Commit Graph

43 Commits

Author SHA1 Message Date
Pratyush Shukla
96d21f71fd Added fix (#4710)
* Added fix

* Fixed `load`, `find`, `price` and refactored code

* Modified line 1304 in parent_classes.py

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-10 08:39:14 +00:00
montezdesousa
475ebb5acd [WIP] Migrate user, feature flags and configurations to dataclass (#4309)
* implement user and change is guest

* replace User methods

* move remaining functions to user

* fix bug

* portfolio test

* fix tests

* fix tests

* uncomment skip

* ruff

* start credentials model implementation

* change deault structure

* refacto quandl

* change default struct and file names

* bug

* start using global user

* add comments

* move update flair

* change cfg references in keys model

* reddit & fmp

* refactore additional keys

* remaing config keys

* remove unsude imports and fix hub keys

* ruff

* fix line too long

* unblock unittests

* fix keys model tests

* remove os patch

* fix account controller tests

* fix account controller tests

* fix account model

* account fixed

* fix user tests

* User Model

* User Model

* User Model

* Move session folder

* User Model : grouping the models

* User Model : fix bugs

* Config Plot + bug fix

* User Model : Refactoring plots

* Feature flags

* Remove dup

* clean comments a fix some vars

* fix feature flags controller

* refactor obbff from settings controller

* refactor a bunch of obbff variables

* fix bug blocking terminal

* fix integration tests

* refactor controllers with obbff

* refactor remaining ffs

* remove comments

* log not started

* mispelled variable

* set current user on local model

* User Model : moving files + updating

* User Preferences

* User : Refactor is_guest function + bug fix

* User : refactor is_guest function

* Fix conftest.py

* remove lost obbffs

* typo on fileoverwrite

* Plot config: move variables and start plot dpi

* User : tests

* refactor plot dpi references

* remove plot dpi imports

* refactor some config terminal leftover

* /account/sync : fix bug

* remove configs reload

* start path refactor

* installation paths vs user paths

* remove cfg_plot

* Tests : User Refactoring

* user prefix only for preferences

* user prefix only for preferences

* move user paths

* remove comment

* update apply remote configs

* fix tz not updating

* save some copys

* small fix

* create interface for credentials and preferences

* wrong docstrings fixed

* ruff core

* fix some pref setting

* login is better

* ruff

* ruff

* remove Literal

* add small comment

* Tests : User Refactoring

* Credentials Model : add DataBento

* Fix helper_funcs

* Fixing code

* Tests : fixing

* User Model : freezing the models

* Fixed Income + Databento

* Tests : fixing keys

* black

* ruff

* Tests : user model

* Tests : user model

* Fix linting

* Fix linting

* Linting

* Linting

* Fixing code and tests

* Fix tests

* mypy

* SDK

* Clean ruff cache

* Fix syntax issue

* Update fred_view

* Black

* Linting

* Update code

* Update tests

* Linting

* Linting

* Tests

* Black

* Linting

* Linting

* Mock os.listdir to avoid looking for file that doesnt exist

* Mock options paths

* lint

* Tests : fix

* Code : update

* Tests + Linting

* Tests

* Ruff

* Code : update

* Tests

* Code : update

* Fix workflow

* Code : update

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-05 00:37:19 +01:00
teh_coderer
602cfa2c8c [POC] Plotly Backend (#3941)
* Update portfolio_view.py

