From 06daf98366ded0db188eefb0bbf2558e51201ef3 Mon Sep 17 00:00:00 2001
From: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date: Wed, 29 Nov 2023 05:50:22 -0800
Subject: [PATCH] hotfix/fmp-insider-trading - Fix FMP Insider Trading (#5817)

* fix fmp insider trading

* re-capture tests

* fix intrinio test
---
 .../standard_models/insider_trading.py        |   2 +-
 .../equity/integration/test_equity_api.py     |   2 +-
 .../equity/integration/test_equity_python.py  |   2 +-
 .../fmp/openbb_fmp/models/insider_trading.py  |  24 +-
 .../fmp/openbb_fmp/utils/definitions.py       |  58 ++--
 .../test_fmp_insider_trading_fetcher.yaml     | 303 +++++++++++++-----
 ...test_intrinio_insider_trading_fetcher.yaml | 231 ++++---------
 .../intrinio/tests/test_intrinio_fetchers.py  |   6 +-
 8 files changed, 338 insertions(+), 290 deletions(-)

diff --git a/openbb_platform/core/openbb_core/provider/standard_models/insider_trading.py b/openbb_platform/core/openbb_core/provider/standard_models/insider_trading.py
index e9842d2c92a..057007b35ec 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/insider_trading.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/insider_trading.py
@@ -19,7 +19,7 @@ class InsiderTradingQueryParams(QueryParams):
 
     symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
     limit: StrictInt = Field(
-        default=100,
+        default=500,
         description=QUERY_DESCRIPTIONS.get("limit", ""),
     )
 
diff --git a/openbb_platform/extensions/equity/integration/test_equity_api.py b/openbb_platform/extensions/equity/integration/test_equity_api.py
index e4596ea09de..ff328e373cc 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_api.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_api.py
@@ -392,7 +392,7 @@ def test_equity_fundamental_income_growth(params, headers):
                 "provider": "fmp",
                 "symbol": "AAPL",
                 "limit": 10,
-                "transaction_type": ["P-Purchase"],
+                "transaction_type": None,
             }
         ),
         (
diff --git a/openbb_platform/extensions/equity/integration/test_equity_python.py b/openbb_platform/extensions/equity/integration/test_equity_python.py
index 13dbdc43fad..49662de4a3f 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_python.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_python.py
@@ -373,7 +373,7 @@ def test_equity_fundamental_income_growth(params, obb):
                 "provider": "fmp",
                 "symbol": "AAPL",
                 "limit": 10,
-                "transaction_type": ["P-Purchase"],
+                "transaction_type": None,
             }
         ),
         (
diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/insider_trading.py b/openbb_platform/providers/fmp/openbb_fmp/models/insider_trading.py
index 407b8f0d218..ac23882d6a9 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/insider_trading.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/insider_trading.py
@@ -1,6 +1,6 @@
 """FMP Insider Trading Model."""
 
-from typing import Any, Dict, List, Optional, Union
+from typing import Any, Dict, List, Optional
 
 from openbb_core.provider.abstract.fetcher import Fetcher
 from openbb_core.provider.standard_models.insider_trading import (
@@ -8,9 +8,9 @@ from openbb_core.provider.standard_models.insider_trading import (
     InsiderTradingQueryParams,
 )
 from openbb_core.provider.utils.helpers import get_querystring
-from openbb_fmp.utils.definitions import TRANSACTION_TYPES
+from openbb_fmp.utils.definitions import TRANSACTION_TYPES, TRANSACTION_TYPES_DICT
 from openbb_fmp.utils.helpers import get_data_many
-from pydantic import Field, model_validator
+from pydantic import Field
 
 
 class FMPInsiderTradingQueryParams(InsiderTradingQueryParams):
@@ -19,20 +19,12 @@ class FMPInsiderTradingQueryParams(InsiderTradingQueryParams):
     Source: https://site.financialmodelingprep.com/developer/docs/#Stock-Insider-Trading
     """
 
-    transaction_type: Optional[Union[List[TRANSACTION_TYPES], str]] = Field(
-        default=["P-Purchase"],
+    transaction_type: TRANSACTION_TYPES = Field(
+        default=None,
         description="Type of the transaction.",
         alias="transactionType",
     )
 
