mainsequence 2.0.2a0__py3-none-any.whl → 2.0.4__py3-none-any.whl

mainsequence/cli/api.py

@@ -38,6 +38,9 @@ def _refresh_token() -> str | None:
     return tok.get("refresh")
 
 def login(email: str, password: str) -> dict:
+    email = (email or "").strip()
+    password = (password or "").rstrip("\r\n")
+
     url = _full(AUTH_PATHS["obtain"])
     payload = {"email": email, "password": password}  # server expects 'email'
     r = S.post(url, data=json.dumps(payload))
@@ -155,3 +158,31 @@ def add_deploy_key(project_id: int | str, key_title: str, public_key: str) -> No
                {"key_title": key_title, "public_key": public_key})
     except Exception:
         pass
+
+def get_project_token(project_id: int | str) -> str:
+    """
+    Fetch the project's token using the current access token.
+    If the access token is expired or missing, authed() will refresh once.
+    If refresh also fails, NotLoggedIn is raised so the caller can prompt re-login.
+    """
+    r = authed("GET", f"/orm/api/pods/projects/{project_id}/get_project_token/")
+    if not r.ok:
+        # authed() already tried refresh on 401;
+        # at this point treat as API error with server message.
+        msg = r.text
+        try:
+            if r.headers.get("content-type","").startswith("application/json"):
+                data = r.json()
+                msg = data.get("detail") or data.get("message") or msg
+        except Exception:
+            pass
+        raise ApiError(f"Project token fetch failed ({r.status_code}). {msg}")
+
+    token = None
+    if r.headers.get("content-type","").startswith("application/json"):
+        data = r.json()
+        token=data["development"][0]
+        token = (r.text or "").strip()
+    if not token:
+        raise ApiError("Project token response did not include a token.")
+    return token

mainsequence/cli/cli.py

@@ -26,6 +26,7 @@ from .api import (
     login as api_login,
     repo_name_from_git_url,
     safe_slug,
+get_project_token
 )
 from .ssh_utils import (
     ensure_key_for_repo,
@@ -128,7 +129,6 @@ def _render_projects_table(items: list[dict], links: dict, base_dir: str, org_sl
 def login(
     email: str = typer.Argument(..., help="Email/username (server expects 'email' field)"),
     password: Optional[str] = typer.Option(None, prompt=True, hide_input=True, help="Password"),
-    export: bool = typer.Option(False, "--export", help='Print `export MAIN_SEQUENCE_USER_TOKEN=...` so you can eval it'),
     no_status: bool = typer.Option(False, "--no-status", help="Do not print projects table after login")
 ):
     """
@@ -146,9 +146,7 @@ def login(
     typer.secho(f"Signed in as {res['username']} (Backend: {res['backend']})", fg=typer.colors.GREEN)
     typer.echo(f"Projects base folder: {base}")
 
-    tok = cfg.get_tokens().get("access", os.environ.get("MAIN_SEQUENCE_USER_TOKEN", ""))
-    if export and tok:
-        print(f'export MAIN_SEQUENCE_USER_TOKEN="{tok}"')
+
 
     if not no_status:
         try:
@@ -287,6 +285,7 @@ def project_set_up_locally(
     cfg_obj = cfg.get_config()
     base = base_dir or cfg_obj["mainsequence_path"]
 
+
     org_slug = _org_slug_from_profile()
 
     items = get_projects()
@@ -346,8 +345,33 @@ def project_set_up_locally(
     else:
         if env_text and not env_text.endswith("\n"): env_text += "\n"
         env_text += f"VFB_PROJECT_PATH={str(target_dir)}\n"
+
+    try:
+        project_token = get_project_token(project_id)
+    except NotLoggedIn:
+        typer.secho("Session expired or refresh failed. Run: mainsequence login <email>", fg=typer.colors.RED)
+        raise typer.Exit(1)
+    except ApiError as e:
+        typer.secho(f"Could not fetch project token: {e}", fg=typer.colors.RED)
+        raise typer.Exit(1)
+
+    lines = env_text.splitlines()
+    if any(line.startswith("MAINSEQUENCE_TOKEN=") for line in lines):
+        lines = [
+            (f"MAINSEQUENCE_TOKEN={project_token}" if line.startswith("MAINSEQUENCE_TOKEN=") else line)
+            for line in lines
+        ]
+        env_text = "\n".join(lines)
+    else:
+        if env_text and not env_text.endswith("\n"): env_text += "\n"
+        env_text += f"MAINSEQUENCE_TOKEN={project_token}\n"
+
+    # write final .env with both vars present
     (target_dir / ".env").write_text(env_text, encoding="utf-8")
 
