wbfdm 2.2.1__py2.py3-none-any.whl

wbfdm/viewsets/configs/endpoints/instruments_relationships.py

@@ -0,0 +1,31 @@
+from rest_framework.reverse import reverse
+from wbcore.metadata.configs.endpoints import EndpointViewConfig
+
+
+class RelatedInstrumentThroughInstrumentEndpointConfig(EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-relatedinstrument-list",
+            args=[self.view.kwargs["instrument_id"]],
+            request=self.request,
+        )
+
+
+class ClassifiedInstrumentEndpointConfig(EndpointViewConfig):
+    PK_FIELD = "instrument"
+
+    def get_endpoint(self, **kwargs):
+        return reverse("wbfdm:classifiedinstrument-list", args=[], request=self.request)
+
+    def get_instance_endpoint(self, **kwargs):
+        return reverse(
+            "wbfdm:instrument-list",
+            args=[],
+            request=self.request,
+        )
+
+    def get_create_endpoint(self, **kwargs):
+        return None
+
+    def get_delete_endpoint(self, **kwargs):
+        return None

wbfdm/viewsets/configs/endpoints/statements.py

@@ -0,0 +1,6 @@
+from wbcore.metadata.configs import endpoints
+
+
+class StatementsEndpointViewConfig(endpoints.EndpointViewConfig):
+    def get_endpoint(self, **kwargs):
+        return None

wbfdm/viewsets/configs/menus/__init__.py

@@ -0,0 +1,9 @@
+from .exchanges import ExchangeMenuItem
+from .classifications import ClassificationMenuItem, ClassificationGroupMenuItem
+from .instrument_lists import INSTRUMENT_LIST_MENUITEM
+from .instruments import INSTRUMENT_MENUITEM, INVESTABLE_UNIVERSE_MENUITEM
+from .instruments_relationships import (
+    INSTRUMENTFAVORITEGROUP_MENUITEM,
+    INSTRUMENT_REQUEST_MENUITEM,
+    CLASSIFIEDINSTRUMENTS_MENUITEM,
+)

wbfdm/viewsets/configs/menus/classifications.py

@@ -0,0 +1,19 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+ClassificationMenuItem = MenuItem(
+    label="Classification",
+    endpoint="wbfdm:classification-list",
+    permission=ItemPermission(
+        permissions=["wbfdm.view_classification"],
+        method=lambda request: is_internal_user(request.user),
+    ),
+)
+ClassificationGroupMenuItem = MenuItem(
+    label="Classification Group",
+    endpoint="wbfdm:classificationgroup-list",
+    permission=ItemPermission(
+        permissions=["wbfdm.view_classificationgroup"],
+        method=lambda request: is_internal_user(request.user),
+    ),
+)

wbfdm/viewsets/configs/menus/exchanges.py

@@ -0,0 +1,10 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+ExchangeMenuItem = MenuItem(
+    label="Exchange",
+    endpoint="wbfdm:exchange-list",
+    permission=ItemPermission(
+        permissions=["wbfdm.view_exchange"], method=lambda request: is_internal_user(request.user)
+    ),
+)

wbfdm/viewsets/configs/menus/instrument_lists.py

@@ -0,0 +1,10 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+INSTRUMENT_LIST_MENUITEM = MenuItem(
+    label="Instrument Lists",
+    endpoint="wbfdm:instrumentlist-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrumentlist"]
+    ),
+)

wbfdm/viewsets/configs/menus/instruments.py

@@ -0,0 +1,20 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+INSTRUMENT_MENUITEM = MenuItem(
+    label="Instrument",
+    endpoint="wbfdm:instrument-list",
+    endpoint_get_parameters={"parent__isnull": True},
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrument"]
+    ),
+)
+
+INVESTABLE_UNIVERSE_MENUITEM = MenuItem(
+    label="Investable Universe",
+    endpoint="wbfdm:instrument-list",
+    endpoint_get_parameters={"is_investable_universe": True},
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrument"]
+    ),
+)

