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Analytics Datastore client library for Python

Project description

FactSet

Analytics Datastore client library for Python

PyPi Apache-2 license

Allow clients to fetch precalculated Analytics through predeterministic URLs.

This Python package is automatically generated by the OpenAPI Generator project:

  • API version: 1.0.0
  • Package version: 0.22.0
  • Build package: org.openapitools.codegen.languages.PythonClientCodegen

For more information, please visit https://developer.factset.com/contact

Requirements

  • Python >= 3.7

Installation

Poetry

poetry add fds.sdk.utils fds.sdk.AnalyticsDatastore==0.22.0

pip

pip install fds.sdk.utils fds.sdk.AnalyticsDatastore==0.22.0

Usage

  1. Generate authentication credentials.
  2. Setup Python environment.
    1. Install and activate python 3.7+. If you're using pyenv:

      pyenv install 3.9.7
      pyenv shell 3.9.7
      
    2. (optional) Install poetry.

  3. Install dependencies.
  4. Run the following:
from fds.sdk.utils.authentication import ConfidentialClient

import fds.sdk.AnalyticsDatastore
from fds.sdk.AnalyticsDatastore.api import documents_api
from fds.sdk.AnalyticsDatastore.models import *
from dateutil.parser import parse as dateutil_parser
from pprint import pprint

# See configuration.py for a list of all supported configuration parameters.

# Examples for each supported authentication method are below,
# choose one that satisfies your use case.

# (Preferred) OAuth 2.0: FactSetOAuth2
# See https://github.com/FactSet/enterprise-sdk#oauth-20
# for information on how to create the app-config.json file
#
# The confidential client instance should be reused in production environments.
# See https://github.com/FactSet/enterprise-sdk-utils-python#authentication
# for more information on using the ConfidentialClient class
configuration = fds.sdk.AnalyticsDatastore.Configuration(
    fds_oauth_client=ConfidentialClient('/path/to/app-config.json')
)

# Basic authentication: FactSetApiKey
# See https://github.com/FactSet/enterprise-sdk#api-key
# for information how to create an API key
# configuration = fds.sdk.AnalyticsDatastore.Configuration(
#     username='USERNAME-SERIAL',
#     password='API-KEY'
# )

# Enter a context with an instance of the API client
with fds.sdk.AnalyticsDatastore.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = documents_api.DocumentsApi(api_client)
    # NOTE: The parameter variable defined below is just an example and may potentially contain non valid values. So please replace this with valid values.
    document_request = DocumentRequest(
        meta=MetaRequestModel(
            pagination=MetaRequestModelPagination(
                offset=0,
                limit=10,
            ),
        ),
        data=DocumentRequestData(
            path="Client:/Publisher/TEST_ACCOUNT.ACCT",
            product_type="Publisher",
            tags={
                "key": "key_example",
            },
        ),
    ) # DocumentRequest | Example request of a filtered Documents search call

    try:
        # Gets a list of Documents that a user has access to.
        # example passing only required values which don't have defaults set
        api_response = api_instance.get_documents_end_point(document_request)

        pprint(api_response)
    except fds.sdk.AnalyticsDatastore.ApiException as e:
        print("Exception when calling DocumentsApi->get_documents_end_point: %s\n" % e)

    # # Get response, http status code and response headers
    # try:
    #     # Gets a list of Documents that a user has access to.
    #     api_response, http_status_code, response_headers = api_instance.get_documents_end_point_with_http_info(document_request)


    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.AnalyticsDatastore.ApiException as e:
    #     print("Exception when calling DocumentsApi->get_documents_end_point: %s\n" % e)

    # # Get response asynchronous
    # try:
    #     # Gets a list of Documents that a user has access to.
    #     async_result = api_instance.get_documents_end_point_async(document_request)
    #     api_response = async_result.get()


    #     pprint(api_response)
    # except fds.sdk.AnalyticsDatastore.ApiException as e:
    #     print("Exception when calling DocumentsApi->get_documents_end_point: %s\n" % e)

    # # Get response, http status code and response headers asynchronous
    # try:
    #     # Gets a list of Documents that a user has access to.
    #     async_result = api_instance.get_documents_end_point_with_http_info_async(document_request)
    #     api_response, http_status_code, response_headers = async_result.get()


    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.AnalyticsDatastore.ApiException as e:
    #     print("Exception when calling DocumentsApi->get_documents_end_point: %s\n" % e)

Using Pandas

To convert an API response to a Pandas DataFrame, it is necessary to transform it first to a dictionary.

import pandas as pd

response_dict = api_response.to_dict()['data']

simple_json_response = pd.DataFrame(response_dict)
nested_json_response = pd.json_normalize(response_dict)

Debugging

The SDK uses the standard library logging module.

