Commit Graph

713 Commits

Author SHA1 Message Date
tehcoderer
11be14a3d4 Squashed commit of the following:
commit c8c7d836ea
Merge: 1165e57b40 564d08edd8
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Sat Aug 5 15:09:10 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 564d08edd8
Author: Pratyush Shukla <ps4534@nyu.edu>
Date:   Fri Aug 4 23:25:47 2023 +0530

    add `--india` flag to `stocks/load` (#5281)

    * add `--india` flag to `stocks/load`

    Add ticker, set `india` and voila!

    * updated "help"

    * added check for `.ns`, `.NS` in ticker

    * consolidated conditions into 1 line

commit 1165e57b40
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 10:56:20 2023 +0100

    make some provider args optional

commit afbd4a69aa
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 10:45:28 2023 +0100

    rename some fetcher vars

commit 8f0b748270
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 10:37:43 2023 +0100

    move helpers and descriptions to util.py directory

commit 41e800ad6a
Author: James Maslek <jmaslek11@gmail.com>
Date:   Fri Aug 4 05:06:15 2023 -0400

    Custom request for all providers (#5280)

    * breakpoint 1

    * breakpoint pt 1

    * Finish fred request

    * Add **kwargs to all fmp funcs

    * Moved all fmp funcs to custom request

    * benzinga requests

    * add polygon requests

    * remove comment

    * move make_request to helpers

    ---------

    Co-authored-by: montezdesousa <montezdesousa@gmail.com>

commit dbc6751843
Merge: ce5b93ae4e f1eee44cab
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Fri Aug 4 07:37:11 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit ce5b93ae4e
Author: James Maslek <jmaslek11@gmail.com>
Date:   Thu Aug 3 19:59:51 2023 -0400

    Custom args to package builder (#5282)

commit ed07f6ad4c
Author: montezdesousa <montezdesousa@gmail.com>
Date:   Fri Aug 4 00:46:12 2023 +0100

    200 breaks polygon

commit f1eee44cab
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Thu Aug 3 13:58:47 2023 -0700

    Feature/options_views: Add a Variety of Views/Charts to Extend the OptionsChains Class (#5222)

    * add options_chains_view

    * vsurf charts

    * skew for strike vs contract

    * doc string

    * add chart_volatility

    * linting

    * codespell

    * mypy

    * types

    * tmx mypy

    * update test file

    * add synthetic long/short to strategies

    * updates test_options_chains_model.py

    * updates some docstrings

    * update documentation

    * actually commit the documentation page

    * update documentation screenshots

    * try catch for 403 error

    * add tests for options_chains_view

    * int64

    * SPX error handling

    * add cboe options dashboard for terminal

    * codespell

    * enable mouse scroll wheel zoom for charts

    * declare key values for all widgets

    * add some more streamlit charts and tables

    * fix test_yfinance_view.py

    * conflict resolution

    * test

    ---------

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

commit d575c5d52a
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Thu Aug 3 12:56:44 2023 -0700

    Fwd P/E regex fix (#5273)

commit 373c4f1ea7
Author: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Date:   Thu Aug 3 10:25:47 2023 -0500

    Update all_api_keys.json (#5277)

    * Update all_api_keys.json

    * Update CONTRIBUTING.md

    * Create json-yaml-validate

    * Update release-drafter.yml

    * Update json-yaml-validate

    * fix test

    * add json lint to general

    * Update tsconfig.json

    * Add a json_validate exclude to not check tests and certain known violations

    * fix workflow

    * not sure why this didnt exclude?

    ---------

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

commit 70f70a81b4
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Thu Aug 3 12:43:55 2023 +0100

    Hotfix/sdk py38 (#5279)

    * replace unsupported Annotated, MappingProxyType, is_annotated_dc

    * fix package builder

commit 61afffb1f5
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:56:40 2023 +0100

    typing

commit 0b3b30eccc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:51:07 2023 +0100

    rename exception for better localization

commit 49fe650117
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:54 2023 +0100

    update provider readme

commit 1e0a3c36c4
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:19 2023 +0100

    update provider readme

commit 9a1b4a8fba
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:42:02 2023 +0100

    update provider readme

commit 6b93a603dc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:37:54 2023 +0100

    update provider readme

commit 13d95452c3
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 15:50:20 2023 +0100

    to follow the convention

commit e3d65b502f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:49:19 2023 +0100

    filter

commit cc5a334258
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:42:14 2023 +0100

    cleanup filters

commit be864d01f3
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Wed Aug 2 14:17:20 2023 +0100

    Feature/provider refactoring (#5266)

