Files
OpenBB/openbb_terminal/helper_funcs.py
DidierRLopes 4e6a2fb564 put ticker on clenow func (#2709)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-04 20:51:57 -04:00

1665 lines
47 KiB
Python

"""Helper functions"""
__docformat__ = "numpy"
# pylint: disable=too-many-lines
import argparse
import logging
from pathlib import Path
from typing import List, Union, Optional, Dict
from datetime import datetime, timedelta, date as d
import types
from collections.abc import Iterable
import os
import random
import re
import sys
from difflib import SequenceMatcher
import webbrowser
import urllib.parse
import json
import pytz
import pandas as pd
from rich.table import Table
import iso8601
import dotenv
import matplotlib
import matplotlib.pyplot as plt
from holidays import US as us_holidays
from pandas._config.config import get_option
from pandas.plotting import register_matplotlib_converters
import pandas.io.formats.format
import requests
from screeninfo import get_monitors
import yfinance as yf
import numpy as np
from openbb_terminal.rich_config import console
from openbb_terminal import feature_flags as obbff
from openbb_terminal import config_plot as cfgPlot
from openbb_terminal.core.config.paths import (
HOME_DIRECTORY,
USER_ENV_FILE,
USER_EXPORTS_DIRECTORY,
)
from openbb_terminal.core.config import paths
logger = logging.getLogger(__name__)
register_matplotlib_converters()
if cfgPlot.BACKEND is not None:
matplotlib.use(cfgPlot.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
# Command location path to be shown in the figures depending on watermark flag
command_location = ""
# pylint: disable=global-statement
def set_command_location(cmd_loc: str):
"""Set command location
Parameters
----------
cmd_loc: str
Command location called by user
"""
global command_location
command_location = cmd_loc
# pylint: disable=global-statement
def set_user_data_folder(env_file: str = ".env", path_folder: str = ""):
"""Set user data folder location
Parameters
----------
env_file : str
Env file to be updated
path_folder: str
Path folder location
"""
dotenv.set_key(env_file, "OPENBB_USER_DATA_DIRECTORY", path_folder)
paths.USER_DATA_DIRECTORY = Path(path_folder)
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:
if an_input == "/":
an_input = "home"
elif an_input[0] == "/":
an_input = "home" + an_input
# 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)"
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:
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 print_rich_table(
df: pd.DataFrame,
show_index: bool = False,
title: str = "",
index_name: str = "",
headers: Union[List[str], pd.Index] = None,
floatfmt: Union[str, List[str]] = ".2f",
show_header: bool = True,
):
"""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.
"""
if obbff.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:
if isinstance(headers, pd.Index):
headers = list(headers)
if len(headers) != len(df.columns):
log_and_raise(
ValueError("Length of headers does not match length of DataFrame")
)
for header in headers:
table.add_column(str(header))
else:
for column in df.columns:
table.add_column(str(column))
if isinstance(floatfmt, list):
if 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()):
row = [str(idx)] if show_index else []
row += [
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)
console.print()
console.print(table)
else:
console.print(df.to_string(col_space=0))
def check_int_range(mini: int, maxi: int):
"""
Checks 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:
"""
Checks 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 if terra account address has proper format: ^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(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_positive_float(value) -> float:
"""Argparse type to check positive int"""
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:
"""
Checks 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:
"""
Checks 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 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-_.]+$", repo) # noqa: W605
if not result:
log_and_raise(
argparse.ArgumentTypeError(
f"{repo} is not a valid repo. Valid repo: org/repo"
)
)
return repo
def valid_hour(hr: str) -> int:
"""Argparse type to check hour is valid with 24-hour notation"""
new_hr = int(hr)
if (new_hr < 0) or (new_hr > 24):
log_and_raise(
argparse.ArgumentTypeError(f"{hr} doesn't follow 24-hour notion.")
)
return new_hr
def plot_view_stock(df: pd.DataFrame, symbol: str, interval: str):
"""
Plot the loaded stock dataframe
Parameters
----------
df: Dataframe
Dataframe of prices and volumes
symbol: str
Symbol of ticker
interval: str
Stock data resolution for plotting purposes
"""
df.sort_index(ascending=True, inplace=True)
bar_colors = ["r" if x[1].Open < x[1].Close else "g" for x in df.iterrows()]
try:
fig, ax = plt.subplots(
2,
1,
gridspec_kw={"height_ratios": [3, 1]},
figsize=plot_autoscale(),
dpi=cfgPlot.PLOT_DPI,
)
except Exception as e:
console.print(e)
console.print(
"Encountered an error trying to open a chart window. Check your X server configuration."
