boarddata 6.3.1__tar.gz → 6.4.2__tar.gz

{boarddata-6.3.1 → boarddata-6.4.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: boarddata
-Version: 6.3.1
+Version: 6.4.2
 Summary: Python SDK for the BoardData V2 REST API
 License: MIT
 Classifier: Development Status :: 4 - Beta

{boarddata-6.3.1 → boarddata-6.4.2}/__init__.py

@@ -6,7 +6,7 @@ from .cache import FileTokenCache, ScalewaySecretTokenCache
 from .client import BoardDataClient
 from .errors import BoardDataError, ExportTooLargeError
 
-__version__ = "6.3.1"
+__version__ = "6.4.2"
 __all__ = [
     "Base",
     "BoardDataClient",

{boarddata-6.3.1 → boarddata-6.4.2}/_assemblies.py

@@ -410,15 +410,31 @@ class AssemblyMixin:
             assembly_date_from / assembly_date_to: str (YYYY-MM-DD) — filter
                 by parent assembly's ``assembly_date``.
             assembly_id: str — comma-separated UUIDs; returns questions whose
-                parent assembly is in the list. Use to batch-fetch questions
-                for many assemblies in one round-trip instead of N calls to
-                ``list_assembly_questions``.
+                parent assembly is in the list. For batch-fetching questions
+                across many assemblies, prefer ``list_questions_batch`` — it
+                hits a sibling endpoint that drops the ``-created_at`` sort
+                (unindexed, dominates query time) in favor of the FK-indexed
+                ``(assembly, position)`` ordering.
             page, page_size: pagination.
 
         Any key accepted by ``QuestionListFilterSet`` is forwarded verbatim.
         """
         return self._get("questions/", **params)  # type: ignore[attr-defined]
 
+    def list_questions_batch(self, **params: Any) -> PaginatedResponse:
+        """List questions optimized for assembly-id batch fetches.
+
+        Hits ``GET /api/questions-batch/``.
+
+        Same payload shape and filter set as ``list_questions``, but uses
+        the model's default ``(assembly, position)`` ordering — FK-index
+        backed — instead of ``-created_at`` (unindexed). For ``assembly_id``
+        scans of 50+ UUIDs this collapses per-call latency from 6-10s to
+        sub-second; for unfiltered LexisNexis-style exports prefer
+        ``list_questions`` so rows arrive newest-first.
+        """
+        return self._get("questions-batch/", **params)  # type: ignore[attr-defined]
+
     def create_questions(
         self,
         assembly_uid: str,

