update ci/cd 7 #8

Workflow file for this run

	name: CI

	on:
	push:
	branches: [ master, main, develop, '**' ]
	paths-ignore:
	- '**.md'
	- 'docs/**'
	- '.gitignore'
	- 'LICENSE'
	pull_request:
	branches: [ master, main, develop ]
	paths-ignore:
	- '**.md'
	- 'docs/**'
	- '.gitignore'
	- 'LICENSE'
	schedule:
	# Run tests once a week to catch dependency issues
	- cron: '0 0 * * 0'

	jobs:
	test:
	name: Test Python ${{ matrix.python-version }} on ${{ matrix.os }}
	runs-on: ${{ matrix.os }}
	strategy:
	fail-fast: false
	matrix:
	os: [ubuntu-latest, windows-latest, macos-latest]
	python-version: ['3.8', '3.9', '3.10', '3.11', '3.12']
	include:
	# Add Python 3.13 only for Ubuntu where it's more stable
	- os: ubuntu-latest
	python-version: '3.13-dev'
	# Set timeout for the entire job
	timeout-minutes: 30

	steps:
	- uses: actions/checkout@v4

	- name: Set up Python ${{ matrix.python-version }}
	uses: actions/setup-python@v5
	with:
	python-version: ${{ matrix.python-version }}
	allow-prereleases: true

	- name: Display Python version
	run: python -c "import sys; print(sys.version)"

	- name: Cache pip packages
	uses: actions/cache@v4
	with:
	path: \|
	~/.cache/pip
	~/Library/Caches/pip
	~/AppData/Local/pip/Cache
	key: ${{ runner.os }}-pip-${{ matrix.python-version }}-${{ hashFiles('*/requirements.txt') }}
	restore-keys: \|
	${{ runner.os }}-pip-${{ matrix.python-version }}-
	${{ runner.os }}-pip-

	- name: Upgrade pip
	run: \|
	python -m pip install --upgrade pip
	python -m pip install --upgrade setuptools wheel

	- name: Install test dependencies
	run: \|
	pip install pytest pytest-cov pytest-xdist pytest-timeout parameterized

	- name: Install package dependencies
	run: \|
	# Install all requirements first
	pip install ipython>=7.0.0
	pip install matplotlib>=3.0.0 numpy>=1.20.0 pandas>=1.3.0
	pip install flask>=2.0.0 pytz>=2019.3 scikit-learn>=0.22.0 scipy>=1.5.0 seaborn>=0.10.0

	- name: Install empyrical (Unix)
	if: runner.os != 'Windows'
	run: \|
	# Try installing empyrical with retries
	for i in 1 2 3; do
	echo "Attempt $i to install empyrical..."
	if pip install git+https://github.com/cloudQuant/empyrical.git; then
	echo "Successfully installed empyrical from GitHub"
	break
	elif [ $i -eq 3 ]; then
	echo "GitHub failed, trying Gitee..."
	pip install git+https://gitee.com/yunjinqi/empyrical.git \|\| exit 1
	else
	echo "Attempt $i failed, retrying..."
	sleep 5
	fi
	done

	- name: Install empyrical (Windows)
	if: runner.os == 'Windows'
	shell: cmd
	run: \|
	pip install git+https://github.com/cloudQuant/empyrical.git \|\| pip install git+https://gitee.com/yunjinqi/empyrical.git

	- name: Verify dependencies installed
	run: \|
	echo "=== Verifying critical dependencies ==="
	pip show ipython \|\| (echo "IPython not installed!" && exit 1)
	pip show parameterized \|\| (echo "parameterized not installed!" && exit 1)
	pip show empyrical \|\| (echo "empyrical not installed!" && exit 1)

	- name: Install pyfolio
	run: \|
	pip install -e . --no-deps
	# Verify installation
	python -c "import pyfolio; print(f'PyFolio {pyfolio.__version__} installed successfully')"

	- name: Run tests with pytest
	run: \|
	# First verify imports work
	python -c "import pyfolio; print(f'PyFolio {pyfolio.__version__} OK')"
	python -c "import IPython; print(f'IPython {IPython.__version__} OK')"
	python -c "import parameterized; print('parameterized OK')"
	# Run tests
	pytest tests/ -v --cov=pyfolio --cov-report=xml --cov-report=term -n auto --tb=short

	- name: Upload test results
	if: always()
	uses: actions/upload-artifact@v4
	with:
	name: test-results-${{ matrix.os }}-${{ matrix.python-version }}
	path: \|
	coverage.xml
	.coverage

	- name: Upload coverage to Codecov
	if: matrix.os == 'ubuntu-latest' && matrix.python-version == '3.11'
	uses: codecov/codecov-action@v4
	with:
	file: ./coverage.xml
	flags: unittests
	name: codecov-umbrella
	fail_ci_if_error: false

	lint:
	name: Lint
	runs-on: ubuntu-latest
	steps:
	- uses: actions/checkout@v4

	- name: Set up Python
	uses: actions/setup-python@v5
	with:
	python-version: '3.11'

	- name: Install dependencies
	run: \|
	python -m pip install --upgrade pip
	pip install flake8 black isort mypy
	pip install ipython>=7.0.0
	# Install empyrical for linting
	pip install git+https://github.com/cloudQuant/empyrical.git \|\| pip install git+https://gitee.com/yunjinqi/empyrical.git
	pip install -e .