* mypy 1.0 test

* Update helpers.py

* black

* ruff

* Update thought_of_the_day.py

* isort

* Update portfolio_view.py

* Update business_insider_view.py

* funds,bt,ca,fa view updates

* economy,etf,futures view updates

* econometrics regression

* mypy

* reports notebooks, PlotlyTA class adjustments, crypto finbrain view

* crypto views updates

* crypto views done?, ba, econometrics, funds, reports

* update docstrings

* Update sec_view.py

* portfolio reports

* Update equity.ipynb

* ruff

* mypy + equity reports

* Update yahoo_finance_view.py

* Update economy_controller.py

* clean up returns

* mypy

* finished dashboards/reports templates

* update some tests

* Update common.py

* Update account_controller.py

* Update banner.txt

* update tests

* tests

* Update helpers_denomination.py

* tests

* tests

* finished tests, refactor add_histplot/add_corr_plot

* ruff

* Update backend.py

* mypy

* Update backend.py

* pywry linux libs for tests

* pywry version bump

* OpenBBFIgure import changes

* Update business_insider_view.py

* Update backend.py

* tests

* bump pywry version

* forecast plot_explainability converted to plotly

* Update helpers.py

* tests

* Update helpers.py

* tests

* Update helpers.py

* Update helpers.py

* default plotly annotation `showarrow` to false

* Update backend.py

* fixes

* Update poetry.lock

* docker

* Update openbb.dockerfile

* up

* Update style.css

* bump pywry version

* Update unit-test.yml

* Update unit-test.yml

* figure to image/pdf export

* requirements txt files, pywry version bump

* mypy, pylint

* cleanup

* Update covid_view.py

* Update helper_funcs.py

* Update backend.py

* updates

* Update backend.py

* Update backend.py

* bump pywry version

* Update poetry.lock

* Update trailmap.py

* update reports

* Update custom_indicators_plugin.py

* Update momentum_plugin.py

* equity report

* reqs files

* Update fred_view.py

* ruff

* Update po_view.py

* bump pywry version

* reqs txt files

* fix installer icons for mac

* test updated torch/darts/pyinstaller on mac

* Update dashboards_controller.py

* Update terminal.py

* Update terminal.spec

* Update terminal.spec

* test

* Update poetry.lock

* Report adjustments, improved dashboard subprocesses termination

* pylint

* Update plotly_helper.py

* Update plotly_helper.py

* pylint

* revert darts

* test

* test

* fix

* improve shap scatter plot

* Update helpers.py

* Update helpers.py

* cleanup

* Update runa_view.py

* more cleanupp

* fixes

* update tests

* Update intrinio_view.py

* Update intrinio_view.py

* Update intrinio_view.py

* reqs files, poetry lock

* Update backend.py

* test for new icon

* Update fmp_view.py

* updates

* Update plotly_helper.py

* Update businessinsider_view.py

* ruff

* pylint

* fix previous merge

* Update plotly_helper.py

* update reqs files

* Update directories.py

* fix alt covid

* fix display_candle data is None load being unreachable, get covid views ready for sdk server

* Update covid_view.py

* refactor cleanup

* plotly_ta adjustments

* terminal wide ignore print_table if export

* Update plotly_helper.py

* forgot to save a few

* added edge case fallback if figures are in queue before backend fail

* Update ta_class.py

* Rename env variable name required to return plotly json

* Resolve pydocstyle warnings

* Resolve linting errors

* revert forecasting/pyinstaller versions

* Update terminal.spec

* finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing

* update deps

* Update backend.py

* fix fred model/view from switch to DataFrame, improve ecb_model

* Update config_terminal.py

* Update backend.py

* black

* clean up

* Update fred_view.py

* Update ta_class.py

* Update ta_class.py

* Update plotly_helper.py

* sync fixedincome

* Update ecb_model.py

* convert excel to csv for faster processing

* cleanup

* remove excel files

* Update terminal_controller.py

* update tests

* adjustments/missed figs in export_data

* Update cryptocurrency_helpers.py

* fixes

* account for volume column with no volume when plotting indicators , images autogen POC

* Update plotly_helper.py

* Update etf_controller.py

* Update etf_controller.py

* margin arg for export_data func figures, some plot adjustments

* logic for numpy array for plotly helper `get_dateindex` function

* cleanup

* update

* req file updates

* views

* Update backend.py

* update tests

* Update test_load_none[btc-usd].yaml

* convert merged cpi chart

* linting

* updates

* clean

* tests

* Update openbb.dockerfile

* remove test docker in root

* Update CONTRIBUTING.md

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-03-01 22:48:45 -05:00
Colin Delahunty
cebf454cdf Added flake8-simplify (#4227)
* Added flake8-simplify

