fx-shared-models 0.2.87__tar.gz → 0.2.99__tar.gz

{fx_shared_models-0.2.87/fx_shared_models.egg-info → fx_shared_models-0.2.99}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fx-shared-models
-Version: 0.2.87
+Version: 0.2.99
 Summary: Shared models for FX Backend
 Home-page: https://github.com/fxbackend/fx-shared-models
 Author: FX Backend

{fx_shared_models-0.2.87 → fx_shared_models-0.2.99/fx_shared_models.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fx-shared-models
-Version: 0.2.87
+Version: 0.2.99
 Summary: Shared models for FX Backend
 Home-page: https://github.com/fxbackend/fx-shared-models
 Author: FX Backend

{fx_shared_models-0.2.87 → fx_shared_models-0.2.99}/fx_shared_models.egg-info/SOURCES.txt

@@ -19,8 +19,17 @@ shared_models/accounts/migrations/0004_alter_account_created_at_alter_account_cr
 shared_models/accounts/migrations/0005_account_currency.py
 shared_models/accounts/migrations/0006_alter_account_options.py
 shared_models/accounts/migrations/0007_alter_account_options.py
+shared_models/accounts/migrations/0008_accountrisksettings.py
+shared_models/accounts/migrations/0009_account_archived_at.py
 shared_models/accounts/migrations/__init__.py
+shared_models/balances/__init__.py
+shared_models/balances/apps.py
+shared_models/balances/models.py
+shared_models/balances/migrations/0001_initial.py
+shared_models/balances/migrations/0002_add_balance_history_and_unique_account.py
+shared_models/balances/migrations/__init__.py
 shared_models/common/base.py
+shared_models/common/customer_settings.py
 shared_models/common/mixins.py
 shared_models/common/utils.py
 shared_models/company_ba/__init__.py
@@ -28,6 +37,7 @@ shared_models/company_ba/apps.py
 shared_models/company_ba/models.py
 shared_models/company_ba/migrations/0001_initial.py
 shared_models/company_ba/migrations/0002_alter_companybankaccount_options.py
+shared_models/company_ba/migrations/0003_companyba.py
 shared_models/company_ba/migrations/__init__.py
 shared_models/crypto_wallet/__init__.py
 shared_models/crypto_wallet/apps.py
@@ -51,6 +61,8 @@ shared_models/customers/__init__.py
 shared_models/customers/apps.py
 shared_models/customers/enums.py
 shared_models/customers/models.py
+shared_models/customers/stage_history.py
+shared_models/customers/stage_policy.py
 shared_models/customers/migrations/0001_initial.py
 shared_models/customers/migrations/0002_alter_customer_email_alter_customer_first_name_and_more.py
 shared_models/customers/migrations/0004_customerauth_two_factor_backup_codes_and_more.py
@@ -64,6 +76,23 @@ shared_models/customers/migrations/0011_customerauth_reset_token_and_more.py
 shared_models/customers/migrations/0012_alter_customer_email_alter_customer_first_name_and_more.py
 shared_models/customers/migrations/0013_alter_customerauth_blocked_by_and_more.py
 shared_models/customers/migrations/0014_alter_customer_options.py
+shared_models/customers/migrations/0015_customer_is_fund_manager.py
+shared_models/customers/migrations/0016_customer_risk_factors_customer_risk_level_and_more.py
+shared_models/customers/migrations/0017_stagetransition.py
+shared_models/customers/migrations/0018_backfill_stage_origins.py
+shared_models/customers/migrations/0019_sales_stages.py
+shared_models/customers/migrations/0020_seed_sales_stages.py
+shared_models/customers/migrations/0021_sales_activity.py
+shared_models/customers/migrations/0022_seed_sales_settings.py
+shared_models/customers/migrations/0023_assignment_settings.py
+shared_models/customers/migrations/0024_lead_score.py
+shared_models/customers/migrations/0025_lead_score_shape.py
+shared_models/customers/migrations/0026_assignment_team.py
+shared_models/customers/migrations/0027_measure_definition.py
+shared_models/customers/migrations/0028_sales_targets.py
+shared_models/customers/migrations/0029_measure_evaluation_settings.py
+shared_models/customers/migrations/0030_sales_control_surface.py
+shared_models/customers/migrations/0031_customersettings_viewing_currency.py
 shared_models/customers/migrations/__init__.py
