bw-essentials-core 0.1.3__tar.gz → 0.1.5__tar.gz

{bw_essentials_core-0.1.3 → bw_essentials_core-0.1.5}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: bw-essentials-core
-Version: 0.1.3
+Version: 0.1.5
 Summary: Reusable utilities for S3, email, Data Loch, Microsoft Teams Notifications and more.
 Author: InvestorAI
 Author-email: support+tech@investorai.in

{bw_essentials_core-0.1.3 → bw_essentials_core-0.1.5}/bw_essentials/constants/services.py

@@ -18,3 +18,5 @@ class Services(Enum):
     PAYMENT = 'Payment'
     MODEL_PORTFOLIO = "Model_Portfolio"
     PROMETHEUS_USER_APP = "Prometheus_User_App"
+    PORTFOLIO_CATALOGUE = "Portfolio_Catalogue"
+    PORTFOLIO_CONTENT = "Portfolio_Content"

{bw_essentials_core-0.1.3 → bw_essentials_core-0.1.5}/bw_essentials/services/api_client.py

@@ -88,7 +88,7 @@ class ApiClient:
             tenant_id (str): The tenant identifier to include in the headers.
         """
         logger.info(f"Setting tenant ID: {tenant_id}")
-        self._update_headers({"tenant_id": tenant_id})
+        self._update_headers({"X-Tenant-ID": tenant_id})
         logger.info(f"Updated headers: {self.headers}")
 
     def set_headers(self, headers: dict) -> None:

bw_essentials_core-0.1.5/bw_essentials/services/portfolio_catalogue.py

@@ -0,0 +1,104 @@
+"""portfolio_catalogue.py
+
+Client wrapper for interacting with the Portfolio-Catalogue Service API.
+
+This module exposes `PortfolioCatalogue`, a thin abstraction over the
+shared :class:`bw_essentials.services.api_client.ApiClient` that collates
+all URL templates and common logic required to communicate with the
+Portfolio-Catalogue micro-service responsible for portfolio construction
+and rebalancing operations.
+
+Features
+--------
+- Centralised mapping of service endpoints.
+- Uniform request/response logging using the shared API client helper.
+- Simple, type-hinted public interface that hides low-level HTTP calls.
+
+Example
+-------
+>>> from bw_essentials.services.portfolio_catalogue import PortfolioCatalogue
+>>> client = PortfolioCatalogue(service_user="system")
+>>> data = {
+  "portfolioId": "BASKE_e3f7fc",
+  "startDate": "2025-07-01",
+  "endDate": "2025-07-10",
+  "status": "active",
+  "createdBy": "KP",
+  "constituents": [
+    {
+      "symbol": "EROSMEDIA",
+      "weight": 0.5,
+      "isin": "INE416L01017",
+      "status": "active",
+      "rationale": "Hello"
+    },
+    {
+      "symbol": "IDEA",
+      "weight": 0.5,
+      "isin": "INE669E01016",
+      "status": "active",
+      "rationale": "Hello"
+    }
+  ]
+}
+>>> response = client.create_rebalance(json=data)
+>>> print(response)
+"""
+
+import logging
+from typing import Optional, Dict, Any
+
+from bw_essentials.constants.services import Services
+from bw_essentials.services.api_client import ApiClient
+
+logger = logging.getLogger(__name__)
+
+
+class PortfolioCatalogue(ApiClient):
+    """High-level client for the Portfolio-Catalogue Service.
+
+    This class bundles together the logic for generating fully-qualified
+    endpoint URLs and executing authenticated HTTP requests for
+    portfolio rebalancing workflows.
+
+    Attributes
+    ----------
+    base_url : str
+        Resolved base URL for the Portfolio-Catalogue service obtained
+        from configuration or environment variables.
+    name : str
+        Canonical service identifier used for logging and telemetry.
+    urls : dict[str, str]
+        Mapping of human-readable keys to relative endpoint paths.
+    """
+
+    def __init__(self, service_user: str):
+        super().__init__(user=service_user)
+        self.base_url = self.get_base_url(Services.PORTFOLIO_CATALOGUE.value)
+        self.name = Services.PORTFOLIO_CATALOGUE.value
+        self.urls = {
+            "rebalance": "rebalance",
+        }
+
+    def create_rebalance(self, json: Dict[str, Any]) -> Optional[Dict[str, Any]]:
+        """Submit a rebalance request.
+
+        Parameters
+        ----------
+        json : dict
+            Request payload describing the rebalance parameters and
+            portfolio metadata.
+
+        Returns
+        -------
+        dict
+            Parsed JSON response returned by the service.
+        """
+        logger.info("In - create_rebalance %s", json)
+        data = self._post(
+            url=self.base_url,
+            endpoint=self.urls["rebalance"],
+            json=json,
+        )
+        logger.info("%s", data)
+        return data

