Commit Graph

373 Commits

Author SHA1 Message Date
Danglewood
8baf4d74b2 [Feature] Government Yield Curves + Chart (#6417)
* stashing

* ecb yield curve

* field_description

* federal reserve yield curve

* econdb yield curve

* countries literal for python 3.9

* list date

* fmp yield curve

* fred yield curve

* integration tests

* chart integration tests

* static assets

* black

* ruff

* pylint

* more pylint

* more pylint

* now black

* country not a standard param

* mypy

* merge branch develop

* add more countries

* econdb date filter

* mypy

* future linting

* make to_chart work

* plot_bgcolor should be 'rbga(255,255,255,0)'

* push deprecation

* push deprecation

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>
2024-05-21 17:02:19 +00:00
Theodore Aptekarev
63b8d60704 Update requests and idna to patched versions (#6448)
* Remove dev dependencies section from cli

* Remove anyio pin as it's brought in by others

* Bump idna to patched version

* Bump requests to latest
2024-05-21 16:39:15 +02:00
Theodore Aptekarev
6a10598f5b Remove PDF export capabilities (#6442)
* Bump black in devtools and pre-commit

* Remove pdf export functionality from cli and charting extensions

* print message only if the file was actually created

* Update css to use fonts from google

* Bump bundled plotly js version

* Bump dependencies

* Update static html of the charting extension to use the new plotly

* Update lock file hashes

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>
2024-05-21 14:52:14 +02:00
Theodore Aptekarev
c4de0a8f36 Remove xlsx export from CLI's interactive tables (#6439)
* Remove excel export from cli interactive tables code

* Remove vulnerable dependency

* Remove posthog from interactive table html template

* Incorporate additional styles to the index.css

* Update the deploy command

* Update the built static file and deploy script

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-21 14:51:00 +02:00
montezdesousa
1994b34866 [BugFix] Bump anyio & sync pre-commit, openbb-devtools and GitHub workflows (#6443)
* fix: update anyio & ruff

* fix: ruff updates

* remove TODO

* lock cli

* bump black

* fix: lock sec

* fix: sec test

* fix: replace toml with tomlkit in test
2024-05-21 10:46:03 +00:00
Danglewood
926524778b add bs4 to sec pyproject.toml (#6440) 2024-05-21 07:57:41 +00:00
Danglewood
bf20807424 [Feature] Compare Company Facts (SEC) (#6444)
* stashing

* more stashing

* add tests

* black

* test params

* mypy

* more mypy

* grammar police

* grammar police
2024-05-21 07:56:53 +00:00
Danglewood
bffd88f96c [Feature] Forward EBITDA (#6433)
* forward ebitda

* codespell

* sort intrinio output

* get

* list instead of dict

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-20 19:03:54 +00:00
Henrique Joaquim
e292237374 [Feature] Deprecate etf.holdings_performance endpoint (#6441)
* ignore the env created on the dev container (which lives inside the project folder)

* broken urls

* remove endpoint

* empty file

* deprecate

* ruff
2024-05-20 18:05:32 +00:00
Henrique Joaquim
6fd00e7876 remove space from literals (#6438)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-20 13:28:52 +00:00
montezdesousa
96ade73ba4 fix: only update credentials on login (#6437)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-20 13:23:19 +00:00
montezdesousa
be75bfed9c [Feature] Improve Exception handlers (#6430)
* feat: modify error handlers

* fix: clean python errors

* fix: return error kind

* fix: clean decorator

* fix: query validation error kind

* fix: no kind, API

* fix: no kind, python

* fix: rename error

* lint

* update docs

* comment

* typo

* rename handler

* rename base handler

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-20 08:16:21 +00:00
Danglewood
ef311a1fbf [Feature] Balance Of Payments For FRED (#6431)
* add balance of payments to FRED provider

* gotta commit the init file

* unused import

* mypy

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-20 08:02:50 +00:00
Danglewood
b7b5e40f16 [BugFix] FMP Screener - Convert sector param choices to lower_snake_case (#6432)
* sectors as lower_snake_case

* pylint disable unused-argument

* fix tests

* workaround for pytest

* benzinga alias

* sec form types with spaces

* fmp insider trading

* pylint disable unused argument
2024-05-18 09:42:05 +00:00
Danglewood
d903bf8006 fmp key metrics (#6428)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-17 12:50:47 +00:00
Danglewood
3df4e058c5 [BugFix] Do Intrinio News TO-DOs -> Remove workaround because they fixed it. (#6427)
* TO-DOs done

* recapture test cassettes

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-17 12:49:32 +00:00
Danglewood
e124457829 [BugFix] Clear Linting Items (#6423)
* fix some linting items

* pylint stuff

* black

* index_snapshots

* ruff

* forgot to add this file to commit

* black
2024-05-17 09:40:43 +00:00
montezdesousa
4c4f57fa78 [BugFix] - dev_install.py updates (#6424)
* fix: use tomlkit instead of toml & add --cli

* fix: remove cli option, poetry groups ignored by pip

* fix: redirect unittest patch

* adding --cli to the dev install

---------

Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>
2024-05-16 17:14:30 +00:00
Henrique Joaquim
cc8263a5ff [Release] 4.2.0 (#6420)
* add snowflake integration video (#6339)

* [HotFix] Fix broken URLs in docs page. (#6368)

* Fix broken URLs

* use full URL to other docs pages.

