run_phase2.py

from sfdr2.data import SAMPLE_PORTFOLIO
from sfdr2.exclusions import screen_portfolio

out = screen_portfolio(SAMPLE_PORTFOLIO)

print("=" * 70)
print("PHASE 2 - PAB EXCLUSION SCREENING")
print("=" * 70)
for r in out["results"]:
    if r.excluded:
        tag = "EXCLUDED"
    elif r.data_gap:
        tag = "DATA GAP"
    else:
        tag = "CLEAR"
    print(f"\n[{tag:8s}] {r.issuer}  (weight {r.weight_pct:.1f}%)")
    for b in r.breaches:
        print(f"    - {b['basis']}")
    for g in r.gaps:
        print(f"    ? missing input for screen: {g}")

s = out["summary"]
print("\n" + "-" * 70)
print("PORTFOLIO SUMMARY")
print(f"  Issuers screened        : {s['n_issuers']}")
print(f"  Excluded (hard breach)  : {s['n_excluded']}  "
      f"({s['weight_excluded_pct']:.1f}% of weight)")
print(f"  Data-gap only (review)  : {s['n_data_gap_only']}  "
      f"({s['weight_data_gap_pct']:.1f}% of weight)")
print(f"  Clear of all screens    : {s['weight_clear_pct']:.1f}% of weight")
print("-" * 70)