Commit Graph

246 Commits

Author SHA1 Message Date
Igor Radovanovic
27a711ba46 [Feature] - Create static asset tests (#6182)
* Create static asset tests

* Lint
2024-03-11 14:32:12 +00:00
Danglewood
eaae8c2248 [Feature] Add Tradier Provider Extension (#6178)
* add tradier provider

* python 3-9 tz parsing

* unused argument

* add handling for cassette playback on GitHub

* sort equity historical nicely

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-11 12:32:08 +00:00
Danglewood
3ea6bcf1a6 [Enhancement] Improve Intrinio Unusual Options (#6177)
* improve intrinio unusual options

* static files

* fix test

* really fix the test
2024-03-11 07:58:05 +00:00
montezdesousa
f328a45b95 [Feature] - refactor examples (#6154)
* remove auto examples and split python from api

* add missing exampels

* rebuild

* query params focstring

* black

* add scoped examples

* group model imports in the router

* unblock api

* fix

* classify examples

* fix package identation

* black sig

* fix indentation without linter

* fix python examples

* remove doc

* pylint

* again

* add model validators

* commodity, crypto, currency

* filter examples

* fix python examples

* fix filter and build

* undo toml change

* add comment

* oop

* comment

* typing

* lint

* Update router.py

* Update econometrics_router.py

* fix to_python

* to_python

* to_python

* black

* fix multiple line field descriptions

* remove circular import

* add missing import

* pass indent as object attr

* doc

* doc

* this looks better

* forgot this

* fix: new examples adapted

* fix prev commit

* avoid future problems

* Update ownership_router.py

* rebuild + remove todo

* make description mandatory for python examples

* simple indent

* append_examples func works for both website and docstring

* Add example unit tests

* Edit example unit tests

* fix validator

* this works

* fix to_python

* fix mandatory docstrings

* typing

* shorter error msgs

* economy router

* fix more examples

* more examples

* more examples

* more examples

* field desc

* minor fix

* fix etf examples

* handling types better

* lint

* rename method

* rename var

* docstring + move method

* typing

* prompt

* rebuild

* prompt fix in PythonEx

* fix examples without model

* example mock data

* add get_field_type func to get field data type

* panel data

* mock data

* fix

* fix

* docstring

* ohlcv

* pylint

* quantitaive router

* simplify mock data

* fix remaining quantitative routers

* a bit more flexibility for examples

* lint

* mock dat from sample

* docstring

* assertion

* bugfix

* minor fix

* technical

* fix integration tests

* fix docstring

* econometrics examples

* econometrics examples

* remove warning

* add technical examples

* fix bad examples

* fix more examples

* update test rules

* remoce old pydantic referenc

* fix bug in treasury prices

* fix quantitative examples

* discovery router

* equity shorts

* equity shorts

* fix currency pairs

* fix sec_router example

* fix panel data to support all funcs

* black

* more examples fixes

* simplify test

* rebuild

* test doc

* add provider to some ex

* ^

* last

* add provider

* rebuild

* working examples

* noqa

* pylint

* pylint

* clean

* minor fix

* fix test

* lint

* ruff

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-09 23:22:40 +00:00
Danglewood
8254bd5638 [Enhancement] Standardize "X".price.historical Intervals and Params (#6146)
* FMP

* tiingo

* yfinance

* intrinio

* polygon

* fmp interval descriptions

* alpha_vantage

* update unit tests

* tests

* static files

* black

* black

* black again

* codespell

* codespell again

* futures historical

* ruff

* some more black

* pylint

* now black again

* test params

* skip deprecated

* fmp test cassette

* fix some tests

* fix test_query

* fix bad symbol in toolkit integration tests

* attempt at parameter deprecation warning

* Fix edge case

* test params

* more test params

* that's the ticket

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-08 16:31:38 +00:00
montezdesousa
8f3d3323e3 [Bugfix] - Lower case validator in standard models (#6172)
* add to_lower validator

* change validator name

* docstrings

* fix interval
2024-03-08 11:58:23 +00:00
Pratyush Shukla
f24e971379 exception in debug mode shows complete argument (#6174) 2024-03-07 18:15:41 +00:00
Henrique Joaquim
48c508b292 [Feature] Custom choices (#6169)
* custom choices

* remove unnecessary choices from the extra info

* static assets

* simpler way to pop choices on extra

* Getting json_schema_extra without changing the original dict

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-03-07 07:26:48 +00:00
montezdesousa
a8122e9c03 [Bug fix] - Handle multiple items with arbitrary type (#6171)
* handle multiple items with arbitrary type

