8 Commits

Author	SHA1	Message	Date
Danglewood	bbf1ab2020	V5 (#7489) ... * [Feature] OpenBB V5: Initial `openbb-core` Refactor (#7482) * initial refactor * ruff does not dictate style * unresolved imports in test action * fix general linting * resolve pandas imports for actions run * httpx in test workflow * pytest-asyncio in test workflow * pandas.Index(...) * max version for windows CI is 3.14 * remove temp refactor files that shouldn't have been committed: * use ruff format instead of black * formatting and typing * tab space helper * test fixtures.. * ty check * also run integration test in CI * remove that annoying labeler action * [V5] `openbb-core`: 100% Test Coverage (#7484) * increase test coverage to exercise 100% of the testable code path in openbb-core * model_fields syntax cleanup * set the environment variable for CI runs * run codeql on v5 branch * more CI env setup * cleanup redundant files * ruff * dedupe workflow trigger * some windows coverage missing * ubuntu integration test job * more windows coverage * test_reference_generator * test_docstring_generator * remove line no references from test function docstrings * clean useless comments from test files * fix polars type check * fix test_obbject * fix test_obbject * package builder fixes * charting pyproject version * fix docstring generator for nested models * missing coverage * [V5] `openbb-core`: Add Backwards-Compatible Layered Config System (openbb.toml) (#7492) * add backwards-compatible layered config system * fix path reference in windows test * need python version-aware handling in docstring generator * update for deprecated pydantic syntax * ruff UP007 * test_system_settings * remove v4 platform workflow * [V5] Refactor `openbb-oecd` for full SDMX 2 API Exposure and V5 Packaging (#7413) * stash some changes * add more robust testing * mypy * point PR at V5 * introduce spec file * codespell * test fix * fix workflow environment setup * fix workflow environment setup * fix workflow environment setup * add pyyaml to dependencies * split lint jobs * fix workflow environment setup * fix workflow environment setup * workflow env setup * workflow env setup * clean up code comments * add auth hook entrypoints * codespell * add codegen feature * codespell * move _unpack into dispatchers for consistency with codegen packages * surface nested models in the response * fix missing coverage in CI * socrata updates * test fix * detect plotly output * add --include and --exclude flags from generate-extension command * refactor openbb-platform-api for V5 operations and spec file handling * delete poetry.lock * add test workflow * add temp branch id for test workflow * add httpx to dev dependencies * add a conftest.py * tweak conftest * tweak conftest * python 3.10 issues * more python 3.10 * more python 3.10 * more python 3.10 * more python 3.10 * fix url template resolution * multi-spec support * fix a windows path issue * merge branch develop * table builder, integration tests, and more * linting * merge branch develop * bit of cleanup * some more updates, cleanup, and apps.json * codespell * black * integration test params and linting * mypy * pylint * black * more pylint * recapture teest cassettes * black again * more linting * table presentation choices * black * fix merge conflict * split up metadata module and reformat cache to use msgpack * mypy * regenerate lock file * use json and include dependencies to make openbb-oecd a standalone install * pylint * more linting * serve metadata as dependency instead of assign and initialize * fix integration_tests_testers to not count dependency injections as paramters * add assets to git ignore * ruff * v5 refactor and publish workflow * test coverage and ty fixes * codespell * update lock file * workflow setup * ty check * workflow setup * Scope PR to OECD changes only Restore non-OECD files in the diff against v5 to their v5 state. The branch was originally created off feature/cli-2 and inherited 186 files of unrelated changes (cli, agent_server, mcp_server, platform_api, core/, .github/workflows/* not oecd). Those have nothing to do with the openbb-oecd v5 refactor and were polluting the PR diff. * scope cleanup: include leaked v5-resident files (general-linting workflow, platform_api test fixtures) --------- Co-authored-by: deeleeramone <> Co-authored-by: Copilot <copilot@github.com> * fix docstring generator and body param unwrapping * project ty.toml file * unpack POST parameters from params: Model * remove comment chatter * [V5] `openbb-oecd`: Rename `oecd_utils` as `oecd` (#7509) * rename oecd_utils to oecd and populate all models there when openbb-economy is not installed * linting * bump dependencies * fix test drift * linter * FieldInfo import * [V5] `openbb-imf`: Refactor for V5 (#7508) * refactor imf extension for V5 * codespell * fix some python 3.10 items * return self on copy of metadata object * [V5] `openbb-news`: Refactor News for V5 and Add Configurable RSS Endpoint (#7507) * refactor news for v5 and add rss endpoint * remove poetry.lock --------- Co-authored-by: deeleeramone <> * [V5] `openbb-quantitative`: Refactor for V5 (#7506) * refactor quantitative for v5 * add factors endpoint and add a few charts --------- Co-authored-by: deeleeramone <> * [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 <> * remove stockgrid provider (#7486) * [V5] remove wsj provider and related code (#7485) * remove wsj provider and related code * purge from metadata * actions * actions * openbb-core publish workflow * delete biztoc (#7523) * [V5] Remove `openbb-alpha-vantage` (#7522) * delete alpha vantage * more files --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * [V5] Remove `openbb-benzinga` (#7521) * delete benzinga * more references --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * [V5] `openbb-bls`: Refactor for V5 + Add Many Endpoints (#7518) * refactor bls for v5, add 100 widgets * some CI fixes * no python 3.15 * fix missing dev group in pyproject.toml * more pyproject fallout * action * refactor econometrics for v5 (#7505) Co-authored-by: deeleeramone <> * [V5] `openbb-famafrench`: Refactor for V5 (#7503) * refactor famafrench for v5 * codespell * finishing touches --------- Co-authored-by: deeleeramone <> * [V5] CLI 2.0 - Pluggable Backends, Non-TTY Default, HTTP Dispatcher, Spec Files + Codegen (#7433) * stash some changes * add more robust testing * mypy * point PR at V5 * introduce spec file * codespell * test fix * fix workflow environment setup * fix workflow environment setup * fix workflow environment setup * add pyyaml to dependencies * split lint jobs * fix workflow environment setup * fix workflow environment setup * workflow env setup * workflow env setup * clean up code comments * add auth hook entrypoints * codespell * add codegen feature * codespell * move _unpack into dispatchers for consistency with codegen packages * surface nested models in the response * fix missing coverage in CI * socrata updates * test fix * detect plotly output * add --include and --exclude flags from generate-extension command * cap test matrix at python 3.14 * no useless comments * platform controller command description split * merge URL overloads from path params * exclude none and unset from model dump --------- Co-authored-by: deeleeramone <> Co-authored-by: Copilot <copilot@github.com> * general-linting * downgrade aiohttp in devtools for vcrpy * some ty items and add requests-types stubs for ty in devtools * markdown linting * remove integration tests from extensions that were moved into the famafrench provider * [V5] `openbb-congress-gov`: Refactor for V5 + Convert To Using Bulk Files Instead of `api.congress.gov`. (#7528) * refactor congress-gov for v5 and use bulk files instead of API with credentials * integration tests * apps tab name * convert caching to sql * codespell * [V5] [BugFix] Fix for Breaking Changes in FastAPI 0.137+ (#7537) * fix route introspection for fastapi 0.137 * recapture oeccd gdp forecast test cassette --------- Co-authored-by: deeleeramone <> * [V5] `openbb-platform-api`: Refactor for V5 Spec, Config, Packaging, Test Coverage (#7494) * stash some changes * add more robust testing * mypy * point PR at V5 * introduce spec file * codespell * test fix * fix workflow environment setup * fix workflow environment setup * fix workflow environment setup * add pyyaml to dependencies * split lint jobs * fix workflow environment setup * fix workflow environment setup * workflow env setup * workflow env setup * clean up code comments * add auth hook entrypoints * codespell * add codegen feature * codespell * move _unpack into dispatchers for consistency with codegen packages * surface nested models in the response * fix missing coverage in CI * socrata updates * test fix * detect plotly output * add --include and --exclude flags from generate-extension command * refactor openbb-platform-api for V5 operations and spec file handling * delete poetry.lock * add test workflow * add temp branch id for test workflow * add httpx to dev dependencies * add a conftest.py * tweak conftest * tweak conftest * python 3.10 issues * more python 3.10 * more python 3.10 * more python 3.10 * more python 3.10 * fix url template resolution * multi-spec support * fix a windows path issue * cap test matrix at python 3.14 * no 3.15 runners for platform-api * no useless comments * platform controller command description split * merge URL overloads from path params * exclude none and unset from model dump * markdown lint * ignore get/post endpoints that are return SSE * fix remaining fastapi 0.137 fallout --------- Co-authored-by: deeleeramone <> Co-authored-by: Copilot <copilot@github.com> * add full support for AsyncIterator response type for streaming output (#7530) * [V5] Refactor Shared Pass Through Router Extensions For Hatchling (#7524) * refactor shared pass-through routers for hatchling and ruff + ty * add publish workflows * [V5] `openbb-charting`: Refactor for V5 and Decouple (#7545) * refactor charting for v5 patterns and decouple entirely * coveragerc * lint and tests * fix tests * configure dev group with openbb-technical * ty * fix cli test * remove 3.15 from test matrix - dependencies are unstable --------- Co-authored-by: deeleeramone <> * fix merge widgets * workflow cleanup" * fixes for ty * fogot that file * general lint setup * consolidate lint job * remove seeking alpha provider (#7570) * remove tradier provider (#7573) * remove tiingo provider (#7574) * remove intrinio provider (#7575) Remove the openbb-intrinio provider extension from the repository. Reason: proprietary vendor with no internal access to any endpoint; cannot build, develop or maintain. * remove yfinance provider from repo (#7576) * fix(cli): resolve modular OpenAPI references (#7586) Fixes #7585 * [V5] `openbb-cli`: Modular OpenAPI Refs (#7589) * follow up to #7585 * add another codegen test * unused ty ignore * Update generated tests to get python parameter names instead of raw API-provider parameter names. (#7597) * Update the record-vs-envelope heuristic in the payload processing code to not treat a record that happens to have a list datatype as an entire envelope. (#7598) * Update class generation code to handle empty data that php-style serialization emits as []. (#7599) * fix ty check failures exposed by newer version * add drugs.com and brutalist as news rss feeds (#7602) Co-authored-by: deeleeramone <> * codespell * missing test coverage that appeared in famafrench.. * plotly 7 handling for mapbox namespace change * remove finviz (#7577) * remove trading economics provider (#7578) * remove openbb-multpl from repository (#7610) * add httpx2 to devtools for starlette test client * restore test coverage to 100% in openbb_core * remove fmp provider extension from repository (#7665) * unpin ruff * fix charting conftest and missing coverage in 3.10 * add charting coverage * fix new ty issues * fix tag grouping in swagger docs * [V5] `openbb-ecb`: Refactor for V5 and Expand Coverage (#7560) * refactor openbb-ecb for v5 and expand coverage * some updates * tests * workflow * remove 3.15 from test matrix * some more table schema updates * remove some html chrome on embedded articles --------- Co-authored-by: deeleeramone <> * [V5] `openbb-federal-reserve`: Refactor for V5 + FFIEC & Regional Fed Routers (#7561) * refactor for v5 * add workflows * fix bhcpr schema * fix pyproject.toml * fix test * codespell * ty * fix pyproject * fix ci environment * fix ci environment * convert documents endpoints to use fedinprint service * codeql fix * fix ny publications and add ny nowcast * [V5] `openbb-eia`: Refactor for V5 + Add Full API Implementation (#7584) * eia refactor for v5 * add test and publish workflows * data browser state * fix workflows * more workflow test items * temp files in tests * more fixes * more browsers * fix codeql issues * fix mer state and ensure multi-user capability * uv lock * table bridge * fix electricity browser state * convert HTML widgets to iFrame * fix recursion error in workspace mcp * [V5] `openbb-government-us`: Refactor for V5 + Move `uscongress` (#7604) * v5 government_us provider * workflow files * ty and add xlrd to pyproject * shrink test cassettes * dev dependencies * wheel packaging and more tests * python 3.10 thing..? * fix test * default state for multiselect dropdowns * replace congress html widgets with iframes * fallback to congress api for congress before 108 * ensure member passage voting count populates * [V5] Feature: Add JODI World Oil & Gas Database (#7593) * add the JODI oil and gas database as a provider/router extension * lint fixes * add grouping to apps.json --------- Co-authored-by: deeleeramone <> * [V5] `openbb-cftc`: Refactor for V5 + Add OIS, Forward Curve, and FX Trade Analysis (#7615) * refactor openbb-cftc for v5 * add SHIBOR to fixings --------- Co-authored-by: deeleeramone <> * fix for plotly 7 breaking change to schemas * [V5] `openbb-tmx`: Refactor extension for V5 (#7668) * refactor tmx provider for v5 * fix tests.. * fix tests stack trace exposure * fix workflow setup * [V5] `openbb-nasdaq`: Refactor provider for V5. (#7670) * refactor nasdaq provider for v5 * add workflows * ty fix * [V5] `openbb-fred`: Refactor as V5 extension. (#7669) * refactor fred extension for v5 * fix markdown MD037 lint error in README * codespell * [V5] `openbb-cboe`: Refactor for V5 + Add Payoff Diagrams (#7617) * refactor cboe for v5 * use zoneinfo instead * fix test * some fixes related to the cache access * fix a couple of tests * fix the test coverage * [V5] `openbb-deribit`: Refactor provider for V5 (#7674) * refactor openbb-deribit for v5 * restructure the optimizer around the published combos data and add integration test suites * fix markdown lint errors * remove openbb-econdb provider (#7675) * codespell * [V5] `openbb-sec`: Refactor for V5 (#7525) * refactor openbb-sec for v5 * linting * ty * normalize compare_company_facts * add workflows * python 3.10 fix * add more thorough url validation and tests * ty check * ty for python 3.10 * reconfigure with apps * temp pyproject overrride * pyproject * pyproject * pyproject * codespell * pyproject * fix uk schema file links in schema_files * test coverage * test_cli * port #7547 into this pr * no hard coded prefix * improve filing rendering capabilities * fix xml text detection * make codeql happy * missed a file in the commit * test coverage * codespell * fix flakey test * some updates * management_ownership --> management_profiles * proxy statement markdown * ruff * fix test coverage * more tests * test coverage * fix lint errors * Add SEC adviser search, profile, and universe routes (#7559) * Add SEC institutional data fetchers * Add SEC filing index and Form D routes * Add SEC investment adviser people data * Expose SEC adviser and institutional routes * fix(sec): address adviser review feedback * refactor(sec): narrow adviser support to IAPD search * feat(sec): add adviser firm and individual searches * feat(sec): add adviser profile drill-down * fix: repair pre-commit configuration * feat(sec): add adviser universe route * feat(sec): expose complete Form ADV data --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * fix test coverage --------- Co-authored-by: deeleeramone <> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * [V5] `openbb-finra`: Refactor for V5 (#7676) * refactor finra provider for v5 * add workflows * fix tests * fix lint errors * [V5] Update Repository License to Apache 2.0 (#7677) * change license to Apache 2.0 for V5 * codespell * bump devtools and repoint pyproject.toml * Enterprise Flask Migration Toolkit (#7264) * feat: Add Flask-to-OpenBB enterprise migration toolkit - Implement Router.from_flask() for zero-touch legacy API conversion - Enable 4-hour migration vs 6-month traditional rewrite (80% cost reduction) - Generate FastAPI endpoints from Flask routes with automatic type validation - Support enterprise consulting services and custom integration workflows Demonstrates OpenBB's competitive advantage for institutional client migrations. Complements existing Workspace applications like Open Portfolio suite. * chore: Resolve .gitignore conflict and add common ignores * refactor: implement Phase 1 Flask integration architecture- Move Flask conversion logic to openbb_core.app.utils.flask- Add Flask detection to extension_loader - Integrate with OpenBB's core extension system- Add Flask dependency validation with sys.modules checkingAddresses @deeleeramone's architectural feedback for native OpenBB integration. * docs: add Flask direct entry point demos- demo_direct_flask_entry_point.py: shows direct Flask instance reference- example_pyproject_flask_entry.toml: demonstrates pyproject.toml configurationSupports new architecture eliminating wrapper extensions. * Implement Phase 1 Flask adapter per code review feedback - Minimal working implementation with Flask detection and router creation - Removes complex code generation logic for focused Phase 1 delivery - Establishes foundation for Phase 2 route conversion features * Fix Flask integration: Replace missing FlaskToOpenBBAdapter with WSGIMiddleware - Remove FlaskToOpenBBAdapter which was not implemented - Use FastAPI's WSGIMiddleware to mount Flask apps directly - Update extension_loader to use returned Router object - Convert utils.py to utils/__init__.py to support flask submodule - Addresses PR review comment about unhandled AttributeError * Address PR review feedback: fix Flask imports and remove unused files - Revert .gitignore to upstream/develop - Remove AI-generated demo/example files and flask_adapter extension - Move Flask/werkzeug imports inside conditional blocks to avoid ImportError - Use lazy imports via __getattr__ in utils/flask/__init__.py - Add Flask tests with @pytest.mark.skipif markers * Force APIRouter.include_router to propagate Mount paths instead of dropping them. (#1) This change ensures that mounted ASGI applications (such as Flask apps wrapped in WSGIMiddleware) are not dropped when `APIRouter.include_router` is called. Previously, while the initial load in `ExtensionLoader` worked as expected, the `Mount` objects were ignored by FastAPI's default inclusion logic. This caused the mounted elements to be lost during the final application assembly, resulting in 404 errors for the Flask routes. This fix overrides the inclusion logic to manually propagate `Mount` objects downstream. * feat(flask): Add metadata layer for OpenAPI documentation Enhance Flask-to-OpenBB converter with structured docstring parsing: - Parse Google-style docstrings (summary, description, params) - Extract parameter descriptions from Args section - Pass metadata to Router.command() for rich OpenAPI docs This addresses PR feedback to provide tangible benefit by generating comprehensive API documentation for migrated Flask routes. * feat(flask): Implement manual OpenAPI spec generation and attachment - Add FlaskParam and FlaskRouteInfo TypedDict for type-safe metadata - Implement OpenAPISpecGenerator for Flask→OpenAPI conversion - Extract route metadata via FlaskIntrospector - Attach generated spec to router.openbb_openapi_spec_ext - Add unit tests (3/3 passing) Addresses WSGI/mount boundary issue where Router.command metadata cannot propagate through WSGIMiddleware. Spec attached to router instance for downstream OpenAPI assembly. Resolves maintainer feedback on PR #7264 * feat(flask): Implement FlaskMountRegistry for multiple mount support - Add FlaskMountRegistry class for centralized OpenAPI spec management - Replace router.openbb_openapi_spec_ext with registry pattern - Support multiple Flask apps at different mount prefixes - Automatic path rewriting in aggregated OpenAPI specs - Add registry test case (4/4 tests passing) Addresses @deeleeramone's feedback on PR #7264 regarding router attribute fragility and multiple mount support. Registry provides lifecycle-independent state management and enables enterprise scenarios with multiple Flask apps. Resolves: OpenBB-finance/OpenBB#7264 (partial) * feat(core): load Flask apps as openbb_core_extension WSGI sub-apps A Flask app referenced directly by an openbb_core_extension entry point is mounted via WSGIMiddleware and its routes are introspected into openapi.json (operationId/widgetId/mcp_tool, parameters, request bodies, security, widget_config and HTML widgets) so the widget factory and MCP server can discover them. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * test(core): 100% coverage for flask utils + flask dev dependency Add branch-coverage tests for the Flask integration package (introspection, AST analysis, docstrings, OpenAPI generation, registry, loader, detection) and declare flask as a dev dependency so the suite runs in CI. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * fix(flask): treat f-string returns as HTML responses * fix(flask): mount via a2wsgi instead of deprecated starlette WSGIMiddleware - add openbb-core[flask] extra (flask, a2wsgi); a2wsgi resolved through require_optional - run the WSGI serve test through mount_flask_extensions; drop httpx importorskip - core CI installs [pandas,flask] and httpx2 Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> * test(flask): cover failed entry point loads; narrow optional types for ty Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: deeleeramone <> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> * perf(core): vectorize the date conversion in `basemodel_to_df` (#7622) * perf(core): vectorize the date conversion in basemodel_to_df basemodel_to_df ran three per-element Python passes over the date column of every payload it converted. Series.apply(to_datetime) calls pandas.to_datetime once per row, and because each call receives a lone scalar with no format hint, pandas also re-runs its datetime format guesser on every row. Parse the column in one call instead, and use vectorized comparisons for the all-midnight test and the reduction to datetime.date. The element-wise parse is kept as a fallback for one case that the vectorized path cannot represent: a column mixing UTC offsets, such as a series crossing a daylight-savings boundary. Parsing per element lets each value keep its own offset and yields an object column of tz-aware Timestamps, whereas a single to_datetime call over that column raises "Mixed timezones detected". That behaviour is covered by test_to_df_daylight_savings and is preserved exactly. Measured on a payload built through EquityHistoricalData, median of 9 under an exclusive CPU lock: 250 daily bars 8.92 ms -> 1.46 ms 1,000 daily bars 32.93 ms -> 3.13 ms 5,000 daily bars 162.25 ms -> 12.23 ms * fix a broken test - unrelated to this PR... --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: deeleeramone <> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com> * fix lint errors * fix oecd lint error * [V5] `openbb-mcp-server`: Refactor for v5 - Spec, Config, Packaging, Test Coverage (#7495) * stash some changes * add more robust testing * mypy * point PR at V5 * introduce spec file * codespell * test fix * fix workflow environment setup * fix workflow environment setup * fix workflow environment setup * add pyyaml to dependencies * split lint jobs * fix workflow environment setup * fix workflow environment setup * workflow env setup * workflow env setup * clean up code comments * add auth hook entrypoints * codespell * add codegen feature * codespell * move _unpack into dispatchers for consistency with codegen packages * surface nested models in the response * fix missing coverage in CI * socrata updates * test fix * detect plotly output * add --include and --exclude flags from generate-extension command * refactor mcp server for v5 * test action * fix tests * tests * test fixture name * revert: drop unrelated provider/README changes from mcp-server refactor Strip the changes to ``README.md`` and ``openbb_platform/providers/{imf, tradingeconomics,yfinance}`` that snuck into 4ac3602 (refactor mcp server for v5). Those files are out of scope for the mcp-server work and were modified inadvertently — restore them to their pre-4ac3602 state. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * tests and workflows * fix workflow * tests and workflows * tests and workflows * tests and workflows * tests and workflows * beartype shim for 3.15 * muck around with beartype for 3.15 * muck around with beartype for 3.15 * no 3.15 runners for mcp-server * update skill files * cap test matrix at python 3.14 * merge branch v5 * no useless comments * platform controller command description split * merge URL overloads from path params * exclude none and unset from model dump * refactor for fastmcp4 * wrap markdown lines that are too long --------- Co-authored-by: deeleeramone <> Co-authored-by: Copilot <copilot@github.com> Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * update pre-commit, noxfile, and uv locks * fixes for docstring generation * test coverage * fix cli renderer helper with figure object JSON * fix the figure font when rendered * refactor cookiecutter * bump cookiecutter packagge version * fix sec test by adding fixture * fix desktop environments test * fix(cli): inherit path-item-level OpenAPI parameters (#7606) * fix(cli): inherit path-item-level OpenAPI parameters OpenAPI 3.x lets a Path Item Object declare `parameters` shared by every operation under that path, with operation-level entries overriding them by (name, in). The codegen read only `op.get("parameters")`, so inherited parameters were dropped silently — the generated command kept the URL template but had nothing registered to fill it. Real-world impact: the Xero Accounting API declares its required `xero-tenant-id` header once per path item across all 138 paths. Before this change `build_command_spec` produced 78 commands and none carried the header, so every generated command 403s. Nothing warned. Adds `operation_parameters()`, which merges the two levels and dereferences both, and routes the pre-computed spec path (`build_command_spec`) and the interactive path (`build_command_index` -> `build_parser_from_operation`) through it. Unresolvable refs, non-dict entries, and nameless parameters are skipped as before. Specs without path-item parameters are unaffected. * fix(cli): narrow path-item inheritance to path and query parameters Per review: headers do not translate into a Python interface function, and outbound headers are transport configuration (SystemSettings.PythonSettings.http.headers, the CLI's -H) or a security-scheme concern — not a per-command argument. Path-item `in: header` and `in: cookie` entries are now dropped rather than inherited. Operation-level parameters are untouched, so an operation that declares its own header keeps today's behavior. Scope is now only what cannot be supplied any other way: `in: path` and `in: query` parameters declared on the Path Item Object. * fix(cli): merge allOf compositions in response schemas Response-schema $refs were already expanded by deref_schema, but a schema whose top level is an allOf composition was left unflattened. The properties live inside the members, so a consumer reading them off the composition finds none. fetcher_gen._data_schema looks for `properties.results`, gets nothing, and falls through to _unwrap_schema_envelopes, which handles oneOf and anyOf but not allOf. The generated Data model ends up with no fields. Codat's listBills response is `allOf: [{properties: {results}}, {properties: {_links, pageNumber, pageSize, totalResults}}]`, which produced an empty model. merge_allof collapses a composition of object subschemas into one object schema: properties unioned with the first declaration winning on conflict, required unioned, and sibling keywords on the allOf node outranking members. A composition that is not a plain intersection of object subschemas (a member carrying its own oneOf/anyOf, or a non-object type) is returned unchanged rather than flattened into something the spec does not describe. Nested compositions are merged too, so a $ref inside a merged member still resolves. Applied to extract_response_schema and extract_response_schemas. Measured across five specs that use the pattern, counting operations whose response schema exposes readable properties: 244 of 588 before, 394 after (Codat Accounting 36 to 88, Codat Banking 0 to 8, Codat Commerce 1 to 11, Rebilly 62 to 104, Box 145 to 183). * fix(cli): merge allOf compositions in request body schemas Same gap as the response side. request_body_parameters needs `type: object` or `properties` to flatten a body into parameters, and an allOf composition carries neither, so a POST or PUT generated from one gets no body parameters at all. extract_request_body_schema now runs merge_allof after deref_schema, matching extract_response_schema. Across the same five specs, counting request bodies that produce parameters: 138 of 206 before, 177 after (Codat Accounting 1 to 26 of its 30 bodies, Rebilly 50 to 63, Box 87 to 88). * fix(cli): stop annotation keywords blocking an allOf merge _mergeable_allof_members required every member's keys to come from a small whitelist, so any unrecognized keyword disqualified the whole composition. Codat's PagingInfo carries `definitions` next to its properties, which meant the live Codat-Accounting.yaml never merged and its response models stayed empty. The APIs.guru copy of the same API omits that key, which is why the earlier