Commit Graph

118 Commits

Author SHA1 Message Date
teh_coderer
a8eb862423 hotfix/ no username on reset (#5161)
* fix no username on reset

* bump windows to 3.0.2.0

* 3.1.0.0

* Update terminal_helper.py

* Update widget_helpers.py

* Update poetry.lock

* fix dashboards/reports on installer

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-21 12:58:31 +00:00
jose-donato
c5d5b511ac Adds crypto fees revenue command (#4067)
* fix: initial commit

* fix: extra stuff

* fix: lint

* fix: ruff

* fix: linting

* fix: ruff

* fix: pylint

* fix: maybe fixed tests maybe not

* fix: pr issues

* fix: tests

* fix: updated test locally

* fix: generate sdk cmds

* fix: added source

* fix: tests maybe

* fix: lint

* fix: tests

* test

* test

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-06-13 13:50:17 +00:00
teh_coderer
73e59804fc hotfix/ Include plotly.js in reports html + Improve Charts in Reports (#5126)
* 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
2023-06-12 14:10:13 +00:00
James Maslek
425b740eda Hotfix/databento + bugs (#4973)
* bump pywry

* fix rm command (#4890)

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

* Fix `crypto/defi/anchor` (#4892)

* handle defi anchor exceptions

* reason

* mypy

---------

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

* fix windows pyinstaller subprocess fail if space in path

* remove API_IEX_TOKEN

* remove API_SENTIMENTINVESTOR_TOKEN

* Fix data bento calls

* Fix options eod chain bug

* Fix finviz get

* Fix yf balance bug

* removing breakline

* Add error message

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-05-09 08:16:32 +00:00
Pratyush Shukla
84125c88ad Fixed equity report (#4991) 2023-05-09 05:08:49 +00:00
andrewkenreich
b9a4faa0d7 fixing equity report issue (#4922)
* fixing equity report issue

* some fixes

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-05-04 17:26:38 +00:00
Danglewood
3c41eb6830 Enhances stocks/quote to allow for multiple tickers (#4928)
* 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
2023-05-02 15:28:21 +00:00
jose-donato
c603a360ec Adds shroom command and removes old ones (#4246)
* fix: remove old commands

* fix: ruff

* fix: ruff

* fix: james suggestions

* fix: added to csv

* fix: generate sdk cmds

* bump pywry

* fix rm command (#4890)

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

* Fix `crypto/defi/anchor` (#4892)

* handle defi anchor exceptions

* reason

* mypy

---------

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

* fix windows pyinstaller subprocess fail if space in path

* remove API_IEX_TOKEN

* remove API_SENTIMENTINVESTOR_TOKEN

* make -h actually work

* black ./

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-28 12:44:59 +00:00
James Maslek
cc876cd256 openbb.dev -> openbb.co (#4854)
* openbb.dev -> openbb.co

* Get rid of warning on login
2023-04-21 20:42:16 +00:00
James Maslek
dceaabcf53 Get rid of twitter news bar (#4820) 2023-04-18 15:47:22 +00:00
andrewkenreich
e2a89ecc61 reports fixing - equity / etf (#4814)
* fixing some equity edge cases on reports

* back to msft

* adding a etf tab
2023-04-18 13:30:53 +00:00
James Maslek
a1d49e7845 Revert deleted files (#4775)
* Revert deleted files

* move docuemnatation folder

* lint

* mypy lint

* Added manual trigger for GH pages

* Dont divide data by 100 in fred because it can't be overlayed on charts smh

* Switch Price -> Option Premium

* Switch Price -> Option Premium missed commit

* Undo workflow dispatch

---------

Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-04-14 21:13:35 +00:00
Pratyush Shukla
dd41b8461d Fixed crypto, economy, forex commands inreports menu (#4717) (#4729)
* Fixed `crypto`, `economy`, `forex` commands  in`reports` menu

* Modified sdk.py to use Feedparser API to get news
* Made `basic_info` and `trading_pair_info` tables look prettier in `crypto` template
* Fixed news dataframe by modifying the columns in `economy` and `forex`

* Modified `trail_maps.csv` and generated `sdk.py`

* fixing forecast dashboard

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-12 09:57:05 +00:00
martinb-bb
8397a990c9 URL(404) fixes for multiple locations (#4738)
* URL fixes