* Update linting.yml

* update.  left 1 for you colin

* Fix that one

* Missed

* Fix

* mypy

---------

Co-authored-by: james <jmaslek11@gmail.com>
2023-02-20 19:27:34 -05:00
james
d73dfd3980 fixes for mypy 1.0 2023-02-08 19:14:25 -05:00
Colin Delahunty
ee34a1f278 Feature/add isort linter (#4114)
* Fixed isort

* Fixed issues

* FIxed linters

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-04 21:24:47 -05:00
Jeroen Bouma
a6042b8578 Copy paste all the sheet names (#4035)
* bump

* Update ALL the exports with sheet name option

* Update contributing too

* Add in sheet name to each docstring

* Update tests

* Fix the small things for tests

* Converting CONTRIBUTING.md back since I put minimal changes in and it complains

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Update tests due to yfinance error

* I broke tests and fixed them

* Fix tests?

* Missed a few sheet name additions

* missed one more

* Fix some missing sheet_name parameters

* Fix a test I broke

* Update tests due to changes with sheet_name

* Update stocks and common

* Mutual funds just because

* Portfolio update

* Update Forecast

* Update Futures

* Update ETF

* Update Economy

* Update Crypto

* Update others

* Update documentation to explain --sheet-name

* It should be None test

* Add None for sheet_name since empty string can result in errors

* Formatting

* Fix tests

* Update documentation

* Also update the image

* Add back to options commands

Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-01-26 09:53:21 -05:00
Colin Delahunty
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
Henrique Joaquim
976d5dfccc Fix crypto 3327 (#3434)
* removed get_coinpaprika_id from the view

* reorganized a bit

* removed unused functions

* removed unused functions

* removed unused imports

* cleaning

* cleaning

* fix tests

* fix template report

* fix template report

* fixing imports

* fixing imports

* fix report

* fix report

* fix report

* fix tests

* small fixes after merge

* linting

* split find into view and model

* added tests for view

* add tests to model

* black

* unused import

* disbale import oustise top level

* removed view from sdk

* added example
2022-11-21 14:48:40 +00:00
Henrique Joaquim
c9be1155c2 Fix #3326 (#3425)
* removed get_coinpaprika_id from the view

* reorganized a bit

* removed unused functions

* removed unused functions

* removed unused imports

* cleaning

* cleaning

* fix tests

* fix template report

* fix template report

* fixing imports

* fixing imports

* fix report

* fix report

* fix report

* fix tests

* small fixes after merge

* linting

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2022-11-16 14:13:21 +00:00
James Simmons
c8df2c39ce Removing autocomplete for all limit (#3322)
* all limit fixes

* flake

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-10 13:13:48 -05:00
James Simmons
5debfb4d0d crypto/prt fixes (#3279)
* PRT fixes

* adding error checking

* fixing elif and pylint

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-03 14:37:43 -04:00
andrewkenreich
09f753da1c More Fixes to Crypto + key sort (#3244)
* fix #3095 - autocomplete and command working + key sort

* fix #3056

* fix [Bug]  bugs #3048

* fix [Bug]  bug #3017

* sort -> sortby, not ascend, tests

* fix my goof ups

Co-authored-by: james <jmaslek11@gmail.com>
2022-11-03 11:45:40 -04:00
jose-donato
7ccbea3de1 Fix 3018 (#3269)
* fix(docs): added margin between sections

* fix: added autocompletion

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-03 11:32:34 -04:00
jose-donato
a00d02df05 Fix typo in crypto load autocompletion (#3237)
* fix(docs): added margin between sections

* fix: load source autocompletion typo

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-01 11:50:35 -04:00
0xDareDevil
56a587edb3 Big Fix: 2815. Updated if condition that was raising exception (#2821)
* Big Fix: 2815. Updated if condition that was raising exception

