wbportfolio 1.55.8__py2.py3-none-any.whl → 1.59.4__py2.py3-none-any.whl

{wbportfolio-1.55.8.dist-info → wbportfolio-1.59.4.dist-info}/RECORD

@@ -2,16 +2,16 @@ wbportfolio/__init__.py,sha256=J-j-u0itpEFT6irdmWmixQqYMadNl1X91TxUmoiLHMI,22
 wbportfolio/apps.py,sha256=tybcoLFiw5tLdGHYV68X96n6jNZqx4BYx7Ao8mPflH8,749
 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/permissions.py,sha256=pGrNX_t0e2s1PNHHIRzipV2hmJmP62pDvUDpIwPQSow,511
 wbportfolio/preferences.py,sha256=JpowIFTrnjfomogJNrYmmfv7V35bRZNNGL_zooKzEhc,465
-wbportfolio/tasks.py,sha256=619LS4AN1-5RqdtwwLODdXA-IJKs5OA93JyLEnIJy4g,1969
-wbportfolio/urls.py,sha256=PE9UwW2RR8FEUnPc3foaDIW7T49vTwO1TyBPYaSorw0,10539
+wbportfolio/tasks.py,sha256=fjmG0FrCkwoHKDk7re6-vjKpI0q_HFtYLF8cddZHvnw,3243
+wbportfolio/urls.py,sha256=t6KnbqaZpg9JLbKfWQG90dh0zgArtTAZSKNT4ZpJeak,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
@@ -20,8 +20,8 @@ wbportfolio/admin/reconciliations.py,sha256=s7aYxdJE6jX72bnKCrj-YdZBl9bFV_n44Bo2
 wbportfolio/admin/registers.py,sha256=N5zcfFgxR9H37YEJxFIBif7v5uLN2mGNV3lf9c5OYnw,505
 wbportfolio/admin/roles.py,sha256=h7d0aYBctghj1zFphWkMVHywnCjF8bewVbk8lq1IX8U,446
 wbportfolio/admin/orders/__init__.py,sha256=m5iZgRJfsorMe7o-vt4qL3Jn1QMRJFXzJQSa1fljfvQ,87
-wbportfolio/admin/orders/order_proposals.py,sha256=xcJp7CsBM5fgsqmBYvUWz7utSKZrJj-Pxiymp303fwI,422
-wbportfolio/admin/orders/orders.py,sha256=iozEJGWEplncjRw2cM4SoJx2dZxR1sRZvxl0bRpLbz4,658
+wbportfolio/admin/orders/order_proposals.py,sha256=RU5RpAtJUhhhvfLhALmCMm-RserVLYszdswjHa7FFII,480
+wbportfolio/admin/orders/orders.py,sha256=FMHuBWRVft5jc_11bfVpINl8c4F1PXZNC_rfCdeNtxI,705
 wbportfolio/admin/transactions/__init__.py,sha256=WJRFKwreNwFsQdSrjaK7HUZAzlnSeYNdciLyeoOzFRg,131
 wbportfolio/admin/transactions/claim.py,sha256=DaE5vtmSlt_ya55bCAM75UD8smNisA5kl5jrAANm0yA,613
 wbportfolio/admin/transactions/dividends.py,sha256=2Hx0yvcMp0VvzYfuO_jl-9KFrpq6RUd5S7NVrc10Rsg,1604
@@ -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=39WtXlDzwt-XBKSBhJLtHJ6EMrkuUe0R-KdG-rrojw4,7149
 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/serializers.py,sha256=Y4Osxp0M7m_wy7DSbOt7ESfbob8KrfPBCnbzAuEsmmk,12160
-wbportfolio/contrib/company_portfolio/tasks.py,sha256=ZXezolvlj8_b5hvfcjH5IO5tXvwb8goNG8xPfk6YFNA,835
+wbportfolio/contrib/company_portfolio/models.py,sha256=0YlWZfpBTUy4nCE0FYY6Kqcx3H28-AbeIVXgxcF6hM0,13963
+wbportfolio/contrib/company_portfolio/scripts.py,sha256=wFfc1L-it0UTaBwNFs8hhGARbJoaNzmnlsXh6KEbslU,2497
+wbportfolio/contrib/company_portfolio/serializers.py,sha256=-ewPrtu8Z1WT2iU3MzDm1BfdFa75GJ8JpS2dTw25CY4,12570
+wbportfolio/contrib/company_portfolio/tasks.py,sha256=nIBTqC36JCakCug7YVt1aBqai5bKDsgZd2HS7Jwpf5U,1384
 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=BfQgIltW128ee3-8BdirIxDc6e6jBfDvBdBoAFn2ssA,6768
 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
@@ -60,7 +60,7 @@ wbportfolio/defaults/fees/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJW
