lusid-express

1. lusid-express

1.0.0.0.1. lusid-express is a python package that makes it quick and easy to get started using Lusid and Luminesce. It is particularly geared toward creating a good notebook user experience when working locally.

• 1. Getting Started
  • 1.1. Requirements
    • 1.1.1. Environmental Variable setup
  • 1.2. Installation
• 1. Convenience package installations
• 1. Luminesce Magic Command
  • 3.1. Why use this?
• 1. Pre-loaded Variables
• 1. Formatting
  • 5.1. Lusid Objects
  • 5.2. Copy to Clipboard
• 1. Widgets

This repository holds the source code for lusid-express, a python package that makes it quick and easy to get started using Lusid and Luminesce. The package provides convenience in 4 distinct ways.

1. Ease of installation of finbourne packages.
2. %%luminesce cell magic in your local jupyter installation.
3. Preset variables that make it possible to ommit boiler plate code.
4. Widgets and other visual representations of Lusid objects.

flowchart LR

LE-->UTILS[utils]
LE-->WIDGETS[widgets]
LE-->MAIN[CLI]
LE[lusid_express]-->API[apis]
LE-->DISPLAY[display]




WIDGETS-->Transaction(Transaction Forms):::F
MAIN-->O(Optional Styling Overrides):::F
MAIN-->Vars(Optional startup variables):::F
MAIN-->Mag(Optional magics):::F
DISPLAY-->M(markdown render tools):::F
DISPLAY-->H(HTML render tools):::F
DISPLAY-->S(Styling):::F
DISPLAY-->Scr(javaScript):::F
API-->Ap(authed lusid apis):::F
UTILS-->L(datetime tools):::F
UTILS-->V(case adjustment tools):::F
UTILS-->X(idempotentcy tools):::F

classDef F fill:#e1dddd

1. Getting Started

1.1. Requirements

In order to authenticate the lusid api clients you will need to have generated a secrets file. furthermore, you will need to have an environmental variable named FBN_SECRETS_PATH set to the full path to your secrets file.

1.1.1. Environmental Variable setup

1.1.1.1.1. Mac OS

Assuming ~/.secret/secrets.json exists

echo 'export FBN_SECRETS_PATH="~/.secret/secrets.json"' >> ~/.zshrc

NOTE: Your secrets file needs to include the lumi api url under the key: lumiApiUrl. This url usually takes the form https://{your-domain}.lusid.com/honeycomb.

1.2. Installation

pip install -U lusid-express
python -m lusid_express --enable all

The above commands install the lusid-express package and enable enhancements to your IPython environment. If running from a virtual environment these enhancements are limited to that virtual environment. enabling magic adds the luminesce magic command. vars adds preloaded variables to IPython sessions. format adds tables with finbourne branding, as well as branded automatic rendering of lusid objects when displayed. The --disable command is available should you wish to disable these.

2. Convenience package installations

graph LR;
    lu[lusid_express]-->lusid_express[Lusid_blundle]
    lusid_express --> luminesce_sdk_preview
    lusid_express --> lusid_jam
    lusid_express --> lusid_sdk_preview
    lusid_express --> fbnlab_preview
    lusid_express --> finbourne_access_sdk
    lusid_express --> finbourne_identity_sdk
    lusid_express --> finbourne_insights_sdk_preview
    lusid_express --> finbourne_sdk_utilities
    lusid_express --> lusid_configuration_sdk_preview
    lusid_express --> lusid_drive_sdk_preview
    lusid_express --> lusid_notifications_sdk_preview
    lusid_express --> lusid_scheduler_sdk_preview
    lusid_express --> lusid_workflow_sdk_preview
    lusid_express --> lusidtools
    lusid_express --> dve_lumipy_preview

    luminesce_sdk_preview["luminesce-sdk-preview==1.14.758"]
    lusid_jam["lusid-jam==0.1.2"]
    lusid_sdk_preview["lusid-sdk-preview==1.1.120"]
    fbnlab_preview["fbnlab-preview==0.1.108"]
    finbourne_access_sdk["finbourne-access-sdk==0.0.3751"]
    finbourne_identity_sdk["finbourne-identity-sdk==0.0.2834"]
    finbourne_insights_sdk_preview["finbourne-insights-sdk-preview==0.0.763"]
    finbourne_sdk_utilities["finbourne-sdk-utilities==0.0.10"]
    lusid_configuration_sdk_preview["lusid-configuration-sdk-preview==0.1.514"]
    lusid_drive_sdk_preview["lusid-drive-sdk-preview==0.1.617"]
    lusid_notifications_sdk_preview["lusid-notifications-sdk-preview==0.1.923"]
    lusid_scheduler_sdk_preview["lusid-scheduler-sdk-preview==0.0.829"]
    lusid_workflow_sdk_preview["lusid-workflow-sdk-preview==0.1.810"]
    lusidtools["lusidtools==1.0.14"]
    dve_lumipy_preview["dve-lumipy-preview==0.1.1075"]

3. Luminesce Magic Command

python -m lusid_express -e magic

3.1. Why use this?

The main motivation to use this cell magic is to enable SQL syntax highlighting through the use of SQL jupyter cells. That is, rather than display a cell on a notebook that holds an SQL string such as:

sql_string = """
@raw_equities =
SELECT *,
    'training' as Scope,
    Currency as domCcy,
    Ticker as DisplayName
FROM @equitiesCSV
WHERE Ticker IS NOT null;
where Ticker is null
    and "type" is not "FundsIn";
SELECT *
FROM Lusid.Instrument.Equity.Writer
WHERE toWrite = @raw_equities;
"""

You would instead have a cell with pure SQL that looks like this:

%%luminesce

@raw_equities =
SELECT *,
    'training' as Scope,
    Currency as domCcy,
    Ticker as DisplayName
FROM @equitiesCSV
WHERE Ticker IS NOT null;
where Ticker is null
    and "type" is not "FundsIn";
SELECT *
FROM Lusid.Instrument.Equity.Writer
WHERE toWrite = @raw_equities;

VSCode allows the SQL auto-formatting of Jupyter cells. This query runs when the cell is excecuted.

4. Pre-loaded Variables

python -m lusid_express -e vars

Enabling this feature provides the convenience of automatically loading important variables into python notebooks. This allows us to omit boler-plate code from each notebook. It also allows for reduce complexity as token management, authentication, and api client instantiations have all been abstracted away.

Variable Name	Statement	Description
lu	import lusid as lu	Main LUSID package
lm	import lusid.models as lm	LUSID models module
apis	import lusid_express.apis as apis	convenience package providing pre-authenticated api access.

5. Formatting

python -m lusid_express -e format

When enabled, format overrides default rendering of certain types of objects.

5.1. Lusid Objects

Lusid Objects are rendered as tables, displaying the object type as the table's title, and its properties in the table's rows

Equity

Property	Value
identifiers
isin	US0378331005
figi	BBG000B9XVV8
ticker	AAPL
dom_ccy	USD
instrument_type	Equity

5.2. Copy to Clipboard

With every table or Pandas DataFrame a Copy to Clipboard button is available for excel friendly copy/pasting.

6. Widgets

The widgets module allows you to quickly create forms that represent the input of several entity types. They also include a submit button to execute api calls. Only Transactions have a widget representation for now, more will be added.