Commit Graph

3759 Commits

Author SHA1 Message Date
Colin Delahunty
9f7635faee New Integration Tests (#3377) 2022-11-25 22:18:52 -05:00
jose-donato
2e2e5e2fb6 fix about command (#3532)
* fix(docs): added margin between sections

* fix: about command

* fix: about command to match new docs

* sdk aout

* fix: fix homepage

* fix: features -> reference on generate; about on homepage

* fix: juan magic

* update on merge workflows

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2022-11-25 18:42:07 -06:00
montezdesousa
7480c5efe0 Fix portfolio optimization SDK bugs (#3582)
* Small improvement to text handling

* fix plot and engine

* change msg

* fix po engine

* fix rc

* fix error

* opt pytest

* bug fix

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-25 18:10:48 -05:00
teh_coderer
79046608b6 Docs Fix (#3543)
* Update generate_terminal_markdown.py

* updates

* update workflows

* Automated Change

* tests

* tests

* Automated Change

* Update test_generate_docs.py

* Automated Change

* updates

* Automated Change

* Update gen-docs.yml

* Update test.yml

* Automated Change

* Update test.yml

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* test

* Automated Change

* testtt23

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* Automated Change

* added empting reference folders before autogen docs

* updates

* Automated Change

* update tests gitactions

* Automated Change

* up

* Automated Change

* Automated Change

* update pytest

* Automated Change

* tests

* Automated Change

* examples update

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* Update test.yml

* Update generate_sdk_markdown.py

* strip

* Automated Change

* Workflow : check test update

* Automated Change

* Automated Change

* Automated Change

* Update test.yml

* Automated Change

* Update test.yml

* Automated Change

* Automated Change

* up

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* update workflows

* fix guides

* testing

* Update gh-pages.yml

* Update gh-pages.yml

Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Chavithra <Chavithra@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
2022-11-25 17:19:08 -05:00
jose-donato
55b1facd1f FIx anchor tags in documentation (#3583)
* feat: fixes on docs website

* fix: fix anchor tags
2022-11-25 17:14:26 -05:00
martinb-bb
e1bba247e2 Forecast docstring fixes and other things (#3564)
* init commit for doc string fixes

* quick fix

* Forecast Guide Draft 1

* grammar

* sentence edit

* missing word

* target column is a string, not a list. ooops

* clarification on default target column

* minor mods

* more fixes

* Fixed dashboard

* val instead of tickerseries

* Added fixes

* $ --> <>

* Fixed pylint

* one quick change

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-11-25 17:13:38 -05:00
montezdesousa
f7da5f9ce1 fix file not found (#3574) 2022-11-25 14:54:15 -05:00
Henrique Joaquim
7a9cf08acc Fix crypto candle (#3558)
* improve crypto.candle

* added raw and examples

* linting

* disable too many args

* format volume if in use

* consistency on dd.candle

* fixed tests as default arg changed

* fixed tests

* Revert "fixed tests"

This reverts commit fb7df62000.

* Revert "Revert "fixed tests""

This reverts commit 8b568d24e5.

* Revert "Revert "Revert "fixed tests"""

This reverts commit 04353b0d11.

* Revert "Revert "Revert "Revert "fixed tests""""

This reverts commit a181e0acdc.

* fixed tests

* wrong branch

* removing changes

* getting rid of mutable defaults, also changed vs_currency to to_symbol - tks @montezdesousa

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-11-25 14:52:45 -05:00
Colin Delahunty
24d3ae210f Small improvement to text handling (#3573)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-11-25 14:51:30 -05:00
jose-donato
f1e8482e63 Docs website fixes (#3580)
* feat: fixes on docs website

* fix: added installers to docs, 404 and header

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-25 14:50:41 -05:00
montezdesousa
598044ac6a Fix [Bug] SDK - openbb.stocks.dps.vol_exch_chart - Error: 'Date' (#3561)
* remove volexch

* remove volexch from sdk
2022-11-25 14:50:10 -05:00
Jeroen Bouma
6316d36be1 Many improvements to the documentation (#3562)
* Many improvements

* Forgot these

* Set menus correctly

* Delete unrelated code

* Add in chart styling

* Add in simple guide to chart styling

* More updates

* last changes

* Update changing-sources.md

* Update file to redirect to proper folder and formatting

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Jeroen Bouma <jeroenbouma@jeroens-mbp.home>
2022-11-25 18:10:28 +00:00
Henrique Joaquim
0a41d6787e Enforce logging to use str (#3579)
* updating dependencies

