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feature/remove-python-310
28 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
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Danglewood
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06041a8b3a |
[Feature] Add Svensson Nominal Yield Curve From Federal Reserve (#7338)
* add svensson yield curve, cleanup fomc documents endpoint, make provider a standalone extension, move apps from platform-api into extension, and update some models to add prefix/suffix in widget definitions * black * do what codeQL says * black again * use get_args instead of Literal.__args__ * linting * test items * grammar police * test functions need to start with test_* * test params * add total factor productivity from sf fed * openpyxl required for Excel file handling * grammar police * inflation expectations * Update pr-description check action to properly handle quotes --------- Co-authored-by: deeleeramone <> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> |
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Danglewood
|
023531fac7 |
[BugFix] openbb-charting: Get ChartStyle.plt_style Default Value From UserSettings (#7243)
* set ChartStyle.plt_style from UserSettings * fix discrepencies between raw figure and pywry for light/dark |
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Danglewood
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9f0d592839 |
[Feature] Remove Python 3.9 (#7235)
* remove python 3.9 support and code * black * more cli lint * more linting * more lint * fix for tests * docstring grammar police * add lock to to build function to avoid async import race conditions * grammar police * lots more linting * relock |
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Danglewood
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2e3d8ef6b2 |
[Feature] Refactor FMP (#7217)
* stash the work here * finish the job * also add most active * fix tmx etf countries * codespell * fix reference path in codespell * still didn't get the path right * linter * linter * unused-argument * fix polygon * fix tiingo * remove debug print * fix nasdaq * more lint * didn't save that file * fix bad url in error message * some review items --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> |
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Danglewood
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1e704e681e | remove endpoints marked for removal in V4.5 (#7225) | ||
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Danglewood
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e26aa16ae8 | fix yield curve chart fail (#7154) | ||
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Danglewood
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7ea5800d3c | deprecate us and eu yield_curve endpoints (#7026) | ||
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Danglewood
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a905799b94 |
[Enhancement] Add Multi-Country Support & ECB Yield Curves To fixedincome.goverment.yield_curve(provider='econdb') (#6946)
* add multi-country suppport and ECB yield curves to EconDB * lint * do igor's suggestion * mypy |
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Danglewood
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f483a8af49 |
[BugFix] Enforce User Preference For Dark/Light Mode In Chart Output To API (#6664)
* enforce user preference for dark/light in the chart output to the API * rogue closing parenthesis that shouldn't exist |
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Danglewood
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c587a14a95 |
[Feature] Add TIPS Yields (to maturity) (#6597)
* add tips yields * default start/end date * gonna need that one * grammar police * mypy * mypy * tests..? * mypy.. * trick pytest..? * try without CommandRunner * black * test cassettes |
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Danglewood
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422d05077d | fix syntax for Pandas dropping the name of field when is applied. (#6591) | ||
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Danglewood
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78445ce007 |
[Feature] Delay/Optimize Imports (#6532)
* round 1 * black * more black * providers a-thru-fmp * charting settings * charting backend * black * charting_settings * missing nasdaq import * nasdaq mypy * fed money measure * some linting * black * more linting * more linting * charting imports * black * pylint * refactor fred * more linting * rest of the providers * didn't want that file * more cleanup * missed * ta_helpers * router views * chart ta_class * forgot a file * forgot another file * biztoc * package builder * technical router * fred params * bump finviz * fix tmx * more cleanup * try again * currency historical * equity search * missed files in commit * fix some tests * black * fix more test cassettes * more patchy * black * linters * more tests * black * mypy * delete unused model * more linting * forgot files * more linting * make up your mind, black, and stop moving pylint for me * more black * back to where we were before black destroyed it * .......... * .................. * unused fetcher test * remove standard model validator * commodity router * treasury prices * oecd tests * finra * container cleanup * black * forgotten file * linter * remove wrapped "" * fix merge * patches * ecb test * finra cassette * finviz cassettes * nasdaq cassettes * oecd cassettes * yfinance cassettes * more test cassettes * black * merge cleanup * cboe helpers * black * fix typo --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> |
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Danglewood
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1a990ba7f0 |
[Enhancement] Fixed Income Enhancements (#6490)
* improve effr and move sofr to fixedincome.rate * federal_reserve default start date * fred cassette * commercial paper * cp series map * update sofr and add federal_reserve to endpoint * examples * update ameribor * maturity_dict * add overnight bank funding rate * add federal reserve to obfr * pop footnoteId * central bank holdings descriptions * move moody's bond indices to the bond_indices endpoint * add it to the INDEX_CHOICES * improve hqm * handle none * add treasury minus fed funds to yield curve * static assets * estr * description * missed file in commit * second return statement |
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Henrique Joaquim
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5c79635da2 |
[Feature] Charting Modularity (#6477)
* add accessors to the charting extension * equity views * get charting functions from the extensions/accessors * use the private variable instead * etf views * index views * crypto and currency views * technical views * economy views * fixedincome views * right description for price historical * unused * adjust test and deprecate the charting router * import views only with charting installed * adding views throught dependencies instead * removing unnecessary infra and adding entry point to charting extension * fixed income toml * removing accessor * typo * typo * adding extra params to obbject * remove things from init * rename utils to charts instead * updated readme --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> |
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Danglewood
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650912bf0c | add mortgage indices (#6501) | ||
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Danglewood
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d7a9e666b9 |
[Feature] ICE BofAML Bond Indices (FRED) (#6486)
* fred bond indices * maturity dict * review items |
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Danglewood
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8baf4d74b2 |
[Feature] Government Yield Curves + Chart (#6417)
