Commit Graph

236 Commits

Author SHA1 Message Date
Jeroen Bouma
95431ecb85 Many improvements to the documentation (#3542)
* Many improvements to the documentation

* Remove redundant guides

* details

* Add guide backin

* linting

* Update FAQs

* Match it up with SDK

* add po to sdk

* Add PO in

* adding discovery

* adding BA and FA to sdk

* Add in Troubleshooting page

* quick fix on forecast

* onemore quickie

* fix sdk

* updates to troubleshooting

* Add in ticker to codespel so it doesn't whine

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>
2022-11-24 08:27:04 +01:00
Chavithra
263840494b Docker : update publishing (#3545)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker : update doc
2022-11-23 10:38:50 -05:00
James Maslek
649dd1d64b Fix linter issue (#3538)
* Fix linter issue

* Didnt import optimization menu

* Fix some things for deployment

* openbbterminal -> openbb

* openbb
2022-11-22 20:40:44 -05:00
James Maslek
bb6c245575 change back patch (#3536) 2022-11-22 19:34:52 -05:00
James Simmons
94e9e295e2 release 2.0.0rc1 (#3531)
* version change to 2.0.0rc1

* Update terminal_helper

* scipy to ^1.9.3

* signing files for intel

* Docker release for 2.0.0rc1

* scipy sign binary

* signing scipy removal

* Update build/pypi

* Checkout terminal_helper.py

* Make pypi build files executable

* changed the version checking

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-11-22 19:34:10 -05:00
James Maslek
30cd45eb92 shrug (#3535) 2022-11-22 16:15:04 -05:00
jose-donato
e1962252ad Docs fixes (#3530)
* fix(docs): added margin between sections

* fix: images

* readd old content for examples/images

* fix: codespell

* fix: codespell

* fix: ga

* fix: remove temp lorem ipsum

* fix: docu config for edit page

Co-authored-by: teh_coderer <me@tehcoderer.com>
2022-11-22 14:56:17 -05:00
Theodore Aptekarev
15d1870194 Reorganize project extras for a pip installable package (#3432)
* Re-solve the dependencies for optimization extras

* Remove unused reportlab helpers

* Update install from source and troubleshooting docs

* Fix typos found by cspell

* Prevent po menu from launching when optimization toolkit not installed

* Add optimization dependencies to default requirements.txt for the CI

* Add optimization toolkit installation to the CI

* Fix markdown linting

* Update CI test dependency installation for matrix tests

* Fix markdown linting

* Update source installation docs

* Clean up ToC in the main readme

* Update the SDK documentation

* Fix markdown linting after making readme sections linkable

* Fix more markdown linting

* Fix more markdown linting

* Update secrets detection with exclusion rules

* Bump detect-secrets configuration

* Tune secret detector

* Fix more markdown linting

* Add optimization toolkit install to installer GH actions

* Add optimization toolkit install to docker build

* Fix typos

* Add "all" extras setting to install torch and riskfolio

* Move forecasting dependencies to pyproject.toml

* Update CI build configs

* Update documentation to feature the "all" extra

* Lint markdown

* Update docs to specify requirement of having a C compiler

* Added log Id to codesigning steps in inteel Macos workflow

* Changed disk for the m1 macos build

* Changed disk for the m1 macos build

* Changed disk for the intel macos build

* taking out sigtool removal line

* Remove dev version number from pyproject.toml

* removing sigtool from all build steps

* changes to m1 build and commenting test_report_economy

* more m1 build changes

* testing exit on conda setup

* some more

* changing shell to bash to setup conda

* bash on lines

* bash on all lines

* small bash removals

* intel fix and test_crypto int test

* upgrading setupminiconda version

* adding back in intel conda init and reset

* intel removal of init

* taking bash back out from m1

* removing old codesign lines

* adding codesign specific binaries

* ssl fix for all terminal

* removing if installer

* various ssl fixes across commands

* fixing ssl mistake

* integration test changes

* Linting + remove comment

* Update poetry.lock

* Update requirements

* Update the docs to mention that PO is not working on arm arch

* Update deps to pin setuptools

* Disable reports on pyinstaller packaged version

* Update reports

* small grammar change for forecast report message

* Pin grpcio following introduced regression in 1.51.0

* Update docs to reflect changes in how optimization is installed

Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 12:33:59 -05:00
jose-donato
2e7eb4c9b6 New documentation website (#3526)
* fix(docs): added margin between sections

