wbportfolio 1.55.8__py2.py3-none-any.whl → 1.55.10rc0__py2.py3-none-any.whl

wbportfolio/tests/models/test_portfolios.py

@@ -924,13 +924,13 @@ class TestPortfolioModel(PortfolioTestMixin):
 
         analytic_portfolio = portfolio.get_analytic_portfolio(weekday)
         assert analytic_portfolio.weights.tolist() == [float(a1.weighting), float(a2.weighting)]
-        expected_X = pd.DataFrame(
+        expected_x = pd.DataFrame(
             [[float(p11.net_value / p10.net_value - Decimal(1)), float(p21.net_value / p20.net_value - Decimal(1))]],
             columns=[i1.id, i2.id],
             index=[(weekday + BDay(1)).date()],
         )
-        expected_X.index = pd.to_datetime(expected_X.index)
-        pd.testing.assert_frame_equal(analytic_portfolio.X, expected_X, check_names=False, check_freq=False)
+        expected_x.index = pd.to_datetime(expected_x.index)
+        pd.testing.assert_frame_equal(analytic_portfolio.X, expected_x, check_names=False, check_freq=False)
 
     def test_get_total_asset_value(self, weekday, portfolio, asset_position_factory):
         a1 = asset_position_factory.create(date=weekday, portfolio=portfolio)
@@ -1010,7 +1010,7 @@ class TestPortfolioModel(PortfolioTestMixin):
         assert len(res) == 1
         assert a.date == weekday
         assert a.underlying_quote == instrument
-        assert a.underlying_quote_price == None
+        assert a.underlying_quote_price is None
         assert a.initial_price == p.net_value
         assert a.weighting == pytest.approx(weights[instrument.id], abs=Decimal(10e-6))
         assert a.currency_fx_rate_portfolio_to_usd == fx_portfolio
@@ -1053,7 +1053,7 @@ class TestPortfolioModel(PortfolioTestMixin):
         assert next(gen)[0] == middle_date, "Drifting weight with a non automatic rebalancer stops the iteration"
         try:
             next(gen)
-            assert False, "the next iteration should stop and return the rebalancing"
+            raise AssertionError("the next iteration should stop and return the rebalancing")
         except StopIteration as e:
             rebalancing_order_proposal = e.value
             assert rebalancing_order_proposal.trade_date == rebalancing_date

wbportfolio/tests/models/test_splits.py

@@ -14,10 +14,6 @@ fake = Faker()
 
 @pytest.mark.django_db
 class TestAdjustmentModel:
-    @pytest.fixture()
-    def applied_adjustment(self):
-        return AdjustmentFactory.create(status=Adjustment.Status.APPLIED)
-
     @pytest.fixture()
     def old_adjustment(self):
         return AdjustmentFactory.create(status=Adjustment.Status.PENDING, date=fake.past_date())
@@ -205,7 +201,7 @@ class TestAdjustmentModel:
         post_adjustment_on_prices(adjustment.id)
         a1.refresh_from_db()
         adjustment.refresh_from_db()
-        a1.applied_adjustment == adjustment
+        assert a1.applied_adjustment == adjustment
         assert adjustment.status == Adjustment.Status.APPLIED
 
     @patch("wbportfolio.models.adjustments.send_notification")
@@ -230,5 +226,4 @@ class TestAdjustmentModel:
         mock_check_fct.return_value = False
         post_adjustment_on_prices(adjustment.id)
         adjustment.refresh_from_db()
-        mock_delay_fct.call_args[0] == user_porftolio_manager.id
         assert adjustment.status == Adjustment.Status.PENDING

wbportfolio/tests/viewsets/test_products.py

@@ -23,6 +23,7 @@ class TestProductModelViewSet:
             portfolio_factory.create_batch(4, invested_timespan=DateRange(date.min, date.max))
             + portfolio_factory.create_batch(2, invested_timespan=DateRange(date.min, date.max)),
             product_factory.create_batch(6),
+            strict=False,
         ):
             InstrumentPortfolioThroughModel.objects.update_or_create(
                 instrument=product, defaults={"portfolio": portfolio}

wbportfolio/viewsets/charts/assets.py

@@ -101,7 +101,9 @@ class AbstractDistributionMixin(UserPortfolioRequestPermissionMixin):
             columns = {}
             level_representations = self.classification_group.get_levels_representation()
             for key, label in zip(
-                reversed(self.classification_group.get_fields_names(sep="_")), reversed(level_representations[1:])
+                reversed(self.classification_group.get_fields_names(sep="_")),
+                reversed(level_representations[1:]),
+                strict=False,
             ):
                 columns[key] = label
             columns["label"] = "Classification"
@@ -169,8 +171,8 @@ class AbstractDistributionMixin(UserPortfolioRequestPermissionMixin):
                 dict(Classification.objects.filter(id__in=df["classification"].dropna()).values_list("id", "name"))
             )
         elif self.group_by == AssetPositionGroupBy.CASH:
-            df.loc[df["id"] == True, "label"] = "Cash"
-            df.loc[df["id"] == False, "label"] = "Non-Cash"
+            df.loc[df["id"], "label"] = "Cash"
+            df.loc[~df["id"], "label"] = "Non-Cash"
         elif self.group_by == AssetPositionGroupBy.COUNTRY:
             df["label"] = df["id"].map(dict(Geography.objects.filter(id__in=df["id"]).values_list("id", "name")))
         elif self.group_by == AssetPositionGroupBy.CURRENCY:
@@ -307,7 +309,7 @@ class ContributorPortfolioChartView(UserPortfolioRequestPermissionMixin, viewset
 
             text_forex = df_forex.contribution_forex.apply(lambda x: f"{x:,.2%}")
             text_equity = contribution_equity.apply(lambda x: f"{x:,.2%}")
-            setattr(self, "nb_rows", df.shape[0])
+            self.nb_rows = df.shape[0]
             fig.add_trace(
                 go.Bar(
                     y=df.instrument_id,

wbportfolio/viewsets/configs/buttons/mixins.py

@@ -7,7 +7,7 @@ from wbfdm.models.instruments import Instrument
 
 class InstrumentButtonMixin:
     @classmethod
-    def add_instrument_request_button(self, request=None, view=None, pk=None, **kwargs):
+    def add_instrument_request_button(cls, request=None, view=None, pk=None, **kwargs):
         buttons = [
             bt.WidgetButton(key="assets", label="Implemented Portfolios (Assets)"),
             # bt.WidgetButton(
@@ -44,7 +44,7 @@ class InstrumentButtonMixin:
         )
 
