"""Helper functions.""" __docformat__ = "numpy" # pylint: disable=too-many-lines # IMPORTS STANDARD LIBRARY # IMPORTS STANDARD import argparse import inspect import io import json import logging import os import random import re import shutil import sys import urllib.parse import webbrowser from datetime import ( date as d, datetime, timedelta, ) from difflib import SequenceMatcher from functools import lru_cache from pathlib import Path from typing import Dict, List, Optional, Tuple, Union # IMPORTS THIRDPARTY import iso8601 import matplotlib import matplotlib.pyplot as plt import numpy as np import pandas as pd import pandas.io.formats.format import pandas_ta as ta import pytz import requests import yfinance as yf from holidays import US as us_holidays from langchain.chat_models import ChatOpenAI from llama_index import ( LLMPredictor, PromptHelper, ServiceContext, SimpleDirectoryReader, StorageContext, VectorStoreIndex, load_index_from_storage, ) from pandas._config.config import get_option from pandas.plotting import register_matplotlib_converters from PIL import Image, ImageDraw from rich.table import Table from screeninfo import get_monitors from openbb_terminal import OpenBBFigure, plots_backend from openbb_terminal.core.config.paths import ( HOME_DIRECTORY, MISCELLANEOUS_DIRECTORY, ) from openbb_terminal.core.plots.plotly_ta.ta_class import PlotlyTA from openbb_terminal.core.session.current_system import get_current_system # IMPORTS INTERNAL from openbb_terminal.core.session.current_user import get_current_user from openbb_terminal.decorators import check_api_key from openbb_terminal.rich_config import console logger = logging.getLogger(__name__) register_matplotlib_converters() if ( get_current_user().preferences.PLOT_BACKEND is not None and get_current_user().preferences.PLOT_BACKEND != "None" ): matplotlib.use(get_current_user().preferences.PLOT_BACKEND) NO_EXPORT = 0 EXPORT_ONLY_RAW_DATA_ALLOWED = 1 EXPORT_ONLY_FIGURES_ALLOWED = 2 EXPORT_BOTH_RAW_DATA_AND_FIGURES = 3 MENU_GO_BACK = 0 MENU_QUIT = 1 MENU_RESET = 2 GPT_INDEX_DIRECTORY = MISCELLANEOUS_DIRECTORY / "gpt_index/" GPT_INDEX_VER = 0.4 # Command location path to be shown in the figures depending on watermark flag command_location = "" # pylint: disable=R1702,R0912 # pylint: disable=global-statement def set_command_location(cmd_loc: str): """Set command location. Parameters ---------- cmd_loc: str Command location called by user """ if cmd_loc.split("/")[-1] == "hold": return global command_location # noqa command_location = cmd_loc def check_path(path: str) -> str: """Check that path file exists. Parameters ---------- path: str path of file Returns ------- str: Ratio of similarity between two strings """ # Just return empty path because this will be handled outside this function if not path: return "" if path[0] == "~": path = path.replace("~", HOME_DIRECTORY.as_posix()) # Return string of path if such relative path exists if os.path.isfile(path): return path # Return string of path if an absolute path exists if os.path.isfile("/" + path): return f"/{path}" logger.error("The path file '%s' does not exist.", path) console.print(f"[red]The path file '{path}' does not exist.\n[/red]") return "" def parse_and_split_input(an_input: str, custom_filters: List) -> List[str]: """Filter and split the input queue. Uses regex to filters command arguments that have forward slashes so that it doesn't break the execution of the command queue. Currently handles unix paths and sorting settings for screener menus. Parameters ---------- an_input : str User input as string custom_filters : List Additional regular expressions to match Returns ------- List[str] Command queue as list """ # Make sure that the user can go back to the root when doing "/" if an_input and an_input == "/": an_input = "home" # everything from ` -f ` to the next known extension file_flag = r"(\ -f |\ --file )" up_to = r".*?" known_extensions = r"(\.(xlsx|csv|xls|tsv|json|yaml|ini|openbb|ipynb))" unix_path_arg_exp = f"({file_flag}{up_to}{known_extensions})" # Add custom expressions to handle edge cases of individual controllers custom_filter = "" for exp in custom_filters: if exp is not None: custom_filter += f"|{exp}" del exp slash_filter_exp = f"({unix_path_arg_exp}){custom_filter}" filter_input = True placeholders: Dict[str, str] = {} while filter_input: match = re.search(pattern=slash_filter_exp, string=an_input) if match is not None: placeholder = f"{{placeholder{len(placeholders)+1}}}" placeholders[placeholder] = an_input[ match.span()[0] : match.span()[1] # noqa:E203 ] an_input = ( an_input[: match.span()[0]] + placeholder + an_input[match.span()[1] :] # noqa:E203 ) else: filter_input = False commands = an_input.split("/") for command_num, command in enumerate(commands): if command == commands[command_num] == commands[-1] == "": return list(filter(None, commands)) matching_placeholders = [tag for tag in placeholders if tag in command] if len(matching_placeholders) > 0: for tag in matching_placeholders: commands[command_num] = command.replace(tag, placeholders[tag]) return commands def log_and_raise(error: Union[argparse.ArgumentTypeError, ValueError]) -> None: """Log and output an error.""" logger.error(str(error)) raise error def similar(a: str, b: str) -> float: """Return a similarity float between string a and string b. Parameters ---------- a: str string a b: str string b Returns ------- float: Ratio of similarity between two strings """ return SequenceMatcher(None, a, b).ratio() def return_colored_value(value: str): """Return the string value with green, yellow, red or white color based on whether the number is positive, negative, zero or other, respectively. Parameters ---------- value: str string to be checked Returns ------- value: str string with color based on value of number if it exists """ values = re.findall(r"[-+]?(?:\d*\.\d+|\d+)", value) # Finds exactly 1 number in the string if len(values) == 1: if float(values[0]) > 0: return f"[green]{value}[/green]" if float(values[0]) < 0: return f"[red]{value}[/red]" if float(values[0]) == 0: return f"[yellow]{value}[/yellow]" return f"{value}" # pylint: disable=too-many-arguments def print_rich_table( # noqa: PLR0912 df: pd.DataFrame, show_index: bool = False, title: str = "", index_name: str = "", headers: Optional[Union[List[str], pd.Index]] = None, floatfmt: Union[str, List[str]] = ".2f", show_header: bool = True, automatic_coloring: bool = False, columns_to_auto_color: Optional[List[str]] = None, rows_to_auto_color: Optional[List[str]] = None, export: bool = False, print_to_console: bool = False, limit: Optional[int] = 1000, source: Optional[str] = None, columns_keep_types: Optional[List[str]] = None, ): """Prepare a table from df in rich. Parameters ---------- df: pd.DataFrame Dataframe to turn into table show_index: bool Whether to include index title: str Title for table index_name : str Title for index column headers: List[str] Titles for columns floatfmt: Union[str, List[str]] Float number formatting specs as string or list of strings. Defaults to ".2f" show_header: bool Whether to show the header row. automatic_coloring: bool Automatically color a table based on positive and negative values columns_to_auto_color: