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terminal.py
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terminal.py
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#!/usr/bin/env python
"""Main Terminal Module"""
__docformat__ = "numpy"
import argparse
import difflib
import logging
import os
import platform
import sys
from typing import List
from pathlib import Path
import pytz
import dotenv
from prompt_toolkit.completion import NestedCompleter
from openbb_terminal.core.config.constants import REPO_DIR, ENV_FILE
from openbb_terminal import feature_flags as obbff
from openbb_terminal.helper_funcs import (
check_path,
get_flair,
get_user_timezone_or_invalid,
parse_known_args_and_warn,
replace_user_timezone,
set_export_folder,
)
from openbb_terminal.loggers import setup_logging
from openbb_terminal.menu import session
from openbb_terminal.parent_classes import BaseController
from openbb_terminal.rich_config import console
from openbb_terminal.terminal_helper import (
about_us,
bootup,
is_reset,
print_goodbye,
reset,
suppress_stdout,
update_terminal,
welcome_message,
)
# pylint: disable=too-many-public-methods,import-outside-toplevel,too-many-branches
logger = logging.getLogger(__name__)
env_file = str(ENV_FILE)
class TerminalController(BaseController):
"""Terminal Controller class"""
CHOICES_COMMANDS = [
"update",
"about",
"keys",
"settings",
"tz",
"exe",
"export",
]
CHOICES_MENUS = [
"stocks",
"economy",
"crypto",
"portfolio",
"forex",
"etf",
"jupyter",
"funds",
"alternative",
"econometrics",
]
PATH = "/"
all_timezones = pytz.all_timezones
def __init__(self, jobs_cmds: List[str] = None):
"""Constructor"""
super().__init__(jobs_cmds)
if session and obbff.USE_PROMPT_TOOLKIT:
choices: dict = {c: None for c in self.controller_choices}
choices["tz"] = {c.replace("/", "-"): None for c in self.all_timezones}
self.completer = NestedCompleter.from_nested_dict(choices)
self.queue: List[str] = list()
if jobs_cmds:
self.queue = " ".join(jobs_cmds).split("/")
self.update_success = False
def print_help(self):
"""Print help"""
console.print( # nosec
text=f"""
[info]Multiple jobs queue (where each '/' denotes a new command).[/info]
E.g. '/stocks $ disc/ugs -n 3/../load tsla/candle'
[info]If you want to jump from crypto/ta to stocks you can use an absolute path that starts with a slash (/).[/info]
E.g. '/crypto/ta $ /stocks'
[info]The previous logic also holds for when launching the terminal.[/info]
E.g. '$ python terminal.py /stocks/disc/ugs -n 3/../load tsla/candle'
[info]You can run a standalone .openbb routine file with:[/info]
E.g. '$ python terminal.py routines/example.openbb'
[info]You can run a .openbb routine file with variable inputs:[/info]
E.g. '$ python terminal.py routines/example_with_inputs.gst --input pltr,tsla,nio'
[info]The main commands you should be aware when navigating through the terminal are:[/info][cmds]
cls clear the screen
help / h / ? help menu
quit / q / .. quit this menu and go one menu above
exit exit the terminal
reset / r reset the terminal and reload configs from the current location
resources only available on main contexts (not sub-menus)
about about us
update update terminal automatically
tz set different timezone
export select export folder to output data
exe execute automated routine script[/cmds][menu]
> settings set feature flags and style charts
> keys set API keys and check their validity[/menu]
[param]Export Folder:[/param] {obbff.EXPORT_FOLDER_PATH if obbff.EXPORT_FOLDER_PATH else 'DEFAULT (folder: exports/)'}
[param]Timezone: [/param] {get_user_timezone_or_invalid()}
[menu]
> stocks
> crypto
> etf
> economy
> forex
> funds
> alternative
> econometrics
> portfolio
> jupyter[/menu]
""",
menu="Home",
)
def call_update(self, _):
"""Process update command"""
self.update_success = not update_terminal()
def call_keys(self, _):
"""Process keys command"""