)
logging.exception("%s", type(e).__name__)
return
# In order to make nice Volume plot, make the bar width = interval
if interval == "1440min":
bar_width = timedelta(days=1)
title_string = "Daily"
else:
bar_width = timedelta(minutes=int(interval.split("m")[0]))
title_string = f"{int(interval.split('m')[0])} min"
ax[0].yaxis.tick_right()
if "Adj Close" in df.columns:
ax[0].plot(df.index, df["Adj Close"], c=cfgPlot.VIEW_COLOR)
else:
ax[0].plot(df.index, df["Close"], c=cfgPlot.VIEW_COLOR)
ax[0].set_xlim(df.index[0], df.index[-1])
ax[0].set_xticks([])
ax[0].yaxis.set_label_position("right")
ax[0].set_ylabel("Share Price ($)")
ax[0].grid(axis="y", color="gainsboro", linestyle="-", linewidth=0.5)
ax[0].spines["top"].set_visible(False)
ax[0].spines["left"].set_visible(False)
ax[1].bar(
df.index, df.Volume / 1_000_000, color=bar_colors, alpha=0.8, width=bar_width
)
ax[1].set_xlim(df.index[0], df.index[-1])
ax[1].yaxis.tick_right()
ax[1].yaxis.set_label_position("right")
ax[1].set_ylabel("Volume [1M]")
ax[1].grid(axis="y", color="gainsboro", linestyle="-", linewidth=0.5)
ax[1].spines["top"].set_visible(False)
ax[1].spines["left"].set_visible(False)
ax[1].set_xlabel("Time")
fig.suptitle(
symbol + " " + title_string,
size=20,
x=0.15,
y=0.95,
fontfamily="serif",
fontstyle="italic",
)
if obbff.USE_ION:
plt.ion()
fig.tight_layout(pad=2)
plt.setp(ax[1].get_xticklabels(), rotation=20, horizontalalignment="right")
plt.show()
console.print("")
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) -> str:
"""Format a long number"""
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():
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 lambda_long_number_format_y_axis(df, y_column, ax):
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:
"""Cleans 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:
"""Gets the next stock market day. Checks against weekends and holidays"""
n_days = 0
l_pred_days = []
years: list = []
holidays: list = []
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)
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]
if granularity >= timedelta(days=1):
intraday = False
else:
intraday = True
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
"""
if is_intraday(df):
date_format = "%b %d %H:%M"
else:
date_format = "%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):
"""Gets 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.keys() else tweet["text"]
return {"created_at": s_datetime, "text": s_text}
def clean_tweet(tweet: str, symbol: str) -> str:
"""Cleans 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
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"):
"""Justify text"""
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):
"""Adjoin"""
# 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 parse_simple_args(parser: argparse.ArgumentParser, other_args: List[str]):
"""Parses list of arguments into the supplied parser
Parameters
----------
parser: argparse.ArgumentParser
Parser with predefined arguments
other_args: List[str]
List of arguments to parse
Returns
-------
ns_parser:
Namespace with parsed arguments
"""
parser.add_argument(
"-h", "--help", action="store_true", help="show this help message"
)
if obbff.USE_CLEAR_AFTER_CMD:
system_clear()
try:
(ns_parser, l_unknown_args) = parser.parse_known_args(other_args)
except SystemExit:
# In case the command has required argument that isn't specified
console.print("")
return None
if ns_parser.help:
txt_help = parser.format_help()
console.print(f"[help]{txt_help}[/help]")
return None
if l_unknown_args:
console.print(f"The following args couldn't be interpreted: {l_unknown_args}")
return ns_parser
def lambda_financials_colored_values(val: str) -> str:
"""Add a color to a value"""
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:
"""Matches 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
def get_flair() -> str:
"""Get a flair icon"""
flairs = {
":openbb": "(🦋)",
":rocket": "(🚀)",
":diamond": "(💎)",
":stars": "(✨)",
":baseball": "(⚾)",
":boat": "(⛵)",
":phone": "(☎)",
":mercury": "(☿)",
":hidden": "",
":sun": "(☼)",
":moon": "(☾)",
":nuke": "(☢)",
":hazard": "(☣)",
":tunder": "(☈)",
":king": "(♔)",
":queen": "(♕)",
":knight": "(♘)",
":recycle": "(♻)",
":scales": "(⚖)",
":ball": "(⚽)",
":golf": "(⛳)",
":piece": "(☮)",
":yy": "(☯)",
}
flair = (
flairs[str(obbff.USE_FLAIR)]
if str(obbff.USE_FLAIR) in flairs
else str(obbff.USE_FLAIR)
)
set_default_timezone()
if obbff.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 set_default_timezone() -> None:
"""Sets a default (America/New_York) timezone if one doesn't exist"""
dotenv.load_dotenv(USER_ENV_FILE)
user_tz = os.getenv("OPENBB_TIMEZONE")
if not user_tz:
dotenv.set_key(USER_ENV_FILE, "OPENBB_TIMEZONE", "America/New_York")
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
"""
dotenv.load_dotenv(USER_ENV_FILE)
user_tz = os.getenv("OPENBB_TIMEZONE")
if user_tz:
return user_tz
return ""
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 replace_user_timezone(user_tz: str) -> None:
"""Replace user timezone
Parameters
----------
user_tz: str
User timezone to set
"""
if is_timezone_valid(user_tz):
dotenv.set_key(USER_ENV_FILE, "OPENBB_TIMEZONE", user_tz)
console.print("Timezone successfully updated", "\n")
else:
console.print("Timezone selected is not valid", "\n")
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"""
screens = get_monitors() # Get all available monitors
if len(screens) - 1 < cfgPlot.MONITOR: # Check to see if chosen monitor is detected
monitor = 0
console.print(
f"Could not locate monitor {cfgPlot.MONITOR}, using primary monitor."