List[str] Columns to automatically color rows_to_auto_color: List[str] Rows to automatically color export: bool Whether we are exporting the table to a file. If so, we don't want to print it. limit: Optional[int] Limit the number of rows to show. print_to_console: bool Whether to print the table to the console. If False and interactive mode is enabled, the table will be displayed in a new window. Otherwise, it will print to the console. source: Optional[str] Source of the table. If provided, it will be displayed in the header of the table. columns_keep_types: Optional[List[str]] Columns to keep their types, i.e. not convert to numeric """ if export: return current_user = get_current_user() enable_interactive = ( current_user.preferences.USE_INTERACTIVE_DF and plots_backend().isatty ) # Make a copy of the dataframe to avoid SettingWithCopyWarning df = df.copy() show_index = not isinstance(df.index, pd.RangeIndex) and show_index # convert non-str that are not timestamp or int into str # eg) praw.models.reddit.subreddit.Subreddit for col in df.columns: if columns_keep_types is not None and col in columns_keep_types: continue try: if not any( isinstance(df[col].iloc[x], pd.Timestamp) for x in range(min(10, len(df))) ): df[col] = pd.to_numeric(df[col], errors="ignore") except (ValueError, TypeError): df[col] = df[col].astype(str) def _get_headers(_headers: Union[List[str], pd.Index]) -> List[str]: """Check if headers are valid and return them.""" output = _headers if isinstance(_headers, pd.Index): output = list(_headers) if len(output) != len(df.columns): log_and_raise( ValueError("Length of headers does not match length of DataFrame") ) return output if enable_interactive and not print_to_console: df_outgoing = df.copy() # If headers are provided, use them if headers is not None: # We check if headers are valid df_outgoing.columns = _get_headers(headers) if show_index and index_name not in df_outgoing.columns: # If index name is provided, we use it df_outgoing.index.name = index_name or "Index" df_outgoing = df_outgoing.reset_index() for col in df_outgoing.columns: if col == "": df_outgoing = df_outgoing.rename(columns={col: " "}) plots_backend().send_table( df_table=df_outgoing, title=title, source=source, # type: ignore theme=current_user.preferences.TABLE_STYLE, ) return df = df.copy() if not limit else df.copy().iloc[:limit] if automatic_coloring: if columns_to_auto_color: for col in columns_to_auto_color: # checks whether column exists if col in df.columns: df[col] = df[col].apply(lambda x: return_colored_value(str(x))) if rows_to_auto_color: for row in rows_to_auto_color: # checks whether row exists if row in df.index: df.loc[row] = df.loc[row].apply( lambda x: return_colored_value(str(x)) ) if columns_to_auto_color is None and rows_to_auto_color is None: df = df.applymap(lambda x: return_colored_value(str(x))) if current_user.preferences.USE_TABULATE_DF: table = Table(title=title, show_lines=True, show_header=show_header) if show_index: table.add_column(index_name) if headers is not None: headers = _get_headers(headers) for header in headers: table.add_column(str(header)) else: for column in df.columns: table.add_column(str(column)) if isinstance(floatfmt, list) and len(floatfmt) != len(df.columns): log_and_raise( ValueError( "Length of floatfmt list does not match length of DataFrame columns." ) ) if isinstance(floatfmt, str): floatfmt = [floatfmt for _ in range(len(df.columns))] for idx, values in zip(df.index.tolist(), df.values.tolist()): # remove hour/min/sec from timestamp index - Format: YYYY-MM-DD # make better row_idx = [str(idx)] if show_index else [] row_idx += [ str(x) if not isinstance(x, float) and not isinstance(x, np.float64) else ( f"{x:{floatfmt[idx]}}" if isinstance(floatfmt, list) else ( f"{x:.2e}" if 0 < abs(float(x)) <= 0.0001 else f"{x:floatfmt}" ) ) for idx, x in enumerate(values) ] table.add_row(*row_idx) console.print(table) else: console.print(df.to_string(col_space=0)) def check_int_range(mini: int, maxi: int): """Check if argparse argument is an int between 2 values. Parameters ---------- mini: int Min value to compare maxi: int Max value to compare Returns ------- int_range_checker: Function that compares the three integers """ # Define the function with default arguments def int_range_checker(num: int) -> int: """Check if int is between a high and low value. Parameters ---------- num: int Input integer Returns ---------- num: int Input number if conditions are met Raises ------ argparse.ArgumentTypeError Input number not between min and max values """ num = int(num) if num < mini or num > maxi: log_and_raise( argparse.ArgumentTypeError(f"Argument must be in range [{mini},{maxi}]") ) return num # Return function handle to checking function return int_range_checker def check_non_negative(value) -> int: """Argparse type to check non negative int.""" new_value = int(value) if new_value < 0: log_and_raise(argparse.ArgumentTypeError(f"{value} is negative")) return new_value def check_terra_address_format(address: str) -> str: """Validate that terra account address has proper format. Example: ^terra1[a-z0-9]{38}$ Parameters ---------- address: str terra blockchain account address Returns ------- str Terra blockchain address or raise argparse exception """ pattern = re.compile(r"^terra1[a-z0-9]{38}$") if not pattern.match(address): log_and_raise( argparse.ArgumentTypeError( f"Terra address: {address} has invalid format. Valid format: ^terra1[a-z0-9]{{38}}$" ) ) return address def check_non_negative_float(value) -> float: """Argparse type to check non negative int.""" new_value = float(value) if new_value < 0: log_and_raise(argparse.ArgumentTypeError(f"{value} is negative")) return new_value def check_positive_list(value) -> List[int]: """Argparse type to return list of positive ints.""" list_of_nums = value.split(",") list_of_pos = [] for a_value in list_of_nums: new_value = int(a_value) if new_value <= 0: log_and_raise( argparse.ArgumentTypeError(f"{value} is an invalid positive int value") ) list_of_pos.append(new_value) return list_of_pos def check_positive_float_list(value) -> List[float]: """Argparse type to return list of positive floats.""" list_of_nums = value.split(",") list_of_pos = [] for a_value in list_of_nums: new_value = float(a_value) if new_value <= 0: log_and_raise( argparse.ArgumentTypeError(f"{value} is an invalid positive int value") ) list_of_pos.append(new_value) return list_of_pos def check_positive(value) -> int: """Argparse type to check positive int.""" new_value = int(value) if new_value <= 0: log_and_raise( argparse.ArgumentTypeError(f"{value} is an invalid positive int value") ) return new_value def check_indicators(string: str) -> List[str]: """Check if indicators are valid.""" ta_cls = PlotlyTA() choices = sorted( [c.name.replace("plot_", "") for c in ta_cls if c.name != "plot_ma"] + ta_cls.ma_mode ) choices_print = ( f"{'`, `'.join(choices[:10])}`\n `{'`, `'.join(choices[10:20])}" f"`\n `{'`, `'.join(choices[20:])}" ) strings = string.split(",") for s in strings: if s not in choices: raise argparse.ArgumentTypeError( f"\nInvalid choice: {s}, choose from \n `{choices_print}`", ) return strings def check_indicator_parameters(args: str, _help: bool = False) -> str: """Check if indicators parameters are valid.""" ta_cls = PlotlyTA() indicators_dict: dict = {} regex = re.compile(r"([a-zA-Z]+)\[([0-9.,]*)\]") no_params_regex = re.compile(r"([a-zA-Z]+)") matches = regex.findall(args) no_params_matches = no_params_regex.findall(args) indicators = [m[0] for m in matches] for match in no_params_matches: if match not in indicators: matches.append((match, "")) if _help: console.print( """[yellow]To pass custom parameters to indicators:[/] [green]Example: -i macd[12,26,9],rsi[14],sma[20,50] -i macd,rsi,sma (uses default parameters) [yellow]Would pass the following to the indicators:[/] [green]macd=dict(fast=12, slow=26, signal=9) rsi=dict(length=14) sma=dict(length=[20,50]) They must be in the same order as the function parameters.