# -*- coding: utf-8 -*- """ tools ===== Functions that USERS will possibly want access to. """ from __future__ import absolute_import import os.path import warnings import six import math from plotly import utils from plotly import exceptions from plotly import session from plotly.graph_objs import graph_objs from plotly.graph_objs import Scatter, Marker # Warning format def warning_on_one_line(message, category, filename, lineno, file=None, line=None): return '%s:%s: %s:\n\n%s\n\n' % (filename, lineno, category.__name__, message) warnings.formatwarning = warning_on_one_line try: from . import matplotlylib _matplotlylib_imported = True except ImportError: _matplotlylib_imported = False try: import IPython import IPython.core.display _ipython_imported = True except ImportError: _ipython_imported = False try: import numpy as np _numpy_imported = True except ImportError: _numpy_imported = False try: import scipy import scipy.stats _scipy_imported = True except ImportError: _scipy_imported = False PLOTLY_DIR = os.path.join(os.path.expanduser("~"), ".plotly") CREDENTIALS_FILE = os.path.join(PLOTLY_DIR, ".credentials") CONFIG_FILE = os.path.join(PLOTLY_DIR, ".config") TEST_DIR = os.path.join(os.path.expanduser("~"), ".test") TEST_FILE = os.path.join(PLOTLY_DIR, ".permission_test") # this sets both the DEFAULTS and the TYPES for these items _FILE_CONTENT = {CREDENTIALS_FILE: {'username': '', 'api_key': '', 'proxy_username': '', 'proxy_password': '', 'stream_ids': []}, CONFIG_FILE: {'plotly_domain': 'https://plot.ly', 'plotly_streaming_domain': 'stream.plot.ly', 'plotly_api_domain': 'https://api.plot.ly', 'plotly_ssl_verification': True, 'plotly_proxy_authorization': False, 'world_readable': True}} try: os.mkdir(TEST_DIR) os.rmdir(TEST_DIR) if not os.path.exists(PLOTLY_DIR): os.mkdir(PLOTLY_DIR) f = open(TEST_FILE, 'w') f.write('testing\n') f.close() os.remove(TEST_FILE) _file_permissions = True except: _file_permissions = False def get_config_defaults(): """ Convenience function to check current settings against defaults. Example: if plotly_domain != get_config_defaults()['plotly_domain']: # do something """ return dict(_FILE_CONTENT[CONFIG_FILE]) # performs a shallow copy def check_file_permissions(): return _file_permissions def ensure_local_plotly_files(): """Ensure that filesystem is setup/filled out in a valid way""" if _file_permissions: for fn in [CREDENTIALS_FILE, CONFIG_FILE]: utils.ensure_file_exists(fn) contents = utils.load_json_dict(fn) for key, val in list(_FILE_CONTENT[fn].items()): # TODO: removed type checking below, may want to revisit if key not in contents: contents[key] = val contents_keys = list(contents.keys()) for key in contents_keys: if key not in _FILE_CONTENT[fn]: del contents[key] utils.save_json_dict(fn, contents) else: warnings.warn("Looks like you don't have 'read-write' permission to " "your 'home' ('~') directory or to our '~/.plotly' " "directory. That means plotly's python api can't setup " "local configuration files. No problem though! You'll " "just have to sign-in using 'plotly.plotly.sign_in()'. " "For help with that: 'help(plotly.plotly.sign_in)'." "\nQuestions? support@plot.ly") ### credentials tools ### def set_credentials_file(username=None, api_key=None, stream_ids=None, proxy_username=None, proxy_password=None): """Set the keyword-value pairs in `~/.plotly_credentials`. :param (str) username: The username you'd use to sign in to Plotly :param (str) api_key: The api key associated with above username :param (list) stream_ids: Stream tokens for above credentials :param (str) proxy_username: The un associated with with your Proxy :param (str) proxy_password: The pw associated with your Proxy un """ if not _file_permissions: raise exceptions.PlotlyError("You don't have proper file permissions " "to run this function.") ensure_local_plotly_files() # make sure what's there is OK credentials = get_credentials_file() if isinstance(username, six.string_types): credentials['username'] = username if isinstance(api_key, six.string_types): credentials['api_key'] = api_key if isinstance(proxy_username, six.string_types): credentials['proxy_username'] = proxy_username if isinstance(proxy_password, six.string_types): credentials['proxy_password'] = proxy_password if isinstance(stream_ids, (list, tuple)): credentials['stream_ids'] = stream_ids utils.save_json_dict(CREDENTIALS_FILE, credentials) ensure_local_plotly_files() # make sure what we just put there is OK def get_credentials_file(*args): """Return specified args from `~/.plotly_credentials`. as dict. Returns all if no arguments are specified. Example: get_credentials_file('username') """ if _file_permissions: ensure_local_plotly_files() # make sure what's there is OK return utils.load_json_dict(CREDENTIALS_FILE, *args) else: return _FILE_CONTENT[CREDENTIALS_FILE] def reset_credentials_file(): ensure_local_plotly_files() # make sure what's there is OK utils.save_json_dict(CREDENTIALS_FILE, {}) ensure_local_plotly_files() # put the defaults back ### config tools ### def set_config_file(plotly_domain=None, plotly_streaming_domain=None, plotly_api_domain=None, plotly_ssl_verification=None, plotly_proxy_authorization=None, world_readable=None): """Set the keyword-value pairs in `~/.plotly/.config`. :param (str) plotly_domain: ex - https://plot.ly :param (str) plotly_streaming_domain: ex - stream.plot.ly :param (str) plotly_api_domain: ex - https://api.plot.ly :param (bool) plotly_ssl_verification: True = verify, False = don't verify :param (bool) plotly_proxy_authorization: True = use plotly proxy auth creds :param (bool) world_readable: True = public, False = private """ if not _file_permissions: raise exceptions.PlotlyError("You don't have proper file permissions " "to run this function.") ensure_local_plotly_files() # make sure what's there is OK settings = get_config_file() if isinstance(plotly_domain, six.string_types): settings['plotly_domain'] = plotly_domain elif plotly_domain is not None: raise TypeError('Input should be a string') if isinstance(plotly_streaming_domain, six.string_types): settings['plotly_streaming_domain'] = plotly_streaming_domain elif plotly_streaming_domain is not None: raise TypeError('Input should be a string') if isinstance(plotly_api_domain, six.string_types): settings['plotly_api_domain'] = plotly_api_domain elif plotly_api_domain is not None: raise TypeError('Input should be a string') if isinstance(plotly_ssl_verification, (six.string_types, bool)): settings['plotly_ssl_verification'] = plotly_ssl_verification elif plotly_ssl_verification is not None: raise TypeError('Input should be a boolean') if isinstance(plotly_proxy_authorization, (six.string_types, bool)): settings['plotly_proxy_authorization'] = plotly_proxy_authorization elif plotly_proxy_authorization is not None: raise TypeError('Input should be a boolean') if isinstance(world_readable, bool): settings['world_readable'] = world_readable kwargs = {'world_readable': world_readable} session.update_session_plot_options(**kwargs) elif world_readable is not None: raise TypeError('Input should be a boolean') utils.save_json_dict(CONFIG_FILE, settings) ensure_local_plotly_files() # make sure what we just put there is OK def get_config_file(*args): """Return specified args from `~/.plotly/.config`. as tuple. Returns all if no arguments are specified. Example: get_config_file('plotly_domain') """ if _file_permissions: ensure_local_plotly_files() # make sure what's there is OK return utils.load_json_dict(CONFIG_FILE, *args) else: return _FILE_CONTENT[CONFIG_FILE] def reset_config_file(): ensure_local_plotly_files() # make sure what's there is OK f = open(CONFIG_FILE, 'w') f.close() ensure_local_plotly_files() # put the defaults back ### embed tools ### def get_embed(file_owner_or_url, file_id=None, width="100%", height=525): """Returns HTML code to embed figure on a webpage as an ").format( plotly_rest_url=plotly_rest_url, file_owner=file_owner, file_id=file_id, iframe_height=height, iframe_width=width) else: s = ("").format( plotly_rest_url=plotly_rest_url, file_owner=file_owner, file_id=file_id, share_key=share_key, iframe_height=height, iframe_width=width) return s def embed(file_owner_or_url, file_id=None, width="100%", height=525): """Embeds existing Plotly figure in IPython Notebook Plotly uniquely identifies figures with a 'file_owner'/'file_id' pair. Since each file is given a corresponding unique url, you may also simply pass a valid plotly url as the first argument. Note, if you're using a file_owner string as the first argument, you MUST specify a `file_id` keyword argument. Else, if you're using a url string as the first argument, you MUST NOT specify a `file_id` keyword argument, or file_id must be set to Python's None value. Positional arguments: file_owner_or_url (string) -- a valid plotly username OR a valid plotly url Keyword arguments: file_id (default=None) -- an int or string that can be converted to int if you're using a url, don't fill this in! width (default="100%") -- an int or string corresp. to width of the figure height (default="525") -- same as width but corresp. to the height of the figure """ try: s = get_embed(file_owner_or_url, file_id=file_id, width=width, height=height) # see if we are in the SageMath Cloud from sage_salvus import html return html(s, hide=False) except: pass if _ipython_imported: if file_id: plotly_domain = ( session.get_session_config().get('plotly_domain') or get_config_file()['plotly_domain'] ) url = "{plotly_domain}/~{un}/{fid}".format( plotly_domain=plotly_domain, un=file_owner_or_url, fid=file_id) else: url = file_owner_or_url return PlotlyDisplay(url, width, height) else: if (get_config_defaults()['plotly_domain'] != session.get_session_config()['plotly_domain']): feedback_email = 'feedback@plot.ly' else: # different domain likely means enterprise feedback_email = 'support@plot.ly' warnings.warn( "Looks like you're not using IPython or Sage to embed this " "plot. If you just want the *embed code*,\ntry using " "`get_embed()` instead." '\nQuestions? {}'.format(feedback_email)) ### mpl-related tools ### @utils.template_doc(**get_config_file()) def mpl_to_plotly(fig, resize=False, strip_style=False, verbose=False): """Convert a matplotlib figure to plotly dictionary and send. All available information about matplotlib visualizations are stored within a matplotlib.figure.Figure object. You can create a plot in python using matplotlib, store the figure object, and then pass this object to the fig_to_plotly function. In the background, mplexporter is used to crawl through the mpl figure object for appropriate information. This information is then systematically sent to the PlotlyRenderer which creates the JSON structure used to make plotly visualizations. Finally, these dictionaries are sent to plotly and your browser should open up a new tab for viewing! Optionally, if you're working in IPython, you can set notebook=True and the PlotlyRenderer will call plotly.iplot instead of plotly.plot to have the graph appear directly in the IPython notebook. Note, this function gives the user access to a simple, one-line way to