* docker url
2023-04-11 18:06:49 +00:00
Pratyush Shukla
8413d301a4 Added fix (#4718)
* Added fix

* cleaning up reports

* linting

* improve chart library

* Modified line 185 in reports/reports_model.py

* removing unncessary lines

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-10 08:23:24 +00:00
Adi Sai
4fe6cf44a3 Feature: Ultima Insights NewsMonitor Integration (#4685)
* fix typing issue that prevents running

* news monitor integration for news

* UX improvements with news monitor integration

* italicize riskExtDesc

* minor cosmetic changes

* minor cosmetic changes

* minor cosmetic changes

* Update ultima_newsmonitor_view.py

* minor fixes to launch properly

* setting Ultima API key

* Ultima NewsMonitor integration into terminal done

* integration of the commands is done

* add Ultima to SDK trailmap, but SDK generation failed on M1 Mac

* add tests

* add unit tests

* Linting and sdk

* display message if not supported by Ultima News Monitor

* Update api-keys.md

* fix stock controller problem + remove source filtering from Ultima

* remove source filtering from Ultima

* add report issue message

* add some error handling in the view to ensure unsupported companies don't get fetched

* remove powered by Ultima Insights from console output

* ran black formatter to fix linting issues

* fix ruff issues

* fix pylint issues

* lint fix

* fixed linting issue and changed keys in the Feedparser model

* get all tests to pass

* proper testing with --record-mode=rewrite

* re-run tests for updated VCRs

* redid black formatting

* re-run test_print_help in stocks controller

* make breaking news output consistent and re-run tests

* remove unused import time

* reran tests with --rewrite-expected

---------

Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-05 05:33:48 +00:00
Henrique Joaquim
13a91af400 Remove references to environment variables (#4633)
* removing references to test_mode as env variable

* removing references to os.getenv

* adding functions to change system properties

* removing references to env

* introducing set_system_variable and removing change_logging_suppress function

* removing change_test_mode and change_debug_mode

* removing change_log_collect

* adjusting config_terminal and generate_sdk

* generating the sdk

* removing unused imoports

* introducing DISABLE_STREAMLIT_WARNING

* removing load_env_vars

* test_print_help test

* sync tests

* rewrite tests

* setting the auth to True as default

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-04-03 16:22:41 +00:00
Henrique Joaquim
f87154beb8 Handling log supression (#4625)
* simplifying the way we deal with the SystemModel by removing the need for system.json file

* removing the responsability of supression from the controllers

* supressing logs on reports

* fix etf report

* supressing logs on dashboards

* black

* typo

* ruff

* pylint

* refacotr def extract_parameters

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-31 08:40:14 +00:00
teh_coderer
401a78278d Interactive Charts Improvements (#4586)
* ship it

* edits to bot docs

* Update generate_sdk_markdown.py

* splitting installation

* Update plotly.html

* no pywry print if using sdk

* Update popups.js

* Update plotly.html

* Update popups.js

* update bot index.mdx's, ramenize generate_index.py

* remove older index.md files

* added logic for light themes, refactor `generate_sdk_markdown.py` for reference cards

* reshow modebar

* Update plotly_helper.py

* fix reset reloading of env files

* refactor doc generation files

* Update plotly_helper.py

* cleanup

* Update generate_sdk_markdown.py

* Update plotly_helper.py

* updates

* fix csv_columns select overflow

* for james with love

* remove division `/ 1000`  from options_view

* Update backend.py

* Update popups.js

* csv plot candlestick logic for same Yaxis

* Update plotly_helper.py

* Update plotly.html

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-03-27 22:04:41 +00:00
Henrique Joaquim
937d033160 Adds BaseModel and SystemModel (#4491)
* adding BaseModel

* initial version of the system model

* creating setup functions and removing constants from config_terminal

* removing log_supress const

* fix test

* merge

* system handler

* fix import

* centralized configs setup

* repr to use the BaseModel

* updating i18n dict location

* ignoring warning on wrong type-var

* ruff

* Update openbb_terminal/core/models/system_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Update openbb_terminal/core/models/system_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* import literal

* loading env files before the plot backend is called

* fix tests/openbb_terminal/test_terminal_helper.py

* tests need to have i18n initialized

* fix seeking_alpha tests

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-03-22 15:00:58 +00:00
teh_coderer
0e0069eb97 Feature/In-Chart Volume, Streamlit TA Indicators (#4467)
* init

