[V5] openbb-cboe: Refactor for V5 + Add Payoff Diagrams (#7617)

* refactor cboe for v5

* use zoneinfo instead

* fix test

* some fixes related to the cache access

* fix a couple of tests

* fix the test coverage
This commit is contained in:
Danglewood
2026-09-23 13:00:39 -07:00
committed by GitHub
parent 124a420f79
commit d1f71e670c
67 changed files with 58641 additions and 27131 deletions

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name: 📦 publish openbb-cboe
# Triggers exclusively on the merge of a ``release/openbb-cboe-v*``
# branch into ``develop`` (or ``v5``). No push / tag triggers. Four
# sequential jobs — verify the version bump, build once, test the built
# source across the full cross-platform matrix, and only publish to PyPI
# if the entire matrix is green.
on:
pull_request:
types: [closed]
branches: [develop, v5]
workflow_dispatch:
permissions:
contents: read
jobs:
version-check:
name: Verify version bump
if: ${{ (github.event_name == 'pull_request' && github.event.pull_request.merged == true && startsWith(github.event.pull_request.head.ref, 'release/openbb-cboe-v')) || github.event_name == 'workflow_dispatch' }}
runs-on: ubuntu-latest
outputs:
version: ${{ steps.parse.outputs.version }}
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/cboe
steps:
- uses: actions/checkout@v6
with:
ref: develop
- name: Parse [project].version from pyproject.toml
id: parse
run: |
VERSION=$(grep -m1 -E '^version[[:space:]]*=' pyproject.toml | sed -E 's/^version[[:space:]]*=[[:space:]]*"([^"]+)".*/\1/')
if [ -z "$VERSION" ]; then
echo "::error::Could not parse [project].version from pyproject.toml."
exit 1
fi
echo "Local version: $VERSION"
echo "version=$VERSION" >> "$GITHUB_OUTPUT"
- name: Fail if version already exists on PyPI
env:
VERSION: ${{ steps.parse.outputs.version }}
run: |
STATUS=$(curl -sS -o /dev/null -w "%{http_code}" "https://pypi.org/pypi/openbb-cboe/${VERSION}/json")
case "$STATUS" in
200)
echo "::error::openbb-cboe ${VERSION} is already published on PyPI."
echo "Bump openbb_platform/providers/cboe/pyproject.toml [project].version and re-merge a fresh release branch."
exit 1
;;
404)
echo "openbb-cboe ${VERSION} is not yet on PyPI — proceeding."
;;
*)
echo "::error::Unexpected status $STATUS from PyPI JSON API. Aborting to avoid a silent skip."
exit 1
;;
esac
- name: Verify release branch name matches pyproject version
if: github.event_name == 'pull_request'
env:
VERSION: ${{ steps.parse.outputs.version }}
BRANCH: ${{ github.event.pull_request.head.ref }}
run: |
EXPECTED="release/openbb-cboe-v${VERSION}"
if [ "$BRANCH" != "$EXPECTED" ]; then
echo "::error::Release branch '${BRANCH}' does not match pyproject version '${VERSION}'."
echo "Expected branch name: '${EXPECTED}'."
echo "Either rename the release branch or update [project].version in pyproject.toml so they agree."
exit 1
fi
echo "Branch '${BRANCH}' matches pyproject version '${VERSION}'."
build:
name: Build sdist + wheel
needs: version-check
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/cboe
steps:
- uses: actions/checkout@v6
with:
ref: develop
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Build sdist + wheel
run: uv build --no-sources
- uses: actions/upload-artifact@v4
with:
name: openbb-cboe-dist
path: openbb_platform/providers/cboe/dist/
if-no-files-found: error
retention-days: 7
test:
name: Test (${{ matrix.os }} / Python ${{ matrix.python_version }})
needs: build
strategy:
fail-fast: false
matrix:
include:
# Linux: full sweep across every released Python.
- { os: ubuntu-latest, python_version: "3.10" }
- { os: ubuntu-latest, python_version: "3.11" }
- { os: ubuntu-latest, python_version: "3.12" }
- { os: ubuntu-latest, python_version: "3.13" }
- { os: ubuntu-latest, python_version: "3.14" }
# macOS + Windows: min and max supported.
- { os: macos-latest, python_version: "3.10" }
- { os: macos-latest, python_version: "3.14" }
- { os: windows-latest, python_version: "3.10" }
- { os: windows-latest, python_version: "3.14" }
runs-on: ${{ matrix.os }}
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/cboe
steps:
- uses: actions/checkout@v6
with:
ref: develop
- uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python_version }}
allow-prereleases: true
- run: python -m pip install --upgrade pip uv
- name: Install openbb-cboe from source (+ dev group)
run: |
uv pip install --system -e '.[charting]'
uv pip install --system --group dev
- name: Run unit tests
run: pytest tests --cov=openbb_cboe --cov-report=term-missing
publish:
name: Publish to PyPI
needs: test
runs-on: ubuntu-latest
permissions:
id-token: write # required for PyPI OIDC trusted publishing
steps:
- uses: actions/download-artifact@v4
with:
name: openbb-cboe-dist
path: dist
- uses: pypa/gh-action-pypi-publish@release/v1
with:
packages-dir: dist

