Commit Graph

382 Commits

Author SHA1 Message Date
James Maslek
12406a90c6 Update mdx 2023-06-21 10:10:43 -04:00
James Maslek
8e8bc2c4dd Release 3.1 2023-06-21 09:34:10 -04:00
Danglewood
ae452852d7 adds debug mode instructions for terminal and sdk (#5145) 2023-06-15 21:48:49 +00:00
Igor Radovanovic
08433a76c8 Fix income and cash flow statements (#5137) 2023-06-14 12:57:43 +00:00
minhhoang1023
c34d703786 Large Language Model - Text to command (#4695)
* 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>
2023-06-09 16:00:47 +00:00
Danglewood
1b5c05460b adds reference to the YAML files for Python 3.8 and 3.10 (#5073) 2023-05-30 18:36:20 +00:00
DidierRLopes
72a46fbfbf OpenBB Script Routines major improvement (#5005)
* 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>
2023-05-30 17:33:59 +00:00
Danglewood
e202aeb557 Hotfix/docs-sdk-basics: Updates SDK basics page. (#5024)
* updates SDK basics guide - images to follow

* adds images

* spelling

* add sentence for token regeneration

* consolidates changing sources page with the basics page

* consolidate chart-stylying guide with basics

* api-keys pages

* adds Stocks Insiders intro to SDK docs

* typo

* add cloud installation

* syntax error

* no cloud installation instructions

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-23 20:20:29 +00:00
James Maslek
dd24a8543a 3.0.0 is not current 2023-05-15 19:44:03 -04:00
James Maslek
1cf8ef246d Release 3.0.0 2023-05-15 16:03:12 -04:00
teh_coderer
979930b9e8 feature / Refactor Interactive Charts to React (#4941)
* init

* fix tables

* add shortcuts

* handle svgs

* test

* test2

* test3

* Update loggers.py

* Update sdk_helpers.py

* Update loggers.py

* Update loggers.py

* updates

* updates

* update

* handle add text high/low for candlestick traces when updating

* adding save overlay to tables

* maybe fix

* prints

* asdf

* working

* working

* removing prints

* update

* fix no figure title text

* add trace labels space

* download finished popup for MacOS

* bump pywry

* update

* update table

* Update plotly_helper.py

* only format numbers over 10_000 on tables

* Delete generate_index.py

* turn off logs in generations

* update tables

* bump pywry, fix tables, added ichimoku ta indicator

* Update backend.py

* mypy

* update tables

* updates

* juan more

* tables

* test

* bump pywry

* bump pywry

* Update loggers.py

* test

* fixing some formatting

* add update button to indicators dashboard

* fix oecd dates to be full dates

* prepare charts/tables for pywry update

* Update poetry.lock

* Update finviz_view.py

* tests

* tests

* tests

* tests

* testss?

* tests

* Create test_call_func[call_sec-nasdaq_view.sec_filings-other_args37-called_with37].yaml

* testtss please

* Update loggers.py

* testss

* `with open(newline="\n")`

* tests

* tests -__-

* why

* Revert "`with open(newline="\n")`"

This reverts commit 554e0f53f4.

* Revert "why"

This reverts commit 89f1d9b823.

* Revert "tests -__-"

This reverts commit a9c694ae96.

* Revert "tests"

This reverts commit 5463249498.

* whelp

* .

* rename `streamlit.py` -> `streamlit_run.py`,  bump pywry/finviz/streamlit

* Update backend.py

* update

* Revert "update file"

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-11 17:38:12 +00:00
Danglewood
0e0de86b49 feature/heikin-ashi-candles: Adds a flag for Heikin Ashi Candles on stocks/candle (#4979)
* Adds a flag for Heikin Ashi Candles on stocks/candle

* ruff

* pylint

* doc strings

* fix typo

* update integration test file

* updates the docs accordingly.

