wbfdm 1.50.14__tar.gz → 1.51.0__tar.gz

{wbfdm-1.50.14 → wbfdm-1.51.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbfdm
-Version: 1.50.14
+Version: 1.51.0
 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.*

{wbfdm-1.50.14 → wbfdm-1.51.0}/wbfdm/analysis/financial_analysis/statement_with_estimates.py

@@ -230,7 +230,7 @@ class StatementWithEstimates:
             df[Financial.ENTERPRISE_VALUE.value] = (
                 df.get(MarketData.MARKET_CAPITALIZATION.value, empty_series)
                 + df.get(Financial.NET_DEBT.value, empty_series)
-                - df.get(Financial.CASH_EQUIVALENTS, empty_series)
+                - df.get(Financial.CASH_EQUIVALENTS.value, empty_series)
             )
 
             # Calculate a couple of variables
@@ -251,7 +251,7 @@ class StatementWithEstimates:
             df["price_sales_ratio"] = pd.concat(
                 [
                     yearly_df.get(MarketData.MARKET_CAPITALIZATION.value, yearly_empty_series)
-                    / yearly_df.get(Financial.GROSS_PROFIT.value, yearly_empty_series),
+                    / yearly_df.get(Financial.REVENUE.value, yearly_empty_series),
                     quarterly_df.get(MarketData.MARKET_CAPITALIZATION.value, quarterly_empty_series)
                     / quarterly_df.get(Financial.REVENUE.value, quarterly_empty_series)
                     .rolling(4, min_periods=1)
@@ -305,7 +305,7 @@ class StatementWithEstimates:
                 df.get(Financial.EBIT.value, empty_series) / df.get(Financial.REVENUE.value, empty_series) * 100
             )
             df["net_income_margin"] = (
-                df.get(Financial.NET_INCOME_REPORTED, empty_series)
+                df.get(Financial.NET_INCOME_REPORTED.value, empty_series)
                 / df.get(Financial.REVENUE.value, empty_series)
                 * 100
             )
@@ -344,7 +344,7 @@ class StatementWithEstimates:
             )
 
             df["price_to_tangible_bv_ratio"] = df.get(MarketData.CLOSE.value, empty_series) / df.get(
-                Financial.TANGIBLE_BOOK_VALUE_PER_SHARE, empty_series
+                Financial.TANGIBLE_BOOK_VALUE_PER_SHARE.value, empty_series
             )
             df["cash_shares_ratio"] = df.get(Financial.CASH_AND_SHORT_TERM_INVESTMENT.value, empty_series) / df.get(
                 Financial.DILUTED_WEIGHTED_AVG_SHARES.value, empty_series
@@ -359,7 +359,7 @@ class StatementWithEstimates:
                 Financial.STOCK_COMPENSATION.value, empty_series
             ) / df.get(Financial.EMPLOYEES.value, empty_series)
 
-            df["net_cash"] = df.get(Financial.CASH_EQUIVALENTS, empty_series) - df.get(
+            df["net_cash"] = df.get(Financial.CASH_EQUIVALENTS.value, empty_series) - df.get(
                 Financial.CURRENT_LIABILITIES.value, empty_series
             )
             df[Financial.EBIT.value] = df.get(Financial.EBIT.value, empty_series)