    * remove comment

    * replace registry description

    * black and add some todos

    * remove unused var

    * allow description and move provider to title

    * fix the data field descriptions

    * refactor globalnews

    * added `"limit"` to metadata descriptions

    * fix cpi command and refactor

    * refactored `AnalystEstimates`

    * add concat param

    * refactored `AvailableIndices` for `economy.available_indices`

    * sort and set index to date

    * place it inside exception

    * move literals to core

    * rename descriptions dict

    * add descriptions to cpi data

    * change description

    * black

    * refactored `CompanyOverview` for `stocks.fa.overview`

    * Updated `DATA_DESCRIPTIONS` in provider metadata

    * Updated `symbol` description in `DATA_DESCRIPTIONS`

    * fix stock_news alias

    * pass standard limit

    * fix stock news

    * fix to datframe

    * rebuild python interface

    * refactored `CryptoEOD` for `crypto.load`

    * added Field descriptions

    * fix polygon stock_news

    * fix stock_news data

    * ruff

    * refactored `DividendCalendar` for `stocks.fa.cal`

    * refactored `EarningsCalendar` for `stocks.fa.cal`

    * refactored `EarningsCallTranscript` for `stocks.fa.transcript`

    * refactored `ExecutiveCompensation` for `stocks.fa.comp`

    * first round, refactor registry, executor, map

    * ruff

    * Allow alias in the provider models for provider specific params

    * Updated stock news to use alias in query

    * small fixes

    * fix interface bug

    * black

    * exceptions and typing

    * ruff

    * fix docstring

    * sort providers

    * push static assets without docstrings

    * date Field and optional dates params in `CryptoEOD` for fmp and polygon

    * refactored `ForexEOD` for `forex.load`

    * add comment

    * refactored `ForexPairs` and added Polygon provider

    * removed `_price` models from fmp and polygon

    * Updated `economy.index` to use `MajorIndicesEOD`

    * removed `_price` from sdk models

    * refactored `MajorIndicesEOD` for `economy.index`

    * refactored `StockEOD` for `stocks.load`

    * regenerate sdk

    * ruff

    * fix bug with global_news

    * typing

    * add docstrings to registry map

    * update docstrings

    * add executor query arg

    * follow convention

    * docstring

    * inject provider interface instead

    * doc

    * safer this way

    * docs

    * add abstractmethod decorator

    * add explicit fetcher property model_name

    * remove mode_name prop

    * get model name from query params

    * force extra params or data to be optional

    * replace fetcher list by fetcher dict and black

    * explicit depps in prov interface

    * explicit depps in prov interface

    * no formatted creds

    * no formatted creds

    * dep injection

    * dep injection

    * private methods

    * just verify credentials

    * docstring

    * typing and cut doc

    * typing

    * typing

    * typing

    * no overkill

    * ruff

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * empty list if creds None

    * check creds before request

    * just return the data

    * typing

    * move query params

    * ruff

    * move queryparams

    * move queryparams

    * move queryparams

    * fix a bunch o polygon models

    * ruff

    * partial fix fmp models

    * ruff

    * refactor more fmps

    * create dict by alias

    * refactor more fmp endpoints

    * bug

    * add params to transform query

    * ruff

    * fix fmp bugs

    * has to be annotation

    * rewrite static

    * typing

    * append return type to map

    * support return for generic data type

    * remove return type for openbb provider

    * add todo

    * fix small fred typing error

    * add more return type info

    * better message

    * handle multiple types of data (the fetcher should declare them later)

    * add comment

    * ruff

    * handle returns with generic for now (check juan solution)

    * fix bug with generic

    * fix fmp fetchr dict

    * fill return type in the provider lib for docstrings

    * polygon stock news

    * Update economy_router.py (#5254)

    * remove return type stuff

    * adapt cpi and overview

    * rewrite python interface

    * fix to_dataframe

    * limit stocks eod output

    * rename method

    * mypy

    * mypy

    * mypy chart style

    * mypy provider

    * mypy ignores

    * mypy credentials

    * Added Statements Growth endpoints from FMP

    * account mypy fix

    * privatize account method

    * one more mypy

    * remove mypy ignore

    * rename private method

    * Linting

    * Docstring generation

    * Linting

    * move provider.py into __init__.py

    * add default to required_credentials -> None

    * refactored `KeyExecutives` for `stocks.fa.mgmt`

    * refactored `HistoricalEmployees` for `stocks.fa.emp`

    * provider docstring

    * docstring

    * refactored `HistoricalStockSplits` for `stocks.fa.split`

    * standardised date in stockeod

    * refactored ``InstitutionalOwnership` for `stocks.fa.own`

    * removed unused imports

    * add `check_fields=False` in `@validator`

    * historical dividens

    * remove unused helper

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * standardise date, vwap in crypto eod and forex eod

