Changelog#

Morningstar_Data 1.10.3 (2024-12-19)#

Bug Fixes#

  • Fix the bug where passing a single period (‘.’) or a single character followed by a slash (e.g., ‘a/’) as a folder name causes an invalid folder name in the delivery function and throws an exception.

Morningstar_Data 1.10.2 (2024-11-14)#

Bug Fixes#

  • Fix occasional data issue with direct.performance_report.calculate_report

Morningstar_Data 1.10.1 (2024-10-17)#

Bug Fixes#

  • Increased timeout on md.portfolio.get_data() calls.

Morningstar_Data 1.10.0 (2024-09-18)#

Documentation Fixes#

  • Remove the “upcoming” flag from the deliver() function as it is now generally available.

Morningstar_Data 1.9.10 (2024-09-09)#

Bug Fixes#

  • Prevent calling portfolio.get_data() with both data_point_settings and data_set_id, since only one will be used. Raise an exception if portfolio.get_data() is called with an invalid data_set_id instead of using default settings.

Morningstar_Data 1.9.9 (2024-09-05)#

No significant changes.

Morningstar_Data 1.9.8 (2024-08-27)#

Bug Fixes#

  • Allow all characters in filenames for data feed delivery filenames

Morningstar_Data 1.9.7 (2024-08-14)#

Trivial/Internal Changes#

  • Linting and formatting updates

Morningstar_Data 1.9.6 (2024-04-29)#

Bug Fixes#

  • Fixed a bug where morningstar_data would fail when downstream APIs failed. Now users will see more helpful error messages in error cases.

Trivial/Internal Changes#

  • Update output file name to include mds-request-id in filename so that MDS can identify files in their S3 bucket based on the s3 key and request id of the feed run

Morningstar_Data 1.9.5 (2024-04-24)#

Bug Fixes#

  • Generally timeouts will be managed by the API, but set a very high maximum timeout as fallback.

Morningstar_Data 1.9.3 (2024-04-15)#

Features#

  • md.utils.deliver throws exception if delivery is failed

Documentation Fixes#

  • Reversed order of the versions list in the docs menu and made so that the copyright text in the footer shows the current year.

Morningstar_Data 1.9.2 (2024-04-02)#

Bug Fixes#

  • Specify minimum required version of pyarrow (10.0.1)

Morningstar_Data 1.9.1 (2024-03-14)#

Bug Fixes#

  • Update md.utils.deliver to show more clear errors when delivery fails

Morningstar_Data 1.9.0 (2024-03-13)#

Features#

  • Use new backend to perform most calculations server-side rather than on the client machine

  • Add support for Pandas 2.x

Bug Fixes#

  • Fixed a bug with get_holdings() that would only return holdings for the first investment in a list.

Morningstar_Data 1.8.0 (2024-03-04)#

Features#

  • md.utils.deliver supports delivery of multiple files as well as multiple delivery locations

Morningstar_Data 1.7.1 (2024-02-13)#

Bug Fixes#

  • dry_run argument for get_asset_flow() requires the argument investments to be a list of at least one investment.

Morningstar_Data 1.7.0 (2023-11-15)#

Bug Fixes#

  • The “client_accounts” portfolio_type is no longer supported. Portfolios which previously had the type “client_accounts” now have the type “model_portfolios”.

Morningstar_Data 1.6.10 (2023-11-01)#

Features#

  • Enable S3 multipart upload to support files larger than 5 GB.

Morningstar_Data 1.6.9 (2023-10-30)#

Bug Fixes#

  • Improve performance monitoring of feed runs.

Morningstar_Data 1.6.8 (2023-10-16)#

Features#

  • Add dry_run argument to get_holdings() which is used to show a preview of the cells consumed by the query without running it.

Bug Fixes#

  • Fix occasional bug retrieving user details which could impact feed delivery.

Morningstar_Data 1.6.7 (2023-09-22)#

No significant changes.

Morningstar_Data 1.6.6 (2023-09-18)#

No significant changes.

Morningstar_Data 1.6.5 (2023-09-18)#

Bug Fixes#

  • Fixed bug where users would receive the error “AttributeError: ‘NoneType’ object has no attribute ‘strip’” when accessing certain investment lists

Morningstar_Data 1.6.4 (2023-09-14)#

Features#

  • Support the use of some datapoints which may not be available to Direct datasets

Morningstar_Data 1.6.3 (2023-08-29)#

No significant changes.

Morningstar_Data 1.6.2 (2023-08-28)#

No significant changes.

Morningstar_Data 1.6.1 (2023-08-09)#

Features#

    1. Format time series data to be returned in a more readable format.

    2. Format long time series data for get_returns function and get_excess_returns function.

    3. Added a new parameter to get_investment function to output long time series data format. class TimeSeriesFormat(str, Enum):

    LONG = “Long” WIDE = “Wide” LONG_WITHOUT_NAME = “LongWithoutName”

Morningstar_Data 1.6.0 (2023-08-09)#

Bug Fixes#

  • fix bug for _investments_object List with categories produces no results

Morningstar_Data 1.5.0 (2023-07-27)#

Features#

  • Add dry_run argument to get_investment_data() and get_asset_flow() which is used to show a preview of the cells consumed by the query without running it.

Morningstar_Data 1.4.0 (2023-07-26)#

Features#

  • Add investments argument to get_holdings() which accepts the same data types as get_investment_data(). Deprecate investment_ids argument for get_holdings()

Morningstar_Data 1.3.3 (2023-07-20)#

Bug Fixes#

  • Use request id if supplied, otherwise generate a new one.

Morningstar_Data 1.3.2 (2023-07-18)#

No significant changes.

Morningstar_Data 1.3.1 (2023-07-11)#

Features#

  • Allow importing morningstar_data without MD_AUTH_TOKEN env var being set.

Morningstar_Data 1.3.0 (2023-06-23)#

No significant changes.

Morningstar_Data 1.2.0 (2023-06-20)#

Features#

  • Change supported Python versions to >=3.8, <4.0

  • Fix the warnings for get_returns() and get_excess_returns()

  • Use pd.concat instead of the deprecated pd.append

Bug Fixes#

  • Fix errors which caused update_portfolio_holdings and save_portfolio_settings to not work as expected

Morningstar_Data 1.1.1 (2023-05-30)#

No significant changes.

Morningstar_Data 1.1.0 (2023-05-19)#

Backwards Incompatible Changes#

  • Updated request_id in user requests to improve logging.

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

Morningstar_Data 0.19.1 (2023-05-05)#

No significant changes.

Morningstar_Data 0.19.0 (2023-04-03)#

Features#

Trivial/Internal Changes#