* feat: removed unused files; updated ga

* fix: juan stuff doesnt work

* fix: random fix

* moon at noon

* fix: update docusaurus config

* Update controller_doc_classes.py

* fix: temp fix

* fix: temp fix

* Update controller_doc_classes.py

* fix: remove old content

* fix: taggfix

* init

* fix: styling and moved file

* Update generate_terminal_markdown.py

* fix: removed unused images

* fix: port new files

* Update generate_sdk_markdown.py

* Update controller_doc_classes.py

Co-authored-by: teh_coderer <me@tehcoderer.com>
2022-11-22 16:47:03 +00:00
jose-donato
eb0c305107 Sdk markdown generation (#3407)
* fix(docs): added margin between sections

* Fixes

* Update stocks_helper.py

* update git-actions set-output to new format

* Update stocks_helper.py

* Update terminal_helper.py

* removed LineAnnotateDrawer from qa_view

* lint

* few changes

* updates

* sdk auto gen modules done

* Update stocks_helper.py

* updates to changed imports, and remove first sdk_modules

* Update generate_sdk.py

* Update generate_sdk.py

* pylint

* revert stocks_helper

* Update generate_sdk.py

* Update sdk.py

* Update generate_sdk.py

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

* missed enable forecasting

* added running black in subprocess after sdk files generation completes

* removed deleted sdk_arg_logger

* comment out tests

* property doc fix

* clean up

* Update generate_sdk.py

* make trailmap classes useable for doc generation

* Update generate_sdk.py

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

* changed lineon to dict

* added full_path to trailmap for linking in docs

* updated portfolio

* feat: initial files

* feat: added meta head

* feat: added funcdef

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

* feat: added view and merged with jaun

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* init

* fix returns

* fix: random stuff

* fix: random

* fixed encoding issue on windows

* fix: generate tabs

* Added changes

* Added fixes

* Updated dependencies

* Added Jose fixes, pls work

* FIxed small issue

* Automated Change

* Added forecast, will prolly also need to pip install

* Added fix

* Automated Change

* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* Automated Change

* removed Juan sdk

* update

* updates

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* fix: some more stuff

* fix: bump ga to 3.10

* fix: examples

* fix: removed functions from root and moved ga

* fix: run pages only when main is merged

* fix: new poetry.lock

* Update dependencies

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: colin99d <colin99d@users.noreply.github.com>
Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-22 12:17:35 +01:00
James Simmons
c875f4f633 Fixes to Automated Builds (#3483)
* first

* changing int tests to run all

* commenting out economy

* workflow step to delete env
2022-11-19 13:28:04 -05:00
James Simmons
eead8af576 Fixing windows build by updating pyproject.toml and commenting out one integration test (#3320)
* trying again

* ipython stuff

* removing stock options integration test

* commenting out

* poetry add charset-normalizer=2.1.1

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-10 11:22:09 -05:00
James Simmons
0b176effc3 Papermill installer specific version (#3332)
* m1 mac

* windows

* intel

* adding conda activate to windows

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-09 11:30:46 -05:00
teh_coderer
721a7d560c [Bugs] Fix 3255,3160 + Improved Terminal Version Check (#3296)
* Fixes

* Update stocks_helper.py

* update git-actions set-output to new format

* Update stocks_helper.py

* Update terminal_helper.py

* removed LineAnnotateDrawer from qa_view

* lint

* Update stocks_helper.py

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-09 11:29:48 -05:00
montezdesousa
cd420c51c7 New format for SDK documentation (#3211)
* example changes in slopes

