* support for nested structures
* unskip extension map test
* unskip fred tests
* stockgrid tests
* adding pytest-assyncio
* fix query executor test
* package builder tests
* test query test with the asyncio marker
* asyncio marker
* fix extension map test: tests run with all extensions installed
* adding missing tests on user service
* fix update default test
* skipping allows version for non required extensions
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Fix merge conflict artifacts in the docs
* Sync docs with develop
* Sync docs generation with develop
* Update labels-PR check
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Google Colab Install Notebook
Adds example notebook for Google Colab install.
* Update README.md
* Update README.md
Add badge -- won't work until merged into develop
* point to develop for nb
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* Improve widgets library structure
* add styling to widgets library images
* black linting
* update widgets library index generator
* update border of docs image
* shift grouping Minh suggestion
* no ruff in this file
* Update chart-from-raw-data.md
* lint
* add pro to index docs
* add workflows to docs
* dunno how to spell existent lol
* navbar logo to go to root docs
* push missing bg
* backend for terminal pro repo - Andrew suggestion
* update content slightly
* no widgets-library content should be pushed, this is generated at runtime
* add Rita's vidos + review everything
* Fix test coverage test failing
* Fix spot rates integration test
* Apply the standardization to intrinio balance, income and cash
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fred economic releases search
* add FRED functions for series and searching.
* codespell
* ruff
* data description.
* replace two functions with one fred_search
* rename standard model to fred_series
* remove consolidated fred model
* return series metadata as warning
* recapture test
* fill nan with None
* add symbols field to standard model data
* fix provider models
* re-record polygon fetcher test
* fix polygon query alias
* re-record polygon fetcher
* add symbol data field
* cleanup
* remove limit param from standard model
* remove limit from equity integration test
* re-recrod fmp and intrinio fetcher tests
* publish core and extensions
* rebuild and force commit package changes
* Remove tiingo, finra and wsj from extras
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* redefined CalendarDividend standard model
* fix nasdaq calendar dividend model
* removed Filings standard model
* add DiscoveryFilings standard model
* fix fmp calendar dividend and discovery filing models
* add cik description in standard model utils
* redefine CompanyFilings standard model
* fix fmp company filings model
* fix sec company filings model
* remove regulators/sec/filings command
* redefine InsiderTrading standard model
* fix fmp insider trading model
* redefine InstitutionalOwnership standard model
* fix fmp institutional ownership model
* redefine KeyMetrics standard model
* fix fmp key metrics model
* fix fmp market snapshots model
* add attributes standard model and commands
* redefine EquityInfo standard model
* remove SearchFinancialAttributes standard model file
* add new intrinio endpoints
* linting
* pass standard model description test
* fix tests? w/@montezdesousa
* pass fmp fetcher tests
* re-record sec company filings test
* pass intrinio fetcher tests
* re-record intrinio insider trading test
* index integration test
* regulators integration test
* equity integration test
* fix same owner name in intrinio instituional ownership
* re-record intrinio insider training
* crypto price historical integration test reduce end_date
