Commit Graph

3736 Commits

Author SHA1 Message Date
Henrique Joaquim
39f63850ab Improve version check (#3544) 2022-11-23 16:51:17 -05:00
montezdesousa
246fdacc90 Add divs chart to sdk (#3529)
* add divs chart to sdk

* add examples

* fix tests

* fix tests

* fix test

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-23 14:53:46 -05:00
Danglewood
e0a08aaf04 Adds missing commands to QA; moves it out of Stocks; to be like TA (#3540)
* Adds missing commands

* Moved out of Stocks to be like TA
2022-11-23 12:33:55 -05:00
montezdesousa
636f3a9209 Fix /stocks/options/hedge bug (#3541)
* fix option hedge plot bug

* add cost curncy

* block hotpenny
2022-11-23 12:00:51 -05:00
Chavithra
263840494b Docker : update publishing (#3545)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker : update doc
2022-11-23 10:38:50 -05:00
Henrique Joaquim
e7992f36d6 Filtering duplicate logs (#3445)
* filtering duplicate logs

* removes the logging on the pyth model

* checks if the log file is bigger than 2mb

* check for a trail stack to know if should log or not

* using method_stack only on the OperationLogger

* getting rid of deque

* linting

* removed unusded import

* removed redundant method

* ype annotation
2022-11-23 09:36:34 -05:00
montezdesousa
99e9489a80 Get data by default on pt_chart (#3528)
* add default data to pt_chart

* add examples

* fix test

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-23 14:16:02 +00:00
James Maslek
649dd1d64b Fix linter issue (#3538)
* Fix linter issue

* Didnt import optimization menu

* Fix some things for deployment

* openbbterminal -> openbb

* openbb
2022-11-22 20:40:44 -05:00
James Maslek
bb6c245575 change back patch (#3536) 2022-11-22 19:34:52 -05:00
James Simmons
94e9e295e2 release 2.0.0rc1 (#3531)
* version change to 2.0.0rc1

* Update terminal_helper

* scipy to ^1.9.3

* signing files for intel

* Docker release for 2.0.0rc1

* scipy sign binary

* signing scipy removal

* Update build/pypi

* Checkout terminal_helper.py

* Make pypi build files executable

* changed the version checking

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-11-22 19:34:10 -05:00
andrewkenreich
a0c5b4946a add changes to docs (#3533)
* add changes

* fix

* change 2

* fix: new folder structure

* fix: jeroen stuff

* fix: grammer

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-22 17:42:44 -05:00
montezdesousa
bfc4c021e7 Fix incorrect date typing in signatures (#3524)
* Report fixes

* replace wrong typing

* mypy

* mypy again

Co-authored-by: james <jmaslek11@gmail.com>
2022-11-22 17:15:40 -05:00
montezdesousa
fb42272c81 Add clenow and demark to SDK (#3525)
* add demark

* add clenow

* add model examples

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-22 16:50:59 -05:00
James Maslek
30cd45eb92 shrug (#3535) 2022-11-22 16:15:04 -05:00
jose-donato
e1962252ad Docs fixes (#3530)
* fix(docs): added margin between sections

* fix: images

* readd old content for examples/images

* fix: codespell

* fix: codespell

* fix: ga

* fix: remove temp lorem ipsum

* fix: docu config for edit page

Co-authored-by: teh_coderer <me@tehcoderer.com>
2022-11-22 14:56:17 -05:00
Theodore Aptekarev
15d1870194 Reorganize project extras for a pip installable package (#3432)
* Re-solve the dependencies for optimization extras