 shared_models/email_campaigns/__init__.py
 shared_models/email_campaigns/apps.py
@@ -76,6 +105,16 @@ shared_models/email_log/apps.py
 shared_models/email_log/models.py
 shared_models/email_log/migrations/0001_initial.py
 shared_models/email_log/migrations/__init__.py
+shared_models/fund_tracking/__init__.py
+shared_models/fund_tracking/apps.py
+shared_models/fund_tracking/models.py
+shared_models/fund_tracking/migrations/0001_initial.py
+shared_models/fund_tracking/migrations/0002_wt3b_settings.py
+shared_models/fund_tracking/migrations/0003_wt5_profit_classifier.py
+shared_models/fund_tracking/migrations/0004_wt9_money_trail.py
+shared_models/fund_tracking/migrations/0005_allow_untracked_withdrawal.py
+shared_models/fund_tracking/migrations/0006_wt6_refusal_rules.py
+shared_models/fund_tracking/migrations/__init__.py
 shared_models/ib_commission/__init__.py
 shared_models/ib_commission/apps.py
 shared_models/ib_commission/models.py
@@ -92,18 +131,70 @@ shared_models/ib_commission/migrations/0010_alter_commissiondistribution_rule_an
 shared_models/ib_commission/migrations/0011_alter_clientibmapping_agreement_and_more.py
 shared_models/ib_commission/migrations/0012_clientibmapping_agreement_path_and_more.py
 shared_models/ib_commission/migrations/0013_populate_agreement_path_for_existing_ibs.py
+shared_models/ib_commission/migrations/0014_clientibmapping_idx_client_mapping_path_c_and_more.py
+shared_models/ib_commission/migrations/0015_wt7_rebate_destination.py
 shared_models/ib_commission/migrations/__init__.py
 shared_models/ib_commission/model/ib_onboarding.py
 shared_models/ib_commission/model/ib_questionnaire.py
 shared_models/ib_commission/services/__init__.py
 shared_models/ib_commission/services/commission_cache_service.py
 shared_models/ib_commission/services/commission_calculator_service.py
+shared_models/onboarding/__init__.py
+shared_models/onboarding/apps.py
+shared_models/onboarding/models.py
+shared_models/onboarding/migrations/0001_initial.py
+shared_models/onboarding/migrations/0002_onboardingkycrule.py
+shared_models/onboarding/migrations/0003_alter_clientonboardingsubmission_options.py
+shared_models/onboarding/migrations/0004_alter_onboardingkycrule_options_and_more.py
+shared_models/onboarding/migrations/0005_remove_onboardingkycrule_uniq_onboarding_kyc_rule_gate_product_and_more.py
+shared_models/onboarding/migrations/0006_onboardingkycrule_payment_gateway_and_more.py
+shared_models/onboarding/migrations/0007_onboardingkycrule_unlock_on.py
+shared_models/onboarding/migrations/0008_onboardingkycrule_audiences.py
+shared_models/onboarding/migrations/0009_wt7_wallet_rail_choices.py
+shared_models/onboarding/migrations/0010_r7_review_enforcement.py
+shared_models/onboarding/migrations/__init__.py
+shared_models/onboarding/model/__init__.py
+shared_models/onboarding/model/acceptance.py
+shared_models/onboarding/model/block.py
+shared_models/onboarding/model/condition.py
+shared_models/onboarding/model/declaration.py
+shared_models/onboarding/model/document_requirement.py
+shared_models/onboarding/model/draft.py
+shared_models/onboarding/model/flow.py
+shared_models/onboarding/model/kyc_rule.py
+shared_models/onboarding/model/resolver.py
+shared_models/onboarding/model/submission.py
+shared_models/onboarding/model/version.py
 shared_models/orders/__init__.py
 shared_models/orders/apps.py
 shared_models/orders/enums.py
 shared_models/orders/models.py
 shared_models/orders/migrations/0001_initial.py
+shared_models/orders/migrations/0002_order_checkout_mode_order_sdk_url_and_more.py
+shared_models/orders/migrations/0003_rename_order_to_paymentorder.py
+shared_models/orders/migrations/0004_wt7_wallet_rails.py
 shared_models/orders/migrations/__init__.py
+shared_models/positions/__init__.py
+shared_models/positions/apps.py
+shared_models/positions/models.py
+shared_models/positions/migrations/0001_initial.py
+shared_models/positions/migrations/__init__.py
+shared_models/promotions/__init__.py
+shared_models/promotions/apps.py
+shared_models/promotions/models.py
+shared_models/promotions/migrations/0001_initial.py
