Identify documentation function based on guides (#4728)

* adding a way of cheking commands present in the documentation * using regex * ruff * adding generation to the sdk * adding mentions only from code blocks * using the new path const * handling export * added argparse * added docstrings * line too long --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>
2026-10-29 21:42:22 +00:00 · 2023-04-11 22:46:27 +01:00
parent 9435fd7480
commit 99854ef4d9
8 changed files with 2103 additions and 8 deletions
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+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.reddit": [
+        "openbb_terminal/SDK_README.md",
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.set_keys": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "stocks.dps.dpotc": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "stocks.load": [
+        "openbb_terminal/SDK_README.md",
+        "website/content/sdk/faqs/data_sources.md",
+        "website/content/sdk/usage/basics/index.md",
+        "website/content/sdk/usage/guides/changing-sources.md",
+        "website/content/sdk/usage/intros/ta.md",
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "stocks.search": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "portfolio.po.hrp": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "portfolio.po.load": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "portfolio.po.maxsharpe": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "portfolio.po.minrisk": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "portfolio.po.plot": [
+        "openbb_terminal/SDK_README.md"
+    ],
+    "economy.events": [
+        "website/content/sdk/usage/basics/index.md",
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "etf.holdings": [
+        "website/content/sdk/usage/basics/index.md",
+        "website/content/sdk/usage/intros/etf.md"
+    ],
+    "stocks.ca.screener": [
+        "website/content/sdk/usage/basics/index.md",
+        "website/content/sdk/usage/intros/etf.md"
+    ],
+    "stocks.candle": [
+        "website/content/sdk/usage/basics/index.md"
+    ],
+    "ta.donchian": [
+        "website/content/sdk/usage/basics/index.md",
+        "website/content/sdk/usage/intros/ta.md"
+    ],
+    "keys.av": [
+        "website/content/sdk/usage/guides/api-keys.md",
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "keys.binance": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.bitquery": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.cmc": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.coinbase": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.coinglass": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.cpanic": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.databento": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.degiro": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.eodhd": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.finnhub": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.fred": [
+        "website/content/sdk/usage/guides/api-keys.md",
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "keys.github": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.glassnode": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.messari": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.news": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.oanda": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.polygon": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.quandl": [
+        "website/content/sdk/usage/guides/api-keys.md",
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "keys.santiment": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.shroom": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.stocksera": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.tokenterminal": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.tradier": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "keys.walert": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "stocks.quote": [
+        "website/content/sdk/usage/guides/api-keys.md"
+    ],
+    "fixedincome.ameribor": [
+        "website/content/sdk/usage/intros/fixedincome.md"
+    ],
+    "fixedincome.ecb": [
+        "website/content/sdk/usage/intros/fixedincome.md"
+    ],
+    "fixedincome.hqm": [
+        "website/content/sdk/usage/intros/fixedincome.md"
+    ],
+    "fixedincome.icebofa": [
+        "website/content/sdk/usage/intros/fixedincome.md"
+    ],
+    "fixedincome.icespread": [
+        "website/content/sdk/usage/intros/fixedincome.md"
+    ],
+    "fixedincome.projection": [
+        "website/content/sdk/usage/intros/fixedincome.md"
+    ],
+    "fixedincome.treasury": [
+        "website/content/sdk/usage/intros/fixedincome.md"
+    ],
+    "econometrics.bgod": [
+        "website/content/sdk/usage/intros/econometrics.md"
+    ],
+    "econometrics.bpag": [
+        "website/content/sdk/usage/intros/econometrics.md"
