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)
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",
)
import pandas as pd
from lusidtools.cocoon.cocoon import load_from_data_frame
from lusidtools.cocoon.utilities import load_json_file
import logging
from pathlib import Path
logger = logging.getLogger()
default_mappings = dict(load_json_file("config/seed_sample_data.json"))
def seed_data(
api_factory,
domains,
scope: str,
transaction_file: str,
file_type: str,
mappings: dict = default_mappings,
sub_holding_keys=[],
):
"""
This function allows users to seed their LUSID environment with some core data (e.g. instruments,
portfolios, and transaction) from one file.
Parameters
----------
api_factory : lusid.utilities.ApiClientFactory
The api factory to use
domains : list[str]
A list of the file_types for upload.
scope : str