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https://github.com/Gnucash/gnucash.git
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[price quotes] Add report member function to display quote information to stdout.
Instead of creating price instances in the database.
This commit is contained in:
John Ralls
parent
6ffb0bb633
commit
d97ea77762
@ -92,6 +92,7 @@ public:
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void fetch (QofBook *book);
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void fetch (CommVec& commodities);
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void fetch (gnc_commodity *comm);
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void report (const char* source, const StrVec& commodities, bool verbose);
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const std::string& version() noexcept { return m_version.empty() ? not_found : m_version; }
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const QuoteSources& sources() noexcept { return m_sources; }
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@ -101,8 +102,10 @@ public:
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std::string report_failures() noexcept;
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private:
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std::string query_fq (const char* source, const StrVec& commoditites);
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std::string query_fq (const CommVec&);
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void parse_quotes (const std::string& quote_str, const CommVec& commodities);
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bpt::ptree parse_quotes (const std::string& quote_str);
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void create_quotes(const bpt::ptree& pt, const CommVec& comm_vec);
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std::string comm_vec_to_json_string(const CommVec&) const;
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GNCPrice* parse_one_quote(const bpt::ptree&, gnc_commodity*);
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@ -133,6 +136,9 @@ private:
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};
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static void show_quotes(const bpt::ptree& pt, const StrVec& commodities, bool verbose);
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static void show_currency_quotes(const bpt::ptree& pt, const StrVec& commodities, bool verbose);
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static const std::string empty_string{};
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GncFQQuoteSource::GncFQQuoteSource() :
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@ -293,9 +299,42 @@ GncQuotesImpl::fetch (CommVec& commodities)
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m_failures.clear();
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if (commodities.empty())
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return;
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try
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{
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auto quote_str{query_fq (commodities)};
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auto ptree{parse_quotes (quote_str)};
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create_quotes(ptree, commodities);
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}
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catch (const GncQuoteException& err)
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{
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std::cerr << _("Finance::Quote retrieval failed with error ") << err.what() << std::endl;
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}
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}
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auto quote_str{query_fq (commodities)};
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parse_quotes (quote_str, commodities);
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void
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GncQuotesImpl::report (const char* source, const StrVec& commodities,
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bool verbose)
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{
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bool is_currency{source && strcmp(source, "currency") == 0};
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m_failures.clear();
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if (commodities.empty())
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{
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std::cerr << _("There were no commodities for which to retrieve quotes.") << std::endl;
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return;
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}
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try
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{
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auto quote_str{query_fq (source, commodities)};
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auto ptree{parse_quotes (quote_str)};
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if (is_currency)
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show_currency_quotes(ptree, commodities, verbose);
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else
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show_quotes(ptree, commodities, verbose);
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}
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catch (const GncQuoteException& err)
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{
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std::cerr << _("Finance::Quote retrieval failed with error ") << err.what() << std::endl;
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}
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}
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const QFVec&
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@ -388,11 +427,10 @@ GncQuotesImpl::comm_vec_to_json_string (const CommVec& comm_vec) const
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return result.str();
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}
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std::string
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GncQuotesImpl::query_fq (const CommVec& comm_vec)
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static inline std::string
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get_quotes(const std::string& json_str, const std::unique_ptr<GncQuoteSource>& qs)
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{
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auto json_str{comm_vec_to_json_string(comm_vec)};
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auto [rv, quotes, errors] = m_quotesource->get_quotes(json_str);
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auto [rv, quotes, errors] = qs->get_quotes(json_str);
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std::string answer;
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if (rv == 0)
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@ -408,13 +446,47 @@ GncQuotesImpl::query_fq (const CommVec& comm_vec)
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throw(GncQuoteException(err_str));
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}
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return answer;
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// for (auto line : quotes)
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// PINFO("Output line retrieved from wrapper:\n%s", line.c_str());
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//
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// for (auto line : errors)
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// PINFO("Error line retrieved from wrapper:\n%s",line.c_str());˚
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return answer;