+
+
+
     cfg.set_link(project_id, str(target_dir))
 
     typer.secho(f"Local folder: {target_dir}", fg=typer.colors.GREEN)

mainsequence/cli/config.py

@@ -75,4 +75,8 @@ def set_env_access(access: str) -> None:
 def backend_url() -> str:
     cfg = get_config()
     url = (cfg.get("backend_url") or DEFAULTS["backend_url"]).rstrip("/")
+
+    if os.environ.get("MAIN_SEQUENCE_BACKEND_URL") is not None:
+        url=os.environ.get("MAIN_SEQUENCE_BACKEND_URL")
+
     return url

mainsequence/client/__init__.py

@@ -4,7 +4,7 @@ from .models_tdag import (request_to_datetime, LocalTimeSeriesDoesNotExist, Dyna
                           SourceTableConfigurationDoesNotExist, LocalTimeSerieUpdateDetails,
                           JSON_COMPRESSED_PREFIX, Scheduler, SchedulerDoesNotExist, LocalTimeSerie,
                           DynamicTableMetaData, DynamicTableDataSource,DUCK_DB,
-ColumnMetaData,Artifact,TableMetaData ,DataFrequency,SourceTableConfiguration,
+ColumnMetaData,Artifact,TableMetaData ,DataFrequency,SourceTableConfiguration,Constant,
                           Project, UniqueIdentifierRangeMap, LocalTimeSeriesHistoricalUpdate,
                           UpdateStatistics, DataSource, PodDataSource, SessionDataSource)
 

mainsequence/client/base.py

@@ -128,6 +128,7 @@ class BaseObjectOrm:
         "DynamicResource": "tdag-gpt/dynamic_resource",
         "Artifact": "pods/artifact",
         "Job": "pods/job",
+        "Constant":"pods/constant",
 
         #ReportBuilder
         "Presentation": "reports/presentations",

mainsequence/client/models_tdag.py

@@ -18,9 +18,10 @@ from typing import Union
 import time
 import os
 from mainsequence.logconf import logger
+from threading import RLock
 
-from pydantic import BaseModel, Field, field_validator
-from typing import Optional, List, Dict, Any, TypedDict, Tuple
+from pydantic import BaseModel, Field, field_validator,computed_field
+from typing import Optional, List, Dict, Any, TypedDict, Tuple, ClassVar
 from .data_sources_interfaces import timescale as TimeScaleInterface
 from functools import wraps
 import math
@@ -29,6 +30,9 @@ import base64
 import numpy as np
 import concurrent.futures
 
+from cachetools import TTLCache, cachedmethod
+from operator import attrgetter
+
 _default_data_source = None  # Module-level cache
 
 JSON_COMPRESSED_PREFIX = ["json_compressed", "jcomp_"]
@@ -2272,5 +2276,129 @@ class PodDataSource:
         return f"{self.data_source.related_resource}"
 
