wbportfolio 2.2.1__py2.py3-none-any.whl

wbportfolio/viewsets/configs/buttons/custodians.py

@@ -0,0 +1,76 @@
+from wbcore import serializers as wb_serializers
+from wbcore.contrib.icons import WBIcon
+from wbcore.enums import RequestType
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    create_simple_display,
+)
+from wbportfolio.models import Custodian
+from wbportfolio.serializers import CustodianRepresentationSerializer
+
+
+class CustodianButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        custodians_qs = Custodian.objects.all()
+        if self.view.kwargs.get("pk", None):
+            custodians_qs = custodians_qs.exclude(id=self.view.kwargs["pk"])
+
+        class CustodianMergeModelSerializer(wb_serializers.ModelSerializer):
+            merged_custodian = wb_serializers.PrimaryKeyRelatedField(
+                required=True, queryset=custodians_qs, label="Custodian to be merged"
+            )
+            _merged_custodian = CustodianRepresentationSerializer(source="merged_custodian")
+
+            class Meta:
+                model = Custodian
+                fields = ("id", "merged_custodian", "_merged_custodian")
+
+        return {
+            bt.ActionButton(
+                method=RequestType.PATCH,
+                identifiers=("wbportfolio:custodian",),
+                key="merge",
+                icon=WBIcon.TRADE.icon,
+                label="Merge custodians",
+                description_fields="""
+                <p>Merge the custodian <strong>{{name}}</strong> with another custodian in the list bellow</p>
+                """,
+                serializer=CustodianMergeModelSerializer,
+                action_label="Merge",
+                title="Merge custodians",
+                instance_display=create_simple_display([["merged_custodian"]]),
+            )
+        }
+
+    def get_custom_instance_buttons(self):
+        if custodian_id := self.view.kwargs.get("pk", None):
+            custodian = Custodian.objects.get(id=custodian_id)
+
+            class AdjustmentModelSerializer(wb_serializers.ModelSerializer):
+                mapping_choice = wb_serializers.ChoiceField(
+                    required=True, choices={m: m for m in custodian.mapping}, label="Mapping to split off"
+                )
+
+                class Meta:
+                    model = Custodian
+                    fields = ("id", "mapping_choice", "name")
+
+            merge_button = {
+                bt.ActionButton(
+                    method=RequestType.PATCH,
+                    identifiers=("wbportfolio:custodian",),
+                    key="split",
+                    icon=WBIcon.TRADE.icon,
+                    label="Adjustment custodians",
+                    description_fields="""
+                    <p>Adjustment the custodian <strong>{{name}}</strong> with another custodian in the list bellow</p>
+                    """,
+                    serializer=AdjustmentModelSerializer,
+                    action_label="Adjustment",
+                    title="Adjustment custodians",
+                    instance_display=create_simple_display([["mapping_choice"]]),
+                )
+            }
+            return self.get_custom_list_instance_buttons() | merge_button
+        return self.get_custom_list_instance_buttons()

wbportfolio/viewsets/configs/buttons/fees.py

@@ -0,0 +1,14 @@
+from wbcore.contrib.icons import WBIcon
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+
+
+class FeesButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return {
+            bt.HyperlinkButton(
+                key="import_source",
+                label="Import Source",
+                icon=WBIcon.SAVE.icon,
+            )
+        }

