mirror of
https://github.com/OpenBB-finance/OpenBB.git
synced 2026-10-28 04:52:07 +00:00
7d3172a5f5
* make default routines available * remove unecessary change * user to personal * rename some funcs * add last update to tables * add routines download on login * move some routines funcs to controller * fix tests * add space * wrap some funcs inside try, except * fix account test * suppress outputs * rewrite docstring * remove circular import * reverse order * update docstring * allow exe with spaces in file name * fix exe with input * Update terminal_controller.py * fix regex for file extensions * pylint * put default routines url inside constants --------- Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>
788 lines
22 KiB
Python
788 lines
22 KiB
Python
import json
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from typing import Any, Dict, List, Literal, Optional
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import requests
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from openbb_terminal.core.session.constants import (
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BASE_URL,
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CONNECTION_ERROR_MSG,
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CONNECTION_TIMEOUT_MSG,
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DEFAULT_ROUTINES_URL,
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TIMEOUT,
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)
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from openbb_terminal.core.session.current_system import get_current_system
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from openbb_terminal.rich_config import console
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def create_session(
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email: str, password: str, base_url: str = BASE_URL, timeout: int = TIMEOUT
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) -> Optional[requests.Response]:
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"""Create a session.
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Parameters
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----------
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email : str
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The email.
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password : str
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The password.
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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Returns
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-------
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Optional[requests.Response]
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The response from the login request.
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"""
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try:
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data = {
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"email": email,
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"password": password,
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"remember": True,
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}
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return requests.post(url=base_url + "login", json=data, timeout=timeout)
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except requests.exceptions.ConnectionError:
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console.print(f"\n{CONNECTION_ERROR_MSG}")
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return None
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except requests.exceptions.Timeout:
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console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
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return None
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except Exception:
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console.print("\n[red]Failed to request login info.[/red]")
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return None
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def create_session_from_token(
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token: str, base_url: str = BASE_URL, timeout: int = TIMEOUT
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):
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"""Create a session from token.
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Parameters
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----------
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token : str
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The token.
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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"""
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try:
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data = {
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"token": token,
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}
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return requests.post(url=base_url + "sdk/login", json=data, timeout=timeout)
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except requests.exceptions.ConnectionError:
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console.print("\n[red]Connection error.[/red]")
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return None
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except requests.exceptions.Timeout:
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console.print("\n[red]Connection timeout.[/red]")
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return None
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except Exception:
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console.print("\n[red]Failed to request login info.[/red]")
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return None
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def delete_session(
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auth_header: str, token: str, base_url: str = BASE_URL, timeout: int = TIMEOUT
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) -> Optional[requests.Response]:
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"""Delete the session.
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Parameters
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----------
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auth_header : str
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The authorization header, e.g. "Bearer <token>".
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token : str
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The token to delete.
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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Returns
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-------
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Optional[requests.Response]
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The response from the logout request.
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"""
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try:
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response = requests.get(
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url=base_url + "logout",
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headers={"Authorization": auth_header},
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json={"token": token},
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timeout=timeout,
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)
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if response.status_code != 200:
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console.print("[red]Failed to delete server session.[/red]")
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return response
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except requests.exceptions.ConnectionError:
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console.print(f"\n{CONNECTION_ERROR_MSG}")
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return None
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except requests.exceptions.Timeout:
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console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
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return None
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except Exception:
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console.print("[bold red]Failed to delete server session.[/bold red]")
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return None
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def process_session_response(response: requests.Response) -> dict:
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"""Process the response from the login request.
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Parameters
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----------
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response : requests.Response
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The response from the login request.
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Returns
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-------
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dict
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The login info.
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"""
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if response.status_code == 200:
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login = response.json()
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return login
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if response.status_code == 401:
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console.print("\n[red]Wrong credentials.[/red]")
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return {}
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if response.status_code == 403:
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console.print("\n[red]Unverified email.[/red]")
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return {}
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console.print("\n[red]Failed to login.[/red]")
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return {}
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def get_session(email: str, password: str) -> dict:
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"""Get the session info.
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Parameters
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----------
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email : str
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The email.
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password : str
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The password.
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Returns
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-------
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dict
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The session info.
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"""
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response = create_session(email, password)
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if response is None:
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return {}
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return process_session_response(response)
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def get_session_from_token(token: str) -> dict:
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"""Get the session info from token.