* remove nest_asyncio.apply()

* fix: sort tradingeconomics country choices

* fix lint

* fix: clean _callback function

* assign to empty dict

* feat: add licence to .toml files

* fix: readmes

* fix: add CLA url

* release: 4.20 % dependencies

* Skip deprecation test

* lint

* Sync with main (#6421)

* add snowflake integration video (#6339)

* [HotFix] Fix broken URLs in docs page. (#6368)

* Fix broken URLs

* use full URL to other docs pages.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* pylint disable possibly-used-before-assignment

* Update CLI toml

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2024-05-15 20:04:36 +02:00
montezdesousa
83990431f8 [BugFix] - Update GitHub workflows (#6418)
* Fix technical example

* Remove blocking wf command

* rename wf file

* rename wf file

* fix: gh pages wf

* gh pages

* pip install toml

* toml

* activate venv?

* activate venv?

* simpler?

* ^

* install toml in venv

* install the full project first

* Update poetry after venv

* setuptools & venvs

* install requests instead

* package-lock.json -> yarn.lock

* wf name

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-15 11:28:52 +00:00
Danglewood
74652ece6e missed unit_measurements (#6416) 2024-05-15 09:19:37 +00:00
Theodore Aptekarev
174d7e69d3 Improve web security (#6405)
* Bump aiohttp to a patched version

* Bump python-multipart to a patched version

* Bump urllib3 to the latest patched version

* Bump aiohttp-client-cache and aiosqlite to latest versions

* Bump plotly.js and third level deps in frontend components

* Bump fastapi to a patched version

* Update lock file after the python-jose removal
2024-05-14 17:30:15 +00:00
Igor Radovanovic
a116d9bbf2 [Feature] - OpenBB Platform CLI Unit tests (#6397)
* Unit test batch 1

* CLI controller

* Test batch 3

* Test batch 4

* Test batch 5

* clean some workflows and setup actions

* test

* rename wfs

* rename

* update action

* Skip

* fix cli tests

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-14 15:38:06 +00:00
montezdesousa
07693784fb [BugFix] - Replace python-jose by PyJWT (#6407)
* fix: replace python-jose by PyJWT

* add unit test

* add unit test

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2024-05-14 13:19:23 +00:00
Henrique Joaquim
88cdd75a6d [Feature] Custom Provider choices available on the reference.json (#6409)
* change package builder and argparse translator to account for custom chocies defined in providers

* default reference
2024-05-14 12:15:33 +00:00
Danglewood
0eee602098 [Feature] Add Forward PE Estimates (#6398)
* forward_pe

* ruff

* merge branch develop

* mypy

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-14 10:49:29 +00:00
Danglewood
17a7e7d263 [BugFix] Econ Calendar (#6392)
* fix econ calendar

* black

* more black

* pylint

* add 1 to n_urls

* set default dates in transform query

* missing decorator

* add None to literal

* literals

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14 10:34:48 +00:00
Danglewood
2ac1af3f26 [BugFix] Make paper_bgcolor transparent in PyWry backend (#6385)
* make paper_bgcolor transparent in PyWry backend

* black

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-14 10:11:59 +00:00
Danglewood
29dfc7b133 expose error message on request fail (#6406)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14 08:11:37 +00:00
Igor Radovanovic
10dddfd893 [BugFix] - Explicit error message when return type is not an OBBject (#6394)
* Send an explicit message when return type isn't an OBBject

* Update package_builder.py

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

* lint

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-13 18:34:55 +00:00
Henrique Joaquim
4ed5f054ca [Feature] CLI README (#6402)
* cli readme

* Update README.md

* suggestions @IgorWounds
2024-05-13 17:14:18 +00:00
montezdesousa
627f7f9a77 [BugFix] - Remove logos (#6404)
* fix: remove logos

* fix: remove from provider

* feat: add extra field

* rename
2024-05-13 17:13:34 +00:00
montezdesousa
1dd8bf39c9 fix: alias credentials with uppercase (#6400) 2024-05-13 11:01:19 +00:00
Theodore Aptekarev
ac3f10a4c0 Security updates (#6387)
* Bump aiohttp to a patched version

* Bump python-multipart to a patched version

* Bump urllib3 to the latest patched version

* Bump aiohttp-client-cache and aiosqlite to latest versions

* Bump plotly.js and third level deps in frontend components
2024-05-10 22:06:32 +00:00
montezdesousa
5b7428070a [Feature] - Create repo assets directory (#6384)
* feat: create scripts to generate repo assets