[/]\n""" ) pop_keys = ["close", "high", "low", "open", "open_", "volume", "talib", "return"] if matches: check_indicators(",".join([m[0] for m in matches])) for match in matches: indicator, args = match indicators_dict.setdefault(indicator, {}) if indicator in ["fib", "srlines", "demark", "clenow"]: if _help: console.print( f"[yellow]{indicator}:[/]\n{'':^4}[green]Parameters: None[/]" ) continue fullspec = inspect.getfullargspec(getattr(ta, indicator)) kwargs = list(set(fullspec.args) - set(pop_keys)) kwargs.sort(key=fullspec.args.index) if _help: console.print( f"[yellow]{indicator}:[/]\n{'':^4}[green]Parameters: {', '.join(kwargs)}[/]" ) if indicator in ta_cls.ma_mode: indicators_dict[indicator]["length"] = check_positive_list(args) continue for i, arg in enumerate(args.split(",")): if arg and len(kwargs) > i: indicators_dict[indicator][kwargs[i]] = ( float(arg) if "." in arg else int(arg) ) return json.dumps(indicators_dict) if not matches: raise argparse.ArgumentTypeError( f"Invalid indicator arguments: {args}. \n Example: -i macd[12,26,9],rsi[14]" ) return args def check_positive_float(value) -> float: """Argparse type to check positive float.""" new_value = float(value) if new_value <= 0: log_and_raise( argparse.ArgumentTypeError(f"{value} is not a positive float value") ) return new_value def check_percentage_range(num) -> float: """Check if float is between 0 and 100. If so, return it. Parameters ---------- num: float Input float Returns ------- num: float Input number if conditions are met Raises ------ argparse.ArgumentTypeError Input number not between min and max values """ num = float(num) maxi = 100.0 mini = 0.0 if num <= mini or num >= maxi: log_and_raise(argparse.ArgumentTypeError("Value must be between 0 and 100")) return num def check_proportion_range(num) -> float: """Check if float is between 0 and 1. If so, return it. Parameters ---------- num: float Input float Returns ------- num: float Input number if conditions are met Raises ---------- argparse.ArgumentTypeError Input number not between min and max values """ num = float(num) maxi = 1.0 mini = 0.0 if num < mini or num > maxi: log_and_raise(argparse.ArgumentTypeError("Value must be between 0 and 1")) return num def valid_date_in_past(s: str) -> datetime: """Argparse type to check date is in valid format.""" try: delta = datetime.now() - datetime.strptime(s, "%Y-%m-%d") if delta.days < 1: log_and_raise( argparse.ArgumentTypeError( f"Not a valid date: {s}. Must be earlier than today" ) ) return datetime.strptime(s, "%Y-%m-%d") except ValueError as value_error: logging.exception(str(value_error)) raise argparse.ArgumentTypeError(f"Not a valid date: {s}") from value_error def check_list_dates(str_dates: str) -> List[datetime]: """Argparse type to check list of dates provided have a valid format. Parameters ---------- str_dates: str string with dates separated by "," Returns ------- list_dates: List[datetime] List of valid dates """ list_dates = list() if str_dates: if "," in str_dates: for dt_marker in str_dates.split(","): list_dates.append(valid_date(dt_marker)) else: list_dates.append(valid_date(str_dates)) return list_dates def valid_date(s: str) -> datetime: """Argparse type to check date is in valid format.""" try: return datetime.strptime(s, "%Y-%m-%d") except ValueError as value_error: logging.exception(str(value_error)) raise argparse.ArgumentTypeError(f"Not a valid date: {s}") from value_error def is_valid_date(s: str) -> bool: """Check if date is in valid format.""" try: datetime.strptime(s, "%Y-%m-%d") return True except ValueError: return False def valid_repo(repo: str) -> str: """Argparse type to check github repo is in valid format.""" result = re.search(r"^[a-zA-Z0-9-_.]+\/[a-zA-Z0-9-_.]+$", repo) # noqa: W605 if not result: log_and_raise( argparse.ArgumentTypeError( f"{repo} is not a valid repo. Valid repo: org/repo" ) ) return repo def valid_hour(hr: str) -> int: """Argparse type to check hour is valid with 24-hour notation.""" new_hr = int(hr) if (new_hr < 0) or (new_hr > 24): log_and_raise( argparse.ArgumentTypeError(f"{hr} doesn't follow 24-hour notion.") ) return new_hr def lower_str(string: str) -> str: """Convert string to lowercase.""" return string.lower() def us_market_holidays(years) -> list: """Get US market holidays.""" if isinstance(years, int): years = [ years, ] # https://www.nyse.com/markets/hours-calendars market_holidays = [ "Martin Luther King Jr. Day", "Washington's Birthday", "Memorial Day", "Independence Day", "Labor Day", "Thanksgiving", "Christmas Day", ] # http://www.maa.clell.de/StarDate/publ_holidays.html good_fridays = { 2010: "2010-04-02", 2011: "2011-04-22", 2012: "2012-04-06", 2013: "2013-03-29", 2014: "2014-04-18", 2015: "2015-04-03", 2016: "2016-03-25", 2017: "2017-04-14", 2018: "2018-03-30", 2019: "2019-04-19", 2020: "2020-04-10", 2021: "2021-04-02", 2022: "2022-04-15", 2023: "2023-04-07", 2024: "2024-03-29", 2025: "2025-04-18", 2026: "2026-04-03", 2027: "2027-03-26", 2028: "2028-04-14", 2029: "2029-03-30", 2030: "2030-04-19", } market_and_observed_holidays = market_holidays + [ holiday + " (Observed)" for holiday in market_holidays ] all_holidays = us_holidays(years=years) valid_holidays = [ date for date in list(all_holidays) if all_holidays[date] in market_and_observed_holidays ] for year in years: new_Year = datetime.strptime(f"{year}-01-01", "%Y-%m-%d") if new_Year.weekday() != 5: # ignore saturday valid_holidays.append(new_Year.date()) if new_Year.weekday() == 6: # add monday for Sunday valid_holidays.append(new_Year.date() + timedelta(1)) for year in years: valid_holidays.append(datetime.strptime(good_fridays[year], "%Y-%m-%d").date()) return valid_holidays def lambda_long_number_format(num, round_decimal=3) -> Union[str, int, float]: """Format a long number.""" if get_current_user().preferences.USE_INTERACTIVE_DF: return num if num == float("inf"): return "inf" if isinstance(num, float): magnitude = 0 while abs(num) >= 1000: magnitude += 1 num /= 1000.0 string_fmt = f".{round_decimal}f" num_str = int(num) if num.is_integer() else f"{num:{string_fmt}}" return f"{num_str} {' KMBTP'[magnitude]}".strip() if isinstance(num, int): num = str(num) if ( isinstance(num, str) and num.lstrip("-").isdigit() and not num.lstrip("-").startswith("0") and not is_valid_date(num) ): num = int(num) num /= 1.0 magnitude = 0 while abs(num) >= 1000: magnitude += 1 num /= 1000.0 string_fmt = f".