{boarddata-6.3.1 → boarddata-6.4.2}/_esg.py

@@ -4,7 +4,7 @@ from __future__ import annotations
 
 from typing import Any
 
-from .types.core import FieldSourcePayload, PaginatedResponse
+from .types.core import FieldSourcePayload, PaginatedResponse, UpsertResult
 from .types.esg import (
     ESGBenchmarkExportItem,
     ESGBenchmarkStats,
@@ -397,3 +397,68 @@ class ESGMixin:
             BoardDataError: On non-2xx API response.
         """
         return self._get("companies/benchmark/stats/", **params)  # type: ignore[attr-defined,return-value]
+
+    # ------------------------------------------------------------------
+    # EU Taxonomy
+    # ------------------------------------------------------------------
+
+    def upsert_taxonomy(
+        self,
+        *,
+        company: str,
+        report_year: int,
+        company_type: str,
+        metrics: dict[str, Any] | None = None,
+        sector_specific: dict[str, Any] | None = None,
+        by_objective: list[dict[str, Any]] | None = None,
+        field_sources: list[FieldSourcePayload] | None = None,
+        validation_status: str = "unknown",
+        validation_warnings: list[str] | None = None,
+        validation_errors: list[str] | None = None,
+        meta: dict[str, Any] | None = None,
+        annex_xii: dict[str, Any] | None = None,
+    ) -> UpsertResult:
+        """Upsert a company's EU-Taxonomy disclosure (server upserts by company+report_year).
+
+        The backend route is ``POST /api/taxonomy-reports/``. It upserts by
+        ``(company, report_year)``: returns HTTP 200 on update and HTTP 201 on create.
+        Envelope field names map 1:1 to the v3.8 ``composed.json`` schema.
+
+        Args:
+            company: Company UUID.
+            report_year: Fiscal year the disclosure covers (e.g. ``2024``).
+            company_type: Reporting entity type. One of ``"INDUSTRIAL"``,
+                ``"BANK"``, ``"INSURANCE"``, ``"ASSET_MANAGER"``.
+            metrics: Top-level KPI metrics dict (v3.8 schema).
+            sector_specific: Sector-specific metrics dict (v3.8 schema).
+            by_objective: Per-objective breakdown list (v3.8 schema).
+            field_sources: Field source entries for traceability.
+            validation_status: Pipeline validation outcome
+                (e.g. ``"valid"``, ``"warning"``, ``"error"``, ``"unknown"``).
+            validation_warnings: Non-blocking validation messages.
+            validation_errors: Blocking validation messages.
+            meta: Arbitrary pipeline metadata (extraction run ID, model, etc.).
+            annex_xii: Annex XII disclosure block (v3.8 addition).
+
+        Returns:
+            ``UpsertResult`` with ``id`` (UUID), ``action`` (``"created"`` or
+            ``"updated"``), and optional ``flag``.
+
+        Raises:
+            BoardDataError: On non-2xx API response.
+        """
+        payload: dict[str, Any] = {
+            "company": company,
+            "report_year": report_year,
+            "company_type": company_type,
+            "metrics": metrics or {},
+            "sector_specific": sector_specific or {},
+            "by_objective": by_objective or [],
+            "field_sources": field_sources or [],
+            "validation_status": validation_status,
+            "validation_warnings": validation_warnings or [],
+            "validation_errors": validation_errors or [],
+            "meta": meta or {},
+            "annex_xii": annex_xii or {},
+        }
+        return self._post("taxonomy-reports/", payload)  # type: ignore[attr-defined]

{boarddata-6.3.1 → boarddata-6.4.2}/boarddata.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: boarddata
-Version: 6.3.1
+Version: 6.4.2
 Summary: Python SDK for the BoardData V2 REST API
 License: MIT
 Classifier: Development Status :: 4 - Beta

{boarddata-6.3.1 → boarddata-6.4.2}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "boarddata"
-version = "6.3.1"
+version = "6.4.2"
 description = "Python SDK for the BoardData V2 REST API"
 readme = "README.md"
 license = {text = "MIT"}

{boarddata-6.3.1 → boarddata-6.4.2}/tests/test_esg.py

@@ -74,3 +74,29 @@ class TestGetEsgBenchmarkStats:
         }
         assert result["total_iros"] == 23
         assert result["count"] == 42
+
+
+class TestUpsertTaxonomy:
+    def test_upsert_taxonomy_posts_envelope(self):
+        c = make_client()
+        c._request.return_value = {
+            "id": "tax-uuid-1234",
+            "action": "created",
+        }
+        c.upsert_taxonomy(
+            company="comp-uuid-abcd",
+            report_year=2025,
+            company_type="BANK",
+            annex_xii={"is_disclosed": True},
+        )
+        args, kwargs = c._request.call_args
+        assert args == ("POST", "taxonomy-reports/")
+        payload = kwargs["json"]
+        assert payload["company"] == "comp-uuid-abcd"
+        assert payload["report_year"] == 2025
+        assert payload["company_type"] == "BANK"
+        assert payload["annex_xii"] == {"is_disclosed": True}
+        # defaults are populated
+        assert payload["metrics"] == {}
+        assert payload["by_objective"] == []
+        assert payload["validation_status"] == "unknown"