wbfdm 1.55.0__tar.gz → 1.55.1__tar.gz

{wbfdm-1.55.0 → wbfdm-1.55.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbfdm
-Version: 1.55.0
+Version: 1.55.1
 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-1.55.0 → wbfdm-1.55.1}/wbfdm/import_export/handlers/option.py

@@ -26,7 +26,7 @@ class OptionAggregateImportHandler(ImportExportHandler):
 
     def _get_instance(self, data: Dict[str, Any], history: Optional[models.QuerySet] = None, **kwargs) -> models.Model:
         with suppress(ObjectDoesNotExist):
-            return self.model.objects.filter(instrument=data["instrument"], date=data["date"], type=data["type"])
+            return self.model.objects.get(instrument=data["instrument"], date=data["date"], type=data["type"])
 
 
 class OptionImportHandler(ImportExportHandler):
@@ -46,7 +46,7 @@ class OptionImportHandler(ImportExportHandler):
 
     def _get_instance(self, data: Dict[str, Any], history: Optional[models.QuerySet] = None, **kwargs) -> models.Model:
         with suppress(ObjectDoesNotExist):
-            return self.model.objects.filter(
+            return self.model.objects.get(
                 instrument=data["instrument"],
                 contract_identifier=data["contract_identifier"],
                 date=data["date"],

wbfdm-1.55.1/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-1.55.0 → wbfdm-1.55.1}/wbfdm/models/instruments/instrument_prices.py

@@ -195,9 +195,11 @@ class InstrumentPrice(
         verbose_name="Value (Gross)",
     )  # TODO: I think we need to remove this field that is not really used here.
 
-    outstanding_shares = DynamicDecimalField(
+    outstanding_shares = models.DecimalField(
         decimal_places=4,
         max_digits=16,
+        blank=True,
+        null=True,
         verbose_name="Outstanding Shares",
         help_text="The amount of outstanding share for this instrument",
     )

{wbfdm-1.55.0 → wbfdm-1.55.1}/wbfdm/models/instruments/mixin/financials_computed.py

@@ -697,10 +697,6 @@ import pandas as pd
 #
 #
 class InstrumentPriceComputedMixin:
-    def _compute_outstanding_shares(self):
-        if self.outstanding_shares is None and (previous_price := self.previous_price):
-            return previous_price.outstanding_shares
-
     def _compute_outstanding_shares_consolidated(self):
         if self.outstanding_shares_consolidated is None and self.outstanding_shares is not None:
             return self.outstanding_shares

{wbfdm-1.55.0 → wbfdm-1.55.1}/wbfdm/tests/models/test_instrument_prices.py

@@ -1,10 +1,8 @@
 from datetime import date
-from decimal import Decimal
 
 import pandas as pd
 import pytest
 from faker import Faker
-from pandas.tseries.offsets import BDay
 from wbcore.models import DynamicDecimalField, DynamicFloatField
 
 from wbfdm.models import Instrument, InstrumentPrice, RelatedInstrumentThroughModel
@@ -168,18 +166,6 @@ class TestInstrumentPriceModel:
         assert isinstance(instrument_price._meta.get_field("gross_value"), DynamicDecimalField)
         assert instrument_price.gross_value == instrument_price.net_value
 
-    @pytest.mark.parametrize("instrument_price__outstanding_shares", [Decimal(10)])
-    def test_compute_outstanding_shares(self, instrument_price, instrument_price_factory):
-        next_price = instrument_price_factory.create(
-            instrument=instrument_price.instrument,
-            date=instrument_price.date + BDay(1),
-            outstanding_shares=None,
-            calculated=instrument_price.calculated,
-        )
-        assert hasattr(instrument_price, "_compute_outstanding_shares")
-        assert isinstance(instrument_price._meta.get_field("outstanding_shares"), DynamicDecimalField)
-        assert next_price.outstanding_shares == instrument_price.outstanding_shares
-
     @pytest.mark.parametrize("instrument_price__volume_50d", [None])
     def test_compute_volume_50d(self, instrument_price, instrument_price_factory):
         assert hasattr(instrument_price, "_compute_volume_50d")