wbfdm 1.44.4__py2.py3-none-any.whl → 1.45.0__py2.py3-none-any.whl

wbfdm/tests/models/test_instruments.py

@@ -8,6 +8,7 @@ import pandas as pd
 import pytest
 from faker import Faker
 from pandas.tseries.offsets import BDay
+
 from wbfdm.dataloaders.proxies import InstrumentDataloaderProxy
 from wbfdm.factories.instrument_prices import InstrumentPrice
 from wbfdm.models import Instrument, RelatedInstrumentThroughModel
@@ -164,7 +165,7 @@ class TestInstrumentModel:
                 "market_capitalization": 2,
             },
         ]
-        instrument.save_prices_in_db(from_date, to_date + timedelta(days=1))
+        instrument.import_prices(from_date, to_date + timedelta(days=1))
         assert InstrumentPrice.objects.get(
             instrument=instrument, date=from_date, calculated=False
         ).net_value == Decimal(1)

wbfdm/tests/models/test_merge.py

@@ -1,5 +1,6 @@
 import pytest
 from faker import Faker
+
 from wbfdm.factories.instruments import InstrumentFactory
 from wbfdm.models import (
     Instrument,
@@ -68,12 +69,14 @@ class TestMergeInstrument:
         ]  # Check that the favorite group with the merged instrument removed it and included the main instrument
 
         # Check related instruments
-        assert RelatedInstrumentThroughModel.objects.filter(
-            instrument=main_instrument,
-            related_instrument=merged_related_instrument_rel.related_instrument,
-            is_primary=merged_related_instrument_rel.is_primary,
-            related_type=merged_related_instrument_rel.related_type,
-        ).exists()  # Check that the related instrument with the merged instrument removed it and included the main instrument
+        assert (
+            RelatedInstrumentThroughModel.objects.filter(
+                instrument=main_instrument,
+                related_instrument=merged_related_instrument_rel.related_instrument,
+                is_primary=merged_related_instrument_rel.is_primary,
+                related_type=merged_related_instrument_rel.related_type,
+            ).exists()
+        )  # Check that the related instrument with the merged instrument removed it and included the main instrument
         assert main_instrument.related_instruments.filter(
             id=main_related_instrument_rel.related_instrument.id
         ).exists()  # Check that the main instrument related instrument is still there
@@ -94,6 +97,8 @@ class TestMergeInstrument:
         assert main_instrument.classifications.filter(
             id=main_classification_rel.classification.id
         ).exists()  # Check that the main instrument classification relationship is still there
-        assert InstrumentClassificationThroughModel.objects.filter(
-            related_instruments=main_instrument, classification=reversed_classification_rel.classification
-        ).exists()  # Check that the reverse classificaiton instrument relationship has been forward to the main instrument
+        assert (
+            InstrumentClassificationThroughModel.objects.filter(
+                related_instruments=main_instrument, classification=reversed_classification_rel.classification
+            ).exists()
+        )  # Check that the reverse classificaiton instrument relationship has been forward to the main instrument

wbfdm/tests/models/test_options.py

@@ -1,6 +1,7 @@
 import pytest
 from django.forms.models import model_to_dict
 from faker import Faker
+
 from wbfdm.import_export.handlers.option import (
     OptionAggregateImportHandler,
     OptionImportHandler,

wbfdm/urls.py

@@ -1,5 +1,6 @@
 from django.urls import include, path
 from wbcore.routers import WBCoreRouter
+
 from wbfdm import viewsets
 
 router = WBCoreRouter()

wbfdm/viewsets/configs/buttons/instruments.py

@@ -4,6 +4,7 @@ from rest_framework.reverse import reverse
 from wbcore.contrib.icons import WBIcon
 from wbcore.metadata.configs import buttons as bt
 from wbcore.metadata.configs.buttons import ButtonViewConfig
+
 from wbfdm.models import Instrument
 
 

wbfdm/viewsets/configs/display/esg.py

@@ -3,6 +3,7 @@ from wbcore.contrib.color.enums import WBColor
 from wbcore.enums import Operator
 from wbcore.metadata.configs import display as dp
 from wbcore.metadata.configs.display import DisplayViewConfig
+
 from wbfdm.enums import ESGControveryFlag
 
 

wbfdm/viewsets/configs/display/instrument_lists.py

@@ -15,6 +15,7 @@ from wbcore.metadata.configs.display.instance_display.operators import default
 from wbcore.metadata.configs.display.instance_display.shortcuts import (
     create_simple_display,
 )
+
 from wbfdm.models import InstrumentList
 