from openbb_terminal.keys_controller import KeysController
self.queue = self.load_class(KeysController, self.queue, env_file)
def call_settings(self, _):
"""Process settings command"""
from openbb_terminal.settings_controller import SettingsController
self.queue = self.load_class(SettingsController, self.queue)
def call_about(self, _):
"""Process about command"""
about_us()
def call_stocks(self, _):
"""Process stocks command"""
from openbb_terminal.stocks.stocks_controller import StocksController
self.queue = self.load_class(StocksController, self.queue)
def call_crypto(self, _):
"""Process crypto command"""
from openbb_terminal.cryptocurrency.crypto_controller import CryptoController
self.queue = self.load_class(CryptoController, self.queue)
def call_economy(self, _):
"""Process economy command"""
from openbb_terminal.economy.economy_controller import EconomyController
self.queue = self.load_class(EconomyController, self.queue)
def call_etf(self, _):
"""Process etf command"""
from openbb_terminal.etf.etf_controller import ETFController
self.queue = self.load_class(ETFController, self.queue)
def call_funds(self, _):
"""Process etf command"""
from openbb_terminal.mutual_funds.mutual_fund_controller import (
FundController,
)
self.queue = self.load_class(FundController, self.queue)
def call_forex(self, _):
"""Process forex command"""
from openbb_terminal.forex.forex_controller import ForexController
self.queue = self.load_class(ForexController, self.queue)
def call_jupyter(self, _):
"""Process jupyter command"""
if not obbff.PACKAGED_APPLICATION:
from openbb_terminal.jupyter.jupyter_controller import JupyterController
self.queue = self.load_class(JupyterController, self.queue)
else:
console.print("This feature is coming soon.")
console.print(
"Use the source code and an Anaconda environment if you are familiar with Python."
)
def call_alternative(self, _):
"""Process alternative command"""
from openbb_terminal.alternative.alt_controller import (
AlternativeDataController,
)
self.queue = self.load_class(AlternativeDataController, self.queue)
def call_econometrics(self, _):
"""Process econometrics command"""
from openbb_terminal.econometrics.econometrics_controller import (
EconometricsController,
)
self.queue = EconometricsController(self.queue).menu()
def call_portfolio(self, _):
"""Process portfolio command"""
from openbb_terminal.portfolio.portfolio_controller import (
PortfolioController,
)
self.queue = self.load_class(PortfolioController, self.queue)
def call_tz(self, other_args: List[str]):
"""Process tz command"""
tz_parser = argparse.ArgumentParser(
add_help=False,
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
description="""
Setting a different timezone
""",
)
tz_parser.add_argument(
"-tz",
dest="timezone",
help="Choose timezone",
required="-h" not in other_args,
)
if other_args and "-tz" not in other_args[0] and "-h" not in other_args[0]:
other_args.insert(0, "-tz")
tz_ns_parser = parse_known_args_and_warn(tz_parser, other_args)
if tz_ns_parser:
if tz_ns_parser.timezone:
replace_user_timezone(tz_ns_parser.timezone.replace("-", "/"))
def call_export(self, other_args: List[str]):
"""Process export command"""
if other_args or self.queue:
if other_args:
export_path = ""
else:
# Re-add the initial slash for an absolute directory provided
export_path = "/"
other_args += self.queue
self.queue = []
export_path += "/".join(other_args)
base_path = os.path.dirname(os.path.abspath(__file__))
default_path = os.path.join(base_path, "exports")
success_export = False
while not success_export:
if export_path.upper() == "DEFAULT":
console.print(
f"Export data to be saved in the default folder: '{default_path}'"
)
set_export_folder(env_file, path_folder="")
success_export = True
else:
# If the path selected does not start from the user root, give relative location from terminal root
if export_path[0] == "~":
