Changelog

Morningstar_Data 1.0.0 (2023-05-05)

Backwards Incompatible Changes

• Updated package to be compatible with python 3.10 as python 3.7 would be deprecated on 27 Jun 2023

  • Update version cryptography library ^3.0.0 to 40.0.2

    • This changed was made to be compatible with latest analyticslab package which also includes the addition of pyopenssl in ^23.1.1 version as cryptography in ^3.0.0 version includes a breaking change with previous version of openssl

  • Add simplejson library in version ^3.18.4. It replaces JSON library as this provides better support for NaN`s to `Null on JSON

  Updated pandas library 1.1.4 to 1.5.3 which introduces bug fixes and performance improvements

  • Remove direct._utils._replace_null_values for the following functions

  • Remove direct._investment._common._build_result_data_frame for the following functions (AL2-364)

Morningstar_Data 0.19.1 (2023-05-05)

No significant changes.

Morningstar_Data 0.19.0 (2023-04-03)

Features

• New feature to deliver files from within a notebook to an email or a FTP server: morningstar_data.utils.deliver (AL1-235)

• New function to retrieve portfolio benchmark settings: morningstar_data.direct.portfolio.get_benchmark_settings (AL2-170)

• Capture usage analytics when the package is used in analyticslab.morningstar.com (AL2-177)

• New module/function to execute SQL queries in datalake: morningstar_data.datalake.query (AL2-266)

• New function to lookup morningstar category for specific universe: morningstar_data.lookup.morningstar_category (AL2-306)

• New function to lookup branding name for specific universe: morningstar_data.lookup.get_brandings (AL2-308)

• Add new function in morningstar_data to lookup companies by name: morningstar_data.direct.lookup.companies (AL2-309)

• Add new function in morningstar_data to lookup managers by name: morningstar_data.direct.lookup.portfolio_managers (AL2-310)

• md.query function can be used outside Analytics Lab. (AL2-336)

• New function morningstar_data.direct.user_items.save_portfolio to save portfolio . (NBI-925)

• New function morningstar_data.direct.user_items.get_portfolios to get portfolio list. (NBI-955)

• New function morningstar_data.lookup.currency_codes to look up currency codes. (NBI-988)

Trivial/Internal Changes

• Change usage analytics logger to “[USAGE]” from “ANALYTICS” when the package is used in analyticslab.morningstar.com (AL2-180)

• Capture usage analytics only when public facing functions are invoked directly. (AL2-192)

• Remove _decorator.error_handle for the function morningstar_data.direct.get_asset_flow_data_points

  Remove deprecated functions

  • morningstar_data.direct.asset_flow

  • morningstar_data.direct.get_asset_flow_datapoints (NBI-958)

• Remove _decorator.error_handle for the following funtions

  • morningstar_data.direct.my_database.save_values

  • morningstar_data.direct.my_database.save_historical_values (NBI-959)

• Remove _decorator.error_handle for all api in performance report. Remove deprecated function morningstar_data.direct.performance_report.all_reports Remove deprecated function morningstar_data.direct.performance_report.report Remove deprecated function morningstar_data.direct.performance_report.report_status (NBI-960)

• Remove _decorator.error_handle for the following funtions

  • morningstar_data.direct.get_morningstar_data_sets

  • morningstar_data.direct.get_data_point_settings

  Remove deprecated functions

  • morningstar_data.direct.get_morningstar_datasets

  • morningstar_data.direct.get_datapoint_settings (NBI-961)