feat: add centralized logging module with dual output support

Add tradingagents/logging.py with JSONFormatter for structured file logs
and RichHandler for colored console output. Migrate 59 print statements
across 13 files to proper logger calls. Configure via environment
variables (TRADINGAGENTS_LOG_LEVEL, etc.) with default_config fallback.

- Rotating file handler: 10MB max, 5 backups to logs/tradingagents.log
- Rich console handler with tracebacks for development
- Logger hierarchy follows module paths (tradingagents.dataflows.*, etc.)
- 20 feature-specific tests covering core, config, migration, integration

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Joseph O'Brien 2025-12-03 02:11:29 -05:00
parent 3c85b21e0b
commit 80e8fb0eee
19 changed files with 857 additions and 368 deletions

169
tests/test_logging.py Normal file
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@ -0,0 +1,169 @@
import json
import logging
import os
import tempfile
import pytest
from unittest.mock import patch
class TestLoggingModule:
@pytest.fixture(autouse=True)
def setup_and_teardown(self):
for handler in logging.root.handlers[:]:
logging.root.removeHandler(handler)
tradingagents_logger = logging.getLogger("tradingagents")
for handler in tradingagents_logger.handlers[:]:
tradingagents_logger.removeHandler(handler)
tradingagents_logger.setLevel(logging.NOTSET)
yield
for handler in logging.root.handlers[:]:
logging.root.removeHandler(handler)
tradingagents_logger = logging.getLogger("tradingagents")
for handler in tradingagents_logger.handlers[:]:
tradingagents_logger.removeHandler(handler)
def test_setup_logging_initializes_handlers_based_on_env_vars(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "DEBUG",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
root_logger = log_module.setup_logging()
assert root_logger is not None
assert root_logger.name == "tradingagents"
assert root_logger.level == logging.DEBUG
has_file_handler = any(
hasattr(h, "baseFilename") for h in root_logger.handlers
)
assert has_file_handler, "File handler should be present when LOG_FILE=true"
def test_get_logger_returns_properly_configured_logger_with_hierarchy(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INFO",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
log_module.setup_logging()
child_logger = log_module.get_logger("tradingagents.dataflows.interface")
assert child_logger.name == "tradingagents.dataflows.interface"
assert child_logger.parent.name == "tradingagents.dataflows" or child_logger.parent.name == "tradingagents"
def test_json_file_handler_writes_valid_json_with_required_fields(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "DEBUG",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
logger.info("Test message for JSON validation")
for handler in logger.handlers:
handler.flush()
log_file_path = os.path.join(tmpdir, "tradingagents.log")
assert os.path.exists(log_file_path), f"Log file should exist at {log_file_path}"
with open(log_file_path, "r") as f:
log_content = f.read().strip()
assert log_content, "Log file should not be empty"
log_entry = json.loads(log_content.split("\n")[0])
required_fields = ["timestamp", "level", "logger", "message", "filename", "funcName", "lineno"]
for field in required_fields:
assert field in log_entry, f"JSON log should contain '{field}' field"
assert "T" in log_entry["timestamp"], "Timestamp should be in ISO 8601 format"
assert log_entry["level"] == "INFO"
assert log_entry["message"] == "Test message for JSON validation"
def test_log_rotation_triggers_at_configured_file_size(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "DEBUG",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
file_handler = None
for handler in logger.handlers:
if hasattr(handler, "maxBytes"):
file_handler = handler
break
assert file_handler is not None, "RotatingFileHandler should be configured"
assert file_handler.maxBytes == 10 * 1024 * 1024, "Max file size should be 10MB"
assert file_handler.backupCount == 5, "Backup count should be 5"
def test_console_handler_disabled_when_env_var_false(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INFO",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
from rich.logging import RichHandler
has_rich_handler = any(isinstance(h, RichHandler) for h in logger.handlers)
assert not has_rich_handler, "RichHandler should NOT be present when LOG_CONSOLE=false"
def test_console_handler_enabled_when_env_var_true(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INFO",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "true",
"TRADINGAGENTS_LOG_FILE": "false",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
from rich.logging import RichHandler
has_rich_handler = any(isinstance(h, RichHandler) for h in logger.handlers)
assert has_rich_handler, "RichHandler should be present when LOG_CONSOLE=true"

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@ -0,0 +1,121 @@
import logging
import os
import tempfile
import pytest
from unittest.mock import patch
class TestLoggingConfigIntegration:
@pytest.fixture(autouse=True)
def setup_and_teardown(self):
for handler in logging.root.handlers[:]:
logging.root.removeHandler(handler)
tradingagents_logger = logging.getLogger("tradingagents")
for handler in tradingagents_logger.handlers[:]:
tradingagents_logger.removeHandler(handler)
tradingagents_logger.setLevel(logging.NOTSET)
yield
for handler in logging.root.handlers[:]:
logging.root.removeHandler(handler)
tradingagents_logger = logging.getLogger("tradingagents")
for handler in tradingagents_logger.handlers[:]:
tradingagents_logger.removeHandler(handler)
def test_default_config_values_used_when_env_vars_not_set(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars_to_remove = [
"TRADINGAGENTS_LOG_LEVEL",
"TRADINGAGENTS_LOG_DIR",
"TRADINGAGENTS_LOG_CONSOLE",
"TRADINGAGENTS_LOG_FILE",
]
clean_env = {k: v for k, v in os.environ.items() if k not in env_vars_to_remove}
with patch.dict(os.environ, clean_env, clear=True):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
from tradingagents.default_config import DEFAULT_CONFIG
expected_level = getattr(logging, DEFAULT_CONFIG.get("log_level", "INFO").upper())
logger = log_module.setup_logging()
assert logger.level == expected_level
def test_env_vars_override_default_config_values(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "WARNING",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
assert logger.level == logging.WARNING
def test_boolean_parsing_for_log_console_and_file(self):
with tempfile.TemporaryDirectory() as tmpdir:
test_cases = [
("true", True),
("false", False),
("1", True),
("0", False),
("True", True),
("False", False),
("TRUE", True),
("FALSE", False),
("yes", True),
("no", False),
]
for bool_str, expected in test_cases:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INFO",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": bool_str,
"TRADINGAGENTS_LOG_FILE": "false",
}
tradingagents_logger = logging.getLogger("tradingagents")
for handler in tradingagents_logger.handlers[:]:
tradingagents_logger.removeHandler(handler)
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
from rich.logging import RichHandler
has_rich_handler = any(isinstance(h, RichHandler) for h in logger.handlers)
assert has_rich_handler == expected, f"TRADINGAGENTS_LOG_CONSOLE={bool_str} should result in RichHandler present={expected}"
def test_invalid_log_level_falls_back_to_info(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INVALID_LEVEL",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
assert logger.level == logging.INFO, "Invalid log level should fall back to INFO"

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import logging
import os
import tempfile
import pytest
from unittest.mock import patch
class TestLoggingIntegration:
@pytest.fixture(autouse=True)
def setup_and_teardown(self):
for handler in logging.root.handlers[:]:
logging.root.removeHandler(handler)
tradingagents_logger = logging.getLogger("tradingagents")
for handler in tradingagents_logger.handlers[:]:
tradingagents_logger.removeHandler(handler)
tradingagents_logger.setLevel(logging.NOTSET)
yield
for handler in logging.root.handlers[:]:
logging.root.removeHandler(handler)
tradingagents_logger = logging.getLogger("tradingagents")
for handler in tradingagents_logger.handlers[:]:
tradingagents_logger.removeHandler(handler)
def test_logging_initialization_from_module_import(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INFO",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
log_module.setup_logging()
interface_logger = log_module.get_logger("tradingagents.dataflows.interface")
assert interface_logger is not None
assert interface_logger.name == "tradingagents.dataflows.interface"
interface_logger.info("Test message from interface logger")
log_file = os.path.join(tmpdir, "tradingagents.log")
assert os.path.exists(log_file)
with open(log_file, "r") as f:
content = f.read()
assert "Test message from interface logger" in content
def test_rich_handler_does_not_break_cli_live_displays(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INFO",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "true",
"TRADINGAGENTS_LOG_FILE": "false",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
from rich.logging import RichHandler
rich_handlers = [h for h in logger.handlers if isinstance(h, RichHandler)]
assert len(rich_handlers) == 1
rich_handler = rich_handlers[0]
assert rich_handler.console is not None
assert rich_handler.console.file is not None
def test_log_file_creation_and_format(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "DEBUG",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import json
import tradingagents.logging as log_module
importlib.reload(log_module)
logger = log_module.setup_logging()
logger.debug("Debug message")
logger.info("Info message")
logger.warning("Warning message")
logger.error("Error message")
for handler in logger.handlers:
handler.flush()
log_file = os.path.join(tmpdir, "tradingagents.log")
assert os.path.exists(log_file)
with open(log_file, "r") as f:
lines = f.readlines()
assert len(lines) >= 4
for line in lines:
log_entry = json.loads(line)
assert "timestamp" in log_entry
assert "level" in log_entry
assert "logger" in log_entry
assert "message" in log_entry
def test_logger_hierarchy_inherits_parent_configuration(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "WARNING",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
root_logger = log_module.setup_logging()
child_logger = log_module.get_logger("tradingagents.dataflows.interface")
grandchild_logger = log_module.get_logger("tradingagents.dataflows.interface.submodule")
assert root_logger.level == logging.WARNING
child_logger.info("This should not be logged")
child_logger.warning("This should be logged")
for handler in root_logger.handlers:
handler.flush()
log_file = os.path.join(tmpdir, "tradingagents.log")
with open(log_file, "r") as f:
content = f.read()
assert "This should not be logged" not in content
assert "This should be logged" in content
def test_lazy_initialization_pattern(self):
with tempfile.TemporaryDirectory() as tmpdir:
env_vars = {
"TRADINGAGENTS_LOG_LEVEL": "INFO",
"TRADINGAGENTS_LOG_DIR": tmpdir,
"TRADINGAGENTS_LOG_CONSOLE": "false",
"TRADINGAGENTS_LOG_FILE": "true",
}
with patch.dict(os.environ, env_vars, clear=False):
import importlib
import tradingagents.logging as log_module
importlib.reload(log_module)
log_module._logging_initialized = False
logger = log_module.get_logger("tradingagents.test")
assert log_module._logging_initialized is True
assert logger is not None