# TODO: Consider changing
# `os.environ["HOME"]` to `os.path.expanduser("~")`
# for cross platform support
export_path = export_path.replace("~", os.environ["HOME"])
elif export_path[0] != "/":
export_path = os.path.join(base_path, export_path)
# Check if the directory exists
if os.path.isdir(export_path):
console.print(
f"Export data to be saved in the selected folder: '{export_path}'"
)
set_export_folder(env_file, path_folder=export_path)
success_export = True
else:
console.print(
"[red]The path selected to export data does not exist![/red]\n"
)
user_opt = "None"
while user_opt not in ("Y", "N"):
user_opt = input(
f"Do you wish to create folder: `{export_path}` ? [Y/N]\n"
).upper()
if user_opt == "Y":
os.makedirs(export_path)
console.print(
f"[green]Folder '{export_path}' successfully created.[/green]"
)
set_export_folder(env_file, path_folder=export_path)
else:
# Do not update export_folder path since we will keep the same as before
path_display = (
obbff.EXPORT_FOLDER_PATH
if obbff.EXPORT_FOLDER_PATH
else "DEFAULT (folder: exports/)"
)
console.print(
"[yellow]Export data to keep being saved in"
+ f"the selected folder: {path_display}[/yellow]"
)
success_export = True
console.print()
def call_exe(self, other_args: List[str]):
"""Process exe command"""
# Merge rest of string path to other_args and remove queue since it is a dir
other_args += self.queue
if not other_args:
console.print(
"[red]Provide a path to the routine you wish to execute.\n[/red]"
)
return
full_input = " ".join(other_args)
if " " in full_input:
other_args_processed = full_input.split(" ")
else:
other_args_processed = [full_input]
self.queue = []
path_routine = ""
args = list()
for idx, path_dir in enumerate(other_args_processed):
if path_dir in ("-i", "--input"):
args = [path_routine[1:]] + other_args_processed[idx:]
break
if path_dir not in ("-p", "--path"):
path_routine += f"/{path_dir}"
if not args:
args = [path_routine[1:]]
parser_exe = argparse.ArgumentParser(
add_help=False,
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
prog="exe",
description="Execute automated routine script.",
)
parser_exe.add_argument(
"-p",
"--path",
help="The path or .gst file to run.",
dest="path",
default="",
type=check_path,
required="-h" not in args,
)
parser_exe.add_argument(
"-i",
"--input",
help="Select multiple inputs to be replaced in the routine and separated by commas. E.g. GME,AMC,BTC-USD",
dest="routine_args",
type=lambda s: [str(item) for item in s.split(",")],
default=None,
)
if args and "-" not in args[0][0]:
args.insert(0, "-p")
ns_parser_exe = parse_known_args_and_warn(parser_exe, args)
if ns_parser_exe:
if ns_parser_exe.path:
with open(ns_parser_exe.path) as fp:
raw_lines = [
x for x in fp if (not is_reset(x)) and ("#" not in x) and x
]
raw_lines = [
raw_line.strip("\n")
for raw_line in raw_lines
if raw_line.strip("\n")
]
if ns_parser_exe.routine_args:
lines = list()
idx = 0
for rawline in raw_lines:
templine = rawline
for i, arg in enumerate(ns_parser_exe.routine_args):
templine = templine.replace(f"$ARGV[{i}]", arg)
lines.append(templine)
else:
lines = raw_lines
simulate_argv = f"/{'/'.join([line.rstrip() for line in lines])}"
file_cmds = simulate_argv.replace("//", "/home/").split()
file_cmds = (
insert_start_slash(file_cmds) if file_cmds else file_cmds
)
cmds_with_params = " ".join(file_cmds)
self.queue = [val for val in cmds_with_params.split("/") if val]
if "export" in self.queue[0]:
export_path = self.queue[0].split(" ")[1]
# If the path selected does not start from the user root, give relative location from root
if export_path[0] == "~":
export_path = export_path.replace("~", os.environ["HOME"])
elif export_path[0] != "/":
export_path = os.path.join(
os.path.dirname(os.path.abspath(__file__)), export_path
)
# Check if the directory exists
if os.path.isdir(export_path):
console.print(
