Files
OpenBB/tests/gamestonk_terminal/stocks/technical_analysis/test_ta_controller.py
Theodore Aptekarev e1b6022b9c Global plot styles (#1228)
* Add default stylesheets

* Add terminal style helper class and global style initialization in cfg

* Style comments and docstrings

* Load rich terminal theme from config file

* Add application chart styles to candle charts

* Add todos

* Remove explicit color setting for some ta charts

* Add user styles folder to gitignore

* Update default stylesheets

* Add matplotlib font manager support

* Add matplotlib font manager support

* Update docstrings and default style

* Update stocks candle chart formatting (return fig to style title)

* Style common ta overlap view

* Make up and down market colors a part of the style helper

* Update stylesheets

* Style common ta volume view

* Style common ta momentum view

* Style common ta trend indicators view

* Style common ta volatility view

* Style common ta volume view

* Style common ta custom indicators view

* Fix styling bugs and remove the obvious time x lablel

* Style charts in the covid menu

* Set legend position to upper left in the mpl stylesheet

* Add mpl_rcparams configs for parameters not covered by stylesheets

* Remove font configuration files

* Update style class utility functions

* Implement passing external axes and style utility usage in ema & stoch

* Add theme watermark and output helpers

* Rename style to theme

* Update helper usage in ta/ma and ta/stoch

* Update style to theme in sample menus

* Style forex (#1305)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Update code layout in oanda view and black

* Style common TA (#1315)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Add linewidth to theme for use in mpf's addplots

* Add vwap to the stocks notebook api

* Update common/ta overlap to follow charting style

* Apply style on TerminalStyle init

* Enable infrastructure for excluding non-trading days from plots

* Update notebook api to include there and resolve bandit warning

* Update ta/common/overlap to exclude non-trading days

* Enable external ax, style and non-trading days in common/ta/momentum

* Enable external ax, style and non-trading days in common/ta/trend

* Update vwap to the argument naming convention

* Enable external ax, style and non-trading days in common/ta/volatility

* Enable external ax, style and non-trading days in common/ta/volume

* Enable external ax, style and non-trading days in common/ta/custom

* Fix controller tests

* Forgot to disable rewriting of the cassettes ...

* Fix controller errors that came up because a merge conflict

* Fix price label position on fib

* Fix line having wrong x values in fib

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Style economy (#1308)

* Began converting

* Added alphavan_view

* Added CNN View

* Updated nasdaq view, fixed glitch

* Added fred

* Refactored URL

* Theo's requested changes

* Updated docstrings

* Updated tests

* Fixed pylint

* Fixed tests

* Theo changes

* Econ Fix

* Refactor chart style for Crypto context (#1306)

* Remove mock for gff

* Mock visualize_output helper function

* Refactor

* Fix plot helper

* Update legend loc

* Refactor mplfinance candle plot

* Fix errors in the helper function

* Fix binbook having the wrong call_ function name

* Remove hardcoded style params

* Resolve kwargs future warning from pandas

* Remove warnings import

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* funds + custom (#1311)

* funds + custom

* cleanup cleanup everybody everywhere

* Fix external axes conditional and a typo

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add external axes mode to covid charts (#1328)

* Add portfolio menu plots (#1318)

* Portfolio view plots (commenting out report stuff)

* PA Menu broken.  Commenting out and fix tests

* portfolio optimization

* comment out commented api line

* Add notes on disabling the pa submenu

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Plot updates in common BA (#1335)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Etf refactor (#1323)

* Refactored no ETF

* Fixed gtff import

* Fixed tests

* Fix pie chart style

* Refactored etf/candle

* Added pylint fix

* Fixed tests

* Update candle chart layout

* Update etf controller test

* Remove strange binary file

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Expose ETF candle function in the notebooks API

* Common BA and Common QA charts update (#1342)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Remove scientific notation

* Black imports

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>

* Options refactor (#1324)

* Fixed alphaquery_view

* finished options

* Fixed pylint

* Fixed tests

* Fixed tests

* Fixed tests

* update yfinance

* Tradier + Chartexchange

* change mocks from gtff to theme.visualize output

* tests

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: james <jmaslek11@gmail.com>

* Refactor Stocks menu (#1325)

