Metadata-Version: 2.4
Name: opendate
Version: 0.1.39
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.9
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Requires-Dist: pandas-market-calendars
Requires-Dist: pendulum
Requires-Dist: wrapt
Requires-Dist: typing-extensions
Requires-Dist: asserts ; extra == 'test'
Requires-Dist: pdbpp ; extra == 'test'
Requires-Dist: pytest ; extra == 'test'
Requires-Dist: bump2version ; extra == 'test'
Provides-Extra: test
License-File: LICENSE
Summary: Python business datetimes
Author-email: bissli <bissli.xyz@protonmail.com>
Requires-Python: >=3.9
Description-Content-Type: text/markdown; charset=UTF-8; variant=GFM
Project-URL: Repository, https://github.com/bissli/opendate

# OpenDate

Date/time library built on [Pendulum](https://github.com/sdispater/pendulum) with business day support and financial calculations. Parsing is 1.2-6x faster than pendulum thanks to a Rust-based dateutil port.

```bash
pip install opendate
```

## Quick Reference

```python
# Preferred import (using canonical module name)
import opendate
from opendate import Date, DateTime, Time, Interval
from opendate import EST, UTC, LCL, WeekDay
from opendate import get_calendar, set_default_calendar

# Basics
today = Date.today()
now = DateTime.now()
parsed = Date.parse('T-3b')  # 3 business days ago

# Business days
today.b.add(days=5)                    # 5 business days forward
today.calendar('LSE').b.subtract(days=3)  # Using London calendar

# Change default calendar globally
set_default_calendar('LSE')
```

---

## Module Functions

| Function                             | Description                                                          |
| ------------------------------------ | -------------------------------------------------------------------- |
| `date(y, m, d)`                      | Create Date                                                          |
| `datetime(y, m, d, h, m, s, tz=UTC)` | Create DateTime (defaults to UTC)                                    |
| `time(h, m, s, tz=UTC)`              | Create Time (defaults to UTC)                                        |
| `interval(start, end)`               | Create Interval                                                      |
| `parse(s, calendar=None)`            | Parse to DateTime (calendar optional, uses module default)           |
| `instance(obj)`                      | Convert datetime/date/time (preserves obj's tz if present, else UTC) |
| `now(tz=None)`                       | Current DateTime (local tz if None)                                  |
| `today(tz=None)`                     | Today at 00:00:00 (local tz if None)                                 |
| `get_calendar(name)`                 | Get calendar instance                                                |
| `set_default_calendar(name)`         | Set module default calendar                                          |
| `get_default_calendar()`             | Get current default calendar name                                    |
| `available_calendars()`              | List available calendars                                             |

---

## Date

### Constructors

| Method                            | Description                                                                    |
| --------------------------------- | ------------------------------------------------------------------------------ |
| `Date(y, m, d)`                   | Create from components                                                         |
| `Date.today()`                    | Current date (uses local tz for current day)                                   |
| `Date.parse(s, calendar='NYSE')`  | Parse string. Calendar used for business day codes (T-3b, P), defaults to NYSE |
| `Date.instance(obj)`              | From datetime.date, Timestamp, datetime64                                      |
| `Date.fromordinal(n)`             | From ordinal                                                                   |
| `Date.fromtimestamp(ts, tz=None)` | From Unix timestamp (UTC if None)                                              |

### Properties

Inherited from pendulum: `year`, `month`, `day`, `day_of_week`, `day_of_year`, `week_of_month`, `week_of_year`, `days_in_month`, `quarter`

### Arithmetic

| Method                                 | Description                |
| -------------------------------------- | -------------------------- |
| `add(years, months, weeks, days)`      | Add time units             |
| `subtract(years, months, weeks, days)` | Subtract time units        |
| `diff(other)`                          | Get Interval between dates |

### Period Boundaries

| Method                             | Description                          |
| ---------------------------------- | ------------------------------------ |
| `start_of(unit)`                   | Start of day/week/month/quarter/year |
| `end_of(unit)`                     | End of day/week/month/quarter/year   |
| `first_of(unit, day_of_week=None)` | First (or first weekday) of period   |
| `last_of(unit, day_of_week=None)`  | Last (or last weekday) of period     |
| `nth_of(unit, n, day_of_week)`     | Nth occurrence of weekday in period  |

