def test_bad_file_type(self):
with self.assertRaises(ValueError) as error:
seed_data(
self.api_factory,
["portfolios", "instruments", "transactions"],
self.scope,
Path(__file__).parent.joinpath("data/seed_sample_data/sample_data.xml"),
file_type="xml",
)
self.assertEqual(
error.exception.args[0],
"Unsupported file type, please upload one of the following: ['csv', 'xlsx']",
)
def test_bad_file_type(self):
with self.assertRaises(ValueError) as error:
seed_data(
self.api_factory,
["bad_file_type"],
self.scope,
seed_sample_data_override_csv,
file_type="csv",
)
self.assertEqual(
error.exception.args[0],
"The provided file_type of bad_file_type has no associated mapping",
)
def setUpClass(cls) -> None:
cls.scope = create_scope_id().replace("-", "_")
cls.api_factory = lusid.utilities.ApiClientFactory(
api_secrets_filename=secrets_file)
cls.test_dataframe = pd.read_csv(sample_data_csv)
cls.sample_data = pd.read_csv(sample_data_csv)
seed_data(
cls.api_factory,
["portfolios", "instruments", "transactions"],
cls.scope,
cls.test_dataframe,
sub_holding_keys=[f"Transaction/{cls.scope}/strategy"],
file_type="DataFrame",
)
def test_inconsistent_file_extensions(self):
self.file_extension = "xlsx"
with self.assertRaises(ValueError) as error:
seed_data(
self.api_factory,
["portfolios", "instruments", "transactions"],
self.scope,
seed_sample_data_override_csv,
file_type=self.file_extension,
)
self.assertEqual(
error.exception.args[0],
f"""Inconsistent file and file extensions passed: {seed_sample_data_override_csv} does not have file extension {self.file_extension}""",
)
def setUpClass(cls) -> None:
cls.scope = create_scope_id().replace("-", "_")
cls.api_factory = lusid.utilities.ApiClientFactory(
api_secrets_filename=secrets_file)
cls.sample_data = pd.read_excel(
Path(__file__).parent.joinpath(
"data/seed_sample_data/sample_data_excel.xlsx"))
seed_data(
cls.api_factory,
["portfolios", "instruments", "transactions"],
cls.scope,
Path(__file__).parent.joinpath(
"data/seed_sample_data/sample_data_excel.xlsx"),
sub_holding_keys=[f"Transaction/{cls.scope}/strategy"],
file_type="xlsx",
)
def setUpClass(cls) -> None:
cls.scope = create_scope_id().replace("-", "_")
cls.api_factory = lusid.utilities.ApiClientFactory(
api_secrets_filename=secrets_file)
cls.sample_data = pd.read_csv(seed_sample_data_override_csv)
seed_data(
cls.api_factory,
["portfolios", "instruments", "transactions"],
cls.scope,
seed_sample_data_override_csv,
mappings=dict(
load_json_file(
Path(__file__).parent.parent.parent.joinpath(
"integration",
"cocoon",
"data",
"seed_sample_data",
"seed_sample_data_override.json",
))),
sub_holding_keys=[f"Transaction/{cls.scope}/strategy"],
file_type="csv",
)
def test_override_with_custom_mapping(self):
result = seed_data(
self.api_factory,
["portfolios", "instruments", "transactions"],
self.scope,
seed_sample_data_override_csv,
mappings=dict(
load_json_file(
Path(__file__).parent.parent.parent.joinpath(
"integration",
"cocoon",
"data",
"seed_sample_data",
"seed_sample_data_override.json",
)
)
),
sub_holding_keys=[f"Transaction/{self.scope}/strategy"],
file_type="csv",
)
self.assertEqual(len(result["portfolios"][0]["portfolios"]["success"]), 1)
self.assertEqual(len(result["instruments"][0]["instruments"]["success"]), 1)
self.assertEqual(len(result["transactions"][0]["transactions"]["success"]), 1)