* Fix backtesting menu

* Refactor comparison analysis

* Refactor Dark pool shorts

* Refactor rest of menu

* Fix test

* Fix tests failing

* Fix tests fail

* Fix test failing

* Remove record mode=none to record new output

* Rewrite test output

* Rewrite test outputs

* Adding more rewritten test output

* Mock plt.show

* Mock missing plt.show

* Missing @pytest.mark.vcr

* Updating tests : common/behavioural_analysis/finbrain

* Improve notebooks API coverage for CA and DPS

* Silence annoying flake8 warning

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Charts update for common/pred (#1344)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Style pred helper and controllers

* Update ETS plot

* Update plots in KNN and pred helper

* Update plot and pretty table for arima

* Update plot for common/pred/regression

* Refactor mc_view

* Fix linting

* Fix mypy

* Move plot title to the axis level to make more vertical space

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>

* linter

* Update common/ba test data

* Change etf candle to match stock candle

* try updating sia test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-02-11 20:33:16 -05:00

783 lines
20 KiB
Python

# IMPORTATION STANDARD
import os
from datetime import datetime
# IMPORTATION THIRDPARTY
import pandas as pd
import pytest
# IMPORTATION INTERNAL
from gamestonk_terminal.stocks.technical_analysis import ta_controller
# pylint: disable=E1101
# pylint: disable=W0603
# pylint: disable=E1111
EMPTY_DF = pd.DataFrame()
MOCK_STOCK_DF = pd.read_csv(
"tests/gamestonk_terminal/stocks/technical_analysis/csv/test_ta_controller/stock_df.csv",
index_col=0,
)
@pytest.fixture(scope="module")
def vcr_config():
return {
"filter_headers": [("User-Agent", None)],
"filter_query_parameters": [
("period1", "MOCK_PERIOD_1"),
("period2", "MOCK_PERIOD_2"),
("date", "MOCK_DATE"),
],
}
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"queue, expected",
[
(["load", "help"], []),
(["quit", "help"], ["help"]),
],
)
def test_menu_with_queue(expected, mocker, queue):
path_controller = "gamestonk_terminal.stocks.technical_analysis.ta_controller"
# MOCK SWITCH
mocker.patch(
target=f"{path_controller}.TechnicalAnalysisController.switch",
return_value=["quit"],
)
result_menu = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=EMPTY_DF,
queue=queue,
).menu()
assert result_menu == expected
@pytest.mark.vcr(record_mode="none")
def test_menu_without_queue_completion(mocker):
path_controller = "gamestonk_terminal.stocks.technical_analysis.ta_controller"
# ENABLE AUTO-COMPLETION : HELPER_FUNCS.MENU
mocker.patch(
target="gamestonk_terminal.feature_flags.USE_PROMPT_TOOLKIT",
new=True,
)
mocker.patch(
target="gamestonk_terminal.parent_classes.session",
)
mocker.patch(
target="gamestonk_terminal.parent_classes.session.prompt",
return_value="quit",
)
# DISABLE AUTO-COMPLETION : CONTROLLER.COMPLETER
# DISABLE AUTO-COMPLETION
mocker.patch.object(
target=ta_controller.gtff,
attribute="USE_PROMPT_TOOLKIT",
new=True,
)
mocker.patch(
target=f"{path_controller}.session",
)
mocker.patch(
target=f"{path_controller}.session.prompt",
return_value="quit",
)
result_menu = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=EMPTY_DF,
queue=None,
).menu()
assert result_menu == []
@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):
path_controller = "gamestonk_terminal.stocks.technical_analysis.ta_controller"
# DISABLE AUTO-COMPLETION
mocker.patch.object(
target=ta_controller.gtff,
attribute="USE_PROMPT_TOOLKIT",
new=False,
)
mocker.patch(
target=f"{path_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=f"{path_controller}.TechnicalAnalysisController.switch",
new=mock_switch,
)
result_menu = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=EMPTY_DF,
queue=None,
).menu()
assert result_menu == []