     @classmethod
-    def add_transactions_request_button(self, request=None, view=None, pk=None, **kwargs):
+    def add_transactions_request_button(cls, request=None, view=None, pk=None, **kwargs):
         return bt.DropDownButton(
             label="Transactions",
             icon=WBIcon.UNFOLD.icon,

wbportfolio/viewsets/configs/display/reconciliations.py

@@ -49,14 +49,14 @@ class AccountReconciliationLineDisplayViewConfig(DisplayViewConfig):
         ]
         editable = [dp.FormattingRule(style={"fontWeight": "bold"})]
         equal = [dp.FormattingRule(condition=("==", False, "is_equal"), style={"backgroundColor": "orange"})]
-        borderLeft = [
+        border_left = [
             dp.FormattingRule(
                 style={
                     "borderLeft": "1px solid #bdc3c7",
                 }
             )
         ]
-        borderRight = [
+        border_right = [
             dp.FormattingRule(
                 style={
                     "borderRight": "1px solid #bdc3c7",
@@ -111,7 +111,7 @@ class AccountReconciliationLineDisplayViewConfig(DisplayViewConfig):
                             key="shares_external",
                             label="Shares",
                             width=90,
-                            formatting_rules=[*equal, *editable, *borderLeft],
+                            formatting_rules=[*equal, *editable, *border_left],
                         ),
                         dp.Field(
                             key="nominal_value_external",
@@ -128,7 +128,7 @@ class AccountReconciliationLineDisplayViewConfig(DisplayViewConfig):
                             key="assets_under_management_external",
                             label="AuM",
                             width=120,
-                            formatting_rules=[*equal, *borderRight],
+                            formatting_rules=[*equal, *border_right],
                         ),
                     ],
                 ),

wbportfolio/viewsets/orders/configs/displays/order_proposals.py

@@ -132,12 +132,12 @@ class OrderProposalDisplayConfig(DisplayViewConfig):
                     layouts={
                         default(): Layout(
                             grid_template_areas=[
-                                ["status", "status", "status"],
-                                ["trade_date", "total_cash_weight", "min_order_value"],
-                                ["rebalancing_model", "target_portfolio", "target_portfolio"]
+                                ["status", "status", "status", "status"],
+                                ["trade_date", "total_cash_weight", "min_order_value", "min_weighting"],
+                                ["rebalancing_model", "rebalancing_model", "target_portfolio", "target_portfolio"]
                                 if self.view.new_mode
-                                else ["rebalancing_model", "creator", "approver"],
-                                ["comment", "comment", "comment"],
+                                else ["rebalancing_model", "rebalancing_model", "creator", "approver"],
+                                ["comment", "comment", "comment", "comment"],
                             ],
                         ),
                     },

{wbportfolio-1.55.8.dist-info → wbportfolio-1.55.10rc0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wbportfolio
-Version: 1.55.8
+Version: 1.55.10rc0
 Author-email: Christopher Wittlinger <c.wittlinger@stainly.com>
 License-File: LICENSE
 Requires-Dist: cryptography==3.4.*

