Commit Graph

475 Commits

Author SHA1 Message Date
Danglewood
2c6cfa1b6c add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-23 08:29:41 +00:00
montezdesousa
6095c4314f [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-22 14:04:26 +00:00
Danglewood
11df8e1b05 [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve

* standard model update
2024-02-22 08:45:09 +00:00
Danglewood
754e14ca71 [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:37:09 +00:00
Danglewood
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>
2024-02-20 14:41:26 +00:00
Danglewood
339f979186 [BugFix] Fix treasury_rates() (#6092)
* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-19 16:19:51 +00:00
Danglewood
9f1891931c [Enhancement] Add analyst_search to the Equity/Estimates Router (#6088)
* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint
2024-02-18 17:24:28 +00:00
Danglewood
60a93c3266 [BugFix] Fix Equity Integration Tests (#6086)
* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines
2024-02-18 17:23:30 +00:00
Danglewood
ccf46aad92 [Feature] Add end point: etf.equity_exposure() with FMP provider (#6079)
* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 19:55:26 +00:00
Henrique Joaquim
fa5dedf4a5 Release/4.1.4 (#6081)
* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 11:37:00 -05:00
Igor Radovanovic
4ba7e109bc Fix price_target column for Benzinga (#6083) 2024-02-15 16:25:29 +00:00
Igor Radovanovic
9903876093 [BugFix] - Fix most integration tests (#6082)
* Fix most integration tests

* Lint
2024-02-15 16:24:10 +00:00
Danglewood
07e98ab58b [Feature] Add Regional Data Endpoint from FRED (#6071)
* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-15 12:30:16 +00:00
montezdesousa
7deb4e69f6 [Feature] - Comma separated string and list inputs (#6062)
* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2024-02-15 12:19:18 +00:00
Danglewood
d31eec2354 [BugFix] Fix World News (#6064)
* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-12 13:23:30 +00:00
montezdesousa
39888269b3 [Feature] - Replace symbols in company/news (#6061)
* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py
2024-02-12 10:46:13 +00:00
Danglewood
6881314b69 [Feature] FMP Current Holdings (#6043)
* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-09 20:14:11 +00:00
Danglewood
bc24709cba [HotFix] Index Router Docstrings & sp500_multiples() Cleanup (#6063)
* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint
2024-02-09 20:13:59 +00:00
montezdesousa
3fae9c20b2 [Bugfix] - Fix economic calendar country (#6059)
* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-09 15:04:35 +00:00
Danglewood
f08b0a6082 [BugFix] Fix OECD Long Term Interest Rate (#6060)
* fix long term interest rate

* pylint unused argument
2024-02-09 09:56:38 +00:00
montezdesousa
6088c98ceb [Feature] - Standardise multiple symbols input (#6056)
* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests
2024-02-08 16:47:55 +00:00
teh_coderer
7c68832379 improve discriminator logic, fix package return type docs (#6052)
* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-08 09:58:14 +00:00
Pratyush Shukla
8e445fead0 [Enhancement] - Improve crypto router docs and examples (#6048)
* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-07 22:32:12 +00:00
Theodore Aptekarev
c41f43c412 Feature/platform standardization notebook (#6049)
* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred
2024-02-07 16:00:30 +00:00
Henrique Joaquim
3805e9b253 [Enhancement] - Improve news router docs and examples (#6047)
* better docs

* static assets
2024-02-07 15:31:21 +00:00
Henrique Joaquim
6eb097c31c [BugFix] - Improve Standardization - EquitySearch (#6033)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black
2024-02-06 13:54:51 +00:00
Henrique Joaquim
b5f41fe411 Hotfix/wrong pydantic validator (#6037)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead
2024-02-05 23:28:57 +00:00
Danglewood
7c953d5964 [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)
* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-02-05 19:53:17 +00:00
Danglewood
16f2bec65f Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)
* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-05 19:53:00 +00:00
Henrique Joaquim
074cffaaad [BugFix] - Improve Standardization - CotSearch (#6031)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly
2024-02-05 15:41:23 +00:00
Igor Radovanovic
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>
2024-02-05 13:17:29 +00:00
Henrique Joaquim
743c229f3a [BugFix] - Improve Standardization - IndexHistorical (#6030)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test
2024-02-05 13:01:50 +00:00
Henrique Joaquim
52ac1758f3 Improve UX for obb.news (#5986)
* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-05 11:46:37 +00:00
Danglewood
b4649b375e feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)
* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-02-05 09:22:08 +00:00
Danglewood
3de1bddc2d feature/more-yfinance: Adds some more to openbb-yfinance (#5979)
* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-02-04 18:39:29 +00:00
Danglewood
c9f1aec2b3 [feature]: feature/overview-to-profile: Deprecate equity.fundamental.overview() and move to equity.profile() (#6011)
* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2024-02-02 11:45:09 +00:00
Pratyush Shukla
9ddbf34456 [Feature] Add support for multiple tags in historical_attributes and latest_attributes (#6013)
* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static
2024-02-02 11:12:50 +00:00
James Maslek
bbf5da0e58 Add OECD unemployment (+more) + data cache idea (#5917)
* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-01-31 00:34:09 +00:00
Igor Radovanovic
7a07970fc8 Remove Ultima provider (#6012) 2024-01-30 09:57:01 +00:00
Henrique Joaquim
4163f477d4 format w new black (#6009)
* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-29 13:37:21 +00:00
Danglewood
e7798c211e hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)
* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-01-26 23:40:03 +00:00
Pratyush Shukla
94ea6d8105 Release openbb-finviz 1.0.0 to the public (#6000)
* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table
2024-01-26 17:31:57 +00:00
Pratyush Shukla
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>
2024-01-26 17:08:42 +00:00
Danglewood
f7c9865de7 hotfix/insider-trading: Fix #5988 (#5990)
* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2024-01-25 20:55:46 +00:00
Danglewood
305b865637 hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)
* drop None rows from intrinio historical indexes

* add empty data error

* static assets
2024-01-25 20:41:53 +00:00
Danglewood
21f413d43e fix nasdaq test cassettes (#5989) 2024-01-25 15:09:11 +00:00
Henrique Joaquim
604f5496f8 Add support for multiple symbols on obb.equity.price.historical (#5984)
* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary
2024-01-23 08:59:42 +00:00
Danglewood
04df52d06a feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)
* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-01-22 20:21:48 +00:00
Danglewood
e2f7e597fa feature/cboe-async: Refactor Cboe for Async (#5900)
* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2024-01-22 15:17:42 +00:00
Danglewood
9697aeb284 feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)
* equity profile for yFinance

* pylint

* equity quote

* unused imports
2024-01-20 23:26:59 +00:00