+shared_models/promotions/migrations/0002_seed_settings.py
+shared_models/promotions/migrations/0003_banners.py
+shared_models/promotions/migrations/0004_banner_ip_cap.py
+shared_models/promotions/migrations/0005_global_controls.py
+shared_models/promotions/migrations/0006_scoped_settings.py
+shared_models/promotions/migrations/0007_cp_offers.py
+shared_models/promotions/migrations/0008_promo_code_redemptions.py
+shared_models/promotions/migrations/0009_promotion_currency.py
+shared_models/promotions/migrations/0010_promotion_settings_clawback_send_lease.py
+shared_models/promotions/migrations/__init__.py
+shared_models/promotions/tests/__init__.py
+shared_models/promotions/tests/test_promotion_models.py
 shared_models/referrals/__init__.py
 shared_models/referrals/apps.py
 shared_models/referrals/models.py
@@ -112,7 +203,26 @@ shared_models/referrals/migrations/0002_alter_referralreward_payment_gateway_and
 shared_models/referrals/migrations/0003_referralsource_agreement_path_referralsource_ib_path.py
 shared_models/referrals/migrations/0004_populate_ib_paths_for_referral_sources.py
 shared_models/referrals/migrations/__init__.py
+shared_models/scoping/__init__.py
+shared_models/scoping/apps.py
+shared_models/scoping/models.py
+shared_models/scoping/migrations/0001_initial.py
+shared_models/scoping/migrations/0002_drop_scope_tables.py
+shared_models/scoping/migrations/__init__.py
 shared_models/services/group_resolver.py
+shared_models/settings_core/__init__.py
+shared_models/settings_core/apps.py
+shared_models/settings_core/models.py
+shared_models/settings_core/signals.py
+shared_models/settings_core/migrations/0001_initial.py
+shared_models/settings_core/migrations/0002_drop_approval_queue.py
+shared_models/settings_core/migrations/0003_compliance_operate_permission.py
+shared_models/settings_core/migrations/__init__.py
+shared_models/symbols/__init__.py
+shared_models/symbols/apps.py
+shared_models/symbols/models.py
+shared_models/symbols/migrations/0001_initial.py
+shared_models/symbols/migrations/__init__.py
 shared_models/system_settings/apps.py
 shared_models/system_settings/serializers.py
 shared_models/system_settings/migrations/0001_initial.py
@@ -134,6 +244,26 @@ shared_models/system_settings/migrations/0016_alter_emailconfiguration_options_a
 shared_models/system_settings/migrations/0017_brokerconfiguration.py
 shared_models/system_settings/migrations/0018_accounttype_demo_auto_deposit_amount.py
 shared_models/system_settings/migrations/0019_paymentgatewayconfig_adapter_type_and_more.py
+shared_models/system_settings/migrations/0020_accounttype_pamm_choices.py
+shared_models/system_settings/migrations/0021_pammconfiguration.py
+shared_models/system_settings/migrations/0022_pammconfiguration_pamm_subscription_approval_mode.py
+shared_models/system_settings/migrations/0023_pammconfiguration_allow_force_unlock_and_more.py
+shared_models/system_settings/migrations/0024_remove_pammconfiguration_pamm_enabled.py
+shared_models/system_settings/migrations/0025_mt5_server_logins.py
+shared_models/system_settings/migrations/0026_drop_tradingplatformserver_username.py
+shared_models/system_settings/migrations/0027_brokerconfiguration_dashboard_default_mode_and_more.py
+shared_models/system_settings/migrations/0028_brokerconfiguration_onboarding_engine_default_and_more.py
+shared_models/system_settings/migrations/0029_brokerconfiguration_onboarding_email_verification_mode.py
+shared_models/system_settings/migrations/0030_brokerconfiguration_compliance_gate_enabled.py
+shared_models/system_settings/migrations/0031_brokerconfiguration_login_background_dark_url_and_more.py
+shared_models/system_settings/migrations/0032_brokerconfiguration_background_color_and_more.py
+shared_models/system_settings/migrations/0033_remove_brokerconfiguration_login_background_dark_url_and_more.py
+shared_models/system_settings/migrations/0034_remove_brokerconfiguration_background_color_and_more.py
+shared_models/system_settings/migrations/0035_brokerconfiguration_cp_risk_guardian_enabled_and_more.py