-    @model_validator(mode="after")
-    @classmethod
-    def validate_transaction_type(cls, values: "InsiderTradingQueryParams"):
-        """Validate the transaction type."""
-        if isinstance(values.transaction_type, list):
-            values.transaction_type = ",".join(values.transaction_type)
-        return values
-
 
 class FMPInsiderTradingData(InsiderTradingData):
     """FMP Insider Trading Data."""
@@ -71,7 +63,11 @@ class FMPInsiderTradingFetcher(
     ) -> List[Dict]:
         """Return the raw data from the FMP endpoint."""
         api_key = credentials.get("fmp_api_key") if credentials else ""
-
+        query.transaction_type = (
+            TRANSACTION_TYPES_DICT[query.transaction_type]
+            if query.transaction_type
+            else None
+        )
         base_url = "https://financialmodelingprep.com/api/v4/insider-trading"
         query_str = get_querystring(query.model_dump(by_alias=True), ["page"])
 
diff --git a/openbb_platform/providers/fmp/openbb_fmp/utils/definitions.py b/openbb_platform/providers/fmp/openbb_fmp/utils/definitions.py
index 47c45e0be34..503e001ad59 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/utils/definitions.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/utils/definitions.py
@@ -139,22 +139,44 @@ MARKETS = Literal[
 ]
 