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}
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std::string
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GncQuotesImpl::query_fq (const char* source, const StrVec& commodities)
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{
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bpt::ptree pt;
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auto is_currency{strcmp(source, "currency") == 0};
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if (is_currency && commodities.size() < 2)
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throw(GncQuoteException(_("Currency quotes requires at least two currencies")));
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if (is_currency)
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pt.put("defaultcurrency", commodities[0].c_str());
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else
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pt.put("defaultcurrency", gnc_commodity_get_mnemonic(m_dflt_curr));
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std::for_each(is_currency ? ++commodities.cbegin() : commodities.cbegin(),
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commodities.cend(),
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[this, source, &pt](auto sym)
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{
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std::string key{source};
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key += "." + sym;
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pt.put(key, "");
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});
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std::ostringstream result;
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bpt::write_json(result, pt);
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return get_quotes(result.str(), m_quotesource);
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}
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std::string
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GncQuotesImpl::query_fq (const CommVec& comm_vec)
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{
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auto json_str{comm_vec_to_json_string(comm_vec)};
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return get_quotes(json_str, m_quotesource);
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}
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struct PriceParams
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@ -636,8 +708,8 @@ GncQuotesImpl::parse_one_quote(const bpt::ptree& pt, gnc_commodity* comm)
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return gnc_price;
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}
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void
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GncQuotesImpl::parse_quotes (const std::string& quote_str, const CommVec& comm_vec)
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bpt::ptree
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GncQuotesImpl::parse_quotes (const std::string& quote_str)
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{
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bpt::ptree pt;
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std::istringstream ss {quote_str};
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@ -671,7 +743,12 @@ GncQuotesImpl::parse_quotes (const std::string& quote_str, const CommVec& comm_v
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error_msg += what;
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throw(GncQuoteException(error_msg));
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}
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return pt;
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}
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void
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GncQuotesImpl::create_quotes (const bpt::ptree& pt, const CommVec& comm_vec)
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{
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auto pricedb{gnc_pricedb_get_db(m_book)};
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for (auto comm : comm_vec)
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{
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@ -685,8 +762,134 @@ GncQuotesImpl::parse_quotes (const std::string& quote_str, const CommVec& comm_v
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}
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}
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static void
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show_verbose_quote(const bpt::ptree& comm_pt)
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{
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std::for_each(comm_pt.begin(), comm_pt.end(),
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[](auto elem) {
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std::cout << std::setw(12) << std::right << elem.first << " => " <<
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std::left << elem.second.data() << "\n";
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});
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std::cout << std::endl;
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}
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static void
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show_gnucash_quote(const bpt::ptree& comm_pt)
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{
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constexpr const char* ptr{"<=== "};
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constexpr const char* dptr{"<=\\ "};
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constexpr const char* uptr{"<=/ "};
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//Translators: Means that the preceding element is required
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const char* reqd{C_("Finance::Quote", "required")};
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//Translators: Means that the quote will work best if the preceding element is provided
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const char* rec{C_("Finance::Quote", "recommended")};
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//Translators: Means that one of the indicated elements is required
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const char* oot{C_("Finance::Quote", "one of these")};
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//Translators: Means that the preceding element is optional
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const char* opt{C_("Finance::Quote", "optional")};
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//Translators: Means that a required element wasn't reported. The *s are for emphasis.
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const char* miss{C_("Finance::Quote", "**missing**")};
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const std::string miss_str{miss};
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auto outline{[](const char* label, std::string value, const char* pointer, const char* req) {
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std::cout << std::setw(12) << std::right << label << std::setw(16) << std::left <<
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value << pointer << req << "\n";
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}};
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std::cout << _("Finance::Quote fields GnuCash uses:") << "\n";
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//Translators: The stock or Mutual Fund symbol, ISIN, CUSIP, etc.
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outline(C_("Finance::Quote", "symbol: "), comm_pt.get<char>("symbol", miss), ptr, reqd);
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//Translators: The date of the quote.
