finatic-server-python 0.9.14__tar.gz → 1.0.1__tar.gz

finatic_server_python-1.0.1/.github/dependabot.yml

@@ -0,0 +1,45 @@
+version: 2
+updates:
+  - package-ecosystem: pip
+    directory: /
+    schedule:
+      interval: weekly
+    target-branch: develop
+    open-pull-requests-limit: 5
+    reviewers:
+      - founders
+    assignees:
+      - founders
+    commit-message:
+      prefix: chore
+      prefix-development: build
+      include: scope
+    versioning-strategy: increase
+    groups:
+      runtime-dependencies:
+        dependency-type: production
+        update-types:
+          - minor
+          - patch
+      development-dependencies:
+        dependency-type: development
+        update-types:
+          - minor
+          - patch
+
+  - package-ecosystem: github-actions
+    directory: /
+    schedule:
+      interval: weekly
+    target-branch: develop
+    reviewers:
+      - founders
+    assignees:
+      - founders
+    commit-message:
+      prefix: ci
+      include: scope
+    groups:
+      ci-dependencies:
+        patterns:
+          - "*"

{finatic_server_python-0.9.14 → finatic_server_python-1.0.1}/.github/workflows/ci.yml

@@ -2,9 +2,9 @@ name: CI
 
 on:
   push:
-    branches: [main, develop, staging]
+    branches: [main, develop, staging, fdx-account-consent-v1]
   pull_request:
-    branches: [main, develop, staging]
+    branches: [main, develop, staging, fdx-account-consent-v1]
 
 jobs:
   quality:
@@ -33,8 +33,13 @@ jobs:
       - name: Compile package
         run: uv run python -m compileall finatic_server_python src tests
 
-      - name: Run tests
-        run: uv run pytest -q
+      - 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-0.9.14 → finatic_server_python-1.0.1}/.github/workflows/release.yml

@@ -133,17 +133,6 @@ jobs:
           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
@@ -153,3 +142,23 @@ jobs:
       - 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-1.0.1/.github/workflows/security.yml

@@ -0,0 +1,41 @@
+name: Security
+
+on:
+  pull_request:
+  push:
+    branches: [develop, staging, main]
+  schedule:
+    - cron: "0 6 * * 1"
+  workflow_dispatch:
+
+permissions:
+  contents: read
+  security-events: write
+  actions: read
+
+jobs:
+  actionlint:
+    uses: FinaticORG/.github/.github/workflows/reusable-actionlint.yml@main
+    with:
+      strict: true
+
+  gitleaks:
+    uses: FinaticORG/.github/.github/workflows/reusable-gitleaks.yml@main
+    with:
+      strict: true
+      scan-mode: no-git
+
+  osv:
+    uses: FinaticORG/.github/.github/workflows/reusable-osv.yml@main
+    with:
+      strict: true
+
+  licenses:
+    uses: FinaticORG/.github/.github/workflows/reusable-licenses-pip.yml@main
+    with:
+      strict: true
+
+  codeql:
+    uses: FinaticORG/.github/.github/workflows/reusable-codeql.yml@main
+    with:
+      languages: '["python"]'

finatic_server_python-1.0.1/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-0.9.14 → finatic_server_python-1.0.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: finatic-server-python
-Version: 0.9.14
+Version: 1.0.1
 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
@@ -43,6 +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)
@@ -51,6 +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
@@ -67,6 +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-1.0.1/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.