wbportfolio 1.54.23__py2.py3-none-any.whl → 1.55.0__py2.py3-none-any.whl

wbportfolio/viewsets/orders/orders.py

@@ -92,7 +92,9 @@ class OrderOrderProposalModelViewSet(
                 sum_effective_total_value_fx_portfolio=Sum(F("effective_total_value_fx_portfolio")),
             )
             # weights aggregates
-            cash_sum_effective_weight = Decimal("1.0") - noncash_aggregates["sum_effective_weight"]
+            cash_sum_effective_weight = (
+                self.order_proposal.total_effective_portfolio_weight - noncash_aggregates["sum_effective_weight"]
+            )
             cash_sum_target_cash_weight = Decimal("1.0") - noncash_aggregates["sum_target_weight"]
             noncash_sum_effective_weight = noncash_aggregates["sum_effective_weight"] or Decimal(0)
             noncash_sum_target_weight = noncash_aggregates["sum_target_weight"] or Decimal(0)
@@ -176,14 +178,17 @@ class OrderOrderProposalModelViewSet(
         return OrderOrderProposalModelSerializer
 
     def add_messages(self, request, queryset=None, paginated_queryset=None, instance=None, initial=False):
-        if queryset is not None and queryset.exists() and self.order_proposal.status != OrderProposal.Status.APPROVED:
-            total_target_weight = queryset.aggregate(c=Sum(F("target_weight")))["c"] or Decimal(0)
+        if self.orders.exists() and self.order_proposal.status in [
+            OrderProposal.Status.PENDING,
+            OrderProposal.Status.DRAFT,
+        ]:
+            total_target_weight = self.orders.aggregate(c=Sum(F("target_weight")))["c"] or Decimal(0)
             if round(total_target_weight, 8) != 1:
                 warning(
                     request,
                     "The total target weight does not equal 1. To avoid automatic cash allocation, please adjust the order weights to sum up to 1. Otherwise, a cash component will be added when this order proposal is submitted.",
                 )
-            if queryset.filter(has_warnings=True).exists():
+            if self.orders.filter(has_warnings=True).exists():
                 error(
                     request,
                     "Some orders failed preparation. To resolve this, please revert the order proposal to draft, review and correct the orders, and then resubmit.",
@@ -191,32 +196,29 @@ class OrderOrderProposalModelViewSet(
 
     @cached_property
     def orders(self):
-        if self.is_portfolio_manager:
-            return self.order_proposal.get_orders()
-        else:
-            return Order.objects.none()
+        qs = self.order_proposal.get_orders()
+        if not self.is_portfolio_manager:
+            return qs.none()
+        return qs
 
     def get_queryset(self):
-        return (
-            self.orders.exclude(underlying_instrument__is_cash=True)
-            .annotate(
-                underlying_instrument_isin=F("underlying_instrument__isin"),
-                underlying_instrument_ticker=F("underlying_instrument__ticker"),
-                underlying_instrument_refinitiv_identifier_code=F("underlying_instrument__refinitiv_identifier_code"),
-                underlying_instrument_instrument_type=Case(
-                    When(
-                        underlying_instrument__parent__is_security=True,
-                        then=F("underlying_instrument__parent__instrument_type__short_name"),
-                    ),
-                    default=F("underlying_instrument__instrument_type__short_name"),
+        return self.orders.annotate(  # .exclude(underlying_instrument__is_cash=True)
+            underlying_instrument_isin=F("underlying_instrument__isin"),
+            underlying_instrument_ticker=F("underlying_instrument__ticker"),
+            underlying_instrument_refinitiv_identifier_code=F("underlying_instrument__refinitiv_identifier_code"),
+            underlying_instrument_instrument_type=Case(
+                When(
+                    underlying_instrument__parent__is_security=True,
+                    then=F("underlying_instrument__parent__instrument_type__short_name"),
                 ),
-                effective_total_value_fx_portfolio=F("effective_weight") * Value(self.portfolio_total_asset_value),
-                target_total_value_fx_portfolio=F("target_weight") * Value(self.portfolio_total_asset_value),
-                portfolio_currency=F("portfolio__currency__symbol"),
-                security=F("underlying_instrument__parent"),
-                company=F("underlying_instrument__parent__parent"),
-            )
-            .select_related(
-                "underlying_instrument", "underlying_instrument__parent", "underlying_instrument__parent__parent"
-            )
+                default=F("underlying_instrument__instrument_type__short_name"),
+            ),
+            underlying_instrument_exchange=F("underlying_instrument__exchange__name"),
