Files
OpenBB/tests/openbb_terminal/reports/test_reports_controller.py
Jeroen Bouma 49641bd9e8 Update the routine, portfolio and screener files and adjust the documentation (#4021)
* Remove undesired example files

* Update the documentation for routines

* Add in video

* Add some additional text

* Add in a routines example that can be activated with --example

* Remove default old examples

* Add portfolio example holdings file

* Add portfolio optimization example allocation file

* Add example files for the portfolio menus

* Remove code that unintentionaly prints the home menu on every routine

* Add home instead of /

* Remove requirement to add file if you have an example

* Ensure portfolio/po/params also talks about docs correctly

* Move all routine, portfolio and screener presets to the correct folder

* Remove presets since they are moved

* Remove presets since they are moved

* Same implementation as for file in po

* Adjust code so it works with new folder

* Adjust code so it works with new folder

* Adjust code a little since I changed folder

* Update screener documentation to include how to create a screener

* Remove old readme

* Update documentation to better reflect where to find the files

* Also update SDK notes

* Update exe with auto complete and more info

* Add images

* Update images and the last script

* Update text to make it more apparent that it has an example attached

* Add section for routine scripts on home menu

* Make call_about more robust and add record and stop

* Update the routine markdown with info about record/stop including video

* Update scripts

* Update portfolio report

* Update tests and report

* fix small load bug

* rewrite help test

* last fix was buggy

* example by default

* fix po integration test

* keep example on arg

* adapt integration test

* fix portfolio integration test

* fix more portfolio integration tests

* pa is not an option anymore

* portfolio report choices only holdings

* update integration test for portfolio report

* Small formatting improvements

* Remove sleep and fix inconsistent return

* Some spelling

* oops

* Fix tests

---------

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-01-30 13:22:32 -05:00

359 lines
9.4 KiB
Python

# IMPORTATION STANDARD
import os
# IMPORTATION THIRDPARTY
import pytest
# IMPORTATION INTERNAL
from openbb_terminal.reports import reports_controller, reports_model
# 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):
path_controller = "openbb_terminal.reports.reports_controller"
# MOCK SWITCH
mocker.patch(
target=f"{path_controller}.ReportController.switch",
return_value=["quit"],
)
result_menu = reports_controller.ReportController(queue=queue).menu()
assert result_menu == expected
@pytest.mark.vcr(record_mode="none")
def test_menu_without_queue_completion(mocker):
path_controller = "openbb_terminal.reports.reports_controller"
# ENABLE AUTO-COMPLETION : HELPER_FUNCS.MENU
mocker.patch(
target="openbb_terminal.feature_flags.USE_PROMPT_TOOLKIT",
new=True,
)
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
mocker.patch.object(
target=reports_controller.obbff,
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 = reports_controller.ReportController(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):
path_controller = "openbb_terminal.reports.reports_controller"
# DISABLE AUTO-COMPLETION
mocker.patch.object(
target=reports_controller.obbff,
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}.ReportController.switch",
new=mock_switch,
)
result_menu = reports_controller.ReportController(queue=None).menu()
assert result_menu == ["help"]
@pytest.mark.vcr(record_mode="none")
@pytest.mark.record_stdout
def test_print_help():
controller = reports_controller.ReportController(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",
"reset",
"reports",
],
),
],
)
def test_switch(an_input, expected_queue):
controller = reports_controller.ReportController(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 = reports_controller.ReportController(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"],
),
("call_exit", ["help"], ["quit", "quit", "help"]),
("call_home", [], ["quit"]),
("call_help", [], []),
("call_quit", [], ["quit"]),
("call_quit", ["help"], ["quit", "help"]),
(
"call_reset",
[],
[
"quit",
"reset",
"reports",
],
),
(
"call_reset",
["help"],
[
"quit",
"reset",
"reports",
"help",
],
),
],
)
def test_call_func_expect_queue(expected_queue, func, queue):
controller = reports_controller.ReportController(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_etf",
[
"--symbol=SPY",
],
"reports_model.render_report",
[],
dict(
input_path=str(reports_model.REPORTS_FOLDER / "etf"),
args_dict={"symbol": "SPY"},
),
),
(
"call_forex",
[
"--symbol=EURUSD",
],
"reports_model.render_report",
[],
dict(
input_path=str(reports_model.REPORTS_FOLDER / "forex"),
args_dict={"symbol": "EURUSD"},
),
),
(
"call_portfolio",
[
"--transactions=holdings_example.xlsx",
],
"reports_model.render_report",
[],
dict(
input_path=str(reports_model.REPORTS_FOLDER / "portfolio"),
args_dict={"transactions": "holdings_example.xlsx"},
),
),
(
"call_economy",
[],
"reports_model.render_report",
[],
dict(
input_path=str(reports_model.REPORTS_FOLDER / "economy"),
args_dict={},
),
),
(
"call_equity",
[
"--symbol=TSLA",
],
"reports_model.render_report",
[],
dict(
input_path=str(reports_model.REPORTS_FOLDER / "equity"),
args_dict={"symbol": "TSLA"},
),
),
(
"call_crypto",
[
"--symbol=BTC",
],
"reports_model.render_report",
[],
dict(
input_path=str(reports_model.REPORTS_FOLDER / "crypto"),
args_dict={"symbol": "BTC"},
),
),
],
)
def test_call_func(
tested_func, mocked_func, other_args, called_args, called_kwargs, mocker
):
path_controller = "openbb_terminal.reports.reports_controller"
# MOCK REMOVE
mocker.patch(target=f"{path_controller}.os.remove")
if mocked_func:
mock = mocker.Mock()
mocker.patch(
target=f"{path_controller}.{mocked_func}",
new=mock,
)
controller = reports_controller.ReportController(queue=None)
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 = reports_controller.ReportController(queue=None)
getattr(controller, tested_func)(other_args)
# TODO: No test for forecast command, because it depends on darts being available
@pytest.mark.vcr(record_mode="none")
@pytest.mark.parametrize(
"tested_func, other_args, mocked_func, called_args, called_kwargs",
[
(
"call_forecast",
[
"--symbol=TSLA",
],
"reports_model.render_report",
[],
dict(
input_path=str(reports_model.REPORTS_FOLDER / "forecast"),
args_dict={"symbol": "TSLA"},
),
),
],
)
def test_call_func_forecast(
tested_func, mocked_func, other_args, called_args, called_kwargs, mocker
):
path_controller = "openbb_terminal.reports.reports_controller"
# MOCK REMOVE
mocker.patch(target=f"{path_controller}.os.remove")
try:
import darts # pyright: reportMissingImports=false # noqa: F401, E501 #pylint: disable=import-outside-toplevel, unused-import
forecast = True
except ImportError:
forecast = False
if forecast:
if mocked_func:
mock = mocker.Mock()
mocker.patch(
target=f"{path_controller}.{mocked_func}",
new=mock,
)
controller = reports_controller.ReportController(queue=None)
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 = reports_controller.ReportController(queue=None)
getattr(controller, tested_func)(other_args)