Commit Graph

6303 Commits

Author SHA1 Message Date
Pratyush Shukla
65e19eee44 update import for standard models 2023-08-11 00:54:12 +05:30
Pratyush Shukla
e7179c8bf0 Core SDK improvements (#5294)
* added `yfinance` data provider

* static files

* `yfinance` model cleanup

* static files

* add tests folder to yfinance

* added `yfinance` in `extensions` `pyproject.toml`

* feature/sdk-v4-cboe-provider: Adds CBOE Provider to SDK V4 (#5300)

* add cboe provider, fix regressions introduced by merge conflict

* black

* black again

* codespell - openbb_sdk/sdk/provider/README.md

* ruff

* ruff again

* static files

* modified `StockNews` date to type datetime

* static file

* cboe cleanup

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-08-11 00:48:03 +05:30
tehcoderer
9afe9fde22 build package 2023-08-09 11:48:01 -04:00
tehcoderer
47bad0d40f Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-09 11:41:44 -04:00
hjoaquim
fd64bd7fb7 new static asstes and fixed openbb custom argumet 2023-08-09 16:29:38 +01:00
Pratyush Shukla
699026ae07 Merge branch 'feature/openbb-sdk-v4' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/openbb-sdk-v4 2023-08-09 20:08:44 +05:30
Pratyush Shukla
f479375871 fixed StockNewsData date type 2023-08-09 20:08:28 +05:30
Igor Radovanovic
82002f2875 Change StockEOD 2023-08-09 14:03:28 +02:00
Igor Radovanovic
a1e8d6dfc3 Merge branch 'develop' into feature/openbb-sdk-v4 2023-08-09 13:40:49 +02:00
Henrique Joaquim
86f951f1b1 Argparse custom params (#5303)
* Argparse custom params POC

* small improvements to the package builder

* generation of static assets

* minor adjustments

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-08-09 10:51:08 +01:00
tehcoderer
c64db6a686 Update financial_ratios.py 2023-08-08 18:09:25 -04:00
tehcoderer
f07e34e108 financial ratios 2023-08-08 18:08:17 -04:00
Sai-132
1523f3f1c7 Feature/news sentiment (#5274)
* News sentiment feature added

* News sentiment feature added

* Integration test script file added

* Updated code as per PR Instructions

* API key setting and testing code updated

* Unused imports and line-too-long code updated

* Resolved conflicts in config_terminal file

* removed empty line in terminal_controller file

* Resolved conflicts and updated code for Setting API keys

* Suggested changes have been updated

* Changes updated

* conflicts resolved with data_sources_default.json file

* Code Updated For without API key

* Code Updated

* New changes Updated

* Resolved conflicts and code updated

* Small edits

* missed a spelling error

* fix test

* Lint

* pylint rewrite

* Changed Domain name

* Trail map file Modified

---------

Co-authored-by: Sai1998 <sai@althub.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-08 17:42:23 +00:00
Henrique Joaquim
9348f098a5 [SDK v4] General improvements related with the charting extension (#5283)
* introducing fig on the chart model

* charting manager to expect fig and content. also, adding a 1st example of its usage for stocks/load route

* leveraging fig.show on command output

* introducing the render_chart function

* using render_chart() on the command output

* drop to_plotly_json function

* a way of removing fields from the api only

* remove references to to_plotly_json

* fix charting_router to use new convention on returning fig and content

* adjustments on the builder script

* ruff and black

* typo

* stocks_news chart implementation

* repr on chart model

* adding table style config

* removing to_plotly_json from the charting manager

* typo and a little change on the way to_table behaves so we can leverage inheritance