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name: 🧪 test openbb-cboe
# PR-test for the Cboe provider. Triggers when a PR touches any file
# under ``openbb_platform/providers/cboe/`` or this workflow itself.
#
# Build-once, test-many: a single ``build`` job produces the wheel + sdist;
# the ``lint`` and ``test`` jobs install the provider editable from source
# (``[tool.uv.sources]`` pins openbb-core to the sibling tree, since
# openbb-core>=2.0.0 is not yet on PyPI) and run across every supported
# (OS, Python) combination. The provider ships its assets in-tree, so the
# test suite replays entirely from VCR cassettes and bundled fixtures — no
# network in CI.
on:
pull_request:
branches: [develop, main, v5, feature/v5-platform-api]
paths:
- "openbb_platform/providers/cboe/**"
- ".github/workflows/test-unit-openbb-cboe.yml"
workflow_dispatch:
permissions:
contents: read
concurrency:
# Cancel in-flight matrix runs when a new commit lands on the same PR.
group: test-openbb-cboe-${{ github.event.pull_request.number || github.ref }}
cancel-in-progress: true
jobs:
build:
name: Build sdist + wheel
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/cboe
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Build sdist + wheel
run: uv build --no-sources
- uses: actions/upload-artifact@v4
with:
name: openbb-cboe-dist
path: openbb_platform/providers/cboe/dist/
if-no-files-found: error
retention-days: 7
lint:
name: Lint (ruff + ty)
needs: build
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/cboe
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Install openbb-cboe in editable mode (+ dev group)
# ``-e .`` reads ``[tool.uv.sources]`` and resolves openbb-core /
# openbb-devtools from the sibling source trees. ``--group dev``
# pulls in ruff, ty, pytest, pytest-cov, pytest-recorder, etc.
run: |
uv pip install --system -e '.[charting]'
uv pip install --system --group dev
- name: ruff check
run: ruff check openbb_cboe tests integration
- name: ruff format --check
run: ruff format --check openbb_cboe tests integration
- name: ty check
run: ty check openbb_cboe
test:
name: Test (${{ matrix.os }} / Python ${{ matrix.python_version }})
needs: build
strategy:
fail-fast: false
matrix:
include:
# Linux: full sweep across every released Python.
- { os: ubuntu-latest, python_version: "3.10" }
- { os: ubuntu-latest, python_version: "3.11" }
- { os: ubuntu-latest, python_version: "3.12" }
- { os: ubuntu-latest, python_version: "3.13" }
- { os: ubuntu-latest, python_version: "3.14" }
# macOS + Windows: min and max supported.
- { os: macos-latest, python_version: "3.10" }
- { os: macos-latest, python_version: "3.14" }
- { os: windows-latest, python_version: "3.10" }
- { os: windows-latest, python_version: "3.14" }
runs-on: ${{ matrix.os }}
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/cboe
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python_version }}
allow-prereleases: true
- run: python -m pip install --upgrade pip uv
- name: Install openbb-cboe from source (+ dev group)
run: |
uv pip install --system -e '.[charting]'
uv pip install --system --group dev
- name: Run unit tests
run: pytest tests --cov=openbb_cboe --cov-report=term-missing --cov-fail-under=100