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OpenBB/tests/openbb_terminal/stocks/fundamental_analysis/test_fa_controller.py
Colin Delahunty 1ca7fd9beb Improves the settings/userdata command, and upgrade ruff (#5359)
* Began the fax

* Bumped ruff

* Fixed a BUNCH of ruff errors

* Fixed a lot of ruff errors

* Simplify if statements

* Fixed black

* Updated some stuff

* Updated some stuff

* A lot more ruff fixes

* Added a fix

* Added a fix

* Fixed mypy

* Fixed some stuff

* Reverted one thing

* Small fix

* Small fix

* Small fix

* Added fix

* Added fix

* Update requirements
2023-08-22 20:11:48 +00:00

731 lines
19 KiB
Python

# IMPORTATION STANDARD
import os
import pandas as pd
# IMPORTATION THIRDPARTY
import pytest
# IMPORTATION INTERNAL
from openbb_terminal.core.session.current_user import PreferencesModel, copy_user
from openbb_terminal.stocks.fundamental_analysis import fa_controller
# pylint: disable=E1101
# pylint: disable=W0603
# pylint: disable=E1111
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"queue, expected",
[
(["load", "help"], ["help"]),
(["quit", "help"], ["help"]),
],
)
def test_menu_with_queue(expected, mocker, queue):
mocker.patch(
target=(
"openbb_terminal.stocks.fundamental_analysis.fa_controller."
"FundamentalAnalysisController.switch"
),
return_value=["quit"],
)
stock = pd.DataFrame()
result_menu = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
stock=stock,
suffix="",
queue=queue,
).menu()
assert result_menu == expected
@pytest.mark.vcr(record_mode="none")
def test_menu_without_queue_completion(mocker):
# ENABLE AUTO-COMPLETION : HELPER_FUNCS.MENU
preferences = PreferencesModel(USE_PROMPT_TOOLKIT=True)
mock_current_user = copy_user(preferences=preferences)
mocker.patch(
target="openbb_terminal.core.session.current_user.__current_user",
new=mock_current_user,
)
mocker.patch(
target="openbb_terminal.parent_classes.session",
)
mocker.patch(
target="openbb_terminal.parent_classes.session.prompt",
return_value="quit",
)
# DISABLE AUTO-COMPLETION : CONTROLLER.COMPLETER
preferences = PreferencesModel(USE_PROMPT_TOOLKIT=True)
mock_current_user = copy_user(preferences=preferences)
mocker.patch(
target="openbb_terminal.core.session.current_user.__current_user",
new=mock_current_user,
)
mocker.patch(
target="openbb_terminal.stocks.fundamental_analysis.fa_controller.session",
)
mocker.patch(
target="openbb_terminal.stocks.fundamental_analysis.fa_controller.session.prompt",
return_value="quit",
)
stock = pd.DataFrame()
result_menu = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
stock=stock,
suffix="",
queue=None,
).menu()
assert result_menu == ["help"]
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"mock_input",
["help", "homee help", "home help", "mock"],
)
def test_menu_without_queue_sys_exit(mock_input, mocker):
# DISABLE AUTO-COMPLETION
preferences = PreferencesModel(USE_PROMPT_TOOLKIT=True)
mock_current_user = copy_user(preferences=preferences)
mocker.patch(
target="openbb_terminal.core.session.current_user.__current_user",
new=mock_current_user,
)
mocker.patch(
target="openbb_terminal.stocks.fundamental_analysis.fa_controller.session",
return_value=None,
)
# MOCK USER INPUT
mocker.patch("builtins.input", return_value=mock_input)
# MOCK SWITCH
class SystemExitSideEffect:
def __init__(self):
self.first_call = True
def __call__(self, *args, **kwargs):
if self.first_call:
self.first_call = False
raise SystemExit()
return ["quit"]
mock_switch = mocker.Mock(side_effect=SystemExitSideEffect())
mocker.patch(
target=(
"openbb_terminal.stocks.fundamental_analysis.fa_controller."
"FundamentalAnalysisController.switch"
),
new=mock_switch,
)
stock = pd.DataFrame()
result_menu = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
stock=stock,
suffix="",
queue=None,
).menu()
assert result_menu == ["help"]
@pytest.mark.vcr(record_mode="none")
@pytest.mark.record_stdout
def test_print_help():
stock = pd.DataFrame()
controller = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
stock=stock,
suffix="",
)
controller.print_help()
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"an_input, expected_queue",
[
("", []),
("/help", ["home", "help"]),
("help/help", ["help", "help"]),
("q", ["quit"]),
("h", []),
("r", ["quit", "quit", "reset", "stocks", "fa"]),
],
)
def test_switch(an_input, expected_queue):