render an mpl figure in plotly. If you need to trouble shoot, you can do this step manually by NOT running this fuction and entereing the following: =========================================================================== from mplexporter import Exporter from mplexporter.renderers import PlotlyRenderer # create an mpl figure and store it under a varialble 'fig' renderer = PlotlyRenderer() exporter = Exporter(renderer) exporter.run(fig) =========================================================================== You can then inspect the JSON structures by accessing these: renderer.layout -- a plotly layout dictionary renderer.data -- a list of plotly data dictionaries Positional arguments: fig -- a matplotlib figure object username -- a valid plotly username ** api_key -- a valid api_key for the above username ** notebook -- an option for use with an IPython notebook ** Don't have a username/api_key? Try looking here: {plotly_domain}/plot ** Forgot your api_key? Try signing in and looking here: {plotly_domain}/python/getting-started """ if _matplotlylib_imported: renderer = matplotlylib.PlotlyRenderer() matplotlylib.Exporter(renderer).run(fig) if resize: renderer.resize() if strip_style: renderer.strip_style() if verbose: print(renderer.msg) return renderer.plotly_fig else: warnings.warn( "To use Plotly's matplotlylib functionality, you'll need to have " "matplotlib successfully installed with all of its dependencies. " "You're getting this error because matplotlib or one of its " "dependencies doesn't seem to be installed correctly.") ### graph_objs related tools ### def get_subplots(rows=1, columns=1, print_grid=False, **kwargs): """Return a dictionary instance with the subplots set in 'layout'. Example 1: # stack two subplots vertically fig = tools.get_subplots(rows=2) fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x1', yaxis='y1')] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x2', yaxis='y2')] Example 2: # print out string showing the subplot grid you've put in the layout fig = tools.get_subplots(rows=3, columns=2, print_grid=True) Keywords arguments with constant defaults: rows (kwarg, int greater than 0, default=1): Number of rows, evenly spaced vertically on the figure. columns (kwarg, int greater than 0, default=1): Number of columns, evenly spaced horizontally on the figure. horizontal_spacing (kwarg, float in [0,1], default=0.1): Space between subplot columns. Applied to all columns. vertical_spacing (kwarg, float in [0,1], default=0.05): Space between subplot rows. Applied to all rows. print_grid (kwarg, True | False, default=False): If True, prints a tab-delimited string representation of your plot grid. Keyword arguments with variable defaults: horizontal_spacing (kwarg, float in [0,1], default=0.2 / columns): Space between subplot columns. vertical_spacing (kwarg, float in [0,1], default=0.3 / rows): Space between subplot rows. """ warnings.warn( "tools.get_subplots is depreciated. " "Please use tools.make_subplots instead." ) # Throw exception for non-integer rows and columns if not isinstance(rows, int) or rows <= 0: raise Exception("Keyword argument 'rows' " "must be an int greater than 0") if not isinstance(columns, int) or columns <= 0: raise Exception("Keyword argument 'columns' " "must be an int greater than 0") # Throw exception if non-valid kwarg is sent VALID_KWARGS = ['horizontal_spacing', 'vertical_spacing'] for key in kwargs.keys(): if key not in VALID_KWARGS: raise Exception("Invalid keyword argument: '{0}'".format(key)) # Set 'horizontal_spacing' / 'vertical_spacing' w.r.t. rows / columns try: horizontal_spacing = float(kwargs['horizontal_spacing']) except KeyError: horizontal_spacing = 0.2 / columns try: vertical_spacing = float(kwargs['vertical_spacing']) except KeyError: vertical_spacing = 0.3 / rows fig = dict(layout=graph_objs.Layout()) # will return this at the end plot_width = (1 - horizontal_spacing * (columns - 1)) / columns plot_height = (1 - vertical_spacing * (rows - 1)) / rows plot_num = 0 for rrr in range(rows): for ccc in range(columns): xaxis_name = 'xaxis{0}'.format(plot_num + 1) x_anchor = 'y{0}'.format(plot_num + 1) x_start = (plot_width + horizontal_spacing) * ccc x_end = x_start + plot_width yaxis_name = 'yaxis{0}'.format(plot_num + 1) y_anchor = 'x{0}'.format(plot_num + 1) y_start = (plot_height + vertical_spacing) * rrr y_end = y_start + plot_height xaxis = graph_objs.XAxis(domain=[x_start, x_end], anchor=x_anchor) fig['layout'][xaxis_name] = xaxis yaxis = graph_objs.YAxis(domain=[y_start, y_end], anchor=y_anchor) fig['layout'][yaxis_name] = yaxis plot_num += 1 if print_grid: print("This is the format of your plot grid!") grid_string = "" plot = 1 for rrr in range(rows): grid_line = "" for ccc in range(columns): grid_line += "[{0}]\t".format(plot) plot += 1 grid_string = grid_line + '\n' + grid_string print(grid_string) return graph_objs.Figure(fig) # forces us to validate what we just did... def make_subplots(rows=1, cols=1, shared_xaxes=False, shared_yaxes=False, start_cell='top-left', print_grid=True, **kwargs): """Return an instance of plotly.graph_objs.Figure with the subplots domain set in 'layout'. Example 1: # stack two subplots vertically fig = tools.make_subplots(rows=2) This is the format of your plot grid: [ (1,1) x1,y1 ] [ (2,1) x2,y2 ] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2])] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x2', yaxis='y2')] # or see Figure.append_trace Example 2: # subplots with shared x axes fig = tools.make_subplots(rows=2, shared_xaxes=True) This is the format of your plot grid: [ (1,1) x1,y1 ] [ (2,1) x1,y2 ] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2])] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], yaxis='y2')] Example 3: # irregular subplot layout (more examples below under 'specs') fig = tools.make_subplots(rows=2, cols=2, specs=[[{}, {}], [{'colspan': 2}, None]]) This is the format of your plot grid! [ (1,1) x1,y1 ] [ (1,2) x2,y2 ] [ (2,1) x3,y3 - ] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2])] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x2', yaxis='y2')] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x3', yaxis='y3')] Example 4: # insets fig = tools.make_subplots(insets=[{'cell': (1,1), 'l': 0.7, 'b': 0.3}]) This is the format of your plot grid! [ (1,1) x1,y1 ] With insets: [ x2,y2 ] over [ (1,1) x1,y1 ] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2])] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x2', yaxis='y2')] Example 5: # include subplot titles fig = tools.make_subplots(rows=2, subplot_titles=('Plot 1','Plot 2')) This is the format of your plot grid: [ (1,1) x1,y1 ] [ (2,1) x2,y2 ] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2])] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x2', yaxis='y2')] Example 6: # Include subplot title on one plot (but not all) fig = tools.make_subplots(insets=[{'cell': (1,1), 'l': 0.7, 'b': 0.3}], subplot_titles=('','Inset')) This is the format of your plot grid! [ (1,1) x1,y1 ] With insets: [ x2,y2 ] over [ (1,1) x1,y1 ] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2])] fig['data'] += [Scatter(x=[1,2,3], y=[2,1,2], xaxis='x2', yaxis='y2')] Keywords arguments with constant defaults: rows (kwarg, int greater than 0, default=1): Number of rows in the subplot grid. cols (kwarg, int greater than 0, default=1): Number of columns in the subplot grid. shared_xaxes (kwarg, boolean or list, default=False) Assign shared x axes. If True, subplots in the same grid column have one common shared x-axis at the bottom of the gird. To assign shared x axes per subplot grid cell (see 'specs'), send list (or list of lists, one list per shared x axis) of cell index tuples. shared_yaxes (kwarg, boolean or list, default=False) Assign shared y axes. If True, subplots in the same grid row have one common shared y-axis on the left-hand side of the gird. To assign shared y axes per subplot grid cell (see 'specs'), send list (or list of lists, one list per shared y axis) of cell index tuples. start_cell (kwarg, 'bottom-left' or 'top-left', default='top-left') Choose the starting cell in the subplot grid used to set the domains of the subplots. print_grid (kwarg, boolean, default=True): If True, prints a tab-delimited string representation of your plot grid. Keyword arguments with variable defaults: horizontal_spacing (kwarg, float in [0,1], default=0.2 / cols): Space between subplot columns. Applies to all columns (use 'specs' subplot-dependents spacing) vertical_spacing (kwarg, float in [0,1], default=0.3 / rows): Space between subplot rows. Applies to all rows (use 'specs' subplot-dependents spacing) subplot_titles (kwarg, list of strings, default=empty list): Title of each subplot. "" can be included in the list if no subplot title is desired in that space so that the titles are properly indexed. specs (kwarg, list of lists of dictionaries): Subplot specifications. ex1: specs=[[{}, {}], [{'colspan': 2}, None]] ex2: specs=[[{'rowspan': 2}, {}], [None, {}]] - Indices of the outer list correspond to subplot grid rows starting from the bottom. The number of rows in 'specs' must be equal to 'rows'. - Indices of the inner lists correspond to subplot grid columns starting from the left. The number of columns in 'specs' must be equal to 'cols'. - Each item in the 'specs' list corresponds to one subplot in a subplot grid. (N.B. The subplot grid has exactly 'rows' times 'cols' cells.) - Use None for blank a subplot cell (or to move pass a col/row span). - Note that specs[0][0] has the specs of the 'start_cell' subplot. - Each item in 'specs' is a dictionary. The available keys are: * is_3d (boolean, default=False): flag for 3d scenes * colspan (int, default=1): number of subplot columns for this subplot to span. * rowspan (int, default=1): number of subplot rows for this subplot to span. * l (float, default=0.0): padding left of cell * r (float, default=0.0): padding right of cell * t (float, default=0.0): padding right of cell * b (float, default=0.0): padding bottom of cell - Use 'horizontal_spacing' and 'vertical_spacing' to adjust the spacing in between the subplots. insets (kwarg, list of dictionaries): Inset specifications. - Each item in 'insets' is a dictionary. The available keys are: * cell (tuple, default=(1,1)): (row, col) index of the subplot cell to overlay inset axes onto. * is_3d (boolean, default=False): flag for 3d scenes * l (float, default=0.0): padding left of inset in fraction of cell width * w (float or 'to_end', default='to_end') inset width in fraction of cell width ('to_end': to cell right edge) * b (float, default=0.0): padding bottom of inset in fraction of cell height * h (float or 'to_end', default='to_end') inset height in fraction of cell height ('to_end': to cell top edge) """ # Throw exception for non-integer rows and cols if not isinstance(rows, int) or rows <= 0: raise Exception("Keyword argument 'rows' " "must be an int greater than 0") if not isinstance(cols, int) or cols <= 0: raise Exception("Keyword argument 'cols' " "must be an int greater than 0") # Dictionary of things start_cell START_CELL_all = { 'bottom-left': { # 'natural' setup where x & y domains increase monotonically 'col_dir': 1, 'row_dir': 1 }, 'top-left': { # 'default' setup visually matching the 'specs' list of lists 'col_dir': 1, 'row_dir': -1 } # TODO maybe add 'bottom-right' and 'top-right' } # Throw exception for invalid 'start_cell' values try: START_CELL = START_CELL_all[start_cell] except KeyError: raise Exception("Invalid 'start_cell' value") # Throw exception if non-valid kwarg is sent VALID_KWARGS = ['horizontal_spacing', 'vertical_spacing', 'specs', 'insets', 'subplot_titles'] for key in kwargs.keys(): if key not in VALID_KWARGS: raise Exception("Invalid keyword argument: '{0}'".format(key)) # Set 'subplot_titles' subplot_titles = kwargs.get('subplot_titles', [""] * rows * cols) # Set 'horizontal_spacing' / 'vertical_spacing' w.r.t. rows / cols try: horizontal_spacing = float(kwargs['horizontal_spacing']) except KeyError: horizontal_spacing = 0.2 / cols try: vertical_spacing = float(kwargs['vertical_spacing']) except KeyError: if 'subplot_titles' in kwargs: vertical_spacing = 0.5 / rows else: vertical_spacing = 0.3 / rows # Sanitize 'specs' (must be a list of lists) exception_msg = "Keyword argument 'specs' must be a list of lists" try: specs = kwargs['specs'] if not isinstance(specs, list): raise Exception(exception_msg) else: for spec_row in specs: if not isinstance(spec_row, list): raise Exception(exception_msg) except KeyError: specs = [[{} for c in range(cols)] for r in range(rows)] # default 'specs' # Throw exception if specs is over or under specified if len(specs) != rows: raise Exception("The number of rows in 'specs' " "must be equal to 'rows'") for r, spec_row in enumerate(specs): if len(spec_row) != cols: raise Exception("The number of columns in 'specs' " "must be equal to 'cols'") # Sanitize 'insets' try: insets = kwargs['insets'] if not isinstance(insets, list): raise Exception("Keyword argument 'insets' must be a list") except KeyError: insets = False # Throw exception if non-valid key / fill in defaults def _check_keys_and_fill(name, arg, defaults): def _checks(item, defaults): if item is None: return if not isinstance(item, dict): raise Exception("Items in keyword argument '{name}' must be " "dictionaries or None".format(name=name)) for k in item.keys(): if k not in defaults.keys(): raise Exception("Invalid key '{k}' in keyword " "argument '{name}'".format(k=k, name=name)) for k in defaults.keys(): if k not in item.keys(): item[k] = defaults[k] for arg_i in arg: if isinstance(arg_i, list): for arg_ii in arg_i: _checks(arg_ii, defaults) elif isinstance(arg_i, dict): _checks(arg_i, defaults) # Default spec key-values SPEC_defaults = dict( is_3d=False, colspan=1, rowspan=1, l=0.0, r=0.0, b=0.0, t=0.0 # TODO add support for 'w' and 'h' ) _check_keys_and_fill('specs', specs, SPEC_defaults) # Default inset key-values if insets: INSET_defaults = dict( cell=(1, 1), is_3d=False, l=0.0, w='to_end', b=0.0, h='to_end' ) _check_keys_and_fill('insets', insets, INSET_defaults) # Set width & height of each subplot cell (excluding padding) width = (1. - horizontal_spacing * (cols - 1)) / cols height = (1. - vertical_spacing * (rows - 1)) / rows # Built row/col sequence using 'row_dir' and 'col_dir' COL_DIR = START_CELL['col_dir'] ROW_DIR = START_CELL['row_dir'] col_seq = range(cols)[::COL_DIR] row_seq = range(rows)[::ROW_DIR] # [grid] Build subplot grid (coord tuple of cell) grid = [[((width + horizontal_spacing) * c, (height + vertical_spacing) * r) for c in col_seq] for r in row_seq] # [grid_ref] Initialize the grid and insets' axis-reference lists grid_ref = [[None for c in range(cols)] for r in range(rows)] insets_ref = [None for inset in range(len(insets))] if insets else None layout = graph_objs.Layout() # init layout object # Function handling logic around 2d axis labels # Returns 'x{}' | 'y{}' def _get_label(x_or_y, r, c, cnt, shared_axes): # Default label (given strictly by cnt) label = "{x_or_y}{cnt}".format(x_or_y=x_or_y, cnt=cnt) if isinstance(shared_axes, bool): if shared_axes: if x_or_y == 'x': label = "{x_or_y}{c}".format(x_or_y=x_or_y, c=c + 1) if x_or_y == 'y': label = "{x_or_y}{r}".format(x_or_y=x_or_y, r=r + 1) if isinstance(shared_axes, list): if isinstance(shared_axes[0], tuple): shared_axes = [shared_axes] # TODO put this elsewhere for shared_axis in shared_axes: if (r + 1, c + 1) in shared_axis: label = { 'x': "x{0}".format(shared_axis[0][1]), 'y': "y{0}".format(shared_axis[0][0]) }[x_or_y] return label # Row in grid of anchor row if shared_xaxes=True ANCHOR_ROW = 0 if ROW_DIR > 0 else rows - 1 # Function handling logic around 2d axis anchors # Return 'x{}' | 'y{}' | 'free' | False def _get_anchors(r, c, x_cnt, y_cnt, shared_xaxes, shared_yaxes): # Default anchors (give strictly by cnt) x_anchor = "y{y_cnt}".format(y_cnt=y_cnt) y_anchor = "x{x_cnt}".format(x_cnt=x_cnt) if isinstance(shared_xaxes, bool): if shared_xaxes: if r != ANCHOR_ROW: x_anchor = False y_anchor = 'free' if shared_yaxes and c != 0: # TODO covers all cases? y_anchor = False return x_anchor, y_anchor elif isinstance(shared_xaxes, list): if isinstance(shared_xaxes[0], tuple): shared_xaxes = [shared_xaxes] # TODO put this elsewhere for shared_xaxis in shared_xaxes: if (r + 1, c + 1) in shared_xaxis[1:]: x_anchor = False y_anchor = 'free' # TODO covers all cases? if isinstance(shared_yaxes, bool): if shared_yaxes: if c != 0: y_anchor = False x_anchor = 'free' if shared_xaxes and r != ANCHOR_ROW: # TODO all cases? x_anchor = False return x_anchor, y_anchor elif isinstance(shared_yaxes, list): if isinstance(shared_yaxes[0], tuple): shared_yaxes = [shared_yaxes] # TODO put this elsewhere for shared_yaxis in shared_yaxes: if (r + 1, c + 1) in shared_yaxis[1:]: y_anchor = False x_anchor = 'free' # TODO covers all cases? return x_anchor, y_anchor list_of_domains = [] # added for subplot titles # Function pasting x/y domains in layout object (2d case) def _add_domain(layout, x_or_y, label, domain, anchor, position): name = label[0] + 'axis' + label[1:] graph_obj = '{X_or_Y}Axis'.format(X_or_Y=x_or_y.upper()) axis = getattr(graph_objs, graph_obj)(domain=domain) if anchor: axis['anchor'] = anchor if isinstance(position, float): axis['position'] = position layout[name] = axis list_of_domains.append(domain) # added for subplot titles # Function pasting x/y domains in layout object (3d case) def _add_domain_is_3d(layout, s_label, x_domain, y_domain): scene = graph_objs.Scene(domain={'x': x_domain, 'y': y_domain}) layout[s_label] = scene x_cnt = y_cnt = s_cnt = 1 # subplot axis/scene counters # Loop through specs -- (r, c) <-> (row, col) for r, spec_row in enumerate(specs): for c, spec in enumerate(spec_row): if spec is None: # skip over None cells continue c_spanned = c + spec['colspan'] - 1 # get spanned c r_spanned = r + spec['rowspan'] - 1 # get spanned r # Throw exception if 'colspan' | 'rowspan' is too large for grid if c_spanned >= cols: raise Exception("Some 'colspan' value is too large for " "this subplot grid.") if r_spanned >= rows: raise Exception("Some 'rowspan' value is too large for " "this subplot grid.") # Get x domain using grid and colspan x_s = grid[r][c][0] + spec['l'] x_e = grid[r][c_spanned][0] + width - spec['r'] x_domain = [x_s, x_e] # Get y domain (dep. on row_dir) using grid & r_spanned if ROW_DIR > 0: y_s = grid[r][c][1] + spec['b'] y_e = grid[r_spanned][c][1] + height - spec['t'] else: y_s = grid[r_spanned][c][1] + spec['b'] y_e = grid[r][c][1] + height - spec['t'] y_domain = [y_s, y_e] if spec['is_3d']: # Add scene to layout s_label = 'scene{0}'.format(s_cnt) _add_domain_is_3d(layout, s_label, x_domain, y_domain) grid_ref[r][c] = (s_label, ) s_cnt += 1 else: # Get axis label and anchor x_label = _get_label('x', r, c, x_cnt, shared_xaxes) y_label = _get_label('y', r, c, y_cnt, shared_yaxes) x_anchor, y_anchor = _get_anchors(r, c, x_cnt, y_cnt, shared_xaxes, shared_yaxes) # Add a xaxis to layout (N.B anchor == False -> no axis) if x_anchor: if x_anchor == 'free': x_position = y_domain[0] else: x_position = False _add_domain(layout, 'x', x_label, x_domain, x_anchor, x_position) x_cnt += 1 # Add a yaxis to layout (N.B anchor == False -> no axis) if y_anchor: if y_anchor == 'free': y_position = x_domain[0] else: y_position = False _add_domain(layout, 'y', y_label, y_domain, y_anchor, y_position) y_cnt += 1 grid_ref[r][c] = (x_label, y_label) # fill in ref # Loop through insets if insets: for i_inset, inset in enumerate(insets): r = inset['cell'][0] - 1 c = inset['cell'][1] - 1 # Throw exception if r | c is out of range if not (0 <= r < rows): raise Exception("Some 'cell' row value is out of range. " "Note: the starting cell is (1, 1)") if not (0 <= c < cols): raise Exception("Some 'cell' col value is out of range. " "Note: the starting cell is (1, 1)") # Get inset x domain using grid x_s = grid[r][c][0] + inset['l'] * width if inset['w'] == 'to_end': x_e = grid[r][c][0] + width else: x_e = x_s + inset['w'] * width x_domain = [x_s, x_e] # Get inset y domain using grid y_s = grid[r][c][1] + inset['b'] * height if inset['h'] == 'to_end': y_e = grid[r][c][1] + height else: y_e = y_s + inset['h'] * height y_domain = [y_s, y_e] if inset['is_3d']: # Add scene to layout s_label = 'scene{0}'.format(s_cnt) _add_domain_is_3d(layout, s_label, x_domain, y_domain) insets_ref[i_inset] = (s_label, ) s_cnt += 1 else: # Get axis label and anchor x_label = _get_label('x', False, False, x_cnt, False) y_label = _get_label('y', False, False, y_cnt, False) x_anchor, y_anchor = _get_anchors(r, c, x_cnt, y_cnt, False, False) # Add a xaxis to layout (N.B insets always have anchors) _add_domain(layout, 'x', x_label, x_domain, x_anchor, False) x_cnt += 1 # Add a yayis to layout (N.B insets always have anchors) _add_domain(layout, 'y', y_label, y_domain, y_anchor, False) y_cnt += 1 insets_ref[i_inset] = (x_label, y_label) # fill in ref # [grid_str] Set the grid's string representation sp = " " # space between cell s_str = "[ " # cell start string e_str = " ]" # cell end string colspan_str = ' -' # colspan string rowspan_str = ' |' # rowspan string empty_str = ' (empty) ' # empty cell string # Init grid_str with intro message grid_str = "This is the format of your plot grid:\n" # Init tmp list of lists of strings (sorta like 'grid_ref' but w/ strings) _tmp = [['' for c in range(cols)] for r in range(rows)] # Define cell string as function of (r, c) and grid_ref def _get_cell_str(r, c, ref): return '({r},{c}) {ref}'.format(r=r + 1, c=c + 1, ref=','.join(ref)) # Find max len of _cell_str, add define a padding function cell_len = max([len(_get_cell_str(r, c, ref)) for r, row_ref in enumerate(grid_ref) for c, ref in enumerate(row_ref) if ref]) + len(s_str) + len(e_str) def _pad(s, cell_len=cell_len): return ' ' * (cell_len - len(s)) # Loop through specs, fill in _tmp for r, spec_row in enumerate(specs): for c, spec in enumerate(spec_row): ref = grid_ref[r][c] if ref is None: if _tmp[r][c] == '': _tmp[r][c] = empty_str + _pad(empty_str) continue cell_str = s_str + _get_cell_str(r, c, ref) if spec['colspan'] > 1: for cc in range(1, spec['colspan'] - 1): _tmp[r][c + cc] = colspan_str + _pad(colspan_str) _tmp[r][c + spec['colspan'] - 1] = ( colspan_str + _pad(colspan_str + e_str)) + e_str else: cell_str += e_str if spec['rowspan'] > 1: for rr in range(1, spec['rowspan'] - 1): _tmp[r + rr][c] = rowspan_str + _pad(rowspan_str) for cc in range(spec['colspan']): _tmp[r + spec['rowspan'] - 1][c + cc] = ( rowspan_str + _pad(rowspan_str)) _tmp[r][c] = cell_str + _pad(cell_str) # Append grid_str using data from _tmp in the correct order for r in row_seq[::-1]: grid_str += sp.join(_tmp[r]) + '\n' # Append grid_str to include insets info if insets: grid_str += "\nWith insets:\n" for i_inset, inset in enumerate(insets): r = inset['cell'][0] - 1 c = inset['cell'][1] - 1 ref = grid_ref[r][c] grid_str += ( s_str + ','.join(insets_ref[i_inset]) + e_str + ' over ' + s_str + _get_cell_str(r, c, ref) + e_str + '\n' ) # Add subplot titles # If shared_axes is False (default) use list_of_domains # This is used for insets and irregular layouts if not shared_xaxes and not shared_yaxes: x_dom = list_of_domains[::2] y_dom = list_of_domains[1::2] subtitle_pos_x = [] subtitle_pos_y = [] for x_domains in x_dom: subtitle_pos_x.append(sum(x_domains) / 2) for y_domains in y_dom: subtitle_pos_y.append(y_domains[1]) # If shared_axes is True the domin of each subplot is not returned so the # title position must be calculated for each subplot else: subtitle_pos_x = [None] * cols subtitle_pos_y = [None] * rows delt_x = (x_e - x_s) for index in range(cols): subtitle_pos_x[index] = ((delt_x / 2) + ((delt_x + horizontal_spacing) * index)) subtitle_pos_x *= rows for index in range(rows): subtitle_pos_y[index] = (1 - ((y_e + vertical_spacing) * index)) subtitle_pos_y *= cols subtitle_pos_y = sorted(subtitle_pos_y, reverse=True) plot_titles = [] for index in range(len(subplot_titles)): if not subplot_titles[index]: pass else: plot_titles.append({'y': subtitle_pos_y[index], 'xref': 'paper', 'x': subtitle_pos_x[index], 'yref': 'paper', 'text': subplot_titles[index], 'showarrow': False, 'font': graph_objs.Font(size=16), 'xanchor': 'center', 'yanchor': 'bottom' }) layout['annotations'] = plot_titles if print_grid: print(grid_str) fig = graph_objs.Figure(layout=layout) fig._grid_ref = grid_ref fig._grid_str = grid_str return fig def get_valid_graph_obj(obj, obj_type=None): """Returns a new graph object that is guaranteed to pass validate(). CAREFUL: this will *silently* strip out invalid pieces of the object. """ try: new_obj = graph_objs.get_class_instance_by_name( obj.__class__.__name__) except KeyError: try: new_obj = graph_objs.get_class_instance_by_name(obj_type) except KeyError: raise exceptions.PlotlyError( "'{0}' nor '{1}' are recognizable graph_objs.". format(obj.__class__.__name__, obj_type)) if isinstance(new_obj, list): new_obj += obj else: for key, val in list(obj.items()): new_obj[key] = val new_obj.force_clean() return new_obj def validate(obj, obj_type): """Validate a dictionary, list, or graph object as 'obj_type'. This will not alter the 'obj' referenced in the call signature. It will raise an error if the 'obj' reference could not be instantiated as a valid 'obj_type' graph object. """ try: obj_type = graph_objs.KEY_TO_NAME[obj_type] except KeyError: pass try: test_obj = graph_objs.get_class_instance_by_name(obj_type, obj) except KeyError: raise exceptions.PlotlyError( "'{0}' is not a recognizable graph_obj.". format(obj_type)) def validate_stream(obj, obj_type): """Validate a data dictionary (only) for use with streaming. An error is raised if a key within (or nested within) is not streamable. """ try: obj_type = graph_objs.KEY_TO_NAME[obj_type] except KeyError: pass info = graph_objs.INFO[graph_objs.NAME_TO_KEY[obj_type]] for key, val in list(obj.items()): if key == 'type': continue if 'streamable' in info['keymeta'][key].keys(): if not info['keymeta'][key]['streamable']: raise exceptions.PlotlyError( "The '{0}' key is not streamable in the '{1}' " "object".format( key, obj_type ) ) else: raise exceptions.PlotlyError( "The '{0}' key is not streamable in the '{1}' object".format( key, obj_type ) ) try: sub_obj_type = graph_objs.KEY_TO_NAME[key] validate_stream(val, sub_obj_type) except KeyError: pass def _replace_newline(obj): """Replaces '\n' with '
' for all strings in a collection.""" if isinstance(obj, dict): d = dict() for key, val in list(obj.items()): d[key] = _replace_newline(val) return d elif isinstance(obj, list): l = list() for index, entry in enumerate(obj): l += [_replace_newline(entry)] return l elif isinstance(obj, six.string_types): s = obj.replace('\n', '
') if s != obj: warnings.warn("Looks like you used a newline character: '\\n'.\n\n" "Plotly uses a subset of HTML escape characters\n" "to do things like newline (
), bold (),\n" "italics (), etc. Your newline characters \n" "have been converted to '
' so they will show \n" "up right on your Plotly figure!") return s else: return obj # we return the actual reference... but DON'T mutate. if _ipython_imported: class PlotlyDisplay(IPython.core.display.HTML): """An IPython display object for use with plotly urls PlotlyDisplay objects should be instantiated with a url for a plot. IPython will *choose* the proper display representation from any Python object, and using provided methods if they exist. By defining the following, if an HTML display is unusable, the PlotlyDisplay object can provide alternate representations. """ def __init__(self, url, width, height): self.resource = url self.embed_code = get_embed(url, width=width, height=height) super(PlotlyDisplay, self).__init__(data=self.embed_code) def _repr_html_(self): return self.embed_code def return_figure_from_figure_or_data(figure_or_data, validate_figure): if isinstance(figure_or_data, dict): figure = figure_or_data elif isinstance(figure_or_data, list): figure = {'data': figure_or_data} else: raise exceptions.PlotlyError("The `figure_or_data` positional " "argument must be either " "`dict`-like or `list`-like.") if validate_figure: try: validate(figure, obj_type='Figure') except exceptions.PlotlyError as err: raise exceptions.PlotlyError("Invalid 'figure_or_data' argument. " "Plotly will not be able to properly " "parse the resulting JSON. If you " "want to send this 'figure_or_data' " "to Plotly anyway (not recommended), " "you can set 'validate=False' as a " "plot option.\nHere's why you're " "seeing this error:\n\n{0}" "".format(err)) if not figure['data']: raise exceptions.PlotlyEmptyDataError( "Empty data list found. Make sure that you populated the " "list of data objects you're sending and try again.\n" "Questions? support@plot.ly" ) return figure # Default colours for finance charts _DEFAULT_INCREASING_COLOR = '#3D9970' # http://clrs.cc _DEFAULT_DECREASING_COLOR = '#FF4136' class FigureFactory(object): """ BETA functions to create specific chart types. This is beta as in: subject to change in a backwards incompatible way without notice. Supported chart types include candlestick, open high low close, quiver, and streamline. See FigureFactory.create_candlestick, FigureFactory.create_ohlc, FigureFactory.create_quiver, or FigureFactory.create_streamline for for more infomation and examples of a specific chart type. """ @staticmethod def _validate_equal_length(*args): """ Validates that data lists or ndarrays are the same length. :raises: (PlotlyError) If any data lists are not the same length. """ length = len(args[0]) if any(len(lst) != length for lst in args): raise exceptions.PlotlyError("Oops! Your data lists or ndarrays " "should be the same length.") @staticmethod def _validate_ohlc(open, high, low, close, direction, **kwargs): """ ohlc and candlestick specific validations Specifically, this checks that the high value is the greatest value and the low value is the lowest value in each unit. See FigureFactory.create_ohlc() or FigureFactory.create_candlestick() for params :raises: (PlotlyError) If the high value is not the greatest value in each unit. :raises: (PlotlyError) If the low value is not the lowest value in each unit. :raises: (PlotlyError) If direction is not 'increasing' or 'decreasing' """ for lst in [open, low, close]: for index in range(len(high)): if high[index] < lst[index]: raise exceptions.PlotlyError("Oops! Looks like some of " "your high values are less " "the corresponding open, " "low, or close values. " "Double check that your data " "is entered in O-H-L-C order") for lst in [open, high, close]: for index in range(len(low)): if low[index] > lst[index]: raise exceptions.PlotlyError("Oops! Looks like some of " "your low values are greater " "than the corresponding high" ", open, or close values. " "Double check that your data " "is entered in O-H-L-C order") direction_opts = ('increasing', 'decreasing', 'both') if direction not in direction_opts: raise exceptions.PlotlyError("direction must be defined as " "'increasing', 'decreasing', or " "'both'") @staticmethod def _validate_distplot(hist_data, curve_type): """ distplot specific validations :raises: (PlotlyError) If hist_data is not a list of lists :raises: (PlotlyError) If curve_type is not valid (i.e. not 'kde' or 'normal'). """ try: import pandas as pd _pandas_imported = True except ImportError: _pandas_imported = False hist_data_types = (list,) if _numpy_imported: hist_data_types += (np.ndarray,) if _pandas_imported: hist_data_types += (pd.core.series.Series,) if not isinstance(hist_data[0], hist_data_types): raise exceptions.PlotlyError("Oops, this function was written " "to handle multiple datasets, if " "you want to plot just one, make " "sure your hist_data variable is " "still a list of lists, i.e. x = " "[1, 2, 3] -> x = [[1, 2, 3]]") curve_opts = ('kde', 'normal') if curve_type not in curve_opts: raise exceptions.PlotlyError("curve_type must be defined as " "'kde' or 'normal'") if _scipy_imported is False: raise ImportError("FigureFactory.create_distplot requires scipy") @staticmethod def _validate_positive_scalars(**kwargs): """ Validates that all values given in key/val pairs are positive. Accepts kwargs to improve Exception messages. :raises: (PlotlyError) If any value is < 0 or raises. """ for key, val in kwargs.items(): try: if val <= 0: raise ValueError('{} must be > 0, got {}'.format(key, val)) except TypeError: raise exceptions.PlotlyError('{} must be a number, got {}' .format(key, val)) @staticmethod def _validate_streamline(x, y): """ streamline specific validations Specifically, this checks that x and y are both evenly spaced, and that the package numpy is available. See FigureFactory.create_streamline() for params :raises: (ImportError) If numpy is not available. :raises: (PlotlyError) If x is not evenly spaced. :raises: (PlotlyError) If y is not evenly spaced. """ if _numpy_imported is False: raise ImportError("FigureFactory.create_streamline requires numpy") for index in range(len(x) - 1): if ((x[index + 1] - x[index]) - (x[1] - x[0])) > .0001: raise exceptions.PlotlyError("x must be a 1 dimensional, " "evenly spaced array") for index in range(len(y) - 1): if ((y[index + 1] - y[index]) - (y[1] - y[0])) > .0001: raise exceptions.PlotlyError("y must be a 1 dimensional, " "evenly spaced array") @staticmethod