f"Export data to be saved in the selected folder: '{export_path}'"
)
else:
os.makedirs(export_path)
console.print(
f"[green]Folder '{export_path}' successfully created.[/green]"
)
obbff.EXPORT_FOLDER_PATH = export_path
self.queue = self.queue[1:]
# pylint: disable=global-statement
def terminal(jobs_cmds: List[str] = None, appName: str = "gst"):
"""Terminal Menu"""
# TODO: HELP WANTED! Refactor the appName setting if a more elegant solution comes up
if obbff.PACKAGED_APPLICATION:
appName = "gst_packaged"
setup_logging(appName)
logger.info("START")
log_settings()
if jobs_cmds is not None and jobs_cmds:
logger.info("INPUT: %s", "/".join(jobs_cmds))
export_path = ""
if jobs_cmds and "export" in jobs_cmds[0]:
export_path = jobs_cmds[0].split("/")[0].split(" ")[1]
jobs_cmds = ["/".join(jobs_cmds[0].split("/")[1:])]
ret_code = 1
t_controller = TerminalController(jobs_cmds)
an_input = ""
if export_path:
# If the path selected does not start from the user root, give relative location from terminal root
if export_path[0] == "~":
export_path = export_path.replace("~", os.environ["HOME"])
elif export_path[0] != "/":
export_path = os.path.join(
os.path.dirname(os.path.abspath(__file__)), export_path
)
# Check if the directory exists
if os.path.isdir(export_path):
console.print(
f"Export data to be saved in the selected folder: '{export_path}'"
)
else:
os.makedirs(export_path)
console.print(
f"[green]Folder '{export_path}' successfully created.[/green]"
)
obbff.EXPORT_FOLDER_PATH = export_path
bootup()
if not jobs_cmds:
welcome_message()
t_controller.print_help()
env_files = [f for f in os.listdir() if f.endswith(".env")]
if env_files:
global env_file
env_file = env_files[0]
dotenv.load_dotenv(env_file)
else:
# create env file
Path(".env")
while ret_code:
if obbff.ENABLE_QUICK_EXIT:
console.print("Quick exit enabled")
break
# There is a command in the queue
if t_controller.queue and len(t_controller.queue) > 0:
# If the command is quitting the menu we want to return in here
if t_controller.queue[0] in ("q", "..", "quit"):
print_goodbye()
break
if obbff.ENABLE_EXIT_AUTO_HELP and len(t_controller.queue) > 1:
t_controller.queue = t_controller.queue[1:]
# Consume 1 element from the queue
an_input = t_controller.queue[0]
t_controller.queue = t_controller.queue[1:]
# Print the current location because this was an instruction and we want user to know what was the action
if an_input and an_input.split(" ")[0] in t_controller.CHOICES_COMMANDS:
console.print(f"{get_flair()} / $ {an_input}")
# Get input command from user
else:
# Get input from user using auto-completion
if session and obbff.USE_PROMPT_TOOLKIT:
try:
an_input = session.prompt(
f"{get_flair()} / $ ",
completer=t_controller.completer,
search_ignore_case=True,
)
except KeyboardInterrupt:
print_goodbye()
break
# Get input from user without auto-completion
else:
an_input = input(f"{get_flair()} / $ ")
try:
# Process the input command
t_controller.queue = t_controller.switch(an_input)
if an_input in ("q", "quit", "..", "exit"):
print_goodbye()
break
# Check if the user wants to reset application
if an_input in ("r", "reset") or t_controller.update_success:
ret_code = reset(t_controller.queue if t_controller.queue else [])
if ret_code != 0:
print_goodbye()
break
except SystemExit:
logger.exception(
"The command '%s' doesn't exist on the / menu.",
an_input,
)
console.print(
f"\nThe command '{an_input}' doesn't exist on the / menu", end=""
)
similar_cmd = difflib.get_close_matches(
an_input.split(" ")[0] if " " in an_input else an_input,
t_controller.controller_choices,
n=1,
cutoff=0.7,
)
if similar_cmd:
if " " in an_input:
candidate_input = (
f"{similar_cmd[0]} {' '.join(an_input.split(' ')[1:])}"
)
if candidate_input == an_input:
an_input = ""
t_controller.queue = []
console.print("\n")
continue
an_input = candidate_input
else:
an_input = similar_cmd[0]
console.print(f" Replacing by '{an_input}'.")