+            effective_total_value_fx_portfolio=F("previous_weight") * Value(self.portfolio_total_asset_value),
+            target_total_value_fx_portfolio=F("target_weight") * Value(self.portfolio_total_asset_value),
+            portfolio_currency=F("portfolio__currency__symbol"),
+            security=F("underlying_instrument__parent"),
+            company=F("underlying_instrument__parent__parent"),
+        ).select_related(
+            "underlying_instrument", "underlying_instrument__parent", "underlying_instrument__parent__parent"
         )

wbportfolio/viewsets/portfolios.py

@@ -147,8 +147,8 @@ class PortfolioModelViewSet(UserPortfolioRequestPermissionMixin, InternalUserPer
             activation_date = datetime.strptime(request.POST["activation_date"], "%Y-%m-%d")
             rebalancing_model = get_object_or_404(RebalancingModel, pk=request.POST["rebalancing_model"])
             frequency = request.POST["frequency"]
-            approve_order_proposal_automatically = (
-                request.POST.get("approve_order_proposal_automatically", "false") == "true"
+            apply_order_proposal_automatically = (
+                request.POST.get("apply_order_proposal_automatically", "false") == "true"
             )
 
             rebalancer, _ = Rebalancer.objects.update_or_create(
@@ -157,7 +157,7 @@ class PortfolioModelViewSet(UserPortfolioRequestPermissionMixin, InternalUserPer
                     "rebalancing_model": rebalancing_model,
                     "frequency": frequency,
                     "activation_date": activation_date,
-                    "approve_order_proposal_automatically": approve_order_proposal_automatically,
+                    "apply_order_proposal_automatically": apply_order_proposal_automatically,
                 },
             )
             return Response(

{wbportfolio-1.54.23.dist-info → wbportfolio-1.55.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbportfolio
-Version: 1.54.23
+Version: 1.55.0
 Author-email: Christopher Wittlinger <c.wittlinger@stainly.com>
 License-File: LICENSE
 Requires-Dist: cryptography==3.4.*

{wbportfolio-1.54.23.dist-info → wbportfolio-1.55.0.dist-info}/RECORD

@@ -10,12 +10,12 @@ wbportfolio/utils.py,sha256=QZ4t0j2NwKYmgWJM77yvXSp-8wVcZmFvNi5_v7YA3ac,750
 wbportfolio/admin/__init__.py,sha256=oTmHrq_4H4OyEna3R_3tIh7pyCyNYVsMDD8y06IYMfQ,675
 wbportfolio/admin/asset.py,sha256=Nukw4axCnctQFlAtPkPJyalEga7RtTp7jr138MOdWSM,1254
 wbportfolio/admin/custodians.py,sha256=rJ9wFdiFM5t3WrmAfNXWzjxDAWrbnlSstfNjQxSmTNE,332
-wbportfolio/admin/indexes.py,sha256=Psn6yd8ceBySSKWQlbwBq0Y6Jkxg1e1HcMrpO0Wirl8,406
+wbportfolio/admin/indexes.py,sha256=XPiVGBRDD7SV7YvSDv9pAo513IjIbEOBS_pcvVP_UfQ,440
 wbportfolio/admin/portfolio.py,sha256=ihAYlvx7vvRbFMIKobo-VokYfvlTowGDzcSmlXHCJDY,3873
 wbportfolio/admin/portfolio_relationships.py,sha256=mLRQUvezcUQfEls0p6pe0P1qVf335zD5pX4eRVf119M,711
-wbportfolio/admin/product_groups.py,sha256=_jks3MF1kMOBQPcjWaSD-bkZU268WRyZADSx32gct6k,1356
-wbportfolio/admin/products.py,sha256=NLceny44B0WOZ66I-0D8aBWz8ST7aJM4XVy2NibeRxI,2491
-wbportfolio/admin/rebalancing.py,sha256=A0GNm63BWuWmrpfMKbsCteB_9uVuTNigQqWW4up9x0g,611
+wbportfolio/admin/product_groups.py,sha256=0iXpoj-gGwLeF6BmCohX7d5qrVhCgIxNWUQmJcM67q0,1391
+wbportfolio/admin/products.py,sha256=vEtUpSlnCLLCs4SXkI5UFO7iPsXhRUk7PsNvfD7FS40,2550
+wbportfolio/admin/rebalancing.py,sha256=xlaq2qk6rzEqfjinS1XN6e0yZ2ijjD1Hp_XddfQwyjU,609
 wbportfolio/admin/reconciliations.py,sha256=s7aYxdJE6jX72bnKCrj-YdZBl9bFV_n44Bo28RZMKvg,511
 wbportfolio/admin/registers.py,sha256=N5zcfFgxR9H37YEJxFIBif7v5uLN2mGNV3lf9c5OYnw,505
 wbportfolio/admin/roles.py,sha256=h7d0aYBctghj1zFphWkMVHywnCjF8bewVbk8lq1IX8U,446
@@ -29,6 +29,8 @@ wbportfolio/admin/transactions/fees.py,sha256=gpq-_k3ypEGVNuDfFE4OHtn-B9ZtkzA4YY
 wbportfolio/admin/transactions/trades.py,sha256=LanpSm6iaR9cmNvSJwpRFPkOgN46K_Y9YoMy0MReYuc,1913
 wbportfolio/analysis/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/analysis/claims.py,sha256=islJVmHg6jKr6Q1b84Vt5Au2bzy9aDjWGEVGNtPFQd4,10688
+wbportfolio/api_clients/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
+wbportfolio/api_clients/ubs.py,sha256=pB_urTr8x8YCW28c_hK7DeCzAx07VeLZ27TamrZln2k,6598
 wbportfolio/contrib/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/contrib/company_portfolio/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/contrib/company_portfolio/admin.py,sha256=roUsuOjYDWX0OGWVBjCcW3MAcwJHJYHnqZ_pLpwakmQ,549
@@ -67,15 +69,15 @@ wbportfolio/factories/indexes.py,sha256=sInyNARyfUNbScxr_ng1HhxtJXIsK3awFf9BF1gr
 wbportfolio/factories/portfolio_cash_flow.py,sha256=e8LWkk5Gy0FU4HoCL9xPseCtLlVIkMrvAmey5swqcfc,727
 wbportfolio/factories/portfolio_cash_targets.py,sha256=6bYaKjV56yRbjRaQzime218Dho652pcpkAqwhq63D3g,678
 wbportfolio/factories/portfolio_swing_pricings.py,sha256=CLT9AgZKPwChfPDATl-r2r8IVsM5U6S5gDJ8BzsweyI,828