wbfdm/viewsets/configs/menus/instruments_relationships.py

@@ -0,0 +1,33 @@
+from wbcore.menus import ItemPermission, MenuItem
+from wbcore.permissions.shortcuts import is_internal_user
+
+INSTRUMENTFAVORITEGROUP_MENUITEM = MenuItem(
+    label="Favorite Group",
+    endpoint="wbfdm:favoritegroup-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrumentfavoritegroup"]
+    ),
+)
+
+CLASSIFIEDINSTRUMENTS_MENUITEM = MenuItem(
+    label="Classified Instruments",
+    endpoint="wbfdm:classifiedinstrument-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrument"]
+    ),
+)
+
+INSTRUMENT_REQUEST_MENUITEM = MenuItem(
+    label="Instrument Requests",
+    endpoint="wbfdm:instrumentrequest-list",
+    permission=ItemPermission(
+        method=lambda request: is_internal_user(request.user), permissions=["wbfdm.view_instrumentrequest"]
+    ),
+    add=MenuItem(
+        label="Create Instrument Request",
+        endpoint="wbfdm:instrumentrequest-list",
+        permission=ItemPermission(
+            method=lambda request: is_internal_user(request.user), permissions=["wbfdm.add_instrumentrequest"]
+        ),
+    ),
+)

wbfdm/viewsets/configs/titles/__init__.py

@@ -0,0 +1,42 @@
+from .classifications import (
+    ChildClassificationParentClassificationTitleConfig,
+    ClassificationClassificationGroupTitleConfig,
+    ClassificationGroupTitleConfig,
+    ClassificationIcicleChartTitleConfig,
+    ClassificationTitleConfig,
+    ClassificationTreeChartTitleConfig,
+    InstrumentClassificationThroughTitleConfig,
+)
+from .financials_analysis import (
+    CashFlowAnalysisInstrumentBarChartTitle,
+    CashFlowAnalysisInstrumentTableChartTitle,
+    EarningsInstrumentChartTitle,
+    FinancialsGraphInstrumentChartTitle,
+    NetDebtAndEbitdaInstrumentChartTitle,
+    ProfitabilityRatiosInstrumentChartTitle,
+    SummaryTableInstrumentChartTitle,
+    FinancialAnalysisGeneratorTitleConfig,
+)
+from .instrument_requests import InstrumentRequestTitleConfig
+from .instruments import InstrumentTitleConfig
+from .instruments_relationships import (
+    ClassifiedInstrumentTitleConfig,
+    InstrumentFavoriteGroupTitleConfig,
+)
+from .exchanges import ExchangeTitleConfig
+from .instrument_prices import (
+    InstrumentPriceTitleConfig,
+    InstrumentPriceInstrumentTitleConfig,
+    InstrumentPriceStatisticsInstrumentTitleConfig,
+    MonthlyPerformancesInstrumentTitleConfig,
+    InstrumentTitleConfigMixin,
+    FinancialStatisticsInstrumentTitleConfig,
+    InstrumentPriceInstrumentDistributionReturnsChartTitleConfig,
+    BestAndWorstReturnsInstrumentTitleConfig,
+)
+from .market_data import (
+    PerformanceSummaryChartTitleConfig,
+    MarketDataChartTitleConfig,
+)
+from .financial_ratio_analysis import ValuationRatioChartTitleConfig
+from .esg import InstrumentESGPAITitleViewConfig, InstrumentESGControversiesTitleViewConfig

wbfdm/viewsets/configs/titles/classifications.py

@@ -0,0 +1,79 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.models import Classification, ClassificationGroup, Instrument
+
+
+class ClassificationTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Classifications"
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            return f"Classification: {str(obj)}"
+        except AssertionError:
+            return "Classification: {{name}}"
+
+    def get_create_title(self):
+        return "New Classification"
+
+
+class ClassificationGroupTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Classification Groups"
+
+    def get_instance_title(self):
+        return "Classification Group"
+
+    def get_create_title(self):
+        return "New Classification Group"
+
+
+class ChildClassificationParentClassificationTitleConfig(ClassificationTitleConfig):
+    def get_list_title(self):
+        classification = Classification.objects.get(id=self.view.kwargs["parent_id"])
+        return f"Child Classifications of {classification.name}"
+
+    def get_create_title(self):
+        classification = Classification.objects.get(id=self.view.kwargs["parent_id"])
+        return f"New Child Classification {classification.name}"
+
+
+class ClassificationClassificationGroupTitleConfig(ClassificationTitleConfig):
+    def get_list_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"Entry Level Classifications for group {group.name}"
+
+    def get_create_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"New Classification for group {group.name}"
+
+
+class ClassificationTreeChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"Classification Tree for group {group.name}"
+
+
+class ClassificationIcicleChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        group = ClassificationGroup.objects.get(id=self.view.kwargs["group_id"])
+        return f"Classification Icicle Chart for group {group.name}"
+
+
+class InstrumentClassificationThroughTitleConfig(TitleViewConfig):
+    def get_create_title(self) -> str:
+        if instrument_id := self.view.kwargs.get("instrument_id", None):
+            return f"Classification for {Instrument.objects.get(id=instrument_id)}"
+        elif classification_id := self.view.kwargs.get("classification_id", None):
+            return f"Instrument for {Classification.objects.get(id=classification_id)}"
+        else:
+            return super().get_create_title()
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            if obj.classification and obj.instrument:
+                return f"Relationship: {str(obj.classification.name)} <-> {str(obj.instrument.name)}"
+            return str(obj)
+        except AssertionError:
+            return super().get_instance_title()