wbportfolio/viewsets/configs/buttons/mixins.py

@@ -0,0 +1,88 @@
+from contextlib import suppress
+
+from wbcore.contrib.icons import WBIcon
+from wbcore.enums import RequestType
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    create_simple_display,
+)
+from wbfdm.models.instruments import Instrument
+
+from .portfolios import get_portfolio_start_end_serializer_class
+
+
+class InstrumentButtonMixin:
+    @classmethod
+    def add_instrument_request_button(self, request=None, view=None, pk=None, **kwargs):
+        buttons = [
+            bt.WidgetButton(key="assets", label="Implemented Portfolios (Assets)"),
+            # bt.WidgetButton(
+            #     key="adjustments",
+            #     label="Adjustments",
+            #     icon=WBIcon.DATA_LIST.icon,
+            # ),
+        ]
+        with suppress(Instrument.DoesNotExist):
+            instrument = Instrument.objects.get(id=pk)
+            asset_instrument_btn_label = "Asset Portfolio"
+            if portfolio := instrument.portfolio:
+                buttons.extend(
+                    [
+                        bt.ActionButton(
+                            method=RequestType.PATCH,
+                            identifiers=("wbportfolio:portfolio",),
+                            key="resynchronize",
+                            label="Resynchronize/Rebalance",
+                            description_fields="""
+                            <p>Resynchronize portfolio from {{start}} to {{end}}</p>
+                            """,
+                            serializer=get_portfolio_start_end_serializer_class(portfolio),
+                            action_label="resynchronize",
+                            title="Resynchronize/Rebalance",
+                            instance_display=create_simple_display([["start"], ["end"]]),
+                        ),
+                        bt.WidgetButton(key="portfolio_positions", label=asset_instrument_btn_label),
+                        bt.DropDownButton(
+                            label="Charts",
+                            icon=WBIcon.UNFOLD.icon,
+                            buttons=(
+                                bt.WidgetButton(
+                                    key="portfolio_positions_contributors", label="Contributors (Computed)"
+                                ),
+                                bt.WidgetButton(key="distribution_chart", label="Distribution Chart"),
+                                bt.WidgetButton(key="distribution_table", label="Distribution Table"),
+                                bt.WidgetButton(key="assetschart", label="Portfolio Allocation"),
+                            ),
+                        ),
+                    ]
+                )
+        return bt.DropDownButton(
+            label="Portfolio",
+            icon=WBIcon.UNFOLD.icon,
+            buttons=buttons,
+        )
+
+    @classmethod
+    def add_transactions_request_button(self, request=None, view=None, pk=None, **kwargs):
+        return bt.DropDownButton(
+            label="Transactions",
+            icon=WBIcon.UNFOLD.icon,
+            buttons=(
+                bt.WidgetButton(key="portfolio_transactions", label="Transactions"),
+                bt.WidgetButton(key="portfolio_trades", label="Trades"),
+                bt.WidgetButton(key="instrument_subscriptionsredemptions", label="Subscriptions/Redemptions"),
+                bt.WidgetButton(key="instrument_trades", label="Trades (Implemented)"),
+                bt.WidgetButton(key="portfolio_fees", label="Fees"),
+                bt.WidgetButton(key="portfolio_aggregatedfees", label="Aggregated Fees"),
+                bt.DropDownButton(
+                    label="Charts",
+                    icon=WBIcon.UNFOLD.icon,
+                    buttons=(
+                        bt.WidgetButton(key="tradechart", label="Nominal"),
+                        bt.WidgetButton(key="aumchart", label="AUM"),
+                        bt.WidgetButton(key="custodiandistribution", label="Custodian Distribution"),
+                        bt.WidgetButton(key="customerdistribution", label="Customer Distribution"),
+                    ),
+                ),
+            ),
+        )