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outline(C_("Finance::Quote", "date: "), comm_pt.get<char>("date", miss), ptr, rec);
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//Translators: The quote currency
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outline(C_("Finance::Quote", "currency: "), comm_pt.get<char>("currency", miss), ptr, reqd);
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auto last{comm_pt.get<char>("last", "")};
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auto nav{comm_pt.get<char>("nav", "")};
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auto price{comm_pt.get<char>("nav", "")};
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auto no_price{last.empty() && nav.empty() && price.empty()};
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//Translators: The quote is for the most recent trade on the exchange
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outline(C_("Finance::Quote", "last: "), no_price ? miss_str : last, dptr, "");
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//Translators: The quote is for an open-ended mutual fund and represents the net asset value of one unit of the fund at the previous close of trading.
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outline(C_("Finance::Quote", "nav: "), no_price ? miss_str : nav, ptr, oot);
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//Translators: The quote is neither a last trade nor an NAV.
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outline(C_("Finance::Quote", "price: "), no_price ? miss_str : price, uptr, "");
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std::cout << std::endl;
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}
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static const bpt::ptree empty_tree{};
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static inline const bpt::ptree&
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get_commodity_data(const bpt::ptree& pt, const std::string& comm)
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{
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auto commdata{pt.find(comm)};
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if (commdata == pt.not_found())
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{
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std::cout << comm << " " << _("Finance::Quote returned no data and set no error.") << std::endl;
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return empty_tree;
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}
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auto& comm_pt{commdata->second};
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auto success = comm_pt.get_optional<bool> ("success");
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if (!(success && *success))
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{
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auto errormsg = comm_pt.get_optional<std::string> ("errormsg");
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if (errormsg && !errormsg->empty())
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std::cout << _("Finance::Quote reported a failure for symbol ") <<
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comm << ": " << *errormsg << std::endl;
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else
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std::cout << _("Finance::Quote failed silently to retrieve a quote for symbol ") <<
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comm << std::endl;
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return empty_tree;
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}
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return comm_pt;
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}
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static void
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show_quotes(const bpt::ptree& pt, const StrVec& commodities, bool verbose)
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{
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for (auto comm : commodities)
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{
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auto comm_pt{get_commodity_data(pt, comm)};
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if (comm_pt == empty_tree)
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continue;
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if (verbose)
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{
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std::cout << comm << ":\n";
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show_verbose_quote(comm_pt);
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}
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else
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{
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show_gnucash_quote(comm_pt);
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}
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}
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}
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static void
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show_currency_quotes(const bpt::ptree& pt, const StrVec& commodities, bool verbose)
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{
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auto to_cur{commodities.front()};
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for (auto comm : commodities)
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{
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if (comm == to_cur)
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continue;
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auto comm_pt{get_commodity_data(pt, comm)};
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if (comm_pt == empty_tree)
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continue;
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if (verbose)
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{
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std::cout << comm << ":\n";
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show_verbose_quote(comm_pt);
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}
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else
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{
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std::cout << "1 " << comm << " = " <<
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comm_pt.get<char>("last", "Not Found") << " " << to_cur << "\n";
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}
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std::cout << std::endl;
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}
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}
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/********************************************************************
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* gnc_quotes_get_quotable_commodities
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* list commodities in a given namespace that get price quotes
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@ -805,6 +1008,12 @@ void GncQuotes::fetch (gnc_commodity *comm)
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m_impl->fetch (comm);
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}
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void GncQuotes::report (const char* source, const StrVec& commodities,
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bool verbose)
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{
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m_impl->report(source, commodities, verbose);
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}
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const std::string& GncQuotes::version() noexcept
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{
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return m_impl->version ();
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@ -91,7 +91,14 @@ public:
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* @note Commodity must have a quote source set or the call will silently fail.
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*/
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void fetch (gnc_commodity *comm);
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/** Report quote results from Finance::Quote to std::cout.
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*
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* @param source A valid quote source
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* @param commodities A std::vector of symbols to request quotes for.
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* @note If requesting currency rates the first symbol is the to-currency and the rest are from-currencies. For example, {"USD", "EUR", "CAD"} will print the price of 1 Euro and 1 Canadian Dollar in US Dollars.
