cs-models 0.0.627__py3-none-any.whl → 0.0.827__py3-none-any.whl

cs_models/resources/CompanyReview/schemas.py

@@ -14,4 +14,7 @@ class CompanyReviewResourceSchema(Schema):
     note_tag = fields.String(allow_none=True)
     news_id = fields.Integer(allow_none=False)
     reviewed = fields.Boolean(allow_none=True)
+    historical = fields.Boolean(allow_none=True)
+    approval = fields.Boolean(allow_none=True)
+    to_qc = fields.Boolean(allow_none=True)
     updated_at = fields.DateTime(dump_only=True)

cs_models/resources/CompanySEC/models.py

@@ -6,6 +6,7 @@ from sqlalchemy import (
     UniqueConstraint,
     Boolean,
     Text,
+    DECIMAL,
 )
 from datetime import datetime
 
@@ -21,6 +22,7 @@ class CompanySECModel(Base):
     ticker = Column(String(20), nullable=False, index=True)
     title = Column(String(255), nullable=False, index=True)
     exchange = Column(String(50), nullable=True)
+    market_cap = Column(DECIMAL(20, 2), nullable=False)
     company_url = Column(String(255), nullable=True)
     pipeline_url = Column(String(255), nullable=True)
     ir_url = Column(String(255), nullable=True)

cs_models/resources/CompanySEC/schemas.py

@@ -14,6 +14,7 @@ class CompanySECResourceSchema(Schema):
     ticker = fields.String(allow_none=True)
     title = fields.String(required=True)
     exchange = fields.String(allow_none=True)
+    market_cap = fields.Decimal(allow_none=True)
     company_url = fields.String(allow_none=True)
     pipeline_url = fields.String(allow_none=True)
     ir_url = fields.String(allow_none=True)
@@ -31,6 +32,7 @@ class CompanySECResourceSchema(Schema):
 
 class CompanySECUpdateSchema(Schema):
     id = fields.Integer()
+    market_cap = fields.Decimal(allow_none=True)
     company_url = fields.String(allow_none=True)
     pipeline_url = fields.String(allow_none=True)
     ir_url = fields.String(allow_none=True)

cs_models/resources/Config/models.py

@@ -2,6 +2,7 @@ from sqlalchemy import (
     Column,
     Integer,
     String,
+    Text,
     DateTime,
     UniqueConstraint,
 )
@@ -16,6 +17,7 @@ class ConfigModel(Base):
     id = Column(Integer, primary_key=True)
     table_name = Column(String(128), nullable=False)
     field_name = Column(String(128), nullable=False)
+    field_value = Column(Text, nullable=True)
     latest_date = Column(DateTime, nullable=False)
     updated_at = Column(
         DateTime,

cs_models/resources/Config/schemas.py

@@ -14,6 +14,7 @@ class ConfigResourceSchema(Schema):
     latest_date = fields.DateTime(required=True)
     table_name = fields.String(required=True)
     field_name = fields.String(required=True)
+    field_value = fields.String(allow_none=True)
     updated_at = fields.DateTime(dump_only=True)
 
     @pre_load
@@ -34,6 +35,7 @@ class ConfigQueryParamsSchema(Schema):
     id = fields.Integer()
     table_name = fields.String()
     field_name = fields.String()
+    field_value = fields.String()
     latest_date = fields.DateTime()
 
     @pre_load
@@ -54,6 +56,7 @@ class ConfigPatchSchema(Schema):
     latest_date = fields.DateTime(allow_none=False)
     table_name = fields.String(allow_none=False)
     field_name = fields.String(allow_none=False)
+    field_value = fields.String(allow_none=True)
 
