wbcompliance 2.2.1__py2.py3-none-any.whl

wbcompliance/migrations/0011_alter_riskrule_parameters.py

@@ -0,0 +1,21 @@
+# Generated by Django 4.2.7 on 2023-11-06 13:30
+
+import django.core.serializers.json
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        (
+            "wbcompliance",
+            "0001_initial_squashed_squashed_0010_alter_checkedobjectincidentrelationship_resolved_by_and_more",
+        ),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="riskrule",
+            name="parameters",
+            field=models.JSONField(blank=True, default=dict, encoder=django.core.serializers.json.DjangoJSONEncoder),
+        ),
+    ]

wbcompliance/migrations/0012_alter_compliancetype_options.py

@@ -0,0 +1,20 @@
+# Generated by Django 4.2.9 on 2024-02-20 10:08
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcompliance", "0011_alter_riskrule_parameters"),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name="compliancetype",
+            options={
+                "permissions": [("administrate_compliance", "Can Administrate Compliance")],
+                "verbose_name": "Compliance Type",
+                "verbose_name_plural": "Compliance Types",
+            },
+        ),
+    ]

wbcompliance/migrations/0013_alter_riskrule_unique_together.py

@@ -0,0 +1,16 @@
+# Generated by Django 4.2.9 on 2024-02-26 13:47
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcompliance", "0012_alter_compliancetype_options"),
+    ]
+
+    operations = [
+        migrations.AlterUniqueTogether(
+            name="riskrule",
+            unique_together=set(),  # we cannot have a uniqueness on these two fields because when the rule is created, it set the parameters with the default value until it is changed in a second step by the user. Furthermore, we kind of want user to be able to create similar rule but with different threashold and notifiee policy
+        ),
+    ]

wbcompliance/migrations/0014_alter_reviewcompliancetask_year.py

@@ -0,0 +1,27 @@
+# Generated by Django 4.2.10 on 2024-03-06 09:29
+
+import django.core.validators
+import wbcore.models.fields
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcompliance", "0013_alter_riskrule_unique_together"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="reviewcompliancetask",
+            name="year",
+            field=wbcore.models.fields.YearField(
+                blank=True,
+                null=True,
+                validators=[
+                    django.core.validators.MinValueValidator(1000),
+                    django.core.validators.MaxValueValidator(9999),
+                ],
+                verbose_name="Year",
+            ),
+        ),
+    ]

wbcompliance/migrations/0015_auto_20240103_0957.py

@@ -0,0 +1,43 @@
+# Generated by Django 4.2.8 on 2024-01-03 08:57
+
+from contextlib import suppress
+
+from django.apps import apps
+from django.contrib.contenttypes.models import ContentType
+from django.db import migrations
+
+
+def migrate_content_type(apps, schema_editor):
+    RiskIncident = apps.get_model("wbcompliance", "RiskIncident")
+
+    for model_name in [
+        "Classification",
+        "Instrument",
+        "ClassificationGroup",
+        "Deal",
+        "Exchange",
+        "InstrumentClassificationRelatedInstrument",
+        "InstrumentClassificationThroughModel",
+        "InstrumentFavoriteGroup",
+        "InstrumentList",
+        "InstrumentListThroughModel",
+        "InstrumentRequest",
+        "RelatedInstrumentThroughModel",
+        "InstrumentPrice",
+    ]:
+        with suppress(ContentType.DoesNotExist):
+            old_ct = ContentType.objects.get(app_label="wbportfolio", model=model_name.lower())
+            new_ct = ContentType.objects.get(app_label="wbfdm", model=model_name.lower())
+            RiskIncident.objects.filter(breached_content_type_id=old_ct.id).update(breached_content_type_id=new_ct.id)
+
+
+class Migration(migrations.Migration):
+    dependencies = (
+        [
+            ("wbcompliance", "0014_alter_reviewcompliancetask_year"),
+            ("wbfdm", "0012_instrumentprice_created_instrumentprice_modified"),
+        ]
+        if apps.is_installed("wbfdm")
+        else [("wbcompliance", "0014_alter_reviewcompliancetask_year")]
+    )
+    operations = [migrations.RunPython(migrate_content_type)]

wbcompliance/migrations/0016_checkedobjectincidentrelationship_report_details_and_more.py