def _flatten(array): """ Uses list comprehension to flatten array :param (array): An iterable to flatten :raises (PlotlyError): If iterable is not nested. :rtype (list): The flattened list. """ try: return [item for sublist in array for item in sublist] except TypeError: raise exceptions.PlotlyError("Your data array could not be " "flattened! Make sure your data is " "entered as lists or ndarrays!") @staticmethod def create_quiver(x, y, u, v, scale=.1, arrow_scale=.3, angle=math.pi / 9, **kwargs): """ Returns data for a quiver plot. :param (list|ndarray) x: x coordinates of the arrow locations :param (list|ndarray) y: y coordinates of the arrow locations :param (list|ndarray) u: x components of the arrow vectors :param (list|ndarray) v: y components of the arrow vectors :param (float in [0,1]) scale: scales size of the arrows(ideally to avoid overlap). Default = .1 :param (float in [0,1]) arrow_scale: value multiplied to length of barb to get length of arrowhead. Default = .3 :param (angle in radians) angle: angle of arrowhead. Default = pi/9 :param kwargs: kwargs passed through plotly.graph_objs.Scatter for more information on valid kwargs call help(plotly.graph_objs.Scatter) :rtype (dict): returns a representation of quiver figure. Example 1: Trivial Quiver ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF import math # 1 Arrow from (0,0) to (1,1) fig = FF.create_quiver(x=[0], y=[0], u=[1], v=[1], scale=1) py.plot(fig, filename='quiver') ``` Example 2: Quiver plot using meshgrid ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF import numpy as np import math # Add data x,y = np.meshgrid(np.arange(0, 2, .2), np.arange(0, 2, .2)) u = np.cos(x)*y v = np.sin(x)*y #Create quiver fig = FF.create_quiver(x, y, u, v) # Plot py.plot(fig, filename='quiver') ``` Example 3: Styling the quiver plot ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF import numpy as np import math # Add data x, y = np.meshgrid(np.arange(-np.pi, math.pi, .5), np.arange(-math.pi, math.pi, .5)) u = np.cos(x)*y v = np.sin(x)*y # Create quiver fig = FF.create_quiver(x, y, u, v, scale=.2, arrow_scale=.3, angle=math.pi/6, name='Wind Velocity', line=Line(width=1)) # Add title to layout fig['layout'].update(title='Quiver Plot') # Plot py.plot(fig, filename='quiver') ``` """ FigureFactory._validate_equal_length(x, y, u, v) FigureFactory._validate_positive_scalars(arrow_scale=arrow_scale, scale=scale) barb_x, barb_y = _Quiver(x, y, u, v, scale, arrow_scale, angle).get_barbs() arrow_x, arrow_y = _Quiver(x, y, u, v, scale, arrow_scale, angle).get_quiver_arrows() quiver = Scatter(x=barb_x + arrow_x, y=barb_y + arrow_y, mode='lines', **kwargs) data = [quiver] layout = graph_objs.Layout(hovermode='closest') return dict(data=data, layout=layout) @staticmethod def create_streamline(x, y, u, v, density=1, angle=math.pi / 9, arrow_scale=.09, **kwargs): """ Returns data for a streamline plot. :param (list|ndarray) x: 1 dimensional, evenly spaced list or array :param (list|ndarray) y: 1 dimensional, evenly spaced list or array :param (ndarray) u: 2 dimensional array :param (ndarray) v: 2 dimensional array :param (float|int) density: controls the density of streamlines in plot. This is multiplied by 30 to scale similiarly to other available streamline functions such as matplotlib. Default = 1 :param (angle in radians) angle: angle of arrowhead. Default = pi/9 :param (float in [0,1]) arrow_scale: value to scale length of arrowhead Default = .09 :param kwargs: kwargs passed through plotly.graph_objs.Scatter for more information on valid kwargs call help(plotly.graph_objs.Scatter) :rtype (dict): returns a representation of streamline figure. Example 1: Plot simple streamline and increase arrow size ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF import numpy as np import math # Add data x = np.linspace(-3, 3, 100) y = np.linspace(-3, 3, 100) Y, X = np.meshgrid(x, y) u = -1 - X**2 + Y v = 1 + X - Y**2 u = u.T # Transpose v = v.T # Transpose # Create streamline fig = FF.create_streamline(x, y, u, v, arrow_scale=.1) # Plot py.plot(fig, filename='streamline') ``` Example 2: from nbviewer.ipython.org/github/barbagroup/AeroPython ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF import numpy as np import math # Add data N = 50 x_start, x_end = -2.0, 2.0 y_start, y_end = -1.0, 1.0 x = np.linspace(x_start, x_end, N) y = np.linspace(y_start, y_end, N) X, Y = np.meshgrid(x, y) ss = 5.0 x_s, y_s = -1.0, 0.0 # Compute the velocity field on the mesh grid u_s = ss/(2*np.pi) * (X-x_s)/((X-x_s)**2 + (Y-y_s)**2) v_s = ss/(2*np.pi) * (Y-y_s)/((X-x_s)**2 + (Y-y_s)**2) # Create streamline fig = FF.create_streamline(x, y, u_s, v_s, density=2, name='streamline') # Add source point point = Scatter(x=[x_s], y=[y_s], mode='markers', marker=Marker(size=14), name='source point') # Plot fig['data'].append(point) py.plot(fig, filename='streamline') ``` """ FigureFactory._validate_equal_length(x, y) FigureFactory._validate_equal_length(u, v) FigureFactory._validate_streamline(x, y) FigureFactory._validate_positive_scalars(density=density, arrow_scale=arrow_scale) streamline_x, streamline_y = _Streamline(x, y, u, v, density, angle, arrow_scale).sum_streamlines() arrow_x, arrow_y = _Streamline(x, y, u, v, density, angle, arrow_scale).get_streamline_arrows() streamline = Scatter(x=streamline_x + arrow_x, y=streamline_y + arrow_y, mode='lines', **kwargs) data = [streamline] layout = graph_objs.Layout(hovermode='closest') return dict(data=data, layout=layout) @staticmethod def _make_increasing_ohlc(open, high, low, close, dates, **kwargs): """ Makes increasing ohlc sticks _make_increasing_ohlc() and _make_decreasing_ohlc separate the increasing trace from the decreasing trace so kwargs (such as color) can be passed separately to increasing or decreasing traces when direction is set to 'increasing' or 'decreasing' in FigureFactory.create_candlestick() :param (list) open: opening values :param (list) high: high values :param (list) low: low values :param (list) close: closing values :param (list) dates: list of datetime objects. Default: None :param kwargs: kwargs to be passed to increasing trace via plotly.graph_objs.Scatter. :rtype (trace) ohlc_incr_data: Scatter trace of all increasing ohlc sticks. """ (flat_increase_x, flat_increase_y, text_increase) = _OHLC(open, high, low, close, dates).get_increase() if 'name' in kwargs: showlegend = True else: kwargs.setdefault('name', 'Increasing') showlegend = False kwargs.setdefault('line', dict(color=_DEFAULT_INCREASING_COLOR, width=1)) kwargs.setdefault('text', text_increase) ohlc_incr = dict(type='scatter', x=flat_increase_x, y=flat_increase_y, mode='lines', showlegend=showlegend, **kwargs) return ohlc_incr @staticmethod def _make_decreasing_ohlc(open, high, low, close, dates, **kwargs): """ Makes decreasing ohlc sticks :param (list) open: opening values :param (list) high: high values :param (list) low: low values :param (list) close: closing values :param (list) dates: list of datetime objects. Default: None :param kwargs: kwargs to be passed to increasing trace via plotly.graph_objs.Scatter. :rtype (trace) ohlc_decr_data: Scatter trace of all decreasing ohlc sticks. """ (flat_decrease_x, flat_decrease_y, text_decrease) = _OHLC(open, high, low, close, dates).get_decrease() kwargs.setdefault('line', dict(color=_DEFAULT_DECREASING_COLOR, width=1)) kwargs.setdefault('text', text_decrease) kwargs.setdefault('showlegend', False) kwargs.setdefault('name', 'Decreasing') ohlc_decr = dict(type='scatter', x=flat_decrease_x, y=flat_decrease_y, mode='lines', **kwargs) return ohlc_decr @staticmethod def create_ohlc(open, high, low, close, dates=None, direction='both', **kwargs): """ BETA function that creates an ohlc chart :param (list) open: opening values :param (list) high: high values :param (list) low: low values :param (list) close: closing :param (list) dates: list of datetime objects. Default: None :param (string) direction: direction can be 'increasing', 'decreasing', or 'both'. When the direction is 'increasing', the returned figure consists of all units where the close value is greater than the corresponding open value, and when the direction is 'decreasing', the returned figure consists of all units where the close value is less than or equal to the corresponding open value. When the direction is 'both', both increasing and decreasing units are returned. Default: 'both' :param kwargs: kwargs passed through plotly.graph_objs.Scatter. These kwargs describe other attributes about the ohlc Scatter trace such as the color or the legend name. For more information on valid kwargs call help(plotly.graph_objs.Scatter) :rtype (dict): returns a representation of an ohlc chart figure. Example 1: Simple OHLC chart from a Pandas DataFrame ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF from datetime import datetime import pandas.io.data as web df = web.DataReader("aapl", 'yahoo', datetime(2008, 8, 15), datetime(2008, 10, 15)) fig = FF.create_ohlc(df.Open, df.High, df.Low, df.Close, dates=df.index) py.plot(fig, filename='finance/aapl-ohlc') ``` Example 2: Add text and annotations to the OHLC chart ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF from datetime import datetime import pandas.io.data as web df = web.DataReader("aapl", 'yahoo', datetime(2008, 8, 15), datetime(2008, 10, 15)) fig = FF.create_ohlc(df.Open, df.High, df.Low, df.Close, dates=df.index) # Update the fig - all options here: https://plot.ly/python/reference/#Layout fig['layout'].update({ 'title': 'The Great Recession', 'yaxis': {'title': 'AAPL Stock'}, 'shapes': [{ 'x0': '2008-09-15', 'x1': '2008-09-15', 'type': 'line', 'y0': 0, 'y1': 1, 'xref': 'x', 'yref': 'paper', 'line': {'color': 'rgb(40,40,40)', 'width': 0.5} }], 'annotations': [{ 'text': "the fall of Lehman Brothers", 'x': '2008-09-15', 'y': 1.02, 'xref': 'x', 'yref': 'paper', 'showarrow': False, 'xanchor': 'left' }] }) py.plot(fig, filename='finance/aapl-recession-ohlc', validate=False) ``` Example 3: Customize the OHLC colors ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF from plotly.graph_objs import Line, Marker from datetime import datetime import pandas.io.data as web df = web.DataReader("aapl", 'yahoo', datetime(2008, 1, 1), datetime(2009, 4, 1)) # Make increasing ohlc sticks and customize their color and name fig_increasing = FF.create_ohlc(df.Open, df.High, df.Low, df.Close, dates=df.index, direction='increasing', name='AAPL', line=Line(color='rgb(150, 200, 250)')) # Make decreasing ohlc sticks and customize their color and name fig_decreasing = FF.create_ohlc(df.Open, df.High, df.Low, df.Close, dates=df.index, direction='decreasing', line=Line(color='rgb(128, 128, 128)')) # Initialize the figure fig = fig_increasing # Add decreasing data with .extend() fig['data'].extend(fig_decreasing['data']) py.iplot(fig, filename='finance/aapl-ohlc-colors', validate=False) ``` Example 4: OHLC chart with datetime objects ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF from datetime import datetime # Add data open_data = [33.0, 33.3, 33.5, 33.0, 34.1] high_data = [33.1, 33.3, 33.6, 33.2, 34.8] low_data = [32.7, 32.7, 