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Parameters
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----------
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token : str
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The token.
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Returns
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-------
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dict
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The session info.
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"""
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response = create_session_from_token(token)
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if response is None:
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return {}
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return process_session_response(response)
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def fetch_user_configs(
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session: dict, base_url: str = BASE_URL, timeout: int = TIMEOUT
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) -> Optional[requests.Response]:
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"""Fetch user configurations.
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Parameters
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----------
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session : dict
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The session info.
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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Returns
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-------
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Optional[requests.Response]
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The response from the get request.
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"""
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token_type = session.get("token_type", "")
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token = session.get("access_token", "")
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try:
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response = requests.get(
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url=base_url + "terminal/user",
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headers={"Authorization": f"{token_type.title()} {token}"},
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timeout=timeout,
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)
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if response.status_code not in [200, 401]: # 401: invalid token
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console.print("[red]\nFailed to fetch configurations.[/red]")
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return response
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except requests.exceptions.ConnectionError:
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console.print(f"\n{CONNECTION_ERROR_MSG}")
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return None
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except requests.exceptions.Timeout:
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console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
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return None
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except Exception:
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console.print("[red]\nFailed to fetch configurations.[/red]")
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return None
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def clear_user_configs(
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config: str, auth_header: str, base_url: str = BASE_URL, timeout: int = TIMEOUT
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) -> Optional[requests.Response]:
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"""Clear user configurations to the server.
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Parameters
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----------
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config : str
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The config to clear.
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auth_header : str
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The authorization header, e.g. "Bearer <token>".
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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Returns
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-------
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Optional[requests.Response]
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The response from the put request.
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"""
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data: Dict[str, dict] = {config: {}}
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try:
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response = requests.put(
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url=base_url + "user",
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headers={"Authorization": auth_header},
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json=data,
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timeout=timeout,
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)
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if response.status_code == 200:
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console.print("[green]Cleared data.[/green]")
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else:
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console.print("[red]Failed to clear data.[/red]")
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return response
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except requests.exceptions.ConnectionError:
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console.print(f"\n{CONNECTION_ERROR_MSG}")
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return None
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except requests.exceptions.Timeout:
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console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
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return None
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except Exception:
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console.print("[red]Failed to clear data.[/red]")
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return None
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def upload_user_field(
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key: str,
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value: Any,
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auth_header: str,
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base_url: str = BASE_URL,
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timeout: int = TIMEOUT,
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silent: bool = False,
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) -> Optional[requests.Response]:
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"""Send user field to the server.
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Parameters
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----------
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key : str
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The key to put, e.g. 'features_settings', 'features_keys', 'features_sources'.
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value : Any
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The value to put.
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auth_header : str
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The authorization header, e.g. "Bearer <token>".
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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silent : bool
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Whether to silence the console output, by default False
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Returns
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-------
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Optional[requests.Response]
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The response from the put request.
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"""
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console_print = console.print if not silent else lambda *args, **kwargs: None
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try:
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data: Dict[str, dict] = {key: value}
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console_print("Sending to OpenBB hub...")
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response = requests.put(
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url=base_url + "user",
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headers={"Authorization": auth_header},
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json=data,
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timeout=timeout,
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)
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if response.status_code == 200:
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console_print("[green]Saved remotely.[/green]")
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else:
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console_print("[red]Failed to save remotely.[/red]")
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return response
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except requests.exceptions.ConnectionError:
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console_print(f"\n{CONNECTION_ERROR_MSG}")
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return None
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except requests.exceptions.Timeout:
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console_print(f"\n{CONNECTION_TIMEOUT_MSG}")
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return None
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except Exception:
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console_print("[red]Failed to save remotely.[/red]")
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return None
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def upload_config(
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key: str,
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value: str,
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type_: Literal["settings", "terminal_style"],
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auth_header: str,
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base_url: str = BASE_URL,
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timeout: int = TIMEOUT,
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) -> Optional[requests.Response]:
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"""Patch user configurations to the server.
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Parameters
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----------
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key : str
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The key to patch.
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value : str
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The value to patch.
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type_ : Literal["settings", "terminal_style"]
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The type of the patch.
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auth_header : str
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The authorization header, e.g. "Bearer <token>".
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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Returns
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-------
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Optional[requests.Response]
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The response from the patch request.