{wbportfolio-1.55.8.dist-info → wbportfolio-1.55.10rc0.dist-info}/RECORD

@@ -4,14 +4,14 @@ wbportfolio/constants.py,sha256=86bfJ-xAyJQGv8DDxhVP_BM7Jr_lxQMhe4SkrxpfN_c,119
 wbportfolio/dynamic_preferences_registry.py,sha256=SV-4JWBZBYhXt5cNMglx-yRJhxpejP_jo157ghjq2q0,2294
 wbportfolio/permissions.py,sha256=F147DXfitbw6IdMQGEFfymCJkiG5YGkWKsLdVVliPyw,320
 wbportfolio/preferences.py,sha256=JpowIFTrnjfomogJNrYmmfv7V35bRZNNGL_zooKzEhc,465
-wbportfolio/tasks.py,sha256=619LS4AN1-5RqdtwwLODdXA-IJKs5OA93JyLEnIJy4g,1969
+wbportfolio/tasks.py,sha256=fjmG0FrCkwoHKDk7re6-vjKpI0q_HFtYLF8cddZHvnw,3243
 wbportfolio/urls.py,sha256=PE9UwW2RR8FEUnPc3foaDIW7T49vTwO1TyBPYaSorw0,10539
 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=XPiVGBRDD7SV7YvSDv9pAo513IjIbEOBS_pcvVP_UfQ,440
-wbportfolio/admin/portfolio.py,sha256=ihAYlvx7vvRbFMIKobo-VokYfvlTowGDzcSmlXHCJDY,3873
+wbportfolio/admin/portfolio.py,sha256=OiUFpxqK7V0iL8dO6LxE_LOepvr20b2CIDRiKPkdEns,4063
 wbportfolio/admin/portfolio_relationships.py,sha256=mLRQUvezcUQfEls0p6pe0P1qVf335zD5pX4eRVf119M,711
 wbportfolio/admin/product_groups.py,sha256=0iXpoj-gGwLeF6BmCohX7d5qrVhCgIxNWUQmJcM67q0,1391
 wbportfolio/admin/products.py,sha256=vEtUpSlnCLLCs4SXkI5UFO7iPsXhRUk7PsNvfD7FS40,2550
@@ -30,7 +30,7 @@ wbportfolio/admin/transactions/trades.py,sha256=LanpSm6iaR9cmNvSJwpRFPkOgN46K_Y9
 wbportfolio/analysis/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/analysis/claims.py,sha256=wcTniEVdDnmME8LHrYbo-WWpQ5EzNPgAT2KJIGQ0IIA,10688
 wbportfolio/api_clients/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/api_clients/ubs.py,sha256=pB_urTr8x8YCW28c_hK7DeCzAx07VeLZ27TamrZln2k,6598
+wbportfolio/api_clients/ubs.py,sha256=DezqTcZ_TJnMsTRQnnHisWCu_Vxx-CtE0pwr_SYQBi0,6742
 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
@@ -38,18 +38,18 @@ wbportfolio/contrib/company_portfolio/apps.py,sha256=0oNM07ecjGE4nU0zzUWuQI_LPq4
 wbportfolio/contrib/company_portfolio/constants.py,sha256=5twPBUq9MlNzepwkmleA0pm_eeTlg2e3VqLP8OFfKVE,62
 wbportfolio/contrib/company_portfolio/dynamic_preferences_registry.py,sha256=k69EVXR2n9Ovzy4rmXCFCQRt0YampqniG7tlkcc9dN0,2700
 wbportfolio/contrib/company_portfolio/factories.py,sha256=LvEYhBURUz3aK5KtTshBZpU66ph_DbLXKKDzf3Sw4Vo,1243
-wbportfolio/contrib/company_portfolio/filters.py,sha256=dSFPojkTJaHlXyi8CTLii64ilBEV14Z8uKPlHOIOhDY,4850
+wbportfolio/contrib/company_portfolio/filters.py,sha256=jLDo3PRhofuqR2EA7G2R2aiAd_pTCZO4BvUZh0AN1HQ,4995
 wbportfolio/contrib/company_portfolio/management.py,sha256=CofBifGGGKfA06uWRDWXY_9y7y-PGNRz3VhsVaDeAz8,857
 wbportfolio/contrib/company_portfolio/models.py,sha256=dfrIR6sI3He1TIHCjdAP3yIZ0cPvc97ZUX_ZzkkhzGg,12943
-wbportfolio/contrib/company_portfolio/scripts.py,sha256=THDWK967NdEOD9gtAjIgtJzZAvu1FAQjp58VIZLyQpo,2304
+wbportfolio/contrib/company_portfolio/scripts.py,sha256=wFfc1L-it0UTaBwNFs8hhGARbJoaNzmnlsXh6KEbslU,2497
 wbportfolio/contrib/company_portfolio/serializers.py,sha256=Y4Osxp0M7m_wy7DSbOt7ESfbob8KrfPBCnbzAuEsmmk,12160
 wbportfolio/contrib/company_portfolio/tasks.py,sha256=ZXezolvlj8_b5hvfcjH5IO5tXvwb8goNG8xPfk6YFNA,835
 wbportfolio/contrib/company_portfolio/urls.py,sha256=eyq6IpaDPG1oL8-AqPS5nC5BeFewKPA1BN_HI7M3i1c,1118
 wbportfolio/contrib/company_portfolio/viewsets.py,sha256=o-_D_bEt283xngDbsMwdRQxFyuK7rfSChI8u5dGYyLM,8312
 wbportfolio/contrib/company_portfolio/configs/__init__.py,sha256=AVH0v-uOJBPRKggz7fO7IpRyVJ1YlQiF-if_cMsOvvM,72
-wbportfolio/contrib/company_portfolio/configs/display.py,sha256=D_OxIGlNivNIKqNlvIB4YeBS6fyrDqM77FoccmZJ9-o,6294
+wbportfolio/contrib/company_portfolio/configs/display.py,sha256=wuscS82RDL5uTfXOmpAp_4EyTUyDAgmvUlEHg4ro7_Q,6372
 wbportfolio/contrib/company_portfolio/configs/endpoints.py,sha256=QWkxvGOjCyPtB9cIc9hQHcqkeZv_KEvfGue-JgAn2p4,1662
-wbportfolio/contrib/company_portfolio/configs/previews.py,sha256=UwJ2kMEkV2bszlmSPZAN_DrCCVEUFhF9_dLn7u5c9mY,1384
+wbportfolio/contrib/company_portfolio/configs/previews.py,sha256=pSZTESST-s8yBhKDcnpB_eGjufrp4NYAqlIGxEN8TOM,1395
 wbportfolio/contrib/company_portfolio/migrations/0001_initial.py,sha256=WAB7FJL4PdMhQAB-k_tZcMZ2SjAOmqHKj86NrzxWbXE,9856
 wbportfolio/contrib/company_portfolio/migrations/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/contrib/company_portfolio/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
@@ -70,8 +70,8 @@ wbportfolio/factories/portfolio_cash_flow.py,sha256=e8LWkk5Gy0FU4HoCL9xPseCtLlVI
 wbportfolio/factories/portfolio_cash_targets.py,sha256=6bYaKjV56yRbjRaQzime218Dho652pcpkAqwhq63D3g,678
 wbportfolio/factories/portfolio_swing_pricings.py,sha256=CLT9AgZKPwChfPDATl-r2r8IVsM5U6S5gDJ8BzsweyI,828
 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/product_groups.py,sha256=0vo3wjHBST3kmkXYt3llSUFN8QEomAQLDpt2hSBkkvw,1951
+wbportfolio/factories/products.py,sha256=yNGCCqKFNhTI76Qb046s8I34V26cuyMtJ64Ugxpznnc,2868
 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
@@ -79,8 +79,6 @@ wbportfolio/factories/trades.py,sha256=ZHfj20KjeTu57sNaZzfSw2JqCoI9q4BjfPp5qRMVs
 wbportfolio/factories/orders/__init__.py,sha256=QG7on_F9GiuJgvGbM0BNDVdfGwwBz_WGbmCFNbKPZzc,83