 wbportfolio/defaults/fees/default.py,sha256=rUXZS6b5LFdrJQSTl8nPoboy1V2L8g0bekXbYFbNAoU,3711
 wbportfolio/factories/__init__.py,sha256=vIN2mLspNAmRKUjnUpmzpOuyJ9zxJmymrIt64aCITEs,1224
 wbportfolio/factories/adjustments.py,sha256=aOHXJLy7DW4k1hcRBZteEe2mKe_wQg7z0bVnzvXCl4A,615
-wbportfolio/factories/assets.py,sha256=1i7xDT6bpvnYQiEJpmukWadSvS1asQC-QuUJ1PCll0U,3173
+wbportfolio/factories/assets.py,sha256=cw-nNzZ4FXBy9u_Iy8JOU4euQt-CDBjLGRBWa9mySFg,3173
 wbportfolio/factories/claim.py,sha256=LQzz8EbIveOYpMY-JOMR8ba-taoX3u53zjBwxiydtrM,1629
 wbportfolio/factories/custodians.py,sha256=XrNcpNhE4Rbv0y159E_MbP1TAQwe9POab-_RHOHy1Uk,311
 wbportfolio/factories/dividends.py,sha256=8JxViNnFPZy8aXMoeDsa6asaqdBJ5ujfFQ9IqeNXnVQ,798
@@ -70,75 +70,74 @@ 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
 wbportfolio/factories/trades.py,sha256=ZHfj20KjeTu57sNaZzfSw2JqCoI9q4BjfPp5qRMVsro,1387
 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/factories/orders/order_proposals.py,sha256=wFwYtbixQ1q7rgIfpS8RmsIpcx4qjQph2UUk1kG5mD8,834
+wbportfolio/factories/orders/orders.py,sha256=_E5Gn0VFQ3wzDWN18_AABuY4HJlGPQ07Suv5BYWbFKw,1153
 wbportfolio/filters/__init__.py,sha256=m44CdyYMtku8rMGyiX8KSmMdvyqaElKW4UMkEqOC1VM,1374
-wbportfolio/filters/assets.py,sha256=rvBNtQ8OcvYXSmaVdgjH7IITvaBZ558Y9sCj0B_WDpw,18866
+wbportfolio/filters/assets.py,sha256=1nf8rswmwYPEI_pbD107f4SkyJjKLJMqrUEjp7oHFtQ,18793
 wbportfolio/filters/assets_and_net_new_money_progression.py,sha256=IYl_qMFO9QKhXhCTtz2JrOjlAKdEkykNlu4DO_H7HkQ,1403
 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=rQL77Cs1YVR8I_kSZwYppJ9yPj8ebWrDQHs_sOI_Ndk,2247
-wbportfolio/filters/positions.py,sha256=7eMqwqnNd_owi2Mg-1Uf9K9K9SHSgdZ8CcYgWw49qgI,8548
+wbportfolio/filters/portfolios.py,sha256=JQ9vpuUPp50YVk-W-UksrcH_2ljXQgcpMvitrs5or20,2994
+wbportfolio/filters/positions.py,sha256=JymXAxo3t_t-5g0yzIHNz9s0MmuozEuK6itwpg7hsec,8475
 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=Bfr7ZrKJYIiQoji7S7YZWMiYXjsq9B_AoBF98aNZvZ4,87
-wbportfolio/filters/orders/order_proposals.py,sha256=V_lICJBEG1aOVaYiaIi1KcIn8uEJvtXrEzrP9tz4Xuw,2315
+wbportfolio/filters/orders/order_proposals.py,sha256=XVdZOnECN6DPLz4xpmsu1ZtJW2V3sZdjf2pFN_dyOAk,2214
 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
-wbportfolio/filters/transactions/fees.py,sha256=SdUaFCdsET9s2FpBA41I8Fw7Zfd_ZGoDGXs-_q3gtq8,1754
+wbportfolio/filters/transactions/fees.py,sha256=osm7vOqoKFJi3KaylIr5axHmmhDzd4rKSvU8zs-nVRk,1608
 wbportfolio/filters/transactions/mixins.py,sha256=TEV3MUsiQTeu4NdFYHMIIMonmC7CdFF80JTpWYIvfRQ,550
-wbportfolio/filters/transactions/trades.py,sha256=uJHaEwaOBGAnLf9OEWf1-F1FKFP_pnjYEFhIW5g2Stc,10064
+wbportfolio/filters/transactions/trades.py,sha256=7k_r1m1zDiQWCx3g6eUeWjPV18bbU4EV2Jeic9FjnyA,9991
 wbportfolio/filters/transactions/utils.py,sha256=hU133SdUDuD30wy9QLvCCJbGsiZzxvdOp8xtnGbUzaU,1510
 wbportfolio/fixtures/product_factsheets.yaml,sha256=z5o-viDbgwWkssDJXZYayasFgw1nJ0uiOiYrJNDkRtg,5455
 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