* remove second if statement

* requested change

* adds check for the expected columns

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-11 00:31:41 +00:00
DidierRLopes
678544914a move keyboard hotkey macros to website docs (#5002) 2023-05-10 23:39:51 +00:00
James Maslek
0765d0a166 Fix api key md 2023-05-10 14:56:06 -07:00
Thomas Marban
29a297c2dc First introduction of news_biztoc — A new partnership with BizToc.com (#4864)
* First introduction of news_biztoc — A new partnership with BizToc.com

* 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

* Add autocompletion and merge into one news function + add to sources dictionary

* Autocomplete for the tag

* fix test

* Make a new sdk help[er for openbb.news

* pylint

* lint

* lint2

* Regenerate sdk

* remove cmd from list

* api-keys

* Update api-keys.md

Add images

---------

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>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2023-05-10 18:12:55 +00:00
Theodore Aptekarev
55fe66dcdc Add linux docker launch command notes (#4999) 2023-05-10 17:53:27 +00:00
Danglewood
2da1f0d083 add libzlma workaround to Terminal FAQ (#4974) 2023-05-05 13:05:45 +00:00
Danglewood
0bcf3629a8 Updates Terminal Intro Guide for Economy Menu's Recent Changes. (#4967)
* Updates Terminal intro guide for Economy menu. Images to follow

* adds the screenshots

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-04 18:01:37 +00:00
Danglewood
c5bf54c73f Changes title from, Settings & API Keys, to, Setting API Keys (#4949) 2023-05-02 19:29:50 +00:00
Danglewood
6a4b7065e7 Hotfix/docs Updates Terminal Intro for Options, Creates Terminal Intro for Mutual Funds (#4917)
* updates Terminal Intro Guide for Equity Options

* adds the images.

* grammar

* makes changes

* adds Terminal Intro Guide for Mutual Funds

* adds screenshots to mutual funds intro

* html correction

* Translate Swedish description into English for Codespell

* remove unusual options table

* updates some links in Terminal FAQ
2023-05-01 20:51:22 +00:00
James Maslek
83df5b296e dmg -> pkg 2023-04-25 20:41:52 -04:00
James Maslek
af8beb43b3 fix mdx 2023-04-25 12:58:58 -04:00
James Maslek
94cd3c1d71 Merge branch 'develop' into feature/mock-release 2023-04-25 12:36:55 -04:00
Danglewood
4dce2fa756 Updates Terminal Basics Guide for 3.0. (#4835)
* 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>
2023-04-25 16:28:12 +00:00
James Maslek
1444141390 codespell 2023-04-25 12:04:48 -04:00
James Maslek
cd25bfdbe5 Full release notes 2023-04-25 10:26:47 -04:00
James Maslek
723bf1d27f Update note 2023-04-25 10:17:01 -04:00
James Maslek
cbda92ac4c Merge branch 'develop' into feature/mock-release 2023-04-25 10:05:01 -04:00
Jerry Duluk
f21d25436b Improved SEO of OpenBB Docs (#4774)
* Small typo

* Updated SEO for OpenBB Bot Docs

* Updated SEO for all SDK docs pages

* Updated all SEO for OpenBB Terminal Docs pages. Plus grammar edits

* Updated spelling edits for SDK and Terminal

* fix: headtitle component

* Updated Page titles for SDK and Terminal FAQ pages

* Updated page titles for all SDK docs pages

* Updated page titles for all Terminal Docs Pages (not reference pages)

* Updated page titles for Bot (not reference pages)

* Add | OpenBB Docs title for SDK and Terminal (#4883)

* add Terminal | OpenBB Docs

* SDK | OpenBB Docs added

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
2023-04-25 13:58:58 +00:00
James Maslek
91150f28eb changelogs 2023-04-25 08:36:22 -04:00
James Maslek
1b1f89af84 mock release 2023-04-24 19:12:18 -04:00
Theodore Aptekarev
80dabc17fc Update installation docs for release (#4876)
* Point download links to main

* Fix markdown formatting

* Remove debug echo from mac launcher script

* Update macos pkg installation instructions

* Fix image links
2023-04-24 17:32:25 +00:00
Carlos
1b8616e7f9 Add X11 support for docker to display charts (#4447)
* Add X11 support for docker to display charts