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@ -0,0 +1,124 @@
import ast
import os
import pytest
class TestLoggingMigration:
def test_no_print_statements_in_interface_py(self):
file_path = os.path.join(
os.path.dirname(__file__),
"..",
"tradingagents",
"dataflows",
"interface.py",
)
with open(file_path, "r") as f:
content = f.read()
tree = ast.parse(content)
print_calls = []
for node in ast.walk(tree):
if isinstance(node, ast.Call):
if isinstance(node.func, ast.Name) and node.func.id == "print":
print_calls.append(node.lineno)
assert len(print_calls) == 0, f"Found print statements at lines: {print_calls}"
def test_no_print_statements_in_brave_py(self):
file_path = os.path.join(
os.path.dirname(__file__),
"..",
"tradingagents",
"dataflows",
"brave.py",
)
with open(file_path, "r") as f:
content = f.read()
tree = ast.parse(content)
print_calls = []
for node in ast.walk(tree):
if isinstance(node, ast.Call):
if isinstance(node.func, ast.Name) and node.func.id == "print":
print_calls.append(node.lineno)
assert len(print_calls) == 0, f"Found print statements at lines: {print_calls}"
def test_no_print_statements_in_tavily_py(self):
file_path = os.path.join(
os.path.dirname(__file__),
"..",
"tradingagents",
"dataflows",
"tavily.py",
)
with open(file_path, "r") as f:
content = f.read()
tree = ast.parse(content)
print_calls = []
for node in ast.walk(tree):
if isinstance(node, ast.Call):
if isinstance(node.func, ast.Name) and node.func.id == "print":
print_calls.append(node.lineno)
assert len(print_calls) == 0, f"Found print statements at lines: {print_calls}"
def test_no_print_statements_in_migrated_dataflow_files(self):
dataflow_files = [
"alpha_vantage_news.py",
"y_finance.py",
"local.py",
"yfin_utils.py",
"googlenews_utils.py",
"utils.py",
"alpha_vantage_common.py",
"alpha_vantage_indicator.py",
]
dataflows_dir = os.path.join(
os.path.dirname(__file__),
"..",
"tradingagents",
"dataflows",
)
all_print_calls = {}
for filename in dataflow_files:
file_path = os.path.join(dataflows_dir, filename)
if not os.path.exists(file_path):
continue
with open(file_path, "r") as f:
content = f.read()
tree = ast.parse(content)
print_calls = []
for node in ast.walk(tree):
if isinstance(node, ast.Call):
if isinstance(node.func, ast.Name) and node.func.id == "print":
print_calls.append(node.lineno)
if print_calls:
all_print_calls[filename] = print_calls
assert len(all_print_calls) == 0, f"Found print statements in: {all_print_calls}"
def test_logger_import_exists_in_interface_py(self):
file_path = os.path.join(
os.path.dirname(__file__),
"..",
"tradingagents",
"dataflows",
"interface.py",
)
with open(file_path, "r") as f:
content = f.read()
assert "import logging" in content, "interface.py should import logging"
assert "logger = logging.getLogger(__name__)" in content, "interface.py should define logger"

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@ -1,7 +1,10 @@
import logging
import chromadb
from chromadb.config import Settings
from openai import OpenAI
logger = logging.getLogger(__name__)
class FinancialSituationMemory:
def __init__(self, name, config):
@ -14,15 +17,13 @@ class FinancialSituationMemory:
self.situation_collection = self.chroma_client.get_or_create_collection(name=name)
def get_embedding(self, text):
"""Get OpenAI embedding for a text"""
response = self.client.embeddings.create(
model=self.embedding, input=text
)
return response.data[0].embedding
def add_situations(self, situations_and_advice):
"""Add financial situations and their corresponding advice. Parameter is a list of tuples (situation, rec)"""
situations = []
advice = []
@ -45,7 +46,6 @@ class FinancialSituationMemory:
)
def get_memories(self, current_situation, n_matches=1):
"""Find matching recommendations using OpenAI embeddings"""
query_embedding = self.get_embedding(current_situation)
results = self.situation_collection.query(
@ -65,47 +65,3 @@ class FinancialSituationMemory:
)
return matched_results
# if __name__ == "__main__":
# # Example usage
# matcher = FinancialSituationMemory()
# example_data = [
# (
# "High inflation rate with rising interest rates and declining consumer spending",
# "Consider defensive sectors like consumer staples and utilities. Review fixed-income portfolio duration.",
# ),
# (
# "Tech sector showing high volatility with increasing institutional selling pressure",
# "Reduce exposure to high-growth tech stocks. Look for value opportunities in established tech companies with strong cash flows.",
# ),
# (
# "Strong dollar affecting emerging markets with increasing forex volatility",
# "Hedge currency exposure in international positions. Consider reducing allocation to emerging market debt.",
# ),
# (
# "Market showing signs of sector rotation with rising yields",
# "Rebalance portfolio to maintain target allocations. Consider increasing exposure to sectors benefiting from higher rates.",
# ),
# ]
# # Add the example situations and recommendations
# matcher.add_situations(example_data)
# # Example query
# current_situation = """
# Market showing increased volatility in tech sector, with institutional investors
# reducing positions and rising interest rates affecting growth stock valuations
# """
# try:
# recommendations = matcher.get_memories(current_situation, n_matches=2)
# for i, rec in enumerate(recommendations, 1):
# print(f"\nMatch {i}:")
# print(f"Similarity Score: {rec['similarity_score']:.2f}")
# print(f"Matched Situation: {rec['matched_situation']}")
# print(f"Recommendation: {rec['recommendation']}")
# except Exception as e:
# print(f"Error during recommendation: {str(e)}")