* minor fix

* ruff

* inequality

* integration tests

* test

* pylint

* fix tests

* fix category

* ruff
2024-03-06 19:30:36 +00:00
montezdesousa
76556dfd28 [Bug fix] - Fix integration tests (#6170)
* fix integration tests

* rebuild

* unittest
2024-03-06 17:40:57 +00:00
Danglewood
65ce66e033 [Enhancement] Slightly Change The Order of intrinio Cash Flow (#6168)
* fix order of intrinio cash flow

* apparently homebrew takes priority, deleted that black
2024-03-06 10:14:08 +00:00
montezdesousa
b768bc08d7 [Bug fix] - Run charting tests again (#6167)
* run tests again

* forgot these 2
2024-03-05 20:27:58 +00:00
Danglewood
6efab3fd15 [Feature] Add form_13f Endpoint to equity.ownership (#6122)
* add form_13f endpoint

* review things

* option_type validator

* black

* codespell

* add some comments to the code

* remove duplicated process

* static file

* remove warning

* static why no one updates you :-(

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-05 14:21:38 +00:00
Danglewood
e7896a839e [Feature] Add Currency Snapshots With Data From FMP (#6162)
* add obb.currency.snapshots() endpoint and create new standard model

* add standard model

* static assets

* add couple of comments

* codespell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-05 13:14:08 +00:00
Danglewood
47541d4c95 [BugFix] Fix FMP Market Snapshots (#6160)
* fix FMP market snapshots

* exception handling

* model type

* forgot one line

* fix test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-04 19:32:20 +00:00
Danglewood
eb07111477 adds AlphaVantage to historical_eps (#6155) 2024-03-03 22:51:47 +00:00
James Maslek
5f5fad05e7 Improve the OECD requests (#6152)
* remove ultima + althub

* move twitter keys

* Enhance caching + more specific urls

* Update urls for stir

* LTIR

* cli

* one v3 file to fix

* Typing edits + gdp dates + gdp all countries

* Tests

* lint

* not sure why those didnt record

* handle the fact that we artifically add some start dates and end dates

* fix dates with actual solution not weird patch

* lint
2024-03-01 18:38:59 +00:00
Pratyush Shukla
ba18734f8e [Enhancement] Show the source of error in exception traceback (#6153)
* show source of error

* restructure code for readability
2024-02-29 17:48:19 +00:00
James Maslek
b458d2f4ba More v3 removals (#6141)
* remove ultima + althub

* move twitter keys

* economy kill bigmac + remove eval + plot+ stored data

* am losing track

* oanda is next

* brokers now

* fix sdk in case anyone wants it

* missed an sdk endpoint

* spec file

* small edits for installer

* stop the int tests on these

* always be fixin bugs

* some more removals
2024-02-29 12:45:19 -05:00
Pratyush Shukla
b47c9cc9d9 [BugFix] Filter OECD data using start_date and end_date parameters (#6144)
* move constant dicts to constants.py

filter by start_date and end_date

* black

* black again again
2024-02-29 14:37:58 +00:00
Danglewood
830acd99a4 [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings

* linting

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-28 18:50:33 +00:00
Pratyush Shukla
59e2099a1f [BugFix] Disable Intrinio InstitutionalOwnership model (#6142)
* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static
2024-02-28 14:57:51 +00:00
Danglewood
d46e96053f fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2024-02-28 08:51:40 +00:00
James Maslek
3d34e56ca7 Fix the v3 markdown generation workflow (#6138)
* fix workflow

* debug time

* see if the docs generate at least

* ahhhh i found it

* getting there

* put the test first

* some keys cleanup

* small change to error message
2024-02-27 18:46:50 +00:00
Pratyush Shukla
577a42461d [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`

* fix data types in models

* removed `openapi.json`

* set default date value as None in PolygonCurrencyPairs class

* add function to generate reference.json file

* reworked function to improve readability

* reword function to add seo metadata

* add functions for creating markdown sections

* add code to extract data card markdown title

* add additional functions for generating index and data models file

* extract first sentence of the description for cards

* code cleanup and documentation

* linting

* linting polygon models

* add openbb import statement in create_reference_markdown_examples function

* add POST method functions

* cleanup; reworked generate_reference_index_files function

* moved development section to 7th position in the sidebar

* fix POST function params default value

add standard flag to QueryParams and Data fields

cleanup

* add type expansion from package_builder.MethodDefinition

* sort data models cards alphabetically

make printing less verbose

* make MAX_CARDS global

display less content in cards in Commannds section

* cleanup

* Remove '_' from the cards under Commands section

* " to ' in econometrics/causality

* replace ' with " in ReferenceCard for reference dir index files

* remove extra . from the quantile function description

* shoutout to @deeleeramone for finding POST method description bug!