stock = pd.DataFrame()
controller = fa_controller.FundamentalAnalysisController(
ticker="",
start="",
interval="",
stock=stock,
suffix="",
queue=None,
)
queue = controller.switch(an_input=an_input)
assert queue == expected_queue
@pytest.mark.vcr(record_mode="none")
def test_call_cls(mocker):
mocker.patch("os.system")
stock = pd.DataFrame()
controller = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
stock=stock,
suffix="",
)
controller.call_cls([])
assert controller.queue == []
os.system.assert_called_once_with("cls||clear")
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"func, queue, expected_queue",
[
(
"call_exit",
[],
[
"quit",
"quit",
"quit",
],
),
("call_exit", ["help"], ["quit", "quit", "quit", "help"]),
("call_home", [], ["quit", "quit"]),
("call_help", [], []),
("call_quit", [], ["quit"]),
("call_quit", ["help"], ["quit", "help"]),
(
"call_reset",
[],
["quit", "quit", "reset", "stocks", "fa"],
),
(
"call_reset",
["help"],
["quit", "quit", "reset", "stocks", "fa", "help"],
),
],
)
def test_call_func_expect_queue(expected_queue, queue, func):
stock = pd.DataFrame()
controller = fa_controller.FundamentalAnalysisController(
ticker="",
start="",
interval="",
stock=stock,
suffix="",
queue=queue,
)
result = getattr(controller, func)([])
assert result is None
assert controller.queue == expected_queue
@pytest.mark.vcr()
@pytest.mark.parametrize(
"tested_func, mocked_func, other_args, called_with",
[
(
"call_analysis",
"eclect_us_view.display_analysis",
["--export=csv"],
dict(symbol="TSLA", export="csv", sheet_name=None),
),
(
"call_mgmt",
"business_insider_view.display_management",
["--export=csv"],
dict(symbol="TSLA", export="csv", sheet_name=None),
),
(
"call_overview",
"finviz_view.display_screen_data",
["--source=Finviz", "--export=csv"],
dict(symbol="TSLA", export="csv", sheet_name=None),
),
(
"call_score",
"fmp_view.valinvest_score",
[],
{"TSLA"},
),
(
"call_overview",
"yahoo_finance_view.display_info",
["--source=YahooFinance"],
{"TSLA"},
),
(
"call_shrs",
"yahoo_finance_view.display_shareholders",
[],
{"TSLA"},
),
(
"call_dupont",
"av_view.display_dupont",
[],
{"TSLA"},
),
(
"call_epsfc",
"seeking_alpha_view.display_eps_estimates",
[],
{"TSLA"},
),
(
"call_revfc",
"seeking_alpha_view.display_rev_estimates",
[],
{"TSLA"},
),
(
"call_earnings",
"yahoo_finance_view.display_earnings",
["--source=YahooFinance"],
{"TSLA"},
),
(
"call_overview",
"av_view.display_overview",
["--source=AlphaVantage"],
{"TSLA"},
),
(
"call_metrics",
"av_view.display_key",
["--source=AlphaVantage"],
{"TSLA"},
),
(
"call_metrics",
"av_view.display_key",
["--source=AlphaVantage", "--export=xlsx"],
dict(symbol="TSLA", export="xlsx", sheet_name=None),
),
(
"call_income",
"av_view.display_income_statement",
["--source=AlphaVantage", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_income",
"polygon_view.display_fundamentals",
["--source=Polygon", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="income",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_income",
"fmp_view.display_income_statement",
["--source=FinancialModelingPrep", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_income",
"yahoo_finance_view.display_fundamentals",
["--source=YahooFinance", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="financials",
ratios=False,
plot=[],
export="csv",
sheet_name=None,
limit=5,
),
),
(
"call_balance",
"av_view.display_balance_sheet",
["--source=AlphaVantage", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_balance",
"polygon_view.display_fundamentals",
["--source=Polygon", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="balance",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_balance",
"fmp_view.display_balance_sheet",
["--source=FinancialModelingPrep", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_balance",
"yahoo_finance_view.display_fundamentals",
["--source=YahooFinance", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="balance-sheet",
ratios=False,
plot=[],
export="csv",
sheet_name=None,
limit=5,
),
),
(
"call_cash",
"av_view.display_cash_flow",
["--source=AlphaVantage", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_cash",
"fmp_view.display_cash_flow",
["--source=FinancialModelingPrep", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_cash",
"polygon_view.display_fundamentals",
