Commit Graph

219 Commits

Author SHA1 Message Date
montezdesousa
8e07b56752 [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring

* rebuiild

* rebuild again

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-02-26 21:13:21 +00:00
Danglewood
6f6dc0c158 increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-26 20:07:58 +00:00
montezdesousa
ea26bf0c4c [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model

* fix description

* Update cik_map.py
2024-02-26 20:07:20 +00:00
capital0
6a1ed9bd02 added australia as a country also (#6131) 2024-02-26 19:23:42 +00:00
Danglewood
71676ae9c3 [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close

* ..just the one

* update the model tripped by this change

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-02-26 17:21:36 +00:00
Henrique Joaquim
1d29ddcb86 remove unnecessary function (#6125) 2024-02-26 10:30:34 +00:00
Danglewood
1cbe34529e [BugFix] Allow Multiple Symbols in equity.fundamental.metrics() from yfinance (#6124)
* allow multiple symbols in key_metrics from yfinance

* field order thing
2024-02-26 09:56:33 +00:00
Danglewood
eea2fb55b2 [BugFix] Fix Company News (#6111)
* fix company news

* update tests

* multiple symbols for polygon

* don't include pageSize in Benzinga querystring, fixed as 100

* remove extra space

* black

* unused imports

* make benzinga test cassette smaller

* missing params

* clear empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-25 08:59:46 +00:00
Henrique Joaquim
d5cfb57dab remove charting extension env var (#6118) 2024-02-23 09:04:59 +00:00
Danglewood
2c6cfa1b6c add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-23 08:29:41 +00:00
Pratyush Shukla
274a027bf5 [Feature] - Add exception_handler decorator to static (#6112)
* add exception handler decorator

* add exception handler decorator code

* updated static

* rebuild to fix docstring indentation

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-02-22 19:06:57 +00:00
montezdesousa
6095c4314f [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-22 14:04:26 +00:00
montezdesousa
0ecb742955 [Bug fix] - Fix package mypy (#6110)
* fix: package mypy

* types

* black
2024-02-22 11:11:44 +00:00
Danglewood
11df8e1b05 [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve

* standard model update
2024-02-22 08:45:09 +00:00
James Maslek
3cc6025ab4 Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-02-21 17:09:57 +00:00
Danglewood
754e14ca71 [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:37:09 +00:00
montezdesousa
5f9d958260 [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:31:18 +00:00
Danglewood
fe3fa6af8e [Enhancement]: Add TMX data provider extension. (#5913)
* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-20 14:41:26 +00:00
Henrique Joaquim
7d84690316 [BugFix] Fix integration tests (#6100)
* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date
2024-02-20 14:03:43 +00:00
Igor Radovanovic
9fee65ab68 Add ETF examples (#6102)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-02-20 13:35:30 +00:00
Danglewood
339f979186 [BugFix] Fix treasury_rates() (#6092)
* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-19 16:19:51 +00:00
Igor Radovanovic
0b5260fc10 [BugFix] - Fix POST docstring examples (#6095)
* Fix POST docstring examples.

* Move router examples to command decorator
2024-02-19 16:12:19 +00:00
Danglewood
9f1891931c [Enhancement] Add analyst_search to the Equity/Estimates Router (#6088)
* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint
2024-02-18 17:24:28 +00:00
Danglewood
60a93c3266 [BugFix] Fix Equity Integration Tests (#6086)
* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines
2024-02-18 17:23:30 +00:00
Danglewood
ccf46aad92 [Feature] Add end point: etf.equity_exposure() with FMP provider (#6079)
* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 19:55:26 +00:00
James Maslek
3893338534 Add dates to /quantitative as needed. (#6078)
* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-15 17:07:06 +00:00
Henrique Joaquim
fa5dedf4a5 Release/4.1.4 (#6081)
* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 11:37:00 -05:00
Igor Radovanovic
4ba7e109bc Fix price_target column for Benzinga (#6083) 2024-02-15 16:25:29 +00:00
Igor Radovanovic
9903876093 [BugFix] - Fix most integration tests (#6082)
* Fix most integration tests

* Lint
2024-02-15 16:24:10 +00:00
Danglewood
07e98ab58b [Feature] Add Regional Data Endpoint from FRED (#6071)
* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-15 12:30:16 +00:00
montezdesousa
7deb4e69f6 [Feature] - Comma separated string and list inputs (#6062)
* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2024-02-15 12:19:18 +00:00
Igor Radovanovic
7ceec30234 Fix CAPM example (#6075) 2024-02-14 15:56:38 +00:00
Henrique Joaquim
2f01e954d1 Feature/charting obbject (#5938)
* fix circular import issues on the obbject extension framework

