wbfdm 2.2.1__py2.py3-none-any.whl

wbfdm/migrations/0010_classification_classificationgroup_deal_exchange_and_more.py

@@ -0,0 +1,1299 @@
+# Generated by Django 4.2.7 on 2023-11-27 09:43
+
+import colorfield.fields
+import django.contrib.postgres.fields
+import django.core.validators
+import django.db.models.deletion
+import django_better_admin_arrayfield.models.fields
+import django_fsm
+import mptt.fields
+import wbcore.models.fields
+from django.apps import apps
+from django.db import migrations, models
+from wbfdm.models.instruments.mixin.financials_computed import (
+    InstrumentPriceComputedMixin,
+)
+
+state_operations = [
+    migrations.CreateModel(
+        name="Classification",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            ("computed_str", models.CharField(blank=True, max_length=512, null=True, verbose_name="Name")),
+            (
+                "height",
+                models.PositiveIntegerField(default=0, verbose_name="The height (leaf node have height 0)"),
+            ),
+            (
+                "level_representation",
+                models.CharField(max_length=256, verbose_name="Level Representation"),
+            ),
+            ("name", models.CharField(max_length=128, verbose_name="Name")),
+            ("code_aggregated", models.CharField(max_length=64, verbose_name="Code Aggregated")),
+            (
+                "investable",
+                models.BooleanField(default=True, help_text="Is this classification investable for us?"),
+            ),
+            (
+                "description",
+                models.TextField(
+                    blank=True,
+                    default="",
+                    help_text="Give a basic definition and description",
+                    verbose_name="Definition/Description",
+                ),
+            ),
+            ("lft", models.PositiveIntegerField(editable=False)),
+            ("rght", models.PositiveIntegerField(editable=False)),
+            ("tree_id", models.PositiveIntegerField(db_index=True, editable=False)),
+            ("level", models.PositiveIntegerField(editable=False)),
+        ],
+        options={
+            "verbose_name": "Classification",
+            "verbose_name_plural": "Classifications",
+        },
+    ),
+    migrations.CreateModel(
+        name="ClassificationGroup",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            ("name", models.CharField(max_length=128, verbose_name="Name")),
+            (
+                "is_primary",
+                models.BooleanField(
+                    default=False,
+                    help_text="Set to True if this classification must be used as default if not specified otherwise",
+                    verbose_name="Primary",
+                ),
+            ),
+            ("max_depth", models.IntegerField(default=0, verbose_name="Maximum Depth")),
+            (
+                "code_level_digits",
+                models.IntegerField(default=2, verbose_name="The number of digits per code level"),
+            ),
+        ],
+        options={
+            "verbose_name": "Classification Group",
+            "verbose_name_plural": "Classification Groups",
+        },
+    ),
+    migrations.CreateModel(
+        name="Deal",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            (
+                "type",
+                models.CharField(
+                    choices=[
+                        ("DEAL", "Deal"),
+                        ("FUNDING", "Funding"),
+                        ("INVESTMENT", "Investment"),
+                        ("PORTFOLIO_EXIT", "Portfolio Exit"),
+                    ],
+                    default="DEAL",
+                    help_text="The deal type",
+                    max_length=14,
+                    verbose_name="Type",
+                ),
+            ),
+            ("external_id", models.CharField(blank=True, max_length=64, null=True)),
+            ("date", models.DateField()),
+            ("transaction_amount", models.FloatField(help_text="Deal Size (in millions")),
+            ("funding_round", models.CharField(max_length=128, verbose_name="Funding Round")),
+            (
+                "funding_round_category",
+                models.CharField(max_length=128, verbose_name="Funding Round Category"),
+            ),
+            (
+                "valuation",
+                models.FloatField(
+                    blank=True,
+                    help_text="Valuation of the funded organization after this transaction (in Millions USD).",
+                    null=True,
+                    verbose_name="Valuaton",
+                ),
+            ),
+            (
+                "valuation_estimated",
+                models.BooleanField(
+                    default=False,
+                    help_text="True if the valuation is an estimate",
+                    verbose_name="Is valuation estimated",
+                ),
+            ),
+            (
+                "valuation_source_type",
+                models.CharField(blank=True, help_text="The source type of the valuation", max_length=24, null=True),
+            ),
+            (
+                "valuation_media_mention_source_urls",
+                django.contrib.postgres.fields.ArrayField(
+                    base_field=models.URLField(),
+                    blank=True,
