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Author SHA1 Message Date
Danglewood
2428d3efe2 docs/http-requests: Contributor Guide For Building HTTP Requests (#5973) 
* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-20 16:46:25 +00:00
Danglewood
cf5a6417a0 regex out any invisible control character from sales_conditions field (#5977) 2024-01-20 16:46:11 +00:00
teh_coderer
237defad95 hotfix/ allow multiple identify calls (#5976) 
* allow multiple `identify` calls

* Update posthog_handler.py
 2024-01-19 21:31:03 +00:00
Luqman
801ebb2cad Update labeler.yml and labels-PR.yml (#5974) 2024-01-19 19:42:25 +00:00
Henrique Joaquim
a7f5e73e34 Fixing Posthog handler for thread safety (#5968) 
* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-19 18:59:17 +00:00
Ayrton Parkinson
17ef2bf8e6 Fix link to discord channel (#5910) 
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2024-01-19 13:50:07 -05:00
montezdesousa
80f5cbfd6d Release 4.1.1. (#5964) 
* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-19 11:53:58 +00:00
montezdesousa
65bc870be3 move templates (#5970) 2024-01-18 18:36:21 +00:00
montezdesousa
e9ddbd36cf Uppercase excel reference (#5958) 
* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2024-01-18 12:10:40 +00:00
montezdesousa
c6c003e47e bug fix (#5969) 2024-01-18 11:54:00 +00:00
Pratyush Shukla
2f4abee46c [DEPRECATION] index.market renamed to index.price.historical (#5962) 
* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting
 2024-01-18 05:34:11 +00:00
Henrique Joaquim
31d03eb5f1 equity.estimates.price_target - Integrate with Benzinga (#5946) 
* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-17 18:39:40 +00:00
Danglewood
37c7b14605 hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909) 
* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2024-01-17 15:16:40 +00:00
jose-donato
54b6a2e22a fix: adds logic to check whther user is logged in on hub (#5941) 
Co-authored-by: Luqman <luqazino@gmail.com>
 2024-01-17 15:16:34 +00:00
Pratyush Shukla
7fd223d591 move government-us to community in dev_install (#5963) 2024-01-17 14:12:50 +00:00
montezdesousa
a2e3f04711 Log custom headers (#5966) 
* add custom headers

* fix: send on startup and defaults

* pylint

* unittests
 2024-01-17 12:22:29 +00:00
minhhoang1023
6fb7860a3e Update to OpenBB Add-in for Excel (#5965) 2024-01-17 11:10:31 +00:00
Danglewood
711c6203ab hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961) 
* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict
 2024-01-16 17:52:37 +00:00
DidierRLopes
f58380bed9 Excel tutorials on the docs (#5956) 
* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in
 2024-01-16 17:09:35 +00:00
montezdesousa
16cffc5f81 Docs/remove core refs (#5957) 
* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file
 2024-01-15 15:24:20 +00:00
Danglewood
c8d5556858 hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951) 
* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-15 10:21:24 +00:00
montezdesousa
83aa71a28b Create Excel templates page (#5947) 
* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2024-01-14 02:29:43 +00:00
montezdesousa
79c81497ed equity.fundamental.dividends: allow filter by date (#5932) 
* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-12 12:41:19 +00:00
Danglewood
c0f0445762 docs/data-models-url: Fix URLs on Development Page (#5944) 
* fix url to the standard models

* github links
 2024-01-12 11:39:37 +00:00
Igor Radovanovic
cdce90447a Hotfix/fix typo (#5948) 
* Disable auto_build on test run

* Fix typo

* Revert
 2024-01-11 13:19:24 +00:00
Igor Radovanovic
8c3637324e Hotfix/remove unused workflow (#5945) 
* Disable auto_build on test run

* Remove unused workflow

* Revert
 2024-01-11 11:31:11 +00:00
Pratyush Shukla
e36ba9dc42 Custom deprecation message in API endpoints and Python commands (#5942) 
* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-11 10:20:04 +00:00
Luqman
f2b9054f66 Categorize release notes based on labels for OpenBB Platform (#5943) 
* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-10 17:16:25 +00:00
montezdesousa
b1157cda7d Update excel docs (#5940) 
* update basics

* update reference generator
 2024-01-10 16:59:47 +00:00
Igor Radovanovic
d7c6918730 Disable auto_build on test run (#5937) 
* Disable auto_build on test run

* Move to conftest
 2024-01-10 15:40:01 +00:00
Henrique Joaquim
c3abc418a8 Improving Platform's import time (#5894) 
* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Update openbb_platform/core/openbb_core/app/router.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Update openbb_platform/core/openbb_core/provider/registry.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* adjustments

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
 2024-01-10 15:23:14 +00:00
montezdesousa
ee5388a81d Add date filter + symbols to comp (#5931) 
* add date filter + symbols to comp

* make sure year is in d

* tests fix
 2024-01-10 14:18:07 +00:00
Igor Radovanovic
a5396ac961 Fix vwap FMP error (#5936) 
* Fix vwap FMP error

* Linting

* Painlint
 2024-01-10 11:55:47 +00:00
Henrique Joaquim
cf9536d869 Add filtering to AV historical price (#5928) 
* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-09 15:05:58 +00:00
montezdesousa
16bd470a78 Allow multiple symbols equity.profile (#5929) 
* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-09 14:38:33 +00:00
Danglewood
0b8d6e6620 hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921) 
* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette
 2024-01-09 10:57:33 +00:00
Danglewood
873e9a50e3 feature/standardize-quote: Proposal to Standardize EquityQuote (#5922) 
* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
 2024-01-09 10:55:29 +00:00
Igor Radovanovic
af8dbe452b Add json_schema_extra to openapi.json (#5930) 
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
 2024-01-08 22:08:24 +00:00
Henrique Joaquim
bae33881d2 Introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint (#5925) 
* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test
 2024-01-08 19:36:43 +00:00
montezdesousa
f79f50abbc Docs/bug fix (#5926) 
* fix pro link

* fix wrong example
 2024-01-08 15:57:30 +00:00
Igor Radovanovic
26f67c48e3 Re-record tests and fix symbol bug (#5924) 
* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-08 12:24:54 +00:00
montezdesousa
00febe1942 Docs/excel examples (#5920) 
* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2024-01-08 11:53:05 +00:00
Danglewood
1d77e03177 hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923) 
* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument
 2024-01-08 10:13:22 +00:00
Danglewood
a7514bc588 hotfix/backend - Initialize OpenBBFigure (#5912) 
* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-06 02:03:04 +00:00
Danglewood
70633e37a0 docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914) 
* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
 2024-01-05 23:17:42 +00:00
Henrique Joaquim
b170e29478 Hotfix/terminal tests (#5919) 
* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load
 2024-01-04 14:29:53 +00:00
Henrique Joaquim
9a09999bb6 Release/4.1.0 (#5901) 2024-01-03 18:17:37 -05:00
DidierRLopes
2bc67f36a4 Update index.md (#5906) 2024-01-03 22:13:38 +00:00
Danglewood
fe63d40731 hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918) 
* replace zeros with none and normalize percents

* pylint unused argument
 2024-01-03 22:10:31 +00:00
Igor Radovanovic
c43100d209 Fix test (#5916) 
* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2024-01-03 17:40:18 +00:00