     @pre_load
     def convert_string_to_datetime(self, in_data, **kwargs):

cs_models/resources/CoverPage13F/models.py

@@ -0,0 +1,29 @@
+from sqlalchemy import Column, Integer, String, Date
+
+from ...database import Base
+
+
+class Coverpage13FModel(Base):
+    __tablename__ = '13fcoverpage'
+
+    ACCESSION_NUMBER = Column(String(25), primary_key=True)
+    REPORTCALENDARORQUARTER = Column(Date, nullable=False)
+    ISAMENDMENT = Column(String(1))
+    AMENDMENTNO = Column(Integer)
+    AMENDMENTTYPE = Column(String(20))
+    CONFDENIEDEXPIRED = Column(String(1))
+    DATEDENIEDEXPIRED = Column(Date)
+    DATEREPORTED = Column(Date)
+    REASONFORNONCONFIDENTIALITY = Column(String(40))
+    FILINGMANAGER_NAME = Column(String(150), nullable=False)
+    FILINGMANAGER_STREET1 = Column(String(40))
+    FILINGMANAGER_STREET2 = Column(String(40))
+    FILINGMANAGER_CITY = Column(String(30))
+    FILINGMANAGER_STATEORCOUNTRY = Column(String(2))
+    FILINGMANAGER_ZIPCODE = Column(String(10))
+    REPORTTYPE = Column(String(30), nullable=False)
+    FORM13FFILENUMBER = Column(String(17))
+    CRDNUMBER = Column(String(9))
+    SECFILENUMBER = Column(String(17))
+    PROVIDEINFOFORINSTRUCTION5 = Column(String(1), nullable=False)
+    ADDITIONALINFORMATION = Column(String(4000))

cs_models/resources/CoverPage13F/schemas.py

@@ -0,0 +1,27 @@
+from marshmallow import Schema, fields
+from ...utils.utils import Safe13FDate, Safe13FInteger
+
+
+class Coverpage13FSchema(Schema):
+    ACCESSION_NUMBER = fields.String(required=True)
+    REPORTCALENDARORQUARTER = Safe13FDate(required=True)
+    ISAMENDMENT = fields.String()
+    AMENDMENTNO = Safe13FInteger(allow_none=True)
+    AMENDMENTTYPE = fields.String()
+    CONFDENIEDEXPIRED = fields.String()
+    DATEDENIEDEXPIRED = Safe13FDate(allow_none=True)
+    DATEREPORTED = Safe13FDate(allow_none=True)
+    REASONFORNONCONFIDENTIALITY = fields.String()
+    FILINGMANAGER_NAME = fields.String(required=True)
+    FILINGMANAGER_STREET1 = fields.String()
+    FILINGMANAGER_STREET2 = fields.String()
+    FILINGMANAGER_CITY = fields.String()
+    FILINGMANAGER_STATEORCOUNTRY = fields.String()
+    FILINGMANAGER_ZIPCODE = fields.String()
+    REPORTTYPE = fields.String(required=True)
+    FORM13FFILENUMBER = fields.String()
+    CRDNUMBER = fields.String()
+    SECFILENUMBER = fields.String()
+    PROVIDEINFOFORINSTRUCTION5 = fields.String(required=True)
+    ADDITIONALINFORMATION = fields.String()
+

cs_models/resources/Cusip13FSubsidiary/models.py

@@ -0,0 +1,28 @@
+from datetime import datetime
+from sqlalchemy import String
+from ...database import Base
+from sqlalchemy import (
+    Column,
+    Integer,
+    DateTime,
+    ForeignKey,
+)
+
+
+class Cusip13FSubsidiaryModel(Base):
+    __tablename__ = 'cusip13f_subsidiaries'
+
+    id = Column(Integer, primary_key=True)
+    cusip = Column(String(9), nullable=False)
+    subsidiary_id = Column(
+        Integer,
+        ForeignKey('subsidiaries.id'),
+        nullable=False,
+    )
+    updated_at = Column(
+        DateTime,
+        nullable=False,
+        # https://stackoverflow.com/questions/58776476/why-doesnt-freezegun-work-with-sqlalchemy-default-values
+        default=lambda: datetime.utcnow(),
+        onupdate=lambda: datetime.utcnow(),
+    )