+shared_models/system_settings/migrations/0036_mt5processorconfiguration.py
+shared_models/system_settings/migrations/0037_mt5operationjournal.py
+shared_models/system_settings/migrations/0038_wt3b_fund_tracking_columns.py
+shared_models/system_settings/migrations/0039_wt7_allowed_destinations.py
 shared_models/system_settings/migrations/__init__.py
 shared_models/system_settings/models/__init__.py
 shared_models/system_settings/models/account_sequence.py
@@ -142,9 +272,17 @@ shared_models/system_settings/models/base.py
 shared_models/system_settings/models/broker_config.py
 shared_models/system_settings/models/email.py
 shared_models/system_settings/models/group_configurations.py
+shared_models/system_settings/models/mt5_login.py
+shared_models/system_settings/models/mt5_operation_journal.py
+shared_models/system_settings/models/mt5_processor_config.py
+shared_models/system_settings/models/pamm_config.py
 shared_models/system_settings/models/payment_methods.py
+shared_models/system_settings/models/risk_guardian_config.py
 shared_models/system_settings/models/trading_platform.py
 shared_models/system_settings/models/transaction_configs.py
+shared_models/system_settings/tests/__init__.py
+shared_models/system_settings/tests/test_mt5_login.py
+shared_models/system_settings/tests/test_mt5_operation_journal.py
 shared_models/trading/__init__.py
 shared_models/trading/apps.py
 shared_models/trading/models.py
@@ -153,6 +291,7 @@ shared_models/trading/migrations/0002_alter_deal_id.py
 shared_models/trading/migrations/0003_alter_deal_id.py
 shared_models/trading/migrations/0004_alter_deal_id.py
 shared_models/trading/migrations/0005_deal_idx_deal_position_lookup_and_more.py
+shared_models/trading/migrations/0006_wt5_deal_mirror_watermark.py
 shared_models/trading/migrations/__init__.py
 shared_models/transactions/__init__.py
 shared_models/transactions/apps.py
@@ -172,6 +311,8 @@ shared_models/transactions/migrations/0010_alter_transaction_payment_method.py
 shared_models/transactions/migrations/0011_alter_transaction_options.py
 shared_models/transactions/migrations/0012_transaction_transaction_custome_fb8ec8_idx.py
 shared_models/transactions/migrations/0013_transaction_order.py
+shared_models/transactions/migrations/0014_wt7_wallet_rails.py
+shared_models/transactions/migrations/0015_fx_rates.py
 shared_models/transactions/migrations/__init__.py
 shared_models/ui_elements/__init__.py
 shared_models/ui_elements/apps.py
@@ -203,4 +344,25 @@ shared_models/users/migrations/0012_alter_crmuser_managers_usersettings_is_2fa_e
 shared_models/users/migrations/0013_usersettings_is_2fa_enabled_and_more.py
 shared_models/users/migrations/0014_alter_crmuser_groups_alter_crmuser_user_permissions_and_more.py
 shared_models/users/migrations/0015_alter_crmuser_options.py
-shared_models/users/migrations/__init__.py
+shared_models/users/migrations/0016_usersettings_dashboard_mode.py
+shared_models/users/migrations/0017_usersettings_viewing_currency.py
+shared_models/users/migrations/__init__.py
+shared_models/wallets/__init__.py
+shared_models/wallets/apps.py
+shared_models/wallets/countries.py
+shared_models/wallets/models.py
+shared_models/wallets/migrations/0001_initial.py
+shared_models/wallets/migrations/0002_wallettransfer.py
+shared_models/wallets/migrations/0003_wt3b_control_surface.py
+shared_models/wallets/migrations/0004_wt7_rails.py
+shared_models/wallets/migrations/0005_wt12_sweep_transaction.py
+shared_models/wallets/migrations/0006_wt17_transfer_decisions.py
+shared_models/wallets/migrations/0007_wt14_balance_history.py
+shared_models/wallets/migrations/0008_wt10_admin.py
+shared_models/wallets/migrations/0009_wt18_discrepancy_runs.py
+shared_models/wallets/migrations/0010_internal_transfer_auto_refund.py
+shared_models/wallets/migrations/0011_wallettransfer_approval_note.py
+shared_models/wallets/migrations/0012_scope_on_rules.py
+shared_models/wallets/migrations/__init__.py
+shared_models/wallets/tests/__init__.py
+shared_models/wallets/tests/test_wallet_models.py