* enforce the last method to keep args and kwargs as  str only

* Removed a modified file from pull request

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-25 10:30:25 -05:00
Henrique Joaquim
d3d6bbe6f9 renamed the package to OpenBB and added git check (#3572) 2022-11-25 12:51:09 +00:00
jose-donato
dc9ae37f6a feat: fixes on docs website (#3563)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-25 10:44:06 +00:00
Colin Delahunty
af0eb7b2b9 Forecast and Economy PR (#3500)
* Added fix

* Progressed on forecast, did economy

* Fix python 3.10 code

* Fix economy

* Update choices generation

* Fix economy

* Fix choices generation

* Economy fixes

* Added improvements

* Continued work on improving forecast

* Added fixes

* Continuing

* Got some fixes in

* Added fixes

* Added fixes

* Added fixes

* Added fixes

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-25 06:44:18 +01:00
montezdesousa
b2f0e07349 Fix [Bug] SDK - openbb.crpyto.ov.stables - Error: 'rank' (works in Terminal though) (#3557)
* fix stables

* add examples

* small fix

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2022-11-24 18:44:59 +00:00
martinb-bb
7c57fb71c5 Fixing Forecast SDK with data from other menus (#3554)
* minor check incase using sdk

* fixes combine

* datetime formating

* Update forecast.md

* fix testing
2022-11-24 11:59:10 -05:00
montezdesousa
222cceb1f3 Fix SDK - openbb.ta.ma_chart - Command fails if index column is not labeled: "date". (#3556)
* fix date error

* add examples
2022-11-24 12:55:51 +00:00
Danglewood
a4d62fe1ad Fixes some things, and adds an additional example (#3547)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-11-24 12:50:15 +01:00
montezdesousa
a91b8728a1 SDK import no extras warning (#3550)
* warn users if no extras

* add path to config

* warning first time only

* this btter
2022-11-24 10:48:14 +00:00
Danglewood
244eaa3d1e edits for pip install openbbterminal[extras] --> pip install openbb[extras] (#3548)
* edits for `pip install openbbterminal[extras]` --> pip install openbb[extras]

* another one

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-11-24 10:06:32 +01:00
Jeroen Bouma
95431ecb85 Many improvements to the documentation (#3542)
* Many improvements to the documentation

* Remove redundant guides

* details

* Add guide backin

* linting

* Update FAQs

* Match it up with SDK

* add po to sdk

* Add PO in

* adding discovery

* adding BA and FA to sdk

* Add in Troubleshooting page

* quick fix on forecast

* onemore quickie

* fix sdk

* updates to troubleshooting

* Add in ticker to codespel so it doesn't whine

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>
2022-11-24 08:27:04 +01:00
Henrique Joaquim
39f63850ab Improve version check (#3544) 2022-11-23 16:51:17 -05:00
montezdesousa
246fdacc90 Add divs chart to sdk (#3529)
* add divs chart to sdk

* add examples

* fix tests

* fix tests

* fix test

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-23 14:53:46 -05:00
Danglewood
e0a08aaf04 Adds missing commands to QA; moves it out of Stocks; to be like TA (#3540)
* Adds missing commands

* Moved out of Stocks to be like TA
2022-11-23 12:33:55 -05:00
montezdesousa
636f3a9209 Fix /stocks/options/hedge bug (#3541)
* fix option hedge plot bug

* add cost curncy

* block hotpenny
2022-11-23 12:00:51 -05:00
Chavithra
263840494b Docker : update publishing (#3545)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker : update doc
2022-11-23 10:38:50 -05:00
Henrique Joaquim
e7992f36d6 Filtering duplicate logs (#3445)
* filtering duplicate logs

* removes the logging on the pyth model

* checks if the log file is bigger than 2mb

* check for a trail stack to know if should log or not

* using method_stack only on the OperationLogger

* getting rid of deque

* linting

* removed unusded import

* removed redundant method

* ype annotation
2022-11-23 09:36:34 -05:00
montezdesousa
99e9489a80 Get data by default on pt_chart (#3528)
* add default data to pt_chart

* add examples

* fix test

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-23 14:16:02 +00:00
James Maslek
649dd1d64b Fix linter issue (#3538)
* Fix linter issue

* Didnt import optimization menu

* Fix some things for deployment

* openbbterminal -> openbb

* openbb
2022-11-22 20:40:44 -05:00
James Maslek
bb6c245575 change back patch (#3536) 2022-11-22 19:34:52 -05:00
James Simmons
94e9e295e2 release 2.0.0rc1 (#3531)
* version change to 2.0.0rc1