 
+
+def _norm_value(v: Any) -> Any:
+    """Normalize values into hashable, deterministic forms for the cache key."""
+    # Project objects → their integer IDs (project scoped vs global)
+    if Project and isinstance(v, Project):
+        return getattr(v, "id", v)
+
+    # Common iterables → sorted tuples to ignore order in queries like name__in
+    if isinstance(v, (set, list, tuple)):
+        # Convert nested items too, just in case
+        return tuple(sorted(_norm_value(x) for x in v))
+
+    # Dicts → sorted (k,v) tuples
+    if isinstance(v, dict):
+        return tuple(sorted((k, _norm_value(val)) for k, val in v.items()))
+
+    return v  # primitives pass through
+def _norm_kwargs(kwargs: Dict[str, Any]) -> Tuple[Tuple[str, Any], ...]:
+    """Stable, hashable key from kwargs (order-insensitive)."""
+    items = []
+    for k, v in kwargs.items():
+        # Special-case a big `name__in` so you don’t produce huge keys.
+        if k == "name__in" and isinstance(v, (list, tuple, set)):
+            items.append((k, tuple(sorted(str(x) for x in v))))
+        else:
+            items.append((k, _norm_value(v)))
+    return tuple(sorted(items))
+
+class Constant(BasePydanticModel, BaseObjectOrm):
+    """
+    Simple scoped constant.
+    - Global when project is None.
+    - Project-scoped when project is set.
+
+    Uniqueness (enforced in DB/service layer):
+      * Global:      (organization_owner, name)
+      * Per-project: (organization_owner, project, name)
+    """
+    id: Optional[int]
+
+    name: str = Field(
+        ...,
+        max_length=255,
+        description="UPPER_SNAKE_CASE; optional category via double-underscore, e.g. 'CURVE__US_TREASURIES'."
+    )
+    value: Any = Field(
+        ...,
+        description="Small JSON value (string/number/bool/object/array). Keep it small (e.g., <=10KB).",
+    )
+    project: Optional[Union[Project,int]] = Field(
+        None,
+        description="Project ID; None ⇒ global."
+    )
+    category: Optional[str] = None
+
+    # Class-level cache & lock (Pydantic ignores ClassVar)
+    _filter_cache: ClassVar[TTLCache] = TTLCache(maxsize=512, ttl=600)
+    _get_cache:    ClassVar[TTLCache] = TTLCache(maxsize=1024, ttl=600)
+
+
+    _cache_lock: ClassVar[RLock] = RLock()
+
+    model_config = dict(from_attributes=True)  # allows .model_validate(from_orm_obj)
+
+
+    @classmethod
+    @cachedmethod(
+        lambda cls: cls._filter_cache,  # <- resolves to the real TTLCache
+        lock=lambda cls: cls._cache_lock,
+        key=lambda cls, **kw: _norm_kwargs(kw)
+    )
+    def filter(cls, **kwargs):
+        # Delegate to your real filter (API/DB) only on cache miss
+        return super().filter(**kwargs)
+
+    @classmethod
+    @cachedmethod(
+        lambda cls: cls._get_cache,
+        lock=lambda cls: cls._cache_lock,
+        key=lambda cls, **kw: _norm_kwargs(kw),
+    )
+    def get(cls, **kwargs):
+        # e.g. get(name="CURVE__M_BONOS", project=None)
+        return super().get(**kwargs)
+
+    @classmethod
+    def get_value(cls,name:str,project_id:Optional[int]=None):
+        return cls.get(name=name,project_id=project_id).value
+
+    @classmethod
+    def invalidate_filter_cache(cls) -> None:
+        cls._filter_cache.clear()
+
+    @classmethod
+    def create_constants_if_not_exist(cls,constants_to_create: dict):
+        # crete global constants if not exist in  backed
+
+        # constants_to_create=dict(
+        # TIIE_28_UID        = "TIIE_28",
+        # TIIE_91_UID        = "TIIE_91",
+        # TIIE_182_UID       = "TIIE_182",
+        # TIIE_OVERNIGHT_UID = "TIIE_OVERNIGHT",
+        #
+        # CETE_28_UID        = "CETE_28",
+        # CETE_91_UID        = "CETE_91",
+        # CETE_182_UID       = "CETE_182",
+        #
+        # # Curve identifiers
+        # TIIE_28_ZERO_CURVE = "F_TIIE_28_VALMER",
+        # M_BONOS_ZERO_CURVE = "M_BONOS_ZERO_OTR",
+        #
+        #
+        # DISCOUNT_CURVES_TABLE         = "discount_curves",
+        # REFERENCE_RATES_FIXING_TABLE  = "fixing_rates_1d",
+        # )
+        existing_constants = cls.filter(name__in=list(constants_to_create.keys()))
+        existing_constants_names = [c.name for c in existing_constants]
+        constants_to_register = {k: v for k, v in constants_to_create.items() if k not in existing_constants_names}
+        created_constants=[]
+        for k, v in constants_to_register.items():
+            new_constant = cls.create(name=k, value=v)
+            created_constants.append(new_constant)
+        return created_constants
+
 SessionDataSource = PodDataSource()
 SessionDataSource.set_remote_db()

mainsequence/instruments/__init__.py

@@ -1 +1,2 @@
-from .instruments import *
+from .constants import *
+from .instruments import *

mainsequence/instruments/data_interface/__init__.py

@@ -1,10 +1,22 @@
 from .data_interface import DateInfo, MockDataInterface, MSInterface
-from mainsequence.instruments import settings
+from mainsequence.client import Constant as _C
+
+import os
 
 def _make_backend():
-    if getattr(settings, "data", None) and getattr(settings.data, "backend", "mock") == "mainsequence":
-        return MSInterface()
-    return MockDataInterface()
+    backend = os.getenv("MSI_DATA_BACKEND", "mock").lower()
+    return MSInterface() if backend == "mainsequence" else MockDataInterface()
 
 # export a single, uniform instance
-data_interface = _make_backend()
+data_interface = _make_backend()
+
+
+
+constants_to_create=dict(
+
+
+DISCOUNT_CURVES_TABLE         = "discount_curves",
+REFERENCE_RATES_FIXING_TABLE  = "fixing_rates_1d",
+)
+
+_C.create_constants_if_not_exist(constants_to_create)

mainsequence/instruments/data_interface/data_interface.py

@@ -2,12 +2,21 @@ import datetime
 from typing import Dict, Optional, TypedDict, Any
 import random
 from mainsequence.instruments.utils import to_ql_date
+import mainsequence.client as msc
 import QuantLib as ql
 import os
 import pandas as pd
 from pathlib import Path
 
