finatic-server-python 0.9.10__tar.gz → 0.9.14__tar.gz

finatic_server_python-0.9.14/.flake8

@@ -0,0 +1,15 @@
+[flake8]
+max-line-length = 88
+extend-ignore = E203,E266,E501,W503
+exclude =
+    .git,
+    __pycache__,
+    build,
+    dist,
+    *.egg-info,
+    .venv,
+    venv,
+    src/openapi/finatic_server
+per-file-ignores =
+    finatic_server_python/__init__.py:E402,F401,F403
+    src/__init__.py:F401,F403

finatic_server_python-0.9.14/.github/CONTRIBUTING.md

@@ -0,0 +1,34 @@
+# Contributing (Issue Hygiene)
+
+Use GitHub Issue Forms for all new work so planning stays consistent across repositories.
+
+## Which template to use
+- **Bug**: broken behavior, regressions, production defects
+- **Task**: implementation/refactor/cleanup/operations work
+- **Feature**: net-new product capability or enhancement
+
+## Required planning fields
+Every issue should include:
+- Problem / Why
+- Scope and Out of Scope
+- Priority (`P0`-`P3`)
+- Size (`XS/S/M/L/XL`)
+- Estimate (days)
+- Acceptance Criteria (checkboxes)
+- Dependencies / Blockers
+- Verification Plan
+
+## Sizing standard
+- `XS`: < 1 day
+- `S`: 1-2 days
+- `M`: 3-4 days
+- `L`: 5-6 days
+- `XL`: 7+ days
+
+## Status flow (project board)
+`Freezer` -> `Backlog` -> `Ready` -> `In Progress` -> `In Review` -> `Complete`
+
+## Linking related work
+- Add a **Related Issues** section with direct links to dependent/coupled tasks.
+- Add a **Subtasks** checklist for child tasks when work can be split.
+- Keep relationships current as issues move across statuses.

finatic_server_python-0.9.14/.github/workflows/ci.yml

@@ -0,0 +1,40 @@
+name: CI
+
+on:
+  push:
+    branches: [main, develop, staging]
+  pull_request:
+    branches: [main, develop, staging]
+
+jobs:
+  quality:
+    runs-on: ubuntu-latest
+    strategy:
+      fail-fast: false
+      matrix:
+        python-version: ["3.11", "3.12"]
+
+    steps:
+      - uses: actions/checkout@v4
+
+      - uses: actions/setup-python@v5
+        with:
+          python-version: ${{ matrix.python-version }}
+
+      - uses: astral-sh/setup-uv@v7
+        with:
+          enable-cache: true
+
+      - name: Install package with dev dependencies
+        run: |
+          uv venv
+          uv pip install -e ".[dev]"
+
+      - name: Compile package
+        run: uv run python -m compileall finatic_server_python src tests
+
+      - name: Run tests
+        run: uv run pytest -q
+
+      - name: Build package
+        run: uv run python -m build

