finatic-server-python 0.9.11__tar.gz → 1.0.0__tar.gz

finatic_server_python-1.0.0/.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-1.0.0/.github/workflows/ci.yml

@@ -0,0 +1,45 @@
+name: CI
+
+on:
+  push:
+    branches: [main, develop, staging, fdx-account-consent-v1]
+  pull_request:
+    branches: [main, develop, staging, fdx-account-consent-v1]
+
+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 unit tests with coverage gate
+        run: >
+          uv run pytest -q -m "not integration"
+          --cov=src
+          --cov=finatic_server_python
+          --cov-report=term-missing:skip-covered
+          --cov-fail-under=50
+
+      - name: Build package
+        run: uv run python -m build

finatic_server_python-1.0.0/.github/workflows/release.yml

@@ -0,0 +1,168 @@
+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
+          elif current in {"1.0.0", "1.0.1"}:
+              # First v1 PyPI publish: keep 1.0.0 when Trusted Publisher
+              # is only wired for push events (not workflow_dispatch).
+              next_version = "1.0.0"
+          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-${{ steps.version.outputs.version }}
+          path: dist/*
+
+      - name: Publish to TestPyPI
+        if: steps.mode.outputs.dry_run != 'true' && steps.mode.outputs.repository == 'testpypi'
+        uses: pypa/gh-action-pypi-publish@release/v1
+        with:
+          repository-url: https://test.pypi.org/legacy/
+
+      - name: Publish to PyPI
+        if: steps.mode.outputs.dry_run != 'true' && steps.mode.outputs.repository == 'pypi'
+        uses: pypa/gh-action-pypi-publish@release/v1
+
+      - name: Commit version bump and tag
+        if: steps.mode.outputs.dry_run != 'true'
+        shell: bash
+        run: |
+          git config user.name "github-actions[bot]"
+          git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
+          git add pyproject.toml CHANGELOG.md
+          if git diff --cached --quiet; then
+            echo "No version/changelog changes to commit (already at release version)."
+          else
+            git commit -m "chore(release): v${{ steps.version.outputs.version }}"
+          fi
+          if git rev-parse "${{ steps.version.outputs.tag }}" >/dev/null 2>&1; then
+            echo "Tag ${{ steps.version.outputs.tag }} already exists."
+          else
+            git tag "${{ steps.version.outputs.tag }}"
+          fi
+          git pull --rebase origin main || true
+          git push origin HEAD:main --follow-tags || echo "Warning: git push failed after publish; package may already be on PyPI."

finatic_server_python-1.0.0/CHANGELOG.md

@@ -0,0 +1,22 @@
+# Changelog
+
+## 1.0.1
+
+- Release from 9d9cd9ca5ab93037a171a1131f288806885a093e.
+
+## 1.0.0
+
+- Align the Python server SDK release lane with the FinaticAPI account-first v1
+  contract.
+- Add the account-first v1 facade, environment header support, and route
+  coverage validation against `artifacts/openapi/finaticapi-v1.json`.
+- Remove generated beta broker/company clients, connection-first models, and
+  inactive position-lot types from the 1.0 SDK source.
+
+## 0.9.14
+
+- Release from 7ce410c4f9bbcdc148bbec0d5eb4a307b123a719.
+
+## 0.9.13
+
+- Release from 1d035a761af0c9b05c619a1abe2760693da70b57.

{finatic_server_python-0.9.11 → finatic_server_python-1.0.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: finatic-server-python
-Version: 0.9.11
+Version: 1.0.0
 Summary: Python SDK for Finatic Server API
 Project-URL: Homepage, https://github.com/FinaticORG/FinaticServerSDK-Python
 Project-URL: Documentation, https://docs.finatic.com/python
@@ -14,14 +14,12 @@ 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-Python: >=3.10
 Requires-Dist: aiohttp-retry>=2.9.1
 Requires-Dist: aiohttp>=3.13.2
 Requires-Dist: cachetools>=6.2.2
@@ -33,6 +31,7 @@ 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'
@@ -42,6 +41,8 @@ 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'
+Provides-Extra: integration
+Requires-Dist: psycopg[binary]>=3.2.0; extra == 'integration'
 Description-Content-Type: text/markdown
 
 # Finatic Server SDK (Python)
@@ -50,6 +51,16 @@ 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.
 
+## Version lines (FDX v1)
+
+| Version | API surface | Use when |
+|---------|-------------|----------|
+| **1.0.0** | `/api/v1/*` via `FinaticServer.v1` | New account-grant integrations |
+
+The 1.0 line does not ship generated beta broker/company clients, connection-first models, or
+inactive position-lot types. The generated transport source is maintained for the account-first
+v1/session surface used by the public facade.
+
 ## Install
 
 ```bash
@@ -66,6 +77,62 @@ token = await finatic.get_token()
 positions = await finatic.get_all_positions()
 ```
 