 

wbfdm/viewsets/configs/display/instrument_prices.py

@@ -3,6 +3,7 @@ from typing import Optional
 from wbcore.contrib.color.enums import WBColor
 from wbcore.metadata.configs import display as dp
 from wbcore.metadata.configs.display.view_config import DisplayViewConfig
+
 from wbfdm.models import Instrument, InstrumentType
 
 perf_formatting_rules = [

wbfdm/viewsets/configs/display/instrument_requests.py

@@ -10,6 +10,7 @@ from wbcore.metadata.configs.display.instance_display.shortcuts import (
 )
 from wbcore.metadata.configs.display.instance_display.utils import repeat_field
 from wbcore.metadata.configs.display.view_config import DisplayViewConfig
+
 from wbfdm.models import InstrumentRequest
 
 

wbfdm/viewsets/configs/display/instruments.py

@@ -18,6 +18,7 @@ from wbcore.metadata.configs.display.instance_display.shortcuts import (
 )
 from wbcore.metadata.configs.display.instance_display.styles import Style
 from wbcore.metadata.configs.display.instance_display.utils import repeat, repeat_field
+
 from wbfdm.contrib.metric.viewsets.configs.utils import (
     get_performance_fields,
     get_statistic_field,
@@ -124,9 +125,30 @@ class InstrumentDisplayConfig(DisplayViewConfig):
                         default(): Layout(
                             grid_template_areas=[
                                 ["name", "ticker", "isin", "exchange", "market_data_chart", "valuation_ratios-new"],
-                                ["name_repr", "instrument_type", "currency", "country", "market_data_chart", "valuation_ratios-new"],
-                                ["inception_date", "delisted_date", ".", ".", "market_data_chart", "valuation_ratios-new"],
-                                ["description", "description", "description", "description", "market_data_chart", "valuation_ratios-new"],
+                                [
+                                    "name_repr",
+                                    "instrument_type",
+                                    "currency",
+                                    "country",
+                                    "market_data_chart",
+                                    "valuation_ratios-new",
+                                ],
+                                [
+                                    "inception_date",
+                                    "delisted_date",
+                                    ".",
+                                    ".",
+                                    "market_data_chart",
+                                    "valuation_ratios-new",
+                                ],
+                                [
+                                    "description",
+                                    "description",
+                                    "description",
+                                    "description",
+                                    "market_data_chart",
+                                    "valuation_ratios-new",
+                                ],
                                 [repeat_field(4, "fin-summary"), repeat_field(2, ".")],
                             ],
                             grid_template_rows=["min-content"] * 3 + ["1fr", "446px"],
@@ -134,7 +156,12 @@ class InstrumentDisplayConfig(DisplayViewConfig):
                             inlines=[
                                 Inline(key="market_data_chart", endpoint="market_data", title="Prices"),
                                 Inline(key="valuation_ratios-new", endpoint="valuation_ratios-new", title="Ratios"),
-                                Inline(key="fin-summary", endpoint="fin-summary", title="Financial Summary", hide_controls=True),
+                                Inline(
+                                    key="fin-summary",
+                                    endpoint="fin-summary",
+                                    title="Financial Summary",
+                                    hide_controls=True,
+                                ),
                             ],
                         ),
                     },

wbfdm/viewsets/configs/endpoints/instrument_requests.py

@@ -1,5 +1,6 @@
 from rest_framework.reverse import reverse
 from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
 from wbfdm.models import InstrumentRequest
 
 

wbfdm/viewsets/configs/titles/classifications.py

@@ -1,4 +1,5 @@
 from wbcore.metadata.configs.titles import TitleViewConfig
+
 from wbfdm.models import Classification, ClassificationGroup, Instrument
 
 

wbfdm/viewsets/configs/titles/financials_analysis.py

@@ -1,4 +1,5 @@
 from wbcore.metadata.configs.titles import TitleViewConfig
+
 from wbfdm.models import Instrument
 
 

wbfdm/viewsets/configs/titles/instrument_prices.py

@@ -1,4 +1,5 @@
 from wbcore.metadata.configs.titles import TitleViewConfig
+
 from wbfdm.models import Instrument
 
 

wbfdm/viewsets/configs/titles/market_data.py

@@ -1,4 +1,5 @@
 from wbcore.metadata.configs.titles import TitleViewConfig
+
 from wbfdm.enums import MarketDataChartType
 