+                    help_text="List of URLs used to source the valuation for the Media Mentions source type.",
+                    null=True,
+                    size=None,
+                ),
+            ),
+        ],
+        options={
+            "abstract": False,
+        },
+        bases=(models.Model,),
+    ),
+    migrations.CreateModel(
+        name="Exchange",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            (
+                "name",
+                models.CharField(
+                    blank=True,
+                    help_text="Name of the Exchange.",
+                    max_length=265,
+                    null=True,
+                    verbose_name="Exchange Name",
+                ),
+            ),
+            (
+                "opening_time",
+                models.TimeField(
+                    blank=True,
+                    help_text="The opening time of the exchange",
+                    null=True,
+                    verbose_name="Exchange Opening time",
+                ),
+            ),
+            (
+                "closing_time",
+                models.TimeField(
+                    blank=True,
+                    help_text="The closing time of the exchange",
+                    null=True,
+                    verbose_name="Exchange Closing time",
+                ),
+            ),
+            (
+                "mic_code",
+                models.CharField(
+                    blank=True,
+                    help_text="Market Identifier Code.",
+                    max_length=4,
+                    null=True,
+                    unique=True,
+                    verbose_name="MIC (ISO)",
+                ),
+            ),
+            (
+                "mic_name",
+                models.CharField(
+                    blank=True,
+                    help_text="Market Identifier Name.",
+                    max_length=126,
+                    null=True,
+                    verbose_name="MIC (ISO) Name",
+                ),
+            ),
+            (
+                "operating_mic_code",
+                models.CharField(
+                    blank=True,
+                    help_text="Operating Market Identifier Code.",
+                    max_length=4,
+                    null=True,
+                    verbose_name="Operating MIC Code",
+                ),
+            ),
+            (
+                "operating_mic_name",
+                models.CharField(
+                    blank=True,
+                    help_text="Operating Market Identifier Name.",
+                    max_length=126,
+                    null=True,
+                    verbose_name="Operating MIC Name",
+                ),
+            ),
+            (
+                "bbg_exchange",
+                models.CharField(
+                    blank=True,
+                    help_text="Bloomberg Exchange Code.",
+                    max_length=4,
+                    null=True,
+                    verbose_name="BBG Exchange Code",
+                ),
+            ),
+            (
+                "bbg_composite_primary",
+                models.BooleanField(
+                    default=False,
+                    help_text="Indicates the primary exchange for this BBG Composite Code.",
+                    verbose_name="BBG Primary composite",
+                ),
+            ),
+            (
+                "bbg_composite",
+                models.CharField(
+                    blank=True,
+                    help_text="Bloomberg Composite Code.",
+                    max_length=4,
+                    null=True,
+                    verbose_name="BBG Composite Code",
+                ),
+            ),
+            (
+                "refinitiv_identifier_code",
+                models.CharField(
+                    blank=True,
+                    help_text="Reuters Exchange Code.",
+                    max_length=4,
+                    null=True,
+                    verbose_name="RIC Exchange Code",
+                ),
+            ),
+            (
+                "refinitiv_mnemonic",
+                models.CharField(
+                    blank=True,
+                    help_text="Reuters Exchange Mnemonic Code.",
+                    max_length=4,
+                    null=True,
+                    verbose_name="Refinitiv Mnemonic",
+                ),
+            ),
+            (
+                "website",
+                models.URLField(
+                    blank=True, help_text="The Website of the Exchange", null=True, verbose_name="Website"
+                ),
+            ),
+            (
+                "comments",
+                models.TextField(
+                    blank=True,
+                    default="",
+                    help_text="Any comments for this exchange",
+                    verbose_name="Comments",
+                ),
+            ),
+        ],
+        options={
+            "verbose_name": "Exchange",
+            "verbose_name_plural": "Exchanges",
+        },
+    ),
+    migrations.CreateModel(
+        name="InstrumentClassificationRelatedInstrument",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            (
+                "related_instrument_type",
+                models.CharField(
+                    blank=True,
+                    choices=[
+                        ("PARTNER", "Partner"),
+                        ("SUPPLIER", "Supplier"),