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@ -1,3 +1,4 @@
import logging
import os
import requests
import pandas as pd
@ -5,22 +6,20 @@ import json
from datetime import datetime
from io import StringIO
logger = logging.getLogger(__name__)
API_BASE_URL = "https://www.alphavantage.co/query"
def get_api_key() -> str:
"""Retrieve the API key for Alpha Vantage from environment variables."""
api_key = os.getenv("ALPHA_VANTAGE_API_KEY")
if not api_key:
raise ValueError("ALPHA_VANTAGE_API_KEY environment variable is not set.")
return api_key
def format_datetime_for_api(date_input) -> str:
"""Convert various date formats to YYYYMMDDTHHMM format required by Alpha Vantage API."""
if isinstance(date_input, str):
# If already in correct format, return as-is
if len(date_input) == 13 and 'T' in date_input:
return date_input
# Try to parse common date formats
try:
dt = datetime.strptime(date_input, "%Y-%m-%d")
return dt.strftime("%Y%m%dT0000")
@ -36,48 +35,36 @@ def format_datetime_for_api(date_input) -> str:
raise ValueError(f"Date must be string or datetime object, got {type(date_input)}")
class AlphaVantageRateLimitError(Exception):
"""Exception raised when Alpha Vantage API rate limit is exceeded."""
pass
def _make_api_request(function_name: str, params: dict) -> dict | str:
"""Helper function to make API requests and handle responses.
Raises:
AlphaVantageRateLimitError: When API rate limit is exceeded
"""
# Create a copy of params to avoid modifying the original
api_params = params.copy()
api_params.update({
"function": function_name,
"apikey": get_api_key(),
"source": "trading_agents",
})
# Handle entitlement parameter if present in params or global variable
current_entitlement = globals().get('_current_entitlement')
entitlement = api_params.get("entitlement") or current_entitlement
if entitlement:
api_params["entitlement"] = entitlement
elif "entitlement" in api_params:
# Remove entitlement if it's None or empty
api_params.pop("entitlement", None)
response = requests.get(API_BASE_URL, params=api_params)
response.raise_for_status()
response_text = response.text
# Check if response is JSON (error responses are typically JSON)
try:
response_json = json.loads(response_text)
# Check for rate limit error
if "Information" in response_json:
info_message = response_json["Information"]
if "rate limit" in info_message.lower() or "api key" in info_message.lower():
raise AlphaVantageRateLimitError(f"Alpha Vantage rate limit exceeded: {info_message}")
except json.JSONDecodeError:
# Response is not JSON (likely CSV data), which is normal
pass
return response_text
@ -85,38 +72,22 @@ def _make_api_request(function_name: str, params: dict) -> dict | str:
def _filter_csv_by_date_range(csv_data: str, start_date: str, end_date: str) -> str:
"""
Filter CSV data to include only rows within the specified date range.
Args:
csv_data: CSV string from Alpha Vantage API
start_date: Start date in yyyy-mm-dd format
end_date: End date in yyyy-mm-dd format
Returns:
Filtered CSV string
"""
if not csv_data or csv_data.strip() == "":
return csv_data
try:
# Parse CSV data
df = pd.read_csv(StringIO(csv_data))
# Assume the first column is the date column (timestamp)
date_col = df.columns[0]
df[date_col] = pd.to_datetime(df[date_col])
# Filter by date range
start_dt = pd.to_datetime(start_date)
end_dt = pd.to_datetime(end_date)
filtered_df = df[(df[date_col] >= start_dt) & (df[date_col] <= end_dt)]
# Convert back to CSV string
return filtered_df.to_csv(index=False)
except Exception as e:
# If filtering fails, return original data with a warning
print(f"Warning: Failed to filter CSV data by date range: {e}")
logger.warning("Failed to filter CSV data by date range: %s", e)
return csv_data

View File

@ -1,5 +1,8 @@
import logging
from .alpha_vantage_common import _make_api_request
logger = logging.getLogger(__name__)
def get_indicator(
symbol: str,
indicator: str,
@ -9,21 +12,6 @@ def get_indicator(
time_period: int = 14,
series_type: str = "close"
) -> str:
"""
Returns Alpha Vantage technical indicator values over a time window.
Args:
symbol: ticker symbol of the company
indicator: technical indicator to get the analysis and report of
curr_date: The current trading date you are trading on, YYYY-mm-dd
look_back_days: how many days to look back
interval: Time interval (daily, weekly, monthly)
time_period: Number of data points for calculation
series_type: The desired price type (close, open, high, low)
Returns:
String containing indicator values and description
"""
from datetime import datetime
from dateutil.relativedelta import relativedelta
@ -65,15 +53,12 @@ def get_indicator(
curr_date_dt = datetime.strptime(curr_date, "%Y-%m-%d")
before = curr_date_dt - relativedelta(days=look_back_days)
# Get the full data for the period instead of making individual calls
_, required_series_type = supported_indicators[indicator]
# Use the provided series_type or fall back to the required one
if required_series_type:
series_type = required_series_type
try:
# Get indicator data for the period
if indicator == "close_50_sma":
data = _make_api_request("SMA", {
"symbol": symbol,
@ -143,25 +128,20 @@ def get_indicator(
"datatype": "csv"
})
elif indicator == "vwma":
# Alpha Vantage doesn't have direct VWMA, so we'll return an informative message
# In a real implementation, this would need to be calculated from OHLCV data
return f"## VWMA (Volume Weighted Moving Average) for {symbol}:\n\nVWMA calculation requires OHLCV data and is not directly available from Alpha Vantage API.\nThis indicator would need to be calculated from the raw stock data using volume-weighted price averaging.\n\n{indicator_descriptions.get('vwma', 'No description available.')}"
else:
return f"Error: Indicator {indicator} not implemented yet."
# Parse CSV data and extract values for the date range
lines = data.strip().split('\n')
if len(lines) < 2:
return f"Error: No data returned for {indicator}"
# Parse header and data
header = [col.strip() for col in lines[0].split(',')]
try:
date_col_idx = header.index('time')
except ValueError:
return f"Error: 'time' column not found in data for {indicator}. Available columns: {header}"
# Map internal indicator names to expected CSV column names from Alpha Vantage
col_name_map = {
"macd": "MACD", "macds": "MACD_Signal", "macdh": "MACD_Hist",
"boll": "Real Middle Band", "boll_ub": "Real Upper Band", "boll_lb": "Real Lower Band",
@ -172,7 +152,6 @@ def get_indicator(
target_col_name = col_name_map.get(indicator)
if not target_col_name:
# Default to the second column if no specific mapping exists
value_col_idx = 1
else:
try:
@ -188,17 +167,14 @@ def get_indicator(
if len(values) > value_col_idx:
try:
date_str = values[date_col_idx].strip()
# Parse the date
date_dt = datetime.strptime(date_str, "%Y-%m-%d")
# Check if date is in our range
if before <= date_dt <= curr_date_dt:
value = values[value_col_idx].strip()
result_data.append((date_dt, value))
except (ValueError, IndexError):
continue
# Sort by date and format output
result_data.sort(key=lambda x: x[0])
ind_string = ""
@ -218,5 +194,5 @@ def get_indicator(
return result_str
except Exception as e:
print(f"Error getting Alpha Vantage indicator data for {indicator}: {e}")
logger.error("Error getting Alpha Vantage indicator data for %s: %s", indicator, e)
return f"Error retrieving {indicator} data: {str(e)}"

View File

@ -1,8 +1,11 @@
import json
import logging
from datetime import datetime, timedelta
from typing import List, Dict, Any
from .alpha_vantage_common import _make_api_request, format_datetime_for_api
logger = logging.getLogger(__name__)
def get_news(ticker, start_date, end_date) -> dict[str, str] | str:
params = {
"tickers": ticker,
@ -40,19 +43,19 @@ def get_bulk_news_alpha_vantage(lookback_hours: int) -> List[Dict[str, Any]]:
try:
response = json.loads(response)
except json.JSONDecodeError:
print(f"DEBUG: Alpha Vantage JSON decode failed")
logger.debug("Alpha Vantage JSON decode failed")
return []
if not isinstance(response, dict):
print(f"DEBUG: Alpha Vantage response not a dict: {type(response)}")
logger.debug("Alpha Vantage response not a dict: %s", type(response))
return []
if "Information" in response:
print(f"DEBUG: Alpha Vantage info message: {response.get('Information')}")
logger.debug("Alpha Vantage info message: %s", response.get("Information"))
feed = response.get("feed", [])
if not feed:
print(f"DEBUG: Alpha Vantage feed empty. Keys in response: {list(response.keys())}")
logger.debug("Alpha Vantage feed empty. Keys in response: %s", list(response.keys()))
articles = []
for item in feed:

