Merge branch 'develop' into feature/charting-obbject

openbb_platform/core/openbb_core/app/provider_interface.py

@@ -245,6 +245,7 @@ class ProviderInterface(metaclass=SingletonMeta):
                 title=provider_name,
                 description=description,
                 alias=field.alias or None,
+                json_schema_extra=field.json_schema_extra,
             )
         elif provider_name:
             default: FieldInfo = Field(
@@ -257,6 +258,7 @@ class ProviderInterface(metaclass=SingletonMeta):
                 )
                 if alias_dict.get(name, [])
                 else None,
+                json_schema_extra=field.json_schema_extra,
             )
 
         return DataclassField(new_name, type_, default)
@@ -479,6 +481,7 @@ class ProviderInterface(metaclass=SingletonMeta):
             fields.update(extra.model_fields)
 
             fields_dict: Dict[str, Tuple[Any, Any]] = {}
+
             for name, field in fields.items():
                 fields_dict[name] = (
                     field.annotation,
@@ -488,6 +491,7 @@ class ProviderInterface(metaclass=SingletonMeta):
                         description=field.description,
                         alias=field.alias,
                         validation_alias=field.validation_alias,
+                        json_schema_extra=field.json_schema_extra,
                     ),
                 )
 

openbb_platform/core/openbb_core/provider/standard_models/equity_quote.py

@@ -18,7 +18,7 @@ class EquityQuoteQueryParams(QueryParams):
 
     symbol: str = Field(
         description=QUERY_DESCRIPTIONS.get("symbol", "")
-        + " In this case, the comma separated list of symbols."
+        + " This endpoint will accept multiple symbols separated by commas."
     )
 
     @field_validator("symbol", mode="before", check_fields=False)
@@ -33,14 +33,125 @@ class EquityQuoteQueryParams(QueryParams):
 class EquityQuoteData(Data):
     """Equity Quote Data."""
 
-    day_low: Optional[float] = Field(
+    symbol: str = Field(description=DATA_DESCRIPTIONS.get("symbol", ""))
+    asset_type: Optional[str] = Field(
+        default=None, description="Type of asset - i.e, stock, ETF, etc."
+    )
+    name: Optional[str] = Field(
+        default=None, description="Name of the company or asset."
+    )
+    exchange: Optional[str] = Field(
         default=None,
-        description="Lowest price of the stock in the current trading day.",
+        description="The name or symbol of the venue where the data is from.",
     )
-    day_high: Optional[float] = Field(
+    bid: Optional[float] = Field(
+        default=None, description="Price of the top bid order."
+    )
+    bid_size: Optional[int] = Field(
         default=None,
-        description="Highest price of the stock in the current trading day.",
+        description="This represents the number of round lot orders at the given price."
+        + " The normal round lot size is 100 shares."
+        + " A size of 2 means there are 200 shares available at the given price.",
     )
-    date: Optional[datetime] = Field(
-        description=DATA_DESCRIPTIONS.get("date", ""), default=None
+    bid_exchange: Optional[str] = Field(
+        default=None,
+        description="The specific trading venue where the purchase order was placed.",
+    )
+    ask: Optional[float] = Field(
+        default=None, description="Price of the top ask order."
+    )
+    ask_size: Optional[int] = Field(
+        default=None,
+        description="This represents the number of round lot orders at the given price."
+        + " The normal round lot size is 100 shares."
+        + " A size of 2 means there are 200 shares available at the given price.",
+    )
+    ask_exchange: Optional[str] = Field(
+        default=None,
+        description="The specific trading venue where the sale order was placed.",
+    )
+    quote_conditions: Optional[Union[str, int, List[str], List[int]]] = Field(
+        default=None,
+        description="Conditions or condition codes applicable to the quote.",
+    )
+    quote_indicators: Optional[Union[str, int, List[str], List[int]]] = Field(
+        default=None,
+        description="Indicators or indicator codes applicable to the participant"
+        + " quote related to the price bands for the issue, or the affect the quote has"
+        + " on the NBBO.",
+    )
+    sales_conditions: Optional[Union[str, int, List[str], List[int]]] = Field(
+        default=None,
+        description="Conditions or condition codes applicable to the sale.",
+    )
+    sequence_number: Optional[int] = Field(
+        default=None,
+        description="The sequence number represents the sequence in which message events happened."
+        + " These are increasing and unique per ticker symbol,"
+        + " but will not always be sequential (e.g., 1, 2, 6, 9, 10, 11).",
+    )
+    market_center: Optional[str] = Field(
+        default=None,
+        description="The ID of the UTP participant that originated the message.",
+    )
+    participant_timestamp: Optional[datetime] = Field(
+        default=None,
+        description="Timestamp for when the quote was generated by the exchange.",
+    )
+    trf_timestamp: Optional[datetime] = Field(
+        default=None,
+        description="Timestamp for when the TRF (Trade Reporting Facility) received the message.",
+    )
+    sip_timestamp: Optional[datetime] = Field(
+        default=None,
+        description="Timestamp for when the SIP (Security Information Processor)"
+        + " received the message from the exchange.",
+    )
+    last_price: Optional[float] = Field(
+        default=None, description="Price of the last trade."
+    )
+    last_tick: Optional[str] = Field(
+        default=None, description="Whether the last sale was an up or down tick."
+    )
+    last_size: Optional[int] = Field(
+        default=None, description="Size of the last trade."
+    )
+    last_timestamp: Optional[datetime] = Field(
+        default=None, description="Date and Time when the last price was recorded."
+    )
+    open: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("open", "")
+    )
+    high: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("high", "")
+    )
+    low: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("low", "")
+    )
+    close: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("close", "")
+    )
+    volume: Optional[Union[int, float]] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("volume", "")
+    )
+    exchange_volume: Optional[Union[int, float]] = Field(
+        default=None,
+        description="Volume of shares exchanged during the trading day on the specific exchange.",
+    )
+    prev_close: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("prev_close", "")
+    )
+    change: Optional[float] = Field(
+        default=None, description="Change in price from previous close."
+    )
+    change_percent: Optional[float] = Field(
+        default=None,
+        description="Change in price as a normalized percentage.",
+        json_schema_extra={"x-frontendmultiply": 100},
+    )
+    year_high: Optional[float] = Field(
+        default=None, description="The one year high (52W High)."
+    )
+    year_low: Optional[float] = Field(
+        default=None, description="The one year low (52W Low)."
     )

openbb_platform/core/openbb_core/provider/standard_models/revenue_business_line.py

@@ -1,18 +1,19 @@
 """Revenue by Business Line Standard Model."""
 
-
+import warnings
 from datetime import date as dateType
-from typing import Dict, List, Literal, Set, Union
+from typing import Dict, Literal, Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data, ForceInt
 from openbb_core.provider.abstract.query_params import QueryParams
 from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
     QUERY_DESCRIPTIONS,
 )
 
+_warn = warnings.warn
+
 
 class RevenueBusinessLineQueryParams(QueryParams):
     """Revenue by Business Line Query."""
@@ -26,17 +27,29 @@ class RevenueBusinessLineQueryParams(QueryParams):
     )  # should always be flat
 
     @field_validator("symbol", mode="before", check_fields=False)
-    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
+    @classmethod
+    def upper_symbol(cls, v: str):
         """Convert symbol to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)])
+        if "," in v:
+            _warn(
+                f"{QUERY_DESCRIPTIONS.get('symbol_list_warning', '')} {v.split(',')[0].upper()}"
+            )
+        return v.split(",")[0].upper() if "," in v else v.upper()
 
 
 class RevenueBusinessLineData(Data):
     """Revenue by Business Line Data."""
 
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
-    business_line: Dict[str, ForceInt] = Field(
-        description="Day level data containing the revenue of the business line."
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        default=None, description="The fiscal period of the reporting period."
+    )
+    fiscal_year: Optional[int] = Field(
+        default=None, description="The fiscal year of the reporting period."
+    )
+    filing_date: Optional[dateType] = Field(
+        default=None, description="The filing date of the report."
+    )
+    business_line: Dict[str, ForceInt] = Field(
+        description="Dictionary containing the revenue of the business line."
     )

openbb_platform/core/openbb_core/provider/standard_models/revenue_geographic.py

@@ -1,18 +1,19 @@
 """Revenue by Geographic Segments Standard Model."""
 