* introducing OpenBBFigureTable as a workarround to have tables on the sdk

* renaming to to_chart

* multiples implementation

* black
2023-08-08 15:18:57 +01:00
tehcoderer
4b364f438e build package 2023-08-08 10:16:35 -04:00
teh_coderer
74a7fcb416 fix conflict docstrings (#5293) 2023-08-08 14:14:09 +00:00
tehcoderer
ecf16ca58b merge 2023-08-08 10:09:24 -04:00
tehcoderer
e0dc123a91 Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-08 10:01:06 -04:00
Pratyush Shukla
aa21a87193 static files 2023-08-08 19:04:57 +05:30
Pratyush Shukla
0d95889150 changed condition to reflect standard_models 2023-08-08 18:45:27 +05:30
Pratyush Shukla
b9242894d5 renamed models to standard_models 2023-08-08 18:42:23 +05:30
Igor Radovanovic
af04b4ca88 Merge branch 'develop' into feature/openbb-sdk-v4 2023-08-08 13:55:00 +02:00
Igor Radovanovic
28946b85c9 Refactor Fetcher, fix descriptions, fix bugs, cleanup... | co-author: the-praxs 2023-08-08 00:22:03 +02:00
tehcoderer
e91fa50f24 Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-07 16:26:18 -04:00
tehcoderer
f9c17a7ae1 linting 2023-08-07 16:23:47 -04:00
Igor Radovanovic
2e21a360ed Merge pull request #5244 from OpenBB-finance/feature/unit-tests
Setup unit tests folder structure and framework
2023-08-07 22:04:57 +02:00
tehcoderer
5dda918460 Update README.md 2023-08-07 16:03:58 -04:00
tehcoderer
07e35e00ad build package 2023-08-07 16:00:11 -04:00
Igor Radovanovic
6c702a3ed0 Fix some failing tests 2023-08-07 21:56:27 +02:00
Igor Radovanovic
ffc33acdf3 Merge, fix errors, and conflicts 2023-08-07 21:33:26 +02:00
tehcoderer
a2f93c689d Update stock_eod.py 2023-08-07 15:16:47 -04:00
teh_coderer
47c9086e80 fix: #5263 #5264 (#5290) 2023-08-07 17:25:57 +00:00
tehcoderer
dc59107878 Merge branch 'feature/openbb-sdk-v4' into feature/sdk-v4-updates 2023-08-07 11:37:55 -04:00
tehcoderer
a774b598a0 transformed_params 2023-08-07 09:34:46 -04:00
tehcoderer
72e8c1babc Update package_builder.py 2023-08-07 09:28:00 -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
tehcoderer
76003a922b default none dates 2023-08-06 21:24:14 -04:00
tehcoderer
931b5de284 Update stock_quote.py 2023-08-06 20:49:08 -04:00
tehcoderer
cf59e2035e Update stock_quote.py 2023-08-06 19:45:18 -04:00
tehcoderer
11be14a3d4 Squashed commit of the following:
commit c8c7d836ea
Merge: 1165e57b40 564d08edd8
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Sat Aug 5 15:09:10 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 564d08edd8
Author: Pratyush Shukla <ps4534@nyu.edu>
Date:   Fri Aug 4 23:25:47 2023 +0530

    add `--india` flag to `stocks/load` (#5281)

    * add `--india` flag to `stocks/load`

    Add ticker, set `india` and voila!

    * updated "help"

    * added check for `.ns`, `.NS` in ticker

    * consolidated conditions into 1 line

commit 1165e57b40
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 10:56:20 2023 +0100

    make some provider args optional

commit afbd4a69aa
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 10:45:28 2023 +0100

    rename some fetcher vars

commit 8f0b748270
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 10:37:43 2023 +0100

    move helpers and descriptions to util.py directory

commit 41e800ad6a
Author: James Maslek <jmaslek11@gmail.com>
Date:   Fri Aug 4 05:06:15 2023 -0400

    Custom request for all providers (#5280)

    * breakpoint 1

    * breakpoint pt 1

    * Finish fred request

    * Add **kwargs to all fmp funcs

    * Moved all fmp funcs to custom request

    * benzinga requests

    * add polygon requests

    * remove comment

    * move make_request to helpers

    ---------

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

commit dbc6751843
Merge: ce5b93ae4e f1eee44cab
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Fri Aug 4 07:37:11 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit ce5b93ae4e
Author: James Maslek <jmaslek11@gmail.com>
Date:   Thu Aug 3 19:59:51 2023 -0400

    Custom args to package builder (#5282)

commit ed07f6ad4c
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 00:46:12 2023 +0100

    200 breaks polygon

commit f1eee44cab
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Thu Aug 3 13:58:47 2023 -0700

    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>

commit d575c5d52a
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Thu Aug 3 12:56:44 2023 -0700

    Fwd P/E regex fix (#5273)

commit 373c4f1ea7
Author: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Date:   Thu Aug 3 10:25:47 2023 -0500

    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>

commit 70f70a81b4
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Thu Aug 3 12:43:55 2023 +0100

