Commit Graph

5036 Commits

Author SHA1 Message Date
montezdesousa
6a26d4e908 Update routines upload (#4445)
* update routines

* ruff
2023-03-10 10:34:33 +00:00
jose-donato
9211a8595c Update documentation with more detailed installation instructions, requirements and more (#4382)
* fix: changed button styles

* Make Rosetta requirements more clear

* Update installation instructions

* Add seperation

* Update windows.md

* Update installation docs

* fix country choices (#4403)

* Hotfix/plotsbackend start (#4404)

* readd removed plots_backend().start() from merged PR

* Update backend.py

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Update helper_classes.py (#4378)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add improvements to the website

* Fix keys wrong redirect

* Update installation

* Update requirements

* move things around

* Restructure everything

* Details

* fix: mac issue and redirect installation

* fix: mac macos

* Remove installation .md and make it dropdown

* Update installation of SDK

* Grammar

---------

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
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>
2023-03-09 17:05:10 +00:00
James Maslek
36c0c0f5c1 Update contributing guide (added a new feature while doing so) (#4391)
* Update contributing guide

* lint md

* lint md

* lint md

* Tests + fix some markdownlint things

* Get rid of irritating newline on reset

* Trying something small

* try something else

* linting

* Change cfg to the new user object

* words

* minor improvements

* some adjustments to the contributing guidelines

* Another pass at contributing

* spelling

* we need a local markdown linter

* why does this pylint disable still fail

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-09 16:39:37 +00:00
northern-64bit
03c18f5a6f Fix portfolio and benchmark length matching (#4218)
* Fix portfolio and benchmark length matching

* Fix linting

* Fix make_equal_length

* Handling pd.Series input

* Fix alloc command

* Fix metrics, yret and summary errors

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-09 11:41:43 +00:00
Henrique Joaquim
ac34a4114d Improve integration tests (#4438)
* improve crypto/ta int test

* improve crypto/ov int tests

* improvements to int tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 21:14:02 +00:00
montezdesousa
47f3e76987 Fix fa/income bugs + update integration tests (#4433)
* fix bug

* update test

* fix yf bug on income statements

* update integration test

* fix yf cash, balance, bug

* add enterprise test

* fix dupont

* fix av keys missing in request

* ruff

* av model api key

* pylint

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 21:13:36 +00:00
Jeroen Bouma
87cea82808 Improve stocks/fa/enterprise, now stocks/fa/mktcap, functionality (#4424)
* Improve enterprise, now mktcap, functionality

* Update the scripts to work better with SDK

* Update the tests'

* Update integration tests

* Change SDK

* Spellings

* one more spelling

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 20:47:13 +00:00
Jeroen Bouma
c1537d8586 Update FinanceDatabase to v2.0.9 (#4434)
* Update to v2.0.9

* Fix tests just because it said pkl instead of bz2

* Fix unrelated pylint issue

* Someone doesnt care about linting

* Update more tests
2023-03-08 16:25:36 +00:00
Henrique Joaquim
e99fd90361 Patch reports (#4428)
* fix equity report

* fix economy report

* fix etf report

* fix forex report

* fix portfolio report

* fix crypto report

* fix forecast report

* fix sdk generation

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 16:05:51 +00:00
montezdesousa
d9faafa9ad Fix wrong version number (#4429)
* remove refs to featureflags

* test refs to obbff

* test refs to obbff

* ruff

* fix unittest

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 15:54:34 +00:00
Henrique Joaquim
3203048fc6 fix dcf messages for non-us companies (#4430) 2023-03-08 14:59:27 +00:00
montezdesousa
291bb18dfa Fix .env reading before loading (#4432)
* fix .env reading before loading