-wbportfolio/import_export/backends/ubs/__init__.py,sha256=jHm6zfyZPfvdzyMfJGngGbwROxtYWyJdpQorpleVKMA,82
+wbportfolio/import_export/backends/ubs/__init__.py,sha256=e-ICyD15SmjAFgzGhOU6Rk9rkCDJRocND-d0FvJWDbg,103
 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/ubs/trade.py,sha256=DD-k4pGNbYtxaYYQykyre9n1t2nz1soUmNdOPCAi_GI,2041
 wbportfolio/import_export/backends/wbfdm/__init__.py,sha256=k02E8ynHxTo65JV_TJ1ng6mpLuWomFpLFkyaRxr9SE4,50
 wbportfolio/import_export/backends/wbfdm/adjustment.py,sha256=CpkVNNlDSVui00Aihq-1i_Vc_kqi2gjODxWb7K0vsWM,1822
 wbportfolio/import_export/backends/wbfdm/dividend.py,sha256=iAQXnYPXmtG_Jrc8THAJ5laSKGgDcrlkxhQTD8rZEhg,526
 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=ruZoAiwhDmJaiD-OVSZGJ66QrObBeU_JySxsxFmZY30,9305
+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=d0FSyUQLX8JKBl2fA9BF-AiXCO6TNUWE-oHL5NJavQE,11201
 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=g9m59M6uCexV9u9U7x7zkhwhw6P5_tVGAYcX85q2uXE,3420
+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
@@ -148,10 +147,10 @@ wbportfolio/import_export/parsers/natixis/d1_fees.py,sha256=RmzwlNqLSlGDp7JMTwHu
 wbportfolio/import_export/parsers/natixis/d1_trade.py,sha256=JsAVgRH2iBo096Spz8ThJOGPpOCPyYrJ9GJ1XnzjBJQ,2092
 wbportfolio/import_export/parsers/natixis/d1_valuation.py,sha256=M12am0ZenUJxkvEGp6tM1HfeukqYS3b6tfbyfC0XwvY,1216
 wbportfolio/import_export/parsers/natixis/dividend.py,sha256=qx8DXu6NXMy1M_iunA4ITM845_6iNd1aoVCdoAKDNsY,1964
-wbportfolio/import_export/parsers/natixis/equity.py,sha256=GSObiFxvhlbGuSZnJq-D8yRgLlsAxJ4oMxYeR6GmFNE,2501
+wbportfolio/import_export/parsers/natixis/equity.py,sha256=oitpx_OYrsGbrYodoF37zjNzsigy2pkTRJ_E6TWpPYU,3341
 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=ImBHHLkC621ZrUDWI2p-F3AGElprT1FVb7xkPwKwvx0,2490
 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
@@ -161,32 +160,33 @@ 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
 wbportfolio/import_export/parsers/ubs/api/instrument_price.py,sha256=gRAfB6BWbMEadIEe24b5nyOyg8owXKAen_Oo0ls8rvQ,565
+wbportfolio/import_export/parsers/ubs/api/trade.py,sha256=WmiZAC-3NPOamiOa52KCq8R1b9lZ0laF9vQDZnwXnpY,1788
 wbportfolio/import_export/parsers/ubs/api/utils.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/vontobel/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/parsers/vontobel/asset_position.py,sha256=IQTvGqp7smZUph1Km2Gx5X7RD_P8GDEYPwS3-Tzu78o,4031
@@ -201,7 +201,7 @@ wbportfolio/import_export/parsers/vontobel/valuation.py,sha256=iav8_xYpTJchmTa7K
 wbportfolio/import_export/parsers/vontobel/valuation_api.py,sha256=z9b5zKS-Dz907Mrbg7rJjFVJocSutEiS6oo2ICTjpUI,980
 wbportfolio/import_export/resources/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/import_export/resources/assets.py,sha256=zjgHlQWpud41jHrKdRyqGUt1KUJQm9Z7pt0uVh4qBWQ,2234
-wbportfolio/import_export/resources/trades.py,sha256=-HJPVYNuMRmCu4XpD00fYlRYu3N-Ys_JpyxE0HIU5bM,1723
+wbportfolio/import_export/resources/trades.py,sha256=85iAnf-GKT2EZjsbKmcIZ1g2FTarTwnix-PRgdSG8jA,1725