wbportfolio/viewsets/configs/buttons/portfolios.py

@@ -0,0 +1,115 @@
+from datetime import date
+
+from django.shortcuts import get_object_or_404
+from rest_framework.reverse import reverse
+from wbcore import serializers as wb_serializers
+from wbcore.contrib.currency.serializers import CurrencyRepresentationSerializer
+from wbcore.contrib.icons import WBIcon
+from wbcore.enums import RequestType
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+from wbcore.metadata.configs.display.instance_display.shortcuts import (
+    create_simple_display,
+)
+from wbportfolio.models import Portfolio, PriceComputation
+from wbportfolio.serializers import (
+    PortfolioSynchronizationRepresentationSerializer,
+    PriceComputationRepresentationSerializer,
+)
+
+
+def get_portfolio_start_end_serializer_class(portfolio):
+    today = date.today()
+
+    class StartEndDateSerializer(wb_serializers.Serializer):
+        start = wb_serializers.DateField(
+            label="Start",
+            default=portfolio.assets.earliest("date").date if portfolio.assets.exists() else today,
+        )
+        end = wb_serializers.DateField(
+            label="End", default=portfolio.assets.latest("date").date if portfolio.assets.exists() else today
+        )
+
+    return StartEndDateSerializer
+
+
+class PortfolioButtonConfig(ButtonViewConfig):
+    def get_custom_instance_buttons(self):
+        portfolio_buttons = [
+            bt.WidgetButton(key="assets", label="Assets"),
+            bt.WidgetButton(key="contributor", label="Contributor"),
+            bt.WidgetButton(key="distribution_chart", label="Distribution Chart"),
+            bt.WidgetButton(key="distribution_table", label="Distribution Table"),
+            bt.WidgetButton(key="modelcomposition", label="Portfolio Composition vs. Dependant Portfolios"),
+        ]
+        if pk := self.view.kwargs.get("pk", None):
+            portfolio = get_object_or_404(Portfolio, pk=pk)
+
+            portfolio_buttons.append(
+                bt.ActionButton(
+                    method=RequestType.PATCH,
+                    identifiers=("wbportfolio:portfolio",),
+                    key="resynchronize",
+                    label="Resynchronize/Rebalance",
+                    description_fields="""
+                    <p>Resynchronize portfolio from {{start}} to {{end}}</p>
+                    """,
+                    serializer=get_portfolio_start_end_serializer_class(portfolio),
+                    action_label="resynchronize",
+                    title="Resynchronize/Rebalance",
+                    instance_display=create_simple_display([["start"], ["end"]]),
+                )
+            )
+
+        return {
+            bt.DropDownButton(label="Portfolio", icon=WBIcon.UNFOLD.icon, buttons=tuple(portfolio_buttons)),
+        }
+
+    def get_custom_list_instance_buttons(self):
+        return self.get_custom_instance_buttons()
+
+
+class CreateModelPortfolioSerializer(wb_serializers.ModelSerializer):
+    create_index = wb_serializers.BooleanField(default=False, label="Create Underlying Index")
+    name = wb_serializers.CharField(required=True)
+    _currency = CurrencyRepresentationSerializer(source="currency")
+    _portfolio_synchronization = PortfolioSynchronizationRepresentationSerializer(source="portfolio_synchronization")
+    price_computation = wb_serializers.PrimaryKeyRelatedField(queryset=PriceComputation.objects.all(), required=False)
+    _price_computation = PriceComputationRepresentationSerializer(source="price_computation")
+
+    class Meta:
+        model = Portfolio
+        dependency_map = {
+            "price_computation": ["create_index"],
+        }
+        fields = (
+            "name",
+            "currency",
+            "portfolio_synchronization",
+            "create_index",
+            "price_computation",
+            "_price_computation",
+            "_currency",
+            "_portfolio_synchronization",
+        )
+
+
+class ModelPortfolioButtonConfig(PortfolioButtonConfig):
+    # pass
+    def get_custom_buttons(self):
+        if not self.view.kwargs.get("pk", None):
+            return {
+                bt.ActionButton(
+                    method=RequestType.POST,
+                    identifiers=("wbportfolio:portfolio",),
+                    endpoint=reverse("wbportfolio:modelportfolio-createmodelportfolio", request=self.request),
+                    label="Create New Model Portfolio",
+                    serializer=CreateModelPortfolioSerializer,
+                    action_label="create",
+                    title="Create Model Portfolio",
+                    instance_display=create_simple_display(
+                        [["name", "currency", "portfolio_synchronization"], ["create_index", "price_computation", "."]]
+                    ),
+                )
+            }
+        return set()

wbportfolio/viewsets/configs/buttons/products.py

@@ -0,0 +1,41 @@
+from wbcore.contrib.icons import WBIcon
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+from wbfdm.viewsets.configs.buttons.instruments import InstrumentButtonViewConfig
+
+
+class ProductButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return self.get_custom_instance_buttons()
+
+    def get_custom_instance_buttons(self):
+        return {
+            bt.DropDownButton(
+                label="Commission",
+                icon=WBIcon.UNFOLD.icon,
+                buttons=(
+                    bt.WidgetButton(key="claims", label="Claims"),
+                    bt.WidgetButton(key="aum", label="AUM per account"),
+                ),
+            ),
+            *InstrumentButtonViewConfig(self.view, self.request, self.instance).get_custom_instance_buttons(),
+            bt.WidgetButton(
+                key="risk_incidents",
+                label="Risk Incidents",
+                icon=WBIcon.VIEW.icon,
+            ),
+        }
+
+
+class ProductCustomerButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return {
+            bt.WidgetButton(
+                key="historical-chart",
+                label="Historical Chart",
+                icon=WBIcon.STATS.icon,
+            )
+        }
+
+    def get_custom_instance_buttons(self):
+        return self.get_custom_list_instance_buttons()