32.8, 32.6, 32.8] close_data = [33.0, 32.9, 33.3, 33.1, 33.1] dates = [datetime(year=2013, month=10, day=10), datetime(year=2013, month=11, day=10), datetime(year=2013, month=12, day=10), datetime(year=2014, month=1, day=10), datetime(year=2014, month=2, day=10)] # Create ohlc fig = FF.create_ohlc(open_data, high_data, low_data, close_data, dates=dates) py.iplot(fig, filename='finance/simple-ohlc', validate=False) ``` """ if dates is not None: FigureFactory._validate_equal_length(open, high, low, close, dates) else: FigureFactory._validate_equal_length(open, high, low, close) FigureFactory._validate_ohlc(open, high, low, close, direction, **kwargs) if direction is 'increasing': ohlc_incr = FigureFactory._make_increasing_ohlc(open, high, low, close, dates, **kwargs) data = [ohlc_incr] elif direction is 'decreasing': ohlc_decr = FigureFactory._make_decreasing_ohlc(open, high, low, close, dates, **kwargs) data = [ohlc_decr] else: ohlc_incr = FigureFactory._make_increasing_ohlc(open, high, low, close, dates, **kwargs) ohlc_decr = FigureFactory._make_decreasing_ohlc(open, high, low, close, dates, **kwargs) data = [ohlc_incr, ohlc_decr] layout = graph_objs.Layout(xaxis=dict(zeroline=False), hovermode='closest') return dict(data=data, layout=layout) @staticmethod def _make_increasing_candle(open, high, low, close, dates, **kwargs): """ Makes boxplot trace for increasing candlesticks _make_increasing_candle() and _make_decreasing_candle separate the increasing traces from the decreasing traces so kwargs (such as color) can be passed separately to increasing or decreasing traces when direction is set to 'increasing' or 'decreasing' in FigureFactory.create_candlestick() :param (list) open: opening values :param (list) high: high values :param (list) low: low values :param (list) close: closing values :param (list) dates: list of datetime objects. Default: None :param kwargs: kwargs to be passed to increasing trace via plotly.graph_objs.Scatter. :rtype (list) candle_incr_data: list of the box trace for increasing candlesticks. """ increase_x, increase_y = _Candlestick( open, high, low, close, dates, **kwargs).get_candle_increase() if 'line' in kwargs: kwargs.setdefault('fillcolor', kwargs['line']['color']) else: kwargs.setdefault('fillcolor', _DEFAULT_INCREASING_COLOR) if 'name' in kwargs: kwargs.setdefault('showlegend', True) else: kwargs.setdefault('showlegend', False) kwargs.setdefault('name', 'Increasing') kwargs.setdefault('line', dict(color=_DEFAULT_INCREASING_COLOR)) candle_incr_data = dict(type='box', x=increase_x, y=increase_y, whiskerwidth=0, boxpoints=False, **kwargs) return [candle_incr_data] @staticmethod def _make_decreasing_candle(open, high, low, close, dates, **kwargs): """ Makes boxplot trace for decreasing candlesticks :param (list) open: opening values :param (list) high: high values :param (list) low: low values :param (list) close: closing values :param (list) dates: list of datetime objects. Default: None :param kwargs: kwargs to be passed to decreasing trace via plotly.graph_objs.Scatter. :rtype (list) candle_decr_data: list of the box trace for decreasing candlesticks. """ decrease_x, decrease_y = _Candlestick( open, high, low, close, dates, **kwargs).get_candle_decrease() if 'line' in kwargs: kwargs.setdefault('fillcolor', kwargs['line']['color']) else: kwargs.setdefault('fillcolor', _DEFAULT_DECREASING_COLOR) kwargs.setdefault('showlegend', False) kwargs.setdefault('line', dict(color=_DEFAULT_DECREASING_COLOR)) kwargs.setdefault('name', 'Decreasing') candle_decr_data = dict(type='box', x=decrease_x, y=decrease_y, whiskerwidth=0, boxpoints=False, **kwargs) return [candle_decr_data] @staticmethod def create_candlestick(open, high, low, close, dates=None, direction='both', **kwargs): """ BETA function that creates a candlestick chart :param (list) open: opening values :param (list) high: high values :param (list) low: low values :param (list) close: closing values :param (list) dates: list of datetime objects. Default: None :param (string) direction: direction can be 'increasing', 'decreasing', or 'both'. When the direction is 'increasing', the returned figure consists of all candlesticks where the close value is greater than the corresponding open value, and when the direction is 'decreasing', the returned figure consists of all candlesticks where the close value is less than or equal to the corresponding open value. When the direction is 'both', both increasing and decreasing candlesticks are returned. Default: 'both' :param kwargs: kwargs passed through plotly.graph_objs.Scatter. These kwargs describe other attributes about the ohlc Scatter trace such as the color or the legend name. For more information on valid kwargs call help(plotly.graph_objs.Scatter) :rtype (dict): returns a representation of candlestick chart figure. Example 1: Simple candlestick chart from a Pandas DataFrame ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF from datetime import datetime import pandas.io.data as web df = web.DataReader("aapl", 'yahoo', datetime(2007, 10, 1), datetime(2009, 4, 1)) fig = FF.create_candlestick(df.Open, df.High, df.Low, df.Close, dates=df.index) py.plot(fig, filename='finance/aapl-candlestick', validate=False) ``` Example 2: Add text and annotations to the candlestick chart ``` fig = FF.create_candlestick(df.Open, df.High, df.Low, df.Close, dates=df.index) # Update the fig - all options here: https://plot.ly/python/reference/#Layout fig['layout'].update({ 'title': 'The Great Recession', 'yaxis': {'title': 'AAPL Stock'}, 'shapes': [{ 'x0': '2007-12-01', 'x1': '2007-12-01', 'y0': 0, 'y1': 1, 'xref': 'x', 'yref': 'paper', 'line': {'color': 'rgb(30,30,30)', 'width': 1} }], 'annotations': [{ 'x': '2007-12-01', 'y': 0.05, 'xref': 'x', 'yref': 'paper', 'showarrow': False, 'xanchor': 'left', 'text': 'Official start of the recession' }] }) py.plot(fig, filename='finance/aapl-recession-candlestick', validate=False) ``` Example 3: Customize the candlestick colors ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF from plotly.graph_objs import Line, Marker from datetime import datetime import pandas.io.data as web df = web.DataReader("aapl", 'yahoo', datetime(2008, 1, 1), datetime(2009, 4, 1)) # Make increasing candlesticks and customize their color and name fig_increasing = FF.create_candlestick(df.Open, df.High, df.Low, df.Close, dates=df.index, direction='increasing', name='AAPL', marker=Marker(color='rgb(150, 200, 250)'), line=Line(color='rgb(150, 200, 250)')) # Make decreasing candlesticks and customize their color and name fig_decreasing = FF.create_candlestick(df.Open, df.High, df.Low, df.Close, dates=df.index, direction='decreasing', marker=Marker(color='rgb(128, 128, 128)'), line=Line(color='rgb(128, 128, 128)')) # Initialize the figure fig = fig_increasing # Add decreasing data with .extend() fig['data'].extend(fig_decreasing['data']) py.iplot(fig, filename='finance/aapl-candlestick-custom', validate=False) ``` Example 4: Candlestick chart with datetime objects ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF from datetime import datetime # Add data open_data = [33.0, 33.3, 33.5, 33.0, 34.1] high_data = [33.1, 33.3, 33.6, 33.2, 34.8] low_data = [32.7, 32.7, 32.8, 32.6, 32.8] close_data = [33.0, 32.9, 33.3, 33.1, 33.1] dates = [datetime(year=2013, month=10, day=10), datetime(year=2013, month=11, day=10), datetime(year=2013, month=12, day=10), datetime(year=2014, month=1, day=10), datetime(year=2014, month=2, day=10)] # Create ohlc fig = FF.create_candlestick(open_data, high_data, low_data, close_data, dates=dates) py.iplot(fig, filename='finance/simple-candlestick', validate=False) ``` """ if dates is not None: FigureFactory._validate_equal_length(open, high, low, close, dates) else: FigureFactory._validate_equal_length(open, high, low, close) FigureFactory._validate_ohlc(open, high, low, close, direction, **kwargs) if direction is 'increasing': candle_incr_data = FigureFactory._make_increasing_candle( open, high, low, close, dates, **kwargs) data = candle_incr_data elif direction is 'decreasing': candle_decr_data = FigureFactory._make_decreasing_candle( open, high, low, close, dates, **kwargs) data = candle_decr_data else: candle_incr_data = FigureFactory._make_increasing_candle( open, high, low, close, dates, **kwargs) candle_decr_data = FigureFactory._make_decreasing_candle( open, high, low, close, dates, **kwargs) data = candle_incr_data + candle_decr_data layout = graph_objs.Layout() return dict(data=data, layout=layout) @staticmethod def create_distplot(hist_data, group_labels, bin_size=1., curve_type='kde', colors=[], rug_text=[], show_hist=True, show_curve=True, show_rug=True): """ BETA function that creates a distplot similar to seaborn.distplot The distplot can be composed of all or any combination of the following 3 components: (1) histogram, (2) curve: (a) kernal density estimation or (b) normal curve, and (3) rug plot. Additionally, multiple distplots (from multiple datasets) can be created in the same plot. :param (list[list]) hist_data: Use list of lists to plot multiple data sets on the same plot. :param (list[str]) group_labels: Names for each data set. :param (float) bin_size: Size of histogram bins. Default = 1. :param (str) curve_type: 'kde' or 'normal'. Default = 'kde' :param (bool) show_hist: Add histogram to distplot? Default = True :param (bool) show_curve: Add curve to distplot? Default = True :param (bool) show_rug: Add rug to distplot? Default = True :param (list[str]) colors: Colors for traces. :param (list[list]) rug_text: Hovertext values for rug_plot, :return (dict): Representation of a distplot figure. Example 1: Simple distplot of 1 data set ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF hist_data = [[1.1, 1.1, 2.5, 3.0, 3.5, 3.5, 4.1, 4.4, 4.5, 4.5, 5.0, 5.0, 5.2, 5.5, 5.5, 5.5, 5.5, 5.5, 6.1, 7.0]] group_labels = ['distplot example'] fig = FF.create_distplot(hist_data, group_labels) url = py.plot(fig, filename='Simple distplot', validate=False) ``` Example 2: Two data sets and added rug text ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF # Add histogram data hist1_x = [0.8, 1.2, 0.2, 0.6, 1.6, -0.9, -0.07, 1.95, 0.9, -0.2, -0.5, 0.3, 0.4, -0.37, 0.6] hist2_x = [0.8, 1.5, 1.5, 0.6, 0.59, 1.0, 0.8, 1.7, 0.5, 0.8, -0.3, 1.2, 0.56, 0.3, 2.2] # Group data together hist_data = [hist1_x, hist2_x] group_labels = ['2012', '2013'] # Add text rug_text_1 = ['a1', 'b1', 'c1', 'd1', 'e1', 'f1', 'g1', 'h1', 'i1', 'j1', 'k1', 'l1', 'm1', 'n1', 'o1'] rug_text_2 = ['a2', 'b2', 'c2', 'd2', 'e2', 'f2', 'g2', 'h2', 'i2', 'j2', 'k2', 'l2', 'm2', 'n2', 'o2'] # Group text together rug_text_all = [rug_text_1, rug_text_2] # Create distplot fig = FF.create_distplot( hist_data, group_labels, rug_text=rug_text_all, bin_size=.2) # Add title fig['layout'].update(title='Dist Plot') # Plot! url = py.plot(fig, filename='Distplot with rug text', validate=False) ``` Example 3: Plot with normal curve and hide rug plot ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF import numpy as np x1 = np.random.randn(190) x2 = np.random.randn(200)+1 x3 = np.random.randn(200)-1 x4 = np.random.randn(210)+2 