    Hotfix/sdk py38 (#5279)

    * replace unsupported Annotated, MappingProxyType, is_annotated_dc

    * fix package builder

commit 61afffb1f5
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:56:40 2023 +0100

    typing

commit 0b3b30eccc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:51:07 2023 +0100

    rename exception for better localization

commit 49fe650117
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:54 2023 +0100

    update provider readme

commit 1e0a3c36c4
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:19 2023 +0100

    update provider readme

commit 9a1b4a8fba
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:42:02 2023 +0100

    update provider readme

commit 6b93a603dc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:37:54 2023 +0100

    update provider readme

commit 13d95452c3
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 15:50:20 2023 +0100

    to follow the convention

commit e3d65b502f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:49:19 2023 +0100

    filter

commit cc5a334258
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:42:14 2023 +0100

    cleanup filters

commit be864d01f3
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Wed Aug 2 14:17:20 2023 +0100

    Feature/provider refactoring (#5266)

    * remove comment

    * replace registry description

    * black and add some todos

    * remove unused var

    * allow description and move provider to title

    * fix the data field descriptions

    * refactor globalnews

    * added `"limit"` to metadata descriptions

    * fix cpi command and refactor

    * refactored `AnalystEstimates`

    * add concat param

    * refactored `AvailableIndices` for `economy.available_indices`

    * sort and set index to date

    * place it inside exception

    * move literals to core

    * rename descriptions dict

    * add descriptions to cpi data

    * change description

    * black

    * refactored `CompanyOverview` for `stocks.fa.overview`

    * Updated `DATA_DESCRIPTIONS` in provider metadata

    * Updated `symbol` description in `DATA_DESCRIPTIONS`

    * fix stock_news alias

    * pass standard limit

    * fix stock news

    * fix to datframe

    * rebuild python interface

    * refactored `CryptoEOD` for `crypto.load`

    * added Field descriptions

    * fix polygon stock_news

    * fix stock_news data

    * ruff

    * refactored `DividendCalendar` for `stocks.fa.cal`

    * refactored `EarningsCalendar` for `stocks.fa.cal`

    * refactored `EarningsCallTranscript` for `stocks.fa.transcript`

    * refactored `ExecutiveCompensation` for `stocks.fa.comp`

    * first round, refactor registry, executor, map

    * ruff

    * Allow alias in the provider models for provider specific params

    * Updated stock news to use alias in query

    * small fixes

    * fix interface bug

    * black

    * exceptions and typing

    * ruff

    * fix docstring

    * sort providers

    * push static assets without docstrings

    * date Field and optional dates params in `CryptoEOD` for fmp and polygon

    * refactored `ForexEOD` for `forex.load`

    * add comment

    * refactored `ForexPairs` and added Polygon provider

    * removed `_price` models from fmp and polygon

    * Updated `economy.index` to use `MajorIndicesEOD`

    * removed `_price` from sdk models

    * refactored `MajorIndicesEOD` for `economy.index`

    * refactored `StockEOD` for `stocks.load`

    * regenerate sdk

    * ruff

    * fix bug with global_news

    * typing

    * add docstrings to registry map

    * update docstrings

    * add executor query arg

    * follow convention

    * docstring

    * inject provider interface instead

    * doc

    * safer this way

    * docs

    * add abstractmethod decorator

    * add explicit fetcher property model_name

    * remove mode_name prop

    * get model name from query params

    * force extra params or data to be optional

    * replace fetcher list by fetcher dict and black

    * explicit depps in prov interface

    * explicit depps in prov interface

    * no formatted creds

    * no formatted creds

    * dep injection

    * dep injection

    * private methods

    * just verify credentials

    * docstring

    * typing and cut doc

    * typing

    * typing

    * typing

    * no overkill

    * ruff

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * empty list if creds None

    * check creds before request

    * just return the data

    * typing

    * move query params

    * ruff

    * move queryparams

    * move queryparams

    * move queryparams

    * fix a bunch o polygon models

    * ruff

    * partial fix fmp models

    * ruff

    * refactor more fmps

    * create dict by alias

    * refactor more fmp endpoints

    * bug

    * add params to transform query

    * ruff

    * fix fmp bugs

    * has to be annotation

    * rewrite static

    * typing

    * append return type to map

    * support return for generic data type

    * remove return type for openbb provider

    * add todo

    * fix small fred typing error

    * add more return type info

    * better message

    * handle multiple types of data (the fetcher should declare them later)

