diff --git a/.codespell.skip b/.codespell.skip
index aa33a1b0c55..833490cbdc7 100644
--- a/.codespell.skip
+++ b/.codespell.skip
@@ -23,6 +23,7 @@
./openbb_platform/providers/imf/openbb_imf/utils/constants.py
./openbb_platform/extensions/economy/openbb_economy/economy_views.py
./openbb_platform/providers/fmp/openbb_fmp/models/calendar_ipo.py
+./openbb_platform/providers/imf/openbb_imf/models/consumer_price_index.py
./desktop/src-tauri/src/tauri_handlers/startup.rs
./desktop/src/routes/environments.tsx
./desktop/src/tests/routes/installation-progress.test.tsx
diff --git a/cli/poetry.lock b/cli/poetry.lock
index 17a573116a1..07b00e5e237 100644
--- a/cli/poetry.lock
+++ b/cli/poetry.lock
@@ -329,7 +329,7 @@ description = "Timeout context manager for asyncio programs"
optional = false
python-versions = ">=3.8"
groups = ["main"]
-markers = "python_version == \"3.10\""
+markers = "python_full_version < \"3.11.3\""
files = [
{file = "async_timeout-5.0.1-py3-none-any.whl", hash = "sha256:39e3809566ff85354557ec2398b55e096c8364bacac9405a7a1fa429e77fe76c"},
{file = "async_timeout-5.0.1.tar.gz", hash = "sha256:d9321a7a3d5a6a5e187e824d2fa0793ce379a202935782d555d6e9d2735677d3"},
@@ -349,14 +349,14 @@ files = [
[[package]]
name = "authlib"
-version = "1.6.5"
+version = "1.6.6"
description = "The ultimate Python library in building OAuth and OpenID Connect servers and clients."
optional = false
python-versions = ">=3.9"
groups = ["main"]
files = [
- {file = "authlib-1.6.5-py2.py3-none-any.whl", hash = "sha256:3e0e0507807f842b02175507bdee8957a1d5707fd4afb17c32fb43fee90b6e3a"},
- {file = "authlib-1.6.5.tar.gz", hash = "sha256:6aaf9c79b7cc96c900f0b284061691c5d4e61221640a948fe690b556a6d6d10b"},
+ {file = "authlib-1.6.6-py2.py3-none-any.whl", hash = "sha256:7d9e9bc535c13974313a87f53e8430eb6ea3d1cf6ae4f6efcd793f2e949143fd"},
+ {file = "authlib-1.6.6.tar.gz", hash = "sha256:45770e8e056d0f283451d9996fbb59b70d45722b45d854d58f32878d0a40c38e"},
]
[package.dependencies]
@@ -377,24 +377,41 @@ files = [
[package.extras]
dev = ["backports.zoneinfo ; python_version < \"3.9\"", "freezegun (>=1.0,<2.0)", "jinja2 (>=3.0)", "pytest (>=6.0)", "pytest-cov", "pytz", "setuptools", "tzdata ; sys_platform == \"win32\""]
+[[package]]
+name = "backports-tarfile"
+version = "1.2.0"
+description = "Backport of CPython tarfile module"
+optional = false
+python-versions = ">=3.8"
+groups = ["main"]
+markers = "python_version < \"3.12\""
+files = [
+ {file = "backports.tarfile-1.2.0-py3-none-any.whl", hash = "sha256:77e284d754527b01fb1e6fa8a1afe577858ebe4e9dad8919e34c862cb399bc34"},
+ {file = "backports_tarfile-1.2.0.tar.gz", hash = "sha256:d75e02c268746e1b8144c278978b6e98e85de6ad16f8e4b0844a154557eca991"},
+]
+
+[package.extras]
+docs = ["furo", "jaraco.packaging (>=9.3)", "rst.linker (>=1.9)", "sphinx (>=3.5)", "sphinx-lint"]
+testing = ["jaraco.test", "pytest (!=8.0.*)", "pytest (>=6,!=8.1.*)", "pytest-checkdocs (>=2.4)", "pytest-cov", "pytest-enabler (>=2.2)"]
+
[[package]]
name = "beartype"
-version = "0.22.8"
+version = "0.22.9"
description = "Unbearably fast near-real-time pure-Python runtime-static type-checker."
optional = false
python-versions = ">=3.10"
groups = ["main"]
files = [
- {file = "beartype-0.22.8-py3-none-any.whl", hash = "sha256:b832882d04e41a4097bab9f63e6992bc6de58c414ee84cba9b45b67314f5ab2e"},
- {file = "beartype-0.22.8.tar.gz", hash = "sha256:b19b21c9359722ee3f7cc433f063b3e13997b27ae8226551ea5062e621f61165"},
+ {file = "beartype-0.22.9-py3-none-any.whl", hash = "sha256:d16c9bbc61ea14637596c5f6fbff2ee99cbe3573e46a716401734ef50c3060c2"},
+ {file = "beartype-0.22.9.tar.gz", hash = "sha256:8f82b54aa723a2848a56008d18875f91c1db02c32ef6a62319a002e3e25a975f"},
]
[package.extras]
-dev = ["autoapi (>=0.9.0)", "celery", "click", "coverage (>=5.5)", "docutils (>=0.22.0)", "equinox ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "fastmcp ; python_version < \"3.14.0\"", "jax[cpu] ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "jaxtyping ; sys_platform == \"linux\"", "langchain ; python_version < \"3.14.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "mypy (>=0.800) ; platform_python_implementation != \"PyPy\"", "nuitka (>=1.2.6) ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "numba ; python_version < \"3.14.0\"", "numpy ; python_version < \"3.15.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "pandera (>=0.26.0) ; python_version < \"3.14.0\"", "poetry", "polars ; python_version < \"3.14.0\"", "pydata-sphinx-theme (<=0.7.2)", "pygments", "pyright (>=1.1.370)", "pytest (>=6.2.0)", "redis", "rich-click", "setuptools", "sphinx", "sphinx (>=4.2.0,<6.0.0)", "sphinxext-opengraph (>=0.7.5)", "sqlalchemy", "torch ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "tox (>=3.20.1)", "typer", "typing-extensions (>=3.10.0.0)", "xarray ; python_version < \"3.15.0\""]
+dev = ["autoapi (>=0.9.0)", "celery", "click", "coverage (>=5.5)", "docutils (>=0.22.0)", "equinox ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "fastmcp ; python_version < \"3.14.0\"", "jax[cpu] ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "jaxtyping ; sys_platform == \"linux\"", "langchain ; python_version < \"3.14.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "mypy (>=0.800) ; platform_python_implementation != \"PyPy\"", "nuitka (>=1.2.6) ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "numba ; python_version < \"3.14.0\"", "numpy ; python_version < \"3.15.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "pandera (>=0.26.0) ; python_version < \"3.14.0\"", "poetry", "polars ; python_version < \"3.14.0\"", "pydata-sphinx-theme (<=0.7.2)", "pygments", "pyinstaller", "pyright (>=1.1.370)", "pytest (>=6.2.0)", "redis", "rich-click", "setuptools", "sphinx", "sphinx (>=4.2.0,<6.0.0)", "sphinxext-opengraph (>=0.7.5)", "sqlalchemy", "torch ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "tox (>=3.20.1)", "typer", "typing-extensions (>=3.10.0.0)", "xarray ; python_version < \"3.15.0\""]
doc-ghp = ["mkdocs-material[imaging] (>=9.6.0)", "mkdocstrings-python (>=1.16.0)", "mkdocstrings-python-xref (>=1.16.0)"]
doc-rtd = ["autoapi (>=0.9.0)", "pydata-sphinx-theme (<=0.7.2)", "setuptools", "sphinx (>=4.2.0,<6.0.0)", "sphinxext-opengraph (>=0.7.5)"]
-test = ["celery", "click", "coverage (>=5.5)", "docutils (>=0.22.0)", "equinox ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "fastmcp ; python_version < \"3.14.0\"", "jax[cpu] ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "jaxtyping ; sys_platform == \"linux\"", "langchain ; python_version < \"3.14.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "mypy (>=0.800) ; platform_python_implementation != \"PyPy\"", "nuitka (>=1.2.6) ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "numba ; python_version < \"3.14.0\"", "numpy ; python_version < \"3.15.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "pandera (>=0.26.0) ; python_version < \"3.14.0\"", "poetry", "polars ; python_version < \"3.14.0\"", "pygments", "pyright (>=1.1.370)", "pytest (>=6.2.0)", "redis", "rich-click", "sphinx", "sqlalchemy", "torch ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "tox (>=3.20.1)", "typer", "typing-extensions (>=3.10.0.0)", "xarray ; python_version < \"3.15.0\""]
-test-tox = ["celery", "click", "docutils (>=0.22.0)", "equinox ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "fastmcp ; python_version < \"3.14.0\"", "jax[cpu] ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "jaxtyping ; sys_platform == \"linux\"", "langchain ; python_version < \"3.14.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "mypy (>=0.800) ; platform_python_implementation != \"PyPy\"", "nuitka (>=1.2.6) ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "numba ; python_version < \"3.14.0\"", "numpy ; python_version < \"3.15.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "pandera (>=0.26.0) ; python_version < \"3.14.0\"", "poetry", "polars ; python_version < \"3.14.0\"", "pygments", "pyright (>=1.1.370)", "pytest (>=6.2.0)", "redis", "rich-click", "sphinx", "sqlalchemy", "torch ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "typer", "typing-extensions (>=3.10.0.0)", "xarray ; python_version < \"3.15.0\""]
+test = ["celery", "click", "coverage (>=5.5)", "docutils (>=0.22.0)", "equinox ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "fastmcp ; python_version < \"3.14.0\"", "jax[cpu] ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "jaxtyping ; sys_platform == \"linux\"", "langchain ; python_version < \"3.14.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "mypy (>=0.800) ; platform_python_implementation != \"PyPy\"", "nuitka (>=1.2.6) ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "numba ; python_version < \"3.14.0\"", "numpy ; python_version < \"3.15.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "pandera (>=0.26.0) ; python_version < \"3.14.0\"", "poetry", "polars ; python_version < \"3.14.0\"", "pygments", "pyinstaller", "pyright (>=1.1.370)", "pytest (>=6.2.0)", "redis", "rich-click", "sphinx", "sqlalchemy", "torch ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "tox (>=3.20.1)", "typer", "typing-extensions (>=3.10.0.0)", "xarray ; python_version < \"3.15.0\""]
+test-tox = ["celery", "click", "docutils (>=0.22.0)", "equinox ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "fastmcp ; python_version < \"3.14.0\"", "jax[cpu] ; sys_platform == \"linux\" and python_version < \"3.15.0\"", "jaxtyping ; sys_platform == \"linux\"", "langchain ; python_version < \"3.14.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "mypy (>=0.800) ; platform_python_implementation != \"PyPy\"", "nuitka (>=1.2.6) ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "numba ; python_version < \"3.14.0\"", "numpy ; python_version < \"3.15.0\" and sys_platform != \"darwin\" and platform_python_implementation != \"PyPy\"", "pandera (>=0.26.0) ; python_version < \"3.14.0\"", "poetry", "polars ; python_version < \"3.14.0\"", "pygments", "pyinstaller", "pyright (>=1.1.370)", "pytest (>=6.2.0)", "redis", "rich-click", "sphinx", "sqlalchemy", "torch ; sys_platform == \"linux\" and python_version < \"3.14.0\"", "typer", "typing-extensions (>=3.10.0.0)", "xarray ; python_version < \"3.15.0\""]
test-tox-coverage = ["coverage (>=5.5)"]
[[package]]
@@ -420,126 +437,16 @@ charset-normalizer = ["charset-normalizer"]
html5lib = ["html5lib"]
lxml = ["lxml"]
-[[package]]
-name = "brotli"
-version = "1.2.0"
-description = "Python bindings for the Brotli compression library"
-optional = false
-python-versions = "*"
-groups = ["main"]
-files = [
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optional = false
python-versions = ">=3.9"
groups = ["main"]
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[package.dependencies]
colorama = {version = "*", markers = "platform_system == \"Windows\""}
+[[package]]
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@@ -1166,14 +1067,14 @@ test = ["pytest"]
[[package]]
name = "docutils"
-version = "0.22.3"
+version = "0.22.4"
description = "Docutils -- Python Documentation Utilities"
optional = false
python-versions = ">=3.9"
groups = ["main"]
files = [
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@@ -1242,6 +1143,32 @@ pyluach = ">=2.3.0"
toolz = ">=1.0.0"
tzdata = ">=2025.2"
+[[package]]
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+version = "2.33.0"
+description = "Python implementation of redis API, can be used for testing purposes."