* move script

* publish.md

* deletes unmaintained .md files

* ruff

* pylint

* fix: website urls

* fix: website urls

* rename script

* renames

* create folder

* mypy

* PyDocstyle

* fix: descriptions & websites

* camelCase

* change json structure

* logo url

* reprName

* finra

* logos

* logo

* logo

* logo

* logo

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-10 19:16:09 +00:00
Henrique Joaquim
c29200aa17 fallback to to_df() method when results are a string (#6388) 2024-05-10 16:14:30 +00:00
Henrique Joaquim
83476ada46 [Feature] Update chart creation so it doesn't break the command execution (#6382)
* chart execution to not break the whole call

* pylint: disable=broad-exception-caught

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-05-09 22:55:54 +00:00
Danglewood
9bdc0f1407 fix fmp (#6383)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-09 19:57:06 +00:00
montezdesousa
0b9b12d198 [Feature] - Redefined standard fields & multiple_items_allowed property changes (#6377)
* feat: add field annotation and replace multiple items by dict

* comments & details

* fix: fix api & update docs website

* ^

* remove empty info

* descriptions

* descriptions

* fix reference.json

* remove debug code

* remove debug code

* docstring

* docstring

* fix: standard fields propagate to providers

* comment

* better

* better

* better

* better

* better

* mypy fixes

* mypy fixes

* reference

* cli fix: if the argument is required (aka standard) it means we don't want to touch it, unless choices need to be added

* cli fix: touch the help message (with the available providers) only if it's not on the signature (aka standard field)

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>
2024-05-09 17:50:24 +00:00
Danglewood
f191d163ba [BugFix] Update SEC pyproject.toml (#6379)
* update sec toml

* dash not underscore
2024-05-09 09:39:31 +00:00
Danglewood
4d6074de2d [BugFix] Fix Currency Search (#6380)
* fix currency search

* test artifact

* static files
2024-05-09 09:38:59 +00:00
Danglewood
1a49dfdd9e fix pandas warnings (#6375) 2024-05-08 11:31:12 +00:00
Danglewood
9c0ef12fa6 [BugFix] Ad 'x-' to json_schema_extra in Fields with unit_measurement (#6376)
* add 'x-' to json_schema_extra - unit_measurement

* mypy

* more mypy
2024-05-08 11:30:39 +00:00
Danglewood
99b0bb5287 [Feature] EconDB Main Indicators (#6365)
* add main indicators to economy.indicators

* static assets

* ruff

* Adapt and add unit test

* record test cassette

* polygon test cassette

* currency pairs

* recapture test

* mypy

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-07 20:03:13 +00:00
Igor Radovanovic
e12aac157e [BugFix] - Fix tests for release (#6372)
* Fix user service

* fix module import

* proper Chart(...) mock

* Fix SEC rss

* improve test on to_chart() method

* Fix form 13F example filing

* remove broken example

* Add lxml dep to SEC

* fix default

* fix: treasury_prices default date, last business day´

* fix: linting

* fix: rebuild

* ^

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-05-07 14:57:12 +00:00
Igor Radovanovic
5c0b36cddb [BugFix] - Fix lowercase symbols (#6342)
* Fix lowercase symbols

* fix decorator for to_upper

* add annotated results with underlying symbol info

* ?

* Improvements

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-07 12:22:44 +00:00
Danglewood
d3b9ce6d37 [BugFix] Set Chart Style Before Output (#6367)
* set chart style before output

* docstring

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-07 12:04:46 +00:00
Henrique Joaquim
63723f7b2c [BugFix] Remove Literal[None,...] (#6371)
* remove Literal[None,...]

* pylint: disable=unused-argument

* change  to Filesystem     1K-blocks      Used Available Use% Mounted on
tmpfs            3257224      3044   3254180   1% /run
/dev/nvme0n1p5 491732848 290872352 175808336  63% /
tmpfs           16286112     81500  16204612   1% /dev/shm
tmpfs               5120         8      5112   1% /run/lock
efivarfs             246        66       176  28% /sys/firmware/efi/efivars
tmpfs           16286112         0  16286112   0% /run/qemu
/dev/nvme0n1p1    262144     60008    202136  23% /boot/efi
tmpfs            3257220     15056   3242164   1% /run/user/1000 to avoid misleading linting attr errors
2024-05-07 10:57:03 +00:00
Danglewood
ec7ff94707 [BugFix] SEC ETF Holdings - Try Catch for RemoteDisconnect Error (#6359)
* try catch for RemoteDisconnect error

* await sleep

* remove not implemented helper

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-06 14:20:42 +00:00
Danglewood
c45997567c [BugFix] Intrinio EquityPriceHistorical - Return Error Message When Invalid Key (#6357)
* return error message when invalid request

* mypy
2024-05-01 21:15:26 +00:00