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update doc url
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open-risk committed Jun 17, 2024
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6 changes: 3 additions & 3 deletions README.md
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Expand Up @@ -29,7 +29,7 @@ The functionality of Equinox focuses on integrating the following concepts:
* The European Banking Authority's Criteria for Credit Risk Assessment of Project Finance under the Standardized approach for Specialized Lending

## Find out more:
- For [User Documentation](https://www.openriskmanagement.com/equinox/)
- For [User Documentation](https://www.openriskmanagement.com/documentation/equinox/)
- For [Technical Documentation](https://equinox-server.readthedocs.io/en/latest/)
- 💬 [Discussion at the Open Risk Commons](https://www.openriskcommons.org/c/equinox/27)
- For broader sustainable finance knowledge base, consult the [Open Risk Manual](https://www.openriskmanual.org/wiki/Category:Sustainable_Finance)
Expand All @@ -42,11 +42,11 @@ The landing page of a working equinox instance:

![Landing Page](docs/source/landing.png)

To get anything done we need to login! (admin/admin would be the credentials in a local demo instance)
To get anything done we need to log in! (admin/admin would be the credentials in a local demo instance)

![Login Page](docs/source/login.png)

Once you login successfully you'd be greeted by the admin area
Once you log in successfully you'd be greeted by the admin area

![Admin Page](docs/source/admin.png)

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7 changes: 3 additions & 4 deletions docs/source/description.rst
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@@ -1,9 +1,9 @@
The equinox platform at a glance
The Equinox platform at a glance
============================================

**equinox** is a Python / Django powered sustainable portfolio management platform. It allows the collection and reporting of information relating to sustainable finance and more broadly any portfolio of financial contracts or instruments that has material sustainability related characteristics
**Equinox** is a Python / Django powered _sustainable portfolio management_ platform. It allows the collection and reporting of information relating to sustainable finance and more broadly any portfolio of financial contracts or instruments that has material sustainability related characteristics

This documentation focuses on technical (software, installation, devops) characteristics of the equinox platform. Documentation of the user perspective (Functionality, workflows etc is provided `here <https://www.openriskmanagement.com/equinox>`_
This documentation focuses on technical (software, installation, devops) characteristics of the equinox platform. Documentation of the user perspective (Functionality, workflows etc is provided `here <https://www.openriskmanagement.com/documentation/equinox>`_

Architecture
-------------
Expand All @@ -19,7 +19,6 @@ The equinox data layer can be segmented into several major categories:
- The *Socioeconomic Data Layer* that holds information about economic agents and their economic and financial profiles. This too concerns information external to the portfolio manager.
- The *Portfolio Management Layer* that overlays internal portfolio management information about sustainability scenarios, portfolio constraints, limits and targets etc.


Lets look at those layers in some more detail. Each one is implemented as as set of specialized data models, with corresponding database schema.

Physical Data Layer
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46 changes: 46 additions & 0 deletions equinox/settings.py
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Expand Up @@ -67,6 +67,7 @@
'markdownfield',
'leaflet',
'django_countries',
'pwa',
'start',
'reference',
'portfolio',
Expand Down Expand Up @@ -363,3 +364,48 @@
"success": "btn-outline-success"
}
}

PWA_APP_NAME = "Equinox PWA App"
PWA_APP_DESCRIPTION = "Equinox PWA Apps"
PWA_APP_THEME_COLOR = "#007bff"
PWA_APP_BACKGROUND_COLOR = "#ffffff"
PWA_APP_DISPLAY = 'standalone'
PWA_APP_SCOPE = '/'
PWA_APP_ORIENTATION = 'any'
PWA_APP_START_URL = '/'
PWA_APP_STATUS_BAR_COLOR = 'default'
PWA_APP_ICONS = [
{
'src': '/static/images/icon.png',
'sizes': '160x160'
}
]
PWA_APP_ICONS_APPLE = [
{
'src': '/static/images/apple-icon.png',
'sizes': '160x160'
}
]
# PWA_SERVICE_WORKER_PATH = os.path.join(BASE_DIR, 'static/start/js', 'serviceworker.js')
PWA_APP_SPLASH_SCREEN = [
{
'src': '/static/images/icons/splash-640x1136.png',
'media': '(device-width: 320px) and (device-height: 568px) and (-webkit-device-pixel-ratio: 2)'
}
]
PWA_APP_DIR = 'ltr'
PWA_APP_LANG = 'en-US'
PWA_APP_SHORTCUTS = [
{
'name': 'Shortcut',
'url': '/target',
'description': 'Shortcut to a page in my application'
}
]
PWA_APP_SCREENSHOTS = [
{
'src': '/static/images/icons/splash-750x1334.png',
'sizes': '750x1334',
"type": "image/png"
}
]
5 changes: 4 additions & 1 deletion equinox/urls.py
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Expand Up @@ -28,6 +28,8 @@
from drf_yasg import openapi
from drf_yasg.views import get_schema_view
from rest_framework import permissions
from pwa import views as pwa_views
from django.views.decorators.cache import cache_page

from . import views, settings

Expand All @@ -46,6 +48,7 @@

urlpatterns = [
path('', include('start.urls')), # Equinox Start Page URLS
path('offline/', cache_page(settings.PWA_APP_NAME)(pwa_views.offline)),
path('reporting/', include('reporting.urls')), # Results Explorer URLS
path('policy/', include('policy.urls')), # Results Explorer URLS
path('reference/', include('reference.urls')), # Results Explorer URLS
Expand All @@ -54,7 +57,7 @@
path('admin/', admin.site.urls), # Equinox Admin URL's
path(r'api/', views.api_root, name='api_root'), # API root
path(r'api/portfolio_data/', include(('portfolio.urls', 'portfolio'), namespace='portfolio')),
# Portfolio data API
# Portfolio Data API
] + static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT)

# This is the optional debug toolbar
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26 changes: 15 additions & 11 deletions requirements.txt
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@@ -1,28 +1,32 @@
Django
djangorestframework
Django~=5.0.6
djangorestframework~=3.15.1
drf-yasg
numpy
pandas
scipy
numpy~=1.26.4
pandas~=2.2.2
scipy~=1.13.0
jsonfield
Markdown
Markdown~=3.6
Pillow
django-leaflet
django-jazzmin
django-json-widget
django-markdownfield
django-treebeard
django-treebeard~=4.7.1
django-import-export
django-prettyjson
django-countries
django-pwa
django-extensions
django-htmx
django-debug-toolbar
django-debug-toolbar~=4.3.0
psycopg2
Sphinx
sphinx-rtd-theme
selenium
selenium~=4.18.1
behave-django
pytest
pytest~=8.0.1
pytest-bdd
coverage
coverage
requests~=2.31.0
behave~=1.2.6
setuptools~=69.5.1
1 change: 0 additions & 1 deletion risk/Scorecard.py
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Expand Up @@ -28,7 +28,6 @@ class Scorecard(models.Model):
"""
The Scorecard data model holds data for defined scorecards. The current implementation is a Credit Scorecard of the ProjectCompany
"""

scorecard_identifier = models.CharField(max_length=80, blank=True, null=True,
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1 change: 0 additions & 1 deletion risk/models.py
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Expand Up @@ -18,7 +18,6 @@
# OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
# SOFTWARE.


"""
The main Risk models are defined in individual files for readability
Use models.py for any additional / auxiliary models
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