    * add comment

    * ruff

    * handle returns with generic for now (check juan solution)

    * fix bug with generic

    * fix fmp fetchr dict

    * fill return type in the provider lib for docstrings

    * polygon stock news

    * Update economy_router.py (#5254)

    * remove return type stuff

    * adapt cpi and overview

    * rewrite python interface

    * fix to_dataframe

    * limit stocks eod output

    * rename method

    * mypy

    * mypy

    * mypy chart style

    * mypy provider

    * mypy ignores

    * mypy credentials

    * Added Statements Growth endpoints from FMP

    * account mypy fix

    * privatize account method

    * one more mypy

    * remove mypy ignore

    * rename private method

    * Linting

    * Docstring generation

    * Linting

    * move provider.py into __init__.py

    * add default to required_credentials -> None

    * refactored `KeyExecutives` for `stocks.fa.mgmt`

    * refactored `HistoricalEmployees` for `stocks.fa.emp`

    * provider docstring

    * docstring

    * refactored `HistoricalStockSplits` for `stocks.fa.split`

    * standardised date in stockeod

    * refactored ``InstitutionalOwnership` for `stocks.fa.own`

    * removed unused imports

    * add `check_fields=False` in `@validator`

    * historical dividens

    * remove unused helper

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * standardise date, vwap in crypto eod and forex eod

    * rename __commands__ to __extensions__

    * change coverage separator

    * the map cannot change sep

    * sry

    * sry again

    * remove comment

    * refactored `MajorIndicesConstituents` for `economy.const`

    * add some descriptions about provider

    * refactored `PriceTargetConsensus` for `stocks.fa.pt`

    * refactored `PriceTarget` for `stocks.fa.pta`

    * refactored `RevenueBusinessLine` for `stocks.fa.revseg`

    * change metadata file name

    * docstring

    * remove unecessary arg

    * ruff & black

    * refactored `RevenueGeographic` for `stocks.fa.revgeo`

    * refactored `RiskPremium` for `economy.risk`

    * refactored `SECFilings` for `stocks.dd.sec`

    * refactored `ShareStatistics` for `stocks.fa.shrs`

    * refactored `StockInsiderTrading` for `stocks.fa.ins`

    * peers

    * stock splits

    * refactored `KeyMetrics` for `stocks.fa.metrics`

    * refactored `StockMultiples` for `stocks.multiples`

    * refactor income statement

    * rebuild

    * fmp balance

    * added `StocksOwnership` to `stocks.fa.own`

    * added `InstitutionalOwnership` to `stocks.fa.ins_own`

    * refactored `StocksOwnership` for `stocks.fa.own`

    * cleanup

    * refactored `TreasuryRates` for `fixedincome.treasury`

    * reorder balance items

    * fix polygon bs

    * refactored `IncomeStatement` for `stocks.fa.balance`

    * refactored base and types

    * added static files

    * cleanup

    * cleanup

    * refactored `CashFlowStatement` for `stocks.fa.cash`

    * added `stocks/fa` static file

    * black and ruff

    ---------

    Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
    Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

commit 2066d7d4be
Merge: fe1073da09 07537199af
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Wed Aug 2 05:37:20 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 07537199af
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Tue Aug 1 17:27:59 2023 +0100

    Move hub api keys ts (#5267)

    * move hub api keys ts

    * json instead

    * update contributing.md

    * Update all_api_keys.json

    ---------

    Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

commit ae91a3f9b9
Author: teh_coderer <me@tehcoderer.com>
Date:   Tue Aug 1 11:05:29 2023 -0500

    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>

commit 3b5fc53cc7
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Tue Aug 1 06:41:21 2023 -0700

    Adds details/image for installing C++ Build Tools (#5268)

    * Adds details/image for installing C++ Build Tools

    * Update installation_updates.md with screenshots

    * Update installation_updates.md

    Screenshots for MS C++ Build Tools

commit fe1073da09
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:29:42 2023 +0100

    only allow setup for allowed system fields

commit c8f82e1f8f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:04:16 2023 +0100

    reorder system settings attrs

commit 21c69a510f
Merge: 379a5518fa d212a8e270
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Mon Jul 31 20:17:30 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit d212a8e270
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Mon Jul 31 09:05:22 2023 -0700

    hotfix/gdp-units - better GDP units (#5262)

