Refactor

.github/workflows/run-tests.yml

@@ -44,3 +44,4 @@ jobs:
         name: harvest-code-coverage
         fail_ci_if_error: true
         verbose: true
+        token: ${{ secrets.CODECOV_TOKEN }}

.gitignore

@@ -27,5 +27,5 @@ package-lock.json
 .DS_Store
 
 *.log
-env
+.env
 save

.python-version

@@ -1 +1 @@
-3.9.9
+3.9.0

.trunk/configs/.isort.cfg

@@ -0,0 +1,2 @@
+[settings]
+profile=black

.vscode/settings.json

@@ -3,4 +3,7 @@
     "files.trimTrailingWhitespace": true,
     "editor.formatOnSave": true,
     "editor.defaultFormatter": "trunk.io",
+    "cSpell.words": [
+        "Robinhood"
+    ],
 }

CONTRIBUTING.md

@@ -1,50 +1,50 @@
 # Contributing
-Thank you for helping out coding Harvest :). Your help is greatly appreciated. 
+Thank you for helping out coding Harvest :). Your help is greatly appreciated.
 
 ## Workflow
 The coding process is relatively straight-forward:
 1. Choose a task to work on from [open issues](https://github.com/tfukaza/harvest/issues). Alternatively, you can create your own task by [filing a bug report](https://github.com/tfukaza/harvest/issues/new?assignees=&labels=bug&template=bug_report.md&title=%5B%F0%9F%AA%B0BUG%5D) or [submitting a feature suggestion](https://github.com/tfukaza/harvest/issues/new?assignees=&labels=enhancement%2C+question&template=feature-request.md&title=%5B%F0%9F%92%A1Feature+Request%5D).
 2. When working on an issue, notify others you are doing so, so other people are aware of who is working on what.
 3. Clone the repo, and write your code in your own branch.
-4. Run unit tests (as described in a following section). 
+4. Run unit tests (as described in a following section).
 5. Lint your code using [Black](https://github.com/psf/black)
-6. Push your code and make a PR to merge your code to main branch. Currently this project requires the approval of at least one contributor to merge the code. 
+6. Push your code and make a PR to merge your code to main branch. Currently this project requires the approval of at least one contributor to merge the code.
 
 # Developer Guide
-Read through the following guides to understand how to properly set up your development environment. 
+Read through the following guides to understand how to properly set up your development environment.
 
 ## Harvest
 Harvest requires a Python version of 3.9 or greater, and has a lot of dependencies, so it is highly recommended you use tools like Anaconda or VirtualEnv.
 
 ### Installing a Local Build
-Run the following in the root of the project directory to install local changes you made. 
+Run the following in the root of the project directory to install local changes you made.
 ```bash
 pip install .
 ```
 ### Unit Testing
 After any modifications to the code, conduct unit tests by running:
 ```bash
-python -m unittest discover -s tests
+python -m unittest discover -s tests/unittest
 ```
 from the project's root directory. This will run the tests defined in the `tests` directory.
 
 ### Real-Time Testing
-Unit testing does not cover all possible situations Harvest might encounter. Whenever possible, run the program as if you are a user on your own machine to test the code in real-life environments. This is especially true for codes for specific brokerages, which automated unit tests cannot cover.   
+Unit testing does not cover all possible situations Harvest might encounter. Whenever possible, run the program as if you are a user on your own machine to test the code in real-life environments. This is especially true for codes for specific brokerages, which automated unit tests cannot cover.
 
 **Make sure you don't accidentally `git push` secret keys of the brokerage you are using.**
 
 ## Web Interface
-The web interface of Harvest is made with the Svelte framework. 
+The web interface of Harvest is made with the Svelte framework.
 
 ### Running a Dev Server
 Move to the `/gui` directory (not `/harvest/gui`) and run:
 ```bash
 npm run dev
 ```
-This will start the dev server. Any edits you make in `/gui/src` will automatically be built and saved to `/harvest/gui`. 
+This will start the dev server. Any edits you make in `/gui/src` will automatically be built and saved to `/harvest/gui`.
 
 # Coding Practices
-We want to make sure our code is stable and reliable - a good way to do that is to write clean, well-documented code. 
+We want to make sure our code is stable and reliable - a good way to do that is to write clean, well-documented code.
 