-wbportfolio/factories/portfolios.py,sha256=zjjbb81ZokA7vJ7SXFDOmiNqP3Aq6-ZEh2gPiaYKfkY,1550
+wbportfolio/factories/portfolios.py,sha256=kZDuBXnGiMrliQ67UfXHQElv5y1nVLXN_7Au3RnZr-8,1553
 wbportfolio/factories/product_groups.py,sha256=JMtG301j5XehB3qmNSbXt6af56Y9uvG3fgbCMf9FCSc,1987
 wbportfolio/factories/products.py,sha256=N0V6sM_98sC6l8qN78wgfmtpYq7O2c5rW5hT5ZM5gsA,2880
-wbportfolio/factories/rebalancing.py,sha256=cU4oskGJKFtsgSNEaKAICtV5yIjCSAntNHhCBrLpBQU,721
+wbportfolio/factories/rebalancing.py,sha256=I6_c_gDuhBYsmDPOU_b8e9W-Aa8I95gWXS_K8N5-xiQ,719
 wbportfolio/factories/reconciliations.py,sha256=Ne3rBZ_yvjlAtWW7qDLprHrLhNCtLL_RXU3yDHc3s3c,916
 wbportfolio/factories/roles.py,sha256=tot54YX70sNqZrAg5zGJTHd7_PFjZed_mny4lGlnwEA,857
 wbportfolio/factories/trades.py,sha256=ZHfj20KjeTu57sNaZzfSw2JqCoI9q4BjfPp5qRMVsro,1387
 wbportfolio/factories/orders/__init__.py,sha256=QG7on_F9GiuJgvGbM0BNDVdfGwwBz_WGbmCFNbKPZzc,83
-wbportfolio/factories/orders/order_proposals.py,sha256=JR7oABGv6uGQgNRNCWcgmTHOlyaugsKDnEZo-yfk-P0,549
+wbportfolio/factories/orders/order_proposals.py,sha256=3QGG6eI2sWYGJenn17gz37A2PJgjZLlPqAsqci1lFXI,702
 wbportfolio/factories/orders/orders.py,sha256=tTw2U-xvUsFpG4zad3KCHZPQx1FVg-zPjwEN73XEOjg,907
 wbportfolio/fdm/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/fdm/tasks.py,sha256=59hXt3TOJaM8KpUaKdBNAGsO7NFMHaAlNA0T3FTUau0,533
@@ -85,12 +87,13 @@ wbportfolio/filters/assets_and_net_new_money_progression.py,sha256=IYl_qMFO9QKhX
 wbportfolio/filters/custodians.py,sha256=pStQgPQPhPpnt57_V7BuXbFXmRiZBEAiEeMFuQmt2NE,287
 wbportfolio/filters/esg.py,sha256=ZEUQh3IQxLSshVrgtPqHC_ToirrllkCXR_KzUlCUtkA,688
 wbportfolio/filters/performances.py,sha256=xJC7fe8XNPz159cewMD8Es8u89vzgpZT4D2Gm1YToM8,7340
-wbportfolio/filters/portfolios.py,sha256=o5S5FaUnHTmtgpBPzEom7odypdyM_I2O6Lbhj7Oy4nU,1469
+wbportfolio/filters/portfolios.py,sha256=rQL77Cs1YVR8I_kSZwYppJ9yPj8ebWrDQHs_sOI_Ndk,2247
 wbportfolio/filters/positions.py,sha256=7eMqwqnNd_owi2Mg-1Uf9K9K9SHSgdZ8CcYgWw49qgI,8548
 wbportfolio/filters/products.py,sha256=jOoRKDm_2n2a-Y1dHWl1zjdrwy4Cek57Qa3Q10p_zzY,6492
 wbportfolio/filters/roles.py,sha256=jb8WLzZ_e03x8XkAWuYAdPgMyre3h-rtgYXKJ3dqkhw,920
 wbportfolio/filters/signals.py,sha256=XZ1d50yas47Xy57ZfmvCVjMSKojaoqrc5FHJBcVadtk,3144
-wbportfolio/filters/orders/__init__.py,sha256=zsC0VukFwPd_8CrXcQJjaonjmZLZPMUnf4S2gIFI3AU,35
+wbportfolio/filters/orders/__init__.py,sha256=Bfr7ZrKJYIiQoji7S7YZWMiYXjsq9B_AoBF98aNZvZ4,87
+wbportfolio/filters/orders/order_proposals.py,sha256=V_lICJBEG1aOVaYiaIi1KcIn8uEJvtXrEzrP9tz4Xuw,2315
 wbportfolio/filters/orders/orders.py,sha256=eRVb9w7zHq6bPnHOd3gC1k6OJYSpQ6PeXxu2dxJe1A0,289
 wbportfolio/filters/transactions/__init__.py,sha256=TXiHB7_ItZPVcXCCGejpLBRD4R7rtt3Qrq59z8D5ChA,582
 wbportfolio/filters/transactions/claim.py,sha256=eSykgNzcytMWWTmlGlaqBuh98vfOKoTLvA3cglc_jZ0,17951
@@ -104,12 +107,12 @@ wbportfolio/fixtures/wbrisk_management.yaml.gz,sha256=alFDRu8S9R6IsaIkpJe_v36B2G
 wbportfolio/import_export/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/utils.py,sha256=mzybnwU2y-NOk43QDNDlOCaSPO-0BFlSX_X8uxplNiY,1083
 wbportfolio/import_export/backends/__init__.py,sha256=Ki5jE95usAbxfV3zeZMkAmjh7G8TodBkKTDBPa_HJX0,40
-wbportfolio/import_export/backends/utils.py,sha256=joFlyCrstrXSFb0RmQ4T7lfRVT7lxb7qe8TePis8wFU,2116
+wbportfolio/import_export/backends/utils.py,sha256=nM0i5rhQ66Vgm7WH3jIiNvNGuC-Cy_vtXkSzrUiGc0Q,1355
 wbportfolio/import_export/backends/refinitiv/adjustment.py,sha256=ahVjWMHY1FuuDnMeascAlVUa3Mys6rvROG1uKDq6QeA,1554
 wbportfolio/import_export/backends/ubs/__init__.py,sha256=jHm6zfyZPfvdzyMfJGngGbwROxtYWyJdpQorpleVKMA,82
-wbportfolio/import_export/backends/ubs/asset_position.py,sha256=xN9VBsl8wdXDbfQOKS_tOlmlwuNqv-yGGg20QUBbavI,1901
-wbportfolio/import_export/backends/ubs/fees.py,sha256=wKGWyzmtvXloUYeMN6mkfoAwtn4qVqyw0OX3e8qGtrw,2863
-wbportfolio/import_export/backends/ubs/instrument_price.py,sha256=urIvmZlETWD8oftv5zAqyg83K0x4D5O5iau-GHxUeos,1932
+wbportfolio/import_export/backends/ubs/asset_position.py,sha256=Nqe_M3T2CHFs-vxmzyTcdaEdlmfbAjtJJL5U0Bc_MXI,1942
+wbportfolio/import_export/backends/ubs/fees.py,sha256=rwZIHfJbvB1xdHruz0INDNWlt40Dj9kw2zDOto8rkq0,2532
+wbportfolio/import_export/backends/ubs/instrument_price.py,sha256=Bj00tfwUK5t2Q7C2bc2djhvlIkZ8ozZ9hqQP9W1sVRI,1974
 wbportfolio/import_export/backends/ubs/mixin.py,sha256=Y0od5nmGwwUN7Bh7UYYbebLNrfpx0PaM1KhCRymNu10,483
 wbportfolio/import_export/backends/wbfdm/__init__.py,sha256=k02E8ynHxTo65JV_TJ1ng6mpLuWomFpLFkyaRxr9SE4,50
 wbportfolio/import_export/backends/wbfdm/adjustment.py,sha256=CpkVNNlDSVui00Aihq-1i_Vc_kqi2gjODxWb7K0vsWM,1822
@@ -117,7 +120,7 @@ wbportfolio/import_export/backends/wbfdm/dividend.py,sha256=iAQXnYPXmtG_Jrc8THAJ
 wbportfolio/import_export/backends/wbfdm/mixin.py,sha256=JNtjgqGLson1nu_Chqb8MWyuiF3Ws8ox2vapxIRBYKE,400
