Commit Graph

30 Commits

Author SHA1 Message Date
Theodore Aptekarev
8b95d19b43 OpenBB Platform v4 (#5225)
* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2ad.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

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

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <andrew.kenreich@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: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
2023-11-13 15:03:31 +00:00
James Maslek
f2208f8d31 Release/3.2.4 (#5704)
* 3.2.3->3.2.4

* Changelogs

* new changelog
2023-11-10 09:42:05 -05:00
James Maslek
934e9e6828 Release 3.2.3 2023-10-02 13:34:55 -04:00
James Maslek
e05d3eb405 3.2.1->3.2.2 2023-08-28 16:12:43 -04:00
James Maslek
3d579ca2e3 3.2 -> 3.2.1 2023-08-07 10:12:25 -04:00
James Maslek
3a322b831d Change 3.1 to 3.2 2023-07-21 12:57:21 -04:00
James Maslek
8e8bc2c4dd Release 3.1 2023-06-21 09:34:10 -04:00
James Maslek
1cf8ef246d Release 3.0.0 2023-05-15 16:03:12 -04:00
James Maslek
1b1f89af84 mock release 2023-04-24 19:12:18 -04:00
Carlos
1b8616e7f9 Add X11 support for docker to display charts (#4447)
* Add X11 support for docker to display charts

* Update installation docs for docker

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-04-24 13:58:09 +00:00
James Maslek
8dfc83659b Make Release 2023-04-13 11:09:42 -04:00
James Maslek
47500fa97a help me mamma 2023-04-13 10:34:15 -04:00
James Maslek
865c51c75b Release/3.0.0rc1 (#4575) 2023-03-23 23:16:46 -04:00
James Maslek
3829e6a010 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>
2023-03-01 14:40:53 -05:00
James Maslek
707ae7e317 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>
2023-03-01 08:47:12 -05:00
james
f0bcdecd2a Release branch 2023-02-17 10:18:39 -05:00
teh_coderer
69b4d117fa SDK Auto-Generation/Refactor (#3358)
* Fixes

* Update stocks_helper.py

* update git-actions set-output to new format

* Update stocks_helper.py

* Update terminal_helper.py

* removed LineAnnotateDrawer from qa_view

* lint

* few changes

* updates

* sdk auto gen modules done

* Update stocks_helper.py

* updates to changed imports, and remove first sdk_modules

* Update generate_sdk.py

* Update generate_sdk.py

* pylint

* revert stocks_helper

* Update generate_sdk.py

* Update sdk.py

* Update generate_sdk.py

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

* missed enable forecasting

* added running black in subprocess after sdk files generation completes

* removed deleted sdk_arg_logger

* comment out tests

* property doc fix

* clean up

* Update generate_sdk.py

* make trailmap classes useable for doc generation

* Update generate_sdk.py

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

* changed lineon to dict

* added full_path to trailmap for linking in docs

* updated portfolio

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

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* merge

* update sdk

* updates

* Update generate_sdk.py

* Update generate_sdk.py

* dead imports

* bump

* updates

* updates

* updated missing

* added alt realestate functions to trailmap, logic to clear folders before building

* Update __init__.py

* Update generate_sdk.py

* clean __init__.py files before build

* sync website content folder

* Update generate_sdk.py

* updates + logging

* drop pandas inplace.  add docstrings

* Update trail_map.py

* Update generate_sdk.py

* Update trail_map.py

* stocks/fa PR added

* synced trailmap with develop branch

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update sdk_init.py

* fix removed keys functions

* updates

* reqs txt files

* forgot to save

* up to date with main

* made sure help(openbb.trailmap) is preserved

* ruff

* Update requirements-full.txt

---------

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-02-15 14:37:44 -05:00
james
33404e2e6e Release 2.4.0 2023-02-14 10:34:05 -05:00
Luqman
383940eb05 Changed poetry version for docker build (#4229)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-13 16:49:21 +01:00
james
c3da9d819c Update version 2023-02-01 10:58:17 -05:00
Chavithra
dbd20977b6 Feature/merge from main (#4104)
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Release/2.2.0 (#4008)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

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

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

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

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

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

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

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

* Last Price Bug into Previous Close #3865 (#3949)

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

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

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

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update vwap.md (#3971)

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

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

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

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

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

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

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

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

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

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

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

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

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

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Rob-Rychs <Robrychel@gmail.com>
Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com>
Co-authored-by: Sergio A. S <sergio-abu@proton.me>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>

* GH Pages fix (#4026)

* GH Pages fix

* Minor fix

* Update showcase.md

* Release/2.3.0 (#4090)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

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

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

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

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

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

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

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

* Last Price Bug into Previous Close #3865 (#3949)

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

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

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

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update vwap.md (#3971)

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

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

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

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

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

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

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

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

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

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

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

* bump

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

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

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* merge the release changes into develop (#4016)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* bump

* Update release branch

* revert conda yaml

* logging hash

* Update version number

* Added scipy to intel

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Adds filings function to the Stocks menu (#3910)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adds filings function

* Updates test_print_help.txt

* Adds new filings function to SDK documentation.

