[V5] openbb-technical: Refactor for V5 & Add More Quick Win Endpoints (#7502)

* refactor openbb-technical for v5

* forward refs

* linting

* no python 3.15 in test matrix

* reame

* ty

* move all params to body

---------

Co-authored-by: deeleeramone <>
This commit is contained in:
Danglewood
2026-05-29 00:48:51 -07:00
committed by GitHub
parent cd7d602b8f
commit d3d33a219b
79 changed files with 87090 additions and 6460 deletions

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@@ -62,6 +62,23 @@ jobs:
pip install ./openbb_platform/extensions/devtools
- name: Install openbb-core (so ty can resolve runtime deps)
run: pip install -e "./openbb_platform/core[pandas]" numpy
- name: Install changed packages (so ty resolves their declared deps)
if: env.diff_files != ''
run: |
# Install each touched package so ty has the package's declared
# third-party deps (pandas-ta, scipy, statsmodels, etc.) available
# for type resolution. Optional cross-package peers (e.g.
# openbb_charting) that aren't installed surface as `warn`-level
# diagnostics under the repo-root ty.toml rather than build errors.
touched=$(echo "${{ env.diff_files }}" | tr ' ' '\n' \
| grep -oE '^(openbb_platform/(extensions|providers|obbject_extensions)|cli)/[^/]+' \
| sort -u)
for pkg in $touched; do
if [ -f "$pkg/pyproject.toml" ]; then
echo "Installing $pkg"
pip install -e "./$pkg" || echo "skip $pkg (install failed)"
fi
done
- run: codespell --ignore-words=.codespell.ignore --skip="$(tr '\n' ',' < .codespell.skip | sed 's/,$//')" --quiet-level=2
- run: |
# Run linters for openbb_platform | cli

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@@ -0,0 +1,175 @@
name: 📦 publish openbb-technical
# Triggers exclusively on the merge of a ``release/openbb-technical-v*``
# branch into ``develop``. Four sequential jobs — version-check,
# build, test, publish — with PyPI OIDC trusted publishing.
on:
pull_request:
types: [closed]
branches: [develop, v5]
workflow_dispatch:
permissions:
contents: read
jobs:
version-check:
name: Verify version bump
if: ${{ (github.event_name == 'pull_request' && github.event.pull_request.merged == true && startsWith(github.event.pull_request.head.ref, 'release/openbb-technical-v')) || github.event_name == 'workflow_dispatch' }}
runs-on: ubuntu-latest
outputs:
version: ${{ steps.parse.outputs.version }}
defaults:
run:
shell: bash
working-directory: openbb_platform/extensions/technical
steps:
- uses: actions/checkout@v6
with:
ref: develop
- name: Parse [project].version from pyproject.toml
id: parse
run: |
VERSION=$(grep -m1 -E '^version[[:space:]]*=' pyproject.toml | sed -E 's/^version[[:space:]]*=[[:space:]]*"([^"]+)".*/\1/')
if [ -z "$VERSION" ]; then
echo "::error::Could not parse [project].version from pyproject.toml."
exit 1
fi
echo "Local version: $VERSION"
echo "version=$VERSION" >> "$GITHUB_OUTPUT"
- name: Fail if version already exists on PyPI
env:
VERSION: ${{ steps.parse.outputs.version }}
run: |
STATUS=$(curl -sS -o /dev/null -w "%{http_code}" "https://pypi.org/pypi/openbb-technical/${VERSION}/json")
case "$STATUS" in
200)
echo "::error::openbb-technical ${VERSION} is already published on PyPI."
echo "Bump openbb_platform/extensions/technical/pyproject.toml [project].version and re-merge a fresh release branch."
exit 1
;;
404)
echo "openbb-technical ${VERSION} is not yet on PyPI — proceeding."
;;
*)
echo "::error::Unexpected status $STATUS from PyPI JSON API. Aborting to avoid a silent skip."
exit 1
;;
esac
- name: Verify release branch name matches pyproject version
if: github.event_name == 'pull_request'
env:
VERSION: ${{ steps.parse.outputs.version }}
BRANCH: ${{ github.event.pull_request.head.ref }}
run: |
EXPECTED="release/openbb-technical-v${VERSION}"
if [ "$BRANCH" != "$EXPECTED" ]; then
echo "::error::Release branch '${BRANCH}' does not match pyproject version '${VERSION}'."
echo "Expected branch name: '${EXPECTED}'."
echo "Either rename the release branch or update [project].version in pyproject.toml so they agree."
exit 1
fi
echo "Branch '${BRANCH}' matches pyproject version '${VERSION}'."
build:
name: Build sdist + wheel
needs: version-check
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/extensions/technical
steps:
- uses: actions/checkout@v6
with:
ref: develop
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Build sdist + wheel
run: uv build --no-sources
- uses: actions/upload-artifact@v4
with:
name: openbb-technical-dist
path: openbb_platform/extensions/technical/dist/
if-no-files-found: error
retention-days: 7
test:
name: Test (${{ matrix.os }} / Python ${{ matrix.python_version }})
needs: build
strategy:
fail-fast: false
matrix:
include:
- { os: ubuntu-latest, python_version: "3.10" }
- { os: ubuntu-latest, python_version: "3.11" }
- { os: ubuntu-latest, python_version: "3.12" }
- { os: ubuntu-latest, python_version: "3.13" }
- { os: ubuntu-latest, python_version: "3.14" }
- { os: macos-latest, python_version: "3.10" }
- { os: macos-latest, python_version: "3.14" }
- { os: windows-latest, python_version: "3.10" }
- { os: windows-latest, python_version: "3.14" }
runs-on: ${{ matrix.os }}
defaults:
run:
shell: bash
working-directory: openbb_platform/extensions/technical
steps:
- uses: actions/checkout@v6
with:
ref: develop
- uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python_version }}
allow-prereleases: true
- uses: actions/download-artifact@v4
with:
name: openbb-technical-dist
path: openbb_platform/extensions/technical/dist
- run: python -m pip install --upgrade pip uv
- name: Install openbb-technical from source (+ dev group)
# Source install via ``-e .`` reads ``[tool.uv.sources]`` and
# resolves ``openbb-core[pandas]`` from the sibling tree at
# ``../../core``. Installing the wheel directly would fail
# dependency resolution until ``openbb-core>=2.0.0`` ships to
# PyPI; the wheel is still the artifact uploaded to PyPI by
# the ``publish`` job — this matrix validates the source the
# wheel was built from.
run: |
uv pip install --system -e .
uv pip install --system --group dev
- name: Run unit tests
run: pytest tests --cov=openbb_technical --cov-report=term-missing --cov-fail-under=100
publish:
name: Publish to PyPI
needs: test
runs-on: ubuntu-latest
environment: pypi-openbb-technical
permissions:
id-token: write
steps:
- uses: actions/download-artifact@v4
with:
name: openbb-technical-dist
path: dist
- uses: pypa/gh-action-pypi-publish@release/v1
with:
packages-dir: dist

