Source code for tradeexecutor.utils.summarydataframe

"""Summary table dataframe helpers.

You can annotate the format of different values.
"""
import datetime
import enum
from dataclasses import dataclass

import pandas as pd


class Format(enum.Enum):
    """Format different summary value cells."""
    integer = "int"
    percent = "percent"
    dollar = "dollar"
    duration_days_hours = "duration_days_hours"
    duration_hours_minutes = "duration_hours_minutes"
    num_bars = "num_bars"
    decimal = "decimal"

    #: Value cannot be calculated, e.g division by zero
    missing = "missing"



FORMATTERS = {
    Format.integer: "{v:.0f}",
    Format.percent: "{v:.2%}",
    Format.dollar: "${v:,.2f}",
    Format.duration_days_hours: "{days} days {hours} hours",
    Format.duration_hours_minutes: "{hours} hours {minutes} minutes",
    Format.num_bars: "{v:.0f} bars",
    Format.missing: "-",
    Format.decimal: "{v:.2f}"
}


@dataclass(slots=True)
class Value:
    v: object
    format: Format

    def __str__(self):
        return format_value(self)


def as_dollar(v) -> Value:
    """Format value as US dollars"""
    return Value(v, Format.dollar)


def as_integer(v)-> Value:
    """Format value as an integer"""
    return Value(v, Format.integer)


def as_percent(v) -> Value:
    """Format value as a percent"""
    return Value(v, Format.percent)


def as_duration(v: datetime.timedelta) -> Value:
    """Format value as a duration"""
    if v.days > 0:
        return Value(v, Format.duration_days_hours)
    else:
        return Value(v, Format.duration_hours_minutes)

def as_bars(v: float) -> Value:
    """Format value as number of bars. Rounds down so we only use the number of
    fully completed bars."""
    v = int(v)
    return Value(v, Format.num_bars)


def as_missing() -> Value:
    """Format a missing value e.g. because of division by zero"""
    return Value(None, Format.missing)


def as_decimal(v: float) -> Value:
    """Format a decimal value"""
    return Value(v, Format.decimal)


def format_value(v_instance: Value) -> str:
    """Format a single value
    
    :param v_instance: A :py:class:`Value` instance
    
    :return: A formatted string
    """
    assert isinstance(v_instance, Value), f"Expected Value instance, got {v_instance}"
    formatter = FORMATTERS[v_instance.format]
    if v_instance.v is not None:
        # TODO: Remove the hack
        if v_instance.format == Format.num_bars:
            return formatter.format(v=v_instance.v)

        if isinstance(v_instance.v, datetime.timedelta):
            return formatter.format(days=v_instance.v.days, hours=v_instance.v.seconds // 3600, minutes=(v_instance.v.seconds // 60) % 60)
        else:
            return formatter.format(v=float(v_instance.v))
    else:
        # missing values
        return FORMATTERS[Format.missing].format(v=v_instance.v)


def format_values(values: list[Value]) -> list[str]:
    """Format a list of values
    
    :param values: A list of :py:class:`Value` instances

    :return: A list of formatted strings
    """
    return [format_value(v) for v in values]


def create_summary_table(data: dict, column_names: list[str] | str | None = None, index_name: str | None = None) -> pd.DataFrame:
    """Create a summary table from a human readable data.

    * Keys are human readable labels

    * Values are instances of :py:class:`Value`

    TODO: If column_names is not provided, we get column header "zero" that needs to be hidden.

    :param data: Human readable data in the form of a dict

    :param column_names: Column names for the dataframe. If None, no column names are used.

    :param index_name: Name of the index column. If None, no index name is used.

    :return: A styled pandas dataframe
    """

    formatted_data = {}
    counter = 0
    list_length = 0
    for k, v in data.items():
        if isinstance(v, Value):
            formatted_data[k] = format_value(v)
        elif isinstance(v, list):
            if counter == 0:
                list_length = len(v)
            else:
                assert len(v) == list_length, f"If one value in the dict is a list, all values must be lists of the same length. Expected list of length {list_length}, got {v}"
            
            formatted_data[k] = format_values(v)

        counter += 1

    df = pd.DataFrame.from_dict(formatted_data, orient="index")
    if column_names is not None:
        if isinstance(column_names, str):
            column_names = [column_names]
        df.columns = column_names
    if index_name is not None:
        df.index.name = index_name

    # https://pandas.pydata.org/docs/dev/reference/api/pandas.io.formats.style.Styler.hide.html
    df.style.hide(axis="index", names=True)
    df.style.hide(axis="columns", names=False)
    # df.style.hide_columns()
    df.style.set_table_styles([
        {'selector': 'thead', 'props': [('display', 'none')]}
    ])
    return df