{round_decimal}f" num_str = int(num) if num.is_integer() else f"{num:{string_fmt}}" return f"{num_str} {' KMBTP'[magnitude]}".strip() return num def revert_lambda_long_number_format(num_str: str) -> Union[float, str]: """ Revert the formatting of a long number if the input is a formatted number, otherwise return the input as is. Parameters ---------- num_str : str The number to remove the formatting. Returns ------- Union[float, str] The number as float (with no formatting) or the input as is. """ magnitude_dict = { "K": 1000, "M": 1000000, "B": 1000000000, "T": 1000000000000, "P": 1000000000000000, } # Ensure the input is a string and not empty if not num_str or not isinstance(num_str, str): return num_str num_as_list = num_str.strip().split() # If the input string is a number parse it as float if ( len(num_as_list) == 1 and num_as_list[0].replace(".", "").replace("-", "").isdigit() and not is_valid_date(num_str) ): return float(num_str) # If the input string is a formatted number with magnitude if ( len(num_as_list) == 2 and num_as_list[1] in magnitude_dict and num_as_list[0].replace(".", "").replace("-", "").isdigit() ): num, unit = num_as_list magnitude = magnitude_dict.get(unit) if magnitude: return float(num) * magnitude # Return the input string as is if it's not a formatted number return num_str def lambda_long_number_format_y_axis(df, y_column, ax): """Format long number that goes onto Y axis.""" max_values = df[y_column].values.max() magnitude = 0 while abs(max_values) >= 1000: magnitude += 1 max_values /= 1000.0 magnitude_sym = " KMBTP"[magnitude] # Second y label axis - if magnitude_sym == " ": ax[2].set_ylabel(f"{y_column}") else: ax[2].set_ylabel(f"{y_column} [{magnitude_sym}]") divider_map = {" ": 1, "K": 1000, "M": 1000000, "B": 1000000000} divider = divider_map[magnitude_sym] ax[2].get_yaxis().set_major_formatter( matplotlib.ticker.FuncFormatter(lambda x, _: int(x / divider)) ) def lambda_clean_data_values_to_float(val: str) -> float: """Clean data to float based on string ending.""" # Remove any leading or trailing parentheses and spaces val = val.strip("( )") if val == "-": val = "0" # Convert percentage to decimal if val.endswith("%"): return float(val[:-1]) / 100.0 if val.endswith("B"): return float(val[:-1]) * 1_000_000_000 if val.endswith("M"): return float(val[:-1]) * 1_000_000 if val.endswith("K"): return float(val[:-1]) * 1000 return float(val) def lambda_int_or_round_float(x) -> str: """Format int or round float.""" # If the data is inf, -inf, or NaN then simply return '~' because it is either too # large, too small, or we do not have data to display for it if x in (np.inf, -np.inf, np.nan): return " " + "~" if (x - int(x) < -sys.float_info.epsilon) or (x - int(x) > sys.float_info.epsilon): return " " + str(round(x, 2)) return " " + str(int(x)) def divide_chunks(data, n): """Split into chunks.""" # looping till length of data for i in range(0, len(data), n): yield data[i : i + n] # noqa: E203 def get_next_stock_market_days(last_stock_day, n_next_days) -> list: """Get the next stock market day. Checks against weekends and holidays. """ n_days = 0 l_pred_days = [] years: list = [] holidays: list = [] if isinstance(last_stock_day, datetime): while n_days < n_next_days: last_stock_day += timedelta(hours=24) year = last_stock_day.date().year if year not in years: years.append(year) holidays += us_market_holidays(year) # Check if it is a weekend if last_stock_day.date().weekday() > 4: continue # Check if it is a holiday if last_stock_day.strftime("%Y-%m-%d") in holidays: continue # Otherwise stock market is open n_days += 1 l_pred_days.append(last_stock_day) else: while n_days < n_next_days: l_pred_days.append(last_stock_day + 1 + n_days) n_days += 1 return l_pred_days def is_intraday(df: pd.DataFrame) -> bool: """Check if the data granularity is intraday. Parameters ---------- df : pd.DataFrame Price data Returns ------- bool True if data is intraday """ granularity = df.index[1] - df.index[0] intraday = not granularity >= timedelta(days=1) return intraday def reindex_dates(df: pd.DataFrame) -> pd.DataFrame: """Reindex dataframe to exclude non-trading days. Resets the index of a df to an integer and prepares the 'date' column to become x tick labels on a plot. Parameters ---------- df : pd.DataFrame Source dataframe Returns ------- pd.DataFrame Reindexed dataframe """ date_format = "%b %d %H:%M" if is_intraday(df) else "%Y-%m-%d" reindexed_df = df.reset_index() reindexed_df["date"] = reindexed_df["date"].dt.strftime(date_format) return reindexed_df def get_data(tweet): """Get twitter data from API request.""" if "+" in tweet["created_at"]: s_datetime = tweet["created_at"].split(" +")[0] else: s_datetime = iso8601.parse_date(tweet["created_at"]).strftime( "%Y-%m-%d %H:%M:%S" ) s_text = tweet["full_text"] if "full_text" in tweet else tweet["text"] return {"created_at": s_datetime, "text": s_text} def clean_tweet(tweet: str, symbol: str) -> str: """Clean tweets to be fed to sentiment model.""" whitespace = re.compile(r"\s+") web_address = re.compile(r"(?i)http(s):\/\/[a-z0-9.~_\-\/]+") ticker = re.compile(rf"(?i)@{symbol}(?=\b)") user = re.compile(r"(?i)@[a-z0-9_]+") tweet = whitespace.sub(" ", tweet) tweet = web_address.sub("", tweet) tweet = ticker.sub(symbol, tweet) tweet = user.sub("", tweet) return tweet def get_user_agent() -> str: """Get a not very random user agent.""" user_agent_strings = [ "Mozilla/5.0 (Macintosh; U; Intel Mac OS X 10.10; rv:86.1) Gecko/20100101 Firefox/86.1", "Mozilla/5.0 (Windows NT 6.1; WOW64; rv:86.1) Gecko/20100101 Firefox/86.1", "Mozilla/5.0 (Macintosh; Intel Mac OS X 10.10; rv:82.1) Gecko/20100101 Firefox/82.1", "Mozilla/5.0 (Macintosh; Intel Mac OS X 10.13; rv:86.0) Gecko/20100101 Firefox/86.0", "Mozilla/5.0 (Windows NT 10.0; WOW64; rv:86.0) Gecko/20100101 Firefox/86.0", "Mozilla/5.0 (Macintosh; U; Intel Mac OS X 10.10; rv:83.0) Gecko/20100101 Firefox/83.0", "Mozilla/5.0 (Windows NT 6.1; WOW64; rv:84.0) Gecko/20100101 Firefox/84.0", ] return random.choice(user_agent_strings) # nosec # noqa: S311 def text_adjustment_init(self): """Adjust text monkey patch for Pandas.""" self.ansi_regx = re.compile(r"\x1B[@-_][0-?]*[ -/]*[@-~]") self.encoding = get_option("display.encoding") def text_adjustment_len(self, text): """Get the length of the text adjustment.""" # return compat.strlen(self.ansi_regx.sub("", text), encoding=self.encoding) return len(self.ansi_regx.sub("", text)) def text_adjustment_justify(self, texts, max_len, mode="right"): """Apply 'Justify' text alignment.""" justify = ( str.ljust if (mode == "left") else str.rjust if (mode == "right") else str.center ) out = [] for s in texts: escapes = self.ansi_regx.findall(s) if len(escapes) == 2: out.append( escapes[0].strip() + justify(self.ansi_regx.sub("", s), max_len) + escapes[1].strip() ) else: out.append(justify(s, max_len)) return out # pylint: disable=unused-argument def text_adjustment_join_unicode(self, lines, sep=""): """Join Unicode.""" try: return sep.join(lines) except UnicodeDecodeError: # sep = compat.text_type(sep) return sep.join([x.decode("utf-8") if isinstance(x, str) else x for x in lines]) # pylint: disable=unused-argument def text_adjustment_adjoin(self, space, *lists, **kwargs): """Join text.""" # Add space for all but the last column: pads = ([space] * (len(lists) - 1)) + [0] max_col_len = max(len(col) for col in lists) new_cols = [] for col, pad in zip(lists, pads): width = max(self.len(s) for s in col) + pad c = self.justify(col, width, mode="left") # Add blank cells to end of col if needed for different col lens: if len(col) < max_col_len: c.extend([" " * width] * (max_col_len - len(col))) new_cols.append(c) rows = [self.join_unicode(row_tup) for row_tup in zip(*new_cols)] return self.join_unicode(rows, sep="\n") # https://github.com/pandas-dev/pandas/issues/18066#issuecomment-522192922 def patch_pandas_text_adjustment(): """Set pandas text adjustment settings.""" pandas.io.formats.format.TextAdjustment.