finatic_server_python-0.9.14/.github/workflows/release.yml

@@ -0,0 +1,155 @@
+name: Release
+
+on:
+  push:
+    branches: [main]
+  workflow_dispatch:
+    inputs:
+      dry_run:
+        description: "Build artifacts without publishing to PyPI"
+        required: true
+        default: "true"
+        type: choice
+        options: ["true", "false"]
+      version:
+        description: "Optional release version. Defaults to the next patch version."
+        required: false
+        type: string
+      publish_repository:
+        description: "Publish target for non-dry-run manual releases"
+        required: true
+        default: "pypi"
+        type: choice
+        options: ["pypi", "testpypi"]
+
+permissions:
+  contents: write
+  id-token: write
+
+jobs:
+  release:
+    if: github.event_name != 'push' || !startsWith(github.event.head_commit.message, 'chore(release):')
+    runs-on: ubuntu-latest
+
+    steps:
+      - uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+          token: ${{ secrets.GITHUB_TOKEN }}
+
+      - uses: actions/setup-python@v5
+        with:
+          python-version: "3.12"
+
+      - uses: astral-sh/setup-uv@v7
+        with:
+          enable-cache: true
+
+      - name: Install build dependencies
+        run: |
+          uv venv
+          uv pip install -e ".[dev]"
+
+      - name: Resolve release mode
+        id: mode
+        shell: bash
+        run: |
+          if [[ "${{ github.event_name }}" == "workflow_dispatch" ]]; then
+            echo "dry_run=${{ inputs.dry_run }}" >> "$GITHUB_OUTPUT"
+            echo "repository=${{ inputs.publish_repository }}" >> "$GITHUB_OUTPUT"
+          else
+            echo "dry_run=false" >> "$GITHUB_OUTPUT"
+            echo "repository=pypi" >> "$GITHUB_OUTPUT"
+          fi
+
+      - name: Guard publish ref
+        shell: bash
+        run: |
+          if [[ "${{ steps.mode.outputs.dry_run }}" != "true" && "$GITHUB_REF" != "refs/heads/main" ]]; then
+            echo "::error::Non-dry-run releases must run from refs/heads/main."
+            exit 1
+          fi
+
+      - name: Prepare release version
+        id: version
+        shell: python
+        env:
+          REQUESTED_VERSION: ${{ github.event_name == 'workflow_dispatch' && inputs.version || '' }}
+          DRY_RUN: ${{ steps.mode.outputs.dry_run }}
+        run: |
+          from pathlib import Path
+          import os
+          import re
+
+          pyproject = Path("pyproject.toml")
+          text = pyproject.read_text()
+          match = re.search(r'^version = "([^"]+)"$', text, flags=re.MULTILINE)
+          if not match:
+              raise SystemExit("Could not find project version in pyproject.toml")
+
+          current = match.group(1)
+          requested = os.environ["REQUESTED_VERSION"].strip()
+          if requested:
+              next_version = requested
+          else:
+              parts = current.split(".")
+              if len(parts) != 3 or not all(part.isdigit() for part in parts):
+                  raise SystemExit(f"Cannot auto-bump non-semver version: {current}")
+              major, minor, patch = map(int, parts)
+              next_version = f"{major}.{minor}.{patch + 1}"
+
+          if os.environ["DRY_RUN"] != "true":
+              pyproject.write_text(
+                  text[: match.start(1)] + next_version + text[match.end(1) :]
+              )
+              changelog = Path("CHANGELOG.md")
+              existing = changelog.read_text() if changelog.exists() else "# Changelog\n\n"
+              entry = (
+                  f"## {next_version}\n\n"
+                  f"- Release from {os.environ.get('GITHUB_SHA', 'unknown commit')}.\n\n"
+              )
+              if f"## {next_version}" not in existing:
+                  if existing.startswith("# Changelog\n\n"):
+                      existing = "# Changelog\n\n" + entry + existing[len("# Changelog\n\n") :]
+                  else:
+                      existing = "# Changelog\n\n" + entry + existing
+                  changelog.write_text(existing)
+
+          with open(os.environ["GITHUB_OUTPUT"], "a") as output:
+              output.write(f"version={next_version}\n")
+              output.write(f"tag=v{next_version}\n")
+
+      - name: Run quality gate
+        run: |
+          uv run python -m compileall finatic_server_python src tests
+          uv run pytest -q
+
+      - name: Build wheel and sdist
+        run: uv run python -m build
+
+      - name: Upload release artifacts
+        uses: actions/upload-artifact@v4
+        with:
+          name: finatic-server-python-${{ steps.version.outputs.version }}
+          path: dist/*
+
+      - name: Commit version bump and tag
+        if: steps.mode.outputs.dry_run != 'true'
+        shell: bash
+        run: |
+          git config user.name "github-actions[bot]"
+          git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
+          git add pyproject.toml CHANGELOG.md
+          git commit -m "chore(release): v${{ steps.version.outputs.version }}"
+          git tag "${{ steps.version.outputs.tag }}"
+          git push origin HEAD:main --follow-tags
+
+      - name: Publish to TestPyPI
+        if: steps.mode.outputs.dry_run != 'true' && steps.mode.outputs.repository == 'testpypi'
+        uses: pypa/gh-action-pypi-publish@release/v1
+        with:
+          repository-url: https://test.pypi.org/legacy/
+
+      - name: Publish to PyPI
+        if: steps.mode.outputs.dry_run != 'true' && steps.mode.outputs.repository == 'pypi'
+        uses: pypa/gh-action-pypi-publish@release/v1