+optional = false
+python-versions = ">=3.7"
+groups = ["main"]
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+
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+valkey = ["valkey (>=6) ; python_version >= \"3.8\""]
+
[[package]]
name = "fastapi"
version = "0.120.4"
@@ -1282,14 +1209,14 @@ devel = ["colorama", "json-spec", "jsonschema", "pylint", "pytest", "pytest-benc
[[package]]
name = "fastmcp"
-version = "2.13.2"
+version = "2.14.1"
description = "The fast, Pythonic way to build MCP servers and clients."
optional = false
python-versions = ">=3.10"
groups = ["main"]
files = [
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exceptiongroup = ">=1.2.2"
httpx = ">=0.28.1"
jsonschema-path = ">=0.3.4"
-mcp = ">=1.19.0,<1.21.1 || >1.21.1,<2.0.0"
+mcp = ">=1.24.0"
openapi-pydantic = ">=0.5.1"
platformdirs = ">=4.0.0"
-py-key-value-aio = {version = ">=0.2.8,<0.4.0", extras = ["disk", "memory"]}
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pydantic = {version = ">=2.11.7", extras = ["email"]}
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pyperclip = ">=1.9.0"
python-dotenv = ">=1.1.0"
rich = ">=13.9.4"
@@ -1310,6 +1238,7 @@ uvicorn = ">=0.35"
websockets = ">=15.0.1"
[package.extras]
+anthropic = ["anthropic (>=0.40.0)"]
openai = ["openai (>=1.102.0)"]
[[package]]
@@ -1749,14 +1678,14 @@ all = ["flake8 (>=7.1.1)", "mypy (>=1.11.2)", "pytest (>=8.3.2)", "ruff (>=0.6.2
[[package]]
name = "importlib-metadata"
-version = "8.7.0"
+version = "8.7.1"
description = "Read metadata from Python packages"
optional = false
python-versions = ">=3.9"
groups = ["main"]
files = [
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cover = ["pytest-cov"]
doc = ["furo", "jaraco.packaging (>=9.3)", "jaraco.tidelift (>=1.4)", "rst.linker (>=1.9)", "sphinx (>=3.5)", "sphinx-lint"]
-enabler = ["pytest-enabler (>=2.2)"]
+enabler = ["pytest-enabler (>=3.4)"]
perf = ["ipython"]
-test = ["flufl.flake8", "importlib_resources (>=1.3) ; python_version < \"3.9\"", "jaraco.test (>=5.4)", "packaging", "pyfakefs", "pytest (>=6,!=8.1.*)", "pytest-perf (>=0.9.2)"]
-type = ["pytest-mypy"]
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+type = ["mypy (<1.19) ; platform_python_implementation == \"PyPy\"", "pytest-mypy (>=1.0.1)"]
[[package]]
name = "inflection"
@@ -1838,16 +1767,98 @@ files = [
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]
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+description = "Utility functions for Python class constructs"
+optional = false
+python-versions = ">=3.8"
+groups = ["main"]
+files = [
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+
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+version = "6.0.2"
+description = "Useful decorators and context managers"
+optional = false
+python-versions = ">=3.9"
+groups = ["main"]
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name = "joblib"
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description = "Lightweight pipelining with Python functions"
optional = false
python-versions = ">=3.9"
groups = ["main"]
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@@ -1940,6 +1951,36 @@ files = [
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lxml = {version = ">=4.4.2", extras = ["html-clean"]}
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+SecretStorage = {version = ">=3.2", markers = "sys_platform == \"linux\""}
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name = "korean-lunar-calendar"
version = "0.3.1"
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+python-versions = "*"
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name = "openpyxl"
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testing = ["coverage", "pytest", "pytest-benchmark"]
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diskcache = {version = ">=5.0.0", optional = true, markers = "extra == \"disk\""}
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py-key-value-shared = "0.3.0"
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disk = ["diskcache (>=5.0.0)", "pathvalidate (>=3.3.1)"]
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@@ -4376,6 +4582,33 @@ gcp-secret-manager = ["google-cloud-secret-manager (>=2.23.1)"]
toml = ["tomli (>=2.0.1)"]
yaml = ["pyyaml (>=6.0.1)"]
+[[package]]
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+python-versions = ">=3.10"
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[[package]]
name = "pygments"
version = "2.19.2"
@@ -4530,6 +4763,21 @@ files = [
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cli = ["click (>=5.0)"]
+[[package]]
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+
[[package]]
name = "python-multipart"
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]
-[package.extras]
-dev = ["pytest", "setuptools"]
-
[[package]]
name = "xlrd"
version = "2.0.2"
@@ -6197,14 +6510,14 @@ propcache = ">=0.2.1"
[[package]]
name = "yfinance"
-version = "0.2.58"
+version = "0.2.66"
description = "Download market data from Yahoo! Finance API"
optional = false
python-versions = "*"
groups = ["main"]
files = [
- {file = "yfinance-0.2.58-py2.py3-none-any.whl", hash = "sha256:b8572ac086ae24259e6b3d967b949bf4e6783e72fda9ea5d0926b69b8b410852"},
- {file = "yfinance-0.2.58.tar.gz", hash = "sha256:4bf61714544aa57f82b9c157c17f40ede53ec70ce9a0ec170661a9cba737cbe2"},
+ {file = "yfinance-0.2.66-py2.py3-none-any.whl", hash = "sha256:511a1a40a687f277aae3a02543009a8aeaa292fce5509671f58915078aebb5c7"},
+ {file = "yfinance-0.2.66.tar.gz", hash = "sha256:fae354cc1649109444b2c84194724afcc52c2a7799551ce44c739424ded6af9c"},
]
[package.dependencies]
@@ -6216,8 +6529,10 @@ numpy = ">=1.16.5"
pandas = ">=1.3.0"
peewee = ">=3.16.2"
platformdirs = ">=2.0.0"
+protobuf = ">=3.19.0"
pytz = ">=2022.5"
requests = ">=2.31"
+websockets = ">=13.0"
[package.extras]
nospam = ["requests_cache (>=1.0)", "requests_ratelimiter (>=0.3.1)"]
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/consumer_price_index.py b/openbb_platform/core/openbb_core/provider/standard_models/consumer_price_index.py
index ee604c0daed..935af9038dc 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/consumer_price_index.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/consumer_price_index.py
@@ -9,7 +9,7 @@ from openbb_core.provider.utils.descriptions import (
DATA_DESCRIPTIONS,
QUERY_DESCRIPTIONS,
)
-from pydantic import Field, field_validator
+from pydantic import Field
class ConsumerPriceIndexQueryParams(QueryParams):
@@ -19,16 +19,13 @@ class ConsumerPriceIndexQueryParams(QueryParams):
description=QUERY_DESCRIPTIONS.get("country"),
default="united_states",
)
- transform: Literal["index", "yoy", "period"] = Field(
- description="Transformation of the CPI data. Period represents the change since previous."
- + " Defaults to change from one year ago (yoy).",
+ transform: str = Field(
+ description="Transformation of the CPI data.",
default="yoy",
- json_schema_extra={"choices": ["index", "yoy", "period"]},
)
frequency: Literal["annual", "quarter", "monthly"] = Field(
default="monthly",
description=QUERY_DESCRIPTIONS.get("frequency"),
- json_schema_extra={"choices": ["annual", "quarter", "monthly"]},
)
harmonized: bool = Field(
default=False, description="If true, returns harmonized data."
@@ -40,12 +37,6 @@ class ConsumerPriceIndexQueryParams(QueryParams):
default=None, description=QUERY_DESCRIPTIONS.get("end_date")
)
- @field_validator("country", mode="before", check_fields=False)
- @classmethod
- def to_lower(cls, v):
- """Convert country to lower case."""
- return v.replace(" ", "_").lower()
-
class ConsumerPriceIndexData(Data):
"""CPI data."""
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/economic_indicators.py b/openbb_platform/core/openbb_core/provider/standard_models/economic_indicators.py
index 04610ac0b54..d28b19eda70 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/economic_indicators.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/economic_indicators.py
@@ -14,23 +14,27 @@ from pydantic import Field
class EconomicIndicatorsQueryParams(QueryParams):
"""Economic Indicators Query."""
+ symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
country: str | None = Field(
- default=None,
- description=QUERY_DESCRIPTIONS.get("country", "")
- + " The country represented by the indicator, if available.",
+ default=None, description=QUERY_DESCRIPTIONS.get("country", "")
+ )
+ frequency: str | None = Field(
+ default=None, description=QUERY_DESCRIPTIONS.get("frequency", "")
)
start_date: dateType | None = Field(
- description=QUERY_DESCRIPTIONS.get("start_date", ""), default=None
+ default=None, description=QUERY_DESCRIPTIONS.get("start_date", "")
)
end_date: dateType | None = Field(
- description=QUERY_DESCRIPTIONS.get("end_date", ""), default=None
+ default=None, description=QUERY_DESCRIPTIONS.get("end_date", "")
)
class EconomicIndicatorsData(Data):
"""Economic Indicators Data."""
- date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
+ date: dateType | None = Field(
+ default=None, description=DATA_DESCRIPTIONS.get("date", "")
+ )
symbol_root: str | None = Field(
default=None, description="The root symbol for the indicator (e.g. GDP)."
)
diff --git a/openbb_platform/extensions/economy/integration/test_economy_api.py b/openbb_platform/extensions/economy/integration/test_economy_api.py
index f07405a646a..c3679f581bb 100644
--- a/openbb_platform/extensions/economy/integration/test_economy_api.py
+++ b/openbb_platform/extensions/economy/integration/test_economy_api.py
@@ -103,6 +103,19 @@ def test_economy_calendar(params, headers):
"expenditure": "transport",
}
),
+ (
+ {
+ "country": "portugal,spain",
+ "transform": "yoy",
+ "frequency": "quarter",
+ "harmonized": False,
+ "start_date": "2020-01-01",
+ "end_date": "2023-06-06",
+ "provider": "imf",
+ "expenditure": "transport",
+ "limit": None,
+ }
+ ),
],
)
@pytest.mark.integration
@@ -550,21 +563,15 @@ def test_economy_fred_regional(params, headers):
(
{
"provider": "imf",
- "country": "us,uk,jp",
- "symbol": "gold_reserves",
- "start_date": "2022-01-01",
- "end_date": "2023-12-31",
- "frequency": "annual",
- }
- ),
- (
- {
- "provider": "imf",
- "country": "all",
- "symbol": "derivative_assets",
- "start_date": "2022-01-01",
- "end_date": "2023-12-31",
- "frequency": "annual",
+ "country": "*",
+ "symbol": "IL::RGV_REVS",
+ "start_date": "2025-09-30",
+ "end_date": None,
+ "frequency": "month",
+ "transform": None,
+ "dimension_values": None,
+ "limit": 1,
+ "pivot": False,
}
),
],
@@ -585,7 +592,15 @@ def test_economy_indicators(params, headers):
"params",
[
({"provider": "econdb", "use_cache": False}),
- ({"provider": "imf", "query": "balance sheet;households;debt"}),
+ (
+ {
+ "provider": "imf",
+ "query": "gold+volume",
+ "dataflows": None,
+ "keywords": None,
+ "symbol": None,
+ }
+ ),
],
)
@pytest.mark.integration
@@ -1287,11 +1302,13 @@ def test_economy_shipping_chokepoint_info(params, headers):
@pytest.mark.parametrize(
"params",
[
- (
- {
- "provider": "imf",
- }
- ),
+ {
+ "provider": "imf",
+ "port_code": None,
+ "country": None,
+ "continent": None,
+ "limit": None,
+ }
],
)
@pytest.mark.integration
diff --git a/openbb_platform/extensions/economy/integration/test_economy_python.py b/openbb_platform/extensions/economy/integration/test_economy_python.py
index dad7eaf5898..1b94a01f619 100644
--- a/openbb_platform/extensions/economy/integration/test_economy_python.py
+++ b/openbb_platform/extensions/economy/integration/test_economy_python.py
@@ -62,40 +62,45 @@ def test_economy_calendar(params, obb):
@pytest.mark.parametrize(
"params",
[
- (
- {
- "country": "spain",
- "transform": "yoy",
- "frequency": "annual",
- "harmonized": False,
- "start_date": "2020-01-01",
- "end_date": "2023-06-06",
- "provider": "fred",
- }
- ),
- (
- {
- "country": "portugal,spain",
- "transform": "period",
- "frequency": "monthly",
- "harmonized": True,
- "start_date": "2023-01-01",
- "end_date": "2023-06-06",
- "provider": "fred",
- }
- ),
- (
- {
- "country": "portugal,spain",
- "transform": "yoy",
- "frequency": "quarter",
- "harmonized": False,
- "start_date": "2020-01-01",
- "end_date": "2023-06-06",
- "provider": "oecd",
- "expenditure": "transport",
- }
- ),
+ {
+ "country": "spain",
+ "transform": "yoy",
+ "frequency": "annual",
+ "harmonized": False,
+ "start_date": "2020-01-01",
+ "end_date": "2023-06-06",
+ "provider": "fred",
+ },
+ {
+ "country": "portugal,spain",
+ "transform": "period",
+ "frequency": "monthly",
+ "harmonized": True,
+ "start_date": "2023-01-01",
+ "end_date": "2023-06-06",
+ "provider": "fred",
+ },
+ {
+ "country": "portugal,spain",
+ "transform": "yoy",
+ "frequency": "quarter",
+ "harmonized": False,
+ "start_date": "2020-01-01",
+ "end_date": "2023-06-06",
+ "provider": "oecd",
+ "expenditure": "transport",
+ },
+ {
+ "country": "portugal,spain",
+ "transform": "yoy",
+ "frequency": "quarter",
+ "harmonized": False,
+ "start_date": "2020-01-01",
+ "end_date": "2023-06-06",
+ "provider": "imf",
+ "expenditure": "transport",
+ "limit": None,
+ },
],
)
@pytest.mark.integration
@@ -527,7 +532,15 @@ def test_economy_country_profile(params, obb):
"params",
[
({"provider": "econdb", "use_cache": False}),
- ({"provider": "imf", "query": "balance sheet;households;debt"}),
+ (
+ {
+ "provider": "imf",
+ "query": "gold+volume",
+ "dataflows": None,
+ "keywords": None,
+ "symbol": None,
+ }
+ ),
],
)
@pytest.mark.integration
@@ -571,21 +584,15 @@ def test_economy_available_indicators(params, obb):
(
{
"provider": "imf",
- "country": "us,uk,jp",
- "symbol": "gold_reserves",
- "start_date": "2022-01-01",
- "end_date": "2023-12-31",
- "frequency": "annual",
- }
- ),
- (
- {
- "provider": "imf",
- "country": "all",
- "symbol": "derivative_assets",
- "start_date": "2022-01-01",
- "end_date": "2023-12-31",
- "frequency": "annual",
+ "country": "*",
+ "symbol": "IL::RGV_REVS",
+ "start_date": "2025-09-30",
+ "end_date": None,
+ "frequency": "month",
+ "transform": None,
+ "dimension_values": None,
+ "limit": 1,
+ "pivot": False,
}
),
],
@@ -1148,13 +1155,13 @@ def test_economy_fomc_documents(params, obb):
@pytest.mark.parametrize(
"params",
[
- (
- {
- "provider": "imf",
- "country": "CRI",
- "continent": None,
- }
- ),
+ {
+ "provider": "imf",
+ "port_code": None,
+ "country": None,
+ "continent": None,
+ "limit": None,
+ }
],
)
@pytest.mark.integration
diff --git a/openbb_platform/extensions/economy/openbb_economy/economy_router.py b/openbb_platform/extensions/economy/openbb_economy/economy_router.py
index 6753321d0d7..3b1553395e9 100644
--- a/openbb_platform/extensions/economy/openbb_economy/economy_router.py
+++ b/openbb_platform/extensions/economy/openbb_economy/economy_router.py
@@ -6,7 +6,7 @@ from typing import Annotated
from fastapi import Body
from openbb_core.app.model.command_context import CommandContext
-from openbb_core.app.model.example import APIEx
+from openbb_core.app.model.example import APIEx, PythonEx
from openbb_core.app.model.obbject import OBBject
from openbb_core.app.provider_interface import (
ExtraParams,
@@ -79,6 +79,14 @@ async def calendar(
"provider": "oecd",
},
),
+ PythonEx(
+ description="Get the latest reported weightings of a country's CPI basket, from IMF.",
+ code=[
+ "res = obb.economy.cpi("
+ + "provider='imf', country='CAN', transform='weight_percent', expenditure='all', limit=1)",
+ "print(res.model_dump(include='results')['results'])",
+ ],
+ ),
],
)
async def cpi(
@@ -87,10 +95,7 @@ async def cpi(
standard_params: StandardParams,
extra_params: ExtraParams,
) -> OBBject:
- """Get Consumer Price Index (CPI).