View File

@ -1,9 +1,12 @@
import logging
import os
import time
import requests
from datetime import datetime, timedelta
from typing import List, Dict, Any
logger = logging.getLogger(__name__)
BRAVE_SEARCH_URL = "https://api.search.brave.com/res/v1/news/search"
DEFAULT_TIMEOUT = 30
MAX_RETRIES = 3
@ -24,23 +27,23 @@ def _make_request_with_retry(url: str, headers: Dict, params: Dict, max_retries:
response = requests.get(url, headers=headers, params=params, timeout=DEFAULT_TIMEOUT)
if response.status_code == 429:
retry_after = int(response.headers.get("Retry-After", RETRY_BACKOFF * (attempt + 1)))
print(f"DEBUG: Brave rate limited, waiting {retry_after}s before retry {attempt + 1}/{max_retries}")
logger.debug("Brave rate limited, waiting %ds before retry %d/%d", retry_after, attempt + 1, max_retries)
time.sleep(retry_after)
continue
response.raise_for_status()
return response
except requests.exceptions.Timeout as e:
last_exception = e
print(f"DEBUG: Brave request timeout, retry {attempt + 1}/{max_retries}")
logger.debug("Brave request timeout, retry %d/%d", attempt + 1, max_retries)
time.sleep(RETRY_BACKOFF * (attempt + 1))
except requests.exceptions.ConnectionError as e:
last_exception = e
print(f"DEBUG: Brave connection error, retry {attempt + 1}/{max_retries}")
logger.debug("Brave connection error, retry %d/%d", attempt + 1, max_retries)
time.sleep(RETRY_BACKOFF * (attempt + 1))
except requests.exceptions.HTTPError as e:
if e.response is not None and e.response.status_code >= 500:
last_exception = e
print(f"DEBUG: Brave server error {e.response.status_code}, retry {attempt + 1}/{max_retries}")
logger.debug("Brave server error %d, retry %d/%d", e.response.status_code, attempt + 1, max_retries)
time.sleep(RETRY_BACKOFF * (attempt + 1))
else:
raise
@ -51,7 +54,7 @@ def get_bulk_news_brave(lookback_hours: int) -> List[Dict[str, Any]]:
try:
api_key = get_api_key()
except ValueError as e:
print(f"DEBUG: Brave API key not configured: {e}")
logger.debug("Brave API key not configured: %s", e)
return []
headers = {
@ -109,19 +112,19 @@ def get_bulk_news_brave(lookback_hours: int) -> List[Dict[str, Any]]:
all_articles.append(article)
except requests.exceptions.HTTPError as e:
print(f"DEBUG: Brave search HTTP error for '{query}': {e}")
logger.debug("Brave search HTTP error for '%s': %s", query, e)
continue
except requests.exceptions.Timeout as e:
print(f"DEBUG: Brave search timeout for '{query}': {e}")
logger.debug("Brave search timeout for '%s': %s", query, e)
continue
except requests.exceptions.RequestException as e:
print(f"DEBUG: Brave search request failed for '{query}': {e}")
logger.debug("Brave search request failed for '%s': %s", query, e)
continue
except Exception as e:
print(f"DEBUG: Brave search failed for query '{query}': {e}")
logger.debug("Brave search failed for query '%s': %s", query, e)
continue
print(f"DEBUG: Brave returned {len(all_articles)} articles")
logger.debug("Brave returned %d articles", len(all_articles))
return all_articles

View File

@ -1,3 +1,4 @@
import logging
import json
import requests
from bs4 import BeautifulSoup
@ -12,9 +13,10 @@ from tenacity import (
retry_if_result,
)
logger = logging.getLogger(__name__)
def is_rate_limited(response):
"""Check if the response indicates rate limiting (status code 429)"""
return response.status_code == 429
@ -24,20 +26,12 @@ def is_rate_limited(response):
stop=stop_after_attempt(5),
)
def make_request(url, headers):
"""Make a request with retry logic for rate limiting"""
# Random delay before each request to avoid detection
time.sleep(random.uniform(2, 6))
response = requests.get(url, headers=headers)
return response
def getNewsData(query, start_date, end_date):
"""
Scrape Google News search results for a given query and date range.
query: str - search query
start_date: str - start date in the format yyyy-mm-dd or mm/dd/yyyy
end_date: str - end date in the format yyyy-mm-dd or mm/dd/yyyy
"""
if "-" in start_date:
start_date = datetime.strptime(start_date, "%Y-%m-%d")
start_date = start_date.strftime("%m/%d/%Y")
@ -69,7 +63,7 @@ def getNewsData(query, start_date, end_date):
results_on_page = soup.select("div.SoaBEf")
if not results_on_page:
break # No more results found
break
for el in results_on_page:
try:
@ -88,13 +82,9 @@ def getNewsData(query, start_date, end_date):
}
)
except Exception as e:
print(f"Error processing result: {e}")
# If one of the fields is not found, skip this result
logger.debug("Error processing result: %s", e)
continue
# Update the progress bar with the current count of results scraped
# Check for the "Next" link (pagination)
next_link = soup.find("a", id="pnnext")
if not next_link:
break
@ -102,7 +92,7 @@ def getNewsData(query, start_date, end_date):
page += 1
except Exception as e:
print(f"Failed after multiple retries: {e}")
logger.debug("Failed after multiple retries: %s", e)
break
return news_results

View File

@ -1,3 +1,4 @@
import logging
from typing import Annotated, List, Dict, Any, Optional
from datetime import datetime, timedelta
import threading
@ -25,6 +26,8 @@ from .config import get_config
from tradingagents.agents.discovery import NewsArticle
logger = logging.getLogger(__name__)
TOOLS_CATEGORIES = {
"core_stock_apis": {
"description": "OHLCV stock price data",
@ -206,17 +209,17 @@ def _fetch_bulk_news_from_vendor(lookback_period: str) -> List[Dict[str, Any]]:
vendor_func = VENDOR_METHODS["get_bulk_news"][vendor]
try:
print(f"DEBUG: Attempting bulk news from vendor '{vendor}'...")
logger.debug("Attempting bulk news from vendor '%s'...", vendor)
result = vendor_func(lookback_hours)
if result:
print(f"SUCCESS: Got {len(result)} articles from vendor '{vendor}'")
logger.info("Got %d articles from vendor '%s'", len(result), vendor)
return result
print(f"DEBUG: Vendor '{vendor}' returned empty results, trying next...")
logger.debug("Vendor '%s' returned empty results, trying next...", vendor)
except AlphaVantageRateLimitError as e:
print(f"RATE_LIMIT: Alpha Vantage rate limit exceeded: {e}")
logger.warning("Alpha Vantage rate limit exceeded: %s", e)
continue
except Exception as e:
print(f"FAILED: Vendor '{vendor}' failed: {e}")
logger.error("Vendor '%s' failed: %s", vendor, e)
continue
return []
@ -225,7 +228,7 @@ def _fetch_bulk_news_from_vendor(lookback_period: str) -> List[Dict[str, Any]]:
def get_bulk_news(lookback_period: str = "24h") -> List[NewsArticle]:
cached = _get_cached_bulk_news(lookback_period)
if cached is not None:
print(f"DEBUG: Returning cached bulk news for period '{lookback_period}'")
logger.debug("Returning cached bulk news for period '%s'", lookback_period)
return cached
raw_articles = _fetch_bulk_news_from_vendor(lookback_period)
@ -271,7 +274,7 @@ def route_to_vendor(method: str, *args, **kwargs):
primary_str = " -> ".join(primary_vendors)
fallback_str = " -> ".join(fallback_vendors)
print(f"DEBUG: {method} - Primary: [{primary_str}] | Full fallback order: [{fallback_str}]")
logger.debug("%s - Primary: [%s] | Full fallback order: [%s]", method, primary_str, fallback_str)
results = []
vendor_attempt_count = 0
@ -281,7 +284,7 @@ def route_to_vendor(method: str, *args, **kwargs):
for vendor in fallback_vendors:
if vendor not in VENDOR_METHODS[method]:
if vendor in primary_vendors:
print(f"INFO: Vendor '{vendor}' not supported for method '{method}', falling back to next vendor")
logger.info("Vendor '%s' not supported for method '%s', falling back to next vendor", vendor, method)
continue
vendor_impl = VENDOR_METHODS[method][vendor]
@ -292,48 +295,48 @@ def route_to_vendor(method: str, *args, **kwargs):
any_primary_vendor_attempted = True
vendor_type = "PRIMARY" if is_primary_vendor else "FALLBACK"
print(f"DEBUG: Attempting {vendor_type} vendor '{vendor}' for {method} (attempt #{vendor_attempt_count})")
logger.debug("Attempting %s vendor '%s' for %s (attempt #%d)", vendor_type, vendor, method, vendor_attempt_count)
if isinstance(vendor_impl, list):
vendor_methods = [(impl, vendor) for impl in vendor_impl]
print(f"DEBUG: Vendor '{vendor}' has multiple implementations: {len(vendor_methods)} functions")
logger.debug("Vendor '%s' has multiple implementations: %d functions", vendor, len(vendor_methods))
else:
vendor_methods = [(vendor_impl, vendor)]
vendor_results = []
for impl_func, vendor_name in vendor_methods:
try:
print(f"DEBUG: Calling {impl_func.__name__} from vendor '{vendor_name}'...")
logger.debug("Calling %s from vendor '%s'...", impl_func.__name__, vendor_name)
result = impl_func(*args, **kwargs)
vendor_results.append(result)
print(f"SUCCESS: {impl_func.__name__} from vendor '{vendor_name}' completed successfully")
logger.info("%s from vendor '%s' completed successfully", impl_func.__name__, vendor_name)
except AlphaVantageRateLimitError as e:
if vendor == "alpha_vantage":
print(f"RATE_LIMIT: Alpha Vantage rate limit exceeded, falling back to next available vendor")
print(f"DEBUG: Rate limit details: {e}")
logger.warning("Alpha Vantage rate limit exceeded, falling back to next available vendor")
logger.debug("Rate limit details: %s", e)
continue
except Exception as e:
print(f"FAILED: {impl_func.__name__} from vendor '{vendor_name}' failed: {e}")
logger.error("%s from vendor '%s' failed: %s", impl_func.__name__, vendor_name, e)
continue
if vendor_results:
results.extend(vendor_results)
successful_vendor = vendor
result_summary = f"Got {len(vendor_results)} result(s)"
print(f"SUCCESS: Vendor '{vendor}' succeeded - {result_summary}")
logger.info("Vendor '%s' succeeded - %s", vendor, result_summary)
if len(primary_vendors) == 1:
print(f"DEBUG: Stopping after successful vendor '{vendor}' (single-vendor config)")
logger.debug("Stopping after successful vendor '%s' (single-vendor config)", vendor)
break
else:
print(f"FAILED: Vendor '{vendor}' produced no results")
logger.error("Vendor '%s' produced no results", vendor)
if not results:
print(f"FAILURE: All {vendor_attempt_count} vendor attempts failed for method '{method}'")
logger.error("All %d vendor attempts failed for method '%s'", vendor_attempt_count, method)
raise RuntimeError(f"All vendor implementations failed for method '{method}'")
else:
print(f"FINAL: Method '{method}' completed with {len(results)} result(s) from {vendor_attempt_count} vendor attempt(s)")
logger.info("Method '%s' completed with %d result(s) from %d vendor attempt(s)", method, len(results), vendor_attempt_count)
if len(results) == 1:
return results[0]