+    ],
+    "econometrics.load": [
+        "website/content/sdk/usage/intros/econometrics.md"
+    ],
+    "econometrics.norm": [
+        "website/content/sdk/usage/intros/econometrics.md"
+    ],
+    "econometrics.ols": [
+        "website/content/sdk/usage/intros/econometrics.md"
+    ],
+    "econometrics.re": [
+        "website/content/sdk/usage/intros/econometrics.md"
+    ],
+    "econometrics.root": [
+        "website/content/sdk/usage/intros/econometrics.md"
+    ],
+    "futures.curve": [
+        "website/content/sdk/usage/intros/futures.md"
+    ],
+    "futures.historical": [
+        "website/content/sdk/usage/intros/futures.md"
+    ],
+    "futures.search": [
+        "website/content/sdk/usage/intros/futures.md"
+    ],
+    "alt.covid.global_deaths": [
+        "website/content/sdk/usage/intros/alternative.md"
+    ],
+    "alt.covid.slopes": [
+        "website/content/sdk/usage/intros/alternative.md"
+    ],
+    "alt.oss.summary": [
+        "website/content/sdk/usage/intros/alternative.md"
+    ],
+    "alt.oss.top": [
+        "website/content/sdk/usage/intros/alternative.md"
+    ],
+    "etf.disc.mover": [
+        "website/content/sdk/usage/intros/etf.md"
+    ],
+    "etf.etf_by_category": [
+        "website/content/sdk/usage/intros/etf.md"
+    ],
+    "economy.macro": [
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "economy.macro_countries": [
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "economy.macro_parameters": [
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "economy.performance": [
+        "website/content/sdk/usage/intros/economy.md"
+    ],
+    "qa.spread": [
+        "website/content/sdk/usage/intros/quantitative-analysis.md"
+    ],
+    "qa.summary": [
+        "website/content/sdk/usage/intros/quantitative-analysis.md"
+    ],
+    "qa.unitroot": [
+        "website/content/sdk/usage/intros/quantitative-analysis.md"
+    ],
+    "ta.atr": [
+        "website/content/sdk/usage/intros/ta.md",
+        "website/content/sdk/usage/intros/forex.md"
+    ],
+    "ta.obv": [
+        "website/content/sdk/usage/intros/ta.md"
+    ],
+    "ta.rsi": [
+        "website/content/sdk/usage/intros/ta.md"
+    ],
+    "forex.fwd": [
+        "website/content/sdk/usage/intros/forex.md"
+    ],
+    "forex.load": [
+        "website/content/sdk/usage/intros/forex.md"
+    ],
+    "forecast.combine": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "forecast.corr": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "forecast.delete": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "forecast.ema": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "forecast.plot": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "forecast.rename": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "forecast.rsi": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ],
+    "forecast.sto": [
+        "website/content/sdk/usage/intros/forecast.md"
+    ]
+}
--- a/documentation/generate_documentation_commands.py
+++ b/documentation/generate_documentation_commands.py
@@ -0,0 +1,348 @@
+import argparse
+import glob
+import json
+import re
+from collections import defaultdict
+from pathlib import Path
+from typing import Literal
+
+import pandas as pd
+import yaml
+
+from openbb_terminal.core.config.paths import (
+    I18N_DICT_LOCATION,
+    MAP_FORECASTING_PATH,
+    MAP_OPTIMIZATION_PATH,
+    MAP_PATH,
+)
+
+TRAIL_MAPS = [MAP_PATH, MAP_FORECASTING_PATH, MAP_OPTIMIZATION_PATH]
+
+EN_FILE = I18N_DICT_LOCATION / "en.yml"
+
+MD_FILES = ["CONTRIBUTING.md", "README.md", "openbb_terminal/SDK_README.md"]
+MD_FILES.extend(glob.glob("website/content/sdk/faqs/*.md", recursive=True))
+MD_FILES.extend(glob.glob("website/content/terminal/usage/basics/*.md", recursive=True))
+MD_FILES.extend(glob.glob("website/content/terminal/usage/guides/*.md", recursive=True))
+MD_FILES.extend(glob.glob("website/content/terminal/usage/intros/*.md", recursive=True))
+MD_FILES.extend(glob.glob("website/content/sdk/usage/basics/*.md", recursive=True))
+MD_FILES.extend(glob.glob("website/content/sdk/usage/guides/*.md", recursive=True))
+MD_FILES.extend(glob.glob("website/content/sdk/usage/intros/*.md", recursive=True))
+
+EXPORT_FILE_PATH = "documentation/documentation_commands"
+EXPORT_FILE_PATH_SDK = "documentation/documentation_commands_sdk"
+
+
+def read_yaml_file(path: Path) -> dict:
+    """Read a YAML file and return its contents as a dictionary.
+
+    Parameters
+    ----------
+    path : Path
+        The path to the YAML file.
+
+    Returns
+    -------
+    dict
+        A dictionary containing the contents of the YAML file.
+
+    Raises
+    ------
+    yaml.YAMLError
+        If the YAML file could not be read or parsed, this exception is raised.
+    """
+    with open(path) as stream:
+        try:
+            return yaml.safe_load(stream)
+        except yaml.YAMLError as exc:
+            raise exc
+
+