hist_data = [x1, x2, x3, x4] group_labels = ['2012', '2013', '2014', '2015'] fig = FF.create_distplot( hist_data, group_labels, curve_type='normal', show_rug=False, bin_size=.4) url = py.plot(fig, filename='hist and normal curve', validate=False) Example 4: Distplot with Pandas ``` import plotly.plotly as py from plotly.tools import FigureFactory as FF import numpy as np import pandas as pd df = pd.DataFrame({'2012': np.random.randn(200), '2013': np.random.randn(200)+1}) py.iplot(FF.create_distplot([df[c] for c in df.columns], df.columns), filename='examples/distplot with pandas', validate=False) ``` """ FigureFactory._validate_distplot(hist_data, curve_type) FigureFactory._validate_equal_length(hist_data, group_labels) hist = _Distplot( hist_data, group_labels, bin_size, curve_type, colors, rug_text, show_hist, show_curve).make_hist() if curve_type == 'normal': curve = _Distplot( hist_data, group_labels, bin_size, curve_type, colors, rug_text, show_hist, show_curve).make_normal() else: curve = _Distplot( hist_data, group_labels, bin_size, curve_type, colors, rug_text, show_hist, show_curve).make_kde() rug = _Distplot( hist_data, group_labels, bin_size, curve_type, colors, rug_text, show_hist, show_curve).make_rug() data = [] if show_hist: data.append(hist) if show_curve: data.append(curve) if show_rug: data.append(rug) layout = graph_objs.Layout( barmode='overlay', hovermode='closest', legend=dict(traceorder='reversed'), xaxis1=dict(domain=[0.0, 1.0], anchor='y2', zeroline=False), yaxis1=dict(domain=[0.35, 1], anchor='free', position=0.0), yaxis2=dict(domain=[0, 0.25], anchor='x1', dtick=1, showticklabels=False)) else: layout = graph_objs.Layout( barmode='overlay', hovermode='closest', legend=dict(traceorder='reversed'), xaxis1=dict(domain=[0.0, 1.0], anchor='y2', zeroline=False), yaxis1=dict(domain=[0., 1], anchor='free', position=0.0)) data = sum(data, []) dist_fig = dict(data=data, layout=layout) return dist_fig class _Quiver(FigureFactory): """ Refer to FigureFactory.create_quiver() for docstring """ def __init__(self, x, y, u, v, scale, arrow_scale, angle, **kwargs): try: x = FigureFactory._flatten(x) except exceptions.PlotlyError: pass try: y = FigureFactory._flatten(y) except exceptions.PlotlyError: pass try: u = FigureFactory._flatten(u) except exceptions.PlotlyError: pass try: v = FigureFactory._flatten(v) except exceptions.PlotlyError: pass self.x = x self.y = y self.u = u self.v = v self.scale = scale self.arrow_scale = arrow_scale self.angle = angle self.end_x = [] self.end_y = [] self.scale_uv() barb_x, barb_y = self.get_barbs() arrow_x, arrow_y = self.get_quiver_arrows() def scale_uv(self): """ Scales u and v to avoid overlap of the arrows. u and v are added to x and y to get the endpoints of the arrows so a smaller scale value will result in less overlap of arrows. """ self.u = [i * self.scale for i in self.u] self.v = [i * self.scale for i in self.v] def get_barbs(self): """ Creates x and y startpoint and endpoint pairs After finding the endpoint of each barb this zips startpoint and endpoint pairs to create 2 lists: x_values for barbs and y values for barbs :rtype: (list, list) barb_x, barb_y: list of startpoint and endpoint x_value pairs separated by a None to create the barb of the arrow, and list of startpoint and endpoint y_value pairs separated by a None to create the barb of the arrow. """ self.end_x = [i + j for i, j in zip(self.x, self.u)] self.end_y = [i + j for i, j in zip(self.y, self.v)] empty = [None] * len(self.x) barb_x = FigureFactory._flatten(zip(self.x, self.end_x, empty)) barb_y = FigureFactory._flatten(zip(self.y, self.end_y, empty)) return barb_x, barb_y def get_quiver_arrows(self): """ Creates lists of x and y values to plot the arrows Gets length of each barb then calculates the length of each side of the arrow. Gets angle of barb and applies angle to each side of the arrowhead. Next uses arrow_scale to scale the length of arrowhead and creates x and y values for arrowhead point1 and point2. Finally x and y values for point1, endpoint and point2s for each arrowhead are separated by a None and zipped to create lists of x and y values for the arrows. :rtype: (list, list) arrow_x, arrow_y: list of point1, endpoint, point2 x_values separated by a None to create the arrowhead and list of point1, endpoint, point2 y_values separated by a None to create the barb of the arrow. """ dif_x = [i - j for i, j in zip(self.end_x, self.x)] dif_y = [i - j for i, j in zip(self.end_y, self.y)] # Get barb lengths(default arrow length = 30% barb length) barb_len = [None] * len(self.x) for index in range(len(barb_len)): barb_len[index] = math.hypot(dif_x[index], dif_y[index]) # Make arrow lengths arrow_len = [None] * len(self.x) arrow_len = [i * self.arrow_scale for i in barb_len] # Get barb angles barb_ang = [None] * len(self.x) for index in range(len(barb_ang)): barb_ang[index] = math.atan2(dif_y[index], dif_x[index]) # Set angles to create arrow ang1 = [i + self.angle for i in barb_ang] ang2 = [i - self.angle for i in barb_ang] cos_ang1 = [None] * len(ang1) for index in range(len(ang1)): cos_ang1[index] = math.cos(ang1[index]) seg1_x = [i * j for i, j in zip(arrow_len, cos_ang1)] sin_ang1 = [None] * len(ang1) for index in range(len(ang1)): sin_ang1[index] = math.sin(ang1[index]) seg1_y = [i * j for i, j in zip(arrow_len, sin_ang1)] cos_ang2 = [None] * len(ang2) for index in range(len(ang2)): cos_ang2[index] = math.cos(ang2[index]) seg2_x = [i * j for i, j in zip(arrow_len, cos_ang2)] sin_ang2 = [None] * len(ang2) for index in range(len(ang2)): sin_ang2[index] = math.sin(ang2[index]) seg2_y = [i * j for i, j in zip(arrow_len, sin_ang2)] # Set coordinates to create arrow for index in range(len(self.end_x)): point1_x = [i - j for i, j in zip(self.end_x, seg1_x)] point1_y = [i - j for i, j in zip(self.end_y, seg1_y)] point2_x = [i - j for i, j in zip(self.end_x, seg2_x)] point2_y = [i - j for i, j in zip(self.end_y, seg2_y)] # Combine lists to create arrow empty = [None] * len(self.end_x) arrow_x = FigureFactory._flatten(zip(point1_x, self.end_x, point2_x, empty)) arrow_y = FigureFactory._flatten(zip(point1_y, self.end_y, point2_y, empty)) return arrow_x, arrow_y class _Streamline(FigureFactory): """ Refer to FigureFactory.create_streamline() for docstring """ def __init__(self, x, y, u, v, density, angle, arrow_scale, **kwargs): self.x = np.array(x) self.y = np.array(y) self.u = np.array(u) self.v = np.array(v) self.angle = angle self.arrow_scale = arrow_scale self.density = int(30 * density) # Scale similarly to other functions self.delta_x = self.x[1] - self.x[0] self.delta_y = self.y[1] - self.y[0] self.val_x = self.x self.val_y = self.y # Set up spacing self.blank = np.zeros((self.density, self.density)) self.spacing_x = len(self.x) / float(self.density - 1) self.spacing_y = len(self.y) / float(self.density - 1) self.trajectories = [] # Rescale speed onto axes-coordinates self.u = self.u / (self.x[-1] - self.x[0]) self.v = self.v / (self.y[-1] - self.y[0]) self.speed = np.sqrt(self.u ** 2 + self.v ** 2) # Rescale u and v for integrations. self.u *= len(self.x) self.v *= len(self.y) self.st_x = [] self.st_y = [] self.get_streamlines() streamline_x, streamline_y = self.sum_streamlines() arrows_x, arrows_y = self.get_streamline_arrows() def blank_pos(self, xi, yi): """ Set up positions for trajectories to be used with rk4 function. """ return (int((xi / self.spacing_x) + 0.5), int((yi / self.spacing_y) + 0.5)) def value_at(self, a, xi, yi): """ Set up for RK4 function, based on Bokeh's streamline code """ if isinstance(xi, np.ndarray): self.x = xi.astype(np.int) self.y = yi.astype(np.int) else: self.val_x = np.int(xi) self.val_y = np.int(yi) a00 = a[self.val_y, self.val_x] a01 = a[self.val_y, self.val_x + 1] a10 = a[self.val_y + 1, self.val_x] a11 = a[self.val_y + 1, self.val_x + 1] xt = xi - self.val_x yt = yi - self.val_y a0 = a00 * (1 - xt) + a01 * xt a1 = a10 * (1 - xt) + a11 * xt return a0 * (1 - yt) + a1 * yt def rk4_integrate(self, x0, y0): """ RK4 forward and back trajectories from the initial conditions. Adapted from Bokeh's streamline -uses Runge-Kutta method to fill x and y trajectories then checks length of traj (s in units of axes) """ def f(xi, yi): dt_ds = 1. / self.value_at(self.speed, xi, yi) ui = self.value_at(self.u, xi, yi) vi = self.value_at(self.v, xi, yi) return ui * dt_ds, vi * dt_ds def g(xi, yi): dt_ds = 1. / self.value_at(self.speed, xi, yi) ui = self.value_at(self.u, xi, yi) vi = self.value_at(self.v, xi, yi) return -ui * dt_ds, -vi * dt_ds check = lambda xi, yi: (0 <= xi < len(self.x) - 1 and 0 <= yi < len(self.y) - 1) xb_changes = [] yb_changes = [] def rk4(x0, y0, f): ds = 0.01 stotal = 0 xi = x0 yi = y0 xb, yb = self.blank_pos(xi, yi) xf_traj = [] yf_traj = [] while check(xi, yi): xf_traj.append(xi) yf_traj.append(yi) try: k1x, k1y = f(xi, yi) k2x, k2y = f(xi + .5 * ds * k1x, yi + .5 * ds * k1y) k3x, k3y = f(xi + .5 * ds * k2x, yi + .5 * ds * k2y) k4x, k4y = f(xi + ds * k3x, yi + ds * k3y) except IndexError: break xi += ds * (k1x + 2 * k2x + 2 * k3x + k4x) / 6. yi += ds * (k1y + 2 * k2y + 2 * k3y + k4y) / 6. if not check(xi, yi): break stotal += ds new_xb, new_yb = self.blank_pos(xi, yi) if new_xb != xb or new_yb != yb: if self.blank[new_yb, new_xb] == 0: self.blank[new_yb, new_xb] = 1 xb_changes.append(new_xb) yb_changes.append(new_yb) xb = new_xb yb = new_yb else: break if stotal > 2: break return stotal, xf_traj, yf_traj sf, xf_traj, yf_traj = rk4(x0, y0, f) sb, xb_traj, yb_traj = rk4(x0, y0, g) stotal = sf + sb x_traj = xb_traj[::-1] + xf_traj[1:] y_traj = yb_traj[::-1] + yf_traj[1:] if len(x_traj) < 1: return None if stotal > .2: initxb, inityb = self.blank_pos(x0, y0) self.blank[inityb, initxb] = 1 return x_traj, y_traj else: for xb, yb in zip(xb_changes, yb_changes): self.blank[yb, xb] = 0 return None def traj(self, xb, yb): """ Integrate trajectories :param (int) xb: results of passing xi through self.blank_pos :param (int) xy: results of passing yi through self.blank_pos Calculate each trajectory based on rk4 integrate method. """ if xb < 0 or xb >= self.density or yb < 0 or yb >= self.density: return if self.blank[yb, xb] == 0: t = self.rk4_integrate(xb * self.spacing_x, yb * self.spacing_y) if t is not None: self.trajectories.append(t) def get_streamlines(self): """ Get streamlines by building trajectory set. """ for indent in range(self.density // 2): for xi in range(self.density - 2 * indent): self.traj(xi + indent, indent) self.traj(xi + indent, self.density - 1 - indent) self.traj(indent, xi + indent) self.traj(self.density - 1 - indent, xi + indent) self.st_x = [np.array(t[0]) * self.delta_x + self.x[0] for t in self.trajectories] self.st_y = [np.array(t[1]) * self.delta_y + self.y[0] for t in self.trajectories] for index in range(len(self.st_x)): self.st_x[index] = self.st_x[index].tolist() self.st_x[index].append(np.nan) for index in range(len(self.st_y)): self.st_y[index] = self.st_y[index].tolist() self.st_y[index].append(np.nan) def get_streamline_arrows(self): """ Makes an arrow for each streamline. Gets angle of streamline at 1/3 mark and creates