def __init__(self, parent=None, period=None):
self.id = ID() # does not get its own bbid, just holds namespace
# parent for Financials is BusinessUnit
self.relationships = Relationships(self, parent=parent)
self._period = period
self._restricted = False
self._full_order = self.DEFAULT_ORDER.copy()
statements = [Statement(name=self.OVERVIEW_NAME, parent=self,
period=period),
Statement(name=self.INCOME_NAME, parent=self,
period=period),
CashFlow(name=self.CASH_NAME, parent=self,
period=period),
Statement(name=self.VALUATION_NAME, parent=self,
period=period, compute=False),
BalanceSheet(name=self.START_BAL_NAME, parent=self,
period=period),
BalanceSheet(name=self.ENDING_BAL_NAME, parent=self,
period=period)]
self._statement_directory = dict()
for stmt in statements:
self._statement_directory[stmt.name.casefold()] = stmt
self.update_statements = list()
def __init__(self, start_date, end_date, parent=None, **kargs):
# TimePeriodBase.__init__(self, start_date, end_date, model=model)
TagsMixIn.__init__(self)
self.start = start_date
self.end = end_date
self.financials = dict()
self.id = ID()
self.relationships = Relationships(self)
self.relationships.set_parent(parent)
self.past_end = None
self.next_end = None
self.parameters = Parameters()
self.unit_parameters = Parameters()
self._line_item_storage = dict()
# {"value": value of any primitive type,
# "xl_data": flat LineData object without styles info,
# "hardcoded": bool}
self.complete = True
self.periods_used = 1
def __init__(self, name=None, value=None, parent=None, period=None):
BaseFinancialsComponent.__init__(self,
name=name,
parent=parent,
period=period)
self._local_value = None
self.guide = Guide(priority=3, quality=1)
self.log = []
self.position = None
# summary_type determines how the line is summarized
self.summary_type = 'sum'
# summary_count is used for summary_type == 'average'
self.summary_count = 0
self._consolidate = True
self._replica = False
self._hardcoded = False
self._include_details = True
self._sum_details = True
self.id = ID()
self._driver_id = None
if value is not None:
self.set_value(value, self.SIGNATURE_FOR_CREATION)
self.workspace = dict()
self.usage = LineItemUsage()
self.xl_data = xl_mgmt.LineData(self)
self.xl_format = xl_mgmt.LineFormat()
def __init__(self, name, fins=None, model=None):
TagsMixIn.__init__(self, name)
self._parameters = Parameters()
self._type = None
self.id = ID()
self.life = LifeCycle()
self.location = None
self.size = 1
self.xl = xl_mgmt.UnitData()
self.components = None
self._set_components() # Only used in copy()
self.relationships = Relationships(self, model=model)
# financials must follow relationships in __init__ because we set the
# period on financials, an the period is retrieved from model, which
# is stored on relationships.
self.financials = None
self.set_financials(fins)
# Attributes related to Path
self._stage = None
self.used = set()
self.guide = Guide()
self.interview = InterviewTracker()
self.summary = None
self.valuation = None
# for monitoring, temporary storage for existing path and used sets
self._path_archive = list()
self._used_archive = list()
self.cap_table = CapTable()
def __init__(self, model):
self.model = model
self.bu_directory = dict()
self.ty_directory = dict()
self.id = ID()
self.id.set_namespace(model.id.bbid)
self.id.assign(seed='taxonomy directory')
def __init__(self,
name=None,
priority=DEFAULT_PRIORITY_LEVEL,
quality=DEFAULT_QUALITY_REQUIREMENT):
PrintAsLine.__init__(self)
TagsMixIn.__init__(self, name)
self.guide = Guide(priority, quality)
self.relationships = Relationships(self)
self.id = ID()
def __init__(self, name=None, spacing=100, parent=None, period=None):
TagsMixIn.__init__(self, name)
self._consolidated = False
self._details = dict()
self.relationships = Relationships(self, parent=parent)
self.POSITION_SPACING = max(1, int(spacing))
self.id = ID() # does not get its own bbid, just holds namespace
self._restricted = False # whether user can modify structure,
self._period = period
def __init__(self, name=None):
TagsMixIn.__init__(self, name=name)
self.conversion_table = dict()
self.formula_bbid = None
self.id = ID()
self.parameters = Parameters()
self.run_on_past = False
# OBSOLETE
self.workConditions = dict()
self.active = True
def __init__(self, name):
if not name:
name = bb_settings.DEFAULT_MODEL_NAME
TagsMixIn.__init__(self, name)
# read-only attributes
self._company = None
self._fiscal_year_end = None
self._processing_status = 'intake'
self._ref_date = None
self._started = False
# container for holding Drivers
self.drivers = DriverContainer()
# set and assign unique ID - models carry uuids in the origin namespace
self.id = ID()
self.id.assign(name)
# set up Portal data, this is used primarily by Wrapper
self.portal_data = dict()
self.portal_data['industry'] = None
self.portal_data['summary'] = None
self.portal_data['business_name'] = None
self.portal_data['business_id'] = 99999999
self.portal_data['user_context'] = None
self.portal_data['tags'] = None
self.portal_data['update_count'] = 0
self.portal_data['monitoring'] = False
self.report_summary = None
self.taxo_dir = TaxoDir(model=self)
self.taxonomy = Taxonomy(self.taxo_dir)
self.timelines = dict()
timeline = TimeLine(self)
self.set_timeline(timeline)
# business units
self.target = None
self.bu_directory = dict()
self.ty_directory = dict()
# scenarios parameters
self.scenarios = dict()
for s in DEFAULT_SCENARIOS:
self.scenarios[s] = dict()
self.transcript = list()
self.topic_list = list()
def __init__(self,
model,
resolution='monthly',
name='default',
interval=1):
dict.__init__(self)
self.id = ID()
# Timeline objects support the id interface and pass the model's id
# down to time periods. The Timeline instance itself does not get
# its own bbid.
self.model = model
self.resolution = resolution
self.name = name
self.interval = interval
self.master = None
self.parameters = Parameters()
self.has_been_extrapolated = False
self.ref_date = None
self.id.set_namespace(model.id.bbid)
def copy(self, clean=False):
"""
Financials.copy() -> Financials
Return a deep copy of instance.
Method starts with a shallow copy and then substitutes deep copies
for the values of each attribute in instance.ORDER
"""
new_instance = Financials()
new_instance._full_order = self._full_order.copy()
for key, stmt in self._statement_directory.items():
new_statement = stmt.copy(clean=clean)
new_statement.relationships.set_parent(new_instance)
new_instance._statement_directory[key] = new_statement
new_instance.id = ID()
new_instance.register(self.id.namespace)
return new_instance
def __init__(self):
self.id = ID()
self.directory = dict()
self.by_name = dict()
def __init__(self, name=None):
TagsMixIn.__init__(self, name=name)
self.func = None
self.id = ID()
self.source = None