    * rename __commands__ to __extensions__

    * change coverage separator

    * the map cannot change sep

    * sry

    * sry again

    * remove comment

    * refactored `MajorIndicesConstituents` for `economy.const`

    * add some descriptions about provider

    * refactored `PriceTargetConsensus` for `stocks.fa.pt`

    * refactored `PriceTarget` for `stocks.fa.pta`

    * refactored `RevenueBusinessLine` for `stocks.fa.revseg`

    * change metadata file name

    * docstring

    * remove unecessary arg

    * ruff & black

    * refactored `RevenueGeographic` for `stocks.fa.revgeo`

    * refactored `RiskPremium` for `economy.risk`

    * refactored `SECFilings` for `stocks.dd.sec`

    * refactored `ShareStatistics` for `stocks.fa.shrs`

    * refactored `StockInsiderTrading` for `stocks.fa.ins`

    * peers

    * stock splits

    * refactored `KeyMetrics` for `stocks.fa.metrics`

    * refactored `StockMultiples` for `stocks.multiples`

    * refactor income statement

    * rebuild

    * fmp balance

    * added `StocksOwnership` to `stocks.fa.own`

    * added `InstitutionalOwnership` to `stocks.fa.ins_own`

    * refactored `StocksOwnership` for `stocks.fa.own`

    * cleanup

    * refactored `TreasuryRates` for `fixedincome.treasury`

    * reorder balance items

    * fix polygon bs

    * refactored `IncomeStatement` for `stocks.fa.balance`

    * refactored base and types

    * added static files

    * cleanup

    * cleanup

    * refactored `CashFlowStatement` for `stocks.fa.cash`

    * added `stocks/fa` static file

    * black and ruff

    ---------

    Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
    Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

commit 2066d7d4be
Merge: fe1073da09 07537199af
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Wed Aug 2 05:37:20 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 07537199af
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Tue Aug 1 17:27:59 2023 +0100

    Move hub api keys ts (#5267)

    * move hub api keys ts

    * json instead

    * update contributing.md

    * Update all_api_keys.json

    ---------

    Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

commit ae91a3f9b9
Author: teh_coderer <me@tehcoderer.com>
Date:   Tue Aug 1 11:05:29 2023 -0500

    Hotfix  `economy/overview` rates displaying as dates (#5269)

    * fix: `economy/overview` rates displaying as dates

    * Fix Test

    ---------

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

commit 3b5fc53cc7
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Tue Aug 1 06:41:21 2023 -0700

    Adds details/image for installing C++ Build Tools (#5268)

    * Adds details/image for installing C++ Build Tools

    * Update installation_updates.md with screenshots

    * Update installation_updates.md

    Screenshots for MS C++ Build Tools

commit fe1073da09
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:29:42 2023 +0100

    only allow setup for allowed system fields

commit c8f82e1f8f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:04:16 2023 +0100

    reorder system settings attrs

commit 21c69a510f
Merge: 379a5518fa d212a8e270
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Mon Jul 31 20:17:30 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit d212a8e270
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Mon Jul 31 09:05:22 2023 -0700

    hotfix/gdp-units - better GDP units (#5262)

    * better GDP units

    * mypy

    * remove not needed dict

    * test_oecd_view.py

    * test_oecd_model.py

commit dc30ab3d36
Author: teh_coderer <me@tehcoderer.com>
Date:   Fri Jul 28 21:13:42 2023 -0500

    Hotfix/ locking when deploying streamlit app (#5261)

    * fix locking when deploying streamlit app

    * Update streamlit_run.py

    * Update streamlit_run.py

commit 379a5518fa
Author: hjoaquim <h.joaquim@campus.fct.unl.pt>
Date:   Fri Jul 28 10:00:39 2023 +0100

    small comment on show() implementation

commit 849e6134ee
Merge: 27e1728027 73348c0872
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Thu Jul 27 19:23:10 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 27e1728027
Merge: afe4c480a2 41d1359202
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Thu Jul 27 15:04:19 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit afe4c480a2
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:33:37 2023 +0100

    fix comment

commit 531fa104c8
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:32:00 2023 +0100

    rename method and add description

commit cc1a84b4d0
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 13:15:55 2023 +0100

    change method description

commit ff31d9ab87
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 12:52:54 2023 +0100

    check sdk token expiration on login
2023-08-06 19:42:40 -04:00
tehcoderer
b90cbc98d8 Squashed commit of the following:
commit 70f70a81b4
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Thu Aug 3 12:43:55 2023 +0100

    Hotfix/sdk py38 (#5279)

    * replace unsupported Annotated, MappingProxyType, is_annotated_dc

    * fix package builder

commit 61afffb1f5
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:56:40 2023 +0100

    typing

commit 0b3b30eccc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:51:07 2023 +0100

    rename exception for better localization

commit 49fe650117
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:54 2023 +0100

    update provider readme

commit 1e0a3c36c4
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:19 2023 +0100

    update provider readme

commit 9a1b4a8fba
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:42:02 2023 +0100

    update provider readme

commit 6b93a603dc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:37:54 2023 +0100

    update provider readme

commit 13d95452c3
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 15:50:20 2023 +0100

    to follow the convention

commit e3d65b502f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:49:19 2023 +0100

    filter

commit cc5a334258
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:42:14 2023 +0100

    cleanup filters

commit be864d01f3
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Wed Aug 2 14:17:20 2023 +0100

    Feature/provider refactoring (#5266)