* Remove unused reportlab helpers

* Update install from source and troubleshooting docs

* Fix typos found by cspell

* Prevent po menu from launching when optimization toolkit not installed

* Add optimization dependencies to default requirements.txt for the CI

* Add optimization toolkit installation to the CI

* Fix markdown linting

* Update CI test dependency installation for matrix tests

* Fix markdown linting

* Update source installation docs

* Clean up ToC in the main readme

* Update the SDK documentation

* Fix markdown linting after making readme sections linkable

* Fix more markdown linting

* Fix more markdown linting

* Update secrets detection with exclusion rules

* Bump detect-secrets configuration

* Tune secret detector

* Fix more markdown linting

* Add optimization toolkit install to installer GH actions

* Add optimization toolkit install to docker build

* Fix typos

* Add "all" extras setting to install torch and riskfolio

* Move forecasting dependencies to pyproject.toml

* Update CI build configs

* Update documentation to feature the "all" extra

* Lint markdown

* Update docs to specify requirement of having a C compiler

* Added log Id to codesigning steps in inteel Macos workflow

* Changed disk for the m1 macos build

* Changed disk for the m1 macos build

* Changed disk for the intel macos build

* taking out sigtool removal line

* Remove dev version number from pyproject.toml

* removing sigtool from all build steps

* changes to m1 build and commenting test_report_economy

* more m1 build changes

* testing exit on conda setup

* some more

* changing shell to bash to setup conda

* bash on lines

* bash on all lines

* small bash removals

* intel fix and test_crypto int test

* upgrading setupminiconda version

* adding back in intel conda init and reset

* intel removal of init

* taking bash back out from m1

* removing old codesign lines

* adding codesign specific binaries

* ssl fix for all terminal

* removing if installer

* various ssl fixes across commands

* fixing ssl mistake

* integration test changes

* Linting + remove comment

* Update poetry.lock

* Update requirements

* Update the docs to mention that PO is not working on arm arch

* Update deps to pin setuptools

* Disable reports on pyinstaller packaged version

* Update reports

* small grammar change for forecast report message

* Pin grpcio following introduced regression in 1.51.0

* Update docs to reflect changes in how optimization is installed

Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 12:33:59 -05:00
jose-donato
2e7eb4c9b6 New documentation website (#3526)
* fix(docs): added margin between sections

* feat: removed unused files; updated ga

* fix: juan stuff doesnt work

* fix: random fix

* moon at noon

* fix: update docusaurus config

* Update controller_doc_classes.py

* fix: temp fix

* fix: temp fix

* Update controller_doc_classes.py

* fix: remove old content

* fix: taggfix

* init

* fix: styling and moved file

* Update generate_terminal_markdown.py

* fix: removed unused images

* fix: port new files

* Update generate_sdk_markdown.py

* Update controller_doc_classes.py

Co-authored-by: teh_coderer <me@tehcoderer.com>
2022-11-22 16:47:03 +00:00
montezdesousa
714e7f2d5a Fix crypto/dd/eb in SDK (#3523) 2022-11-22 09:55:09 -05:00
Colin Delahunty
5c14e280a0 Bug fixes (#3423)
* Got basic testing file done

* Continued progress on new integrated tests

* Allow for dynamic parameters, update docs

* Massive improvements

* Improved CSV file

* Renamed file per James2

* Added fixes

* Added fixes

* Combined the docs

* Renamed file

* Fixed typing issue and simplified code

* Captures output for tests

* Fixes 3418

* Fixed financial statement exports

* Fixed sean seah

* Handle no ticker

* Added fixes

* Removed unwanted changes

* Removed unwanted changes

* Removed unwanted changes

* Fixed tests

* Fixed tests
2022-11-22 08:17:47 -05:00
Henrique Joaquim
d565f7d0a7 suppress logs for dashboards (#3522)
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 12:33:25 +00:00
jose-donato
eb0c305107 Sdk markdown generation (#3407)
* fix(docs): added margin between sections

* Fixes

* Update stocks_helper.py

* update git-actions set-output to new format

* Update stocks_helper.py

* Update terminal_helper.py

* removed LineAnnotateDrawer from qa_view

* lint

* few changes

* updates

* sdk auto gen modules done

* Update stocks_helper.py

* updates to changed imports, and remove first sdk_modules

* Update generate_sdk.py

* Update generate_sdk.py

* pylint

* revert stocks_helper

* Update generate_sdk.py

* Update sdk.py

* Update generate_sdk.py

* full auto generation, added sdk.py/controllers creation

* missed enable forecasting

* added running black in subprocess after sdk files generation completes

* removed deleted sdk_arg_logger

* comment out tests

* property doc fix

* clean up

* Update generate_sdk.py

* make trailmap classes useable for doc generation

* Update generate_sdk.py

* added lineon to trailmap class for linking to func in markdown

* changed lineon to dict

* added full_path to trailmap for linking in docs

* updated portfolio

* feat: initial files

* feat: added meta head

* feat: added funcdef

* added func_def to trailmap attributes for markdown in docs, added missing type hints to covid functions