-
+import warnings
 from datetime import date as dateType
-from typing import Dict, List, Literal, Optional, Set, Union
+from typing import Dict, Literal, Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data, ForceInt
 from openbb_core.provider.abstract.query_params import QueryParams
 from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
     QUERY_DESCRIPTIONS,
 )
 
+_warn = warnings.warn
+
 
 class RevenueGeographicQueryParams(QueryParams):
     """Revenue by Geographic Segments Query."""
@@ -27,32 +28,28 @@ class RevenueGeographicQueryParams(QueryParams):
 
     @field_validator("symbol", mode="before", check_fields=False)
     @classmethod
-    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
+    def upper_symbol(cls, v: str):
         """Convert symbol to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)])
+        if "," in v:
+            _warn(
+                f"{QUERY_DESCRIPTIONS.get('symbol_list_warning', '')} {v.split(',')[0].upper()}"
+            )
+        return v.split(",")[0].upper() if "," in v else v.upper()
 
 
 class RevenueGeographicData(Data):
     """Revenue by Geographic Segments Data."""
 
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        default=None, description="The fiscal period of the reporting period."
+    )
+    fiscal_year: Optional[int] = Field(
+        default=None, description="The fiscal year of the reporting period."
+    )
+    filing_date: Optional[dateType] = Field(
+        default=None, description="The filing date of the report."
+    )
     geographic_segment: Dict[str, ForceInt] = Field(
-        description="Day level data containing the revenue of the geographic segment."
-    )
-    americas: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the American segment."
-    )
-    europe: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the European segment."
-    )
-    greater_china: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Greater China segment."
-    )
-    japan: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Japan segment."
-    )
-    rest_of_asia_pacific: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Rest of Asia Pacific segment."
+        description="Dictionary of the revenue by geographic segment."
     )

openbb_platform/core/openbb_core/provider/standard_models/trailing_dividend_yield.py

@@ -2,6 +2,7 @@
 
 
 from datetime import date as dateType
+from typing import Optional
 
 from pydantic import Field
 
@@ -17,6 +18,11 @@ class TrailingDivYieldQueryParams(QueryParams):
     """Trailing Dividend Yield Query."""
 
     symbol: str = Field(default=None, description=QUERY_DESCRIPTIONS.get("symbol", ""))
+    limit: Optional[int] = Field(
+        default=252,
+        description=f"{QUERY_DESCRIPTIONS.get('limit', '')}"
+        " Default is 252, the number of trading days in a year.",
+    )
 
 
 class TrailingDivYieldData(Data):

openbb_platform/extensions/equity/integration/test_equity_api.py

@@ -1102,7 +1102,9 @@ def test_equity_price_quote(params, headers):
     "params",
     [
         ({"symbol": "AAPL", "provider": "cboe"}),
-        ({"provider": "intrinio", "symbol": "AAPL"}),
+        ({"symbol": "MSFT", "provider": "intrinio"}),
+        ({"symbol": "AAPL,MSFT", "provider": "cboe"}),
+        ({"symbol": "AAPL,MSFT", "provider": "intrinio"}),
     ],
 )
 @pytest.mark.integration
@@ -1442,7 +1444,7 @@ def test_equity_fundamental_historical_eps(params, headers):
 
 @parametrize(
     "params",
-    [({"provider": "tiingo", "symbol": "AAPL"})],
+    [({"provider": "tiingo", "symbol": "AAPL", "limit": 10})],
 )
 @pytest.mark.integration
 def test_equity_fundamental_trailing_dividend_yield(params, headers):

openbb_platform/extensions/equity/integration/test_equity_python.py

@@ -1049,7 +1049,9 @@ def test_equity_price_quote(params, obb):
     "params",
     [
         ({"symbol": "AAPL", "provider": "cboe"}),
-        ({"provider": "intrinio", "symbol": "AAPL"}),
+        ({"symbol": "MSFT", "provider": "intrinio"}),
+        ({"symbol": "AAPL,MSFT", "provider": "cboe"}),
+        ({"symbol": "AAPL,MSFT", "provider": "intrinio"}),
     ],
 )
 @pytest.mark.integration
@@ -1361,7 +1363,7 @@ def test_equity_fundamental_historical_eps(params, obb):
 
 @parametrize(
     "params",
-    [({"provider": "tiingo", "symbol": "AAPL"})],
+    [({"provider": "tiingo", "symbol": "AAPL", "limit": 10})],
 )
 @pytest.mark.integration
 def test_equity_fundamental_trailing_dividend_yield(params, obb):

openbb_platform/openbb/package/equity.py

@@ -241,7 +241,7 @@ class ROUTER_equity(Container):
         Returns
         -------
         OBBject
-            results : EquityInfo
+            results : List[EquityInfo]
                 Serializable results.
             provider : Optional[Literal['intrinio']]
                 Provider name.

openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/models/equity_historical.py

@@ -5,7 +5,12 @@ from datetime import datetime
 from typing import Any, Dict, List, Literal, Optional
 
 from dateutil.relativedelta import relativedelta
-from openbb_alpha_vantage.utils.helpers import extract_key_name, get_data, get_interval
+from openbb_alpha_vantage.utils.helpers import (
+    extract_key_name,
+    filter_by_dates,
+    get_data,
+    get_interval,
+)
 from openbb_core.provider.abstract.fetcher import Fetcher
 from openbb_core.provider.standard_models.equity_historical import (
     EquityHistoricalData,
@@ -171,6 +176,7 @@ class AVEquityHistoricalFetcher(
 
         return data[dynamic_key]
 
+    # pylint: disable=unused-argument
     @staticmethod
     def transform_data(
         query: AVEquityHistoricalQueryParams, data: Dict, **kwargs: Any
@@ -180,5 +186,6 @@ class AVEquityHistoricalFetcher(
             {"date": date, **{extract_key_name(k): v for k, v in values.items()}}
             for date, values in data.items()
         ]
+        data = filter_by_dates(data, query.start_date, query.end_date)
 
         return [AVEquityHistoricalData.model_validate(d) for d in data]

openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/utils/helpers.py

@@ -2,8 +2,9 @@
 
 import json
 import re
+from datetime import datetime
 from io import StringIO
-from typing import Any, List, Optional, TypeVar, Union
+from typing import Any, Dict, List, Optional, TypeVar, Union
 
 import requests
 from openbb_core.provider import helpers
@@ -149,7 +150,6 @@ def get_data_one(url: str, **kwargs: Any) -> dict:
 
 def get_interval(value: str) -> str:
     """Get the intervals for the Alpha Vantage API."""
-
     intervals = {
         "m": "min",
         "d": "day",
@@ -164,3 +164,17 @@ def extract_key_name(key):
     """Extract the alphabetical part of the key using regex."""
     match = re.search(r"\d+\.\s+([a-z]+)", key, re.I)
     return match.group(1) if match else key
+
+
+def filter_by_dates(
+    data: List[Dict[str, Any]], start_date: datetime, end_date: datetime
+) -> List[Dict[str, Any]]:
+    """Filter the data by start and end dates."""
+    return list(
+        filter(
+            lambda x: start_date
+            <= datetime.strptime(x["date"], "%Y-%m-%d").date()
+            <= end_date,
+            data,
+        )
+    )

openbb_platform/providers/fmp/openbb_fmp/models/currency_historical.py

@@ -100,4 +100,12 @@ class FMPCurrencyHistoricalFetcher(
         query: FMPCurrencyHistoricalQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPCurrencyHistoricalData]:
         """Return the transformed data."""
+        # pylint: disable=unused-argument
+        data = [
+            d
+            for d in data
+            if d.get("vwap") != 0
+            and d.get("change") != 0
+            and d.get("changeOverTime") != 0
+        ]
         return [FMPCurrencyHistoricalData.model_validate(d) for d in data]

openbb_platform/providers/fmp/openbb_fmp/models/equity_quote.py

@@ -1,7 +1,7 @@
 """FMP Equity Quote Model."""
 
