Files
OpenBB/tests/openbb_terminal/stocks/fundamental_analysis/test_fa_controller.py
kajdo fedeeaad18 FEAT: EPS and Revenue Estimations from Seeking Alpha (#3402)
* FEAT: EPS and Revenue Estimations from Seeking Alpha

* initial pytest for seekingalpha model and view

* added fa_controller tests for seekingalpha views

* integration tests for epsfc and revfc

* FIX: handling of "no data found"

* merge

* number format fix

* format change according to black linter

* fixed unit tests because prev. recordings didn't match anymore

* change to match linter rules

* fixes

* delete website files"

* update codespell

* Flake

Co-authored-by: kajdo <juergen.kajdocsy@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-12-12 17:55:20 -05:00

601 lines
15 KiB
Python

# IMPORTATION STANDARD
import os
# IMPORTATION THIRDPARTY
import pytest
# IMPORTATION INTERNAL
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"],
)
result_menu = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
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
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=fa_controller.obbff,
attribute="USE_PROMPT_TOOLKIT",
new=True,
)
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",
)
result_menu = fa_controller.FundamentalAnalysisController(
ticker="TSLA", start="10/25/2021", interval="1440min", 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
mocker.patch.object(
target=fa_controller.obbff,
attribute="USE_PROMPT_TOOLKIT",
new=False,
)
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,
)
result_menu = fa_controller.FundamentalAnalysisController(
ticker="TSLA", start="10/25/2021", interval="1440min", suffix="", queue=None
).menu()
assert result_menu == ["help"]
@pytest.mark.vcr(record_mode="none")
@pytest.mark.record_stdout
def test_print_help():
controller = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
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):
controller = fa_controller.FundamentalAnalysisController(
ticker="",
start="",
interval="",
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")
controller = fa_controller.FundamentalAnalysisController(
ticker="TSLA",
start="10/25/2021",
interval="1440min",
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):
controller = fa_controller.FundamentalAnalysisController(
ticker="",
start="",
interval="",
suffix="",
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, mocked_func, other_args, called_with",
[
(
"call_analysis",
"eclect_us_view.display_analysis",
["--export=csv"],
dict(symbol="TSLA", export="csv"),
),
(
"call_mgmt",
"business_insider_view.display_management",
["--export=csv"],
{"symbol": "TSLA", "export": "csv"},
),
(
"call_data",
"finviz_view.display_screen_data",
["--export=csv"],
dict(symbol="TSLA", export="csv"),
),
(
"call_score",
"fmp_view.valinvest_score",
[],
{"TSLA"},
),
(
"call_info",
"yahoo_finance_view.display_info",
[],
{"TSLA"},
),
(
"call_shrs",
"yahoo_finance_view.display_shareholders",
[],
{"TSLA"},
),
(
"call_sust",
"yahoo_finance_view.display_sustainability",
[],
{"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_cal",
"yahoo_finance_view.display_calendar_earnings",
[],
{"TSLA"},
),
(
"call_hq",
"yahoo_finance_view.open_headquarters_map",
[],
{"TSLA"},
),
(
"call_web",
"yahoo_finance_view.open_web",
[],
{"TSLA"},
),
(
"call_overview",
"av_view.display_overview",
[],
{"TSLA"},
),
(
"call_key",
"av_view.display_key",
[],
{"TSLA"},
),
(
"call_key",
"av_view.display_key",
["--export=xlsx"],
dict(symbol="TSLA", export="xlsx"),
),
(
"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",
),
),
(
"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",
),
),
(
"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",
),
),
(
"call_income",
"yahoo_finance_view.display_fundamentals",
["--source=YahooFinance", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="financials",
ratios=False,
plot=[],
export="csv",
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",
),
),
(
"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",
),
),
(
"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",
),
),
(
"call_balance",
"yahoo_finance_view.display_fundamentals",
["--source=YahooFinance", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="balance-sheet",
ratios=False,
plot=[],
export="csv",
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",
),
),
(
"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",
),
),
(
"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",
),
),
(
"call_cash",
"yahoo_finance_view.display_fundamentals",
["--source=YahooFinance", "--export=csv", "--limit=5"],
dict(
symbol="TSLA",
statement="cash-flow",
ratios=False,
plot=[],
export="csv",
limit=5,
),
),
(
"call_earnings",
"av_view.display_earnings",
["--limit=5", "--quarter", "--export=csv", "--source=AlphaVantage"],
dict(
symbol="TSLA",
limit=5,
quarterly=True,
export="csv",
),
),
(
"call_fraud",
"av_view.display_fraud",
["--export=csv"],
dict(
symbol="TSLA",
export="csv",
detail=False,
),
),
(
"call_dcf",
"dcf_view.CreateExcelFA",
["--audit"],
{"TSLA", True},
),
(
"call_warnings",
"market_watch_view.display_sean_seah_warnings",
["--debug"],
{"symbol": "TSLA", "debug": True},
),
],
)
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",
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_data",
"call_score",
"call_info",
"call_shrs",
"call_sust",
"call_cal",
"call_web",
"call_hq",
"call_overview",
"call_key",
"call_income",
"call_balance",
"call_cash",
"call_earnings",
"call_fraud",
"call_dcf",
"call_warnings",
],
)
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,
)
controller = fa_controller.FundamentalAnalysisController(
ticker="AAPL",
start="10/25/2021",
interval="1440min",
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):
controller = fa_controller.FundamentalAnalysisController(
ticker=None,
start="10/25/2021",
interval="1440min",
suffix="",
)
controller.ticker = ticker
result = controller.custom_reset()
assert result == expected