* change lettering size and side bar capitalization

* revert back to Fira

* start automatic website generation

* this was autogen

* add examples to slopes model

* generate slopes doc

* change to _index.md

* allow italic formatting

* fix regex

* option to regenerate paths

* update alt docs

* fix generate

* update alt

* fix generate

* update common

* target italic only for types

* format alt

* format italic common

* add sig indentation

* update sig indent alt

* update common ident

* add todo

* generate docstrings for all menus

* fix maxdd

* fix returns font size

* fix keys docs

* fix more docstrings

* escape literal symbols

* escape literal symbols

* reformat keys

* format opt

* remove literal escape

* remove another literal escape

* remove another literal escape

* unindent returns

* update docs return unindent

* add comma in last arg

* fix funcs without params

* fix signature

* compact some code

* refactor some more code

* refactor some code

* some final cleanup

* write docstrings

* change main

* move futures paths

* generate futures docs

* add external axes references

* fix typo

* revert to double docstring

* fix small bug

* remove docs folder

* generate.py in website folder

* add forecast to docs

* clear some warnings

* fix underscore

* remove cite

* refresh website docs

* fix forecast docstrings

* fix po

* fix po docs and remove italic

* fix more docstrings

* remove last warning

* codespell

* flake8

* exclude website contente from flake

* noqa on optimizer

* update website

* fix mypy

* remove setup from mypy

* mypy to openbbterminal

* update precommit

* pylint

* try to remove sdk loading issue

* avoid logging on test

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-11-09 13:00:10 +00:00
montezdesousa
4db8674c9e pin mypy 982 (#3343) 2022-11-08 08:23:48 -05:00
Chavithra
67a50d92c7 Docker + Pypi : update logs + builds (#3016)
* Log : move LOGGING_COMMIT_HASH

* Build : pypi

* Build : docker

* Poetry : pyproject.toml

* Docker : test cd

* Docker : test cd

* Docker : test cd

* Docker : update cd

* Docker : update workflow

* Docker : remove script

* Tests : loggers

* Docker : workflow

* Pypi : build script

* Pypi : adding MANIFEST.in

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2022-10-26 12:43:05 +01:00
James Simmons
0417f5f7eb infoswe command name change (#2933)
* infoswe change

* updating ignore

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-22 22:57:29 -04:00
James Simmons
8bdaa66154 alswe change (#2932) 2022-10-20 16:07:58 -04:00
DidierRLopes
3762693df7 Add intro command + improve plot style + internationalisation consistency (#2899)
* improve style of plots

* remove the blend which doesnt look nice in some machines

* remove translation for arguments to be coherent

* Add intro command

* add check to understand if its first time user to run intro by default

* intro doesnt require docs

* silly catch

* fix line length

* anoter lengthy line

* unused import

* unused import

* words

* allow to quit earlier

* style

* fix thing for u didi

* actual fix

* last try

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>
2022-10-19 20:35:23 -04:00
Chavithra
eb244a1d8d Docker : building + publishing (#2904)
* fixed integrated test test_stocks_ba.openbb

* fixed integrated test test_stocks_dd.openbb

* improved and centralised the check

* fix lint

* Docker : update ci + build files

* Docker : update build and CD

* Docker : update CD

* Docker : test

* Docker : test CD

* Docker : test CD

* Docker : rename `build.sh`

* Docker : tests CD

* Docker : test CD

* Docker : update CD + build

* Docker : fix CD

* Docker : fix CD

* Docker : build

* Docker : test CD

* Docker : CD

* Docker : CD

* Docker : test

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : build + CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : build

* Docker : test CD

* Docker : build + cd

* Moving `scripts`

* Checkout `helper_funcs.py` from main

* Docker : remove test file with alpine

* fixing readme errors

* fixing missed readme errors

* Docker : build

* Logging : handle docker app name

* Docker : test CD

* Docker : cd

* Doc

* Doc

* Doc : linting

* Doc

* Docker

* Doc

* Fixing `terminal_controller`

* Linting

* Doc : fixing links

* Version 1.9.1

* Docker : fix name

* Doc : add volumes in command

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-19 18:00:59 +02:00
hjoaquim
7136806103 Renaming api to sdk (#2897)
* renamed api to sdk

* changing docstrings and comments

* changing documentation

* changing .md files

* sdk to SDK

* fix imports on dashboards

* fixed the website docs generator

* re-generate website docs

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-18 12:02:40 -04:00
James Simmons
453832254c Updating Integration Tests Location (#2883)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-17 17:29:31 -04:00
James Maslek
7a8f8a0118 actions (#2892) 2022-10-17 16:49:41 -04:00
James Simmons
baf72720da Workflow Changes for New Machines (#2828)
* Update intel_macos_build.yml