* feat: added view and merged with jaun

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* init

* fix returns

* fix: random stuff

* fix: random

* fixed encoding issue on windows

* fix: generate tabs

* Added changes

* Added fixes

* Updated dependencies

* Added Jose fixes, pls work

* FIxed small issue

* Automated Change

* Added forecast, will prolly also need to pip install

* Added fix

* Automated Change

* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* Automated Change

* removed Juan sdk

* update

* updates

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* fix: some more stuff

* fix: bump ga to 3.10

* fix: examples

* fix: removed functions from root and moved ga

* fix: run pages only when main is merged

* fix: new poetry.lock

* Update dependencies

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: colin99d <colin99d@users.noreply.github.com>
Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-22 12:17:35 +01:00
James Maslek
60f8c0f312 Report fixes (#3509) 2022-11-22 10:03:26 +00:00
teh_coderer
6c9c6a68ec Terminal Docs Auto Generation (#3438)
* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update .gitignore

* Making it more 3.9 friendly

* Update controller_doc_classes.py

* Update generate_sdk_markdown.py

* Update controller_doc_classes.py

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 00:21:18 +01:00
James Maslek
cfe41ef7a9 More sdk enhancements (#3480)
* Combine CA peers to smiliar command

* crypto/disc/top into one sdk function

* Exchanges into sdk function

* delete wrong platforms trail

* #3478 sdk crypto load

* Options hist 1 sdk function

* SDK functions

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-11-21 21:58:32 +00:00
montezdesousa
659c214520 Add keys examples in docstrings (#3497)
* add keys examples

* add stocksera

* add more examples

* Update keys_view.py

* Update keys_view.py

* Update keys_model.py

* Update trail_map.csv
2022-11-21 19:43:07 +00:00
Colin Delahunty
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
montezdesousa
18d1ce0df5 Add missing qa functions capm, beta, cusum, acf, qqplot, hist, line (#3499) 2022-11-21 10:49:18 -05:00
Henrique Joaquim
976d5dfccc Fix crypto 3327 (#3434)
* removed get_coinpaprika_id from the view

* reorganized a bit

* removed unused functions

* removed unused functions

* removed unused imports

* cleaning

* cleaning

* fix tests

* fix template report

* fix template report

* fixing imports

* fixing imports

* fix report

* fix report

* fix report

* fix tests

* small fixes after merge

* linting

* split find into view and model

* added tests for view

* add tests to model

* black

* unused import

* disbale import oustise top level

* removed view from sdk

* added example
2022-11-21 14:48:40 +00:00
James Maslek
4fc2edf0fb single sdk unit test (#3489) 2022-11-19 14:23:56 -05:00
James Simmons
c875f4f633 Fixes to Automated Builds (#3483)
* first

* changing int tests to run all

* commenting out economy

* workflow step to delete env
2022-11-19 13:28:04 -05:00
James Maslek
fa2ca4e566 fixes (#3488) 2022-11-19 13:26:44 -05:00
James Maslek
ff89e32cb3 Trailmap fix (#3487) 2022-11-19 09:07:04 -05:00
montezdesousa
1d3e468cb9 Portfolio optimization - plot, show and load endpoints (#3443)
* minor changes