 wbportfolio/jinja2/wbportfolio/sql/aum_nnm.sql,sha256=V3fm1bWs-0Cz5Y4LK78dkbuyxqg6VUfsE4JXsIQHQac,4408
 wbportfolio/kpi_handlers/nnm.py,sha256=hCn0oG0C-6dQ0G-6S4r31nAS633NZdlOT-ntZrzvXZI,7180
 wbportfolio/locale/de/LC_MESSAGES/django.mo,sha256=FfQ5HV2xg7ZrJASidRJ4L-gCAbPNeQnFm940aRbb0js,378
@@ -212,7 +212,7 @@ 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
@@ -271,74 +271,82 @@ 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/0090_dividendtransaction_price_fx_portfolio_and_more.py,sha256=2HOOaTe9dV5RKKLFNXJwP6u3NMBFZwv7ctN_EJ6Z6A8,2447
+wbportfolio/migrations/0091_remove_order_execution_confirmed_and_more.py,sha256=-Xh7ktEyJD9g2yEl8LngeEyDAPo7oEuVz089gwaF-3I,1568
+wbportfolio/migrations/0092_order_quantization_error_alter_orderproposal_status.py,sha256=3pEr0ALMvz0FQBpP1Yehq9R0pwRYyagjMlqjosHAzZg,2057
+wbportfolio/migrations/0093_remove_portfolioportfoliothroughmodel_unique_primary_and_more.py,sha256=oYcBc65cwcYKBC8T4GoUOhDkNxZEbHm9-VV911eWXN4,1714
 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=txZE_gEDgkPgSxSF0AlvZiRyhRQixD4Ame0wEF6Fjoo,14028
-wbportfolio/models/custodians.py,sha256=owTiS2Vm5CRKzh9M_P9GOVg-s-ndQ9UvRmw3yZP7cw0,3815
-wbportfolio/models/exceptions.py,sha256=3ix0tWUO-O6jpz8f07XIwycw2x3JFRoWzjwil8FVA2Q,52
+wbportfolio/models/adjustments.py,sha256=bexLAv5ywa397XTmJOoMArHe6LhlQnpuNlMj4zknQzA,10288
+wbportfolio/models/asset.py,sha256=zVJm3M5FIYYEMLl3mS0GxWfotadRgItOgIpNIto-0jw,39345
+wbportfolio/models/builder.py,sha256=iSAUGatyUnww-FKpnYy90xVJ_gg27y0H2ATjvsTAxtw,14946
+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=OoOJIAakOm9ghO7YN1h6WV3Pn9IKrmjEyZogtYpnWK4,57656
 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
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 wbportfolio/models/registers.py,sha256=qA6T33t4gxFYnabQFBMd90WGIr6wxxirDLKDFqjOfok,4667
-wbportfolio/models/roles.py,sha256=wF5Atp0xsJxDrYjmFw9XHgEOe_4C-lm4pppeYdymOrA,7343
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 wbportfolio/models/signals.py,sha256=jZKC43nIqVdLapwo3getIMSqPUwbK5M36MmvA50jY24,1041
-wbportfolio/models/utils.py,sha256=iBdMjRCvr6aOL0nLgfSCWUKe0h39h3IGmUbYo6l9t6w,394
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 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
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 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
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 wbportfolio/models/orders/__init__.py,sha256=EH9UacGR3npBMje5FGTeLOh1xqFBh9kc24WbGmBIA3g,69
-wbportfolio/models/orders/order_proposals.py,sha256=1ce97DXjzZ4MsUAgA_GlnofnztAf0Y6zR1etZs-LrFI,57120
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-wbportfolio/models/orders/routing.py,sha256=OpeP-rfMm1UN7a3vbNxBEQxqtGfE57AeGWnbTZa1fRQ,2223
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 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/dividends.py,sha256=mmOdGWR35yndUMoCuG24Y6BdtxDhSk2gMQ-8LVguqzg,1890