* Update intel_macos_build.yml

* Update intel_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update intel_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update intel_macos_build.yml

* Update intel_macos_build.yml

* Update intel_macos_build.yml

* Update intel_macos_build.yml

* Update intel_macos_build.yml

* Update windows10_build.yml

* Update intel_macos_build.yml

* Update windows10_build.yml

* Update intel_macos_build.yml

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-17 09:41:26 +02:00
Colin Delahunty
137f56ff3f Update bug_report.md (#2848) 2022-10-14 14:24:23 -04:00
Colin Delahunty
ff3f0f450a Fixed stocks dashboard tz issue (#2844)
* Fixed stocks dashboard tz issue

* Trying to fix gh-pages CI

* Trying to fix gh-pages CI
2022-10-14 11:47:36 -04:00
Chavithra
aebdddc286 Moving terminal.py file (#2837)
* Move terminal file

* Update terminal_controller + paths

* Add new terminal.py

* Change constant : USER_CUSTOM_IMPORTS_DIRECTORY

* Changing constant : USER_PORTFOLIO_DATA_DIRECTORY

* Changing constant : ROUTINES_DIRECTORY

* Changing constant : DATA_SOURCES_DEFAULT_FILE

* Changing constant : PRESETS_DIRECTORY

* Update paths

* Update `terminal_controller` module

* Apply black

* Update worfklow + precommit hook

* Update workflow

* Tests : terminal_controller

* Tests : terminal_controller
2022-10-14 15:12:22 +02:00
martinb-bb
7fd72d9ee1 Forecasting Menu [Work in Progress] (#1933)
* Gave forecasting memory

* Fixed scripts, refactored

* FIxed poetry lock

* edge case check for forecast target

* Improved combine and load functionality

* Cleaned up translations

* Fixed issue with covariates

* Fixed issue checking covariates

* Another covariates check fix

* Ignored regr and linregr warnings

* Fixed covariate issues

* switched from forecasting to forecast

* Finished transition to forecast

* Can add entire dataset with one command

* Improved combine description

* Removed naming covariates

* Created new installation

* typo

* Make plot show dates if available

* Added better handling or users without the menu

* Removed unused file

* Fix

* Better handling for nontraditional datasets

* Fixed black and pylint

* Fixed tests

* Added darts install to main tests

* Working on darts with CI

* Added back test file

* Made large tables print better

* naive baseline

* typo

* Finished naive

* no dollar on prediction

* fixed positive MAPE bug

* quick refactoring

* Fixed two different args for same thing

* added extra patience

* linreg mape fix

* info fix

* Refactored API, bumped to Darts 0.21.0

* Added fixes

* Increased verbosity for wrong column

* Updated dependencies

* Hid warnings

* Fixed importing

* Fixed tests

* Fixed ugly seasonal plotting

* Fixed forecast line color

* Switched chart output to blue

* Simplified lambda_price_prediction_color

* fixed residuals

* Chnage

* Removed darts from CI per Chavi

* Added fixes to tests

* Added knnfix

* Fixed issue where n!= o

* Added changes

* Added changes

* Imrpoved forecast dash

* Added Theo notebook

* Added enhancements to dash

* Added notebook

* Added fix for jupyter lab

* Added debug stuff

* Change

* Updated docs

* Fixed formatting

* Fixed formatting

* Removed prints

* Filtered some info

* Added button to run model

* Improved api

* Added secret feautr (no peeking Martin)

* Cleaned code

* Fixed tests

* Added test fixes

* Added fixes

* Fixes

* FIxes for pres

* Remove bad tests

* Removed knn

* Fixed issues with removing mc

* doc for conda

* Added forecast improvements

* Added streamlit support

* Fixed issues

* fix expo with streamlit due to quantile()

* fixed performance issues with streamlit for now..