{finatic_server_python-0.9.10 → finatic_server_python-0.9.14}/.gitignore

@@ -29,6 +29,7 @@ Thumbs.db
 
 # Testing
 coverage/
+coverage.xml
 .nyc_output/
 junit.xml
 

finatic_server_python-0.9.14/CHANGELOG.md

@@ -0,0 +1,10 @@
+# Changelog
+
+## 0.9.14
+
+- Release from 7ce410c4f9bbcdc148bbec0d5eb4a307b123a719.
+
+## 0.9.13
+
+- Release from 1d035a761af0c9b05c619a1abe2760693da70b57.
+

finatic_server_python-0.9.14/PKG-INFO

@@ -0,0 +1,102 @@
+Metadata-Version: 2.4
+Name: finatic-server-python
+Version: 0.9.14
+Summary: Python SDK for Finatic Server API
+Project-URL: Homepage, https://github.com/FinaticORG/FinaticServerSDK-Python
+Project-URL: Documentation, https://docs.finatic.com/python
+Project-URL: Repository, https://github.com/FinaticORG/FinaticServerSDK-Python
+Project-URL: Issues, https://github.com/FinaticORG/FinaticServerSDK-Python/issues
+Author-email: Finatic <support@finatic.dev>
+License: PROPRIETARY
+License-File: LICENSE
+Keywords: api,finance,finatic,sdk,trading
+Classifier: Development Status :: 3 - Alpha
+Classifier: Intended Audience :: Developers
+Classifier: License :: Other/Proprietary License
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.8
+Classifier: Programming Language :: Python :: 3.9
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Office/Business :: Financial
+Classifier: Topic :: Software Development :: Libraries :: Python Modules
+Requires-Python: >=3.9
+Requires-Dist: aiohttp-retry>=2.9.1
+Requires-Dist: aiohttp>=3.13.2
+Requires-Dist: cachetools>=6.2.2
+Requires-Dist: pydantic>=2.12.5
+Requires-Dist: python-dateutil>=2.9.0.post0
+Requires-Dist: structlog>=25.5.0
+Requires-Dist: tenacity>=9.1.2
+Requires-Dist: typing-extensions>=4.15.0
+Requires-Dist: urllib3>=2.6.1
+Provides-Extra: dev
+Requires-Dist: black>=23.0.0; extra == 'dev'
+Requires-Dist: build>=1.2.2; extra == 'dev'
+Requires-Dist: flake8>=6.0.0; extra == 'dev'
+Requires-Dist: isort>=5.12.0; extra == 'dev'
+Requires-Dist: mypy>=1.0.0; extra == 'dev'
+Requires-Dist: pre-commit>=3.0.0; extra == 'dev'
+Requires-Dist: pytest-asyncio>=0.21.0; extra == 'dev'
+Requires-Dist: pytest-cov>=4.0.0; extra == 'dev'
+Requires-Dist: pytest>=7.0.0; extra == 'dev'
+Requires-Dist: types-cachetools>=5.3.0; extra == 'dev'
+Requires-Dist: types-python-dateutil>=2.8.0; extra == 'dev'
+Description-Content-Type: text/markdown
+
+# Finatic Server SDK (Python)
+
+Python SDK for server-side Finatic integrations.
+
+Use this package to authenticate with Finatic from Python services, generate client tokens, and retrieve standardized broker-domain data.
+
+## Install
+
+```bash
+pip install finatic-server-python
+```
+
+## Quick Start
+
+```python
+from finatic_server_python import FinaticServer
+
+finatic = await FinaticServer.init(api_key="your-api-key")
+token = await finatic.get_token()
+positions = await finatic.get_all_positions()
+```
+
+## Common Commands
+
+| Task | Command |
+|---|---|
+| Install in editable mode | `uv pip install -e .` |
+| Run tests | `pytest` |
+| Build package | `python -m build` |
+| Lint | `ruff check .` |
+| Format | `ruff format .` |
+
+## Core Capabilities
+
+- API-key initialization and session management.
+- Portal URL generation for end-user authentication.
+- One-time token generation for client SDK sessions.
+- Typed access to orders, positions, accounts, and balances.
+- Consistent response/error structures across endpoints.
+
+## Documentation
+
+- Product docs: [https://finatic.dev/docs](https://finatic.dev/docs)
+- API reference: [https://finatic.dev/docs/api-reference](https://finatic.dev/docs/api-reference)
+- LLM context doc: [https://finatic.dev/llms.txt](https://finatic.dev/llms.txt)
+
+## Using Finatic with AI
+
+Use this SDK in Python AI/data systems to:
+
+- query balances, positions, and orders across connected brokers
+- normalize broker interactions behind one SDK surface
+- feed structured brokerage data into analytics or model workflows
+
+MCP support is coming soon.