 ### Linting
 This project uses the [Black](https://github.com/psf/black) linter to format the code. Before pushing any code, run the linter on every file you edited. This can usually be done by running:
@@ -69,7 +69,7 @@ Good logs and debug messages can not only help users, but other developers under
     * Log error if an API call failed.
 * `raise Exception`: Something really bad happened and the entire system must be shutdown because there is no way to recover. The main difference between raising an exception and logging an error is because if the logged error is not addressed by the user the entire program will still be able to run while raising an exception requires the user to edit their code. For example:
     * Errors if a call to a function that should return something without a solid null case. For example returning an empty list is a fine null case but an empty dictionary or None isn't (since no one checks for the None case).
-    * Errors if the user tried to get a particular stock position from a broker that only supports crypto. The user expects a dictionary but Harvest has no way of providing this. 
+    * Errors if the user tried to get a particular stock position from a broker that only supports crypto. The user expects a dictionary but Harvest has no way of providing this.
 
 ### Documenting
-Every method, no matter how trivial, should be documented. This project uses the [reST format](https://stackabuse.com/python-docstrings/)  
+Every method, no matter how trivial, should be documented. This project uses the [reST format](https://stackabuse.com/python-docstrings/)

examples/crossover.py

@@ -1,6 +1,6 @@
 # HARVEST_SKIP
 from harvest.algo import BaseAlgo
-from harvest.trader import LiveTrader
+from harvest.trader import BrokerHub
 
 
 class Crossover(BaseAlgo):
@@ -21,6 +21,6 @@ def main(self):
 
 
 if __name__ == "__main__":
-    t = LiveTrader()
+    t = BrokerHub()
     t.set_algo(Crossover())
     t.start()

examples/crypto.py

@@ -1,8 +1,8 @@
 # HARVEST_SKIP
 from harvest.algo import BaseAlgo
-from harvest.trader import LiveTrader
-from harvest.api.robinhood import Robinhood
-from harvest.api.paper import PaperBroker
+from harvest.broker.paper import PaperBroker
+from harvest.broker.robinhood import RobinhoodBroker
+from harvest.trader import BrokerHub
 
 """This algorithm trades Dogecoin.
 It also demonstrates some built-in functions.
@@ -100,6 +100,6 @@ def sell_eval(self, ret):
 
 
 if __name__ == "__main__":
-    t = LiveTrader(Robinhood(), PaperBroker())
+    t = BrokerHub(RobinhoodBroker(), PaperBroker())
     t.set_algo(Crypto())
     t.start()

examples/em_alpaca.py

@@ -1,17 +1,18 @@
 # HARVEST_SKIP
 # Builtin imports
-import logging
 import datetime as dt
+import logging
 
-# Harvest imports
-from harvest.algo import BaseAlgo
-from harvest.trader import LiveTrader
-from harvest.api.alpaca import Alpaca
-from harvest.storage.csv_storage import CSVStorage
+import mplfinance as mpf
 
 # Third-party imports
 import pandas as pd
-import mplfinance as mpf
+
+# Harvest imports
+from harvest.algo import BaseAlgo
+from harvest.broker.alpaca import AlpacaBroker
+from harvest.storage.csv_storage import CSVStorage
+from harvest.trader import BrokerHub
 
 
 class EMAlgo(BaseAlgo):
@@ -30,10 +31,8 @@ def main(self):
         now = dt.datetime.now()
         logging.info(f"EMAlgo.main ran at: {now}")
 
-        if now - now.replace(hour=0, minute=0, second=0, microsecond=0) <= dt.timedelta(
-            seconds=60
-        ):
-            logger.info(f"It's a new day! Clearning OHLC caches!")
+        if now - now.replace(hour=0, minute=0, second=0, microsecond=0) <= dt.timedelta(seconds=60):
+            logging.info("It's a new day! Cleaning OHLC caches!")
             for ticker_value in self.tickers.values():
                 ticker_value["ohlc"] = pd.DataFrame()
 
@@ -66,11 +65,9 @@ def process_ticker(self, ticker, ticker_data, current_price, current_ohlc):
     # Store the OHLC data in a folder called `em_storage` with each file stored as a csv document
     csv_storage = CSVStorage(save_dir="em_storage")
     # Our streamer and broker will be Alpaca. My secret keys are stored in `alpaca_secret.yaml`
-    alpaca = Alpaca(
-        path="accounts/alpaca-secret.yaml", is_basic_account=True, paper_trader=True
-    )
+    alpaca = AlpacaBroker(path="accounts/alpaca-secret.yaml", is_basic_account=True, paper_trader=True)
     em_algo = EMAlgo()
-    trader = LiveTrader(streamer=alpaca, broker=alpaca, storage=csv_storage, debug=True)
+    trader = BrokerHub(streamer=alpaca, broker=alpaca, storage=csv_storage, debug=True)
 