* Update installation docs for docker

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-04-24 13:58:09 +00:00
jose-donato
d22cdb64d5 Replaces cloudflare bacon with posthog for docs + docs fixes (#4843)
* feat: replaces cloudflare bacon with posthog

* fix: posthog apikey

* fix: new keys

* fix: added feature flags
2023-04-21 18:25:55 +00:00
James Maslek
bb27daeb0b Merge branch 'main' into hotfix/merge-main 2023-04-18 16:28:49 -04:00
Sal Darji
f9bbad254f Update macos.md
Updated the error warning to include instructions for installations from unverified developers on MacOS.
2023-04-18 15:01:55 -04:00
James Maslek
0efcd62951 Feature/hub guide (#4772)
* v0

* First iteration

* Update hub.md

* Update hub.md with API Keys section

* Update hub.md with default data sources

* Update hub.md theme styles

* Update hub.md routines

* Update hub.md API keys

* Update hub.md

* Update hub.md

* improve copy

* dev -> co

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-18 18:24:19 +00:00
James Maslek
dceaabcf53 Get rid of twitter news bar (#4820) 2023-04-18 15:47:22 +00:00
Danglewood
af800613c8 Hotfix/docs - Some Intros Updates. (#4777)
* removes .ini from screener preset examples

* updates sdk economy intro

* Update economy intro guide screenshot

Swaps screenshot with new chart

* updates terminal stocks intro

* updates screenshots for stocks intro
2023-04-14 07:34:09 +00:00
James Maslek
47500fa97a help me mamma 2023-04-13 10:34:15 -04:00
martinb-bb
8397a990c9 URL(404) fixes for multiple locations (#4738)
* URL fixes

* docker url
2023-04-11 18:06:49 +00:00
Pratyush Shukla
b06c0509ac Update source.md (#4723)
Fixed Windows path in cleanup_artifacts script portion.

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-10 13:30:50 +00:00
Danglewood
8b30f1a117 Hotfix/stock screener - Stock Screener Fixes (#4674)
* stock screener fixes

* improves error message, this is a FinViz preset

* removes non-screener functions from screener menu

* ruff

* removes tests for removed non-screener functions

* updates tests

* black

* ruff

* adds s&p 500 sector presets

* updates Terminal intro guide for stock screener

* Update screener.md

Updates guide with screenshots.

* Update screener.md

spelling

* updates SDK Intro Guide for Stock Screener

* pylint disable=too-many-lines --> disable=C0302

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 20:19:04 +00:00
Igor Radovanovic
ec083d26a9 Add a note on GC and Kaggle (#4705)
* Add a note on GC and Kaggle

* fix broken url

* moving the note to be near the installation material

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 14:08:51 +00:00
Adi Sai
bea1086952 Hotfix ultima news improvements (#4703)
* 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
2023-04-08 05:28:08 +00:00
teh_coderer
3c86851140 Hotfix/ Pywry Linux Docs (#4712)
* idk

* g

* Update no_import.py

* idk

* update docs

* test

* fixed
2023-04-07 19:35:04 +00:00
DidierRLopes
2754be2620 Improve overall docusaurus (#4675)
* Improve overall docusaurus

* update pypi on installation

* fix merge conflicts

* fix spelling

* change CRLF to LF

* improve docs installation for bot

* more changes

* few more

* fix

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-07 01:50:45 +00:00
montezdesousa
b9ea4d5cd0 Refactor sources menu (#4668)
* add data sources defaults to model

* fix f string

* refactor sources controller

* write sources to file

* write to user file

* add user data sources file inside OpenBBUserData

* append to user file, don't rewrite

* fix when sources folder does not exist

* codespell

* change func name

* change path to str

* ruff

* Add method to upload entire user field

* change clear func args

* update get_ordered_list_sources function

* move flatten

* move flatten

* change extend func name

* remove comment

* clean sources utils funcs

* mypy

* Update utils.py

* spacing

* docs

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-05 12:13:34 +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
andrewkenreich
c87226e9b6 hotfix/fixing some links (#4628)
* fixing some links

* adding pypi to installation

* fixing order
2023-04-04 06:11:16 +00:00