Commit Graph

25 Commits

Author SHA1 Message Date
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
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
montezdesousa
1d3e468cb9 Portfolio optimization - plot, show and load endpoints (#3443)
* minor changes

* add spaces to print help

* start _show refactoring

* partial refactor po

* fix ef view

* refactor plot

* remove some unused stuff

* refactor charts

* forgot this

* validate input type

* change func name

* rename some endpoints

* move statics

* turn some args to kwargs

* rewrite equal docstring

* equal docstring again

* add docstrings and move some statics

* fix maxsharpe terminal bug

* refactor show

* fix ef

* add integration tests

* fix category bug

* fill some examples

* add more examples and fix nco

* add more examples

* add one more example

* add examples file

* add examples to load

* add detail to example

* add integration tests

* fix doc

* fix teste

* black

* flake

* pylint

* Linting

* Fix return

* Trying to fix display_plot

* display_rc_chart -> display_rc

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-18 20:56:16 +00:00
Henrique Joaquim
0ae89d6cc2 Style fixing: removing --ascend/--descend (#3395)
* stocks candle to use reverse

* qa raw to use reverse

* etf candle to use reverse

* oss rossix to use reverse

* crypto/defi to use reverse

* crypto/disc to use reverse

* added test

* crypto/dd to use reverse

* crypto/onchain to use reverse

* crypto/ov to use revert

* forex candle to use revert

* conibase controller to use revert

* tests to use reverse

* covid to use reverse

* removing ascend

* removing ascend from econ

* more removing ascend

* more removing ascend

* more removing ascend

* fixing stuff on .md files

* fixed economy controller tests

* fixed screener tests

* fa controller to use comma separated when multiple inputs
2022-11-14 15:04:34 +00:00
Sammac-dev
aed683f440 Feature/attribution toolkit (#3156)
* add attribution toolkit

* add attrib to test script for portfolio

* removes yahooquery dependency and early rounding

* Update _index.md

* update feature to include raw and type flags, graph always shows, table output optional, one type of output at a time

* Linting

* Update index

* Update index 2

* Update tests

* changes argument descriptions

* Small fix

* Formatting Black

Co-authored-by: S3908818 <S3908818@student.rmit.edu.au>
Co-authored-by: Louise Platts (S3908818) <88080425+s3908818@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Louise Amy <74476622+louiseamy4@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
2022-11-11 10:28:05 +01:00
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
montezdesousa
f9086d6f38 Portfolio menu bug fixes (#3204)
* normalized way moving average is treated and prevent huge exception prompt

* changed descriptions on docs

* change to check_positive_float

* add integration tests

* fix linting

* add more integration tests

* add more integration tests

* fix linting

* add some po integration tests

* fix flag without prompt

* change orderbook to transactions

* limit warning to portfolio

* change print help

* format portfolio var

* reformat controller

* reformat es

* remove autocompletion

* change print help

* add percentage symbol to summary

* fix holp holv

* fix scripts

* update website doc

* add tqdm progress bars

* fix table spacing

* identify mret tables

* remove positive float from rfr

* flake8

* pylint

* fix reports

* revert to old menu help

* revert to old menu help

* Update test_portfolio.openbb

* quick change on empty lines

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-09 10:46:42 +00:00
jose-donato
7ccbea3de1 Fix 3018 (#3269)
* fix(docs): added margin between sections

* fix: added autocompletion

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-03 11:32:34 -04:00
Henrique Joaquim
84f56d2b22 Some fixes on crypto (#3246)
* getting into disc menu fixed

* fixed warning

* fixed verification in case list is empty

* integration tests

* fix sorting

* fix tests

* fix tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-02 08:24:38 +01:00
Henrique Joaquim
05fe8c364c improved integration tests (#3078)
* improved integration tests for forex

* integration test for dashboards

* added more tests to economy

* added test for forecast report

* added eedbt integration test

* added hist tests

* added eval command

* updatedeconometrics tests

* changed order

* test removing warning

* Revert "test removing warning"

This reverts commit 09ca09012156771428b2041b478296dbf2bfc780.