 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=v7UmrQhHAgJOQ3AC3VRvJ4YIKveqsqyWnvM33UQOUDI,1367
 wbportfolio/filters/__init__.py,sha256=m44CdyYMtku8rMGyiX8KSmMdvyqaElKW4UMkEqOC1VM,1374
 wbportfolio/filters/assets.py,sha256=rvBNtQ8OcvYXSmaVdgjH7IITvaBZ558Y9sCj0B_WDpw,18866
 wbportfolio/filters/assets_and_net_new_money_progression.py,sha256=IYl_qMFO9QKhXhCTtz2JrOjlAKdEkykNlu4DO_H7HkQ,1403
@@ -105,7 +103,7 @@ wbportfolio/fixtures/product_factsheets.yaml,sha256=z5o-viDbgwWkssDJXZYayasFgw1n
 wbportfolio/fixtures/wbportfolio.yaml.gz,sha256=902nxQZM6VcVcc0wI9AYaSedcJIfsK5letLF31j1Jdg,1479453
 wbportfolio/fixtures/wbrisk_management.yaml.gz,sha256=alFDRu8S9R6IsaIkpJe_v36B2GvHgHeNJVumUB5m_NQ,155413
 wbportfolio/import_export/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/import_export/utils.py,sha256=mzybnwU2y-NOk43QDNDlOCaSPO-0BFlSX_X8uxplNiY,1083
+wbportfolio/import_export/utils.py,sha256=Za6gycrXxXIupqn5EJdgEWaee7FPtk0R33kJm4uogos,1145
 wbportfolio/import_export/backends/__init__.py,sha256=Ki5jE95usAbxfV3zeZMkAmjh7G8TodBkKTDBPa_HJX0,40
 wbportfolio/import_export/backends/utils.py,sha256=nM0i5rhQ66Vgm7WH3jIiNvNGuC-Cy_vtXkSzrUiGc0Q,1355
 wbportfolio/import_export/backends/refinitiv/adjustment.py,sha256=ahVjWMHY1FuuDnMeascAlVUa3Mys6rvROG1uKDq6QeA,1554
@@ -120,25 +118,25 @@ 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=LcJaHwxqoRWclBDOhaxTI7_MFqUXtUt99EJsV45ZqSo,9125
-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/asset_position.py,sha256=VNfPOmUta5f4YO_nRFvsiVeGaDwzLF1QDhXFQd0fCX4,9137
+wbportfolio/import_export/handlers/dividend.py,sha256=34iu1SfnyCVSObklo9eiF-ECTQhSvkiZn2pUmrWOaV4,4408
+wbportfolio/import_export/handlers/fees.py,sha256=RoOaBwnIMzCx5q7qSzCQbS3L_eOa9Y-RSZ_ZG3QHbNo,2507
 wbportfolio/import_export/handlers/orders.py,sha256=GU3_tIy-tAw9aU-ifsnmMZPBB9sqfkFC_S1d9VziTwg,3136
 wbportfolio/import_export/handlers/portfolio_cash_flow.py,sha256=W7QPNqEvvsq0RS016EAFBp1ezvc6G9Rk-hviRZh8o6Y,2737
 wbportfolio/import_export/handlers/register.py,sha256=sYyXkE8b1DPZ5monxylZn0kjxLVdNYYZR-p61dwEoDM,2271
-wbportfolio/import_export/handlers/trade.py,sha256=xHg_4LMuMFRN49vEguIBDujM7vZxuhnEYMj95ZJ3s0E,11175
+wbportfolio/import_export/handlers/trade.py,sha256=TvnL0IhEzoEXxyr7o3a4id6fkB4InJfScUZC1YPfNq0,11187
 wbportfolio/import_export/parsers/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/import_export/parsers/default_mapping.py,sha256=KrO-X5CvQCeQoBYzFDxavoQGriyUSeI2QDx5ar_zo7A,1405
+wbportfolio/import_export/parsers/default_mapping.py,sha256=YdqvoRNo4CbMnMpeYA5DSHSj9fc7rZA4_q9Zeojg344,1393
 wbportfolio/import_export/parsers/jpmorgan/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/import_export/parsers/jpmorgan/customer_trade.py,sha256=fj80hTkNxMR8boz1FzNoIJcwL1WuoVxX4_HV5o4CHL0,2812
-wbportfolio/import_export/parsers/jpmorgan/fees.py,sha256=_I3WdPcu5Z0cblOVnkDgOVm9tmH2YhgXdJqRwpkkcwA,2075
-wbportfolio/import_export/parsers/jpmorgan/strategy.py,sha256=OAIKv9NyKj8WiWLXsVIj7ujjfxBl5OLCNNXlx0oJIiE,4463
-wbportfolio/import_export/parsers/jpmorgan/valuation.py,sha256=GjOi5sztimefGNI2EgMtyTsdm_pwqR-Cyv_rEwwrr6Y,1214
+wbportfolio/import_export/parsers/jpmorgan/customer_trade.py,sha256=yv01rA9KNzjqe24Ho647fSoPl34jG9Z-QFe0iaKRZKA,2868
+wbportfolio/import_export/parsers/jpmorgan/fees.py,sha256=9F5fZP3rUwUZFq4UPQZRo1zdKsT-E9AHfr12DLFUB-g,2096
+wbportfolio/import_export/parsers/jpmorgan/strategy.py,sha256=ROjZmmkQxxgzKSljyJsEsibWgUcDg5dxS5WonCbppKw,4484
+wbportfolio/import_export/parsers/jpmorgan/valuation.py,sha256=exNIIyxRwdGw-FWjbGUeqeIiXPkSmHWVrUDAdwD7H4g,1235
 wbportfolio/import_export/parsers/leonteq/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/leonteq/customer_trade.py,sha256=GdqCRWx-D-Z8yvBQU41MWj4j-X2BAnbJ6oAL6sdTnIQ,1896
 wbportfolio/import_export/parsers/leonteq/equity.py,sha256=Lr3nRPBa9Vg3_CQnuwpzyY0W8fG_pba0spASec9fYeU,3758
 wbportfolio/import_export/parsers/leonteq/fees.py,sha256=SJaYGURhSdBCf4jFaQAN9t5noT_nU9XpQbaLIs2nNQo,2652
-wbportfolio/import_export/parsers/leonteq/trade.py,sha256=C52EbtkdNoezIxqhSXAKmMZjOvqAzryu1HbgFOemTxI,3349
+wbportfolio/import_export/parsers/leonteq/trade.py,sha256=pKtUT7kcZ6YkSS_eYAUsWjGiTpf-ODU3YhZRUS8O828,3371
 wbportfolio/import_export/parsers/leonteq/valuation.py,sha256=s9ovRv4Cx4cFQhjElPCTrguy4Q3iCzbt22TS7Kc3Jl0,1259
 wbportfolio/import_export/parsers/natixis/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/natixis/customer_trade.py,sha256=YFqneuhkwGEF5NSZ6r2Fgf8xnOUCgVN2Vjv0oyPDlIY,2498
@@ -151,7 +149,7 @@ wbportfolio/import_export/parsers/natixis/dividend.py,sha256=qx8DXu6NXMy1M_iunA4
 wbportfolio/import_export/parsers/natixis/equity.py,sha256=GSObiFxvhlbGuSZnJq-D8yRgLlsAxJ4oMxYeR6GmFNE,2501
 wbportfolio/import_export/parsers/natixis/fees.py,sha256=oIC9moGm4s-6525q4_Syt4Yexj3SDgB5kYSfcsdzLcY,1666
 wbportfolio/import_export/parsers/natixis/trade.py,sha256=BJum1W0fYe9emHU7RgL-AjHkiclrckQYkG8VkyCnfvM,2579
-wbportfolio/import_export/parsers/natixis/utils.py,sha256=oa9ENQDfOp2dWfg-ohA5TanCCMx56BnZkQ-U6XlVaBs,2782
+wbportfolio/import_export/parsers/natixis/utils.py,sha256=oy0Qq_f7lqOcAoK5sKZ3s_sdfiouJMRtajdy_Q_-8Gc,2828