measurements looked clean. The check is now a blocklist. A member blocks the merge when it carries its own combinator (oneOf/anyOf/allOf/not), an unresolved $ref left by a cycle, a scalar or array constraint (enum/const/items), or a type other than object. Annotation keywords that do not affect the intersection (title, description, examples, definitions, additionalProperties, vendor x- keys) no longer block it, and are dropped from the merged result along with the members. On the live Codat spec, operations whose response schema exposes readable properties go from 36 of 127 to 114. Across the five specs measured earlier: 244 of 588 before, 488 after (was 394 under the whitelist). Corpus check over 2,816 response and request-body extractions in 6 specs: 567 changed, every one attributable to an allOf in the pre-merge output, 0 unexplained. Twilio declares no allOf compositions and is unchanged. * fix(cli): emit a name once when it is both a parameter and a body property _signature_params appended request-body properties and then operation parameters without deduplicating, so a name declared in both places produced two function parameters with the same name and the generated module raised SyntaxError. Codat's push endpoints hit this: /push/bankAccounts/{accountId}/bankTransactions declares accountId as a path parameter and repeats it in the request body, so connections.push.bankAccounts.bankTransactions generated `accountId: str` and `accountId: str = None` in one signature. The operation parameter wins, since it carries the path placeholder and its own required flag. The request payload is unchanged: _render_body_block derives body fields from request_body_schema rather than from this list, so accountId is still sent in the body. This predates the path-item and allOf work in this PR. On origin/v5 the same spec produces the same duplicate; on this branch the Codat spec generates 91 commands with 0 duplicated signatures, down from 1. * fix(cli): use the safe identifier for keyword-named body properties _render_body_block already writes `{'from': from_}`, keying the payload by the wire name and reading a safe identifier, but _signature_params declared the raw name. A body property named after a Python keyword therefore emitted `from: str = None` and the generated module raised SyntaxError. This did not fire before the allOf work in this PR, because a composed request body produced no body parameters at all. Codat's Transfer body is such a composition and has a `from` property, so connections.push.transfers started generating invalid syntax once the body flattened. _signature_params now emits safe_field_name(name)[0], the same helper fetcher_gen and pydantic_gen already use. The body/query split in _render_body_block compares against the safe names too: it previously matched signature names against wire names, so `from_` was not recognized as a body field and leaked into the query string as a `from_` parameter. End to end on Codat-Accounting.yaml, generating the full extension and byte compiling every emitted module: 136 files, 0 failures. origin/v5 emits 1 file that does not compile (duplicate argument 'accountId'). Known gap left alone: an operation parameter named after a keyword would still break, since the query and path lines use the raw name as a local variable. None of the five specs checked declares one. * fix(cli): do not treat instance data as schema, and sanitize POST identifiers Two defects found by generating extensions from real specs and byte compiling every emitted module. merge_allof and deref_schema walked every value in a schema dict, including keywords that hold instance data rather than subschemas. A `default` of `{"allOf": [{"a": 1}, {"b": 2}]}` was rewritten to `{"type": "object"}`, and a `$ref` key inside an example was resolved as if it were a reference. Both now copy `default`, `example`, `examples`, `enum`, `const` and vendor `x-` values through untouched. _signature_params emitted operation parameter names verbatim, so a wire name that is not a Python identifier produced invalid syntax. Rebilly declares an `Organization-Id` header and a `REB-APIKEY` security header, which emitted `REB-APIKEY: str = None`. It now uses safe_field_name, matching fetcher_gen, and _render_body_block keys the query dict by the wire name while reading the safe identifier so the request is unchanged. This surfaced through the allOf work rather than being caused by it: a composed request body used to yield no properties, so `has_body` was false in package_gen and the command was generated as a GET fetcher, where identifiers were already sanitized. With bodies flattening, 14 of Codat's 24 POST endpoints correctly move to the POST path, which had never been exercised by these specs. Generating the full extension and compiling every module: Codat-Accounting.yaml v5: 1 failure branch: 0 (136 files) Rebilly 2.1 v5: 14 failures branch: 1 (97 files) The one remaining Rebilly failure is `async def 3dsecure(` in the router, which fails identically on v5. Sanitizing that is a naming decision about the command surface, so it is left alone here. Known gap: a non-credential header parameter is still placed in the query string on the POST path. Pre-existing, and unchanged by this PR. * fix(cli): resolve signature collisions on the emitted identifier The previous dedupe compared wire names, but the failure it prevents depends on the sanitized identifier. Two wire names can collapse onto one (`from` and `from_`, `Organization-Id` and `Organization_Id`), and operation_parameters keeps a name declared twice under different `in` locations by design, so both cases could still emit a duplicate argument. _signature_params now tracks the identifiers it has emitted and skips anything that would repeat one. Emission order is unchanged, so existing signatures are byte-identical; only genuinely colliding names are dropped, and operation parameters still win over body properties. Neither collision occurs in Codat-Accounting.yaml or Rebilly 2.1. This closes the class rather than the instance, since the instances are what this PR has been finding. Generation unchanged: Codat 136 files 0 failures, Rebilly 97 files 1 failure (`async def 3dsecure(`, identical on v5). * test(cli): cover the instance-data guard, and drop a redundant branch Mutation checking the new tests (revert each fix, confirm its test fails) found two problems with the previous commits. The guard that stops merge_allof and deref_schema from walking into `default`, `example`, `enum`, `const` and vendor values shipped with no test at all. It is now covered from both directions: a default holding an `allOf` key keeps its value, and a `$ref` inside a default stays a literal while a real reference beside it still resolves. The body-property loop also carried a redundant check. It tested the raw wire name against the operation parameter names before testing the sanitized one, but `operation_param_names` holds both forms and `safe_field_name` is idempotent on identifiers, so the first test could never fire alone. Reverting it left every test passing, which is what surfaced it. Removed, and the sanitized name is now computed once. All nine mutations are caught by the suite: both data guards, the allOf blocklist in each direction, the response merge wiring, body/parameter precedence, the keyword identifier, the body/query split and the emitted-identifier dedupe. cli/tests at 1,954 passed against the same 80 environment failures as the base. Generation unchanged: Codat 136 files 0 failures, Rebilly 97 files 1 failure. * fix(cli): route required path-item headers/cookies through credential handling * fix(cli): narrow Popen.stdin/stdout for ty in run_in_obb fixture --------- Co-authored-by: deeleeramone <> * fix warnings raised by federal_reserve on some xlsx workbook parsing * fix publish workflows * test publish pipeline with openbb-core-v2.0.0rc0 (#7681) * fix publish workflows with missing tag job, some tests and bump fastapi * fix python 3.10 test failure in core * actually fix python 3.10 test failure in core * deincrement openbb-core version to allow release pattern * bump core version (#7682) * remove uv.sources from pyproject.toml files and point to openbb-core-2.0.0 on PyPI * remove oecd cache asset that wasn't supposed to be commuitted * remove poetry.lock, update pyproject.tml and uv.lock for openbb-platform-api-v2.0.0 (#7684) Co-authored-by: deeleeramone <> * add the missing publish-openbb-platform-api.yml workflow file * remove poetry.lock, update pyproject.tml and uv.lock for openbb-platform-api-v2.0.0 (#7685) Co-authored-by: deeleeramone <> * fix the tag generation after publish * [Release] `openbb-charting-v4.0.0` (#7686) * up openbb-charting to 4.0.0 and fill missing test coverage in chart_style * test coverage and format markdown files --------- Co-authored-by: deeleeramone <> * remove scikit-learn from dependencies, update tests, and format markdown files (#7687) Co-authored-by: deeleeramone <> * [Release] `openbb-cli-v2.0.0` (#7692) * fix missing test coverage in openbb_cli * fix conftest --------- Co-authored-by: deeleeramone <> * add missing publish-openbb-cli.yml workflow * [Release] `openbb-cli-v2.0.0` (#7693) * fix missing test coverage in openbb_cli * fix conftest --------- Co-authored-by: deeleeramone <> * test fixes for cli... * [Release] `openbb-cli-v.2.0.0` (#7694) * fix missing test coverage in openbb_cli * fix conftest --------- Co-authored-by: deeleeramone <> * fix hanging mcp server test * [Release] `openbb-mcp-server-v2.0.0` (#7695) Co-authored-by: deeleeramone <> * update uv.lock (#7696) Co-authored-by: deeleeramone <> * release openbb-commodity-v2.0.0 (#7697) Co-authored-by: deeleeramone <> * update uv.lock (#7698) Co-authored-by: deeleeramone <> * update uv.lock (#7699) Co-authored-by: deeleeramone <> * update uv.lock (#7700) Co-authored-by: deeleeramone <> * [Release] `openbb-econometrics-v2.0.0` (#7701) * update uv.lock * update pyproject.toml --------- Co-authored-by: deeleeramone <> * update uv.lock (#7703) Co-authored-by: deeleeramone <> * update uv.lock (#7702) Co-authored-by: deeleeramone <> * update