    * better GDP units

    * mypy

    * remove not needed dict

    * test_oecd_view.py

    * test_oecd_model.py

commit dc30ab3d36
Author: teh_coderer <me@tehcoderer.com>
Date:   Fri Jul 28 21:13:42 2023 -0500

    Hotfix/ locking when deploying streamlit app (#5261)

    * fix locking when deploying streamlit app

    * Update streamlit_run.py

    * Update streamlit_run.py

commit 379a5518fa
Author: hjoaquim <h.joaquim@campus.fct.unl.pt>
Date:   Fri Jul 28 10:00:39 2023 +0100

    small comment on show() implementation

commit 849e6134ee
Merge: 27e1728027 73348c0872
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Thu Jul 27 19:23:10 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 27e1728027
Merge: afe4c480a2 41d1359202
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Thu Jul 27 15:04:19 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit afe4c480a2
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:33:37 2023 +0100

    fix comment

commit 531fa104c8
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:32:00 2023 +0100

    rename method and add description

commit cc1a84b4d0
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 13:15:55 2023 +0100

    change method description

commit ff31d9ab87
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 12:52:54 2023 +0100

    check sdk token expiration on login
2023-08-06 19:42:40 -04:00
Theodore Aptekarev
c8c7d836ea Merge branch 'develop' into feature/openbb-sdk-v4 2023-08-05 15:09:10 +03:00
tehcoderer
45840c74fb indices 2023-08-04 14:59:52 -04:00
tehcoderer
4de03eafe5 Update provider_interface.py 2023-08-04 14:50:40 -04:00
tehcoderer
b90cbc98d8 Squashed commit of the following:
commit 70f70a81b4
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Thu Aug 3 12:43:55 2023 +0100

    Hotfix/sdk py38 (#5279)

    * replace unsupported Annotated, MappingProxyType, is_annotated_dc

    * fix package builder

commit 61afffb1f5
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:56:40 2023 +0100

    typing

commit 0b3b30eccc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:51:07 2023 +0100

    rename exception for better localization

commit 49fe650117
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:54 2023 +0100

    update provider readme

commit 1e0a3c36c4
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:19 2023 +0100

    update provider readme

commit 9a1b4a8fba
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:42:02 2023 +0100

    update provider readme

commit 6b93a603dc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:37:54 2023 +0100

    update provider readme

commit 13d95452c3
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 15:50:20 2023 +0100

    to follow the convention

commit e3d65b502f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:49:19 2023 +0100

    filter

commit cc5a334258
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:42:14 2023 +0100

    cleanup filters

commit be864d01f3
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Wed Aug 2 14:17:20 2023 +0100

    Feature/provider refactoring (#5266)