+                        ("PEER", "Peer"),
+                        ("COMPETITOR", "Competitor"),
+                        ("BIGGEST_THREAT", "Biggest Threat"),
+                        ("CUSTOMER", "Customer"),
+                    ],
+                    max_length=16,
+                    null=True,
+                ),
+            ),
+        ],
+    ),
+    migrations.CreateModel(
+        name="InstrumentClassificationThroughModel",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            ("tag_detail_endpoint", models.CharField(blank=True, max_length=255, null=True)),
+            ("tag_representation", models.CharField(blank=True, max_length=512, null=True)),
+            ("is_favorite", models.BooleanField(default=False)),
+            ("reason", models.TextField(blank=True, default="", verbose_name="Reason for the choice")),
+            (
+                "pure_player",
+                models.BooleanField(default=False, help_text="Pure Players Companies", verbose_name="Pure Player"),
+            ),
+            (
+                "top_player",
+                models.BooleanField(default=False, help_text="Top Players Companies", verbose_name="Top Player"),
+            ),
+            (
+                "percent_of_revenue",
+                models.DecimalField(
+                    blank=True,
+                    decimal_places=4,
+                    max_digits=5,
+                    null=True,
+                    validators=[
+                        django.core.validators.MinValueValidator(0),
+                        django.core.validators.MaxValueValidator(1),
+                    ],
+                    verbose_name="% of revenue",
+                ),
+            ),
+        ],
+    ),
+    migrations.CreateModel(
+        name="InstrumentFavoriteGroup",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            ("name", models.CharField(max_length=256)),
+            (
+                "public",
+                models.BooleanField(
+                    default=False, help_text="If set to True, this group will be available to everyone."
+                ),
+            ),
+            (
+                "primary",
+                models.BooleanField(
+                    default=False,
+                    help_text="If set to True, this group will be set as default filter for instrument based viewset (Only one primary group allowed).",
+                ),
+            ),
+        ],
+        options={
+            "abstract": False,
+        },
+    ),
+    migrations.CreateModel(
+        name="InstrumentList",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            ("name", models.CharField(max_length=255)),
+            ("identifier", models.CharField(blank=True, max_length=255, unique=True)),
+            (
+                "instrument_list_type",
+                models.CharField(
+                    blank=True,
+                    choices=[("WATCH", "Watch List"), ("EXCLUSION", "Exclusion List")],
+                    max_length=32,
+                    null=True,
+                ),
+            ),
+        ],
+        options={
+            "verbose_name": "Instrument List",
+            "verbose_name_plural": "Instrument Lists",
+            "permissions": (("administrate_instrumentlist", "Can administrate Instrument List"),),
+        },
+    ),
+    migrations.CreateModel(
+        name="InstrumentListThroughModel",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            ("computed_str", models.CharField(blank=True, max_length=512, null=True, verbose_name="Name")),
+            ("instrument_str", models.CharField(max_length=256)),
+            ("from_date", models.DateField(blank=True, null=True)),
+            ("to_date", models.DateField(blank=True, null=True)),
+            ("comment", models.TextField(blank=True, default="")),
+            ("validated", models.BooleanField(default=False)),
+        ],
+        options={
+            "verbose_name": "Instrument in Instrument List",
+            "notification_types": [
+                (
+                    "wbfdm.instrument_list_add",
+                    "Instrument added to Instrument List",
+                    "A notification when an instrument gets added to a list.",
+                    True,
+                    True,
+                    True,
+                )
+            ],
+        },
+        bases=(models.Model,),
+    ),
+    migrations.CreateModel(
+        name="InstrumentRequest",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            (
+                "instrument_type",
+                models.CharField(
+                    choices=[
+                        ("ADR", "American Depository Receipt (ADR)"),
+                        ("CF", "Close Ended Fund"),
+                        ("EQ", "Equity"),
+                        ("ETF", "Exchange Traded Fund"),
+                        ("ETC", "Exchange Traded Commodity"),
+                        ("ETN", "Exchange Traded Note"),
+                        ("WARRANT", "Warrant"),
+                        ("GDR", "Global Depository Receipt (GDR)"),
+                        ("GS", "Genussschein"),
+                        ("TRUST", "Investment Trust"),
+                        ("NVDR", "Non-voting depository receipt (NVDR)"),
+                        ("PREF", "Preference Share"),
+                        ("COMP", "Company"),
