Commit Graph

5957 Commits

Author SHA1 Message Date
Diogo Sousa
0b3b30eccc rename exception for better localization 2023-08-02 16:51:07 +01:00
Diogo Sousa
49fe650117 update provider readme 2023-08-02 16:43:54 +01:00
Diogo Sousa
1e0a3c36c4 update provider readme 2023-08-02 16:43:19 +01:00
Diogo Sousa
9a1b4a8fba update provider readme 2023-08-02 16:42:02 +01:00
Diogo Sousa
6b93a603dc update provider readme 2023-08-02 16:37:54 +01:00
Diogo Sousa
13d95452c3 to follow the convention 2023-08-02 15:50:20 +01:00
Diogo Sousa
e3d65b502f filter 2023-08-02 14:49:19 +01:00
Diogo Sousa
cc5a334258 cleanup filters 2023-08-02 14:42:14 +01:00
montezdesousa
be864d01f3 Feature/provider refactoring (#5266)
* remove comment

* replace registry description

* black and add some todos

* remove unused var

* allow description and move provider to title

* fix the data field descriptions

* refactor globalnews

* added `"limit"` to metadata descriptions

* fix cpi command and refactor

* refactored `AnalystEstimates`

* add concat param

* refactored `AvailableIndices` for `economy.available_indices`

* sort and set index to date

* place it inside exception

* move literals to core

* rename descriptions dict

* add descriptions to cpi data

* change description

* black

* refactored `CompanyOverview` for `stocks.fa.overview`

* Updated `DATA_DESCRIPTIONS` in provider metadata

* Updated `symbol` description in `DATA_DESCRIPTIONS`

* fix stock_news alias

* pass standard limit

* fix stock news

* fix to datframe

* rebuild python interface

* refactored `CryptoEOD` for `crypto.load`

* added Field descriptions

* fix polygon stock_news

* fix stock_news data

* ruff

* refactored `DividendCalendar` for `stocks.fa.cal`

* refactored `EarningsCalendar` for `stocks.fa.cal`

* refactored `EarningsCallTranscript` for `stocks.fa.transcript`

* refactored `ExecutiveCompensation` for `stocks.fa.comp`

* first round, refactor registry, executor, map

* ruff

* Allow alias in the provider models for provider specific params

* Updated stock news to use alias in query

* small fixes

* fix interface bug

* black

* exceptions and typing

* ruff

* fix docstring

* sort providers

* push static assets without docstrings

* date Field and optional dates params in `CryptoEOD` for fmp and polygon

* refactored `ForexEOD` for `forex.load`

* add comment

* refactored `ForexPairs` and added Polygon provider

* removed `_price` models from fmp and polygon

* Updated `economy.index` to use `MajorIndicesEOD`

* removed `_price` from sdk models

* refactored `MajorIndicesEOD` for `economy.index`

* refactored `StockEOD` for `stocks.load`

* regenerate sdk

* ruff

* fix bug with global_news

* typing

* add docstrings to registry map

* update docstrings

* add executor query arg

* follow convention

* docstring

* inject provider interface instead

* doc

* safer this way

* docs

* add abstractmethod decorator

* add explicit fetcher property model_name

* remove mode_name prop

* get model name from query params

* force extra params or data to be optional

* replace fetcher list by fetcher dict and black

* explicit depps in prov interface

* explicit depps in prov interface

* no formatted creds

* no formatted creds

* dep injection

* dep injection

* private methods

* just verify credentials

* docstring

* typing and cut doc

* typing

* typing

* typing

* no overkill

* ruff

* don't block if model not found, just warn

* don't block if model not found, just warn

* don't block if model not found, just warn

* empty list if creds None

* check creds before request

* just return the data

* typing

* move query params

* ruff

* move queryparams

* move queryparams

* move queryparams

* fix a bunch o polygon models

* ruff

* partial fix fmp models

* ruff

* refactor more fmps

* create dict by alias

* refactor more fmp endpoints

* bug

* add params to transform query

* ruff

* fix fmp bugs

* has to be annotation

* rewrite static

* typing

* append return type to map

* support return for generic data type

* remove return type for openbb provider

* add todo

* fix small fred typing error

* add more return type info

* better message

* handle multiple types of data (the fetcher should declare them later)

* add comment

* ruff

* handle returns with generic for now (check juan solution)

* fix bug with generic

* fix fmp fetchr dict

* fill return type in the provider lib for docstrings

* polygon stock news

* Update economy_router.py (#5254)