* Assign Coin to Query. This was raising an error

* Formatting change

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-10-13 19:12:05 +01:00
James Maslek
8f9481f735 Mpf log (#2774)
* Add --log option to candle charts

* fix website

* aha!  fix the scaling

* test

* Incorrect import
2022-10-11 15:15:46 +01:00
northern-64bit
28a0cfd2ee Improved auto completion (#2763)
* Adding improved auto complete to all menus

* Improve autocomplete

* Done

* Linting : fix unused imports

* Tests : fix help messages

* Fixing typing

* Tests : forex

* Tests: stocks

* Stocks/TA

* Linting

* Stocks/insider

* Portfolio/Broker/Degiro

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-10-11 16:07:24 +02:00
Colin Delahunty
e0c5a199e6 Cleaned out pred remenants (#2743)
* Cleaned out pred remenants

* Added more cleaning
2022-10-08 22:06:29 +02:00
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
Colin Delahunty
5bc7bc070e Tests over API Best Practices (#2344)
* Started new tests

* Added special function

* Improved dict

* Finished new test

* Got bad functions to 75

* Got bad func to 73

* Bad func down to 60

* Bad func down to 50

* Bad func down to 35

* Got bad func to 30

* No more bad functions

* Added tests

* Added fix

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Added tests to CI

* Fixed CI tests

* Fixed CI tests

* Imrproved CI tests

* Fixed reports

* Fixed reports

* Added stuff

* Removed CI

* Fixed

* Fixed some typing'

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-22 22:31:46 +01:00
jose-donato
1661ddd440 Integrate live feeds from Pyth (#2178)
* added dependency

* added pyth models

* dependencies

* docs

* some improvements to this pyth command (#2433)

* some improvements to this pyth command

* minor improv

* dependencies

* tests

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>; COlin
2022-09-21 13:32:03 +01:00
Chavithra
72b0a9f1ee Next release : reports on steroids (#2349)
* fix gov tests

* refactor insider

* new virtual path extraction

* removed some symbol default params as they're considered critical

* little adjustments

* portfolio refactor

* merge API factory

* add helpers, stocks, crypto, forex

* minor forex changes

* include forex api paths

* add 2 missing forex funcs

* portfolio brokers refactor

* display help on api func call

* add econometrics virtual paths to api

* add api unit test

* fixed report for the new api

* minor portfolio refactorings

* added gdapps

* anchor_yield path

* some more crypto path fixes

* small change

* fixed wrong param

* minor fixes

* wip - inital commit for forex report

* add bw as a model, we'll get better solution afterwards

* added ema with dummy model as it adds great functionality to the report

* minor fixes

* wip - added functions to forex report

* add feedparser news path

* add new virtual paths to api

* adding commands to equity report

* revert to old paths, new ones were breaking

* Add in very basic ETF report

* Add candle chart to ETF report

* add etf load

* allow use of candle without data

* add raw to candle

* added forex report

* ongoing equity report

* equity report change

* fix some portfolio bugs and add docstrings

* include portfolio paths and coin class

* add crypto paths

* change event dates to str

* starting economy report

* window for limit

* equity report and refactor newsapi

* add helper to api

* update on economy report

* equity report

* update economy report

* refactor some docstrings

* change maturities helper

* refactor newsapi

* refactor futures command

* add some sauce to ycrv plot

* black

* update report

* refactor alphavantage

* refactor wsj

* update economy report

* ycrv tenor

* map avaiable_indices

* map economy helpers

* fix econdb docstring

* add plots on economy report

* minor fixes

* wip - crypto report

* update economy report

* added same default args as view

* added view to explicity use chart=True when suing the api

* adjustments - removed rich tables to use only df

* final version economy report

* change report name

* equity report for review

* linting

* add etf symbols endpoint

* incorporate feedback economy report

* fix reports launch by adding tag to economy report

* fix equity bug

* remove analyst name

* fix

* fix news

* make links hyperlinks for equity

* click links

* fixed arg name

* improved news

* small improves

* Fix light terminal stylesheet that would prevent using it in notebooks (#2473)