 wbportfolio/import_export/parsers/natixis/valuation.py,sha256=qk5eDz-b9bIttDGnZxQZnm9pDIalb-LCGxmeTyMKRmQ,1523
 wbportfolio/import_export/parsers/refinitiv/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/refinitiv/adjustment.py,sha256=64AQoLOZQWn5HCLpflJ4OgQB3gCB3w_6Y4YLhcmuClg,819
@@ -161,28 +159,28 @@ 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=IRwjeQmNFGuALUCWpWXWtflUEjl5qKyJumlQIAHmOPk,6076
+wbportfolio/import_export/parsers/sg_lux/equity.py,sha256=ABDvdVmpGE13RUkKpC6OpgrrQ91U45lbmG_r3JRx4b4,6119
 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
 wbportfolio/import_export/parsers/sg_lux/portfolio_future_cash_flow.py,sha256=2kkEOwZz1hwiPB9rlMp_vkv5azMrJUfyWl7GMaAwGUc,1074
 wbportfolio/import_export/parsers/sg_lux/registers.py,sha256=NPkIAY5vJ40_EweQNjgiDVpi-HBK2OFFjwxXhWp85d0,6288
-wbportfolio/import_export/parsers/sg_lux/sylk.py,sha256=1ThyjneFFe_gNLDHeXQFdWIyanyktxm62P-Ta5Sm1v4,7656
+wbportfolio/import_export/parsers/sg_lux/sylk.py,sha256=vwOjvOUulrFIxB8C47eu2y9vBgN8BzT6KaXeLtVR1bI,7707
 wbportfolio/import_export/parsers/sg_lux/utils.py,sha256=xrtEkdz_ypGFRTWn3-Kz6GzqhxY9mexSdWImBEc9xT8,1307
-wbportfolio/import_export/parsers/sg_lux/valuation.py,sha256=tmc-KHcRUHjTZVck8vzUIoN4Fcb-_zevmET4ZkkRlak,1788
+wbportfolio/import_export/parsers/sg_lux/valuation.py,sha256=Y2SUBsswsWf9uUUkiO7SMSBQHGTJj4qu9aL7AfvH4-o,1832
 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=b0U3ZU1pyi5dbE678lD2M636v8mw6KjVBFUwJbP6yqk,4503
+wbportfolio/import_export/parsers/societe_generale/strategy.py,sha256=pY80JDCa0ITVHNZkM2VYY_75elSCV7zlo1qh1ZXVEW0,4513
 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
+wbportfolio/import_export/parsers/tellco/customer_trade.py,sha256=UAVcEC7Ff2Qa2-vnL2-NaRxFrqxA9HW0erMBm2RzrbQ,2157
 wbportfolio/import_export/parsers/tellco/equity.py,sha256=3mPqh-kridsNCy5K4sa43SRsZIzNnRCr_3qGYlm356Q,3353
-wbportfolio/import_export/parsers/tellco/valuation.py,sha256=QM8fYYOESGocACSbJnqD-1TtSYxOXOkkT7oLY6XY10Y,1642
+wbportfolio/import_export/parsers/tellco/valuation.py,sha256=LwZLY1sy2sIjZXMezfZkBzvc6MeluM8xnuuDn4QGDQs,1685
 wbportfolio/import_export/parsers/ubs/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/ubs/customer_trade.py,sha256=PYXVZRBoI0B6NJGhHoTboBzfA-U16hrIDDdPu--RLNs,2089
-wbportfolio/import_export/parsers/ubs/equity.py,sha256=a3Hv6kjE__VUSdkE2TJ4NBCyVvnt34bPO-uZPR7pcEM,3471
+wbportfolio/import_export/parsers/ubs/equity.py,sha256=_QMvNbwPCT20rbPtobGhG5vXLHglh8Bu45taDXIIBhs,3493
 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/valuation.py,sha256=Mz1uq7ftQgcBFVEfp3E0NfeTPQLj4i07HUTRF3jqCds,1619
 wbportfolio/import_export/parsers/ubs/api/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/ubs/api/asset_position.py,sha256=vDpGuHDvn0c-x72WVQtIqUc15UxoAQL-XFOsKzNoBjk,4136
 wbportfolio/import_export/parsers/ubs/api/fees.py,sha256=W6KfZn185nwXePwxL90Jp3Y_HCtkEzivuSSv2IfT2qs,1068
@@ -212,7 +210,7 @@ wbportfolio/locale/fr/LC_MESSAGES/django.mo,sha256=t4lh3zX7kshbDAFzXa5HU_YGPXkPz
 wbportfolio/locale/fr/LC_MESSAGES/django.po,sha256=EdY0xnTQG8al2Fi_Ml2rxEZ7cr-YhRkAT2G3ABjhAZI,5266
 wbportfolio/metric/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/metric/backends/__init__.py,sha256=jfim5By5KqXfraENRFlhXy3i3gIzmElD6sfwL3qK2KM,108
-wbportfolio/metric/backends/base.py,sha256=Dv9uTAPizUJtGraTPMaSnrqWpJJSr-ftPid4wttQhkI,2787
+wbportfolio/metric/backends/base.py,sha256=y4bwa7DW5GmTjSmdHgtOnz3BmMlMi_xuoyB0zk_p86Y,2789
 wbportfolio/metric/backends/constants.py,sha256=NU5BlMb_HIiN9NWtw_hSfWK0y0q4W9-HQG7eJoZqI_g,7373
 wbportfolio/metric/backends/portfolio_base.py,sha256=9gC2RhBVt9R38rEIvBmWdgUC6mEOP5vFqEEew_sWIeU,10012
 wbportfolio/metric/backends/portfolio_esg.py,sha256=MSiki-ZN-7YF0gev1kGFDrbfBi8Nfw6yJeLZlSRy6tw,2442
@@ -271,43 +269,44 @@ wbportfolio/migrations/0085_order_desired_target_weight.py,sha256=L8p5t4PqjWIwqw
 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/0089_orderproposal_min_weighting.py,sha256=DgJdIRka1eZSrEZqkUBHiVPpCfOvChWPrWdx-ZExO6Q,3906
 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/asset.py,sha256=EBq_pse5mmV3gQ-7yjfMBYmm8de9LS1wIiq2Dw_JF_Y,39196
 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/custodians.py,sha256=QhSC3mfd6rSPp8wizabLbKmFDrrskZTSkxNdBJMdtCk,3815
+wbportfolio/models/exceptions.py,sha256=EZnqSr5PxikiS4oDknRakEmlninJh_c-tOHRYv3IMjE,57
 wbportfolio/models/indexes.py,sha256=gvW4K9U9Bj8BmVCqFYdWiXvDWhjHINRON8XhNsZUiQY,639
-wbportfolio/models/portfolio.py,sha256=fuYvHx4D3GqHjO0cBqe09M-t-t6jUzuOMh2ikTbykMo,54640
+wbportfolio/models/portfolio.py,sha256=DUuHV7SWFEbKpfcZn-vXSj9SdD7-GULpoadzxnCdggI,55532
 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_relationship.py,sha256=sJaEghyMPcPThUR5s7a2h8f78YyjvaV22xJFl5-i_tU,5387
 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=Mw24JO4C8jRA6U7dgsNR8usgIO1VqMgsVs94HdC07cE,7729
+wbportfolio/models/products.py,sha256=EBU6zBMPhT3GYhwQIQt3VAAehlFs3szbJRUytg8aY_c,23260
+wbportfolio/models/rebalancing.py,sha256=8FKVyDvpO35_TyEtq8dhk4f_toroBaGXTuiCByejkHs,7827
 wbportfolio/models/registers.py,sha256=qA6T33t4gxFYnabQFBMd90WGIr6wxxirDLKDFqjOfok,4667
