def __init__(self, client):
self.aggregation = lusid.AggregationApi(client)
self.analytics_stores = lusid.AnalyticsStoresApi(client)
self.metadata = lusid.ApplicationMetadataApi(client)
self.corporate_action_sources = lusid.CorporateActionSourcesApi(
client)
self.data_types = lusid.DataTypesApi(client)
self.derived_transaction_portfolios = lusid.DerivedTransactionPortfoliosApi(
client)
self.instruments = lusid.InstrumentsApi(client)
self.login = lusid.InstrumentsApi(client)
self.portfolio_groups = lusid.PortfolioGroupsApi(client)
self.portfolios = lusid.PortfoliosApi(client)
self.property_definitions = lusid.PropertyDefinitionsApi(client)
self.quotes = lusid.QuotesApi(client)
self.reconciliations = lusid.ReconciliationsApi(client)
self.reference_portfolios = lusid.ReferencePortfolioApi(client)
self.results = lusid.ResultsApi(client)
self.schemas = lusid.SchemasApi(client)
self.scopes = lusid.ScopesApi(client)
self.search = lusid.SearchApi(client)
self.system_configuration = lusid.SystemConfigurationApi(client)
self.transaction_portfolios = lusid.TransactionPortfoliosApi(
client)
self.cut_labels = lusid.CutLabelDefinitionsApi(client)
def setUpClass(cls):
# Create a configured API client
api_client = TestDataUtilities.api_client()
# Setup required LUSID APIs
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(
api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.aggregation_api = lusid.AggregationApi(api_client)
cls.quotes_api = lusid.QuotesApi(api_client)
cls.recipes_api = lusid.ConfigurationRecipeApi(api_client)
instrument_loader = InstrumentLoader(cls.instruments_api)
cls.instrument_ids = instrument_loader.load_instruments()
# Setup test data from utilities
cls.test_data_utilities = TestDataUtilities(
cls.transaction_portfolios_api)
# Set test parameters
cls.effective_date = datetime(2019, 4, 15, tzinfo=pytz.utc)
cls.portfolio_code = cls.test_data_utilities.create_transaction_portfolio(
TestDataUtilities.tutorials_scope)
# Setup test portfolio
cls.setup_portfolio(cls.effective_date, cls.portfolio_code)
def setUpClass(cls):
# create a configured API client
api_client = TestDataUtilities.api_client()
cls.property_definitions_api = lusid.PropertyDefinitionsApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(
api_client)
def setUpClass(cls):
# create a configured API client
api_client = TestDataUtilities.api_client()
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
instrument_loader = InstrumentLoader(cls.instruments_api)
cls.instrument_ids = instrument_loader.load_instruments()
cls.test_data_utilities = TestDataUtilities(cls.transaction_portfolios_api)
def setUpClass(cls):
logging.basicConfig(level=logging.INFO)
# create a configured API client
api_client = TestDataUtilities.api_client()
cls.property_definitions_api = lusid.PropertyDefinitionsApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(
api_client)
cls.id_generator = IdGenerator(scope=TestDataUtilities.tutorials_scope)
def setUpClass(cls):
# create a configured API client
api_client = ApiClientBuilder().build(CredentialsSource.secrets_path())
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(
api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
instrument_loader = InstrumentLoader(cls.instruments_api)
cls.instrument_ids = instrument_loader.load_instruments()
cls.test_data_utilities = TestDataUtilities(
cls.transaction_portfolios_api)
def setUpClass(cls):
cls.wait_time = 15
open_excel(cls.wait_time)
api_client = ApiClientBuilder().build(CredentialsSource.secrets_path())
cls.scopes_api = lusid.ScopesApi(api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(api_client)
cls.aggregation_api = lusid.AggregationApi(api_client)
cls.reconciliations_api = lusid.ReconciliationsApi(api_client)
cls.book_name = "LUSID Excel - Setting up your IBOR template Global Equity Fund.xlsx"
def setUp(cls):
# create a configured API client
api_client = ApiClientBuilder().build(
str(CredentialsSource.secrets_path()))
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(
api_client)
cls.corporate_actions_sources_api = lusid.CorporateActionSourcesApi(
api_client)
cls.id_generator = IdGenerator(scope=TestDataUtilities.tutorials_scope)
def setUpClass(cls):
# create a configured API client
api_client = ApiClientBuilder().build(CredentialsSource.secrets_path())
cls.property_definitions_api = lusid.PropertyDefinitionsApi(api_client)
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
instrument_loader = InstrumentLoader(cls.instruments_api)
cls.instrument_ids = instrument_loader.load_instruments()
cls.test_data_utilities = TestDataUtilities(cls.transaction_portfolios_api)
cls.id_generator = IdGenerator(scope=TestDataUtilities.tutorials_scope)
def setUpClass(cls):
# create a configured API client
api_client = TestDataUtilities.api_client()
cls.scopes_api = lusid.ScopesApi(api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(api_client)
cls.property_definitions_api = lusid.PropertyDefinitionsApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.test_data_utilities = TestDataUtilities(cls.transaction_portfolios_api)
cls.id_generator = IdGenerator(scope=TestDataUtilities.tutorials_scope)
cls.instrument_loader = InstrumentLoader(cls.instruments_api)
cls.instrument_ids = cls.instrument_loader.load_instruments()
def setUpClass(cls):
# create a configured API client
api_client = TestDataUtilities.api_client()
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.recipes_api = lusid.ConfigurationRecipeApi(api_client)
cls.aggregation_api = lusid.AggregationApi(api_client)
cls.quotes_api = lusid.QuotesApi(api_client)
cls.portfolios_api = lusid.PortfoliosApi(api_client)
instrument_loader = InstrumentLoader(cls.instruments_api)
cls.instrument_ids = instrument_loader.load_instruments()
cls.test_data_utilities = TestDataUtilities(cls.transaction_portfolios_api)
cls.id_generator = IdGenerator(scope=TestDataUtilities.tutorials_scope)
def setUpClass(cls):
# setup logging configuration
cls.root_logger = logging.getLogger(__name__)
cls.root_logger.setLevel(logging.INFO)
# create a configured API client
api_client = TestDataUtilities.api_client()
cls.property_definitions_api = lusid.PropertyDefinitionsApi(api_client)
cls.instruments_api = lusid.InstrumentsApi(api_client)
cls.transaction_portfolios_api = lusid.TransactionPortfoliosApi(api_client)
# load instruments from InstrumentLoader
instrument_loader = InstrumentLoader(cls.instruments_api)
cls.instrument_ids = instrument_loader.load_instruments()
# set test scope and code
cls.scope = "TransactionProperty"
cls.code = "TransactionTaxDetail"