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@@ -0,0 +1,139 @@
name: 🧪 test openbb-technical
# PR-test for the openbb-technical extension. Triggers when a PR touches
# any file under ``openbb_platform/extensions/technical/`` or this
# workflow itself.
#
# Build-once, test-many: a single ``build`` job produces sdist + wheel,
# then ``lint`` and ``test`` both consume the wheel artifact. Tests
# install from source (``-e .``) so ``[tool.uv.sources]`` resolves
# ``openbb-core[pandas]`` against the sibling repo path — the
# ``openbb-core>=2.0.0`` declared in the wheel is not satisfiable from
# PyPI until that version ships.
on:
pull_request:
branches: [develop, main, v5]
paths:
- "openbb_platform/extensions/technical/**"
- ".github/workflows/test-unit-openbb-technical.yml"
workflow_dispatch:
permissions:
contents: read
concurrency:
group: test-openbb-technical-${{ github.event.pull_request.number || github.ref }}
cancel-in-progress: true
jobs:
build:
name: Build sdist + wheel
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/extensions/technical
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Build sdist + wheel
run: uv build --no-sources
- uses: actions/upload-artifact@v4
with:
name: openbb-technical-dist
path: openbb_platform/extensions/technical/dist/
if-no-files-found: error
retention-days: 7
lint:
name: Lint (ruff + ty)
# ``needs: build`` keeps lint dependent on a clean build. Lint runs
# on the source tree (not the wheel) and uses the editable install
# so ``ty`` sees real types from openbb-core / pandas-ta / scipy.
needs: build
runs-on: ubuntu-latest
defaults:
run:
shell: bash
working-directory: openbb_platform/extensions/technical
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: "3.11"
- run: python -m pip install --upgrade pip uv
- name: Install openbb-technical from source (+ dev group)
# ``-e .`` reads ``[tool.uv.sources]`` and resolves openbb-core
# against the sibling source tree. ``--group dev`` installs
# openbb-devtools (ruff, ty, pytest-asyncio, etc.).
run: |
uv pip install --system -e .
uv pip install --system --group dev
- name: ruff check
run: ruff check openbb_technical tests integration
- name: ruff format --check
run: ruff format --check openbb_technical tests integration
- name: ty check
run: ty check openbb_technical
test:
name: Test (${{ matrix.os }} / Python ${{ matrix.python_version }})
needs: build
strategy:
fail-fast: false
matrix:
include:
- { os: ubuntu-latest, python_version: "3.10" }
- { os: ubuntu-latest, python_version: "3.11" }
- { os: ubuntu-latest, python_version: "3.12" }
- { os: ubuntu-latest, python_version: "3.13" }
- { os: ubuntu-latest, python_version: "3.14" }
- { os: macos-latest, python_version: "3.10" }
- { os: macos-latest, python_version: "3.14" }
- { os: windows-latest, python_version: "3.10" }
- { os: windows-latest, python_version: "3.14" }
runs-on: ${{ matrix.os }}
defaults:
run:
shell: bash
working-directory: openbb_platform/extensions/technical
steps:
- uses: actions/checkout@v6
- uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python_version }}
allow-prereleases: true
- uses: actions/download-artifact@v4
with:
name: openbb-technical-dist
path: openbb_platform/extensions/technical/dist
- run: python -m pip install --upgrade pip uv
- name: Install openbb-technical from source (+ dev group)
# Source install via ``-e .`` reads ``[tool.uv.sources]`` and
# resolves openbb-core[pandas] from the sibling tree at
# ``../../core``. Installing the wheel directly would fail
# dependency resolution until openbb-core>=2.0.0 ships to PyPI.
run: |
uv pip install --system -e .
uv pip install --system --group dev
- name: Run unit tests
run: pytest tests --cov=openbb_technical --cov-report=term-missing --cov-fail-under=100