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[Feature] Deprecate etf.holdings_performance endpoint (#6441)

Browse Source 
* ignore the env created on the dev container (which lives inside the project folder)

* broken urls

* remove endpoint

* empty file

* deprecate

* ruff
This commit is contained in:
Henrique Joaquim
2024-05-20 19:05:32 +01:00
committed by GitHub
parent 6fd00e7876
commit e292237374
12 changed files with 5 additions and 488 deletions
Download Patch File Download Diff File Expand all files Collapse all files

3
.gitignore vendored
View File

@@ -52,3 +52,6 @@ cli/openbb_cli/assets/styles/user/hub.richstyle.json
# Platform
openbb_platform/openbb/package/*
# Dev Container env
obb/*

4
cli/README.md vendored
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@@ -14,7 +14,7 @@ The OpenBB Platform CLI is a command line interface that wraps [OpenBB Platform]
It offers a convenient way to interact with the OpenBB Platform and its extensions, as well as automate data collection via OpenBB Routine Scripts.
Find the most complete documentation, examples, and usage guides for the OpenBB Platform CLI [here](https://my.openbb.co/app/cli).
Find the most complete documentation, examples, and usage guides for the OpenBB Platform CLI [here](https://docs.openbb.co/cli).
## Installation
@@ -24,7 +24,7 @@ The command below provides access to the all the available OpenBB extensions beh
pip install openbb-cli
```
> Note: Find the most complete installation hints and tips [here](https://my.openbb.co/app/cli/installation).
> Note: Find the most complete installation hints and tips [here](https://docs.openbb.co/cli/installation).
After the installation is complete, you can deploy the OpenBB Platform CLI by running the following command:

14
openbb_platform/core/openbb_core/provider/standard_models/etf_holdings_performance.py
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@@ -1,14 +0,0 @@
"""ETF Holdings Performance Standard Model."""
from .recent_performance import (
RecentPerformanceData,
RecentPerformanceQueryParams,
)
class ETFHoldingsPerformanceQueryParams(RecentPerformanceQueryParams):
"""ETF Holdings Performance Query."""
class ETFHoldingsPerformanceData(RecentPerformanceData):
"""ETF Holdings Performance Data."""

1
openbb_platform/core/tests/app/test_charting_manager.py
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@@ -1 +0,0 @@
"""Test ChartingManager."""

4
openbb_platform/core/tests/app/test_deprecation.py
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@@ -2,7 +2,6 @@
import unittest
import pytest
from openbb_core.app.static.package_builder import PathHandler
from openbb_core.app.version import VERSION, get_major_minor
@@ -10,9 +9,6 @@ from openbb_core.app.version import VERSION, get_major_minor
class DeprecatedCommandsTest(unittest.TestCase):
"""Test deprecated commands."""
@pytest.mark.skip(
"We forgot to deprecate /etf/holdings_performance. Check this endpoint next release."
)
def test_deprecated_commands(self):
"""Test deprecated commands."""
current_major_minor = get_major_minor(VERSION)

19
openbb_platform/extensions/etf/integration/test_etf_api.py
View File

@@ -463,25 +463,6 @@ def test_etf_discovery_active(params, headers):
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "SPY", "provider": "fmp"}),
({"symbol": "QQQ", "provider": "fmp"}),
],
)
@pytest.mark.integration
def test_etf_holdings_performance(params, headers):
"""Test the ETF holdings performance endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/etf/holdings_performance?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[

18
openbb_platform/extensions/etf/integration/test_etf_python.py
View File

@@ -446,24 +446,6 @@ def test_etf_discovery_active(params, obb):
assert len(result.results) > 0
@parametrize(
"params",
[
({"symbol": "SPY", "provider": "fmp"}),
({"symbol": "QQQ", "provider": "fmp"}),
],
)
@pytest.mark.integration
def test_etf_holdings_performance(params, obb):
"""Test the ETF holdings performance endpoint."""
params = {p: v for p, v in params.items() if v}
result = obb.etf.holdings_performance(**params)