finatic_server_python-0.9.14/README.md

@@ -0,0 +1,55 @@
+# Finatic Server SDK (Python)
+
+Python SDK for server-side Finatic integrations.
+
+Use this package to authenticate with Finatic from Python services, generate client tokens, and retrieve standardized broker-domain data.
+
+## Install
+
+```bash
+pip install finatic-server-python
+```
+
+## Quick Start
+
+```python
+from finatic_server_python import FinaticServer
+
+finatic = await FinaticServer.init(api_key="your-api-key")
+token = await finatic.get_token()
+positions = await finatic.get_all_positions()
+```
+
+## Common Commands
+
+| Task | Command |
+|---|---|
+| Install in editable mode | `uv pip install -e .` |
+| Run tests | `pytest` |
+| Build package | `python -m build` |
+| Lint | `ruff check .` |
+| Format | `ruff format .` |
+
+## Core Capabilities
+
+- API-key initialization and session management.
+- Portal URL generation for end-user authentication.
+- One-time token generation for client SDK sessions.
+- Typed access to orders, positions, accounts, and balances.
+- Consistent response/error structures across endpoints.
+
+## Documentation
+
+- Product docs: [https://finatic.dev/docs](https://finatic.dev/docs)
+- API reference: [https://finatic.dev/docs/api-reference](https://finatic.dev/docs/api-reference)
+- LLM context doc: [https://finatic.dev/llms.txt](https://finatic.dev/llms.txt)
+
+## Using Finatic with AI
+
+Use this SDK in Python AI/data systems to:
+
+- query balances, positions, and orders across connected brokers
+- normalize broker interactions behind one SDK surface
+- feed structured brokerage data into analytics or model workflows
+
+MCP support is coming soon.

finatic_server_python-0.9.14/docs/README.md

@@ -0,0 +1,23 @@
+# FinaticServerSDK-Python Docs
+
+Codebase-specific deep dives for Python server SDK behavior.
+
+## What this package owns
+
+- API-key based server initialization/session handling.
+- One-time token generation for client-side handoffs.
+- Typed Python methods for broker-domain resources.
+
+## Runtime entrypoints
+
+- Package source: `src` and `finatic_server_python`
+- Public package docs: `README.md`
+
+## Related platform docs
+
+- API docs: `/workspaces/Finatic/codebases/Backend/finaticAPI/docs/README.md`
+- SDK API inventory: `/workspaces/Finatic/docs/sdk-public-api-inventory.md`
+
+## Deep Dive
+
+- [Architecture and runtime](architecture-and-runtime.md)