    * remove comment

    * replace registry description

    * black and add some todos

    * remove unused var

    * allow description and move provider to title

    * fix the data field descriptions

    * refactor globalnews

    * added `"limit"` to metadata descriptions

    * fix cpi command and refactor

    * refactored `AnalystEstimates`

    * add concat param

    * refactored `AvailableIndices` for `economy.available_indices`

    * sort and set index to date

    * place it inside exception

    * move literals to core

    * rename descriptions dict

    * add descriptions to cpi data

    * change description

    * black

    * refactored `CompanyOverview` for `stocks.fa.overview`

    * Updated `DATA_DESCRIPTIONS` in provider metadata

    * Updated `symbol` description in `DATA_DESCRIPTIONS`

    * fix stock_news alias

    * pass standard limit

    * fix stock news

    * fix to datframe

    * rebuild python interface

    * refactored `CryptoEOD` for `crypto.load`

    * added Field descriptions

    * fix polygon stock_news

    * fix stock_news data

    * ruff

    * refactored `DividendCalendar` for `stocks.fa.cal`

    * refactored `EarningsCalendar` for `stocks.fa.cal`

    * refactored `EarningsCallTranscript` for `stocks.fa.transcript`

    * refactored `ExecutiveCompensation` for `stocks.fa.comp`

    * first round, refactor registry, executor, map

    * ruff

    * Allow alias in the provider models for provider specific params

    * Updated stock news to use alias in query

    * small fixes

    * fix interface bug

    * black

    * exceptions and typing

    * ruff

    * fix docstring

    * sort providers

    * push static assets without docstrings

    * date Field and optional dates params in `CryptoEOD` for fmp and polygon

    * refactored `ForexEOD` for `forex.load`

    * add comment

    * refactored `ForexPairs` and added Polygon provider

    * removed `_price` models from fmp and polygon

    * Updated `economy.index` to use `MajorIndicesEOD`

    * removed `_price` from sdk models

    * refactored `MajorIndicesEOD` for `economy.index`

    * refactored `StockEOD` for `stocks.load`

    * regenerate sdk

    * ruff

    * fix bug with global_news

    * typing

    * add docstrings to registry map

    * update docstrings

    * add executor query arg

    * follow convention

    * docstring

    * inject provider interface instead

    * doc

    * safer this way

    * docs

    * add abstractmethod decorator

    * add explicit fetcher property model_name

    * remove mode_name prop

    * get model name from query params

    * force extra params or data to be optional

    * replace fetcher list by fetcher dict and black

    * explicit depps in prov interface

    * explicit depps in prov interface

    * no formatted creds

    * no formatted creds

    * dep injection

    * dep injection

    * private methods

    * just verify credentials

    * docstring

    * typing and cut doc

    * typing

    * typing

    * typing

    * no overkill

    * ruff

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * empty list if creds None

    * check creds before request

    * just return the data

    * typing

    * move query params

    * ruff

    * move queryparams

    * move queryparams

    * move queryparams

    * fix a bunch o polygon models

    * ruff

    * partial fix fmp models

    * ruff

    * refactor more fmps

    * create dict by alias

    * refactor more fmp endpoints

    * bug

    * add params to transform query

    * ruff

    * fix fmp bugs

    * has to be annotation

    * rewrite static

    * typing

    * append return type to map

    * support return for generic data type

    * remove return type for openbb provider

    * add todo

    * fix small fred typing error

    * add more return type info

    * better message

    * handle multiple types of data (the fetcher should declare them later)

    * add comment

    * ruff

    * handle returns with generic for now (check juan solution)

    * fix bug with generic

    * fix fmp fetchr dict

    * fill return type in the provider lib for docstrings

    * polygon stock news

    * Update economy_router.py (#5254)

    * remove return type stuff

    * adapt cpi and overview

    * rewrite python interface

    * fix to_dataframe

    * limit stocks eod output

    * rename method

    * mypy

    * mypy

    * mypy chart style

    * mypy provider

    * mypy ignores

    * mypy credentials

    * Added Statements Growth endpoints from FMP

    * account mypy fix

    * privatize account method

    * one more mypy

    * remove mypy ignore

    * rename private method

    * Linting

    * Docstring generation

    * Linting

    * move provider.py into __init__.py

    * add default to required_credentials -> None

    * refactored `KeyExecutives` for `stocks.fa.mgmt`

    * refactored `HistoricalEmployees` for `stocks.fa.emp`

    * provider docstring

    * docstring

    * refactored `HistoricalStockSplits` for `stocks.fa.split`

    * standardised date in stockeod

    * refactored ``InstitutionalOwnership` for `stocks.fa.own`

    * removed unused imports

    * add `check_fields=False` in `@validator`

    * historical dividens

    * remove unused helper

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * standardise date, vwap in crypto eod and forex eod