__init__ = text_adjustment_init pandas.io.formats.format.TextAdjustment.len = text_adjustment_len pandas.io.formats.format.TextAdjustment.justify = text_adjustment_justify pandas.io.formats.format.TextAdjustment.join_unicode = text_adjustment_join_unicode pandas.io.formats.format.TextAdjustment.adjoin = text_adjustment_adjoin def lambda_financials_colored_values(val: str) -> str: """Add a color to a value.""" # We don't want to do the color stuff in interactive mode if get_current_user().preferences.USE_INTERACTIVE_DF: return val if val == "N/A" or str(val) == "nan": val = "[yellow]N/A[/yellow]" elif sum(c.isalpha() for c in val) < 2: if "%" in val and "-" in val or "%" not in val and "(" in val: val = f"[red]{val}[/red]" elif "%" in val: val = f"[green]{val}[/green]" return val def check_ohlc(type_ohlc: str) -> str: """Check that data is in ohlc.""" if bool(re.match("^[ohlca]+$", type_ohlc)): return type_ohlc raise argparse.ArgumentTypeError("The type specified is not recognized") def lett_to_num(word: str) -> str: """Match ohlca to integers.""" replacements = [("o", "1"), ("h", "2"), ("l", "3"), ("c", "4"), ("a", "5")] for a, b in replacements: word = word.replace(a, b) return word AVAILABLE_FLAIRS = { ":openbb": "(🦋)", ":bug": "(🐛)", ":rocket": "(🚀)", ":diamond": "(💎)", ":stars": "(✨)", ":baseball": "(⚾)", ":boat": "(⛵)", ":phone": "(☎)", ":mercury": "(☿)", ":hidden": "", ":sun": "(☼)", ":moon": "(☾)", ":nuke": "(☢)", ":hazard": "(☣)", ":tunder": "(☈)", ":king": "(♔)", ":queen": "(♕)", ":knight": "(♘)", ":recycle": "(♻)", ":scales": "(⚖)", ":ball": "(⚽)", ":golf": "(⛳)", ":piece": "(☮)", ":yy": "(☯)", } def get_flair() -> str: """Get a flair icon.""" current_user = get_current_user() # pylint: disable=redefined-outer-name current_flair = str(current_user.preferences.FLAIR) flair = AVAILABLE_FLAIRS.get(current_flair, current_flair) if ( current_user.preferences.USE_DATETIME and get_user_timezone_or_invalid() != "INVALID" ): dtime = datetime.now(pytz.timezone(get_user_timezone())).strftime( "%Y %b %d, %H:%M" ) # if there is no flair, don't add an extra space after the time if flair == "": return f"{dtime}" return f"{dtime} {flair}" return flair def is_timezone_valid(user_tz: str) -> bool: """Check whether user timezone is valid. Parameters ---------- user_tz: str Timezone to check for validity Returns ------- bool True if timezone provided is valid """ return user_tz in pytz.all_timezones def get_user_timezone() -> str: """Get user timezone if it is a valid one. Returns ------- str user timezone based on .env file """ return get_current_user().preferences.TIMEZONE def get_user_timezone_or_invalid() -> str: """Get user timezone if it is a valid one. Returns ------- str user timezone based on timezone.openbb file or INVALID """ user_tz = get_user_timezone() if is_timezone_valid(user_tz): return f"{user_tz}" return "INVALID" def str_to_bool(value) -> bool: """Match a string to a boolean value.""" if isinstance(value, bool): return value if value.lower() in {"false", "f", "0", "no", "n"}: return False if value.lower() in {"true", "t", "1", "yes", "y"}: return True raise ValueError(f"{value} is not a valid boolean value") def get_screeninfo(): """Get screeninfo.""" try: screens = get_monitors() # Get all available monitors except Exception: return None if screens: current_user = get_current_user() if ( len(screens) - 1 < current_user.preferences.MONITOR ): # Check to see if chosen monitor is detected monitor = 0 console.print( f"Could not locate monitor {current_user.preferences.MONITOR}, using primary monitor." ) else: monitor = current_user.preferences.MONITOR main_screen = screens[monitor] # Choose what monitor to get return (main_screen.width, main_screen.height) return None def plot_autoscale(): """Autoscale plot.""" current_user = get_current_user() screen_info = get_screeninfo() if current_user.preferences.USE_PLOT_AUTOSCALING and screen_info: x, y = screen_info # Get screen size # account for ultrawide monitors if x / y > 1.5: x = x * 0.4 x = ((x) * current_user.preferences.PLOT_WIDTH_PERCENTAGE * 10**-2) / ( current_user.preferences.PLOT_DPI ) # Calculate width if current_user.preferences.PLOT_HEIGHT_PERCENTAGE == 100: # If full height y = y - 60 # Remove the height of window toolbar y = ((y) * current_user.preferences.PLOT_HEIGHT_PERCENTAGE * 10**-2) / ( current_user.preferences.PLOT_DPI ) else: # If not autoscale, use size defined in config_plot.py x = current_user.preferences.PLOT_WIDTH / (current_user.preferences.PLOT_DPI) y = current_user.preferences.PLOT_HEIGHT / (current_user.preferences.PLOT_DPI) return x, y def get_last_time_market_was_open(dt): """Get last time the US market was open.""" # Check if it is a weekend if dt.date().weekday() > 4: dt = get_last_time_market_was_open(dt - timedelta(hours=24)) # Check if it is a holiday if dt.strftime("%Y-%m-%d") in us_holidays(): dt = get_last_time_market_was_open(dt - timedelta(hours=24)) dt = dt.replace(hour=21, minute=0, second=0) return dt def check_file_type_saved(valid_types: Optional[List[str]] = None): """Provide valid types for the user to be able to select. Parameters ---------- valid_types: List[str] List of valid types to export data Returns ------- check_filenames: Optional[List[str]] Function that returns list of filenames to export data """ def check_filenames(filenames: str = "") -> str: """Check if filenames are valid. Parameters ---------- filenames: str filenames to be saved separated with comma Returns ---------- str valid filenames separated with comma """ if not filenames or not valid_types: return "" valid_filenames = list() for filename in filenames.split(","): if filename.endswith(tuple(valid_types)): valid_filenames.append(filename) else: console.print( f"[red]Filename '{filename}' provided is not valid!