* no guest if installer
* prevent guest if logout from account
* this not true
* rename reloop var
* ask for email again if no email
* add tags to routines upload
* Update constants.py
* Update terminal_controller.py
* Update terminal_controller.py
* black
* ruff
* black
* Update constants.py
* point at .co
* mypy
* sneak in askobb timeout
* fix test
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* add model file for Montreal Options Exchange
* mypy fixes
* define attributes under __init__
* type error fix
* another pylint fix
* adds tests for tmx_model
* black
* mypy
* adds expirations test and re-records
* black
* capture error message in test
* mypy
* add __docformat__ line
* improves get_all_ticker_symbols
* removes python magic command for new cell
* adds TMX as source for SDK chains
* starts on a new method for loading options data returning a standardized object
* add load_options as SDK endpoint
* intrinio response - not complete
* adds tradier to load_options
* add source attribute to options object
* restore legacy nasdaq last price function
* yFinance underlying_price fixes
* yFinance model fix
* adds cboe to sdk options load
* table fix
* creates options_chains_model.py and updates SDK map
* docstrings added for the class.
* updates tmx_model tests
* fix options_controller test
* adds cboe_model tests
* spelling in docstring
* ruff - unused import
* mypy fixes
* more mypy fixes
* pylint
* attempt to manually resolve merge conflict.
* nasdaq_model fix
* adds test coverage for options/nasdaq_model
* docstrings update for nasdaq_model
* mypy fix
* adds unit testing for options_chains_model
* adds additional tests for intrinio_model
* unused import fix
* fix for .TO symbol and TMX EOD chains
* make CBOE Pydantic
* cboe update
* adds switch for pydantic output from all sources
* black
* index options error handling for Intrinio
* add warning message for index options from Intrinio
* tmx_model enhancements
* cleans up get_ticker_iv() in cboe_model
* fix ticker info for index symbols from cboe
* typo in comments
* adds test for tradier_model.load_options
* cboe optionType as lower case
* add function for calculating chains stats
* black
* trailmap for calculate_chains_stats
* adds test for calculate_stats()
* more details to nasdaq.underlying_price
* typo in docstrings
* mypy - options_chains_model.py
* black - options_chains_model.py
* pylint options_chains_model.py
* standardize response from intrinio underlying price
* add function to validate input of function
* missed type hint
* additional error handling for stats
* adds DTE as column for all sources
* adds strategies function and input validation
* add yFinance test for load_options()
* add Nasdaq test for load_options()
* tests for new functions in options_chains_model
* update sdk trailmap
* rewrite tests
* fixes for tests
* fix tmx_model test
* more pytest
* pytest..
* add vertical call spread function
* some cleanup
* update nasdaq tests
* more cleanup
* black
* pylint
* black
* ruff
* black
* pylint
* black
* pylint..
* tests rewrite
* more pytest
* recapture tests
* Different tests were collected between gw1 and gw0
* adds vertical spreads
* vertical_put_spread
* improve calculate_stats
* mypy
* edge cases
* black
* update tmx,yfinance tests
* new cboe tests
* new tmx_model tests
* fix nasdaq test
* test updates
* fix nasdaq tests
* add test_options_chains_model
* refactor data sources
* black
* pylint
* fixing stuff
* forgot a file..
* codespell
* linting
* mypy...
