Files
catalyst/zipline/utils/calendars/calendar_utils.py
T
2016-09-07 21:58:15 -04:00

267 lines
8.4 KiB
Python

from zipline.errors import (
CalendarNameCollision,
CyclicCalendarAlias,
InvalidCalendarName,
)
from zipline.utils.calendars.exchange_calendar_cfe import CFEExchangeCalendar
from zipline.utils.calendars.exchange_calendar_ice import ICEExchangeCalendar
from zipline.utils.calendars.exchange_calendar_nyse import NYSEExchangeCalendar
from zipline.utils.calendars.exchange_calendar_cme import CMEExchangeCalendar
from zipline.utils.calendars.exchange_calendar_bmf import BMFExchangeCalendar
from zipline.utils.calendars.exchange_calendar_lse import LSEExchangeCalendar
from zipline.utils.calendars.exchange_calendar_tsx import TSXExchangeCalendar
from zipline.utils.calendars.us_futures_calendar import (
QuantopianUSFuturesCalendar,
)
_default_calendar_factories = {
'NYSE': NYSEExchangeCalendar,
'CME': CMEExchangeCalendar,
'ICE': ICEExchangeCalendar,
'CFE': CFEExchangeCalendar,
'BMF': BMFExchangeCalendar,
'LSE': LSEExchangeCalendar,
'TSX': TSXExchangeCalendar,
'us_futures': QuantopianUSFuturesCalendar,
}
_default_calendar_aliases = {
'NASDAQ': 'NYSE',
'BATS': 'NYSE',
'CBOT': 'CME',
'COMEX': 'CME',
'NYMEX': 'CME',
'ICEUS': 'ICE',
'NYFE': 'ICE',
}
class TradingCalendarDispatcher(object):
"""
A class for dispatching and caching trading calendars.
Methods of a global instance of this class are provided by
zipline.utils.calendar_utils.
Parameters
----------
calendars : dict[str -> TradingCalendar]
Initial set of calendars.
calendar_factories : dict[str -> function]
Factories for lazy calendar creation.
aliases : dict[str -> str]
Calendar name aliases.
"""
def __init__(self, calendars, calendar_factories, aliases):
self._calendars = calendars
self._calendar_factories = calendar_factories
self._aliases = aliases
def get_calendar(self, name):
"""
Retrieves an instance of an TradingCalendar whose name is given.
Parameters
----------
name : str
The name of the TradingCalendar to be retrieved.
Returns
-------
TradingCalendar
The desired calendar.
"""
canonical_name = self.resolve_alias(name)
try:
return self._calendars[canonical_name]
except KeyError:
# We haven't loaded this calendar yet, so make a new one.
pass
try:
factory = self._calendar_factories[canonical_name]
except KeyError:
# We don't have a factory registered for this name. Barf.
raise InvalidCalendarName(calendar_name=name)
# Cache the calendar for future use.
calendar = self._calendars[canonical_name] = factory()
return calendar
def has_calendar(self, name):
"""
Do we have (or have the ability to make) a calendar with ``name``?
"""
return (
name in self._calendars
or name in self._calendar_factories
or name in self._aliases
)
def register_calendar(self, name, calendar, force=False):
"""
Registers a calendar for retrieval by the get_calendar method.
Parameters
----------
name: str
The key with which to register this calendar.
calendar: TradingCalendar
The calendar to be registered for retrieval.
force : bool, optional
If True, old calendars will be overwritten on a name collision.
If False, name collisions will raise an exception.
Default is False.
Raises
------
CalendarNameCollision
If a calendar is already registered with the given calendar's name.
"""
if force:
self.deregister_calendar(name)
if self.has_calendar(name):
raise CalendarNameCollision(calendar_name=name)
self._calendars[name] = calendar
def register_calendar_type(self, name, calendar_type, force=False):
"""
Registers a calendar by type.
This is useful for registering a new calendar to be lazily instantiated
at some future point in time.
Parameters
----------
name: str
The key with which to register this calendar.
calendar_type: type
The type of the calendar to register.
force : bool, optional
If True, old calendars will be overwritten on a name collision.
If False, name collisions will raise an exception.
Default is False.
Raises
------
CalendarNameCollision
If a calendar is already registered with the given calendar's name.
"""
if force:
self.deregister_calendar(name)
if self.has_calendar(name):
raise CalendarNameCollision(calendar_name=name)
self._calendar_factories[name] = calendar_type
def register_calendar_alias(self, alias, real_name, force=False):
"""
Register an alias for a calendar.
This is useful when multiple exchanges should share a calendar, or when
there are multiple ways to refer to the same exchange.
After calling ``register_alias('alias', 'real_name')``, subsequent
calls to ``get_calendar('alias')`` will return the same result as
``get_calendar('real_name')``.
Parameters
----------
alias : str
The name to be used to refer to a calendar.
real_name : str
The canonical name of the registered calendar.
force : bool, optional
If True, old calendars will be overwritten on a name collision.
If False, name collisions will raise an exception.
Default is False.
"""
if force:
self.deregister_calendar(alias)
if self.has_calendar(alias):
raise CalendarNameCollision(calendar_name=alias)
self._aliases[alias] = real_name
# Ensure that the new alias doesn't create a cycle, and back it out if
# we did.
try:
self.resolve_alias(alias)
except CyclicCalendarAlias:
del self._aliases[alias]
raise
def resolve_alias(self, name):
"""
Resolve a calendar alias for retrieval.
Parameters
----------
name : str
The name of the requested calendar.
Returns
-------
canonical_name : str
The real name of the calendar to create/return.
"""
# Use an OrderedDict as an ordered set so that we can return the order
# of aliases in the event of a cycle.
seen = []
while name in self._aliases:
seen.append(name)
name = self._aliases[name]
# This is O(N ** 2), but if there's an alias chain longer than 2,
# something strange has happened.
if name in seen:
seen.append(name)
raise CyclicCalendarAlias(
cycle=" -> ".join(repr(k) for k in seen)
)
return name
def deregister_calendar(self, name):
"""
If a calendar is registered with the given name, it is de-registered.
Parameters
----------
cal_name : str
The name of the calendar to be deregistered.
"""
self._calendars.pop(name, None)
self._calendar_factories.pop(name, None)
self._aliases.pop(name, None)
def clear_calendars(self):
"""
Deregisters all current registered calendars
"""
self._calendars.clear()
self._calendar_factories.clear()
self._aliases.clear()
# We maintain a global calendar dispatcher so that users can just do
# `register_calendar('my_calendar', calendar) and then use `get_calendar`
# without having to thread around a dispatcher.
global_calendar_dispatcher = TradingCalendarDispatcher(
calendars={},
calendar_factories=_default_calendar_factories,
aliases=_default_calendar_aliases,
)
get_calendar = global_calendar_dispatcher.get_calendar
clear_calendars = global_calendar_dispatcher.clear_calendars
deregister_calendar = global_calendar_dispatcher.deregister_calendar
register_calendar = global_calendar_dispatcher.register_calendar
register_calendar_type = global_calendar_dispatcher.register_calendar_type
register_calendar_alias = global_calendar_dispatcher.register_calendar_alias