 
+DISCOUNT_CURVES_TABLE=msc.Constant.get_or_none(name="DISCOUNT_CURVES_TABLE")
+REFERENCE_RATES_FIXING_TABLE = msc.Constant.get_or_none(name="REFERENCE_RATES_FIXING_TABLE")
+
+assert DISCOUNT_CURVES_TABLE is not None, "DISCOUNT_CURVES_TABLE not found in constants"
+assert REFERENCE_RATES_FIXING_TABLE is not None, "REFERENCE_RATES_FIXING_TABLE not found in constants"
+
+
+
 class DateInfo(TypedDict, total=False):
     """Defines the date range for a data query."""
     start_date: Optional[datetime.datetime]
@@ -278,7 +287,6 @@ class MSInterface():
     @cachedmethod(cache=attrgetter("_curve_cache"), lock=attrgetter("_curve_cache_lock"))
     def get_historical_discount_curve(self, curve_name, target_date):
         from mainsequence.tdag import APIDataNode
-        from mainsequence.instruments.settings import DISCOUNT_CURVES_TABLE
         data_node = APIDataNode.build_from_identifier(identifier=DISCOUNT_CURVES_TABLE)
 
 

mainsequence/instruments/instruments/interest_rate_swap.py

@@ -12,6 +12,8 @@ from mainsequence.instruments.pricing_models.swap_pricer import  get_swap_cashfl
 from mainsequence.instruments.pricing_models.indices import get_index
 from mainsequence.instruments.utils import to_ql_date, to_py_date
 from .base_instrument import InstrumentModel
+from mainsequence.instruments.pricing_models.indices import build_zero_curve
+
 
 from .ql_fields import (
     QuantLibPeriod as QPeriod,

mainsequence/instruments/instruments.default.toml

@@ -0,0 +1,17 @@
+# instruments.toml — defaults for MainSequence Instruments
+
+DISCOUNT_CURVES_TABLE        = "discount_curves"
+REFERENCE_RATES_FIXING_TABLE = "fixing_rates_1d"
+
+TIIE_28_ZERO_CURVE = "F_TIIE_28_VALMER"
+M_BONOS_ZERO_CURVE = "M_BONOS_ZERO_OTR"
+
+TIIE_28_UID        = "TIIE_28"
+TIIE_91_UID        = "TIIE_91"
+TIIE_182_UID       = "TIIE_182"
+TIIE_OVERNIGHT_UID = "TIIE_OVERNIGHT"
+
+CETE_28_UID  = "CETE_28"
+CETE_91_UID  = "CETE_91"
+CETE_182_UID = "CETE_182"
+

mainsequence/instruments/pricing_models/indices.py

@@ -1,18 +1,17 @@
 # pricing_models/indices.py
 # -*- coding: utf-8 -*-
 """
-Index factory for QuantLib (identifier-driven, no aliases/registry/tenor parsing).
+Index factory for QuantLib (identifier-driven).
 
 Usage
 -----
 >>> from datetime import date
->>> from mainsequence.instruments.settings import TIIE_28_UID
 >>> from mainsequence.instruments.pricing_models.indices import get_index
->>> idx = get_index(TIIE_28_UID, target_date=date(2024, 6, 14))  # As of target_date
+>>> idx = get_index("TIIE_28", target_date=date(2024, 6, 14))
 
 You can also supply a forwarding curve handle:
 >>> h = ql.RelinkableYieldTermStructureHandle()
->>> idx = get_index(TIIE_28_UID, target_date=date(2025, 9, 16), forwarding_curve=h)
+>>> idx = get_index("TIIE_28", target_date=date(2025, 9, 16), forwarding_curve=h)
 
 Notes
 -----
@@ -30,9 +29,8 @@ import QuantLib as ql
 from functools import lru_cache
 
 from mainsequence.instruments.data_interface import data_interface
-from mainsequence.instruments import settings
 from mainsequence.instruments.utils import to_py_date, to_ql_date
-
+from mainsequence.client import Constant as _C
 
 # ----------------------------- Cache (ONLY by identifier + date) ----------------------------- #
 
@@ -50,8 +48,8 @@ def clear_index_cache() -> None:
 # No tenor tokens; we store the QuantLib Period directly.
 