* improved report

* run reports in installer

* fix #2209

* minor ycrv refactoring

* refactor portfolio/holdv virtual path

* refactor benchmark trades

* fix events args

* adapt economy report to changes

* fix portfolio controller bug

* holdv refactor

* refactor perf command

* start portfolio report

* remove perf view

* refactor holp

* add textwrap3 to poetry (doesn't solve the error)

* fix equity after merge

* add some rolling commands

* fix equity after save button

* improved crypto report, plus minor fixes

* minor fixes on the reports

* add maxdd and distr

* refactor qa

* var command

* refactor qa expected shortfall

* add es command

* add es command

* fix qa percentile bug

* fix economy rendering

* refactor qa omega

* add om command

* add summary command

* add dret command

* add mret command

* add yret command

* add metrics

* add allocs to report

* remove bro and po commands, add later

* fixed some tests

* adjustments to crypto report

* Fix docstring for VSCode

Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.

* minor adjustment

* remove nft calendar model virtual paths

* Add in Portfolio report

* fix external axes portfolio view

* Update portfolio report with rolling plots

* Details for ETF and Portfolio

* fix economy report

* change analyst to openbb

* floppy

* fixed unmatched axis in reports

* Speed up tests

* fix file and load on po

* get_news output

* add some po paths

* Add integration tests for Reports menu

* refactor maxsharpe

* open maxsharpe

* open minrisk

* open maxutil

* open maxret

* Added fixes

* black

* remove useless views

* Fixed small issue

* refactor ef

* open ef api

* portfolio optimization report

* Added fixes

* unblock api loading

* add more endpoints

* update po report

* unblock api loading

* update po report

* expose herc

* expose property endpoint

* Added fixes

* More api fixes

* flake8

* Fixed some mypy

* news api model

* flake8

* mypy fix

* mypy

* black

* pylint

* fix tests

* markdown

* markdown

* Added fixes

* fix economy report

* merge

* fix economy report

* remove empty notebook

* expose nco

* remove jupyter notebook

* expose plot endpoint

* remove po report, just used for tests

* api v paths plot

* remove api_old

* change loading msg

Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Om Gupta <guptagom@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Om Gupta <85685255+soggyomelette@users.noreply.github.com>
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-09-20 15:07:58 +01:00
DidierRLopes
8edf079041 Big refactor to be explicit about data sources (#2490)
* refactor stocks datasources

* add rest of data sources

* add_cmd without source

* forgot one tiny thing

* fix crypto tests

* fix forex tests

* fix etf tests

* fix economy tests

* fix oss tests

* fix remaining tests

* fix tests

* Rewrote vcr files

* Take 2

* fix test

* fix tests for FA

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-04 18:04:56 +01:00
DidierRLopes
356d568b1e Fixes getting into qa or pred from crypto controller (#2432)
* fix #2431

* minor typo

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-29 17:41:59 +01:00
jose-donato
4399d06a78 Refactoring crypto load (#2366)
* refactoring load

* updated to match minh changes

* improved loading

* updated tests

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-08-24 10:10:16 +01:00
Chavithra
9e1a58e2db Here we merge all API Refactor related branches (#2236)
* Update api.py

