Commit Graph

142 Commits

Author SHA1 Message Date
Danglewood
6efab3fd15 [Feature] Add form_13f Endpoint to equity.ownership (#6122)
* add form_13f endpoint

* review things

* option_type validator

* black

* codespell

* add some comments to the code

* remove duplicated process

* static file

* remove warning

* static why no one updates you :-(

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-05 14:21:38 +00:00
Danglewood
e7896a839e [Feature] Add Currency Snapshots With Data From FMP (#6162)
* add obb.currency.snapshots() endpoint and create new standard model

* add standard model

* static assets

* add couple of comments

* codespell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-05 13:14:08 +00:00
Danglewood
47541d4c95 [BugFix] Fix FMP Market Snapshots (#6160)
* fix FMP market snapshots

* exception handling

* model type

* forgot one line

* fix test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-03-04 19:32:20 +00:00
Danglewood
eb07111477 adds AlphaVantage to historical_eps (#6155) 2024-03-03 22:51:47 +00:00
James Maslek
5f5fad05e7 Improve the OECD requests (#6152)
* remove ultima + althub

* move twitter keys

* Enhance caching + more specific urls

* Update urls for stir

* LTIR

* cli

* one v3 file to fix

* Typing edits + gdp dates + gdp all countries

* Tests

* lint

* not sure why those didnt record

* handle the fact that we artifically add some start dates and end dates

* fix dates with actual solution not weird patch

* lint
2024-03-01 18:38:59 +00:00
Pratyush Shukla
b47c9cc9d9 [BugFix] Filter OECD data using start_date and end_date parameters (#6144)
* move constant dicts to constants.py

filter by start_date and end_date

* black

* black again again
2024-02-29 14:37:58 +00:00
Danglewood
830acd99a4 [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings

* linting

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-28 18:50:33 +00:00
Pratyush Shukla
59e2099a1f [BugFix] Disable Intrinio InstitutionalOwnership model (#6142)
* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static
2024-02-28 14:57:51 +00:00
Pratyush Shukla
577a42461d [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`

* fix data types in models

* removed `openapi.json`

* set default date value as None in PolygonCurrencyPairs class

* add function to generate reference.json file

* reworked function to improve readability

* reword function to add seo metadata

* add functions for creating markdown sections

* add code to extract data card markdown title

* add additional functions for generating index and data models file

* extract first sentence of the description for cards

* code cleanup and documentation

* linting

* linting polygon models

* add openbb import statement in create_reference_markdown_examples function

* add POST method functions

* cleanup; reworked generate_reference_index_files function

* moved development section to 7th position in the sidebar

* fix POST function params default value

add standard flag to QueryParams and Data fields

cleanup

* add type expansion from package_builder.MethodDefinition

* sort data models cards alphabetically

make printing less verbose

* make MAX_CARDS global

display less content in cards in Commannds section

* cleanup

* Remove '_' from the cards under Commands section

* " to ' in econometrics/causality

* replace ' with " in ReferenceCard for reference dir index files

* remove extra . from the quantile function description

* shoutout to @deeleeramone for finding POST method description bug!

* set correct value for standard field

* handle BaseModel types in provider data fields

* unit tests for the platform markdown generator v2

* yeet 'Default' and 'Optional' columns in the 'Data' section

* last minute bug fix

* add info for multiple symbols

* make multiple items info same as platform static

* organize sections properly

* sort reference sub-directories alphabetically

* extra space in 'OBBject extra' description

* add type expansion for fields with multiple items

POST method cleanup

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-27 11:20:28 +00:00
Danglewood
225c945fab tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-02-27 09:53:10 +00:00
Pratyush Shukla
49967fee47 [Feature] Pretty Pydantic ValidationError exceptions (#6130)
* fix validator in fmp IndexHistorical model

* make ValidationError pretty

* modify arg error

* linting fmp IndexHistorical

* black

* remove unused code
2024-02-27 08:44:31 +00:00
Danglewood
6f6dc0c158 increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-26 20:07:58 +00:00
montezdesousa
ea26bf0c4c [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model

* fix description

* Update cik_map.py
2024-02-26 20:07:20 +00:00
capital0
6a1ed9bd02 added australia as a country also (#6131) 2024-02-26 19:23:42 +00:00
Henrique Joaquim
1d29ddcb86 remove unnecessary function (#6125) 2024-02-26 10:30:34 +00:00
Danglewood
1cbe34529e [BugFix] Allow Multiple Symbols in equity.fundamental.metrics() from yfinance (#6124)
* allow multiple symbols in key_metrics from yfinance

* field order thing
2024-02-26 09:56:33 +00:00
Danglewood
eea2fb55b2 [BugFix] Fix Company News (#6111)
* fix company news

