wbfdm 1.43.1__py2.py3-none-any.whl

wbfdm/viewsets/configs/endpoints/__init__.py

@@ -0,0 +1,41 @@
+from .classifications import (
+    ClassificationClassificationGroupEndpointConfig,
+    ClassificationEndpointConfig,
+    ClassificationIcicleChartEndpointConfig,
+    ClassificationInstrumentRelatedInstrumentEndpointConfig,
+    ClassificationInstrumentThroughInstrumentModelEndpointConfig,
+    ClassificationParentClassificationEndpointConfig,
+    ClassificationTreeChartEndpointConfig,
+    InstrumentClassificationThroughEndpointConfig,
+    InstrumentClassificationThroughInstrumentModelEndpointConfig,
+)
+from .financials_analysis import (
+    CashFlowAnalysisInstrumentBarChartEndpointConfig,
+    CashFlowAnalysisInstrumentTableChartEndpointConfig,
+    EarningsInstrumentChartEndpointConfig,
+    FinancialsGraphInstrumentChartEndpointConfig,
+    NetDebtAndEbitdaInstrumentChartEndpointConfig,
+    ProfitabilityRatiosInstrumentChartEndpointConfig,
+    SummaryTableInstrumentChartEndpointConfig,
+)
+from .instrument_lists import (
+    InstrumentListThroughModelInstrumentListEndpointConfig,
+    InstrumentListThroughModelInstrumentEndpointConfig,
+    InstrumentListThroughModelEndpointConfig,
+)
+from .instrument_requests import InstrumentRequestEndpointConfig
+from .instruments import InstrumentEndpointConfig
+from .instrument_prices import (
+    InstrumentPriceInstrumentEndpointConfig,
+    InstrumentPriceStatisticsInstrumentEndpointConfig,
+    MonthlyPerformancesInstrumentEndpointConfig,
+    FinancialStatisticsInstrumentEndpointConfig,
+    InstrumentPriceInstrumentDistributionReturnsChartEndpointConfig,
+    BestAndWorstReturnsInstrumentEndpointConfig,
+)
+from .instruments_relationships import (
+    ClassifiedInstrumentEndpointConfig,
+    RelatedInstrumentThroughInstrumentEndpointConfig,
+)
+from .exchanges import ExchangeEndpointConfig
+from .esg import InstrumentESGPAIEndpointViewConfig, InstrumentESGControversiesEndpointViewConfig

wbfdm/viewsets/configs/endpoints/classifications.py

@@ -0,0 +1,87 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class ClassificationEndpointConfig(EndpointViewConfig):
+    pass
+
+
+class ClassificationClassificationGroupEndpointConfig(ClassificationEndpointConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:classificationgroup-classification-list",
+            args=[self.view.kwargs["group_id"]],
+            request=self.request,
+        )
+
+
+class ClassificationParentClassificationEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:classificationparent-classification-list",
+            args=[self.view.kwargs["parent_id"]],
+            request=self.request,
+        )
+
+
+class ClassificationTreeChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return None
+
+    def get_list_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:classificationgroup-treechart-list", args=[self.view.kwargs["group_id"]], request=self.request
+        )
+
+
+class ClassificationIcicleChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return None
+
+    def get_list_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:classificationgroup-iciclechart-list",
+            args=[self.view.kwargs["group_id"]],
+            request=self.request,
+        )
+
+
+class InstrumentClassificationThroughEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrumentclassificationrelationship-list",
+            args=[],
+            request=self.request,
+        )
+
+    def get_update_endpoint(self, **kwargs):
+        if "pk" in self.view.kwargs:
+            return super().get_update_endpoint()
+        return None
+
+
+class InstrumentClassificationThroughInstrumentModelEndpointConfig(InstrumentClassificationThroughEndpointConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-classification-list",
+            args=[self.view.instrument.get_root().id],
+            request=self.request,
+        )
+
+
+class ClassificationInstrumentThroughInstrumentModelEndpointConfig(InstrumentClassificationThroughEndpointConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:classification-instrument-list",
+            args=[self.view.kwargs["classification_id"]],
+            request=self.request,
+        )
+
+
+class ClassificationInstrumentRelatedInstrumentEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:related_instrument-list",
+            args=[self.view.kwargs["classified_instrument_id"]],
+            request=self.request,
+        )

wbfdm/viewsets/configs/endpoints/esg.py

@@ -0,0 +1,20 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class InstrumentESGPAIEndpointViewConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:pai-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class InstrumentESGControversiesEndpointViewConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:controversies-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )

wbfdm/viewsets/configs/endpoints/exchanges.py

@@ -0,0 +1,6 @@
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class ExchangeEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return super().get_endpoint()

wbfdm/viewsets/configs/endpoints/financials_analysis.py

@@ -0,0 +1,65 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class SummaryTableInstrumentChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-summarytablechart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class FinancialsGraphInstrumentChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-financialsgraphchart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class ProfitabilityRatiosInstrumentChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-profitabilityratioschart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class CashFlowAnalysisInstrumentTableChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-cashflowanalysistablechart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class CashFlowAnalysisInstrumentBarChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-cashflowanalysisbarchart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class NetDebtAndEbitdaInstrumentChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-netdebtandebitdachart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class EarningsInstrumentChartEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-earningschart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )

wbfdm/viewsets/configs/endpoints/instrument_lists.py

@@ -0,0 +1,38 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class InstrumentListThroughModelEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrumentlistthrough-list",
+            args=[],
+            request=self.request,
+        )
+
+
+class InstrumentListThroughModelInstrumentListEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrumentlist-instrumentlistthrough-list",
+            args=[self.view.kwargs["instrument_list_id"]],
+            request=self.request,
+        )
+
+
+class InstrumentListThroughModelInstrumentEndpointConfig(EndpointViewConfig):
+    PK_FIELD = "instrument_list"  # we expect that users want to go directly to the Instrument List model
+
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-instrumentlistthrough-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+    def get_instance_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrumentlist-list",
+            args=[],
+            request=self.request,
+        )

wbfdm/viewsets/configs/endpoints/instrument_prices.py

@@ -0,0 +1,51 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class InstrumentPriceInstrumentEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return None
+
+    def get_list_endpoint(self, **kwargs):
+        return reverse("wbfdm:instrument-price-list", [self.view.kwargs["instrument_id"]], request=self.request)
+
+
+class InstrumentPriceStatisticsInstrumentEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-pricestatisticchart-list",
+            [self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class MonthlyPerformancesInstrumentEndpointConfig(InstrumentPriceInstrumentEndpointConfig):
+    def get_list_endpoint(self, **kwargs):
+        return reverse("wbfdm:monthly_performances-list", [self.view.kwargs["instrument_id"]], request=self.request)
+
+
+class FinancialStatisticsInstrumentEndpointConfig(InstrumentPriceInstrumentEndpointConfig):
+    def get_list_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-financialstatistics-list",
+            [self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class InstrumentPriceInstrumentDistributionReturnsChartEndpointConfig(EndpointViewConfig):
+    def get_list_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-distributionreturnschart-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class BestAndWorstReturnsInstrumentEndpointConfig(EndpointViewConfig):
+    def get_list_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-bestandworstreturns-list",
+            [self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )

wbfdm/viewsets/configs/endpoints/instrument_requests.py

@@ -0,0 +1,20 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+from wbfdm.models import InstrumentRequest
+
+
+class InstrumentRequestEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse("wbfdm:instrumentrequest-list", args=[], request=self.request)
+
+    def get_instance_endpoint(self, **kwargs):
+        try:
+            obj = self.view.get_object()
+            if not self.view.has_validation_permission and obj.status != InstrumentRequest.Status.DRAFT:
+                return None
+        except AssertionError:
+            pass
+        return self.get_endpoint(**kwargs)
+
+    def get_delete_endpoint(self, **kwargs):
+        return None

wbfdm/viewsets/configs/endpoints/instruments.py

@@ -0,0 +1,13 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class InstrumentEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse("wbfdm:instrument-list", args=[], request=self.request)
+
+    def get_delete_endpoint(self, **kwargs):
+        return None
+
+    def get_create_endpoint(self, **kwargs):
+        return reverse("wbfdm:instrumentrequest-list", args=[], request=self.request)

wbfdm/viewsets/configs/endpoints/instruments_relationships.py

@@ -0,0 +1,31 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class RelatedInstrumentThroughInstrumentEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-relatedinstrument-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class ClassifiedInstrumentEndpointConfig(EndpointViewConfig):
+    PK_FIELD = "instrument"
+
+    def get_endpoint(self, **kwargs):
+        return reverse("wbfdm:classifiedinstrument-list", args=[], request=self.request)
+
+    def get_instance_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-list",
+            args=[],
+            request=self.request,
+        )
+
+    def get_create_endpoint(self, **kwargs):
+        return None
+
+    def get_delete_endpoint(self, **kwargs):
+        return None