finatic_server_python-0.9.14/docs/architecture-and-runtime.md

@@ -0,0 +1,25 @@
+# FinaticServerSDK-Python Architecture and Runtime
+
+## Package Role
+
+`FinaticServerSDK-Python` provides server-side Python integration with API-key/session flows and broker-domain operations.
+
+## Internal Structure
+
+- **Public entrypoints**: `src/__init__.py`, `src/FinaticServer.py`
+- **Core runtime**: `src/FinaticServerCore.py`
+- **Generated API client**: `src/openapi/generated`
+- **Domain wrappers**: `src/wrappers`
+- **Cross-cutting utilities**: `src/utils`
+
+## Runtime Flow (High Level)
+
+1. SDK initializes with API key and runtime config.
+2. Session and token methods establish API call context.
+3. Wrapper methods perform domain operations via generated clients.
+4. Utility layers handle retries, validation, and response normalization.
+
+## Operational Boundaries
+
+- Browser-focused portal UX ownership is outside this package.
+- Backend service authority remains in `finaticAPI`.

finatic_server_python-0.9.14/finatic_server/__init__.py

@@ -0,0 +1,30 @@
+"""Compatibility package for the generated OpenAPI client.
+
+The generated client lives under ``src/openapi/finatic_server`` so the SDK can
+keep generated code separate from hand-written wrappers. This shim preserves the
+direct ``finatic_server`` import path without packaging the generated files
+twice in the wheel.
+"""
+
+from __future__ import annotations
+
+from pathlib import Path
+
+_generated_package_directory = (
+    Path(__file__).resolve().parent.parent / "src" / "openapi" / "finatic_server"
+)
+_generated_package_path = str(_generated_package_directory)
+_package_search_path = globals().setdefault("__path__", [])
+
+if _generated_package_path not in _package_search_path:
+    _package_search_path.append(_generated_package_path)
+
+_generated_init_file = _generated_package_directory / "__init__.py"
+exec(
+    compile(
+        _generated_init_file.read_text(encoding="utf-8"),
+        str(_generated_init_file),
+        "exec",
+    ),
+    globals(),
+)

{finatic_server_python-0.9.10 → finatic_server_python-0.9.14}/finatic_server_python/__init__.py

@@ -1,5 +1,4 @@
-"""
-Finatic Server Python SDK
+"""Finatic Server Python SDK
 
 This package re-exports everything from src to provide a clean import path:
     from finatic_server_python import FinaticServer
@@ -7,7 +6,7 @@ This package re-exports everything from src to provide a clean import path:
 This matches the pattern used by:
     - Node.js: import { FinaticServer } from '@finatic/server-node'
     - TypeScript: import { FinaticConnect } from '@finatic/client'
-    
+
 Package name: finatic-server-python (pip install finatic-server-python)
 Import name: finatic_server_python (from finatic_server_python import ...)
 """

{finatic_server_python-0.9.10 → finatic_server_python-0.9.14}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "finatic-server-python"
-version = "0.9.10"
+version = "0.9.14"
 description = "Python SDK for Finatic Server API"
 authors = [{ name = "Finatic", email = "support@finatic.dev" }]
 license = { text = "PROPRIETARY" }
@@ -46,6 +46,7 @@ dev = [
     "flake8>=6.0.0",
     "mypy>=1.0.0",
     "pre-commit>=3.0.0",
+    "build>=1.2.2",
     "types-cachetools>=5.3.0",
     "types-python-dateutil>=2.8.0",
 ]
@@ -57,11 +58,11 @@ Repository = "https://github.com/FinaticORG/FinaticServerSDK-Python"
 Issues = "https://github.com/FinaticORG/FinaticServerSDK-Python/issues"
 
 [tool.hatch.build.targets.wheel]
-packages = ["finatic_server_python", "src"]
+packages = ["finatic_server_python", "finatic_server", "src"]
 include = ["/LICENSE", "/CHANGELOG.md"]
 
 [tool.hatch.build.targets.editable]
-packages = ["finatic_server_python", "src"]
+packages = ["finatic_server_python", "finatic_server", "src"]
 
 [tool.black]
 line-length = 88
@@ -77,6 +78,7 @@ line_length = 88
 python_version = "3.12"
 warn_return_any = true
 warn_unused_configs = true
+exclude = "(?x)(^tests/|^demo-app/|^src/openapi/finatic_server/)"
 # Relaxed settings for generated code
 disallow_untyped_defs = false
 check_untyped_defs = true
@@ -88,27 +90,21 @@ disallow_untyped_decorators = false
 # Show error codes
 show_error_codes = true
 
