wbfdm 1.49.5__py2.py3-none-any.whl → 1.59.4__py2.py3-none-any.whl

wbfdm/locale/en/LC_MESSAGES/django.po

@@ -0,0 +1,255 @@
+# SOME DESCRIPTIVE TITLE.
+# Copyright (C) YEAR THE PACKAGE'S COPYRIGHT HOLDER
+# This file is distributed under the same license as the PACKAGE package.
+# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: PACKAGE VERSION\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-05-30 11:37+0200\n"
+"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
+"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
+"Language-Team: LANGUAGE <LL@li.org>\n"
+"Language: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+
+#: contrib/metric/filters.py:27
+msgid "Basket Content Type"
+msgstr ""
+
+#: contrib/metric/viewsets/configs/utils.py:127
+msgid "Fundamentals"
+msgstr ""
+
+#: models/exchanges/exchanges.py:184 viewsets/configs/display/instruments.py:77
+msgid "Exchange"
+msgstr ""
+
+#: models/exchanges/exchanges.py:185
+msgid "Exchanges"
+msgstr ""
+
+#: models/instruments/instrument_requests.py:116
+#: models/instruments/instrument_requests.py:182
+msgid "An instrument already exists with the proposed identifier"
+msgstr ""
+
+#: viewsets/configs/buttons/classifications.py:10
+msgid "Tree Chart"
+msgstr ""
+
+#: viewsets/configs/buttons/classifications.py:11
+msgid "Icicle Chart"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:40
+msgid "Child Classifications"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:43
+msgid "Instruments"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:69
+msgid "Classification"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:112
+msgid "Related Instruments"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:14
+msgid "Initiated"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:15
+msgid "Review"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:16
+msgid "Headline"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:17
+msgid "Narrative"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:18
+msgid "Source"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:19
+msgid "Status"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:20
+msgid "Type"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:21
+msgid "Assessment"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:22
+msgid "Response"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:70
+msgid "Section"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:71
+msgid "Adverse sustainability indicator"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:72
+msgid "Metric"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:73
+msgid "Factor"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:74
+msgid "Value"
+msgstr ""
+
+#: viewsets/configs/display/instrument_lists.py:34
+msgid "Exclusion List"
+msgstr ""
+
+#: viewsets/configs/display/instrument_lists.py:105
+msgid "Validated"
+msgstr ""
+
+#: viewsets/configs/display/instrument_lists.py:109
+msgid "Not Validated"
+msgstr ""
+
+#: viewsets/configs/display/instrument_requests.py:95
+msgid "Instrument Data"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:70
+#: viewsets/configs/display/officers.py:11
+msgid "Name"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:73
+msgid "Information"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:76
+msgid "Instrument Type"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:78
+msgid "ISIN"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:79
+msgid "Ticker"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:80
+msgid "RIC"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:81
+msgid "Refinitiv Mnemonic"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:82
+msgid "Description"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:83
+msgid "Currency"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:84
+msgid "Country"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:91
+msgid "Extra"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:94
+msgid "Primary"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:95
+msgid "Investable Universe"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:96
+msgid "Security"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:97
+msgid "Internally Managed"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:100
+msgid "Performance"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:330
+msgid "Hierarchy"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:343
+msgid "News"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:10
+msgid "Position"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:12
+msgid "Age"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:13
+msgid "Sex"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:14
+msgid "Start"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:12
+msgid "Date"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:13
+msgid "Open"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:14
+msgid "High"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:15
+msgid "Low"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:16
+msgid "Close"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:17
+msgid "Volume"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:18
+msgid "Oustanding Shares"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:19
+msgid "Market Cap."
+msgstr ""