@pytest.mark.vcr(record_mode="none")
@pytest.mark.record_stdout
@pytest.mark.parametrize(
"start",
[
datetime.strptime("2021-12-01", "%Y-%m-%d"),
None,
],
)
def test_print_help(start):
controller = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=start,
interval="MOCK_INTERVAL",
stock=EMPTY_DF,
queue=None,
)
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",
"load MOCK_TICKER",
"ta",
],
),
],
)
def test_switch(an_input, expected_queue):
controller = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=MOCK_STOCK_DF,
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")
controller = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=EMPTY_DF,
queue=None,
)
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",
"load MOCK_TICKER",
"ta",
],
),
(
"call_reset",
["help"],
[
"quit",
"quit",
"reset",
"stocks",
"load MOCK_TICKER",
"ta",
"help",
],
),
],
)
def test_call_func_expect_queue(expected_queue, func, queue):
controller = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=EMPTY_DF,
queue=queue,
)
result = getattr(controller, func)([])
assert result is None
assert controller.queue == expected_queue
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"tested_func, other_args, mocked_func, called_args, called_kwargs",
[
(
"call_load",
[
"MOCK_TICKER",
"--start=2021-12-01",
"--end=2021-12-02",
"--interval=1",
"--source=yf",
"--prepost",
],
"stocks_helper.load",
[
"MOCK_TICKER",
datetime.strptime("2021-12-01", "%Y-%m-%d"),
1,
datetime.strptime("2021-12-02", "%Y-%m-%d"),
True,
"yf",
],
dict(),
),
(
"call_view",
[],
"finviz_view.view",
[
"MOCK_TICKER",
],
dict(),
),
(
"call_summary",
[],
"finbrain_view.technical_summary_report",
[
"MOCK_TICKER",
],
dict(),
),
(
"call_recom",
[
"--screener=cfd",
"--exchange=MOCK_EXCHANGE",
"--interval=1m",
"--export=csv",
],
"tradingview_view.print_recommendation",
[],
dict(
ticker="MOCK_TICKER",
screener="cfd",
exchange="MOCK_EXCHANGE",
interval="1m",
export="csv",
),
),
(
"call_ema",
[
"1,2",
"--offset=2",
"--export=csv",
],
"overlap_view.view_ma",
[],
dict(
ma_type="EMA",
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
length=[1, 2],
offset=2,
export="csv",
),
),
(
"call_sma",
[
"1,2",
"--offset=2",
"--export=csv",
],
"overlap_view.view_ma",
[],
dict(
ma_type="SMA",
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
length=[1, 2],
offset=2,
export="csv",
),
),
(
"call_wma",
[
"1,2",
"--offset=2",
"--export=csv",
],
"overlap_view.view_ma",
[],
dict(
ma_type="WMA",
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
length=[1, 2],
offset=2,
export="csv",
),
),
(
"call_hma",
[
"1,2",
"--offset=2",
"--export=csv",
],
"overlap_view.view_ma",
[],
dict(
ma_type="HMA",
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
length=[1, 2],
offset=2,
export="csv",
),
),
(
"call_vwap",
[
"--offset=2",
"--export=csv",
],
"overlap_view.view_vwap",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
s_interval="MOCK_INTERVAL",
offset=2,
export="csv",
),
),
(
"call_zlma",
[
"1,2",
"--offset=2",
"--export=csv",
],
"overlap_view.view_ma",
[],
dict(
ma_type="ZLMA",
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
length=[1, 2],
offset=2,
export="csv",
),
),
(
"call_cci",
[
"--length=1",
"--scalar=2",
"--export=csv",
],
"momentum_view.display_cci",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
length=1,
scalar=2,
export="csv",
),
),
(
"call_macd",
[
"--fast=1",
"--slow=2",
"--signal=3",
"--export=csv",
],
"momentum_view.display_macd",
[],
dict(
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
n_fast=1,
n_slow=2,
n_signal=3,
export="csv",
),
),
(
"call_rsi",
[
"1",
"--scalar=2",
"--drift=3",
"--export=csv",
],
"momentum_view.display_rsi",
[],
dict(
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
length=1,
scalar=2,
drift=3,
export="csv",
),
),
(
"call_stoch",
[
"--fastkperiod=1",
"--slowdperiod=2",
"--slowkperiod=3",
