* temperature
* remove home
* preface home
* Add askobb to all menus
* 0.3
* index
* temp +
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* candle updates. more to come
* minor prompt revision
* minor mods
* better prompt
* more mods
* update to .23
* 0.23
* more updates
* ruff
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* POC for text-to-command
* POC
* gimme -> askobb (#4740)
* Add file to generate index data
* Add generate index file
* Remove data file
* Modified data generator
* Update .gitignore
* linting
* run all cmds with root access. new!
* output msg
* modify model name
* weird logging issue
* refactor for new llama index version
* black
* in case model doesnt know
* black linting
* linting
* more ruff
* imports
* nicer messages
* removing function from economy
* poetry
* prompt refinement
* Update spec to bring in new files
* fix llama import
* help command
* missed trailing ]
* -q parameter
* remove experimental
* switching gpt model functionality
* update prompt
* tik tok on the clock
* fixed print statements
* user run commands
* add return
* fix
* fix
* removing a few depr functions
* Add filter for slashes in askobb query
* force -q command
* removing returns
* Add edge case for custom filter
* add back -q if its not in other args
* minor checks
* new prompt - a little better
* more cases for not finding answer
* return clause
* new txt with summaries
* update index ver
* new index
* Add a log_askobb
* revision on prompt
* black
* poetry lock
* req files
* Codespell
* ruff
* Linting some stuff. Change OpenAI from local to HUB
* Update api-keys.md
* openai key
* remove this. bye bye mypy
* mypy
* mypy...
* mypy2
* fix test
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: martinb-bb <martin.bufi@openbb.finance>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* 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>
* 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>
* Updates Terminal Basics Guide for 3.0. Images to follow.
* spelling
* Adds the images.
* missing ! from markdown image
* Grammar correction.
* small wording changes
* updates Terminal Forecast intro
* adds screenshots to Forecast intro
* spelling in Forecast intro
* Forecast intro - grammar in last sentence
* Adds section for Support, removes themes sections, updates page description
* Adds images for support section.
* Add list of tips for support ticket info
* update metaphor
* make path jumping a standout note
* round of revisions - image to follow
* Image example for selecting a new data source.
* change tables sentence to say preferences are updated directly on the table.
* fix double note
* fix typo
* Makes annotated font brighter and easier to read.
* swap data source change pic.md
* Updates Terminal Technical Analysis Intro
* Adds screenshots to TA Intro
* typos
* make intro spin up pywry window with usage basics (#4871)
* fix ruff - unused import
* This indent keeps changing
* words
* updates Terminal Customization Guide
* adds image for table index locking
* chart/table cheat sheets
* Add another cheat sheet header
* fix
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* make default routines available
* remove unecessary change
* user to personal
* rename some funcs
* add last update to tables
* add routines download on login
* move some routines funcs to controller
* fix tests
* add space
* wrap some funcs inside try, except
* fix account test
* suppress outputs
* rewrite docstring
* remove circular import
* reverse order
* update docstring
* allow exe with spaces in file name
* fix exe with input
* Update terminal_controller.py
* fix regex for file extensions
* pylint
* put default routines url inside constants
---------
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* WIP - command name refactor + eliminate need for an API key to make < 25 requests per day
* check for no Ultima API Key properly
* test_print_help fixes
* reflect changes from #4697
* re-run test_ultima_newsmonitor_view with --rewrite-expected
* re-run tests without breaking news
* 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>
* fix show version
* update login prompt and account
* update set preference
* fix account controller
* block login/logout if not called from account
* change conditions to start terminal
* fix required args account model
* add not to login command
* pylint
* accounte controller messages
* set default user when logout
* logout then show menu
* remove unused functions
* fix logging bug
* ruff
* fix account unittests
* fix session unittests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* small bug
* small bug on routines list
* guest as default
* limit logout to users2
* simpler this way
* add logout
* move logout to account & add env var
* put authentication under env var
* fix tests
* remove login
* remove openbb vars on login
* ruff
* revert .toml
* Delete Icon
* Update .env
* fix sdk guest not loading keys
* ruff
* remove press enter & --login
* ruff
* move env load
* load env
* move dot env loading to terminal.py
* fix user sdk login mixing .env with user
* now it works
* fix reset
* fix tests
* ruff
* Login on the SDK using the OpenBB Personal Access Token (#4206)
* openbb key on keys menu
* adding sdk endpoints
* adding login via token to the sdk
* base url
* rename to personal access token
* added docstrings and examples
* openbb is special
* removing extra break line
* making keys working with the personal access token
* resolve conflicting tests
* Revert "resolve conflicting tests"
This reverts commit 2fca2c0ec3.
* using custom requests
* tests
* tests
* tests
* using process_session_response instead
* rewriting some tests
* Fix sdk guest not loading keys (#4207)
* fix sdk guest not loading keys
* ruff
* remove comment
* tests
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* test record mode vcr none
* remove yes from tests yml
* specify modules to reload
* try disable check api
* UPdate spec file
* Small stocks bug
* avoid reloading in test mode
* will this work?
* skip session tests
* try with env var as well
* mock sdk reload
* pylint
* bump poetry on python 3.8
* adapt to python 3.8
* adapt to python 3.8 remaining tests
* Tests : update cassettes
* Fix linting
* Makes login conditions simpler
* Tests : txt
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* 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
* 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>