-
- Returns either the rescaled index value, or a rate of change (inflation).
- """
+ """Get Consumer Price Index (CPI) data by country."""
return await OBBject.from_query(Query(**locals()))
@@ -346,7 +351,7 @@ async def available_indicators(
APIEx(parameters={"provider": "econdb", "symbol": "PCOCO"}),
APIEx(
description="Enter the country as the full name, or iso code."
- + " Use `available_indicators()` to get a list of supported indicators from EconDB.",
+ + " Use `/economy/available_indicators` to get a list of supported indicators from EconDB.",
parameters={
"symbol": "CPI",
"country": "united_states,jp",
@@ -358,44 +363,29 @@ async def available_indicators(
parameters={"provider": "econdb", "symbol": "main", "country": "eu"},
),
APIEx(
- description="When the provider is 'imf', the absence of a symbol will default to 'irfcl_top_lines'."
- + " Use 'IRFCL' to get all the data from the set of indicators.",
- parameters={"provider": "imf"},
- ),
- APIEx(
- description="When the provider is 'imf', complete tables are returned by using a 'preset'."
- + " Refer to the function's docstring for descriptions of each preset."
- + " When no country is supplied, the data is returned for all countries.",
- parameters={"provider": "imf", "symbol": "gold_reserves"},
- ),
- APIEx(
- description="When the provider is 'imf', multiple countries and symbols can be supplied."
- + " Enter countries as a two-letter ISO country code, or the country name in lower_snake_case.",
+ description="IMF indicators are identified by their dataflow and indicator code."
+ + " Use `/economy/available_indicators` to get and search a list of supported indicators symbols."
+ + " This example gets gold reserves held by countries, measured in Fine Troy Ounces.",
parameters={
"provider": "imf",
- "symbol": "RAFA_USD,RAPFA_USD,RAFA_RAPFA_RO",
- "country": "us,china,jp,4f,gb",
- "start_date": "2010-01-01",
- "end_date": "2020-12-31",
- "frequency": "annual",
+ "symbol": "IL::RGV_REVS",
+ "country": "*",
+ "frequency": "month",
+ "limit": 1,
+ "start_date": "2025-09-30",
},
),
APIEx(
- description=(
- "When the provider is 'imf', additional presets return the core Financial Soundness Indicators."
- "\n 'fsi_core' - Core FSIs"
- "\n 'fsi_encouraged_set' - Encouraged Set of FSIs,"
- "\n 'fsi_core_underlying' - Underlying data for the Core FSIs."
- "\n 'fsi_other' - Additional/Other FSIs that are not in the Core or Encouraged Set."
- "\n 'fsi_all' - all FSI data for a single country."
- ),
+ description="IMF symbols can also be used for retrieving entire presentation tables."
+ + " This example gets the Direct Investment Position (DIP) table."
+ + " Use `/imf_utils/list_tables` to get a list of supported presentation table symbols.",
parameters={
"provider": "imf",
- "symbol": "fsi_encouraged_set",
- "country": "us,fr,gb",
- "start_date": "2022-01-01",
- "end_date": "2023-12-31",
+ "symbol": "DIP::H_DIP_INDICATOR",
+ "country": "BRA",
"frequency": "annual",
+ "limit": 2,
+ "pivot": True,
},
),
],
diff --git a/openbb_platform/extensions/platform_api/openbb_platform_api/assets/default_apps.json b/openbb_platform/extensions/platform_api/openbb_platform_api/assets/default_apps.json
index d4f4ac287d8..3263776a75e 100644
--- a/openbb_platform/extensions/platform_api/openbb_platform_api/assets/default_apps.json
+++ b/openbb_platform/extensions/platform_api/openbb_platform_api/assets/default_apps.json
@@ -466,179 +466,101 @@
"groups": []
},
{
- "name": "Example IMF App",
- "img": "https://www.imf.org/-/media/Images/IMF/About/Factsheets/2022/Hero/imf-logo.ashx",
- "description": "Global economic and financial data, including GDP, inflation, trade, and fiscal balances (WEO), financial stability risks (GFSR), and public debt (GFS, QPSD). It tracks exchange rates, interest rates, and money supply (IFS), balance of payments and trade flows (BOPS, DOTS), and banking sector health (FSIs).",
- "allowCustomization": true,
- "tabs": {
- "DirectionOfTrade": {
- "id": "DirectionOfTrade",
- "name": "Direction Of Trade",
- "layout": [
- {
- "i": "economy_direction_of_trade_imf_obb",
- "x": 0,
- "y": 2,
- "w": 40,
- "h": 25,
- "state": {
- "params": {
- "country": "us",
- "counterpart": "canada,mexico",
- "direction": "all",
- "start_date": "2010-01-01"
- },
- "chartView": {
- "enabled": false,
- "chartType": "line"
- },
- "columnState": {
- "default_": {
- "columnPinning": {
- "leftColIds": [
- "date",
- "symbol",
- "title"
- ],
- "rightColIds": []
- }
+ "name": "The United States Congress",
+ "img": "https://www.congress.gov/img/opengraph1200by630.jpg",
+ "img_dark": "https://www.congress.gov/img/opengraph1200by630.jpg",
+ "img_light": "https://www.congress.gov/img/opengraph1200by630.jpg",
+ "description": "Find and view US federal legislative information and complete bill text.",
+ "allowCustomization": true,
+ "tabs": {
+ "": {
+ "id": "",
+ "name": "",
+ "layout": [
+ {
+ "i": "uscongress_bills_congress_gov_obb",
+ "x": 0,
+ "y": 0,
+ "w": 40,
+ "h": 11,
+ "state": {
+ "params": {
+ "bill_url": "119/hr/1"
+ },
+ "chartView": {
+ "enabled": false,
+ "chartType": "line"
+ },
+ "columnState": {
+ "default": {
+ "columnVisibility": {
+ "hiddenColIds": [
+ "origin_chamber_code"
+ ]
+ },
+ "columnOrder": {
+ "orderedColIds": [
+ "update_date",
+ "latest_action_date",
+ "bill_url",
+ "congress",
+ "bill_number",
+ "origin_chamber",
+ "origin_chamber_code",
+ "bill_type",
+ "title",
+ "latest_action",
+ "update_date_including_text"
+ ]
+ },
+ "focusedCell": {
+ "colId": "bill_url",
+ "rowIndex": 2,
+ "rowPinned": null
}
}
}
}
- ]
- },
- "Indicators": {
- "id": "Indicators",
- "name": "Indicators",
- "layout": [
- {
- "i": "economy_available_indicators_imf_obb",
- "x": 0,
- "y": 2,
- "w": 40,
- "h": 10,
- "state": {
- "chartView": {
- "enabled": false,
- "chartType": "line"
- }
- }
- },
- {
- "i": "economy_indicators_imf_obb",
- "x": 0,
- "y": 12,
- "w": 40,
- "h": 15,
- "state": {
- "chartView": {
- "enabled": false,
- "chartType": "line"
- }
+ },
+ {
+ "i": "uscongress_bill_text_congress_gov_obb",
+ "x": 16,
+ "y": 11,
+ "w": 24,
+ "h": 41,
+ "state": {
+ "params": {
+ "bill_url": "119/hr/1"
}
}
- ]
- }
- },
- "groups": []
+ },
+ {
+ "i": "uscongress_bill_info_congress_gov_obb",
+ "x": 0,
+ "y": 11,
+ "w": 16,
+ "h": 41,
+ "state": {
+ "params": {
+ "bill_url": "119/hr/1"
+ }
+ }
+ }
+ ]
+ }
},
- {
- "name": "The United States Congress",
- "img": "https://www.congress.gov/img/opengraph1200by630.jpg",
- "img_dark": "https://www.congress.gov/img/opengraph1200by630.jpg",
- "img_light": "https://www.congress.gov/img/opengraph1200by630.jpg",
- "description": "Find and view US federal legislative information and complete bill text.",
- "allowCustomization": true,
- "tabs": {
- "": {
- "id": "",
- "name": "",
- "layout": [
- {
- "i": "uscongress_bills_congress_gov_obb",
- "x": 0,
- "y": 0,
- "w": 40,
- "h": 11,
- "state": {
- "params": {
- "bill_url": "119/hr/1"
- },
- "chartView": {
- "enabled": false,
- "chartType": "line"
- },
- "columnState": {
- "default": {
- "columnVisibility": {
- "hiddenColIds": [
- "origin_chamber_code"
- ]
- },
- "columnOrder": {
- "orderedColIds": [
- "update_date",
- "latest_action_date",
- "bill_url",
- "congress",
- "bill_number",
- "origin_chamber",
- "origin_chamber_code",
- "bill_type",
- "title",
- "latest_action",
- "update_date_including_text"
- ]
- },
- "focusedCell": {
- "colId": "bill_url",
- "rowIndex": 2,
- "rowPinned": null
- }
- }
- }
- }
- },
- {
- "i": "uscongress_bill_text_congress_gov_obb",
- "x": 16,
- "y": 11,
- "w": 24,
- "h": 41,
- "state": {
- "params": {
- "bill_url": "119/hr/1"
- }
- }
- },
- {
- "i": "uscongress_bill_info_congress_gov_obb",
- "x": 0,
- "y": 11,
- "w": 16,
- "h": 41,
- "state": {
- "params": {
- "bill_url": "119/hr/1"
- }
- }
- }
- ]
- }
- },
- "groups": [
- {
- "name": "Group 1",
- "type": "param",
- "paramName": "bill_url",
- "defaultValue": "119/hr/1",
- "widgetIds": [
- "uscongress_bills_congress_gov_obb",
- "uscongress_bill_text_congress_gov_obb",
- "uscongress_bill_info_congress_gov_obb"
- ]
- }
- ]
- }
+ "groups": [
+ {
+ "name": "Group 1",
+ "type": "param",
+ "paramName": "bill_url",
+ "defaultValue": "119/hr/1",
+ "widgetIds": [
+ "uscongress_bills_congress_gov_obb",
+ "uscongress_bill_text_congress_gov_obb",
+ "uscongress_bill_info_congress_gov_obb"
+ ]
+ }
+ ]
+ }
]
diff --git a/openbb_platform/extensions/platform_api/tests/mock_widgets.json b/openbb_platform/extensions/platform_api/tests/mock_widgets.json
index ff3195c53c6..7e90de3abae 100644
--- a/openbb_platform/extensions/platform_api/tests/mock_widgets.json
+++ b/openbb_platform/extensions/platform_api/tests/mock_widgets.json
@@ -959,7 +959,6 @@
},
{
"field": "name",
- "pinned": "left",
"formatterFn": null,
"headerName": "Name",
"headerTooltip": "The name of the series.",
@@ -1901,7 +1900,6 @@
},
{
"field": "series_id",
- "pinned": "left",
"formatterFn": null,
"headerName": "Series ID",
"headerTooltip": "The series ID for the item in the release.",
@@ -1909,7 +1907,6 @@
},
{
"field": "name",
- "pinned": "left",
"formatterFn": null,
"headerName": "Name",
"headerTooltip": "The name of the release.",
@@ -2618,7 +2615,6 @@
},
{
"field": "name",
- "pinned": "left",
"formatterFn": null,
"headerName": "Name",
"headerTooltip": "The name of the series.",
@@ -2953,7 +2949,6 @@
},
{
"field": "series_id",
- "pinned": "left",
"formatterFn": null,
"headerName": "Series ID",
"headerTooltip": "The individual series ID for the region.",
@@ -3289,7 +3284,6 @@
},
{
"field": "name",
- "pinned": "left",
"formatterFn": null,
"headerName": "Name",
"headerTooltip": "The name of the series.",
diff --git a/openbb_platform/extensions/tests/utils/integration_tests_generator.py b/openbb_platform/extensions/tests/utils/integration_tests_generator.py
index 9a7fd2a8238..58c2d8245b6 100644
--- a/openbb_platform/extensions/tests/utils/integration_tests_generator.py
+++ b/openbb_platform/extensions/tests/utils/integration_tests_generator.py
@@ -44,6 +44,7 @@ def find_extensions(filter_chart: bool | None = True):
extensions.extend(
[x for x in (ROOT_DIR / "obbject_extensions").iterdir() if x.is_dir()]
)
+ extensions.extend([x for x in (ROOT_DIR / "providers").iterdir() if x.is_dir()])
extensions = [x for x in extensions if x.name not in filter_ext]
return extensions
diff --git a/openbb_platform/extensions/tests/utils/integration_tests_testers.py b/openbb_platform/extensions/tests/utils/integration_tests_testers.py
index b4329a702eb..dcd017d705b 100644
--- a/openbb_platform/extensions/tests/utils/integration_tests_testers.py
+++ b/openbb_platform/extensions/tests/utils/integration_tests_testers.py
@@ -34,6 +34,8 @@ def get_integration_tests(
for extension in find_extensions(filter_charting_ext):
integration_folder = os.path.join(extension, "integration")
+ if not os.path.exists(integration_folder):
+ continue
for file in os.listdir(integration_folder):
if file.endswith(file_end):
file_path = os.path.join(integration_folder, file)
@@ -314,7 +316,11 @@ def check_missing_integration_tests(test_type: Literal["api", "python"]) -> list
if route not in tested_functions:
