Files
OpenBB/.github/workflows/test-unit-openbb-sec.yml
Danglewood dc4b26030f [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>
2026-09-24 08:47:49 -07:00

131 lines
4.1 KiB
YAML
Vendored

name: 🧪 test openbb-sec
# PR-test for the SEC provider. Triggers when a PR touches any file under
# ``openbb_platform/providers/sec/`` 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 unit suite replays entirely from VCR cassettes
# and mocked transport — no network in CI. The matrix stops at 3.14 because the
# provider's lxml dependency has no prerelease (3.15) wheels yet.
on:
pull_request:
branches: [develop, main, v5]
paths:
- "openbb_platform/providers/sec/**"
- ".github/workflows/test-unit-openbb-sec.yml"
workflow_dispatch:
permissions:
contents: read
concurrency:
# Cancel in-flight matrix runs when a new commit lands on the same PR.
group: test-openbb-sec-${{ github.event.pull_request.number || github.ref }}
cancel-in-progress: true
jobs:
build:
name: Build sdist + wheel
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/sec
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Build sdist + wheel
run: uv build --no-sources
- uses: actions/upload-artifact@v4
with:
name: openbb-sec-dist
path: openbb_platform/providers/sec/dist/
if-no-files-found: error
retention-days: 7
lint:
name: Lint (ruff + ty)
needs: build
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/providers/sec
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Install openbb-sec in editable mode (+ dev group)
# ``-e .`` reads ``[tool.uv.sources]`` and resolves openbb-core /
# openbb-devtools from the sibling source trees. ``--group dev``
# pulls in ruff, ty, pytest, pytest-cov, pytest-recorder, etc.
run: |
uv pip install --system -e .
uv pip install --system --group dev
- name: ruff check
run: ruff check openbb_sec tests integration
- name: ruff format --check
run: ruff format --check openbb_sec tests integration
- name: ty check
run: ty check openbb_sec
test:
name: Test (${{ 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/sec
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-sec from source (+ dev group)
run: |
uv pip install --system -e .
uv pip install --system --group dev
- name: Run unit tests
run: pytest tests --cov=openbb_sec --cov-report=term-missing --cov-fail-under=100