mirror of
https://github.com/OpenBB-finance/OpenBB.git
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[V5] openbb-quantitative: Refactor for V5 (#7506)
* refactor quantitative for v5 * add factors endpoint and add a few charts --------- Co-authored-by: deeleeramone <>
This commit is contained in:
Danglewood
163
.github/workflows/publish-openbb-quantitative.yml
vendored
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163
.github/workflows/publish-openbb-quantitative.yml
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name: 📦 publish openbb-quantitative
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# Triggers exclusively on the merge of a ``release/openbb-quantitative-v*``
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# branch into ``develop`` (or ``v5``). Four sequential jobs — verify the
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# version bump, build once, test the built source across the full
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# cross-platform matrix, and only publish to PyPI if the matrix is green.
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on:
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pull_request:
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types: [closed]
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branches: [develop, v5]
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workflow_dispatch:
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permissions:
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contents: read
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jobs:
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version-check:
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name: Verify version bump
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if: ${{ (github.event_name == 'pull_request' && github.event.pull_request.merged == true && startsWith(github.event.pull_request.head.ref, 'release/openbb-quantitative-v')) || github.event_name == 'workflow_dispatch' }}
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runs-on: ubuntu-latest
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outputs:
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version: ${{ steps.parse.outputs.version }}
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/extensions/quantitative
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steps:
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- uses: actions/checkout@v6
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with:
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ref: develop
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- name: Parse [project].version from pyproject.toml
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id: parse
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run: |
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VERSION=$(grep -m1 -E '^version[[:space:]]*=' pyproject.toml | sed -E 's/^version[[:space:]]*=[[:space:]]*"([^"]+)".*/\1/')
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if [ -z "$VERSION" ]; then
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echo "::error::Could not parse [project].version from pyproject.toml."
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exit 1
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fi
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echo "Local version: $VERSION"
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echo "version=$VERSION" >> "$GITHUB_OUTPUT"
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- name: Fail if version already exists on PyPI
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env:
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VERSION: ${{ steps.parse.outputs.version }}
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run: |
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STATUS=$(curl -sS -o /dev/null -w "%{http_code}" "https://pypi.org/pypi/openbb-quantitative/${VERSION}/json")
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case "$STATUS" in
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200)
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echo "::error::openbb-quantitative ${VERSION} is already published on PyPI."
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echo "Bump openbb_platform/extensions/quantitative/pyproject.toml [project].version and re-merge a fresh release branch."
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exit 1
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;;
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404)
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echo "openbb-quantitative ${VERSION} is not yet on PyPI — proceeding."
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;;
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*)
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echo "::error::Unexpected status $STATUS from PyPI JSON API. Aborting to avoid a silent skip."
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exit 1
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;;
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esac
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- name: Verify release branch name matches pyproject version
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if: github.event_name == 'pull_request'
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env:
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VERSION: ${{ steps.parse.outputs.version }}
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BRANCH: ${{ github.event.pull_request.head.ref }}
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run: |
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EXPECTED="release/openbb-quantitative-v${VERSION}"
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if [ "$BRANCH" != "$EXPECTED" ]; then
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echo "::error::Release branch '${BRANCH}' does not match pyproject version '${VERSION}'."
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echo "Expected branch name: '${EXPECTED}'."
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echo "Either rename the release branch or update [project].version in pyproject.toml so they agree."
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exit 1
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fi
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echo "Branch '${BRANCH}' matches pyproject version '${VERSION}'."
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build:
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name: Build sdist + wheel
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needs: version-check
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runs-on: ubuntu-latest
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/extensions/quantitative
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steps:
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- uses: actions/checkout@v6
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with:
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ref: develop
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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- run: python -m pip install --upgrade pip uv
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- name: Build sdist + wheel
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run: uv build --no-sources
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- uses: actions/upload-artifact@v4
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with:
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name: openbb-quantitative-dist
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path: openbb_platform/extensions/quantitative/dist/
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if-no-files-found: error
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retention-days: 7
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test:
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name: Test (${{ matrix.os }} / Python ${{ matrix.python_version }})
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needs: build
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strategy:
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fail-fast: false
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matrix:
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include:
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- { os: ubuntu-latest, python_version: "3.10" }
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- { os: ubuntu-latest, python_version: "3.11" }
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- { os: ubuntu-latest, python_version: "3.12" }
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- { os: ubuntu-latest, python_version: "3.13" }
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- { os: ubuntu-latest, python_version: "3.14" }
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- { os: macos-latest, python_version: "3.10" }
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- { os: macos-latest, python_version: "3.14" }
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- { os: windows-latest, python_version: "3.10" }
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- { os: windows-latest, python_version: "3.14" }
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runs-on: ${{ matrix.os }}
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/extensions/quantitative
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steps:
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- uses: actions/checkout@v6
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with:
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ref: develop
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- uses: actions/setup-python@v6
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with:
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python-version: ${{ matrix.python_version }}
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allow-prereleases: true
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- run: python -m pip install --upgrade pip uv
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- name: Install openbb-quantitative from source (+ dev group)
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run: |
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uv pip install --system -e .