* Update sdk.py

* import cfg terminal explicitly

* clear

* add comment and update sdk helper

* make it even more explicit

* remove some comments

* pylint

* pylint
2023-03-08 14:19:09 +00:00
Henrique Joaquim
5656dacff6 Fix ff breaking terminal (#4431) 2023-03-08 12:08:59 +00:00
James Maslek
ff750ca00d Fix nulls in fa commands from FMP (#4421)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-07 15:50:14 +00:00
Jeroen Bouma
3d84247e5f fixedincome/treasury some fixes (#4413)
* Fix treasury

* Update oecd_model.py

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-07 14:18:51 +00:00
montezdesousa
fdcc6b0252 Fix Stocks/Candle --raw - sort choices are not the columns. (#4411)
* fix sort choices

* remove nargs

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-07 14:02:52 +00:00
Danglewood
9e294fcf80 fixes broken URL for (#4414)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-07 08:37:23 -05:00
montezdesousa
bc93f8ff9f update default sources (#4419) 2023-03-07 08:36:34 -05:00
Raghavendrapara
83ede5c840 Fixes #4351 - Data displays in chronological order(recent to older) a… (#4408)
* Fixes #4351 - Data displays in chronological order(recent to older) and correct Insider name

* Revert chronological sorting to reverse order
2023-03-07 11:27:56 +01:00
montezdesousa
f2316b15e8 Allow stocks/load --file from anywhere (#4410)
* allow load file from anywhere

* ruff

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-06 15:25:02 -05:00
Ikko Eltociear Ashimine
2e841b34d4 Fix typo in conftest.py (#4406)
fuction -> function

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-06 14:27:10 -05:00
James Maslek
f0d8fa65e5 Make the UI a little cleaner (#4405)
* Make the UI a little cleaner

* ta load

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-06 13:57:32 -05:00
Colin Delahunty
324dcb77e6 Update helper_classes.py (#4378)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-06 11:05:10 -05:00
teh_coderer
9c582ad53f Hotfix/plotsbackend start (#4404)
* readd removed plots_backend().start() from merged PR

* Update backend.py

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-03-06 09:30:41 -05:00
montezdesousa
7917ce30d1 fix country choices (#4403) 2023-03-06 13:56:57 +00:00
montezdesousa
475ebb5acd [WIP] Migrate user, feature flags and configurations to dataclass (#4309)
* implement user and change is guest