* updates Stocks Menu screenshot to include `filings`

* updating unit testing

* requested changes

* more changes

* black

* removed a trail here that should have stayed local

* adds export flag

* correction

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature - Added Integration Test Automation (#4019)

Added integration test to release branch
Nightly build on develop branch

* Feature/excel sheets (#4023)

* bump

* Add sheet name to export for base load function

* Disable pylint due to known issue with pylint and pandas

* Add robust option if file already exists

* Abstract the sheet name argument into the export data helper

* Feature flag for auto overwrite

* add to featflag menu

* Add featflag to builds

* Remove safety check

* Fix test

* Quantile Anomaly Detection on Timeseries (#3980)

* init commit

* model + view

* fixes plus doc strings

* tests

* trail map

* remove )

* linting?

* fix

* refactor

* renaming

* rename v2

* final chart

* linting

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

* Hotfix --> develop (#4027)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Release/2.2.0 (#4008)

* Added github actions for gitflow

* Minor changes

* Fix plot look when using eval and add query to choices (#3881) (#3898)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

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

* Testing Gitflow (#3899)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* Feature/gitflow (#3900)

* Fix plot look when using eval and add query to choices (#3881) (#3901)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

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

* Gitflow Implementations (#3902)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Gitflow Implementations (#3904)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Main --> develop (#3906)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* GItflow Implementations (#3909)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Feature/gitflow (#3911)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* Update develop (#3913)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Feature/gitflow (#3914)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3921)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Feature/gitflow (#3914) (#3915)

* testing gitflow

* Name changes

* Testing python changes

* Added Checkout to Base test

* More minor fixes for merge

* Minor fix

* Added nightly build

* Testing Merge

* Merge error fix

* Merge fix

* merge fix

* Merge fix

* Merge fix

* Merge fix

* merge fix

* [Gitflow] - Minor fix

* Nightly build feature

* Added branch name docs

* poetry add ccxt@latest (#3920)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* poetry add ccxt@latest

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Add crypto dd functions to sdk (#3888)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Add crypto dd functions to sdk

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Fixes currency and trailmap

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Integration tests refactor (#3781)

* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>

* Gitflow - Autodoc (#3922)

* Hotfix/dots sources (#3928)

* fix: wordwrap

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix: str

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Update dependency: grpcio (#3937)

* Update grpcio

* Revert "Update grpcio"

This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.

* Update dependencies

* Rebase develop? (#3935)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Update installation guides with videos (#3903)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Update installation guides with videos

* Add fix for Ruff crashing

* Me no longer do what James said

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* broken link  (#3889)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* broken link

due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>

* Issue #3882 Fixed (#3885)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* GitFlow - improve check for changes (#3948)

Gitflow Implementation

* Rewrite and skip yfinance tests (#3953)

* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark

* Fixed failing badge not used anymore (#3932)

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

* Fix portfolio returns (#3931)

* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Put yf.info behind an exchange flag on `load` (#3951)

* Put yf.info behind an exchange flag

* Guides

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

* Last Price Bug into Previous Close #3865 (#3949)

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

* Add multiple countries option to events (#3938)

* allow multiple countries in events cmd

* fix test

* fix last test

* black

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

* Minor Fix for branch name check (#3979)

* Gitflow -  Added manual trigger to Linting (#3981)

* Minor Fix for branch name check

* added manual trigger to linting

* Linting fix (#3984)

Linting fix

* Feature/macro convert (#3924)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* fixed mypy errors

* Fixed parser options for currency conversion

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update sma.md (#3956)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update sma.md

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update overlap_model.py (#3955)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update vwap.md (#3971)

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

* Update overlap_model.py - wrong typehint  (#3970)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Bump yfinance to 0.2.4 and fix tests (#3977)

* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

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

* Add extra error handling for yf in etf (#3985)

* Fix the news command and making it more stable (#3965)

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

* Hotfix/bug #3945 (#3963)

* Add exception to http requests made by ftd

* Formatting

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix #3787 (#3966)

Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.