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"""
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if type_ not in ["settings", "terminal_style"]:
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console.print("[red]\nInvalid patch type.[/red]")
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return None
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data = {"key": f"features_{type_}.{key}", "value": value}
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try:
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console.print("Sending to OpenBB hub...")
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response = requests.patch(
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url=base_url + "terminal/user",
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headers={"Authorization": auth_header},
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json=data,
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timeout=timeout,
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)
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if response.status_code == 200:
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console.print("[green]Saved remotely.[/green]")
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else:
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console.print("[red]Failed to save remotely.[/red]")
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return response
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except requests.exceptions.ConnectionError:
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console.print(f"\n{CONNECTION_ERROR_MSG}")
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return None
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except requests.exceptions.Timeout:
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console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
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return None
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except Exception:
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console.print("[red]Failed to save remotely.[/red]")
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return None
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def upload_routine(
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auth_header: str,
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name: str = "",
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description: str = "",
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routine: str = "",
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override: bool = False,
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base_url=BASE_URL,
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timeout: int = TIMEOUT,
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) -> Optional[requests.Response]:
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"""Send a routine to the server.
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Parameters
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----------
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auth_header : str
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The authorization header, e.g. "Bearer <token>".
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name : str
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The name of the routine.
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routine : str
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The routine.
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override : bool
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Whether to override the routine if it already exists.
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base_url : str
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The base url, by default BASE_URL
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timeout : int
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The timeout, by default TIMEOUT
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Returns
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-------
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Optional[requests.Response]
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The response from the post request.
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"""
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data = {
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"name": name,
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"description": description,
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"script": routine,
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"override": override,
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"version": get_current_system().VERSION,
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"public": False,
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}
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try:
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response = requests.post(
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headers={"Authorization": auth_header},
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url=base_url + "terminal/script",
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json=data,
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timeout=timeout,
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)
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if response.status_code == 200:
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console.print("[green]Successfully uploaded your routine.[/green]")
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elif response.status_code != 409: # 409: routine already exists
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console.print(
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"[red]" + response.json().get("detail", "Unknown error.") + "[/red]"
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)
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return response
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except requests.exceptions.ConnectionError:
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console.print(f"\n{CONNECTION_ERROR_MSG}")
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return None
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except requests.exceptions.Timeout:
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console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
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return None
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except Exception:
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console.print("[red]Failed to upload your routine.[/red]")
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return None
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|
|
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def download_routine(
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auth_header: str,
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name: str = "",
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base_url=BASE_URL,
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timeout: int = TIMEOUT,
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) -> Optional[requests.Response]:
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"""Download a routine from the server.
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|
Parameters
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----------
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auth_header : str
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|
The authorization header, e.g. "Bearer <token>".
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name : str
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The name of the routine.
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base_url : str
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|
The base url, by default BASE_URL
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timeout : int
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|
The timeout, by default TIMEOUT
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|
|
|
Returns
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|
-------
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|
Optional[requests.Response]
|
|
The response from the get request.
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"""
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try:
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response = requests.get(
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headers={"Authorization": auth_header},
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url=base_url + "terminal/script/" + name,
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timeout=timeout,
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)
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if response.status_code == 404:
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console.print("[red]Routine not found.[/red]")
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elif response.status_code != 200:
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console.print("[red]Failed to download your routine.[/red]")
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return response
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except requests.exceptions.ConnectionError:
|
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console.print(f"\n{CONNECTION_ERROR_MSG}")
|
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return None
|
|
except requests.exceptions.Timeout:
|
|
console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
|
|
return None
|
|
except Exception:
|
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console.print("[red]Failed to download your routine.[/red]")
|
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return None
|
|
|
|
|
|
def delete_routine(
|
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auth_header: str,
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name: str = "",
|
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base_url=BASE_URL,
|
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timeout: int = TIMEOUT,
|
|
) -> Optional[requests.Response]:
|
|
"""Delete a routine from the server.
|
|
|
|
Parameters
|
|
----------
|
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auth_header : str
|
|
The authorization header, e.g. "Bearer <token>".
|
|
name : str
|
|
The name of the routine.
|
|
base_url : str
|
|
The base url, by default BASE_URL
|
|
timeout : int
|
|
The timeout, by default TIMEOUT
|
|
|
|
Returns
|
|
-------
|
|
Optional[requests.Response]
|
|
The response from the delete request.