bw_essentials_core-0.1.5/bw_essentials/services/portfolio_content.py

@@ -0,0 +1,69 @@
+"""portfolio_content.py
+
+Client wrapper for the Portfolio-Content Service API.
+
+This module exposes :class:`PortfolioContent`, a light-weight abstraction
+around :class:`bw_essentials.services.api_client.ApiClient` that
+centralises endpoint definitions and adds structured logging when
+querying portfolio content (e.g. constituent list, metadata).
+
+Example
+-------
+>>> from bw_essentials.services.portfolio_content import PortfolioContent
+>>> client = PortfolioContent(service_user="system")
+>>> details = client.get_portfolio_details("BASKE_e3f7fc")
+>>> print(details)
+"""
+
+import logging
+from typing import Optional, Dict, Any
+
+from bw_essentials.constants.services import Services
+from bw_essentials.services.api_client import ApiClient
+
+logger = logging.getLogger(__name__)
+
+
+class PortfolioContent(ApiClient):
+    """High-level client for the Portfolio-Content Service.
+
+    Attributes
+    ----------
+    base_url : str
+        Resolved base URL of the Portfolio-Content micro-service.
+    name : str
+        Canonical service identifier for logging/telemetry.
+    urls : dict[str, str]
+        Mapping of friendly names to relative endpoint paths.
+    """
+
+    def __init__(self, service_user: str):
+        super().__init__(user=service_user)
+        self.base_url = self.get_base_url(Services.PORTFOLIO_CONTENT.value)
+        self.name = Services.PORTFOLIO_CONTENT.value
+        self.urls = {
+            "portfolio": "portfolio",
+        }
+
+    def get_portfolio_details(self, portfolio_id: str) -> Optional[Dict[str, Any]]:
+        """Retrieve full details of a portfolio.
+
+        Parameters
+        ----------
+        portfolio_id : str
+            Unique identifier of the portfolio whose details should be
+            fetched.
+
+        Returns
+        -------
+        Optional[dict]
+            Parsed JSON response if the request succeeds, otherwise
+            ``None``.
+        """
+        logger.info("In - get_portfolio_details %s", portfolio_id)
+        data = self._get(
+            url=self.base_url,
+            endpoint=f"{self.urls['portfolio']}/{portfolio_id}"
+        )
+        logger.info("%s", data)
+        return data

{bw_essentials_core-0.1.3 → bw_essentials_core-0.1.5}/bw_essentials_core.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: bw-essentials-core
-Version: 0.1.3
+Version: 0.1.5
 Summary: Reusable utilities for S3, email, Data Loch, Microsoft Teams Notifications and more.
 Author: InvestorAI
 Author-email: support+tech@investorai.in

{bw_essentials_core-0.1.3 → bw_essentials_core-0.1.5}/bw_essentials_core.egg-info/SOURCES.txt

@@ -19,6 +19,8 @@ bw_essentials/services/market_pricer.py
 bw_essentials/services/master_data.py
 bw_essentials/services/model_portfolio_reporting.py
 bw_essentials/services/notification.py
+bw_essentials/services/portfolio_catalogue.py
+bw_essentials/services/portfolio_content.py
 bw_essentials/services/trade_placement.py
 bw_essentials/services/user_app.py
 bw_essentials/services/user_portfolio.py

{bw_essentials_core-0.1.3 → bw_essentials_core-0.1.5}/setup.py

@@ -10,7 +10,7 @@ from setuptools import setup, find_packages
 
 setup(
     name="bw-essentials-core",
-    version="0.1.3",
+    version="0.1.5",
     author="InvestorAI",
     author_email="support+tech@investorai.in",
     description="Reusable utilities for S3, email, Data Loch, Microsoft Teams Notifications and more.",