)
else:
monitor = cfgPlot.MONITOR
main_screen = screens[monitor] # Choose what monitor to get
return (main_screen.width, main_screen.height)
def plot_autoscale():
"""Autoscale plot"""
if obbff.USE_PLOT_AUTOSCALING:
x, y = get_screeninfo() # Get screen size
x = ((x) * cfgPlot.PLOT_WIDTH_PERCENTAGE * 10**-2) / (
cfgPlot.PLOT_DPI
) # Calculate width
if cfgPlot.PLOT_HEIGHT_PERCENTAGE == 100: # If full height
y = y - 60 # Remove the height of window toolbar
y = ((y) * cfgPlot.PLOT_HEIGHT_PERCENTAGE * 10**-2) / (cfgPlot.PLOT_DPI)
else: # If not autoscale, use size defined in config_plot.py
x = cfgPlot.PLOT_WIDTH / (cfgPlot.PLOT_DPI)
y = cfgPlot.PLOT_HEIGHT / (cfgPlot.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: 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:
"""Checks 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![/red]"
)
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')}_{func_name}"
full_path = USER_EXPORTS_DIRECTORY / path_cmd / default_filename
return full_path
def export_data(
export_type: str, dir_path: str, func_name: str, df: pd.DataFrame = pd.DataFrame()
) -> 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
"""
if export_type:
export_path = compose_export_path(func_name, dir_path)
export_folder = str(export_path.parent)
export_filename = export_path.name
export_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 = os.path.join(export_folder, exp_type)
# In this scenario we use the default filename
else:
saved_path = os.path.join(
export_folder, f"{export_filename}.{exp_type}"
)
if exp_type.endswith("csv"):
df.to_csv(saved_path)
elif exp_type.endswith("json"):
df.to_json(saved_path)
elif exp_type.endswith("xlsx"):
df.to_excel(saved_path, index=True, header=True)
elif exp_type.endswith("png"):
plt.savefig(saved_path)
elif exp_type.endswith("jpg"):
plt.savefig(saved_path)
elif exp_type.endswith("pdf"):
plt.savefig(saved_path)
elif exp_type.endswith("svg"):
plt.savefig(saved_path)
else:
console.print("Wrong export file specified.\n")
console.print(f"Saved file: {saved_path}\n")
def get_rf() -> float:
"""
Uses 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 = requests.get(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
def excel_columns() -> List[str]:
"""
Returns 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):
"""
Helper function to 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-fille Google Form and open it in the browser"""
form_url = "https://openbb.co/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:
"""Converts 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 choice_check_after_action(action=None, choices=None):
"""return an action class that checks choice after action call
for argument of argparse.ArgumentParser.add_argument function
Parameters
----------
action : Union[class, function]
Action for set args before check choices.
If action is class, it must implement argparse.Action methods
If action is function, it takes 4 args(parser, namespace, values, option_string)
and needs to return value to set dest
choices : Union[Iterable, function]
A container of values that should be allowed.
If choices is function, it takes 1 args(value) to check and
return bool that value is allowed or not
Returns
-------
Class
Class extended argparse.Action
"""
if isinstance(choices, Iterable):
def choice_checker(value):
return value in choices
elif isinstance(choices, types.FunctionType):
choice_checker = choices
else:
raise NotImplementedError("choices argument must be iterable or function")
if isinstance(action, type):
class ActionClass(action):
def __call__(self, parser, namespace, values, option_string=None):
super().__call__(parser, namespace, values, option_string)
if not choice_checker(getattr(namespace, self.dest)):
raise ValueError(
f"{getattr(namespace, self.dest)} is not in {choices}"
)
elif isinstance(action, types.FunctionType):
class ActionClass(argparse.Action):
def __call__(self, parser, namespace, values, option_string=None):
setattr(
namespace,
self.dest,
action(parser, namespace, values, option_string),
)
if not choice_checker(getattr(namespace, self.dest)):
raise ValueError(
f"{getattr(namespace, self.dest)} is not in {choices}"
)
else:
raise NotImplementedError("action argument must be class or function")
return ActionClass
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
if custom_text:
print_text = custom_text
else:
print_text = 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]:
"""
Checks if argparse argument is an str with format: 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()
if "," in given_values:
values_found = [val.strip() for val in given_values.split(",")]
else:
values_found = [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"[blue]{response_json['content_urls']['desktop']['page']}[/blue]",
"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}",
)