unique_toolkit 1.43.0__tar.gz → 1.43.2__tar.gz

{unique_toolkit-1.43.0 → unique_toolkit-1.43.2}/CHANGELOG.md

@@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), 
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [1.43.2] - 2026-01-12
+- `DocxGeneratorService`: Alignment need to be specified by the template rather than in code
+
+## [1.43.1] - 2026-01-12
+- Remove accidental example report.md from repo
+
 ## [1.43.0] - 2026-01-11
 - Add `WriteUpAgent` as an experimental service
 

{unique_toolkit-1.43.0 → unique_toolkit-1.43.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: unique_toolkit
-Version: 1.43.0
+Version: 1.43.2
 Summary: 
 License: Proprietary
 Author: Cedric Klinkert
@@ -124,6 +124,12 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), 
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [1.43.2] - 2026-01-12
+- `DocxGeneratorService`: Alignment need to be specified by the template rather than in code
+
+## [1.43.1] - 2026-01-12
+- Remove accidental example report.md from repo
+
 ## [1.43.0] - 2026-01-11
 - Add `WriteUpAgent` as an experimental service
 

{unique_toolkit-1.43.0 → unique_toolkit-1.43.2}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "unique_toolkit"
-version = "1.43.0"
+version = "1.43.2"
 description = ""
 authors = [
     "Cedric Klinkert <cedric.klinkert@unique.ch>",

{unique_toolkit-1.43.0 → unique_toolkit-1.43.2}/unique_toolkit/_common/docx_generator/schemas.py

@@ -1,5 +1,4 @@
 from docx.document import Document as DocumentObject
-from docx.enum.text import WD_PARAGRAPH_ALIGNMENT
 from docxtpl import DocxTemplate
 from pydantic import BaseModel
 
@@ -7,45 +6,39 @@ from pydantic import BaseModel
 class HeadingField(BaseModel):
     text: str
     level: int = 4
-    alignment: WD_PARAGRAPH_ALIGNMENT = WD_PARAGRAPH_ALIGNMENT.LEFT
 
     def add(self, doc: DocumentObject):
         p = doc.add_heading(self.text, level=self.level)
-        p.alignment = self.alignment
         return p
 
     def __str__(self):
-        return f"HeadingField(text={self.text}, level={self.level}, alignment={self.alignment})"
+        return f"HeadingField(text={self.text}, level={self.level})"
 
 
 class ParagraphField(BaseModel):
     text: str
     style: str | None = None
-    alignment: WD_PARAGRAPH_ALIGNMENT = WD_PARAGRAPH_ALIGNMENT.LEFT
 
     def add(self, doc: DocumentObject):
         p = doc.add_paragraph(self.text, style=self.style)
-        p.alignment = self.alignment
         return p
 
     def __str__(self):
-        return f"ParagraphField(text={self.text}, style={self.style}, alignment={self.alignment})"
+        return f"ParagraphField(text={self.text}, style={self.style})"
 
 
 class RunField(BaseModel):
     text: str
     italic: bool | None = False
     bold: bool | None = False
-    alignment: WD_PARAGRAPH_ALIGNMENT = WD_PARAGRAPH_ALIGNMENT.LEFT
 
     def __str__(self):
-        return f"RunField(text={self.text}, italic={self.italic}, alignment={self.alignment})"
+        return f"RunField(text={self.text}, italic={self.italic}, bold={self.bold})"
 
 
 class RunsField(BaseModel):
     runs: list[RunField]
     style: str | None = None
-    alignment: WD_PARAGRAPH_ALIGNMENT = WD_PARAGRAPH_ALIGNMENT.LEFT
 
     def add(self, doc: DocumentObject):
         if not self.runs:
@@ -60,7 +53,7 @@ class RunsField(BaseModel):
         return p
 
     def __str__(self):
-        return f"RunsField(runs={self.runs}, style={self.style}, alignment={self.alignment})"
+        return f"RunsField(runs={self.runs}, style={self.style})"
 
 
 class ContentField(BaseModel):

unique_toolkit-1.43.0/unique_toolkit/_common/experimental/write_up_agent/examples/report.md

