Commit Graph

3 Commits

Author SHA1 Message Date
Danglewood
c047cfeddd docs/new-working-docs: New working docs branch (#5768)
* move old example notebooks to v3 folder, update loadHistoricalPriceData and add findSymbols

* Create README.md

* Update README.md

* Update README.md

* Update README.md

* Vertical diagram instead

* important classes

* core dependencies

* folder structure

* devtools

* swap order

* fix github pages deploy issue

* development index

* delete expectations for developers

* devtools

* obbject stuff

* add

* installation

* hub sync

* idk if i committed already

* add usage page for financial statements

* add link to reference page

* syntax

* numbers

* nearly --> more than

* easier to read code blocks

* codespell

* removing mention to provider

* add 'orientation' for to_dict

* info card for output user preference

* put it in a code block

* correct user_settings.json example

* syntax corrections

* fix sentence

* get rid of floating point mathc

* get rid of other floating point math

* add companion example notebook for financial statements, and new section

* historical prices usage page

* codespell

* add commitment of traders section to usage

* add a note

* codespell

* get rid of equals sign

* Cleanup docs. with @the-praxs

* install

* obbject extend

* spell

* HeadTitle thingies

* Update obbject_extensions.md

* Update obbject_extensions.md

* typo

* Update architectural_considerations.md

* point to the TET pattern

* optional vs required

* reviewing the  patterns. removed the --pre flag under the assumption this will be the final docs for the release cc @deeleeramone

* add a walkthrough

* spelling

* Add more in the introduction

* validator examples

* update Copper-to-Gold notebook example for V4

* Update README.md

* QA Caveats w @the-praxs

* info on class outputs

* merge add data sources and add data points

* disclaimer on cookiecutter

* add missing import to example

* slight syntax change

* missing code block

* missing import

* update intrinio example syntax

* intrinio syntax update

* urls

* core and provider merged

* example syntax

* grammar

* Update API banner link

* quick-fix-docs cc @minhhoang1023

* Update pip install command for v3

* remove --pre note block

* update landing image

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-12-01 01:09:25 +00:00
Henrique Joaquim
4400cd9a8f Merge provider and core into core (#5774)
* small changes - moving provider inside the core

* uptade readme

* lint

* remove old provider readme

* leftovers

* refactor website examples

* ruff

* fix nox

* relock

* fix fails_to_deliver headers

* fix for tests that have renamed endpoints

* fix discovery

* removed test for renamed endpoint

* fix broken syntax - test_search_financial_attributes

* fix cash/income/balance

* fix derivatives tests

* fix etf tests

* fix news tests

* fix regulators

* black

* wrong test param

* sort equity gainers/losers by percent

* platform markdown generation import

* Hotfix/fix int tests core merge (#5779)

* removing tests on old endpoint

* removing visualization on old endpoint

* fixing equity tests

* fixing examples

* fix news tests

* fix index test

* example

* add comments

* example

---------

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

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-22 13:48:01 +00:00
Danglewood
7bcef37874 docs/working-docs: Working V4 Docs PR (#5747)
* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* update extensions

* some urls

* Update sdk-platform and v4-develop in urls (#5730)

* Update sdk-platform and v4-develop in urls

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd2.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa

* loosing urllib3 version specification on the provider and adding it to platform dev deps

* rmeoving urllib from top level deps; and removing --with dev flag

* changing to ^ instead

* Revert "changing to ^ instead"

This reverts commit 7300904e9f.

* unnecessary dep

---------

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

* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)

* add ecb balance of payments

* missing __init__.py files

* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)

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

* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)

* add government_us provider and treasury auctions endpoint

* black

* add param for cusip

* move logic for setting default start/end date

* Update hub<>platform credentials map (#5749)

* update hub<>platform credentials map

* typo

* Add API settings schema to system settings (#5743)

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Skip checking creds (#5737)

* skip checking creds

* fix bug

* ok mypy

* add comment

* rename required_credentials

* fix

* fix top_retail bug

* don't require creds in some nasdaq fetchers

* black

* this was not here before

* fix tests

* update fetcher test

* update contributing guidelines

* Fix Quote (#5752)

* Fix Quote

* fixed return type and model validation

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Wrap up renaming global news to world news on a model level (#5750)

* Wrap up renaming global news to world news on a model level

* cleanup

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* update extensions

* some urls

* Revert changes to v3 docs

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Ramazan <guvencramazan@yandex.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* POST request example

* update post example

* find symbols

* market calendars

* codespell

* codespell ftw

* improve main page light mode

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Ramazan <guvencramazan@yandex.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-11-20 20:14:00 +00:00