wbfdm/viewsets/configs/endpoints/statements.py

@@ -0,0 +1,6 @@
+from wbcore.metadata.configs import endpoints
+
+
+class StatementsEndpointViewConfig(endpoints.EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return None

wbfdm/viewsets/configs/menus/__init__.py

@@ -0,0 +1,9 @@
+from .exchanges import ExchangeMenuItem
+from .classifications import ClassificationMenuItem, ClassificationGroupMenuItem
+from .instrument_lists import INSTRUMENT_LIST_MENUITEM
+from .instruments import INSTRUMENT_MENUITEM, INVESTABLE_UNIVERSE_MENUITEM
+from .instruments_relationships import (
+    INSTRUMENTFAVORITEGROUP_MENUITEM,
+    INSTRUMENT_REQUEST_MENUITEM,
+    CLASSIFIEDINSTRUMENTS_MENUITEM,
+)

wbfdm/viewsets/configs/menus/classifications.py

@@ -0,0 +1,19 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+ClassificationMenuItem = MenuItem(
+    label="Classification",
+    endpoint="wbfdm:classification-list",
+    permission=ItemPermission(
+        permissions=["wbfdm.view_classification"],
+        method=lambda request: is_internal_user(request.user),
+    ),
+)
+ClassificationGroupMenuItem = MenuItem(
+    label="Classification Group",
+    endpoint="wbfdm:classificationgroup-list",
+    permission=ItemPermission(
+        permissions=["wbfdm.view_classificationgroup"],
+        method=lambda request: is_internal_user(request.user),
+    ),
+)

wbfdm/viewsets/configs/menus/exchanges.py

@@ -0,0 +1,10 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+ExchangeMenuItem = MenuItem(
+    label="Exchange",
+    endpoint="wbfdm:exchange-list",
+    permission=ItemPermission(
+        permissions=["wbfdm.view_exchange"], method=lambda request: is_internal_user(request.user)
+    ),
+)

wbfdm/viewsets/configs/menus/instrument_lists.py

@@ -0,0 +1,10 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+INSTRUMENT_LIST_MENUITEM = MenuItem(
+    label="Instrument Lists",
+    endpoint="wbfdm:instrumentlist-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrumentlist"]
+    ),
+)

wbfdm/viewsets/configs/menus/instruments.py

@@ -0,0 +1,20 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+INSTRUMENT_MENUITEM = MenuItem(
+    label="Instrument",
+    endpoint="wbfdm:instrument-list",
+    endpoint_get_parameters={"parent__isnull": True},
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrument"]
+    ),
+)
+
+INVESTABLE_UNIVERSE_MENUITEM = MenuItem(
+    label="Investable Universe",
+    endpoint="wbfdm:instrument-list",
+    endpoint_get_parameters={"is_investable_universe": True},
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrument"]
+    ),
+)

wbfdm/viewsets/configs/menus/instruments_relationships.py

@@ -0,0 +1,33 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+INSTRUMENTFAVORITEGROUP_MENUITEM = MenuItem(
+    label="Favorite Group",
+    endpoint="wbfdm:favoritegroup-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrumentfavoritegroup"]
+    ),
+)
+
+CLASSIFIEDINSTRUMENTS_MENUITEM = MenuItem(
+    label="Classified Instruments",
+    endpoint="wbfdm:classifiedinstrument-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrument"]
+    ),
+)
+
+INSTRUMENT_REQUEST_MENUITEM = MenuItem(
+    label="Instrument Requests",
+    endpoint="wbfdm:instrumentrequest-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrumentrequest"]
+    ),
+    add=MenuItem(
+        label="Create Instrument Request",
+        endpoint="wbfdm:instrumentrequest-list",
+        permission=ItemPermission(
+            method=lambda request: is_internal_user(request.user), permissions=["wbfdm.add_instrumentrequest"]
+        ),
+    ),
+)