    * remove comment

    * replace registry description

    * black and add some todos

    * remove unused var

    * allow description and move provider to title

    * fix the data field descriptions

    * refactor globalnews

    * added `"limit"` to metadata descriptions

    * fix cpi command and refactor

    * refactored `AnalystEstimates`

    * add concat param

    * refactored `AvailableIndices` for `economy.available_indices`

    * sort and set index to date

    * place it inside exception

    * move literals to core

    * rename descriptions dict

    * add descriptions to cpi data

    * change description

    * black

    * refactored `CompanyOverview` for `stocks.fa.overview`

    * Updated `DATA_DESCRIPTIONS` in provider metadata

    * Updated `symbol` description in `DATA_DESCRIPTIONS`

    * fix stock_news alias

    * pass standard limit

    * fix stock news

    * fix to datframe

    * rebuild python interface

    * refactored `CryptoEOD` for `crypto.load`

    * added Field descriptions

    * fix polygon stock_news

    * fix stock_news data

    * ruff

    * refactored `DividendCalendar` for `stocks.fa.cal`

    * refactored `EarningsCalendar` for `stocks.fa.cal`

    * refactored `EarningsCallTranscript` for `stocks.fa.transcript`

    * refactored `ExecutiveCompensation` for `stocks.fa.comp`

    * first round, refactor registry, executor, map

    * ruff

    * Allow alias in the provider models for provider specific params

    * Updated stock news to use alias in query

    * small fixes

    * fix interface bug

    * black

    * exceptions and typing

    * ruff

    * fix docstring

    * sort providers

    * push static assets without docstrings

    * date Field and optional dates params in `CryptoEOD` for fmp and polygon

    * refactored `ForexEOD` for `forex.load`

    * add comment

    * refactored `ForexPairs` and added Polygon provider

    * removed `_price` models from fmp and polygon

    * Updated `economy.index` to use `MajorIndicesEOD`

    * removed `_price` from sdk models

    * refactored `MajorIndicesEOD` for `economy.index`

    * refactored `StockEOD` for `stocks.load`

    * regenerate sdk

    * ruff

    * fix bug with global_news

    * typing

    * add docstrings to registry map

    * update docstrings

    * add executor query arg

    * follow convention

    * docstring

    * inject provider interface instead

    * doc

    * safer this way

    * docs

    * add abstractmethod decorator

    * add explicit fetcher property model_name

    * remove mode_name prop

    * get model name from query params

    * force extra params or data to be optional

    * replace fetcher list by fetcher dict and black

    * explicit depps in prov interface

    * explicit depps in prov interface

    * no formatted creds

    * no formatted creds

    * dep injection

    * dep injection

    * private methods

    * just verify credentials

    * docstring

    * typing and cut doc

    * typing

    * typing

    * typing

    * no overkill

    * ruff

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * empty list if creds None

    * check creds before request

    * just return the data

    * typing

    * move query params

    * ruff

    * move queryparams

    * move queryparams

    * move queryparams

    * fix a bunch o polygon models

    * ruff

    * partial fix fmp models

    * ruff

    * refactor more fmps

    * create dict by alias

    * refactor more fmp endpoints

    * bug

    * add params to transform query

    * ruff

    * fix fmp bugs

    * has to be annotation

    * rewrite static

    * typing

    * append return type to map

    * support return for generic data type

    * remove return type for openbb provider

    * add todo

    * fix small fred typing error

    * add more return type info

    * better message

    * handle multiple types of data (the fetcher should declare them later)

    * add comment

    * ruff

    * handle returns with generic for now (check juan solution)

    * fix bug with generic

    * fix fmp fetchr dict

    * fill return type in the provider lib for docstrings

    * polygon stock news

    * Update economy_router.py (#5254)

    * remove return type stuff

    * adapt cpi and overview

    * rewrite python interface

    * fix to_dataframe

    * limit stocks eod output

    * rename method

    * mypy

    * mypy

    * mypy chart style

    * mypy provider

    * mypy ignores

    * mypy credentials

    * Added Statements Growth endpoints from FMP

    * account mypy fix

    * privatize account method

    * one more mypy

    * remove mypy ignore

    * rename private method

    * Linting

    * Docstring generation

    * Linting

    * move provider.py into __init__.py

    * add default to required_credentials -> None

    * refactored `KeyExecutives` for `stocks.fa.mgmt`

    * refactored `HistoricalEmployees` for `stocks.fa.emp`

    * provider docstring

    * docstring

    * refactored `HistoricalStockSplits` for `stocks.fa.split`

    * standardised date in stockeod

    * refactored ``InstitutionalOwnership` for `stocks.fa.own`

    * removed unused imports

    * add `check_fields=False` in `@validator`

    * historical dividens

    * remove unused helper

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * standardise date, vwap in crypto eod and forex eod