uv.lock (#7704) Co-authored-by: deeleeramone <> * update uv.lock (#7705) Co-authored-by: deeleeramone <> * update uv.lock (#7706) Co-authored-by: deeleeramone <> * [V5] Fix a Number of V5 Bugs (#7707) * fix a number of v5 bugs * fix lint error * more lint * fixes for quantitative, technical, charting, famafrench for version bumps --------- Co-authored-by: deeleeramone <> * update uv.lock (#7709) Co-authored-by: deeleeramone <> * update uv.lock (#7708) Co-authored-by: deeleeramone <> * update uv.lock (#7710) Co-authored-by: deeleeramone <> * update uv.lock (#7711) Co-authored-by: deeleeramone <> * [Release] `openbb-cboe-v2.0.0` (#7713) Co-authored-by: deeleeramone <> * update uv.lock (#7714) Co-authored-by: deeleeramone <> * update uv.lock (#7717) Co-authored-by: deeleeramone <> * [Release] `openbb-ecb-v2.0.0` (#7715) * update uv.lock * update uv.lock --------- Co-authored-by: deeleeramone <> * update uv.lock (#7718) Co-authored-by: deeleeramone <> * update uv.lock (#7719) Co-authored-by: deeleeramone <> * update uv.lock (#7720) Co-authored-by: deeleeramone <> * add missing publish-openbb-fred.yml to repo * update uv.lock (#7723) Co-authored-by: deeleeramone <> * update uv.lock (#7722) Co-authored-by: deeleeramone <> * update uv.lock (#7716) Co-authored-by: deeleeramone <> * update uv.lock (#7724) Co-authored-by: deeleeramone <> * update uv.lock (#7726) Co-authored-by: deeleeramone <> * [Release] `openbb-fred-v2.0.0` (#7725) * update uv.lock * fix tests and dependencies * fix test_fred_fetchers --------- Co-authored-by: deeleeramone <> * [Release] `openbb-imf-v3.0.0` (#7727) * update uv.lock * fix tests and dependencies * fix test_fred_fetchers * bump openbb-imf version to 3.0.0 --------- Co-authored-by: deeleeramone <> * update uv.lock (#7729) Co-authored-by: deeleeramone <> * update uv.lock (#7728) Co-authored-by: deeleeramone <> * update uv.lock (#7730) Co-authored-by: deeleeramone <> * update uv.lock (#7731) Co-authored-by: deeleeramone <> * update uv.lock (#7732) Co-authored-by: deeleeramone <> * update uv.lock (#7733) Co-authored-by: deeleeramone <> * cookiecutter pyproject and lock * update pyproject.toml (#7734) Co-authored-by: deeleeramone <> * update pyproject.toml (#7735) Co-authored-by: deeleeramone <> * update uv.lock (#7736) Co-authored-by: deeleeramone <> * fix some sec issues, allegedly (#7737) Co-authored-by: deeleeramone <> * update uv.lock (#7738) Co-authored-by: deeleeramone <> * update main pyproject.toml * lint fixes * update assets (#7739) Co-authored-by: deeleeramone <> * [Release] `openbb-v5.0.0` (#7740) * update assets * add missing workflow --------- Co-authored-by: deeleeramone <> --------- Co-authored-by: Copilot <copilot@github.com> Co-authored-by: deeleeramone <> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Dex <i@dex.moe> Co-authored-by: Monte Hoover <monte.b.hoover@gmail.com> Co-authored-by: Boris Li <65254053+BorisQuanLi@users.noreply.github.com> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Lucas Zimmermann <lucaszmayer@gmail.com>	2026-09-29 14:45:53 +00:00
Theodore Aptekarev	8b95d19b43	OpenBB Platform v4 (#5225) ... * change location * check something * add cache * fixed auth w/@IgorWounds and @montezdesousa * fixes for econometrics * include Darren auth suggestions * some routers included if dev + chg hub backend var * coverage router should not be here * update docker readme * forgot to check auth here * Change extension imports * update docstrings and readme * headers function wasnt being called, just referenced * relative import * econometrics add headers everywhere * Fix QA * Fix TA * Fix test * Fix python interface QA and TA * Lint * Cleanup * Change path * make the changes and some etf models * tests for command_runner * ruff * solving naming issues on pytest * Update some docstrings, fix typos and lint * solving econometrics instantiating wrong openbb * chaging the way pytest runs * messing around with the imports * ruff * Change template to add platform considerations (#5533) * change template to add platform considerations * @the-praxs suggestions * solving __pycache__ issue * removing typo * ci yml * making linters happy (i guess) * Improve Omega Ratio and docstrings * chaging pro validation hash * ruff * Fix OLS Summary and lint * Add OECD Provider for economy extension (#5534) * Add record to docs * update a couple of cboe models * Fix econometrics bugs. Make tests pass. Lint. * black * ruff * pydantic v2: remove deprecated Extra * pydantic v2: self.dict -> self.model_dump * revert pydantic * revert the revert * try 1: pin urllib3 < 2 * Revert "try 1: pin urllib3 < 2" This reverts commit 3736c311cb. * Revert dep * Fix * re-lock * Skip all tests when doing cspell in pre-commit * Resolve linter errors * Add OECD to install script * Add OECD * Resolve more linter errors * Exclude static files of v4 python from ruff * More linting * Another attempt to resolve even more linting errors * Change how Literal is used * ticker. symbol. consistent. @piiq * change ticker field in Stock Search to is_symbol * Update Cboe model for stocks_search -> is_symbol parameter. * Fix issue * Lint * Small QA to rename SDK to Platform (#5544) * SDK -> Platform in docs * renamed in core * renamed in openbb `init` * `sdk` variable renamed as `platform` --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * `validator` -> `field_validator` in standard models * Standard convention for multi-ticker symbols (#5549) * standardize symbol input param in forex and crypto historical data * static * linting * Fix stock_search integration test params * Update dependencies and linting on the CI (#5550) * Remove ruff and black from platform dependencies * Update codespell configuration * Lint python code * Add toml and tomli to root dev dependencies * Update requirements.txt files * Fix buggy docstring in python package methods (#5548) * fix buggy docstring for methods * remove space * fix typing * avoid name collision with validator * Revert "avoid name collision with validator" This reverts commit 8a30a44555. * typing * rebuild * python 3.8, ParamSpec not available * lint * ruff noqa * Merge with develop (#5551) * Charting extension integration tests (#5547) * initial proposal for integration tests on the charting extension * int tests for charting generation * python generator * ruff * boilerplate templates * python tests * tests for the api * using body instead so data don't get redefined * unit tests for coverage * ruff * docstrings * unnecessary access to keys() * Add trading economics economic calendar * dev install * Data Models disposition on the website (#5538) * pydantic v4 * flat structure * md files * Revert "md files" This reverts commit bd2170e2ad. * improve command descriptions * nice title and description * human readble data model names on left panel * implementation details section * content markdown files * markdown versioned files * showcase page * updates --------- Co-authored-by: tehcoderer <me@tehcoderer.com> * everything except tests * fix `datetime.date` import in fetcher test * modified url to remove `api_key` placeholder * record test * api key is called c here * fixed fetcher test for api key * recorded tests * refactor * life is ruff * codespell * Make Intrinio options chains great again (#5540) * add multithreading * cleanup * linting * use dateutil.parser * removed `TICKER_EXCEPTIONS` * modified `date` and `type` fields in standard model * set alias for `date` and `type` to match standards * static * static * Hotfix/fix post tests (#5555) * Fix econometrics * Fix ta * Fix qa. Remove intrinio to not be rate limited * Lint * Fix typo * obbject tests (#5558) * obbject tests * ruff * fix dev_install * fix unittests * black on nox * black on nox * nox * fix fetcher test so it can compare dates * fix intrinio tests * ruff * change to model_dum() instead (#5561) * Passing tests (#5560) * Passing tests * fix options * Fix most tests and bugs * fix forex missing params * make symbol upper in polygon fx pairs * fix fixedincome integration tests (#5564) * Fixing charting api integration tests (#5562) * fixing charting api integration tests * black * fix stocks less five API fails * fix the 5 failing stocks integration tests * recapture fmp stock news unit test * fix fmp forex api test * couple more forex integration fixes * changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change * ruff * fix ta * add missing param * fix testers for the api * fix globalnews to use images instead of image * remove unncessary pandas import * econcal int tests * update gitignore * fix get_querystring to support lists * add missing parameters --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * Stock Historical standardization and UX improvements (#5457) * polygon add interval standard param * attempt at standardization * Alpha Vantage params standardization * rename `get_intervals` and fixed bug for extracting wrong value * missed changing it in `extract_data` * linting * polygon cleanup * modified `start_date` & `end_date` type to `datetime` from `dateType` * standardized intrinio stock historical params * fixed yfinance * linting * revert start and end date to dateType from datetime * fix alpha vantage * changed param * fix intrinio infinite loop * `validator` is `field_validator` * revert time params and fixed intervals * `outputsize` alias set in `Field` * set interval description using in-build dict * yfinance stock param standardization * static * intrinio cleanup * Polygon add api params as `PrivateAttr` * modified yfinance params to `PrivateAttr` * intrinio remove overriding date params * fixed description for AV adjusted param * fix alpha vantage intraday not working * re-record and pass unit tests * pass integration tests * Update test --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Fix econcal endpoint (#5567) * fix econcal for python interface * fix econcal tests * fix non supported json output * Fixes FMP index endpoint to get 1 day interval data (#5535) * fix FMP endpoint for getting index data for `1day` interval * fix `open` type to prevent validation error * modifed `validator` to `field_validator` * type of