* replace User methods

* move remaining functions to user

* fix bug

* portfolio test

* fix tests

* fix tests

* uncomment skip

* ruff

* start credentials model implementation

* change deault structure

* refacto quandl

* change default struct and file names

* bug

* start using global user

* add comments

* move update flair

* change cfg references in keys model

* reddit & fmp

* refactore additional keys

* remaing config keys

* remove unsude imports and fix hub keys

* ruff

* fix line too long

* unblock unittests

* fix keys model tests

* remove os patch

* fix account controller tests

* fix account controller tests

* fix account model

* account fixed

* fix user tests

* User Model

* User Model

* User Model

* Move session folder

* User Model : grouping the models

* User Model : fix bugs

* Config Plot + bug fix

* User Model : Refactoring plots

* Feature flags

* Remove dup

* clean comments a fix some vars

* fix feature flags controller

* refactor obbff from settings controller

* refactor a bunch of obbff variables

* fix bug blocking terminal

* fix integration tests

* refactor controllers with obbff

* refactor remaining ffs

* remove comments

* log not started

* mispelled variable

* set current user on local model

* User Model : moving files + updating

* User Preferences

* User : Refactor is_guest function + bug fix

* User : refactor is_guest function

* Fix conftest.py

* remove lost obbffs

* typo on fileoverwrite

* Plot config: move variables and start plot dpi

* User : tests

* refactor plot dpi references

* remove plot dpi imports

* refactor some config terminal leftover

* /account/sync : fix bug

* remove configs reload

* start path refactor

* installation paths vs user paths

* remove cfg_plot

* Tests : User Refactoring

* user prefix only for preferences

* user prefix only for preferences

* move user paths

* remove comment

* update apply remote configs

* fix tz not updating

* save some copys

* small fix

* create interface for credentials and preferences

* wrong docstrings fixed

* ruff core

* fix some pref setting

* login is better

* ruff

* ruff

* remove Literal

* add small comment

* Tests : User Refactoring

* Credentials Model : add DataBento

* Fix helper_funcs

* Fixing code

* Tests : fixing

* User Model : freezing the models

* Fixed Income + Databento

* Tests : fixing keys

* black

* ruff

* Tests : user model

* Tests : user model

* Fix linting

* Fix linting

* Linting

* Linting

* Fixing code and tests

* Fix tests

* mypy

* SDK

* Clean ruff cache

* Fix syntax issue

* Update fred_view

* Black

* Linting

* Update code

* Update tests

* Linting

* Linting

* Tests

* Black

* Linting

* Linting

* Mock os.listdir to avoid looking for file that doesnt exist

* Mock options paths

* lint

* Tests : fix

* Code : update

* Tests + Linting

* Tests

* Ruff

* Code : update

* Tests

* Code : update

* Fix workflow

* Code : update

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-05 00:37:19 +01:00
teh_coderer
cdea224b6d add needed libs to Full Test Suite workflows (#4389)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-03 14:33:12 -05:00
martinb-bb
6049a0686c create folder (#4390) 2023-03-03 10:03:16 -05:00
teh_coderer
94e2b33802 hotfix/economy-charts (#4387)
* fixes

* missing dropna on economy models, bump pywry version to override download path

* Update backend.py

* tests

* fix rare instance CHART_DIV is undefined if pywry window loads too fast

* add warning of pywry version due to json keys change

* pylint

* Update fred_view.py

* Update fred_view.py

* Update plotly_helper.py
2023-03-02 22:30:16 -05:00
James Maslek
2a88052430 Hotfix/mergept2 (#4384)
* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release 2.5.0 (#4355)

* Rename SDK folder

* Fixing all the tests I hope

* Depreciate the sia menu

* Fix routine script

* Update SDK generation scripts

* This needed fixing anyways

* Regenerate SDK files

* Update paths in sdk helpers

* Regenerate the remains of the SDK

* Fix candle not working with symbol via the sdk

* Fix pydocstyle errors

* deps

* Add in Docstrings

* Push to website since I need to upload images

* typos

* Add in Fixed Income Guide

* Tests : fix cassette

* changes to layout and adding more content

* trailmap

* poetry

* updates to requirements files

* add `_try_to_login` to sdk generation, fix `_chart` in `about()` url

* sentiment analysis

* refactor

* changing to base model default

* rounding

* renewing poetry

* fixed poetry

* spacing

* black

* adds selectable models for realized volatility calculations

* fixes line too long

* Add intro guides to Fixed Income

* Fix some missing docstrings

* Fix website not working

* missed a few

* fix /economy/test_yfinance_view tests

* fix etf/test_stockanalysis_model.py

* fix etf/test_stockanalysis_view.py

* fix test_stocks_controller

* deprecating non used function

* update financedatabase to 2.0.4

* Delete SIA from OpenBB Docs and SDK

* Searching was not done properly for short name and index

* changes the default data source for crypto.load

* Fix tests I broke

* Little fixy fix to remove duplicates

* Fix tests

* typo

* adds check for empty dataframe

* Patch Equity Report

* Update so that image links to website

* linting v2

* silly imports

* adding tempfile

* add imap unordered

* reordering imports

* Adding databento as a source (#4293)

* First commit

* Baby steps

* Keys and sdk

* Fix import for api key

* Add SDK endpoints

* Test + api checks

* tests

* roque print of api key

* Changes

* minor

* custom timeout

* improve timeouts

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Tests

* Integration test

* frozendict remove

* update spec

* rename sdk faq to troubleshooting

* add hidden import

* add hidden imports

* imports again

* valid url check

* new lines and prompt

* split imports

* more spec

* adds cones to the crypto-ta menu

* Fix tests

* Update code to reflect new changes to FinanceDatabase

* Small bugfix for DCF if you have no ticker loaded

* remove yfinance from news

* add reverse fx choices

* black

* ruff

* Add options greeks to the SDK

* Linting

* Delete rogue file and update test and add fixedincome to en.yml

* fix for options screener

* ruff

* updates tests for options screener

* reqs

* updates more test files

* rewrite for test_github_model

* rewrite test for test_syncretism_view

* removes test_view_available_presets[]