* rename `add_stock_volume`  to `add_inchart_volume` in OpenBBFigure class

* ruff

* poetry lock, req txt files

* fix: ma indicator not in list, connectgaps=true for subtickers

* improved forecasting streamlit

* added past_cov_legend next to explainability plot

* Update base.py

* updates

* Remove deprecated currencies dashboard and it's dependency

* Revert import statement deletion

* Lint docstrings and delete unused assets

* Fix forecast voila dashboard

* Fix futures voila dashboard

* Remove broken crypto prices dashboard

* Remove vsurf dashboard because of over-verbose yfinance error messages

* Fix chains dashboard chart title positioning

* Remove i18n entries for deleted dashboards

* streamlit cmdline fix for macs/conda

* Update reddit_model.py

* mypy, fixed removed `load_dotenv_and_reload_configs` in `website\controller_doc_classes.py`

* readded rust install on CLI for linux in case cache gets cleared

* Update forex_helper.py

* Update test_load[60-YahooFinance].csv

* Update test_call_func[call_sec-marketwatch_view.sec_filings-other_args37-called_with37].yaml

* deps

* sdk generation tests, trailmap fixes

* Revert "sdk generation tests, trailmap fixes"

This reverts commit 2575784a33.

* Revert "Revert "sdk generation tests, trailmap fixes""

This reverts commit 5cb0ce030b.

* improve ta-multi, add title/legends to fred_view

* Update ta_controller.py

* ruff

* Update helper_funcs.py

* Update yfinance_view.py

* Update helper_funcs.py

* change executable parent paths to REPOSITORY_DIRECTORY

* fix distorted candlestick plots when freq is weekly/month, fix demark

* fix yaxis click handler

* Update popups.js

* Update popups.js

* Update popups.js

* Update volatility_plugin.py

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-03-21 21:47:29 +00:00
Colin Delahunty
4ea20eb50d Improve handling for dot in ticker (#4513) 2023-03-17 15:32:28 +00:00
jose-donato
6e9fefce9e Adds bot documentation to docusaurus and changes for hub (#4409)
* feat: adds bot docs to docu

* fix: file structure

* fix: brings changelog and switch platform button

* adding available options and changing Example text

* fix: detect whether iframe, fix availableoptions component, dynamic update third friday for options component

* fix: updated readme to reflect new changes

* fix: made it so from iframe only shows relevant sidebar

* PLAY BUTTON WOOO - works on discord/charting/chart

* comment

* fix: search bar, improve search

* fix: hijacks ctrl+k from iframe, adds visit to hub link

* about

* setting up play button for all images on Discord

* Bot docs updates

* terminal/faqs

* update main page

* add changelog to terminal

* SDK refactoring

* minor reordering

* bot struct in place

* move bot faqs over

* updating bot index and installation

* add new letterings

* fix: adds new navbar

* fix: new bot images and layouts

* updating installation and flow

* black linter

* spelling

* spelling

* The best commit

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-16 16:29:57 +00:00
jose-donato
40cfe8148d Interactive tables using react (#4386)
* feat: experimenting tables with react

* feat: adding new interactive tables

* feat: adding more table features

* small changes

* update

* Update backend.py

* Update backend.py

* fix: dark mode?

* feat: lot of table improvements

* fix: my b

* fix: load only when prod

* feat: naive detect links and dates

* handle index and column names

* increased min width

* codespell

* mypy, pylint

* fix: added new chart, export, etc

* testing

* updates

* fix : add PLOT_OPEN_EXPORT,  USE_INTERACTIVE_DF to user dataclass

* bump pywry version, readd removed `plots_backend().start()`

* req files

* Update unit-test.yml

* Update unit-test.yml

* Update unit-test.yml

* updates

* fixing some date things

* update table

* fix formatting with timezones

* fixing some long prints and tables

* Mickey Mouse

Co-authored-by: teh_coderer <tehcoderer@users.noreply.github.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>

* fix: ?!?!?