+                        ("QT", "Quote"),
+                    ],
+                    max_length=255,
+                    verbose_name="Type",
+                ),
+            ),
+            (
+                "status",
+                django_fsm.FSMField(
+                    choices=[
+                        ("PENDING", "Pending"),
+                        ("APPROVED", "Approved"),
+                        ("DENIED", "Denied"),
+                        ("DRAFT", "Draft"),
+                    ],
+                    default="DRAFT",
+                    help_text="The Request Status (default to Pending)",
+                    max_length=50,
+                    verbose_name="Status",
+                ),
+            ),
+            ("notes", models.TextField(blank=True, null=True, verbose_name="Notes")),
+            (
+                "created",
+                models.DateTimeField(auto_now_add=True, help_text="The request creation time", verbose_name="Created"),
+            ),
+            ("instrument_data", models.JSONField(default=dict, verbose_name="Instrument Data")),
+        ],
+        options={
+            "abstract": False,
+        },
+    ),
+    migrations.CreateModel(
+        name="RelatedInstrumentThroughModel",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            ("is_primary", models.BooleanField(default=False)),
+            (
+                "related_type",
+                models.CharField(
+                    choices=[
+                        ("BENCHMARK", "Benchmark"),
+                        ("PEER", "Peer"),
+                        ("RISK_INSTRUMENT", "Risk Instrument"),
+                    ],
+                    default="BENCHMARK",
+                    max_length=32,
+                ),
+            ),
+        ],
+    ),
+    migrations.CreateModel(
+        name="Cash",
+        fields=[],
+        options={
+            "proxy": True,
+            "indexes": [],
+            "constraints": [],
+        },
+        bases=("wbfdm.instrument",),
+    ),
+    migrations.CreateModel(
+        name="InstrumentPrice",
+        fields=[
+            (
+                "id",
+                models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID"),
+            ),
+            (
+                "lock_all_dynamic_fields",
+                models.BooleanField(default=False, help_text="If True, will not allow dynamic fields to be updated"),
+            ),
+            (
+                "locked_dynamic_fields",
+                django_better_admin_arrayfield.models.fields.ArrayField(
+                    base_field=models.CharField(max_length=128), blank=True, default=list, size=None
+                ),
+            ),
+            ("updated_at", models.DateTimeField(auto_now=True)),
+            ("date", models.DateField(verbose_name="Date")),
+            ("calculated", models.BooleanField(default=False, verbose_name="Is Calculated")),
+            (
+                "net_value",
+                models.DecimalField(decimal_places=6, max_digits=16, verbose_name="Value (Net)"),
+            ),
+            (
+                "gross_value",
+                wbcore.models.fields.DynamicDecimalField(
+                    blank=True, decimal_places=6, max_digits=16, null=True, verbose_name="Value (Gross)"
+                ),
+            ),
+            (
+                "outstanding_shares",
+                wbcore.models.fields.DynamicDecimalField(
+                    blank=True,
+                    decimal_places=4,
+                    help_text="The amount of outstanding share for this instrument",
+                    max_digits=16,
+                    null=True,
+                    verbose_name="Outstanding Shares",
+                ),
+            ),
+            (
+                "outstanding_shares_consolidated",
+                wbcore.models.fields.DynamicDecimalField(
+                    blank=True,
+                    decimal_places=4,
+                    help_text="The amount of outstanding share for this instrument",
+                    max_digits=16,
+                    null=True,
+                    verbose_name="Outstanding Shares (Consolidated)",
+                ),
+            ),
+            (
+                "volume",
+                models.FloatField(
+                    blank=True,
+                    help_text="The Volume of the Asset on the price date of the Asset.",
+                    null=True,
+                    verbose_name="Volume",
+                ),
+            ),
+            (
+                "volume_50d",
+                wbcore.models.fields.DynamicFloatField(
+                    blank=True,
+                    help_text="The Average Volume of the Asset over the last 50 days from the price date of the Asset.",
+                    null=True,
+                    verbose_name="Average Volume (50 Days)",
+                ),
+            ),
+            (
+                "volume_200d",
+                wbcore.models.fields.DynamicFloatField(
+                    blank=True,
+                    help_text="The Average Volume of the Asset over the last 200 days from the price date of the Asset.",
+                    null=True,
+                    verbose_name="Average Volume (200 Days)",
+                ),
+            ),
+            (
+                "market_capitalization",
+                models.FloatField(
+                    blank=True,