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 wbportfolio/models/transactions/fees.py,sha256=wJtlzbBCAq1UHvv0wqWTE2BEjCF5RMtoaSDS3kODFRo,7112
-wbportfolio/models/transactions/trades.py,sha256=2cDNjf1hJwFwrDT1SLacUU-Nkt5kU62zjI3WIj_Q0vQ,16340
-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
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+wbportfolio/order_routing/__init__.py,sha256=LVVLsZlmOhopRWclDC_cCNCZi3zr1XbtF9ZhEo6dNzo,1354
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 wbportfolio/pms/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbportfolio/pms/typing.py,sha256=kNesj7e-SA9lKgmdInJ94R60-pXNKm6guSj_cD3CQUE,10638
+wbportfolio/pms/typing.py,sha256=IXwe9mTp9V_6BSt7rJDNHK0YP_NF_UlQO1Wl8rvVLn8,11597
 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=sGwtwerozgiCVOTeQgJ0Q9g1zzQCPuydkf0aWn6NnGs,8646
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 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=kDa4-Q3aMOrBGrrfIwTyjik14vF8cjfD-ArIm8FCR9A,1671
+wbportfolio/rebalancing/models/composite.py,sha256=cwPPhS8pOWpXB0v9dxymVV0DKGIUwxbZwJBA0SDz0Ek,1673
 wbportfolio/rebalancing/models/equally_weighted.py,sha256=iv6FiICGQX1mPnkK2L4oDeCH_-4yF8SL8YUBzjXBZsI,1306
-wbportfolio/rebalancing/models/market_capitalization_weighted.py,sha256=3Lm3A4yBj_QEBw0EjTvn39f1vFzjLz_ITDUQCAXuxJg,5642
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 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/__init__.py,sha256=O_kYYcooycKFoV3NRl4EhAS02mMesg6jX8tvJWU9lVg,409
 wbportfolio/risk_management/backends/accounts.py,sha256=VMHwhzeFV2bzobb1RlEJadTVix1lkbbfdpo-zG3YN5c,7988
-wbportfolio/risk_management/backends/controversy_portfolio.py,sha256=ncEHyJMVomv0ehx7LoWcux1YHLV6KYYmiOkIBzJ0P1M,2852
-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/controversy_portfolio.py,sha256=VXNOd9QxzdbCxfs05QCC0K7YtneV9n-05zhuAinbIy8,2847
+wbportfolio/risk_management/backends/esg_aggregation_portfolio.py,sha256=RyUvXZuB5wALuh34NZOikzMfVKrbZG4XdOssHbO8dwo,2994
+wbportfolio/risk_management/backends/exposure_portfolio.py,sha256=QDNAz_bdj9ds9YhKPHFCTX3eWSkzk9jnkQhfTpZrk6E,10783
+wbportfolio/risk_management/backends/instrument_list_portfolio.py,sha256=_ZRM2OI_qIF24aBfObkV0LWoZ1nKZN-qGXdclIo4nzw,4247
 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
@@ -350,12 +358,13 @@ wbportfolio/risk_management/tests/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeR
 wbportfolio/risk_management/tests/conftest.py,sha256=ChVocx8SDmh13ixkRmnKe_MMudQAX0495o7nG4NDlsg,440
 wbportfolio/risk_management/tests/test_accounts.py,sha256=q9Z3hDw0Yw86VealdmUfiJBkzRcqDwfybteGxS0hAJA,3990
 wbportfolio/risk_management/tests/test_controversy_portfolio.py,sha256=TrvDQ8JEXYFMl7z6MsPAAXV5d8LILO1RYRjMtF9YVTU,1366
-wbportfolio/risk_management/tests/test_exposure_portfolio.py,sha256=hKTygdBdZB-ZEIL_-J3QZBvPGtb1N5FWQBBS3rT8lrs,5536
+wbportfolio/risk_management/tests/test_esg_aggregation_portfolio.py,sha256=oywRg2RXMR0SeQEMUkcRoB_1HfWa6Sk3XPJikKCC8qA,1569