* remove return type stuff

* adapt cpi and overview

* rewrite python interface

* fix to_dataframe

* limit stocks eod output

* rename method

* mypy

* mypy

* mypy chart style

* mypy provider

* mypy ignores

* mypy credentials

* Added Statements Growth endpoints from FMP

* account mypy fix

* privatize account method

* one more mypy

* remove mypy ignore

* rename private method

* Linting

* Docstring generation

* Linting

* move provider.py into __init__.py

* add default to required_credentials -> None

* refactored `KeyExecutives` for `stocks.fa.mgmt`

* refactored `HistoricalEmployees` for `stocks.fa.emp`

* provider docstring

* docstring

* refactored `HistoricalStockSplits` for `stocks.fa.split`

* standardised date in stockeod

* refactored ``InstitutionalOwnership` for `stocks.fa.own`

* removed unused imports

* add `check_fields=False` in `@validator`

* historical dividens

* remove unused helper

* move single used helpers to where they are used

* move single used helpers to where they are used

* move single used helpers to where they are used

* standardise date, vwap in crypto eod and forex eod

* rename __commands__ to __extensions__

* change coverage separator

* the map cannot change sep

* sry

* sry again

* remove comment

* refactored `MajorIndicesConstituents` for `economy.const`

* add some descriptions about provider

* refactored `PriceTargetConsensus` for `stocks.fa.pt`

* refactored `PriceTarget` for `stocks.fa.pta`

* refactored `RevenueBusinessLine` for `stocks.fa.revseg`

* change metadata file name

* docstring

* remove unecessary arg

* ruff & black

* refactored `RevenueGeographic` for `stocks.fa.revgeo`

* refactored `RiskPremium` for `economy.risk`

* refactored `SECFilings` for `stocks.dd.sec`

* refactored `ShareStatistics` for `stocks.fa.shrs`

* refactored `StockInsiderTrading` for `stocks.fa.ins`

* peers

* stock splits

* refactored `KeyMetrics` for `stocks.fa.metrics`

* refactored `StockMultiples` for `stocks.multiples`

* refactor income statement

* rebuild

* fmp balance

* added `StocksOwnership` to `stocks.fa.own`

* added `InstitutionalOwnership` to `stocks.fa.ins_own`

* refactored `StocksOwnership` for `stocks.fa.own`

* cleanup

* refactored `TreasuryRates` for `fixedincome.treasury`

* reorder balance items

* fix polygon bs

* refactored `IncomeStatement` for `stocks.fa.balance`

* refactored base and types

* added static files

* cleanup

* cleanup

* refactored `CashFlowStatement` for `stocks.fa.cash`

* added `stocks/fa` static file

* black and ruff

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-08-02 18:47:20 +05:30
Henrique Joaquim
2066d7d4be Merge branch 'develop' into feature/openbb-sdk-v4 2023-08-02 05:37:20 +01:00
montezdesousa
07537199af Move hub api keys ts (#5267)
* move hub api keys ts

* json instead

* update contributing.md

* Update all_api_keys.json

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-08-01 16:27:59 +00:00
teh_coderer
ae91a3f9b9 Hotfix economy/overview rates displaying as dates (#5269)
* fix: `economy/overview` rates displaying as dates

* Fix Test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-01 16:05:29 +00:00
Danglewood
3b5fc53cc7 Adds details/image for installing C++ Build Tools (#5268)
* Adds details/image for installing C++ Build Tools

* Update installation_updates.md with screenshots

* Update installation_updates.md

Screenshots for MS C++ Build Tools
2023-08-01 13:41:21 +00:00
Diogo Sousa
fe1073da09 only allow setup for allowed system fields 2023-08-01 12:29:42 +01:00
Diogo Sousa
c8f82e1f8f reorder system settings attrs 2023-08-01 12:04:16 +01:00
Theodore Aptekarev
21c69a510f Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-31 20:17:30 +03:00
Danglewood
d212a8e270 hotfix/gdp-units - better GDP units (#5262)
* better GDP units

* mypy

* remove not needed dict

* test_oecd_view.py

* test_oecd_model.py
2023-07-31 16:05:22 +00:00
teh_coderer
dc30ab3d36 Hotfix/ locking when deploying streamlit app (#5261)
* fix locking when deploying streamlit app

* Update streamlit_run.py

* Update streamlit_run.py
2023-07-29 02:13:42 +00:00
hjoaquim
379a5518fa small comment on show() implementation 2023-07-28 10:00:39 +01:00
Theodore Aptekarev
849e6134ee Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-27 19:23:10 +03:00
James Maslek
73348c0872 Fix issue where incorrect key for biztoc prints exception (#5257) 2023-07-27 15:09:03 +00:00
Henrique Joaquim
27e1728027 Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-27 15:04:19 +01:00
montezdesousa
41d1359202 Check token expiration before request (#5255)
* check token expiration before request

* move to jose instead

* ruff

* Reqs

* update requirements files

* Print expiration time on login

* console.print

* too fast, let the token expire...