+                    help_text="The Market Capitalization of the Asset the price date of the Asset.",
+                    null=True,
+                    verbose_name="Market Capitalization",
+                ),
+            ),
+            (
+                "market_capitalization_consolidated",
+                wbcore.models.fields.DynamicFloatField(
+                    blank=True,
+                    help_text="the consolidated market value of a company in local currency.",
+                    null=True,
+                    verbose_name="Market Capitalization (Consolidated)",
+                ),
+            ),
+            (
+                "lock_statistics",
+                models.BooleanField(
+                    default=False,
+                    help_text="If True, a save will not override the beta, correlation and sharpe ratio",
+                ),
+            ),
+            ("sharpe_ratio", models.FloatField(blank=True, null=True, verbose_name="Sharpe Ratio")),
+            ("correlation", models.FloatField(blank=True, null=True, verbose_name="Correlation")),
+            ("beta", models.FloatField(blank=True, null=True, verbose_name="Beta")),
+            (
+                "currency_fx_rate_to_usd",
+                models.ForeignKey(
+                    blank=True,
+                    help_text="Rate to between instrument currency and USD",
+                    null=True,
+                    on_delete=django.db.models.deletion.PROTECT,
+                    related_name="instrument_prices",
+                    to="currency.currencyfxrates",
+                    verbose_name="Instrument Currency Rate",
+                ),
+            ),
+            (
+                "import_source",
+                models.ForeignKey(
+                    blank=True,
+                    null=True,
+                    on_delete=django.db.models.deletion.SET_NULL,
+                    to="io.importsource",
+                ),
+            ),
+            (
+                "instrument",
+                models.ForeignKey(
+                    blank=True,
+                    null=True,
+                    on_delete=django.db.models.deletion.PROTECT,
+                    related_name="prices",
+                    to="wbfdm.instrument",
+                    verbose_name="Instrument",
+                ),
+            ),
+        ],
+        options={
+            "verbose_name": "Instrument Price",
+            "verbose_name_plural": "Instrument Prices",
+            "indexes": [
+                models.Index(fields=["calculated", "date", "instrument"], name="fdm_instrumentprice_base_idx"),
+                models.Index(fields=["calculated", "instrument"], name="fdm_instrumentprice_idx1"),
+                models.Index(fields=["instrument"], name="fdm_instrumentprice_idx2"),
+            ],
+        },
+        bases=(
+            InstrumentPriceComputedMixin,
+            models.Model,
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="additional_urls",
+        field=django.contrib.postgres.fields.ArrayField(
+            base_field=models.URLField(blank=True, null=True), blank=True, default=list, size=None
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="alternative_names",
+        field=django.contrib.postgres.fields.ArrayField(
+            base_field=models.CharField(blank=True, max_length=255, null=True), default=list, size=None
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="computed_str",
+        field=models.CharField(blank=True, max_length=512, null=True, verbose_name="Name"),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="founded_year",
+        field=models.IntegerField(blank=True, null=True, verbose_name="Founded Year"),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="headquarter_address",
+        field=models.CharField(blank=True, help_text="The company Headquarter address", max_length=512, null=True),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="headquarter_city",
+        field=models.ForeignKey(
+            blank=True,
+            help_text="The company's headquarter city",
+            limit_choices_to={"level": 3},
+            null=True,
+            on_delete=django.db.models.deletion.SET_NULL,
+            related_name="headquarters_of",
+            to="geography.geography",
+            verbose_name="Headquarter City",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="identifier",
+        field=models.CharField(blank=True, max_length=255, null=True, verbose_name="Identifier"),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="import_source",
+        field=models.ForeignKey(
+            blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to="io.importsource"
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="is_cash",
+        field=models.BooleanField(default=False),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="isin",
+        field=models.CharField(
+            blank=True,
+            help_text="The ISIN provided by the bank.",
+            max_length=12,
+            null=True,
+            unique=True,
+            verbose_name="ISIN",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="last_update",
+        field=models.DateTimeField(auto_now=True, null=True),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="name_repr",
+        field=models.CharField(blank=True, max_length=255, null=True, verbose_name="Name (Representation)"),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="old_isins",