* clean up historical forecast with new trainer

* quick fix for regression trainer params

* Added fixes

* quick fix for other fix for regression trainer params

* table formatting for timestamp

* potential fix for inf in feature engineered datasets

* Basic working in new format

* dw

* Trying

* Fixed issues

* Improved graphing

* fixing trainer for LR and formatting

* doge and linting

* page break

* automatic cleaning of datasets

* automatic cleaning of datasets- fix

* Fixed forecast dates

* Made dashboard prettier

* Added fixes

* Added fixes

* Added options

* Fixed error

* remove caching

* adding in spinner

* Added vairable n_predict in streamlit

* Added mypy fix

* renaming and range change

* new index for n predict

* check positive float for window size

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* renaming

* reorg files

* Update _index.md

* hidden which command for versions

* Update _index.md

* Update _index.md

* which: ns parser

* hugo for: which

* hugo for: forecasting fix

* formatting black

* update stock controller test

* Lay groundwork for better residual plotting

* improved delete to allow for periods in title

* improved automatic cleaning of inf

* Added new API

* Added new API

* Added new API

* formatting for black

* Updated our testing CI

* Reverted changes

* Added forecast docs

* Fixed mypy issues

* Fixes tests

* Did some refactoring, added a report

* new api in streamlit

* Added integrated tests

* Update _index.md

* improved loading in custom dataset

* menu spacing

* installer fixes

* Added docs fixes

* Adding comments to test if commit working

* Fixed report

* naming conventions

* formatting

* removing unused var

* Made last report imporvements

* Update README.md

* Added fix

* Switched to warning

* Added fixes

* Added fixes

* Added fixes

* Added fixes

* Update economy av view test

* Remove forgotten print statement

* Update depencencies

* Added verbosity to pytest

* Added fixes

* Fixed pylint

* Fixed actions checkout

* Added fixes

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-10-08 14:54:43 +02:00
Colin Delahunty
aafb5a52ff Update pandas dependencies (#2678)
* Update pandas dependencies

* Downgraded github checkout for now
2022-10-07 09:51:14 +02:00
Colin Delahunty
2a9e280063 Docker revisions 2.0 (#2714)
* Adding new docker stuff

* Improved docker.yml:

* Chavi changes
2022-10-05 12:24:18 +02:00
Colin Delahunty
7e0c03c967 Automatically Create and Build Docker (#2706)
* Added default architecture

* Added custom workflow

* Added fixes

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Improved dicker_push.yml

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Revert "Merge branch 'OpenBB-finance:docker' into docker"

This reverts commit 34044e1e19, reversing
changes made to 68061af01c.

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Changes to dockerfile

* Delete docker_push.yml

* Does the finish docker?

* Changes to dockerfile

* Changes to dockerfile

* Added fix

* Dyanmic image names

* Dyanmic image names

* Added test fix

* Added test fix

* Added test fix

* Added test fix

* Added test fix

* Added test fix

* Added test fix

* Added test fix
2022-10-04 16:15:33 +02:00
Chavithra
f61ff12b9a CI : Disabling log collection (#2653) 2022-09-27 13:25:55 -04:00
Colin Delahunty
abb060f2f0 Update pull_request_template.md (#2631)
* Update pull_request_template.md

It can be easy to forget everything we need to do in testing. I added this simple checklist so that we forget less often.

* Update pull_request_template.md
2022-09-26 11:02:36 +01:00
Chavithra
72b0a9f1ee Next release : reports on steroids (#2349)
* fix gov tests