	- name: Lint with flake8
	run: \|
	# Stop the build if there are Python syntax errors or undefined names
	flake8 pyfolio --count --select=E9,F63,F7,F82 --show-source --statistics
	# exit-zero treats all errors as warnings
	flake8 pyfolio --count --exit-zero --max-complexity=10 --max-line-length=100 --statistics

	- name: Check formatting with black
	run: \|
	black --check pyfolio \|\| echo "Code formatting issues found. Run 'black pyfolio' to fix."

	- name: Check import sorting with isort
	run: \|
	isort --check-only pyfolio \|\| echo "Import sorting issues found. Run 'isort pyfolio' to fix."

	build:
	name: Build distribution
	runs-on: ubuntu-latest
	steps:
	- uses: actions/checkout@v4

	- name: Set up Python
	uses: actions/setup-python@v5
	with:
	python-version: '3.11'

	- name: Install dependencies
	run: \|
	python -m pip install --upgrade pip
	pip install build

	- name: Build distribution
	run: python -m build

	- name: Check distribution
	run: \|
	pip install twine
	twine check dist/*

	- name: Upload artifacts
	uses: actions/upload-artifact@v4
	with:
	name: dist
	path: dist/

	test-install:
	name: Test installation
	needs: build
	runs-on: ${{ matrix.os }}
	timeout-minutes: 30
	strategy:
	matrix:
	os: [ubuntu-latest, windows-latest, macos-latest]
	python-version: ['3.8', '3.11']
	exclude:
	# Python 3.8 has issues on macOS ARM64 runners
	- os: macos-latest
	python-version: '3.8'
	include:
	# Use Python 3.9 for macOS instead
	- os: macos-latest
	python-version: '3.9'

	steps:
	- name: Set up Python ${{ matrix.python-version }}
	uses: actions/setup-python@v5
	with:
	python-version: ${{ matrix.python-version }}

	- name: Download artifacts
	uses: actions/download-artifact@v4
	with:
	name: dist
	path: dist/

	- name: Install from wheel
	shell: bash
	run: \|
	# Upgrade pip for better performance
	python -m pip install --upgrade pip wheel setuptools

	# Install dependencies first with timeout
	pip install --timeout=120 ipython>=7.0.0

	# Install empyrical with increased timeout
	echo "Installing empyrical..."
	pip install --timeout=300 git+https://github.com/cloudQuant/empyrical.git \|\| pip install --timeout=300 git+https://gitee.com/yunjinqi/empyrical.git

	# List files to ensure wheel exists
	echo "Listing dist directory contents:"
	ls -la dist/

	# Install pyfolio wheel - use bash to ensure wildcard expansion works
	echo "Installing pyfolio wheel..."
	pip install --timeout=120 dist/*.whl

	# Verify installation
	echo "Verifying pyfolio installation..."
	python -c "import pyfolio; print(f'Successfully imported pyfolio {pyfolio.__version__}')"

	- name: Build matplotlib font cache
	if: runner.os == 'macOS'
	run: \|
	# Pre-build matplotlib font cache to avoid timeout during tests
	python -c "import matplotlib.font_manager; matplotlib.font_manager._rebuild()"

	- name: Test basic functionality
	timeout-minutes: 5
	run: \|
	python -c "
	import os
	# Disable matplotlib GUI backend to avoid issues
	os.environ['MPLBACKEND'] = 'Agg'
	import pyfolio
	import pandas as pd
	import numpy as np
	# Create sample returns
	dates = pd.date_range('2020-01-01', periods=252, freq='D')
	returns = pd.Series(np.random.randn(252) * 0.01, index=dates)
	# Test basic stats computation
	print('Testing pyfolio basic functionality...')
	print(f'Annual return: {pyfolio.timeseries.annual_return(returns):.2%}')
	print(f'Sharpe ratio: {pyfolio.timeseries.sharpe_ratio(returns):.2f}')
	print('Basic functionality test passed!')
	"

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update ci/cd 7 #8

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update ci/cd 7 #8

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