### Navigation

| Method                       | Description                                  |
| ---------------------------- | -------------------------------------------- |
| `next(day_of_week=None)`     | Next occurrence of weekday                   |
| `previous(day_of_week=None)` | Previous occurrence of weekday               |
| `closest(d1, d2)`            | Closer of two dates                          |
| `farthest(d1, d2)`           | Further of two dates                         |
| `average(other=None)`        | Midpoint between dates                       |
| `lookback(unit)`             | Go back by unit: day/week/month/quarter/year |

### Business Day

| Method               | Description                               |
| -------------------- | ----------------------------------------- |
| `business()` or `.b` | Enable business day mode                  |
| `calendar(name)`     | Set calendar (NYSE, LSE, etc.)            |
| `is_business_day()`  | Check if business day                     |
| `business_hours()`   | Returns `(open, close)` or `(None, None)` |

### Extras

| Method                         | Description                             |
| ------------------------------ | --------------------------------------- |
| `isoweek()`                    | ISO week number (1-53)                  |
| `nearest_start_of_month()`     | Nearest month start (threshold: day 15) |
| `nearest_end_of_month()`       | Nearest month end (threshold: day 15)   |
| `weekday_or_previous_friday()` | Snap weekend to Friday                  |
| `to_string(fmt)`               | Format (handles Windows `%-` → `%#`)    |

---

## DateTime

### Constructors

| Method                                      | Description                                                                                                                                        |
| ------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| `DateTime(y, m, d, h, m, s, us, tzinfo)`    | Create from components                                                                                                                             |
| `DateTime.now(tz=None)`                     | Current time (local tz if None)                                                                                                                    |
| `DateTime.today(tz=None)`                   | Today at 00:00:00 (local tz if None, **differs from pendulum**)                                                                                    |
| `DateTime.parse(s, calendar='NYSE')`        | Parse string or timestamp. Strings: preserve explicit tz, else naive. Timestamps: local tz. Calendar used for business day codes, defaults to NYSE |
| `DateTime.instance(obj, tz=None)`           | From datetime, Timestamp, datetime64. Preserves obj's tz if present, else uses `tz` param, else UTC                                                |
| `DateTime.combine(date, time, tzinfo=None)` | Combine Date and Time (uses time's tz if tzinfo=None)                                                                                              |
| `DateTime.fromtimestamp(ts, tz=None)`       | From Unix timestamp (UTC if None)                                                                                                                  |
| `DateTime.utcfromtimestamp(ts)`             | From timestamp as UTC                                                                                                                              |
| `DateTime.utcnow()`                         | Current UTC time                                                                                                                                   |
| `DateTime.strptime(s, fmt)`                 | Parse with format                                                                                                                                  |
| `DateTime.fromordinal(n)`                   | From ordinal                                                                                                                                       |

### Properties

Inherited from pendulum: `year`, `month`, `day`, `hour`, `minute`, `second`, `microsecond`, `day_of_week`, `day_of_year`, `week_of_month`, `week_of_year`, `days_in_month`, `quarter`, `timestamp`, `timezone`, `tz`, `timezone_name`, `offset`, `offset_hours`

### Extraction

| Method    | Description                              |
| --------- | ---------------------------------------- |
| `date()`  | Extract Date                             |
| `time()`  | Extract Time (preserves tz)              |
| `epoch()` | Unix timestamp (alias for `timestamp()`) |

### Timezone

| Method            | Description             |
| ----------------- | ----------------------- |
| `in_timezone(tz)` | Convert to timezone     |
| `in_tz(tz)`       | Alias for `in_timezone` |
| `astimezone(tz)`  | Alias for `in_timezone` |

### Arithmetic & Navigation

Same as Date: `add`, `subtract`, `diff`, `start_of`, `end_of`, `first_of`, `last_of`, `nth_of`, `next`, `previous`

### Business Day

Same as Date: `business()`, `.b`, `calendar(name)`, `is_business_day()`, `business_hours()`

