Files
OpenBB/openbb_terminal/reports/reports_controller.py
Theodore Aptekarev 15d1870194 Reorganize project extras for a pip installable package (#3432)
* Re-solve the dependencies for optimization extras

* Remove unused reportlab helpers

* Update install from source and troubleshooting docs

* Fix typos found by cspell

* Prevent po menu from launching when optimization toolkit not installed

* Add optimization dependencies to default requirements.txt for the CI

* Add optimization toolkit installation to the CI

* Fix markdown linting

* Update CI test dependency installation for matrix tests

* Fix markdown linting

* Update source installation docs

* Clean up ToC in the main readme

* Update the SDK documentation

* Fix markdown linting after making readme sections linkable

* Fix more markdown linting

* Fix more markdown linting

* Update secrets detection with exclusion rules

* Bump detect-secrets configuration

* Tune secret detector

* Fix more markdown linting

* Add optimization toolkit install to installer GH actions

* Add optimization toolkit install to docker build

* Fix typos

* Add "all" extras setting to install torch and riskfolio

* Move forecasting dependencies to pyproject.toml

* Update CI build configs

* Update documentation to feature the "all" extra

* Lint markdown

* Update docs to specify requirement of having a C compiler

* Added log Id to codesigning steps in inteel Macos workflow

* Changed disk for the m1 macos build

* Changed disk for the m1 macos build

* Changed disk for the intel macos build

* taking out sigtool removal line

* Remove dev version number from pyproject.toml

* removing sigtool from all build steps

* changes to m1 build and commenting test_report_economy

* more m1 build changes

* testing exit on conda setup

* some more

* changing shell to bash to setup conda

* bash on lines

* bash on all lines

* small bash removals

* intel fix and test_crypto int test

* upgrading setupminiconda version

* adding back in intel conda init and reset

* intel removal of init

* taking bash back out from m1

* removing old codesign lines

* adding codesign specific binaries

* ssl fix for all terminal

* removing if installer

* various ssl fixes across commands

* fixing ssl mistake

* integration test changes

* Linting + remove comment

* Update poetry.lock

* Update requirements

* Update the docs to mention that PO is not working on arm arch

* Update deps to pin setuptools

* Disable reports on pyinstaller packaged version

* Update reports

* small grammar change for forecast report message

* Pin grpcio following introduced regression in 1.51.0

* Update docs to reflect changes in how optimization is installed

Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 12:33:59 -05:00

273 lines
9.6 KiB
Python

"""Reports Controller Module."""
__docformat__ = "numpy"
import argparse
import logging
import os
# pylint: disable=R1732, R0912
from typing import Any, Dict, List
import openbb_terminal.config_terminal as cfg
from openbb_terminal import feature_flags as obbff
from openbb_terminal.core.config.paths import (
USER_CUSTOM_REPORTS_DIRECTORY,
)
from openbb_terminal.helper_funcs import parse_simple_args
from openbb_terminal.reports import reports_model
from openbb_terminal.custom_prompt_toolkit import NestedCompleter
from openbb_terminal.decorators import log_start_end
from openbb_terminal.menu import session
from openbb_terminal.parent_classes import BaseController
from openbb_terminal.rich_config import console, MenuText
from openbb_terminal.terminal_helper import is_packaged_application
logger = logging.getLogger(__name__)
class ReportController(BaseController):
"""Report Controller class."""
CHOICES_COMMANDS: List[str] = [
"crypto",
"economy",
"equity",
"etf",
"forecast",
"forex",
"portfolio",
"run",
"load",
]
PATH = "/reports/"
REPORTS: List[str] = reports_model.get_reports_available()
REPORTS = sorted(list(set(CHOICES_COMMANDS).intersection(REPORTS)))
PARAMETERS_DICT: Dict[str, Any] = {}
def __init__(self, queue: List[str] = None):
"""Constructor"""
super().__init__(queue)
self.update_choices()
def update_choices(self):
"""Update controller choices with reports available under templates folder."""
for report_name in self.REPORTS:
# Extract report parameters do display on menu
self.PARAMETERS_DICT[report_name] = reports_model.extract_parameters(
str(reports_model.REPORTS_FOLDER / report_name)
)
if session and obbff.USE_PROMPT_TOOLKIT:
self.choices: dict = {c: {} for c in self.controller_choices}
self.choices["run"] = {
"--file": {c: None for c in reports_model.USER_REPORTS},
"-f": "--file",
"--parameters": {},
"-p": "--parameters",
}
for report_name in self.REPORTS:
# Completer with limited user choices to avoid unforeseen problems
self.choices[report_name] = {}
for arg in self.PARAMETERS_DICT[report_name]:
if report_name in reports_model.REPORT_CHOICES:
self.choices[report_name][
"--" + arg
] = reports_model.REPORT_CHOICES[report_name]["--" + arg]
