def test_a_create_unlinked_pa_template(self):
unlinked_pa_template_parameters = UnlinkedPATemplateParameters(
directory="Personal:SDKTests/DoNotModify/UnlinkedPATemplates/",
template_type_id=
"996E90B981AEE83F14029ED3D309FB3F03EC6E2ACC7FD42C22CBD5D279502CFD",
description=
"This is an unlinked PA template that only returns security level data",
accounts=[
PAIdentifier(id="SPN:SP50", holdingsmode="B&H"),
PAIdentifier(id="MSCI_USA:984000", holdingsmode="B&H")
],
benchmarks=[
PAIdentifier(id="SPN:SP50", holdingsmode="B&H"),
PAIdentifier(id="DJGX:AMERICAS", holdingsmode="B&H")
],
columns=[
PACalculationColumn(
id=
"BD1720474AB8A80BDD79777F5B9CA594F4151C0554E30F9C916BA73BFAFC1FE0",
statistics=["eb9d6d91416e4224bacadc261787e56f"])
],
dates=PADateParameters(startdate="20200101",
enddate="20201215",
frequency="Monthly"),
groups=[
PACalculationGroup(
id=
"5BCFFD17598FAEBD88EB4934EFB5FEF53849867D607ECEF232CD42D3369BBBCA"
)
],
currencyisocode="USD",
componentdetail="GROUPS",
content=TemplateContentTypes(mandatory=["accounts", "benchmarks"],
optional=[
"groups", "columns",
"currencyisocode",
"componentdetail"
],
locked=["dates"]))
unlinked_pa_template_parameters_root = UnlinkedPATemplateParametersRoot(
data=unlinked_pa_template_parameters)
response = self.unlinked_pa_templates_api.create_unlinked_pa_templates(
unlinked_pa_template_parameters_root=
unlinked_pa_template_parameters_root)
firsttemplate = response[0].data['id']
self.assertEqual(response[1], 201, "Response should be 201 - Success")
self.assertEqual(
type(response[0].data), UnlinkedPATemplatePostSummary,
"Response should be of UnlinkedPATemplatePostSummary type.")
self.assertEqual(type(response[0].data['id']), str,
"Response should be of String type.")
self.assertGreater(len(response[0].data['id']), 0,
"Response result should not be an empty list.")
def create_calculation(test_context):
print("Creating single unit calculation")
components = self.components_api.get_pa_components(
document="PA_DOCUMENTS:DEFAULT", _return_http_data_only=True)
component_summary = ComponentSummary(
name="Weights", category="Weights / Exposures")
component_id = [
id for id in list(components.data.keys())
if components.data[id].name == component_summary.name
and components.data[id].category == component_summary.category
][0]
pa_accounts = [PAIdentifier(id="BENCH:SP50")]
pa_benchmarks = [PAIdentifier(id="BENCH:R.1000")]
pa_dates = PADateParameters(startdate="20180101",
enddate="20181231",
frequency="Monthly")
pa_calculation_parameters = {
"1":
PACalculationParameters(componentid=component_id,
accounts=pa_accounts,
benchmarks=pa_benchmarks,
dates=pa_dates)
}
pa_calculation_parameter_root = PACalculationParametersRoot(
data=pa_calculation_parameters)
post_and_calculate_response = self.pa_calculations_api.post_and_calculate(
pa_calculation_parameters_root=pa_calculation_parameter_root)
self.assertTrue(
post_and_calculate_response[1] == 201
or post_and_calculate_response[1] == 202,
"Response for create_calculation should have been 201 or 202")
if post_and_calculate_response[1] == 201:
return {
"continue_workflow": False,
"next_request": None,
"test_context": None
}
elif post_and_calculate_response[1] == 202:
test_context["calculation_id"] = post_and_calculate_response[
2]["X-Factset-Api-Calculation-Id"]
return {
"continue_workflow": True,
"next_request": read_status_step_name,
"test_context": test_context
}
def test_c_delete_templated_pa_component(self):
global parent_template_id
templated_pa_component_parameters = TemplatedPAComponentParameters(
directory="Personal:SDKTests/DoNotModify/TemplatedPAComponents/",
parent_template_id=parent_template_id,
description="This is a templated PA component",
component_data=PAComponentData(
accounts=[
PAIdentifier(id="SPN:SP50", holdingsmode="B&H"),
PAIdentifier(id="MSCI_USA:984000", holdingsmode="B&H")
],
benchmarks=[
PAIdentifier(id="SPN:SP50", holdingsmode="B&H"),
PAIdentifier(id="DJGX:AMERICAS", holdingsmode="B&H")
],
columns=[
PACalculationColumn(
id=
"BD1720474AB8A80BDD79777F5B9CA594F4151C0554E30F9C916BA73BFAFC1FE0",
statistics=["eb9d6d91416e4224bacadc261787e56f"])
],
groups=[
PACalculationGroup(
id=
"5BCFFD17598FAEBD88EB4934EFB5FEF53849867D607ECEF232CD42D3369BBBCA"
)
],
currencyisocode="USD",
componentdetail="GROUPS"))
templated_pa_component_parameters_root = TemplatedPAComponentParametersRoot(
data=templated_pa_component_parameters)
components = self.templated_pa_components_api.create_templated_pa_components(
templated_pa_component_parameters_root=
templated_pa_component_parameters_root)
component_id = components[0].data['id']
# delete templated PA component
response = self.templated_pa_components_api.delete_templated_pa_components(
id=component_id)
self.assertEqual(response[1], 204, "Response should be 204 - Success")
# delete unlinked template
response = self.unlinked_pa_templates_api.delete_unlinked_pa_templates(
id=parent_template_id)
def main():
config = Configuration()