wbfdm/viewsets/configs/titles/esg.py

@@ -0,0 +1,11 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class InstrumentESGPAITitleViewConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{self.view.instrument} - PAI"
+
+
+class InstrumentESGControversiesTitleViewConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{self.view.instrument} - Controversies"

wbfdm/viewsets/configs/titles/exchanges.py

@@ -0,0 +1,12 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ExchangeTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Exchanges"
+
+    def get_instance_title(self):
+        return "Exchange"
+
+    def get_create_title(self):
+        return "New Exchange"

wbfdm/viewsets/configs/titles/financial_ratio_analysis.py

@@ -0,0 +1,6 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class ValuationRatioChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Financial Statistics Chart"

wbfdm/viewsets/configs/titles/financials_analysis.py

@@ -0,0 +1,50 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.models import Instrument
+
+
+class SummaryTableInstrumentChartTitle(TitleViewConfig):
+    def get_list_title(self) -> str:
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{instrument.name_repr} - Financial Summary Table"
+
+
+class FinancialsGraphInstrumentChartTitle(TitleViewConfig):
+    def get_list_title(self) -> str:
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{instrument.name_repr} - Financials Graph Chart"
+
+
+class ProfitabilityRatiosInstrumentChartTitle(TitleViewConfig):
+    def get_list_title(self) -> str:
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{instrument.name_repr} - Profitability Ratios Chart"
+
+
+class CashFlowAnalysisInstrumentTableChartTitle(TitleViewConfig):
+    def get_list_title(self) -> str:
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{instrument.name_repr} - Cash Flow Analysis Table"
+
+
+class CashFlowAnalysisInstrumentBarChartTitle(TitleViewConfig):
+    def get_list_title(self) -> str:
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{instrument.name_repr} - Cash Flow Analysis Bar Chart"
+
+
+class NetDebtAndEbitdaInstrumentChartTitle(TitleViewConfig):
+    def get_list_title(self) -> str:
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{instrument.name_repr} - Net debt and EBITDA Chart"
+
+
+class EarningsInstrumentChartTitle(TitleViewConfig):
+    def get_list_title(self) -> str:
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{instrument.name_repr} - Earnings Analysis Chart"
+
+
+class FinancialAnalysisGeneratorTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"Ratios for {str(instrument)}"

wbfdm/viewsets/configs/titles/instrument_prices.py

@@ -0,0 +1,50 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.models import Instrument
+
+
+class InstrumentPriceTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Instrument Prices"
+
+    def get_instance_title(self):
+        return "Price: {{_instrument.name}} {{date}}"
+
+    def get_create_title(self):
+        return "New Price"
+
+
+class InstrumentPriceInstrumentTitleConfig(InstrumentPriceTitleConfig):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Prices"
+
+
+class InstrumentPriceStatisticsInstrumentTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Statistics Chart"
+
+
+class MonthlyPerformancesInstrumentTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Monthly Returns Table"
+
+
+class InstrumentTitleConfigMixin(TitleViewConfig):
+    def get_list_title(self):
+        assert self.message, "No message has been set"
+        instrument = Instrument.objects.get(id=self.view.kwargs["instrument_id"])
+        return f"{self.message} {str(instrument)}"
+
+
+class FinancialStatisticsInstrumentTitleConfig(InstrumentTitleConfigMixin):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Financial Statistics Chart"
+
+
+class InstrumentPriceInstrumentDistributionReturnsChartTitleConfig(InstrumentTitleConfigMixin):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Distribution Returns Chart"
+
+
+class BestAndWorstReturnsInstrumentTitleConfig(InstrumentTitleConfigMixin):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - Best and Worst returns Table "