* adding todo

* Fix top categories and sorting not working (#3025)

* Fix categories and sorting not working

* Allow sort in ascending order

* Documented the new flag

* Fixed tests

* Fix bad practises

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

* [FEAT] StatsForecast AutoETS forecasting model (#2988)

* feat: add autoets model

* feat: update autoets index

* feat: add verbose option

* feat: freq preprocessing

* feat: improve test size call

* feat: add statsforecast dep to conda env full

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>

* Improve ETF menu (#3124)

* improve etf menu

* improve docs

* fix tests

* should cover more edge cases

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

* improve export (#3176)

* When renaming funcs to remove source at start, the translating keys were missing update (#3177)

* fix the en.yml key for some funcs

* fix tests

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

* Adds guide for SDK/Keys (#3111)

* Adds guide for SDK/Keys

* Linter

* Applied requested changes, and improved the examples.

* Removed bullet point

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>

* Adds Introduction Guide for the Economy SDK Module (#3142)

* Adds Introduction Guide for the Economy SDK Module

* Changes title

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>

* version check for statforecast (#3227)

* Fix 3188 - UX for `Feature Engineering` functions  (#3224)

* fix depr. warning

* console printout enhancment

* improvement to sto for UX

* average true range UX

* signal UX improv.

* Fix Some Econometrics Bugs (#3210)

* Added suggestions for load

* Fixed a command

* Fixed panel

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

* Fixing 6 crypto bugs (#3228)

* fixing 6 crypto bugs

* fixing filter stuff

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

* Fix SDK plot colors without needing openbb.stocks.candle (#3178)

* fix SDK plot colors without needing openbb.stocks.candle

* lint

* ordering

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

* Updating crypto integration tests (#3222)

* disc, ov, and base

* more integration tests and fixing previous commited ones

* some more fixes

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

* removing commented tests

* removing commented tests

Co-authored-by: Gerard <jerry.om.95@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: fede <fede.garza.ramirez@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
2022-11-01 18:38:31 -04:00
James Simmons
1272837870 Updating crypto integration tests (#3222)
* disc, ov, and base

* more integration tests and fixing previous commited ones

* some more fixes

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-01 09:43:23 +01:00
jose-donato
8c5a64ddb9 Fix 3196 (#3216)
* fix(docs): added margin between sections

* fix: key not expected

* feat: added command to test script
2022-10-31 11:54:40 -04:00
jose-donato
5caba955ff Fix 3193 (#3219)
* fix(docs): added margin between sections

* feat: updated arg

* Scripts : add test on crypto ta

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-10-31 11:54:21 -04:00
Colin Delahunty
04670ddb05 Added crypto/defi fixes (#3117)
* Added sinfo error handling

* Address spelling

* Removed unused descend

* improved ldapps MVC

* Added fixes

* Fixed failing tests

* Fixed failing tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-31 08:36:59 +01:00
montezdesousa
a9787dd2d1 Refactor reports menu and make it work on installer (#2878)
* start papermill rollback