 wbportfolio/import_export/handlers/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/handlers/adjustment.py,sha256=6bdTIYFmc8_HFxcdwtnYwglMyCfAD8XrTIrEb2zWY0g,1757
-wbportfolio/import_export/handlers/asset_position.py,sha256=UZBDlEK5mxtGu9cZvwiQS6J8GNkMJqDZb7KZ3uwex0g,8698
+wbportfolio/import_export/handlers/asset_position.py,sha256=trI_I4IxZ6fqV9_BpRAvPNkYf07-loQB7f4ipkGkJbE,8695
 wbportfolio/import_export/handlers/dividend.py,sha256=F0oLfNt2B_QQAjHBCRpxa5HSkfkAYdal_NjLJGtVckY,4408
 wbportfolio/import_export/handlers/fees.py,sha256=BOFHAvSTlvVLaxnm6KD_fcza1TlPc02HOR9J0_jjswI,2495
 wbportfolio/import_export/handlers/orders.py,sha256=GU3_tIy-tAw9aU-ifsnmMZPBB9sqfkFC_S1d9VziTwg,3136
@@ -158,7 +161,7 @@ wbportfolio/import_export/parsers/sg_lux/customer_trade.py,sha256=gTEUIaxlZvXXCg
 wbportfolio/import_export/parsers/sg_lux/customer_trade_pending_slk.py,sha256=WyRpKXkNhpK4H9aNjW7_ggcCGlN_-9ETlR1QsE9xl_k,5068
 wbportfolio/import_export/parsers/sg_lux/customer_trade_slk.py,sha256=D_1c0v6lTXkopjZzr9pQb575HxrMFe91tKk8xT1X3Ns,3604
 wbportfolio/import_export/parsers/sg_lux/customer_trade_without_pw.py,sha256=nMYV9-OwY_TagU36Ab0dOweZYzVriFWHXPYjauBg2Yk,2034
-wbportfolio/import_export/parsers/sg_lux/equity.py,sha256=w13LAMNWReZzqmdFyXdazVnpGr1UUNLG-pJgn5c16gI,6116
+wbportfolio/import_export/parsers/sg_lux/equity.py,sha256=SXupaP9W299oFfnucV7FogY_yqusLkbqQFR3nGt-4m0,6117
 wbportfolio/import_export/parsers/sg_lux/fees.py,sha256=AK2TGOjI3JrOjtACEQd-4ffuedtIus-_gWug6wN6RQs,1846
 wbportfolio/import_export/parsers/sg_lux/perf_fees.py,sha256=6HAV3Pu2aaYARjMQvN24Op2rru_YdjeI9J9ADDQVH8s,1513
 wbportfolio/import_export/parsers/sg_lux/portfolio_cash_flow.py,sha256=ftLKWukUl9AcGWHQmJZnShVZpkO4rOl04PGlLcalDdQ,889
@@ -169,7 +172,7 @@ wbportfolio/import_export/parsers/sg_lux/utils.py,sha256=xrtEkdz_ypGFRTWn3-Kz6Gz
 wbportfolio/import_export/parsers/sg_lux/valuation.py,sha256=tmc-KHcRUHjTZVck8vzUIoN4Fcb-_zevmET4ZkkRlak,1788
 wbportfolio/import_export/parsers/societe_generale/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/societe_generale/customer_trade.py,sha256=eUgd_ZwK8WZh8-oXTLH4t_F9fXE6SCSOreIqXwVwT0w,2110
-wbportfolio/import_export/parsers/societe_generale/strategy.py,sha256=xYocT0zDOI2k0UmB6VbZu6t2rwXFuXUV_cJG8f47uEQ,4502
+wbportfolio/import_export/parsers/societe_generale/strategy.py,sha256=b0U3ZU1pyi5dbE678lD2M636v8mw6KjVBFUwJbP6yqk,4503
 wbportfolio/import_export/parsers/societe_generale/valuation.py,sha256=mxaV2cL5WKg2omrwLxcYkeLnb95S-NpG15FTGAJRy58,1225
 wbportfolio/import_export/parsers/tellco/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/tellco/customer_trade.py,sha256=U04YVJHxQLWxpN8z4DkcK4p0lK1YpA8iDnRsjgNoprY,2126
@@ -177,7 +180,7 @@ wbportfolio/import_export/parsers/tellco/equity.py,sha256=3mPqh-kridsNCy5K4sa43S
 wbportfolio/import_export/parsers/tellco/valuation.py,sha256=QM8fYYOESGocACSbJnqD-1TtSYxOXOkkT7oLY6XY10Y,1642
 wbportfolio/import_export/parsers/ubs/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/ubs/customer_trade.py,sha256=ZLWYLGO8BveXb5mTFfg53LgXXLGvztDgUaqIDa-qkJ0,2010
-wbportfolio/import_export/parsers/ubs/equity.py,sha256=yhB4upE9ps9zvBkKhwJuxUvQpaohth0tcKf7tsW2tlw,3470
+wbportfolio/import_export/parsers/ubs/equity.py,sha256=a3Hv6kjE__VUSdkE2TJ4NBCyVvnt34bPO-uZPR7pcEM,3471
 wbportfolio/import_export/parsers/ubs/historical_customer_trade.py,sha256=1IggU7Ogg8-gdwLqBtz-FZ6l-UKsjbtM-KomM8u6QpA,1746
 wbportfolio/import_export/parsers/ubs/valuation.py,sha256=6P71APM4xGoAadCywO6DBz42xL1bClacf242pb25w_s,1597
 wbportfolio/import_export/parsers/ubs/api/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -266,22 +269,24 @@ wbportfolio/migrations/0083_order_alter_trade_options_and_more.py,sha256=oFYG2cV
 wbportfolio/migrations/0084_orderproposal_min_order_value.py,sha256=bJPpPX7PQmlWAIyLzZ6ca6K0paGTRbzS8AkyOHDoGMc,925
 wbportfolio/migrations/0085_order_desired_target_weight.py,sha256=L8p5t4PqjWIwqwiqt-ofdfGkBhm-7dtbg52cIkxNnDs,803
 wbportfolio/migrations/0086_orderproposal_total_cash_weight.py,sha256=IE65OYYBOSQjj6znl9jmsMalxDmKdnHV1DbVz_ZX_M4,689
+wbportfolio/migrations/0087_product_order_routing_custodian_adapter.py,sha256=4OHTjdXNwJ-My8EgUGYWM_vRBccjYgghjN4fLV0n1yQ,4564
+wbportfolio/migrations/0088_orderproposal_total_effective_portfolio_contribution.py,sha256=6Q41GSbWg_L8r6FUcQ9MrdpRazOdUlc7tD8_bmg8a3Y,521
 wbportfolio/migrations/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/models/__init__.py,sha256=qU4e7HKyh8NL_0Mg92PcbHTewCv7Ya2gei1DMGe1LWE,980
 wbportfolio/models/adjustments.py,sha256=osXWkJZOiansPWYPyHtl7Z121zDWi7u1YMtrBQtbHVo,10272
 wbportfolio/models/asset.py,sha256=K0cvK-g1dUmQLjVAboUm3zDb4YGW_Wu9eRMdhfEMSck,39123
-wbportfolio/models/builder.py,sha256=SoyJ7Ri3g5rGhZVq5rqJynW34Q8GYfUJg7QcbBTnOa8,11522
+wbportfolio/models/builder.py,sha256=txZE_gEDgkPgSxSF0AlvZiRyhRQixD4Ame0wEF6Fjoo,14028
 wbportfolio/models/custodians.py,sha256=owTiS2Vm5CRKzh9M_P9GOVg-s-ndQ9UvRmw3yZP7cw0,3815