+def get_command_list(en_dict: dict) -> list:
+    """
+    Extract a list of commands from a dictionary.
+    The function looks for keys in the "en" dictionary of `en_dict` that do not start
+    with an underscore ("_").
+    If a key contains a forward slash ("/"), the part of the key after the last slash
+    is considered to be a potential command.
+    If this potential command also starts with an underscore, it is ignored.
+
+    Parameters
+    ----------
+    en_dict : dict
+        A dictionary containing commands as keys.
+        The values of the dictionary are not used.
+
+    Returns
+    -------
+    list
+        A list of commands extracted from the dictionary.
+
+    Examples
+    --------
+    ```
+    en_dict = {
+        "en": {
+            "run_command": "Execute a command.",
+            "run_command/cmd_option": "Execute a command with an option.",
+            "_helper": "A helper command that should be ignored."
+        }
+    }
+    command_list = get_command_list(en_dict)
+    # command_list == ["run_command", "cmd_option"]
+    ```
+    """
+    commands = []
+    for key in en_dict["en"]:
+        if key.startswith("_"):
+            continue
+        if "/" in key:
+            potential_command = key.split("/")[-1]
+            if potential_command.startswith("_"):
+                continue
+            commands.append(potential_command)
+        else:
+            commands.append(key)
+    return commands
+
+
+def get_sdk_command_list(trail_map: Path) -> list:
+    """
+    Extract a list of commands from a CSV file.
+    The function reads the CSV file at the specified path into a pandas DataFrame and
+    extracts the "trail" column as a list of commands.
+
+    Parameters
+    ----------
+    trail_map : Path
+        A path to the CSV file containing the trail map.
+
+    Returns
+    -------
+    list
+        A list of commands extracted from the CSV file.
+    """
+    df = pd.read_csv(trail_map)
+    return df["trail"].tolist()
+
+
+def get_content_from_md_file(file_path: str, code_blocks_only: bool) -> str:
+    """
+    Read a Markdown file and return its content, optionally including only code blocks.
+
+    If `code_blocks_only` is True, the function finds all fenced code blocks
+    (using regular expression),
+    and all backtick code blocks in the Markdown file and concatenates them into a
+    single string.
+    The backtick code blocks can be either inline or multiline.
+    If `code_blocks_only` is False, the function returns the full contents of the
+    Markdown file as a string.
+
+    Parameters
+    ----------
+    file_path : str
+        The path to the Markdown file.
+    code_blocks_only : bool
+        If True, return only the code blocks found in the Markdown file.
+        If False, return the full contents of the Markdown file. By default, False.
+
+    Returns
+    -------
+    str
+        The contents of the Markdown file as a string.
+
+    Examples
+    --------
+    ```
+    file_path = "example.md"
+    full_content = get_content_from_md_file(file_path, False)
+    code_blocks = get_content_from_md_file(file_path, True)
+    ```
+    """
+
+    def get_code_blocks_from_md_file(file_path: str) -> str:
+        code_blocks = ""
+        with open(file_path) as f:
+            md = f.read()
+
+            # find fenced code blocks using regular expression
+            fenced_blocks = re.findall(r"```(?:\w+\n)?([\s\S]*?)```", md)
+
+            # find backtick code blocks using regular expression
+            backtick_blocks = re.findall(r"`{3}[\s\S]*?`{3}|`[^`\n]+`", md)
+
+            code_blocks = fenced_blocks + backtick_blocks
+            code_blocks = "".join(code_blocks).replace("\n", "").replace("`", "")
+        return code_blocks
+
+    if code_blocks_only:
+        return get_code_blocks_from_md_file(file_path)
+
+    with open(file_path) as f:
+        return f.read()
+
+
+def find_commands_in_files(
+    files: list, commands: list, code_blocks_only: bool = True
+) -> dict:
+    """
+    Search for specified commands in the content of Markdown files and return a
+    dictionary of the files where each command was found.
+
+    The function reads the contents of each Markdown file in `files`, and for each
+    `command` in `commands`, searches for occurrences of the command within the file
+    contents.
+    The search is performed using regular expression to match whole words only.
+    If `code_blocks_only` is True, the function searches only within fenced code blocks
+    and backtick code blocks in the Markdown files.
+
+
+    Parameters
+    ----------
+    files : list
+        A list of file paths to the Markdown files to search.
+    commands : list
+        A list of commands to search for.
+    code_blocks_only : bool, optional
+        If True, search only within code blocks in the Markdown files.
+        If False, search within the full contents of the Markdown files.
+        By default, True.
+