+        field=django.contrib.postgres.fields.ArrayField(
+            base_field=models.CharField(max_length=12),
+            blank=True,
+            default=list,
+            help_text="These old ISINs are stored for this instrument to retrieve it more easily later.",
+            size=None,
+            verbose_name="Old ISINS",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="primary_url",
+        field=models.URLField(blank=True, help_text="The Company website url", null=True),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="refinitiv_identifier_code",
+        field=models.CharField(
+            blank=True,
+            help_text="Refinitiv Identifier Code",
+            max_length=255,
+            null=True,
+            unique=True,
+            verbose_name="RIC",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="refinitiv_mnemonic_code",
+        field=models.CharField(
+            blank=True,
+            help_text="Refinitiv Datastream Mnemonic Code",
+            max_length=255,
+            null=True,
+            unique=True,
+            verbose_name="Refinitiv Datastream Mnemonic Code",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="refinitiv_ticker",
+        field=models.CharField(
+            blank=True,
+            help_text="Refinitiv Refinitiv",
+            max_length=255,
+            null=True,
+            unique=True,
+            verbose_name="Refinitiv Ticker",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="sedol",
+        field=models.CharField(
+            blank=True,
+            help_text="Stock Exchange Daily Official List",
+            max_length=255,
+            null=True,
+            unique=True,
+            verbose_name="SEDOL",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="tag_detail_endpoint",
+        field=models.CharField(blank=True, max_length=255, null=True),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="tag_representation",
+        field=models.CharField(blank=True, max_length=512, null=True),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="tags",
+        field=models.ManyToManyField(blank=True, related_name="%(app_label)s_%(class)s_items", to="tags.tag"),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="ticker",
+        field=models.CharField(
+            blank=True,
+            help_text="The Bloomberg ticker without the exchange (e.g. AAPL)",
+            max_length=255,
+            null=True,
+            verbose_name="Ticker Bloomberg",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="valoren",
+        field=models.CharField(
+            blank=True,
+            help_text="Valoren Number",
+            max_length=255,
+            null=True,
+            unique=True,
+            verbose_name="Valoren Number",
+        ),
+    ),
+    migrations.AddField(
+        model_name="relatedinstrumentthroughmodel",
+        name="instrument",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="related_instruments_through",
+            to="wbfdm.instrument",
+        ),
+    ),
+    migrations.AddField(
+        model_name="relatedinstrumentthroughmodel",
+        name="related_instrument",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="dependent_instruments_through",
+            to="wbfdm.instrument",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentrequest",
+        name="created_instrument",
+        field=models.OneToOneField(
+            blank=True,
+            null=True,
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="creation_request",
+            to="wbfdm.instrument",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentrequest",
+        name="handler",
+        field=models.ForeignKey(
+            blank=True,
+            null=True,
+            on_delete=django.db.models.deletion.SET_NULL,
+            related_name="handled_instrument_requests",
+            to="directory.person",
+            verbose_name="Handler",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentrequest",
+        name="requester",
+        field=models.ForeignKey(
+            blank=True,
+            null=True,
+            on_delete=django.db.models.deletion.SET_NULL,
+            related_name="instrument_requests",
+            to="directory.person",
+            verbose_name="Requester",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentlistthroughmodel",
+        name="import_source",
+        field=models.ForeignKey(
+            blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to="io.importsource"
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentlistthroughmodel",
+        name="instrument",
+        field=models.ForeignKey(
+            blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to="wbfdm.instrument"
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentlistthroughmodel",
+        name="instrument_list",
+        field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to="wbfdm.instrumentlist"),
+    ),
+    migrations.AddField(
+        model_name="instrumentfavoritegroup",
+        name="instruments",
+        field=models.ManyToManyField(
+            blank=True,
+            related_name="favorite_groups",
+            to="wbfdm.instrument",
+            verbose_name="Favorite Instruments Group",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentfavoritegroup",
