Commit Graph

78 Commits

Author SHA1 Message Date
montezdesousa
dc6bbc0c95 remove typo, include load in schema 2023-09-01 12:14:20 +01:00
montezdesousa
4abc910fb1 update charting plugin name 2023-08-31 12:55:24 +01:00
Igor Radovanovic
bc28dff7cc Linting 2023-08-31 12:14:41 +02:00
Igor Radovanovic
022a203ee6 Remove empty commands 2023-08-31 11:42:03 +02:00
hjoaquim
104af3a27d fix target column bug w @IgorWounds 2023-08-29 12:51:58 +01:00
Igor Radovanovic
9bc4924320 Fix futures curve 2023-08-29 12:20:54 +02:00
James Maslek
3044f8e742 Adding to sdk v4 (#5352)
* fix the cpi "audit"

* Add fixedincome.ycrv

* run black

* styling

* add SOFR rates

* add ESTR rates

* add SONIA rates

* add AMERIBOR rates

* add FED rates + run ruff

* clean up

* add fed projections

* Merge remote-tracking branch 'upstream/feature/openbb-sdk-v4' into feature/jm-sdk-v4-updates

* Merge remote-tracking branch 'upstream/feature/openbb-sdk-v4' into feature/jm-sdk-v4-updates
2023-08-22 20:56:55 +05:30
Henrique Joaquim
379cb0bf11 changing posthog project key (#5362) 2023-08-22 10:26:17 +01:00
montezdesousa
cd2d7f21a3 Hotfix/squeeze import (#5358)
* remove commit_hash and branch references

* lazy load stats, scipy, pandas_ta

* black & ruff

* adding commithash back to log prefix

* fix test

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-08-21 21:53:11 +01:00
Henrique Joaquim
0a521a087e Feature/remove unncessary stuff (#5346)
* removing the journal service from the command_runner

* remove the journal service and fix tests

* removing journal from the command_runner

* removing journal entry references and adding optional metadata

* rebuilding static assets

* removing all references to journal entry

* removing all references to journal and journal repository

* removing journal query references

* restructuring the command runner

* fix argument mismatch and settings to user mismatch

* dropping command runner session

* re generation of static assets

* ruff n black

* removing introduced bug

* removing duplicate reference due to merging

* 3.8 compatible static assets

* changing the way we deal with erros - removing the Error model

* removing unncessary filters

* fixing tests

* regenerating static assets

* remving mongodb references from user service

* remving mongodb references

* updating dependencies with removed pymongo

* updating dependencies with removed pymongo

* removing useless call

* fix typo

* ruff

* fixing tests

* ruff

* removing leftovers

* making registry map 3.8 compatible
2023-08-21 17:46:14 +01:00
Igor Radovanovic
c38e3908a8 Fix more mypy warnings 2023-08-18 14:48:13 +02:00
Igor Radovanovic
fb8872ea09 Fix chart-related mypy errors. Co-Author: ’hjoaquim’ 2023-08-18 14:02:22 +02:00
Igor Radovanovic
374dd96aed Feature/fetcher cleanup (#5330)
* Linting