-wbportfolio/models/roles.py,sha256=wF5Atp0xsJxDrYjmFw9XHgEOe_4C-lm4pppeYdymOrA,7343
+wbportfolio/models/roles.py,sha256=3tuQAQ3Bw5AVWAwiaukHTgGq1_bcod7p5cttS3uQnU0,7193
 wbportfolio/models/signals.py,sha256=jZKC43nIqVdLapwo3getIMSqPUwbK5M36MmvA50jY24,1041
 wbportfolio/models/utils.py,sha256=iBdMjRCvr6aOL0nLgfSCWUKe0h39h3IGmUbYo6l9t6w,394
 wbportfolio/models/graphs/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/models/graphs/portfolio.py,sha256=NwkehWvTcyTYrKO5ku3eNNaYLuBwuLdSbTEuugGuSIU,6541
-wbportfolio/models/graphs/utils.py,sha256=1AMpEE9mDuUZ82XgN2irxjCW1-LmziROhKevEBo0mJE,2347
+wbportfolio/models/graphs/utils.py,sha256=4QlUkRaTToXwkHBWEPj_eWABntpgl-8gkTqEEfwuiys,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=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=1ce97DXjzZ4MsUAgA_GlnofnztAf0Y6zR1etZs-LrFI,57120
-wbportfolio/models/orders/orders.py,sha256=kiVmVeW2D1bAuT983nSeIug6uoZ78IZovuAgls-CO8w,10150
+wbportfolio/models/orders/order_proposals.py,sha256=JmSZXYqaQtS9tV-iHYgIulG_G5_6bKZqTqsmJK9iY0w,58198
+wbportfolio/models/orders/orders.py,sha256=OpUbKzY2g6XA3n8hyU-FTauEQE5UKLEdOPQkdi4rktU,10520
 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
 wbportfolio/models/reconciliations/reconciliations.py,sha256=kF-BNhUoT4TCn1RIgPSkdEk1iX4NQeZlGGFd_ZulAZU,686
 wbportfolio/models/transactions/__init__.py,sha256=NrnVHxcpi0Kc6SkTiSlWn4JMWoelvkE9bNouClcvqGA,133
-wbportfolio/models/transactions/claim.py,sha256=SF2FlwG6SRVmA_hT0NbXah5-fYejccWKAE6AY6YOYTs,25875
+wbportfolio/models/transactions/claim.py,sha256=A_1OBULlkOWCNr-d-g9ySSTeqCdao4_7BDwChBpB7io,25900
 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
@@ -316,7 +315,7 @@ wbportfolio/order_routing/__init__.py,sha256=kYloUGytPBNB8KVy5ysm9PlEEU_sGPk5c3c
 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=kNesj7e-SA9lKgmdInJ94R60-pXNKm6guSj_cD3CQUE,10638
+wbportfolio/pms/typing.py,sha256=zhFHlYgO9oC5sxBz0oWkXfEVw-Oez_Ex4ojyQSHC0Oo,10627
 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
@@ -329,16 +328,16 @@ wbportfolio/rebalancing/decorators.py,sha256=162ZmXV2YQGI830LWvEnJ95RexMzHvaCGfc
 wbportfolio/rebalancing/models/__init__.py,sha256=AQjG7Tu5vlmhqncVoYOjpBKU2UIvgo9FuP2_jD2w-UI,232
 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/market_capitalization_weighted.py,sha256=sNu3DYPlX19stqZO4c5CLubsMJJhnj3m7zYbabR05rg,5536
 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
 wbportfolio/risk_management/backends/__init__.py,sha256=4N3GYcIb0XgZUQWEHxCejOCRabUtLM6ha9UdOWJKUfI,368
 wbportfolio/risk_management/backends/accounts.py,sha256=VMHwhzeFV2bzobb1RlEJadTVix1lkbbfdpo-zG3YN5c,7988
-wbportfolio/risk_management/backends/controversy_portfolio.py,sha256=ncEHyJMVomv0ehx7LoWcux1YHLV6KYYmiOkIBzJ0P1M,2852
+wbportfolio/risk_management/backends/controversy_portfolio.py,sha256=aoRt29QGFNWPf_7yr0Dpjv2AwsA0SJpZdNf8NCfe7JY,2843
 wbportfolio/risk_management/backends/exposure_portfolio.py,sha256=8T97J0pbnGdme_Ji9ntA5FV9MCouSxDz5grMvRvpl70,10760
-wbportfolio/risk_management/backends/instrument_list_portfolio.py,sha256=Sh8PZHHKFAl4Aw8fOlu17fUSiEFYYemb-B0iltAXc10,4186
+wbportfolio/risk_management/backends/instrument_list_portfolio.py,sha256=PS-OtT0ReFnZ-bsOCtAQhPjhE0Nc5AyEqy4gLya3fhk,4177
 wbportfolio/risk_management/backends/liquidity_risk.py,sha256=OnuUypmN86RDnch1JOb8UJo5j1z1_X7sjazqAo7cbwM,3694
 wbportfolio/risk_management/backends/liquidity_stress_instrument.py,sha256=oitzsaZu-HhYn9Avku3322GtDmf6QGsfyRzGPGZoM1Y,3612
 wbportfolio/risk_management/backends/mixins.py,sha256=g0hkQRjn3-S6vMIai6t2_tf6uWoG_D3WdamQwDTlMu0,10052
@@ -354,8 +353,8 @@ wbportfolio/risk_management/tests/test_exposure_portfolio.py,sha256=hKTygdBdZB-Z
 wbportfolio/risk_management/tests/test_instrument_list_portfolio.py,sha256=1pAsuMhxOWZHxQnVlTnRuzq8qIe6_86EYbkTnPlWRjE,2763
 wbportfolio/risk_management/tests/test_liquidity_risk.py,sha256=UtzBrW7LeY0Z0ARX9pg4CUjgdw8u5Hfrdkddro5EEZ8,1713
 wbportfolio/risk_management/tests/test_product_integrity.py,sha256=wqJ4b5DO2BrEVQF4eVX2B9AvfrRMAyC_lppGrgKc_ug,1959
-wbportfolio/risk_management/tests/test_stop_loss_instrument.py,sha256=ZueuA9qQOv6JdKuRiPLGV3auOLRnoUCZzfqcQzGJGig,4197
-wbportfolio/risk_management/tests/test_stop_loss_portfolio.py,sha256=_CLyC4mWPCP92LuERk6gnrr-JG78WCB83ezl5fPugLo,5195
+wbportfolio/risk_management/tests/test_stop_loss_instrument.py,sha256=OczeyM32uPtND4_Tk4Y1saPqI3XURTQKDKydv_-FRF0,4175
+wbportfolio/risk_management/tests/test_stop_loss_portfolio.py,sha256=O30YW4NMV0Ja2AGA-EQsu17--9H_Yz66r5IAM6xDM94,5184
 wbportfolio/risk_management/tests/test_ucits_portfolio.py,sha256=UcZLhatl8iU9AhNNYv6OBs_cjILZKaws2nvUen6orkc,1807
 wbportfolio/serializers/__init__.py,sha256=l05IdXIG5POdXDRy3mk5ZlFJknE-FVla64tGB9TigW0,1817
 wbportfolio/serializers/adjustments.py,sha256=0yTPgDjGRyzSa-ecCklENKtLJXZhq1dryMI3nTRsQRo,783
@@ -375,10 +374,10 @@ wbportfolio/serializers/registers.py,sha256=zhdKH_mHEBE0VOhm6xpY54bTMtcSaY5BskEa
 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=wIxnTY35dn7gH1kj9wGHnl2lOrR6ikRdqxXrSf85tT0,4762
+wbportfolio/serializers/orders/order_proposals.py,sha256=Jxea2-Ze8Id5URv4UV-vTfCQGt11tjR27vRRfCs0gXU,4791