 

wbfdm/viewsets/esg.py

@@ -3,6 +3,7 @@ from rest_framework.response import Response
 from wbcore import viewsets
 from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
 from wbcore.pandas import fields as pf
+
 from wbfdm.enums import ESG
 from wbfdm.models.instruments import Instrument
 from wbfdm.serializers import InstrumentControversySerializer

wbfdm/viewsets/exchanges.py

@@ -1,5 +1,6 @@
 from wbcore import viewsets
 from wbcore.permissions.permissions import InternalUserPermissionMixin
+
 from wbfdm.filters import ExchangeFilterSet
 from wbfdm.models import Exchange
 from wbfdm.serializers import ExchangeModelSerializer, ExchangeRepresentationSerializer

wbfdm/viewsets/financial_analysis/financial_metric_analysis.py

@@ -5,6 +5,7 @@ from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
 from wbcore.pandas import fields as pf
 from wbcore.pandas.utils import override_number_to_percent
 from wbcore.serializers.fields.types import DisplayMode
+
 from wbfdm.analysis.financial_analysis.financial_metric_analysis import (
     financial_metric_estimate_analysis,
     financial_metric_growths,

wbfdm/viewsets/financial_analysis/financial_ratio_analysis.py

@@ -6,6 +6,7 @@ import plotly.express as px
 import plotly.graph_objects as go
 from wbcore import viewsets
 from wbcore.utils.date import get_date_interval_from_request
+
 from wbfdm.analysis.financial_analysis.financial_ratio_analysis import (
     FinancialRatio,
     get_financial_ratios,
@@ -17,7 +18,7 @@ from ..configs import ValuationRatioChartTitleConfig
 from ..mixins import InstrumentMixin
 
 
-class ValuationRatioChartViewSet(InstrumentMixin, viewsets.ChartViewSet):
+class ValuationRatioChartViewSet(InstrumentMixin, viewsets.TimeSeriesChartViewSet):
     queryset = Instrument.objects.all()
     filterset_class = FinancialRatioFilterSet
     title_config_class = ValuationRatioChartTitleConfig

wbfdm/viewsets/financial_analysis/financial_summary.py

@@ -4,21 +4,21 @@ from django.utils.functional import cached_property
 from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
 from wbcore.metadata.configs.endpoints import NoEndpointViewConfig
 from wbcore.pandas import fields as pf
-from wbcore.pandas.utils import sanitize_fields, pct_change_with_negative_values
 from wbcore.pandas.utils import (
     override_number_to_decimal,
+    override_number_to_integer_without_decorations,
     override_number_to_percent,
     override_number_to_x,
-    override_number_to_integer_without_decorations,
+    pct_change_with_negative_values,
+    sanitize_fields,
 )
+
 from wbfdm.enums import Financial
 from wbfdm.models.instruments import Instrument
-
 from wbfdm.viewsets.configs.display import (
     FinancialSummaryDisplayViewConfig,
 )
 
-
 from ..mixins import InstrumentMixin
 
 

wbfdm/viewsets/financial_analysis/statement_with_estimates.py

@@ -9,6 +9,7 @@ from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
 from wbcore.pandas import fields as pf
 from wbcore.serializers.fields.types import DisplayMode
 from wbcore.utils.date import get_next_day_timedelta
+
 from wbfdm.analysis.financial_analysis.statement_with_estimates import (
     StatementWithEstimates,
 )

wbfdm/viewsets/instruments/classifications.py

@@ -12,6 +12,7 @@ from wbcore.cache.decorators import cache_table
 from wbcore.filters import DjangoFilterBackend
 from wbcore.permissions.permissions import InternalUserPermissionMixin
 from wbcore.utils.date import get_next_day_timedelta
+
 from wbfdm.filters import (
     ClassificationFilter,
     ClassificationTreeChartFilter,

wbfdm/viewsets/instruments/financials_analysis.py

@@ -7,6 +7,7 @@ import plotly.graph_objects as go
 from plotly.subplots import make_subplots
 from wbcore import viewsets
 from wbcore.utils.date import get_date_interval_from_request
+
 from wbfdm.figures.financials import FinancialsChartGenerator
 from wbfdm.figures.financials.financial_analysis_charts import (
     FinancialAnalysisGenerator,

wbfdm/viewsets/instruments/instrument_lists.py

@@ -1,6 +1,7 @@
 from reversion.views import RevisionMixin
 from wbcore import viewsets
 from wbcore.permissions.permissions import InternalUserPermissionMixin
+
 from wbfdm.models.instruments.instrument_lists import (
     InstrumentList,
     InstrumentListThroughModel,

wbfdm/viewsets/instruments/instrument_prices.py

@@ -20,6 +20,7 @@ from wbcore.utils.figures import (
     get_hovertemplate_timeserie,
 )
 from wbcore.utils.strings import format_number
+
 from wbfdm.analysis.financial_analysis.financial_statistics_analysis import (
     FinancialStatistics,
 )

wbfdm/viewsets/instruments/instrument_requests.py

@@ -1,5 +1,6 @@
 from django.utils.functional import cached_property
 from wbcore import viewsets
+
 from wbfdm.models.instruments import InstrumentRequest
 from wbfdm.serializers.instruments.instrument_requests import (
     InstrumentRequestModelSerializer,

