Commit Graph

992 Commits

Author SHA1 Message Date
DidierRLopes
18caebf116 Allow to execute reports url from reports menu (#5385)
* allow to execute reports url from reports menu

* lint for James

* ruff

* ruff

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-28 17:32:51 +00:00
dio
db9d462188 Feature/companies house (#4721)
* Addition of UK Companies House data. Allows you to search for companies and inspect their details and download any filings including accounts

* reformatting of code

* reformatting

* reformat code

* reformat

* fix codespell issue

* updated for changes in way key are handled

* small reformatting

* added timeout for requests

* formatting

* ruff order fixes

* black reformatting

* merge issue - removed function call_openbb

* black format change

* Added new Companies House functionality to SDK

* formattng

* more Formatting (black)

* Ruff fix

* change return type for function

* forced type conversion

* return type fix

* correct error return type

* fix return type

* deleted companieshouse tests as they require API key

* Extra validation added for when data not exist from remote calls

* Added extra commands to en.yml

* spelling mistake correction

* fat finger trouble corrected

* Save documents with identifying names and allow documents to be viewed directly within OpenBB

* ruff updates

* black changes

* ruff change

* Addition of currently loaded company information in menu

* add entry in the API keys guide for Companies Hosue

* adds images to api keys guide

* adds section in SDK API Keys Guide for Companies House

* test file for companieshouse_model

* changed test data due to ruff line size limit

* resolve merge issues

* resolve merge issue

* doc strings examples

* added docstrings for companieshouse_model

* allow download_filking_document methid in view class to be called from SDK

* added docstring for download_filing_document SDK method

* correct Companies house key literal

* replace starnge . with ,

* add check_api_key decorator to each methopd in controller

* implement next and previous for looping through filings

* ruff changes

* correct tests

* companing filings now allows you specify category

* ruff line length issue resolved

* retrieves all filings  and  added charges command

* bug fix

* Added limit parameter to filings command, def :100

* fix ruff issue

* added get_charges to sdk and to test class

* resolved ruff line length issue

* add some view tests

* add some controller tests

* applying fix not merged to develop yet, column_keep_types=['Company Number']

* fix i18n description

* update test_print_help

* actually update test_print_help.txt

* Update en.yml - no colon

* rerorder imports - ruff failurre

* simple text change

* ruff fix

* help text change trying to fix pytest issue

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-28 14:28:33 +00:00
Colin Delahunty
141dd68e68 Removed prints (#5367)
* Removed prints

* FIxed typing

* FIxed typing

* Fixed typing

* Fixed typing

* Fixed typing

* Fixed typing

* Fixed typing

* Fix

* Reverted stuff
2023-08-23 18:40:31 +00:00
Colin Delahunty
1ca7fd9beb Improves the settings/userdata command, and upgrade ruff (#5359)
* Began the fax

* Bumped ruff

* Fixed a BUNCH of ruff errors

* Fixed a lot of ruff errors

* Simplify if statements

* Fixed black

* Updated some stuff

* Updated some stuff

* A lot more ruff fixes

* Added a fix

* Added a fix

* Fixed mypy

* Fixed some stuff

* Reverted one thing

* Small fix

* Small fix

* Small fix

* Added fix

* Added fix

* Update requirements
2023-08-22 20:11:48 +00:00
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
Danglewood
a6e66f7a73 hotfix/fix-stocks-search-sdk3: Fixes the stocks search so that it doesn't print_rich_table() for SDK. (#5329)
* fixes the stocks search on SDK so the ticker symbol is returned.