* refactor insider

* new virtual path extraction

* removed some symbol default params as they're considered critical

* little adjustments

* portfolio refactor

* merge API factory

* add helpers, stocks, crypto, forex

* minor forex changes

* include forex api paths

* add 2 missing forex funcs

* portfolio brokers refactor

* display help on api func call

* add econometrics virtual paths to api

* add api unit test

* fixed report for the new api

* minor portfolio refactorings

* added gdapps

* anchor_yield path

* some more crypto path fixes

* small change

* fixed wrong param

* minor fixes

* wip - inital commit for forex report

* add bw as a model, we'll get better solution afterwards

* added ema with dummy model as it adds great functionality to the report

* minor fixes

* wip - added functions to forex report

* add feedparser news path

* add new virtual paths to api

* adding commands to equity report

* revert to old paths, new ones were breaking

* Add in very basic ETF report

* Add candle chart to ETF report

* add etf load

* allow use of candle without data

* add raw to candle

* added forex report

* ongoing equity report

* equity report change

* fix some portfolio bugs and add docstrings

* include portfolio paths and coin class

* add crypto paths

* change event dates to str

* starting economy report

* window for limit

* equity report and refactor newsapi

* add helper to api

* update on economy report

* equity report

* update economy report

* refactor some docstrings

* change maturities helper

* refactor newsapi

* refactor futures command

* add some sauce to ycrv plot

* black

* update report

* refactor alphavantage

* refactor wsj

* update economy report

* ycrv tenor

* map avaiable_indices

* map economy helpers

* fix econdb docstring

* add plots on economy report

* minor fixes

* wip - crypto report

* update economy report

* added same default args as view

* added view to explicity use chart=True when suing the api

* adjustments - removed rich tables to use only df

* final version economy report

* change report name

* equity report for review

* linting

* add etf symbols endpoint

* incorporate feedback economy report

* fix reports launch by adding tag to economy report

* fix equity bug

* remove analyst name

* fix

* fix news

* make links hyperlinks for equity

* click links

* fixed arg name

* improved news

* small improves

* Fix light terminal stylesheet that would prevent using it in notebooks (#2473)

* improved report

* run reports in installer

* fix #2209

* minor ycrv refactoring

* refactor portfolio/holdv virtual path

* refactor benchmark trades

* fix events args

* adapt economy report to changes

* fix portfolio controller bug

* holdv refactor

* refactor perf command

* start portfolio report

* remove perf view

* refactor holp

* add textwrap3 to poetry (doesn't solve the error)

* fix equity after merge

* add some rolling commands

* fix equity after save button

* improved crypto report, plus minor fixes

* minor fixes on the reports

* add maxdd and distr

* refactor qa

* var command

* refactor qa expected shortfall

* add es command

* add es command

* fix qa percentile bug

* fix economy rendering

* refactor qa omega

* add om command

* add summary command

* add dret command

* add mret command

* add yret command

* add metrics

* add allocs to report

* remove bro and po commands, add later

* fixed some tests

* adjustments to crypto report

* Fix docstring for VSCode

Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.

* minor adjustment

* remove nft calendar model virtual paths

* Add in Portfolio report

* fix external axes portfolio view

* Update portfolio report with rolling plots

* Details for ETF and Portfolio

* fix economy report

* change analyst to openbb

* floppy

* fixed unmatched axis in reports

* Speed up tests

* fix file and load on po

* get_news output

* add some po paths

* Add integration tests for Reports menu

* refactor maxsharpe

* open maxsharpe

* open minrisk

* open maxutil

* open maxret

* Added fixes

* black

* remove useless views

* Fixed small issue

* refactor ef

* open ef api

* portfolio optimization report

* Added fixes

* unblock api loading

* add more endpoints

* update po report

* unblock api loading

* update po report

* expose herc

* expose property endpoint

* Added fixes

* More api fixes

* flake8

* Fixed some mypy

* news api model

* flake8

* mypy fix

* mypy

* black

* pylint

* fix tests

* markdown

* markdown

* Added fixes

* fix economy report

* merge

* fix economy report

* remove empty notebook

* expose nco

* remove jupyter notebook

* expose plot endpoint

* remove po report, just used for tests

* api v paths plot

* remove api_old

* change loading msg

Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Om Gupta <guptagom@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Om Gupta <85685255+soggyomelette@users.noreply.github.com>
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-09-20 15:07:58 +01:00
Colin Delahunty
d85ede6a22 Pylint (#2563)
* Speed up tests

* Update pylint

* Removed unneeded
2022-09-19 11:33:01 +01:00
James Simmons
7c69964ecb updating drafter version (#2554)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-18 16:15:58 +03:00
Om Gupta
f18c44b066 New path for styles and add timezone as environment variable (#2509)
* add log path

* add test to check if log file is in correct dir

* env path

* black

* mypy fix

* add styles folder and styles from repo

* add timezone as env variable

* fix changes with main

* fix test

* flake8

* fix linting

* fix linting

* fix issue with light mpl stylesheet

* change timezone variable name

* change names

* change names

* names

* simplify paths.py

* change some names

* fix error in logic

* remove 3.11 from testing for now
2022-09-16 17:46:20 +01:00
James Simmons
10fce6d1d7 Release/1.8.0 (#2521)
* Update pyproject.toml