assert result
assert isinstance(result, OBBject)
assert len(result.results) > 0
@parametrize(
"params",
[

22
openbb_platform/extensions/etf/openbb_etf/etf_router.py
View File

@@ -1,6 +1,5 @@
"""ETF Router."""
from openbb_core.app.deprecation import OpenBBDeprecationWarning
from openbb_core.app.model.command_context import CommandContext
from openbb_core.app.model.example import APIEx
from openbb_core.app.model.obbject import OBBject
@@ -171,27 +170,6 @@ async def holdings_date(
return await OBBject.from_query(Query(**locals()))
@router.command(
model="EtfHoldingsPerformance",
deprecated=True,
deprecation=OpenBBDeprecationWarning(
message="This endpoint is deprecated; pass a list of holdings symbols directly to"
+ " `/equity/price/performance` instead.",
since=(4, 1),
expected_removal=(4, 2),
),
examples=[APIEx(parameters={"symbol": "XLK", "provider": "fmp"})],
)
async def holdings_performance(
cc: CommandContext,
provider_choices: ProviderChoices,
standard_params: StandardParams,
extra_params: ExtraParams,
) -> OBBject:
"""Get the recent price performance of each ticker held in the ETF."""
return await OBBject.from_query(Query(**locals()))
@router.command(
model="EtfEquityExposure",
examples=[

2
openbb_platform/providers/fmp/openbb_fmp/__init__.py
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@@ -34,7 +34,6 @@ from openbb_fmp.models.etf_countries import FMPEtfCountriesFetcher
from openbb_fmp.models.etf_equity_exposure import FMPEtfEquityExposureFetcher
from openbb_fmp.models.etf_holdings import FMPEtfHoldingsFetcher
from openbb_fmp.models.etf_holdings_date import FMPEtfHoldingsDateFetcher
from openbb_fmp.models.etf_holdings_performance import FMPEtfHoldingsPerformanceFetcher
from openbb_fmp.models.etf_info import FMPEtfInfoFetcher
from openbb_fmp.models.etf_search import FMPEtfSearchFetcher
from openbb_fmp.models.etf_sectors import FMPEtfSectorsFetcher
@@ -102,7 +101,6 @@ stock market information (news, currencies, and stock prices).""",
"EtfEquityExposure": FMPEtfEquityExposureFetcher,
"EtfHoldings": FMPEtfHoldingsFetcher,
"EtfHoldingsDate": FMPEtfHoldingsDateFetcher,
"EtfHoldingsPerformance": FMPEtfHoldingsPerformanceFetcher,
"EtfInfo": FMPEtfInfoFetcher,
"EtfPricePerformance": FMPPricePerformanceFetcher,
"EtfSearch": FMPEtfSearchFetcher,

77
openbb_platform/providers/fmp/openbb_fmp/models/etf_holdings_performance.py
View File

@@ -1,77 +0,0 @@
"""FMP ETF Holdings Performance Model."""
# pylint: disable=unused-argument
from typing import Any, Dict, List, Optional
from openbb_core.provider.abstract.fetcher import Fetcher
from openbb_fmp.models.etf_holdings import FMPEtfHoldingsFetcher
from openbb_fmp.models.price_performance import (
FMPPricePerformanceData,
FMPPricePerformanceFetcher,
FMPPricePerformanceQueryParams,
)
from pandas import DataFrame
class FMPEtfHoldingsPerformanceQueryParams(FMPPricePerformanceQueryParams):
"""FMP ETF Holdings Performance Query."""
class FMPEtfHoldingsPerformanceData(FMPPricePerformanceData):
"""FMP ETF Holdings Performance Data."""
class FMPEtfHoldingsPerformanceFetcher(
Fetcher[
FMPEtfHoldingsPerformanceQueryParams,
List[FMPEtfHoldingsPerformanceData],
]
):
"""Transform the query, extract and transform the data from the FMP endpoints."""
@staticmethod
def transform_query(params: Dict[str, Any]) -> FMPEtfHoldingsPerformanceQueryParams:
"""Transform the query."""
return FMPEtfHoldingsPerformanceQueryParams(**params)
@staticmethod
async def aextract_data(
query: FMPEtfHoldingsPerformanceQueryParams,
credentials: Optional[Dict[str, str]],
**kwargs: Any,
) -> List[Dict]:
"""Return the raw data from the FMP endpoint."""
# Get the holdings data
holdings = await FMPEtfHoldingsFetcher().aextract_data(
FMPEtfHoldingsFetcher.transform_query({"symbol": query.symbol}),
credentials,
**kwargs,
)
if holdings is None:
raise RuntimeError(f"No holdings data found for {query.symbol}.")
holdings_list = DataFrame(holdings).asset.unique().tolist()
# Split into chunks of 500
chunks = [holdings_list[i : i + 500] for i in range(0, len(holdings_list), 500)]
# Get price performance for the holdings
holdings_performance: List[Dict] = []
