wbfdm 1.46.0__tar.gz → 1.46.2__tar.gz

{wbfdm-1.46.0 → wbfdm-1.46.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbfdm
-Version: 1.46.0
+Version: 1.46.2
 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.*

{wbfdm-1.46.0 → wbfdm-1.46.2}/wbfdm/filters/instruments.py

@@ -140,6 +140,8 @@ class InstrumentFilterSet(TagFilterMixin, InstrumentFavoriteGroupFilterSet):
             "instrument_type": ["exact"],
             "isin": ["exact"],
             "ticker": ["exact"],
+            "refinitiv_mnemonic_code": ["exact"],
+            "refinitiv_identifier_code": ["exact"],
             "currency": ["exact"],
             # "related_instruments": ["exact"], # I don't think this filter is necessary
             "country": ["exact"],

{wbfdm-1.46.0 → wbfdm-1.46.2}/wbfdm/import_export/resources/instruments.py

@@ -1,18 +1,11 @@
-import magic
-from django.apps import apps
 from django.db.models import Q
 from import_export import fields
-from import_export.formats.base_formats import CSV
-from import_export.results import RowResult
-from import_export.signals import post_import
 from import_export.widgets import CharWidget, ForeignKeyWidget, ManyToManyWidget
-from rest_framework.reverse import reverse
 from wbcore.contrib.currency.models import Currency
 from wbcore.contrib.geography.import_export.resources.geography import (
     CountryForeignKeyWidget,
 )
 from wbcore.contrib.io.resources import FilterModelResource
-from wbcore.contrib.notifications.dispatch import send_notification
 
 from wbfdm.models import Exchange, Instrument, InstrumentClassificationThroughModel
 
@@ -128,50 +121,3 @@ class InstrumentResource(FilterModelResource):
         )
         export_order = fields
         model = Instrument
-
-
-# This parser satisfy the import source framework interface. The generic logic will probably need to move the io module to avoid repetition
-def parse(import_source):
-    input_format = CSV(encoding="utf-8-sig")
-
-    file_stream = import_source.file.read()
-    if input_format.CONTENT_TYPE == magic.from_buffer(file_stream, mime=True):
-        dataset = input_format.create_dataset(file_stream)
-
-        model = apps.get_model(import_source.parser_handler.handler)
-        result = InstrumentResource().import_data(
-            dataset,
-            dry_run=False,
-            file_name=import_source.file.name,
-            user=import_source.creator,
-            rollback_on_validation_errors=True,
-        )
-        import_source.file.close()
-        post_import.send(sender=None, model=model)
-        success_message = """
-        {} import finished:
-        * new {}
-        * updated {}
-        * skipped {}
-        * failed {}
-        * deleted {}
-        * invalid {}
-        """.format(
-            model._meta.verbose_name_plural,
-            result.totals[RowResult.IMPORT_TYPE_NEW],
-            result.totals[RowResult.IMPORT_TYPE_UPDATE],
-            result.totals[RowResult.IMPORT_TYPE_SKIP],
-            result.totals[RowResult.IMPORT_TYPE_ERROR],
-            result.totals[RowResult.IMPORT_TYPE_DELETE],
-            result.totals[RowResult.IMPORT_TYPE_INVALID],
-        )
-        import_source.log = success_message
-        import_source.save()
-        if import_source.creator:
-            send_notification(
-                code="io.import_done",
-                name="Your import is done",
-                body=success_message,
-                user=import_source.creator,
-                endpoint=reverse(f"{model.get_base_endpoint()}-list") if hasattr(model, "get_base_endpoint") else None,
-            )

{wbfdm-1.46.0 → wbfdm-1.46.2}/wbfdm/models/instruments/llm/create_instrument_news_relationships.py

@@ -77,6 +77,7 @@ def run_company_extraction_llm(title: str, description: str, *args) -> list[dict
                         "object_id": instrument.get_root().id,
                         "sentiment": company.sentiment,
                         "analysis": company.analysis,
+                        "content_object_repr": str(instrument),
                     }
                 )
     except tuple(APIStatusErrors) as e:  # for APIStatusError, we let celery retry it

{wbfdm-1.46.0 → wbfdm-1.46.2}/wbfdm/models/instruments/mixin/instruments.py

@@ -299,4 +299,5 @@ class InstrumentPMSMixin:
                 "calculated",
                 "volume_50d",
             ],
+            batch_size=1000,
         )

{wbfdm-1.46.0 → wbfdm-1.46.2}/wbfdm/serializers/instruments/instruments.py

@@ -154,6 +154,7 @@ class InstrumentModelListSerializer(
             "currency_symbol",
             "isin",
             "refinitiv_identifier_code",
+            "refinitiv_mnemonic_code",
             "ticker",
             "_classifications",
             "classifications",

{wbfdm-1.46.0 → wbfdm-1.46.2}/wbfdm/viewsets/configs/buttons/instruments.py

@@ -9,6 +9,8 @@ from wbfdm.models import Instrument
 
 
 class ChildrenInstrumentModelViewConfig(ButtonViewConfig):
+    SHOW_INLINE = True
+
     def get_custom_buttons(self) -> set:
         with suppress(Instrument.DoesNotExist):
             instrument = Instrument.objects.get(id=self.view.kwargs.get("instrument_id"))

{wbfdm-1.46.0 → wbfdm-1.46.2}/wbfdm/viewsets/configs/display/instruments.py

@@ -77,6 +77,8 @@ class InstrumentDisplayConfig(DisplayViewConfig):
                         dp.Field(key="exchange", label=_("Exchange"), show="open"),
                         dp.Field(key="isin", label=_("ISIN")),
                         dp.Field(key="ticker", label=_("Ticker")),
+                        dp.Field(key="refinitiv_identifier_code", label=_("RIC")),
+                        dp.Field(key="refinitiv_mnemonic_code", label=_("Refinitiv Mnemonic")),
                         dp.Field(key="description", label=_("Description"), show="open"),
                         dp.Field(key="currency", label=_("Currency"), show="open"),
                         dp.Field(key="country", label=_("Country"), show="open"),