+wbportfolio/risk_management/tests/test_exposure_portfolio.py,sha256=nlEm63OovBKxw0NgE93mY4lvN6i79iS1bHEYeejBkc4,5541
 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 +384,10 @@ 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/orders.py,sha256=7zIl5lwt7RatSVcrmNmLpWX2r2VkND33HQOUkryGjYo,7582
+wbportfolio/serializers/orders/order_proposals.py,sha256=EOcWpBgoDWs1Zpg6E-RDPrPUL8ZiV9fXZoIWAOZwUZA,4919
+wbportfolio/serializers/orders/orders.py,sha256=7gQTO_ToJ0Gxqfjtb86P2Rlrk8g8JKZPPXZhPHAvPnA,11972
 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
@@ -413,29 +422,30 @@ 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=89jcMQWDwVLXtt0NbJY0zNQl6Bv_XDmbhyV2ixE3YPQ,53821
 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/test_utils.py,sha256=OgPZysn-QfXaS7epR2Tyz7YkcNngDF5EPXhEeg2100s,5452
 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=975p3X5eh5V3_F3MfhTzQuxmAtOZXaQ6vfDd-3hM28E,48457
 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=JgBKrBFBU3lz1CiGU_Hk3ak6bnekWyK5kVZ1HxaoiCU,4058
+wbportfolio/tests/models/transactions/test_rebalancing.py,sha256=_JcX3ctaomnPgchxmswBmgtbrNmcowqFxCrgLlUBaAk,4060
 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=sJnVWM1kWUKeK3et2HiJb8RjL1DmU8JDHNHqFPhVhDw,7747
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 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
 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
@@ -443,13 +453,13 @@ wbportfolio/viewsets/adjustments.py,sha256=ugbX4aFRCaD4Yj1hxL-VIPaNI7GF_wt0FrkN6
 wbportfolio/viewsets/assets.py,sha256=v0GvRb3Hoj26H4NmLB_d3iqdG1c1e9SsZrvzkzg9Jvg,16404
 wbportfolio/viewsets/assets_and_net_new_money_progression.py,sha256=Jl4vEQP4N2OFL5IGBXoKcj-0qaPviU0I8npvQLw4Io0,4464
 wbportfolio/viewsets/custodians.py,sha256=CTFqkqVP1R3AV7lhdvcdICxB5DfwDYCyikNSI5kbYEo,2322
-wbportfolio/viewsets/esg.py,sha256=27MxxdXQH3Cq_1UEYmcrF7htUOg6i81fUpbVQXAAKJI,6985
+wbportfolio/viewsets/esg.py,sha256=K0NH4C5wA5wu-hLdGRtRHMALr2z3DaILSAPcgeK9nAA,6911
 wbportfolio/viewsets/mixins.py,sha256=XvIoyv0T9Gi_HCuPtjFX8IGZeuskmcL669IeKyLXlRI,1791
 wbportfolio/viewsets/portfolio_cash_flow.py,sha256=jkBfdZRQ3KsxGMJpltRjmdrZ2qEFJq5edunUUs5ju2g,1297
 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=cF1XnSM6oQFgwYMo6wMF0u7WCwyPGdTTa3FUJI91mB0,14430
+wbportfolio/viewsets/portfolios.py,sha256=PEKXKWUuQ6biDeBb-SZmTCP8SF8HZjdgEVfllkrEXgs,15689
 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
@@ -459,16 +469,16 @@ 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=shhM9O9qa4fwX3BpqBnfqhZEyPrmCwM81e56cUsqz9g,18013
 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
-wbportfolio/viewsets/configs/buttons/assets.py,sha256=6HqSyUpczK66iL0Jg8BbvAJuci3jm8OsB9p9Nt_o14Q,5680
+wbportfolio/viewsets/configs/buttons/assets.py,sha256=zKX74vr9IceOy0RdGTloqsT0YP4tQWliOVgm4kX0tao,5693
 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/portfolios.py,sha256=y1sqYJwhQG9M0AgUEY8yEE3VTdhhVxoup3YBc2IRm-U,5267
+wbportfolio/viewsets/configs/buttons/mixins.py,sha256=mTn6EikAU4Sob8qNquhPOdhVTA9NjUanWaye7Bz7NHo,3167