+    Returns
+    -------
+    dict
+        A dictionary where each key is a command that was found in one or more files,
+        and the value is a list of file paths where the command was found.
+
+    Examples
+    --------
+    ```
+    files = ["file1.md", "file2.md", "file3.md"]
+    commands = ["command1", "command2", "command3"]
+    results = find_commands_in_files(files, commands)
+    ```
+    """
+    found_commands = defaultdict(list)
+
+    for file_path in files:
+        file_contents = get_content_from_md_file(file_path, code_blocks_only)
+
+        for command in commands:
+            # pattern to match whole words only
+            pattern = rf"\b{re.escape(command)}\b"
+            matches = re.finditer(pattern, file_contents)
+
+            for _ in matches:
+                found_commands.setdefault(command, [])
+                if file_path not in found_commands[command]:
+                    found_commands[command].append(file_path)
+
+    return found_commands
+
+
+def handle_export(
+    extension: Literal["json", "csv"], found_commands: dict, found_commands_sdk: dict
+):
+    """
+    Handle exporting the found commands into a file.
+
+    Parameters
+    ----------
+    extension : Literal["json", "csv"]
+        The extension type of the file to be exported. Can only be "json" or "csv".
+    found_commands : dict
+        The dictionary containing the commands found in the Markdown files and their
+        corresponding file paths.
+    found_commands_sdk : dict
+        The dictionary containing the SDK commands found in the Markdown files and their
+        corresponding file paths.
+    """
+
+    def export_to_json(path: Path, commands: dict):
+        with open(path, "w") as fp:
+            json.dump(commands, fp, indent=4)
+
+    def export_to_csv(path: Path, commands: dict):
+        df = pd.DataFrame.from_dict(commands, orient="index").transpose()
+        df = pd.melt(df)
+        df.rename(columns={"variable": "command", "value": "file"}, inplace=True)
+        df = df[["file", "command"]]
+        df.sort_values(by=["file"], inplace=True)
+        df = df.dropna()
+        df.to_csv(path, index=False)
+
+    if extension == "json":
+        export_to_json(path=f"{EXPORT_FILE_PATH}.{extension}", commands=found_commands)
+        export_to_json(
+            path=f"{EXPORT_FILE_PATH_SDK}.{extension}", commands=found_commands_sdk
+        )
+
+    else:
+        export_to_csv(path=f"{EXPORT_FILE_PATH}.{extension}", commands=found_commands)
+        export_to_csv(
+            path=f"{EXPORT_FILE_PATH_SDK}.{extension}", commands=found_commands_sdk
+        )
+
+
+def generate_documentation_commands(
+    export_extension: Literal["json", "csv"], code_blocks_only: bool
+):
+    """
+    Generate documentation commands based on commands in Markdown files.
+
+    Parameters
+    ----------
+    export_extension : Literal["json", "csv"]
+        The file extension of the export file. Valid values are "json" and "csv".
+    code_blocks_only : bool
+        If True, only code blocks from the Markdown files will be searched for
+        documentation commands.
+        If False, the entire contents of the Markdown files will be searched.
+    """
+    en_file_as_dict = read_yaml_file(path=EN_FILE)
+    cmds = get_command_list(en_dict=en_file_as_dict)
+    cmds_sdk = [
+        cmd for trail_map in TRAIL_MAPS for cmd in get_sdk_command_list(trail_map)
+    ]
+
+    terminal_commands = find_commands_in_files(
+        files=MD_FILES, commands=cmds, code_blocks_only=code_blocks_only
+    )
+    sdk_commands = find_commands_in_files(
+        files=MD_FILES, commands=cmds_sdk, code_blocks_only=code_blocks_only
+    )
+
+    handle_export(
+        extension=export_extension,
+        found_commands=terminal_commands,
+        found_commands_sdk=sdk_commands,
+    )
+
+
+if __name__ == "__main__":
+    parser = argparse.ArgumentParser(
+        formatter_class=argparse.ArgumentDefaultsHelpFormatter,
+        prog="generate_documentation_commands",
+        description="Generate documentation commands based on commands in Markdown files.",
+    )
+    parser.add_argument(
+        "-e",
+        "--export",
+        dest="export_extension",
+        default="csv",
+        choices=["json", "csv"],
+        help="Export the list of commands to a json or csv file",
+    )
+    parser.add_argument(
+        "-c",
+        "--code-blocks-only",
+        dest="code_blocks_only",
+        default=True,
+        action="store_true",
+        help="Search only within code blocks in the Markdown files",
+    )
+    args = parser.parse_args()
+
+    generate_documentation_commands(
+        export_extension=args.export_extension, code_blocks_only=args.code_blocks_only
+    )
--- a/openbb_terminal/core/config/paths.py
+++ b/openbb_terminal/core/config/paths.py
@@ -25,3 +25,8 @@ DATA_SOURCES_DEFAULT_FILE = MISCELLANEOUS_DIRECTORY / "sources" / "openbb_defaul