\nPlease use one of the following file types:" f"{','.join(valid_types)}[/red]\n" ) return ",".join(valid_filenames) return check_filenames def compose_export_path(func_name: str, dir_path: str) -> Path: """Compose export path for data from the terminal. Creates a path to a folder and a filename based on conditions. Parameters ---------- func_name : str Name of the command that invokes this function dir_path : str Path of directory from where this function is called Returns ------- Path Path variable containing the path of the exported file """ now = datetime.now() # Resolving all symlinks and also normalizing path. resolve_path = Path(dir_path).resolve() # Getting the directory names from the path. Instead of using split/replace (Windows doesn't like that) # check if this is done in a main context to avoid saving with openbb_terminal if resolve_path.parts[-2] == "openbb_terminal": path_cmd = f"{resolve_path.parts[-1]}" else: path_cmd = f"{resolve_path.parts[-2]}_{resolve_path.parts[-1]}" default_filename = f"{now.strftime('%Y%m%d_%H%M%S')}_{path_cmd}_{func_name}" full_path = get_current_user().preferences.USER_EXPORTS_DIRECTORY / default_filename return full_path def ask_file_overwrite(file_path: Path) -> Tuple[bool, bool]: """Helper to provide a prompt for overwriting existing files. Returns two values, the first is a boolean indicating if the file exists and the second is a boolean indicating if the user wants to overwrite the file. """ # Jeroen asked for a flag to overwrite no matter what current_user = get_current_user() if current_user.preferences.FILE_OVERWRITE: return False, True if get_current_system().TEST_MODE: return False, True if file_path.exists(): overwrite = input("\nFile already exists. Overwrite? [y/n]: ").lower() if overwrite == "y": file_path.unlink(missing_ok=True) # File exists and user wants to overwrite return True, True # File exists and user does not want to overwrite return True, False # File does not exist return False, True def save_to_excel(df, saved_path, sheet_name, start_row=0, index=True, header=True): """Saves a Pandas DataFrame to an Excel file. Args: df: A Pandas DataFrame. saved_path: The path to the Excel file to save to. sheet_name: The name of the sheet to save the DataFrame to. start_row: The row number to start writing the DataFrame at. index: Whether to write the DataFrame index to the Excel file. header: Whether to write the DataFrame header to the Excel file. """ overwrite_options = { "o": "replace", "a": "overlay", "n": "new", } if not saved_path.exists(): with pd.ExcelWriter(saved_path, engine="openpyxl") as writer: df.to_excel(writer, sheet_name=sheet_name, index=index, header=header) else: with pd.ExcelFile(saved_path) as reader: overwrite_option = "n" if sheet_name in reader.sheet_names: overwrite_option = input( "\nSheet already exists. Overwrite/Append/New? [o/a/n]: " ).lower() start_row = 0 if overwrite_option == "a": existing_df = pd.read_excel(saved_path, sheet_name=sheet_name) start_row = existing_df.shape[0] + 1 with pd.ExcelWriter( saved_path, mode="a", if_sheet_exists=overwrite_options[overwrite_option], engine="openpyxl", ) as writer: df.to_excel( writer, sheet_name=sheet_name, startrow=start_row, index=index, header=False if overwrite_option == "a" else header, ) # This is a false positive on pylint and being tracked in pylint #3060 # pylint: disable=abstract-class-instantiated def export_data( export_type: str, dir_path: str, func_name: str, df: pd.DataFrame = pd.DataFrame(), sheet_name: Optional[str] = None, figure: Optional[OpenBBFigure] = None, margin: bool = True, ) -> None: """Export data to a file. Parameters ---------- export_type : str Type of export between: csv,json,xlsx,xls dir_path : str Path of directory from where this function is called func_name : str Name of the command that invokes this function df : pd.Dataframe Dataframe of data to save sheet_name : str If provided. The name of the sheet to save in excel file figure : Optional[OpenBBFigure] Figure object to save as image file margin : bool Automatically adjust subplot parameters to give specified padding. """ if export_type: saved_path = compose_export_path(func_name, dir_path).resolve() saved_path.parent.mkdir(parents=True, exist_ok=True) for exp_type in export_type.split(","): # In this scenario the path was provided, e.g. --export pt.csv, pt.jpg if "." in exp_type: saved_path = saved_path.with_name(exp_type) # In this scenario we use the default filename else: if ".OpenBB_openbb_terminal" in saved_path.name: saved_path = saved_path.with_name( saved_path.name.replace( ".OpenBB_openbb_terminal", "OpenBBTerminal" ) ) saved_path = saved_path.with_suffix(f".{exp_type}") exists, overwrite = False, False is_xlsx = exp_type.endswith("xlsx") if sheet_name is None and is_xlsx or not is_xlsx: exists, overwrite = ask_file_overwrite(saved_path) if exists and not overwrite: existing = len(list(saved_path.parent.glob(saved_path.stem + "*"))) saved_path = saved_path.with_stem(f"{saved_path.stem}_{existing + 1}") df = df.replace( { r"\[yellow\]": "", r"\[/yellow\]": "", r"\[green\]": "", r"\[/green\]": "", r"\[red\]": "", r"\[/red\]": "", r"\[magenta\]": "", r"\[/magenta\]": "", }, regex=True, ) df = df.applymap(revert_lambda_long_number_format) if exp_type.endswith("csv"): df.to_csv(saved_path) elif exp_type.endswith("json"): df.reset_index(drop=True, inplace=True) df.to_json(saved_path) elif exp_type.endswith("xlsx"): # since xlsx does not support datetimes with timezones we need to remove it df = remove_timezone_from_dataframe(df) if sheet_name is None: # noqa: SIM223 df.to_excel( saved_path, index=True, header=True, ) else: save_to_excel(df, saved_path, sheet_name) elif saved_path.suffix in [".jpg", ".pdf", ".png", ".svg"]: if figure is None: console.print("No plot to export.") continue figure.show(export_image=saved_path, margin=margin) else: console.print("Wrong export file specified.") continue console.print(f"Saved file: {saved_path}") if figure is not None: figure._exported = True # pylint: disable=protected-access def get_rf() -> float: """Use the fiscaldata.gov API to get most recent T-Bill rate. Returns ------- rate : float The current US T-Bill rate """ try: base = "https://api.fiscaldata.treasury.gov/services/api/fiscal_service" end = "/v2/accounting/od/avg_interest_rates" filters = "?filter=security_desc:eq:Treasury Bills&sort=-record_date" response = request(base + end + filters) latest = response.json()["data"][0] return round(float(latest["avg_interest_rate_amt"]) / 100, 8) except Exception: return 0.02 def system_clear(): """Clear screen.""" os.system("cls||clear") # nosec # noqa: S605,S607 def excel_columns() -> List[str]: """Return potential columns for excel. Returns ------- letters : List[str] Letters to be used as excel columns """ letters = ["A", "B", "C", "D", "E", "F", "G", "H", "I", "J", "K", "L", "M"] letters += ["N", "O", "P", "Q", "R", "S", "T", "U", "V", "W", "X", "Y", "Z"] opts = ( [f"{x}" for x in letters] + [f"{x}{y}" for x in letters for y in letters] + [f"{x}{y}{z}" for x in letters for y in letters for z in letters] ) return opts def handle_error_code(requests_obj, error_code_map): """Handle error code of HTTP requests. Parameters ---------- requests_obj: Object Request object error_code_map: Dict Dictionary mapping of HTTP error code and output message """ for error_code, error_msg in error_code_map.items(): if requests_obj.status_code == error_code: console.print(error_msg) def prefill_form(ticket_type, menu, path, command, message): """Pre-fill Google Form and open it in the browser.""" form_url = "https://my.openbb.co/app/terminal/support?" params = { "type": ticket_type, "menu": menu, "path": path, "command": command, "message": message, } url_params = urllib.parse.urlencode(params) webbrowser.open(form_url + url_params) def get_closing_price(ticker, days): """Get historical close price for n days in past for