+## Package layout
+
+| Name | Role |
+|------|------|
+| `finatic-server-python` | PyPI package (`pip install finatic-server-python`) |
+| `finatic_server_python` | Public import path (`from finatic_server_python import FinaticServer`) |
+| `src` | Hand-written SDK (`FinaticServer`, `v1.V1Client`) |
+| `finatic_server` | Generated OpenAPI transport client (`src/openapi/finatic_server`) |
+
+Portal connect flows (institutions, auth-attempts, discovered accounts, grant UI)
+run in **FinaticConnect**, not the server SDK. The server SDK exposes session
+management, `portal-links` creation, and post-consent account/grant/webhook APIs.
+
+## Account-First v1 Preview
+
+The v1 facade targets the SDK OpenAPI contract (`spec-sdk.yaml`) and sends
+`X-Finatic-Environment` on every request.
+
+```python
+from finatic_server_python import FinaticServer
+
+finatic = FinaticServer(
+    api_key="fntc_live_your_key",
+    sdk_config={"environment": "live"},
+)
+
+session = await finatic.v1.create_session()
+portal_link = await finatic.v1.create_portal_link()
+# Open portal_link URL in FinaticConnect for user auth + grant consent
+
+accounts = await finatic.v1.list_accounts()
+orders = await finatic.v1.list_account_orders("broker-account-id")
+created = await finatic.v1.create_account_order(
+    "broker-account-id",
+    {"symbol": "AAPL", "quantity": 1, "side": "BUY", "type": "MARKET"},
+    idempotency_key="partner-order-123",
+)
+```
+
+Use `sdk_config={"environment": "sandbox"}` for Finatic synthetic sandbox data.
+Broker paper or simulated accounts remain `live` environment accounts.
+
+### OpenAPI Contract Artifact
+
+The v1 facade is validated against `artifacts/openapi/finaticapi-v1.json`, which
+is exported from the FinaticAPI account-first branch. Refresh it with:
+
+```bash
+env PYTHONPATH=/home/claw/.openclaw/workspace/worktrees/FinaticAPI-pr174-openapi/src:/home/claw/.openclaw/workspace/worktrees/FinaticCore-pr171-openapi/src /home/claw/.openclaw/workspace/repos/FinaticAPI/.venv/bin/python /home/claw/.openclaw/workspace/worktrees/FinaticAPI-pr174-openapi/scripts/export_openapi.py --output /home/claw/.openclaw/workspace/repos/FinaticServerSDK-Python/artifacts/openapi/finaticapi-v1.json
+```
+
+PR #25 currently uses FinaticAPI PR #174 head `4ca17320` and finaticCore PR
+#171 head `0a126bed` as branch-ready dependency inputs. The package version is
+prepared as `1.0.0` for the API v1 semver lane, but the coordinated FDX
+account-consent operator hold still controls merge and release timing.
+
 ## Common Commands
 
 | Task | Command |

finatic_server_python-1.0.0/README.md

@@ -0,0 +1,121 @@
+# 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.
+
+## Version lines (FDX v1)
+
+| Version | API surface | Use when |
+|---------|-------------|----------|
+| **1.0.0** | `/api/v1/*` via `FinaticServer.v1` | New account-grant integrations |
+
+The 1.0 line does not ship generated beta broker/company clients, connection-first models, or
+inactive position-lot types. The generated transport source is maintained for the account-first
+v1/session surface used by the public facade.
+
+## 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()
+```
+
+## Package layout
+
+| Name | Role |
+|------|------|
+| `finatic-server-python` | PyPI package (`pip install finatic-server-python`) |
+| `finatic_server_python` | Public import path (`from finatic_server_python import FinaticServer`) |
+| `src` | Hand-written SDK (`FinaticServer`, `v1.V1Client`) |
+| `finatic_server` | Generated OpenAPI transport client (`src/openapi/finatic_server`) |
+
+Portal connect flows (institutions, auth-attempts, discovered accounts, grant UI)
+run in **FinaticConnect**, not the server SDK. The server SDK exposes session
+management, `portal-links` creation, and post-consent account/grant/webhook APIs.
+
+## Account-First v1 Preview
+
+The v1 facade targets the SDK OpenAPI contract (`spec-sdk.yaml`) and sends
+`X-Finatic-Environment` on every request.
+
+```python
+from finatic_server_python import FinaticServer
+
+finatic = FinaticServer(
+    api_key="fntc_live_your_key",
+    sdk_config={"environment": "live"},
+)
+
+session = await finatic.v1.create_session()
+portal_link = await finatic.v1.create_portal_link()
+# Open portal_link URL in FinaticConnect for user auth + grant consent
+
+accounts = await finatic.v1.list_accounts()
+orders = await finatic.v1.list_account_orders("broker-account-id")
+created = await finatic.v1.create_account_order(
+    "broker-account-id",
+    {"symbol": "AAPL", "quantity": 1, "side": "BUY", "type": "MARKET"},
+    idempotency_key="partner-order-123",
+)
+```
+
+Use `sdk_config={"environment": "sandbox"}` for Finatic synthetic sandbox data.
+Broker paper or simulated accounts remain `live` environment accounts.
+
+### OpenAPI Contract Artifact
+
+The v1 facade is validated against `artifacts/openapi/finaticapi-v1.json`, which
+is exported from the FinaticAPI account-first branch. Refresh it with:
+
+```bash
+env PYTHONPATH=/home/claw/.openclaw/workspace/worktrees/FinaticAPI-pr174-openapi/src:/home/claw/.openclaw/workspace/worktrees/FinaticCore-pr171-openapi/src /home/claw/.openclaw/workspace/repos/FinaticAPI/.venv/bin/python /home/claw/.openclaw/workspace/worktrees/FinaticAPI-pr174-openapi/scripts/export_openapi.py --output /home/claw/.openclaw/workspace/repos/FinaticServerSDK-Python/artifacts/openapi/finaticapi-v1.json
+```
+
+PR #25 currently uses FinaticAPI PR #174 head `4ca17320` and finaticCore PR
+#171 head `0a126bed` as branch-ready dependency inputs. The package version is
+prepared as `1.0.0` for the API v1 semver lane, but the coordinated FDX
+account-consent operator hold still controls merge and release timing.
+
+## 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.