* move reports to templates folder

* comment some stuff

* refactor reports controller

* change var names

* clean ctrl class vars

* small refactoring on metadata search

* relocate some func

* breaking changes

* revert some changes

* destroying changes

* change menu appearance

* change menu appeaerance again

* update choices

* change some assets locations

* remove unused vars

* change some docstrings

* rename vars

* its working

* forgot one dash

* omg its working

* clean some code and doc

* change func name

* fix a bug and add some comments

* fix economy report startup

* add custom reports

* allow custom reports

* forgot to delete this

* unused import

* make somestuff more explicit, 5 min rule

* add helper func

* supress errors--no-verify

* add some type checks

* fix check ipynb func

* check inputs in run

* rewrite some integration tests

* remove unused import

* add some docs to website

* add auto completion

* warn if no forecast

* add to do

* add arg name if 1 arg

* add papermill pointing to github main

* add notebooks

* fix terminal spec

* relocated choices files

* merge main

* relocate website docs for reports

* limit user choices

* fix portfolio auto completion

* limit choices fix

* clean som edocstrings

* limit user choices in run command

* improve run parser

* fix msg

* add reports controller tests

* relax crypto choices limit

* contain commands

* pass pre commit

* flake8

* flake8

* ignore mypy

* pylint

* website

* move docs to jupyter tab

* add installer dep

* remove etf

* remove reports

* update reports to main

* handle events erros

* rever reports to previous commits before main merge

* add papermill installer strategies

* add flags to terminal

* avoid sdk crash

* execute notebook in thread

* remove unused sys

* execute report in a child process

* fix some notebook stuff

* fix portfolio report

* fix reports controller volatility

* change api to sdk

* move images

* remove som unucessary installer imports

* remove debugger warning

* move ipykernel launcher

* supress notebook crash

* remove portfolio decorator

* fix run command

* forgot to change this

* add images

* fix portfolio report

* fix crypto report

* linting and tests

* add run integration test

* pylint

* hide reports module args

* try at supressing args

* try at supreccing warning

* solve some os issues

* handle pm errors

* fix warning unrecognized arguments

* change comment

* avoid crash when parameters not found

* fix etf commands

* minor cleanup

* update forecasting check

* fix some linting

* fix futures test

* pylint

* limit user choices to prompt

* limit user choices to prompt

* supress warnings

* revert poetry lock back to main

* papermill pointing to main

* flake8

* forgot requirements

* Update helper_funcs.py

* Update reports_model.py

* choices

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
2022-10-26 21:27:30 +01:00
Colin Delahunty
457671250d Switches all multi input arguments to comma separation (#2902)
* Switched first narg to arg

* Finished converting first menu

* Finished converting menus

* Fixed tests

* Fixed webpages

* Error handling

* Added James fixes

* Allowing lowercase

* Temp

* Temp

* Fixed error message for multi word countries

* Fixed countries

* James fixes

* Docs fixes

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-10-25 11:35:52 -04:00
northern-64bit
38a53e5f43 Combining commands and renaming others (#3000)
* Combining commands and renaming others

Combining commands with different sources but the same functionality. I also removed indications of source from command names

* Fix tests and hugo

* Test fixes

Co-authored-by: james <jmaslek11@gmail.com>
2022-10-25 11:31:08 -04:00
James Simmons
675449933a Allowing integration tests to be run by menu (#2992)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-24 10:13:34 +02:00
James Simmons
c29d1c5c20 Changing reddit_sent command name (part 2) (#2986)
* hoping this works

* Moving files and adding test

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-22 23:57:15 -04:00
James Maslek
c337c2fdb8 Adding more integration tests (#2946)
* Adding more integration tests

* More

* More

* ca

* more menus

* ta

* qa

* etf

* forex

* bt
2022-10-22 18:51:40 -04:00
DidierRLopes
8715c3336d New futures controller (#2758)
* start futures branch development

* small improvements

* display futures historical

* small improvement

* improve raw

* add curve command

* improve autocompleter

* styling

* add option to select expiry

* Two small things

* Add check that curve not empty

* improve plot and add description futures search

* add check for empty curve earlier on

* merge main

* fix black linitng

* black linting

* add ES to futures

* minor improvements

* Add docs

* Update _index.md

* Update _index.md

* fix crude oil exchange

* fix when dataframe has a single datapoint

* black linting

* add integrated test

* add futures tests

* add futures to SDK

* add tests

* pylint

* ordering

* fix tests

* fix tests

* fixed now?

* fix tests once and for all?

* tests

* helping out didier

* fix tests

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-22 22:59:48 +01:00
James Simmons
9345befafe Spacc command name change (part 2) (#2987)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-22 16:51:10 -04:00
Colin Delahunty
52dd7a1f66 Add stocksera source to stocks/dps/ctb (#2896)
* Got stocksera source working

* Added fixes

* Removed prints

* Updated documentation

* Fixed pytest

* Added tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-19 23:24:48 +01:00
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
Chavithra
77106c2f83 Moving scripts and routines into openbb_terminal folder. (#2854) 2022-10-17 10:40:12 -04:00