market asset. Parameters ---------- ticker : str Ticker to get data for days : datetime No. of days in past Returns ------- data : pd.DataFrame Historic close prices for ticker for given days """ tick = yf.Ticker(ticker) df = tick.history( start=d.today() - timedelta(days=days), interval="1d", )["Close"] df = df.to_frame().reset_index() df = df.rename(columns={0: "Close"}) df.index.name = "index" return df def camel_case_split(string: str) -> str: """Convert a camel-case string to separate words. Parameters ---------- string : str The string to be converted Returns ------- new_string: str The formatted string """ words = [[string[0]]] for c in string[1:]: if words[-1][-1].islower() and c.isupper(): words.append(list(c)) else: words[-1].append(c) results = ["".join(word) for word in words] return " ".join(results).title() def is_valid_axes_count( axes: List[plt.Axes], n: int, custom_text: Optional[str] = None, prefix_text: Optional[str] = None, suffix_text: Optional[str] = None, ): """Check if axes list length is equal to n and log text if check result is false. Parameters ---------- axes: List[plt.Axes] External axes (2 axes are expected in the list) n: int number of expected axes custom_text: Optional[str] = None custom text to log prefix_text: Optional[str] = None prefix text to add before text to log suffix_text: Optional[str] = None suffix text to add after text to log """ if len(axes) == n: return True print_text = ( custom_text if custom_text else f"Expected list of {n} axis item{'s' if n > 1 else ''}." ) if prefix_text: print_text = f"{prefix_text} {print_text}" if suffix_text: print_text = f"{suffix_text} {print_text}" logger.error(print_text) console.print(f"[red]{print_text}\n[/red]") return False def support_message(s: str) -> str: """Argparse type to check string is in valid format for the support command.""" return s.replace('"', "") def check_list_values(valid_values: List[str]): """Get valid values to test arguments given by user. Parameters ---------- valid_values: List[str] List of valid values to be checked Returns ------- check_list_values_from_valid_values_list: Function that ensures that the valid values go through and notifies user when value is not valid. """ # Define the function with default arguments def check_list_values_from_valid_values_list(given_values: str) -> List[str]: """Check if argparse argument is an str format. Ensure that value1,value2,value3 and that the values value1, value2 and value3 are valid. Parameters ---------- given_values: str values provided by the user Raises ------ argparse.ArgumentTypeError Input number not between min and max values """ success_values = list() values_found = ( [val.strip() for val in given_values.split(",")] if "," in given_values else [given_values] ) for value in values_found: # check if the value is valid if value in valid_values: success_values.append(value) else: console.print(f"[red]'{value}' is not valid.[/red]") if not success_values: log_and_raise( argparse.ArgumentTypeError("No correct arguments have been found") ) return success_values # Return function handle to checking function return check_list_values_from_valid_values_list def search_wikipedia(expression: str) -> None: """Search wikipedia for a given expression. Parameters ---------- expression: str Expression to search for """ url = f"https://en.wikipedia.org/api/rest_v1/page/summary/{expression}" response = requests.request("GET", url, headers={}, data={}) if response.status_code == 200: response_json = json.loads(response.text) res = { "title": response_json["title"], "url": f"{response_json['content_urls']['desktop']['page']}", "summary": response_json["extract"], } else: res = { "title": "[red]Not Found[/red]", } df = pd.json_normalize(res) print_rich_table( df, headers=list(df.columns), show_index=False, title=f"Wikipedia results for {expression}", ) def screenshot() -> None: """Screenshot the terminal window or the plot window. Parameters ---------- terminal_window_target: bool Target the terminal window """ try: if plt.get_fignums(): img_buf = io.BytesIO() plt.savefig(img_buf, format="png") shot = Image.open(img_buf) screenshot_to_canvas(shot, plot_exists=True) else: console.print("No plots found.\n") except Exception as err: console.print(f"Cannot reach window - {err}\n") def screenshot_to_canvas(shot, plot_exists: bool = False): """Frame image to OpenBB canvas. Parameters ---------- shot Image to frame with OpenBB Canvas plot_exists: bool Variable to say whether the image is a plot or screenshot of terminal """ WHITE_LINE_WIDTH = 3 OUTSIDE_CANVAS_WIDTH = shot.width + 4 * WHITE_LINE_WIDTH + 5 OUTSIDE_CANVAS_HEIGHT = shot.height + 4 * WHITE_LINE_WIDTH + 5 UPPER_SPACE = 40 BACKGROUND_WIDTH_SLACK = 150 BACKGROUND_HEIGHT_SLACK = 150 background = Image.open( Path(os.path.abspath(__file__), "../../images/background.png") ) logo = Image.open( Path(os.path.abspath(__file__), "../../images/openbb_horizontal_logo.png") ) try: if plot_exists: HEADER_HEIGHT = 0 RADIUS = 8 background = background.resize( ( shot.width + BACKGROUND_WIDTH_SLACK, shot.height + BACKGROUND_HEIGHT_SLACK, ) ) x = int((background.width - OUTSIDE_CANVAS_WIDTH) / 2) y = UPPER_SPACE white_shape = ( (x, y), (x + OUTSIDE_CANVAS_WIDTH, y + OUTSIDE_CANVAS_HEIGHT), ) img = ImageDraw.Draw(background) img.rounded_rectangle( white_shape, fill="black", outline="white", width=WHITE_LINE_WIDTH, radius=RADIUS, ) background.paste(shot, (x + WHITE_LINE_WIDTH + 5, y + WHITE_LINE_WIDTH + 5)) # Logo background.paste( logo, ( int((background.width - logo.width) / 2), UPPER_SPACE + OUTSIDE_CANVAS_HEIGHT + HEADER_HEIGHT + int( ( background.height - UPPER_SPACE - OUTSIDE_CANVAS_HEIGHT - HEADER_HEIGHT - logo.height ) / 2 ), ), logo, ) background.show(title="screenshot") except Exception: console.print("Shot failed.") @lru_cache def load_json(path: Path) -> Dict[str, str]: """Load a dictionary from a json file path. Parameter ---------- path : Path The path for the json file Returns ------- Dict[str, str] The dictionary loaded from json """ try: with open(path) as file: return json.load(file) except Exception as e: console.print( f"[red]Failed to load preferred source from file: " f"{get_current_user().preferences.USER_DATA_SOURCES_FILE}[/red]" ) console.print(f"[red]{e}[/red]") return {} def list_from_str(value: str) -> List[str]: """Convert a string to a list. Parameter --------- value : str The string to convert Returns ------- new_value: List[str] The list of strings """ if value: return value.split(",") return [] def str_date_to_timestamp(date: str) -> int: """Transform string date to timestamp Parameters ---------- start_date : str Initial date, format YYYY-MM-DD Returns ------- date_ts : int Initial date timestamp (e.g., 1_614_556_800) """ date_ts = int( datetime.strptime(date + " 00:00:00+0000", "%Y-%m-%d %H:%M:%S%z").timestamp() ) return date_ts def check_start_less_than_end(start_date: str, end_date: str) -> bool: """Check if start_date is equal to end_date. Parameters ---------- start_date : str Initial date, format YYYY-MM-DD end_date : str Final date, format YYYY-MM-DD Returns ------- bool True if start_date is not equal to end_date, False otherwise """ if start_date is None or end_date is None: return False if start_date == end_date: console.print("[red]Start date and end date cannot be the same.