* export data

* unused argument

* fix test

* more test fixy

* test_print_help.txt
2023-08-17 16:25:13 +00:00
James Maslek
2b2ccacbbe more tests 2023-08-14 11:52:14 -04:00
James Maslek
f4460fbf18 tests 2023-08-14 11:40:39 -04:00
James Maslek
889a986b07 pylint + test 2023-08-14 10:47:29 -04:00
James Maslek
c000c6e3cc Merge branch 'release/3.2.1' into hotfix/macro-routines-to-hub 2023-08-14 09:39:46 -04:00
DidierRLopes
c40c3f7529 Creates a "--dev" flag that points to dev backend for testing with hub (#5319)
* check that routine title is valid

* more updates

* small fixes

* override local routine

* more improvements to routine logic

* --debug runs .dev

* few more updates

* small fix

* rename BASE_URL from ultima to ULTIMA_BASE_URL

* use debug from dataclasses instead of env since env doesn't get updated

* create --dev flag that can point to .dev backend

* merge conflits

* few changes, made it actually work 🤣

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>
2023-08-13 23:20:07 -07:00
James Maslek
f4cdc3d432 Merge branch 'develop' into release/3.2.1 2023-08-09 17:41:30 -04:00
Danglewood
581fd94276 hotfix/options-hist: Fixes options/hist to display date column when raw is True (#5304)
* fix options hist to display date column when raw is True

* make raw table title same as other sources

* if export
2023-08-09 21:36:35 +00:00
James Maslek
e122a0bb55 fix wsb/deprecate spacc 2023-08-08 14:41:40 -04:00
Colin Delahunty
19e6b61953 Fixed the get routines to meet the new backend standard (#5271)
* Added fixes

* Fixed test

* Unhid try except

* Fixed everything else

* Fixed typing

* Fixed pylint

* Fixed tests

* Fixed

---------

Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-07 13:16:39 +00:00
James Maslek
279850822d fix databento (#5287) 2023-08-07 13:10:21 +00:00
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
DidierRLopes
373c4f1ea7 Update all_api_keys.json (#5277)
* Update all_api_keys.json

* Update CONTRIBUTING.md

* Create json-yaml-validate

* Update release-drafter.yml

* Update json-yaml-validate

* fix test

* add json lint to general

* Update tsconfig.json

* Add a json_validate exclude to not check tests and certain known violations

* fix workflow

* not sure why this didnt exclude?

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 15:25:47 +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
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
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
OpenBB
b5cee74fde black 2023-07-22 12:02:06 -07:00
OpenBB
1efbbba6cf fix assertion error with test_economy_controller: test_menu_with_queue[queue0-expected0] 2023-07-22 11:59:37 -07:00
OpenBB
563b4cbbdd fix test_economy_controller 2023-07-22 11:53:21 -07:00
OpenBB
3f3c61ab00 put spaces in columns for econ/performance and valuation and make sortby work 2023-07-22 11:06:21 -07:00
OpenBB
68239df094 fix Finviz screener Perf 1Y returning as 1970-01-01 2023-07-22 09:57:51 -07:00
OpenBB
adcaadf261 rename 1Year column to fix returning as 1970-01-01 2023-07-22 09:22:46 -07:00
OpenBB
c70a990900 fix windows int overflow economy/edebt 2023-07-22 09:01:40 -07:00
Danglewood
bb7889af07 update test_get_floor_price 2023-07-21 22:30:11 -07:00
montezdesousa
d6bc45d046 add public routines flag (#5236)
* add public routines flag

* Spelling

* mypy

* Tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-21 16:26:31 +00:00
James Maslek
87b5bdb521 Release Cleanup (#5233)
* turn hold off when run even if no figure

* Add warning text to PlotlyTA

* better wording

* fixes #5232

* Fix askobb + updaate reqs

* bump requests

* Couple other bumps

* Here we go with the mac builds

* That wasn't right

* Not gonna have a good time today

* Previous miniconda

* did that wrong

* Wrong version

* ?

