Commit Graph

93 Commits

Author SHA1 Message Date
montezdesousa
324d2abd66 sync descriptions (#5893) 2023-12-15 14:08:15 +00:00
Igor Radovanovic
5faa50c0d4 Fix bug. Add router test. (#5888)
* Fix bug. Add router test.

* Simplify
2023-12-14 17:09:48 +00:00
Henrique Joaquim
f9fbb2a831 small refactor for simplification (#5886)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-12-13 13:08:08 +00:00
montezdesousa
bcb1f50b05 Refactor package builder (#5880)
* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-12-13 12:13:43 +00:00
Igor Radovanovic
40f3de132a Fix version (#5883)
* Fix version

* Fix linter on terminal
2023-12-13 09:54:32 +00:00
montezdesousa
704c2d82de remove Literal from providers in OBBject (#5882)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-12-12 15:50:32 +00:00
montezdesousa
6918ab14d4 Refactor method in RegistryMap (#5879)
* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-12-12 09:30:50 +00:00
Henrique Joaquim
e7a06085b3 Changes to the obb.fixedincome.corporate.hqm() output (#5876)
* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-12-11 18:44:51 +00:00
Henrique Joaquim
fce63afa6c Parameterize obbject.to_df with index and sort_by (#5877)
* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-12-11 15:27:58 +00:00
Igor Radovanovic
c02f54536a Command Schema (#5874)
* POC

* Filter by provider

* pass base_app as parameter

* add typing + TODO

* fix some typing

* Fix unit tests

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-12-11 15:11:00 +00:00
Theodore Aptekarev
d9ec0fe80c Use custom parametrize from news menu tests (#5873)
* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes
2023-12-11 15:10:10 +00:00
James Maslek
0fcc50ec7a Allow this to be run in parallel (#5872) 2023-12-08 20:01:14 +00:00
teh_coderer
da7886d0a7 Make Pro Fetchers async by replacing ThreadPoolExecutor with asyncio.gather (#5822)
* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-12-08 14:41:37 +00:00
Danglewood
fdd9be6aca feature/nasdaq-equity-search: Adds Nasdaq provider for obb.equity.search() (#5790)
* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-07 01:41:17 +00:00
Danglewood
068a0788f9 feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)
* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files
2023-12-07 01:34:32 +00:00
Danglewood
18a5c392e8 Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)
* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-07 01:34:15 +00:00
Danglewood
d951dc0401 feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)
* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-07 01:32:19 +00:00
Danglewood
1604c78ee5 feature/intrinio-equity-search: Adds Intrinio to obb.equity.search() (#5863)
* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-07 00:40:05 +00:00
Igor Radovanovic
3d2a9cdb9a Introduce integration test modularity (#5865)
* Introduce integration test modularity

* Fix Python 3.9 error

* Add TODO

* Update generators

* Handle endpoints that only feature one provider that is not installed

* Fix failing unit test
2023-12-06 19:39:39 +00:00
Adi Sai
1a6c540cf6 sector news fetcher (#5824) 2023-12-06 13:01:39 +00:00
Theodore Aptekarev
0f78bdc514 Add sector news route and test placeholders (#5828) 2023-12-05 19:32:26 +00:00
montezdesousa
3eb640cd21 Feature/add version (#5861)
* add version to base doc

* clean account doc

* consistency
2023-12-05 17:07:16 +00:00
James Maslek
c9ac060201 Update CPI docstring (#5856)
* docstring

* pep8

* caps

* rip

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-12-05 17:06:22 +00:00
iwantanode
8e97e3220d fix: minor typos in the docs (#5854)
* fix typo conclusion.html

* fix typo uninstall.sh

* fix typo README.md

* fix typo README.md

* fix typo README.md

* fix typo README.md

* fix typo README.md

* fix typo CONTRIBUTING.md

* fix typo README.md

* fix typo CONTRIBUTING.md

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-05 14:39:42 +00:00
Danglewood
974bb8bbca fix symbol validator in standard models (#5839)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-12-05 14:36:28 +00:00
Danglewood
2cfac126f1 hotfix/update-descriptions: updates some descriptions (#5857)
* updates some descriptions

* fred test
2023-12-05 14:29:32 +00:00
Henrique Joaquim
ff00312ec4 Hotfix/unskip tests (#5851)
* support for nested structures

* unskip extension map test

* unskip fred tests

* stockgrid tests

* adding pytest-assyncio

* fix query executor test

* package builder tests

* test query test with the asyncio marker

* asyncio marker

* fix extension map test: tests run with all extensions installed

* adding missing tests on user service

* fix update default test

* skipping allows version for non required extensions
2023-12-04 15:45:46 +00:00
Igor Radovanovic
302ed2e788 Test router models (#5846) 2023-12-04 10:51:49 +00:00
James Maslek
905b7fd9d4 Small change in extensions doc (#5844)
* break one table into 2

* Edit pypi readme

* remove extra ```

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-12-01 20:26:52 +00:00
Danglewood
c047cfeddd docs/new-working-docs: New working docs branch (#5768)
* move old example notebooks to v3 folder, update loadHistoricalPriceData and add findSymbols