wbfdm/locale/fr/LC_MESSAGES/django.po

@@ -0,0 +1,257 @@
+# SOME DESCRIPTIVE TITLE.
+# Copyright (C) YEAR THE PACKAGE'S COPYRIGHT HOLDER
+# This file is distributed under the same license as the PACKAGE package.
+# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
+#
+#, fuzzy
+msgid ""
+msgstr ""
+"Project-Id-Version: PACKAGE VERSION\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-05-30 11:37+0200\n"
+"PO-Revision-Date: 2025-05-30 09:40+0000\n"
+"Language-Team: French (https://app.transifex.com/stainly/teams/171242/fr/)\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Language: fr\n"
+"Plural-Forms: nplurals=3; plural=(n == 0 || n == 1) ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n"
+
+#: contrib/metric/filters.py:27
+msgid "Basket Content Type"
+msgstr ""
+
+#: contrib/metric/viewsets/configs/utils.py:127
+msgid "Fundamentals"
+msgstr ""
+
+#: models/exchanges/exchanges.py:184
+#: viewsets/configs/display/instruments.py:77
+msgid "Exchange"
+msgstr ""
+
+#: models/exchanges/exchanges.py:185
+msgid "Exchanges"
+msgstr ""
+
+#: models/instruments/instrument_requests.py:116
+#: models/instruments/instrument_requests.py:182
+msgid "An instrument already exists with the proposed identifier"
+msgstr ""
+
+#: viewsets/configs/buttons/classifications.py:10
+msgid "Tree Chart"
+msgstr ""
+
+#: viewsets/configs/buttons/classifications.py:11
+msgid "Icicle Chart"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:40
+msgid "Child Classifications"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:43
+msgid "Instruments"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:69
+msgid "Classification"
+msgstr ""
+
+#: viewsets/configs/display/classifications.py:112
+msgid "Related Instruments"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:14
+msgid "Initiated"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:15
+msgid "Review"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:16
+msgid "Headline"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:17
+msgid "Narrative"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:18
+msgid "Source"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:19
+msgid "Status"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:20
+msgid "Type"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:21
+msgid "Assessment"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:22
+msgid "Response"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:70
+msgid "Section"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:71
+msgid "Adverse sustainability indicator"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:72
+msgid "Metric"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:73
+msgid "Factor"
+msgstr ""
+
+#: viewsets/configs/display/esg.py:74
+msgid "Value"
+msgstr ""
+
+#: viewsets/configs/display/instrument_lists.py:34
+msgid "Exclusion List"
+msgstr ""
+
+#: viewsets/configs/display/instrument_lists.py:105
+msgid "Validated"
+msgstr ""
+
+#: viewsets/configs/display/instrument_lists.py:109
+msgid "Not Validated"
+msgstr ""
+
+#: viewsets/configs/display/instrument_requests.py:95
+msgid "Instrument Data"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:70
+#: viewsets/configs/display/officers.py:11
+msgid "Name"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:73
+msgid "Information"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:76
+msgid "Instrument Type"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:78
+msgid "ISIN"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:79
+msgid "Ticker"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:80
+msgid "RIC"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:81
+msgid "Refinitiv Mnemonic"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:82
+msgid "Description"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:83
+msgid "Currency"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:84
+msgid "Country"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:91
+msgid "Extra"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:94
+msgid "Primary"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:95
+msgid "Investable Universe"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:96
+msgid "Security"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:97
+msgid "Internally Managed"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:100
+msgid "Performance"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:330
+msgid "Hierarchy"
+msgstr ""
+
+#: viewsets/configs/display/instruments.py:343
+msgid "News"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:10
+msgid "Position"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:12
+msgid "Age"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:13
+msgid "Sex"
+msgstr ""
+
+#: viewsets/configs/display/officers.py:14
+msgid "Start"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:12
+msgid "Date"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:13
+msgid "Open"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:14
+msgid "High"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:15
+msgid "Low"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:16
+msgid "Close"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:17
+msgid "Volume"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:18
+msgid "Oustanding Shares"
+msgstr ""
+
+#: viewsets/configs/display/prices.py:19
+msgid "Market Cap."
+msgstr ""

wbfdm/migrations/0031_exchange_apply_round_lot_size_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.0.14 on 2025-07-02 07:50
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('wbfdm', '0030_alter_relatedinstrumentthroughmodel_related_type'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='exchange',
+            name='apply_round_lot_size',
+            field=models.BooleanField(default=True, help_text='If False, the quotes linked to this instrument will ignore their round lot size (will be considered 1).', verbose_name='Apply Round Lot Size'),
+        ),
+        migrations.AddField(
+            model_name='instrument',
+            name='round_lot_size',
+            field=models.IntegerField(default=1, help_text='A round lot (or board lot) is the normal unit of trading of a security.', verbose_name='Round Lot Size'),
+        ),
+    ]

wbfdm/migrations/0032_alter_instrumentprice_outstanding_shares.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.0.14 on 2025-08-27 07:59
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('wbfdm', '0031_exchange_apply_round_lot_size_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='instrumentprice',
+            name='outstanding_shares',
+            field=models.DecimalField(blank=True, decimal_places=4, help_text='The amount of outstanding share for this instrument', max_digits=16, null=True, verbose_name='Outstanding Shares'),
+        ),
+    ]