* Updated forex menu

* refactor ycrv command

* refactor ycrv command black

* refactor ecocal command

* Minh changes

* Adding space to test pushing

* title fix ecocal df

* get economic calendar annotation

* fix investingcom tests

* refactor index command

* refactor overview command

* give defaults to wsj view function args

* rename date args investincom

* refacto bigmac command

* fix ecocal typo

* refactor rtps command

* alphavantage gdp

* alphavantage gdp per capita

* alphavantage cpi

* alphavantage tyld

* alphavantage inf

* refactor macro command

* refactor macro command w helpers

* refactor treasury command

* fix macro on terminal

* treasury labels

* refactor maturities

* update treasury maturities doc strings

* refactor get economic calendar finhub

* refactor map command api

* display map filter choices

* route economy api to performance map

* route economy api to performance map

* display group choices on valuation command

* refactor performance and valuation commands

* refactor spectrum model and view

* add choices to spectrum controller

* delete image after view

* fix model tests finviz

* fix finciz view tests

* refactor futures

* fix some tests

* fix more tests

* fix controller test

* refactor fred series notes

* update fred notes docstring

* refacto fred series ids

* fix pred and qa when empty datasets

* refactor fred

* uncomment stuff

* refacto get series data

* fix some tests

* set defaults on args

* refactor fred yield curve

* black

* fix spell and remove ecocal names

* fix linting

* linting

* pylint fix

* change dangerous defaults

* Working through crypto fixes (#2256)

* Working through crypto fixes

* Continued adding crypto stuff

* Added crypto overview

* Added test fixes

* Added fixtures

* Fixed tests

* Fixed charting issue

* Removed broken APIs

* Final adjustments

* Added test fixes

* map get groups and get ycrv countries into old api

* exposed econdb helper funcs

* remove helpers

* refactor search indices

* linting

* refactor arg currency

* pylint from currency

* Started switching crpyto ascending to ascend

* Merging

* Portfolio model arguements, params, and docstring

* Refactored for etf commands (#2292)

* Refactored for etf commands

* Fixed tests

* Added load command

* Fixed menu

* Portfolio logic fixes

* Added econometrics (#2260)

* Added econometrics

* Fixed tests

* Simplified API

* Added test fixes

* Added test csv

* Allowed examples to be loaded

* Fund refactor (#2291)

* Fund refactor

* Changed fund_name and fund to name

* Changed ascending to ascend

* Stock menu refactoring for easier API usage (#2194)

* Stocks  refactoring for easier API usage

* Linting

* Refactor newly added features

* Linting

* Fixing tests

* Refactor common files used by stocks menu

* Fixing flake8

* Fix linting and tests

* Linting

* Fix flake8

* refactor insider_data

* refactor mentions

* refactor watchlist

* refactor sentiment

* refactor sentiment

* fix yahoofinance tests

* refactor load and candle

* refactor get_news and display_news

* refactor stocks.ins.act

* candle default matplotlib

* fix yahoofinance_view tests

* fix ark model tests

* fix ark view tests

* fix business insider model

* fix business insider view

* refactor csimarket model

* fix tests csi market model

* update dd controller

* fix get suppliers tests

* fix dd controller tests

* fix finhub tests

* fix finviz tests

* fix fmp tests

* fix marketwatch tests

* corrected argument keywords in test_bt_model

* corrected argument keywords in test_bt_view

* refactor fa controller

* refactor marketwatch view

* refactor gov controller

* fix tests fa av

* fix tests elect

* fix dcf tests

* fix polygon tests

* fix fmp tests

* fix quiverquant tests

* fix yahoofinance fa tests

* fix more fa tests

* fix insider tests

* fix more tests

* fix more tests

* fix options tests

* fix stock gov tests

* fix tests test_ba_controller

* fix tests for test_finviz_compare_model.py

* fixed 2 tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fix final tests

* fixed tests

* fixed tests

* Fix tests

* black

* forgot to black tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* flakefix