View File

@ -1,3 +1,4 @@
import logging
from typing import Annotated
import pandas as pd
import os
@ -8,17 +9,17 @@ import json
from .reddit_utils import fetch_top_from_category
from tqdm import tqdm
logger = logging.getLogger(__name__)
def get_YFin_data_window(
symbol: Annotated[str, "ticker symbol of the company"],
curr_date: Annotated[str, "Start date in yyyy-mm-dd format"],
look_back_days: Annotated[int, "how many days to look back"],
) -> str:
# calculate past days
date_obj = datetime.strptime(curr_date, "%Y-%m-%d")
before = date_obj - relativedelta(days=look_back_days)
start_date = before.strftime("%Y-%m-%d")
# read in data
data = pd.read_csv(
os.path.join(
DATA_DIR,
@ -26,18 +27,14 @@ def get_YFin_data_window(
)
)
# Extract just the date part for comparison
data["DateOnly"] = data["Date"].str[:10]
# Filter data between the start and end dates (inclusive)
filtered_data = data[
(data["DateOnly"] >= start_date) & (data["DateOnly"] <= curr_date)
]
# Drop the temporary column we created
filtered_data = filtered_data.drop("DateOnly", axis=1)
# Set pandas display options to show the full DataFrame
with pd.option_context(
"display.max_rows", None, "display.max_columns", None, "display.width", None
):
@ -53,7 +50,6 @@ def get_YFin_data(
start_date: Annotated[str, "Start date in yyyy-mm-dd format"],
end_date: Annotated[str, "End date in yyyy-mm-dd format"],
) -> str:
# read in data
data = pd.read_csv(
os.path.join(
DATA_DIR,
@ -66,18 +62,14 @@ def get_YFin_data(
f"Get_YFin_Data: {end_date} is outside of the data range of 2015-01-01 to 2025-03-25"
)
# Extract just the date part for comparison
data["DateOnly"] = data["Date"].str[:10]
# Filter data between the start and end dates (inclusive)
filtered_data = data[
(data["DateOnly"] >= start_date) & (data["DateOnly"] <= end_date)
]
# Drop the temporary column we created
filtered_data = filtered_data.drop("DateOnly", axis=1)
# remove the index from the dataframe
filtered_data = filtered_data.reset_index(drop=True)
return filtered_data
@ -87,17 +79,6 @@ def get_finnhub_news(
start_date: Annotated[str, "Start date in yyyy-mm-dd format"],
end_date: Annotated[str, "End date in yyyy-mm-dd format"],
):
"""
Retrieve news about a company within a time frame
Args
query (str): Search query or ticker symbol
start_date (str): Start date in yyyy-mm-dd format
end_date (str): End date in yyyy-mm-dd format
Returns
str: dataframe containing the news of the company in the time frame
"""
result = get_data_in_range(query, start_date, end_date, "news_data", DATA_DIR)
@ -121,17 +102,9 @@ def get_finnhub_company_insider_sentiment(
ticker: Annotated[str, "ticker symbol for the company"],
curr_date: Annotated[str, "current date you are trading at, yyyy-mm-dd"],
):
"""
Retrieve insider sentiment about a company (retrieved from public SEC information) for the past 15 days
Args:
ticker (str): ticker symbol of the company
curr_date (str): current date you are trading on, yyyy-mm-dd
Returns:
str: a report of the sentiment in the past 15 days starting at curr_date
"""
date_obj = datetime.strptime(curr_date, "%Y-%m-%d")
before = date_obj - relativedelta(days=15) # Default 15 days lookback
before = date_obj - relativedelta(days=15)
before = before.strftime("%Y-%m-%d")
data = get_data_in_range(ticker, before, curr_date, "insider_senti", DATA_DIR)
@ -158,17 +131,9 @@ def get_finnhub_company_insider_transactions(
ticker: Annotated[str, "ticker symbol"],
curr_date: Annotated[str, "current date you are trading at, yyyy-mm-dd"],
):
"""
Retrieve insider transcaction information about a company (retrieved from public SEC information) for the past 15 days
Args:
ticker (str): ticker symbol of the company
curr_date (str): current date you are trading at, yyyy-mm-dd
Returns:
str: a report of the company's insider transaction/trading informtaion in the past 15 days
"""
date_obj = datetime.strptime(curr_date, "%Y-%m-%d")
before = date_obj - relativedelta(days=15) # Default 15 days lookback
before = date_obj - relativedelta(days=15)
before = before.strftime("%Y-%m-%d")
data = get_data_in_range(ticker, before, curr_date, "insider_trans", DATA_DIR)
@ -192,15 +157,6 @@ def get_finnhub_company_insider_transactions(
)
def get_data_in_range(ticker, start_date, end_date, data_type, data_dir, period=None):
"""
Gets finnhub data saved and processed on disk.
Args:
start_date (str): Start date in YYYY-MM-DD format.
end_date (str): End date in YYYY-MM-DD format.
data_type (str): Type of data from finnhub to fetch. Can be insider_trans, SEC_filings, news_data, insider_senti, or fin_as_reported.
data_dir (str): Directory where the data is saved.
period (str): Default to none, if there is a period specified, should be annual or quarterly.
"""
if period:
data_path = os.path.join(
@ -217,7 +173,6 @@ def get_data_in_range(ticker, start_date, end_date, data_type, data_dir, period=
data = open(data_path, "r")
data = json.load(data)
# filter keys (date, str in format YYYY-MM-DD) by the date range (str, str in format YYYY-MM-DD)
filtered_data = {}
for key, value in data.items():
if start_date <= key <= end_date and len(value) > 0:
@ -243,25 +198,19 @@ def get_simfin_balance_sheet(
)
df = pd.read_csv(data_path, sep=";")
# Convert date strings to datetime objects and remove any time components
df["Report Date"] = pd.to_datetime(df["Report Date"], utc=True).dt.normalize()
df["Publish Date"] = pd.to_datetime(df["Publish Date"], utc=True).dt.normalize()
# Convert the current date to datetime and normalize
curr_date_dt = pd.to_datetime(curr_date, utc=True).normalize()
# Filter the DataFrame for the given ticker and for reports that were published on or before the current date
filtered_df = df[(df["Ticker"] == ticker) & (df["Publish Date"] <= curr_date_dt)]
# Check if there are any available reports; if not, return a notification
if filtered_df.empty:
print("No balance sheet available before the given current date.")
logger.info("No balance sheet available before the given current date.")
return ""
# Get the most recent balance sheet by selecting the row with the latest Publish Date
latest_balance_sheet = filtered_df.loc[filtered_df["Publish Date"].idxmax()]
# drop the SimFinID column
latest_balance_sheet = latest_balance_sheet.drop("SimFinId")
return (
@ -290,25 +239,19 @@ def get_simfin_cashflow(
)
df = pd.read_csv(data_path, sep=";")
# Convert date strings to datetime objects and remove any time components
df["Report Date"] = pd.to_datetime(df["Report Date"], utc=True).dt.normalize()
df["Publish Date"] = pd.to_datetime(df["Publish Date"], utc=True).dt.normalize()
# Convert the current date to datetime and normalize
curr_date_dt = pd.to_datetime(curr_date, utc=True).normalize()
# Filter the DataFrame for the given ticker and for reports that were published on or before the current date
filtered_df = df[(df["Ticker"] == ticker) & (df["Publish Date"] <= curr_date_dt)]
# Check if there are any available reports; if not, return a notification
if filtered_df.empty:
print("No cash flow statement available before the given current date.")
logger.info("No cash flow statement available before the given current date.")
return ""
# Get the most recent cash flow statement by selecting the row with the latest Publish Date
latest_cash_flow = filtered_df.loc[filtered_df["Publish Date"].idxmax()]
# drop the SimFinID column
latest_cash_flow = latest_cash_flow.drop("SimFinId")
return (
@ -337,25 +280,19 @@ def get_simfin_income_statements(
)
df = pd.read_csv(data_path, sep=";")
# Convert date strings to datetime objects and remove any time components
df["Report Date"] = pd.to_datetime(df["Report Date"], utc=True).dt.normalize()
df["Publish Date"] = pd.to_datetime(df["Publish Date"], utc=True).dt.normalize()
# Convert the current date to datetime and normalize
curr_date_dt = pd.to_datetime(curr_date, utc=True).normalize()
# Filter the DataFrame for the given ticker and for reports that were published on or before the current date
filtered_df = df[(df["Ticker"] == ticker) & (df["Publish Date"] <= curr_date_dt)]
# Check if there are any available reports; if not, return a notification
if filtered_df.empty:
print("No income statement available before the given current date.")
logger.info("No income statement available before the given current date.")
return ""
# Get the most recent income statement by selecting the row with the latest Publish Date
latest_income = filtered_df.loc[filtered_df["Publish Date"].idxmax()]
# drop the SimFinID column
latest_income = latest_income.drop("SimFinId")
return (
@ -370,22 +307,12 @@ def get_reddit_global_news(
look_back_days: Annotated[int, "Number of days to look back"] = 7,
limit: Annotated[int, "Maximum number of articles to return"] = 5,
) -> str:
"""
Retrieve the latest top reddit news
Args:
curr_date: Current date in yyyy-mm-dd format
look_back_days: Number of days to look back (default 7)
limit: Maximum number of articles to return (default 5)
Returns:
str: A formatted string containing the latest news articles posts on reddit
"""
curr_date_dt = datetime.strptime(curr_date, "%Y-%m-%d")
before = curr_date_dt - relativedelta(days=look_back_days)
before = before.strftime("%Y-%m-%d")
posts = []
# iterate from before to curr_date
curr_iter_date = datetime.strptime(before, "%Y-%m-%d")
total_iterations = (curr_date_dt - curr_iter_date).days + 1
@ -423,21 +350,11 @@ def get_reddit_company_news(
start_date: Annotated[str, "Start date in yyyy-mm-dd format"],
end_date: Annotated[str, "End date in yyyy-mm-dd format"],
) -> str:
"""
Retrieve the latest top reddit news
Args:
query: Search query or ticker symbol
start_date: Start date in yyyy-mm-dd format
end_date: End date in yyyy-mm-dd format
Returns:
str: A formatted string containing news articles posts on reddit
"""
start_date_dt = datetime.strptime(start_date, "%Y-%m-%d")
end_date_dt = datetime.strptime(end_date, "%Y-%m-%d")
posts = []
# iterate from start_date to end_date
curr_date = start_date_dt
total_iterations = (end_date_dt - curr_date).days + 1
@ -451,7 +368,7 @@ def get_reddit_company_news(
fetch_result = fetch_top_from_category(
"company_news",
curr_date_str,
10, # max limit per day
10,
query,
data_path=os.path.join(DATA_DIR, "reddit_data"),
)
@ -472,4 +389,4 @@ def get_reddit_company_news(
else:
news_str += f"### {post['title']}\n\n{post['content']}\n\n"
return f"##{query} News Reddit, from {start_date} to {end_date}:\n\n{news_str}"
return f"##{query} News Reddit, from {start_date} to {end_date}:\n\n{news_str}"