{fx_shared_models-0.2.87 → fx_shared_models-0.2.99}/setup.py

@@ -2,7 +2,7 @@ from setuptools import setup, find_packages # Import find_packages
 
 setup(
     name='fx-shared-models',
-    version='0.2.87', # Incremented version after adding shared_models/__init__.py
+    version='0.2.99', # FX slice 3 — Promotion.currency; PromotionSettings.clawback_send_lease_seconds
     packages=find_packages(include=['shared_models', 'shared_models.*']),  # Find packages under the shared_models directory
     install_requires=[
         'Django>=4.2',  # Match the version from requirements.txt if possible

fx_shared_models-0.2.99/shared_models/accounts/migrations/0008_accountrisksettings.py

@@ -0,0 +1,33 @@
+# Generated by Django 4.2.20 on 2026-07-21 10:00
+
+import django.core.validators
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0007_alter_account_options'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='AccountRiskSettings',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('updated_at', models.DateTimeField(auto_now=True)),
+                ('created_by', models.CharField(blank=True, max_length=255, null=True)),
+                ('updated_by', models.CharField(blank=True, max_length=255, null=True)),
+                ('daily_loss_limit', models.DecimalField(blank=True, decimal_places=2, default=None, help_text='Account currency; null = not set.', max_digits=20, null=True, validators=[django.core.validators.MinValueValidator(0)])),
+                ('max_trades_per_day', models.IntegerField(blank=True, default=None, help_text='null = not set.', null=True, validators=[django.core.validators.MinValueValidator(1)])),
+                ('account', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='risk_settings', to='accounts.account')),
+            ],
+            options={
+                'verbose_name': 'Account Risk Settings',
+                'verbose_name_plural': 'Account Risk Settings',
+                'db_table': 'account_risk_settings',
+            },
+        ),
+    ]

fx_shared_models-0.2.99/shared_models/accounts/migrations/0009_account_archived_at.py

@@ -0,0 +1,47 @@
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    """Add Account.archived_at.
+
+    Deliberately NOT backfilled. The only candidate source is updated_at, which
+    auto_now bumps on every later edit — an MT5 cache refresh, a trading-status
+    flip, a leverage change — so it is not the archive date and backfilling from
+    it would write an unfalsifiable wrong date into every historic row. An
+    AuditLog-derived backfill was rejected too: the customer deletion service
+    archives accounts in bulk without a per-account audit row, so it would fill
+    some rows and silently miss others, which is worse than a uniform NULL.
+
+    NULL therefore reads as "archived before this column existed", and reports
+    say so rather than pretending to know.
+    """
+
+    dependencies = [
+        ('accounts', '0008_accountrisksettings'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='archived_at',
+            field=models.DateTimeField(
+                blank=True,
+                null=True,
+                help_text=(
+                    'When this account was archived. NULL means either that '
+                    'the account is not archived, or that it was archived '
+                    'before this column existed. It is deliberately not '
+                    'backfilled: updated_at moves on every later edit, so '
+                    'backfilling from it would bake an unfalsifiable wrong '
+                    'date into the record.'
+                ),
+            ),
+        ),
+        migrations.AddIndex(
+            model_name='account',
+            index=models.Index(
+                fields=['archived_at'],
+                name='accounts_archived_at_idx',
+            ),
+        ),
+    ]