* Tests + code : Stocks / Discovery

* fix tests

* added recorder

* fixed tests

* fixed tests

* black

* black

* remove unused imports

* refactor display raw

* sia dicts fix

* pylint

* linting

* remove dangerous default

* fix tests

* fix beta model test

* black

* skip screener qa test

* change sector path to sectors

* update tests readme

* fix metric defaults

* black

* substitute lost ticker

* defaults cpic

* another round on sia

* refactor cramer

* reduce default tweets on sentiment

* refactor yf hist, corr, volume

* arkorders default

* refactor income, balance, cashflow

* refacto scorr, screener, getfinnhub

* refactor stockgrid

* ibkr refactor

* another round on stockgrid

* add dividens end point

* refactor discovery endpoints

* update docstrings with similar input

* refactor messages

* refactor ba

* refactor regioons

* refactor twitter sentiment

* refactor hist

* refactor regions

* give default to timeframe

* refactor bunch of defaults and arg names

* remove leftover imports

* refactor vwap

* let tests run

* fix tests

* fix stock tests

* fix stockanalysis tests

* flake

* MYPY

* Made important changes

* added fixes

* Fixed big issue

* Added fixes to tests

* fix qa tests

* fix tests

* fix 1 more test

* last stocks failing

* fix crypto test

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>

* fix portfolio tests

* change period to window

* update ca docstrings

* refactor get_similar_companies func

* Fixed

* Update CI

* Update CI 2

* Update CI 3

* Update dependencies

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-08-17 15:28:54 +01:00
James Simmons
0f01b8437d Release 1.7.0 (#2300)
* Version Bump

* Changing pred install for intel workflow

* Disabling prediction menu

* Fixing codesign paths

* Changing disk location for detach

* Making sure to not pull from main

* changing windows build

* Hopefully final change for the release

* codesign fix

* fixing package stuff

* Fixing feature flags and env

* Adding comments about feature flags

* Changing windows build back

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-08-12 13:44:27 -04:00
DidierRLopes
fea15aa13d Fix stuff (#2150)
* Make sec fillings link clickable in report

* Fix #2130

* styling here and there

* fix crypto panic key output result

* minor styling

* style

* tests

* allow for bitcoin rainbow to go into future

* add 2024 halving

* pylint ignore
2022-07-24 10:38:02 +01:00
DidierRLopes
9e220e8f3c Creates a controller to specify sources (#2069)
* Add all data sources to data_sources_default.json so we can have a list in one place

* create menu to get and set data sources

* improve settings controller

* james request

* improve helper message

* minor improvement

* fix tests
2022-07-12 18:56:52 +01:00
Jeroen Bouma
b749d6e3c6 Improvements within the Terminal for the Documentation (#2048)
* Change about us to open_terminal_documentation

* Change the home menu to be more compact

* Make changes to menu layout and change bottom bar

* Change about command to send you to the documentation and add about to bottom bar

* Add in about choices to all menus

* Adjust wording

* Adjust the website to match terminal commands and make adjustments for common menus

* Update the website and small change to about command

* Small adjustment to about command

* Remove update command

* Add some more info about arguments

* Fix broken link

* Add pro tip

* Update keys to work well with about

* Fix some common paths

* Add back in the update command with exception if packaged application

* Remove update comment

* Fix all the things

* Make about more robust and also add in exe

* Make sure that there are actual commands and menus
2022-07-06 13:52:26 +01:00
minhhoang1023
67e3b3be13 Add Introduction to Cryptocurrency Guide & Fix crypto/find (#1970)
* Add Introduction to Cryptocurrency

* Add images

* Finish guides

* Add images

* Fix find not working

* Add keywords

* Update top_level_menu.md
2022-06-26 23:57:51 +01:00
Sam Kerr
497324d75f Preferred data source for a given command and help docs for any command (#1928)
* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Forex controller

* Tests : Fixing `parse_known_args_and_warn` issue

* Comparison Analysis controller

* Tests : Comparison Analysis

* Tests : Stocks/DarkPoolShorts + Stocks/Options

* Tests : fix call_load tests

* Linting : fixing line size

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-06-14 20:23:55 +02:00
jose-donato
0e03b9e9e4 refactoring load, changed chart to candle (#1838)
* refactoring load, changed chart to candle

* updating load

* refactor done, missing tests

* fixed chart

* refactor

* linting

* tests failing

* fix minh issues

* auto completion for load

* linting

* Tests : cryptocurrency/controller ; remove mocking of functions which are not used anymore