* added extra params and file cleanup in yfinance

* `yfinance` Fetcher refactored

* `cboe` Fetcher refactored, pydocstyle pass and cleanup

* `yfinance` Fetcher cleanup and pydocstyle pass

* `cboe` Fetcher cleanup

* ruff + black

* Linting

* Fetcher cleanup and typing, bug fixes

Co-authored-by: montezdesousa

* Fix CPI

* Fix CBOE typing

* Fix yfinance typing

* MyPy improvements

* remove pass

* property reorder

* update get_data_many to return raw data and refactor treasury rates

* refactor stocksplits

* stockquote

* change data one and stock peers

* stock ownership

* stock news

* stock multiples

* insider trading

* stock eod

* share stats

* sec fillings

* risk premium

* revenue business line

* revenue geographic

* price target

* black

* treasury rates descriptions

* more descriptions

* remove The from descriptions

* remove The from descriptions

* price target consensus

* polygon forex pairs

* fix `Annotated is not defined` in static files

* cboe Fetcher relisted data and pyproject cleanup

* major indices eod

* yfinance relisted data

* major indixes const

* key metrics

* key executive

* institutional ownership

* forgot futures curve

* income statement

* income statement growth

* remove unecessary var

* black

* rename var

* change generic var names

* rename abstract fetcher inner properties

* remove unused provider helpers

* add class description

* import from ParamSpec regardless of version

* specific imports hub service & ruff

* remove useless inspect import

* update comment

* remove mypy comment

* fmp Fetcher refactor, pydocstyle pass and cleanup

* ruff

* query.Dict to query.dict and set dates to 1 year diff

* polygon date interval is 1 year

* typing

* mypy

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-08-18 10:59:20 +01:00
James Maslek
385a28e49a Merge remote-tracking branch 'upstream/feature/openbb-sdk-v4' into feature/sdk-j2 2023-08-15 09:01:12 -04:00
Diogo Sousa
2b6d34b89f qa router fixes and to_dataframe 2023-08-15 11:55:20 +01:00
James Maslek
db5fc6e483 black and ruff linter 2023-08-14 16:19:14 -04:00
James Maslek
c1928f768f Edit futures eod and add futures curve 2023-08-14 16:13:18 -04:00
tehcoderer
b9fa67deb2 cleanup 2023-08-14 14:08:46 -04:00
tehcoderer
9a2aee25f5 Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-14 11:24:45 -04:00
Pratyush Shukla
bd98a61b93 OBBject properly 2023-08-14 20:00:48 +05:30
Pratyush Shukla
8b563c2627 Revert "bye obbject tests @hjoaquim"
This reverts commit 5a01c7eb7f.
2023-08-14 19:58:34 +05:30
Pratyush Shukla
5a01c7eb7f bye obbject tests @hjoaquim 2023-08-14 19:51:45 +05:30
James Maslek
489968004e cleanup 2023-08-11 17:21:19 -04:00
James Maslek
7bb49a1e72 Merge branch 'feature/sdk-v4-updates' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/sdk-j2 2023-08-11 16:28:38 -04:00
James Maslek
e02a38d27c Add futures stuff 2023-08-11 16:28:31 -04:00
Pratyush Shukla
a16cc4d9fa obbjected but now its obbviously OBBject 2023-08-12 01:23:24 +05:30
tehcoderer
4dfaa173d9 financial_ratios multi symbols 2023-08-11 14:13:25 -04:00
tehcoderer
5921f85fc2 Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-11 14:05:36 -04:00
Pratyush Shukla
bb52ace0bb Merge branch 'feature/sdk-v4-updates' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/sdk-v4-updates 2023-08-11 20:50:49 +05:30
tehcoderer
f943bc838a Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-11 11:13:18 -04:00
Pratyush Shukla
aee320d9b1 CommandOutput to Obbject 2023-08-11 20:35:51 +05:30
Pratyush Shukla
f850994de4 CommandOutput to Obbject 2023-08-11 20:30:46 +05:30
Pratyush Shukla
41f49a4e49 polished the README.md ; co-authored by: @IgorWounds 2023-08-11 19:21:36 +05:30
Pratyush Shukla
e7179c8bf0 Core SDK improvements (#5294)
* added `yfinance` data provider

* static files

* `yfinance` model cleanup

* static files

* add tests folder to yfinance

* added `yfinance` in `extensions` `pyproject.toml`

* feature/sdk-v4-cboe-provider: Adds CBOE Provider to SDK V4 (#5300)

* add cboe provider, fix regressions introduced by merge conflict

* black

* black again

* codespell - openbb_sdk/sdk/provider/README.md

* ruff

* ruff again

* static files

* modified `StockNews` date to type datetime

* static file

* cboe cleanup

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-08-11 00:48:03 +05:30
tehcoderer
47bad0d40f Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-09 11:41:44 -04:00
tehcoderer
f07e34e108 financial ratios 2023-08-08 18:08:17 -04:00
Henrique Joaquim
9348f098a5 [SDK v4] General improvements related with the charting extension (#5283)
* introducing fig on the chart model

* charting manager to expect fig and content. also, adding a 1st example of its usage for stocks/load route

* leveraging fig.show on command output

* introducing the render_chart function

* using render_chart() on the command output

* drop to_plotly_json function

* a way of removing fields from the api only

* remove references to to_plotly_json

* fix charting_router to use new convention on returning fig and content

* adjustments on the builder script

* ruff and black

* typo

* stocks_news chart implementation

* repr on chart model

* adding table style config

* removing to_plotly_json from the charting manager

* typo and a little change on the way to_table behaves so we can leverage inheritance

* introducing OpenBBFigureTable as a workarround to have tables on the sdk

* renaming to to_chart

* multiples implementation

* black
2023-08-08 15:18:57 +01:00
tehcoderer
e91fa50f24 Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-07 16:26:18 -04:00
Igor Radovanovic
ffc33acdf3 Merge, fix errors, and conflicts 2023-08-07 21:33:26 +02:00
tehcoderer
67415276a2 init 2023-08-02 12:39:11 -04:00
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
Pratyush Shukla
c09b983552 added InstitutionalOwnership to stocks.fa.ins_own 2023-08-02 16:00:20 +05:30
Pratyush Shukla
b2d3ceff31 added StocksOwnership to stocks.fa.own 2023-08-02 15:59:19 +05:30
Diogo Sousa
54706c1926 peers 2023-08-01 22:56:31 +01:00
Pratyush Shukla
719e753605 Merge branch 'feature/provider_refactoring' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/provider_refactoring 2023-08-01 01:28:53 +05:30
Pratyush Shukla
c381347987 Added Statements Growth endpoints from FMP 2023-08-01 01:28:49 +05:30
Diogo Sousa
054c1da399 mypy chart style 2023-07-31 20:04:33 +01:00
montezdesousa
2a70f1cb5d Update economy_router.py (#5254) 2023-07-31 14:22:27 +01:00
Pratyush Shukla
03f8b52f0b Updated economy.index to use MajorIndicesEOD 2023-07-28 02:06:50 +05:30
Diogo Sousa
591526f2bb fix cpi command and refactor 2023-07-25 18:03:41 +01:00