@@ -0,0 +1,37 @@
+# Generated by Django 5.0.8 on 2024-08-28 11:32
+
+import django.core.serializers.json
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcompliance", "0015_auto_20240103_0957"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="checkedobjectincidentrelationship",
+            name="report_details",
+            field=models.JSONField(default=dict, blank=True, encoder=django.core.serializers.json.DjangoJSONEncoder),
+        ),
+        migrations.AddField(
+            model_name="rulebackend",
+            name="incident_report_template",
+            field=models.TextField(
+                default="<ul>\n    {% for key, value in report_details.items %}\n        <li><strong>{{ key }}: </strong> {{ value }}</li>\n    {% endfor %}\n</ul>\n",
+                verbose_name="Incident Template",
+            ),
+        ),
+        migrations.AddField(
+            model_name="checkedobjectincidentrelationship",
+            name="breached_value",
+            field=models.CharField(
+                blank=True,
+                help_text="The value that breached the rule threshold, can be None",
+                max_length=128,
+                null=True,
+                verbose_name="Breached Value",
+            ),
+        ),
+    ]

wbcompliance/migrations/0017_alter_rulebackend_incident_report_template.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.0.9 on 2024-10-11 11:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcompliance", "0016_checkedobjectincidentrelationship_report_details_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="rulebackend",
+            name="incident_report_template",
+            field=models.TextField(
+                default='<ul style="line-height: 13px; text-align: left; margin: 0; padding: 10px;">\n    {% for key, value in report_details.items %}\n        <li><strong>{{ key }}: </strong> {{ value | safe }}</li>\n    {% endfor %}\n</ul>\n',
+                verbose_name="Incident Template",
+            ),
+        ),
+    ]

wbcompliance/migrations/0018_alter_rulecheckedobjectrelationship_unique_together.py

@@ -0,0 +1,39 @@
+# Generated by Django 5.0.9 on 2024-10-17 07:58
+
+from django.db import migrations
+from django.db.models import Count
+
+
+def remove_duplicates(apps, schema_editor):
+    RuleCheckedObjectRelationship = apps.get_model("wbcompliance", "RuleCheckedObjectRelationship")
+    for row in (
+        RuleCheckedObjectRelationship.objects.values("rule", "checked_object_content_type", "checked_object_id")
+        .annotate(c=Count("*"))
+        .filter(c__gt=1)
+    ):
+        qs = RuleCheckedObjectRelationship.objects.filter(
+            rule=row["rule"],
+            checked_object_content_type=row["checked_object_content_type"],
+            checked_object_id=row["checked_object_id"],
+        )
+        base = qs.first()
+        for rel in qs.exclude(id=base.id):
+            rel.checks.update(rule_checked_object_relationship=rel)
+            rel.delete()
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("contenttypes", "0002_remove_content_type_name"),
+        ("wbcompliance", "0017_alter_rulebackend_incident_report_template"),
+    ]
+
+    operations = [
+        migrations.RunSQL(sql="SET CONSTRAINTS ALL IMMEDIATE;"),
+        migrations.RunPython(remove_duplicates),
+        migrations.RunSQL(sql="SET CONSTRAINTS ALL DEFERRED;"),
+        migrations.AlterUniqueTogether(
+            name="rulecheckedobjectrelationship",
+            unique_together={("rule", "checked_object_content_type", "checked_object_id")},
+        ),
+    ]

wbcompliance/migrations/0019_rulegroup_riskrule_activation_date_and_more.py

@@ -0,0 +1,60 @@
+# Generated by Django 5.0.9 on 2024-11-27 15:14
+
+from contextlib import suppress
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+def set_activation_date(*args):
+    from wbcompliance.models.risk_management import RiskCheck, RiskRule
+
+    for rule in RiskRule.objects.filter(activation_date__isnull=True):
+        with suppress(RiskCheck.DoesNotExist):
+            rule.activation_date = rule.checks.earliest("evaluation_date").evaluation_date
+            rule.save()
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcompliance", "0018_alter_rulecheckedobjectrelationship_unique_together"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="RuleGroup",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("key", models.CharField(max_length=255, unique=True)),
+                ("name", models.CharField(max_length=255)),
+            ],
+        ),
+        migrations.AddField(
+            model_name="riskrule",
+            name="activation_date",
+            field=models.DateField(blank=True, null=True, verbose_name="Activation Date"),
+        ),
+        migrations.AddField(
+            model_name="riskrule",
+            name="frequency",
+            field=models.CharField(
+                blank=True,
+                help_text="The Evaluation Frequency in RRULE format",
+                max_length=56,
+                null=True,
+                verbose_name="Evaluation Frequency",
+            ),
+        ),
+        migrations.AddField(
+            model_name="rulebackend",
+            name="rule_group",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                related_name="rules",
+                to="wbcompliance.rulegroup",
+            ),
+        ),
+        migrations.RunPython(set_activation_date),
+    ]

wbcompliance/models/__init__.py

@@ -0,0 +1,20 @@
+from .compliance_form import (
+    ComplianceForm,
+    ComplianceFormRule,
+    ComplianceFormSection,
+    ComplianceFormSignature,
+    ComplianceFormSignatureRule,
+    ComplianceFormSignatureSection,
+    ComplianceFormType,
+)
+from .compliance_task import (
+    ComplianceAction,
+    ComplianceEvent,
+    ComplianceTask,
+    ComplianceTaskGroup,
+    ComplianceTaskInstance,
+    ComplianceType,
+    ReviewComplianceTask,
+)
+from .compliance_type import ComplianceType, update_or_create_compliance_document
+from .risk_management import *