wbfdm 1.50.9__py2.py3-none-any.whl → 1.50.11__py2.py3-none-any.whl

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Files changed (8) hide show
  1. wbfdm/filters/classifications.py +2 -2
  2. wbfdm/filters/financials.py +8 -21
  3. wbfdm/filters/financials_analysis.py +36 -16
  4. wbfdm/filters/instrument_prices.py +8 -4
  5. wbfdm/filters/instruments.py +4 -4
  6. {wbfdm-1.50.9.dist-info → wbfdm-1.50.11.dist-info}/METADATA +1 -1
  7. {wbfdm-1.50.9.dist-info → wbfdm-1.50.11.dist-info}/RECORD +8 -8
  8. {wbfdm-1.50.9.dist-info → wbfdm-1.50.11.dist-info}/WHEEL +0 -0
wbfdm/filters/classifications.py CHANGED
@@ -67,7 +67,7 @@ class ClassificationTreeChartFilter(wb_filters.FilterSet):
67
67
 
68
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  aggregation_type = wb_filters.ChoiceFilter(
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  choices=[("classification_count", "Classification Count"), ("instrument_count", "Instrument Count")],
70
- default="classification_count",
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+ initial="classification_count",
71
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  label="Aggregation Type",
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  method="fake_filter",
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  )
@@ -89,7 +89,7 @@ class InstrumentClassificationThroughModelViewFilterSet(wb_filters.FilterSet):
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  endpoint=ClassificationGroup.get_representation_endpoint(),
90
90
  value_key=ClassificationGroup.get_representation_value_key(),
91
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  label_key=ClassificationGroup.get_representation_label_key(),
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- default=_get_default_classification_group_id,
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+ initial=_get_default_classification_group_id,
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  )
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94
 
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  class Meta:
wbfdm/filters/financials.py CHANGED
@@ -7,15 +7,10 @@ from wbfdm.models.instruments import Instrument
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7
 
8
8
  class MarketDataChartFilterSet(filters.FilterSet):
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9
  period = filters.FinancialPerformanceDateRangeFilter(
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- label="Period",
11
- method="fake_filter",
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- default=five_year_data_range,
10
+ label="Period", method="fake_filter", initial=five_year_data_range, required=True
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11
  )
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  chart_type = filters.ChoiceFilter(
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- method="fake_filter",
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- label="Chart Type",
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- choices=MarketDataChartType.choices,
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- default="close",
13
+ method="fake_filter", label="Chart Type", choices=MarketDataChartType.choices, initial="close", required=True
19
14
  )
20
15
  benchmarks = filters.ModelMultipleChoiceFilter(
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  label="Benchmarks",
@@ -35,14 +30,12 @@ class MarketDataChartFilterSet(filters.FilterSet):
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  volume = filters.BooleanFilter(
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  method="fake_filter",
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  label="Add Volume",
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- default=False,
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- required=False,
33
+ initial=False,
40
34
  )
41
35
  show_estimates = filters.BooleanFilter(
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  method="fake_filter",
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  label="Show Estimates",
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- default=True,
45
- required=False,
38
+ initial=True,
46
39
  )
47
40
 
48
41
  class Meta:
@@ -51,16 +44,10 @@ class MarketDataChartFilterSet(filters.FilterSet):
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44
 
52
45
 
53
46
  class FinancialRatioFilterSet(filters.FilterSet):
54
- ttm = filters.BooleanFilter(
55
- method="fake_filter",
56
- label="TTM/FTM",
57
- default=True,
58
- )
47
+ ttm = filters.BooleanFilter(method="fake_filter", label="TTM/FTM", initial=True, required=True)
59
48
 
60
49
  period = filters.FinancialPerformanceDateRangeFilter(
61
- method="fake_filter",
62
- label="Period",
63
- default=five_year_data_range,
50
+ method="fake_filter", label="Period", initial=five_year_data_range, required=True
64
51
  )
65
52
 