# TODO: See how to handle edge cases that are excluded from the schema
# on purpose. This is currently on the econometrics router.
- if test_type == "api" and "econometrics" in route:
+ if (
+ test_type == "api"
+ and "econometrics" in route
+ or route.endswith(".json")
+ ):
continue
missing_integration_tests.append(
f"Missing {test_type} integration test for route {route}"
diff --git a/openbb_platform/providers/econdb/openbb_econdb/models/economic_indicators.py b/openbb_platform/providers/econdb/openbb_econdb/models/economic_indicators.py
index 426717ccf79..407369934df 100644
--- a/openbb_platform/providers/econdb/openbb_econdb/models/economic_indicators.py
+++ b/openbb_platform/providers/econdb/openbb_econdb/models/economic_indicators.py
@@ -3,7 +3,7 @@
# pylint: disable=unused-argument
from datetime import datetime
-from typing import Any, Literal
+from typing import Any
from warnings import warn
from openbb_core.app.model.abstract.error import OpenBBError
@@ -24,6 +24,8 @@ class EconDbEconomicIndicatorsQueryParams(EconomicIndicatorsQueryParams):
__json_schema_extra__ = {
"symbol": {"multiple_items_allowed": True},
"country": {"multiple_items_allowed": True},
+ "transform": {"choices": ["toya", "tpop", "tusd", "tpgp"]},
+ "frequency": {"choices": ["annual", "quarter", "month"]},
}
symbol: str = Field(
@@ -32,7 +34,12 @@ class EconDbEconomicIndicatorsQueryParams(EconomicIndicatorsQueryParams):
+ " Use `available_indicators()` to get a list of available symbols.",
)
- transform: None | Literal["toya", "tpop", "tusd", "tpgp"] = Field(
+ country: str | None = Field(
+ default=None,
+ description=QUERY_DESCRIPTIONS.get("country", "")
+ + " ISO country codes or country names.",
+ )
+ transform: None | str = Field(
default=None,
description="The transformation to apply to the data, default is None."
+ "\n"
@@ -49,7 +56,7 @@ class EconDbEconomicIndicatorsQueryParams(EconomicIndicatorsQueryParams):
+ " and the original units and scale differ between entities."
+ "\n `tusd` should only be used where values are currencies.",
)
- frequency: Literal["annual", "quarter", "month"] = Field(
+ frequency: str = Field(
default="quarter",
description="The frequency of the data, default is 'quarter'."
+ " Only valid when 'symbol' is 'main'.",
diff --git a/openbb_platform/providers/fred/openbb_fred/models/consumer_price_index.py b/openbb_platform/providers/fred/openbb_fred/models/consumer_price_index.py
index 7787f0e18bd..e35c833984f 100644
--- a/openbb_platform/providers/fred/openbb_fred/models/consumer_price_index.py
+++ b/openbb_platform/providers/fred/openbb_fred/models/consumer_price_index.py
@@ -10,12 +10,10 @@ from openbb_core.provider.standard_models.consumer_price_index import (
ConsumerPriceIndexData,
ConsumerPriceIndexQueryParams,
)
-from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
from openbb_core.provider.utils.errors import EmptyDataError
-from openbb_core.provider.utils.helpers import check_item
from openbb_fred.models.series import FredSeriesFetcher
-from openbb_fred.utils.fred_helpers import CPI_COUNTRIES, CpiCountries, all_cpi_options
-from pydantic import Field, field_validator
+from openbb_fred.utils.fred_helpers import CPI_COUNTRIES, all_cpi_options
+from pydantic import field_validator
class FREDConsumerPriceIndexQueryParams(ConsumerPriceIndexQueryParams):
@@ -26,13 +24,11 @@ class FREDConsumerPriceIndexQueryParams(ConsumerPriceIndexQueryParams):
"multiple_items_allowed": True,
"choices": CPI_COUNTRIES,
},
+ "transform": {
+ "choices": ["index", "yoy", "period"],
+ },
}
- country: CpiCountries | str = Field(
- description=QUERY_DESCRIPTIONS.get("country"),
- default="united_states",
- )
-
@field_validator("country", mode="before", check_fields=False)
@classmethod
def validate_country(cls, c: str):
@@ -40,10 +36,24 @@ class FREDConsumerPriceIndexQueryParams(ConsumerPriceIndexQueryParams):
result: list = []
values = c.replace(" ", "_").split(",")
for v in values:
- check_item(v.lower(), CPI_COUNTRIES)
+ if v.lower() not in CPI_COUNTRIES:
+ raise ValueError(
+ f"Invalid country: {v}. Available countries are: {', '.join(CPI_COUNTRIES)}"
+ )
result.append(v.lower())
return ",".join(result)
+ @field_validator("transform", mode="before", check_fields=False)
+ @classmethod
+ def validate_transform(cls, t: str):
+ """Validate transform."""
+ valid_transforms = ["index", "yoy", "period"]
+ if t.lower() not in valid_transforms:
+ raise ValueError(
+ f"Invalid transform: {t}. Available transforms are: {', '.join(valid_transforms)}"
+ )
+ return t.lower()
+
class FREDConsumerPriceIndexData(ConsumerPriceIndexData):
"""FRED Consumer Price Index Data."""
@@ -92,8 +102,8 @@ class FREDConsumerPriceIndexFetcher(
)
results: dict = {}
temp = await FredSeriesFetcher.fetch_data(item_query, credentials)
- result = [d.model_dump() for d in temp.result]
- results["metadata"] = {country_map.get(k): v for k, v in temp.metadata.items()}
+ result = [d.model_dump() for d in temp.result] # type: ignore
+ results["metadata"] = {country_map.get(k): v for k, v in temp.metadata.items()} # type: ignore
results["data"] = [
{country_map.get(k, k): v for k, v in d.items()} for d in result
]
diff --git a/openbb_platform/providers/imf/README.md b/openbb_platform/providers/imf/README.md
index 46bc8bc071e..0d97ac8283e 100644
--- a/openbb_platform/providers/imf/README.md
+++ b/openbb_platform/providers/imf/README.md
@@ -1,6 +1,9 @@
# OpenBB IMF Provider Extension
-This package adds the `openbb-imf` provider extension to the OpenBB Platform.
+This package adds the `openbb-imf` provider extension to the Open Data Platform by OpenBB.
+
+It provides everything you need - endpoints, tools, and metadata - to access and explore the entirety of
+https://data.imf.org, without any previous experience working with it.
## Installation
@@ -10,32 +13,140 @@ Install from PyPI with:
pip install openbb-imf
```
-## Implementation
+Then build the Python static assets by running:
-The extension utilizes the JSON RESTful Web Service ((https://datahelp.imf.org/knowledgebase/articles/630877-data-services)[https://datahelp.imf.org/knowledgebase/articles/630877-data-services])
+```sh
+openbb-build
+```
-No authorization is required to use, but IP addresses are bound by the limitations described in the link above.
+## Quick Start
+
+The fastest way to get started is by connecting to the OpenBB Workspace as a custom backend.
+
+### Start Server
+
+```sh
+openbb-api
+```
+
+This starts the FastAPI server over localhost on port 6900.
+
+### Add to Workspace
+
+See the documentation [here](https://docs.openbb.co/python/quickstart/workspace) for more details.
+
+### Click to Open App
+
+Once added, click on the app to open the dashboard.
+
+The dashboard contains widgets with metadata and information, as well ones for exploring and retrieving the data.
+
+## Implementation Details
+
+IMF is a SDMX API, and they organize their data by "dataflows". You can think of these as databases.
+Each one has their own definitions for parameters and output. Some definitions are shared, others are domain-specific.
+In SDMX, query models are expressed as dimensions, and data models as attributes.
+
+The extension comes with a base level of metadata used for normalizing, translating, and validating inputs and outputs.
+When mapping requires a code list that is not included, a network request is made to retrieve it.
+
+User input is validated by calling the constraints API for each dimension.
+The cached metadata contains all the potential values for parameters,
+but the availability of each is determined by other choices - country, frequency, etc.
+When making the actual request for data, parameters are tested for compatibility in the sequence defined by the data structure definition.
+Invalid parameter combinations are returned as helpful error messages with descriptions of what went wrong and what the valid choices are.
+
+The output converts ID codes into human-readable labels, and includes dataset and series metadata in a separate object.
+
+### Indicators
+
+In this library, we refer to indicators as "indicator-like" dimensions within individual dataflows.
+It includes dimensions like `COICOP_1999`, so items such as CPI All Items, or Clothing and footwear,
+are considered.
+
+The IMF codes for these values - `_T`, `CP01`, etc. - are used to construct ticker-like symbols.
+
+### Presentation Tables
+
+Presentation tables are built from hierarchical code lists defining the parent-child relationship
+between individual series.
+
+Internally, table IDs are prefixed with `H_` - i.e, `H_BOP_BOP_AGG_STANDARD_PRESENTATION`.
+
+The symbology allows entering references to tables, or indicators.
+
+### Symbology
+
+The Open Data Platform generally refers to all time series IDs as a `symbol`.
+Requesting time series data or presentation tables requires a symbol constructed from
+the dataflow ID and the indicator-like dimensions, split with `::`.
+
+`CPI::CPI` returns all series for `CPI` under the `TYPE_OF_INDEX` dimension.
+
+`CPI::CPI_CP01` returns just component of CPI, Food and non-alcoholic beverages.
+
+The symbol mapper matches the items after `::` intelligently to its corresponding dimension.
+Entering, `CPI::CP01`, gets the same result as, `CPI::CPI_CP01`.
+
+`CPI::CPI__T` returns just the top-level, All Items.
+
+`CPI::H_CPI_BY_COMPONENT` returns the entire presentation table, Consumer Price Index (CPI) by Component.
+
+Use, `obb.imf_utils.list_tables()`, for a list of tables and their symbol.
+
+Use, `obb.economy.available_indicators(provider='imf', query=')`, to search for, or list all, individual time series and symbols.
+
+This example lists all the indicators in the CPI and PI dataflows.
+
+```python
+from openbb import obb
+
+indicators = obb.economy.available_indicators(provider="imf", dataflows="CPI,PI")
+
+print(indicators.to_dict("records"))
+```
+
+```sh
+...
+ {'symbol_root': 'CP01',
+ 'symbol': 'CPI::CP01',
+ 'description': 'Food and non-alcoholic beverages',
+ 'agency_id': 'IMF.STA',
+ 'dataflow_id': 'CPI',
+ 'dataflow_name': 'Consumer Price Index (CPI)',
+ 'structure_id': 'DSD_CPI',
+ 'dimension_id': 'COICOP_1999',
+ 'long_description': 'Food and non-alcholoic beverages consumer price index is produced using prices related to food items and non-alcoholic beverages such as fresh produce, packaged foods, and beverages excluding alcoholic drinks, aggregated by their respective consumer expenditure weights.',
+ 'member_of': ['CPI::H_CPI_BY_COMPONENT']},
+...
+```
## Coverage
-- Databases:
- - International Reserves and Foreign Currency Liquidity
- - Direction of Trade Statistics
- - Financial Soundness Indicators
- - Port Watch
+All data available from https://data.imf.org/en/Data-Explorer can be retrieved, via `obb.economy.indicators(provider='imf', **kwargs)`.
-Coverage:
- - All IRFCL tables.
- - Individual, or multiple, time series from single or multiple countries.
- - Core and Encouraged Set tables, plus all individual underlying series.
- - Daily Port and Chokepoints data, with charts for metadata and average annual statistics.
+Additionally, there are endpoints for some Port Watch items (not part of the Data Explorer).
+
+The extension creates a router path, `imf_utils`, that exposes utility functions for UI integrations and metadata lookup.
### Endpoints
- `obb.economy.available_indicators`
- `obb.economy.indicators`
+- `obb.economy.cpi`
- `obb.economy.direction_of_trade`
- `obb.economy.shipping.chokepoint_info`
- `obb.economy.shipping.chokepoint_volume`
- `obb.economy.shipping.port_info`
- `obb.economy.shipping.port_volume`
+- `obb.imf_utils.get_dataflow_dimensions`
+- `obb.imf_utils.list_dataflow_choices`
+- `obb.imf_utils.list_dataflows`
+- `obb.imf_utils.list_indicators_by_dataflow`
+- `obb.imf_utils.list_port_id_choices`
+- `obb.imf_utils.list_table_choices`
+- `obb.imf_utils.list_tables`
+- `obb.imf_utils.presentation_table`
+- `obb.imf_utils.presentation_table_choices`
+
+"Choices" endpoints are utilized by OpenBB Workspace to populate widget dropdown menus.
diff --git a/openbb_platform/providers/imf/integration/__init__.py b/openbb_platform/providers/imf/integration/__init__.py
new file mode 100644
index 00000000000..476099ec1f7
--- /dev/null
+++ b/openbb_platform/providers/imf/integration/__init__.py
@@ -0,0 +1 @@
+"""IMF Utilities Router Module Integration Tests."""
diff --git a/openbb_platform/providers/imf/integration/test_imf_utils_api.py b/openbb_platform/providers/imf/integration/test_imf_utils_api.py
new file mode 100644
index 00000000000..7220f97e3b2
--- /dev/null
+++ b/openbb_platform/providers/imf/integration/test_imf_utils_api.py
@@ -0,0 +1,211 @@
+"""Test IMF Utils API endpoints."""