* black

* coverage

* adds option screener preset

* Update directories.py

* len & set

* set all list

* adds unit testing for cones

* ruff

* pylint

* adds options screener endpoint to SDK

* test markers

* Testing draft PR mode

* Update package to v2.0.7

* Remove etf/screener and tests

* Updated

* Merge reqs

* Updated readme

* hook test for pyinstaller

* Little fixy fix

* Remove etf/scr from SDK

* Update tests

* Update hook-whisper.py

* oops lol

* Update sdk

* update

* Etf

* removed old trailmap csv's

* Update fixedincome text

* add greeks to trail

* rouge file

* merge killed it

* fix test

* fix build failure

* catch for error message

* fix for frozendict

* caching search and prompting on hub

* whisper model prompts

* Fix long/short issue and fix transform issue

* separates volatility models from cones function

* Introduce CPI functionality

* improves error handling for volatility models when window length is too small

* ur welcome <3

* additional sanity check for volatility_view

* updates volatility_model test

* black

* Fix linting

* Make cpi a little bit more robust

* Add in missing value

* sdk updates

* update dep files

* Update trail_map_forecasting.csv

* import ordering pylint?

* fix trailing comma

* sorted trailmaps

* remove one test artifact

* rewrite test

* Adds the missing pieces.

* adds clickable URL in keys + Databento

* adds databento images

* adds images for Databento

* update deps

* req files

* swap order in databento

* ruff

* mypy

* lint

* sdk

* makes requested changes

* ruff v2..

* replaces screenshot.

* Removed because it shouldn't have been in this PR.

* ruff v3

* Minor edit, move installation to position 2 instead of last

* util linting changes

* linting for controller

* fix test

* test

* Revert some tests

* Guess not

* see if this sticks

* fixes

* Fix linters.  Add --video if not provided

* Checkout develop tests for keys

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Release/2.5.1 (#4368)

* Fix routine script

* Update SDK generation scripts

* This needed fixing anyways

* Regenerate SDK files

* Update paths in sdk helpers

* Regenerate the remains of the SDK

* Fix candle not working with symbol via the sdk

* Fix pydocstyle errors

* deps

* Add in Docstrings

* Push to website since I need to upload images

* typos

* Add in Fixed Income Guide

* Tests : fix cassette

* changes to layout and adding more content

* trailmap

* poetry

* updates to requirements files

* add `_try_to_login` to sdk generation, fix `_chart` in `about()` url

* sentiment analysis

* refactor

* changing to base model default

* rounding

* renewing poetry

* fixed poetry

* spacing

* black

* adds selectable models for realized volatility calculations

* fixes line too long

* Add intro guides to Fixed Income

* Fix some missing docstrings

* Fix website not working

* missed a few

* fix /economy/test_yfinance_view tests

* fix etf/test_stockanalysis_model.py

* fix etf/test_stockanalysis_view.py

* fix test_stocks_controller

* deprecating non used function

* update financedatabase to 2.0.4

* Delete SIA from OpenBB Docs and SDK

* Searching was not done properly for short name and index

* changes the default data source for crypto.load

* Fix tests I broke

* Little fixy fix to remove duplicates

* Fix tests

* typo

* adds check for empty dataframe

* Patch Equity Report

* Update so that image links to website

* linting v2

* silly imports

* adding tempfile

* add imap unordered

* reordering imports

* Adding databento as a source (#4293)