cs_models/resources/Cusip13FSubsidiary/schemas.py

@@ -0,0 +1,14 @@
+from marshmallow import (
+    Schema,
+    fields,
+    validate,
+)
+
+
+class Cusip13FSubsidiaryResourceSchema(Schema):
+    not_blank = validate.Length(min=1, error='Field cannot be blank')
+
+    id = fields.Integer(dump_only=True)
+    cusip = fields.String(required=True)
+    subsidiary_id = fields.Integer(required=True)
+    updated_at = fields.DateTime()

cs_models/resources/Deal/models.py

@@ -19,6 +19,8 @@ class DealModel(Base):
     id = Column(Integer, primary_key=True)
     announcement_date = Column(DateTime, nullable=False, index=True)
     round = Column(String(50), nullable=True)
+    deal_type = Column(String(128), nullable=True)
+    price = Column(String(50), nullable=True)
     deal_value = Column(DECIMAL(13, 2), nullable=False)
     currency = Column(String(10), nullable=True)
     company_sec_id = Column(

cs_models/resources/Deal/schemas.py

@@ -15,6 +15,8 @@ class DealResourceSchema(Schema):
     announcement_date = fields.DateTime(required=True)
     deal_value = fields.Decimal()
     round = fields.String(allow_none=True)
+    deal_type = fields.String(allow_none=True)
+    price = fields.String(allow_none=True)
     currency = fields.String(allow_none=True)
     company_sec_id = fields.Integer(allow_none=True)
     company_ous_id = fields.Integer(allow_none=True)

cs_models/resources/DealAdvisor/models.py

@@ -0,0 +1,35 @@
+from datetime import datetime
+
+from sqlalchemy import (
+    Column,
+    Integer,
+    DateTime,
+    ForeignKey,
+    Boolean,
+)
+
+from ...database import Base
+
+
+class DealAdvisorModel(Base):
+    __tablename__ = "deal_advisors"
+
+    id = Column(Integer, primary_key=True)
+    deal_id = Column(
+        Integer,
+        ForeignKey('deals.id'),
+        nullable=False,
+    )
+    advisor_id = Column(
+        Integer,
+        ForeignKey('investors.id'),
+        nullable=False,
+    )
+    is_deleted = Column(Boolean, nullable=True)
+    updated_at = Column(
+        DateTime,
+        nullable=False,
+        # https://stackoverflow.com/questions/58776476/why-doesnt-freezegun-work-with-sqlalchemy-default-values
+        default=lambda: datetime.utcnow(),
+        onupdate=lambda: datetime.utcnow(),
+    )

cs_models/resources/DealAdvisor/schemas.py

@@ -0,0 +1,15 @@
+from marshmallow import (
+    Schema,
+    fields,
+    validate,
+)
+
+
+class DealAdvisorResourceSchema(Schema):
+    not_blank = validate.Length(min=1, error='Field cannot be blank')
+
+    id = fields.Integer(dump_only=True)
+    deal_id = fields.Integer(required=True)
+    advisor_id = fields.Integer(required=True)
+    is_deleted = fields.Boolean(allow_none=True)
+    updated_at = fields.DateTime()

cs_models/resources/DealInvestor/models.py

@@ -25,6 +25,7 @@ class DealInvestorModel(Base):
         ForeignKey('investors.id'),
         nullable=False,
     )
+    lead = Column(Boolean, nullable=True)
     is_deleted = Column(Boolean, nullable=True)
     updated_at = Column(
         DateTime,

cs_models/resources/DealInvestor/schemas.py

@@ -11,5 +11,6 @@ class DealInvestorResourceSchema(Schema):
     id = fields.Integer(dump_only=True)
     deal_id = fields.Integer(required=True)
     investor_id = fields.Integer(required=True)
+    lead = fields.Boolean(allow_none=True)
     is_deleted = fields.Boolean(allow_none=True)
     updated_at = fields.DateTime()