wbportfolio/viewsets/configs/buttons/reconciliations.py

@@ -0,0 +1,65 @@
+from wbcore.contrib.icons import WBIcon
+from wbcore.enums import RequestType
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.enums import ButtonDefaultColor
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+
+
+class AccountReconciliationButtonViewConfig(ButtonViewConfig):
+    def get_custom_instance_buttons(self):
+        return {
+            bt.ActionButton(
+                method=RequestType.PATCH,
+                color=ButtonDefaultColor.SUCCESS,
+                identifiers=("wbportfolio:accountreconciliation",),
+                icon=WBIcon.APPROVE.icon,
+                key="agree_customer",
+                label="Agree",
+                action_label="Agreeing",
+                description_fields="<p>After agreening to this holdings, you cannot change this reconcilation anymore!</p>",
+            ),
+            bt.ActionButton(
+                method=RequestType.PATCH,
+                color=ButtonDefaultColor.ERROR,
+                identifiers=("wbportfolio:accountreconciliation",),
+                icon=WBIcon.DENY.icon,
+                key="disagree_customer",
+                label="Communicate Differences",
+                action_label="Communicating Differences",
+                description_fields="<p>After disagreeing with this holdings, someone will reach out to you do discuss the differences.</p>",
+            ),
+            bt.ActionButton(
+                method=RequestType.PATCH,
+                color=ButtonDefaultColor.ERROR,
+                identifiers=("wbportfolio:accountreconciliationline", "wbportfolio:accountreconciliation"),
+                icon=WBIcon.REFRESH.icon,
+                key="recalculate",
+                label="Recalculate",
+                action_label="Recalculating",
+                description_fields="<p>After confirming, the Reconciliation will recompute 'Our Calculations'</p>",
+            ),
+            bt.ActionButton(
+                method=RequestType.PATCH,
+                color=ButtonDefaultColor.WARNING,
+                identifiers=("wbportfolio:accountreconciliationline",),
+                icon=WBIcon.MAIL.icon,
+                key="notify",
+                label="Notify Reconciliation Managers",
+                action_label="Notifying",
+                description_fields="<p>After confirming the reconciliation managers of this account reconciliation will be notified.</p>",
+            ),
+            bt.WidgetButton(key="claims", label="Show Subscriptions/Redemptions", icon=WBIcon.TRADE.icon, weight=200),
+            bt.WidgetButton(
+                key="add-claim", label="Add Subscription/Redemption", icon=WBIcon.ADD.icon, new_mode=True, weight=300
+            ),
+        }
+
+
+class AccountReconciliationLineButtonViewConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return {
+            bt.WidgetButton(key="product-claims", label="Show Subscriptions/Redemptions", icon=WBIcon.TRADE.icon),
+            bt.WidgetButton(
+                key="add-product-claim", label="Add Subscription/Redemption", icon=WBIcon.ADD.icon, new_mode=True
+            ),
+        }

wbportfolio/viewsets/configs/buttons/registers.py

@@ -0,0 +1,11 @@
+from wbcore.contrib.icons import WBIcon
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+
+
+class RegisterButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return {bt.WidgetButton(key="trades", label="Trades", icon=WBIcon.TRADE.icon)}
+
+    def get_custom_instance_buttons(self):
+        return self.get_custom_list_instance_buttons()