@@ -1,154 +0,0 @@
-
-# Personal
-
-
-
-📌 **Core Information**  
-- **Name**: Purushottam Sharma  
-- **Prename(s)**: Purushottam  
-- **Date of Birth**: 03.04.1986  
-- **Place of Birth**: Mumbai, India  
-- **Verification**: All personal details are confirmed via a valid Indian passport (DS435645G04), issued on 05.10.2021 and expiring on 05.10.2031. The document verifies name, date of birth, nationality, and place of origin. No additional documentation is required.  
-
-📌 **Marital Status**  
-- **Status**: Unmarried  
-- **Verification**: No evidence of marriage (e.g., marriage certificate, joint tax filings, or public records) was found. No indirect indicators, such as cohabitation records or joint assets, suggest a marital relationship. The absence of evidence over time supports the conclusion of being unmarried.  
-
-📌 **Nationality**  
-- **Nationality**: Indian (IND)  
-- **Verification**: The Indian passport (DS435645G04) serves as the primary proof of nationality. No evidence of dual or additional citizenships was identified.  
-
-📌 **Political Exposure**  
-- No indications of managerial roles, political activity, or Politically Exposed Person (PEP) status were found in any category.  
-
-All personal details are verified, complete, and supported by official documentation.
-
-
----
-
-
-# Employment
-
-
-
-Mr. Purushottam R. Sharma’s employment history and income have been thoroughly analyzed, confirming a credible and realistic career trajectory with appropriate compensation for his current role as Chief Investment Officer (CIO) at Al Noor Capital Investments in Dubai’s DIFC.
-
-### Career Trajectory and Compensation
-- **Career Progression**: Mr. Sharma advanced from Financial Analyst (2005–2010) to Portfolio Manager (2010–2020) at Morgan Stanley, followed by his current role as CIO (2025–present). His career reflects steady growth in responsibility and compensation.
-- **Current Compensation**: His annual gross income of AED 700,000 includes a basic salary (AED 540,000), housing allowance (AED 100,000), transport (AED 24,000), and other benefits (AED 36,000). This package aligns with DIFC market benchmarks for mid-tier CIO roles, which range from AED 650,000 to 1,000,000 annually.
-- **Inflation Adjustment**: The current salary is consistent with inflation-adjusted benchmarks for his career progression, reflecting a 110% increase from his estimated entry-level salary in 2005 and a slight increase from his mid-career earnings as a Portfolio Manager.
-
-### Contextual Factors Influencing Compensation
-1. **Company Size**: Al Noor Capital Investments is a mid-sized, boutique asset management firm, which typically offers lower compensation compared to larger, global institutions.
-2. **Tenure in Role**: Mr. Sharma’s appointment as CIO began in January 2025, and his salary likely reflects an entry-level package for the position, with potential for future increases based on performance.
-3. **Marital Status and Lifestyle**: As a single individual with no dependents, Mr. Sharma’s cost of living is lower, reducing the need for additional family-related benefits. His expense-to-income ratio is approximately 43%, allowing for a high savings rate of ~57%.
-4. **Employment Gap (2020–2025)**: A five-year gap in his career may have influenced his initial compensation upon re-entering the workforce, though no red flags or misconduct were identified during this period.
-
-### Cost of Living and Savings
-- **Living Costs**: Estimated annual expenses in Dubai range from AED 240,000 to 300,000, including housing, transportation, utilities, and leisure. Mr. Sharma’s housing and transport allowances adequately cover these costs.
-- **Savings Capacity**: With zero personal income tax in the UAE and a high savings rate, Mr. Sharma’s disposable income (~AED 400,000 annually) supports a comfortable lifestyle and significant financial security.
-
-### Verification and Credibility
-- **Income Verification**: Employment certificates, payslips, payroll summaries, and tax residency certificates have been provided and verified.
-- **Market Alignment**: The salary is within 15–20% of the median for similar roles in the DIFC, indicating alignment with market standards.
-- **No Red Flags**: No evidence of political exposure, financial stress, or discrepancies in documentation was found.
-
-### Conclusion
-Mr. Sharma’s income is realistic and justified based on his career progression, the size and market position of his current employer, and his personal circumstances. The compensation package is competitive within the DIFC market and supports a high standard of living with substantial savings potential. The five-year employment gap (2020–2025) may have influenced his initial salary, but no further adjustments or concerns are warranted.
-
-
----
-
-
-# Inheritance And Gifts
-
-
-
-Mr. Purushottam R. Sharma received a single inheritance of USD 15,000,000 from his father, Mr. Rajendra V. Sharma, as the sole beneficiary under a Last Will and Testament dated March 12, 2003. The inheritance was distributed on June 30, 2005, following probate approval in Marin County, California (Case No. PR-2005-11876). The distribution was supported by primary legal documents, including the will, probate court order, executor’s certificate of distribution, and bank transfer records.
-
-### Composition of the Inheritance