* Cryptocurrency/Controller : call_headlines ; fix bug

* Tests : cryptocurrency/controller ; mock function

* Tests : cryptocurrency/due_diligence ; fix expected output

* cryptocurrency/due_diligence ; mock functions

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-09 13:25:33 +01:00
didierlopes.eth
707fd8f506 Terminal supporting controller with multiple languages (#1730)
* initial implementation of terminal supporting multiple languages

* improve quote command

* stocks controller with english translation pattern

* add language to settings

* update reqs to have python-i18n

* find languages automatically

* add to documentation how to support another language

* markdown

* fix no member issue

* fix test

* refactor code with translations

* translate for options and options/scr

* solve translation for all submenus within options controller

* fix stocks controller tests

* translate disc and th

* dps and sia menus

* scr and ins

* add gov controller

* fix tests for new controllers

* stocks/ba and stocks/ca menus

* add stocks/fa

* res controller

* stocks/dd

* stocks/bt

* qa and pred

* crypto and crypto/disc

* overview and onchain menus

* defi

* nft and tools

* crpyto/dd

* stocks and crypto TA

* finish crypto menu

* finish ETF controller

* finish economy menu

* forex

* alternative and mutual funds

* refactor source for translated version

* econometrics and portfolio and brokers

* portfolio

* fix tests

* finish language implementation

* refactor code for cmds

* improve keys

* refactor name funcs and add docstrings

* fix minor stuff

* fix tests

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-24 21:56:16 +01:00
didierlopes.eth
2cb229f35e Fix a bunch (#1852)
* spacing before and after rich tables

* fix menus to have standard UI

* fix tests

* fix tests

* fix tests
2022-05-21 16:57:39 +01:00
jose-donato
b40c2b7a6e fix 1793; bring stocks ta to crypto (#1802)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-05-11 20:42:40 -04:00
didierlopes.eth
1e454bb4a4 Fix regression bug introduced by #1709 regarding support command (#1803)
* fix tz autocomplete

* fix regression introduced by support command #1709

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-12 00:57:01 +01:00
minhhoang1023
2e67fd28a0 Add terminal-wide report command (#1709)
* Add terminal-wide report command

* Update requirements.txt

* Update lock file

* Remove commented lines

* Pre-fill Google Forms

* Update form

* Fix PR review

* Fix PR review

* remove conflicts

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-05-11 01:45:14 +07:00
minhhoang1023
e59a30b188 Add crypto DD commands (#1710)
* Add github activity over time

* Create tests

* Update default days in chart command

* Add san package to poetry

* Fix tests failed

* Generate fixtures

* Fix tests failed

* Remove sanpy package and use requests instead

* Adjust index

* Add hugo server

* Fix datetime

* Update tests

* Revert "Update tests"

This reverts commit ffe03a7224.

* Fix tests

* Regenerate cassettes & filter api tokens

* Fix windows issues

* Fix PR comments

* Pass tests & fix comments
2022-04-27 19:49:30 +07:00
jose-donato
a12e0946da Starts crypto tools menu (#1668)
* started crypto tools menu

* allow zero float

* added obb script

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-04-14 14:24:42 +07:00
jose-donato
5bf4618b39 Adds QA and Pred to forex (#1652)
* added qa and pred to forex

* updated test help

* Add forex/qa notebooks api wrapper

* Add forex/qa tests

* Add all menu commands to the integration test script

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-04-08 21:03:36 +03:00
jmaslek
b71abcfbf4 Updating some names (#1575)
* quick econ fix

* black

* keys and feature flags

* terminal name 👀

* some more replacements

* some more replacements

* edit pyproject

* gst -> openbb

* add example portfolios back to git

* Update api from gst

* sorry.  skipping some tests

* another round of names

* another round of test edits

* Missed some .gst refs and update timezone

* water mark stuff

* Fixing Names in terminal.spec and name of GTFF_DEFAULTS to OBBFF_DEFAULTS

* fix more GST to OpenBB Terminal

* Logging : merge conflicts with main

* Revert wrong files

Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-03-29 09:46:26 -04:00