* set correct value for standard field

* handle BaseModel types in provider data fields

* unit tests for the platform markdown generator v2

* yeet 'Default' and 'Optional' columns in the 'Data' section

* last minute bug fix

* add info for multiple symbols

* make multiple items info same as platform static

* organize sections properly

* sort reference sub-directories alphabetically

* extra space in 'OBBject extra' description

* add type expansion for fields with multiple items

POST method cleanup

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-27 11:20:28 +00:00
Danglewood
225c945fab tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-02-27 09:53:10 +00:00
Pratyush Shukla
49967fee47 [Feature] Pretty Pydantic ValidationError exceptions (#6130)
* fix validator in fmp IndexHistorical model

* make ValidationError pretty

* modify arg error

* linting fmp IndexHistorical

* black

* remove unused code
2024-02-27 08:44:31 +00:00
montezdesousa
8e07b56752 [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring

* rebuiild

* rebuild again

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-02-26 21:13:21 +00:00
Danglewood
6f6dc0c158 increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-26 20:07:58 +00:00
montezdesousa
ea26bf0c4c [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model

* fix description

* Update cik_map.py
2024-02-26 20:07:20 +00:00
capital0
6a1ed9bd02 added australia as a country also (#6131) 2024-02-26 19:23:42 +00:00
Danglewood
71676ae9c3 [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close

* ..just the one

* update the model tripped by this change

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-02-26 17:21:36 +00:00
Henrique Joaquim
1d29ddcb86 remove unnecessary function (#6125) 2024-02-26 10:30:34 +00:00
Danglewood
1cbe34529e [BugFix] Allow Multiple Symbols in equity.fundamental.metrics() from yfinance (#6124)
* allow multiple symbols in key_metrics from yfinance

* field order thing
2024-02-26 09:56:33 +00:00
Danglewood
eea2fb55b2 [BugFix] Fix Company News (#6111)
* fix company news

* update tests

* multiple symbols for polygon

* don't include pageSize in Benzinga querystring, fixed as 100

* remove extra space

* black

* unused imports

* make benzinga test cassette smaller

* missing params

* clear empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-25 08:59:46 +00:00
Henrique Joaquim
d5cfb57dab remove charting extension env var (#6118) 2024-02-23 09:04:59 +00:00
Danglewood
2c6cfa1b6c add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-23 08:29:41 +00:00
Pratyush Shukla
274a027bf5 [Feature] - Add exception_handler decorator to static (#6112)
* add exception handler decorator

* add exception handler decorator code

* updated static

* rebuild to fix docstring indentation

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-02-22 19:06:57 +00:00
montezdesousa
6095c4314f [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-22 14:04:26 +00:00
montezdesousa
0ecb742955 [Bug fix] - Fix package mypy (#6110)
* fix: package mypy

* types

* black
2024-02-22 11:11:44 +00:00
Danglewood
11df8e1b05 [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve

* standard model update
2024-02-22 08:45:09 +00:00
James Maslek
3cc6025ab4 Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-02-21 17:09:57 +00:00
Danglewood
754e14ca71 [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:37:09 +00:00
montezdesousa
5f9d958260 [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:31:18 +00:00
Danglewood
fe3fa6af8e [Enhancement]: Add TMX data provider extension. (#5913)
* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-20 14:41:26 +00:00
Henrique Joaquim
7d84690316 [BugFix] Fix integration tests (#6100)
* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date
2024-02-20 14:03:43 +00:00
Igor Radovanovic
9fee65ab68 Add ETF examples (#6102)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-02-20 13:35:30 +00:00
Danglewood
339f979186 [BugFix] Fix treasury_rates() (#6092)
* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-19 16:19:51 +00:00
Igor Radovanovic
0b5260fc10 [BugFix] - Fix POST docstring examples (#6095)
* Fix POST docstring examples.

* Move router examples to command decorator
2024-02-19 16:12:19 +00:00
Danglewood
9f1891931c [Enhancement] Add analyst_search to the Equity/Estimates Router (#6088)
* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint
2024-02-18 17:24:28 +00:00