["--source=Polygon", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="cash",
limit=5,
quarterly=False,
ratios=False,
plot=[],
export="csv",
sheet_name=None,
),
),
(
"call_cash",
"yahoo_finance_view.display_fundamentals",
["--source=YahooFinance", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="cash-flow",
ratios=False,
plot=[],
export="csv",
sheet_name=None,
limit=5,
),
),
(
"call_earnings",
"av_view.display_earnings",
["--limit=5", "--quarter", "--export=csv"],
dict(symbol="TSLA", limit=5, quarterly=True, export="csv", sheet_name=None),
),
(
"call_fraud",
"av_view.display_fraud",
["--export=csv"],
dict(
symbol="TSLA",
export="csv",
sheet_name=None,
detail=False,
),
),
(
"call_dcf",
"dcf_view.CreateExcelFA",
["--audit"],
{"TSLA", True},
),
(
"call_warnings",
"marketwatch_view.display_sean_seah_warnings",
["--debug"],
{"symbol": "TSLA", "debug": True},
),
(
"call_rating",
"finviz_view.analyst",
["--source=Finviz"],
{"symbol": "TSLA", "export": "", "sheet_name": None},
),
(
"call_rating",
"finviz_view.analyst",
["--source=Finviz", "--export=csv"],
{"symbol": "TSLA", "export": "csv", "sheet_name": None},
),
(
"call_rating",
"finviz_view.analyst",
["--source=Finviz", "--export=json"],
{"symbol": "TSLA", "export": "json", "sheet_name": None},
),
(
"call_rating",
"finviz_view.analyst",
["--source=Finviz", "--export=xlsx"],
{"symbol": "TSLA", "export": "xlsx", "sheet_name": None},
),
(
"call_pt",
"business_insider_view.display_price_target_from_analysts",
["--limit=10"],
{
"symbol": "TSLA",
"data": None,
"start_date": "10/25/2021",
"limit": 10,
"raw": False,
"export": "",
"sheet_name": None,
},
),
(
"call_est",
"business_insider_view.display_estimates",
[],
{
"symbol": "TSLA",
"estimate": "annual_earnings",
"export": "",
"sheet_name": None,
},
),
(
"call_rot",
"finnhub_view.rating_over_time",
["--limit=10"],
{
"symbol": "TSLA",
"limit": 10,
"raw": False,
"export": "",
"sheet_name": None,
},
),
(
"call_rating",
"fmp_view.rating",
["--source=FinancialModelingPrep", "--limit=10"],
{
"symbol": "TSLA",
"limit": 10,
"export": "",
"sheet_name": None,
},
),
(
"call_sec",
"nasdaq_view.sec_filings",
["--limit=10"],
{
"symbol": "TSLA",
"limit": 10,
"export": "",
"sheet_name": None,
"year": None,
"form_group": None,
},
),
(
"call_supplier",
"csimarket_view.suppliers",
[],
{
"symbol": "TSLA",
"export": "",
"sheet_name": None,
},
),
],
)
def test_call_func(tested_func, mocked_func, other_args, called_with, mocker):
mock = mocker.Mock()
mocker.patch(
"openbb_terminal.stocks.fundamental_analysis." + mocked_func,
new=mock,
)
fa = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
stock=None,
suffix="",
)
getattr(fa, tested_func)(other_args=other_args)
if isinstance(called_with, dict):
mock.assert_called_once_with(**called_with)
elif isinstance(called_with, list):
mock.assert_called_once_with(*called_with)
else:
mock.assert_called_once()
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"func",
[
"call_analysis",
"call_mgmt",
"call_overview",
"call_mktcap",
"call_score",
"call_shrs",
"call_growth",
"call_metrics",
"call_income",
"call_balance",
"call_cash",
"call_earnings",
"call_fraud",
"call_divs",
"call_dcf",
"call_dcfc",
"call_splits",
"call_warnings",
"call_ratios",
"call_dupont",
"call_epsfc",
"call_revfc",
"call_pt",
"call_est",
"call_rot",
"call_rating",
"call_sec",
"call_supplier",
"call_customer",
],
)
def test_call_func_no_parser(func, mocker):
mocker.patch(
"openbb_terminal.stocks.fundamental_analysis.fa_controller"
".FundamentalAnalysisController.parse_known_args_and_warn",
return_value=None,
)
stock = pd.DataFrame()
controller = fa_controller.FundamentalAnalysisController(
ticker="AAPL",
start="10/25/2021",
interval="1440min",
stock=stock,
suffix="",
)
func_result = getattr(controller, func)(other_args=list())
assert func_result is None
controller.parse_known_args_and_warn.assert_called_once()
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"ticker, expected",
[
(None, []),
("MOCK_TICKER", ["stocks", "load MOCK_TICKER", "fa"]),
],
)
def test_custom_reset(expected, ticker):
stock = pd.DataFrame()
controller = fa_controller.FundamentalAnalysisController(
ticker=None,
start="10/25/2021",
interval="1440min",
stock=stock,
suffix="",
)
controller.ticker = ticker
result = controller.custom_reset()
assert result == expected