for holding_chunk in chunks:
holdings_str = (
",".join(holding_chunk) if len(holding_chunk) > 1 else holding_chunk[0]
)
_performance = await FMPPricePerformanceFetcher().aextract_data(
FMPPricePerformanceFetcher.transform_query({"symbol": holdings_str}),
credentials,
**kwargs,
)
holdings_performance.extend(_performance)
return holdings_performance
@staticmethod
def transform_data(
query: FMPEtfHoldingsPerformanceQueryParams,
data: List[Dict],
**kwargs: Any,
) -> List[FMPEtfHoldingsPerformanceData]:
"""Return the transformed data."""
return [FMPEtfHoldingsPerformanceData.model_validate(d) for d in data]

318
openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_etf_holdings_performance_fetcher.yaml vendored
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@@ -1,318 +0,0 @@
interactions:
- request:
body: null
headers:
Accept:
- application/json
Accept-Encoding:
- gzip, deflate
Connection:
- keep-alive
method: GET
uri: https://financialmodelingprep.com/api/v3/etf-holder/QQQ?apikey=MOCK_API_KEY
response:
body:
string: !!binary |
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headers:
Access-Control-Allow-Credentials:
- 'true'
Access-Control-Allow-Headers:
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APPS, publicauthkey, privateauthkey
Access-Control-Allow-Methods:
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Access-Control-Allow-Origin:
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Access-Control-Max-Age:
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Connection:
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Content-Encoding:
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Content-Type:
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Date:
- Wed, 17 Apr 2024 16:43:17 GMT
Etag:
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Transfer-Encoding:
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Vary:
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X-Frame-Options:
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X-Powered-By:
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status:
code: 200
message: OK
- request:
body: null
headers:
Accept:
- application/json
Accept-Encoding:
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Connection:
- keep-alive
method: GET
uri: https://financialmodelingprep.com/api/v3/stock-price-change/MSFT,AAPL,NVDA,AMZN,META,AVGO,GOOGL,GOOG,COST,TSLA,NFLX,AMD,PEP,LIN,ADBE,CSCO,TMUS,QCOM,INTU,AMAT,CMCSA,INTC,TXN,AMGN,MU,ISRG,HON,LRCX,BKNG,VRTX,ADP,REGN,SBUX,ADI,KLAC,MDLZ,PANW,GILD,SNPS,ASML,CDNS,PDD,MAR,MELI,CSX,ABNB,CRWD,PYPL,CTAS,ORLY,PCAR,NXPI,CEG,MRVL,ROP,MNST,WDAY,CPRT,DXCM,DASH,FTNT,ADSK,ODFL,MCHP,ROST,PAYX,KHC,AEP,KDP,IDXX,LULU,AZN,FAST,MRNA,GEHC,DDOG,CHTR,FANG,EXC,TTD,CSGP,CTSH,EA,BKR,CDW,VRSK,CCEP,TEAM,XEL,ANSS,BIIB,ON,DLTR,GFS,ZS,MDB,TTWO,WBD,ILMN,WBA,SIRI?apikey=MOCK_API_KEY
response:
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11
openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
View File

@@ -38,7 +38,6 @@ from openbb_fmp.models.etf_countries import FMPEtfCountriesFetcher
from openbb_fmp.models.etf_equity_exposure import FMPEtfEquityExposureFetcher
from openbb_fmp.models.etf_holdings import FMPEtfHoldingsFetcher
from openbb_fmp.models.etf_holdings_date import FMPEtfHoldingsDateFetcher
from openbb_fmp.models.etf_holdings_performance import FMPEtfHoldingsPerformanceFetcher
from openbb_fmp.models.etf_info import FMPEtfInfoFetcher
from openbb_fmp.models.etf_search import FMPEtfSearchFetcher
from openbb_fmp.models.etf_sectors import FMPEtfSectorsFetcher
@@ -649,16 +648,6 @@ def test_fmp_etf_countries_fetcher(credentials=test_credentials):
assert result is None
@pytest.mark.record_http
def test_fmp_etf_holdings_performance_fetcher(credentials=test_credentials):
"""Test FMP ETF holdings performance fetcher."""
params = {"symbol": "QQQ"}
fetcher = FMPEtfHoldingsPerformanceFetcher()
result = fetcher.test(params, credentials)
assert result is None
@pytest.mark.record_http
def test_fmp_discovery_filings_fetcher(credentials=test_credentials):
"""Test FMP discovery filings fetcher."""