* settings available on the obbject

* extension init

* charting assets and code

* introduce to_chart functionality

* removes the to_chart method from obbject in detriment of the one from the obbject extension

* Update openbb_platform/obbject_extensions/charting/charting/__init__.py

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

* fix on the show method

* adding the example to the to_chart docstring

* copying the exsting README from charting extension - needs to be revamped

* moving to openbb_charting instead

* update the pyproject.toml file

* pydocstyle

* versions

* better docstrings

* making accessors public

* removing unnecessary credentials variable cc @montezdesousa

* removing access to extra/metadata and use designated private attrs instead

* Fixes linting for the logging service (#5992)

* lints

* typing.Type instead

* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it

* tests for the obbject charting extension

* removing charting service from command runner

* filter functions not implemented in the module

* remove charting service tests

* removing charting service on the tests for int tests

* charting integration tests

* removing charting service file

* removing old charting extension code

* revamp builder

* fix obbject tests

* fix command_runner tests

* removing openbb_figure_table

* better website docs

* reviewed readme

* unsetting api key for posthog (pywry) windows

* added debug_mode to the system settings

* removing api key

* update nightly script

* fix tests

* black

* black

* Revert "black"

This reverts commit 21d76ad689.

* Revert "black"

This reverts commit 0904653fd7.

* black for henrique

* returning a list instead

* better docstrings

* removing unnecessary indicators docstring

* typo

* black

* intentional access to protected member

* changes to publish script

* filtering deleted files

* black

* adding render argument

* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named

* adding the hability to add you own data to to_chart method

* tests

* black

* disable protected access

* accept kwargs to eg. save image

* adjustment cc Igor

* add if statement for protection

* remove unused return typing

* fix technical charting views

* better error message cc @IgorWounds

* better structure and fix test

* Revert "better structure and fix test"

This reverts commit 612ea6117c.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-14 15:19:27 +00:00
Igor Radovanovic
28cd6979b4 Fix QA Examples (#6072) 2024-02-14 14:33:22 +00:00
montezdesousa
6648f51ab5 [Feature] - remove unused validators from standard models (#6067)
* update standard models

* lint
2024-02-12 13:53:15 +00:00
Danglewood
d31eec2354 [BugFix] Fix World News (#6064)
* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-12 13:23:30 +00:00
Danglewood
ed0446e038 [Enhancement] Add function examples to Regulators Router (#6054)
* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

* sec router

* cftc router

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-12 13:17:14 +00:00
Danglewood
b867fc56de [Enhancement] Add function examples to router. (#6042)
* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-12 13:11:55 +00:00
montezdesousa
39888269b3 [Feature] - Replace symbols in company/news (#6061)
* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py
2024-02-12 10:46:13 +00:00
Danglewood
6881314b69 [Feature] FMP Current Holdings (#6043)
* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-09 20:14:11 +00:00
Danglewood
bc24709cba [HotFix] Index Router Docstrings & sp500_multiples() Cleanup (#6063)
* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint
2024-02-09 20:13:59 +00:00
montezdesousa
3fae9c20b2 [Bugfix] - Fix economic calendar country (#6059)
* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-09 15:04:35 +00:00
Danglewood
f08b0a6082 [BugFix] Fix OECD Long Term Interest Rate (#6060)
* fix long term interest rate

* pylint unused argument
2024-02-09 09:56:38 +00:00
Danglewood
930004c479 update economy router docstrings (#6058)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-08 19:48:35 +00:00
Igor Radovanovic
b286800c23 Improve the docstrings (#6057) 2024-02-08 19:01:38 +00:00
montezdesousa
6088c98ceb [Feature] - Standardise multiple symbols input (#6056)
* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests
2024-02-08 16:47:55 +00:00
Igor Radovanovic
3ca266d9b4 Remove the preference (#6055)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-02-08 12:04:49 +00:00
teh_coderer
7c68832379 improve discriminator logic, fix package return type docs (#6052)
* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-08 09:58:14 +00:00
Pratyush Shukla
8e445fead0 [Enhancement] - Improve crypto router docs and examples (#6048)
* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-07 22:32:12 +00:00
montezdesousa
aa1fab6f28 display warnings based on preference (#6051) 2024-02-07 19:18:21 +00:00