* adding limit arg to all print_rich_table

* tests

* lint

* simple by Default on interactive charts

* playing with some css (thks jose)

* Fix #4426

* Edit some structure

* fix sdk generation

* Update backend.py

* fa menu tested and working

* fix #4460

* fix #4460 drop indices

* update tests

* update tests

* Update helper_funcs.py

* tests

* Update unit-test.yml

* Update etf.ipynb

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: teh_coderer <tehcoderer@users.noreply.github.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-13 17:50:48 +00:00
Jeroen Bouma
87cea82808 Improve stocks/fa/enterprise, now stocks/fa/mktcap, functionality (#4424)
* Improve enterprise, now mktcap, functionality

* Update the scripts to work better with SDK

* Update the tests'

* Update integration tests

* Change SDK

* Spellings

* one more spelling

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 20:47:13 +00:00
Henrique Joaquim
e99fd90361 Patch reports (#4428)
* fix equity report

* fix economy report

* fix etf report

* fix forex report

* fix portfolio report

* fix crypto report

* fix forecast report

* fix sdk generation

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 16:05:51 +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
james
bcd3421fd8 Update sdk 2023-02-27 11:38:39 -05:00
hjoaquim
e43c549c34 Patch Equity Report 2023-02-24 12:29:08 +00:00
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
xinbaDev
6e3a683beb fix variable name (#4289)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-19 20:11:51 -05:00
teh_coderer
96af407585 SDK Added about() for methods and class, fixed pypi.md (#4273)
* added log_if_login and about() for methods and class, fix pypi.md

* Update sdk_helpers.py

* mypy
2023-02-17 11:29:07 -05:00
james
15141122a2 Merge 2023-02-16 08:57:34 -05:00
Tan Yong Sheng
5705675218 Report rendering can't handle save path for users that have a period (.) in username (#4235)
* fix reports not recognize dot path

* Formattiing

---------

Co-authored-by: Yong Sheng Tan <yongsheng.tan@shareinvestor.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-14 10:17:14 -05:00
James Maslek
5aebae4d46 Feature/general improvements (#4213)
* Get rid of required ticker and add -t argument to all of fa

* ta to work without ticker

* Allow bt to be accessed without ticker

* Bt not ticker dependent (last commit was qa)

* Update stock controller

* UPdate tests

* Review changes + update tests
2023-02-13 10:22:29 -05:00
james
d73dfd3980 fixes for mypy 1.0 2023-02-08 19:14:25 -05:00
jeroen
520442786c Move ark around, updates docs, update SDK 2023-02-07 01:02:36 +01:00
Jeroen Bouma
0ee2ebcf1e Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055)
* I missed some sheet_name ones :)

* Move quote to main menu and combine yahoo finance commands

* Update stocks for quote

* First update to move yfinance away from main functionality

* Small updates

* Update tests to reflect changes

* Fix some little things

* Update docs a little too

* Remove the Due Diligence menu

* Update tests for new change

* Update fa and stocks with new text and move some stuff around

* Bye bye dd

* Pls work

* work..

* work..

* work..

* Work..|

* Add tests back in

* Remove tests

* Fix fix fix

* Remove tests to fix conflicts

* Improve the `stocks/search` command (#4084)

* Improve search command

* Make it more intuitive

* Fix tests

* Update the docs

* Ok done

* Ok done 2

* Ok done 3

* Git update tests that failed

* Update commands with --sheet-name that didn't work (#4088)

* Update commands with --sheet-name that didn't work

* Fix test

* oops

* Adds auto completion to `news` (#4089)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/Windows-CLI (#4087)

* init

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* oops

---------

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

* Adds end date to `forex/load` (#4077)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update tests to reflect changes

* work..

* Remove tests

* Fix fix fix

* Remove tests

* Update the whole test folder

* Small updates

* Revert change

* Update eodhd to reflect it requires a paid plan and update tests

* Fix all the tests

* Update tests

* Update integration tests

* Removing tests so no whining happens

* ADD ALL THE TESTS

* Fix linting

* gitignore.  thanks jer

* Add back dd and redirect to fa

* Update to just display a message

* Update OpenBB SDK commands

* Fixing issues with exporting

* Fix ruff messing up

* Fix tests

* Fix the tests by disabling isort to run on tests folder

---------

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-02-06 23:24:15 +01:00
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
Henrique Joaquim
a37d9032e3 Hotfix/fix black (#4101)
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* black everything

---------
2023-02-01 12:33:15 +00:00
Jeroen Bouma
49641bd9e8 Update the routine, portfolio and screener files and adjust the documentation (#4021)
* Remove undesired example files