Setting debug to True on an instance of the Configuration class sets the log-level of related packages to DEBUG and enables additional logging in Pythons HTTP Client.

Note: This prints out sensitive information (e.g. the full request and response). Use with care.

import logging
import fds.sdk.AnalyticsDatastore

logging.basicConfig(level=logging.DEBUG)

configuration = fds.sdk.AnalyticsDatastore.Configuration(...)
configuration.debug = True

Configure a Proxy

You can pass proxy settings to the Configuration class:

  • proxy: The URL of the proxy to use.
  • proxy_headers: a dictionary to pass additional headers to the proxy (e.g. Proxy-Authorization).
import fds.sdk.AnalyticsDatastore

configuration = fds.sdk.AnalyticsDatastore.Configuration(
    # ...
    proxy="http://secret:password@localhost:5050",
    proxy_headers={
        "Custom-Proxy-Header": "Custom-Proxy-Header-Value"
    }
)

Custom SSL Certificate

TLS/SSL certificate verification can be configured with the following Configuration parameters:

  • ssl_ca_cert: a path to the certificate to use for verification in PEM format.
  • verify_ssl: setting this to False disables the verification of certificates. Disabling the verification is not recommended, but it might be useful during local development or testing.
import fds.sdk.AnalyticsDatastore

configuration = fds.sdk.AnalyticsDatastore.Configuration(
    # ...
    ssl_ca_cert='/path/to/ca.pem'
)

Documentation for API Endpoints

All URIs are relative to https://api.factset.com

Class Method HTTP request Description
DocumentsApi get_documents_end_point POST /analytics/pub-datastore/tag-search/v1/documents/search Gets a list of Documents that a user has access to.
DocumentsApi get_product_types POST /analytics/pub-datastore/tag-search/v1/product-types/search Gets a list of product types that a user has access to.
DocumentsApi get_single_tag_end_point GET /analytics/pub-datastore/tag-search/v1/tags/{name} Get a single tag definition based on its name
DocumentsApi get_tag_values_end_point POST /analytics/pub-datastore/tag-search/v1/tags/{name}/values Gets a list of tag values for the given name
DocumentsApi get_tags_end_point GET /analytics/pub-datastore/tag-search/v1/tags Gets a list of tag definitions for the user.
MappingsApi get_insight_mapping GET /analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{configId}/{date} Redirects to the underlying Insight/Vault data in a Stach format.
MappingsApi get_pdf_ppt_mapping GET /analytics/pub-datastore/swivel/v1/{document}/{accountId}/{date} Redirects to the raw PPT/PDF output created by the Publisher service.
MappingsApi get_stach_mapping GET /analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{date} Redirects to the underlying PA/SPAR data represented in a Stach format.
MappingsApi get_stach_mapping_no_date GET /analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId} Redirects to the underlying PA/SPAR data represented in a Stach format, with no as of date specified.
ObjectsApi get_cargo_endpoint GET /analytics/pub-datastore/cargo/v1/groups/{groupId}/objects/{objectId} Gets an object given an ID. In this case ID retrieved from mapping Location header, object data in response body.

Documentation For Models

Documentation For Authorization

FactSetApiKey

  • Type: HTTP basic authentication

FactSetOAuth2

  • Type: OAuth
  • Flow: application
  • Authorization URL:
  • Scopes: N/A

Notes for Large OpenAPI documents

If the OpenAPI document is large, imports in fds.sdk.AnalyticsDatastore.apis and fds.sdk.AnalyticsDatastore.models may fail with a RecursionError indicating the maximum recursion limit has been exceeded. In that case, there are a couple of solutions:

Solution 1: Use specific imports for apis and models like:

  • from fds.sdk.AnalyticsDatastore.api.default_api import DefaultApi
  • from fds.sdk.AnalyticsDatastore.model.pet import Pet

Solution 2: Before importing the package, adjust the maximum recursion limit as shown below:

import sys
sys.setrecursionlimit(1500)
import fds.sdk.AnalyticsDatastore
from fds.sdk.AnalyticsDatastore.apis import *
from fds.sdk.AnalyticsDatastore.models import *

Contributing

Please refer to the contributing guide.

Copyright

Copyright 2022 FactSet Research Systems Inc

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

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