### Formatting

| Method                     | Description                  |
| -------------------------- | ---------------------------- |
| `format(fmt, locale=None)` | Format with tokens           |
| `isoformat()`              | ISO 8601 string              |
| `rfc3339()`                | RFC 3339 (same as isoformat) |
| `to_date_string()`         | YYYY-MM-DD                   |
| `to_datetime_string()`     | YYYY-MM-DD HH:MM:SS          |
| `to_time_string()`         | HH:MM:SS                     |
| `to_iso8601_string()`      | Full ISO 8601                |

---

## Time

### Constructors

| Method                        | Description                                                                                 |
| ----------------------------- | ------------------------------------------------------------------------------------------- |
| `Time(h, m, s, us, tzinfo)`   | Create from components                                                                      |
| `Time.parse(s, fmt=None)`     | Parse string (always UTC)                                                                   |
| `Time.instance(obj, tz=None)` | From datetime.time, datetime. Preserves obj's tz if present, else uses `tz` param, else UTC |

### Properties

`hour`, `minute`, `second`, `microsecond`, `tzinfo`

### Methods

| Method            | Description         |
| ----------------- | ------------------- |
| `in_timezone(tz)` | Convert to timezone |
| `in_tz(tz)`       | Alias               |

---

## Interval

### Constructor

```python
Interval(start, end)  # start/end are Date or DateTime
```

### Properties

| Property   | Description                                              |
| ---------- | -------------------------------------------------------- |
| `days`     | Calendar days (business days if `.b`)                    |
| `months`   | Float with fractional months (**differs from pendulum**) |
| `years`    | Complete years (floors)                                  |
| `quarters` | Approximate (days/365*4)                                 |
| `start`    | Start date                                               |
| `end`      | End date                                                 |

### Methods

| Method                    | Description                               |
| ------------------------- | ----------------------------------------- |
| `business()` or `.b`      | Enable business day mode                  |
| `calendar(name)`          | Set calendar                              |
| `range(unit, amount=1)`   | Iterate by unit (days/weeks/months/years) |
| `is_business_day_range()` | Yields bool for each day                  |
| `start_of(unit)`          | List of period starts in interval         |
| `end_of(unit)`            | List of period ends in interval           |
| `yearfrac(basis)`         | Year fraction (Excel-compatible)          |

### yearfrac Basis

| Basis | Convention       | Use             |
| ----- | ---------------- | --------------- |
| 0     | US (NASD) 30/360 | Corporate bonds |
| 1     | Actual/actual    | Treasury bonds  |
| 2     | Actual/360       | Money market    |
| 3     | Actual/365       | Some bonds      |
| 4     | European 30/360  | Eurobonds       |
| 5     | Actual/365.25    | Avg year length |

---

## Parsing

OpenDate uses a dateutil-compatible Rust parser that handles virtually any date/time format. The parser supports fuzzy matching, multiple locales, and automatic format detection.

### Special Codes

| Code       | Meaning                    |
| ---------- | -------------------------- |
| `T` or `N` | Today                      |
| `Y`        | Yesterday                  |
| `P`        | Previous business day      |
| `M`        | Last day of previous month |

### Business Day Offsets

| Pattern       | Example | Meaning             |
| ------------- | ------- | ------------------- |
| `{code}±{n}`  | `T-5`   | 5 calendar days ago |
| `{code}±{n}b` | `T-3b`  | 3 business days ago |

### Parser Capabilities

- **Dates**: ISO 8601, US/European formats, compact, natural language
- **Times**: 12/24-hour, with/without seconds, AM/PM, timezones
- **Combined**: Any date + time combination, Unix timestamps (auto-detects ms/s)
- **Fuzzy**: Extracts dates from text containing other content

```python
# All of these work
Date.parse('2024-01-15')
Date.parse('Jan 15, 2024')
Date.parse('15/01/2024')
DateTime.parse('2024-01-15T09:30:00Z')
DateTime.parse(1640995200)  # Unix timestamp
DateTime.parse('meeting on Jan 15 at 3pm')  # Fuzzy
```