-The inheritance, totaling USD 15,000,000, was derived from the following assets:
-- **Cash and Certificates of Deposit (CDs):** $6,200,000
-- **Marketable Securities:** $7,800,000 (liquidated prior to distribution)
-- **Net Proceeds from Real Property Sales:** $2,100,000
-- **Life Insurance Proceeds:** $450,000 (payable to the estate)
-
-After deducting debts, taxes, and administrative costs totaling $1,550,000, the net distributable estate amounted to $15,000,000.
-
-### Relationship and Reason for Inheritance
-The gifter, Mr. Rajendra V. Sharma, was the father of the beneficiary, Mr. Purushottam R. Sharma. This relationship is explicitly stated in the will and confirmed by probate documents. The inheritance was part of a planned familial wealth transfer, with no additional conditions or motives beyond standard estate planning.
-
-### Proof of Inheritance
-The inheritance is fully documented and legally validated through:
-- **Last Will and Testament (2003):** Declares Purushottam as the sole beneficiary.
-- **Probate Court Order (February 14, 2005):** Confirms the will’s validity and authorizes distribution.
-- **Executor’s Certificate of Distribution (June 30, 2005):** Confirms the transfer of $15,000,000.
-- **Bank Wire Records:** Document the transfer from Pacific Heritage Bank to Purushottam’s account.
-
-### Source of Wealth of the Gifter
-While the composition of Mr. Rajendra V. Sharma’s estate is detailed, the origin of his wealth (e.g., profession, business activities) is not documented. The estate’s composition suggests long-term wealth accumulation through investments, real estate, and insurance, typical of affluent individuals in California.
-
-### Summary
-- **Total Inherited Wealth:** USD 15,000,000
-- **Source:** Estate of Mr. Rajendra V. Sharma
-- **Legal Basis:** Court-supervised probate distribution
-- **Proof Level:** Comprehensive primary documentation
-No other gifts or inheritances are recorded for Mr. Purushottam R. Sharma. The inheritance process was legally robust, with all required documentation in place.
-
-
----
-
-
-# Inheritance And Gifts/ General Wealth Analysis
-
-
-
-The analysis of Mr. Purushottam R. Sharma’s wealth trajectory confirms the plausibility of his reported net worth of approximately USD 100 million by 2025, based on a verified inheritance of USD 15 million in 2005, a 10% annual return, and the tax-free environment of Dubai. The following key factors contribute to this conclusion:
-
-### Wealth Growth Analysis
-1. **Initial Capital and Investment Returns**:
-   - Starting with a USD 15 million inheritance in 2005, the portfolio grew at an average annual return of 10%, compounded over 20 years.
-   - The tax-free environment in Dubai allowed for uninterrupted compounding, resulting in a projected portfolio value of ~USD 100.9 million by 2025.
-
-2. **Lifestyle and Expenditures**:
-   - Annual luxury lifestyle expenses are estimated at ~USD 700,000 (~AED 2.57 million), covering a high-end villa, private education, travel, staff, and other costs.
-   - Even with these withdrawals, the portfolio is projected to grow significantly, reaching ~USD 90–95 million after 20 years of spending.
-
-3. **Investment Strategy**:
-   - A diversified portfolio with allocations to global equities, ETFs, private equity, real estate, and cash has been assumed, yielding an average return of 10% annually.
-   - USD-denominated investments provide protection against inflation and currency fluctuations.
-
-### Key Factors Supporting Wealth Accumulation
-1. **Tax-Free Environment**:
-   - Dubai’s lack of income, capital gains, and wealth taxes ensures full compounding of returns without tax drag.
-2. **Disciplined Spending**:
-   - Annual withdrawals represent a small percentage of the portfolio, ensuring sustainable growth.
-3. **Professional Management**:
-   - Low fees and strategic reinvestment of returns contribute to long-term wealth preservation.
-4. **Favorable Economic Conditions**:
-   - Access to global markets, stable financial infrastructure, and a long-term residency in Dubai enhance wealth-building opportunities.
-
-### Wealth Composition (2025, Inflation-Adjusted)
-- **Global Equities & ETFs**: ~USD 60M
-- **Private Investments**: ~USD 20M
-- **Real Estate**: ~USD 12M
-- **Cash & Reserves**: ~USD 5M
-- **Luxury Assets (e.g., art, yachts)**: ~USD 3M
-- **Total Net Worth**: ~USD 100M
-
-### Strategic Recommendations
-1. **Maintain Tax Efficiency**:
-   - Continue leveraging Dubai’s tax-free environment to maximize compounding and preserve wealth.
-2. **Diversify Investments**:
-   - Ensure a balanced portfolio across asset classes to mitigate risks and sustain returns.
-3. **Monitor Lifestyle Spending**:
-   - Keep annual expenditures within sustainable limits to avoid unnecessary drawdowns.
-4. **Leverage Professional Management**:
-   - Engage experienced financial advisors to optimize returns and minimize fees.
-
-### Conclusion
-Mr. Sharma’s financial profile is credible and aligns with the wealth accumulation patterns of ultra-high-net-worth individuals in tax-efficient jurisdictions. His net worth of ~USD 100 million is realistic, supported by verified inheritance, disciplined investment strategies, and the favorable fiscal environment of Dubai. With continued prudent management, his wealth is sustainable for generations.
-
-
----
-