-from datetime import datetime
-from typing import Any, Dict, List, Optional
+from datetime import datetime, timezone
+from typing import Any, Dict, List, Optional, Union
 
 from openbb_core.provider.abstract.data import ForceInt
 from openbb_core.provider.abstract.fetcher import Fetcher
@@ -27,71 +27,58 @@ class FMPEquityQuoteData(EquityQuoteData):
     __alias_dict__ = {
         "price_avg50": "priceAvg50",
         "price_avg200": "priceAvg200",
-        "date": "timestamp",
+        "last_timestamp": "timestamp",
+        "high": "dayHigh",
+        "low": "dayLow",
+        "last_price": "price",
+        "change_percent": "changesPercentage",
+        "prev_close": "previousClose",
     }
-
-    symbol: Optional[str] = Field(default=None, description="Symbol of the company.")
-    name: Optional[str] = Field(default=None, description="Name of the company.")
-    price: Optional[float] = Field(
-        default=None, description="Current trading price of the equity."
+    price_avg50: Optional[float] = Field(
+        default=None, description="50 day moving average price."
     )
-    changes_percentage: Optional[float] = Field(
-        default=None, description="Change percentage of the equity price."
+    price_avg200: Optional[float] = Field(
+        default=None, description="200 day moving average price."
     )
-    change: Optional[float] = Field(
-        default=None, description="Change in the equity price."
-    )
-    year_high: Optional[float] = Field(
-        default=None, description="Highest price of the equity in the last 52 weeks."
-    )
-    year_low: Optional[float] = Field(
-        default=None, description="Lowest price of the equity in the last 52 weeks."
+    avg_volume: Optional[ForceInt] = Field(
+        default=None,
+        description="Average volume over the last 10 trading days.",
     )
     market_cap: Optional[float] = Field(
         default=None, description="Market cap of the company."
     )
-    price_avg50: Optional[float] = Field(
-        default=None, description="50 days average price of the equity."
-    )
-    price_avg200: Optional[float] = Field(
-        default=None, description="200 days average price of the equity."
-    )
-    volume: Optional[ForceInt] = Field(
-        default=None,
-        description="Volume of the equity in the current trading day.",
-    )
-    avg_volume: Optional[ForceInt] = Field(
-        default=None,
-        description="Average volume of the equity in the last 10 trading days.",
-    )
-    exchange: Optional[str] = Field(
-        default=None, description="Exchange the equity is traded on."
-    )
-    open: Optional[float] = Field(
-        default=None,
-        description="Opening price of the equity in the current trading day.",
-    )
-    previous_close: Optional[float] = Field(
-        default=None, description="Previous closing price of the equity."
-    )
-    eps: Optional[float] = Field(
-        default=None, description="Earnings per share of the equity."
-    )
-    pe: Optional[float] = Field(
-        default=None, description="Price earnings ratio of the equity."
-    )
-    earnings_announcement: Optional[str] = Field(
-        default=None, description="Earnings announcement date of the equity."
-    )
     shares_outstanding: Optional[ForceInt] = Field(
-        default=None, description="Number of shares outstanding of the equity."
+        default=None, description="Number of shares outstanding."
+    )
+    eps: Optional[float] = Field(default=None, description="Earnings per share.")
+    pe: Optional[float] = Field(default=None, description="Price earnings ratio.")
+    earnings_announcement: Optional[Union[datetime, str]] = Field(
+        default=None, description="Upcoming earnings announcement date."
     )
 
-    @field_validator("timestamp", mode="before", check_fields=False)
+    @field_validator("last_timestamp", mode="before", check_fields=False)
     @classmethod
-    def date_validate(cls, v):  # pylint: disable=E0213
+    def validate_last_timestamp(cls, v):  # pylint: disable=E0213
         """Return the date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        v = int(v) if isinstance(v, str) else v
+        return datetime.utcfromtimestamp(int(v)).replace(tzinfo=timezone.utc)
+
+    @field_validator("earnings_announcement", mode="before", check_fields=False)
+    @classmethod
+    def timestamp_validate(cls, v):  # pylint: disable=E0213
+        """Return the datetime string as a datetime object."""
+        if v:
+            dt = datetime.strptime(v, "%Y-%m-%dT%H:%M:%S.%f%z")
+            dt = dt.replace(microsecond=0)
+            timestamp = dt.timestamp()
+            return datetime.fromtimestamp(timestamp, tz=timezone.utc)
+        return None
+
+    @field_validator("change_percent", mode="after", check_fields=False)
+    @classmethod
+    def normalize_percent(cls, v):  # pylint: disable=E0213
+        """Return the percent value as a normalized value."""
+        return float(v) / 100 if v else None
 
 
 class FMPEquityQuoteFetcher(

openbb_platform/providers/fmp/openbb_fmp/models/revenue_business_line.py

@@ -1,5 +1,5 @@
 """FMP Revenue by Business Line Model."""
-
+# pylint: disable=unused-argument
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -8,6 +8,7 @@ from openbb_core.provider.standard_models.revenue_business_line import (
     RevenueBusinessLineData,
     RevenueBusinessLineQueryParams,
 )
+from openbb_fmp.models.cash_flow import FMPCashFlowStatementFetcher
 from openbb_fmp.utils.helpers import create_url, get_data_many
 from pydantic import field_validator
 
@@ -22,11 +23,11 @@ class FMPRevenueBusinessLineQueryParams(RevenueBusinessLineQueryParams):
 class FMPRevenueBusinessLineData(RevenueBusinessLineData):
     """FMP Revenue by Business Line Data."""
 
-    @field_validator("date", mode="before", check_fields=False)
+    @field_validator("period_ending", "filing_date", mode="before", check_fields=False)
     @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
         """Return the date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        return datetime.strptime(v, "%Y-%m-%d") if v else None
 
 
 class FMPRevenueBusinessLineFetcher(
@@ -53,15 +54,35 @@ class FMPRevenueBusinessLineFetcher(
 
         url = create_url(4, "revenue-product-segmentation", api_key, query)
 
-        return await get_data_many(url, **kwargs)
+        cf_fetcher = FMPCashFlowStatementFetcher()
+        cf_query = cf_fetcher.transform_query(
+            {"symbol": query.symbol, "period": query.period, "limit": 200}
+        )
+        cf_data = await cf_fetcher.aextract_data(cf_query, {"fmp_api_key": api_key})
+        filing_dates = sorted(
+            [
+                {
+                    "period_ending": d["date"],
+                    "fiscal_year": d["calendarYear"],
+                    "fiscal_period": d["period"],
+                    "filing_date": d["fillingDate"],
+                }
+                for d in cf_data
+            ],
+            key=lambda d: d["period_ending"],
+        )
+        rev_data = await get_data_many(url, **kwargs)
+        rev_data_dict = {list(d.keys())[0]: list(d.values())[0] for d in rev_data}
+        combined_data = [
+            {**d, "business_line": rev_data_dict[d["period_ending"]]}
+            for d in filing_dates
+            if d["period_ending"] in rev_data_dict
+        ]
+        return combined_data
 
     @staticmethod
     def transform_data(
         query: FMPRevenueBusinessLineQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPRevenueBusinessLineData]:
         """Return the transformed data."""
-        return [
-            FMPRevenueBusinessLineData(date=key, business_line=value)
-            for d in data
-            for key, value in d.items()
-        ]
+        return [FMPRevenueBusinessLineData.model_validate(d) for d in data]

openbb_platform/providers/fmp/openbb_fmp/models/revenue_geographic.py

@@ -1,5 +1,5 @@
 """FMP Revenue Geographic Model."""
-
+# pylint: disable=unused-argument
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -8,6 +8,7 @@ from openbb_core.provider.standard_models.revenue_geographic import (
     RevenueGeographicData,
     RevenueGeographicQueryParams,
 )
+from openbb_fmp.models.cash_flow import FMPCashFlowStatementFetcher
 from openbb_fmp.utils.helpers import create_url, get_data_many
 from pydantic import field_validator
 
@@ -22,11 +23,11 @@ class FMPRevenueGeographicQueryParams(RevenueGeographicQueryParams):
 class FMPRevenueGeographicData(RevenueGeographicData):
     """FMP Revenue Geographic Data."""
 