View File

@ -1,8 +1,11 @@
import logging
import os
import time
from datetime import datetime, timedelta
from typing import List, Dict, Any
logger = logging.getLogger(__name__)
try:
from tavily import TavilyClient
TAVILY_AVAILABLE = True
@ -37,17 +40,17 @@ def _search_with_retry(client, query: str, search_depth: str, topic: str, time_r
error_str = str(e).lower()
if "rate" in error_str or "limit" in error_str or "429" in error_str:
wait_time = RETRY_BACKOFF * (attempt + 1) * 2
print(f"DEBUG: Tavily rate limited, waiting {wait_time}s before retry {attempt + 1}/{max_retries}")
logger.debug("Tavily rate limited, waiting %ds before retry %d/%d", wait_time, attempt + 1, max_retries)
time.sleep(wait_time)
last_exception = e
elif "timeout" in error_str or "timed out" in error_str:
wait_time = RETRY_BACKOFF * (attempt + 1)
print(f"DEBUG: Tavily timeout, waiting {wait_time}s before retry {attempt + 1}/{max_retries}")
logger.debug("Tavily timeout, waiting %ds before retry %d/%d", wait_time, attempt + 1, max_retries)
time.sleep(wait_time)
last_exception = e
elif "connection" in error_str or "network" in error_str:
wait_time = RETRY_BACKOFF * (attempt + 1)
print(f"DEBUG: Tavily connection error, waiting {wait_time}s before retry {attempt + 1}/{max_retries}")
logger.debug("Tavily connection error, waiting %ds before retry %d/%d", wait_time, attempt + 1, max_retries)
time.sleep(wait_time)
last_exception = e
else:
@ -57,13 +60,13 @@ def _search_with_retry(client, query: str, search_depth: str, topic: str, time_r
def get_bulk_news_tavily(lookback_hours: int) -> List[Dict[str, Any]]:
if not TAVILY_AVAILABLE:
print("DEBUG: Tavily library not installed")
logger.debug("Tavily library not installed")
return []
try:
client = TavilyClient(api_key=get_api_key())
except ValueError as e:
print(f"DEBUG: Tavily API key not configured: {e}")
logger.debug("Tavily API key not configured: %s", e)
return []
queries = [
@ -121,8 +124,8 @@ def get_bulk_news_tavily(lookback_hours: int) -> List[Dict[str, Any]]:
all_articles.append(article)
except Exception as e:
print(f"DEBUG: Tavily search failed for query '{query}': {e}")
logger.debug("Tavily search failed for query '%s': %s", query, e)
continue
print(f"DEBUG: Tavily returned {len(all_articles)} articles")
logger.debug("Tavily returned %d articles", len(all_articles))
return all_articles

View File

@ -1,15 +1,18 @@
import logging
import os
import json
import pandas as pd
from datetime import date, timedelta, datetime
from typing import Annotated
logger = logging.getLogger(__name__)
SavePathType = Annotated[str, "File path to save data. If None, data is not saved."]
def save_output(data: pd.DataFrame, tag: str, save_path: SavePathType = None) -> None:
if save_path:
data.to_csv(save_path)
print(f"{tag} saved to {save_path}")
logger.info("%s saved to %s", tag, save_path)
def get_current_date():