* update tests

* multiple symbols for polygon

* don't include pageSize in Benzinga querystring, fixed as 100

* remove extra space

* black

* unused imports

* make benzinga test cassette smaller

* missing params

* clear empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-25 08:59:46 +00:00
Danglewood
2c6cfa1b6c add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-23 08:29:41 +00:00
montezdesousa
6095c4314f [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-22 14:04:26 +00:00
Danglewood
11df8e1b05 [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve

* standard model update
2024-02-22 08:45:09 +00:00
Danglewood
754e14ca71 [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:37:09 +00:00
Danglewood
fe3fa6af8e [Enhancement]: Add TMX data provider extension. (#5913)
* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-20 14:41:26 +00:00
Danglewood
339f979186 [BugFix] Fix treasury_rates() (#6092)
* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-19 16:19:51 +00:00
Danglewood
9f1891931c [Enhancement] Add analyst_search to the Equity/Estimates Router (#6088)
* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint
2024-02-18 17:24:28 +00:00
Danglewood
60a93c3266 [BugFix] Fix Equity Integration Tests (#6086)
* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines
2024-02-18 17:23:30 +00:00
Danglewood
ccf46aad92 [Feature] Add end point: etf.equity_exposure() with FMP provider (#6079)
* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 19:55:26 +00:00
Henrique Joaquim
fa5dedf4a5 Release/4.1.4 (#6081)
* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 11:37:00 -05:00
Igor Radovanovic
4ba7e109bc Fix price_target column for Benzinga (#6083) 2024-02-15 16:25:29 +00:00
Igor Radovanovic
9903876093 [BugFix] - Fix most integration tests (#6082)
* Fix most integration tests

* Lint
2024-02-15 16:24:10 +00:00
Danglewood
07e98ab58b [Feature] Add Regional Data Endpoint from FRED (#6071)
* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-15 12:30:16 +00:00
montezdesousa
7deb4e69f6 [Feature] - Comma separated string and list inputs (#6062)
* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

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

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2024-02-15 12:19:18 +00:00
Danglewood
d31eec2354 [BugFix] Fix World News (#6064)
* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-12 13:23:30 +00:00
montezdesousa
39888269b3 [Feature] - Replace symbols in company/news (#6061)
* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py
2024-02-12 10:46:13 +00:00
Danglewood
6881314b69 [Feature] FMP Current Holdings (#6043)
* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-09 20:14:11 +00:00
Danglewood
bc24709cba [HotFix] Index Router Docstrings & sp500_multiples() Cleanup (#6063)
* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint
2024-02-09 20:13:59 +00:00
montezdesousa
3fae9c20b2 [Bugfix] - Fix economic calendar country (#6059)
* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-09 15:04:35 +00:00
Danglewood
f08b0a6082 [BugFix] Fix OECD Long Term Interest Rate (#6060)
* fix long term interest rate

* pylint unused argument
2024-02-09 09:56:38 +00:00
montezdesousa
6088c98ceb [Feature] - Standardise multiple symbols input (#6056)
* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests
2024-02-08 16:47:55 +00:00
teh_coderer
7c68832379 improve discriminator logic, fix package return type docs (#6052)
* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-08 09:58:14 +00:00
Pratyush Shukla
8e445fead0 [Enhancement] - Improve crypto router docs and examples (#6048)
* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-07 22:32:12 +00:00
Theodore Aptekarev
c41f43c412 Feature/platform standardization notebook (#6049)
* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred
2024-02-07 16:00:30 +00:00
Henrique Joaquim
3805e9b253 [Enhancement] - Improve news router docs and examples (#6047)
* better docs

* static assets
2024-02-07 15:31:21 +00:00
Henrique Joaquim
6eb097c31c [BugFix] - Improve Standardization - EquitySearch (#6033)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black
2024-02-06 13:54:51 +00:00
Henrique Joaquim
b5f41fe411 Hotfix/wrong pydantic validator (#6037)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead
2024-02-05 23:28:57 +00:00
Danglewood
7c953d5964 [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)
* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-02-05 19:53:17 +00:00
Danglewood
16f2bec65f Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)
* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-05 19:53:00 +00:00
Henrique Joaquim
074cffaaad [BugFix] - Improve Standardization - CotSearch (#6031)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly
2024-02-05 15:41:23 +00:00
Igor Radovanovic
f86483e683 [Feature] - Refactor Response Model (#6024)
* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2024-02-05 13:17:29 +00:00
Henrique Joaquim
743c229f3a [BugFix] - Improve Standardization - IndexHistorical (#6030)
* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test
2024-02-05 13:01:50 +00:00
Henrique Joaquim
52ac1758f3 Improve UX for obb.news (#5986)
* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-05 11:46:37 +00:00