"--export=csv",
],
"momentum_view.display_stoch",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
fastkperiod=1,
slowdperiod=2,
slowkperiod=3,
export="csv",
),
),
(
"call_fisher",
[
"1",
"--export=csv",
],
"momentum_view.display_fisher",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
length=1,
export="csv",
),
),
(
"call_cg",
[
"1",
"--export=csv",
],
"momentum_view.display_cg",
[],
dict(
s_ticker="MOCK_TICKER",
series=MOCK_STOCK_DF["Adj Close"],
length=1,
export="csv",
),
),
(
"call_adx",
[
"1",
"--scalar=2",
"--drift=3",
"--export=csv",
],
"trend_indicators_view.display_adx",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
length=1,
scalar=2,
drift=3,
export="csv",
),
),
(
"call_aroon",
[
"1",
"--scalar=2",
"--export=csv",
],
"trend_indicators_view.display_aroon",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
length=1,
scalar=2,
export="csv",
),
),
(
"call_bbands",
[
"1",
"--std=2",
"--mamode=MOCK_MAMODE",
"--export=csv",
],
"volatility_view.display_bbands",
[],
dict(
ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
length=1,
n_std=2,
mamode="MOCK_MAMODE",
export="csv",
),
),
(
"call_donchian",
[
"--length_upper=1",
"--length_lower=2",
"--export=csv",
],
"volatility_view.display_donchian",
[],
dict(
ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
upper_length=1,
lower_length=2,
export="csv",
),
),
(
"call_kc",
[
"1",
"--scalar=2",
"--mamode=sma",
"--offset=3",
"--export=csv",
],
"volatility_view.view_kc",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
length=1,
scalar=2,
mamode="sma",
offset=3,
export="csv",
),
),
(
"call_ad",
[
"--open",
"--export=csv",
],
"volume_view.display_ad",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
use_open=True,
export="csv",
),
),
(
"call_adosc",
[
"--open",
"--fast_length=1",
"--slow_length=2",
"--export=csv",
],
"volume_view.display_adosc",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
use_open=True,
fast=1,
slow=2,
export="csv",
),
),
(
"call_obv",
[
"--export=csv",
],
"volume_view.display_obv",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
export="csv",
),
),
(
"call_fib",
[
"1",
"--start=2021-12-01",
"--end=2021-12-02",
"--export=csv",
],
"custom_indicators_view.fibonacci_retracement",
[],
dict(
s_ticker="MOCK_TICKER",
ohlc=MOCK_STOCK_DF,
period=1,
start_date=datetime.strptime("2021-12-01", "%Y-%m-%d"),
end_date=datetime.strptime("2021-12-02", "%Y-%m-%d"),
export="csv",
),
),
],
)
def test_call_func(
tested_func, mocked_func, other_args, called_args, called_kwargs, mocker
):
path_controller = "gamestonk_terminal.stocks.technical_analysis.ta_controller"
if mocked_func:
mock = mocker.Mock()
mocker.patch(
target=f"{path_controller}.{mocked_func}",
new=mock,
)
controller = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=MOCK_STOCK_DF,
queue=None,
)
controller.screen_tickers = ["PM"]
getattr(controller, tested_func)(other_args)
if called_args or called_kwargs:
mock.assert_called_once_with(*called_args, **called_kwargs)
else:
mock.assert_called_once()
else:
controller = ta_controller.TechnicalAnalysisController(
ticker="MOCK_TICKER",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="MOCK_INTERVAL",
stock=EMPTY_DF,
queue=None,
)
controller.screen_tickers = ["PM"]
getattr(controller, tested_func)(other_args)
@pytest.mark.vcr
def test_call_load(mocker):
# FORCE SINGLE THREADING
yf_download = ta_controller.stocks_helper.yf.download
def mock_yf_download(*args, **kwargs):
kwargs["threads"] = False
return yf_download(*args, **kwargs)
mocker.patch("yfinance.download", side_effect=mock_yf_download)
controller = ta_controller.TechnicalAnalysisController(
ticker="TSLA",
start=datetime.strptime("2021-12-01", "%Y-%m-%d"),
interval="1440",
stock=pd.DataFrame(),
queue=None,
)
other_args = [
"TSLA",
"--start=2021-12-17",
"--end=2021-12-18",
]
controller.call_load(other_args=other_args)