66
53
  class Meta:
@@ -74,7 +61,7 @@ class StatementFilter(filters.FilterSet):
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  label="Data Type",
75
62
  choices=DataType.choices,
76
63
  required=True,
77
- default=DataType.STANDARDIZED,
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+ initial=DataType.STANDARDIZED,
78
65
  )
79
66
 
80
67
  class Meta:
@@ -88,7 +75,7 @@ class StatementWithEstimateFilter(filters.FilterSet):
88
75
  label="Calendar Type",
89
76
  choices=CalendarType.choices,
90
77
  required=True,
91
- default=CalendarType.FISCAL,
78
+ initial=CalendarType.FISCAL,
92
79
  )
93
80
 
94
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  class Meta:
wbfdm/filters/financials_analysis.py CHANGED
@@ -48,7 +48,7 @@ class FinancialAnalysisValuationRatiosFilterSet(wb_filters.FilterSet):
48
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  label="Date Range",
49
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  required=True,
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  clearable=False,
51
- default=lambda r, v, q: DateRange(_get_12m(r, v, q), date.today()),
51
+ initial=lambda r, v, q: DateRange(_get_12m(r, v, q), date.today()),
52
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  )
53
53
 
54
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  class OutputChoices(models.TextChoices):
@@ -61,34 +61,46 @@ class FinancialAnalysisValuationRatiosFilterSet(wb_filters.FilterSet):
61
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  ROLLING = "ROLLING", "Rolling"
62
62
 
63
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  output = wb_filters.ChoiceFilter(
64
- choices=OutputChoices.choices, label="Output", method="fake_filter", default=OutputChoices.CHART
64
+ choices=OutputChoices.choices, label="Output", method="fake_filter", initial=OutputChoices.CHART, required=True
65
65
  )
66
66
  period = wb_filters.ChoiceFilter(
67
- choices=PeriodChoices.choices, label="Period", method="fake_filter", default=PeriodChoices.NTM
67
+ choices=PeriodChoices.choices, label="Period", method="fake_filter", initial=PeriodChoices.NTM, required=True
68
68
  )
69
- vs_related = wb_filters.BooleanFilter(label="Versus related", default=False, method="fake_filter")
70
- clean_data = wb_filters.BooleanFilter(label="Clean data", default=True, method="fake_filter")
71
- ranges = wb_filters.BooleanFilter(label="Draw ranges", default=False, required=False, method="fake_filter")
69
+ vs_related = wb_filters.BooleanFilter(label="Versus related", initial=False, required=True, method="fake_filter")
70
+ clean_data = wb_filters.BooleanFilter(label="Clean data", initial=True, required=True, method="fake_filter")
71
+ ranges = wb_filters.BooleanFilter(label="Draw ranges", initial=False, method="fake_filter")
72
72
  range_type = wb_filters.ChoiceFilter(
73
73
  choices=RangeChoices.choices,
74
74
  label="Range type",
75
75
  method="fake_filter",
76
76
  required=True,
77
- default=RangeChoices.MINMAX,
77
+ initial=RangeChoices.MINMAX,
78
78
  )
79
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  range_period = wb_filters.NumberFilter(
80
- precision=0, label="Rolling period", method="fake_filter", required=True, default=120
80
+ precision=0, label="Rolling period", method="fake_filter", required=True, initial=120
81
81
  )
82
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  x_axis_var = wb_filters.ChoiceFilter(
83
- choices=VariableChoices.choices, label="X-Axis", method="fake_filter", default=VariableChoices.EPSG
83
+ choices=VariableChoices.choices,
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+ label="X-Axis",
85
+ method="fake_filter",
86
+ initial=VariableChoices.EPSG,
87
+ required=True,
84
88
  )
85
89
  y_axis_var = wb_filters.ChoiceFilter(
86
- choices=VariableChoices.choices, label="Y-Axis", method="fake_filter", default=VariableChoices.PE
90
+ choices=VariableChoices.choices,
91
+ label="Y-Axis",
92
+ method="fake_filter",
93
+ initial=VariableChoices.PE,
94
+ required=True,
87
95
  )
88
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  z_axis_var = wb_filters.ChoiceFilter(
89
- choices=VariableChoices.choices, label="Bubble", method="fake_filter", default=VariableChoices.MKTCAP
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+ choices=VariableChoices.choices,
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+ label="Bubble",
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+ method="fake_filter",
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+ initial=VariableChoices.MKTCAP,
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+ required=True,
90
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  )
91
- median = wb_filters.BooleanFilter(label="Median", default=True, method="fake_filter")
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+ median = wb_filters.BooleanFilter(label="Median", initial=True, required=True, method="fake_filter")
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104
 