    * rename __commands__ to __extensions__

    * change coverage separator

    * the map cannot change sep

    * sry

    * sry again

    * remove comment

    * refactored `MajorIndicesConstituents` for `economy.const`

    * add some descriptions about provider

    * refactored `PriceTargetConsensus` for `stocks.fa.pt`

    * refactored `PriceTarget` for `stocks.fa.pta`

    * refactored `RevenueBusinessLine` for `stocks.fa.revseg`

    * change metadata file name

    * docstring

    * remove unecessary arg

    * ruff & black

    * refactored `RevenueGeographic` for `stocks.fa.revgeo`

    * refactored `RiskPremium` for `economy.risk`

    * refactored `SECFilings` for `stocks.dd.sec`

    * refactored `ShareStatistics` for `stocks.fa.shrs`

    * refactored `StockInsiderTrading` for `stocks.fa.ins`

    * peers

    * stock splits

    * refactored `KeyMetrics` for `stocks.fa.metrics`

    * refactored `StockMultiples` for `stocks.multiples`

    * refactor income statement

    * rebuild

    * fmp balance

    * added `StocksOwnership` to `stocks.fa.own`

    * added `InstitutionalOwnership` to `stocks.fa.ins_own`

    * refactored `StocksOwnership` for `stocks.fa.own`

    * cleanup

    * refactored `TreasuryRates` for `fixedincome.treasury`

    * reorder balance items

    * fix polygon bs

    * refactored `IncomeStatement` for `stocks.fa.balance`

    * refactored base and types

    * added static files

    * cleanup

    * cleanup

    * refactored `CashFlowStatement` for `stocks.fa.cash`

    * added `stocks/fa` static file

    * black and ruff

    ---------

    Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
    Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

commit 2066d7d4be
Merge: fe1073da09 07537199af
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Wed Aug 2 05:37:20 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 07537199af
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Tue Aug 1 17:27:59 2023 +0100

    Move hub api keys ts (#5267)

    * move hub api keys ts

    * json instead

    * update contributing.md

    * Update all_api_keys.json

    ---------

    Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

commit ae91a3f9b9
Author: teh_coderer <me@tehcoderer.com>
Date:   Tue Aug 1 11:05:29 2023 -0500

    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>

commit 3b5fc53cc7
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Tue Aug 1 06:41:21 2023 -0700

    Adds details/image for installing C++ Build Tools (#5268)

    * Adds details/image for installing C++ Build Tools

    * Update installation_updates.md with screenshots

    * Update installation_updates.md

    Screenshots for MS C++ Build Tools

commit fe1073da09
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:29:42 2023 +0100

    only allow setup for allowed system fields

commit c8f82e1f8f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:04:16 2023 +0100

    reorder system settings attrs

commit 21c69a510f
Merge: 379a5518fa d212a8e270
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Mon Jul 31 20:17:30 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit d212a8e270
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Mon Jul 31 09:05:22 2023 -0700

    hotfix/gdp-units - better GDP units (#5262)

    * better GDP units

    * mypy

    * remove not needed dict

    * test_oecd_view.py

    * test_oecd_model.py

commit dc30ab3d36
Author: teh_coderer <me@tehcoderer.com>
Date:   Fri Jul 28 21:13:42 2023 -0500

    Hotfix/ locking when deploying streamlit app (#5261)

    * fix locking when deploying streamlit app

    * Update streamlit_run.py

    * Update streamlit_run.py

commit 379a5518fa
Author: hjoaquim <h.joaquim@campus.fct.unl.pt>
Date:   Fri Jul 28 10:00:39 2023 +0100

    small comment on show() implementation

commit 849e6134ee
Merge: 27e1728027 73348c0872
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Thu Jul 27 19:23:10 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 27e1728027
Merge: afe4c480a2 41d1359202
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Thu Jul 27 15:04:19 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit afe4c480a2
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:33:37 2023 +0100

    fix comment

commit 531fa104c8
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:32:00 2023 +0100

    rename method and add description

commit cc1a84b4d0
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 13:15:55 2023 +0100

    change method description

commit ff31d9ab87
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 12:52:54 2023 +0100

    check sdk token expiration on login
2023-08-04 14:44:09 -04:00
Pratyush Shukla
564d08edd8 add --india flag to stocks/load (#5281)
* add `--india` flag to `stocks/load`

Add ticker, set `india` and voila!

* updated "help"

* added check for `.ns`, `.NS` in ticker

* consolidated conditions into 1 line
2023-08-04 17:55:47 +00:00
montezdesousa
1165e57b40 make some provider args optional 2023-08-04 10:56:20 +01:00
montezdesousa
afbd4a69aa rename some fetcher vars 2023-08-04 10:45:28 +01:00
montezdesousa
8f0b748270 move helpers and descriptions to util.py directory 2023-08-04 10:37:54 +01:00
James Maslek
41e800ad6a Custom request for all providers (#5280)
* breakpoint 1

* breakpoint pt 1

* Finish fred request

* Add **kwargs to all fmp funcs

* Moved all fmp funcs to custom request

* benzinga requests

* add polygon requests

* remove comment

* move make_request to helpers

---------

Co-authored-by: montezdesousa <montezdesousa@gmail.com>
2023-08-04 10:06:15 +01:00