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<title data-rh="true">Tests - Contributor Guidelines - Development | OpenBB Platform Docs</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.openbb.co/img/banner.png"><meta data-rh="true" name="twitter:image" content="https://docs.openbb.co/img/banner.png"><meta data-rh="true" property="og:url" content="https://docs.openbb.co/platform/developer_guide/tests"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Tests | OpenBB Docs"><meta data-rh="true" name="description" content="This section provides an in-depth look at the Quality Assurance (QA) process in the OpenBB Platform. It covers the use of QA tools for testing extensions, creation of unit and integration tests, and the importance of maintaining a short import time for the package."><meta data-rh="true" property="og:description" content="This section provides an in-depth look at the Quality Assurance (QA) process in the OpenBB Platform. It covers the use of QA tools for testing extensions, creation of unit and integration tests, and the importance of maintaining a short import time for the package."><meta data-rh="true" name="keywords" content="OpenBB QA process,Unit and integration tests,QA tools,Extension testing,Import time optimization"><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.openbb.co/platform/developer_guide/tests"><link data-rh="true" rel="alternate" href="https://docs.openbb.co/platform/developer_guide/tests" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.openbb.co/platform/developer_guide/tests" hreflang="x-default"><link data-rh="true" rel="preconnect" href="https://7D1HQ0IXAS-dsn.algolia.net" crossorigin="anonymous"><link rel="search" type="application/opensearchdescription+xml" title="OpenBB Docs" href="/opensearch.xml">
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<p>We are strong believers in the Quality Assurance (QA) process and we want to make sure that all the extensions that are added to the OpenBB Platform are of high quality.</p>
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<p>To ensure this, we have a set of QA tools that you can use to test your work.</p>
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<p>Primarily, we have tools that semi-automate the creation of unit and integration tests.</p>
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<blockquote>
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<p>The QA tools are still in development and we are constantly improving them.</p>
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</blockquote>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="unit-tests">Unit tests<a href="#unit-tests" class="hash-link" aria-label="Direct link to Unit tests" title="Direct link to Unit tests"></a></h2>
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<details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Details</summary><div><div class="collapsibleContent_i85q"><p>Each <code>Fetcher</code> comes equipped with a <code>test</code> method that will ensure it is implemented correctly, that it is returning the expected data, that all types are correct, and that the data is valid.</p><p>To create unit tests for your Fetchers, you can run the following command:</p><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">python openbb_platform/providers/tests/utils/unit_tests_generator.py</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><blockquote>
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<p>Run this file from the root of the repository, and the <code>tests</code> folder must exist, in order to generate the tests.</p>
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</blockquote><p>The automatic unit test generation will add unit tests for all the fetchers available in a given provider.</p><p>To record the unit tests, you can run the following command:</p><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">pytest <path_to_the_unit_test_file> --record=all</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><div class="theme-admonition theme-admonition-note admonition_xJq3 alert alert--secondary"><div class="admonitionHeading_Gvgb"><span class="admonitionIcon_Rf37"><svg viewBox="0 0 14 16"><path fill-rule="evenodd" d="M6.3 5.69a.942.942 0 0 1-.28-.7c0-.28.09-.52.28-.7.19-.18.42-.28.7-.28.28 0 .52.09.7.28.18.19.28.42.28.7 0 .28-.09.52-.28.7a1 1 0 0 1-.7.3c-.28 0-.52-.11-.7-.3zM8 7.99c-.02-.25-.11-.48-.31-.69-.2-.19-.42-.3-.69-.31H6c-.27.02-.48.13-.69.31-.2.2-.3.44-.31.69h1v3c.02.27.11.5.31.69.2.2.42.31.69.31h1c.27 0 .48-.11.69-.31.2-.19.3-.42.31-.69H8V7.98v.01zM7 2.3c-3.14 0-5.7 2.54-5.7 5.68 0 3.14 2.56 5.7 5.7 5.7s5.7-2.55 5.7-5.7c0-3.15-2.56-5.69-5.7-5.69v.01zM7 .98c3.86 0 7 3.14 7 7s-3.14 7-7 7-7-3.12-7-7 3.14-7 7-7z"></path></svg></span>note</div><div class="admonitionContent_BuS1"><p>Sometimes manual intervention is needed. For example, adjusting out-of-top level imports or adding specific arguments for a given fetcher.</p></div></div></div></div></details>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="integration-tests">Integration tests<a href="#integration-tests" class="hash-link" aria-label="Direct link to Integration tests" title="Direct link to Integration tests"></a></h2>