View File

@ -1,3 +1,4 @@
import logging
from typing import Annotated
from datetime import datetime
from dateutil.relativedelta import relativedelta
@ -5,6 +6,8 @@ import yfinance as yf
import os
from .stockstats_utils import StockstatsUtils
logger = logging.getLogger(__name__)
def get_YFin_data_online(
symbol: Annotated[str, "ticker symbol of the company"],
start_date: Annotated[str, "Start date in yyyy-mm-dd format"],
@ -14,32 +17,25 @@ def get_YFin_data_online(
datetime.strptime(start_date, "%Y-%m-%d")
datetime.strptime(end_date, "%Y-%m-%d")
# Create ticker object
ticker = yf.Ticker(symbol.upper())
# Fetch historical data for the specified date range
data = ticker.history(start=start_date, end=end_date)
# Check if data is empty
if data.empty:
return (
f"No data found for symbol '{symbol}' between {start_date} and {end_date}"
)
# Remove timezone info from index for cleaner output
if data.index.tz is not None:
data.index = data.index.tz_localize(None)
# Round numerical values to 2 decimal places for cleaner display
numeric_columns = ["Open", "High", "Low", "Close", "Adj Close"]
for col in numeric_columns:
if col in data.columns:
data[col] = data[col].round(2)
# Convert DataFrame to CSV string
csv_string = data.to_csv()
# Add header information
header = f"# Stock data for {symbol.upper()} from {start_date} to {end_date}\n"
header += f"# Total records: {len(data)}\n"
header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
@ -56,7 +52,6 @@ def get_stock_stats_indicators_window(
) -> str:
best_ind_params = {
# Moving Averages
"close_50_sma": (
"50 SMA: A medium-term trend indicator. "
"Usage: Identify trend direction and serve as dynamic support/resistance. "
@ -72,7 +67,6 @@ def get_stock_stats_indicators_window(
"Usage: Capture quick shifts in momentum and potential entry points. "
"Tips: Prone to noise in choppy markets; use alongside longer averages for filtering false signals."
),
# MACD Related
"macd": (
"MACD: Computes momentum via differences of EMAs. "
"Usage: Look for crossovers and divergence as signals of trend changes. "
@ -88,13 +82,11 @@ def get_stock_stats_indicators_window(
"Usage: Visualize momentum strength and spot divergence early. "
"Tips: Can be volatile; complement with additional filters in fast-moving markets."
),
# Momentum Indicators
"rsi": (
"RSI: Measures momentum to flag overbought/oversold conditions. "
"Usage: Apply 70/30 thresholds and watch for divergence to signal reversals. "
"Tips: In strong trends, RSI may remain extreme; always cross-check with trend analysis."
),
# Volatility Indicators
"boll": (
"Bollinger Middle: A 20 SMA serving as the basis for Bollinger Bands. "
"Usage: Acts as a dynamic benchmark for price movement. "
@ -115,7 +107,6 @@ def get_stock_stats_indicators_window(
"Usage: Set stop-loss levels and adjust position sizes based on current market volatility. "
"Tips: It's a reactive measure, so use it as part of a broader risk management strategy."
),
# Volume-Based Indicators
"vwma": (
"VWMA: A moving average weighted by volume. "
"Usage: Confirm trends by integrating price action with volume data. "
@ -137,34 +128,29 @@ def get_stock_stats_indicators_window(
curr_date_dt = datetime.strptime(curr_date, "%Y-%m-%d")
before = curr_date_dt - relativedelta(days=look_back_days)
# Optimized: Get stock data once and calculate indicators for all dates
try:
indicator_data = _get_stock_stats_bulk(symbol, indicator, curr_date)
# Generate the date range we need
current_dt = curr_date_dt
date_values = []
while current_dt >= before:
date_str = current_dt.strftime('%Y-%m-%d')
# Look up the indicator value for this date
if date_str in indicator_data:
indicator_value = indicator_data[date_str]
else:
indicator_value = "N/A: Not a trading day (weekend or holiday)"
date_values.append((date_str, indicator_value))
current_dt = current_dt - relativedelta(days=1)
# Build the result string
ind_string = ""
for date_str, value in date_values:
ind_string += f"{date_str}: {value}\n"
except Exception as e:
print(f"Error getting bulk stockstats data: {e}")
# Fallback to original implementation if bulk method fails
logger.error("Error getting bulk stockstats data: %s", e)
ind_string = ""
curr_date_dt = datetime.strptime(curr_date, "%Y-%m-%d")
while curr_date_dt >= before:
@ -189,21 +175,15 @@ def _get_stock_stats_bulk(
indicator: Annotated[str, "technical indicator to calculate"],
curr_date: Annotated[str, "current date for reference"]
) -> dict:
"""
Optimized bulk calculation of stock stats indicators.
Fetches data once and calculates indicator for all available dates.
Returns dict mapping date strings to indicator values.
"""
from .config import get_config
import pandas as pd
from stockstats import wrap
import os
config = get_config()
online = config["data_vendors"]["technical_indicators"] != "local"
if not online:
# Local data path
try:
data = pd.read_csv(
os.path.join(
@ -215,22 +195,21 @@ def _get_stock_stats_bulk(
except FileNotFoundError:
raise Exception("Stockstats fail: Yahoo Finance data not fetched yet!")
else:
# Online data fetching with caching
today_date = pd.Timestamp.today()
curr_date_dt = pd.to_datetime(curr_date)
end_date = today_date
start_date = today_date - pd.DateOffset(years=15)
start_date_str = start_date.strftime("%Y-%m-%d")
end_date_str = end_date.strftime("%Y-%m-%d")
os.makedirs(config["data_cache_dir"], exist_ok=True)
data_file = os.path.join(
config["data_cache_dir"],
f"{symbol}-YFin-data-{start_date_str}-{end_date_str}.csv",
)
if os.path.exists(data_file):
data = pd.read_csv(data_file)
data["Date"] = pd.to_datetime(data["Date"])
@ -245,25 +224,22 @@ def _get_stock_stats_bulk(
)
data = data.reset_index()
data.to_csv(data_file, index=False)
df = wrap(data)
df["Date"] = df["Date"].dt.strftime("%Y-%m-%d")
# Calculate the indicator for all rows at once
df[indicator] # This triggers stockstats to calculate the indicator
# Create a dictionary mapping date strings to indicator values
df[indicator]
result_dict = {}
for _, row in df.iterrows():
date_str = row["Date"]
indicator_value = row[indicator]
# Handle NaN/None values
if pd.isna(indicator_value):
result_dict[date_str] = "N/A"
else:
result_dict[date_str] = str(indicator_value)
return result_dict
@ -285,8 +261,9 @@ def get_stockstats_indicator(
curr_date,
)
except Exception as e:
print(
f"Error getting stockstats indicator data for indicator {indicator} on {curr_date}: {e}"
logger.error(
"Error getting stockstats indicator data for indicator %s on %s: %s",
indicator, curr_date, e
)
return ""
@ -298,27 +275,24 @@ def get_balance_sheet(
freq: Annotated[str, "frequency of data: 'annual' or 'quarterly'"] = "quarterly",
curr_date: Annotated[str, "current date (not used for yfinance)"] = None
):
"""Get balance sheet data from yfinance."""
try:
ticker_obj = yf.Ticker(ticker.upper())
if freq.lower() == "quarterly":
data = ticker_obj.quarterly_balance_sheet
else:
data = ticker_obj.balance_sheet
if data.empty:
return f"No balance sheet data found for symbol '{ticker}'"
# Convert to CSV string for consistency with other functions
csv_string = data.to_csv()
# Add header information
header = f"# Balance Sheet data for {ticker.upper()} ({freq})\n"
header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
return header + csv_string
except Exception as e:
return f"Error retrieving balance sheet for {ticker}: {str(e)}"
@ -328,27 +302,24 @@ def get_cashflow(
freq: Annotated[str, "frequency of data: 'annual' or 'quarterly'"] = "quarterly",
curr_date: Annotated[str, "current date (not used for yfinance)"] = None
):
"""Get cash flow data from yfinance."""
try:
ticker_obj = yf.Ticker(ticker.upper())
if freq.lower() == "quarterly":
data = ticker_obj.quarterly_cashflow
else:
data = ticker_obj.cashflow
if data.empty:
return f"No cash flow data found for symbol '{ticker}'"
# Convert to CSV string for consistency with other functions
csv_string = data.to_csv()
# Add header information
header = f"# Cash Flow data for {ticker.upper()} ({freq})\n"
header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
return header + csv_string
except Exception as e:
return f"Error retrieving cash flow for {ticker}: {str(e)}"
@ -358,27 +329,24 @@ def get_income_statement(
freq: Annotated[str, "frequency of data: 'annual' or 'quarterly'"] = "quarterly",
curr_date: Annotated[str, "current date (not used for yfinance)"] = None
):
"""Get income statement data from yfinance."""
try:
ticker_obj = yf.Ticker(ticker.upper())
if freq.lower() == "quarterly":
data = ticker_obj.quarterly_income_stmt
else:
data = ticker_obj.income_stmt
if data.empty:
return f"No income statement data found for symbol '{ticker}'"
# Convert to CSV string for consistency with other functions
csv_string = data.to_csv()
# Add header information
header = f"# Income Statement data for {ticker.upper()} ({freq})\n"
header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
return header + csv_string
except Exception as e:
return f"Error retrieving income statement for {ticker}: {str(e)}"
@ -386,22 +354,19 @@ def get_income_statement(
def get_insider_transactions(
ticker: Annotated[str, "ticker symbol of the company"]
):
"""Get insider transactions data from yfinance."""
try:
ticker_obj = yf.Ticker(ticker.upper())
data = ticker_obj.insider_transactions
if data is None or data.empty:
return f"No insider transactions data found for symbol '{ticker}'"
# Convert to CSV string for consistency with other functions
csv_string = data.to_csv()
# Add header information
header = f"# Insider Transactions data for {ticker.upper()}\n"
header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
return header + csv_string
except Exception as e:
return f"Error retrieving insider transactions for {ticker}: {str(e)}"
return f"Error retrieving insider transactions for {ticker}: {str(e)}"