    * rename __commands__ to __extensions__

    * change coverage separator

    * the map cannot change sep

    * sry

    * sry again

    * remove comment

    * refactored `MajorIndicesConstituents` for `economy.const`

    * add some descriptions about provider

    * refactored `PriceTargetConsensus` for `stocks.fa.pt`

    * refactored `PriceTarget` for `stocks.fa.pta`

    * refactored `RevenueBusinessLine` for `stocks.fa.revseg`

    * change metadata file name

    * docstring

    * remove unecessary arg

    * ruff & black

    * refactored `RevenueGeographic` for `stocks.fa.revgeo`

    * refactored `RiskPremium` for `economy.risk`

    * refactored `SECFilings` for `stocks.dd.sec`

    * refactored `ShareStatistics` for `stocks.fa.shrs`

    * refactored `StockInsiderTrading` for `stocks.fa.ins`

    * peers

    * stock splits

    * refactored `KeyMetrics` for `stocks.fa.metrics`

    * refactored `StockMultiples` for `stocks.multiples`

    * refactor income statement

    * rebuild

    * fmp balance

    * added `StocksOwnership` to `stocks.fa.own`

    * added `InstitutionalOwnership` to `stocks.fa.ins_own`

    * refactored `StocksOwnership` for `stocks.fa.own`

    * cleanup

    * refactored `TreasuryRates` for `fixedincome.treasury`

    * reorder balance items

    * fix polygon bs

    * refactored `IncomeStatement` for `stocks.fa.balance`

    * refactored base and types

    * added static files

    * cleanup

    * cleanup

    * refactored `CashFlowStatement` for `stocks.fa.cash`

    * added `stocks/fa` static file

    * black and ruff

    ---------

    Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
    Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

commit 2066d7d4be
Merge: fe1073da09 07537199af
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Wed Aug 2 05:37:20 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 07537199af
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Tue Aug 1 17:27:59 2023 +0100

    Move hub api keys ts (#5267)

    * move hub api keys ts

    * json instead

    * update contributing.md

    * Update all_api_keys.json

    ---------

    Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

commit ae91a3f9b9
Author: teh_coderer <me@tehcoderer.com>
Date:   Tue Aug 1 11:05:29 2023 -0500

    Hotfix  `economy/overview` rates displaying as dates (#5269)

    * fix: `economy/overview` rates displaying as dates

    * Fix Test

    ---------

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

commit 3b5fc53cc7
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Tue Aug 1 06:41:21 2023 -0700

    Adds details/image for installing C++ Build Tools (#5268)

    * Adds details/image for installing C++ Build Tools

    * Update installation_updates.md with screenshots

    * Update installation_updates.md

    Screenshots for MS C++ Build Tools

commit fe1073da09
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:29:42 2023 +0100

    only allow setup for allowed system fields

commit c8f82e1f8f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:04:16 2023 +0100

    reorder system settings attrs

commit 21c69a510f
Merge: 379a5518fa d212a8e270
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Mon Jul 31 20:17:30 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit d212a8e270
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Mon Jul 31 09:05:22 2023 -0700

    hotfix/gdp-units - better GDP units (#5262)

    * better GDP units

    * mypy

    * remove not needed dict

    * test_oecd_view.py

    * test_oecd_model.py

commit dc30ab3d36
Author: teh_coderer <me@tehcoderer.com>
Date:   Fri Jul 28 21:13:42 2023 -0500

    Hotfix/ locking when deploying streamlit app (#5261)

    * fix locking when deploying streamlit app

    * Update streamlit_run.py

    * Update streamlit_run.py

commit 379a5518fa
Author: hjoaquim <h.joaquim@campus.fct.unl.pt>
Date:   Fri Jul 28 10:00:39 2023 +0100

    small comment on show() implementation

commit 849e6134ee
Merge: 27e1728027 73348c0872
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Thu Jul 27 19:23:10 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 27e1728027
Merge: afe4c480a2 41d1359202
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Thu Jul 27 15:04:19 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit afe4c480a2
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:33:37 2023 +0100

    fix comment

commit 531fa104c8
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:32:00 2023 +0100

    rename method and add description

commit cc1a84b4d0
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 13:15:55 2023 +0100

    change method description

commit ff31d9ab87
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 12:52:54 2023 +0100

    check sdk token expiration on login
2023-08-04 14:44:09 -04:00
Danglewood
3af4be30c9 fix headTitle (#5253) 2023-07-25 18:03:45 +00:00
James Maslek
9a08fba829 Update the release notes and revert build 2023-07-21 14:15:49 -04:00
James Maslek
3a322b831d Change 3.1 to 3.2 2023-07-21 12:57:21 -04:00
James Maslek
8b007785a1 Adds a matlab like hold on to plot on same axis (#5173)
* definitely not juan walking me through everything

* trying to pretty it

* start doing same axis with hold

* actually do the sameaxis correctly

* Better docstring

* Fix mypy

* mypy3

* pylint fixes

* Add message about candle

* might work, might now

* Update stocks_controller.py

* Update plotly_helper.py

* Update plotly_helper.py

* Make fmp view legends nice

* Update helper_funcs.py

* Add custom legends for when hold on

* bigger font

* add colors to new axes

* add custom title, remove location

* Start guide.