-    @field_validator("date", mode="before")
+    @field_validator("period_ending", "filing_date", mode="before", check_fields=False)
     @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
-        """Return date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        """Return the date as a datetime object."""
+        return datetime.strptime(v, "%Y-%m-%d") if v else None
 
 
 class FMPRevenueGeographicFetcher(
@@ -53,28 +54,38 @@ class FMPRevenueGeographicFetcher(
 
         url = create_url(4, "revenue-geographic-segmentation", api_key, query)
 
-        return await get_data_many(url, **kwargs)
+        cf_fetcher = FMPCashFlowStatementFetcher()
+        cf_query = cf_fetcher.transform_query(
+            {"symbol": query.symbol, "period": query.period, "limit": 200}
+        )
+        cf_data = await cf_fetcher.aextract_data(cf_query, {"fmp_api_key": api_key})
+        filing_dates = sorted(
+            [
+                {
+                    "period_ending": d["date"],
+                    "fiscal_year": d["calendarYear"],
+                    "fiscal_period": d["period"],
+                    "filing_date": d["fillingDate"],
+                }
+                for d in cf_data
+            ],
+            key=lambda d: d["period_ending"],
+        )
+
+        rev_data = await get_data_many(url, **kwargs)
+        rev_data_dict = {list(d.keys())[0]: list(d.values())[0] for d in rev_data}
+
+        combined_data = [
+            {**d, "geographic_segment": rev_data_dict[d["period_ending"]]}
+            for d in filing_dates
+            if d["period_ending"] in rev_data_dict
+        ]
+
+        return combined_data
 
     @staticmethod
     def transform_data(
         query: FMPRevenueGeographicQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPRevenueGeographicData]:
         """Return the transformed data."""
-        return [
-            FMPRevenueGeographicData(
-                date=key,
-                geographic_segment=v,
-                americas=v.get("Americas Segment", v.get("North America", None)),
-                europe=v.get("Europe Segment", v.get("Europe", None)),
-                greater_china=v.get(
-                    "Greater China Segment", v.get("Greater China", None)
-                ),
-                japan=v.get("Japan Segment", v.get("Japan", v.get("J P", None))),
-                rest_of_asia_pacific=v.get(
-                    "Rest of Asia Pacific Segment", v.get("Asia-Pacific", None)
-                ),
-            )
-            for d in data
-            for key, v in d.items()
-            if isinstance(v, Dict)
-        ]
+        return [FMPRevenueGeographicData.model_validate(d) for d in data]

openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_business_line_fetcher.yaml

@@ -3,30 +3,141 @@ interactions:
     body: null
     headers:
       Accept:
-      - '*/*'
+      - application/json
       Accept-Encoding:
-      - gzip, deflate, br
+      - gzip, deflate
       Connection:
       - keep-alive
     method: GET
-    uri: https://financialmodelingprep.com/api/v4/revenue-product-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+    uri: https://financialmodelingprep.com/api/v3/cash-flow-statement/AAPL?apikey=MOCK_API_KEY&limit=200&period=annual
   response:
     body:
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     headers:
       Access-Control-Allow-Credentials:
       - 'true'
@@ -46,9 +157,72 @@ interactions:
       Content-Type:
       - application/json; charset=utf-8
       Date:
-      - Mon, 16 Oct 2023 12:22:07 GMT
-      ETag:
-      - W/"bcc-RmRDrPPLIZSDozSR7yOvF32ihbo"
+      - Fri, 05 Jan 2024 21:23:47 GMT
+      Etag:
+      - W/"dce9-lmsObLv7FoJ8s1nEBTpjv9OWr+4"
+      Server:
+      - nginx/1.18.0 (Ubuntu)
+      Transfer-Encoding:
+      - chunked
+      Vary:
+      - Accept-Encoding
+      X-Frame-Options:
+      - SAMEORIGIN
+      X-Powered-By:
+      - Express
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - application/json
+      Accept-Encoding:
+      - gzip, deflate
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://financialmodelingprep.com/api/v4/revenue-product-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+  response:
+    body:
+      string: !!binary |
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+    headers:
+      Access-Control-Allow-Credentials:
+      - 'true'
+      Access-Control-Allow-Headers:
+      - X-Requested-With, content-type, auth-token, Authorization, stripe-signature,
+        APPS
+      Access-Control-Allow-Methods:
+      - GET, POST, OPTIONS
+      Access-Control-Allow-Origin:
+      - '*'
+      Access-Control-Max-Age:
+      - '3600'
+      Connection:
+      - keep-alive
+      Content-Encoding:
+      - gzip
+      Content-Type:
+      - application/json; charset=utf-8
+      Date:
+      - Fri, 05 Jan 2024 21:23:48 GMT
+      Etag:
+      - W/"c95-f87WUVMmUm4/WysLRNFu8Xy3rmE"
       Server:
       - nginx/1.18.0 (Ubuntu)
       Transfer-Encoding:

openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_geographic_fetcher.yaml

@@ -3,24 +3,141 @@ interactions:
     body: null
     headers:
       Accept:
-      - '*/*'
+      - application/json
       Accept-Encoding:
-      - gzip, deflate, br
+      - gzip, deflate
       Connection:
       - keep-alive
     method: GET
-    uri: https://financialmodelingprep.com/api/v4/revenue-geographic-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+    uri: https://financialmodelingprep.com/api/v3/cash-flow-statement/AAPL?apikey=MOCK_API_KEY&limit=200&period=annual
   response:
     body:
       string: !!binary |
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     headers:
       Access-Control-Allow-Credentials:
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@@ -40,9 +157,68 @@ interactions:
       Content-Type:
       - application/json; charset=utf-8
       Date:
-      - Mon, 16 Oct 2023 12:22:05 GMT
-      ETag:
-      - W/"6e8-hNE1JdkgArZ+ciKzEMueoazLOYw"
+      - Fri, 05 Jan 2024 21:23:47 GMT
+      Etag:
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+      Server:
+      - nginx/1.18.0 (Ubuntu)
+      Transfer-Encoding:
+      - chunked
+      Vary:
+      - Accept-Encoding
+      X-Frame-Options:
+      - SAMEORIGIN
+      X-Powered-By:
+      - Express
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - application/json
+      Accept-Encoding:
+      - gzip, deflate
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://financialmodelingprep.com/api/v4/revenue-geographic-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+  response:
+    body:
+      string: !!binary |
+        H4sIAAAAAAAAA5WVPW/bMBCG9/wKwnMMkLzjkdfNSIw0Hdyidqaig2AojYbYgaxMRf57RfoD7lES
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+      Date:
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+      Etag:
+      - W/"912-ZK+N7hiDCOgBJdrQTuxE+QVjtWQ"
       Server:
       - nginx/1.18.0 (Ubuntu)
       Transfer-Encoding:

openbb_platform/providers/intrinio/openbb_intrinio/models/equity_info.py

@@ -7,7 +7,10 @@ from openbb_core.provider.standard_models.equity_info import (
     EquityInfoData,
     EquityInfoQueryParams,
 )
-from openbb_intrinio.utils.helpers import get_data_one
+from openbb_core.provider.utils.helpers import (
+    amake_requests,
+)
+from openbb_intrinio.utils.helpers import response_callback
 from pydantic import Field
 
 
@@ -34,7 +37,7 @@ class IntrinioEquityInfoData(EquityInfoData):
 class IntrinioEquityInfoFetcher(
     Fetcher[
         IntrinioEquityInfoQueryParams,
-        IntrinioEquityInfoData,
+        List[IntrinioEquityInfoData],
     ]
 ):
     """Transform the query, extract and transform the data from the Intrinio endpoints."""
@@ -44,24 +47,30 @@ class IntrinioEquityInfoFetcher(
         """Transform the query."""
         return IntrinioEquityInfoQueryParams(**params)
 