t_controller.queue.insert(0, an_input)
else:
console.print("\n")
def insert_start_slash(cmds: List[str]) -> List[str]:
if not cmds[0].startswith("/"):
cmds[0] = f"/{cmds[0]}"
if cmds[0].startswith("/home"):
cmds[0] = f"/{cmds[0][5:]}"
return cmds
def log_settings() -> None:
"""Log settings"""
settings_dict = {}
settings_dict["tab"] = "True" if obbff.USE_TABULATE_DF else "False"
settings_dict["cls"] = "True" if obbff.USE_CLEAR_AFTER_CMD else "False"
settings_dict["color"] = "True" if obbff.USE_COLOR else "False"
settings_dict["promptkit"] = "True" if obbff.USE_PROMPT_TOOLKIT else "False"
settings_dict["predict"] = "True" if obbff.ENABLE_PREDICT else "False"
settings_dict["thoughts"] = "True" if obbff.ENABLE_THOUGHTS_DAY else "False"
settings_dict["reporthtml"] = "True" if obbff.OPEN_REPORT_AS_HTML else "False"
settings_dict["exithelp"] = "True" if obbff.ENABLE_EXIT_AUTO_HELP else "False"
settings_dict["rcontext"] = "True" if obbff.REMEMBER_CONTEXTS else "False"
settings_dict["rich"] = "True" if obbff.ENABLE_RICH else "False"
settings_dict["richpanel"] = "True" if obbff.ENABLE_RICH_PANEL else "False"
settings_dict["ion"] = "True" if obbff.USE_ION else "False"
settings_dict["watermark"] = "True" if obbff.USE_WATERMARK else "False"
settings_dict["autoscaling"] = "True" if obbff.USE_PLOT_AUTOSCALING else "False"
settings_dict["dt"] = "True" if obbff.USE_DATETIME else "False"
settings_dict["packaged"] = "True" if obbff.PACKAGED_APPLICATION else "False"
settings_dict["python"] = str(platform.python_version())
settings_dict["os"] = str(platform.system())
logger.info("SETTINGS: %s ", str(settings_dict))
def run_scripts(
path: str,
test_mode: bool = False,
verbose: bool = False,
routines_args: List[str] = None,
):
"""Runs a given .openbb scripts
Parameters
----------
path : str
The location of the .openbb file
test_mode : bool
Whether the terminal is in test mode
verbose : bool
Whether to run tests in verbose mode
routines_args : List[str]
One or multiple inputs to be replaced in the routine and separated by commas. E.g. GME,AMC,BTC-USD
"""
if os.path.isfile(path):
with open(path) as fp:
raw_lines = [x for x in fp if (not is_reset(x)) and ("#" not in x) and x]
raw_lines = [
raw_line.strip("\n") for raw_line in raw_lines if raw_line.strip("\n")
]
if routines_args:
lines = list()
for rawline in raw_lines:
templine = rawline
for i, arg in enumerate(routines_args):
templine = templine.replace(f"$ARGV[{i}]", arg)
lines.append(templine)
else:
lines = raw_lines
if test_mode and "exit" not in lines[-1]:
lines.append("exit")
export_folder = ""
if "export" in lines[0]:
export_folder = lines[0].split("export ")[1].rstrip()
lines = lines[1:]
simulate_argv = f"/{'/'.join([line.rstrip() for line in lines])}"
file_cmds = simulate_argv.replace("//", "/home/").split()
file_cmds = insert_start_slash(file_cmds) if file_cmds else file_cmds
if export_folder:
file_cmds = [f"export {export_folder}{' '.join(file_cmds)}"]
else:
file_cmds = [" ".join(file_cmds)]
if not test_mode:
terminal(file_cmds, appName="openbb_script")
# TODO: Add way to track how many commands are tested
else:
if verbose:
terminal(file_cmds, appName="openbb_script")
else:
with suppress_stdout():
terminal(file_cmds, appName="openbb_script")
else:
console.print(f"File '{path}' doesn't exist. Launching base terminal.\n")
if not test_mode:
terminal()
def main(
debug: bool,
test: bool,
filtert: str,
paths: List[str],
verbose: bool,
routines_args: List[str] = None,
):
"""