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

* Add ticker to the load export file (#3997)

* bump

* Change export name to have the ticker

* revert yaml

* Feature/release branch gitflow (#3998)

* release branch gitflow implentation

* Fix integration tests bugs (#3993)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

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

* change .env loading priority (#4005)

* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)

* fix for tqdm progress bar conflict

* fix tests

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

* bump

* Update release branch

* revert conda yaml

* logging hash

* Fix historical futures plot axes (#4006)

* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

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

* Update version number

* Added scipy to intel

* Fix M1 build (#4010)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* adding xgboost explicitly

* testing juan sugestion

* removing unncessary stuff that the hook deals with

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Rob-Rychs <Robrychel@gmail.com>
Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com>
Co-authored-by: Sergio A. S <sergio-abu@proton.me>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>

* GH Pages fix

* Minor fix

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Rob-Rychs <Robrychel@gmail.com>
Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com>
Co-authored-by: Sergio A. S <sergio-abu@proton.me>
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Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>

* Add back pull request to linting action (#4032)

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

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

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Hotfix/fix integration tests (#4025)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* removing leftover test

* fix forex test to use simple pairs

* fix key error in portfolio test

* fix pylint

* fix stocks_bt test

* fix ca tests

* fixing condition

* fixing int tests

* skipping shroom tests

* adding /red

* linting

* making pre commints happy

* linting

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Deprecate reddit commands taking too long to connect to PushshiftAPI (#3999)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

* timeout reddit func

* fix interest

* black

* pylint

* pylint again

* back to timeout

* rewind

* deprecate pushshift api commands

* rewrite expected

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

* Feature/release branch gitflow (#4034)

* release branch gitflow

* installer test

* Revert intel build fix

* poetry install

* Mac build poetry fix

* Poetry cache clear

* Poetry fix

* Added cancel

* Minor fix

* Github Pages fix

* GH page fix

* Added condition to docker publish

* Fix nightly build

* Added hotfix to integration test and build gh run

* Minor fix

* Edit trigger for integration test

* minor corrections

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

* Remove hotfix branch from triggers (#4048)

* Refactor `stocks/options/voi,vol,oi,chains` (#4017)

* Copy paste all the sheet names (#4035)

* bump

* Update ALL the exports with sheet name option

* Update contributing too

* Add in sheet name to each docstring

* Update tests

* Fix the small things for tests

* Converting CONTRIBUTING.md back since I put minimal changes in and it complains

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

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

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Update tests due to yfinance error

* I broke tests and fixed them

* Fix tests?

* Missed a few sheet name additions

* missed one more

* Fix some missing sheet_name parameters

* Fix a test I broke

* Update tests due to changes with sheet_name

* Update stocks and common

* Mutual funds just because

* Portfolio update

* Update Forecast

* Update Futures

* Update ETF

* Update Economy

* Update Crypto

* Update others

* Update documentation to explain --sheet-name

* It should be None test

* Add None for sheet_name since empty string can result in errors

* Formatting

* Fix tests

* Update documentation

* Also update the image

* Add back to options commands

Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* Upgrade dependencies for bug and for security vulnerabilities. (#4031)

* bump

* Resolve multiple safety checks.  Update thepassiveinvestor

* fix conda yml

* `openbb.economy.fred_ids` to always return dataframe (#4058)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* returning always a dataframe

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Refactor requests throughout (#4033)

* bump

* Initial function write

* Delete this line from yaml

* Changed all the main things - Need help on tests

* pylint errors

* Tests v0

* Tests v1

* Tests v2

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Bumping yfinance to 0.2.9 and updating ruff (#4059)

* Clarifies the Balance example by including, `timeframe = '2021'` (#4072)

Companies have not finished reporting F/Y 2022 earnings, including `timeframe='2021'` ensures that results are returned.

* Fix incorrect column label in nasdaq_model.py (#4063)

* Fix incorrect column label in nasdaq_model.py

'Time (GMT)' changed to 'Time (ET)'

* Update tests

---------

Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix uk daily data (#4078)

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

* Nightly Build Optimization (#4073)

Optimize nightly build

* Add keywords and descriptions (#4052)

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update the routine, portfolio and screener files and adjust the documentation (#4021)