-# Ignore expected errors in generated OpenAPI code
-# These are limitations of the OpenAPI generator and cannot be fixed
-# We ignore all errors in generated code since they come from the OpenAPI generator
-# and cannot be fixed without modifying the generator itself
+# Generated OpenAPI code and smoke tests are not held to the same mypy bar as hand-written SDK code.
+[[tool.mypy.overrides]]
+module = ["finatic_server.*"]
+ignore_errors = true
+
 [[tool.mypy.overrides]]
 module = [
-    "src.generated.api.*",
-    "src.generated.models.*",
-    "src.generated.api_client",
-    "src.generated.wrappers.*",
+    "src.FinaticServerCore",
+    "src.wrappers.*",
+    "src.utils.enum_coercion",
+    "src.utils.logger",
+    "src.utils.pagination",
 ]
-# Ignore all errors in generated code - these are expected limitations
 ignore_errors = true
 
-[tool.pytest.ini_options]
-asyncio_mode = "auto"
-testpaths = ["tests"]
-python_files = ["test_*.py"]
-pythonpath = ["."]
-addopts = "--cov=src --cov-report=term-missing"
-
 [tool.flake8]
 max-line-length = 88
 extend-ignore = ["E203", "E266", "E501", "W503"]
@@ -120,7 +116,14 @@ exclude = [
     "*.egg-info",
     ".venv",
     "venv",
-    "src/generated",
+    "src/openapi/finatic_server",
 ]
 import-order-style = "google"
 application-import-names = ["src"]
+
+[tool.ruff]
+exclude = ["src/openapi/finatic_server"]
+
+[tool.ruff.lint.per-file-ignores]
+# Star re-exports from OpenAPI client package; names are re-exported intentionally.
+"src/__init__.py" = ["F403", "F401", "F405"]

{finatic_server_python-0.9.10 → finatic_server_python-0.9.14}/quality_check.py

@@ -36,7 +36,7 @@ def run_command(cmd: list[str], description: str, fix_mode: bool = False) -> boo
             error_output = (result.stderr or result.stdout or "").lower()
             if "failed to spawn" in error_output or "no such file" in error_output:
                 print(f"⚠️  {description} skipped (tool not installed)")
-                print(f"   Install with: uv sync --extra dev")
+                print("   Install with: uv sync --extra dev")
                 return True  # Skip missing tools gracefully
             print(f"❌ {description} failed!")
             if result.stderr:
@@ -52,7 +52,9 @@ def run_command(cmd: list[str], description: str, fix_mode: bool = False) -> boo
 
 def main() -> int:
     """Run all quality checks or fixes."""
-    parser = argparse.ArgumentParser(description="Quality check script for FinaticServerSDK-Python")
+    parser = argparse.ArgumentParser(
+        description="Quality check script for FinaticServerSDK-Python"
+    )
     parser.add_argument(
         "--fix",
         action="store_true",
@@ -111,4 +113,3 @@ def main() -> int:
 
 if __name__ == "__main__":
     sys.exit(main())
-

{finatic_server_python-0.9.10 → finatic_server_python-0.9.14}/src/.openapi-generator-ignore

@@ -21,3 +21,6 @@
 #docs/*.md
 # Then explicitly reverse the ignore rule for a single file:
 #!docs/README.md
+
+# Hand-maintained path setup for ``from finatic_server…`` imports (see path_bootstrap.py).
+path_bootstrap.py

finatic_server_python-0.9.14/src/FinaticServer.py

@@ -0,0 +1,9 @@
+"""Hand-authored FinaticServer extension."""
+
+from .FinaticServerCore import FinaticServer as GeneratedFinaticServer
+
+
+class FinaticServer(GeneratedFinaticServer):
+    """Hand-authored FinaticServer class."""
+
+    __CUSTOM_CLASS__ = True