Files
OpenBB/openbb_terminal/core/library/trail_map.py
montezdesousa 475ebb5acd [WIP] Migrate user, feature flags and configurations to dataclass (#4309)
* implement user and change is guest

* replace User methods

* move remaining functions to user

* fix bug

* portfolio test

* fix tests

* fix tests

* uncomment skip

* ruff

* start credentials model implementation

* change deault structure

* refacto quandl

* change default struct and file names

* bug

* start using global user

* add comments

* move update flair

* change cfg references in keys model

* reddit & fmp

* refactore additional keys

* remaing config keys

* remove unsude imports and fix hub keys

* ruff

* fix line too long

* unblock unittests

* fix keys model tests

* remove os patch

* fix account controller tests

* fix account controller tests

* fix account model

* account fixed

* fix user tests

* User Model

* User Model

* User Model

* Move session folder

* User Model : grouping the models

* User Model : fix bugs

* Config Plot + bug fix

* User Model : Refactoring plots

* Feature flags

* Remove dup

* clean comments a fix some vars

* fix feature flags controller

* refactor obbff from settings controller

* refactor a bunch of obbff variables

* fix bug blocking terminal

* fix integration tests

* refactor controllers with obbff

* refactor remaining ffs

* remove comments

* log not started

* mispelled variable

* set current user on local model

* User Model : moving files + updating

* User Preferences

* User : Refactor is_guest function + bug fix

* User : refactor is_guest function

* Fix conftest.py

* remove lost obbffs

* typo on fileoverwrite

* Plot config: move variables and start plot dpi

* User : tests

* refactor plot dpi references

* remove plot dpi imports

* refactor some config terminal leftover

* /account/sync : fix bug

* remove configs reload

* start path refactor

* installation paths vs user paths

* remove cfg_plot

* Tests : User Refactoring

* user prefix only for preferences

* user prefix only for preferences

* move user paths

* remove comment

* update apply remote configs

* fix tz not updating

* save some copys

* small fix

* create interface for credentials and preferences

* wrong docstrings fixed

* ruff core

* fix some pref setting

* login is better

* ruff

* ruff

* remove Literal

* add small comment

* Tests : User Refactoring

* Credentials Model : add DataBento

* Fix helper_funcs

* Fixing code

* Tests : fixing

* User Model : freezing the models

* Fixed Income + Databento

* Tests : fixing keys

* black

* ruff

* Tests : user model

* Tests : user model

* Fix linting

* Fix linting

* Linting

* Linting

* Fixing code and tests

* Fix tests

* mypy

* SDK

* Clean ruff cache

* Fix syntax issue

* Update fred_view

* Black

* Linting

* Update code

* Update tests

* Linting

* Linting

* Tests

* Black

* Linting

* Linting

* Mock os.listdir to avoid looking for file that doesnt exist

* Mock options paths

* lint

* Tests : fix

* Code : update

* Tests + Linting

* Tests

* Ruff

* Code : update

* Tests

* Code : update

* Fix workflow

* Code : update

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-05 00:37:19 +01:00

142 lines
4.5 KiB
Python

from pathlib import Path
from typing import Dict, Optional
import dotenv
import pandas as pd
from openbb_terminal.base_helpers import load_env_vars, strtobool
from openbb_terminal.core.config.paths import MISCELLANEOUS_DIRECTORY, SETTINGS_ENV_FILE