* First commit

* Baby steps

* Keys and sdk

* Fix import for api key

* Add SDK endpoints

* Test + api checks

* tests

* roque print of api key

* Changes

* minor

* custom timeout

* improve timeouts

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Tests

* Integration test

* frozendict remove

* update spec

* rename sdk faq to troubleshooting

* add hidden import

* add hidden imports

* imports again

* valid url check

* new lines and prompt

* split imports

* more spec

* adds cones to the crypto-ta menu

* Fix tests

* Update code to reflect new changes to FinanceDatabase

* Small bugfix for DCF if you have no ticker loaded

* remove yfinance from news

* add reverse fx choices

* black

* ruff

* Add options greeks to the SDK

* Linting

* Delete rogue file and update test and add fixedincome to en.yml

* fix for options screener

* ruff

* updates tests for options screener

* reqs

* updates more test files

* rewrite for test_github_model

* rewrite test for test_syncretism_view

* removes test_view_available_presets[]

* black

* coverage

* adds option screener preset

* Update directories.py

* len & set

* set all list

* adds unit testing for cones

* ruff

* pylint

* adds options screener endpoint to SDK

* test markers

* Testing draft PR mode

* Update package to v2.0.7

* Remove etf/screener and tests

* Updated

* Merge reqs

* Updated readme

* hook test for pyinstaller

* Little fixy fix

* Remove etf/scr from SDK

* Update tests

* Update hook-whisper.py

* oops lol

* Update sdk

* update

* Etf

* removed old trailmap csv's

* Update fixedincome text

* add greeks to trail

* rouge file

* merge killed it

* fix test

* fix build failure

* catch for error message

* fix for frozendict

* caching search and prompting on hub

* whisper model prompts

* Fix long/short issue and fix transform issue

* separates volatility models from cones function

* Introduce CPI functionality

* improves error handling for volatility models when window length is too small

* ur welcome <3

* additional sanity check for volatility_view

* updates volatility_model test

* black

* Fix linting

* Make cpi a little bit more robust

* Add in missing value

* sdk updates

* update dep files

* Update trail_map_forecasting.csv

* import ordering pylint?

* fix trailing comma

* sorted trailmaps

* remove one test artifact

* rewrite test

* Adds the missing pieces.

* adds clickable URL in keys + Databento

* adds databento images

* adds images for Databento

* update deps

* req files

* swap order in databento

* ruff

* mypy

* lint

* sdk

* makes requested changes

* ruff v2..

* replaces screenshot.

* Removed because it shouldn't have been in this PR.

* ruff v3

* Minor edit, move installation to position 2 instead of last

* util linting changes

* linting for controller

* fix test

* test

* Revert some tests

* Guess not

* see if this sticks

* fixes

* Fix linters.  Add --video if not provided

* Checkout develop tests for keys

* merge release into develop (#4359)

* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add pydantic to reqs and get ffmpeg in docker image

* initialize session (#4360)

* Unpin old version of jsonschema (#4365)

* puts pip install openbb[all] inside quotes (#4366)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Merge deps

* Hotfix/bug #3837 (#3942)

* Fix: Fixed spaces causing error in --sort flag at crypto/disc/...

* Fixed minor issues

* fixed formatting using black

* Ran tests locally

* fixed top command

* reverse flag to gainers

* reverse flag to losers

* fixed dappradar verbose exceptions

* tests

* tests

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Update release files

---------

Co-authored-by: jeroen <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com>

* hotfix/Fix troubleshooting and adding lines (#4379)

* test deletes

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com>
2023-03-02 12:25:07 -05:00
James Maslek
26ffa0d7b4 Merge main into develop (#4381)
* Merge main into develop

* Regenerate lock and reqs
2023-03-02 12:12:52 -05:00
Jeroen Bouma
d67a7da69d Delete everything related to the Sector and Industry Analysis menu (#4374)
* Get rid of sia

