0.4.1 - Beta release with Time Series improvements

.github/workflows/dev_test_publish.yml

@@ -20,69 +20,110 @@ env:
 
 jobs:
 
-  test:
-    name: Test
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout code
-        uses: actions/checkout@v3
-        with:
-          ref: 'dev'
+  # test:
+  #   name: Test 🧪
+  #   runs-on: ubuntu-latest
+
+  #   steps:
+  #     - name: Checkout code
+  #       uses: actions/checkout@v4
+  #       with:
+  #         ref: 'dev'
 
-      - name: Set up Python
-        uses: actions/setup-python@v3
-        with:
-          python-version: '3.9'
+  #     - name: Set up Python
+  #       uses: actions/setup-python@v5
+  #       with:
+  #         python-version: '3.10.9'
 
-      - name: Install latest PIP
-        run: |
-          python -m pip install --upgrade pip >> $GITHUB_STEP_SUMMARY
+  #     - name: Install latest PIP
+  #       run: |
+  #         python -m pip install --upgrade pip
 
-      - name: Install Dependencies
-        run: |
-          python -m pip install pytest pytest-cov >> $GITHUB_STEP_SUMMARY
+  #     - name: Install Dependencies
+  #       run: |
+  #         python -m pip install pytest pytest-cov
 
-      - name: Setup factiva-analytics <DEV> (this repo)
-        run: |
-          python -m pip install -e . >> $GITHUB_STEP_SUMMARY
+  #     - name: Setup factiva-analytics <DEV> (this repo)
+  #       run: |
+  #         python -m pip install .
 
-      - name: pytest
-        run: pytest test/ >> $GITHUB_STEP_SUMMARY
+  #     - name: pytest
+  #       run: pytest test/
 
   build:
-      name: Build and Publish
+      name: Build 📦
       runs-on: ubuntu-latest
-      needs: [test]
+      # needs: [test]
+      permissions:
+        id-token: write
       steps:
         - name : Checkout code
-          uses : actions/checkout@v3
+          uses : actions/checkout@v4
           with:
             ref: 'dev'
 
         - name: Set up Python
-          uses: actions/setup-python@v3
+          uses: actions/setup-python@v5
           with:
-            python-version: '3.9'
+            python-version: '3.10.9'
 
-        - name: Install latest pip, setuptools, twine + wheel
+        # changes
+
+        - name: Install pypa/build
           run: |
-            python -m pip install --upgrade pip setuptools wheel >> $GITHUB_STEP_SUMMARY
-
-        - name: Build wheels
+            python -m pip install --upgrade build
+        - name: Build a binary build and a source tarball
           run: |
-            python setup.py bdist_wheel >> $GITHUB_STEP_SUMMARY
-            python setup.py sdist >> $GITHUB_STEP_SUMMARY
-
-        - name: Upload Artifact
-          uses: actions/upload-artifact@v3
+            python -m build
+        - name: Store the distribution packages
+          uses: actions/upload-artifact@v4
           with:
-            name: Wheel_library
+            name: python-package-distributions
             path: dist/
+
+        # - name: Install latest pip, setuptools, twine + wheel
+        #   run: |
+        #     python -m pip install --upgrade pip setuptools wheel >> $GITHUB_STEP_SUMMARY
 
-        - name: Publish package to TestPyPI
-          uses: pypa/gh-action-pypi-publish@release/v1
-          with:
-            user: __token__
-            password: ${{ secrets.TEST_PYPI_API_TOKEN }}
-            repository_url: https://test.pypi.org/legacy/
-            skip_existing: true
+        # - name: Build wheels
+        #   run: |
+        #     python setup.py bdist_wheel >> $GITHUB_STEP_SUMMARY
+        #     python setup.py sdist >> $GITHUB_STEP_SUMMARY
+
+
+  publish-to-testpypi:
+    name: Publish 📦 to TestPyPI
+    needs:
+    - build
+    runs-on: ubuntu-latest
+
+    environment:
+      name: testpypi
+      url: https://test.pypi.org/p/factiva-analytics
+
+    permissions:
+      id-token: write
+
+    steps:
+    - name: Download all the dists
+      uses: actions/download-artifact@v4
+      with:
+        name: python-package-distributions
+        path: dist/
+    - name: Publish 📦 to TestPyPI
+      uses: pypa/gh-action-pypi-publish@release/v1
+      with:
+        repository-url: https://test.pypi.org/legacy/
+        verbose: true
+        skip-existing: true
+
+        # - name: GitHub Repo Artifact Upload
+        #   uses: actions/upload-artifact@v4
+        #   with:
+        #     name: Wheel_library
+        #     path: dist/
+
+        # - name: Publish package to TestPyPI
+        #   uses: pypa/gh-action-pypi-publish@release/v1
+        #   with:
+        #     repository-url: https://test.pypi.org/legacy/