* add spaces to print help

* start _show refactoring

* partial refactor po

* fix ef view

* refactor plot

* remove some unused stuff

* refactor charts

* forgot this

* validate input type

* change func name

* rename some endpoints

* move statics

* turn some args to kwargs

* rewrite equal docstring

* equal docstring again

* add docstrings and move some statics

* fix maxsharpe terminal bug

* refactor show

* fix ef

* add integration tests

* fix category bug

* fill some examples

* add more examples and fix nco

* add more examples

* add one more example

* add examples file

* add examples to load

* add detail to example

* add integration tests

* fix doc

* fix teste

* black

* flake

* pylint

* Linting

* Fix return

* Trying to fix display_plot

* display_rc_chart -> display_rc

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-18 20:56:16 +00:00
montezdesousa
570e579067 Portfolio docstring example fixes and some bugs (#3431)
* fix doctest

* fix some type hints

* reorganize portfolio folders

* fix rfr

* fix vol bug

* fix more docs

* fix failing test

* doc typo

* numpy fix

* pydocstyle

* regenerate website docs
2022-11-18 19:30:55 +00:00
James Simmons
b50532409b changing options legends sizes (#3460)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-18 10:11:59 -05:00
James Maslek
95db246ec4 Making the SDK more intuitive. (#3450)
* Add earnings to fa trailmap.  More trailmap deletes

* Crypto renaming

* Economy futures sdk

* Forex quote function

* Update events docstring

* pydocstyle on this file

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-18 09:08:49 -05:00
Colin Delahunty
cca41d4f08 Fixing various bugs (#3474)
* Fixed warning message

* Refactored screener menu

* Pylint fix

* Fixed bugs

* With bug

* Choices : update error message

* Fixed issues

* Fixed more bugs

* Fixed more bugs

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-18 09:08:29 -05:00
Chavithra
2273a705fd Choices Generation : Forex (#3475)
* Choices : add support for StocksBaseController and CryptoBaseController

* Choices : Forex

* Choices : disable by default

* Choices : update parent_classes

* Choices : forex/qa

* Linting

* Choices  : choices -> choices_default

* Choices : fix

* Choices : fix issue with int and float list

* Tests : forex/qa and forex/ta

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-18 12:59:39 +01:00
martinb-bb
6393d84f43 fix rendering issue with update sdk with _chart (#3455) 2022-11-17 22:44:04 -05:00
James Simmons
6f854d0f33 Small SDK_README changes (#3437)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-17 17:38:08 -05:00
James Simmons
35c2177460 fixing model, view, and controller (#3439)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-17 15:05:10 -05:00
martinb-bb
e84d78e255 report fix (#3435) 2022-11-17 15:03:45 -05:00
martinb-bb
2a084833a3 Fix for covid cases export (#3447)
* fix

* fixing export to have datetime as a column not index
2022-11-17 13:48:42 -05:00
James Maslek
3dd9fb9567 Fix reports after SDK changes (#3444)
* Fix sdk changes

* Forex report

* Crypto Report

* etf report

* economy report
2022-11-17 12:43:40 -05:00
James Maslek
1435227c77 Oanda Bug (#3426)
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-17 12:10:34 -05:00
Colin Delahunty
963ca9b2b9 Audit SDK and View/Model functions (#3384)
* Initial commit

* Finalized functionality

* update script

* Allow using it without forecasting

* Update gitignore

* Update `sdk_audit.py`

* Fixed issues, found more

* Added fix for helper functions, and column for SDK type

* Checked one more thing

* Moved file

* Move files ending with models/views

* Added fix of name

* Added file path fixes

* Patch to fix sdk_audit for windows

* fix

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-17 16:25:36 +01:00
Colin Delahunty
968ff588f0 Fix Bugs (#3433)
* Covid error handling and US country fix

* Added fix

* Added fixes to how tests work

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-17 08:56:37 -05:00
Chavithra
c77560ebcd Add choices generation (#3441)
* Add choices generation

* Update forex_controller

* Remove raised exception

* Linting

* Linting

* Linting

* Tests
2022-11-17 12:44:16 +01:00
James Maslek
d91eb57f16 SDK mapping refactors + FA refactor (#3440)
* First commit

* Other sources

* Update trail map

* Couple more trail map updates

* Balance Sheet SDK

* Cash flow for  SDK

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-17 10:03:14 +00:00
Colin Delahunty
d29ba43ee0 Top100docs (#3436) 2022-11-17 08:41:06 +01:00