* Remove Portfolio Analysis menu that was not being used

* Remove Portfolio Analysis menu that was not being used

* That comment about GitHub datasets failing to load included sia, removed that

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-02 09:40:07 -05:00
Danglewood
a6951bd577 Hotfix/rvol model (#4371)
* makes trading_periods inputs Optional and prints override message when variable presides

* linter type

* typo fix
2023-03-02 08:58:43 -05:00
teh_coderer
602cfa2c8c [POC] Plotly Backend (#3941)
* Update portfolio_view.py

* mypy 1.0 test

* Update helpers.py

* black

* ruff

* Update thought_of_the_day.py

* isort

* Update portfolio_view.py

* Update business_insider_view.py

* funds,bt,ca,fa view updates

* economy,etf,futures view updates

* econometrics regression

* mypy

* reports notebooks, PlotlyTA class adjustments, crypto finbrain view

* crypto views updates

* crypto views done?, ba, econometrics, funds, reports

* update docstrings

* Update sec_view.py

* portfolio reports

* Update equity.ipynb

* ruff

* mypy + equity reports

* Update yahoo_finance_view.py

* Update economy_controller.py

* clean up returns

* mypy

* finished dashboards/reports templates

* update some tests

* Update common.py

* Update account_controller.py

* Update banner.txt

* update tests

* tests

* Update helpers_denomination.py

* tests

* tests

* finished tests, refactor add_histplot/add_corr_plot

* ruff

* Update backend.py

* mypy

* Update backend.py

* pywry linux libs for tests

* pywry version bump

* OpenBBFIgure import changes

* Update business_insider_view.py

* Update backend.py

* tests

* bump pywry version

* forecast plot_explainability converted to plotly

* Update helpers.py

* tests

* Update helpers.py

* tests

* Update helpers.py

* Update helpers.py

* default plotly annotation `showarrow` to false

* Update backend.py

* fixes

* Update poetry.lock

* docker

* Update openbb.dockerfile

* up

* Update style.css

* bump pywry version

* Update unit-test.yml

* Update unit-test.yml

* figure to image/pdf export

* requirements txt files, pywry version bump

* mypy, pylint

* cleanup

* Update covid_view.py

* Update helper_funcs.py

* Update backend.py

* updates

* Update backend.py

* Update backend.py

* bump pywry version

* Update poetry.lock

* Update trailmap.py

* update reports

* Update custom_indicators_plugin.py

* Update momentum_plugin.py

* equity report

* reqs files

* Update fred_view.py

* ruff

* Update po_view.py

* bump pywry version

* reqs txt files

* fix installer icons for mac

* test updated torch/darts/pyinstaller on mac

* Update dashboards_controller.py

* Update terminal.py

* Update terminal.spec

* Update terminal.spec

* test

* Update poetry.lock

* Report adjustments, improved dashboard subprocesses termination

* pylint

* Update plotly_helper.py

* Update plotly_helper.py

* pylint

* revert darts

* test

* test

* fix

* improve shap scatter plot

* Update helpers.py

* Update helpers.py

* cleanup

* Update runa_view.py

* more cleanupp

* fixes

* update tests

* Update intrinio_view.py

* Update intrinio_view.py

* Update intrinio_view.py

* reqs files, poetry lock

* Update backend.py

* test for new icon

* Update fmp_view.py

* updates

* Update plotly_helper.py

* Update businessinsider_view.py

* ruff

* pylint

* fix previous merge

* Update plotly_helper.py

* update reqs files

* Update directories.py

* fix alt covid

* fix display_candle data is None load being unreachable, get covid views ready for sdk server