wbfdm/viewsets/instruments/instruments.py

@@ -3,6 +3,7 @@ from rest_framework.filters import OrderingFilter
 from wbcore import viewsets
 from wbcore.contrib.guardian.filters import ObjectPermissionsFilter
 from wbcore.viewsets.mixins import DjangoFilterBackend
+
 from wbfdm.contrib.metric.backends.performances import PERFORMANCE_METRIC
 from wbfdm.contrib.metric.backends.statistics import STATISTICS_METRIC
 from wbfdm.contrib.metric.viewsets.mixins import InstrumentMetricMixin

wbfdm/viewsets/instruments/instruments_relationships.py

@@ -8,6 +8,7 @@ from wbcore import serializers as wb_serializers
 from wbcore import viewsets
 from wbcore.contrib.tags.serializers import TagSerializerMixin
 from wbcore.permissions.permissions import InternalUserPermissionMixin
+
 from wbfdm.filters.instruments import BaseClassifiedInstrumentFilterSet
 from wbfdm.models import (
     Classification,

wbfdm/viewsets/market_data.py

@@ -8,6 +8,7 @@ from plotly import graph_objects as go
 from plotly.subplots import make_subplots
 from wbcore import viewsets
 from wbcore.utils.date import get_date_interval_from_request
+
 from wbfdm.enums import Indicator, MarketDataChartType
 from wbfdm.filters import MarketDataChartFilterSet
 from wbfdm.models.instruments import Instrument
@@ -16,7 +17,7 @@ from .configs import MarketDataChartTitleConfig, PerformanceSummaryChartTitleCon
 from .mixins import InstrumentMixin
 
 
-class PerformanceSummaryChartViewSet(InstrumentMixin, viewsets.ChartViewSet):
+class PerformanceSummaryChartViewSet(InstrumentMixin, viewsets.TimeSeriesChartViewSet):
     queryset = Instrument.objects.all()
     title_config_class = PerformanceSummaryChartTitleConfig
 
@@ -39,7 +40,7 @@ class PerformanceSummaryChartViewSet(InstrumentMixin, viewsets.ChartViewSet):
         return fig
 
 
-class MarketDataChartViewSet(InstrumentMixin, viewsets.ChartViewSet):
+class MarketDataChartViewSet(InstrumentMixin, viewsets.TimeSeriesChartViewSet):
     queryset = Instrument.objects.all()
     filterset_class = MarketDataChartFilterSet
     title_config_class = MarketDataChartTitleConfig

wbfdm/viewsets/mixins.py

@@ -1,5 +1,6 @@
 from django.utils.functional import cached_property
 from rest_framework.generics import get_object_or_404
+
 from wbfdm.models import Instrument
 
 

wbfdm/viewsets/officers.py

@@ -1,5 +1,6 @@
 from rest_framework.response import Response
 from wbcore import viewsets
+
 from wbfdm.models.instruments import Instrument
 from wbfdm.serializers import OfficerSerializer
 from wbfdm.viewsets.configs.display.officers import OfficerDisplayViewConfig

wbfdm/viewsets/prices.py

@@ -5,6 +5,7 @@ from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
 from wbcore.pandas import fields as pf
 from wbcore.serializers.fields.types import DisplayMode
 from wbcore.utils.date import get_date_interval_from_request
+
 from wbfdm.filters.instrument_prices import FakeDateRange
 from wbfdm.models.instruments import Instrument
 from wbfdm.viewsets.configs.display.prices import InstrumentPriceDisplayConfig

wbfdm/viewsets/statements/statements.py

@@ -5,6 +5,7 @@ from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
 from wbcore.pandas import fields as pf
 from wbcore.serializers.fields.types import DisplayMode
 from wbcore.utils.date import get_next_day_timedelta
+
 from wbfdm.enums import DataType, PeriodType, StatementType
 from wbfdm.filters import StatementFilter
 from wbfdm.models.instruments import Instrument

wbfdm/viewsets/technical_analysis/monthly_performances.py

@@ -6,6 +6,7 @@ from wbcore.pandas import fields as pf
 from wbcore.permissions.permissions import InternalUserPermissionMixin
 from wbcore.utils.date import get_date_interval_from_request
 from wbcore.utils.strings import format_number
+
 from wbfdm.filters import MonthlyPerformancesInstrumentFilterSet
 from wbfdm.models.instruments import Instrument
 from wbfdm.viewsets.configs import (

{wbfdm-1.44.4.dist-info → wbfdm-1.45.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbfdm
-Version: 1.44.4
+Version: 1.45.0
 Summary: The workbench module ensures rapid access to diverse financial data (market, fundamental, forecasts, ESG), with features for storing instruments, classifying them, and conducting financial analysis.
 Author-email: Christopher Wittlinger <c.wittlinger@stainly.com>
 Requires-Dist: roman==4.*