fx_shared_models-0.2.99/shared_models/accounts/models.py

@@ -0,0 +1,188 @@
+from django.core.validators import MinValueValidator
+from django.db import models
+from django.utils import timezone
+from ..common.base import BaseModel
+from ..services.group_resolver import MT5GroupResolverService
+
+class Account(BaseModel):
+    """
+    Trading account model
+    """
+    id = models.AutoField(primary_key=True, editable=False)
+    
+    # Relations
+    server = models.ForeignKey('system_settings.TradingPlatformServer',
+                             on_delete=models.PROTECT,
+                             related_name='accounts')
+    account_type = models.ForeignKey('system_settings.AccountType',
+                                   on_delete=models.PROTECT,
+                                   related_name='accounts')
+    customer = models.ForeignKey('customers.Customer',
+                               on_delete=models.CASCADE,
+                               related_name='accounts')
+    
+    # Account Details
+    login = models.IntegerField()
+    is_active = models.BooleanField(default=True)
+    is_archived = models.BooleanField(default=False)
+    archived_at = models.DateTimeField(
+        null=True,
+        blank=True,
+        help_text=(
+            "When this account was archived. NULL means either that the "
+            "account is not archived, or that it was archived before this "
+            "column existed. It is deliberately not backfilled: updated_at "
+            "moves on every later edit, so backfilling from it would bake an "
+            "unfalsifiable wrong date into the record."
+        ),
+    )
+    is_trading_enabled = models.BooleanField(default=True)
+    
+    # Group Configuration
+    is_swap_free = models.BooleanField(
+        default=False,
+        help_text="Whether this account uses Islamic (swap-free) groups"
+    )
+    has_bonus = models.BooleanField(
+        default=False,
+        help_text="Whether this account has bonus applied"
+    )
+    has_markup = models.BooleanField(
+        default=False,
+        help_text="Whether this account has markup applied"
+    )
+    currency = models.CharField(
+        max_length=3,
+        default='USD',
+    )
+
+    class Meta:
+        app_label = 'accounts'
+        db_table = 'accounts'
+        verbose_name = 'Account'
+        verbose_name_plural = 'Accounts'
+        unique_together = [['login', 'server']]
+        indexes = [
+            models.Index(fields=['login', 'server']),
+            models.Index(fields=['customer']),
+            models.Index(fields=['account_type']),
+            # The archived-accounts report windows on this column.
+            models.Index(fields=['archived_at'], name='accounts_archived_at_idx'),
+        ]
+        permissions = [
+            # Base CRUD permissions (auto-generated by Django)
+            # view_account, add_account, change_account, delete_account
+            
+            # Account-specific action permissions
+            ("enable_account_trading", "Can enable/disable account trading"),
+            ("archive_account", "Can archive account"),
+            ("reset_account_password", "Can reset account password"),
+            ("change_account_leverage", "Can change account leverage"),
+            ("change_account_group", "Can change account group"),
+            ("manage_account_bonus", "Can manage account bonus settings"),
+            ("manage_account_markup", "Can manage account markup settings"),
+            ("change_account_swap_status", "Can change swap-free status"),
+            ("view_account_trading_activity", "Can view account trading activity (positions, orders, deals)"),
+            ("view_account_analytics", "Can view account analytics and charts"),
+        ]
+
+    @classmethod
+    def from_db(cls, db, field_names, values):
+        instance = super().from_db(db, field_names, values)
+        instance._snapshot_archive_state(field_names)
+        return instance
+
+    def refresh_from_db(self, using=None, fields=None, **kwargs):
+        super().refresh_from_db(using=using, fields=fields, **kwargs)
+        self._snapshot_archive_state(fields)
+
+    def _snapshot_archive_state(self, field_names=None):
+        """Remember the stored is_archived so save() can spot a transition.
+
+        A partial load that did not fetch the column leaves the snapshot alone
+        rather than recording an in-memory value as if it came from the row.
+        """
+        if field_names is None or 'is_archived' in field_names:
+            self._archived_snapshot = self.is_archived
+
+    def save(self, *args, **kwargs):
+        """Keep archived_at in step with is_archived.
+
+        The stamp lives here rather than at each call site because is_archived
+        has more writers than the archive action: it is also a writable field
+        on the CRM account serializer, so a plain PATCH flips it. A call-site
+        guard would police only the call sites it knew about, and the column
+        would silently go NULL for every other path.
+
+        It fires on the TRANSITION, not on the state. Stamping whenever the
+        flag is set and the date is missing would quietly backfill every row
+        archived before this column existed, giving it the date of whatever
+        unrelated edit happened to touch it next — the exact invented date the
+        migration refused to write. A row whose archive date is unknown stays
+        NULL until something actually re-archives it.
+
+        Queryset .update() bypasses save() entirely, so the one bulk writer
+        (the customer deletion service) still has to stamp explicitly.
+
+        An explicitly supplied archived_at is respected, so a backfill or a
+        test can set a past date without save() overwriting it.
+        """
+        was_archived = (
+            False if self._state.adding
+            else getattr(self, '_archived_snapshot', None)
+        )
+        if self.is_archived and was_archived is False:
+            if self.archived_at is None:
+                self.archived_at = timezone.now()
+                self._add_update_field(kwargs, 'archived_at')
+        elif not self.is_archived and was_archived is True:
+            if self.archived_at is not None:
+                self.archived_at = None
+                self._add_update_field(kwargs, 'archived_at')
+        super().save(*args, **kwargs)
+        self._archived_snapshot = self.is_archived
+
+    @staticmethod
+    def _add_update_field(kwargs, name):
+        """Include a field we just changed in an explicit update_fields list.
+
+        Without this, save(update_fields=['is_archived']) would flip the flag
+        and drop the timestamp on the floor.
+        """
+        update_fields = kwargs.get('update_fields')
+        if update_fields is not None and name not in update_fields:
+            kwargs['update_fields'] = list(update_fields) + [name]
+
+    def __str__(self):
+        return f"Account {self.login} ({self.customer.email})"
+
+    @property
+    def current_group(self):
+        """Get the current MT5 group path for this account"""
+        return MT5GroupResolverService.resolve_group(self)
+
+
+class AccountRiskSettings(BaseModel):
+    """CP self-service per-account risk guardrails. One row per account; null = not set."""
+
+    account = models.OneToOneField(
+        Account,
+        on_delete=models.CASCADE,
+        related_name='risk_settings',
+    )
+    daily_loss_limit = models.DecimalField(
+        max_digits=20, decimal_places=2, null=True, blank=True, default=None,
+        validators=[MinValueValidator(0)],
+        help_text='Account currency; null = not set.',
+    )
+    max_trades_per_day = models.IntegerField(
+        null=True, blank=True, default=None,
+        validators=[MinValueValidator(1)],
+        help_text='null = not set.',
+    )
+
+    class Meta:
+        app_label = 'accounts'
+        db_table = 'account_risk_settings'
+        verbose_name = 'Account Risk Settings'
+        verbose_name_plural = 'Account Risk Settings'

