wbfdm 1.50.11__tar.gz → 1.50.13__tar.gz

{wbfdm-1.50.11 → wbfdm-1.50.13}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbfdm
-Version: 1.50.11
+Version: 1.50.13
 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-1.50.11 → wbfdm-1.50.13}/wbfdm/contrib/metric/filters.py

@@ -8,6 +8,16 @@ from .registry import backend_registry
 
 
 class InstrumentMetricFilterSet(filters.FilterSet):
+    parent_metric = filters.ModelChoiceFilter(
+        label="Parent",
+        queryset=InstrumentMetric.objects.all(),
+        endpoint=InstrumentMetric.get_representation_endpoint(),
+        value_key=InstrumentMetric.get_representation_value_key(),
+        label_key=InstrumentMetric.get_representation_label_key(),
+        hidden=True,
+    )
+    parent_metric__isnull = filters.BooleanFilter(field_name="parent_metric", lookup_expr="isnull", hidden=True)
+
     key = filters.ChoiceFilter(choices=backend_registry.get_choices(), label="Key")
     basket_content_type = filters.ModelChoiceFilter(
         queryset=ContentType.objects.all(),

{wbfdm-1.50.11 → wbfdm-1.50.13}/wbfdm/filters/financials.py

@@ -10,7 +10,11 @@ class MarketDataChartFilterSet(filters.FilterSet):
         label="Period", method="fake_filter", initial=five_year_data_range, required=True
     )
     chart_type = filters.ChoiceFilter(
-        method="fake_filter", label="Chart Type", choices=MarketDataChartType.choices, initial="close", required=True
+        method="fake_filter",
+        label="Chart Type",
+        choices=MarketDataChartType.choices,
+        required=True,
+        initial=MarketDataChartType.CLOSE,
     )
     benchmarks = filters.ModelMultipleChoiceFilter(
         label="Benchmarks",

{wbfdm-1.50.11 → wbfdm-1.50.13}/wbfdm/filters/instruments.py

@@ -52,6 +52,7 @@ class InstrumentFilterSet(TagFilterMixin, InstrumentFavoriteGroupFilterSet):
         label_key=Instrument.get_representation_label_key(),
         hidden=True,
     )
+    parent__isnull = wb_filters.BooleanFilter(field_name="parent", lookup_expr="isnull", hidden=True)
 
     classifications = wb_filters.ModelChoiceFilter(
         label="Classification",

{wbfdm-1.50.11 → wbfdm-1.50.13}/wbfdm/models/instruments/llm/create_instrument_news_relationships.py

@@ -4,8 +4,8 @@ from typing import Any
 from celery import shared_task
 from django.contrib.contenttypes.models import ContentType
 from langchain_core.messages import HumanMessage, SystemMessage
-from pydantic import BaseModel, Field
-from wbcore.contrib.ai.exceptions import APIStatusErrors
+from pydantic import BaseModel, Field, ValidationError
+from wbcore.contrib.ai.exceptions import APIStatusErrors, BadRequestErrors
 from wbcore.contrib.ai.llm.utils import run_llm
 
 logger = logging.getLogger("llm")
@@ -82,6 +82,11 @@ def run_company_extraction_llm(title: str, description: str, *args) -> list[dict
                             "content_object_repr": str(instrument),
                         }
                     )
+    except (
+        ValidationError,
+        *BadRequestErrors,
+    ):  # we silent bad request error because there is nothing we can do about it
+        pass
     except tuple(APIStatusErrors) as e:  # for APIStatusError, we let celery retry it
         raise e
     except Exception as e:  # otherwise we log the error and silently fail

{wbfdm-1.50.11 → wbfdm-1.50.13}/wbfdm/viewsets/instruments/instruments.py

@@ -52,7 +52,7 @@ class InstrumentModelViewSet(InstrumentMetricMixin, viewsets.ModelViewSet):
     METRIC_SHOW_AGGREGATES = False
     filter_backends = (ObjectPermissionsFilter, DjangoFilterBackend, OrderingFilter, InstrumentSearchFilter)
 
-    queryset = Instrument.objects.annotate_all()
+    queryset = Instrument.objects.annotate_all().exclude(name="")
     serializer_class = InstrumentModelListSerializer
     ordering_fields = (
         "instrument_type",

wbfdm-1.50.11/wbfdm/menu.py

@@ -1,11 +0,0 @@
-from django.utils.translation import gettext as _
-from wbcore.menus import ItemPermission, MenuItem
-from wbcore.permissions.shortcuts import is_internal_user
-
-INSTRUMENT_MENU_ITEM = MenuItem(
-    label=_("Instruments"),
-    endpoint="wbfdm:instrument-list",
-    permission=ItemPermission(
-        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrument"]
-    ),
-)