* Update covid_view.py

* refactor cleanup

* plotly_ta adjustments

* terminal wide ignore print_table if export

* Update plotly_helper.py

* forgot to save a few

* added edge case fallback if figures are in queue before backend fail

* Update ta_class.py

* Rename env variable name required to return plotly json

* Resolve pydocstyle warnings

* Resolve linting errors

* revert forecasting/pyinstaller versions

* Update terminal.spec

* finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing

* update deps

* Update backend.py

* fix fred model/view from switch to DataFrame, improve ecb_model

* Update config_terminal.py

* Update backend.py

* black

* clean up

* Update fred_view.py

* Update ta_class.py

* Update ta_class.py

* Update plotly_helper.py

* sync fixedincome

* Update ecb_model.py

* convert excel to csv for faster processing

* cleanup

* remove excel files

* Update terminal_controller.py

* update tests

* adjustments/missed figs in export_data

* Update cryptocurrency_helpers.py

* fixes

* account for volume column with no volume when plotting indicators , images autogen POC

* Update plotly_helper.py

* Update etf_controller.py

* Update etf_controller.py

* margin arg for export_data func figures, some plot adjustments

* logic for numpy array for plotly helper `get_dateindex` function

* cleanup

* update

* req file updates

* views

* Update backend.py

* update tests

* Update test_load_none[btc-usd].yaml

* convert merged cpi chart

* linting

* updates

* clean

* tests

* Update openbb.dockerfile

* remove test docker in root

* Update CONTRIBUTING.md

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-03-01 22:48:45 -05:00
James Maslek
f180581b82 release -> dev (#4370)
* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release 2.5.0 (#4355)

* Rename SDK folder

* Fixing all the tests I hope

* Depreciate the sia menu

* Fix routine script

* Update SDK generation scripts

* This needed fixing anyways

* Regenerate SDK files

* Update paths in sdk helpers

* Regenerate the remains of the SDK

* Fix candle not working with symbol via the sdk

* Fix pydocstyle errors

* deps

* Add in Docstrings

* Push to website since I need to upload images

* typos

* Add in Fixed Income Guide

* Tests : fix cassette

* changes to layout and adding more content

* trailmap

* poetry

* updates to requirements files

* add `_try_to_login` to sdk generation, fix `_chart` in `about()` url

* sentiment analysis

* refactor

* changing to base model default

* rounding

* renewing poetry

* fixed poetry

* spacing

* black

* adds selectable models for realized volatility calculations

* fixes line too long

* Add intro guides to Fixed Income

* Fix some missing docstrings

* Fix website not working

* missed a few

* fix /economy/test_yfinance_view tests

* fix etf/test_stockanalysis_model.py

* fix etf/test_stockanalysis_view.py

* fix test_stocks_controller

* deprecating non used function

* update financedatabase to 2.0.4

* Delete SIA from OpenBB Docs and SDK

* Searching was not done properly for short name and index

* changes the default data source for crypto.load

* Fix tests I broke

* Little fixy fix to remove duplicates

* Fix tests

* typo

* adds check for empty dataframe

* Patch Equity Report

* Update so that image links to website

* linting v2

* silly imports

* adding tempfile

* add imap unordered

* reordering imports

* Adding databento as a source (#4293)

* First commit

* Baby steps

* Keys and sdk

* Fix import for api key

* Add SDK endpoints

* Test + api checks

* tests

* roque print of api key

* Changes

* minor

* custom timeout

* improve timeouts

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Tests

* Integration test

* frozendict remove

* update spec

* rename sdk faq to troubleshooting

* add hidden import

* add hidden imports

* imports again

* valid url check

* new lines and prompt

* split imports

* more spec

* adds cones to the crypto-ta menu

* Fix tests

* Update code to reflect new changes to FinanceDatabase

* Small bugfix for DCF if you have no ticker loaded

* remove yfinance from news

* add reverse fx choices

* black

* ruff

* Add options greeks to the SDK

* Linting

* Delete rogue file and update test and add fixedincome to en.yml

* fix for options screener

* ruff

* updates tests for options screener

* reqs

* updates more test files

* rewrite for test_github_model

* rewrite test for test_syncretism_view

* removes test_view_available_presets[]