from openbb_terminal.rich_config import console
DISABLE_FORECASTING_WARNING = load_env_vars(
"OPENBB_DISABLE_FORECASTING_WARNING", strtobool, False
)
try:
import darts # pylint: disable=W0611 # noqa: F401
from darts import utils # pylint: disable=W0611 # noqa: F401
FORECASTING_TOOLKIT_ENABLED = True
except ModuleNotFoundError:
FORECASTING_TOOLKIT_ENABLED = False
if not DISABLE_FORECASTING_WARNING:
dotenv.set_key(
str(SETTINGS_ENV_FILE), "OPENBB_DISABLE_FORECASTING_WARNING", "True"
)
console.print(
"[yellow]"
"Forecasting Toolkit is disabled. "
"To use the Forecasting features please install the toolkit following the "
"instructions here: https://docs.openbb.co/sdk/quickstart/installation/"
"\n"
"[/yellow]"
)
DISABLE_OPTIMIZATION_WARNING = load_env_vars(
"OPENBB_DISABLE_OPTIMIZATION_WARNING", strtobool, False
)
try:
# import riskfolio # pylint: disable=W0611 # noqa: F401
OPTIMIZATION_TOOLKIT_ENABLED = True
except ModuleNotFoundError:
OPTIMIZATION_TOOLKIT_ENABLED = False
if not DISABLE_OPTIMIZATION_WARNING:
dotenv.set_key(
str(SETTINGS_ENV_FILE), "OPENBB_DISABLE_OPTIMIZATION_WARNING", "True"
)
console.print(
"[yellow]"
"Portfolio Optimization Toolkit is disabled. "
"To use the Optimization features please install the toolkit following the "
"instructions here: https://docs.openbb.co/sdk/quickstart/installation/"
"\n"
"[/yellow]"
)
class TrailMap:
MAP_PATH = MISCELLANEOUS_DIRECTORY / "library" / "trail_map.csv"
MAP_FORECASTING_PATH = (
MISCELLANEOUS_DIRECTORY / "library" / "trail_map_forecasting.csv"
)
MAP_OPTIMIZATION_PATH = (
MISCELLANEOUS_DIRECTORY / "library" / "trail_map_optimization.csv"
)
@classmethod
def load_csv(cls, path: Optional[Path] = None) -> Dict[str, Dict[str, str]]:
path = path or cls.MAP_PATH
df = pd.read_csv(path, keep_default_na=False)
df.set_index("trail", inplace=True)
return df.to_dict(orient="index")
@classmethod
def save_csv(
cls, map_dict: Dict[str, Dict[str, str]], path: Optional[Path] = None
) -> None:
path = path or cls.MAP_PATH
df = pd.DataFrame.from_dict(data=map_dict, orient="index")
df.index.name = "trail"
df.to_csv(path_or_buf=path)
@property
def map_dict(self) -> Dict[str, Dict[str, str]]:
return self.__map_dict
def get_view_function(self, trail: str) -> Optional[str]:
"""Retrieves the view function from the mapping.
Views ends with "_chart".
Args:
trail (str): Trail like "futures.curves_chart"
Returns:
Optional[str]: View function import path.
"""
map_dict = self.__map_dict
trail = trail[: -len("_chart")]
view = None
if trail in map_dict and "view" in map_dict[trail] and map_dict[trail]["view"]:
view = map_dict[trail]["view"]
return view
def get_model_function(self, trail: str) -> Optional[str]:
map_dict = self.map_dict
model = None
if trail in map_dict and "view" in map_dict[trail] and map_dict[trail]["model"]:
model = map_dict[trail]["model"]
return model
def get_model_or_view(self, trail: str) -> str:
model_path = self.get_model_function(trail=trail)
view_path = self.get_view_function(trail=trail)
if model_path:
method_path = model_path
elif view_path:
method_path = view_path
else:
raise AttributeError(f"Unknown method : {trail}")
return method_path
def load(self):
map_dict = self.load_csv(path=self.MAP_PATH)
if FORECASTING_TOOLKIT_ENABLED:
map_forecasting_dict = self.load_csv(path=self.MAP_FORECASTING_PATH)
map_dict = {**map_dict, **map_forecasting_dict}
if OPTIMIZATION_TOOLKIT_ENABLED:
map_optimization_dict = self.load_csv(path=self.MAP_OPTIMIZATION_PATH)
map_dict = {**map_dict, **map_optimization_dict}
self.__map_dict = map_dict
def __init__(self):
self.load()