 INDEX_CONFIGS: Dict[str, Dict] = {
-    settings.indices.TIIE_28_UID: dict(
-        curve_uid=settings.curves.TIIE_28_ZERO_CURVE,
+    _C.get_value(name="TIIE_28_UID"): dict(
+        curve_uid=_C.get_value(name="TIIE_28_ZERO_CURVE"),
         calendar=(ql.Mexico() if hasattr(ql, "Mexico") else ql.TARGET()),
         day_counter=ql.Actual360(),
         currency=(ql.MXNCurrency() if hasattr(ql, "MXNCurrency") else ql.USDCurrency()),
@@ -60,8 +58,8 @@ INDEX_CONFIGS: Dict[str, Dict] = {
         bdc=ql.ModifiedFollowing,
         end_of_month=False,
     ),
-    settings.indices.TIIE_91_UID: dict(
-        curve_uid=settings.curves.TIIE_28_ZERO_CURVE,
+    _C.get_value(name="TIIE_91_UID"): dict(
+        curve_uid=_C.get_value(name="TIIE_28_ZERO_CURVE"),
         calendar=(ql.Mexico() if hasattr(ql, "Mexico") else ql.TARGET()),
         day_counter=ql.Actual360(),
         currency=ql.MXNCurrency(),
@@ -70,8 +68,8 @@ INDEX_CONFIGS: Dict[str, Dict] = {
         bdc=ql.ModifiedFollowing,
         end_of_month=False,
     ),
-    settings.indices.TIIE_182_UID: dict(
-        curve_uid=settings.curves.TIIE_28_ZERO_CURVE,
+    _C.get_value(name="TIIE_182_UID"): dict(
+        curve_uid=_C.get_value(name="TIIE_28_ZERO_CURVE"),
         calendar=(ql.Mexico() if hasattr(ql, "Mexico") else ql.TARGET()),
         day_counter=ql.Actual360(),
         currency=ql.MXNCurrency(),
@@ -81,8 +79,8 @@ INDEX_CONFIGS: Dict[str, Dict] = {
         end_of_month=False,
     ),
     # Add more identifiers here as needed.
-    settings.indices.TIIE_OVERNIGHT_UID: dict(
-        curve_uid=settings.curves.TIIE_28_ZERO_CURVE,
+    _C.get_value(name="TIIE_OVERNIGHT_UID"): dict(
+        curve_uid=_C.get_value(name="TIIE_28_ZERO_CURVE"),
         calendar=(ql.Mexico() if hasattr(ql, "Mexico") else ql.TARGET()),
         day_counter=ql.Actual360(),
         currency=ql.MXNCurrency(),
@@ -91,8 +89,8 @@ INDEX_CONFIGS: Dict[str, Dict] = {
         bdc=ql.ModifiedFollowing,
         end_of_month=False,
     ),
-    settings.indices.CETE_28_UID: dict(
-        curve_uid=settings.curves.M_BONOS_ZERO_CURVE,
+    _C.get_value(name="CETE_28_UID"): dict(
+        curve_uid=_C.get_value(name="M_BONOS_ZERO_CURVE"),
         calendar=(ql.Mexico() if hasattr(ql, "Mexico") else ql.TARGET()),
         day_counter=ql.Actual360(),  # BONOS accrue on Act/360
         currency=ql.MXNCurrency(),
@@ -101,9 +99,19 @@ INDEX_CONFIGS: Dict[str, Dict] = {
         bdc=ql.Following,  # “next banking business day” => Following
         end_of_month=False,  # Irrelevant when scheduling by days
     ),
+    _C.get_value(name="CETE_91_UID"): dict(
+        curve_uid=_C.get_value(name="M_BONOS_ZERO_CURVE"),
+        calendar=(ql.Mexico() if hasattr(ql, "Mexico") else ql.TARGET()),
+        day_counter=ql.Actual360(),  # BONOS accrue on Act/360
+        currency=ql.MXNCurrency(),
+        period=ql.Period(91, ql.Days),  # Coupons every 28 days
+        settlement_days=1,  # T+1 in Mexico since May 27–28, 2024
+        bdc=ql.Following,  # “next banking business day” => Following
+        end_of_month=False,  # Irrelevant when scheduling by days
+    ),
 
-    settings.indices.CETE_182_UID: dict(
-        curve_uid=settings.curves.M_BONOS_ZERO_CURVE,
+    _C.get_value(name="CETE_182_UID"): dict(
+        curve_uid=_C.get_value(name="M_BONOS_ZERO_CURVE"),
         calendar=(ql.Mexico() if hasattr(ql, "Mexico") else ql.TARGET()),
         day_counter=ql.Actual360(),  # BONOS accrue on Act/360
         currency=ql.MXNCurrency(),

mainsequence/instruments/settings.py

@@ -7,6 +7,8 @@ import sys
 from pathlib import Path
 from types import SimpleNamespace
 
+
+HERE = Path(__file__).resolve().parent
 # ---------------- App identity & app dirs ----------------
 APP_VENDOR = "mainsequence"
 APP_NAME = "instruments"
@@ -15,6 +17,8 @@ APP_ID = f"{APP_VENDOR}/{APP_NAME}"
 # All environment variables use this prefix now.
 ENV_PREFIX = "MSI"                    # e.g., MSI_CONFIG_FILE, MSI_DATA_BACKEND
 ENV_CONFIG_FILE = f"{ENV_PREFIX}_CONFIG_FILE"
+ENV_DEFAULT_TOML_FILE = f"{ENV_PREFIX}_DEFAULT_TOML_FILE"
+
 
 def _user_config_root() -> Path:
     if sys.platform == "win32":
@@ -62,31 +66,22 @@ def _load_file_config() -> dict:
             pass
     return {}
 