* Update setup.nsi

* Update feature_flags.py

* M1 macos build system (#2504) (#2514)

* Create m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out notarize and staple

includes codesigning tho

* changing prediction install

I am expecting a code sign error instead of a running the actual executable error. trying with -e prediction instead of -e prediction-m1-mac

* Changing prediction, keeping code signing

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out integration tests

* rerun

* Update m1_macos_build.yml

* adding pred back to turn to false

* making same as upstream release

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

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

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

* Changing detatch disc location

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-08 19:21:01 -05:00
James Simmons
1766e2fe3f M1 macos build system (#2504)
* Create m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out notarize and staple

includes codesigning tho

* changing prediction install

I am expecting a code sign error instead of a running the actual executable error. trying with -e prediction instead of -e prediction-m1-mac

* Changing prediction, keeping code signing

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out integration tests

* rerun

* Update m1_macos_build.yml

* adding pred back to turn to false

* making same as upstream release

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-07 16:05:49 -05:00
James Simmons
926cf0c147 Intel installer bug fix (#2505)
* solution try 1

* solution 2

* Delete entitlements.plist

* fixing locations

* uncommenting integration tests

* Changing names

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-06 16:39:28 -04:00
Christian Clauss
839da1dd45 fix x-small: Add Python 3.10 and 3.11 release candidate to testing (#2327)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-27 15:33:18 +01:00
Colin Delahunty
90fe23b400 Fixes Forex Quote (#2350)
* Fixed bug

* Started fixing codespell

* Fixed more codespell

* Updated local codespell

* More codespell fixes

* More codespell fixes

* Fixing test
2022-08-18 09:51:45 -04:00
Chavithra
9e1a58e2db Here we merge all API Refactor related branches (#2236)
* Update api.py

* Updated forex menu

* refactor ycrv command

* refactor ycrv command black

* refactor ecocal command

* Minh changes

* Adding space to test pushing

* title fix ecocal df

* get economic calendar annotation

* fix investingcom tests

* refactor index command

* refactor overview command

* give defaults to wsj view function args

* rename date args investincom

* refacto bigmac command

* fix ecocal typo

* refactor rtps command

* alphavantage gdp

* alphavantage gdp per capita

* alphavantage cpi

* alphavantage tyld

* alphavantage inf

* refactor macro command

* refactor macro command w helpers

* refactor treasury command

* fix macro on terminal

* treasury labels

* refactor maturities

* update treasury maturities doc strings

* refactor get economic calendar finhub

* refactor map command api

* display map filter choices

* route economy api to performance map

* route economy api to performance map

* display group choices on valuation command

* refactor performance and valuation commands

* refactor spectrum model and view

* add choices to spectrum controller

* delete image after view

* fix model tests finviz

* fix finciz view tests

* refactor futures

* fix some tests

* fix more tests

* fix controller test

* refactor fred series notes

* update fred notes docstring

* refacto fred series ids

* fix pred and qa when empty datasets

* refactor fred

* uncomment stuff

* refacto get series data

* fix some tests

* set defaults on args

* refactor fred yield curve

* black

* fix spell and remove ecocal names

* fix linting

* linting

* pylint fix

* change dangerous defaults

* Working through crypto fixes (#2256)

* Working through crypto fixes

* Continued adding crypto stuff

* Added crypto overview

* Added test fixes

* Added fixtures

* Fixed tests

* Fixed charting issue

* Removed broken APIs

* Final adjustments

* Added test fixes

* map get groups and get ycrv countries into old api

* exposed econdb helper funcs

* remove helpers

* refactor search indices

* linting

* refactor arg currency

* pylint from currency

* Started switching crpyto ascending to ascend

* Merging

* Portfolio model arguements, params, and docstring

* Refactored for etf commands (#2292)

* Refactored for etf commands

* Fixed tests

* Added load command

* Fixed menu

* Portfolio logic fixes

* Added econometrics (#2260)

* Added econometrics

* Fixed tests

* Simplified API

* Added test fixes

* Added test csv

* Allowed examples to be loaded

* Fund refactor (#2291)

* Fund refactor

* Changed fund_name and fund to name

* Changed ascending to ascend

* Stock menu refactoring for easier API usage (#2194)