wbfdm-1.51.0/wbfdm/locale/de/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: 2025-05-20 09:31+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"
+"Plural-Forms: nplurals=2; plural=(n != 1);\n"
+#: wbfdm/contrib/metric/filters.py:27
+msgid "Basket Content Type"
+msgstr ""
+
+#: wbfdm/contrib/metric/viewsets/configs/utils.py:127
+msgid "Fundamentals"
+msgstr ""
+
+#: wbfdm/models/exchanges/exchanges.py:184
+#: wbfdm/viewsets/configs/display/instruments.py:77
+msgid "Exchange"
+msgstr ""
+
+#: wbfdm/models/exchanges/exchanges.py:185
+msgid "Exchanges"
+msgstr ""
+
+#: wbfdm/models/instruments/instrument_requests.py:116
+#: wbfdm/models/instruments/instrument_requests.py:182
+msgid "An instrument already exists with the proposed identifier"
+msgstr ""
+
+#: wbfdm/viewsets/configs/buttons/classifications.py:10
+msgid "Tree Chart"
+msgstr ""
+
+#: wbfdm/viewsets/configs/buttons/classifications.py:11
+msgid "Icicle Chart"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:40
+msgid "Child Classifications"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:43
+msgid "Instruments"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:69
+msgid "Classification"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:112
+msgid "Related Instruments"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:14
+msgid "Initiated"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:15
+msgid "Review"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:16
+msgid "Headline"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:17
+msgid "Narrative"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:18
+msgid "Source"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:19
+msgid "Status"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:20
+msgid "Type"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:21
+msgid "Assessment"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:22
+msgid "Response"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:70
+msgid "Section"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:71
+msgid "Adverse sustainability indicator"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:72
+msgid "Metric"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:73
+msgid "Factor"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:74
+msgid "Value"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_lists.py:34
+msgid "Exclusion List"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_lists.py:105
+msgid "Validated"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_lists.py:109
+msgid "Not Validated"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_requests.py:95
+msgid "Instrument Data"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:70
+#: wbfdm/viewsets/configs/display/officers.py:11
+msgid "Name"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:73
+msgid "Information"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:76
+msgid "Instrument Type"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:78
+msgid "ISIN"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:79
+msgid "Ticker"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:80
+msgid "RIC"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:81
+msgid "Refinitiv Mnemonic"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:82
+msgid "Description"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:83
+msgid "Currency"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:84
+msgid "Country"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:91
+msgid "Extra"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:94
+msgid "Primary"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:95
+msgid "Investable Universe"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:96
+msgid "Security"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:97
+msgid "Internally Managed"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:100
+msgid "Performance"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:330
+msgid "Hierarchy"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:343
+msgid "News"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:10
+msgid "Position"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:12
+msgid "Age"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:13
+msgid "Sex"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:14
+msgid "Start"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:12
+msgid "Date"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:13
+msgid "Open"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:14
+msgid "High"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:15
+msgid "Low"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:16
+msgid "Close"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:17
+msgid "Volume"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:18
+msgid "Oustanding Shares"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:19
+msgid "Market Cap."
+msgstr ""

wbfdm-1.51.0/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: 2025-05-20 09:31+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"
+"Plural-Forms: nplurals=2; plural=(n > 1);\n"
+#: wbfdm/contrib/metric/filters.py:27
+msgid "Basket Content Type"
+msgstr ""
+
+#: wbfdm/contrib/metric/viewsets/configs/utils.py:127
+msgid "Fundamentals"
+msgstr ""
+
+#: wbfdm/models/exchanges/exchanges.py:184
+#: wbfdm/viewsets/configs/display/instruments.py:77
+msgid "Exchange"
+msgstr ""
+
+#: wbfdm/models/exchanges/exchanges.py:185
+msgid "Exchanges"
+msgstr ""
+
+#: wbfdm/models/instruments/instrument_requests.py:116
+#: wbfdm/models/instruments/instrument_requests.py:182
+msgid "An instrument already exists with the proposed identifier"
+msgstr ""
+
+#: wbfdm/viewsets/configs/buttons/classifications.py:10
+msgid "Tree Chart"
+msgstr ""
+
+#: wbfdm/viewsets/configs/buttons/classifications.py:11
+msgid "Icicle Chart"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:40
+msgid "Child Classifications"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:43
+msgid "Instruments"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:69
+msgid "Classification"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/classifications.py:112
+msgid "Related Instruments"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:14
+msgid "Initiated"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:15
+msgid "Review"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:16
+msgid "Headline"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:17
+msgid "Narrative"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:18
+msgid "Source"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:19
+msgid "Status"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:20
+msgid "Type"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:21
+msgid "Assessment"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:22
+msgid "Response"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:70
+msgid "Section"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:71
+msgid "Adverse sustainability indicator"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:72
+msgid "Metric"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:73
+msgid "Factor"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/esg.py:74
+msgid "Value"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_lists.py:34
+msgid "Exclusion List"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_lists.py:105
+msgid "Validated"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_lists.py:109
+msgid "Not Validated"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instrument_requests.py:95
+msgid "Instrument Data"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:70
+#: wbfdm/viewsets/configs/display/officers.py:11
+msgid "Name"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:73
+msgid "Information"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:76
+msgid "Instrument Type"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:78
+msgid "ISIN"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:79
+msgid "Ticker"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:80
+msgid "RIC"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:81
+msgid "Refinitiv Mnemonic"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:82
+msgid "Description"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:83
+msgid "Currency"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:84
+msgid "Country"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:91
+msgid "Extra"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:94
+msgid "Primary"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:95
+msgid "Investable Universe"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:96
+msgid "Security"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:97
+msgid "Internally Managed"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:100
+msgid "Performance"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:330
+msgid "Hierarchy"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/instruments.py:343
+msgid "News"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:10
+msgid "Position"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:12
+msgid "Age"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:13
+msgid "Sex"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/officers.py:14
+msgid "Start"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:12
+msgid "Date"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:13
+msgid "Open"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:14
+msgid "High"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:15
+msgid "Low"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:16
+msgid "Close"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:17
+msgid "Volume"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:18
+msgid "Oustanding Shares"
+msgstr ""
+
+#: wbfdm/viewsets/configs/display/prices.py:19
+msgid "Market Cap."
+msgstr ""