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* @param verbose Ignored for currency queries. If false it will print the six fields GnuCash uses regardless of whether a value was returned; if true it will print all of the fields for which Finanace::Quote returned values.
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*/
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void report (const char* source, const StrVec& commodities, bool verbose = false);
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/** Get the installed Finance::Quote version
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*
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* @return the Finance::Quote version string
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@ -142,10 +142,10 @@ TEST_F(GncQuotesTest, online_wiggle)
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quotes.fetch(m_book);
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auto pricedb{gnc_pricedb_get_db(m_book)};
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auto failures{quotes.failures()};
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ASSERT_EQ(2u, failures.size());
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ASSERT_EQ(1u, failures.size());
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EXPECT_EQ(GncQuoteError::QUOTE_FAILED, std::get<2>(failures[0]));
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EXPECT_EQ(GncQuoteError::QUOTE_FAILED, std::get<2>(failures[1]));
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EXPECT_EQ(2u, gnc_pricedb_get_num_prices(pricedb));
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// EXPECT_EQ(GncQuoteError::QUOTE_FAILED, std::get<2>(failures[1]));
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EXPECT_EQ(3u, gnc_pricedb_get_num_prices(pricedb));
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}
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#endif
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@ -164,6 +164,29 @@ TEST_F(GncQuotesTest, offline_wiggle)
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EXPECT_EQ(3u, gnc_pricedb_get_num_prices(pricedb));
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}
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TEST_F(GncQuotesTest, offline_report)
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{
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StrVec quote_vec{
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"{\"AAPL\":{\"eps\":6.05,\"success\":1,\"year_range\":\" 129.04 - 182.94\",\"currency\":\"USD\",\"exchange\":\"Sourced from Yahoo Finance (as JSON)\",\"volume\":73539475,\"close\":157.22,\"high\":158.39,\"open\":156.64,\"div_yield\":0.5660857,\"last\":157.96,\"isodate\":\"2022-09-01\",\"method\":\"yahoo_json\",\"name\":\"AAPL (Apple Inc.)\",\"pe\":26.10909,\"low\":154.67,\"type\":\"EQUITY\",\"symbol\":\"AAPL\",\"date\":\"09/01/2022\"},\"HPE\":{\"symbol\":\"HPE\",\"date\":\"09/01/2022\",\"low\":13.13,\"type\":\"EQUITY\",\"method\":\"yahoo_json\",\"name\":\"HPE (Hewlett Packard Enterprise Comp)\",\"isodate\":\"2022-09-01\",\"pe\":4.7921147,\"last\":13.37,\"high\":13.535,\"close\":13.6,\"open\":13.5,\"div_yield\":3.5294116,\"volume\":16370483,\"exchange\":\"Sourced from Yahoo Finance (as JSON)\",\"currency\":\"USD\",\"year_range\":\" 12.4 - 17.76\",\"eps\":2.79,\"success\":1},\"FKCM\":{\"success\":0,\"symbol\":\"FKCM\",\"errormsg\":\"Error retrieving quote for FKCM - no listing for this name found. Please check symbol and the two letter extension (if any)\"}}"
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};
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StrVec commodities{"AAPL", "HPE", "FKCM"};
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StrVec err_vec;
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GncQuotesImpl quotes(m_book, std::make_unique<GncMockQuoteSource>(std::move(quote_vec), std::move(err_vec)));
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quotes.report("yahoo_json", commodities, false);
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quotes.report("yahoo_json", commodities, true);
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}
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TEST_F(GncQuotesTest, offline_currency_report)
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{
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StrVec quote_vec{
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"{\"EUR\":{\"symbol\":\"EUR\",\"currency\":\"USD\",\"success\":\"1\",\"inverted\":0,\"last\":1.0004}}"};
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StrVec commodities{"USD", "EUR"};
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StrVec err_vec;
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GncQuotesImpl quotes(m_book, std::make_unique<GncMockQuoteSource>(std::move(quote_vec), std::move(err_vec)));
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quotes.report("currency", commodities, false);
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quotes.report("currency", commodities, true);
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}
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TEST_F(GncQuotesTest, comvec_fetch)
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{
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StrVec quote_vec{
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