fx_shared_models-0.2.99/shared_models/balances/__init__.py

@@ -0,0 +1 @@
+default_app_config = 'shared_models.balances.apps.BalancesConfig'

fx_shared_models-0.2.99/shared_models/balances/apps.py

@@ -0,0 +1,8 @@
+from django.apps import AppConfig
+
+
+class BalancesConfig(AppConfig):
+    default_auto_field = 'django.db.models.BigAutoField'
+    name = 'shared_models.balances'
+    label = 'balances'
+    verbose_name = 'Shared Balances'

fx_shared_models-0.2.99/shared_models/balances/migrations/0001_initial.py

@@ -0,0 +1,43 @@
+from decimal import Decimal
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    initial = True
+
+    dependencies = [
+        ('accounts', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Balance',
+            fields=[
+                ('id', models.BigAutoField(primary_key=True, serialize=False)),
+                ('balance', models.DecimalField(decimal_places=10, default=Decimal('0'), max_digits=20)),
+                ('credit', models.DecimalField(decimal_places=10, default=Decimal('0'), max_digits=20)),
+                ('equity', models.DecimalField(decimal_places=10, default=Decimal('0'), max_digits=20)),
+                ('margin', models.DecimalField(decimal_places=10, default=Decimal('0'), max_digits=20)),
+                ('margin_free', models.DecimalField(decimal_places=10, default=Decimal('0'), max_digits=20)),
+                ('margin_level', models.DecimalField(decimal_places=10, default=Decimal('0'), max_digits=20)),
+                ('profit', models.DecimalField(decimal_places=10, default=Decimal('0'), max_digits=20)),
+                ('timestamp', models.DateTimeField()),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('updated_at', models.DateTimeField(auto_now=True)),
+                ('account', models.ForeignKey(
+                    db_column='account_id',
+                    on_delete=django.db.models.deletion.PROTECT,
+                    related_name='balances',
+                    to='accounts.account',
+                )),
+            ],
+            options={
+                'verbose_name': 'Balance',
+                'verbose_name_plural': 'Balances',
+                'db_table': 'balances',
+            },
+        ),
+    ]