+
+import base64
+
+import pytest
+import requests
+from openbb_core.env import Env
+from openbb_core.provider.utils.helpers import get_querystring
+
+# pylint: disable=redefined-outer-name
+
+
+@pytest.fixture(scope="session")
+def headers():
+ """Get the headers for the API request."""
+ userpass = f"{Env().API_USERNAME}:{Env().API_PASSWORD}"
+ userpass_bytes = userpass.encode("ascii")
+ base64_bytes = base64.b64encode(userpass_bytes)
+
+ return {"Authorization": f"Basic {base64_bytes.decode('ascii')}"}
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "output_format": "json",
+ }
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_list_dataflows(params, headers):
+ """Test imf_utils_list_dataflows endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/list_dataflows?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "dataflow_id": "CPI",
+ "output_format": "json",
+ },
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_get_dataflow_dimensions(params, headers):
+ """Test imf_utils_get_dataflow_dimensions endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/get_dataflow_dimensions?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_port_id_choices(params, headers):
+ """Test imf_utils_list_port_id_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/list_port_id_choices?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_tables(params, headers):
+ """Test imf_utils_list_tables endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/list_tables?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_table_choices(params, headers):
+ """Test imf_utils_list_table_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/list_table_choices?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_dataflow_choices(params, headers):
+ """Test imf_utils_list_dataflow_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/list_dataflow_choices?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "dataflow_group": None,
+ "table": None,
+ "country": None,
+ "frequency": None,
+ },
+ {
+ "dataflow_group": "cpi",
+ "table": None,
+ "country": None,
+ "frequency": None,
+ },
+ {
+ "dataflow_group": "cpi",
+ "table": "cpi",
+ "country": None,
+ "frequency": None,
+ },
+ {
+ "dataflow_group": "cpi",
+ "table": "cpi",
+ "country": "JPN",
+ "frequency": None,
+ },
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_presentation_table_choices(params, headers):
+ """Test imf_utils_presentation_table_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/presentation_table_choices?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "symbol": "CPI::CPI__T",
+ "country": None,
+ "frequency": None,
+ "transform": None,
+ "dimension_values": None,
+ },
+ {
+ "symbol": "CPI::CPI__T",
+ "country": "JPN",
+ "frequency": None,
+ "transform": None,
+ "dimension_values": None,
+ },
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_indicator_choices(params, headers):
+ """Test imf_utils_indicator_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/indicator_choices?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "dataflow_group": "cpi",
+ "table": "cpi",
+ "country": "JPN",
+ "frequency": "A",
+ "dimension_values": None,
+ "limit": 1,
+ "raw": True,
+ }
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_presentation_table(params, headers):
+ """Test imf_utils_presentation_table endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ query_str = get_querystring(params, [])
+ url = f"http://0.0.0.0:8000/api/v1/imf_utils/presentation_table?{query_str}"
+ result = requests.get(url, headers=headers, timeout=10)
+ assert isinstance(result, requests.Response)
+ assert result.status_code == 200
diff --git a/openbb_platform/providers/imf/integration/test_imf_utils_python.py b/openbb_platform/providers/imf/integration/test_imf_utils_python.py
new file mode 100644
index 00000000000..f836f6189cf
--- /dev/null
+++ b/openbb_platform/providers/imf/integration/test_imf_utils_python.py
@@ -0,0 +1,179 @@
+"""IMF Utilities module integration tests."""
+
+import pytest
+from openbb_core.app.model.obbject import OBBject
+
+# pylint: disable=redefined-outer-name
+
+
+@pytest.fixture(scope="session")
+def obb(pytestconfig): # pylint: disable=inconsistent-return-statements
+ """Fixture to setup obb."""
+
+ if pytestconfig.getoption("markexpr") != "not integration":
+ import openbb # pylint: disable=import-outside-toplevel
+
+ return openbb.obb
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "output_format": "json",
+ }
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_list_dataflows(params, obb):
+ """Test imf_utils_list_dataflows endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ result = obb.imf_utils.list_dataflows(**params)
+ assert result
+ assert isinstance(result, OBBject)
+ assert len(result.results) > 0 # type: ignore
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "dataflow_id": "CPI",
+ "output_format": "json",
+ },
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_get_dataflow_dimensions(params, obb):
+ """Test imf_utils_get_dataflow_dimensions endpoint."""
+ params = {p: v for p, v in params.items() if v}
+
+ result = obb.imf_utils.get_dataflow_dimensions(**params)
+ assert result
+ assert isinstance(result, OBBject)
+ assert result.results
+ assert isinstance(result.results, dict)
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_port_id_choices(params, obb):
+ """Test imf_utils_list_port_id_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+ result = obb.imf_utils.list_port_id_choices(**params)
+ assert result
+ assert isinstance(result, list)
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_tables(params, obb):
+ """Test imf_utils_list_tables endpoint."""
+ params = {p: v for p, v in params.items() if v}
+ result = obb.imf_utils.list_tables(**params)
+ assert result
+ assert isinstance(result, OBBject)
+ assert len(result.results) > 0 # type: ignore
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_table_choices(params, obb):
+ """Test imf_utils_list_table_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+ result = obb.imf_utils.list_table_choices(**params)
+ assert result
+ assert isinstance(result, list)
+ assert len(result) > 0
+
+
+@pytest.mark.parametrize("params", [{}])
+@pytest.mark.integration
+def test_imf_utils_list_dataflow_choices(params, obb):
+ """Test imf_utils_list_dataflow_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+ result = obb.imf_utils.list_dataflow_choices(**params)
+ assert result
+ assert isinstance(result, list)
+ assert len(result) > 0
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "dataflow_group": None,
+ "table": None,
+ "country": None,
+ "frequency": None,
+ },
+ {
+ "dataflow_group": "cpi",
+ "table": None,
+ "country": None,
+ "frequency": None,
+ },
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_presentation_table_choices(params, obb):
+ """Test imf_utils_presentation_table_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+ result = obb.imf_utils.presentation_table_choices(**params)
+ assert result
+ assert isinstance(result, list)
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "dataflow_group": "cpi",
+ "table": "cpi",
+ "country": "JPN",
+ "frequency": "A",
+ "dimension_values": None,
+ "limit": 1,
+ "raw": True,
+ }
+ ],
+)
+@pytest.mark.integration
+def test_imf_utils_presentation_table(params, obb):
+ """Test imf_utils_presentation_table endpoint."""
+ params = {p: v for p, v in params.items() if v}
+ result = obb.imf_utils.presentation_table(**params)
+ assert result
+ assert isinstance(result, list)
+ assert len(result) > 1 # type: ignore
+
+
+@pytest.mark.parametrize(
+ "params",
+ [
+ {
+ "symbol": "CPI::CPI__T",
+ "country": None,
+ "frequency": None,
+ "transform": None,
+ "dimension_values": None,
+ },
+ {
+ "symbol": "CPI::CPI__T",
+ "country": "JPN",
+ "frequency": None,
+ "transform": None,
+ "dimension_values": None,
+ },
+ ],
+)
+@pytest.mark.integration
+@pytest.mark.skip(reason="Not included in Python interface")
+def test_imf_utils_indicator_choices(params, obb):
+ """Test imf_utils_indicator_choices endpoint."""
+ params = {p: v for p, v in params.items() if v}
+ result = obb.imf_utils.indicator_choices(**params)
+ assert result
+ assert isinstance(result, list)
+ assert len(result) > 0
diff --git a/openbb_platform/providers/imf/openbb_imf/__init__.py b/openbb_platform/providers/imf/openbb_imf/__init__.py
index 6abeab642bc..e9a53ef59a0 100644
--- a/openbb_platform/providers/imf/openbb_imf/__init__.py
+++ b/openbb_platform/providers/imf/openbb_imf/__init__.py
@@ -2,6 +2,7 @@
from openbb_core.provider.abstract.provider import Provider
from openbb_imf.models.available_indicators import ImfAvailableIndicatorsFetcher
+from openbb_imf.models.consumer_price_index import ImfConsumerPriceIndexFetcher
from openbb_imf.models.direction_of_trade import ImfDirectionOfTradeFetcher
from openbb_imf.models.economic_indicators import ImfEconomicIndicatorsFetcher
from openbb_imf.models.maritime_chokepoint_info import ImfMaritimeChokePointInfoFetcher
@@ -17,6 +18,7 @@ imf_provider = Provider(
description="Access International Monetary Fund (IMF) data APIs.",
fetcher_dict={
"AvailableIndicators": ImfAvailableIndicatorsFetcher,
+ "ConsumerPriceIndex": ImfConsumerPriceIndexFetcher,
"DirectionOfTrade": ImfDirectionOfTradeFetcher,
"EconomicIndicators": ImfEconomicIndicatorsFetcher,
"MaritimeChokePointInfo": ImfMaritimeChokePointInfoFetcher,
diff --git a/openbb_platform/providers/imf/openbb_imf/apps.json b/openbb_platform/providers/imf/openbb_imf/apps.json
new file mode 100644
index 00000000000..5ee8605e857
--- /dev/null
+++ b/openbb_platform/providers/imf/openbb_imf/apps.json
@@ -0,0 +1,488 @@
+[{
+ "name": "IMF Explorer",
+ "img": "https://upload.wikimedia.org/wikipedia/commons/thumb/3/3e/IMF-Seal_ENG_RGB.svg/500px-IMF-Seal_ENG_RGB.svg.png",
+ "img_dark": "https://upload.wikimedia.org/wikipedia/commons/thumb/3/3e/IMF-Seal_ENG_RGB.svg/500px-IMF-Seal_ENG_RGB.svg.png",
+ "img_light": "https://upload.wikimedia.org/wikipedia/commons/thumb/3/3e/IMF-Seal_ENG_RGB.svg/500px-IMF-Seal_ENG_RGB.svg.png",
+ "description": "Explore economic indicators and presentation tables published by the IMF. Disclaimer: This application is neither affiliated with nor endorsed by the IMF. See https://data.imf.org/ for terms and conditions.",
+ "allowCustomization": true,
+ "tabs": {
+ "dataflows": {
+ "id": "dataflows",
+ "name": "Dataflows",
+ "layout": [
+ {
+ "i": "imf_utils_get_dataflow_dimensions_custom_obb",
+ "x": 0,
+ "y": 2,
+ "w": 16,
+ "h": 29,
+ "state": {
+ "params": {
+ "dataflow_id": "CTOT"
+ }
+ },
+ "groups": []
+ },
+ {
+ "i": "imf_utils_list_dataflows_custom_obb",
+ "x": 16,
+ "y": 2,
+ "w": 24,
+ "h": 29,
+ "groups": []
+ }
+ ]
+ },
+ "indicators": {
+ "id": "indicators",
+ "name": "Indicators",
+ "layout": [
+ {
+ "i": "economy_available_indicators_imf_obb",
+ "x": 0,
+ "y": 2,
+ "w": 40,
+ "h": 15,
+ "state": {
+ "params": {
+ "dataflows": "CTOT",
+ "symbol": "CTOT::CEMPI_CTOTNX_TT"
+ },
+ "chartView": {
+ "enabled": false,
+ "chartType": "line"
+ },
+ "columnState": {
+ "default": {
+ "columnPinning": {
+ "leftColIds": [
+ "symbol"
+ ],
+ "rightColIds": []
+ },
+ "columnOrder": {
+ "orderedColIds": [
+ "symbol_root",
+ "symbol",
+ "description",
+ "agency_id",
+ "dataflow_id",
+ "dataflow_name",
+ "structure_id",
+ "dimension_id",
+ "long_description",
+ "member_of"
+ ]
+ }
+ }
+ }
+ },
+ "groups": [
+ "Group 1"
+ ]
+ },
+ {
+ "i": "economy_indicators_imf_obb",
+ "x": 0,
+ "y": 17,
+ "w": 40,
+ "h": 21,
+ "state": {
+ "params": {
+ "symbol": "CTOT::CEPI_CTOTX_GDP",
+ "country": [
+ "",
+ "AUS"
+ ],
+ "frequency": "M",
+ "limit": "1",
+ "pivot": "false"
+ },
+ "chartModel": {
+ "modelType": "range",
+ "chartType": "customCombo",
+ "chartOptions": {
+ "line": {
+ "legend": {
+ "enabled": false
+ },
+ "axes": {
+ "category": {}
+ }
+ }
+ },
+ "cellRange": {
+ "columns": [
+ "date",
+ "value"
+ ]
+ },
+ "suppressChartRanges": true,
+ "seriesChartTypes": [
+ {
+ "colId": "value",
+ "chartType": "groupedColumn",
+ "secondaryAxis": false
+ },
+ {
+ "colId": "unit_multiplier",
+ "chartType": "line",
+ "secondaryAxis": false
+ }
+ ]
+ },
+ "chartView": {
+ "enabled": false,
+ "chartType": "customCombo"
+ },
+ "columnState": {
+ "default": {
+ "columnPinning": {
+ "leftColIds": [
+ "title",
+ "country",