wbfdm/viewsets/configs/titles/instrument_requests.py

@@ -0,0 +1,16 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class InstrumentRequestTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Instrument Requests"
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            return f"Instrument Request: {str(obj)}"
+        except AssertionError:
+            return "Instrument Request: {{status}}"
+
+    def get_create_title(self):
+        return "New Instrument Request"

wbfdm/viewsets/configs/titles/instruments.py

@@ -0,0 +1,31 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class InstrumentTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Instruments"
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            instrument_type = obj.instrument_type.name if obj.instrument_type else "Instrument"
+            return f"{instrument_type}: {str(obj)}"
+        except AssertionError:
+            return "Instrument: {{name}}"
+
+    def get_create_title(self):
+        return "New Instrument"
+
+
+class SubviewInstrumentTitleViewConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{str(self.view.instrument)} - {self.view.SUBVIEW_NAME} "
+
+    def get_delete_title(self) -> str:
+        return None
+
+    def get_instance_title(self) -> str:
+        return None
+
+    def get_create_title(self) -> str:
+        return None

wbfdm/viewsets/configs/titles/instruments_relationships.py

@@ -0,0 +1,21 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class InstrumentFavoriteGroupTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return "Instrument Favorite Groups"
+
+    def get_instance_title(self):
+        try:
+            obj = self.view.get_object()
+            return f"Favorite Group: {str(obj)}"
+        except AssertionError:
+            return "Instrument: {{name}}"
+
+    def get_create_title(self):
+        return "New Favorite Group"
+
+
+class ClassifiedInstrumentTitleConfig(TitleViewConfig):
+    def get_list_title(self) -> str:
+        return "Classified Instruments"

wbfdm/viewsets/configs/titles/market_data.py

@@ -0,0 +1,13 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+from wbfdm.enums import MarketDataChartType
+
+
+class PerformanceSummaryChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{self.view.instrument} - Performance Summary"
+
+
+class MarketDataChartTitleConfig(TitleViewConfig):
+    def get_list_title(self):
+        market_data_chart_type = MarketDataChartType(self.request.GET.get("chart_type", "close"))
+        return f"{self.view.instrument} - {market_data_chart_type.label} Chart"

wbfdm/viewsets/configs/titles/prices.py

@@ -0,0 +1,15 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class InstrumentPriceTitleViewConfig(TitleViewConfig):
+    def get_list_title(self):
+        return f"{self.view.instrument} - Prices"
+
+    def get_delete_title(self) -> str:
+        return None
+
+    # def get_instance_title(self) -> str:
+    #     return None
+
+    def get_create_title(self) -> str:
+        return None

wbfdm/viewsets/configs/titles/statement_with_estimates.py

@@ -0,0 +1,10 @@
+from wbcore.metadata.configs.titles import TitleViewConfig
+
+
+class StatementTitleViewConfig(TitleViewConfig):
+    def get_list_title(self):
+        try:
+            statement_label = self.view.financial_analysis_mapping[self.view.kwargs["statement"]][1]
+            return f"{self.view.instrument} - {statement_label} Table"
+        except KeyError:
+            return f"{self.view.instrument} - Statement"