fields is `StrictFloat` * re-record and pass test * linting * `validator` -> `field_validator`, a3'd everything * Fix regression in tests. Lint * updating the integration test actions * Fix typo * Fix typo * Fix import * Publish versions `a3` to Pypi (#5568) * bump versions and script to publish * small improvements * uncomment exception * openbb * publishing guidelines * improve docs * add providers to economy api * make symbol required in stock_quote * Fix keys * Fix oecd * add comma * revert * Add quotes * Sleep * Improve tests * Improve * Feature/query transform (#5566) * inject query into transform_data * swap query and data * update missing fetchers * last test failing * sig test fetcher * black * av add `query` to `transform_data` call * transform_data: missing refactoring * fix uvicorn command in the doc * Automated examples (#5576) * Automated examples * Fix bug * Lint * static assets built on 3.8 * Revert "static assets built on 3.8" This reverts commit fb82ff7bd9. * remove assets * static assets on 3.8 * static assets on 3.8 * Wrap in quotes * Improve wrap * minor fix * rebuild 3.8 * Fix bug * Fix edge case * Lint * rebuild --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * use SecretStr for sensitive fields (#5578) * use SecretStr for sensitive fields * fix * docstring * Add tests for provider (#5583) * Add tests for provider * Test standard models * Lint * Fix standard model issues. Co-authored-by: @the-praxs * linting * `symbol` -> `is_symbol` in `economy.index_search` * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546) * add biztoc provider * duplicate field * black * request headers * recapture test * move stuff around * add integration tests * duplicate OECD entry in dev_install * duplicate entry for oecd in pyproject.toml * Add Biztoc to workflow * update readme: credentials * Add Preferences to README * improve tests * fix biztoc * obbject pylint * Bug fix: serializ SecretStr before dumping to json * export credentials as json (#5592) * Check for wrong, changed, or outdated params. (#5597) * Improving `economy.cpi` for the FRED data (#5602) * remove multiindex using coding magic * Update field descriptions --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Improve error message. * Improve * Test tests (#5607) * Test tests * Add test * 4.0.0a4 PyPI publishing (#5608) * changes to publish * fix mini conflict * typo * cleaned `descriptions.py` * fix description in `cpi.py` * Add ETF extension to v4 (#5609) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add ETF historical price from yfinance (#5610) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add etf historical price standard model and route * Add etf historical data from yfinance * Add unit tests * Fix linter error. Organize imports * Update test data * Revert common descriptions erased by CPI PR * remove `symbol` from data for `stocks.ca.peers` * Test docstrings (#5613) * Test docstrings * fix minor bugs w/@IgorWounds * static only w/@IgorWounds * fix `importance` param in `economy.econcal` * right static only w/@IgorWounds * Fix econcal and add tests to noxfile * fix econcal static * re-record --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Clean up the newly created ETF extension (#5611) * Add ETF to dev_install bundle * Add integration tests for openbb-etf * Patch integration test generator scripts to produce lintable code * Add py.typed markers for extensions * user preferences descriptions (#5593) * user preferences descriptions * typo * Feature/v4-sec-provider: Add SEC provider to V4 (#5556) * coerce string type, add default=None * add sec provider and FTD function * update description * ruff * data model definitions in standard model already * duplicate oecd entries in dev_install and pyproject * actually commit * integration test * add stock search to SEC * add company filings for SEC provider * integration tests * remove duplicated line * ruff * **kwargs in Transform Data * some helper functions for later * black * add helper for mutual fund and etf lookup * add some SEC lookup helpers to a new regulators extension * black * ruff * fix test param * take institution filter out of sec stock_search * ruff * remove URL that codespell doesn't like * add cik-to-ticker map * add litigations rss feed * make openbb-regulators a dependency of openbb-sec * add SIC search * improve ftd and remove BeautifulSoup from SEC dependencies * fix parsing the zip files pre-2009 * ruff * update descriptions * recapture ftd test * tests params * typo * change limit param to 1 in test_sec_stock_ftd * Add didiers to_records method (#5588) * Add didiers to_records * unused import * Bring back polars + do what igor suggested * Make the output consistent with what it was. * Black ? * spelling. oops. almost like we have a pre commit or something * Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618) * coerce string type, add default=None * add price_performance endpoint from FMP * black * extra period in docstring * ruff * forgot one file * Feature/ipo-calendar: V4 IPO Calendar (#5605) * coerce string type, add default=None * add intrinio ipo calendar * fix typo * sort __init__ * fix description * make requested changes * update test params * black * test updates * etf integration * Add disc router and WSJ provider * OBBject extensions (#5612) * changes to core * bug? * docstring * doc * Update credentials.py * fix model_dump * create extensions * fix docstring * doc * revert change query_exc * doc * fix container test * redirect obbject test patch * doc * rename method * move decorator to extension file * rename method extend_obbject * changes in creds model * avoid credential racing * doc * rename prop * doc * doc * remove comment * comment some code * free extension names * docstring * doc * docs * Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580) * coerce string type, add default=None * adds fmp to economic calendar and fixes some things with TE * ruff * etf integration test * missing provider for test * rename te cassette to economic_calendar * fix test * rename tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add stocks disc endpoints (#5630) * Add stocks disc endpoints * Explicit * Lint * Add tests * Bump timeout * Feature/disc router (#5616) * Add disc router and WSJ provider * Lint * Lint * Move endpoints under ETF router * Update etf_performance.py * Add ETF info and sector exposure from FMP (#5620) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Fix linter errors after the merge * Fix more linter errors * Fix failing and add missing tests * Fix integration tests * Fix calendar ipo tests * Add ETF holdings and holding report dates from FMP (#5629) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Add etf holdings and holdings date routes and standard models * Add fmp holdings and holding dates fetchers * Update holdings fetcher to properly handle date object inputs * Add unit tests * Add integration tests * Black after merge * Fix test input data format * Disc router for equities. (#5640) * Disc router for equities. * add tests * Bug fixes in financial statements (#5537) * `validator` to `field_validator` in standard models * Polygon add `ttm` to `period` param * Revert "Polygon add `ttm` to `period` param" * Polygon add `ttm` to param `period` * `EarningsCallTranscript` standard model removed `quarter` param * use `tag` instead of `name` for correct field name * fix url for intrinio income statement * modified intrinio cash flow `transform_data` function * set optional data fields and validate dates * fix insider trading not fetching recent data * linting * refactoring * refactoring * set param alias in fmp stock insider provider model * get all quarter data for intrinio * add `limit` param to `stocks.fa.ins` * refactoring and linting * removed additional comment * linting * re-recorded and fix tests * cash flow standard model field type to `StrictFloat` * Intrinio cash flow model fixed to get all quarters' data * linting * refactoring * financial statement standard model field type to `StrictFloat` * Intrinio financial statement model get all quarter data * set `period` type to `Optional[str]` * add `period` param to balance sheet provider models * add `period` param to cash flow provider models * use alias in model dump * remove `ttm` from `period` param * revamped intrinio financials * fixed incorrect description for `limit` param * modified tests for `balance`, `cash` and `income` * re-recorded tests * skipped intrinio financial statement fetcher tests * Add ETF county weighting command with FMP data (#5645) * Remove code that wrongfully infers the filing date as end of quarter * Add etf countries command with fmp data * Add countries command to etf router * Update sector and country weighting fmp models * Fix docstring typo * Add unit tests and update mock data * Add integration tests for etf.countries * Bring back missing integration tests * Fix economic calendar integration tests * fix missing data in intrinio financials * removed inutile params from Polygon financial statement models * Intrinio IPO overhaul * tests fixed and re-recorded * Add ETF holdings performance with FMP data (#5659) * Add etf holdings performance endpoint * Add tests * Fix failing polygon fetcher tests * Split long holdings lists into chunks and update test data * Change chunk length to 500 tickers * Add stock search from FMP (#5642) Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Feature/v4 pypi (#5579) * improvements to the publish script * move scripts * initial script that builds the package * adjustments on the docs * test pypi workflow * add hour and minute to version * black * ruff * duplicate file * moving files instead * build throught the script instead * update nox file * integration tests workflow * change workflow * fix dev_install * fix in sed cmd * testing the platform only * commenting out the publishing * fix run commands * improvements to the publish script and doc * fix publish script * updating the script and the workflow * feature/v4-pypi nightly (#5589) * init * Update nightly.py * cleanup * init file * not referencing dev_utils * updating obb