* black

* coverage

* adds option screener preset

* Update directories.py

* len & set

* set all list

* adds unit testing for cones

* ruff

* pylint

* adds options screener endpoint to SDK

* test markers

* Testing draft PR mode

* Update package to v2.0.7

* Remove etf/screener and tests

* Updated

* Merge reqs

* Updated readme

* hook test for pyinstaller

* Little fixy fix

* Remove etf/scr from SDK

* Update tests

* Update hook-whisper.py

* oops lol

* Update sdk

* update

* Etf

* removed old trailmap csv's

* Update fixedincome text

* add greeks to trail

* rouge file

* merge killed it

* fix test

* fix build failure

* catch for error message

* fix for frozendict

* caching search and prompting on hub

* whisper model prompts

* Fix long/short issue and fix transform issue

* separates volatility models from cones function

* Introduce CPI functionality

* improves error handling for volatility models when window length is too small

* ur welcome <3

* additional sanity check for volatility_view

* updates volatility_model test

* black

* Fix linting

* Make cpi a little bit more robust

* Add in missing value

* sdk updates

* update dep files

* Update trail_map_forecasting.csv

* import ordering pylint?

* fix trailing comma

* sorted trailmaps

* remove one test artifact

* rewrite test

* Adds the missing pieces.

* adds clickable URL in keys + Databento

* adds databento images

* adds images for Databento

* update deps

* req files

* swap order in databento

* ruff

* mypy

* lint

* sdk

* makes requested changes

* ruff v2..

* replaces screenshot.

* Removed because it shouldn't have been in this PR.

* ruff v3

* Minor edit, move installation to position 2 instead of last

* util linting changes

* linting for controller

* fix test

* test

* Revert some tests

* Guess not

* see if this sticks

* fixes

* Fix linters.  Add --video if not provided

* Checkout develop tests for keys

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add pydantic to reqs and get ffmpeg in docker image

* Merge deps

* Update release files

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-03-01 16:22:22 -05:00
Brendan de Faria
7c74b10887 Hotfix/bug #3837 (#3942)
* Fix: Fixed spaces causing error in --sort flag at crypto/disc/...

* Fixed minor issues

* fixed formatting using black

* Ran tests locally

* fixed top command

* reverse flag to gainers

* reverse flag to losers

* fixed dappradar verbose exceptions

* tests

* tests

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-01 13:07:05 -05:00
Danglewood
8e7951f550 puts pip install openbb[all] inside quotes (#4366)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-01 12:30:56 -05:00
Theodore Aptekarev
b60661940b Unpin old version of jsonschema (#4365) 2023-03-01 18:15:09 +01:00
Henrique Joaquim
794e12b207 initialize session (#4360) 2023-03-01 16:51:04 +00:00
James Maslek
437607c54b merge release into develop (#4359)
* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-03-01 09:07:10 -05:00
James Maslek
14e5b1882b Merge pull request #4335 from OpenBB-finance/hotfix/options-screener-fix
Hotfix/options screener fix
2023-02-28 21:38:56 +00:00
james
9e5940324f Trailmap merge 2023-02-28 16:25:31 -05:00
martinb-bb
c18e6c1f71 Merge pull request #4323 from OpenBB-finance/feature/whisper
[Feature] Automatic Video Analysis with NLP 📺
2023-02-28 21:13:13 +00:00
james
e35bad24c3 Checkout develop tests for keys 2023-02-28 16:09:32 -05:00
james
85d62a66fb Merge branch 'hotfix/options-screener-fix' of https://github.com/OpenBB-finance/OpenBBTerminal into hotfix/options-screener-fix 2023-02-28 16:02:23 -05:00
james
f1a993ac82 Fix linters. Add --video if not provided 2023-02-28 15:55:39 -05:00
Danglewood
7b1fb4b50a fixes 2023-02-28 12:41:27 -08:00
james
427cab087e see if this sticks 2023-02-28 15:32:00 -05:00
james
d020c46ea9 Guess not 2023-02-28 14:58:27 -05:00
james
e3ccb05024 Revert some tests 2023-02-28 14:47:43 -05:00