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7c193656a108eef2e8fda22bd7fca24a30aa9c39
37 Commits
| Author | SHA1 | Message | Date | |
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northern-64bit
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8e21b340e0 |
Adds test for collinearity to the econometrics menu (#5018)
* Add `vif` command to the ecomometrics menu Adds `vif` command, which tests collinearity by calculating the variance inflation factor. * Fix spelling * Fix ruff * Fix ruff * Fix mypy + add sdk example * Fix mypy * Fix pylint * Fix input + error handling * Remove rouge print + error handling for one column * fix linting |
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Danglewood
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77b2da0cd3 | fix integration test for fixedincome controller (#5060) | ||
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Danglewood
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5b4b8f9ee3 |
expands integration test coverage (#5051)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> |
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Danglewood
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b3d4909bf2 | 100% coverage for fixed income integration tests (#5048) | ||
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Danglewood
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0e0de86b49 |
feature/heikin-ashi-candles: Adds a flag for Heikin Ashi Candles on stocks/candle (#4979)
* Adds a flag for Heikin Ashi Candles on stocks/candle * ruff * pylint * doc strings * fix typo * update integration test file * updates the docs accordingly. * remove second if statement * requested change * adds check for the expected columns --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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northern-64bit
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bde21f033e |
Adding GARCH (#4815)
* Add GARCH * Linting * Rearrange the econometrics menu * Add integration test * Add ret command + fixes * Fix linting * Fix linting * Fix pylint * Add logger to functions * bump pywry * fix rm command (#4890) Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * Fix `crypto/defi/anchor` (#4892) * handle defi anchor exceptions * reason * mypy --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * fix windows pyinstaller subprocess fail if space in path * remove API_IEX_TOKEN * remove API_SENTIMENTINVESTOR_TOKEN * Convert to latex + requested changes * Fix linting * Remove unnecessary logger * Add example * SDK updated * fix syntax on elite level math that I def know * Fix docstring * Fix example * Fix * Linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> |
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Igor Radovanovic
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705a3318e0 |
Integration test coverage (#4969)
* Integration test coverage POC * Update * Integration test cleanup * Fix * update tests > index 36 * rename stocks tests * Update Integration Tests * Update Integration Test Coverage * Update integration tests * Linting * Calculate parameter coverage * Improvements * Integration test update * Improvements * Improvements * Improvements * Improvements * Add to controller * Update README * Add integration test summary * Update integration tests * Update integration tests * Update algorithm * avoid uncaught exception * change summary * change workflow * another summawry change * fix small bug when module not found * summary table * Refactor * Workflow * Breaking get_coverage_all_controllers * Submenu coverage refactor * Remove comments * fix build workflow * forgot intel * update integration tests wf * update windows wd (need to test) * same * fix integration test * Windows patch * Update integration-test.yml * fix windows path * fix windows build wf * Update windows10_build.yml * Linting * fix paths * Finishing path touches --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> |
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Igor Radovanovic
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30372676bf |
crypto/disc DappRadar update (#4918)
* Add API Key, test function * Fix API key * Add free NFT endpoints * Add free Dapp Endpoints * Add free DeFi Endpoint * Add free Token Endpoint * Menu cleanup * Update unit tests * Update integration test * ruff * Description * Update SDK model * Trail map * Fix map * Fix map * Update SDK cache * Linting * fix --------- Co-authored-by: Chavithra PARANA <chavithra@gmail.com> |
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Danglewood
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3c41eb6830 |
Enhances stocks/quote to allow for multiple tickers (#4928)
* enhances stocks/quote to allow for multiple tickers * fix for MyPy type error * fix pylint * formats index string as title * adds test for multi-ticker quote and for bad tickers * adds integration test for multi-ticker quote * updates docstrings and adds 'openbb.stocks.quote_chart' to SDK * updates syntax in equity report for quote_data * ruff * gets rid of empty lines that got created. * adds logic to handle input as string when not a list * re-records tests * decorators |
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Igor Radovanovic
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19c52bec6a |
Increase integration test coverage (#4902)
* Create and update tests * Create and update tests --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> |
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teh_coderer
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fea595c8a0 |
Hotfix/ Economy oecd_view docstrings Remove finviz image cmds (#4783)
* idk * g * Update oecd_view.py * Update oecd_view.py * Update oecd_view.py * Update oecd_view.py * remove spectrum,view finviz functions * Update plotly.html * Update plotly.html * adjustments |
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montezdesousa
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8113c66ddc |
Speed up integration tests workflow (#4784)
* Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update test_stocks_disc.openbb * comment heatmap * reduce workflow to test * revert, doesnt run without this * run tests sequentially * Update macos-build.yml * Update test_stocks_disc.openbb * Update integration_controller.py * Update integration_controller.py * Update test_stocks_disc.openbb * juan magic * Update test_account.openbb * pass user and system to test with multiprocessing * ruff * Update macos-build.yml * comment * update readme * pipe tee instead of > cat * mypy * import from models * update account script for guest user |
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Henrique Joaquim
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495beee887 |
Feature/contributing guidelines (#4726)