 wbportfolio/models/exceptions.py,sha256=3ix0tWUO-O6jpz8f07XIwycw2x3JFRoWzjwil8FVA2Q,52
 wbportfolio/models/indexes.py,sha256=gvW4K9U9Bj8BmVCqFYdWiXvDWhjHINRON8XhNsZUiQY,639
-wbportfolio/models/portfolio.py,sha256=gBgukGpEPkBt_eQv8FvGwku0yyvleRqVV6moTk5sSLY,53317
+wbportfolio/models/portfolio.py,sha256=Lrtxa-jItT9HCBQxfUClnXdaLPTf4CKZEXwAEmkhNtE,54618
 wbportfolio/models/portfolio_cash_flow.py,sha256=uElG7IJUBY8qvtrXftOoskX6EA-dKgEG1JJdvHeWV7g,7336
 wbportfolio/models/portfolio_cash_targets.py,sha256=WmgG-etPisZsh2yaFQpz7EkpvAudKBEzqPsO715w52U,1498
 wbportfolio/models/portfolio_relationship.py,sha256=ZGECiPZiLdlk4uSamOrEfuzO0hduK6OMKJLUSnh5_kc,5190
 wbportfolio/models/portfolio_swing_pricings.py,sha256=_LqYC1VRjnnFFmVqFPRdnbgYsVxocMVpClTk2dnooig,1778
 wbportfolio/models/product_groups.py,sha256=qoT8qv6tRdD6zmNDxsHO6dtnWw1-TRnyS5NqOq_gwhI,7901
 wbportfolio/models/products.py,sha256=8XXx6sN3cUCls_TlwAc8-vL1bNn0JQRAxeCeyLJlmG8,23177
-wbportfolio/models/rebalancing.py,sha256=6KURFl0j121ccd4ksuXJqKQF1aPaA7W0DkHFIlBFGow,7690
+wbportfolio/models/rebalancing.py,sha256=Mw24JO4C8jRA6U7dgsNR8usgIO1VqMgsVs94HdC07cE,7729
 wbportfolio/models/registers.py,sha256=qA6T33t4gxFYnabQFBMd90WGIr6wxxirDLKDFqjOfok,4667
 wbportfolio/models/roles.py,sha256=wF5Atp0xsJxDrYjmFw9XHgEOe_4C-lm4pppeYdymOrA,7343
 wbportfolio/models/signals.py,sha256=jZKC43nIqVdLapwo3getIMSqPUwbK5M36MmvA50jY24,1041
@@ -291,11 +296,12 @@ wbportfolio/models/graphs/portfolio.py,sha256=NwkehWvTcyTYrKO5ku3eNNaYLuBwuLdSbT
 wbportfolio/models/graphs/utils.py,sha256=1AMpEE9mDuUZ82XgN2irxjCW1-LmziROhKevEBo0mJE,2347
 wbportfolio/models/llm/wbcrm/analyze_relationship.py,sha256=etKdmt9m6Ra5u7EA9t98RVSqFKpbFd4iwBVaH9T26M8,2320
 wbportfolio/models/mixins/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/models/mixins/instruments.py,sha256=SgBreTpa_X3uyCWo7t8B0VaTtl49IjmBMe4Pab6TjAM,6796
+wbportfolio/models/mixins/instruments.py,sha256=SuMPquQ93D4pZMK-4hQbJtV58_NOyf3wVOctQq7LNXQ,7054
 wbportfolio/models/mixins/liquidity_stress_test.py,sha256=iQVzT3QM7VtHnqfj9gT6KUIe4wC4MJXery-AXJHUYns,58820
 wbportfolio/models/orders/__init__.py,sha256=EH9UacGR3npBMje5FGTeLOh1xqFBh9kc24WbGmBIA3g,69
-wbportfolio/models/orders/order_proposals.py,sha256=6aKeBYax3aGsDLmPYI94Pa8nnANUP7SGWAJudSmZjxA,41820
-wbportfolio/models/orders/orders.py,sha256=-L-cKATF8gdgSReQL_SobfD207kzQoKy24pF1nPLVEM,9713
+wbportfolio/models/orders/order_proposals.py,sha256=RYiQRo93RoXRy-QKl9shIGb4OfueiUT6we9uoQXokQk,57039
+wbportfolio/models/orders/orders.py,sha256=kiVmVeW2D1bAuT983nSeIug6uoZ78IZovuAgls-CO8w,10150
+wbportfolio/models/orders/routing.py,sha256=OpeP-rfMm1UN7a3vbNxBEQxqtGfE57AeGWnbTZa1fRQ,2223
 wbportfolio/models/reconciliations/__init__.py,sha256=MXH5fZIPGDRBgJkO6wVu_NLRs8fkP1im7G6d-h36lQY,127
 wbportfolio/models/reconciliations/account_reconciliation_lines.py,sha256=QP6M7hMcyFbuXBa55Y-azui6Dl_WgbzMntEqWzQkbfM,7394
 wbportfolio/models/reconciliations/account_reconciliations.py,sha256=rofSxetFfEJov6mPyoTvGxELA16HILyJZtQvm_kwYU0,4405
@@ -305,23 +311,26 @@ wbportfolio/models/transactions/claim.py,sha256=SF2FlwG6SRVmA_hT0NbXah5-fYejccWK
 wbportfolio/models/transactions/dividends.py,sha256=mmOdGWR35yndUMoCuG24Y6BdtxDhSk2gMQ-8LVguqzg,1890
 wbportfolio/models/transactions/fees.py,sha256=wJtlzbBCAq1UHvv0wqWTE2BEjCF5RMtoaSDS3kODFRo,7112
 wbportfolio/models/transactions/trades.py,sha256=2cDNjf1hJwFwrDT1SLacUU-Nkt5kU62zjI3WIj_Q0vQ,16340
-wbportfolio/models/transactions/transactions.py,sha256=XTcUeMUfkf5XTSZaR2UAyGqCVkOhQYk03_vzHLIgf8Q,3807
+wbportfolio/models/transactions/transactions.py,sha256=6resBETl_3an6TFLdnSYLXt6QKg5m4JpC9XAGvEK2Ts,3817
+wbportfolio/order_routing/__init__.py,sha256=kYloUGytPBNB8KVy5ysm9PlEEU_sGPk5c3ch46dXeJo,604
+wbportfolio/order_routing/adapters/__init__.py,sha256=YiM5FFvLucDTBgIn3mCBjKNSRU7K2pokHdbWBoaZA94,1549
+wbportfolio/order_routing/adapters/ubs.py,sha256=_Z9-j1a6_F08VlNIjLLn5XmhoKSZQTTH14lGeTgbu9A,6328
 wbportfolio/pms/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/pms/typing.py,sha256=Yqo_QDZEVT4yHvgOqFf2vpYG3UYMPw5qNVR6M9KcPv0,8950
+wbportfolio/pms/typing.py,sha256=kNesj7e-SA9lKgmdInJ94R60-pXNKm6guSj_cD3CQUE,10638
 wbportfolio/pms/analytics/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/pms/analytics/portfolio.py,sha256=u_S-e6HUQwAyq90gweDmxyTHWrIc5nd84sLuUF2iJzA,2031
 wbportfolio/pms/analytics/utils.py,sha256=EfhKdo9B2ABaUPppb8DgZSqpNkSze8Rjej1xDjv-XcQ,282
 wbportfolio/pms/statistics/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/pms/trading/__init__.py,sha256=R_yLKc54sCak8A1cW0O1Aszrcv5KV8mC_3h17Hr20e4,36
-wbportfolio/pms/trading/handler.py,sha256=D903Hn0PpI1_9lFGPX847aaKp1nlKeWulxH_prCdWzw,8492
+wbportfolio/pms/trading/handler.py,sha256=sGwtwerozgiCVOTeQgJ0Q9g1zzQCPuydkf0aWn6NnGs,8646
 wbportfolio/rebalancing/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/rebalancing/base.py,sha256=wpeoxdkLz5osxm5mRjkOoML7YkYvwuAlqSLLtHBbWp8,984