* stashing * ecb yield curve * field_description * federal reserve yield curve * econdb yield curve * countries literal for python 3.9 * list date * fmp yield curve * fred yield curve * integration tests * chart integration tests * static assets * black * ruff * pylint * more pylint * more pylint * now black * country not a standard param * mypy * merge branch develop * add more countries * econdb date filter * mypy * future linting * make to_chart work * plot_bgcolor should be 'rbga(255,255,255,0)' * push deprecation * push deprecation --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com> |
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montezdesousa
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33d186f8ea |
[Feature] - Router descriptions (#6288)
* First try * add routers to reference.json * fix apploader * add some router descriptions * rebuild * remove pydocstyle fixes * minor fix * docstring * new descriptions * undo sub routers --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com> |
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montezdesousa
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f328a45b95 |
[Feature] - refactor examples (#6154)
* remove auto examples and split python from api * add missing exampels * rebuild * query params focstring * black * add scoped examples * group model imports in the router * unblock api * fix * classify examples * fix package identation * black sig * fix indentation without linter * fix python examples * remove doc * pylint * again * add model validators * commodity, crypto, currency * filter examples * fix python examples * fix filter and build * undo toml change * add comment * oop * comment * typing * lint * Update router.py * Update econometrics_router.py * fix to_python * to_python * to_python * black * fix multiple line field descriptions * remove circular import * add missing import * pass indent as object attr * doc * doc * this looks better * forgot this * fix: new examples adapted * fix prev commit * avoid future problems * Update ownership_router.py * rebuild + remove todo * make description mandatory for python examples * simple indent * append_examples func works for both website and docstring * Add example unit tests * Edit example unit tests * fix validator * this works * fix to_python * fix mandatory docstrings * typing * shorter error msgs * economy router * fix more examples * more examples * more examples * more examples * field desc * minor fix * fix etf examples * handling types better * lint * rename method * rename var * docstring + move method * typing * prompt * rebuild * prompt fix in PythonEx * fix examples without model * example mock data * add get_field_type func to get field data type * panel data * mock data * fix * fix * docstring * ohlcv * pylint * quantitaive router * simplify mock data * fix remaining quantitative routers * a bit more flexibility for examples * lint * mock dat from sample * docstring * assertion * bugfix * minor fix * technical * fix integration tests * fix docstring * econometrics examples * econometrics examples * remove warning * add technical examples * fix bad examples * fix more examples * update test rules * remoce old pydantic referenc * fix bug in treasury prices * fix quantitative examples * discovery router * equity shorts * equity shorts * fix currency pairs * fix sec_router example * fix panel data to support all funcs * black * more examples fixes * simplify test * rebuild * test doc * add provider to some ex * ^ * last * add provider * rebuild * working examples * noqa * pylint * pylint * clean * minor fix * fix test * lint * ruff --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> |
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Danglewood
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fe3fa6af8e |
[Enhancement]: Add TMX data provider extension. (#5913)
* dev install * add TMX provider extension * normalize ytm and coupopn_rate values * black * codespell * ruff * black again * pylint * ftw * undo what Pylint thinks is best * more black * renovate insider_trading standard model * fix tests * typo * tests * empty string * pylint unused argument * nans for some reason * black * static files * static files with openbb-tmx installed this time * yfinance TypeError..? * NA -> N/A * update for version bump * list exchange-calendars as tmx dependency * eod chains date -> eod_date * new line * not that file * more black * one more black * fix weird merge thing * ruff * index constituents params * insider trading * fixing things * black * black AGAIN * news integration params * the other missing param * ruff * historical dividends field update * add json_schema_extra * gainers * symbols -> symbol * company news symbol * unit test param * review items * wrangle a rogue field * index router example * company news thing - symbols -> symbol * field name map --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Danglewood
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b867fc56de |
[Enhancement] Add function examples to router. (#6042)
* options router * fixedincome router * futures router * missing comma * static assets * futures router --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> |
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Igor Radovanovic
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f86483e683 |
[Feature] - Refactor Response Model (#6024)
* Start refactor with @montezdesousa * feat: add response model inside openapi_extra * feat: find+replace return types * fix: ruff * Feature/api response by provider (#6029) * init * Update router.py * Update registry_map.py * check dicts * lint * exclude provider on data model for package build * `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data` --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: teh_coderer <me@tehcoderer.com> |
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Pratyush Shukla
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13283fbfce |
CI listing quick fix (#6002)
* BIGGGG LINTING * fixing lints * fixing lints * black * very ruff * no export * fix hedge_view again * lints * platform lints * lints * black * black it @hjoaquim * fix some more linting --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> |
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Danglewood
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18a5c392e8 |
Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)
* add treasury prices endpoint to fixed income router * adds tests * black * ruff * import statements * standard model imports * black * some cleanup * black * async router * make async * str outpuot * bytes object not string * docstring typo * multi-line f-string * encoding * duplicated conditional * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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teh_coderer
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bc2fa9b3e1 |
Feature/platform async (#5763)
* init * updates * Update helpers.py * tests * Update helpers.py * Update command_runner.py * Update helpers.py * deps * Update helpers.py * only check `async` if model is specified, revert `qa`, `ta`, and `econometrics` * merge issues * Update command_runner.py * remove typing and type: ignore * fix helpers typing * add aiohttp to core deps, remove from charting * remove @overload * ruff * import helper from source * helpers typing+pylint * black --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> |
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Danglewood
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ef662e17e6 |
feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint * black * add param for cusip * move logic for setting default start/end date |
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Theodore Aptekarev
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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 |