.github/workflows/main_test_publish.yml

@@ -25,12 +25,12 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout code
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Set up Python
         uses: actions/setup-python@v3
         with:
-          python-version: '3.9'
+          python-version: '3.10.9'
 
       - name: Install latest PIP
         run: |
@@ -53,12 +53,12 @@ jobs:
       needs: [test]
       steps:
         - name : Checkout code
-          uses : actions/checkout@v3
+          uses : actions/checkout@v4
 
         - name: Set up Python
           uses: actions/setup-python@v3
           with:
-            python-version: '3.9'
+            python-version: '3.10.9'
 
         - name: Install latest pip, setuptools, twine + wheel
           run: |
@@ -80,4 +80,4 @@ jobs:
           with:
             user: __token__
             password: ${{ secrets.PYPI_API_TOKEN }}
-            skip_existing: false
+            skip-existing: false

.readthedocs.yaml

@@ -2,26 +2,23 @@
 # Read the Docs configuration file
 # See https://docs.readthedocs.io/en/stable/config-file/v2.html for details
 
-# Required
 version: 2
 
-# Set the version of Python and other tools you might need
 build:
   os: ubuntu-22.04
   tools:
-    python: "3.9"
+    python: "3.12"
 
-# Build documentation in the docs/ directory with Sphinx
 sphinx:
-   configuration: docs/source/conf.py
+  configuration: docs/source/conf.py
 
-# Optionally build your docs in additional formats such as PDF
 formats:
-   - pdf
+  - pdf
+  - epub
 
-# Optionally set the version of Python and requirements required to build your docs
 python:
    install:
     - requirements: docs/requirements.txt
     - method: pip
       path: .
+

README.rst

@@ -1,6 +1,7 @@
 Dow Jones Factiva Analytics Python Library
 ##########################################
 .. image:: https://github.com/dowjones/factiva-analytics-python/actions/workflows/main_test_publish.yml/badge.svg
+.. image:: https://readthedocs.org/projects/factiva-analytics-python/badge/?version=latest&style=plastic
 
 This library simplifies the integration to Factiva Analytics API services that delivers premium news content.
 
@@ -10,6 +11,7 @@ The following services are currently implemented.
 * **Snapshots**: Allows to run each snapshot creation, monitoring, download and local exploration, in an individual manner. Also allows to run the whole process within a single method.
 * **Streams**: In addition to creating and getting stream details, contains the methods to easily implement a stream listener and push the content to other locations appropriate for high-available setups.
 * **Taxonomy**: Operations that return taxonomies applied to classify news content.
+* **ArticleFetcher**: Gets article's content by unique identifiers (AN), for display purposes only.
 
 Installation
 ============
@@ -23,68 +25,95 @@ Using Library services
 ======================
 Most Factiva Analytics services are implemented in this library. There may be a delay (commonly weeks) when new features are released and their operations are implemented in this package.
 
-Creating a User Instance and Getting its statistics
----------------------------------------------------
-Create `UserKey` instance and retrieve a summary of the account statistics.
+Getting Account Information
+---------------------------
+Create an `AccountInfo` instance that contains a summary of the account's basic information and usage statistics.
 
 .. code-block:: python
 
-    from factiva.analytics import UserKey
-    u = UserKey(
-        key='abcd1234abcd1234abcd1234abcd1234',  # Not needed if the ENV variable FACTIVA_USERKEY is set
-        stats=True)  # Connects to the API and pulls the latest account status
+    from factiva.analytics import AccountInfo
+    u = AccountInfo(
+        user_key='abcd1234abcd1234abcd1234abcd1234'  # Not needed if the ENV variable FACTIVA_USERKEY is set
+    )
     print(u)
 
 .. code-block::
 