-# ---------------- default TOML (written only if no config exists) ----------------
-DEFAULT_TOML = """# instruments.toml — defaults for MainSequence Instruments
-
-DISCOUNT_CURVES_TABLE        = "discount_curves"
-REFERENCE_RATES_FIXING_TABLE = "fixing_rates_1d"
-
-TIIE_28_ZERO_CURVE = "F_TIIE_28_VALMER"
-M_BONOS_ZERO_CURVE = "M_BONOS_ZERO_OTR"
-
-TIIE_28_UID        = "TIIE_28"
-TIIE_91_UID        = "TIIE_91"
-TIIE_182_UID       = "TIIE_182"
-TIIE_OVERNIGHT_UID = "TIIE_OVERNIGHT"
-
-CETE_28_UID  = "CETE_28"
-CETE_91_UID  = "CETE_91"
-CETE_182_UID = "CETE_182"
-
-[data]
-backend = "mock"
-
-[files]
-tiie_zero_csv      = ""
-tiie28_fixings_csv = ""
-"""
+# ---------------- default TOML (read from a real file next to this module) -----
+def _read_default_toml_text() -> str | None:
+    """
+    Returns the text of the default TOML configuration.
+    Order of precedence:
+      1) Path from MSI_DEFAULT_TOML_FILE (if set)
+      2) instruments.default.toml next to this file
+    Returns None if no default file is found/readable.
+    """
+    candidate = Path(os.getenv(ENV_DEFAULT_TOML_FILE, HERE / "instruments.default.toml")).expanduser()
+    try:
+        if candidate.exists():
+            return candidate.read_text(encoding="utf-8")
+    except Exception:
+        pass
+    return None
 
 def _existing_config_path() -> Path | None:
     env_cfg = os.getenv(ENV_CONFIG_FILE)
@@ -108,11 +103,15 @@ def _ensure_default_config_file() -> Path | None:
     """If no config exists anywhere, create one. Never overwrites existing."""
     if _existing_config_path() is not None:
         return None
+    default_text = _read_default_toml_text()
+    if default_text is None:
+        return None
+
     target = Path(os.getenv(ENV_CONFIG_FILE, APP_ROOT / "config.toml")).expanduser()
     try:
         target.parent.mkdir(parents=True, exist_ok=True)  # ensure parent dir only
         if not target.exists():
-            target.write_text(DEFAULT_TOML, encoding="utf-8")
+            target.write_text(default_text, encoding="utf-8")
     except Exception:
         return None
     return target

{mainsequence-2.0.2a0.dist-info → mainsequence-2.0.4.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: mainsequence
-Version: 2.0.2a0
+Version: 2.0.4
 Summary: Main Sequence SDK
 Author-email: Main Sequence GmbH <dev@main-sequence.io>
 License: MainSequence GmbH SDK License Agreement