arrow coordinates based off of user defined angle and arrow_scale. :param (array) st_x: x-values for all streamlines :param (array) st_y: y-values for all streamlines :param (angle in radians) angle: angle of arrowhead. Default = pi/9 :param (float in [0,1]) arrow_scale: value to scale length of arrowhead Default = .09 :rtype (list, list) arrows_x: x-values to create arrowhead and arrows_y: y-values to create arrowhead """ arrow_end_x = np.empty((len(self.st_x))) arrow_end_y = np.empty((len(self.st_y))) arrow_start_x = np.empty((len(self.st_x))) arrow_start_y = np.empty((len(self.st_y))) for index in range(len(self.st_x)): arrow_end_x[index] = (self.st_x[index] [int(len(self.st_x[index]) / 3)]) arrow_start_x[index] = (self.st_x[index] [(int(len(self.st_x[index]) / 3)) - 1]) arrow_end_y[index] = (self.st_y[index] [int(len(self.st_y[index]) / 3)]) arrow_start_y[index] = (self.st_y[index] [(int(len(self.st_y[index]) / 3)) - 1]) dif_x = arrow_end_x - arrow_start_x dif_y = arrow_end_y - arrow_start_y streamline_ang = np.arctan(dif_y / dif_x) ang1 = streamline_ang + (self.angle) ang2 = streamline_ang - (self.angle) seg1_x = np.cos(ang1) * self.arrow_scale seg1_y = np.sin(ang1) * self.arrow_scale seg2_x = np.cos(ang2) * self.arrow_scale seg2_y = np.sin(ang2) * self.arrow_scale point1_x = np.empty((len(dif_x))) point1_y = np.empty((len(dif_y))) point2_x = np.empty((len(dif_x))) point2_y = np.empty((len(dif_y))) for index in range(len(dif_x)): if dif_x[index] >= 0: point1_x[index] = arrow_end_x[index] - seg1_x[index] point1_y[index] = arrow_end_y[index] - seg1_y[index] point2_x[index] = arrow_end_x[index] - seg2_x[index] point2_y[index] = arrow_end_y[index] - seg2_y[index] else: point1_x[index] = arrow_end_x[index] + seg1_x[index] point1_y[index] = arrow_end_y[index] + seg1_y[index] point2_x[index] = arrow_end_x[index] + seg2_x[index] point2_y[index] = arrow_end_y[index] + seg2_y[index] space = np.empty((len(point1_x))) space[:] = np.nan # Combine arrays into matrix arrows_x = np.matrix([point1_x, arrow_end_x, point2_x, space]) arrows_x = np.array(arrows_x) arrows_x = arrows_x.flatten('F') arrows_x = arrows_x.tolist() # Combine arrays into matrix arrows_y = np.matrix([point1_y, arrow_end_y, point2_y, space]) arrows_y = np.array(arrows_y) arrows_y = arrows_y.flatten('F') arrows_y = arrows_y.tolist() return arrows_x, arrows_y def sum_streamlines(self): """ Makes all streamlines readable as a single trace. :rtype (list, list): streamline_x: all x values for each streamline combined into single list and streamline_y: all y values for each streamline combined into single list """ streamline_x = sum(self.st_x, []) streamline_y = sum(self.st_y, []) return streamline_x, streamline_y class _OHLC(FigureFactory): """ Refer to FigureFactory.create_ohlc_increase() for docstring. """ def __init__(self, open, high, low, close, dates, **kwargs): self.open = open self.high = high self.low = low self.close = close self.empty = [None] * len(open) self.dates = dates self.all_x = [] self.all_y = [] self.increase_x = [] self.increase_y = [] self.decrease_x = [] self.decrease_y = [] self.get_all_xy() self.separate_increase_decrease() def get_all_xy(self): """ Zip data to create OHLC shape OHLC shape: low to high vertical bar with horizontal branches for open and close values. If dates were added, the smallest date difference is calculated and multiplied by .2 to get the length of the open and close branches. If no date data was provided, the x-axis is a list of integers and the length of the open and close branches is .2. """ self.all_y = list(zip(self.open, self.open, self.high, self.low, self.close, self.close, self.empty)) if self.dates is not None: date_dif = [] for i in range(len(self.dates) - 1): date_dif.append(self.dates[i + 1] - self.dates[i]) date_dif_min = (min(date_dif)) / 5 self.all_x = [[x - date_dif_min, x, x, x, x, x + date_dif_min, None] for x in self.dates] else: self.all_x = [[x - .2, x, x, x, x, x + .2, None] for x in range(len(self.open))] def separate_increase_decrease(self): """ Separate data into two groups: increase and decrease (1) Increase, where close > open and (2) Decrease, where close <= open """ for index in range(len(self.open)): if self.close[index] is None: pass elif self.close[index] > self.open[index]: self.increase_x.append(self.all_x[index]) self.increase_y.append(self.all_y[index]) else: self.decrease_x.append(self.all_x[index]) self.decrease_y.append(self.all_y[index]) def get_increase(self): """ Flatten increase data and get increase text :rtype (list, list, list): flat_increase_x: x-values for the increasing trace, flat_increase_y: y=values for the increasing trace and text_increase: hovertext for the increasing trace """ flat_increase_x = FigureFactory._flatten(self.increase_x) flat_increase_y = FigureFactory._flatten(self.increase_y) text_increase = (("Open", "Open", "High", "Low", "Close", "Close", '') * (len(self.increase_x))) return flat_increase_x, flat_increase_y, text_increase def get_decrease(self): """ Flatten decrease data and get decrease text :rtype (list, list, list): flat_decrease_x: x-values for the decreasing trace, flat_decrease_y: y=values for the decreasing trace and text_decrease: hovertext for the decreasing trace """ flat_decrease_x = FigureFactory._flatten(self.decrease_x) flat_decrease_y = FigureFactory._flatten(self.decrease_y) text_decrease = (("Open", "Open", "High", "Low", "Close", "Close", '') * (len(self.decrease_x))) return flat_decrease_x, flat_decrease_y, text_decrease class _Candlestick(FigureFactory): """ Refer to FigureFactory.create_candlestick() for docstring. """ def __init__(self, open, high, low, close, dates, **kwargs): self.open = open self.high = high self.low = low self.close = close if dates is not None: self.x = dates else: self.x = [x for x in range(len(self.open))] self.get_candle_increase() def get_candle_increase(self): """ Separate increasing data from decreasing data. The data is increasing when close value > open value and decreasing when the close value <= open value. """ increase_y = [] increase_x = [] for index in range(len(self.open)): if self.close[index] > self.open[index]: increase_y.append(self.low[index]) increase_y.append(self.open[index]) increase_y.append(self.close[index]) increase_y.append(self.close[index]) increase_y.append(self.close[index]) increase_y.append(self.high[index]) increase_x.append(self.x[index]) increase_x = [[x, x, x, x, x, x] for x in increase_x] increase_x = FigureFactory._flatten(increase_x) return increase_x, increase_y def get_candle_decrease(self): """ Separate increasing data from decreasing data. The data is increasing when close value > open value and decreasing when the close value <= open value. """ decrease_y = [] decrease_x = [] for index in range(len(self.open)): if self.close[index] <= self.open[index]: decrease_y.append(self.low[index]) decrease_y.append(self.open[index]) decrease_y.append(self.close[index]) decrease_y.append(self.close[index]) decrease_y.append(self.close[index]) decrease_y.append(self.high[index]) decrease_x.append(self.x[index]) decrease_x = [[x, x, x, x, x, x] for x in decrease_x] decrease_x = FigureFactory._flatten(decrease_x) return decrease_x, decrease_y class _Distplot(FigureFactory): """ Refer to TraceFactory.create_distplot() for docstring """ def __init__(self, hist_data, group_labels, bin_size, curve_type, colors, rug_text, show_hist, show_curve): self.hist_data = hist_data self.group_labels = group_labels self.bin_size = bin_size self.show_hist = show_hist self.show_curve = show_curve self.trace_number = len(hist_data) if rug_text: self.rug_text = rug_text else: self.rug_text = [None] * self.trace_number self.start = [] self.end = [] if colors: self.colors = 'colors' else: self.colors = [ "rgb(31, 119, 180)", "rgb(255, 127, 14)", "rgb(44, 160, 44)", "rgb(214, 39, 40)", "rgb(148, 103, 189)", "rgb(140, 86, 75)", "rgb(227, 119, 194)", "rgb(127, 127, 127)", "rgb(188, 189, 34)", "rgb(23, 190, 207)"] self.curve_x = [None] * self.trace_number self.curve_y = [None] * self.trace_number for trace in self.hist_data: self.start.append(min(trace) * 1.) self.end.append(max(trace) * 1.) def make_hist(self): """ Makes the histogram(s) for FigureFactory.create_distplot(). :rtype (list) hist: list of histogram representations """ hist = [None] * self.trace_number for index in range(self.trace_number): hist[index] = dict(type='histogram', x=self.hist_data[index], xaxis='x1', yaxis='y1', histnorm='probability', name=self.group_labels[index], legendgroup=self.group_labels[index], marker=dict(color=self.colors[index]), autobinx=False, xbins=dict(start=self.start[index], end=self.end[index], size=self.bin_size), opacity=.7) return hist def make_kde(self): """ Makes the kernal density estimation(s) for create_distplot(). This is called when curve_type = 'kde' in create_distplot(). :rtype (list) curve: list of kde representations """ curve = [None] * self.trace_number for index in range(self.trace_number): self.curve_x[index] = [self.start[index] + x * (self.end[index] - self.start[index]) / 500 for x in range(500)] self.curve_y[index] = (scipy.stats.gaussian_kde (self.hist_data[index]) (self.curve_x[index])) self.curve_y[index] *= self.bin_size for index in range(self.trace_number): curve[index] = dict(type='scatter', x=self.curve_x[index], y=self.curve_y[index], xaxis='x1', yaxis='y1', mode='lines', name=self.group_labels[index], legendgroup=self.group_labels[index], showlegend=False if self.show_hist else True, marker=dict(color=self.colors[index])) return curve def make_normal(self): """ Makes the normal curve(s) for create_distplot(). This is called when curve_type = 'normal' in create_distplot(). :rtype (list) curve: list of normal curve representations """ curve = [None] * self.trace_number mean = [None] * self.trace_number sd = [None] * self.trace_number for index in range(self.trace_number): mean[index], sd[index] = (scipy.stats.norm.fit (self.hist_data[index])) self.curve_x[index] = [self.start[index] + x * (self.end[index] - self.start[index]) / 500 for x in range(500)] self.curve_y[index] = scipy.stats.norm.pdf( self.curve_x[index], loc=mean[index], scale=sd[index]) self.curve_y[index] *= self.bin_size for index in range(self.trace_number): curve[index] = dict(type='scatter', x=self.curve_x[index], y=self.curve_y[index], xaxis='x1', yaxis='y1', mode='lines', name=self.group_labels[index], legendgroup=self.group_labels[index], showlegend=False if self.show_hist else True, marker=dict(color=self.colors[index])) return curve def make_rug(self): """ Makes the rug plot(s) for create_distplot(). :rtype (list) rug: list of rug plot representations """ rug = [None] * self.trace_number for index in range(self.trace_number): rug[index] = dict(type='scatter', x=self.hist_data[index], y=([self.group_labels[index]] * len(self.hist_data[index])), xaxis='x1', yaxis='y2', mode='markers', name=self.group_labels[index], legendgroup=self.group_labels[index], showlegend=(False if self.show_hist or self.show_curve else True), text=self.rug_text[index], marker=dict(color=self.colors[index], symbol='line-ns-open')) return rug