93
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  class Meta:
94
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  model = Instrument
@@ -101,19 +113,27 @@ class EarningsAnalysisFilterSet(wb_filters.FilterSet):
101
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  label="Date Range",
102
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  required=True,
103
115
  clearable=False,
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- default=lambda r, v, q: DateRange(_get_12m(r, v, q), date.today()),
116
+ initial=lambda r, v, q: DateRange(_get_12m(r, v, q), date.today()),
105
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  )
106
118
 
107
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  class OutputChoices(models.TextChoices):
108
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  EPS = "EPS", "Earnings ($)"
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110
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  analysis = wb_filters.ChoiceFilter(
111
- choices=OutputChoices.choices, label="Analysis", method=lambda q, n, v: q, default=OutputChoices.EPS
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+ choices=OutputChoices.choices,
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+ label="Analysis",
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+ method=lambda q, n, v: q,
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+ initial=OutputChoices.EPS,
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+ required=True,
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  )
113
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  period = wb_filters.ChoiceFilter(
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- choices=PeriodChoices.choices, label="Period", method=lambda q, n, v: q, default=PeriodChoices.NTM
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+ choices=PeriodChoices.choices,
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+ label="Period",
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+ method=lambda q, n, v: q,
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+ initial=PeriodChoices.NTM,
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+ required=True,
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135
  )
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- vs_related = wb_filters.BooleanFilter(label="Show related", default=False, method=lambda q, n, v: q)
136
+ vs_related = wb_filters.BooleanFilter(label="Show related", initial=False, required=True, method=lambda q, n, v: q)
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137
 
118
138
  class Meta:
119
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  model = Instrument
wbfdm/filters/instrument_prices.py CHANGED
@@ -16,7 +16,7 @@ class FakeDateRange(wb_filters.FilterSet):
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  label="Date Range",
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  required=True,
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  clearable=False,
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- default=lambda r, v, q: DateRange(byearend_2_year_ago(r, v, q), date.today()),
19
+ initial=lambda r, v, q: DateRange(byearend_2_year_ago(r, v, q), date.today()),
20
20
  )
21
21
 
22
22
  class Meta:
@@ -30,7 +30,7 @@ class InstrumentPriceFilterSet(wb_filters.FilterSet):
30
30
  label="Date Range",
31
31
  required=True,
32
32
  clearable=False,
33
- default=lambda r, v, q: DateRange(get_earliest_date(r, v, q), get_latest_date(r, v, q)),
33
+ initial=lambda r, v, q: DateRange(get_earliest_date(r, v, q), get_latest_date(r, v, q)),
34
34
  )
35
35
 
36
36
  class Meta:
@@ -70,7 +70,7 @@ class InstrumentPriceMultipleBenchmarkChartFilterSet(InstrumentPriceFilterSet):
70
70
  filter_params={"is_security": True},
71
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  method="fake_filter",
72
72
  )
73
- normalized = wb_filters.BooleanFilter(label="Normalize", default=True, method="fake_filter")
73
+ normalized = wb_filters.BooleanFilter(label="Normalize", initial=True, required=True, method="fake_filter")
74
74
 