[/red]") return True if start_date > end_date: console.print("[red]Start date cannot be greater than end date.[/red]") return True return False # Write an abstract helper to make requests from a url with potential headers and params def request( url: str, method: str = "get", timeout: int = 0, **kwargs ) -> requests.Response: """Abstract helper to make requests from a url with potential headers and params. Parameters ---------- url : str Url to make the request to method : str HTTP method to use. Choose from: delete, get, head, patch, post, put, by default "get" timeout : int How many seconds to wait for the server to send data Returns ------- requests.Response Request response object Raises ------ ValueError If invalid method is passed """ method = method.lower() if method not in ["delete", "get", "head", "patch", "post", "put"]: raise ValueError(f"Invalid method: {method}") current_user = get_current_user() # We want to add a user agent to the request, so check if there are any headers # If there are headers, check if there is a user agent, if not add one. # Some requests seem to work only with a specific user agent, so we want to be able to override it. headers = kwargs.pop("headers", {}) timeout = timeout or current_user.preferences.REQUEST_TIMEOUT if "User-Agent" not in headers: headers["User-Agent"] = get_user_agent() func = getattr(requests, method) return func( url, headers=headers, timeout=timeout, **kwargs, ) def remove_timezone_from_dataframe(df: pd.DataFrame) -> pd.DataFrame: """ Remove timezone information from a dataframe. Parameters ---------- df : pd.DataFrame The dataframe to remove timezone information from Returns ------- pd.DataFrame The dataframe with timezone information removed """ date_cols = [] index_is_date = False # Find columns and index containing date data if ( df.index.dtype.kind == "M" and hasattr(df.index.dtype, "tz") and df.index.dtype.tz is not None ): index_is_date = True for col, dtype in df.dtypes.items(): if dtype.kind == "M" and hasattr(df.index.dtype, "tz") and dtype.tz is not None: date_cols.append(col) # Remove the timezone information for col in date_cols: df[col] = df[col].dt.date if index_is_date: index_name = df.index.name df.index = df.index.date df.index.name = index_name return df @check_api_key(["API_OPENAI_KEY"]) def query_LLM_local(query_text, gpt_model): current_user = get_current_user() os.environ["OPENAI_API_KEY"] = current_user.credentials.API_OPENAI_KEY # check if index exists index_path = GPT_INDEX_DIRECTORY / f"index_{GPT_INDEX_VER}.json" old_index_paths = [ str(x) for x in GPT_INDEX_DIRECTORY.glob("index_*.json") if x != index_path ] # define LLM llm_predictor = LLMPredictor(llm=ChatOpenAI(temperature=0.5, model_name=gpt_model)) # define prompt helper prompt_helper = PromptHelper(context_window=4096, num_output=256) service_context = ServiceContext.from_defaults( llm_predictor=llm_predictor, prompt_helper=prompt_helper ) if os.path.exists(index_path): # rebuild storage context storage_context = StorageContext.from_defaults(persist_dir=index_path) index = load_index_from_storage( service_context=service_context, storage_context=storage_context ) else: # If the index file doesn't exist or is of incorrect version, generate a new one # First, remove old version(s), if any for path in old_index_paths: if os.path.isfile(path): os.remove(path) elif os.path.isdir(path): shutil.rmtree(path) # Then, generate and save new index # import from print console and say generating index, this might take a while console.print("Generating index, this might take a while....\n") # read in documents documents = SimpleDirectoryReader(GPT_INDEX_DIRECTORY / "data/").load_data() index = VectorStoreIndex.from_documents( documents, service_context=service_context ) # save to disk console.print("Saving index to disk....\n") index.storage_context.persist(index_path) current_date = datetime.now().astimezone(pytz.timezone("America/New_York")) prompt_string = f"""From the cli argparse help text above, provide the terminal command for {query_text}. If relevant, use the examples as guidance. Provide the exact command along with the parent command with a "/" separation to get that information, and nothing else including any explanation. Don't add any other word such as 'Command to get', 'Answer' or the likes. If you do not know, reply "I don't know" Current date: {current_date.strftime("%Y-%m-%d")} Current day of the week: {current_date.strftime("%A")} Remember: 1. It is very important to provide the full path of the command including the parent command and loading the particular target before running any subsequent commands 2. If you are asked about dates or times, load the target dates, times span during the "load" command before running any subsequent commands. replace all <> with the actual dates and times. The date format should be YYYY-MM-DD. If there is no date included in the query, do not specify any. 3. Country names should be snake case and lower case. example: united_states. 4. Always use a comma to separate between countries and no spaces: example: united_states,italy,spain 5. Always use "load" command first before running any subsequent commands. example: stocks/load / .... crypto/load / .... etc. 6. Do not include --export unless the request asks for the data to be exported or saved to a specific file type. 7. Do not make up any subcommands or options for the specific command. 8. Do not provide anything that could be interpreted as investment advice. 9. Any request asking for options refers to stocks/options. Only do what is asked and only provide a single command string, never more than one. """ # try to get the response from the index try: query_engine = index.as_query_engine() response = query_engine.query(prompt_string) return response.response, response.source_nodes except Exception as e: # check if the error has the following "The model: `gpt-4` does not exist" if "The model: `gpt-4` does not exist" in str(e): console.print( "[red]You do not have access to GPT4 model with your API key." " Please try again with valid API Access.[/red]" ) return None console.print(f"[red]Something went wrong with the query. {e}[/red]") return None, None def query_LLM_remote(query_text: str): """Query askobb on gpt-3.5 turbo hosted model Parameters ---------- query_text : str Query string for askobb """ url = "https://api.openbb.co/askobb" data = {"prompt": query_text, "accessToken": get_current_user().profile.token} ask_obbrequest_data = request(url, method="POST", json=data, timeout=15).json() if "error" in ask_obbrequest_data: console.print(f"[red]{ask_obbrequest_data['error']}[/red]") return None, None return ask_obbrequest_data["response"], ask_obbrequest_data["source_nodes"] def check_valid_date(date_string) -> bool: """ "Helper to see if we can parse the string to a date""" try: # Try to parse the string with strptime() datetime.strptime( date_string, "%Y-%m-%d" ) # Use the format your dates are expected to be in return True # If it can be parsed, then it is a valid date string except ValueError: # strptime() throws a ValueError if the string can't be parsed return False