 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/claim.py,sha256=mEt67F2v8HC6roemDT3S0dD0cZIVl1U9sASbLW3Vpyo,11611
 wbportfolio/serializers/transactions/dividends.py,sha256=ADXf9cXe8rq55lC_a8vIzViGLmQ-yDXkgR54k2m-N0w,1814
 wbportfolio/serializers/transactions/fees.py,sha256=3mBzs6vdfST9roeQB-bmLJhipY7i5jBtAXjoTTE-GOg,2388
 wbportfolio/serializers/transactions/trades.py,sha256=4Q7LhSlkGzd2UlTJFHcHufj6U9LLOKzr-POM9_IQ3Sc,9741
@@ -413,14 +412,14 @@ wbportfolio/tests/models/test_merge.py,sha256=sdsjiZsmR6vsUKwTa5kkvL6QTeAZqtd_EP
 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=qaNTgvtxSROpjPtzSffLMrnsOJYjftN8gNhqmAm8fLE,53819
+wbportfolio/tests/models/test_portfolios.py,sha256=PTaJUmNI5acpB2p--GyrDha5PRr6tqXSGZRLoNkoIjE,53827
 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/test_splits.py,sha256=0PvW6WunBByDYRhtFV2LbK-DV92q-1s3kn45NvBL5Es,9500
 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=WxZgoN0J7rF5TVa_hmXZdYnUXtrU0eH-U9CW1NWNBIM,34123
+wbportfolio/tests/models/orders/test_order_proposals.py,sha256=N_l7wgFgd-1uFCE6ZbWCzXEOmOgWaiee-w1VCqKxLnw,35401
 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
@@ -435,7 +434,7 @@ wbportfolio/tests/serializers/test_claims.py,sha256=vQrg73xQXRFEgvx3KI9ivFre_wpB
 wbportfolio/tests/viewsets/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/tests/viewsets/test_assets.py,sha256=-RKdU23dxXEW8f3ZQu3a15U9ljTej3FflGtDEahENsI,2568
 wbportfolio/tests/viewsets/test_performances.py,sha256=Cx5FqPO4K8G7F6-rqiiSDmFNYJPyv999pvR-KCO1FYY,3877
-wbportfolio/tests/viewsets/test_products.py,sha256=VsLW5iazAGch8yxH0jTgcc2fn4L7iZ2gPw7PmqQL60g,4270
+wbportfolio/tests/viewsets/test_products.py,sha256=4w2Pn4rApWjolKVL9VuTGgz-bv-jF8GFVT9x5D5MbTk,4296
 wbportfolio/tests/viewsets/transactions/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/tests/viewsets/transactions/test_claims.py,sha256=QEZfMAW07dyoZ63t2umSwGOqvaTULfYfbN_F4ZoSAcw,6368
 wbportfolio/viewsets/__init__.py,sha256=nmWLARDxraY09h4-dpfbOWlx1OylZz3_DpGk_gvJv-o,2475
@@ -459,7 +458,7 @@ 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=P5ZQ7Kihw3Eab7n7CKxMLdkdWGyiF-qpntw_x9iRJuc,17906
+wbportfolio/viewsets/charts/assets.py,sha256=OcxLOmlrGj2EMp-Id0R356vjGdGlIHmUaRHcz_zXZkI,17926
 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
@@ -467,7 +466,7 @@ wbportfolio/viewsets/configs/buttons/assets.py,sha256=6HqSyUpczK66iL0Jg8BbvAJuci
 wbportfolio/viewsets/configs/buttons/claims.py,sha256=G1GFK1jQyR9M0dyXthYA6krG2JFvHhc3D7pFh6IUQ30,3684
 wbportfolio/viewsets/configs/buttons/custodians.py,sha256=AE-VFahGreSlg5nejqQVvOy2JvpclXbgSD6bxsyqI_U,3317
 wbportfolio/viewsets/configs/buttons/fees.py,sha256=8z-qo5krw4x_9ujp0s8iR8iY8_5m-wusPNaQkjMxFSA,443
-wbportfolio/viewsets/configs/buttons/mixins.py,sha256=d2W3IOgmi3icTMeoO_ckec2oCXA_kiG6nOriMG7YHTI,3169
+wbportfolio/viewsets/configs/buttons/mixins.py,sha256=mTn6EikAU4Sob8qNquhPOdhVTA9NjUanWaye7Bz7NHo,3167
 wbportfolio/viewsets/configs/buttons/portfolios.py,sha256=y1sqYJwhQG9M0AgUEY8yEE3VTdhhVxoup3YBc2IRm-U,5267
 wbportfolio/viewsets/configs/buttons/products.py,sha256=4xH19uYTDL55hKrV24eeeOFrmO1vV5MAwPw5IxNKosQ,3301
 wbportfolio/viewsets/configs/buttons/reconciliations.py,sha256=lw4r22GHpqKPUF1MrB6P9dOkL-FHe5iiBJ0--f8D74E,3145
@@ -489,7 +488,7 @@ wbportfolio/viewsets/configs/display/product_groups.py,sha256=PwI-A0_ofShT2pub9-
 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=3A5JFy6-lMcsyoUCW5qPBpwfKqVQRXUA2qDrDz4Yjlc,1108
-wbportfolio/viewsets/configs/display/reconciliations.py,sha256=YvMAuwmpX0HExvGsuf5UvcRQxe4eMo1iyNJX68GGC_k,6021
+wbportfolio/viewsets/configs/display/reconciliations.py,sha256=E_Jab4cUMd7hhCQrdgev2ymkIqIbUh0B8TNvXiDqEWs,6025
 wbportfolio/viewsets/configs/display/registers.py,sha256=1np75exIk5rfct6UkVN_RnfJ9ozvIkcWJgFV4_4rJns,3182
 wbportfolio/viewsets/configs/display/roles.py,sha256=SFUyCdxSlHZ3NsMrJmpVBSlg-XKGaEFteV89nyLMMAQ,1815
 wbportfolio/viewsets/configs/display/trades.py,sha256=NDmv2aShfshpO1SjzPzsXvn4BswEo4JP6I_aIm9LvP0,9564
@@ -555,7 +554,7 @@ wbportfolio/viewsets/orders/configs/buttons/__init__.py,sha256=EHzNmAfa0UQFITEF-
 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=1HnQGR8WFSWHfugEhbTrCaxZ5pabzH8iaLKVBb_Fowc,7282
+wbportfolio/viewsets/orders/configs/displays/order_proposals.py,sha256=zLoLEw4N1i_LD0e3hJnxzO8ORN2byFZoCxWnAz8DBx0,7362
 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
@@ -567,7 +566,7 @@ 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-1.55.8.dist-info/METADATA,sha256=JBgCNHH4seDymSNEd6z5o49vq2VI66Pg0v3tLoxJ41w,751
-wbportfolio-1.55.8.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
-wbportfolio-1.55.8.dist-info/licenses/LICENSE,sha256=jvfVH0SY8_YMHlsJHKe_OajiscQDz4lpTlqT6x24sVw,172
-wbportfolio-1.55.8.dist-info/RECORD,,
+wbportfolio-1.55.10rc0.dist-info/METADATA,sha256=6GizbbXgUlDYAtWJbLypIw1ijtGXI58Zke9yPWQnIO8,755
+wbportfolio-1.55.10rc0.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
+wbportfolio-1.55.10rc0.dist-info/licenses/LICENSE,sha256=jvfVH0SY8_YMHlsJHKe_OajiscQDz4lpTlqT6x24sVw,172
+wbportfolio-1.55.10rc0.dist-info/RECORD,,