+        name="owner",
+        field=models.ForeignKey(
+            blank=True,
+            null=True,
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="favorite_instruments_groups",
+            to="directory.person",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentclassificationthroughmodel",
+        name="classification",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="instruments_through",
+            to="wbfdm.classification",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentclassificationthroughmodel",
+        name="instrument",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="classifications_through",
+            to="wbfdm.instrument",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentclassificationthroughmodel",
+        name="related_instruments",
+        field=models.ManyToManyField(
+            blank=True, through="wbfdm.InstrumentClassificationRelatedInstrument", to="wbfdm.instrument"
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentclassificationthroughmodel",
+        name="tags",
+        field=models.ManyToManyField(blank=True, related_name="%(app_label)s_%(class)s_items", to="tags.tag"),
+    ),
+    migrations.AddField(
+        model_name="instrumentclassificationrelatedinstrument",
+        name="classified_instrument",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="related_instruements",
+            to="wbfdm.instrumentclassificationthroughmodel",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrumentclassificationrelatedinstrument",
+        name="related_instrument",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="instrument_classification_related",
+            to="wbfdm.instrument",
+        ),
+    ),
+    migrations.AddField(
+        model_name="exchange",
+        name="city",
+        field=models.ForeignKey(
+            blank=True,
+            help_text="The city where this Exchange is located at.",
+            limit_choices_to={"level": 3},
+            null=True,
+            on_delete=django.db.models.deletion.PROTECT,
+            related_name="portfolio_exchanges_city",
+            to="geography.geography",
+            verbose_name="City",
+        ),
+    ),
+    migrations.AddField(
+        model_name="exchange",
+        name="country",
+        field=models.ForeignKey(
+            blank=True,
+            limit_choices_to={"level": 1},
+            null=True,
+            on_delete=django.db.models.deletion.SET_NULL,
+            to="geography.geography",
+        ),
+    ),
+    migrations.AddField(
+        model_name="deal",
+        name="equity",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE, related_name="deals", to="wbfdm.instrument"
+        ),
+    ),
+    migrations.AddField(
+        model_name="deal",
+        name="import_source",
+        field=models.ForeignKey(
+            blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to="io.importsource"
+        ),
+    ),
+    migrations.AddField(
+        model_name="deal",
+        name="investors",
+        field=models.ManyToManyField(
+            blank=True,
+            help_text="Investors",
+            related_name="invested_deals",
+            to="wbfdm.instrument",
+            verbose_name="Investors",
+        ),
+    ),
+    migrations.AddField(
+        model_name="classification",
+        name="group",
+        field=models.ForeignKey(
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="classifications",
+            to="wbfdm.classificationgroup",
+            verbose_name="Classification Group",
+        ),
+    ),
+    migrations.AddField(
+        model_name="classification",
+        name="parent",
+        field=mptt.fields.TreeForeignKey(
+            blank=True,
+            null=True,
+            on_delete=django.db.models.deletion.CASCADE,
+            related_name="children",
+            to="wbfdm.classification",
+            verbose_name="Parent Classification",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="classifications",
+        field=models.ManyToManyField(
+            blank=True,
+            limit_choices_to=models.Q(("level", models.F("group__max_depth"))),
+            related_name="instruments",
+            through="wbfdm.InstrumentClassificationThroughModel",
+            to="wbfdm.classification",
+            verbose_name="Classifications",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="exchange",
+        field=models.ForeignKey(
+            blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to="wbfdm.exchange"
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="related_instruments",
+        field=models.ManyToManyField(
+            blank=True,
+            related_name="benchmarks_of",
+            through="wbfdm.RelatedInstrumentThroughModel",
+            to="wbfdm.instrument",
+            verbose_name="The Related Instruments",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="base_color",
+        field=colorfield.fields.ColorField(
+            blank=True, default="#FF0000", image_field=None, max_length=64, null=True, samples=None
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="issue_price",
+        field=models.PositiveIntegerField(
+            default=100,
+            help_text="The initial issue price that is displayed on the factsheet",
+            verbose_name="Issue Price",
+        ),
+    ),
+    migrations.AddField(
+        model_name="instrument",
