finatic-server-python 0.9.6__tar.gz → 0.9.8__tar.gz

{finatic_server_python-0.9.6 → finatic_server_python-0.9.8}/CHANGELOG.md

@@ -11,6 +11,12 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 - Features and improvements in development
 
+## [0.9.8] - 2026-02-10
+
+### Changed
+
+- Version bump for production release alignment
+
 ## [0.9.0] - 2025-11-28
 
 ### Added

{finatic_server_python-0.9.6 → finatic_server_python-0.9.8}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: finatic-server-python
-Version: 0.9.6
+Version: 0.9.8
 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-0.9.6 → finatic_server_python-0.9.8}/demo-app/demo_cli.py

@@ -66,81 +66,99 @@ async def main():
     )
 
     # Session methods
-    token = await finatic.get_token()
-    session_result = await finatic.start_session()
+    # 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()
+    # 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()
+    # 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)
-    accounts = await finatic.get_accounts()
-    orders = await finatic.get_orders()
-    positions = await finatic.get_positions()
-    balances = await finatic.get_balances()
+    # 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()
+    # 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()
+    # 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)
-    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()
+    # 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_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
-    # place_order_result = await finatic.place_order(
-    #     connection_id=all_accounts["success"]["data"][0]["connection_id"],
-    #     order_type="market",
-    #     asset_type="equity",
-    #     action="buy",
-    #     symbol="AAPL",
-    #     order_qty=1,
-    # )
-    # print("place_order_result", place_order_result)
+    # Trading methods - ACTIVE for testing
+    # Place order / modify order use top-level params: broker, account_number?, order (no body wrapper)
+    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,  # Optional: 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"],
-    #     order_qty=2,
+    #     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)
 

{finatic_server_python-0.9.6 → finatic_server_python-0.9.8}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "finatic-server-python"
-version = "0.9.6"
+version = "0.9.8"
 description = "Python SDK for Finatic Server API"
 authors = [{ name = "Finatic", email = "support@finatic.dev" }]
 license = { text = "PROPRIETARY" }