+wbportfolio/viewsets/configs/buttons/portfolios.py,sha256=rnxEkzNiVS2BkYmpetYw6nxDkdLM2TC6_m7CQya0Ats,7154
 wbportfolio/viewsets/configs/buttons/products.py,sha256=4xH19uYTDL55hKrV24eeeOFrmO1vV5MAwPw5IxNKosQ,3301
 wbportfolio/viewsets/configs/buttons/reconciliations.py,sha256=lw4r22GHpqKPUF1MrB6P9dOkL-FHe5iiBJ0--f8D74E,3145
 wbportfolio/viewsets/configs/buttons/registers.py,sha256=aS89TsYHql83k-NHojOrLDqtBpnpsUUO8x63PiMfrXM,445
@@ -489,7 +499,7 @@ 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
@@ -548,18 +558,18 @@ 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=IMiRh7kFqzmHjC34k-FjV21NSxkWVBi5NTEtUysN9qg,8302
-wbportfolio/viewsets/orders/orders.py,sha256=bSJ8na5XO5HcmrDdLkD6gH1G6J90nLa3bOTe89IWoAI,10922
+wbportfolio/viewsets/orders/order_proposals.py,sha256=SDQkZn7xloczNufkkw2pHAxpEAGkR8KON-dGmU9CKmI,11933
+wbportfolio/viewsets/orders/orders.py,sha256=JNiPYSAfg1HPRupa9FL6lhZUcAT5bVjcALbiOKabsI4,13778
 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=1BPkIYv0-K2DDGa4Gua2_Pxsx7fNurTZ2tYNdL66On0,6495
-wbportfolio/viewsets/orders/configs/buttons/orders.py,sha256=GDO4Y33wkjhDxzpf7B1d_rKzAixegLv5rHam1DV3WkM,290
+wbportfolio/viewsets/orders/configs/buttons/order_proposals.py,sha256=ejBl9C7RI2f8rUlFzK_DQt1KvULVDRUPbYDVKd884c0,9508
+wbportfolio/viewsets/orders/configs/buttons/orders.py,sha256=URAJ9gzzo_TGiSL9Ojwn4upQ9dP5Buup1nW8HZonwKM,3896
 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/orders.py,sha256=R1oaDTGosL430xnYZpJz7ihnCOCO6eAFhDQz-wGYT24,7611
+wbportfolio/viewsets/orders/configs/displays/order_proposals.py,sha256=nUuzypeXkoDZ8kC6SYfuVqDESTiXlh5z5-XzaFrBzPA,7267
+wbportfolio/viewsets/orders/configs/displays/orders.py,sha256=zb0aWRwVH0kbxWtwo5rIcX5trJYbYOQ4Rk7RWLfvtis,9478
 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
+wbportfolio/viewsets/orders/configs/endpoints/order_proposals.py,sha256=dvXrz9CBoRbpubh4E4yhqU7Q1lFpM2YpbljM2OIVP5s,853
+wbportfolio/viewsets/orders/configs/endpoints/orders.py,sha256=2X0Raaa720RBGnS2kXjoJ0M3NMgNEH39ZdKk1kY5v4k,1263
 wbportfolio/viewsets/orders/configs/titles/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/viewsets/orders/configs/titles/orders.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbportfolio/viewsets/transactions/__init__.py,sha256=1j4MPi6O6EQkm9klS4b0fhMchlt3MCkSBr86-z2Dj8Y,856
@@ -567,7 +577,7 @@ 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-1.59.4.dist-info/METADATA,sha256=iDknPMTyXCjPfZvOyCcgqvk8q5Jk1CNrf-zIG-tSKNM,751
+wbportfolio-1.59.4.dist-info/WHEEL,sha256=aha0VrrYvgDJ3Xxl3db_g_MDIW-ZexDdrc_m-Hk8YY4,105
+wbportfolio-1.59.4.dist-info/licenses/LICENSE,sha256=jvfVH0SY8_YMHlsJHKe_OajiscQDz4lpTlqT6x24sVw,172
+wbportfolio-1.59.4.dist-info/RECORD,,

{wbportfolio-1.55.8.dist-info → wbportfolio-1.59.4.dist-info}/WHEEL

@@ -1,5 +1,5 @@
 Wheel-Version: 1.0
-Generator: hatchling 1.27.0
+Generator: hatchling 1.28.0
 Root-Is-Purelib: true
 Tag: py2-none-any
 Tag: py3-none-any

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,
-    )