mirror of
https://github.com/OpenBB-finance/OpenBB.git
synced 2026-11-01 06:51:38 +00:00
[V5] openbb-sec: Refactor for V5 (#7525)
* refactor openbb-sec for v5 * linting * ty * normalize compare_company_facts * add workflows * python 3.10 fix * add more thorough url validation and tests * ty check * ty for python 3.10 * reconfigure with apps * temp pyproject overrride * pyproject * pyproject * pyproject * codespell * pyproject * fix uk schema file links in schema_files * test coverage * test_cli * port #7547 into this pr * no hard coded prefix * improve filing rendering capabilities * fix xml text detection * make codeql happy * missed a file in the commit * test coverage * codespell * fix flakey test * some updates * management_ownership --> management_profiles * proxy statement markdown * ruff * fix test coverage * more tests * test coverage * fix lint errors * Add SEC adviser search, profile, and universe routes (#7559) * Add SEC institutional data fetchers * Add SEC filing index and Form D routes * Add SEC investment adviser people data * Expose SEC adviser and institutional routes * fix(sec): address adviser review feedback * refactor(sec): narrow adviser support to IAPD search * feat(sec): add adviser firm and individual searches * feat(sec): add adviser profile drill-down * fix: repair pre-commit configuration * feat(sec): add adviser universe route * feat(sec): expose complete Form ADV data --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * fix test coverage --------- Co-authored-by: deeleeramone <> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
This commit is contained in:
Danglewood
167
.github/workflows/publish-openbb-sec.yml
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167
.github/workflows/publish-openbb-sec.yml
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name: 📦 publish openbb-sec
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# Triggers exclusively on the merge of a ``release/openbb-sec-v*`` branch into
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# ``develop`` (or ``v5``). No push / tag triggers. Four sequential jobs —
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# verify the 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 entire matrix is
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# green. The matrix stops at 3.14 because the provider's lxml dependency has no
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# prerelease (3.15) wheels yet.
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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-sec-v')) || github.event_name == 'workflow_dispatch' }}
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runs-on: ubuntu-latest
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outputs:
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version: ${{ steps.parse.outputs.version }}
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/providers/sec
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steps:
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- uses: actions/checkout@v6
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with:
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ref: develop
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- name: Parse [project].version from pyproject.toml
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id: parse
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run: |
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VERSION=$(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-sec/${VERSION}/json")
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case "$STATUS" in
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200)
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echo "::error::openbb-sec ${VERSION} is already published on PyPI."
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echo "Bump openbb_platform/providers/sec/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-sec ${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: ${{ github.event.pull_request.head.ref }}
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run: |
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EXPECTED="release/openbb-sec-v${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 '${VERSION}'."
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build:
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name: Build sdist + wheel
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needs: version-check
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runs-on: ubuntu-latest
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defaults:
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run:
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shell: bash
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working-directory: openbb_platform/providers/sec
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steps:
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- uses: actions/checkout@v6
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with:
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ref: develop
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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- run: python -m pip install --upgrade pip uv
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- name: Build sdist + wheel
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run: uv build --no-sources
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- uses: actions/upload-artifact@v4
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with:
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name: openbb-sec-dist
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path: openbb_platform/providers/sec/dist/
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if-no-files-found: error
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retention-days: 7
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test:
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name: Test (${{ 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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# Linux: full sweep across every released Python.
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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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# macOS + Windows: min and max supported.
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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/providers/sec
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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-sec 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_sec --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-sec-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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130
.github/workflows/test-unit-openbb-sec.yml
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130
.github/workflows/test-unit-openbb-sec.yml
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@@ -0,0 +1,130 @@
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name: 🧪 test openbb-sec
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# PR-test for the SEC provider. Triggers when a PR touches any file under
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# ``openbb_platform/providers/sec/`` 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 provider 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 unit suite replays entirely from VCR cassettes
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# and mocked transport — no network in CI. The matrix stops at 3.14 because the
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# provider's lxml dependency has no prerelease (3.15) wheels yet.
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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/providers/sec/**"
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- ".github/workflows/test-unit-openbb-sec.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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# Cancel in-flight matrix runs when a new commit lands on the same PR.
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group: test-openbb-sec-${{ 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/providers/sec
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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-sec-dist
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path: openbb_platform/providers/sec/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/providers/sec
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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-sec in editable mode (+ dev group)
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# ``-e .`` reads ``[tool.uv.sources]`` and resolves openbb-core /
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# openbb-devtools from the sibling source trees. ``--group dev``
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# pulls in ruff, ty, pytest, pytest-cov, pytest-recorder, etc.
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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_sec tests integration
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- name: ruff format --check
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run: ruff format --check openbb_sec tests integration
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- name: ty check
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run: ty check openbb_sec
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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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# Linux: full sweep across every released Python.
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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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# macOS + Windows: min and max supported.
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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/providers/sec
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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-sec 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_sec --cov-report=term-missing --cov-fail-under=100
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