* Update the documentation for routines

* Add in video

* Add some additional text

* Add in a routines example that can be activated with --example

* Remove default old examples

* Add portfolio example holdings file

* Add portfolio optimization example allocation file

* Add example files for the portfolio menus

* Remove code that unintentionaly prints the home menu on every routine

* Add home instead of /

* Remove requirement to add file if you have an example

* Ensure portfolio/po/params also talks about docs correctly

* Move all routine, portfolio and screener presets to the correct folder

* Remove presets since they are moved

* Remove presets since they are moved

* Same implementation as for file in po

* Adjust code so it works with new folder

* Adjust code so it works with new folder

* Adjust code a little since I changed folder

* Update screener documentation to include how to create a screener

* Remove old readme

* Update documentation to better reflect where to find the files

* Also update SDK notes

* Update exe with auto complete and more info

* Add images

* Update images and the last script

* Update text to make it more apparent that it has an example attached

* Add section for routine scripts on home menu

* Make call_about more robust and add record and stop

* Update the routine markdown with info about record/stop including video

* Update scripts

* Update portfolio report

* Update tests and report

* fix small load bug

* rewrite help test

* last fix was buggy

* example by default

* fix po integration test

* keep example on arg

* adapt integration test

* fix portfolio integration test

* fix more portfolio integration tests

* pa is not an option anymore

* portfolio report choices only holdings

* update integration test for portfolio report

* Small formatting improvements

* Remove sleep and fix inconsistent return

* Some spelling

* oops

* Fix tests

---------

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-01-30 13:22:32 -05:00
teh_coderer
5cac9b6743 fix income comparison error (#4029) 2023-01-23 20:20:04 -05:00
Colin Delahunty
be2c2a33d7 Convert flake8 to ruff (#3855)
* Final ruff fixes

* Added fixes

* Removed fixes

* Updated dependencies

* More updates

* revert test change

* Added fixes

* Final change

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-04 10:21:31 -05:00
joshuabuildsthings
21247ac302 Fixes ValueError in Cell 21. (#3804)
* Fixes ValueError in Cell 21.

* Fixes ValueError in Cell 21.

* Merge branch 'fix/economy-report-error-09717374' of github.com:joshuabuildsthings/GamestonkTerminal into fix/economy-report-error-09717374

* Clearing cells
2022-12-24 09:27:48 +00:00
James Maslek
a3419d0844 deps update (#3800) (#3801)
* deps update (#3800)

* statsmodels

* delete very old files

* Lots o tests

* etf tests

* OPtions tests

* Pin psutil for m1 build

* stocks rewrite expected

* pyproject comments + portfolio test

* disc/ark view test

* dcf coe

* dcf view

* stocks screener

* dcf model

* etf controller

* insider views

* dps view

* ca menu

* stocks/qa

* skip bt tests

* get rid of pymongo from .spec

* One last skip

* Allow finviz to be 1.4.4

* oops forgot to get rid of my debugging

* remove bson from spec because no more pymongo

* make requirments txt and requirements be finviz 1 4 4

* try hidden import

* Gray sweatpants

* Add files to spec

* Revert "Allow finviz to be 1.4.4"

This reverts commit 9581993b4f.

* Revert "Pin psutil for m1 build"

This reverts commit 07fa2d1be0.

* Revert "statsmodels"

This reverts commit 2e431b5d34.

* Revert "deps update (#3800)"

This reverts commit d9fb8a288c.

* Re-solve dependencies

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-12-20 23:45:29 +01:00
Henrique Joaquim
097173742a Out of the box economy report (#3802)
* out of the box economy report

* some fixes for when user has keys

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-12-19 17:12:21 +00:00
Henrique Joaquim
4021a5511f Out of the box forex report (#3799)
* dashboards working on installer

* passing args as list

* fixed for ubuntu

* adding args just if necessary

* removing the shell arg

* out of the box forex report

* removing changes

* adjusting condition
2022-12-19 10:25:45 -05:00
Henrique Joaquim
af7334a6ef Out of the box crypto report (#3794)
* working crypto report

* fixing news

* fixing the condtion's logic

* changed the load source

* added example

* trying to get rid of binance
2022-12-16 13:55:06 -05:00
James Simmons
6112658d46 Pyinstaller Hook Fix For Forecast Report (#3746)
* trying to replace hook

* reports controller commenting out forecast disable

* removing astropy, tensorflow, and riskfolio

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-12-16 13:31:37 -05:00