+ "date",
+ "value"
+ ],
+ "rightColIds": []
+ },
+ "columnVisibility": {
+ "hiddenColIds": [
+ "description"
+ ]
+ },
+ "columnOrder": {
+ "orderedColIds": [
+ "title",
+ "country",
+ "unit",
+ "scale",
+ "date",
+ "symbol_root",
+ "symbol",
+ "value",
+ "unit_multiplier",
+ "order",
+ "level",
+ "indicator",
+ "description",
+ "country_code",
+ "wgt_type",
+ "wgt_type_code",
+ "frequency",
+ "frequency_code"
+ ]
+ }
+ }
+ }
+ },
+ "groups": [
+ "Group 1"
+ ]
+ }
+ ]
+ },
+ "presentation-tables": {
+ "id": "presentation-tables",
+ "name": "Presentation Tables",
+ "layout": [
+ {
+ "i": "imf_utils_presentation_table_custom_obb",
+ "x": 0,
+ "y": 2,
+ "w": 40,
+ "h": 31,
+ "state": {
+ "params": {
+ "dataflow_group": "qgfs",
+ "table": "qgfs_balance",
+ "country": [
+ "BRA"
+ ],
+ "frequency": "Q",
+ "limit": "3"
+ },
+ "columnState": {
+ "default": {
+ "columnOrder": {
+ "orderedColIds": [
+ "country",
+ "title",
+ "2024-12-31",
+ "2023-12-31",
+ "2022-12-31"
+ ]
+ }
+ }
+ }
+ },
+ "groups": []
+ }
+ ]
+ },
+ "direction-of-trade": {
+ "id": "direction-of-trade",
+ "name": "Direction of Trade",
+ "layout": [
+ {
+ "i": "economy_direction_of_trade_imf_obb",
+ "x": 0,
+ "y": 2,
+ "w": 40,
+ "h": 27,
+ "state": {
+ "params": {
+ "start_date": "2010-01-01",
+ "frequency": "quarter"
+ },
+ "chartModel": {
+ "modelType": "range",
+ "chartType": "line",
+ "chartOptions": {},
+ "suppressChartRanges": true
+ },
+ "chartView": {
+ "enabled": false,
+ "chartType": "line"
+ },
+ "columnState": {
+ "default": {
+ "columnPinning": {
+ "leftColIds": [
+ "date",
+ "symbol"
+ ],
+ "rightColIds": []
+ },
+ "columnVisibility": {
+ "hiddenColIds": [
+ "symbol",
+ "country_code",
+ "counterpart_code",
+ "unit_multiplier"
+ ]
+ },
+ "columnOrder": {
+ "orderedColIds": [
+ "date",
+ "symbol",
+ "country",
+ "counterpart",
+ "title",
+ "value",
+ "scale",
+ "unit",
+ "country_code",
+ "counterpart_code",
+ "unit_multiplier"
+ ]
+ }
+ }
+ }
+ },
+ "groups": []
+ }
+ ]
+ },
+ "port-watch": {
+ "id": "port-watch",
+ "name": "Port Watch",
+ "layout": [
+ {
+ "i": "economy_shipping_chokepoint_volume_imf_obb",
+ "x": 0,
+ "y": 2,
+ "w": 40,
+ "h": 16,
+ "state": {
+ "params": {
+ "start_date": "2024-01-01",
+ "chokepoint": [
+ "chokepoint2"
+ ]
+ },
+ "chartView": {
+ "enabled": false,
+ "chartType": "line"
+ },
+ "columnState": {
+ "default": {
+ "columnPinning": {
+ "leftColIds": [
+ "date",
+ "chokepoint"
+ ],
+ "rightColIds": []
+ },
+ "columnOrder": {
+ "orderedColIds": [
+ "date",
+ "chokepoint",
+ "vessels_total",
+ "vessels_cargo",
+ "vessels_tanker",
+ "vessels_container",
+ "vessels_general_cargo",
+ "vessels_dry_bulk",
+ "vessels_roro",
+ "capacity_total",
+ "capacity_cargo",
+ "capacity_tanker",
+ "capacity_container",
+ "capacity_general_cargo",
+ "capacity_dry_bulk",
+ "capacity_roro"
+ ]
+ }
+ }
+ }
+ },
+ "groups": []
+ },
+ {
+ "i": "economy_shipping_port_info_imf_obb",
+ "x": 0,
+ "y": 18,
+ "w": 40,
+ "h": 14,
+ "state": {
+ "params": {
+ "country": "USA",
+ "port_code": "port786"
+ },
+ "chartView": {
+ "enabled": false,
+ "chartType": "line"
+ },
+ "columnState": {
+ "default": {
+ "columnPinning": {
+ "leftColIds": [
+ "port_code",
+ "continent",
+ "country",
+ "port_full_name"
+ ],
+ "rightColIds": []
+ },
+ "columnVisibility": {
+ "hiddenColIds": [
+ "country_code",
+ "port_name"
+ ]
+ },
+ "columnOrder": {
+ "orderedColIds": [
+ "port_code",
+ "continent",
+ "country",
+ "country_code",
+ "port_name",
+ "port_full_name",
+ "latitude",
+ "longitude",
+ "vessel_count_total",
+ "vessel_count_tanker",
+ "vessel_count_container",
+ "vessel_count_general_cargo",
+ "vessel_count_dry_bulk",
+ "vessel_count_roro",
+ "share_country_maritime_import",
+ "share_country_maritime_export",
+ "industry_top1",
+ "industry_top2",
+ "industry_top3"
+ ]
+ }
+ }
+ }
+ },
+ "groups": [
+ "Group 2"
+ ]
+ },
+ {
+ "i": "economy_shipping_port_volume_imf_obb",
+ "x": 0,
+ "y": 32,
+ "w": 40,
+ "h": 15,
+ "state": {
+ "params": {
+ "start_date": "2024-01-01",
+ "country": "DEU"
+ },
+ "chartView": {
+ "enabled": false,
+ "chartType": "line"
+ },
+ "columnState": {
+ "default": {
+ "columnPinning": {
+ "leftColIds": [
+ "date",
+ "port_code",
+ "port_name",
+ "country"
+ ],
+ "rightColIds": []
+ },
+ "columnVisibility": {
+ "hiddenColIds": [
+ "country_code"
+ ]
+ },
+ "columnOrder": {
+ "orderedColIds": [
+ "date",
+ "port_code",
+ "port_name",
+ "country",
+ "country_code",
+ "portcalls",
+ "portcalls_tanker",
+ "portcalls_container",
+ "portcalls_general_cargo",
+ "portcalls_dry_bulk",
+ "portcalls_roro",
+ "imports",
+ "imports_cargo",
+ "imports_tanker",
+ "imports_container",
+ "imports_general_cargo",
+ "imports_dry_bulk",
+ "imports_roro",
+ "exports",
+ "exports_cargo",
+ "exports_tanker",
+ "exports_container",
+ "exports_general_cargo",
+ "exports_dry_bulk",
+ "exports_roro"
+ ]
+ }
+ }
+ }
+ },
+ "groups": [
+ "Group 2"
+ ]
+ }
+ ]
+ }
+ },
+ "groups": [
+ {
+ "name": "Group 1",
+ "type": "param",
+ "paramName": "symbol",
+ "defaultValue": "CTOT::CEPI_CTOTX_GDP"
+ },
+ {
+ "name": "Group 2",
+ "type": "param",
+ "paramName": "port_code",
+ "defaultValue": "port664"
+ }
+ ]
+}]
\ No newline at end of file
diff --git a/openbb_platform/providers/imf/openbb_imf/assets/imf_cache.pkl.gz b/openbb_platform/providers/imf/openbb_imf/assets/imf_cache.pkl.gz
new file mode 100644
index 00000000000..d164b8bc5d9
Binary files /dev/null and b/openbb_platform/providers/imf/openbb_imf/assets/imf_cache.pkl.gz differ
diff --git a/openbb_platform/providers/imf/openbb_imf/assets/imf_country_map.json b/openbb_platform/providers/imf/openbb_imf/assets/imf_country_map.json
deleted file mode 100644
index 7c66b52de90..00000000000
--- a/openbb_platform/providers/imf/openbb_imf/assets/imf_country_map.json
+++ /dev/null
@@ -1,260 +0,0 @@
-{
- "AF": "Afghanistan",
- "AL": "Albania",
- "DZ": "Algeria",
- "AS": "American Samoa",
- "AO": "Angola",
- "AI": "Anguilla",
- "AG": "Antigua and Barbuda",
- "AR": "Argentina",
- "AM": "Armenia",
- "AW": "Aruba",
- "S19": "Asia not allocated",
- "AU": "Australia",
- "AT": "Austria",
- "AZ": "Azerbaijan",
- "BS": "Bahamas",
- "BH": "Bahrain",
- "BD": "Bangladesh",
- "BB": "Barbados",
- "BY": "Belarus",
- "BE": "Belgium",
- "R1": "Belgo-Luxembourg Economic Union",
- "BZ": "Belize",
- "BJ": "Benin",
- "BM": "Bermuda",
- "BT": "Bhutan",
- "BO": "Bolivia",
- "BA": "Bosnia and Herzegovina",
- "BW": "Botswana",
- "BR": "Brazil",
- "BN": "Brunei Darussalam",
- "BG": "Bulgaria",
- "BF": "Burkina Faso",
- "BI": "Burundi",
- "CV": "Cabo Verde",
- "KH": "Cambodia",
- "CM": "Cameroon",
- "CA": "Canada",
- "5Y": "Eastern Caribbean Currency Union",
- "CF": "Central African Republic",
- "TD": "Chad",
- "CL": "Chile",
- "HK": "Hong Kong",
- "MO": "Macao",
- "CN": "China",
- "CO": "Colombia",
- "KM": "Comoros",
- "CD": "Democratic Republic of the Congo",
- "CG": "Congo",
- "CR": "Costa Rica",
- "CI": "Ivory Coast",
- "HR": "Croatia",
- "CU": "Cuba",
- "CW": "Curacao",
- "CY": "Cyprus",
- "CZ": "Czech Republic",
- "CSH": "Former Czechoslovakia",
- "DK": "Denmark",
- "DJ": "Djibouti",
- "DM": "Dominica",
- "DO": "Dominican Republic",
- "DE2": "East Germany",
- "EC": "Ecuador",
- "EG": "Egypt",
- "SV": "El Salvador",
- "GQ": "Equatorial Guinea",
- "ER": "Eritrea",
- "EE": "Estonia",
- "SZ": "Eswatini",
- "ET": "Ethiopia",
- "E19": "Europe not allocated",
- "FK": "Falkland Islands (Malvinas)",
- "FO": "Faroe Islands",
- "FJ": "Fiji",
- "FI": "Finland",
- "FR": "France",
- "PF": "French Polynesia",
- "GA": "Gabon",
- "GM": "Gambia",
- "GE": "Georgia",
- "DE": "Germany",
- "GH": "Ghana",
- "GI": "Gibraltar",
- "GR": "Greece",
- "GL": "Greenland",
- "GD": "Grenada",
- "GU": "Guam",
- "GT": "Guatemala",
- "GN": "Guinea",
- "GW": "Guinea-Bissau",
- "GY": "Guyana",
- "HT": "Haiti",
- "VA": "Vatican City State",
- "HN": "Honduras",
- "HU": "Hungary",
- "IS": "Iceland",
- "IN": "India",
- "ID": "Indonesia",
- "IR": "Iran",
- "IQ": "Iraq",
- "IE": "Ireland",
- "IL": "Israel",
- "IT": "Italy",
- "JM": "Jamaica",
- "JP": "Japan",
- "JO": "Jordan",
- "KZ": "Kazakhstan",
- "KE": "Kenya",
- "KI": "Kiribati",
- "KP": "North Korea",
- "KR": "South Korea",
- "XK": "Kosovo",
- "KW": "Kuwait",
- "KG": "Kyrgyzstan",
- "LA": "Lao",
- "LV": "Latvia",
- "LB": "Lebanon",
- "LS": "Lesotho",
- "LR": "Liberia",
- "LY": "Libya",
- "LT": "Lithuania",
- "LU": "Luxembourg",
- "MG": "Madagascar",
- "MW": "Malawi",
- "MY": "Malaysia",
- "1C_554": "West Malaysia",
- "MV": "Maldives",
- "ML": "Mali",
- "MT": "Malta",
- "MH": "Marshall islands",
- "MR": "Mauritania",
- "MU": "Mauritius",
- "MX": "Mexico",
- "FM": "Micronesia",
- "F979": "Middle East and Central Asia not specified",
- "MD": "Moldova",
- "MN": "Mongolia",
- "ME": "Montenegro",
- "MS": "Montserrat",
- "MA": "Morocco",
- "MZ": "Mozambique",
- "MM": "Myanmar",
- "NA": "Namibia",
- "NR": "Nauru",
- "NP": "Nepal",
- "AN": "Antilles",
- "NL": "Netherlands",
- "NC": "New Caledonia",
- "NZ": "New Zealand",
- "NI": "Nicaragua",
- "NE": "Niger",
- "NG": "Nigeria",
- "MK": "North Macedonia",
- "1C_958": "North Vietnam",
- "NO": "Norway",
- "OM": "Oman",
- "PK": "Pakistan",
- "PW": "Palau",
- "PA": "Panama",
- "PG": "Papua New Guinea",
- "PY": "Paraguay",
- "PE": "Peru",
- "PH": "Philippines",
- "PL": "Poland",
- "PT": "Portugal",
- "QA": "Qatar",
- "RO": "Romania",
- "RU": "Russia",
- "RW": "Rwanda",
- "WS": "Samoa",
- "SM": "San Marino",
- "ST": "Sao Tome and Principe",
- "SA": "Saudi Arabia",
- "SN": "Senegal",
- "CS": "Serbia and Montenegro",
- "RS": "Serbia",
- "SC": "Seychelles",
- "SL": "Sierra Leone",
- "SG": "Singapore",
- "SX": "Sint Maarten (Dutch part)",
- "SK": "Slovakia",
- "SI": "Slovenia",
- "SB": "Solomon Islands",
- "SO": "Somalia",
- "ZA": "South Africa",
- "1C_198": "South African Common Customs Area",
- "SS": "South Sudan",
- "ES": "Spain",
- "LK": "Sri Lanka",
- "KN": "Saint Kitts and Nevis",
- "LC": "Saint Lucia",
- "VC": "Saint Vincent and the Grenadines",
- "SD": "Sudan",
- "SR": "Suriname",
- "SE": "Sweden",
- "CH": "Switzerland",
- "SY": "Syria",
- "TW": "Taiwan",
- "TJ": "Tajikistan",
- "TZ": "Tanzania",
- "TH": "Thailand",
- "TL": "Timor-Leste",
- "TG": "Togo",
- "TO": "Tonga",
- "TT": "Trinidad and Tobago",
- "TN": "Tunisia",
- "TR": "Turkey",
- "TM": "Turkmenistan",
- "TV": "Tuvalu",
- "UG": "Uganda",
- "UA": "Ukraine",
- "AE": "United Arab Emirates",
- "GB": "United Kingdom",
- "US": "United States",
- "UY": "Uruguay",
- "SUH": "Former USSR",
- "UZ": "Uzbekistan",
- "VU": "Vanuatu",
- "VE": "Venezuela",
- "VN": "Viet Nam",
- "PS": "Palestine",
- "YE": "Yemen",
- "YUC": "Former Yugoslavia",
- "ZM": "Zambia",
- "ZW": "Zimbabwe",
- "R14": "Community of Independent States",
- "U2": "Euro Area",
- "E1": "Europe",
- "B0": "European Union",
- "F97": "Middle East",
- "XS5": "Middle East and Central Asia",
- "X88": "Other Countries n.i.e. (IMF)",
- "F1": "Africa",
- "F6": "Sub-Saharan Africa",
- "F19": "Africa not allocated",
- "A10": "Western Hemisphere",
- "A109": "Western Hemisphere not allocated",
- "W00": "World",
- "XR99": "Special Categories and Economic Zones",
- "XS25": "Developing Asia (IMF)",
- "XR43": "Emerging and Developing Countries",
- "XR29": "Advanced Economies (IMF)",
- "1C_ALLC": "All Countries",
- "1C_ALL": "All Countries and Country Groups",
- "1C_ALLG": "All Country Groups",
- "1C_903": "Emerging and Developing Europe",
- "1C_080": "Export Earnings: Fuel",
- "1C_092": "Export Earnings: Nonfuel",
- "1C_440": "Middle East, North Africa, Afghanistan, and Pakistan",
- "1C_473": "Yemen Arab Rep",
- "1C_459": "Yemen P.D. Rep",
- "1C_All_Reporting_Countries_Data": "All Reporting Countries, Data",
- "1C_All_Reporting_Countries_Metadata": "All Reporting Countries, Metadata",
- "1C_Daily_Reporters": "Daily Reporters",
- "1C_Dual_Reporters": "Dual Reporters",
- "1C_Monthly_Reporters": "Monthly Reporters",
- "1C_Single_Reporters": "Single Reporters",
- "1C_Single_Reporters_USA_and_Peru": "Single Reporters - USA and Peru",
- "_X": "Unspecified"
-}
\ No newline at end of file
diff --git a/openbb_platform/providers/imf/openbb_imf/imf_router.py b/openbb_platform/providers/imf/openbb_imf/imf_router.py
new file mode 100644
index 00000000000..31451c30f7e
--- /dev/null
+++ b/openbb_platform/providers/imf/openbb_imf/imf_router.py
@@ -0,0 +1,1130 @@
+"""IMF Utilities Router."""