self.choices["support"] = self.SUPPORT_CHOICES
self.choices["about"] = self.ABOUT_CHOICES
self.completer = NestedCompleter.from_nested_dict(self.choices)
def print_help(self):
"""Print help."""
self.REPORTS = reports_model.get_reports_available()
self.REPORTS = sorted(
list(set(self.CHOICES_COMMANDS).intersection(self.REPORTS))
)
self.update_choices()
mt = MenuText("reports/")
mt.add_info("_reports_")
mt.add_raw("\n")
mt.add_info("_OpenBB_reports_")
MAX_LEN_NAME = max(len(name) for name in self.REPORTS) + 2
templates_string = ""
for report_name in self.REPORTS:
parameters_names = list(self.PARAMETERS_DICT[report_name].keys())
if len(parameters_names) > 1 or not parameters_names:
args = f"<{'> <'.join(parameters_names)}>"
else:
args = f"<{parameters_names[0]}>"
templates_string += (
f" [cmds]{report_name}[/cmds]"
+ f"{(MAX_LEN_NAME-len(report_name))*' '} "
+ f"[param]{args if args != '<>' else ''}[/param]\n"
)
mt.add_raw(f"{templates_string}")
mt.add_raw("\n")
mt.add_info("_Custom_reports_")
mt.add_cmd("run")
console.print(text=mt.menu_text, menu="Reports - WORK IN PROGRESS")
@log_start_end(log=logger)
def call_etf(self, other_args: List[str]):
self.run_report("etf", other_args)
@log_start_end(log=logger)
def call_forex(self, other_args: List[str]):
self.run_report("forex", other_args)
@log_start_end(log=logger)
def call_portfolio(self, other_args: List[str]):
self.run_report("portfolio", other_args)
@log_start_end(log=logger)
def call_economy(self, other_args: List[str]):
self.run_report("economy", other_args)
@log_start_end(log=logger)
def call_equity(self, other_args: List[str]):
self.run_report("equity", other_args)
@log_start_end(log=logger)
def call_crypto(self, other_args: List[str]):
self.run_report("crypto", other_args)
@log_start_end(log=logger)
def call_forecast(self, other_args: List[str]):
if is_packaged_application():
console.print("This report is disabled for the installed version")
return
try:
import darts # pyright: reportMissingImports=false # noqa: F401, E501 #pylint: disable=import-outside-toplevel, unused-import
from darts import ( # pyright: reportMissingImports=false # noqa: F401, E501 #pylint: disable=import-outside-toplevel, unused-import
utils,
)
forecast = True
except ImportError:
forecast = False
console.print(
"\n'forecast' menu dependencies are not installed."
" This part of the SDK will not be usable.\n\n"
"For more information see the official documentation at: "
"[blue]https://openbb-finance.github.io/OpenBBTerminal/SDK/[/blue]\n"
)
if forecast:
self.run_report("forecast", other_args)
@log_start_end(log=logger)
def run_report(self, report_name: str, other_args: List[str]):
parser = argparse.ArgumentParser(
add_help=False,
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
prog=report_name,
description=f"Run {report_name} report.",
)
if report_name in self.PARAMETERS_DICT:
# Assign respective parameters as arguments
for arg_name, arg_default in self.PARAMETERS_DICT[report_name].items():
choices = reports_model.get_arg_choices(report_name, arg_name)
getattr(parser, "add_argument")(
"--" + arg_name,
type=str,
default=arg_default,
choices=choices,
dest=arg_name,
help=arg_name,
)
if (
other_args
and "-" not in other_args[0][0]
and len(self.PARAMETERS_DICT[report_name]) == 1
):
other_args.insert(
0, "--" + list(self.PARAMETERS_DICT[report_name].keys())[0]
)
ns_parser = parse_simple_args(parser, other_args)
if ns_parser:
cfg.LOGGING_SUPPRESS = True
parameters = vars(ns_parser)
parameters.pop("help")
reports_model.render_report(
input_path=str(reports_model.REPORTS_FOLDER / report_name),
args_dict=parameters,
)
cfg.LOGGING_SUPPRESS = False
else:
console.print("[red]Notebook not found![/red]\n")
@log_start_end(log=logger)
def call_run(self, other_args: List[str]):
"""Process run command"""
parser = argparse.ArgumentParser(
add_help=False,
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
prog="run",
description=f"Run a notebook from this folder: '{str(USER_CUSTOM_REPORTS_DIRECTORY)}'.",
)
parser.add_argument(
"-f",
"--file",
dest="file",
choices=reports_model.USER_REPORTS,
required="-h" not in other_args,
help="The file to be loaded",
)
parser.add_argument(
"-p",
"--parameters",
nargs="+",
dest="parameters",
help="Report parameters with format 'name:value'.",
)
ns_parser = self.parse_known_args_and_warn(parser, other_args)
if ns_parser:
# Validate parameter inputs
parameters_dict = {}
if ns_parser.parameters:
for p in ns_parser.parameters:
if ":" in p:
item = p.split(":")
if item[1]:
parameters_dict[item[0]] = item[1]
else:
console.print(
f"[red]Bad format '{p}': empty value.[/red]\nExecuting with defaults.\n"
)
else:
console.print(
f"[red]Bad format '{p}': use format 'name:value'.[/red]\nExecuting with defaults.\n"
)
if ns_parser.file:
complete_file_path = str(USER_CUSTOM_REPORTS_DIRECTORY / ns_parser.file)
if os.path.exists(complete_file_path):
reports_model.render_report(
input_path=complete_file_path, args_dict=parameters_dict
)
else:
console.print(
f"[red]Notebook '{ns_parser.file}' not found![/red]\n"
)