wbfdm/migrations/0033_alter_controversy_review.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.0.12 on 2025-09-08 11:39
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('wbfdm', '0032_alter_instrumentprice_outstanding_shares'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='controversy',
+            name='review',
+            field=models.DateField(blank=True, null=True, verbose_name='Reviewed'),
+        ),
+    ]

wbfdm/migrations/0034_alter_instrumentlist_instrument_list_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.0.12 on 2025-11-24 15:42
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('wbfdm', '0033_alter_controversy_review'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='instrumentlist',
+            name='instrument_list_type',
+            field=models.CharField(blank=True, choices=[('WATCH', 'Watch List'), ('EXCLUSION', 'Exclusion List'), ('INCLUSION', 'Inclusion List')], max_length=32, null=True),
+        ),
+    ]

wbfdm/models/esg/controversies.py

@@ -8,7 +8,6 @@ from wbfdm.enums import (
     ESGControveryStatus,
     ESGControveryType,
 )
-from wbfdm.models.instruments.instruments import Instrument
 
 
 class Controversy(models.Model):
@@ -54,29 +53,26 @@ class Controversy(models.Model):
     direct_involvement = models.BooleanField(default=True, verbose_name="Direct Involvement")
     company_response = models.CharField(max_length=512, null=True, blank=True)
 
-    review = models.DateField(verbose_name="Reviewed")
+    review = models.DateField(verbose_name="Reviewed", null=True, blank=True)
     initiated = models.DateField(verbose_name="initiated", null=True, blank=True)
 
-    @classmethod
-    def sync_from_dataloader(cls, controversy: dict[str, Any]) -> Self:
-        instrument = Instrument.objects.get(
-            pk=controversy["instrument_id"]
-        ).get_root()  # we link it only to root level
+    def __str__(self) -> str:
+        return f"{self.headline} ({self.instrument})"
 
-        return cls.objects.update_or_create(
+    @classmethod
+    def dict_to_model(cls, controversy: dict[str, Any], instrument) -> Self:
+        return Controversy(
             external_id=controversy["id"],
-            defaults={
-                "instrument": instrument,
-                "headline": controversy["headline"],
-                "description": controversy["narrative"],
-                "source": controversy["source"],
-                "direct_involvement": controversy.get("direct_involvement", True),
-                "company_response": controversy["response"],
-                "review": controversy["review"],
-                "initiated": controversy["initiated"],
-                "flag": controversy["flag"],
-                "status": controversy["status"],
-                "type": controversy["type"],
-                "severity": controversy["assessment"],
-            },
-        )[0]
+            instrument=instrument,
+            headline=controversy["headline"],
+            description=controversy["narrative"],
+            source=controversy["source"],
+            direct_involvement=controversy.get("direct_involvement", True),
+            company_response=controversy["response"],
+            review=controversy["review"],
+            initiated=controversy["initiated"],
+            flag=controversy["flag"],
+            status=controversy["status"],
+            type=controversy["type"],
+            severity=controversy["assessment"],
+        )

wbfdm/models/exchanges/exchanges.py

@@ -152,7 +152,11 @@ class Exchange(WBModel):
         verbose_name="Comments",
         help_text="Any comments for this exchange",
     )
-
+    apply_round_lot_size = models.BooleanField(
+        default=True,
+        verbose_name="Apply Round Lot Size",
+        help_text="If False, the quotes linked to this instrument will ignore their round lot size (will be considered 1).",
+    )
     last_updated = models.DateTimeField(auto_now=True)
 
     objects = ExchangeManager()
@@ -175,9 +179,9 @@ class Exchange(WBModel):
     def __str__(self) -> str:
         repr = self.identifier_repr
         if self.name:
-            repr = f"{self.name} ({self.identifier_repr})"
+            repr = f"{self.name} - {self.identifier_repr}"
         elif self.mic_name:
-            repr = f"{self.mic_name} ({self.identifier_repr})"
+            repr = f"{self.mic_name} - {self.identifier_repr}"
         return repr
 
     class Meta:
@@ -215,7 +219,7 @@ class Exchange(WBModel):
 
     @classmethod
     def get_representation_label_key(cls):
-        return "{{name}} ({{mic_code}})"
+        return "{{name}}"
 
     @property
     def time_zone(self):