wbportfolio/fdm/tasks.py

@@ -1,42 +0,0 @@
-from celery import shared_task
-from wbfdm.models import Controversy, Instrument
-
-from wbportfolio.models import AssetPosition, Portfolio
-
-
-@shared_task(queue="portfolio")
-def synchronize_portfolio_controversies():
-    active_portfolios = Portfolio.objects.filter_active_and_tracked()
-    qs = (
-        AssetPosition.objects.filter(portfolio__in=active_portfolios)
-        .values("underlying_instrument")
-        .distinct("underlying_instrument")
-    )
-    objs = {}
-    securities = Instrument.objects.filter(id__in=qs.values("underlying_instrument"))
-    securities_mapping = {security.id: security.get_root() for security in securities}
-    for controversy in securities.dl.esg_controversies():
-        instrument = securities_mapping[controversy["instrument_id"]]
-        obj = Controversy.dict_to_model(controversy, instrument)
-        objs[obj.external_id] = obj
-
-    Controversy.objects.bulk_create(
-        objs.values(),
-        update_fields=[
-            "instrument",
-            "headline",
-            "description",
-            "source",
-            "direct_involvement",
-            "company_response",
-            "review",
-            "initiated",
-            "flag",
-            "status",
-            "type",
-            "severity",
-        ],
-        unique_fields=["external_id"],
-        update_conflicts=True,
-        batch_size=10000,
-    )