75
75
  class Meta:
76
76
  model = InstrumentPrice
@@ -84,7 +84,11 @@ class InstrumentPriceFrequencyFilter(InstrumentPriceFilterSet):
84
84
  MONTHLY = "BME", "Monthly"
85
85
 
86
86
  frequency = wb_filters.ChoiceFilter(
87
- label="Frequency", choices=FrequencyChoice.choices, default=FrequencyChoice.DAILY, method="fake_filter"
87
+ label="Frequency",
88
+ choices=FrequencyChoice.choices,
89
+ initial=FrequencyChoice.DAILY,
90
+ required=True,
91
+ method="fake_filter",
88
92
  )
89
93
 
90
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  class Meta:
wbfdm/filters/instruments.py CHANGED
@@ -29,7 +29,7 @@ class InstrumentFavoriteGroupFilterSet(wb_filters.FilterSet):
29
29
  endpoint=InstrumentFavoriteGroup.get_representation_endpoint(),
30
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  value_key=InstrumentFavoriteGroup.get_representation_value_key(),
31
31
  label_key=InstrumentFavoriteGroup.get_representation_label_key(),
32
- default=get_default_favorite_group,
32
+ initial=get_default_favorite_group,
33
33
  method="filter_favorite_group",
34
34
  )
35
35
 
@@ -93,7 +93,7 @@ class InstrumentFilterSet(TagFilterMixin, InstrumentFavoriteGroupFilterSet):
93
93
  return queryset
94
94
 
95
95
  is_investable = wb_filters.BooleanFilter(
96
- label="Is Investable", default=True, method="filter_is_investable", hidden=True
96
+ label="Is Investable", initial=True, method="filter_is_investable", hidden=True
97
97
  )
98
98
 
99
99
  def filter_is_investable(self, queryset, name, value):
@@ -171,7 +171,7 @@ class BaseClassifiedInstrumentFilterSet(TagFilterMixin, wb_filters.FilterSet):
171
171
  endpoint=ClassificationGroup.get_representation_endpoint(),
172
172
  value_key=ClassificationGroup.get_representation_value_key(),
173
173
  label_key=ClassificationGroup.get_representation_label_key(),
174
- default=_get_default_classification_group_id,
174
+ initial=_get_default_classification_group_id,
175
175
  method="fake_filter",
176
176
  required=True,
177
177
  )
@@ -195,7 +195,7 @@ class MonthlyPerformancesInstrumentFilterSet(wb_filters.FilterSet):
195
195
  required=True,
196
196
  clearable=False,
197
197
  method="fake_filter",
198
- default=lambda r, v, q: DateRange(get_earliest_date(r, v, q), get_latest_date(r, v, q)),
198
+ initial=lambda r, v, q: DateRange(get_earliest_date(r, v, q), get_latest_date(r, v, q)),
199
199
  )
200
200
 
