mirror of
https://github.com/OpenBB-finance/OpenBB.git
synced 2026-10-28 21:12:16 +00:00
* 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>
273 lines
9.6 KiB
Python
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"
|
|
)
|