Dev

pytest.ini

@@ -1,3 +1,4 @@
 [pytest]
 pythonpath = .
-addopts = --cov=. --cov-config=.coveragerc --cov-report=term --cov-report=html
+addopts = --cov=. --cov-config=.coveragerc --cov-report=term --cov-report=html
+filterwarnings = ignore:.*google.protobuf.pyext._message.ScalarMapContainer.*:DeprecationWarning

requirements.txt

@@ -1,10 +1,10 @@
 altair>=5.3
-filelock>=3.13
-numpy>=1.26.4
+filelock>=3.15
+numpy>=2.0.1
 pandas>=2.2.2
-polars>=0.20.19
-pytest>=8.1.1
+polars>=1.2.1
+pytest>=8.3.1
 pytest-cov>=5.0.0
-scipy>=1.12.0
-streamlit>=1.33
-yfinance>=0.2.37
+scipy>=1.14.0
+streamlit>=1.36
+yfinance>=0.2.41

src/data_manager.py

@@ -534,15 +534,15 @@ def _import_fund_info(self, f_name: Path) -> pl.LazyFrame:
                 # rating = ix -> moodys -> sp -> fitch
                 pl.col("ix_rtg")
                 .fill_null(pl.col("rtg_moody"))
-                .map_elements(lambda x: self.MOODY_TO_SP.get(x))
+                .map_elements(lambda x: self.MOODY_TO_SP.get(x), return_dtype=pl.String)
                 .fill_null(pl.col("rtg_sp"))
                 .fill_null(pl.col("rtg_fitch"))
                 .cast(self.RATING_TYPE)
                 .alias("rating"),
             )
             .with_columns(
                 pl.col("rating")
-                .map_elements(lambda x: self.RATING_TO_MRATING.get(x))
+                .map_elements(lambda x: self.RATING_TO_MRATING.get(x), return_dtype=pl.String)
                 .cast(self.MRATING_TYPE)
                 .alias("m_rating")
             )

tests/test_app.py

@@ -22,7 +22,7 @@ def test_app_with_adjusted_r_min():
     # Initial check to ensure the app started correctly.
     assert not at.exception, "The app should start without exceptions."
     assert "**Expected Return in 1y** = 7.0%" in at.markdown[0].value
-    assert "**Expected volatility** = 2.6%" in at.markdown[0].value
+    assert "**Expected volatility** = 2.5%" in at.markdown[0].value
 
     # Set the r_min slider to 8%.
     r_min_slider = at.sidebar.slider[0]
@@ -31,7 +31,7 @@ def test_app_with_adjusted_r_min():
     # Verify that the app didn't throw an exception after the change.
     assert not at.exception, "The app should not throw after setting r_min to 8%."
     assert "**Expected Return in 1y** = 8.0%" in at.markdown[0].value
-    assert "**Expected volatility** = 3.9%" in at.markdown[0].value
+    assert "**Expected volatility** = 3.8%" in at.markdown[0].value
 
 
 def test_app_remove_tickers():
@@ -41,11 +41,11 @@ def test_app_remove_tickers():
     # Initial check to ensure the app started correctly.
     assert not at.exception, "The app should start without exceptions."
     assert "**Expected Return in 1y** = 7.0%" in at.markdown[0].value
-    assert "**Expected volatility** = 2.6%" in at.markdown[0].value
+    assert "**Expected volatility** = 2.5%" in at.markdown[0].value
 
     at.sidebar.multiselect[0].unselect("Climate Focus").run()
 
     # Verify that the app didn't throw an exception after the change.
     assert not at.exception, "The app should not throw removing ticker"
     assert "**Expected Return in 1y** = 7.0%" in at.markdown[0].value
-    assert "**Expected volatility** = 2.9%" in at.markdown[0].value
+    assert "**Expected volatility** = 2.8%" in at.markdown[0].value