+    # pylint: disable=W0613:unused-argument
     @staticmethod
     async def aextract_data(
-        query: IntrinioEquityInfoQueryParams,  # pylint: disable=unused-argument
+        query: IntrinioEquityInfoQueryParams,
         credentials: Optional[Dict[str, str]],
         **kwargs: Any,
     ) -> Dict:
         """Return the raw data from the Intrinio endpoint."""
         api_key = credentials.get("intrinio_api_key") if credentials else ""
         base_url = "https://api-v2.intrinio.com"
-        url = f"{base_url}/companies/{query.symbol}?api_key={api_key}"
 
-        return await get_data_one(url, **kwargs)
+        urls = [
+            f"{base_url}/companies/{s.strip()}?api_key={api_key}"
+            for s in query.symbol.split(",")
+        ]
 
+        return await amake_requests(urls, response_callback, **kwargs)
+
+    # pylint: disable=W0613:unused-argument
     @staticmethod
     def transform_data(
         query: IntrinioEquityInfoQueryParams,
         data: List[Dict],
-        **kwargs: Any,  # pylint: disable=unused-argument
-    ) -> IntrinioEquityInfoData:
+        **kwargs: Any,
+    ) -> List[IntrinioEquityInfoData]:
         """Transforms the data."""
-        return IntrinioEquityInfoData.model_validate(data)
+        return [IntrinioEquityInfoData.model_validate(d) for d in data]

openbb_platform/providers/intrinio/openbb_intrinio/models/equity_quote.py

@@ -1,5 +1,6 @@
 """Intrinio Equity Quote Model."""
-
+# pylint: disable=unused-argument
+import warnings
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -12,9 +13,11 @@ from openbb_core.provider.utils.helpers import (
     ClientResponse,
     amake_requests,
 )
-from openbb_intrinio.utils.references import SOURCES
+from openbb_intrinio.utils.references import SOURCES, VENUES, IntrinioSecurity
 from pydantic import Field, field_validator
 
+_warn = warnings.warn
+
 
 class IntrinioEquityQuoteQueryParams(EquityQuoteQueryParams):
     """Intrinio Equity Quote Query.
@@ -32,68 +35,32 @@ class IntrinioEquityQuoteData(EquityQuoteData):
     """Intrinio Equity Quote Data."""
 
     __alias_dict__ = {
-        "day_low": "low_price",
-        "day_high": "high_price",
-        "date": "last_time",
+        "exchange": "listing_venue",
+        "market_center": "market_center_code",
+        "bid": "bid_price",
+        "ask": "ask_price",
+        "open": "open_price",
+        "close": "close_price",
+        "low": "low_price",
+        "high": "high_price",
+        "last_timestamp": "last_time",
+        "volume": "market_volume",
     }
-
-    last_price: float = Field(description="Price of the last trade.")
-    last_time: datetime = Field(
-        description="Date and Time when the last trade occurred.", alias="date"
+    is_darkpool: Optional[bool] = Field(
+        default=None, description="Whether or not the current trade is from a darkpool."
     )
-    last_size: Optional[int] = Field(description="Size of the last trade.")
-    bid_price: float = Field(description="Price of the top bid order.")
-    bid_size: int = Field(description="Size of the top bid order.")
-    ask_price: float = Field(description="Price of the top ask order.")
-    ask_size: int = Field(description="Size of the top ask order.")
-    open_price: float = Field(description="Open price for the trading day.")
-    close_price: Optional[float] = Field(
-        default=None, description="Closing price for the trading day (IEX source only)."
-    )
-    high_price: float = Field(
-        description="High Price for the trading day.", alias="day_high"
-    )
-    low_price: float = Field(
-        description="Low Price for the trading day.", alias="day_low"
-    )
-    exchange_volume: Optional[int] = Field(
-        default=None,
-        description="Number of shares exchanged during the trading day on the exchange.",
-    )
-    market_volume: Optional[int] = Field(
-        default=None,
-        description="Number of shares exchanged during the trading day for the whole market.",
+    source: Optional[str] = Field(
+        default=None, description="Source of the Intrinio data."
     )
     updated_on: datetime = Field(
         description="Date and Time when the data was last updated."
     )
-    source: str = Field(description="Source of the data.")
-    listing_venue: Optional[str] = Field(
-        default=None,
-        description="Listing venue where the trade took place (SIP source only).",
-    )
-    sales_conditions: Optional[str] = Field(
-        default=None,
-        description="Indicates any sales condition modifiers associated with the trade.",
-    )
-    quote_conditions: Optional[str] = Field(
-        default=None,
-        description="Indicates any quote condition modifiers associated with the trade.",
-    )
-    market_center_code: Optional[str] = Field(
-        default=None, description="Market center character code."
-    )
-    is_darkpool: Optional[bool] = Field(
-        default=None, description="Whether or not the current trade is from a darkpool."
-    )
-    messages: Optional[List[str]] = Field(
-        default=None, description="Messages associated with the endpoint."
-    )
-    security: Optional[Dict[str, Any]] = Field(
+    security: Optional[IntrinioSecurity] = Field(
         default=None, description="Security details related to the quote."
     )
 
     @field_validator("last_time", "updated_on", mode="before", check_fields=False)
+    @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
         """Return the date as a datetime object."""
         return (
@@ -102,6 +69,25 @@ class IntrinioEquityQuoteData(EquityQuoteData):
             else datetime.fromisoformat(v)
         )
 
+    @field_validator("sales_conditions", mode="before", check_fields=False)
+    @classmethod
+    def validate_sales_conditions(cls, v):
+        """Validate sales conditions and remove empty strings."""
+        if v == "\u0017   ":
+            return None
+        if v == "" or v is None:
+            return None
+        v = v.strip()
+        return v
+
+    @field_validator("exchange", "market_center", mode="before", check_fields=False)
+    @classmethod
+    def validate_listing_venue(cls, v):
+        """Validate listing venue and remove empty strings."""
+        if v:
+            return VENUES[v] if v in VENUES else v
+        return None
+
 
 class IntrinioEquityQuoteFetcher(
     Fetcher[
@@ -133,20 +119,21 @@ class IntrinioEquityQuoteFetcher(
                 return {}
 
             response_data = await response.json()
-            response_data["symbol"] = response.url.parts[-2]
-
-            return response_data
+            response_data["symbol"] = response_data["security"].get("ticker", None)  # type: ignore
+            if "messages" in response_data and response_data.get("messages"):  # type: ignore
+                _message = list(response_data.pop("messages"))  # type: ignore
+                _warn(str(",".join(_message)))
+            return response_data  # type: ignore
 
         urls = [
             f"{base_url}/securities/{s.strip()}/prices/realtime?source={query.source}&api_key={api_key}"
             for s in query.symbol.split(",")
         ]
-
         return await amake_requests(urls, callback, **kwargs)
 
     @staticmethod
     def transform_data(
-        query: IntrinioEquityQuoteQueryParams, data: dict, **kwargs: Any
+        query: IntrinioEquityQuoteQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[IntrinioEquityQuoteData]:
         """Return the transformed data."""
         return [IntrinioEquityQuoteData.model_validate(d) for d in data]

openbb_platform/providers/intrinio/openbb_intrinio/utils/references.py

@@ -17,6 +17,28 @@ SOURCES = Literal[
     "delayed_sip",
 ]
 
+VENUES = {
+    "A": "NYSE MKT LLC",
+    "B": "NASDAQ OMX BX, Inc.",
+    "C": "National Stock Exchange Inc. (NSX)",
+    "D": "FINRA ADF",
+    "I": "International Securities Exchange, LLC",
+    "J": "Bats EDGA Exchange, INC",
+    "K": "Bats EDGX Exchange, Inc.",
+    "M": "Chicago Stock Exchange, Inc. (CHX)",
+    "N": "New York Stock Exchange LLC",
+    "P": "NYSE Arca, Inc.",
+    "S": "Consolidated Tape System",
+    "T": "NASDAQ (Tape A, B securities)",
+    "Q": "NASDAQ (Tape C securities)",
+    "V": "The Investors' Exchange, LLC (IEX)",
+    "W": "Chicago Broad Options Exchange, Inc. (CBOE)",
+    "X": "NASDAQ OMX PSX, Inc. LLC",
+    "Y": "Bats BYX Exchange, Inc.",
+    "Z": "Bats BZX Exchange, Inc.",
+    "u": "Other OTC Markets",
+}
+
 
 class IntrinioCompany(Data):
     """Intrinio Company Data."""
@@ -65,7 +87,7 @@ class IntrinioSecurity(Data):
         description="The country-composite OpenFIGI identifier.", default=None
     )
     share_class_figi: Optional[str] = Field(
-        description="The global-composite OpenFIGI identifier.",
+        description="The global-composite OpenFIGI identifier.", default=None
     )
     primary_listing: Optional[bool] = Field(
         description="""

openbb_platform/providers/tiingo/openbb_tiingo/models/trailing_dividend_yield.py

@@ -37,7 +37,7 @@ class TiingoTrailingDivYieldFetcher(
         transformed_params = params
         return TiingoTrailingDivYieldQueryParams(**transformed_params)
 