platform key * revert * Increase warmup time * project name on pyproject and adding the --pre flag on readme * moving to the build folder * fix noxfile * reflecting the moves on the import statements * fix pyproject path * ruff * fix paths * fix super typo * update workflows * moving the pypi terminal files into its folder --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * economy.calendar nasdaq (#5628) * add quandl econcal * unittest * add integration tests * replace &nbsp * fix bug TE importance * small fix * remove stuff from quandl * add nasdaq provider * add nasdaq to install files * Update test_economy_api.py * test * quandl leftovers * remove quandl econcal test * lint * replace &nbsp * ruff * lint * update nasdaq gmt * validate countries * here * no need for this * fix calendar tests * static * static * remove error * static * readme + website * readme * remove changes TE * typo * fix unittest * fix tests * Update __init__.py * Update economic_calendar.py * revamped model and added helpers for date range --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672) * add nasdaq dividend calendar and move out of fundamental_analysis * black * ruff * add random-user-agent to pyproject.toml * add nasdaq ipo calendar * add nasdaq flag for SPO to IPO calendar * add spo test param * black * dividend test * fix transform_query - nasdaq_calendar_ipo * bring back different headers for ipo calendar * remove references to test * Add disc endpoints (#5660) * Add Quandl top retail * Add tests * Add Seeking Alpha * Add Filings * Change Provider * Fix test * Add dev_install * static * static correct * y u forget me * updated deps * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * using dev install (#5673) * Expanding the `fixedincome` menu (#5655) * models and fetcher * making the fetcher visible * std model * adding the command * improvements to the models * typo * adding the command * imrpovements to dwpcr * standard model for ecb int rates * adding the fetcher for fred * standard model of ice bofa * add ice_bofa command * ruff * ice bofa fetcher * moody std model * moody * std model * add cp command * unused import * cp * spot * ruff * hqm * tmc * ffrmc * tbffr * ruff * typing fixes * buggy dates * fred fetcher tests * ruff * adding ecb as a provider * adding new provider related stuff * adding the new command eu_ycvr * models * test for ecb fetcher * Feature/v4 fixedincome int tests (#5661) * integration tests * happy ruff * mini adjustment * ruff * typo * verbose type * fix tests * docstrings everywhere and an happy pydocstyle * fix tests * Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621) * add user preference for storing cached data * ruff * fix tests? * fix test key error..? * etf integration test fix * add cache dir to SEC * black * improve docs structure for V4 (#5586) * improve docs structure for V4 * moving over changes * Add Docs to the navbar * add some, re-order sidebar * fix sentence * add docs install to source instructions * insert a couple of links, fix a typo * big terminal docs usage revamps * improve toggle component for tutorials * get rid of TOCs for all terminal docs for consistency and simplicity * improve platform docs * improve bot docs content structure * remove index from bot docs * improve ON THIS PAGE to only display TOC if at least 1 element * make edit this page text and icon on same line * add author and date to docs * add basic syntax page to usage * sidebar order for usage section * move api start command to the top with the import python import * some install page additions * small improvement * refactor routines section * Update introduction-to-routines.md * Update pipeline-of-commands.md * Update introduction-to-routines.md * Update routines-for-power-users.md * Update community-routines.md * update keyboard hotkey macros * askobb page * Update askobb-feature.md * Update index.md * Update index.md * Update index.md * Update index.md * fix images * remove HeadTitle from all files where it exist * get rid of extra spacing in markdown * small update * small edit * need index at the start because of main path when homepage of docs * use openAI to create SEO for front matter on my behalf * remove table of content from sdk page * finish improving metadata SEO for SDK docs * update duplicate header * update HeadTitle to be more specific on product * remove index from bot telegram reference * delete duplicated title for platform reference * another update * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * start PR so screenshots can get attached via GitHub website * Update qa.md * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * Update crypto introduction.md * titles * another title * Update crypto dd.md * Update defi.md * Update disc.md * Update nft.md * Update onchain.md * Update ov.md * Update introduction.md updates URL * Update introduction.md add HeadTitle * Update ba.md * Update comparison.md * Update dark-pool-shorts.md * Update disc.md * fix docs (#5646) * Update fa.md * Update gov.md * Update ins.md * Update tradinghours.md * Delete website/content/terminal/menus/stocks/options/screener.md * Update Options introduction.md * Update screener head title * Update screener TOC * Update econometrics.md * Update economy head title * Update etf.md * codespell * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Contributing guidelines (#5615) * intro section * what's expected sections * improve sections * improve sections and move how to add a data point * moving qa under contributor * better intro * moving the sharing section * better expectations * small intro to the contributor guidelines * moving things under the contributor section * there is no pre commits on the platform yet * dependency management * best practices for extensions * typo * collapse options subfolder * codespell * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update fixedincome.md * url * Update forecast.md * Update settings.md (#5665) * Update forex.md * fix front matter (#5667) * Fix conflict markers that got into markdown during previous merges * Fix front matter list formatting * Fix typo * small thing * fix hyperlinks * Update .codespell.ignore * output_type options * Architectural considerations * Update sidebar to hide pro section by default * Minor copy changes * TET pattern * import statements * clarification on preferences * Minor copy changes * Lint markdown and python * fix: open index on collapsible root elements * remove old content * options title * Fix linting errors * Refactor sidebar label to url mapping condition --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Add multi-ticker support to etf_countries (#5670) * add multi-ticker support to etf_countries * remove commented-out lines * normalized percent points * percent -> percentage * Fix Nasdaq Econ Calendar Fetcher (#5668) * fix nasdaq econ cal request * more html tags * add random-user-agent to pyproject * another edge case - 24H -> 00:00 * Feature/v4-unusual-options: Adds unusual options endpoint. (#5677) * add unusual options fro Intrinio * test params * move sorting * Change type * update FMP fetcher to use the V4 endpoint (#5681) * Fix price performance not parsed correctly when there is only 1 ticker (#5678) * Add crypto search standard model and FMP data for it (#5679) * Apply renaming to news data (#5684) * inegration complete * reformatted for black * fix ruff issues * revised integration * changes to versions in pyproject.toml and updated lock files * Rename models * Update tests * Fix typos here and there * Update routers * Apply rename to ultima * Properly mock api key * Mock ultima api key --------- Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> * Feature/v4-market-snapshots: Adds full market snapshots (#5473) * add stocks market snapshots from fmp * add fmp fetcher test * unused imports * add polygon to market_snapshots * update fmp market_snapshots * black * pydantic2 things * updates * change validate_obj to model_validate * polygon cleanup * tests * descriptions * black * data description * minor adjustments, using less local variables, improving readability and removing pandas * better structure * minor adjustments * lint * fix int tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617) * coerce string type, add default=None * add polygon stock quote * limit cleanup * add greater/less than to params * limit param * black * tests * fix tests * test_etf * rename model and function to NBBO * add standard model for nbbo * improve standardization * not redifining builtin max * fix input params * integration test params * removing unused import Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * revamped code * re-recorded nbbo test * added symbol validator * added alias in field * Stock news -> Company news --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682) * merge quandl nd nasdaq * dev_install.py * test param name * economy python integration test * Add more input types to data processing commands (#5453) * adding more supported types to data processing commands * ruff * removing unused import * docstrings * data processing types covertion * data description * test filters * ruff * fix package builder tests * ruff * removing print * Add stocks/dps module (#5638) * short volume * pyproject missed * add sec short interest with days to cover * Add FINRA OTC endopoint * some tests * rest of unit tests * Integratin test scripts * dev install * linters caught by pre commit * lines too long * Last test files * maybe it needs a lock file? * thanks pratty * Maybe ill actually listen to pratty next time * sec test date freeze * I cant hit buttons * re record tests * tests 3 * Stockgrid test * regen int test * more testing * lint * moved these fns * dis killing me * one more test * last one * Update integration tests * Fix tests picking up wrong dps route --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename Forex to Currency (#5687) * restore fields as optional (#5686) * Rename Crypto (#5689) * added `crypto.price.historical` * static * fix tests * fix incorrect label * Move model from sec to finra (#5692) * Update toml * fixed deps * add openbb-etf lock file * cleanup * cleanup (#5694) * Rename Fixed Income (#5695) * Rename Fixed Income * Add routers * Rename stocks to equity (#5688) * Rename stocks folder * Rename openbb_stocks package * Rename routers * Reroute equity menu * Update routes based on feedback * StockNews -> EquityNews * StockInfo -> EquityProfile * Rename Equity calendars * Equity peers rename * Rename discovery * Rename fundamental * Rename price command models * Rename shorts * Update charting router * Fix seeking alpha upcoming release date * Fix linting errors * Update tests * Fix tests * Skip econometrics api tests because it's python only * Update integration tests and test data * Historical analyst estimates * Skip cboe options chain test. Unable to record vcr cassette * re-record cboe cassettes * Document CBOE unit test creation caveats --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Feature/files-for-igor: Adding a few standard models for Igor (#5699) * add some standard models for Igor * codespell * update descriptions * Add devtools metapackage (#5703) * Add openbb-devtools metapackage * adding devtools to the dev_install script --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Rename econometrics commands to be more verbose (#5702) * Expose command to model map (#5706) * Rename ta qa (#5708) * Rename ta folder * Rename ta to technical * Rename qa folder * Rename qa to quantitative * Rename the actual routes in quantitative * Equity cleanup (#5707) * cleanup * static * renaming to equity cc @the-praxs * Proof reading --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Don't enforce imperative for first word of the docstring * Remove ultima from default extensions * Rename `economy` and create `index` extension (#5705) * renamed economy and re-recorded tests * static * market indices * european indices * fred indices * index constituents * tests * correct package name * oops * static * linting * Move COT commands to regulators * Rename economy.list to available_indices * Rename GDP models and clean up * Fix charting tests * Drop _indices from available_indices command * Fix obbject to_dict test --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename etf/disc (#5715) * Docs/v4-working-docs: PR to Work on V4 Docs (#5693) * Revert changes related to pydantic2 made into v3 code * Revert fred model changes in v3 * Revert pydantic2 databento model changes in v2 * Update some names and v3 lock file * Clean up openbb/package before the beta release * Platform publishing procedure (#5701) * update instructions * introducing the version script * publish message * fix platform path * reflecting version changes * getting version from installed packages instead * removing toml from dependencies * Changes to get `a7` out (#5697) * changes to get a7 out * etf menu on the pyproject.toml * poetry lock * bump `openbb-etf` to `a5` to match version * updated deps * removing ultima * removing references to a4 cc @the-praxs * Bump index menu version * poetry lock --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Update publishing instructions * Bump core dependencies in extensions and providers * Add changes to the publish script following the beta release * Update the versions in static extension map and openbb metapackage --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: tehcoderer <me@tehcoderer.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>	2023-11-13 15:03:31 +00:00
teh_coderer	79046608b6	Docs Fix (#3543) ... * Update generate_terminal_markdown.py * updates * update workflows * Automated Change * tests * tests * Automated Change * Update test_generate_docs.py * Automated Change * updates * Automated Change * Update gen-docs.yml * Update test.yml * Automated Change * Update test.yml * Automated Change * Update generate_sdk_markdown.py * Automated Change * test * Automated Change * testtt23 * Automated Change * Update generate_sdk_markdown.py * Automated Change * Automated Change * added empting reference folders before autogen docs * updates * Automated Change * update tests gitactions * Automated Change * up * Automated Change * Automated Change * update pytest * Automated Change * tests * Automated Change * examples update * Automated Change * Update generate_sdk_markdown.py * Automated Change * Update test.yml * Update generate_sdk_markdown.py * strip * Automated Change * Workflow : check test update * Automated Change * Automated Change * Automated Change * Update test.yml * Automated Change * Update test.yml * Automated Change * Automated Change * up * Automated Change * Update generate_sdk_markdown.py * Automated Change * update workflows * fix guides * testing * Update gh-pages.yml * Update gh-pages.yml Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: Chavithra <Chavithra@users.noreply.github.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>	2022-11-25 17:19:08 -05:00
martinb-bb	7fd72d9ee1	Forecasting Menu [Work in Progress] (#1933) ... * Gave forecasting memory * Fixed scripts, refactored * FIxed poetry lock * edge case check for forecast target * Improved combine and load functionality * Cleaned up translations * Fixed issue with covariates * Fixed issue checking covariates * Another covariates check fix * Ignored regr and linregr warnings * Fixed covariate issues * switched from forecasting to forecast * Finished transition to forecast * Can add entire dataset with one command * Improved combine description * Removed naming covariates * Created new installation * typo * Make plot show dates if available * Added better handling or users without the menu * Removed unused file * Fix * Better handling for nontraditional datasets * Fixed black and pylint * Fixed tests * Added darts install to main tests * Working on darts with CI * Added back test file * Made large tables print better * naive baseline * typo * Finished naive * no dollar on prediction * fixed positive MAPE bug * quick refactoring * Fixed two different args for same thing * added extra patience * linreg mape fix * info fix * Refactored API, bumped to Darts 0.21.0 * Added fixes * Increased verbosity for wrong column * Updated dependencies * Hid warnings * Fixed importing * Fixed tests * Fixed ugly seasonal plotting * Fixed forecast line color * Switched chart output to blue * Simplified lambda_price_prediction_color * fixed residuals * Chnage * Removed darts from CI per Chavi * Added fixes to tests * Added knnfix * Fixed issue where n!= o * Added changes * Added changes * Imrpoved forecast dash * Added Theo notebook * Added enhancements to dash * Added notebook * Added fix for jupyter lab * Added debug stuff * Change * Updated docs * Fixed formatting * Fixed formatting * Removed prints * Filtered some info * Added button to run model * Improved api * Added secret feautr (no peeking Martin) * Cleaned code * Fixed tests * Added test fixes * Added fixes * Fixes * FIxes for pres * Remove bad tests * Removed knn * Fixed issues with removing mc * doc for conda * Added forecast improvements * Added streamlit support * Fixed issues * fix expo with streamlit due to quantile() * fixed performance issues with streamlit for now.. * clean up historical forecast with new trainer * quick fix for regression trainer params * Added fixes * quick fix for other fix for regression trainer params * table formatting for timestamp * potential fix for inf in feature engineered datasets * Basic working in new format * dw * Trying * Fixed issues * Improved graphing * fixing trainer for LR and formatting * doge and linting * page break * automatic cleaning of datasets * automatic cleaning of datasets- fix * Fixed forecast dates * Made dashboard prettier * Added fixes * Added fixes * Added options * Fixed error * remove caching * adding in spinner * Added vairable n_predict in streamlit * Added mypy fix * renaming and range change * new index for n predict * check positive float for window size * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * renaming * reorg files * Update _index.md * hidden which command for versions * Update _index.md * Update _index.md * which: ns parser * hugo for: which * hugo for: forecasting fix * formatting black * update stock controller test * Lay groundwork for better residual plotting * improved delete to allow for periods in title * improved automatic cleaning of inf * Added new API * Added new API * Added new API * formatting for black * Updated our testing CI * Reverted changes * Added forecast docs * Fixed mypy issues * Fixes tests * Did some refactoring, added a report * new api in streamlit * Added integrated tests * Update _index.md * improved loading in custom dataset * menu spacing * installer fixes * Added docs fixes * Adding comments to test if commit working * Fixed report * naming conventions * formatting * removing unused var * Made last report imporvements * Update README.md * Added fix * Switched to warning * Added fixes * Added fixes * Added fixes * Added fixes * Update economy av view test * Remove forgotten print statement * Update depencencies * Added verbosity to pytest * Added fixes * Fixed pylint * Fixed actions checkout * Added fixes Co-authored-by: colin99d <colin99delahunty@gmail.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Simmons <simmonsj330@gmail.com> Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>	2022-10-08 14:54:43 +02:00
Theodore Aptekarev	507cbfab39	Small fix (#2240)	2022-08-03 07:48:45 -04:00
Artem Veremey	b7d30c22dd	Updating dependencies and putting kaleido into a shibajail (#1592) ... * Updating dependencies and putting kaleido into a shibajail * Downgrading jinja2 to accomodate papermill Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>	2022-03-29 12:26:12 -07:00
Chavithra	0c205cbeae	Tests : Stock > Prediction Techniques + Doc (#1060) ... * Updating tests : conftest + pytest.ini * Updating tests : stocks/prediction_techniques * Updating tests : doc	2021-12-16 15:11:55 +01:00
Artem Veremey	b49c4f09be	Removing last mentions of fbprophet and updating dependencies (#508) ... * Removing last mentions of fbprophet and updating dependencies * Adding pytest.ini * Updating requirements.txt	2021-06-19 13:41:33 -07:00