cs_models/resources/DealType/models.py

@@ -0,0 +1,33 @@
+from datetime import datetime
+
+from sqlalchemy import (
+    Column,
+    Integer,
+    DateTime,
+    ForeignKey,
+)
+
+from ...database import Base
+
+
+class DealTypeModel(Base):
+    __tablename__ = "deal_types"
+
+    id = Column(Integer, primary_key=True)
+    deal_id = Column(
+        Integer,
+        ForeignKey('deals.id'),
+        nullable=False,
+    )
+    deal_type_id = Column(
+        Integer,
+        ForeignKey('financing_deal_types.id'),
+        nullable=False,
+    )
+    updated_at = Column(
+        DateTime,
+        nullable=False,
+        # https://stackoverflow.com/questions/58776476/why-doesnt-freezegun-work-with-sqlalchemy-default-values
+        default=lambda: datetime.utcnow(),
+        onupdate=lambda: datetime.utcnow(),
+    )

cs_models/resources/DealType/schemas.py

@@ -0,0 +1,14 @@
+from marshmallow import (
+    Schema,
+    fields,
+    validate,
+)
+
+
+class DealTypeResourceSchema(Schema):
+    not_blank = validate.Length(min=1, error='Field cannot be blank')
+
+    id = fields.Integer(dump_only=True)
+    deal_id = fields.Integer(required=True)
+    deal_type_id = fields.Integer(required=True)
+    updated_at = fields.DateTime()

cs_models/resources/DealUnderwriter/models.py

@@ -0,0 +1,35 @@
+from datetime import datetime
+
+from sqlalchemy import (
+    Column,
+    Integer,
+    DateTime,
+    ForeignKey,
+    Boolean,
+)
+
+from ...database import Base
+
+
+class DealUnderwriterModel(Base):
+    __tablename__ = "deal_underwriters"
+
+    id = Column(Integer, primary_key=True)
+    deal_id = Column(
+        Integer,
+        ForeignKey('deals.id'),
+        nullable=False,
+    )
+    underwriter_id = Column(
+        Integer,
+        ForeignKey('investors.id'),
+        nullable=False,
+    )
+    is_deleted = Column(Boolean, nullable=True)
+    updated_at = Column(
+        DateTime,
+        nullable=False,
+        # https://stackoverflow.com/questions/58776476/why-doesnt-freezegun-work-with-sqlalchemy-default-values
+        default=lambda: datetime.utcnow(),
+        onupdate=lambda: datetime.utcnow(),
+    )

cs_models/resources/DealUnderwriter/schemas.py

@@ -0,0 +1,15 @@
+from marshmallow import (
+    Schema,
+    fields,
+    validate,
+)
+
+
+class DealUnderwriterResourceSchema(Schema):
+    not_blank = validate.Length(min=1, error='Field cannot be blank')
+
+    id = fields.Integer(dump_only=True)
+    deal_id = fields.Integer(required=True)
+    underwriter_id = fields.Integer(required=True)
+    is_deleted = fields.Boolean(allow_none=True)
+    updated_at = fields.DateTime()

cs_models/resources/Designation/models.py

@@ -6,6 +6,7 @@ from sqlalchemy import (
     DateTime,
     ForeignKey,
     Boolean,
+    Text,
     String,
 )
 
@@ -22,6 +23,12 @@ class DesignationModel(Base):
         nullable=False,
     )
     designation = Column(String(128), nullable=False, index=True)
+    news_id = Column(
+        Integer,
+        ForeignKey('newswires.id'),
+        nullable=True,
+    )
+    designation_text = Column(Text, nullable=True)
     is_deleted = Column(Boolean, nullable=True)
     updated_at = Column(
         DateTime,

cs_models/resources/Designation/schemas.py

@@ -11,5 +11,7 @@ class DesignationResourceSchema(Schema):
     id = fields.Integer(dump_only=True)
     intervention_condition_id = fields.Integer(required=True)
     designation = fields.String(validate=not_blank, required=True)
+    designation_text = fields.String(allow_none=True)
+    news_id = fields.Integer(allow_none=True)
     is_deleted = fields.Boolean(allow_none=True)
     updated_at = fields.DateTime()