wbportfolio/viewsets/configs/buttons/signals.py

@@ -0,0 +1,68 @@
+from django.dispatch import receiver
+from wbcore.contrib.directory.viewsets import (
+    CompanyModelViewSet,
+    EntryModelViewSet,
+    PersonModelViewSet,
+)
+from wbcore.contrib.icons import WBIcon
+from wbcore.enums import RequestType
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.display import create_simple_display
+from wbcore.signals.instance_buttons import add_instance_button
+from wbcrm.viewsets import AccountModelViewSet
+from wbfdm.viewsets.instruments import InstrumentModelViewSet
+from wbportfolio.serializers.reconciliations import AccountReconciliationModelSerializer
+
+from .mixins import InstrumentButtonMixin
+
+
+@receiver(add_instance_button, sender=InstrumentModelViewSet)
+def add_instrument_request_button(sender, many, *args, request=None, view=None, pk=None, **kwargs):
+    return InstrumentButtonMixin.add_instrument_request_button(request=request, view=view, pk=pk)
+
+
+@receiver(add_instance_button, sender=InstrumentModelViewSet)
+def add_transactions_request_button(sender, many, *args, request=None, view=None, pk=None, **kwargs):
+    return InstrumentButtonMixin.add_transactions_request_button(request=request, view=view, pk=pk)
+
+
+@receiver(add_instance_button, sender=PersonModelViewSet)
+@receiver(add_instance_button, sender=EntryModelViewSet)
+@receiver(add_instance_button, sender=CompanyModelViewSet)
+def crm_claim_buttons(sender, many, *args, **kwargs):
+    if many:
+        return
+    return bt.DropDownButton(
+        label="Claims",
+        icon=WBIcon.UNFOLD.icon,
+        buttons=(
+            bt.WidgetButton(key="claims", label="Claims", icon=WBIcon.TRADE.icon),
+            bt.WidgetButton(key="aum", label="AUM", icon=WBIcon.DOLLAR.icon),
+        ),
+    )
+
+
+@receiver(add_instance_button, sender=AccountModelViewSet)
+def add_account_holdings_reconciliation_button(sender, many, *args, **kwargs):
+    if many:
+        return
+    return bt.DropDownButton(
+        label="Reconciliations",
+        icon=WBIcon.UNFOLD.icon,
+        buttons=[
+            bt.WidgetButton(
+                label="Reconciliations",
+                key="wbportfolio-accountreconciliation",
+            ),
+            bt.ActionButton(
+                label="Reconcile",
+                icon=WBIcon.APPROVE.icon,
+                key="wbportfolio-reconcile-account",
+                method=RequestType.POST,
+                identifiers=("wbportfolio:accountreconciliation", "wbportfolio:accountreconciliationline"),
+                action_label="Reconcile this account. A notification will be send to the customer",
+                serializer=AccountReconciliationModelSerializer,
+                instance_display=create_simple_display([["reconciliation_date"]]),
+            ),
+        ],
+    )

wbportfolio/viewsets/configs/buttons/trade_proposals.py

@@ -0,0 +1,25 @@
+from wbcore.contrib.icons import WBIcon
+from wbcore.enums import RequestType
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+
+
+class TradeProposalButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return {
+            bt.ActionButton(
+                method=RequestType.PATCH,
+                identifiers=("wbportfolio:tradeproposal",),
+                key="replay",
+                icon=WBIcon.SYNCHRONIZE.icon,
+                label="Replay Trades",
+                description_fields="""
+                <p>Replay Trades. It will recompute all assets positions until next trade proposal day (or today otherwise) </p>
+                """,
+                action_label="Replay Trade",
+                title="Replay Trade",
+            )
+        }
+
+    def get_custom_instance_buttons(self):
+        return self.get_custom_list_instance_buttons()