---

## Business Days

### Default Calendar

```python
from opendate import set_default_calendar, get_default_calendar

get_default_calendar()      # 'NYSE' initially
set_default_calendar('LSE') # Change globally
```

### Per-Operation Calendar

```python
date.calendar('NYSE').b.add(days=5)
date.calendar('LSE').is_business_day()
```

### Available Calendars

All calendars from [exchange-calendars](https://github.com/gerrymanoim/exchange_calendars): NYSE, LSE, XLON, XPAR, XFRA, XJPX, XHKG, etc.

```python
from opendate import available_calendars
print(available_calendars())
```

### Business Day Examples

```python
# Add/subtract business days
Date(2024, 3, 29).b.add(days=1)  # Skips Good Friday + weekend

# Period boundaries
Date(2024, 7, 1).b.start_of('month')  # First business day of July
Date(2024, 4, 30).b.end_of('month')   # Last business day of April

# Iterate business days only
for d in Interval(start, end).b.range('days'):
    print(d)

# Count business days
Interval(start, end).b.days
```

---

## Timezones

### Built-in

| Constant | Zone             |
| -------- | ---------------- |
| `UTC`    | UTC              |
| `GMT`    | GMT              |
| `EST`    | America/New_York |
| `LCL`    | System local     |

### Custom

```python
from opendate import Timezone
tokyo = Timezone('Asia/Tokyo')
dt = DateTime(2024, 1, 15, 9, 30, tzinfo=tokyo)
```

### Conversion

```python
dt.in_timezone(UTC)   # or in_tz() or astimezone()
```

---

## Decorators

| Decorator                  | Effect                       |
| -------------------------- | ---------------------------- |
| `@expect_date`             | Converts arg to Date         |
| `@expect_datetime`         | Converts arg to DateTime     |
| `@expect_time`             | Converts arg to Time         |
| `@expect_date_or_datetime` | Converts to Date or DateTime |
| `@prefer_utc_timezone`     | Adds UTC if no tz            |
| `@expect_utc_timezone`     | Converts result to UTC       |
| `@prefer_native_timezone`  | Adds local tz if no tz       |
| `@expect_native_timezone`  | Converts result to local     |

---

## Extras Module

Legacy standalone functions:

```python
from opendate import is_business_day, is_within_business_hours, overlap_days

is_business_day()              # Is today a business day?
is_within_business_hours()     # Is current time in market hours?

overlap_days(int1, int2)           # Do intervals overlap? (bool)
overlap_days(int1, int2, days=True) # Day count of overlap (int)
```

---

## Pendulum Differences

| Feature                          | Pendulum     | OpenDate                                |
| -------------------------------- | ------------ | --------------------------------------- |
| `DateTime.today()`               | Current time | Start of day (00:00:00)                 |
| `DateTime.instance()` default tz | None         | Preserves obj's tz if present, else UTC |
| `Time.parse()` default tz        | None         | UTC                                     |
| `Interval.months`                | int          | float (fractional)                      |
| Business day support             | No           | Yes                                     |
| Default calendar                 | N/A          | `set_default_calendar()`                |

---

## Examples

### Month-End Dates

```python
interval = Interval(Date(2024, 1, 1), Date(2024, 12, 31))
month_ends = interval.end_of('month')
business_month_ends = interval.b.end_of('month')
```

### Third Friday (Options Expiration)

```python
Date.today().add(months=1).start_of('month').nth_of('month', 3, WeekDay.FRIDAY)
```

### Interest Accrual

```python
days_fraction = Interval(issue_date, settlement_date).yearfrac(2)  # Actual/360
accrued = coupon_rate * days_fraction
```

### Market Hours Check

```python
now = DateTime.now(tz=get_calendar('NYSE').tz)
if now.calendar('NYSE').is_business_day():
    open_time, close_time = now.business_hours()
    if open_time and open_time <= now <= close_time:
        print("Market open")
```

---

## Development

See [docs/developer-guide.md](docs/developer-guide.md)

## License

MIT - Built on [Pendulum](https://github.com/sdispater/pendulum) and [pandas-market-calendars](https://github.com/rsheftel/pandas_market_calendars)