-    # pylint: disable=protected-access
+    # pylint: disable=unused-argument
     @staticmethod
     def extract_data(
         query: TiingoTrailingDivYieldQueryParams,
@@ -60,4 +60,5 @@ class TiingoTrailingDivYieldFetcher(
         **kwargs: Any,
     ) -> List[TiingoTrailingDivYieldData]:
         """Return the transformed data."""
+        data = data[-query.limit :] if query.limit else data
         return [TiingoTrailingDivYieldData.model_validate(d) for d in data]

openbb_platform/providers/yfinance/openbb_yfinance/models/futures_historical.py

@@ -76,9 +76,14 @@ class YFinanceFuturesHistoricalFetcher(
                 new_symbols.append(new_symbol)
             else:
                 new_symbols.append(symbol)
-        formatted_symbols = [
-            f"{s.upper()}=F" if "." not in s.upper() else s.upper() for s in new_symbols
-        ]
+
+        formatted_symbols = []
+        for s in new_symbols:
+            if "." not in s.upper() and "=F" not in s.upper():
+                formatted_symbols.append(f"{s.upper()}=F")
+            else:
+                formatted_symbols.append(s.upper())
+
         transformed_params["symbol"] = ",".join(formatted_symbols)
 
         now = datetime.now()

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_balance_sheet_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,89 +15,89 @@ interactions:
   response:
     body:
       string: !!binary |
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+        L+qNv/Lytq7WN7cwB2xZVbdq0kaNa6eCAUEAV/XsTbleLH78+D8GDuac2awAAA==
     headers:
       Age:
       - '0'
@@ -122,15 +122,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:20 GMT
+      - Mon, 08 Jan 2024 11:44:16 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-company-fundamentals-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-company-fundamentals-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '76'
+      - '56'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_cash_flow_statement_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,81 +15,81 @@ interactions:
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+        KkZ33LY3Ev4G9GfdTN5Wq/n8x4//AcrUFrUnnQAA
     headers:
       Age:
-      - '3'
+      - '0'
       Connection:
       - keep-alive
       Expect-CT:
@@ -111,15 +111,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:20 GMT
+      - Mon, 08 Jan 2024 11:44:17 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-company-fundamentals-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-company-fundamentals-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '51'
+      - '47'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_company_news_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,51 +15,52 @@ interactions:
   response:
     body:
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+        MPzW3m/6R/umf9fbBE/kCY3qaSrKyV/+D1ZVww7KHgAA
     headers:
       Age:
-      - '0'
+      - '1'
       Connection:
       - keep-alive
       Expect-CT:
@@ -77,19 +78,19 @@ interactions:
       content-encoding:
       - gzip
       content-length:
-      - '2376'
+      - '2427'
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:20 GMT
+      - Mon, 08 Jan 2024 11:44:14 GMT
       server:
       - ATS
       vary:
       - Origin,Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-search--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-search--mtls-baseline-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '91'
+      - '103'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_equity_historical_fetcher.yaml

@@ -5,7 +5,57 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
+      Connection:
+      - keep-alive
+      Cookie:
+      - MOCK_COOKIE
+    method: GET
+    uri: https://query2.finance.yahoo.com/v8/finance/chart/AAPL?crumb=MOCK_CRUMB&interval=1d&range=1d
+  response:
+    body:
+      string: '{"chart":{"result":[{"meta":{"currency":"USD","symbol":"AAPL","exchangeName":"NMS","instrumentType":"EQUITY","firstTradeDate":345479400,"regularMarketTime":1704488401,"gmtoffset":-18000,"timezone":"EST","exchangeTimezoneName":"America/New_York","regularMarketPrice":181.18,"chartPreviousClose":181.91,"priceHint":2,"currentTradingPeriod":{"pre":{"timezone":"EST","start":1704704400,"end":1704724200,"gmtoffset":-18000},"regular":{"timezone":"EST","start":1704724200,"end":1704747600,"gmtoffset":-18000},"post":{"timezone":"EST","start":1704747600,"end":1704762000,"gmtoffset":-18000}},"dataGranularity":"1d","range":"1d","validRanges":["1d","5d","1mo","3mo","6mo","1y","2y","5y","10y","ytd","max"]},"timestamp":[1704465000],"indicators":{"quote":[{"close":[181.17999267578125],"high":[182.75999450683594],"low":[180.1699981689453],"open":[181.99000549316406],"volume":[62303300]}],"adjclose":[{"adjclose":[181.17999267578125]}]}}],"error":null}}'
+    headers:
+      Age:
+      - '0'
+      Connection:
+      - keep-alive
+      Expect-CT:
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
+      Referrer-Policy:
+      - no-referrer-when-downgrade
+      Strict-Transport-Security:
+      - max-age=31536000
+      X-Content-Type-Options:
+      - nosniff
+      X-XSS-Protection:
+      - 1; mode=block
+      cache-control:
+      - public, max-age=10, stale-while-revalidate=20
+      content-length:
+      - '945'
+      content-type:
+      - application/json;charset=utf-8
+      date:
+      - Mon, 08 Jan 2024 11:43:41 GMT
+      server:
+      - ATS
+      vary:
+      - Origin,Accept-Encoding
+      x-envoy-decorator-operation:
+      - finance-chart-api--mtls-baseline-production-gq1.finance-k8s.svc.yahoo.local:4080/*
+      x-envoy-upstream-service-time:
+      - '49'
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - '*/*'
+      Accept-Encoding:
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,146 +65,144 @@ interactions:
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     body:
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     headers:
       Age:
       - '0'
@@ -179,15 +227,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:36:49 GMT
+      - Mon, 08 Jan 2024 11:43:41 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-chart-api--mtls-baseline-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-chart-api--mtls-baseline-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '39'
+      - '56'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_etf_historical_fetcher.yaml