* refactor OptionsChains class
* pylint
* reconfigure SDK entry point
* fix error handling when data request fails
* ruff
* pylint
* pylint
* Add inheritance and a repr string
* add method for skew
* add method for skew
* fix nasdaq test
* add skew to tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* include plotly.js in reports html, implement new plotly multi-legends feature
* use `ensure_backend` to `check_backend`, improve charts in reports
* requirements files
* fix files with `CRLF` line endings
* Update widget_helpers.py
* Update widget_helpers.py
* handle unsupported plotly multiple legends version error
* News sentiment feature added
* News sentiment feature added
* Integration test script file added
* Updated code as per PR Instructions
* API key setting and testing code updated
* Unused imports and line-too-long code updated
* Resolved conflicts in config_terminal file
* removed empty line in terminal_controller file
* Resolved conflicts and updated code for Setting API keys
* Suggested changes have been updated
* Changes updated
* conflicts resolved with data_sources_default.json file
* Code Updated For without API key
* Code Updated
* New changes Updated
* Resolved conflicts and code updated
* Small edits
* missed a spelling error
* fix test
* Lint
* pylint rewrite
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix: year to string
* don't slice data if line chart, display message if sliced
* Update plotly.html
* improve autoscaling when data sliced
* fixes#5078
* no guest if installer
* prevent guest if logout from account
* this not true
* rename reloop var
* ask for email again if no email
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* upload routine to hub on stop
* write cassette
* write cassette
* remove .openb from name
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Allow to set variables and do loops
* Fix mypy errors
* improve code
* mypy
* pylint
* accepts Openbb date keywords like 1MONTHAGO,LASTFRIDAY,3YEARSFROMNOW,NEXTTUESDAY
* warn fix
* add documentation for script foreach and vars creation
* refactor controller as per James request
* black linting
* add another warning
* Editing some routine enhancements (#5063)
* move routine to new file
* Move to relativedelta and add some tests
* Fix mocking
* Get match_and_return_openbb_keyword_date to 100% cov
* start testing parse script
* remove rogue prints
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* big improvement in routines tests
* mypy lint
* ruff lint
* lint
* typo
* test relative time
* cover edge case of home at end of script
* fix edge case for going to home at start
* explain better slicing
* foreach tests added
* lint
* allow foreach loops to have different var names that is iterating
* foreach more powerful
* warning when var in foreach is not used
* fail script when varname that iterates foreach loop is never defined
* black
* lint again
* ruff
* improve another edge case
* fix test and fix a description
* fix nft test and routine test
* why mutual fund test failing
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improving handling of logging handlers
* removing alias
* lint
* removing debug print
* adding alias back
* adding the commithash to the system so it gets logged
* doing posthog on hub_user login
* ruff
* tacking this on - docs update
* identify and alias together
* fixing conditions
* the juan way
* ruff
* don't send logs to S3 if posthog is an active handler
* branch name on the posthog logs
* removing duplicate import
* fixing tests
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* bump pywry
* fix windows pyinstaller subprocess fail if space in path
* remove API_IEX_TOKEN
* remove API_SENTIMENTINVESTOR_TOKEN
* added logic to download_routines and save_routine to put default and personal routines in difference folders and changed logic in call_dowload in account controller to account for the change in logic for save_routine
* Changed logic in read_routine function to account for the new directory structure and also changed the corresponding unit tests. Slightly amended test_save_routine to account for the new routine param
* Changed the routine parameter of mock_save_routine.assert_called_once_with to account for the change in the input parameter of the save_routine function
* changed routine string in test_routines_handler
* Made unit tests for download_routines in routines_handler.
* added comments
* Added new logic to call_exe so that a user could execute the file with --file default/filename.openbb, --file personal/filename.openbb or --file Users/Username/openBBUserData/Routines/hub/default/filename.openbb
* linting: black
* linting: ruff
* ruff broke black
* removed regex in call_exe and changed logic in call_download to give personal routines priority
* Changed formatting
* Changed formatting and removed regex from call_exe
* Created class variables and moved dictionaries out of constructor to solve linting issue.
Changed routine args type annotation
Changed data list
* Added type annotations for the dictionary class variables
* Changed data annotation type for routine dictionaries
* Moved dictionaries back into constructor
* removed import pathlib
* ruff
* mypy
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* enhances stocks/quote to allow for multiple tickers
* fix for MyPy type error
* fix pylint
* formats index string as title
* adds test for multi-ticker quote and for bad tickers
* adds integration test for multi-ticker quote
* updates docstrings and adds 'openbb.stocks.quote_chart' to SDK
* updates syntax in equity report for quote_data
* ruff
* gets rid of empty lines that got created.
* adds logic to handle input as string when not a list
* re-records tests
* decorators