 wbportfolio/rebalancing/decorators.py,sha256=162ZmXV2YQGI830LWvEnJ95RexMzHvaCGfcVOnXTOXM,502
 wbportfolio/rebalancing/models/__init__.py,sha256=AQjG7Tu5vlmhqncVoYOjpBKU2UIvgo9FuP2_jD2w-UI,232
-wbportfolio/rebalancing/models/composite.py,sha256=N2IC3ZjqNzfHTvLeUj8aSsn2jx7gFN3pzAh5bOK6pIk,1672
-wbportfolio/rebalancing/models/equally_weighted.py,sha256=JF6VoAcsHUUJvTBeUtIn2ojWtrn4pVH1PMTyJ2Y69qg,1301
-wbportfolio/rebalancing/models/market_capitalization_weighted.py,sha256=JPVT1UmDOU21S_jdYhOXHQHRnH0BbqVYGxRG4hOolI0,5643
-wbportfolio/rebalancing/models/model_portfolio.py,sha256=Dk3tw9u3WG1jCP3V2-R05GS4-DmDBBtxH4h6p7pRe4g,1393
+wbportfolio/rebalancing/models/composite.py,sha256=kDa4-Q3aMOrBGrrfIwTyjik14vF8cjfD-ArIm8FCR9A,1671
+wbportfolio/rebalancing/models/equally_weighted.py,sha256=iv6FiICGQX1mPnkK2L4oDeCH_-4yF8SL8YUBzjXBZsI,1306
+wbportfolio/rebalancing/models/market_capitalization_weighted.py,sha256=3Lm3A4yBj_QEBw0EjTvn39f1vFzjLz_ITDUQCAXuxJg,5642
+wbportfolio/rebalancing/models/model_portfolio.py,sha256=_j892V6YCrXLzNZdpxuKmaNu_VYfamStwb6Z-4sECPA,1326
 wbportfolio/reports/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/reports/monthly_position_report.py,sha256=e7BzjDd6eseUOwLwQJXKvWErQ58YnCsznHU2VtR6izM,2981
 wbportfolio/risk_management/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -357,17 +366,17 @@ wbportfolio/serializers/portfolio_cash_targets.py,sha256=_GdsFXoBda1JHJnfZbaVlNF
 wbportfolio/serializers/portfolio_relationship.py,sha256=UR_GIF2LHw82a8mv6L8OXYvoCp5-QWtubt33Y4mqFow,1933
 wbportfolio/serializers/portfolio_swing_pricing.py,sha256=a21st7MmcugbAO_xc90QWSeXwU1ivk-y2PWlMGKySJY,655
 wbportfolio/serializers/portfolios.py,sha256=bEHyIlkw_zNzuurf-57RrQPOSQwxN_qJsT889cuLahs,7684
-wbportfolio/serializers/positions.py,sha256=UK9dvE1wiILw2E209InrsUhme52vfUYDDERBeKCcn_k,2415
+wbportfolio/serializers/positions.py,sha256=ZjRsvdsKRFR5z98_iJyQ20ykGmPJqKesNPwA-vw_yPU,2415
 wbportfolio/serializers/product_group.py,sha256=klPGmAb1MvJpyiKKMRb8uYFIMm6SCZkMFQDu5EH-mkY,3680
 wbportfolio/serializers/products.py,sha256=B1udmx6PibxpesFndl7nb7x86P8WPcksDssmqNdZ3Uo,12694
-wbportfolio/serializers/rebalancing.py,sha256=TX8Efann1oDhxZqoHiobJPMzXq7UxlcHMj54IdHXwP4,1840
+wbportfolio/serializers/rebalancing.py,sha256=NL4BG_e9qOZqrl4Yag_sgLxOheHJklAOHaCtX7rctMc,1838
 wbportfolio/serializers/reconciliations.py,sha256=oFvGCAGioAOBK3xXjfwjMVYOXv3AbSyMg6YK6Olp6ow,7373
 wbportfolio/serializers/registers.py,sha256=zhdKH_mHEBE0VOhm6xpY54bTMtcSaY5BskEaJxtFd5Q,2737
 wbportfolio/serializers/roles.py,sha256=T-9NqTldpvaEMFy-Bib5MB6MeboygEOqcMP61mzzD3Q,2146
 wbportfolio/serializers/signals.py,sha256=hD6R4oFtwhvnsJPteytPKy2JwEelmxrapdfoLSnluaE,7053
 wbportfolio/serializers/orders/__init__.py,sha256=PKJRksA1pWsh8nVfGASoB0m3LyUzVRnq1m9VPp90J7k,271
-wbportfolio/serializers/orders/order_proposals.py,sha256=6w1XKiAdQLDd_d2DMniv_zx--8uom-yT6OLya2uDA2Y,3878
-wbportfolio/serializers/orders/orders.py,sha256=pAKjJLRANOo1iMlcv18twuQ0aAVDVKYt-pPx6avnWRQ,7464
+wbportfolio/serializers/orders/order_proposals.py,sha256=wIxnTY35dn7gH1kj9wGHnl2lOrR6ikRdqxXrSf85tT0,4762
+wbportfolio/serializers/orders/orders.py,sha256=7zIl5lwt7RatSVcrmNmLpWX2r2VkND33HQOUkryGjYo,7582
 wbportfolio/serializers/transactions/__init__.py,sha256=-7Pan4n7YI3iDvGXff6okzk4ycEURRxp5n_SHCY_g_I,493
 wbportfolio/serializers/transactions/claim.py,sha256=kC4E2RZRrpd9i8tGfoiV-gpWDk3ikR5F1Wf0v_IGIvw,11599
 wbportfolio/serializers/transactions/dividends.py,sha256=ADXf9cXe8rq55lC_a8vIzViGLmQ-yDXkgR54k2m-N0w,1814
@@ -396,29 +405,29 @@ wbportfolio/tests/models/test_assets.py,sha256=N8OP2ZTPdq0lGonFRB0q_ruwF8QYpOGLk
 wbportfolio/tests/models/test_custodians.py,sha256=WnFA4R-deVL7DSKufGE0mcFUdU05otNfGvmG4psiIh4,340
 wbportfolio/tests/models/test_customer_trades.py,sha256=50By281j-nJ43jwRWK_KxNQGv6SuimT9e_ejgu6b19o,4942
 wbportfolio/tests/models/test_dividends.py,sha256=SVkIW3OqN4-9tq1HIvJm8_8rOyNTHbJKFiN075DeGGc,162
-wbportfolio/tests/models/test_imports.py,sha256=-8qWpShRxbjnUj2l7OQagMmI61xVReO3JdlaGxtuXM4,7736
+wbportfolio/tests/models/test_imports.py,sha256=byqRJlnWqkkLdb8CkaX0cPGqfICOkuZ2_6tBk2YR3D0,7857
 wbportfolio/tests/models/test_instrument_mixins.py,sha256=avX7a7Ovdzm_2v8JpSmrzqPo52qmIEa33c074D5KFCU,2206
 wbportfolio/tests/models/test_merge.py,sha256=sdsjiZsmR6vsUKwTa5kkvL6QTeAZqtd_EPWPI11FKGY,6497
 wbportfolio/tests/models/test_portfolio_cash_flow.py,sha256=X8dsXexsb1b0lBiuGzu40ps_Az_1UmmKT0eo1vbXH94,5792
 wbportfolio/tests/models/test_portfolio_cash_targets.py,sha256=q8QWAwt-kKRkLC0E05GyRhF_TTQXIi8bdHjXVU0fCV0,965
 wbportfolio/tests/models/test_portfolio_swing_pricings.py,sha256=kr2AOcQkyg2pX3ULjU-o9ye-NVpjMrrfoe-DVbYCbjs,1656
-wbportfolio/tests/models/test_portfolios.py,sha256=VdfkblwSow1w-HLFto8wssuBTjSqaCBpE1_Tf6wb0R0,51878
+wbportfolio/tests/models/test_portfolios.py,sha256=qaNTgvtxSROpjPtzSffLMrnsOJYjftN8gNhqmAm8fLE,53819
 wbportfolio/tests/models/test_product_groups.py,sha256=AcdxhurV-n_bBuUsfD1GqVtwLFcs7VI2CRrwzsIUWbU,3337