View File

@ -1,5 +1,4 @@
# gets data/stats
import logging
import yfinance as yf
from typing import Annotated, Callable, Any, Optional
from pandas import DataFrame
@ -8,9 +7,10 @@ from functools import wraps
from .utils import save_output, SavePathType, decorate_all_methods
logger = logging.getLogger(__name__)
def init_ticker(func: Callable) -> Callable:
"""Decorator to initialize yf.Ticker and pass it to the function."""
@wraps(func)
def wrapper(symbol: Annotated[str, "ticker symbol"], *args, **kwargs) -> Any:
@ -33,19 +33,15 @@ class YFinanceUtils:
],
save_path: SavePathType = None,
) -> DataFrame:
"""retrieve stock price data for designated ticker symbol"""
ticker = symbol
# add one day to the end_date so that the data range is inclusive
end_date = pd.to_datetime(end_date) + pd.DateOffset(days=1)
end_date = end_date.strftime("%Y-%m-%d")
stock_data = ticker.history(start=start_date, end=end_date)
# save_output(stock_data, f"Stock data for {ticker.ticker}", save_path)
return stock_data
def get_stock_info(
symbol: Annotated[str, "ticker symbol"],
) -> dict:
"""Fetches and returns latest stock information."""
ticker = symbol
stock_info = ticker.info
return stock_info
@ -54,7 +50,6 @@ class YFinanceUtils:
symbol: Annotated[str, "ticker symbol"],
save_path: Optional[str] = None,
) -> DataFrame:
"""Fetches and returns company information as a DataFrame."""
ticker = symbol
info = ticker.info
company_info = {
@ -67,50 +62,43 @@ class YFinanceUtils:
company_info_df = DataFrame([company_info])
if save_path:
company_info_df.to_csv(save_path)
print(f"Company info for {ticker.ticker} saved to {save_path}")
logger.info("Company info for %s saved to %s", ticker.ticker, save_path)
return company_info_df
def get_stock_dividends(
symbol: Annotated[str, "ticker symbol"],
save_path: Optional[str] = None,
) -> DataFrame:
"""Fetches and returns the latest dividends data as a DataFrame."""
ticker = symbol
dividends = ticker.dividends
if save_path:
dividends.to_csv(save_path)
print(f"Dividends for {ticker.ticker} saved to {save_path}")
logger.info("Dividends for %s saved to %s", ticker.ticker, save_path)
return dividends
def get_income_stmt(symbol: Annotated[str, "ticker symbol"]) -> DataFrame:
"""Fetches and returns the latest income statement of the company as a DataFrame."""
ticker = symbol
income_stmt = ticker.financials
return income_stmt
def get_balance_sheet(symbol: Annotated[str, "ticker symbol"]) -> DataFrame:
"""Fetches and returns the latest balance sheet of the company as a DataFrame."""
ticker = symbol
balance_sheet = ticker.balance_sheet
return balance_sheet
def get_cash_flow(symbol: Annotated[str, "ticker symbol"]) -> DataFrame:
"""Fetches and returns the latest cash flow statement of the company as a DataFrame."""
ticker = symbol
cash_flow = ticker.cashflow
return cash_flow
def get_analyst_recommendations(symbol: Annotated[str, "ticker symbol"]) -> tuple:
"""Fetches the latest analyst recommendations and returns the most common recommendation and its count."""
ticker = symbol
recommendations = ticker.recommendations
if recommendations.empty:
return None, 0 # No recommendations available
return None, 0
# Assuming 'period' column exists and needs to be excluded
row_0 = recommendations.iloc[0, 1:] # Exclude 'period' column if necessary
row_0 = recommendations.iloc[0, 1:]
# Find the maximum voting result
max_votes = row_0.max()
majority_voting_result = row_0[row_0 == max_votes].index.tolist()

View File

@ -31,4 +31,8 @@ DEFAULT_CONFIG = {
"bulk_news_vendor_order": ["tavily", "brave", "alpha_vantage", "openai", "google"],
"bulk_news_timeout": 30,
"bulk_news_max_retries": 3,
"log_level": os.getenv("TRADINGAGENTS_LOG_LEVEL", "INFO"),
"log_dir": os.getenv("TRADINGAGENTS_LOG_DIR", "./logs"),
"log_console_enabled": os.getenv("TRADINGAGENTS_LOG_CONSOLE", "true").lower() in ("true", "1", "yes", "on"),
"log_file_enabled": os.getenv("TRADINGAGENTS_LOG_FILE", "true").lower() in ("true", "1", "yes", "on"),
}

View File

@ -1,3 +1,4 @@
import logging
import os
import signal
import threading
@ -54,6 +55,8 @@ from .propagation import Propagator
from .reflection import Reflector
from .signal_processing import SignalProcessor
logger = logging.getLogger(__name__)
class DiscoveryTimeoutException(Exception):
pass
@ -164,7 +167,7 @@ class TradingAgentsGraph:
if len(chunk["messages"]) == 0:
pass
else:
chunk["messages"][-1].pretty_print()
logger.debug("Agent message: %s", chunk["messages"][-1])
trace.append(chunk)
final_state = trace[-1]

121
tradingagents/logging.py Normal file
View File

@ -0,0 +1,121 @@
import logging
import logging.handlers
import os
import json
from datetime import datetime
LOG_LEVEL_DEFAULT = "INFO"
LOG_DIR_DEFAULT = "./logs"
LOG_FILE_NAME = "tradingagents.log"
LOG_MAX_BYTES = 10 * 1024 * 1024
LOG_BACKUP_COUNT = 5
_logging_initialized = False
class JSONFormatter(logging.Formatter):
def format(self, record):
log_record = {
"timestamp": datetime.utcnow().isoformat() + "Z",
"level": record.levelname,
"logger": record.name,
"message": record.getMessage(),
"filename": record.filename,
"funcName": record.funcName,
"lineno": record.lineno,
}
if record.exc_info:
log_record["exception"] = self.formatException(record.exc_info)
return json.dumps(log_record)
def _parse_bool(value):
if isinstance(value, bool):
return value
if isinstance(value, str):
return value.lower() in ("true", "1", "yes", "on")
return bool(value)
def _get_config_value(key, default):
try:
from tradingagents.default_config import DEFAULT_CONFIG
return DEFAULT_CONFIG.get(key, default)
except ImportError:
return default
def setup_logging():
global _logging_initialized
log_level_str = os.getenv("TRADINGAGENTS_LOG_LEVEL")
if log_level_str is None:
log_level_str = _get_config_value("log_level", LOG_LEVEL_DEFAULT)
log_dir = os.getenv("TRADINGAGENTS_LOG_DIR")
if log_dir is None:
log_dir = _get_config_value("log_dir", LOG_DIR_DEFAULT)
console_enabled_env = os.getenv("TRADINGAGENTS_LOG_CONSOLE")
if console_enabled_env is not None:
console_enabled = _parse_bool(console_enabled_env)
else:
console_enabled = _get_config_value("log_console_enabled", True)
file_enabled_env = os.getenv("TRADINGAGENTS_LOG_FILE")
if file_enabled_env is not None:
file_enabled = _parse_bool(file_enabled_env)
else:
file_enabled = _get_config_value("log_file_enabled", True)
log_level = getattr(logging, log_level_str.upper(), logging.INFO)
root_logger = logging.getLogger("tradingagents")
for handler in root_logger.handlers[:]:
root_logger.removeHandler(handler)
root_logger.setLevel(log_level)
if file_enabled:
os.makedirs(log_dir, exist_ok=True)
log_file_path = os.path.join(log_dir, LOG_FILE_NAME)
file_handler = logging.handlers.RotatingFileHandler(
log_file_path,
maxBytes=LOG_MAX_BYTES,
backupCount=LOG_BACKUP_COUNT,
)
file_handler.setLevel(log_level)
file_handler.setFormatter(JSONFormatter())
root_logger.addHandler(file_handler)
if console_enabled:
from rich.logging import RichHandler
from rich.console import Console
console = Console(stderr=True)
rich_handler = RichHandler(
console=console,
show_time=True,
show_level=True,
show_path=True,
rich_tracebacks=True,
)
rich_handler.setLevel(log_level)
root_logger.addHandler(rich_handler)
_logging_initialized = True
return root_logger
def get_logger(name):
global _logging_initialized
if not _logging_initialized:
setup_logging()
return logging.getLogger(name)