wbfdm 2.2.1__py2.py3-none-any.whl

wbfdm/filters/utils.py

@@ -0,0 +1,44 @@
+from datetime import date
+
+from pandas.tseries.offsets import BDay, BMonthBegin, BMonthEnd
+from psycopg.types.range import DateRange
+from wbcore.utils.date import current_quarter_date_start
+from wbfdm.models import Instrument
+
+
+def get_earliest_date(field, request, view):
+    instrument_id = None
+    if "instrument_id" in view.kwargs:
+        instrument_id = view.kwargs["instrument_id"]
+    if "instrument_id" in request.GET:
+        instrument_id = request.GET["instrument_id"]
+    if instrument_id:
+        _date = Instrument.objects.get(id=instrument_id).inception_date
+    else:
+        _date = current_quarter_date_start()
+    return (_date + BDay(0)).date()
+
+
+def get_latest_date(field, request, view, **kwargs):
+    instrument_id = None
+    if "instrument_id" in view.kwargs:
+        instrument_id = view.kwargs["instrument_id"]
+    if "instrument_id" in request.GET:
+        instrument_id = request.GET["instrument_id"]
+    if instrument_id and (instrument := Instrument.objects.get(id=instrument_id)) and instrument.delisted_date:
+        _date = instrument.delisted_date
+    else:
+        _date = date.today()
+    return (_date - BDay(0)).date()
+
+
+def last_period_start(*args, **kwargs):
+    return (date.today() - BMonthBegin(1)).date()
+
+
+def last_period_end(*args, **kwargs):
+    return (date.today() + BMonthEnd(1)).date()
+
+
+def last_period_date_range(*args, **kwargs):
+    return DateRange(last_period_start(*args, **kwargs), last_period_end(*args, **kwargs))

wbfdm/import_export/backends/cbinsights/__init__.py

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+from .deals import *
+from .equities import *

wbfdm/import_export/backends/cbinsights/deals.py

@@ -0,0 +1,44 @@
+import json
+from datetime import date, datetime
+from io import BytesIO
+from typing import Optional
+
+from django.db import models
+from wbcore.contrib.io.backends import AbstractDataBackend, register
+
+from .mixin import DataBackendMixin
+from .utils.client import Client
+
+DEFAULT_MAPPING = {}
+
+
+@register("Deals", provider_key="cbinsights")
+class DataBackend(DataBackendMixin, AbstractDataBackend):
+    def __init__(self, import_credential: Optional[models.Model] = None, **kwargs):
+        self.client = Client(import_credential.username, import_credential.password)
+        self.client.connect()
+        super().__init__(**kwargs)
+
+    def get_provider_id(self, obj: models.Model) -> str:
+        return self.client.fetch_org_id(org_name=obj.name, org_urls=[obj.primary_url, *obj.additional_urls])
+
+    def get_files(
+        self,
+        execution_time: datetime,
+        start: Optional[date] = None,
+        obj_external_ids: list[str] = None,
+        debug: bool = False,
+        **kwargs,
+    ) -> BytesIO:
+        if obj_external_ids:
+            if start:
+                res_json = self.client.fetch_deals(
+                    obj_external_ids, start=start, end=execution_time.date(), debug=debug
+                )
+            else:
+                res_json = self.client.fetch_deals(obj_external_ids, last_update_time=execution_time, debug=debug)
+            if res_json:
+                content_file = BytesIO()
+                content_file.write(json.dumps(res_json).encode())
+                file_name = f"cbinsight_deals_{datetime.timestamp(execution_time)}.json"
+                yield file_name, content_file

wbfdm/import_export/backends/cbinsights/equities.py

@@ -0,0 +1,41 @@
+import json
+from datetime import date, datetime
+from io import BytesIO
+from typing import Optional
+
+from django.db import models
+from wbcore.contrib.io.backends import AbstractDataBackend, register
+
+from .mixin import DataBackendMixin
+from .utils.client import Client
+
+DEFAULT_MAPPING = {}
+
+
+@register("Instrument", provider_key="cbinsights")
+class DataBackend(DataBackendMixin, AbstractDataBackend):
+    def __init__(self, import_credential: Optional[models.Model] = None, **kwargs):
+        self.client = Client(import_credential.username, import_credential.password)
+        self.client.connect()
+        super().__init__(**kwargs)
+
+    def get_files(
+        self,
+        execution_time: datetime,
+        start: date = None,
+        obj_external_ids: list[str] = None,
+        debug: bool = False,
+        **kwargs,
+    ) -> BytesIO:
+        if obj_external_ids:
+            if start:
+                res_json = self.client.fetch_organizations(obj_external_ids, debug=debug)
+            else:
+                res_json = self.client.fetch_organizations(
+                    obj_external_ids, last_update_time=execution_time, debug=debug
+                )
+            if res_json:
+                content_file = BytesIO()
+                content_file.write(json.dumps(res_json).encode())
+                file_name = f"cbinsight_organisation_data_{datetime.timestamp(execution_time)}.json"
+                yield file_name, content_file

wbfdm/import_export/backends/cbinsights/mixin.py

@@ -0,0 +1,15 @@
+from datetime import date
+
+from django.db import models
+from wbfdm.models.instruments import Instrument
+
+
+class DataBackendMixin:
+    def is_object_valid(self, obj: models.Model) -> bool:
+        return super().is_object_valid(obj) and obj.is_active_at_date(date.today())
+
+    def get_provider_id(self, obj: models.Model) -> str:
+        return self.client.fetch_org_id(org_name=obj.name, org_urls=[obj.primary_url, *obj.additional_urls])
+
+    def get_default_queryset(self):
+        return Instrument.objects.filter(instrument_type__key="private_equity")