finatic-server-python 0.9.5__tar.gz → 0.9.7__tar.gz

{finatic_server_python-0.9.5 → finatic_server_python-0.9.7}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: finatic-server-python
-Version: 0.9.5
+Version: 0.9.7
 Summary: Python SDK for Finatic Server API
 Project-URL: Homepage, https://github.com/FinaticORG/FinaticServerSDK-Python
 Project-URL: Documentation, https://docs.finatic.com/python

finatic_server_python-0.9.7/demo-app/demo_cli.py

@@ -0,0 +1,172 @@
+#!/usr/bin/env python3
+"""
+Finatic Server SDK Python Usage Example
+
+This file demonstrates all public methods of the Finatic Server SDK.
+"""
+
+import asyncio
+import os
+
+# Load environment variables from .env file
+try:
+    from dotenv import load_dotenv
+
+    load_dotenv()
+except ImportError:
+    pass
+
+try:
+    from rich.console import Console
+    from rich.prompt import Confirm
+
+    console = Console()
+except ImportError:
+    print("❌ Error: rich package is required. Install with: uv pip install rich")
+    import sys
+
+    sys.exit(1)
+
+# Add parent directory to path to import SDK
+import sys
+
+parent_dir = os.path.abspath(os.path.join(os.path.dirname(__file__), ".."))
+if parent_dir not in sys.path:
+    sys.path.insert(0, parent_dir)
+
+from finatic_server_python import FinaticServer
+
+# Configuration from environment variables
+API_URL = os.getenv("FINATIC_API_URL", "https://api.finatic.dev")
+API_KEY = os.getenv("FINATIC_API_KEY")
+
+
+async def wait_for_portal_authentication(portal_url: str) -> bool:
+    """Wait for user to authenticate via portal."""
+    console.print("\n[blue]🌐 Please visit this URL to authenticate:[/blue]")
+    console.print(f"[cyan]{portal_url}[/cyan]")
+    confirmed = Confirm.ask("Have you completed authentication in the portal?", default=False)
+
+    if not confirmed:
+        console.print("[red]Authentication not completed. Exiting...[/red]")
+        return False
+
+    return True
+
+
+async def main():
+    # Initialize SDK
+    finatic = await FinaticServer.init(
+        api_key=API_KEY,
+        sdk_config={
+            "base_url": API_URL,
+            "log_level": "debug",
+            "structured_logging": True,
+        },
+    )
+
+    # Session methods
+    # token = await finatic.get_token()
+    # session_result = await finatic.start_session()
+    portal_url = await finatic.get_portal_url()
+
+    if not (await wait_for_portal_authentication(portal_url)):
+        return
+
+    # session_user = await finatic.get_session_user()
+
+    # Company methods
+    # company = await finatic.get_company(company_id="company-id")  # Required: company_id (as kwarg)
+
+    # Broker methods
+    # brokers = await finatic.get_brokers()
+    # broker_connections = await finatic.get_broker_connections()
+    # disconnect_result = await finatic.disconnect_company_from_broker(
+    #     connection_id="connection-id"
+    # )  # Required: connection_id (as kwarg)
+
+    # Data methods - get_* (single page) - COMMENTED OUT for trading focus
+    # accounts = await finatic.get_accounts()
+    # orders = await finatic.get_orders()
+    # positions = await finatic.get_positions()
+    # balances = await finatic.get_balances()
+    # transactions = await finatic.get_transactions()
+    # if orders.get("success"):
+    #     print("We are in orders")
+    #     paginated_data = orders["success"]["data"]
+    #     print("orders length", len(paginated_data))
+    #     print("orders toJSON", paginated_data.to_dict())
+    #     if paginated_data.has_more:
+    #         print("orders has more")
+    #         next_order = await paginated_data.next_page()
+    #         last_order = await paginated_data.last_page()
+    #         first_order = await paginated_data.first_page()
+    # order_fills = await finatic.get_order_fills(
+    #     order_id="order-id"
+    # )  # Required: order_id, Optional: limit=10, offset=0
+    # order_events = await finatic.get_order_events(
+    #     order_id="order-id"
+    # )  # Required: order_id, Optional: limit=10, offset=0
+    # order_groups = await finatic.get_order_groups()
+    # position_lots = await finatic.get_position_lots()
+    # position_lot_fills = await finatic.get_position_lot_fills(
+    #     lot_id="lot-id"
+    # )  # Required: lot_id, Optional: limit=10, offset=0
+
+    # Data methods - get_all_* (paginated, fetches all pages) - COMMENTED OUT for trading focus
+    # all_accounts = await finatic.get_all_accounts()
+    # all_orders = await finatic.get_all_orders()
+    # all_positions = await finatic.get_all_positions()
+    # all_balances = await finatic.get_all_balances()
+    # all_transactions = await finatic.get_all_transactions()
+    # all_order_fills = await finatic.get_all_order_fills(order_id="order-id")  # Required: order_id
+    # all_order_events = await finatic.get_all_order_events(order_id="order-id")  # Required: order_id
+    # all_order_groups = await finatic.get_all_order_groups()
+    # all_position_lots = await finatic.get_all_position_lots()
+    # all_position_lot_fills = await finatic.get_all_position_lot_fills(
+    #     lot_id="lot-id"
+    # )  # Required: lot_id
+
+    # Trading methods - ACTIVE for testing
+    # For now, using placeholder values - update these with your actual account details
+    test_account_number = 123456789  # Replace with your account number
+    test_broker = "robinhood"  # Replace with your broker
+
+    place_order_result = await finatic.place_order(
+        broker=test_broker,  # Required: broker identifier
+        account_number=test_account_number,  # Required: account number at top level
+        order={
+            "order_type": "market",
+            "asset_type": "equity",
+            "action": "buy",
+            "time_in_force": "day",
+            "symbol": "AAPL",
+            "order_qty": 1,
+        },
+        # connection_id is optional and removed from SDK interface
+    )
+    print("place_order_result", place_order_result)
+
+    # modify_order_result = await finatic.modify_order(
+    #     order_id=all_orders["success"]["data"][0]["order_id"],
+    #     broker="robinhood",  # Required: broker identifier
+    #     account_number=all_accounts["success"]["data"][0].get("account_number") or all_accounts["success"]["data"][0]["account_id"],  # Required: account number at top level
+    #     order={
+    #         "order_type": "market",
+    #         "asset_type": "equity",
+    #         "action": "buy",
+    #         "time_in_force": "day",
+    #         "symbol": "AAPL",
+    #         "order_qty": 2,
+    #     },
+    # )
+    # print("modify_order_result", modify_order_result)
+
+    # cancel_order_result = await finatic.cancel_order(
+    #     order_id=all_orders["success"]["data"][0]["order_id"],
+    # )
+    # print("cancel_order_result", cancel_order_result)
+
+
+if __name__ == "__main__":
+    asyncio.run(main())

{finatic_server_python-0.9.5 → finatic_server_python-0.9.7}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "finatic-server-python"
-version = "0.9.5"
+version = "0.9.7"
 description = "Python SDK for Finatic Server API"
 authors = [{ name = "Finatic", email = "support@finatic.dev" }]
 license = { text = "PROPRIETARY" }