* updating readme * updating unit tests readme * integration tests readme * minor to ref it on the comment * chaging the example and removing unused files * updating path * changing the controller example to follow view and model * obeying conventions * mathcing the right controller * matching examples * include details on creating a new branch * removing old references to stocks/dd * adding sheet name to the export_data example * circle back autocompletion to queue-and-pipeline * fixing the list numeration * Doc * fixing the tests (were failing bc of changed function name) * Remove tests/FIXTURES.md * reverting * small edit * lint * mardown linting * fixing forecast dashboard * fixing forecast dashboard --------- Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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northern-64bit
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1fb918f6f9 |
Adds eval, lags, corr and season commands to the econometrics menu (#4462)
* Adds eval, lags, corr and season commands * Fix ruff * Fix linting * Improve linting * Fix linting * Fix command parser * Fix linting + bugs * Add integration tests * Fixes * Improve `season` plot title --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Henrique Joaquim
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e69966b4a5 |
Economy menu bugs <> making the integration test work (#4563)
* fix malformed dataframe on bigmac index for several countries * improve handling of exception for gdp * improve handling of exception for rgdp * improve handling of exception for fgdp * improve handling of exception for oecd model * fix list index out of bonds * add arg to fred |
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Jeroen Bouma
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6b4f0ad6da |
Add new functionality to measure country performance (#4514)
* Add in new country parameters * Add in tests corresponding to the new commands * Update SDK and some more robustness * Update tests * Update tests * Revenue and spending didnt work, then saw spending has many more options * Small bug * Update tests and overall improvements * Forgot to add ccpi * Make more efficient * Update tests * Fix IDX issue within real gdp * Add quarterly flag to fgdp * Add integration tests * Update tests * Fix SDK and related bugs and fix CPI for SDK * Zzzz tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Henrique Joaquim
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740152b862 |
Integration tests for etf/ta (#4450)
* some adjustments and added int tests for etf/ta * ruff |
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Henrique Joaquim
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ac34a4114d |
Improve integration tests (#4438)
* improve crypto/ta int test * improve crypto/ov int tests * improvements to int tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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montezdesousa
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47f3e76987 |
Fix fa/income bugs + update integration tests (#4433)
* fix bug * update test * fix yf bug on income statements * update integration test * fix yf cash, balance, bug * add enterprise test * fix dupont * fix av keys missing in request * ruff * av model api key * pylint * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Jeroen Bouma
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87cea82808 |
Improve stocks/fa/enterprise, now stocks/fa/mktcap, functionality (#4424)
* Improve enterprise, now mktcap, functionality * Update the scripts to work better with SDK * Update the tests' * Update integration tests * Change SDK * Spellings * one more spelling --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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james
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2ba24ec839 | Integration test | ||
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James Maslek
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2a7ec56000 |
Sunset some dependencies (#4215)
* Sunset some dependencies * Mypy * Last iex refs * remove ref to investpy * tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> |
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Jeroen Bouma
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6421be3d8e |
Cleanse functionality from relying on yfinance (#4176)
* Cleanse PO from Yahoo Finance * I removed equal but then moved it back in * Update tests * Get rid of sust command * Get rid of quote since broken * Added in export capability for quote * Remove pir and summary, fix news and change source for weights * Update stuff * Add sources * Update portfolio to not be dependend on Yahoo Finance * Update all tests * Update SDK * Details * Fix integration scripts * I think I had to rewrite these * Update more tests * oopsie * Fix 1 * Fix Sort * and fix test --------- Co-authored-by: james <jmaslek11@gmail.com> |
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montezdesousa
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5953be0a42 |
Terminal authentication + keys/settings/routines (#4015)
* import order * pylint * no login, go to prompt * add logout and whoami * clear before prompt * black * these are unecessary * error * improve login prompt message * login does not follow the controller pattern, so will name it differently * nop * move logout and change to results * change return obj * ruff * pyupgrade * remove user from statics * message * fetch configs at start * remove unecessary func * unecessary dataclass * change user vars * change login flow * remote logout should not be used * simplify * fix double exit logout bug * wrong exception * apply keys * change controller * mypy * save if no internet * pylint * logout everywhere * breaking changes: move to local/hub models * unused import * fix logout bug * whoami in guest mode * add todo * small bug guest allowed * limit flair length * fix bug on user pull * logout working * handle no connection * logout user when logout * remove keys push * split logger funcs * commant apply configs for now * account to session * rename user * clear sounds better * breaking changes: splitting guest from logged users * pull imports up * delete session model * move logout func * add ability to save and apply keys from remote * no sensitive keys * add support for feature flags * unecessary print * allow settings from differnt modules * change setff to static * change way to set ff * fix bug in applying configs * simplify obbff application * bug on setting configs * allow text ff * obbff in settings * add upload to cfg_plot 1 * data sources + backend * this solves circular import? * move create_session to model * rever logs changes, not needed for now * sync optionally * outline account controller interface * don't sync when guest * block guest on installer * or not and * start routines * fix bug on ff, settings * is installer * implementing chavi suggestions * fix colors on installer prompt * Logging login (#4046) * basic logging for the login * removing unused import * hacking the logs custom filter to not filter the email * black * cooping with the new changes * removing redundant method * ruff * ruff * mypy * SDK login (#4051) * sdk login * adding to the trail map * minor fix * improve sdk expirience * adapting to new changes * add docstrings * block guest from account * change guest msg * change guest messages * add sync on/off * display onoff * missing paragraph * fix glitch on logout * add sys clear * filtering password * filtering the email from user * avoid writing to multiple log files if a user logs out * fix bug, guest allowed in installer without connection * log user on the sdk * split login from lauch * add clear and change messages on account * docstrings * start pull cmd * change account menu description * Fix login bug and decouple some logic (#4056) * fix bug, guest allowed in installer without connection * split login from lauch * improvements on the sdk login --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * sync fix * change account controller description * ruff * add help on account cmds * update clear prompt * fix email not in jwt * remove jwt from requiremnts * pull command output * remove character * pull cmd when no data * add space below whoami * fix log filenotfound exception * changed arg name * delete .hist on logout * add asteriscs to password * pylint * uncomment rich config * show only diffs on pull * black# * warn when no changes# * pull msg was switched * apply diff only * breaking?: strbool change * reduce some code * add timeout to hub requests * black * add remote logout * success msg only if success * remove colors in prompt * update docstrings * keep timeout outside funcs * update clear * clear and patch * delete session * routine upload * move .his file to .openbb folder * change apply configs * refactor logout * remove mixed portfolio changes * fix bug in lock file * fix bug pwidth, pheight are floats * fix sources command & add choices * refactor timezone setting * userdata * fix flair * need to cast paths * cast on diff * fix flair default * save session test * get session * data * test remove * test remove with assert * add bad test cases * add exception cases to unittests * test remove cli hist file * black * test apply configs * test apply with sync flag * test create session, session model * login tests, session model * some tests for the hub_model * test logout user * black * test clear vars, reload * test create session * update user-json to user * update user class * add user tests * tests sdk session * tests for hub_model * start account controller tsts * unused import * tests account controller: clear, pull * tests for session_controller * logout success bugfix * add integration test for account * black * move routine related commands to other PR * test for the user input * completed tests for session controller * convert to hist to str) * fix import errors * ruff * ruff tests * fix qa * add help to settings cmds * ruff * fix pull keys bug * point to dev * account model tests * black * ruff * fix for empty feature settings * ruff * don't display config msg if wrong token * general msgs * remove print * ruff * fix sources not updated real time * missing return doc * add guest if no email * Routine remote storage (#4143) * add upload routine command * remove prints * point to local again * add commands * add delete * add download command and upload 409 * list comprehension * add download & save plus upload fixe * add user uuid folder * add list command * ruff * en.yml detail * provide choices to delete & download * add choices to upload * change menu text * starting adding unit tests * bad english * Update test_print_help.txt * genearl msgs * remove print * add docstrings * add unit tests to account controller * change parser * fix routine upload test * add to be implemented tests hub * add to be implemented tests local * add total pages to title * split list into model and view * add docstring * print msg if character * add local model tests * hub tests routines * fix test * point to dev and glob * fix small bug on upload * missing return * log decorators missing * black * ruff * change prompt display * rewrite test * rewrite expected * rewrite call * try passing git action * change .yml everywhere --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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jeroen
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1e55dbecd0 | Move filings to the correct place | ||
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Jeroen Bouma
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0ee2ebcf1e |
Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055)
* I missed some sheet_name ones :) * Move quote to main menu and combine yahoo finance commands * Update stocks for quote * First update to move yfinance away from main functionality * Small updates * Update tests to reflect changes * Fix some little things * Update docs a little too * Remove the Due Diligence menu * Update tests for new change * Update fa and stocks with new text and move some stuff around * Bye bye dd * Pls work * work.. * work.. * work.. * Work..| * Add tests back in * Remove tests * Fix fix fix * Remove tests to fix conflicts * 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 |
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Diogo Sousa
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7dea88b43e | add test case | ||
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Diogo Sousa
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db693be042 | handle some error cases | ||
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james
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985b652cbc | integration script | ||
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Chavithra
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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> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> 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 |
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Jeroen Bouma
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49641bd9e8 |
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> |
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Henrique Joaquim
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cc2fa38cd9 |
Refactor stocks/options/voi,vol,oi,chains (#4017)
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Henrique Joaquim
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3f9c961b9a |
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> |
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montezdesousa
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8b96fdbb29 |
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> |
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montezdesousa
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86fd7ae426 |
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> |
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montezdesousa
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e9b832f779 |
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> |
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montezdesousa
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c6b2ec5857 |
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> |