config.host = host
config.username = fds_username
config.password = fds_api_key
config.discard_unknown_keys = True
# add proxy and/or disable ssl verification according to your development environment
# config.proxy = "<proxyUrl>"
config.verify_ssl = False
# Setting configuration to retry api calls on http status codes of 429 and 503.
config.retries = Retry(total=3,
status=3,
status_forcelist=frozenset([429, 503]),
backoff_factor=2,
raise_on_status=False)
api_client = ApiClient(config)
components_api = ComponentsApi(api_client)
try:
pa_document_name = "PA_DOCUMENTS:DEFAULT"
pa_component_name = "Weights"
pa_component_category = "Weights / Exposures"
portfolio = "BENCH:SP50"
benchmark = "BENCH:R.1000"
startdate = "20180101"
enddate = "20181231"
frequency = "Monthly"
# uncomment the below code line to setup cache control; max-stale=0 will be a fresh adhoc run and the max-stale value is in seconds.
# Results are by default cached for 12 hours; Setting max-stale=300 will fetch a cached result which is 5 minutes older.
# cache_control = "max-stale=0"
get_components_response = components_api.get_pa_components(
document=pa_document_name)
component_id = [
id for id in list(get_components_response[0].data.keys())
if get_components_response[0].data[id].name == pa_component_name
and get_components_response[0].data[id].category ==
pa_component_category
][0]
print("PA Component Id: " + component_id)
pa_accounts = [PAIdentifier(id=portfolio)]
pa_benchmarks = [PAIdentifier(id=benchmark)]
pa_dates = PADateParameters(startdate=startdate,
enddate=enddate,
frequency=frequency)
pa_calculation_parameters = {
"1":
PACalculationParameters(componentid=component_id,
accounts=pa_accounts,
benchmarks=pa_benchmarks,
dates=pa_dates),
"2":
PACalculationParameters(componentid=component_id,
accounts=pa_accounts,
benchmarks=pa_benchmarks,
dates=pa_dates)
}
pa_calculation_parameter_root = PACalculationParametersRoot(
data=pa_calculation_parameters)
pa_calculations_api = PACalculationsApi(api_client)
post_and_calculate_response = pa_calculations_api.post_and_calculate(
pa_calculation_parameters_root=pa_calculation_parameter_root)
# comment the above line and uncomment the below line to run the request with the cache_control header defined earlier
# post_and_calculate_response = pa_calculations_api.post_and_calculate(pa_calculation_parameters_root=pa_calculation_parameter_root, cache_control=cache_control)
if post_and_calculate_response[
1] == 202 or post_and_calculate_response[1] == 200:
calculation_id = post_and_calculate_response[0].data.calculationid
print("Calculation Id: " + calculation_id)
status_response = pa_calculations_api.get_calculation_status_by_id(
id=calculation_id)
while status_response[1] == 202 and (status_response[0].data.status
in ("Queued", "Executing")):
max_age = '5'
age_value = status_response[2].get("cache-control")
if age_value is not None:
max_age = age_value.replace("max-age=", "")
print('Sleeping: ' + max_age)
time.sleep(int(max_age))
status_response = pa_calculations_api.get_calculation_status_by_id(
calculation_id)
for (calculation_unit_id,
calculation_unit) in status_response[0].data.units.items():
if calculation_unit.status == "Success":
print("Calculation Unit Id: " + calculation_unit_id +
" Succeeded!!!")
result_response = pa_calculations_api.get_calculation_unit_result_by_id(
id=calculation_id, unit_id=calculation_unit_id)
output_calculation_result(result_response[0]['data'])
else:
print("Calculation Unit Id:" + calculation_unit_id +
" Failed!!!")
print("Error message : " + str(calculation_unit.errors))
else:
print("Calculation creation failed")
print("Error status : " + str(post_and_calculate_response[1]))
print("Error message : " + str(post_and_calculate_response[0]))
except ApiException as e:
print("Api exception Encountered")
print(e)
exit()