* Update plot-holds.md

Add figures

* More words

* Update plot-holds.md

* Finish guide

* tests

* Sneak in test updates for release

* guess not sneak test

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-07-19 23:29:24 +00:00
Danglewood
81c4b985d0 adds note indicating V3.1.0 is required for loops and keywords (#5219) 2023-07-14 17:56:31 +00:00
James Maslek
84f215d4bd Remove economy/rtps and stocks/ta/rsp (#5181)
* remove economy/rtps

* remove ta/rsp

* Forgot the sdk

* remove  from stocks/ta choices

* remove terminal ta intro reference

* remove sdk economy intro reference

* remove from integration tests

* delete gpt index txt files

* more .md files to remove

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-07-07 14:06:43 -04:00
Danglewood
8df31f8de4 feature/usd-liquidity-index: Adds USD Liquidity Index to Economy menu (#5174)
* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2023-07-06 15:50:10 +00:00
Danglewood
0af2025b71 fix example (#5196) 2023-07-05 13:22:56 +00:00
James Maslek
12406a90c6 Update mdx 2023-06-21 10:10:43 -04:00
James Maslek
8e8bc2c4dd Release 3.1 2023-06-21 09:34:10 -04:00
Danglewood
42bf98d6a4 hotfix/options-chains-guide: Adds SDK intro guide for Options Chains (#5155)
* add SDK intro guide for options chains

* add screenshots to page
2023-06-20 12:52:52 +00:00
Danglewood
ae452852d7 adds debug mode instructions for terminal and sdk (#5145) 2023-06-15 21:48:49 +00:00
Igor Radovanovic
08433a76c8 Fix income and cash flow statements (#5137) 2023-06-14 12:57:43 +00:00
minhhoang1023
c34d703786 Large Language Model - Text to command (#4695)
* POC for text-to-command

* POC

* gimme -> askobb (#4740)

* Add file to generate index data

* Add generate index file

* Remove data file

* Modified data generator

* Update .gitignore

* linting

* run all cmds with root access. new!

* output msg

* modify model name

* weird logging issue

* refactor for new llama index version

* black

* in case model doesnt know

* black linting

* linting

* more ruff

* imports

* nicer messages

* removing function from economy

* poetry

* prompt refinement

* Update spec to bring in new files

* fix llama import

* help command

* missed trailing ]

* -q parameter

* remove experimental

* switching gpt model functionality

* update prompt

* tik tok on the clock

* fixed print statements

* user run commands

* add return

* fix

* fix

* removing a few depr functions

* Add filter for slashes in askobb query

* force -q command

* removing returns

* Add edge case for custom filter

* add back -q if its not in other args

* minor checks

* new prompt - a little better

* more cases for not finding answer

* return clause

* new txt with summaries

* update index ver

* new index

* Add a log_askobb

* revision on prompt

* black

* poetry lock

* req files

* Codespell

* ruff

* Linting some stuff.  Change OpenAI from local to HUB

* Update api-keys.md

* openai key

* remove this. bye bye mypy

* mypy

* mypy...

* mypy2

* fix test

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: martinb-bb <martin.bufi@openbb.finance>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 16:00:47 +00:00
Danglewood
1b5c05460b adds reference to the YAML files for Python 3.8 and 3.10 (#5073) 2023-05-30 18:36:20 +00:00
DidierRLopes
72a46fbfbf OpenBB Script Routines major improvement (#5005)
* Allow to set variables and do loops

* Fix mypy errors

* improve code

* mypy

* pylint

* accepts Openbb date keywords like 1MONTHAGO,LASTFRIDAY,3YEARSFROMNOW,NEXTTUESDAY

* warn fix

* add documentation for script foreach and vars creation

* refactor controller as per James request

* black linting

* add another warning

* Editing some routine enhancements (#5063)

* move routine to new file

* Move to relativedelta and add some tests

* Fix mocking

* Get match_and_return_openbb_keyword_date to 100% cov

* start testing parse script

* remove rogue prints

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* big improvement in routines tests

* mypy lint

* ruff lint

* lint

* typo

* test relative time

* cover edge case of home at end of script

* fix edge case for going to home at start

* explain better slicing

* foreach tests added

* lint

* allow foreach loops to have different var names that is iterating

* foreach more powerful

* warning when var in foreach is not used

* fail script when varname that iterates foreach loop is never defined

* black

* lint again

* ruff

* improve another edge case

* fix test and fix a description

* fix nft test and routine test

* why mutual fund test failing

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-30 17:33:59 +00:00
Danglewood
e202aeb557 Hotfix/docs-sdk-basics: Updates SDK basics page. (#5024)
* updates SDK basics guide - images to follow

* adds images

* spelling

* add sentence for token regeneration

* consolidates changing sources page with the basics page

* consolidate chart-stylying guide with basics

* api-keys pages

* adds Stocks Insiders intro to SDK docs

* typo

* add cloud installation

* syntax error

* no cloud installation instructions

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-23 20:20:29 +00:00
James Maslek
dd24a8543a 3.0.0 is not current 2023-05-15 19:44:03 -04:00
James Maslek
1cf8ef246d Release 3.0.0 2023-05-15 16:03:12 -04:00
andrewkenreich
a7c3d29358 Update gamma command in docs (#5021)
# Description

Simply edit to explain new feature

- [ ] Summary of the change / bug fix.
- [ ] Link # issue, if applicable.
- [ ] Screenshot of the feature or the bug before/after fix, if applicable.
- [ ] Relevant motivation and context.
- [ ] List any dependencies that are required for this change.