* fix create token date

* point expired key to hub

* hard code tokens, works?

* ok it passed

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-26 19:28:36 +00:00
Diogo Sousa
afe4c480a2 fix comment 2023-07-26 14:33:37 +01:00
Diogo Sousa
531fa104c8 rename method and add description 2023-07-26 14:32:00 +01:00
Diogo Sousa
cc1a84b4d0 change method description 2023-07-26 13:15:55 +01:00
Diogo Sousa
ff31d9ab87 check sdk token expiration on login 2023-07-26 12:52:54 +01:00
Danglewood
aca982e721 fix duplicated table (#5252) 2023-07-25 18:08:51 +00:00
Danglewood
3af4be30c9 fix headTitle (#5253) 2023-07-25 18:03:45 +00:00
Diogo Sousa
068b472e4d fix fred helpers 2023-07-25 16:09:16 +01:00
Theodore Aptekarev
228bbfa2e7 Update readme 2023-07-25 17:09:09 +03:00
Theodore Aptekarev
2a603d7a13 Lint black 2023-07-25 10:05:15 +03:00
Theodore Aptekarev
8b77db059f Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-25 09:38:50 +03:00
Igor Radovanovic
f7b2caf3dc Fix to_dict() 2023-07-24 23:09:39 +02:00
Pratyush Shukla
73be75f9c1 adjClose not returned in Polygon and code refactoring 2023-07-25 00:20:42 +05:30
Diogo Sousa
176831ef00 take app utilities from container, that puts them in all menus 2023-07-24 19:16:54 +01:00
James Maslek
a0ff0d44f2 Merge pull request #5251 from OpenBB-finance/fix/reports
Fix/reports
2023-07-24 14:06:43 -04:00
James Maslek
c94f9be1e7 Merge branch 'main' into fix/reports 2023-07-24 14:05:58 -04:00
Diogo Sousa
42c0535afe fix no hub keys bug 2023-07-24 18:55:27 +01:00
Diogo Sousa
54787e184d reorder provider param 2023-07-24 18:26:15 +01:00
Diogo Sousa
f7f35d31d3 reorder provider param 2023-07-24 18:25:14 +01:00
James Maslek
0ad4de2690 downgrade jupyter deps 2023-07-24 13:13:56 -04:00
Diogo Sousa
2fd5ec4b35 add small comment on .sh 2023-07-24 18:06:37 +01:00
Diogo Sousa
8ede5a6992 pandas 2 dep 2023-07-24 17:59:22 +01:00
Diogo Sousa
82ddf90717 add pandas as charting dependcy, relock charting and core 2023-07-24 17:45:33 +01:00
Henrique Joaquim
beefeed8ce Feature/improving to plotly (#5238)
* introducing singleton abstract class

* changing charting manager to be a singleton and introducing the to_plotly_json methon on the charting manager level: which should be a proxy for the actual implementation on the charting extension module level

* exposing to_plotly_json method on a module level for the openbb_charint extension

* changing the logging manager to be a singleton

* forcing both managers (logging and charting) to update on each run

* expanding the to_plotly_json functionality on the CommandOutput level

* fix readme typo

* fix indicators anchored to left

* ruff

* removing unnecesary change

* improved docstrings

* black

* ruff
2023-07-24 17:19:19 +01:00
montezdesousa
91532c9988 Change providers folder structure (#5246)
* refactored benzinga provider directory

* refactored fmp provider directory

* refactor fred provider directory

* added polygon provider directory

* replace fmp .helpers

* fix bad replace

* redirect imports

* remove standard import comment

* remove internal import comment

* ruff

* remove third-party import comment

* fix fred bad import

* ruff

* codespell

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-07-24 17:04:53 +01:00
Theodore Aptekarev
d84c11480f Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-24 18:50:41 +03:00
James Maslek
69b121eb71 Andrew reveiw after 9 months 2023-07-24 17:38:47 +02:00
OpenBB
6a852c8be4 ruff 2023-07-24 17:38:47 +02:00