 wbportfolio/tests/models/test_products.py,sha256=zB3xDGk7k7omI61hU9cnU96oBc3ICiMaYtFC9pidars,9965
 wbportfolio/tests/models/test_roles.py,sha256=4Cn7WyrA2ztJNeWLk5cy9kYo5XLWMbFSvo1O-9JYxeA,3323
 wbportfolio/tests/models/test_splits.py,sha256=ytKcHsI_90kj1L4s8It-KEcc24rkDcElxwQ8q0QxEvk,9689
 wbportfolio/tests/models/utils.py,sha256=ORNJq6NMo1Za22jGZXfTfKeNEnTRlfEt_8SJ6xLaQWg,325
 wbportfolio/tests/models/orders/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/tests/models/orders/test_order_proposals.py,sha256=Cdv-tESJSyHyXzA6ABHMNGSG51NDIagH1LGw8wYo7lo,33309
+wbportfolio/tests/models/orders/test_order_proposals.py,sha256=WxZgoN0J7rF5TVa_hmXZdYnUXtrU0eH-U9CW1NWNBIM,34123
 wbportfolio/tests/models/transactions/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/tests/models/transactions/test_claim.py,sha256=NG3BKB-FVcIDgHSJHCjImxgMM3ISVUMl24xUPmEcPec,5570
 wbportfolio/tests/models/transactions/test_fees.py,sha256=tAp18x2wCNQr11LUnLtHNbBDbbX0v1DZnmW7i-cEi5Q,2423
-wbportfolio/tests/models/transactions/test_rebalancing.py,sha256=jmnv8pg_hyCsRjDmfCq1lCdEYzGpgvkBHYVrWhUJR2M,4061
+wbportfolio/tests/models/transactions/test_rebalancing.py,sha256=JgBKrBFBU3lz1CiGU_Hk3ak6bnekWyK5kVZ1HxaoiCU,4058
 wbportfolio/tests/models/transactions/test_trades.py,sha256=q54umbOG1GUAxE4ruYadaS6IqZAFoxQ5Ux_g94CcmWQ,8867
 wbportfolio/tests/pms/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/tests/pms/test_analytics.py,sha256=KzgZqZ9yYB1gsokw6IU-uKYWr1eFHWyFte8RSpMVRg8,1897
 wbportfolio/tests/rebalancing/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/tests/rebalancing/test_models.py,sha256=XhDdWBpVu0a_CmBtUSrLoPLUB8CZQMkSLtu26Q7DdL8,7883
+wbportfolio/tests/rebalancing/test_models.py,sha256=sJnVWM1kWUKeK3et2HiJb8RjL1DmU8JDHNHqFPhVhDw,7747
 wbportfolio/tests/serializers/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/tests/serializers/test_claims.py,sha256=vQrg73xQXRFEgvx3KI9ivFre_wpBFzdO0p0J13PkvdY,582
 wbportfolio/tests/viewsets/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -438,7 +447,7 @@ wbportfolio/viewsets/portfolio_cash_flow.py,sha256=jkBfdZRQ3KsxGMJpltRjmdrZ2qEFJ
 wbportfolio/viewsets/portfolio_cash_targets.py,sha256=CvHlrDE8qnnnfRpTYnFu-Uu15MDbF5d5gTmEKth2S24,322
 wbportfolio/viewsets/portfolio_relationship.py,sha256=RGyvxd8NfFEs8YdqEvVD3VbrISvAO5UtCTlocSIuWQw,2109
 wbportfolio/viewsets/portfolio_swing_pricing.py,sha256=-57l3WLQZRslIV67OT0ucHE5JXTtTtLvd3t7MppdVn8,357
-wbportfolio/viewsets/portfolios.py,sha256=6aF2Uh0EAdHdX1mMTQrFBlXZ5kmlaCPz49iDvT2CnYM,14438
+wbportfolio/viewsets/portfolios.py,sha256=cF1XnSM6oQFgwYMo6wMF0u7WCwyPGdTTa3FUJI91mB0,14430
 wbportfolio/viewsets/positions.py,sha256=fYmkcYwNybeEZejMZVvel8yFdr7ob_jG8t6ar7snD58,13236
 wbportfolio/viewsets/product_groups.py,sha256=YvmuXPPy98K1J_rz6YPsx9gNK-tCS2P-wc1uRYgfyo0,2399
 wbportfolio/viewsets/product_performance.py,sha256=dRfRgifjGS1RgZSu9uJRM0SmB7eLnNUkPuqARMO4gyo,28371
@@ -448,7 +457,7 @@ wbportfolio/viewsets/reconciliations.py,sha256=tRS7UBDtMn-07uA9QqYvnCtp_mZGVeULF
 wbportfolio/viewsets/registers.py,sha256=eOuEhW2McHsOapCKue7M4eazrJnVpCBVxImpFccq0z0,2401
 wbportfolio/viewsets/roles.py,sha256=vnzS1mlJMZS3GObrss6SfXOr3KRb-OHB1s4Msvtn7xQ,1556
 wbportfolio/viewsets/charts/__init__.py,sha256=zE3bxS0V-nM_yZ610M7qsaToNOJXvTjwFLhH1it3h4M,169
-wbportfolio/viewsets/charts/assets.py,sha256=2ZyEFz9g9ZZzUcZVOVs0jBefrQkOxy-O1fFrvnwo5oY,17813
+wbportfolio/viewsets/charts/assets.py,sha256=P5ZQ7Kihw3Eab7n7CKxMLdkdWGyiF-qpntw_x9iRJuc,17906
 wbportfolio/viewsets/configs/__init__.py,sha256=K5opfVQvgGwSyw3XwDGkv3lo5i9jBxOJXYhLqyCdfeQ,137
 wbportfolio/viewsets/configs/buttons/__init__.py,sha256=hyvpxwh9ss8Q0xcE006qsTLuSsJeWt9saHRcU4g96tA,791
 wbportfolio/viewsets/configs/buttons/adjustments.py,sha256=sUY_3vxqP0kuqs8i5hklfboZI6QiAOrmu30eb29Xupo,492
@@ -477,7 +486,7 @@ wbportfolio/viewsets/configs/display/positions.py,sha256=yolWLxzGPIpSQSiVhVQChUR
 wbportfolio/viewsets/configs/display/product_groups.py,sha256=PwI-A0_ofShT2pub9-C1HqreiqpHxKMHd51JYwEzvbM,2500
 wbportfolio/viewsets/configs/display/product_performance.py,sha256=6Mme48JBn_okwClR44dBK2OK26ejvdasDvBa5DI33_0,10070
 wbportfolio/viewsets/configs/display/products.py,sha256=8Ssmb4IjqXwTX81aKmLVbmWZcD_8uHa08vieO6cgjoM,10686
-wbportfolio/viewsets/configs/display/rebalancing.py,sha256=8B4OG9SYQGc_sVL0BjxfHGVM7QS7-hNHcnYxYvTq5TI,1112
+wbportfolio/viewsets/configs/display/rebalancing.py,sha256=3A5JFy6-lMcsyoUCW5qPBpwfKqVQRXUA2qDrDz4Yjlc,1108
 wbportfolio/viewsets/configs/display/reconciliations.py,sha256=YvMAuwmpX0HExvGsuf5UvcRQxe4eMo1iyNJX68GGC_k,6021
 wbportfolio/viewsets/configs/display/registers.py,sha256=1np75exIk5rfct6UkVN_RnfJ9ozvIkcWJgFV4_4rJns,3182
 wbportfolio/viewsets/configs/display/roles.py,sha256=SFUyCdxSlHZ3NsMrJmpVBSlg-XKGaEFteV89nyLMMAQ,1815
@@ -499,13 +508,14 @@ wbportfolio/viewsets/configs/endpoints/rebalancing.py,sha256=D0VqMkWUeC-4mSN-GbZ