wbfdm/viewsets/esg.py

@@ -0,0 +1,72 @@
+import pandas as pd
+from rest_framework.response import Response
+from wbcore import viewsets
+from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
+from wbcore.pandas import fields as pf
+from wbfdm.enums import ESG
+from wbfdm.models.instruments import Instrument
+from wbfdm.serializers import InstrumentControversySerializer
+from wbfdm.viewsets.configs import (
+    InstrumentESGControversiesEndpointViewConfig,
+    InstrumentESGControversiesTitleViewConfig,
+    InstrumentESGControversyDisplayViewConfig,
+    InstrumentESGPAIDisplayViewConfig,
+    InstrumentESGPAIEndpointViewConfig,
+    InstrumentESGPAITitleViewConfig,
+)
+
+from .mixins import InstrumentMixin
+
+
+class InstrumentESGControversiesViewSet(InstrumentMixin, viewsets.ViewSet):
+    IDENTIFIER = "wbfdm:instrument-controversy"
+    display_config_class = InstrumentESGControversyDisplayViewConfig
+    title_config_class = InstrumentESGControversiesTitleViewConfig
+    endpoint_config_class = InstrumentESGControversiesEndpointViewConfig
+    serializer_class = InstrumentControversySerializer
+    queryset = Instrument.objects.none()
+    permission_classes = []
+
+    def list(self, request, instrument_id):
+        queryset = self.get_queryset()
+        serializer = self.get_serializer_class()
+        serializer = serializer(queryset, many=True)
+        return Response({"results": serializer.data})
+
+    def get_queryset(self):
+        return sorted(
+            Instrument.objects.filter(id=self.instrument.id).dl.esg_controversies(),
+            key=lambda x: (x["review"] is None, x["review"]),
+            reverse=True,
+        )
+
+
+class InstrumentESGPAIViewSet(InstrumentMixin, ExportPandasAPIViewSet):
+    queryset = Instrument.objects.none()
+    display_config_class = InstrumentESGPAIDisplayViewConfig
+    endpoint_config_class = InstrumentESGPAIEndpointViewConfig
+    title_config_class = InstrumentESGPAITitleViewConfig
+
+    def get_queryset(self):
+        return Instrument.objects.filter(id=self.instrument.id)
+
+    def get_pandas_fields(self, request):
+        return pf.PandasFields(
+            fields=[
+                pf.PKField(key="index", label="ID"),
+                pf.IntegerField(key="section", label="Section"),
+                pf.TextField(key="asi", label="Adverse sustainability indicator"),
+                pf.TextField(key="metric", label="Metric"),
+                pf.TextField(key="factor", label="Factor"),
+                pf.FloatField(key="value", label="Value"),
+            ]
+        )
+
+    def get_dataframe(self, request, queryset, **kwargs):
+        df = pd.DataFrame(queryset.dl.esg(values=list(ESG))).reset_index()
+        if not df.empty:
+            ESG_mapping = ESG.mapping()
+            df[["section", "asi", "metric", "factor"]] = pd.DataFrame(
+                df.factor_code.map(ESG_mapping).tolist(), index=df.index
+            )
+        return df

wbfdm/viewsets/exchanges.py

@@ -0,0 +1,63 @@
+from wbcore import viewsets
+from wbcore.permissions.permissions import InternalUserPermissionMixin
+from wbfdm.filters import ExchangeFilterSet
+from wbfdm.models import Exchange
+from wbfdm.serializers import ExchangeModelSerializer, ExchangeRepresentationSerializer
+
+from .configs import (
+    ExchangeButtonConfig,
+    ExchangeDisplayConfig,
+    ExchangeEndpointConfig,
+    ExchangeTitleConfig,
+)
+
+
+class ExchangeRepresentationViewSet(InternalUserPermissionMixin, viewsets.RepresentationViewSet):
+    queryset = Exchange.objects.all()
+    serializer_class = ExchangeRepresentationSerializer
+
+    search_fields = (
+        "name",
+        "mic_code",
+        "operating_mic_code",
+        "bbg_exchange_codes",
+        "bbg_composite_primary",
+        "bbg_composite",
+        "refinitiv_mnemonic",
+        "refinitiv_identifier_code",
+        "city__name",
+        "website",
+        "comments",
+    )
+    ordering_fields = search_fields
+    ordering = ["name"]
+
+
+class ExchangeModelViewSet(InternalUserPermissionMixin, viewsets.ModelViewSet):
+    filterset_class = ExchangeFilterSet
+    serializer_class = ExchangeModelSerializer
+    queryset = Exchange.objects.select_related(
+        "country",
+        "city",
+    )
+
+    search_fields = (
+        "name",
+        "mic_code",
+        "operating_mic_code",
+        "bbg_exchange_codes",
+        "bbg_composite_primary",
+        "refinitiv_mnemonic",
+        "bbg_composite",
+        "refinitiv_identifier_code",
+        "city__name",
+        "website",
+        "comments",
+    )
+    ordering_fields = search_fields
+    ordering = ["name"]
+
+    display_config_class = ExchangeDisplayConfig
+    button_config_class = ExchangeButtonConfig
+    title_config_class = ExchangeTitleConfig
+    endpoint_config_class = ExchangeEndpointConfig

wbfdm/viewsets/financial_analysis/__init__.py

@@ -0,0 +1,3 @@
+from .statement_with_estimates import StatementWithEstimatesPandasViewSet
+from .financial_metric_analysis import FinancialMetricAnalysisPandasViewSet
+from .financial_ratio_analysis import ValuationRatioChartViewSet