Runs the terminal with various options
Parameters
----------
debug : bool
Whether to run the terminal in debug mode
test : bool
Whether to run the terminal in integrated test mode
filtert : str
Filter test files with given string in name
paths : List[str]
The paths to run for scripts or to test
verbose : bool
Whether to show output from tests
routines_args : List[str]
One or multiple inputs to be replaced in the routine and separated by commas. E.g. GME,AMC,BTC-USD
"""
if test:
os.environ["DEBUG_MODE"] = "true"
if paths == []:
console.print("Please send a path when using test mode")
return
test_files = []
for path in paths:
if "openbb" in path:
file = os.path.join(os.path.abspath(os.path.dirname(__file__)), path)
test_files.append(file)
else:
folder = os.path.join(os.path.abspath(os.path.dirname(__file__)), path)
files = [
f"{folder}/{name}"
for name in os.listdir(folder)
if os.path.isfile(os.path.join(folder, name))
and name.endswith(".openbb")
and (filtert in f"{folder}/{name}")
]
test_files += files
test_files.sort()
SUCCESSES = 0
FAILURES = 0
fails = {}
length = len(test_files)
i = 0
console.print("[green]OpenBB Terminal Integrated Tests:\n[/green]")
for file in test_files:
file = file.replace("//", "/")
file_name = file[file.rfind(REPO_DIR.name) :].replace( # noqa: E203
"\\", "/"
)
console.print(f"{file_name} {((i/length)*100):.1f}%")
try:
if not os.path.isfile(file):
raise ValueError("Given file does not exist")
run_scripts(file, test_mode=True, verbose=verbose)
SUCCESSES += 1
except Exception as e:
fails[file] = e
FAILURES += 1
i += 1
if fails:
console.print("\n[red]Failures:[/red]\n")
for key, value in fails.items():
file_name = key[key.rfind(REPO_DIR.name) :].replace( # noqa: E203
"\\", "/"
)
logger.error("%s: %s failed", file_name, value)
console.print(f"{file_name}: {value}\n")
console.print(
f"Summary: [green]Successes: {SUCCESSES}[/green] [red]Failures: {FAILURES}[/red]"
)
else:
if debug:
os.environ["DEBUG_MODE"] = "true"
if isinstance(paths, list) and paths[0].endswith(".openbb"):
run_scripts(paths[0], routines_args=routines_args)
elif paths:
argv_cmds = list([" ".join(paths).replace(" /", "/home/")])
argv_cmds = insert_start_slash(argv_cmds) if argv_cmds else argv_cmds
terminal(argv_cmds)
else:
terminal()
if __name__ == "__main__":
parser = argparse.ArgumentParser(
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
prog="terminal",
description="The gamestonk terminal.",
)
parser.add_argument(
"-d",
"--debug",
dest="debug",
action="store_true",
default=False,
help="Runs the terminal in debug mode.",
)
parser.add_argument(
"-p",
"--path",
help="The path or .openbb file to run.",
dest="path",
nargs="+",
default="",
type=str,
)
parser.add_argument(
"-t",
"--test",
dest="test",
action="store_true",
default=False,
help="Whether to run in test mode.",
)
parser.add_argument(
"-f",
"--filter",
help="Send a keyword to filter in file name",
dest="filtert",
default="",
type=str,
)
parser.add_argument(
"-v", "--verbose", dest="verbose", action="store_true", default=False
)
parser.add_argument(
"-i",
"--input",
help="Select multiple inputs to be replaced in the routine and separated by commas. E.g. GME,AMC,BTC-USD",
dest="routine_args",
type=lambda s: [str(item) for item in s.split(",")],
default=None,
)
if sys.argv[1:] and "-" not in sys.argv[1][0]:
sys.argv.insert(1, "-p")
ns_parser = parser.parse_args()
main(
ns_parser.debug,
ns_parser.test,
ns_parser.filtert,
ns_parser.path,
ns_parser.verbose,
ns_parser.routine_args,
)