cs_models/resources/DesignationOutbox/models.py

@@ -7,6 +7,7 @@ from sqlalchemy import (
     ForeignKey,
     Text,
     String,
+    Boolean,
 )
 
 from ...database import Base
@@ -28,6 +29,7 @@ class DesignationOutboxModel(Base):
         ForeignKey('newswires.id'),
         nullable=False,
     )
+    processed = Column(Boolean, nullable=True)
     updated_at = Column(
         DateTime,
         nullable=False,

cs_models/resources/DesignationOutbox/schemas.py

@@ -13,4 +13,5 @@ class DesignationOutboxResourceSchema(Schema):
     designation = fields.String(validate=not_blank, required=True)
     designation_text = fields.String(validate=not_blank)
     news_id = fields.Integer(required=True)
+    processed = fields.Boolean(allow_none=True)
     updated_at = fields.DateTime()

cs_models/resources/Digest/models.py

@@ -20,6 +20,7 @@ class DigestModel(Base):
         ForeignKey('user_saved_searches.id'),
         nullable=False,
     )
+    user_id = Column(String(128), nullable=True, index=True)
     type = Column(String(128), nullable=False)
     description = Column(String(256), nullable=False)
     created_at = Column(DateTime, nullable=True)

cs_models/resources/Digest/schemas.py

@@ -10,6 +10,7 @@ class DigestResourceSchema(Schema):
 
     id = fields.Integer(dump_only=True)
     saved_search_id = fields.Integer(required=True)
+    user_id = fields.String(allow_none=True)
     type = fields.String(required=True)
     description = fields.String(required=True)
     created_at = fields.DateTime()

cs_models/resources/DocChunk/models.py

@@ -0,0 +1,33 @@
+from datetime import datetime
+
+from sqlalchemy import (
+    Column,
+    Integer,
+    String,
+    DateTime,
+    Text,
+    Boolean,
+)
+
+from ...database import Base
+
+
+class DocChunkModel(Base):
+    __tablename__ = "doc_chunks"
+
+    id = Column(Integer, primary_key=True)
+    artifact_id = Column(String(50), nullable=False)
+    chunk_cui = Column(String(50), nullable=False)
+    chunk_text = Column(Text, nullable=False)
+    chunk_embedding = Column(Text, nullable=False)
+    embedding_source = Column(String(50), nullable=False)
+    is_deleted = Column(Boolean, nullable=True)
+    is_indexed = Column(Boolean, nullable=True)
+    indexed_date = Column(DateTime, nullable=True)
+    updated_at = Column(
+        DateTime,
+        nullable=False,
+        # https://stackoverflow.com/questions/58776476/why-doesnt-freezegun-work-with-sqlalchemy-default-values
+        default=lambda: datetime.utcnow(),
+        onupdate=lambda: datetime.utcnow(),
+    )

cs_models/resources/DocChunk/schemas.py

@@ -0,0 +1,20 @@
+from marshmallow import (
+    Schema,
+    fields,
+    validate,
+)
+
+
+class DocChunkResourceSchema(Schema):
+    not_blank = validate.Length(min=1, error='Field cannot be blank')
+
+    id = fields.Integer(dump_only=True)
+    artifact_id = fields.String(required=True)
+    chunk_cui = fields.String(required=True)
+    chunk_text = fields.String(required=True)
+    chunk_embedding = fields.String(required=True)
+    embedding_source = fields.String(required=True)
+    is_deleted = fields.Boolean(allow_none=True)
+    is_indexed = fields.Boolean(allow_none=True)
+    indexed_date = fields.DateTime(allow_none=True)
+    updated_at = fields.DateTime(dump_only=True)