wbfdm/viewsets/configs/titles/__init__.py

@@ -0,0 +1,42 @@
+from .classifications import (
+    ChildClassificationParentClassificationTitleConfig,
+    ClassificationClassificationGroupTitleConfig,
+    ClassificationGroupTitleConfig,
+    ClassificationIcicleChartTitleConfig,
+    ClassificationTitleConfig,
+    ClassificationTreeChartTitleConfig,
+    InstrumentClassificationThroughTitleConfig,
+)
+from .financials_analysis import (
+    CashFlowAnalysisInstrumentBarChartTitle,
+    CashFlowAnalysisInstrumentTableChartTitle,
+    EarningsInstrumentChartTitle,
+    FinancialsGraphInstrumentChartTitle,
+    NetDebtAndEbitdaInstrumentChartTitle,
+    ProfitabilityRatiosInstrumentChartTitle,
+    SummaryTableInstrumentChartTitle,
+    FinancialAnalysisGeneratorTitleConfig,
+)
+from .instrument_requests import InstrumentRequestTitleConfig
+from .instruments import InstrumentTitleConfig
+from .instruments_relationships import (
+    ClassifiedInstrumentTitleConfig,
+    InstrumentFavoriteGroupTitleConfig,
+)
+from .exchanges import ExchangeTitleConfig
+from .instrument_prices import (
+    InstrumentPriceTitleConfig,
+    InstrumentPriceInstrumentTitleConfig,
+    InstrumentPriceStatisticsInstrumentTitleConfig,
+    MonthlyPerformancesInstrumentTitleConfig,
+    InstrumentTitleConfigMixin,
+    FinancialStatisticsInstrumentTitleConfig,
+    InstrumentPriceInstrumentDistributionReturnsChartTitleConfig,
+    BestAndWorstReturnsInstrumentTitleConfig,
+)
+from .market_data import (
+    PerformanceSummaryChartTitleConfig,
+    MarketDataChartTitleConfig,
+)
+from .financial_ratio_analysis import ValuationRatioChartTitleConfig
+from .esg import InstrumentESGPAITitleViewConfig, InstrumentESGControversiesTitleViewConfig

wbfdm/viewsets/configs/titles/classifications.py

@@ -0,0 +1,79 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.models import Classification, ClassificationGroup, Instrument
+
+
+class ClassificationTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Classifications"
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            return f"Classification: {str(obj)}"
+        except AssertionError:
+            return "Classification: {{name}}"
+
+    def get_create_title(self):
+        return "New Classification"
+
+
+class ClassificationGroupTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Classification Groups"
+
+    def get_instance_title(self):
+        return "Classification Group"
+
+    def get_create_title(self):
+        return "New Classification Group"
+
+
+class ChildClassificationParentClassificationTitleConfig(ClassificationTitleConfig):
+    def get_list_title(self):
+        classification = Classification.objects.get(id=self.view.kwargs["parent_id"])
+        return f"Child Classifications of {classification.name}"
+
+    def get_create_title(self):
+        classification = Classification.objects.get(id=self.view.kwargs["parent_id"])
+        return f"New Child Classification {classification.name}"
+
+
+class ClassificationClassificationGroupTitleConfig(ClassificationTitleConfig):
+    def get_list_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"Entry Level Classifications for group {group.name}"
+
+    def get_create_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"New Classification for group {group.name}"
+
+
+class ClassificationTreeChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"Classification Tree for group {group.name}"
+
+
+class ClassificationIcicleChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"Classification Icicle Chart for group {group.name}"
+
+
+class InstrumentClassificationThroughTitleConfig(TitleViewConfig):
+    def get_create_title(self) -> str:
+        if instrument_id := self.view.kwargs.get("instrument_id", None):
+            return f"Classification for {Instrument.objects.get(id=instrument_id)}"
+        elif classification_id := self.view.kwargs.get("classification_id", None):
+            return f"Instrument for {Classification.objects.get(id=classification_id)}"
+        else:
+            return super().get_create_title()
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            if obj.classification and obj.instrument:
+                return f"Relationship: {str(obj.classification.name)} <-> {str(obj.instrument.name)}"
+            return str(obj)
+        except AssertionError:
+            return super().get_instance_title()

wbfdm/viewsets/configs/titles/esg.py

@@ -0,0 +1,11 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class InstrumentESGPAITitleViewConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{self.view.instrument} - PAI"
+
+
+class InstrumentESGControversiesTitleViewConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{self.view.instrument} - Controversies"

wbfdm/viewsets/configs/titles/exchanges.py

@@ -0,0 +1,12 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ExchangeTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Exchanges"
+
+    def get_instance_title(self):
+        return "Exchange"
+
+    def get_create_title(self):
+        return "New Exchange"

wbfdm/viewsets/configs/titles/financial_ratio_analysis.py

@@ -0,0 +1,6 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ValuationRatioChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Financial Statistics Chart"