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uv pip install --system --group dev
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- name: Run unit tests
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run: pytest tests --cov=openbb_quantitative --cov-report=term-missing
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publish:
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name: Publish to PyPI
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needs: test
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runs-on: ubuntu-latest
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permissions:
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id-token: write # required for PyPI OIDC trusted publishing
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steps:
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- uses: actions/download-artifact@v4
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with:
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name: openbb-quantitative-dist
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path: dist
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- uses: pypa/gh-action-pypi-publish@release/v1
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with:
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packages-dir: dist
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122
.github/workflows/test-unit-openbb-quantitative.yml
vendored
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122
.github/workflows/test-unit-openbb-quantitative.yml
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@@ -0,0 +1,122 @@
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name: 🧪 test openbb-quantitative
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# PR-test for the Quantitative extension. Triggers when a PR touches any file
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# under ``openbb_platform/extensions/quantitative/`` or this workflow itself.
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#
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# Build-once, test-many: a single ``build`` job produces the wheel + sdist;
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# the ``lint`` and ``test`` jobs install the extension editable from source
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# (``[tool.uv.sources]`` pins openbb-core to the sibling tree, since
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# openbb-core>=2.0.0 is not yet on PyPI) and run across every supported
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# (OS, Python) combination. The command suite is pure compute — no network.
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on:
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pull_request:
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branches: [develop, main, v5]
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paths:
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- "openbb_platform/extensions/quantitative/**"
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- ".github/workflows/test-unit-openbb-quantitative.yml"
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workflow_dispatch:
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permissions:
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contents: read
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concurrency:
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group: test-openbb-quantitative-${{ github.event.pull_request.number || github.ref }}
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cancel-in-progress: true
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jobs:
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build:
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name: Build sdist + wheel
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runs-on: ubuntu-latest
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/extensions/quantitative
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steps:
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- uses: actions/checkout@v6
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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- run: python -m pip install --upgrade pip uv
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- name: Build sdist + wheel
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run: uv build --no-sources
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- uses: actions/upload-artifact@v4
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with:
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name: openbb-quantitative-dist
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path: openbb_platform/extensions/quantitative/dist/
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if-no-files-found: error
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retention-days: 7
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lint:
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name: Lint (ruff + ty)
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needs: build
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runs-on: ubuntu-latest
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/extensions/quantitative
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steps:
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- uses: actions/checkout@v6
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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- run: python -m pip install --upgrade pip uv
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- name: Install openbb-quantitative in editable mode (+ dev group)
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run: |
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uv pip install --system -e .
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uv pip install --system --group dev
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- name: ruff check
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run: ruff check openbb_quantitative tests integration
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- name: ruff format --check
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run: ruff format --check openbb_quantitative tests integration
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- name: ty check
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run: ty check openbb_quantitative
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test:
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name: Test (${{ matrix.os }} / Python ${{ matrix.python_version }})
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needs: build
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strategy:
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fail-fast: false
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matrix:
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include:
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- { os: ubuntu-latest, python_version: "3.10" }
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- { os: ubuntu-latest, python_version: "3.11" }
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- { os: ubuntu-latest, python_version: "3.12" }
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- { os: ubuntu-latest, python_version: "3.13" }
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- { os: ubuntu-latest, python_version: "3.14" }
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- { os: macos-latest, python_version: "3.10" }
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- { os: macos-latest, python_version: "3.14" }
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- { os: windows-latest, python_version: "3.10" }
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- { os: windows-latest, python_version: "3.14" }
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runs-on: ${{ matrix.os }}
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/extensions/quantitative
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steps:
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- uses: actions/checkout@v6
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- uses: actions/setup-python@v6
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with:
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python-version: ${{ matrix.python_version }}
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allow-prereleases: true
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- run: python -m pip install --upgrade pip uv
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- name: Install openbb-quantitative from source (+ dev group)
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run: |
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uv pip install --system -e .
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uv pip install --system --group dev
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- name: Run unit tests
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run: pytest tests --cov=openbb_quantitative --cov-report=term-missing --cov-fail-under=100
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