# How has this been tested?

* Please describe the tests that you ran to verify your changes.
* Provide instructions so we can reproduce.
* Please also list any relevant details for your test configuration.
- [ ] Make sure affected commands still run in terminal
- [ ] Ensure the SDK still works
- [ ] Check any related reports

# Checklist:

- [ ] I have adhered to the GitFlow naming convention and my branch name is in the format of `feature/feature-name` or `hotfix/hotfix-name`.
- [ ] Update [our documentation](https://openbb-finance.github.io/OpenBBTerminal/) following [these guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/website).  Update any user guides that are affected by the changes.
- [ ] Update our tests following [these guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/tests).
- [ ] Make sure you are following our [CONTRIBUTING guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/blob/main/CONTRIBUTING.md).
- [ ] If a feature was added make sure to add it to the corresponding [integration test script](https://github.com/OpenBB-finance/OpenBBTerminal/tree/develop/openbb_terminal/miscellaneous/integration_tests_scripts).

# Others
- [ ] I have performed a self-review of my own code.
- [ ] I have commented my code, particularly in hard-to-understand areas.

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-15 17:18:34 +00:00
Henrique Joaquim
addd4f7727 Feature/improve posthog logs (#4951)
* improving handling of logging handlers

* removing alias

* lint

* removing debug print

* adding alias back

* adding the commithash to the system so it gets logged

* doing posthog on hub_user login

* ruff

* tacking this on - docs update

* identify and alias together

* fixing conditions

* the juan way

* ruff

* don't send logs to S3 if posthog is an active handler

* branch name on the posthog logs

* removing duplicate import

* fixing tests

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-12 09:02:14 +00:00
teh_coderer
979930b9e8 feature / Refactor Interactive Charts to React (#4941)
* init

* fix tables

* add shortcuts

* handle svgs

* test

* test2

* test3

* Update loggers.py

* Update sdk_helpers.py

* Update loggers.py

* Update loggers.py

* updates

* updates

* update

* handle add text high/low for candlestick traces when updating

* adding save overlay to tables

* maybe fix

* prints

* asdf

* working

* working

* removing prints

* update

* fix no figure title text

* add trace labels space

* download finished popup for MacOS

* bump pywry

* update

* update table

* Update plotly_helper.py

* only format numbers over 10_000 on tables

* Delete generate_index.py

* turn off logs in generations

* update tables

* bump pywry, fix tables, added ichimoku ta indicator

* Update backend.py

* mypy

* update tables

* updates

* juan more

* tables

* test

* bump pywry

* bump pywry

* Update loggers.py

* test

* fixing some formatting

* add update button to indicators dashboard

* fix oecd dates to be full dates

* prepare charts/tables for pywry update

* Update poetry.lock

* Update finviz_view.py

* tests

* tests

* tests

* tests

* testss?

* tests

* Create test_call_func[call_sec-nasdaq_view.sec_filings-other_args37-called_with37].yaml

* testtss please

* Update loggers.py

* testss

* `with open(newline="\n")`

* tests

* tests -__-

* why

* Revert "`with open(newline="\n")`"

This reverts commit 554e0f53f4.

* Revert "why"

This reverts commit 89f1d9b823.

* Revert "tests -__-"

This reverts commit a9c694ae96.

* Revert "tests"

This reverts commit 5463249498.

* whelp

* .

* rename `streamlit.py` -> `streamlit_run.py`,  bump pywry/finviz/streamlit

* Update backend.py

* update

* Revert "update file"

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-11 17:38:12 +00:00
Danglewood
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>
2023-05-11 00:31:41 +00:00
DidierRLopes
678544914a move keyboard hotkey macros to website docs (#5002) 2023-05-10 23:39:51 +00:00
James Maslek
0765d0a166 Fix api key md 2023-05-10 14:56:06 -07:00
Thomas Marban
29a297c2dc First introduction of news_biztoc — A new partnership with BizToc.com (#4864)
* First introduction of news_biztoc — A new partnership with BizToc.com

* 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

* Add autocompletion and merge into one news function + add to sources dictionary

* Autocomplete for the tag

* fix test

* Make a new sdk help[er for openbb.news

* pylint

* lint

* lint2

* Regenerate sdk

* remove cmd from list

* api-keys

* Update api-keys.md

Add images

---------

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: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2023-05-10 18:12:55 +00:00
Theodore Aptekarev
55fe66dcdc Add linux docker launch command notes (#4999) 2023-05-10 17:53:27 +00:00
Danglewood
2da1f0d083 add libzlma workaround to Terminal FAQ (#4974) 2023-05-05 13:05:45 +00:00
Danglewood
0bcf3629a8 Updates Terminal Intro Guide for Economy Menu's Recent Changes. (#4967)
* Updates Terminal intro guide for Economy menu. Images to follow