 wbportfolio/viewsets/configs/endpoints/reconciliations.py,sha256=xriq1KSctxQa6AE9SgkupMPVa9807OyYSIYhWk9WBpM,1059
 wbportfolio/viewsets/configs/endpoints/roles.py,sha256=5Nwi2sdUYc85YL0wJ7SUtt87ZBTOVdFnEexUgVrmcX4,367
 wbportfolio/viewsets/configs/endpoints/trades.py,sha256=x6GwKkjZjBrRSZPorlIQdL3VPBUJVXjgn4v3HSLI2G8,1808
-wbportfolio/viewsets/configs/menu/__init__.py,sha256=3rcUt24ye5Rdzt7bpbvkUqQS6F4uy6iiHjIixPbm16I,1137
+wbportfolio/viewsets/configs/menu/__init__.py,sha256=36o0jtf8dAKNnRA84QWQoihu9YG5QnKACFhAXU6M3CY,1179
 wbportfolio/viewsets/configs/menu/adjustments.py,sha256=sQ25Jp2N8nsLSUOEJTJUBE0Y7bIPHK4Y6LE0e1OzX38,316
 wbportfolio/viewsets/configs/menu/assets.py,sha256=FkddF1_mu01e1mnkJkXPQcE0izI0Q3wU7VBFIkeT-Qw,340
 wbportfolio/viewsets/configs/menu/claim.py,sha256=Q9Gf2spOB_S41ItzAJ7D9ARowxtVrLLBTeA757nXn38,1414
 wbportfolio/viewsets/configs/menu/custodians.py,sha256=W01URxeqDzcu--5R51QCBzbhSZ38Ruix5_ES5zI6Gp8,360
 wbportfolio/viewsets/configs/menu/fees.py,sha256=iYAMzavfTKSYo6CBzVrSggxl7kKwE1h_jHGCgV4pYm8,499
 wbportfolio/viewsets/configs/menu/instrument_prices.py,sha256=9bYMHq7AoPnaqdZ_6w3sEpk4X8Ptr_RnTlwxoE8lVow,358
+wbportfolio/viewsets/configs/menu/orders.py,sha256=zyTvKDfRwoWjPP3IYLpufudtrRxrPTkoVBsnHvml6TY,426
 wbportfolio/viewsets/configs/menu/portfolio_cash_flow.py,sha256=JqTtceY6cH0fldMMT4AbEtrG855LWSJn4SG45-2-xec,343
 wbportfolio/viewsets/configs/menu/portfolios.py,sha256=ezR5a1gwAbjsdNV9YsfZ-c1f_oRFHpFhRQlU2x-VPV8,467
 wbportfolio/viewsets/configs/menu/positions.py,sha256=ejq6ZMcaYptogh8UMX-jwRdxXi8I2MsCcanYJanxesI,608
@@ -536,15 +546,15 @@ wbportfolio/viewsets/configs/titles/registers.py,sha256=-C-YeGBhGva48oER6EIQ8CxW
 wbportfolio/viewsets/configs/titles/roles.py,sha256=9LoJa3jgenXJ5UWRlIErTzdbjpSWMKsyJZtv-eDRTK4,739
 wbportfolio/viewsets/configs/titles/trades.py,sha256=29XCLxvY0Xe3a2tjCno3tN2rRXCr9RWpbWnzurJfnYI,1986
 wbportfolio/viewsets/orders/__init__.py,sha256=N8v9jdEXryOzrLlc7ML3iBCO2lmNXph9_TWoQ7PTvi4,195
-wbportfolio/viewsets/orders/order_proposals.py,sha256=RTxOT9gH8_5Dcm4DGrnrk86ExqNoEHHo8tgh38OtIoo,6356
-wbportfolio/viewsets/orders/orders.py,sha256=u3tRqio-oCnmqhC5jmn_EDKoNrF1xXMgOu2c2BfqNS8,10851
+wbportfolio/viewsets/orders/order_proposals.py,sha256=-VmvLEtL6-lhqT3WuyZlwnH1XFHpzuT9JBQclhRlNkY,8289
+wbportfolio/viewsets/orders/orders.py,sha256=ENFcW4feaazV1FupeI5UiE4W9wv0k8b57ypDB7gr1KA,10928
 wbportfolio/viewsets/orders/configs/__init__.py,sha256=5MU57JXiKi32_PicHtiNr7YHmMN020FrlF5NFJf_Wds,94
 wbportfolio/viewsets/orders/configs/buttons/__init__.py,sha256=EHzNmAfa0UQFITEF-wxj_s4wn3Y5DE3DCbEUmmvCTIs,106
-wbportfolio/viewsets/orders/configs/buttons/order_proposals.py,sha256=loDbYz5_7FACheiooghIAQLSqascLxdF2bTVxPvRVmE,4192
+wbportfolio/viewsets/orders/configs/buttons/order_proposals.py,sha256=1BPkIYv0-K2DDGa4Gua2_Pxsx7fNurTZ2tYNdL66On0,6495
 wbportfolio/viewsets/orders/configs/buttons/orders.py,sha256=GDO4Y33wkjhDxzpf7B1d_rKzAixegLv5rHam1DV3WkM,290
 wbportfolio/viewsets/orders/configs/displays/__init__.py,sha256=__YJBbz_ZnKpE8WMMDR2PC9Nng-EVlRpGTEQucdrhRA,108
-wbportfolio/viewsets/orders/configs/displays/order_proposals.py,sha256=Iy195FwD2KGxxNWYspAj7CKQ0assL_wtQx0hN7KMz9o,4985
-wbportfolio/viewsets/orders/configs/displays/orders.py,sha256=8YW5Sncmowl5eLbnuUkD5xQXnP4P3vM6aBXNvolFG1s,7007
+wbportfolio/viewsets/orders/configs/displays/order_proposals.py,sha256=1HnQGR8WFSWHfugEhbTrCaxZ5pabzH8iaLKVBb_Fowc,7282
+wbportfolio/viewsets/orders/configs/displays/orders.py,sha256=R1oaDTGosL430xnYZpJz7ihnCOCO6eAFhDQz-wGYT24,7611
 wbportfolio/viewsets/orders/configs/endpoints/__init__.py,sha256=IB8GEadiEtBDclhkgpcJGXWfCF6qRK_42hxJ4pcdZDU,148
 wbportfolio/viewsets/orders/configs/endpoints/order_proposals.py,sha256=fY3y2YWR9nY-KE8k078NszDsnwOgqOIjHUgLvQjDivU,822
 wbportfolio/viewsets/orders/configs/endpoints/orders.py,sha256=Iic9RWLHiP2zxq6xve99lwVYCSMLX4T2euS7cJh-uOQ,1088
@@ -555,7 +565,7 @@ wbportfolio/viewsets/transactions/claim.py,sha256=Pb1WftoO-w-ZSTbLRhmQubhy7hgd68
 wbportfolio/viewsets/transactions/fees.py,sha256=WT2bWWfgozz4_rpyTKX7dgBBTXD-gu0nlsd2Nk2Zh1Q,7028
 wbportfolio/viewsets/transactions/mixins.py,sha256=WipvJoi5hylkpD0y9VATe30WAcwIHUIroVkK10FYw7k,636
 wbportfolio/viewsets/transactions/trades.py,sha256=xBgOGaJ8aEg-2RxEJ4FDaBs4SGwuLasun3nhpis0WQY,12363
-wbportfolio-1.54.23.dist-info/METADATA,sha256=T5JCRTfsyGdh4UnE0qS0YtJHigKneYf8D7-5mT_ixLw,752
-wbportfolio-1.54.23.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
-wbportfolio-1.54.23.dist-info/licenses/LICENSE,sha256=jvfVH0SY8_YMHlsJHKe_OajiscQDz4lpTlqT6x24sVw,172
-wbportfolio-1.54.23.dist-info/RECORD,,
+wbportfolio-1.55.0.dist-info/METADATA,sha256=s1b7Uq_ApxcCUFeHjg2DpMT-MGVZjDLzo_8TRrGPTao,751
+wbportfolio-1.55.0.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
+wbportfolio-1.55.0.dist-info/licenses/LICENSE,sha256=jvfVH0SY8_YMHlsJHKe_OajiscQDz4lpTlqT6x24sVw,172
+wbportfolio-1.55.0.dist-info/RECORD,,