{mainsequence-2.0.2a0.dist-info → mainsequence-2.0.4.dist-info}/RECORD

@@ -2,15 +2,15 @@ mainsequence/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 mainsequence/__main__.py,sha256=1_gCQd-MlXQxAubgVdTDgmP2117UQmj5DvTI_PASZis,162
 mainsequence/logconf.py,sha256=OLkhALon2uIDZSeGOwX3DneapkVqlwDjqJm96TRAhgA,10057
 mainsequence/cli/__init__.py,sha256=TNxXsTPgb52OhakIda9wTRh91cqoBqgQRx5TxjzQQFU,21
-mainsequence/cli/api.py,sha256=swUAVjJCr2xannssLcg6BrwbToPFNgqu1G0_kyVTLck,6155
-mainsequence/cli/cli.py,sha256=fVc5k8g96LYDrah5334vDXeSGH8_lf6unMH0WSFtG34,16435
-mainsequence/cli/config.py,sha256=HVTGfXaxlYE47VShvYuIo40Wdkxaf3xYM_y4FsI0mGg,2583
+mainsequence/cli/api.py,sha256=mlBkpq_WF_MDn6u5G0MVAbBw2INLVd5Pl7g92bKaTG0,7377
+mainsequence/cli/cli.py,sha256=EE9oHiCvx6FeuzAYg7Yq178rddddmXiTVBOVILKApnI,17016
+mainsequence/cli/config.py,sha256=UAi0kfxro2oJhzaRdd2D3F72eGpqkYaWjSsCzBrb2LY,2705
 mainsequence/cli/ssh_utils.py,sha256=95CmZk2nIoJhNTCmifMEsE9QXJrXY3zvfxLQp3QpdiM,5088
-mainsequence/client/__init__.py,sha256=CDlJtsh0L9Z29OVMBnZsQajKBa193Yy5TkqLoilkbZM,869
-mainsequence/client/base.py,sha256=j6_iXmt6vPCS7INSOItTpM6ZbAmITAuPpMFNB9ZQTeE,15000
+mainsequence/client/__init__.py,sha256=5aDPrdS9GVebgQ52yYFre1H14n8pMrEEo0OVDZH0zvw,878
+mainsequence/client/base.py,sha256=yY8dar55QXKkN-g0ohw1jQEboZx5ZnNsnE01xwji93Q,15036
 mainsequence/client/models_helpers.py,sha256=QXu-EZK54ryszVbjREwb7qRrS2WPvn_voboptPTR6kM,4100
 mainsequence/client/models_report_studio.py,sha256=mKu7k0STyUZMTzTK98w46t2b1jv8hVhDpmCzI4EeSnQ,13971
-mainsequence/client/models_tdag.py,sha256=A9mjdpcXFWbxfb9B9gfqml3AK9Lxbc7ovFuofimHnwM,90328
+mainsequence/client/models_tdag.py,sha256=n8IK3tjiNqAlYSae_iVAfY45M0mts9EgWEjnaRger2M,94938
 mainsequence/client/models_vam.py,sha256=E78QsdDNszpgweVvGUY5QF3DDOtSjJNZeVXvast2BjU,72891
 mainsequence/client/utils.py,sha256=4aLctRMmQdFtLzaI9b28ifP141pO-VAmiQ7wTdHpqGg,11665
 mainsequence/client/data_sources_interfaces/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -27,16 +27,17 @@ mainsequence/dashboards/streamlit/core/theme.py,sha256=Gc2lIUDugogTSGgBLn6nL3PDJ
 mainsequence/dashboards/streamlit/pages/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 mainsequence/instrumentation/__init__.py,sha256=qfHOseVGOW_WdoTgw7TWZYpF1REwf14eF9awxWcLtfI,154
 mainsequence/instrumentation/utils.py,sha256=XgVg9FijubSy5qMNw0yCkl5TMD2n56TnT4Q58WfZXbw,3354
-mainsequence/instruments/__init__.py,sha256=HBHAfuMwV0LOxhjk7z7CvvD5lT1x8gJSaujjoIBtlak,26
-mainsequence/instruments/settings.py,sha256=kaQqp1USERxU-7zALEKysHinaNpmau06OWBdbcWNS9A,5670
+mainsequence/instruments/__init__.py,sha256=RZzyEw7P9mcNKhTd8G1a59xdDBEgUgtSLCuac49svtA,52
+mainsequence/instruments/instruments.default.toml,sha256=RnCWtS7YJ4t_JqTHJWUdvJhEf-SkADsnQzAyhJZTcXA,452
+mainsequence/instruments/settings.py,sha256=Jtwg9rO42uJ7DOL6HkW8RPgkDxE-G2YDuw0QcU8itrA,5857
 mainsequence/instruments/utils.py,sha256=eiqaTfcq4iulSdEwgi1sMq8xAKK8ONl22a-FNItcbYk,698
-mainsequence/instruments/data_interface/__init__.py,sha256=yfaifbYZmX0u7wmcf_27G0dUK3jEQrlFAEwSNLqrp24,370
-mainsequence/instruments/data_interface/data_interface.py,sha256=iIU92GT9iLVacrMVeTvJMYvoY2f0GsMkWtpnyBsKsbk,14905
+mainsequence/instruments/data_interface/__init__.py,sha256=Mz-Xx-qLNwI-iIJGL2ik-veUZuraU4aaDyUKhcOXsLg,548
+mainsequence/instruments/data_interface/data_interface.py,sha256=Xrvm8GQgALSTxt4vWK888J49X7pXisiitB2DTu9KnCg,15229