* adds the screenshots

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-04 18:01:37 +00:00
Danglewood
72c4ce01f3 Updates SDK Intro Guide for Fundamental Analysis Module's Recent Changes (#4964)
* Updates SDK intro guide for fundamental analysis for recent changes

* previous commit was missing this

* fixes

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-04 17:32:27 +00:00
Disorder AA
30076a590b feat(docs): add math katex support (#4972) 2023-05-04 15:21:01 +00:00
Danglewood
c5bf54c73f Changes title from, Settings & API Keys, to, Setting API Keys (#4949) 2023-05-02 19:29:50 +00:00
Danglewood
6a4b7065e7 Hotfix/docs Updates Terminal Intro for Options, Creates Terminal Intro for Mutual Funds (#4917)
* updates Terminal Intro Guide for Equity Options

* adds the images.

* grammar

* makes changes

* adds Terminal Intro Guide for Mutual Funds

* adds screenshots to mutual funds intro

* html correction

* Translate Swedish description into English for Codespell

* remove unusual options table

* updates some links in Terminal FAQ
2023-05-01 20:51:22 +00:00
northern-64bit
5e92dbe636 Fix error in the SDK portfolio intro documentation (#4945) 2023-05-01 20:41:23 +00:00
Theodore Aptekarev
18204202ac Remove stocks/disc/cnews command (#4920)
* Remove stocks/disc/cnews command from terminal and sdk

* Remove disc/cnews tests and test data

* Remove cnews from default sources, translations and intros

* Remove old test data files that are not used anymore

* Add pydocstyle ignore statement to pyproject toml

* Fix print help in stocks/disc controller test
2023-04-27 16:24:13 +00:00
James Maslek
93bd0ea354 Merge branch 'develop' into release/3.0.0 2023-04-25 20:42:47 -04:00
James Maslek
83df5b296e dmg -> pkg 2023-04-25 20:41:52 -04:00
jose-donato
130942bde8 fix: no window thing (#4900) 2023-04-25 18:53:51 +00:00
James Maslek
bcb9129c8a showcase 2023-04-25 13:04:37 -04:00
James Maslek
af8beb43b3 fix mdx 2023-04-25 12:58:58 -04:00
James Maslek
94cd3c1d71 Merge branch 'develop' into feature/mock-release 2023-04-25 12:36:55 -04:00
Danglewood
4dce2fa756 Updates Terminal Basics Guide for 3.0. (#4835)
* Updates Terminal Basics Guide for 3.0. Images to follow.

* spelling

* Adds the images.

* missing ! from markdown image

* Grammar correction.

* small wording changes

* updates Terminal Forecast intro

* adds screenshots to Forecast intro

* spelling in Forecast intro

* Forecast intro - grammar in last sentence

* Adds section for Support, removes themes sections, updates page description

* Adds images for support section.

* Add list of tips for support ticket info

* update metaphor

* make path jumping a standout note

* round of revisions - image to follow

* Image example for selecting a new data source.

* change tables sentence to say preferences are updated directly on the table.

* fix double note

* fix typo

* Makes annotated font brighter and easier to read.

* swap data source change pic.md

* Updates Terminal Technical Analysis Intro

* Adds screenshots to TA Intro

* typos

* make intro spin up pywry window with usage basics (#4871)

* fix ruff - unused import

* This indent keeps changing

* words

* updates Terminal Customization Guide

* adds image for table index locking

* chart/table cheat sheets

* Add another cheat sheet header

* fix

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-25 16:28:12 +00:00
James Maslek
1444141390 codespell 2023-04-25 12:04:48 -04:00
James Maslek
cd25bfdbe5 Full release notes 2023-04-25 10:26:47 -04:00
James Maslek
723bf1d27f Update note 2023-04-25 10:17:01 -04:00
James Maslek
cbda92ac4c Merge branch 'develop' into feature/mock-release 2023-04-25 10:05:01 -04:00
Jerry Duluk
f21d25436b Improved SEO of OpenBB Docs (#4774)
* Small typo

* Updated SEO for OpenBB Bot Docs

* Updated SEO for all SDK docs pages

* Updated all SEO for OpenBB Terminal Docs pages. Plus grammar edits

* Updated spelling edits for SDK and Terminal

* fix: headtitle component

* Updated Page titles for SDK and Terminal FAQ pages

* Updated page titles for all SDK docs pages

* Updated page titles for all Terminal Docs Pages (not reference pages)

* Updated page titles for Bot (not reference pages)

* Add | OpenBB Docs title for SDK and Terminal (#4883)

* add Terminal | OpenBB Docs

* SDK | OpenBB Docs added

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Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
2023-04-25 13:58:58 +00:00
jose-donato
67ca8e0ab7 fix: yes (#4891) 2023-04-25 13:58:27 +00:00