Commit Graph

650 Commits

Author SHA1 Message Date
Colin Delahunty
3147577fc9 bye bye shroom (#5351)
* bye bye shroom

* missed one

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-21 21:26:03 +00:00
James Maslek
3fcb64d5f2 Fix the CPI CSV and remove twitter functionalities (#5350)
* remove twitter functions

* remove twitter functions and all references to it

* remove twitter functions

* remove twitter functions and all references to it

* Fix units on cpi

* crlf - lf

* missed one

* update ba menu integration test

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-08-18 18:07:48 +00:00
Colin Delahunty
258ed9a11c Thegraph totally changed, I removed the endpoints (#5349)
* Thegraph totally changed, I removed the endpoints

* Cleaned up more
2023-08-18 17:45:17 +00:00
James Maslek
a2d0c571cd update changelog 2023-08-15 13:49:39 -04:00
James Maslek
d3b3990699 Update changelogs 2023-08-07 10:17:10 -04:00
Danglewood
f1eee44cab Feature/options_views: Add a Variety of Views/Charts to Extend the OptionsChains Class (#5222)
* add options_chains_view

* vsurf charts

* skew for strike vs contract

* doc string

* add chart_volatility

* linting

* codespell

* mypy

* types

* tmx mypy

* update test file

* add synthetic long/short to strategies

* updates test_options_chains_model.py

* updates some docstrings

* update documentation

* actually commit the documentation page

* update documentation screenshots

* try catch for 403 error

* add tests for options_chains_view

* int64

* SPX error handling

* add cboe options dashboard for terminal

* codespell

* enable mouse scroll wheel zoom for charts

* declare key values for all widgets

* add some more streamlit charts and tables

* fix test_yfinance_view.py

* conflict resolution

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 20:58:47 +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
Danglewood
3af4be30c9 fix headTitle (#5253) 2023-07-25 18:03:45 +00:00
James Maslek
9a08fba829 Update the release notes and revert build 2023-07-21 14:15:49 -04:00
James Maslek
3a322b831d Change 3.1 to 3.2 2023-07-21 12:57:21 -04:00
James Maslek
8b007785a1 Adds a matlab like hold on to plot on same axis (#5173)
* definitely not juan walking me through everything

* trying to pretty it

* start doing same axis with hold

* actually do the sameaxis correctly

* Better docstring

* Fix mypy

* mypy3

* pylint fixes

* Add message about candle

* might work, might now

* Update stocks_controller.py

* Update plotly_helper.py

* Update plotly_helper.py

* Make fmp view legends nice

* Update helper_funcs.py

* Add custom legends for when hold on

* bigger font

* add colors to new axes

* add custom title, remove location

* Start guide.

* Update plot-holds.md

Add figures

* More words

* Update plot-holds.md

* Finish guide

* tests

* Sneak in test updates for release

* guess not sneak test

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-07-19 23:29:24 +00:00
Danglewood
81c4b985d0 adds note indicating V3.1.0 is required for loops and keywords (#5219) 2023-07-14 17:56:31 +00:00
James Maslek
84f215d4bd Remove economy/rtps and stocks/ta/rsp (#5181)
* remove economy/rtps

* remove ta/rsp

* Forgot the sdk

* remove  from stocks/ta choices

* remove terminal ta intro reference

* remove sdk economy intro reference

* remove from integration tests

* delete gpt index txt files

* more .md files to remove

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-07-07 14:06:43 -04:00
Danglewood
8df31f8de4 feature/usd-liquidity-index: Adds USD Liquidity Index to Economy menu (#5174)
* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2023-07-06 15:50:10 +00:00
Danglewood
0af2025b71 fix example (#5196) 2023-07-05 13:22:56 +00:00
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
42bf98d6a4 hotfix/options-chains-guide: Adds SDK intro guide for Options Chains (#5155)
* add SDK intro guide for options chains

* add screenshots to page
2023-06-20 12:52:52 +00:00
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
andrewkenreich
a7c3d29358 Update gamma command in docs (#5021)
# Description

Simply edit to explain new feature

- [ ] Summary of the change / bug fix.
- [ ] Link # issue, if applicable.
- [ ] Screenshot of the feature or the bug before/after fix, if applicable.
- [ ] Relevant motivation and context.
- [ ] List any dependencies that are required for this change.

# How has this been tested?

* Please describe the tests that you ran to verify your changes.
* Provide instructions so we can reproduce.
* Please also list any relevant details for your test configuration.
- [ ] Make sure affected commands still run in terminal
- [ ] Ensure the SDK still works
- [ ] Check any related reports

# Checklist:

- [ ] I have adhered to the GitFlow naming convention and my branch name is in the format of `feature/feature-name` or `hotfix/hotfix-name`.
- [ ] Update [our documentation](https://openbb-finance.github.io/OpenBBTerminal/) following [these guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/website).  Update any user guides that are affected by the changes.
- [ ] Update our tests following [these guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/tests).
- [ ] Make sure you are following our [CONTRIBUTING guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/blob/main/CONTRIBUTING.md).
- [ ] If a feature was added make sure to add it to the corresponding [integration test script](https://github.com/OpenBB-finance/OpenBBTerminal/tree/develop/openbb_terminal/miscellaneous/integration_tests_scripts).

# Others
- [ ] I have performed a self-review of my own code.
- [ ] I have commented my code, particularly in hard-to-understand areas.

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-15 17:18:34 +00:00
Henrique Joaquim
addd4f7727 Feature/improve posthog logs (#4951)
* improving handling of logging handlers

* removing alias

* lint

* removing debug print

* adding alias back

* adding the commithash to the system so it gets logged

* doing posthog on hub_user login

* ruff

* tacking this on - docs update

* identify and alias together

* fixing conditions

* the juan way

* ruff

* don't send logs to S3 if posthog is an active handler

* branch name on the posthog logs

* removing duplicate import

* fixing tests

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-12 09:02:14 +00:00
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
72c4ce01f3 Updates SDK Intro Guide for Fundamental Analysis Module's Recent Changes (#4964)
* Updates SDK intro guide for fundamental analysis for recent changes

* previous commit was missing this

* fixes

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-04 17:32:27 +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
northern-64bit
5e92dbe636 Fix error in the SDK portfolio intro documentation (#4945) 2023-05-01 20:41:23 +00:00
Theodore Aptekarev
18204202ac Remove stocks/disc/cnews command (#4920)
* Remove stocks/disc/cnews command from terminal and sdk

* Remove disc/cnews tests and test data

* Remove cnews from default sources, translations and intros

* Remove old test data files that are not used anymore

* Add pydocstyle ignore statement to pyproject toml

* Fix print help in stocks/disc controller test
2023-04-27 16:24:13 +00:00
James Maslek
83df5b296e dmg -> pkg 2023-04-25 20:41:52 -04:00
James Maslek
bcb9129c8a showcase 2023-04-25 13:04:37 -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