+
+from typing import Annotated, Any, Literal
+
+from fastapi import Query
+from fastapi.responses import HTMLResponse
+from openbb_core.app.model.abstract.error import OpenBBError
+from openbb_core.app.model.example import APIEx, PythonEx
+from openbb_core.app.model.obbject import OBBject
+from openbb_core.app.router import Router
+from openbb_core.app.service.system_service import SystemService
+from openbb_imf.models.indicator_metadata import ImfTableMetadata
+from openbb_imf.utils.constants import (
+ PRESENTATION_TABLES,
+ table_dataflow_choices,
+ table_dataflow_map,
+ table_name_map,
+)
+from openbb_imf.utils.metadata import ImfMetadata
+
+# pylint: disable=unused-argument,protected-access,too-many-positional-arguments,too-many-lines,too-many-locals,too-many-branches
+
+router = Router(prefix="", description="Utilities for IMF provider.")
+api_prefix = SystemService().system_settings.api_settings.prefix
+
+
+@router.command(
+ methods=["GET"],
+ widget_config={
+ "description": "Descriptions for all IMF dataflows.",
+ "params": [
+ {
+ "paramName": "output_format",
+ "label": "Output Format",
+ "value": "markdown",
+ "description": "Output format: 'json' or 'markdown'.",
+ "show": False,
+ }
+ ],
+ "type": "markdown",
+ "data": {"dataKey": "results"},
+ "gridData": {"w": 40, "h": 15},
+ "refetchInterval": False,
+ "name": "IMF Dataflows",
+ "source": ["IMF"],
+ "category": "IMF Utilities",
+ "subCategory": "Metadata",
+ },
+ examples=[
+ APIEx(
+ description="Lists all known dataflows available from the IMF in JSON format.",
+ parameters={"output_format": "json"},
+ ),
+ APIEx(
+ description="Return the content as a markdown-formatted summary instead of a JSON table.",
+ parameters={"output_format": "markdown"},
+ ),
+ PythonEx(
+ description="Lists all known dataflows available from the IMF.",
+ code=[
+ "imf_dataflows = obb.imf.utils.list_dataflows()",
+ "print(imf_dataflows)",
+ ],
+ ),
+ ],
+)
+async def list_dataflows(
+ output_format: Literal["json", "markdown"] = "json",
+) -> OBBject:
+ """List all available IMF dataflows.
+
+ Returns an OBBject containing either a JSON dictionary of dataflows
+ or a markdown string under the 'results' attribute.
+ """
+ metadata = ImfMetadata()
+ dataflows = metadata.dataflows
+
+ if output_format == "markdown":
+ all_tables = metadata.list_all_dataflow_tables()
+ md_text = ""
+
+ for dataflow_id in sorted(dataflows.keys()):
+ details = dataflows[dataflow_id]
+ indicators = metadata.get_indicators_in(dataflow_id)
+ params = metadata.get_dataflow_parameters(dataflow_id)
+ md_text += f"## `{dataflow_id}` - {details.get('name', '')}\n\n"
+
+ if indicators:
+ md_text += f"**Number of Series:** {len(indicators)}\n\n"
+
+ if params:
+ escaped_params = [f"`{param}`" for param in list(params)]
+ md_text += f"**Dimensions:** {', '.join(escaped_params)}\n\n"
+
+ presentations = all_tables.get(dataflow_id, [])
+
+ if presentations:
+ md_text += "### Presentation Tables\n\n"
+ seen_names: set[str] = set()
+
+ for pres in presentations:
+ pres_name = pres.get("name", "").strip()
+
+ if pres_name in seen_names:
+ continue
+
+ seen_names.add(pres_name)
+
+ pres_id = pres.get("id", "")
+ pres_desc = pres.get("description", "").strip()
+ friendly_name = pres.get("friendly_name", "")
+ symbol = f"{dataflow_id}::{pres_id}"
+ md_text += f"#### {pres_name}\n\n"
+
+ if friendly_name:
+ md_text += f"**Friendly Name:** `{friendly_name}`\n\n"
+
+ md_text += f"**Symbol:** `{symbol}`\n\n"
+
+ if pres_desc and pres_desc != pres_name:
+ md_text += f"{pres_desc}\n\n"
+
+ md_text += f"{details.get('description', '').strip()}\n\n"
+ md_text += "---\n\n"
+
+ return OBBject(results=md_text)
+
+ return OBBject(results=dataflows)
+
+
+@router.command(
+ methods=["GET"],
+ widget_config={
+ "name": "IMF Dataflow Parameters",
+ "type": "markdown",
+ "params": [
+ {
+ "paramName": "dataflow_id",
+ "label": "Dataflow",
+ "value": "CPI",
+ "description": "The IMF dataflow to display.",
+ "type": "endpoint",
+ "optionsEndpoint": f"{api_prefix}/imf_utils/list_dataflow_choices",
+ "style": {"popupWidth": 700},
+ },
+ {
+ "paramName": "output_format",
+ "value": "markdown",
+ "show": False,
+ },
+ ],
+ "source": ["IMF"],
+ "category": "IMF Utilities",
+ "subCategory": "Metadata",
+ },
+ examples=[
+ PythonEx(
+ description="Get parameters for the 'CPI' dataflow.",
+ code=[
+ "imf_params = obb.imf.utils.get_dataflow_dimensions('CPI')",
+ "print(imf_params.results)",
+ ],
+ ),
+ APIEx(
+ description="Get parameters for the 'GFS_BS' dataflow in markdown format.",
+ parameters={"dataflow_id": "GFS_BS", "output_format": "markdown"},
+ ),
+ APIEx(
+ description="Get parameters for the 'IL' dataflow in JSON format.",
+ parameters={"dataflow_id": "IL", "output_format": "json"},
+ ),
+ ],
+)
+async def get_dataflow_dimensions(
+ dataflow_id: Annotated[
+ str,
+ Query(
+ title="Dataflow",
+ description="The IMF dataflow ID. Use `list_dataflows()` to see available dataflows.",
+ ),
+ ],
+ output_format: Literal["json", "markdown"] = "json",
+) -> OBBject:
+ """Dataflow parameters and possible values.
+
+ Returns an OBBject containing either a JSON dictionary of parameters
+ and their options, or a markdown string under the 'results' attribute.
+ """
+ metadata = ImfMetadata()
+ params_str = ""
+
+ try:
+ parameters = metadata.get_dataflow_parameters(dataflow_id)
+ except ValueError as e:
+ raise e from e
+
+ if output_format == "json":
+ return OBBject(results=parameters)
+
+ for dim, options in parameters.items():
+ params_str += f"### `{dim}`\n\n"
+ for option in options:
+ params_str += f"- `{option.get('value', '')}` : {option.get('label')}\n\n"
+ params_str += "---\n\n"
+
+ return OBBject(results=params_str)
+
+
+@router.command(
+ methods=["GET"],
+ widget_config={"exclude": True},
+ examples=[
+ APIEx(
+ description="Get port ID choices for IMF Port Watch.",
+ parameters={},
+ )
+ ],
+)
+async def list_port_id_choices() -> list[dict[str, str]]:
+ """
+ Get port ID choices for IMF Port Watch.
+
+ Returns
+ -------
+ list[dict[str, str]]
+ A list of dictionaries with 'label' and 'value' for each port ID.
+ """
+ # pylint: disable=import-outside-toplevel
+ from openbb_imf.utils.port_watch_helpers import get_port_id_choices
+
+ choices = get_port_id_choices()
+ return choices
+
+
+@router.command(
+ methods=["GET"],
+ examples=[
+ APIEx(
+ description="Get the list of available presentation tables.",
+ parameters={},
+ )
+ ],
+ widget_config={
+ "name": "IMF Presentation Tables List",
+ "description": "Presentation tables from the IMF database.",
+ "params": [
+ {
+ "paramName": "symbol",
+ "label": "Table Symbol",
+ "value": None,
+ "description": "Dummy parameter to allow grouping in the UI.",
+ "type": "text",
+ "show": False,
+ }
+ ],
+ "refetchInterval": False,
+ "source": ["IMF"],
+ "category": "IMF Utilities",
+ "subCategory": "Metadata",
+ },
+)
+async def list_tables() -> OBBject[list[ImfTableMetadata]]:
+ """Get the list of presentation tables available from the IMF."""
+ metadata = ImfMetadata()
+ tables: list[ImfTableMetadata] = []
+ dataflows = metadata.list_all_dataflow_tables()
+
+ for dataflow_id, presentations in dataflows.items():
+ for pres in presentations:
+ table_id = pres.get("id", "")
+ unique_key = f"{dataflow_id}::{table_id}"
+
+ table: dict = {}
+ table["name"] = pres.get("name", "")
+ table["description"] = pres.get("description", "").strip()
+ table["symbol"] = unique_key
+ table["agency_id"] = pres.get("agency_id", "")
+ table["dataflow_id"] = dataflow_id
+ table["codelist_id"] = pres.get("codelist_id", "")
+ tables.append(ImfTableMetadata(**table))
+
+ return OBBject(results=tables)
+
+
+@router.command(
+ methods=["GET"],
+ widget_config={"exclude": True},
+ examples=[
+ APIEx(
+ description="Get presentation table choices for IMF data retrieval.",
+ parameters={},
+ ),
+ ],
+)
+async def list_table_choices() -> list[dict[str, str]]:
+ """Get presentation table choices for IMF data retrieval.
+
+ Returns
+ -------
+ list[dict[str, str]]
+ A list of dictionaries with 'label' and 'value' for each presentation table.
+ """
+ metadata = ImfMetadata()
+ table_choices = metadata.list_all_dataflow_tables()
+ choices: list[dict[str, str]] = []
+ for dataflow_id, presentations in table_choices.items():
+ for pres in presentations:
+ table_id = pres.get("id", "")
+ unique_key = f"{dataflow_id}::{table_id}"
+ choices.append(
+ {
+ "label": pres.get("name", ""),
+ "value": unique_key,
+ }
+ )
+
+ return choices
+
+
+@router.command(
+ methods=["GET"],
+ widget_config={"exclude": True},
+ examples=[
+ APIEx(
+ description="Get dataflow choices for IMF data retrieval.",
+ parameters={},
+ )
+ ],
+)
+async def list_dataflow_choices() -> list[dict[str, str]]:
+ """Get dataflow choices for IMF data retrieval.
+
+ Returns
+ -------
+ list[dict[str, str]]
+ A list of dictionaries with 'label' and 'value' for each presentation table.