@@ -5,143 +5,66 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
       - MOCK_COOKIE
     method: GET
-    uri: https://query2.finance.yahoo.com/v8/finance/chart/IOO?crumb=MOCK_CRUMB&events=div%2Csplits%2CcapitalGains&includePrePost=False&interval=1d&period1=MOCK_PERIOD_1&period2=MOCK_PERIOD_2
+    uri: https://query1.finance.yahoo.com/v1/test/getcrumb
   response:
     body:
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+        fHp59YuPX9+///nn/wMaQCp5c3AAAA==
+    headers:
+      Age:
+      - '1'
+      Connection:
+      - keep-alive
+      Expect-CT:
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
+      Referrer-Policy:
+      - no-referrer-when-downgrade
+      Strict-Transport-Security:
+      - max-age=31536000
       Transfer-Encoding:
       - chunked
       X-Content-Type-Options:
@@ -166,15 +285,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:21 GMT
+      - Mon, 08 Jan 2024 12:08:39 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-chart-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-chart-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '34'
+      - '36'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_income_statement_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,59 +15,59 @@ interactions:
   response:
     body:
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-        WbUKBgQ8z9NsLevw30CQymr0tljm+e/f/wdh6CEen3MAAA==
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+        zedD2fguqdL59AEc3Z28/Z5AUEYhpGVZjZOx37g0V6I2ZJyCh1DcJgk9ZrgsGwg8tylCn9CQqiCE
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+        F+oOQdy1pWEO4zyhUaAjoLYkzGWUJ34HAbHoUxMBYoznutsA8tLxCdh5sVoV+W1dzP/5XmQLWaLX
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+        4EgEse5WhBcZzt0GAlEIMMqjLgjWaycQhUBEKA9CXQhEZDBfZ+8uv6Dwc7OQ7jJJ5Kzu3zOZtyA4
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+        E8GRS/YmgGOX7E0EJ0bNXSl99ngv8wqHmsainUjuOyt7MtBvGjNY5InQjGAmAixqQrSKIlVJBYDJ
+        oiVMBFjc5B5hgcoMTjxmieImAixuci+INDXJAy/i49pJmG19bcEuJ52VPSm4S0642j8OA4+bDtOC
+        AYuVzBOg8VVtxwQofKPeaMOAxUvmgbykkYoB/LaZ6tgwYDET7kWAoF4LFrFW6w8seVYyKeffp/ni
+        AgiVFfcrmeO0659ZusNX7jA7jyA9V3PBCPJ18yqZCBAnT2KtOECJF1vuFxMB3tyJoFyVOBQywl57
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+        nCVETfswVr2FAC1u0XwmAsT6UUx9rXbjxx61+EwTA2b9iDRJkVY/sjSKLBgQ60csZELDwMa0NJ8G
+        4camRTtGdhfqOEweupOdUchm8e4OhbemjzDN4/lKAUmIYl5YXJRpHs9Nxoyo5mM2tvvy+XL6kKRZ
+        XZwXK/SW4Us2OgND9LUPaVgQHLeoYwFw5KKOBcGJFXW+JI/XZfGQVlhTGNqCnbAaOJu9gN2I9rdw
+        bGODxTpeSA041VpigaVDaUOAF1BjbUAobhshL9nHC6YCfEJnTuqAsXf4Z7ZepPnd5wLe53VZZNlm
+        iHcbIZFnMF601qmXB69eLzcRHLlebgI4dr3cRHBirvWJPluOAbV2te7DJaJlzY5aDJ35WhDJQlGL
+        zVtTrpnm8dRiFOhi1SxYW8zjqcWIamI1Gq4W9/24ZnjhYorc5GsX7epBZ1Xr0AtZoNbgwtDWRbAg
+        wAvAze2v5ZPU96gZgi0Y8EIw83mgzSMw3+O99gEvDFMeUW0bnkr3wyfKZ9e3eHPkzWKdoTHfWYLC
+        PLYv2sNrY0DKNI3FRA5CaBe74XUP01gEFB7ZnWIQ22MEL5nG4h2YE4ppMZRvH8qiqiBtWKY4fRF1
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+        jeWr+rssVZ21VV5tiQ4nD3nJRvckGHXF4MgD4R097RiocJC9n8zDUIZ9PGnHo719CGU97WMx9w0E
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+        Qq9+xJZxBRMBZhM6ZJ0mtGWUyESAl5VwP9ba4NzaVjIR4DX6gpipowA0GFNI3/hCzf/huVh92Q4/
+        ibPuSi+varF/VK9qsX9kr2pBcGJetROfcecf7Y1o/9UPMpgIjn+QwcRw/IMMJobTPcigP7ylGQ5L
+        q/n2vVzsnuXi8oExz9rsVNLd8btvJd0dv3tW0t2Ru28l3R21sQ5FNCRTC9/jC+jmUt1jOs7q5uDb
+        FBkQ+7YgaDGP525jRQaQ2CoDLPbRZEBzGl4JwsQXBwVhzEFFY9GuOHSWcvef+HaXdvef+HaXevef
+        +HaXfKNNfCN2day9HBK/di/HguDovRwLhqP3ciwYTq2XgxU5/xg2Segsfe7TbraYP2a72WL+lNrN
+        m7NMqBVrfcUOFYSzvh6FjJFSbZgcMkabazAxIFZTRCTUQEW5sA3MWjDgkSIMoph0RIPt6KCJAa/e
+        J6K4edjQHoOI2gMOh4xP487J2BbtCH6XdO0xVu2SqT3Gql2S9PCxasjW9L6YGoIOnrfvtXp3rMph
+        mbhHeuguzvVLD90FOqT0sB2Sx5pdUZbrTq84q1xByhHt1Q6NzDkOZyUr7omdO29e9zCNOL2yM928
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+        jsG3/q6ROHsEGhYlXO+kHBqCNJet/BVIG/z0KMzDYlzj/Ntb7HZ9D8AaJMlQUnd/hmPofm+i9TM/
+        Jzb4VhhzwVXF8W5dpbmsDlni+no2OuQp4+5j75OrJVwIIEP6LZPVYSxrn7S6IRus/ORXx1yXDyAw
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+        yYF31ebr3cfuDRbq5rUdzWHLWiPp96zQU9eDb8EdU5STt/k6y37//j+qG096n3MAAA==
     headers:
       Age:
       - '0'
@@ -92,15 +92,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:21 GMT
+      - Mon, 08 Jan 2024 11:44:18 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-company-fundamentals-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-company-fundamentals-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '37'
+      - '40'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_market_indices_fetcher.yaml

