def test_upsert_instruments_with_invalid_mapping(self):
args = self.invalid_args.copy()
test_data_root = Path(__file__).parent.joinpath("test_data")
args["file_path"] = test_data_root.joinpath("instruments.csv")
args["mapping"] = test_data_root.joinpath("mapping_inst_invalid.json")
LusidLogger(args["debug"])
responses = load_instruments(args)
self.assertEqual(0, len(responses["instruments"]["errors"]))
self.assertEqual(
20,
sum([
len(response.failed)
for response in responses["instruments"]["success"]
]),
)
self.assertEqual(
0,
sum([
len(response.values)
for response in responses["instruments"]["success"]
]),
)
LusidLogger("debug")
def setUpClass(cls) -> None:
LusidLogger(cls.valid_args["debug"])
def main(argv):
args, ap = parse_args(sys.argv[1:])
LusidLogger(args["debug"])
load_instruments(args)
return 0
def main():
args, ap = parse_args(sys.argv[1:])
LusidLogger(args["debug"])
load_transactions(args)
return 0
def main():
args, ap = parse_args(sys.argv[1:])
LusidLogger(args["debug"])
load_portfolios(args)
return 0
def setUpClass(cls) -> None:
test_data_root = Path(__file__).parent.joinpath("test_data")
cls.mapping_valid = test_data_root.joinpath("mapping.json")
cls.mapping_invalid = test_data_root.joinpath("mapping_invalid.json")
cls.valid_instruments = test_data_root.joinpath("instruments.csv")
cls.cur_dir = os.path.dirname(__file__)
cls.secrets = Path(__file__).parent.parent.parent.joinpath(
"secrets.json")
cls.testscope = "testscope0001"
cls.valid_args = {
"file_path": os.path.join(cls.cur_dir, cls.valid_instruments),
"secrets_file": cls.secrets,
"mapping": os.path.join(cls.cur_dir, cls.mapping_valid),
"delimiter": None,
"scope": cls.testscope,
"num_header": 0,
"num_footer": 0,
"debug": "debug",
"batch_size": None,
"dryrun": False,
"line_terminator": r"\n",
"display_response_head": True,
}
cls.invalid_args = {
"file_path": os.path.join(cls.cur_dir, cls.valid_instruments),
"secrets_file": cls.secrets,
"mapping": os.path.join(cls.cur_dir, cls.mapping_invalid),
"delimiter": None,
"scope": cls.testscope,
"num_header": 0,
"num_footer": 0,
"debug": "debug",
"batch_size": None,
"dryrun": False,
"line_terminator": r"\n",
"display_response_head": True,
}
LusidLogger("debug")
factory = lusid.utilities.ApiClientFactory(
api_secrets_filename=cls.secrets)
portfolios_api = factory.build(PortfoliosApi)
portfolios_response = portfolios_api.list_portfolios_for_scope(
scope=cls.testscope)
existing_portfolios = [
portfolio.id.code for portfolio in portfolios_response.values
]
test_list = ["Global-Strategies", "GlobalCreditFund"]
if not all(x in existing_portfolios for x in test_list):
transactions_portfolio_api = factory.build(
TransactionPortfoliosApi)
for portfolio in test_list:
if portfolio not in existing_portfolios:
transaction_portfolio_request1 = lusid.models.CreateTransactionPortfolioRequest(
display_name=portfolio,
code=portfolio,
base_currency="GBP",
created="2018-03-05T12:00:00+00:00",
)
transactions_portfolio_response1 = transactions_portfolio_api.create_portfolio(
scope=cls.testscope,
transaction_portfolio=transaction_portfolio_request1,
)
logging.info(f"created portfolio: {portfolio}")
def main(argv):
args, ap = parse_args(sys.argv[1:])
LusidLogger(args["debug"])
load_holdings(args)
return 0