 TRANSACTION_TYPES = Literal[
-    "A-Award",
-    "C-Conversion",
-    "D-Return",
-    "E-ExpireShort",
-    "F-InKind",
-    "G-Gift",
-    "H-ExpireLong",
-    "I-Discretionary",
-    "J-Other",
-    "L-Small",
-    "M-Exempt",
-    "O-OutOfTheMoney",
-    "P-Purchase",
-    "S-Sale",
-    "U-Tender",
-    "W-Will",
-    "X-InTheMoney",
-    "Z-Trust",
+    None,
+    "award",
+    "conversion",
+    "return",
+    "expire_short",
+    "in_kind",
+    "gift",
+    "expire_long",
+    "discretionary",
+    "other",
+    "small",
+    "exempt",
+    "otm",
+    "purchase",
+    "sale",
+    "tender",
+    "will",
+    "itm",
+    "trust",
 ]
+
+TRANSACTION_TYPES_DICT = {
+    "award": "A-Award",
+    "conversion": "C-Conversion",
+    "return": "D-Return",
+    "expire_short": "E-ExpireShort",
+    "in_kind": "F-InKind",
+    "gift": "G-Gift",
+    "expire_long": "H-ExpireLong",
+    "discretionary": "I-Discretionary",
+    "other": "J-Other",
+    "small": "L-Small",
+    "exempt": "M-Exempt",
+    "otm": "O-OutOfTheMoney",
+    "purchase": "P-Purchase",
+    "sale": "S-Sale",
+    "tender": "U-Tender",
+    "will": "W-Will",
+    "itm": "X-InTheMoney",
+    "trust": "Z-Trust",
+}
diff --git a/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_insider_trading_fetcher.yaml b/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_insider_trading_fetcher.yaml
index 675c878ca96..d77cd84583b 100644
--- a/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_insider_trading_fetcher.yaml
+++ b/openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_insider_trading_fetcher.yaml
@@ -9,27 +9,66 @@ interactions:
       Connection:
       - keep-alive
     method: GET
-    uri: https://financialmodelingprep.com/api/v4/insider-trading?apikey=MOCK_API_KEY&limit=100&page=0&symbol=AAPL&transactionType=P-Purchase
+    uri: https://financialmodelingprep.com/api/v4/insider-trading?apikey=MOCK_API_KEY&limit=500&page=0&symbol=AAPL
   response:
     body:
       string: !!binary |
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+        /jb6eeJm+TW1cbPd/vuXf/0fWyWz1CfnAAA=
     headers:
       Access-Control-Allow-Credentials:
       - 'true'
@@ -49,9 +88,9 @@ interactions:
       Content-Type:
       - application/json; charset=utf-8
       Date:
-      - Thu, 23 Nov 2023 15:37:00 GMT
+      - Wed, 29 Nov 2023 01:48:29 GMT
       ETag:
-      - W/"2cf3-POGuhFFFDsLUP2Mt0xcWd1R6lJk"
+      - W/"e727-AOJzv/+97a+pNGHQEVsrW8CKeqA"
       Server:
       - nginx/1.18.0 (Ubuntu)
       Transfer-Encoding:
@@ -75,65 +114,66 @@ interactions:
       Connection:
       - keep-alive
     method: GET
-    uri: https://financialmodelingprep.com/api/v4/insider-trading?apikey=MOCK_API_KEY&limit=100&page=1&symbol=AAPL&transactionType=P-Purchase
+    uri: https://financialmodelingprep.com/api/v4/insider-trading?apikey=MOCK_API_KEY&limit=500&page=1&symbol=AAPL
   response:
     body:
       string: !!binary |
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+    headers:
+      Access-Control-Allow-Credentials:
+      - 'true'
+      Access-Control-Allow-Headers:
+      - X-Requested-With, content-type, auth-token, Authorization, stripe-signature,
+        APPS
+      Access-Control-Allow-Methods:
+      - GET, POST, OPTIONS
+      Access-Control-Allow-Origin:
+      - '*'
+      Access-Control-Max-Age:
+      - '3600'
+      Connection:
+      - keep-alive
+      Content-Encoding:
+      - gzip
+      Content-Type:
+      - application/json; charset=utf-8
+      Date:
+      - Wed, 29 Nov 2023 01:48:30 GMT
+      ETag:
+      - W/"e4df-heT+TzV14c2GfSyEM+xffZ9rhPw"
       Server:
       - nginx/1.18.0 (Ubuntu)
       Transfer-Encoding:
diff --git a/openbb_platform/providers/intrinio/tests/record/http/test_intrinio_fetchers/test_intrinio_insider_trading_fetcher.yaml b/openbb_platform/providers/intrinio/tests/record/http/test_intrinio_fetchers/test_intrinio_insider_trading_fetcher.yaml
index 5bb51df9c11..5d8dcadd5e6 100644
--- a/openbb_platform/providers/intrinio/tests/record/http/test_intrinio_fetchers/test_intrinio_insider_trading_fetcher.yaml
+++ b/openbb_platform/providers/intrinio/tests/record/http/test_intrinio_fetchers/test_intrinio_insider_trading_fetcher.yaml
@@ -9,184 +9,63 @@ interactions:
       Connection:
       - keep-alive
     method: GET
-    uri: https://api-v2.intrinio.com/companies/AAPL/insider_transaction_filings?api_key=MOCK_API_KEY&end_date=2023-11-28&page_size=100&sort_by=updated_on&start_date=2018-11-28
+    uri: https://api-v2.intrinio.com/companies/AAPL/insider_transaction_filings?api_key=MOCK_API_KEY&end_date=2023-06-06&page_size=500&sort_by=updated_on&start_date=2023-01-01
   response:
     body:
       string: !!binary |
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+        a3dau1O78CO8dUanFfytF/zf1Bm9bb7GQu55DRopAUepK/ckck8QxpRCW2pk5V673Cf11rbUaFPB
+        ZAU/b6nRm6b8LPReGFo8EaUu/zTRe04xY8Tmn63e6zfvJURbJ/c2Hmg+HZE7GhhNooF7jhc53XEU
+        D3uBN3CU3jlKLfu9zc1LW1CZ30Inf4w5sjFma4Fucoz5RfNY/0ne/MxK+1EJ1CMmf3caX9jp/5IF
+        p5/bfLO7LOw59VXfD9Q3H/64vvzUAheXzWtxcvrl8ApP9m1bMQ5/qnv4D3Fn5H2d9dTP/wMAAP//
+        AwDrkOiRAdUAAA==
     headers:
       Connection:
       - keep-alive
@@ -195,7 +74,7 @@ interactions:
       Content-Type:
       - application/json
       Date:
-      - Mon, 27 Nov 2023 20:32:30 GMT
+      - Wed, 29 Nov 2023 01:58:10 GMT
       Transfer-Encoding:
       - chunked
       Vary:
diff --git a/openbb_platform/providers/intrinio/tests/test_intrinio_fetchers.py b/openbb_platform/providers/intrinio/tests/test_intrinio_fetchers.py
index 9dc9f67c82b..ae1c9ac5914 100644
--- a/openbb_platform/providers/intrinio/tests/test_intrinio_fetchers.py
+++ b/openbb_platform/providers/intrinio/tests/test_intrinio_fetchers.py
@@ -269,7 +269,11 @@ def test_intrinio_company_filings_fetcher(credentials=test_credentials):
 
 @pytest.mark.record_http
 def test_intrinio_insider_trading_fetcher(credentials=test_credentials):
-    params = {"symbol": "AAPL"}
+    params = {
+        "symbol": "AAPL",
+        "start_date": date(2023, 1, 1),
+        "end_date": date(2023, 6, 6),
+    }
 
     fetcher = IntrinioInsiderTradingFetcher()
     result = fetcher.test(params, credentials)