@@ -5,7 +5,105 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://fc.yahoo.com/
+  response:
+    body:
+      string: "<!DOCTYPE html>\n<html lang=\"en-us\">\n  <head>\n    <meta http-equiv=\"content-type\"
+        content=\"text/html; charset=UTF-8\">\n    <meta charset=\"utf-8\">\n    <title>Yahoo</title>\n
+        \   <meta name=\"viewport\" content=\"width=device-width,initial-scale=1,minimal-ui\">\n
+        \   <meta http-equiv=\"X-UA-Compatible\" content=\"IE=edge,chrome=1\">\n    <style>\n
+        \     html {\n          height: 100%;\n      }\n      body {\n          background:
+        #fafafc url(https://s.yimg.com/nn/img/sad-panda-201402200631.png) 50% 50%;\n
+        \         background-size: cover;\n          height: 100%;\n          text-align:
+        center;\n          font: 300 18px \"helvetica neue\", helvetica, verdana,
+        tahoma, arial, sans-serif;\n          margin: 0;\n      }\n      table {\n
+        \         height: 100%;\n          width: 100%;\n          table-layout: fixed;\n
+        \         border-collapse: collapse;\n          border-spacing: 0;\n          border:
+        none;\n      }\n      h1 {\n          font-size: 42px;\n          font-weight:
+        400;\n          color: #400090;\n      }\n      p {\n          color: #1A1A1A;\n
+        \     }\n      #message-1 {\n          font-weight: bold;\n          margin:
+        0;\n      }\n      #message-2 {\n          display: inline-block;\n          *display:
+        inline;\n          zoom: 1;\n          max-width: 17em;\n          _width:
+        17em;\n      }\n      </style>\n      <script>\n      \n      </script>\n
+        \ </head>\n  <body>\n  <!-- status code : 502 -->\n  <!-- Could Not Connect
+        -->\n  <!-- host machine: e7.ycpi.swb.yahoo.com -->\n  <!-- timestamp: 1704714197.766
+        -->\n  <!-- url: https://fc.yahoo.com/-->\n  <script type=\"text/javascript\">\n
+        \   function buildUrl(url, parameters){\n      var qs = [];\n      for(var
+        key in parameters) {\n        var value = parameters[key];\n        qs.push(encodeURIComponent(key)
+        + \"=\" + encodeURIComponent(value));\n      }\n      url = url + \"?\" +
+        qs.join('&');\n      return url;\n    }\n\n    function generateBRBMarkup(site)
+        {\n      params.source = 'brb';\n      generateBeaconMarkup(params);\n      var
+        englishHeader = 'Will be right back...';\n      var englishMessage1 = 'Thank
+        you for your patience.';\n      var englishMessage2 = 'Our engineers are working
+        quickly to resolve the issue.';\n      var defaultLogoStyle = '';\n      var
+        siteDataMap = {\n        'default': {\n          logo: 'https://s.yimg.com/rz/p/yahoo_frontpage_en-US_s_f_p_205x58_frontpage.png',\n
+        \         logoAlt: 'Yahoo Logo',\n          logoStyle: defaultLogoStyle,\n
+        \         header: englishHeader,\n          message1: englishMessage1,\n          message2:
+        englishMessage2\n        }\n      };\n\n      var siteDetails = siteDataMap['default'];\n\n
+        \     document.write('<table><tbody><tr><td>');\n      document.write('<div
+        id=\"content\">');\n      document.write('<img src=\"' + siteDetails['logo']
+        + '\" alt=\"' + siteDetails['logoAlt'] + '\" style=\"' + siteDetails['logoStyle']
+        + '\">');\n      document.write('<h1 style=\"margin-top:20px;\">' + siteDetails['header']
+        + '</h1>');\n      document.write('<p id=\"message-1\">' + siteDetails['message1']
+        + '</p>');\n      document.write('<p id=\"message-2\">' + siteDetails['message2']
+        + '</p>');\n      document.write('</div>');\n      document.write('</td></tr></tbody></table>');\n
+        \   }\n\n    function generateBeaconMarkup(params) {\n        document.write('<img
+        src=\"' + buildUrl('//geo.yahoo.com/b', params) + '\" style=\"display:none;\"
+        width=\"0px\" height=\"0px\"/>');\n        var beacon = new Image();\n        beacon.src
+        = buildUrl('//bcn.fp.yahoo.com/p', params);\n    }\n\n    var hostname = window.location.hostname;\n
+        \   var device = 'desktop';\n    var ynet = ('-' === '1');\n    var time =
+        new Date().getTime();\n    var params = {\n        s: '1197757129',\n        t:
+        time,\n        err_url: document.URL,\n        err: '502',\n        test:
+        '-',\n        ats_host: 'e7.ycpi.swb.yahoo.com',\n        rid: '-',\n        message:
+        'Could Not Connect'\n    };\n\n    if(ynet) {\n        document.write('<div
+        style=\"height: 5px; background-color: red;\"></div>');\n    }\n    generateBRBMarkup(hostname,
+        params);\n\n  </script>\n  <noscript>\n  <table>\n    <tbody>\n      <tr>\n
+        \       <td>\n          <div id=\"englishContent\">\n            <h1 style=\"margin-top:20px;\">Will
+        be right back...</h1>\n            <p id=\"message-1\">Thank you for your
+        patience.</p>\n            <p id=\"message-2\">Our engineers are working quickly
+        to resolve the issue.</p>\n          </div>\n        </td>\n      </tr>\n
+        \   </tbody>\n  </table>\n  </noscript>\n  </body>\n</html>\n"
+    headers:
+      Cache-Control:
+      - no-store
+      Connection:
+      - keep-alive
+      Content-Language:
+      - en
+      Content-Length:
+      - '4350'
+      Content-Type:
+      - text/html
+      Date:
+      - Mon, 08 Jan 2024 11:43:34 GMT
+      Expect-CT:
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
+      Server:
+      - ATS
+      Set-Cookie:
+      - A3=d=AQABBNXfm2UCEACtmMeuc8nOjsLoX1hjlwQFEgEBAQExnWWlZdxW0iMA_eMAAA&S=AQAAAqMQ-PrLvICW--J8J9y-wZQ;
+        Expires=Tue, 7 Jan 2025 17:43:34 GMT; Max-Age=31557600; Domain=.yahoo.com;
+        Path=/; SameSite=None; Secure; HttpOnly
+      Strict-Transport-Security:
+      - max-age=31536000
+      X-Content-Type-Options:
+      - nosniff
+      X-XSS-Protection:
+      - 1; mode=block
+    status:
+      code: 502
+      message: Connection timed out
+- request:
+    body: null
+    headers:
+      Accept:
+      - '*/*'
+      Accept-Encoding:
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -14,10 +112,10 @@ interactions:
     uri: https://query1.finance.yahoo.com/v1/test/getcrumb
   response:
     body:
-      string: YchZ2EN.z4k
+      string: ASqh.0tGvoh
     headers:
       Age:
-      - '346'
+      - '0'
       Connection:
       - keep-alive
       Expect-CT:
@@ -37,11 +135,11 @@ interactions:
       content-type:
       - text/plain;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:36:48 GMT
+      - Mon, 08 Jan 2024 11:43:35 GMT
       server:
       - ATS
       x-envoy-decorator-operation:
-      - finance-yql--mtls-default-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-yql--mtls-default-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
       - '1'
       x-frame-options:
@@ -55,7 +153,57 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
+      Connection:
+      - keep-alive
+      Cookie:
+      - MOCK_COOKIE
+    method: GET
+    uri: https://query2.finance.yahoo.com/v8/finance/chart/%5EGSPC?crumb=MOCK_CRUMB&interval=1d&range=1d
+  response:
+    body:
+      string: '{"chart":{"result":[{"meta":{"currency":"USD","symbol":"^GSPC","exchangeName":"SNP","instrumentType":"INDEX","firstTradeDate":-1325583000,"regularMarketTime":1704491654,"gmtoffset":-18000,"timezone":"EST","exchangeTimezoneName":"America/New_York","regularMarketPrice":4697.24,"chartPreviousClose":4688.68,"priceHint":2,"currentTradingPeriod":{"pre":{"timezone":"EST","start":1704704400,"end":1704724200,"gmtoffset":-18000},"regular":{"timezone":"EST","start":1704724200,"end":1704747600,"gmtoffset":-18000},"post":{"timezone":"EST","start":1704747600,"end":1704762000,"gmtoffset":-18000}},"dataGranularity":"1d","range":"1d","validRanges":["1d","5d","1mo","3mo","6mo","1y","2y","5y","10y","ytd","max"]},"timestamp":[1704465000],"indicators":{"quote":[{"high":[4721.490234375],"close":[4697.240234375],"open":[4690.56982421875],"volume":[3844370000],"low":[4682.10986328125]}],"adjclose":[{"adjclose":[4697.240234375]}]}}],"error":null}}'
+    headers:
+      Age:
+      - '1'
+      Connection:
+      - keep-alive
+      Expect-CT:
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
+      Referrer-Policy:
+      - no-referrer-when-downgrade
+      Strict-Transport-Security:
+      - max-age=31536000
+      X-Content-Type-Options:
+      - nosniff
+      X-XSS-Protection:
+      - 1; mode=block
+      cache-control:
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     headers:
       Age:
       - '0'
@@ -209,13 +358,13 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:36:48 GMT
+      - Mon, 08 Jan 2024 11:43:37 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-chart-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-chart-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
       - '5'
     status:

openbb_platform/providers/yfinance/tests/test_yfinance_fetchers.py

@@ -26,8 +26,6 @@ from openbb_yfinance.models.undervalued_growth_equities import (
 )
 from openbb_yfinance.models.undervalued_large_caps import YFUndervaluedLargeCapsFetcher
 
-pytest.skip("yf cassettes bug the CI.", allow_module_level=True)
-
 test_credentials = UserService().default_user_settings.credentials.model_dump(
     mode="json"
 )
@@ -101,7 +99,7 @@ def test_y_finance_currency_historical_fetcher(credentials=test_credentials):
 @pytest.mark.record_http
 def test_y_finance_futures_historical_fetcher(credentials=test_credentials):
     params = {
-        "symbol": "ES",
+        "symbol": "ES=F",
         "start_date": date(2023, 1, 1),
         "end_date": date(2023, 1, 10),
     }
@@ -111,6 +109,7 @@ def test_y_finance_futures_historical_fetcher(credentials=test_credentials):
     assert result is None
 
 
+@pytest.mark.skip("Unreliable amount of data while recording test.")
 @pytest.mark.record_http
 def test_y_finance_futures_curve_fetcher(credentials=test_credentials):
     params = {"symbol": "ES"}
@@ -167,7 +166,7 @@ def test_y_finance_available_fetcher(credentials=test_credentials):
 @pytest.mark.record_http
 def test_y_finance_etf_historical_fetcher(credentials=test_credentials):
     params = {
-        "symbol": "IOO",
+        "symbol": "SPY",
         "start_date": date(2023, 1, 1),
         "end_date": date(2023, 6, 6),
     }