* installer-url instead

* 3.1 not 5.1

* CONDA UPDATE

* Revert the mac builds

* Run poetry lock and update some packages

* bump poetry on unit test

* Fix one test

* Add vanilla 3.11

* Fix issue on runner

* One last try

* Remove windows conda :D
2023-07-20 22:26:05 +00:00
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
James Maslek
830159f718 Update treasury command to get directly from fed (#5215)
* Update treasury command to get directly from fed

* test

* Fix the codespell lint

* Mypy

* help text

* mypy + askobb update

* pylint now

* Fix #5190

* Fix report

* ruff life

* Fix #5172

* economy report titles

* Make the chart nicer
2023-07-14 17:33:31 +00:00
teh_coderer
281799f047 hotfix / improve autoscaling/dynamic loading, fix forex candle charts, equity reports (#5183)
* improve autoscaling/dynamic loading, fix forex candle charts

* updates

* Update plotly_helper.py

* fix?

* fix table date sorting, localize forex load

* tests

* tests?

* ugh tests

* Update test_display_debt.txt

* Update test_get_debt.csv

* Update forex_helper.py

* close #5182

* fix `crypto/dd/info` tables not loading due to `dict` object in dataframe values

* Update parent_classes.py

* tables: show full value on hover, fix year only filtering. on reset use queue if logged in

* lint + first batch of test fix

* tests pt2

* Tests v3

* Pylint

* typo

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-14 14:46:01 +00:00
James Maslek
52c560d414 Close 2 stocks fa issues with polygon (#5217)
* Fix #5190

* Add quarterly back to polygon cash flow

* Add some to stocks statics

* lint

* Fix tests + balance all of a sudden not working
2023-07-14 14:27:04 +00:00
montezdesousa
92027a6a0e Fix prompt typo (#5192)
* fix prompt typo

* Update banner.txt

* rewrite prompt on test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-13 17:42:15 +00:00
teh_coderer
002a44b6f1 hotfix / Moving Averages Export (#5214)
* Update overlap_view.py

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-13 16:28:49 +00:00
James Maslek
9ab1674604 Make some improvements to askobb (#5205)
* Edit txt files and generate docstore

* crlf -> lf

* Unused files
2023-07-07 18:50:58 +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
598e745beb hotfix/fix-intrinio-load: (#5188)
* fix intrinio stocks load

* update test_stocks_helper

* makes --monthly --weekly work

* pytest

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-05 16:52:37 +00:00
Danglewood
b6b1fcd782 adds 6 new indices to the index list (#5185) 2023-07-05 13:24:18 +00:00
teh_coderer
923327c321 hotfix / Save session on oauth login (#5195)
* save session on oauth login

* avoid `asyncio.run` if in a running loop

* tests

* fix economy rtps
2023-07-04 23:08:16 +00:00
Harsh Vardhan Sharma
ecf7814ffd Adds Topledger on-chain data (#5029)
* Adds Topledger on-chain data

* Update with Review Comments

* Updates API Documentation for Topledger API

* Removes Duplicate entry from trail_map

* Updates Topledger Org Slugs & API keys

* Fix Linting Error

* Fix Linting Error

* Fix Linting Error

* Fix pylint errors

* Fix onchain_controller test for help text

---------

Co-authored-by: Deepak Khatri <3785149+dkdocs@users.noreply.github.com>
2023-06-30 16:16:59 +00:00
teh_coderer
d2ed7c28ac hotfix / TA ma's empty if not enough data for window (#5180)
* fix: TA ma's empty if not enough data for window

* Update test_load_options.yaml
2023-06-24 02:59:07 +00:00
Danglewood
4bc4368ff1 fix columns subtracting (#5170) 2023-06-22 21:52:48 +00:00
James Maslek
590f487dbd update test 2023-06-21 10:33:40 -04:00
montezdesousa
105557e898 Feature/routine tags (#5154)
* no guest if installer

* prevent guest if logout from account

* this not true

* rename reloop var

* ask for email again if no email

* add tags to routines upload

* Update constants.py

* Update terminal_controller.py

* Update terminal_controller.py

* black

* ruff

* black

* Update constants.py

* point at .co

* mypy

* sneak in askobb timeout

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-21 12:31:00 +00:00