+ """
+ metadata = ImfMetadata()
+ dataflows = metadata.dataflows
+ choices: list[dict[str, str]] = []
+ for dataflow_id, details in dataflows.items():
+ choices.append(
+ {
+ "label": details.get("name", ""),
+ "value": dataflow_id,
+ }
+ )
+
+ return sorted(choices, key=lambda x: x["label"])
+
+
+@router.command(
+ methods=["GET"],
+ widget_config={"exclude": True},
+ examples=[
+ APIEx(
+ description="Get the dataflow group choices.",
+ parameters={},
+ ),
+ APIEx(
+ description="Get table choices for the 'cpi' dataflow group.",
+ parameters={
+ "dataflow_group": "cpi",
+ },
+ ),
+ APIEx(
+ description="Get country choices for the 'cpi' dataflow group and 'cpi' table.",
+ parameters={
+ "dataflow_group": "cpi",
+ "table": "cpi",
+ },
+ ),
+ APIEx(
+ description="Get frequency choices for the 'cpi' dataflow group, 'cpi' table, and 'JPN' country.",
+ parameters={
+ "dataflow_group": "cpi",
+ "table": "cpi",
+ "country": "JPN",
+ },
+ ),
+ ],
+)
+async def presentation_table_choices(
+ dataflow_group: str | None = None,
+ table: str | None = None,
+ country: str | None = None,
+ frequency: str | None = None,
+) -> list[dict[str, str]]:
+ """Get presentation table choices for IMF data retrieval.
+
+ This endpoint provides dynamic choices for IMF presentation tables based on selected parameters.
+ It is intended to be used by the OpenBB Workspace UI to populate dropdowns.
+
+ For manual API calls, use `economy/indicators` instead with a `symbol` from `list_tables()`.
+
+ Parameters
+ ----------
+ dataflow_group : str | None
+ The IMF dataflow group. Show all groups if None.
+ table : str | None
+ The IMF presentation table ID. Enter a dataflow_group to see table choices.
+ country : str | None
+ Enter a dataflow_group and table to see country choices.
+ frequency : str | None
+ Enter a dataflow_group, table, and country to see frequency choices.
+
+ Returns
+ -------
+ list[dict[str, str]]
+ A list of dictionaries with 'label' and 'value' for each presentation table.
+ """
+ # pylint: disable=import-outside-toplevel
+ from openbb_imf.utils.progressive_helper import ImfParamsBuilder
+
+ choices: list[dict[str, str]] = []
+
+ if dataflow_group is None:
+ return table_dataflow_choices
+
+ metadata = ImfMetadata()
+
+ if dataflow_group is not None and table is None:
+
+ table_names = table_dataflow_map.get(dataflow_group, [])
+
+ for t in table_names:
+ choices.append(
+ {
+ "label": table_name_map.get(t, t),
+ "value": t,
+ }
+ )
+
+ return choices
+
+ if dataflow_group is not None and table is not None and country is None:
+ table_id = PRESENTATION_TABLES.get(table, "")
+ dataflow_id = table_id.split("::")[0]
+ params = metadata.get_dataflow_parameters(dataflow_id)
+ country_dim = (
+ "COUNTRY"
+ if "COUNTRY" in params
+ else "JURISDICTION" if "JURISDICTION" in params else "REF_AREA"
+ )
+ countries = params.get(country_dim, [])
+
+ return sorted(countries, key=lambda x: x["label"])
+
+ if dataflow_group is not None and table is not None and country is not None:
+ table_id = PRESENTATION_TABLES.get(table, "")
+ dataflow_id = table_id.split("::")[0]
+ hierarchy_id = table_id.split("::", 1)[1] if "::" in table_id else None
+ params = metadata.get_dataflow_parameters(dataflow_id)
+ country_dim = "COUNTRY" if "COUNTRY" in params else "REF_AREA"
+ freq_dim = "FREQUENCY" if "FREQUENCY" in params else "FREQ"
+
+ # Get table structure and extract dimension codes (same as table_builder.get_table)
+ table_structure = metadata.get_dataflow_table_structure(
+ dataflow_id, hierarchy_id
+ )
+ dimension_codes: dict[str, list[str]] = {}
+ for entry in table_structure.get("indicators", []):
+ indicator_code = entry.get("indicator_code")
+ dimension_id = entry.get("dimension_id")
+ if indicator_code and dimension_id:
+ if dimension_id not in dimension_codes:
+ dimension_codes[dimension_id] = []
+ if indicator_code not in dimension_codes[dimension_id]:
+ dimension_codes[dimension_id].append(indicator_code)
+
+ pb = ImfParamsBuilder(dataflow_id=dataflow_id)
+ dims_in_order = pb._get_dimensions_in_order()
+
+ # Set dimensions in order, using table's indicator codes
+ for dim_id in dims_in_order:
+ if dim_id in dimension_codes:
+ codes = dimension_codes[dim_id]
+ joined = "+".join(codes)
+ if len(joined) > 800:
+ # Truncate to avoid URL length issues
+ joined = "+".join(codes[:20])
+ if len(joined) > 800:
+ joined = "*"
+ pb.set_dimension((dim_id, joined))
+ elif dim_id == country_dim:
+ pb.set_dimension((dim_id, str(country).replace(",", "+")))
+
+ options = pb.get_options_for_dimension(freq_dim) if freq_dim else []
+
+ return options
+
+ if (
+ dataflow_group is not None
+ and table is not None
+ and country is not None
+ and frequency is not None
+ ):
+ table_id = PRESENTATION_TABLES.get(table, "")
+ dataflow_id = table_id.split("::")[0]
+ hierarchy_id = table_id.split("::", 1)[1] if "::" in table_id else None
+ params = metadata.get_dataflow_parameters(dataflow_id)
+ country_dim = "COUNTRY" if "COUNTRY" in params else "REF_AREA"
+ freq_dim = "FREQUENCY" if "FREQUENCY" in params else "FREQ"
+
+ # Get table structure and extract dimension codes (same as table_builder.get_table)
+ table_structure = metadata.get_dataflow_table_structure(
+ dataflow_id, hierarchy_id
+ )
+ dimension_codes = {}
+ for entry in table_structure.get("indicators", []):
+ indicator_code = entry.get("indicator_code")
+ dimension_id = entry.get("dimension_id")
+ if indicator_code and dimension_id:
+ if dimension_id not in dimension_codes:
+ dimension_codes[dimension_id] = []
+ if indicator_code not in dimension_codes[dimension_id]:
+ dimension_codes[dimension_id].append(indicator_code)
+
+ pb = ImfParamsBuilder(dataflow_id=dataflow_id)
+ dims_in_order = pb._get_dimensions_in_order()
+
+ # Set dimensions in order, using table's indicator codes
+ for dim_id in dims_in_order:
+ if dim_id in dimension_codes:
+ codes = dimension_codes[dim_id]
+ joined = "+".join(codes)
+ if len(joined) > 800:
+ joined = "+".join(codes[:20])
+ if len(joined) > 800:
+ joined = "*"
+ pb.set_dimension((dim_id, joined))
+ elif dim_id == country_dim:
+ pb.set_dimension((dim_id, str(country).replace(",", "+")))
+ elif dim_id == freq_dim:
+ pb.set_dimension((dim_id, frequency))
+
+ transform_dim = (
+ "TYPE_OF_TRANSFORMATION" if "TYPE_OF_TRANSFORMATION" in params else None
+ )
+ options = pb.get_options_for_dimension(transform_dim) if transform_dim else []
+
+ return options
+
+ return choices
+
+
+@router.command(
+ methods=["GET"],
+ widget_config={
+ "title": "IMF Presentation Table",
+ "type": "html",
+ "params": [
+ {
+ "paramName": "dataflow_group",
+ "label": "Dataflow",
+ "value": None,
+ "type": "endpoint",
+ "optionsEndpoint": f"{api_prefix}/imf_utils/presentation_table_choices",
+ "description": "The IMF dataflow group.",
+ },
+ {
+ "paramName": "table",
+ "label": "Table",
+ "type": "endpoint",
+ "optionsEndpoint": f"{api_prefix}/imf_utils/presentation_table_choices",
+ "optionsParams": {
+ "dataflow_group": "$dataflow_group",
+ },
+ "description": "The IMF presentation table.",
+ },
+ {
+ "paramName": "country",
+ "label": "Country",
+ "description": "Country or region for the table.",
+ "type": "endpoint",
+ "multiSelect": True,
+ "optionsEndpoint": f"{api_prefix}/imf_utils/presentation_table_choices",
+ "optionsParams": {
+ "dataflow_group": "$dataflow_group",
+ "table": "$table",
+ "dimension_values": "$dimension_values",
+ },
+ },
+ {
+ "paramName": "frequency",
+ "label": "Frequency",
+ "type": "endpoint",
+ "optionsEndpoint": f"{api_prefix}/imf_utils/presentation_table_choices",
+ "optionsParams": {
+ "dataflow_group": "$dataflow_group",
+ "table": "$table",
+ "country": "$country",
+ "dimension_values": "$dimension_values",
+ },
+ "description": "The data frequency.",
+ },
+ {
+ "paramName": "dimension_values",
+ "label": "Dimension Values",
+ "type": "text",
+ "value": None,
+ "description": "Dimension selection for filtering. Format: 'DIM_ID1:VAL1+VAL2.'",
+ "multiple": True,
+ "multiSelect": False,
+ },
+ {
+ "paramName": "limit",
+ "label": "Limit",
+ "value": 3,
+ "description": "Most recent N records to retrieve per series.",
+ "type": "number",
+ },
+ {
+ "paramName": "raw",
+ "show": False,
+ },
+ ],
+ "raw": True,
+ "refetchInterval": False,
+ "name": "IMF Presentation Table",
+ "description": "Presentation tables from the IMF database.",
+ "source": ["IMF"],
+ "category": "IMF Utilities",
+ "subCategory": "Presentation Tables",
+ },
+ examples=[
+ APIEx(
+ description="Get the most recent Balance of Payments table for Japan.",
+ parameters={
+ "dataflow_group": "bop",
+ "table": "bop_standard",
+ "country": "JPN",
+ "frequency": "Q",
+ "limit": 4,
+ },
+ )
+ ],
+)
+async def presentation_table(
+ dataflow_group: Annotated[
+ str | None,
+ Query(
+ title="Dataflow Group",
+ description="The IMF dataflow group."
+ + " See presentation_table_choices() for options.",
+ ),
+ ] = None,
+ table: Annotated[
+ str | None,
+ Query(
+ title="Table",
+ description="The IMF presentation table ID."
+ + " See presentation_table_choices() for options.",
+ ),
+ ] = None,
+ country: Annotated[
+ str | None,
+ Query(
+ title="Country",
+ description="Country code to filter the data."
+ + " Enter multiple codes by joining on '+'. See presentation_table_choices() for options."
+ + " Typical values are ISO3 country codes.",
+ ),
+ ] = None,
+ frequency: Annotated[
+ str | None,
+ Query(
+ title="Frequency",
+ description="The data frequency. See presentation_table_choices() for options."
+ + " Typical values are 'A' (annual), 'Q' (quarter), 'M' (month), or 'D' (day).",
+ ),
+ ] = None,
+ dimension_values: Annotated[
+ list[str] | str | None,
+ Query(
+ title="Dimension Values",
+ description="Dimension selection for filtering. Format: 'DIM_ID1:VAL1+VAL2.'"
+ + " See presentation_table_choices() and list_dataflow_choices() for available dimensions and values.",
+ ),
+ ] = None,
+ limit: Annotated[
+ int,
+ Query(
+ title="Limit",
+ description="Maximum number of records to retrieve per series.",
+ ),
+ ] = 1,
+ raw: Annotated[
+ bool,
+ Query(
+ title="Raw Output",
+ description="Return presentation table as raw JSON data if True.",
+ ),
+ ] = False,
+) -> Any:
+ """Get a formatted presentation table from the IMF database. Returns as HTML or JSON list."""
+ # pylint: disable=import-outside-toplevel
+ import html as html_module
+
+ from openbb_imf.models.economic_indicators import ImfEconomicIndicatorsFetcher
+ from pandas import DataFrame
+
+ if dataflow_group is None or table is None:
+ raise OpenBBError(ValueError("Please enter a dataflow group and a table."))
+
+ if country is None or frequency is None:
+ raise OpenBBError(ValueError("Please enter a country and frequency."))
+
+ freq_map = {"A": "annual", "Q": "quarter", "M": "month", "D": "day"}
+ symbol = PRESENTATION_TABLES.get(table, "")
+ params = {
+ "symbol": symbol,
+ "country": country,
+ "limit": limit,
+ "frequency": freq_map.get(frequency, frequency),
+ "dimension_values": dimension_values,
+ "pivot": True,
+ }
+ results = await ImfEconomicIndicatorsFetcher.fetch_data(params, {})
+ results_json = [d.model_dump(mode="json", exclude_none=True) for d in results.result] # type: ignore
+
+ if raw is True:
+ return results_json
+
+ df = DataFrame(results_json).set_index(["title", "country"]).reset_index()
+ # Preserve leading whitespace by replacing double spaces with non-breaking spaces
+ df["title"] = df["title"].apply(
+ lambda x: x.replace(" ", "\u00a0\u00a0") if isinstance(x, str) else x
+ )
+
+ columns = df.columns.tolist()
+ header_cells = "".join(
+ f"| {html_module.escape(str(col))} | " for col in columns
+ )
+
+ def format_number(value):
+ """Format large numbers with K, M, B suffixes for readability."""
+ if isinstance(value, (int, float)):
+ abs_value = abs(value)
+ if abs_value >= 1_000_000_000:
+ return f"{value / 1_000_000_000:.2f}".rstrip("0").rstrip(".") + "B"
+ if abs_value >= 1_000_000:
+ return f"{value / 1_000_000:.2f}".rstrip("0").rstrip(".") + "M"
+ if abs_value >= 1_000:
+ return f"{value / 1_000:.2f}".rstrip("0").rstrip(".") + "K"
+ if isinstance(value, float):
+ return f"{value:.2f}".rstrip("0").rstrip(".")
+ return str(value)
+ return str(value)
+
+ # Build body rows
+ body_rows = ""
+ for _, row in df.iterrows():
+ cells = "".join(
+ f"{html_module.escape(format_number(row[col]))} | " for col in columns
+ )
+ body_rows += f"{cells}
"
+
+ interactive_html = f"""
+
+
+
+
+ IMF Presentation Table
+
+
+
+
+
+
+ {header_cells}
+ {body_rows}
+
+