     # Watch for Apple and Microsoft
     trader.set_symbol("AAPL")

examples/em_polygon.py

@@ -1,19 +1,20 @@
 # HARVEST_SKIP
 # Builtin imports
-import logging
 import datetime as dt
+import logging
 
-# Harvest imports
-from harvest.algo import BaseAlgo
-from harvest.trader import LiveTrader
-from harvest.api.polygon import PolygonStreamer
-from harvest.api.paper import PaperBroker
-from harvest.storage.csv_storage import CSVStorage
+import matplotlib.pyplot as plt
+import mplfinance as mpf
 
 # Third-party imports
 import pandas as pd
-import matplotlib.pyplot as plt
-import mplfinance as mpf
+
+# Harvest imports
+from harvest.algo import BaseAlgo
+from harvest.broker.paper import PaperBroker
+from harvest.broker.polygon import PolygonBroker
+from harvest.storage.csv_storage import CSVStorage
+from harvest.trader import BrokerHub
 
 
 class EMAlgo(BaseAlgo):
@@ -37,10 +38,8 @@ def main(self):
         logging.info("*" * 20)
         logging.info(f"EMAlgo.main ran at: {now}")
 
-        if now - now.replace(hour=0, minute=0, second=0, microsecond=0) <= dt.timedelta(
-            seconds=60
-        ):
-            logger.info(f"It's a new day! Clearning OHLC caches!")
+        if now - now.replace(hour=0, minute=0, second=0, microsecond=0) <= dt.timedelta(seconds=60):
+            logging.info("It's a new day! Cleaning OHLC caches!")
             for ticker_value in self.tickers.values():
                 ticker_value["ohlc"] = pd.DataFrame(
                     columns=["open", "high", "low", "close", "volume"],
@@ -54,9 +53,7 @@ def main(self):
                 logging.warn("No ohlc returned!")
                 return
             ticker_value["ohlc"] = ticker_value["ohlc"].append(current_ohlc)
-            ticker_value["ohlc"] = ticker_value["ohlc"][
-                ~ticker_value["ohlc"].index.duplicated(keep="first")
-            ]
+            ticker_value["ohlc"] = ticker_value["ohlc"][~ticker_value["ohlc"].index.duplicated(keep="first")]
 
             if ticker_value["initial_price"] is None:
                 ticker_value["initial_price"] = current_price
@@ -90,12 +87,10 @@ def process_ticker(self, ticker, ticker_data, current_price):
     # Store the OHLC data in a folder called `em_storage` with each file stored as a csv document
     csv_storage = CSVStorage(save_dir="em-polygon-storage")
     # Our streamer will be Polygon and the broker will be Harvest's paper trader. My secret keys are stored in `polygon-secret.yaml`
-    polygon = PolygonStreamer(
-        path="accounts/polygon-secret.yaml", is_basic_account=True
-    )
+    polygon = PolygonBroker(path="accounts/polygon-secret.yaml", is_basic_account=True)
     paper = PaperBroker()
     em_algo = EMAlgo()
-    trader = LiveTrader(streamer=polygon, broker=paper, storage=csv_storage, debug=True)
+    trader = BrokerHub(streamer=polygon, broker=paper, storage=csv_storage, debug=True)
 
     trader.set_algo(em_algo)
 

examples/options.py

@@ -1,9 +1,9 @@
 # HARVEST_SKIP
+import datetime as dt
+
 from harvest.algo import BaseAlgo
+from harvest.broker.robinhood import RobinhoodBroker
 from harvest.trader import Trader
-from harvest.api.robinhood import Robinhood
-
-import datetime as dt
 
 """This algorithm trades options every 5 minutes.
 To keep things simple, the logic is very basic, with emphasis on
@@ -22,7 +22,6 @@ def setup(self):
         self.buy_qty = 0
 
     def main(self):
-
         price = self.get_asset_price()
 
         if not self.hold:
@@ -40,9 +39,7 @@ def eval_buy(self, price):
         # Sort so the earliest expiration date is first
         dates.sort()
         # Filter out expiration dates that within 5 days (since they are VERY risky)
-        dates = filter(
-            lambda x: x > self.timestamp.date() + dt.timedelta(days=5), dates
-        )
+        dates = filter(lambda x: x > self.timestamp.date() + dt.timedelta(days=5), dates)
         # Get the option chain
         chain = self.get_option_chain("TWTR", dates[0])
         # Strike price should be greater than current price
@@ -67,7 +64,7 @@ def eval_buy(self, price):
 
 
 if __name__ == "__main__":
-    t = Trader(Robinhood())
+    t = Trader(RobinhoodBroker())
     t.set_algo(Option())
 
     t.start()