cs_models/resources/DocMarkdownTable/models.py

@@ -0,0 +1,29 @@
+from datetime import datetime
+
+from sqlalchemy import (
+    Column,
+    Integer,
+    String,
+    DateTime,
+    Text,
+    Boolean,
+)
+
+from ...database import Base
+
+
+class DocMarkdownTableModel(Base):
+    __tablename__ = "doc_markdown_tables"
+
+    id = Column(Integer, primary_key=True)
+    artifact_id = Column(String(50), nullable=False, index=True)
+    markdown_table = Column(Text, nullable=False)
+    markdown_table_description = Column(Text, nullable=True)
+    has_table_description = Column(Boolean, nullable=True)
+    updated_at = Column(
+        DateTime,
+        nullable=False,
+        # https://stackoverflow.com/questions/58776476/why-doesnt-freezegun-work-with-sqlalchemy-default-values
+        default=lambda: datetime.utcnow(),
+        onupdate=lambda: datetime.utcnow(),
+    )

cs_models/resources/DocMarkdownTable/schemas.py

@@ -0,0 +1,16 @@
+from marshmallow import (
+    Schema,
+    fields,
+    validate,
+)
+
+
+class DocMarkdownTableResourceSchema(Schema):
+    not_blank = validate.Length(min=1, error='Field cannot be blank')
+
+    id = fields.Integer(dump_only=True)
+    artifact_id = fields.String(required=True)
+    markdown_table = fields.Integer(required=True)
+    markdown_table_description = fields.String(allow_none=True)
+    has_table_description = fields.Boolean(allow_none=True)
+    updated_at = fields.DateTime(dump_only=True)

cs_models/resources/EventLLM/models.py

@@ -0,0 +1,41 @@
+from datetime import datetime
+
+from sqlalchemy import (
+    Column,
+    Integer,
+    String,
+    ForeignKey,
+    DateTime,
+    Text,
+)
+
+from ...database import Base
+
+
+class EventLLMModel(Base):
+    __tablename__ = "events_llm"
+
+    id = Column(Integer, primary_key=True)
+    start_date = Column(DateTime, nullable=False)
+    end_date = Column(DateTime, nullable=True)
+    event_type = Column(String(128), nullable=True)
+    description = Column(Text, nullable=True)
+    tags = Column(Text, nullable=True)
+    news_id = Column(
+        Integer,
+        ForeignKey('newswires.id'),
+        nullable=True,
+    )
+    sec_filing_id = Column(
+        Integer,
+        ForeignKey('companies_sec_filings.id'),
+        nullable=True,
+    )
+    reference_text = Column(Text, nullable=True)
+    updated_at = Column(
+        DateTime,
+        nullable=False,
+        # https://stackoverflow.com/questions/58776476/why-doesnt-freezegun-work-with-sqlalchemy-default-values
+        default=lambda: datetime.utcnow(),
+        onupdate=lambda: datetime.utcnow(),
+    )

cs_models/resources/EventLLM/schemas.py

@@ -0,0 +1,39 @@
+from marshmallow import (
+    Schema,
+    fields,
+    validate,
+    pre_load,
+    ValidationError,
+)
+
+
+class EventLLMResourceSchema(Schema):
+    not_blank = validate.Length(min=1, error="Field cannot be blank")
+
+    id = fields.Integer(dump_only=True)
+    start_date = fields.DateTime(required=True)
+    end_date = fields.DateTime(allow_none=True)
+    event_type = fields.String(allow_none=True)
+    description = fields.String(allow_none=True)
+    tags = fields.String(allow_none=True)
+    news_id = fields.Integer(allow_none=True)
+    sec_filing_id = fields.Integer(allow_none=True)
+    reference_text = fields.String(allow_none=True)
+    updated_at = fields.DateTime(dump_only=True)
+
+    @pre_load
+    def check_company_info(self, in_data, **kwargs):
+        if self._get_number_of_company_fields(in_data) > 1:
+            raise ValidationError('Provide either company_sec_id or '
+                                  'company_ous_id, not both')
+        return in_data
+
+    def _get_number_of_company_fields(self, in_data, **kwargs):
+        result = 0
+        if 'company_sec_id' in in_data:
+            if in_data['company_sec_id'] is not None:
+                result += 1
+        if 'company_ous_id' in in_data:
+            if in_data['company_ous_id'] is not None:
+                result += 1
+        return result