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37 Commits

Author SHA1 Message Date
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
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
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
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
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
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
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
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
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
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
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
montezdesousa
1ee70bcb6e small fix (#5810) 2023-11-28 18:33:49 +00:00
Danglewood
3959f95cce Feature/fred-releases: Adds some FRED functionality to the economy router. (#5793) 
* fred economic releases search

* add FRED functions for series and searching.

* codespell

* ruff

* data description.

* replace two functions with one fred_search

* rename standard model to fred_series

* remove consolidated fred model

* return series metadata as warning

* recapture test

* fill nan with None
 2023-11-28 18:30:43 +00:00
Pratyush Shukla
c8824a404a Add symbols field to standard model data (#5802) 
* add symbols field to standard model data

* fix provider models

* re-record polygon fetcher test

* fix polygon query alias

* re-record polygon fetcher
 2023-11-28 08:12:59 +00:00
Pratyush Shukla
e0b491178a Equity multiples add symbol data field (#5800) 
* add symbol data field

* cleanup

* remove limit param from standard model

* remove limit from equity integration test

* re-recrod fmp and intrinio fetcher tests
 2023-11-27 20:49:17 +00:00
montezdesousa
9716b21d6c Feature/release b2 (#5799) 
* publish core and extensions

* rebuild and force commit package changes

* Remove tiingo, finra and wsj from extras

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
 2023-11-27 15:43:06 +00:00
Igor Radovanovic
1ae3d58faf Fix hqm (#5796) 2023-11-27 13:10:36 +00:00
Pratyush Shukla
9219a63c00 New Intrinio Endpoints (#5789) 
* redefined CalendarDividend standard model

* fix nasdaq calendar dividend model

* removed Filings standard model

* add DiscoveryFilings standard model

* fix fmp calendar dividend and discovery filing models

* add cik description in standard model utils

* redefine CompanyFilings standard model

* fix fmp company filings model

* fix sec company filings model

* remove regulators/sec/filings command

* redefine InsiderTrading standard model

* fix fmp insider trading model

* redefine InstitutionalOwnership standard model

* fix fmp institutional ownership model

* redefine KeyMetrics standard model

* fix fmp key metrics model

* fix fmp market snapshots model

* add attributes standard model and commands

* redefine EquityInfo standard model

* remove SearchFinancialAttributes standard model file

* add new intrinio endpoints

* linting

* pass standard model description test

* fix tests? w/@montezdesousa

* pass fmp fetcher tests

* re-record sec company filings test

* pass intrinio fetcher tests

* re-record intrinio insider trading test

* index integration test

* regulators integration test

* equity integration test

* fix same owner name in intrinio instituional ownership

* re-record intrinio insider training

* crypto price historical integration test reduce end_date
 2023-11-27 12:35:19 +00:00
montezdesousa
bb5e76ce5c Feature/general fixes (#5786) 
* fix mypy

* import helper from source

* improve missing api key msg

* fix

* remove dynamic default

* rename rest_api_settings file

* add comment async/sync

* fix bug

* Revert "fix bug"

This reverts commit 7d9a0d2749.

* fix bug
 2023-11-23 16:16:56 +00:00
teh_coderer
bc2fa9b3e1 Feature/platform async (#5763) 
* init

* updates

* Update helpers.py

* tests

* Update helpers.py

* Update command_runner.py

* Update helpers.py

* deps

* Update helpers.py

* only check `async` if model is specified, revert `qa`, `ta`, and `econometrics`

* merge issues

* Update command_runner.py

* remove typing and type: ignore

* fix helpers typing

* add aiohttp to core deps, remove from charting

* remove @overload

* ruff

* import helper from source

* helpers typing+pylint

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
 2023-11-23 13:01:56 +00:00
Henrique Joaquim
4400cd9a8f Merge provider and core into core (#5774) 
* small changes - moving provider inside the core

* uptade readme

* lint

* remove old provider readme

* leftovers

* refactor website examples

* ruff

* fix nox

* relock

* fix fails_to_deliver headers

* fix for tests that have renamed endpoints

* fix discovery

* removed test for renamed endpoint

* fix broken syntax - test_search_financial_attributes

* fix cash/income/balance

* fix derivatives tests

* fix etf tests

* fix news tests

* fix regulators

* black

* wrong test param

* sort equity gainers/losers by percent

* platform markdown generation import

* Hotfix/fix int tests core merge (#5779)

* removing tests on old endpoint

* removing visualization on old endpoint

* fixing equity tests

* fixing examples

* fix news tests

* fix index test

* example

* add comments

* example

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
 2023-11-22 13:48:01 +00:00