wbfdm 1.51.0__tar.gz → 1.51.2__tar.gz

{wbfdm-1.51.0 → wbfdm-1.51.2}/.gitignore

@@ -71,7 +71,6 @@ report.xml
 */report.xml
 
 # Translations
-*.mo
 *.pot
 
 # Django stuff:

{wbfdm-1.51.0 → wbfdm-1.51.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbfdm
-Version: 1.51.0
+Version: 1.51.2
 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-1.51.0 → wbfdm-1.51.2}/wbfdm/analysis/financial_analysis/statement_with_estimates.py

@@ -404,7 +404,6 @@ class StatementWithEstimates:
                 "stock_compensation_employee_ratio",
                 Financial.CAPEX.value,
                 Financial.SHARES_OUTSTANDING.value,
-                MarketData.MARKET_CAPITALIZATION.value,
                 MarketData.CLOSE.value,
                 MarketData.MARKET_CAPITALIZATION.value,
                 "net_cash",

{wbfdm-1.51.0 → wbfdm-1.51.2}/wbfdm/analysis/financial_analysis/utils.py

@@ -133,6 +133,10 @@ class Loader:
                 self.errors["missing_data"].append(
                     "We could not find any market data covering the financial statement period"
                 )
+            df.loc[df.index.get_level_values("estimate"), market_data_df.columns.difference(["period_end_date"])] = (
+                None
+            )
+
         return df.rename_axis("financial", axis="columns")
 
     def _annotate_statement_data(self, df: pd.DataFrame, statement_values: list[Financial]) -> pd.DataFrame:

{wbfdm-1.51.0 → wbfdm-1.51.2}/wbfdm/contrib/metric/backends/statistics.py

@@ -171,7 +171,7 @@ class Dataloader(BaseDataloader):
             )
             fx_rate = df_price["fx_rate"]
             df = pd.concat([df_revenue, df_price.drop("fx_rate", axis=1)], axis=1)
-            for key in ["revenue_y_1", "revenue_y0", "revenue_y1", "market_capitalization", "price"]:
+            for key in ["revenue_y_1", "revenue_y0", "revenue_y1", "market_capitalization"]:
                 if key in df.columns:
                     df[key] = df[key] / fx_rate
 

{wbfdm-1.51.0 → wbfdm-1.51.2}/wbfdm/contrib/metric/viewsets/configs/display.py

@@ -31,6 +31,7 @@ class InstrumentMetricDisplayConfig(DisplayViewConfig):
                     filter_depth=1,
                     # lookup="id_repr",
                     clear_filter=True,
+                    filter_blacklist=["parent__isnull"],
                     list_endpoint=reverse(
                         "metric:instrumentmetric-list",
                         args=[],

{wbfdm-1.51.0 → wbfdm-1.51.2}/wbfdm/filters/instruments.py

@@ -93,9 +93,7 @@ class InstrumentFilterSet(TagFilterMixin, InstrumentFavoriteGroupFilterSet):
             )
         return queryset
 
-    is_investable = wb_filters.BooleanFilter(
-        label="Is Investable", initial=True, method="filter_is_investable", hidden=True
-    )
+    is_investable = wb_filters.BooleanFilter(label="Is Investable", method="filter_is_investable", hidden=True)
 
     def filter_is_investable(self, queryset, name, value):
         if value:

wbfdm-1.51.2/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: 2025-05-30 11:37+0200\n"
+"PO-Revision-Date: 2025-05-30 09:40+0000\n"
+"Language-Team: German (https://app.transifex.com/stainly/teams/171242/de/)\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Language: de\n"
+"Plural-Forms: nplurals=2; plural=(n != 1);\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-1.51.2/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 ""