|
|
"""
|
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try:
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response = requests.delete(
|
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headers={"Authorization": auth_header},
|
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url=base_url + "terminal/script/" + name,
|
|
timeout=timeout,
|
|
)
|
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if response.status_code == 200:
|
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console.print("[green]Successfully deleted your routine.[/green]")
|
|
elif response.status_code == 404:
|
|
console.print("[red]Routine not found.[/red]")
|
|
else:
|
|
console.print("[red]Failed to delete your routine.[/red]")
|
|
return response
|
|
except requests.exceptions.ConnectionError:
|
|
console.print(f"\n{CONNECTION_ERROR_MSG}")
|
|
return None
|
|
except requests.exceptions.Timeout:
|
|
console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
|
|
return None
|
|
except Exception:
|
|
console.print("[red]Failed to delete your routine.[/red]")
|
|
return None
|
|
|
|
|
|
def list_routines(
|
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auth_header: str,
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|
fields: Optional[List[str]] = None,
|
|
page: int = 1,
|
|
size: int = 10,
|
|
base_url=BASE_URL,
|
|
timeout: int = TIMEOUT,
|
|
silent: bool = False,
|
|
) -> Optional[requests.Response]:
|
|
"""List all routines from the server.
|
|
|
|
Parameters
|
|
----------
|
|
auth_header : str
|
|
The authorization header, e.g. "Bearer <token>".
|
|
fields : Optional[List[str]]
|
|
The fields to return, by default None
|
|
page : int
|
|
The page number.
|
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size : int
|
|
The number of routines per page.
|
|
base_url : str
|
|
The base url, by default BASE_URL
|
|
timeout : int
|
|
The timeout, by default TIMEOUT
|
|
silent : bool
|
|
Whether to silence the console output, by default False
|
|
|
|
Returns
|
|
-------
|
|
Optional[requests.Response]
|
|
The response from the get request.
|
|
"""
|
|
console_print = console.print if not silent else lambda *args, **kwargs: None
|
|
try:
|
|
if fields is None:
|
|
fields = ["name", "description", "version", "updated_date"]
|
|
|
|
fields_str = "%2C".join(fields)
|
|
response = requests.get(
|
|
headers={"Authorization": auth_header},
|
|
url=f"{base_url}terminal/script?fields={fields_str}&page={page}&size={size}",
|
|
timeout=timeout,
|
|
)
|
|
if response.status_code != 200:
|
|
console_print("[red]Failed to list your routines.[/red]")
|
|
return response
|
|
except requests.exceptions.ConnectionError:
|
|
console_print(f"\n{CONNECTION_ERROR_MSG}")
|
|
return None
|
|
except requests.exceptions.Timeout:
|
|
console_print(f"\n{CONNECTION_TIMEOUT_MSG}")
|
|
return None
|
|
except Exception:
|
|
console_print("[red]Failed to list your routines.[/red]")
|
|
return None
|
|
|
|
|
|
def get_default_routines(
|
|
url: str = DEFAULT_ROUTINES_URL, timeout: int = TIMEOUT, silent: bool = False
|
|
):
|
|
"""Get the default routines from CMS.
|
|
|
|
Parameters
|
|
----------
|
|
timeout : int
|
|
The timeout, by default TIMEOUT
|
|
silent : bool
|
|
Whether to silence the console output, by default False
|
|
|
|
Returns
|
|
-------
|
|
Optional[requests.Response]
|
|
The response from the get request.
|
|
"""
|
|
console_print = console.print if not silent else lambda *args, **kwargs: None
|
|
try:
|
|
response = requests.get(
|
|
url=url,
|
|
timeout=timeout,
|
|
)
|
|
if response.status_code != 200:
|
|
console_print("[red]Failed to get default routines.[/red]")
|
|
return response
|
|
except requests.exceptions.ConnectionError:
|
|
console_print(f"\n{CONNECTION_ERROR_MSG}")
|
|
return None
|
|
except requests.exceptions.Timeout:
|
|
console_print(f"\n{CONNECTION_TIMEOUT_MSG}")
|
|
return None
|
|
except Exception:
|
|
console_print("[red]Failed to get default routines.[/red]")
|
|
return None
|
|
|
|
|
|
def generate_personal_access_token(
|
|
auth_header: str, base_url: str = BASE_URL, timeout: int = TIMEOUT, days: int = 30
|
|
) -> Optional[requests.Response]:
|
|
"""
|
|
Generate an OpenBB Personal Access Token.