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<details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Details</summary><div><div class="collapsibleContent_i85q"><p>The integration tests are a bit more complex than the unit tests, as we want to test both the Python interface and the API interface. For this, we have two scripts that will help you generate the integration tests.</p><p>To generate the integration tests for the Python interface, you can run the following command:</p><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">python openbb_platform/extensions/tests/utils/integration_tests_generator.py</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>To generate the integration tests for the API interface, you can run the following command:</p><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">python openbb_platform/extensions/tests/utils/integration_tests_api_generator.py</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>When testing the API interface, you'll need to run the OpenBB Platform locally before running the tests. To do so, you can run the following command:</p><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">uvicorn openbb_core.api.rest_api:app --host 0.0.0.0 --port 8000 --reload</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><p>These automated tests are a great way to reduce the amount of code you need to write, but they are not a replacement for manual testing and might require tweaking. That's why we have unit tests that test the generated integration tests to ensure they cover all providers and parameters.</p><p>To run the tests we can do:</p><ul>
|
||
<li>Unit tests only:</li>
|
||
</ul><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">pytest openbb_platform -m "not integration"</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><ul>
|
||
<li>Integration tests only:</li>
|
||
</ul><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">pytest openbb_platform -m integration</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div><ul>
|
||
<li>Both integration and unit tests:</li>
|
||
</ul><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">pytest openbb_platform</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div></div></div></details>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="import-time">Import time<a href="#import-time" class="hash-link" aria-label="Direct link to Import time" title="Direct link to Import time"></a></h2>
|
||
<details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Details</summary><div><div class="collapsibleContent_i85q"><p>We aim to have a short import time for the package. To measure that we use <code>tuna</code>.</p><ul>
|
||
<li><a href="https://pypi.org/project/tuna/" target="_blank" rel="noopener noreferrer">https://pypi.org/project/tuna/</a></li>
|
||
</ul><p>To visualize the import time breakdown by module and find potential bottlenecks, run the
|
||
following commands from <code>openbb_platform</code> directory:</p><div class="language-bash codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-bash codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token plain">pip install tuna</span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">python -X importtime openbb/__init__.py 2> import.log</span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">tuna import.log</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div></div></div></details>
|
||
<h2 class="anchor anchorWithStickyNavbar_LWe7" id="known-caveats">Known caveats<a href="#known-caveats" class="hash-link" aria-label="Direct link to Known caveats" title="Direct link to Known caveats"></a></h2>
|
||
<details class="details_lb9f alert alert--info details_r1OI" data-collapsed="true"><summary>Details</summary><div><div class="collapsibleContent_i85q"><p>When using the OpenBB QA Framework it is important to be aware of the following caveats:</p><ul>
|
||
<li>
|
||
<p>The tests are semi-automated and might require manual intervention. For example, adjusting out-of-top level imports or changing specific arguments for a given payload.</p>
|
||
</li>
|
||
<li>
|
||
<p>The integration tests are more complex and if your newly added provider integration is already covered by the
|
||
integration tests from previous commands or providers, you will need to manually inject the payload for the new
|
||
provider.</p>
|
||
</li>
|
||
<li>
|
||
<p>In the integration test parametrized payload, the first item is always the set of standard parameters. Every
|
||
consecutive item is a set of parameters for a specific provider with the standard parameters included.</p>
|
||
</li>
|
||
<li>
|
||
<p>The integration tests require you to be explicit, by using all of the standard parameters and provider-specific
|
||
parameters in the payload. If you want to exclude a parameter, you can use <code>None</code> as its value.</p>
|
||
</li>
|
||
<li>
|
||
<p>The integration tests require you to be explicit by specifying the <code>provider</code> parameter in provider-specific
|
||
payloads.</p>
|
||
</li>
|
||
<li>
|
||
<p>When recording unit tests, you might run into issues with the cache that is tied to your specific provider and present
|
||
on your local machine. You will know that this is the case if your tests pass locally, but fail on the CI. To fix this,
|
||
you can delete the cache file from your local machine and re-record the tests.</p>
|
||
<blockquote>
|
||
<p>Note that the cache is likely located here:
|
||
Windows: <code>C:\Users\user\AppData\Local\</code>
|
||
Linux: <code>/home/user/.cache/</code>
|
||
Mac: <code>/Users/user/Library/Caches</code></p>
|
||
</blockquote>
|
||
</li>
|
||
<li>
|
||
<p>Some providers (we are aware only of YFinance so far) do an additional request when used from the US region. As our CI
|
||
is running from the US region, this might cause the tests to fail. A workaround for this is to use a VPN to record the
|
||
tests from a different region.</p>
|
||
</li>
|
||
</ul></div></div></details></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col"><a href="https://github.com/OpenBB-finance/OpenBBTerminal/edit/main/website/content/platform/developer_guide/tests.mdx" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"><span class="theme-last-updated">Last updated<!-- --> on <b><time datetime="2024-06-24T09:26:37.000Z" itemprop="dateModified">Jun 24, 2024</time></b> by <b>montezdesousa</b></span></div></div></footer></article><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages"><a 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