-    <class 'factiva.core.userkey.UserKey'>
-    |-key = ****************************1234
-    |-cloud_token = **Not Fetched**
-    |-account_name = AccName1234
-    |-account_type = account_with_contract_limits
-    |-active_products = DNA
-    |-max_allowed_concurrent_extractions = 5
-    |-max_allowed_extracted_documents = 200,000
-    |-max_allowed_extractions = 3
-    |-currently_running_extractions = 0
-    |-total_downloaded_bytes = 7,253,890
-    |-total_extracted_documents = 2,515
-    |-total_extractions = 1
-    |-total_stream_instances = 4
-    |-total_stream_subscriptions = 1
-    |-enabled_company_identifiers = [{'id': 4, 'name': 'isin'}, {'id': 3, 'name': 'cusip'}, {'id': 1, 'name': 'sedol'}, {'id': 5, 'name': 'ticker_exchange'}]
-    |-remaining_documents = 197,485
-    |-remaining_extractions = 2
-
-Snapshots
----------
+    <'factiva.analytics.AccountInfo'>
+    ├─user_key: <'factiva.analytics.UserKey'>
+    │  ├─key: ****************************1234
+    │  └─cloud_token: **********************YKB12sJrkHXX
+    ├─account_name: AccName1234
+    ├─account_type: account_with_contract_limits
+    ├─active_product: DNA
+    ├─max_allowed_extracted_documents: 8,000,000
+    ├─max_allowed_extractions: 20
+    ├─currently_running_extractions: 0
+    ├─total_extracted_documents: 5,493,078
+    ├─total_extractions: 4
+    ├─total_stream_instances: 0
+    ├─total_stream_subscriptions: 0
+    ├─extractions_list: <NotLoaded>
+    ├─streams_list: <NotLoaded>
+    ├─enabled_company_identifiers:
+    │  ├─[1]: sedol
+    │  ├─[3]: cusip
+    │  ├─[4]: isin
+    │  └─[5]: ticker_exchange
+    ├─remaining_documents: 2,506,922
+    └─remaining_extractions: 16
+
+
+Snapshot Explain
+----------------
+Creates an API request that tests the query and returns the number of matching items in the archive.
+
+.. code-block:: python
+
+    from factiva.analytics import SnapshotExplain
+    my_query = "publication_datetime >= '2023-01-01 00:00:00' AND UPPER(source_code) = 'DJDN'"
+    my_explain = SnapshotExplain(
+        user_key='abcd1234abcd1234abcd1234abcd1234',  # Not needed if the ENV variable FACTIVA_USERKEY is set
+        query=my_query)
+    my_explain.process_job()  # This operation can take several seconds to complete
+    print(my_explain)
+
+.. code-block::
+
+    <'factiva.analytics.SnapshotExplain'>
+    ├─user_key: <'factiva.analytics.UserKey'>
+    │  ├─key: ****************************1234
+    │  └─cloud_token: **********************YKB12sJrkHXX
+    ├─query: <'factiva.analytics.SnapshotExplainQuery'>
+    │  ├─where: publication_datetime >= '2023-01-01 00:00:00' AND UPPER(source_code) = 'DJDN'
+    │  ├─includes: <NotSet>
+    │  ├─excludes: <NotSet>
+    │  ├─include_lists: <NotSet>
+    │  └─exclude_lists: <NotSet>
+    ├─job_response: <'factiva.analytics.SnapshotExplainJobResponse'>
+    │  ├─job_id: 3ee35a80-0406-4f2b-a999-3e4eb5aa94d8
+    │  ├─job_link: https://api.dowjones...8/_explain
+    │  ├─job_state: JOB_STATE_DONE
+    │  ├─volume_estimate: 2,482,057
+    │  └─errors: <NoErrors>
+    └─samples: <NotRetrieved>
+
+
+Snapshot Extraction
+-------------------
 Create a new snapshot and download to a local repository just require a few lines of code.
 
 .. code-block:: python
 
-    from factiva.analytics import Snapshot
-    my_query = "publication_datetime >= '2020-01-01 00:00:00' AND LOWER(language_code) = 'en'"
-    my_snapshot = Snapshot(
+    from factiva.analytics import SnapshotExtraction
+    my_query = "publication_datetime >= '2023-01-01 00:00:00' AND UPPER(source_code) = 'DJDN'"
+    my_snapshot = SnapshotExtraction(
         user_key='abcd1234abcd1234abcd1234abcd1234',  # Can be ommited if exist as env variable
         query=my_query)
-    my_snapshot.process_extract()  # This operation can take several minutes to complete
+    my_snapshot.process_job()  # This operation can take several minutes to complete
 
 After the process completes, the output files are stored in a subfolder named as the Extraction Job ID.
 
 In the previous code a new snapshot is created using my_query as selection criteria and user_key for user authentication. After the job is being validated internally, a Snapshot Id is obtained along with the list of files to download. Files are automatically downloaded to a folder named equal to the snapshot ID, and contents are loaded as a Pandas DataFrame to the variable news_articles. This process may take several minutes, but automates the extraction process significantly.
 
-Streams
--------
-Create a stream instance and get the details to configure the stream client and listen the content as it is delivered.
-
-.. code-block:: python
-
-    from factiva.analytics import Stream
 
-    stream_query = Stream(
-        user_key='abcd1234abcd1234abcd1234abcd1234',   # Can be ommited if exist as env variable
-        user_key_stats=True,
-        query="publication_datetime >= '2021-04-01 00:00:00' AND LOWER(language_code)='en' AND UPPER(source_code) = 'DJDN'",
-        )
-
-    print(stream_query.create())

docs/source/concepts/articlefetch.rst

@@ -0,0 +1,4 @@
+Article Fetch
+=============
+
+ArticleFetch operations tutorial