+        name="last_valuation_date",
+        field=models.DateField(
+            blank=True, help_text="Last Valuation Date", null=True, verbose_name="Last Valuation Date"
+        ),
+    ),
+    migrations.AlterUniqueTogether(
+        name="relatedinstrumentthroughmodel",
+        unique_together={("instrument", "related_instrument", "is_primary", "related_type")},
+    ),
+    migrations.AddConstraint(
+        model_name="instrumentclassificationthroughmodel",
+        constraint=models.UniqueConstraint(
+            fields=("instrument", "classification"), name="unique_classifiedinstruments"
+        ),
+    ),
+    migrations.AddConstraint(
+        model_name="instrumentprice",
+        constraint=models.CheckConstraint(
+            check=models.Q(("date__week_day__in", [1, 7]), _negated=True),
+            name="wbfdm_instrumentprice_weekday_constraint",
+        ),
+    ),
+    migrations.AddField(
+        model_name="exchange",
+        name="source",
+        field=models.CharField(blank=True, max_length=64, null=True),
+    ),
+    migrations.AddField(
+        model_name="exchange",
+        name="source_id",
+        field=models.CharField(blank=True, max_length=64, null=True),
+    ),
+    migrations.AlterField(
+        model_name="instrumentrequest",
+        name="instrument_type",
+        field=models.CharField(
+            choices=[
+                ("ADR", "American Depository Receipt (ADR)"),
+                ("CF", "Close Ended Fund"),
+                ("EQ", "Equity"),
+                ("ETF", "Exchange Traded Fund"),
+                ("ETC", "Exchange Traded Commodity"),
+                ("ETN", "Exchange Traded Note"),
+                ("WARRANT", "Warrant"),
+                ("GDR", "Global Depository Receipt (GDR)"),
+                ("GS", "Genussschein"),
+                ("TRUST", "Investment Trust"),
+                ("NVDR", "Non-voting depository receipt (NVDR)"),
+                ("PREF", "Preference Share"),
+                ("COMP", "Company"),
+                ("QT", "Quote"),
+                ("Product", "Product"),
+                ("Index", "Index"),
+                ("ProductGroup", "Product Group"),
+                ("Cash", "Cash"),
+            ],
+            max_length=255,
+            verbose_name="Type",
+        ),
+    ),
+    migrations.AddIndex(
+        model_name="exchange",
+        index=models.Index(fields=["source_id", "source"], name="wbfdm_excha_source__802ad7_idx"),
+    ),
+]
+
+
+def get_operations():
+    if apps.is_installed("wbportfolio"):
+        return [
+            migrations.RunSQL(
+                sql='DROP TABLE "wbfdm_instrument" CASCADE',
+                reverse_sql=migrations.RunSQL.noop,
+            ),
+            migrations.SeparateDatabaseAndState(state_operations=state_operations),
+        ]
+    return state_operations
+
+
+def save_pms_instrument_id(apps, schema_editor):
+    InstrumentLookup = apps.get_model("wbfdm", "InstrumentLookup")
+    if apps.is_installed("wbportfolio"):
+        for lp in InstrumentLookup.objects.filter(
+            backend_path="wbfdm.contrib.dsws.backends.market_data.DSWSMarketDataBackend"
+        ):
+            try:
+                lp.pms_instrument_id = lp.instrument.pms_instrument.id
+                lp.save()
+            except Exception:
+                pass
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("directory", "0006_employeremployeerelationship_position_name"),
+        ("geography", "0001_initial"),
+        ("tags", "0001_initial"),
+        ("io", "0002_importsource_creator"),
+        ("wbfdm", "0009_alter_controversy_flag_alter_controversy_initiated_and_more"),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name="instrumentidentifier",
+            name="instrument",
+        ),
+        migrations.AlterModelOptions(
+            name="instrument",
+            options={
+                "permissions": (("administrate_instrument", "Can administrate Instrument"),),
+                "verbose_name": "Instrument",
+                "verbose_name_plural": "Instruments",
+            },
+        ),
+        migrations.AddField(
+            model_name="instrumentlookup",
+            name="pms_instrument_id",
+            field=models.IntegerField(blank=True, null=True),
+        ),
+        migrations.RunPython(save_pms_instrument_id),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="bbg_lookup",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="corporate_action_backend",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="esg_backend",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="financial_backend",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="isin_lookup",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="market_data_backend",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="officer_backend",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="ric_lookup",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="statement_backend",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="ticker_lookup",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="valoren_lookup",
+        ),
+        migrations.RemoveField(
+            model_name="instrument",
+            name="wkn_lookup",
+        ),
+        migrations.DeleteModel(
+            name="InstrumentIdentifier",
+        ),
+        # Separate from state
+        *get_operations(),
+    ]