* Stocks  refactoring for easier API usage

* Linting

* Refactor newly added features

* Linting

* Fixing tests

* Refactor common files used by stocks menu

* Fixing flake8

* Fix linting and tests

* Linting

* Fix flake8

* refactor insider_data

* refactor mentions

* refactor watchlist

* refactor sentiment

* refactor sentiment

* fix yahoofinance tests

* refactor load and candle

* refactor get_news and display_news

* refactor stocks.ins.act

* candle default matplotlib

* fix yahoofinance_view tests

* fix ark model tests

* fix ark view tests

* fix business insider model

* fix business insider view

* refactor csimarket model

* fix tests csi market model

* update dd controller

* fix get suppliers tests

* fix dd controller tests

* fix finhub tests

* fix finviz tests

* fix fmp tests

* fix marketwatch tests

* corrected argument keywords in test_bt_model

* corrected argument keywords in test_bt_view

* refactor fa controller

* refactor marketwatch view

* refactor gov controller

* fix tests fa av

* fix tests elect

* fix dcf tests

* fix polygon tests

* fix fmp tests

* fix quiverquant tests

* fix yahoofinance fa tests

* fix more fa tests

* fix insider tests

* fix more tests

* fix more tests

* fix options tests

* fix stock gov tests

* fix tests test_ba_controller

* fix tests for test_finviz_compare_model.py

* fixed 2 tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fix final tests

* fixed tests

* fixed tests

* Fix tests

* black

* forgot to black tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* flakefix

* Tests + code : Stocks / Discovery

* fix tests

* added recorder

* fixed tests

* fixed tests

* black

* black

* remove unused imports

* refactor display raw

* sia dicts fix

* pylint

* linting

* remove dangerous default

* fix tests

* fix beta model test

* black

* skip screener qa test

* change sector path to sectors

* update tests readme

* fix metric defaults

* black

* substitute lost ticker

* defaults cpic

* another round on sia

* refactor cramer

* reduce default tweets on sentiment

* refactor yf hist, corr, volume

* arkorders default

* refactor income, balance, cashflow

* refacto scorr, screener, getfinnhub

* refactor stockgrid

* ibkr refactor

* another round on stockgrid

* add dividens end point

* refactor discovery endpoints

* update docstrings with similar input

* refactor messages

* refactor ba

* refactor regioons

* refactor twitter sentiment

* refactor hist

* refactor regions

* give default to timeframe

* refactor bunch of defaults and arg names

* remove leftover imports

* refactor vwap

* let tests run

* fix tests

* fix stock tests

* fix stockanalysis tests

* flake

* MYPY

* Made important changes

* added fixes

* Fixed big issue

* Added fixes to tests

* fix qa tests

* fix tests

* fix 1 more test

* last stocks failing

* fix crypto test

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>

* fix portfolio tests

* change period to window

* update ca docstrings

* refactor get_similar_companies func

* Fixed

* Update CI

* Update CI 2

* Update CI 3

* Update dependencies

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-08-17 15:28:54 +01:00
Christian Clauss
8d15f4944a pyupgrade --py38-plus (#2326) 2022-08-16 07:54:17 -04:00
James Simmons
0f01b8437d Release 1.7.0 (#2300)
* Version Bump

* Changing pred install for intel workflow

* Disabling prediction menu

* Fixing codesign paths

* Changing disk location for detach

* Making sure to not pull from main

* changing windows build

* Hopefully final change for the release

* codesign fix

* fixing package stuff

* Fixing feature flags and env

* Adding comments about feature flags

* Changing windows build back

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-08-12 13:44:27 -04:00
James Simmons
b25034fecf Adding draft release workflow (#2277)
* Adding draft release workflow

* Fixing how the links are shown
2022-08-09 11:24:38 -04:00
James Simmons
168e2b913a Forgot to staple notarization to file (#2250)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-08-05 16:29:34 +03:00
James Simmons
c8a3608386 Windows10 build system (#2228)
* Windows10 build system

* Changing naming of title

* Changing labels for windows runner
2022-08-03 19:01:06 -04:00
Theodore Aptekarev
507cbfab39 Small fix (#2240) 2022-08-03 07:48:45 -04:00