 # session
 SESSION_FILE_PATH = SETTINGS_DIRECTORY / "session.json"
+
+# sdk trail map paths
+MAP_PATH = PACKAGE_DIRECTORY / "core/sdk" / "trail_map.csv"
+MAP_FORECASTING_PATH = PACKAGE_DIRECTORY / "core/sdk" / "trail_map_forecasting.csv"
+MAP_OPTIMIZATION_PATH = PACKAGE_DIRECTORY / "core/sdk" / "trail_map_optimization.csv"
--- a/openbb_terminal/core/scripts/sdk_audit.py
+++ b/openbb_terminal/core/scripts/sdk_audit.py
@@ -7,6 +7,8 @@ from typing import Callable, List, Tuple

 import pandas as pd

+from openbb_terminal.core.config.paths import MAP_PATH
+
 try:
    import darts  # pylint: disable=W0611 # noqa: F401

@@ -65,7 +67,7 @@ def all_view_models() -> List[Path]:
    return [Path(x) for x in clean_list]


-def get_sdk(file_path: str = "miscellaneous/library/trail_map.csv") -> pd.DataFrame:
+def get_sdk(file_path: Path = MAP_PATH) -> pd.DataFrame:
    """Reads the CSV that generates the sdk and converts it to a dataframe

    Parameters
--- a/openbb_terminal/core/sdk/trailmap.py
+++ b/openbb_terminal/core/sdk/trailmap.py
@@ -6,7 +6,11 @@ from typing import Any, Callable, Dict, ForwardRef, List, Optional
 import pandas as pd

 import openbb_terminal.core.sdk.sdk_init as lib
-from openbb_terminal.core.config.paths import PACKAGE_DIRECTORY
+from openbb_terminal.core.config.paths import (
+    MAP_FORECASTING_PATH,
+    MAP_OPTIMIZATION_PATH,
+    MAP_PATH,
+)
 from openbb_terminal.core.sdk.sdk_helpers import clean_attr_desc
 from openbb_terminal.rich_config import console

@@ -149,12 +153,6 @@ class Trailmap:
 def get_trailmaps(sort: bool = False) -> List[Trailmap]:
    trailmaps = []

-    MAP_PATH = PACKAGE_DIRECTORY / "core/sdk" / "trail_map.csv"
-    MAP_FORECASTING_PATH = PACKAGE_DIRECTORY / "core/sdk" / "trail_map_forecasting.csv"
-    MAP_OPTIMIZATION_PATH = (
-        PACKAGE_DIRECTORY / "core/sdk" / "trail_map_optimization.csv"
-    )
-
    def load_csv(path: Optional[Path] = None) -> Dict[str, Dict[str, str]]:
        path = path or MAP_PATH
        df = pd.read_csv(path, keep_default_na=False)