|
|
|
|
Parameters
|
|
----------
|
|
auth_header : str
|
|
The authorization header, e.g. "Bearer <token>".
|
|
base_url : str
|
|
The base url, by default BASE_URL
|
|
timeout : int
|
|
The timeout, by default TIMEOUT
|
|
days : int
|
|
The number of days the token should be valid for.
|
|
|
|
Returns
|
|
-------
|
|
Optional[requests.Response]
|
|
"""
|
|
|
|
url = f"{base_url}sdk/token"
|
|
|
|
payload = json.dumps({"days": days})
|
|
headers = {
|
|
"Authorization": auth_header,
|
|
"Content-Type": "application/json",
|
|
}
|
|
|
|
try:
|
|
response = requests.put(url=url, headers=headers, data=payload, timeout=timeout)
|
|
|
|
if response.status_code != 200:
|
|
console.print("[red]Failed to generate personal access token.[/red]")
|
|
|
|
return response
|
|
|
|
except requests.exceptions.ConnectionError:
|
|
console.print(f"\n{CONNECTION_ERROR_MSG}")
|
|
return None
|
|
except requests.exceptions.Timeout:
|
|
console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
|
|
return None
|
|
except Exception:
|
|
console.print("[red]Failed to generate personal access token.[/red]")
|
|
return None
|
|
|
|
|
|
def get_personal_access_token(
|
|
auth_header: str, base_url: str = BASE_URL, timeout: int = TIMEOUT
|
|
) -> Optional[requests.Response]:
|
|
"""
|
|
Show the user's OpenBB Personal Access Token.
|
|
|
|
Parameters
|
|
----------
|
|
auth_header : str
|
|
The authorization header, e.g. "Bearer <token>".
|
|
base_url : str
|
|
The base url, by default BASE_URL
|
|
timeout : int
|
|
The timeout, by default TIMEOUT
|
|
|
|
Returns
|
|
-------
|
|
Optional[requests.Response]
|
|
"""
|
|
|
|
url = f"{base_url}sdk/token"
|
|
|
|
headers = {"Authorization": auth_header}
|
|
|
|
try:
|
|
response = requests.get(url=url, headers=headers, timeout=timeout)
|
|
|
|
if response.status_code == 404:
|
|
console.print("[red]No personal access token found.[/red]")
|
|
elif response.status_code != 200:
|
|
console.print("[red]Failed to get personal access token.[/red]")
|
|
|
|
return response
|
|
|
|
except requests.exceptions.ConnectionError:
|
|
console.print(f"\n{CONNECTION_ERROR_MSG}")
|
|
return None
|
|
except requests.exceptions.Timeout:
|
|
console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
|
|
return None
|
|
except Exception:
|
|
console.print("[red]Failed to get personal access token.[/red]")
|
|
return None
|
|
|
|
|
|
def revoke_personal_access_token(
|
|
auth_header: str, base_url: str = BASE_URL, timeout: int = TIMEOUT
|
|
) -> Optional[requests.Response]:
|
|
"""
|
|
Delete the user's OpenBB Personal Access Token.
|
|
|
|
Parameters
|
|
----------
|
|
auth_header : str
|
|
The authorization header, e.g. "Bearer <token>".
|
|
base_url : str
|
|
The base url, by default BASE_URL
|
|
timeout : int
|
|
The timeout, by default TIMEOUT
|
|
|
|
Returns
|
|
-------
|
|
Optional[requests.Response]
|
|
"""
|
|
|
|
url = f"{base_url}sdk/token"
|
|
|
|
headers = {"Authorization": auth_header}
|
|
|
|
try:
|
|
response = requests.delete(url=url, headers=headers, timeout=timeout)
|
|
|
|
if response.status_code not in [200, 202]:
|
|
console.print("[red]Failed to revoke personal access token.[/red]")
|
|
|
|
return response
|
|
|
|
except requests.exceptions.ConnectionError:
|
|
console.print(f"\n{CONNECTION_ERROR_MSG}")
|
|
return None
|
|
except requests.exceptions.Timeout:
|
|
console.print(f"\n{CONNECTION_TIMEOUT_MSG}")
|
|
return None
|
|
except Exception:
|
|
console.print("[red]Failed to revoke personal access token.[/red]")
|
|
return None
|