{wbfdm-1.50.14 → wbfdm-1.51.0}/wbfdm/viewsets/configs/display/instruments.py

@@ -74,7 +74,7 @@ class InstrumentDisplayConfig(DisplayViewConfig):
                     open_by_default=False,
                     children=[
                         dp.Field(key="instrument_type", label=_("Instrument Type"), show="open"),
-                        dp.Field(key="exchange", label=_("Exchange"), show="open"),
+                        dp.Field(key="exchange", label=_("Exchange")),
                         dp.Field(key="isin", label=_("ISIN")),
                         dp.Field(key="ticker", label=_("Ticker")),
                         dp.Field(key="refinitiv_identifier_code", label=_("RIC")),

{wbfdm-1.50.14 → wbfdm-1.51.0}/wbfdm/viewsets/financial_analysis/statement_with_estimates.py

@@ -63,7 +63,7 @@ class StatementWithEstimatesPandasViewSet(InstrumentMixin, ExportPandasAPIViewSe
                 pf.CharField(key="financial", label="Financial"),
                 pf.CharField(key="_group_key", label="Group Key"),
                 pf.JsonField(key="_overwrites", label="Overwrites"),
-                pf.SparklineField(key="progress", label="Yearly Trend"),
+                pf.SparklineField(key="progress", label="Yearly Trend", dimension="double"),
             ]
         )
 
@@ -76,7 +76,11 @@ class StatementWithEstimatesPandasViewSet(InstrumentMixin, ExportPandasAPIViewSe
 
         year_columns = list(filter(lambda col: "Y" in col, df.columns))
         if year_columns:
-            df["progress"] = df[year_columns].replace([np.inf, -np.inf, np.nan], None).apply(list, axis=1)
+            df["progress"] = (
+                df[year_columns]
+                .replace([np.inf, -np.inf, np.nan], None)
+                .apply(lambda x: list(x.to_dict().items()), axis=1)
+            )
 
         self.extra_cache_kwargs["_estimate_mapping"] = financial_analysis_result.estimated_mapping
         self.extra_cache_kwargs["_columns"] = df.columns

{wbfdm-1.50.14 → wbfdm-1.51.0}/wbfdm/viewsets/statements/statements.py

@@ -53,7 +53,7 @@ class StatementPandasViewSet(InstrumentMixin, ExportPandasAPIViewSet):
                 pf.PKField(key="external_ordering", label="ID"),
                 pf.CharField(key="external_code", label="Code"),
                 pf.CharField(key="external_description", label="Description"),
-                pf.SparklineField(key="progress", label="Yearly Trend"),
+                pf.SparklineField(key="progress", label="Yearly Trend", dimension="double"),
                 *[pf.FloatField(key=field, label=field, display_mode=DisplayMode.SHORTENED) for field in self.columns],
             ]
         )
@@ -83,7 +83,7 @@ class StatementPandasViewSet(InstrumentMixin, ExportPandasAPIViewSet):
     def manipulate_dataframe(self, df):
         if not df.empty:
             if year_cols := [col for col in df.columns if isinstance(col, str) and "Y" in col]:
-                df["progress"] = df[year_cols].fillna(0).apply(list, axis=1)
+                df["progress"] = df[year_cols].fillna(0).apply(lambda x: list(x.to_dict().items()), axis=1)
         return df
 
     @cached_property