 mainsequence/instruments/instruments/__init__.py,sha256=Xe1hCMsOGc3IyyfA90Xuv7pO9t8TctpM7fo-6hML9Cg,154
 mainsequence/instruments/instruments/base_instrument.py,sha256=XQeZxDSGhZ_ZNut3867I_q3UvDvp9VZDW4VRzyyFe-A,3185
 mainsequence/instruments/instruments/bond.py,sha256=tm1Xr-OX2kbAzEZin5qbFBPhWyrFNUjLf7aWVQ6FTzg,17432
 mainsequence/instruments/instruments/european_option.py,sha256=amyl52DsgOSMDiMZn4CbmWA4QGfVn38ojVVMhdOLKXM,2760
-mainsequence/instruments/instruments/interest_rate_swap.py,sha256=NQljSAk4DyxAiUsAU2053TnCrbwjTqGk56m16Tgeh3w,7815
+mainsequence/instruments/instruments/interest_rate_swap.py,sha256=GJLi4yiIZNwjASLiOnEGw2owCh-v4NDQdcONNWS-wGs,7893
 mainsequence/instruments/instruments/json_codec.py,sha256=94sOEL2N7nPMUsleB3GD3FzwYy5sVYsgthvQ2g8u9gE,22070
 mainsequence/instruments/instruments/knockout_fx_option.py,sha256=JuRdBOOjrlLazH_Q98jTfTv7tA1nvG4QZHDkTgGlAnw,6115
 mainsequence/instruments/instruments/position.py,sha256=i8aYyPET1gipw7rgsJtZ4FZZ5EtFccu6DGI6yB_vKp8,19351
@@ -46,7 +47,7 @@ mainsequence/instruments/pricing_models/__init__.py,sha256=47DEQpj8HBSa-_TImW-5J
 mainsequence/instruments/pricing_models/black_scholes.py,sha256=bs7fsgiDKRuBZo7fvemVdmUHN-NjC2v6XUjhPaLNC-4,1588
 mainsequence/instruments/pricing_models/bond_pricer.py,sha256=JXBOsDonlLwYG3GyHGD7rV1cddCPot8ZgE1Th-tHiqY,6566
 mainsequence/instruments/pricing_models/fx_option_pricer.py,sha256=cMRejaIo3ZEhKCS960C7lg8ejh3b9RqIfL3Hhj4LB0A,3292
-mainsequence/instruments/pricing_models/indices.py,sha256=LYzjZWmZvwiv0Jlcr6f9v_Jy4HKvJd1BygQrtphWQH0,12437
+mainsequence/instruments/pricing_models/indices.py,sha256=20FgSKeWu7L2bpAZ1zklUnJ6SOi1BJk7yt1WfKPfDLg,12923
 mainsequence/instruments/pricing_models/knockout_fx_pricer.py,sha256=FrO1uRn63zktkm6LwfLKZf0vPn5x0NOCBIPfSPEIO9c,6772
 mainsequence/instruments/pricing_models/swap_pricer.py,sha256=vQXL1pgWPS9EUu8xXDyrA6QZm-t7wH0Hx3GU3yl1HHw,17994
 mainsequence/reportbuilder/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -103,9 +104,9 @@ mainsequence/virtualfundbuilder/resource_factory/app_factory.py,sha256=XSZo9ImdT
 mainsequence/virtualfundbuilder/resource_factory/base_factory.py,sha256=jPXdK2WCaNw3r6kP3sZGIL7M4ygfIMs8ek3Yq4QYQZg,9434
 mainsequence/virtualfundbuilder/resource_factory/rebalance_factory.py,sha256=ysEeJrlbxrMPA7wFw7KDtuCTzXYkdfYZuxUFpPPY7vE,3732
 mainsequence/virtualfundbuilder/resource_factory/signal_factory.py,sha256=ywa7vxxLlQopuRwwRKyj866ftgaj8uKVoiPQ9YJ2IIo,7198
-mainsequence-2.0.2a0.dist-info/licenses/LICENSE,sha256=fXoCKgEuZXmP84_QDXpvO18QHze_6AAhd-zvZBUjJxQ,4524
-mainsequence-2.0.2a0.dist-info/METADATA,sha256=bb5HvZ__jakAXCjRzCgo3QnSCoVpGeDMmykCsJsBnjI,8030
-mainsequence-2.0.2a0.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
-mainsequence-2.0.2a0.dist-info/entry_points.txt,sha256=2J8TprrUndh7AttNTlXAaxgGtkXFUAHgXs-M7DCj5MU,58
-mainsequence-2.0.2a0.dist-info/top_level.txt,sha256=uSLD9rXMDMN0cc1x0p808bwyQMoRmYY2pdQZEWLajX8,13
-mainsequence-2.0.2a0.dist-info/RECORD,,
+mainsequence-2.0.4.dist-info/licenses/LICENSE,sha256=fXoCKgEuZXmP84_QDXpvO18QHze_6AAhd-zvZBUjJxQ,4524
+mainsequence-2.0.4.dist-info/METADATA,sha256=E0-idLtngCwc20lVgtUq3DA_oYC1iMlyGH36WZ2Q8kM,8028
+mainsequence-2.0.4.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
+mainsequence-2.0.4.dist-info/entry_points.txt,sha256=2J8TprrUndh7AttNTlXAaxgGtkXFUAHgXs-M7DCj5MU,58
+mainsequence-2.0.4.dist-info/top_level.txt,sha256=uSLD9rXMDMN0cc1x0p808bwyQMoRmYY2pdQZEWLajX8,13
+mainsequence-2.0.4.dist-info/RECORD,,