wbportfolio/viewsets/configs/buttons/trades.py

@@ -0,0 +1,144 @@
+from rest_framework.reverse import reverse
+from wbcore.contrib.icons import WBIcon
+from wbcore.enums import RequestType
+from wbcore.metadata.configs import buttons as bt
+from wbcore.metadata.configs.buttons.view_config import ButtonViewConfig
+from wbfdm.models import Instrument
+from wbportfolio.models import TradeProposal
+
+
+class TradeButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return {bt.WidgetButton(key="claims", label="Claims", icon=WBIcon.TRADE.icon)}
+
+    def get_custom_instance_buttons(self):
+        btn = self.get_custom_list_instance_buttons()
+        btn.add(
+            bt.HyperlinkButton(
+                key="import_source",
+                label="Import Source",
+                icon=WBIcon.SAVE.icon,
+            )
+        )
+        return btn
+
+
+class TradeInstrumentButtonConfig(TradeButtonConfig):
+    def get_custom_buttons(self):
+        res = set()
+        if instrument_id := self.view.kwargs.get("instrument_id", None):
+            instrument = Instrument.objects.get(id=instrument_id)
+            res = {
+                bt.WidgetButton(
+                    endpoint=reverse(
+                        "wbportfolio:instrument-custodiandistribution-list", args=[instrument_id], request=self.request
+                    ),
+                    label="Custodian Distribution",
+                ),
+                bt.WidgetButton(
+                    endpoint=reverse(
+                        "wbportfolio:instrument-customerdistribution-list", args=[instrument_id], request=self.request
+                    ),
+                    label="Customer Distribution",
+                ),
+            }
+            if instrument.security_instrument_type.key == "product":
+                res.add(
+                    bt.WidgetButton(
+                        endpoint=reverse(
+                            "wbportfolio:product-nominalchart-list", args=[instrument_id], request=self.request
+                        ),
+                        label="Nominal Chart",
+                    )
+                )
+                res.add(
+                    bt.WidgetButton(
+                        endpoint=reverse(
+                            "wbportfolio:product-aumchart-list", args=[instrument_id], request=self.request
+                        ),
+                        label="AUM Chart",
+                    )
+                )
+        return res
+
+
+class TradeTradeProposalButtonConfig(ButtonViewConfig):
+    def get_custom_buttons(self):
+        if trade_proposal_id := self.view.kwargs.get("trade_proposal_id", None):
+            trade_proposal = TradeProposal.objects.get(id=trade_proposal_id)
+            if trade_proposal.status == TradeProposal.Status.DRAFT:
+                return {
+                    bt.DropDownButton(
+                        label="Tools",
+                        buttons=(
+                            bt.ActionButton(
+                                method=RequestType.PATCH,
+                                identifiers=("wbportfolio:tradeproposal",),
+                                endpoint=reverse(
+                                    "wbportfolio:tradeproposal-reset", args=[trade_proposal_id], request=self.request
+                                ),
+                                icon=WBIcon.REGENERATE.icon,
+                                label="Reset Trade",
+                                description_fields="""
+                                        <p>Delete and recreate initial trades to from its associated model portfolio</p>
+                                        """,
+                                action_label="Reset Trade",
+                                title="Reset Trade",
+                            ),
+                            bt.ActionButton(
+                                method=RequestType.PATCH,
+                                identifiers=("wbportfolio:tradeproposal",),
+                                endpoint=reverse(
+                                    "wbportfolio:tradeproposal-normalize",
+                                    args=[trade_proposal_id],
+                                    request=self.request,
+                                ),
+                                icon=WBIcon.EDIT.icon,
+                                label="Normalize Trades",
+                                description_fields="""
+                                        <p>Make sure all trades normalize to a total target weight of 100%</p>
+                                        """,
+                                action_label="Normalize Trades",
+                                title="Normalize Trades",
+                            ),
+                            bt.ActionButton(
+                                method=RequestType.PATCH,
+                                identifiers=("wbportfolio:tradeproposal",),
+                                endpoint=reverse(
+                                    "wbportfolio:tradeproposal-deleteall",
+                                    args=[trade_proposal_id],
+                                    request=self.request,
+                                ),
+                                icon=WBIcon.DELETE.icon,
+                                label="Delete All Trades",
+                                description_fields="""
+                                <p>Delete all trades from this trade proposal?</p>
+                                """,
+                                action_label="Delete All Trades",
+                                title="Delete All Trades",
+                            ),
+                        ),
+                    )
+                }
+        return {}
+
+
+class TradeProposalButtonConfig(ButtonViewConfig):
+    def get_custom_list_instance_buttons(self):
+        return {
+            bt.ActionButton(
+                method=RequestType.PATCH,
+                identifiers=("wbportfolio:tradeproposal",),
+                key="replay",
+                icon=WBIcon.SYNCHRONIZE.icon,
+                label="Replay Trades",
+                description_fields="""
+                <p>Replay Trades. It will recompute all assets positions until next trade proposal day (or today otherwise) </p>
+                """,
+                action_label="Replay Trade",
+                title="Replay Trade",
+            )
+        }
+
+    def get_custom_instance_buttons(self):
+        return self.get_custom_list_instance_buttons()