* Create README.md

* Update README.md

* Update README.md

* Update README.md

* Vertical diagram instead

* important classes

* core dependencies

* folder structure

* devtools

* swap order

* fix github pages deploy issue

* development index

* delete expectations for developers

* devtools

* obbject stuff

* add

* installation

* hub sync

* idk if i committed already

* add usage page for financial statements

* add link to reference page

* syntax

* numbers

* nearly --> more than

* easier to read code blocks

* codespell

* removing mention to provider

* add 'orientation' for to_dict

* info card for output user preference

* put it in a code block

* correct user_settings.json example

* syntax corrections

* fix sentence

* get rid of floating point mathc

* get rid of other floating point math

* add companion example notebook for financial statements, and new section

* historical prices usage page

* codespell

* add commitment of traders section to usage

* add a note

* codespell

* get rid of equals sign

* Cleanup docs. with @the-praxs

* install

* obbject extend

* spell

* HeadTitle thingies

* Update obbject_extensions.md

* Update obbject_extensions.md

* typo

* Update architectural_considerations.md

* point to the TET pattern

* optional vs required

* reviewing the  patterns. removed the --pre flag under the assumption this will be the final docs for the release cc @deeleeramone

* add a walkthrough

* spelling

* Add more in the introduction

* validator examples

* update Copper-to-Gold notebook example for V4

* Update README.md

* QA Caveats w @the-praxs

* info on class outputs

* merge add data sources and add data points

* disclaimer on cookiecutter

* add missing import to example

* slight syntax change

* missing code block

* missing import

* update intrinio example syntax

* intrinio syntax update

* urls

* core and provider merged

* example syntax

* grammar

* Update API banner link

* quick-fix-docs cc @minhhoang1023

* Update pip install command for v3

* remove --pre note block

* update landing image

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-12-01 01:09:25 +00:00
Henrique Joaquim
10cfd1e961 Release/4.0.0 (#5837)
* pyproject toml and poetry.lock files

* static assets

* fix link to platform

* bump core

* 4.0.1 adjustments
2023-11-30 18:48:27 +01:00
Igor Radovanovic
aea1c3bcaf Hotfix/test fix (#5827)
* Add verbosity to login

* Fix tests

* fix dem tests baby

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-30 16:00:56 +00:00
Theodore Aptekarev
a784bbacb0 Move pytest dependencies from openbb level to to core dev deps level (#5829)
* Move pytest to core dev deps

* removing openbb-core from devtools

* Fix dev_install script not picking developer dependencies

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-11-30 15:02:41 +00:00
Henrique Joaquim
fc95ded9bb Revamp openbb-core README (#5830)
* core readme

* mentioning query params
2023-11-30 12:13:16 +00:00
Igor Radovanovic
b65f51f7cc Account commands: add option to return user settings (#5825)
* Add verbosity to login

* Fix tests

* Add verbosity for other

* pratty=False

* docstring

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-11-30 11:27:26 +00:00
montezdesousa
5aaa855f30 Feature/release rc0 (#5821)
* publish core and extensions

* build static

* lock openbb

* force commit package changes

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-30 09:58:25 +00:00
Theodore Aptekarev
dc81f6cd24 Standardize balance, income, cash for Intrinio (#5809)
* Fix test coverage test failing

* Fix spot rates integration test

* Apply the standardization to intrinio balance, income and cash

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-11-29 20:54:56 +00:00
James Maslek
6d13807047 debuggint int tests (#5823)
* debug

* debug2

* extra debug step

* Another hail mary

* add debug

* MMMMMbop

* didnt import base64

* Other tests with headers

* increase timeout to 20

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-29 20:49:34 +00:00
Henrique Joaquim
6e3038b9e7 Fix tests (#5819)
* fix equity tests - python

* remove test for intrinio

* remove index.fred and fix tests w/@hjoaquim,@IgorWounds

* fix ultima company news model w/@hjoaquim,@IgorWounds

* re-record intrinio insider trading w/@hjoaquim,@IgorWounds

* adjust endpoint

* adjust endpoint

* adjust params

* fix equity test w/@IgorWounds

* re-record

* remove ultima test

* adding keys to the workflow

* typo

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-29 18:35:45 +00:00
Pratyush Shukla
563df69024 Set level as default tag value for index.market in Intrinio (#5801)
* set level as default tag value

* set limit to 1000

* re-record fetcher test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-11-29 16:35:44 +00:00
Danglewood
fe53c93d64 hotfix/fmp-replace-zero: Replace Zero with None in FMP Balance, Cash, Income (#5815)
* replace zeros with None in Balance, Cash, Income

* black

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-29 16:17:49 +00:00
Pratyush Shukla
ce14ee612f Fix nasdaq top retail working without a key resulting in an error (#5811)
* raise error if no api key found

* check for empty strings

* black

* fix test

* less verbose

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-11-29 14:16:31 +00:00
Danglewood
06daf98366 hotfix/fmp-insider-trading - Fix FMP Insider Trading (#5817)
* fix fmp insider trading

* re-capture tests

* fix intrinio test
2023-11-29 13:50:22 +00:00
montezdesousa
99882a1c5a warn loading error by default (#5818) 2023-11-29 13:49:27 +00:00
omahs
c8bc7fe256 Fix typos (#5808)
* fix typo

* fix typos

* fix typo

* fix typos

* fix typos

* fix typos

* fix typo

---------

Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-11-29 12:03:33 +00:00
Pratyush Shukla
f5317126e9 Add Historical Dividends to Intrinio inplace of Calendar Dividends (#5813)
* HistoricalDividends re-defined

* re-define fmp model

* add intrinio model

* re-record intrinio test

* fix integration tests

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-11-28 22:25:36 +00:00
Pratyush Shukla
c7e6906851 split -> splits in calendar router (#5814) 2023-11-28 21:13:04 +00:00
montezdesousa
ed2fc04814 replace provider error by openbb (#5812) 2023-11-28 19:19:21 +00:00
Theodore Aptekarev
06f0e7257e Add sector news standard model (#5795)
* Add Sector News standard model

* Fix test coverage test failing

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-11-28 18:40:41 +00:00
Theodore Aptekarev
688624ce96 remove finra, wsj and goventment-us from built ins (#5806) 2023-11-28 18:40:31 +00:00