201
201
  class Meta:
{wbfdm-1.50.9.dist-info → wbfdm-1.50.11.dist-info}/METADATA RENAMED
@@ -1,6 +1,6 @@
1
1
  Metadata-Version: 2.4
2
2
  Name: wbfdm
3
- Version: 1.50.9
3
+ Version: 1.50.11
4
4
  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.
5
5
  Author-email: Christopher Wittlinger <c.wittlinger@stainly.com>
6
6
  Requires-Dist: roman==4.*
{wbfdm-1.50.9.dist-info → wbfdm-1.50.11.dist-info}/RECORD RENAMED
@@ -135,12 +135,12 @@ wbfdm/figures/financials/__init__.py,sha256=6PcHUFJeTEtz9BweUlLANHHOshiNgqX1Wj3K
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  wbfdm/figures/financials/financial_analysis_charts.py,sha256=YJ3JW8WiuP53Ow9YGT_TGpMGQtCyGMzORb5EEn86XSo,18396
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136
  wbfdm/figures/financials/financials_charts.py,sha256=tKqBWvkLkDB2GGsPe5g4GR6d3tgnBY2LgRYdXamzBWQ,32717
137
137
  wbfdm/filters/__init__.py,sha256=skWeFdAcemysUeGEvIJ_cIxn-SXuJsUxAroTxq0N8Qo,926
138
- wbfdm/filters/classifications.py,sha256=ylmYzP2ZYiEei5vr8BCn_8JNd-Bv7uYnyDhWLa_VrHM,3625
138
+ wbfdm/filters/classifications.py,sha256=8tKTAPwMzOIXkGWa4ez1layLBAlkDtdG53-75Rg0d9k,3625
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139
  wbfdm/filters/exchanges.py,sha256=84N4AQoCwgdnxTxmhMob5Yndfr5gy_DRQ_-m2ilVLVM,835
140
- wbfdm/filters/financials.py,sha256=mYb2nvZo3UWtN7pWQQcug0YMgQ6uEIlDR5GhwID_Um0,2539
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- wbfdm/filters/financials_analysis.py,sha256=EiWMWZ9cc3Pm7ySTKRHlM2XmB2NDFBIGKdAWNwDhJ3A,4087
142
- wbfdm/filters/instrument_prices.py,sha256=_yDyKWwaUIVvsSCJAitILtLdhzschVpkuyi8X8QHpAs,3647
143
- wbfdm/filters/instruments.py,sha256=RwdLzB-96iDmdTOHpb74UkyB4k-AfLBQ1KxhPpJWvyI,7893
140
+ wbfdm/filters/financials.py,sha256=FN6vpx99jOMMuv79bWbyPH8TrD7ua0JjVOu8ivDbi6I,2461
141
+ wbfdm/filters/financials_analysis.py,sha256=aDA33RhKCOmA62GwuAr5xDK71T0racdyDUEaxOBp4Oc,4401
142
+ wbfdm/filters/instrument_prices.py,sha256=Nt-fInhTM_LRwwmT3U-b0eWoxe-EYEdv77wLEHkZqUc,3710
143
+ wbfdm/filters/instruments.py,sha256=u-aQIjAa90Ru7wdIoUr207Z39ThnDMBZoMEFqBDA1vc,7893
144
144
  wbfdm/filters/utils.py,sha256=6IpNoZ_yjRUCdpVXrj3kriTceAX-VGrS5NpZA2NgSmY,1870
145
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  wbfdm/import_export/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
146
146
  wbfdm/import_export/backends/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -352,6 +352,6 @@ wbfdm/viewsets/statements/__init__.py,sha256=odxtFYUDICPmz8WCE3nx93EvKZLSPBEI4d7
352
352
  wbfdm/viewsets/statements/statements.py,sha256=kmtM0uZ3f7eJJe5gVmd-iVra9dHwTB9x12p7f5qTEx8,4084
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  wbfdm/viewsets/technical_analysis/__init__.py,sha256=qtCIBg0uSiZeJq_1tEQFilnorMBkMe6uCMfqar6-cLE,77
354
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  wbfdm/viewsets/technical_analysis/monthly_performances.py,sha256=O1j8CGfOranL74LqVvcf7jERaDIboEJZiBf_AbbVDQ8,3974
355
- wbfdm-1.50.9.dist-info/METADATA,sha256=8QJvuseP4Skk5G-3N9GPPLyzPh8pI1awjM9W46HHGpA,737
356
- wbfdm-1.50.9.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
357
- wbfdm-1.50.9.dist-info/RECORD,,
355
+ wbfdm-1.50.11.dist-info/METADATA,sha256=pfGoPhdr8aFf630JDLT-kksGW720hv51XHdZZ_1p95A,738
356
+ wbfdm-1.50.11.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
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+ wbfdm-1.50.11.dist-info/RECORD,,