* Remove undesired example files

* Update the documentation for routines

* Add in video

* Add some additional text

* Add in a routines example that can be activated with --example

* Remove default old examples

* Add portfolio example holdings file

* Add portfolio optimization example allocation file

* Add example files for the portfolio menus

* Remove code that unintentionaly prints the home menu on every routine

* Add home instead of /

* Remove requirement to add file if you have an example

* Ensure portfolio/po/params also talks about docs correctly

* Move all routine, portfolio and screener presets to the correct folder

* Remove presets since they are moved

* Remove presets since they are moved

* Same implementation as for file in po

* Adjust code so it works with new folder

* Adjust code so it works with new folder

* Adjust code a little since I changed folder

* Update screener documentation to include how to create a screener

* Remove old readme

* Update documentation to better reflect where to find the files

* Also update SDK notes

* Update exe with auto complete and more info

* Add images

* Update images and the last script

* Update text to make it more apparent that it has an example attached

* Add section for routine scripts on home menu

* Make call_about more robust and add record and stop

* Update the routine markdown with info about record/stop including video

* Update scripts

* Update portfolio report

* Update tests and report

* fix small load bug

* rewrite help test

* last fix was buggy

* example by default

* fix po integration test

* keep example on arg

* adapt integration test

* fix portfolio integration test

* fix more portfolio integration tests

* pa is not an option anymore

* portfolio report choices only holdings

* update integration test for portfolio report

* Small formatting improvements

* Remove sleep and fix inconsistent return

* Some spelling

* oops

* Fix tests

---------

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Improve the `stocks/search` command (#4084)

* Improve search command

* Make it more intuitive

* Fix tests

* Update the docs

* Ok done

* Ok done 2

* Ok done 3

* Git update tests that failed

* Update commands with --sheet-name that didn't work (#4088)

* Update commands with --sheet-name that didn't work

* Fix test

* oops

* Adds auto completion to `news` (#4089)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/Windows-CLI (#4087)

* init

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* oops

---------

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

* Adds end date to `forex/load` (#4077)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Lets release babyyyy

* logging hash

* Fix yf bug for options and update tests

* update windows build to checkout code

* switch order

---------

Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Rob-Rychs <Robrychel@gmail.com>
Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com>
Co-authored-by: Sergio A. S <sergio-abu@proton.me>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Peter Oroszvári <30414255+peter-oroszvari@users.noreply.github.com>
Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Dependencies : update black

* Update trail_map.csv

* Update gh-pages.yml

* Linting

* Lint

* Fix options tests

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Rob-Rychs <Robrychel@gmail.com>
Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com>
Co-authored-by: Sergio A. S <sergio-abu@proton.me>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Peter Oroszvári <30414255+peter-oroszvari@users.noreply.github.com>
Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-02-01 10:52:59 -05:00
James Maslek
e7185b10f3 merge the release changes into develop (#4016)
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* bump

* Update release branch

* revert conda yaml

* logging hash

* Update version number

* Added scipy to intel

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-01-19 11:41:39 -05:00
James Maslek
7e90d20d46 Release 2.1.0 (#3811)
* bump version

* Update OPENBB_LOGGING_COMMIT_HASH

* Update docker version

* Update requirements

* Revert "Update requirements"

This reverts commit fae0e8ddb1.

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-12-21 14:01:27 -05:00
skawikk
7709a43a03 Update docker-compose.yaml (#3721)
change version/tag of image (latest is not found)

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-12-09 11:33:27 +01:00
Chavithra
9add3e60df Docker: update installation instruction (#3692)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker: update documentation

* Docker : build.sh add prompt for version number

* Fix spelling

* fix hostname

* adding permissions to folders

* changing version to latest

* reverting wrong change

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-12-05 14:49:31 +01:00
Chavithra
cb98e1d81e Docker : image build + documentation (#3666)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker : image build + doc

* Docker : update image name

* Docker : update build

* Docker : clean cache

* Docker : image name
2022-11-30 09:58:03 -05:00
Chavithra
9e87d6e56c Docker : add python3-tk (#3648)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Update docker file
2022-11-29 08:30:51 -05:00
Chavithra
d825f98fc1 Release 2.0.0 (#3626)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Set version 2.0.0

* Doc : update docker compose file link

* remove hcp (#3627)

* Update dockerfile

* Update docker compose file

* Docker

* Docker compose

* changing setup nsi to correct version

* Update etf/ta

* Fix etf/tv

* Enabling autocompleter on etf/t

* Remove debug mode

* Disable PO detection on SDK (#3637)

* Turn Riskfolio detection off

* Disable reports/forecast

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
2022-11-28 21:27:02 -05:00
Luqman Bello O
d5d8e71e15 reduce docker image size (#3620)
* reduce docker image size

* Update pyproject

* Update pyproject

* reduce docker image size

* Update pyproject.toml

* reduce docker image size

* reduce docker image size

* Update docker image builder

Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-28 12:23:09 -05:00
Chavithra
263840494b Docker : update publishing (#3545)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker : update doc
2022-11-23 10:38:50 -05:00