* Update terminal_helper

* scipy to ^1.9.3

* signing files for intel

* Docker release for 2.0.0rc1

* scipy sign binary

* signing scipy removal

* Update build/pypi

* Checkout terminal_helper.py

* Make pypi build files executable

* changed the version checking

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-11-22 19:34:10 -05:00
andrewkenreich
a0c5b4946a add changes to docs (#3533)
* add changes

* fix

* change 2

* fix: new folder structure

* fix: jeroen stuff

* fix: grammer

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-22 17:42:44 -05:00
montezdesousa
bfc4c021e7 Fix incorrect date typing in signatures (#3524)
* Report fixes

* replace wrong typing

* mypy

* mypy again

Co-authored-by: james <jmaslek11@gmail.com>
2022-11-22 17:15:40 -05:00
montezdesousa
fb42272c81 Add clenow and demark to SDK (#3525)
* add demark

* add clenow

* add model examples

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-22 16:50:59 -05:00
James Maslek
30cd45eb92 shrug (#3535) 2022-11-22 16:15:04 -05:00
jose-donato
e1962252ad Docs fixes (#3530)
* fix(docs): added margin between sections

* fix: images

* readd old content for examples/images

* fix: codespell

* fix: codespell

* fix: ga

* fix: remove temp lorem ipsum

* fix: docu config for edit page

Co-authored-by: teh_coderer <me@tehcoderer.com>
2022-11-22 14:56:17 -05:00
Theodore Aptekarev
15d1870194 Reorganize project extras for a pip installable package (#3432)
* Re-solve the dependencies for optimization extras

* Remove unused reportlab helpers

* Update install from source and troubleshooting docs

* Fix typos found by cspell

* Prevent po menu from launching when optimization toolkit not installed

* Add optimization dependencies to default requirements.txt for the CI

* Add optimization toolkit installation to the CI

* Fix markdown linting

* Update CI test dependency installation for matrix tests

* Fix markdown linting

* Update source installation docs

* Clean up ToC in the main readme

* Update the SDK documentation

* Fix markdown linting after making readme sections linkable

* Fix more markdown linting

* Fix more markdown linting

* Update secrets detection with exclusion rules

* Bump detect-secrets configuration

* Tune secret detector

* Fix more markdown linting

* Add optimization toolkit install to installer GH actions

* Add optimization toolkit install to docker build

* Fix typos

* Add "all" extras setting to install torch and riskfolio

* Move forecasting dependencies to pyproject.toml

* Update CI build configs

* Update documentation to feature the "all" extra

* Lint markdown

* Update docs to specify requirement of having a C compiler

* Added log Id to codesigning steps in inteel Macos workflow

* Changed disk for the m1 macos build

* Changed disk for the m1 macos build

* Changed disk for the intel macos build

* taking out sigtool removal line

* Remove dev version number from pyproject.toml

* removing sigtool from all build steps

* changes to m1 build and commenting test_report_economy

* more m1 build changes

* testing exit on conda setup

* some more

* changing shell to bash to setup conda

* bash on lines

* bash on all lines

* small bash removals

* intel fix and test_crypto int test

* upgrading setupminiconda version

* adding back in intel conda init and reset

* intel removal of init

* taking bash back out from m1

* removing old codesign lines

* adding codesign specific binaries

* ssl fix for all terminal

* removing if installer

* various ssl fixes across commands

* fixing ssl mistake

* integration test changes

* Linting + remove comment

* Update poetry.lock

* Update requirements

* Update the docs to mention that PO is not working on arm arch

* Update deps to pin setuptools

* Disable reports on pyinstaller packaged version

* Update reports

* small grammar change for forecast report message

* Pin grpcio following introduced regression in 1.51.0

* Update docs to reflect changes in how optimization is installed

Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 12:33:59 -05:00
jose-donato
2e7eb4c9b6 New documentation website (#3526)
* fix(docs): added margin between sections

* feat: removed unused files; updated ga

* fix: juan stuff doesnt work

* fix: random fix

* moon at noon

* fix: update docusaurus config

* Update controller_doc_classes.py

* fix: temp fix

* fix: temp fix

* Update controller_doc_classes.py

* fix: remove old content

* fix: taggfix

* init

* fix: styling and moved file

* Update generate_terminal_markdown.py

* fix: removed unused images

* fix: port new files

* Update generate_sdk_markdown.py

* Update controller_doc_classes.py

Co-authored-by: teh_coderer <me@tehcoderer.com>
2022-11-22 16:47:03 +00:00
montezdesousa
714e7f2d5a Fix crypto/dd/eb in SDK (#3523) 2022-11-22 09:55:09 -05:00
Colin Delahunty
5c14e280a0 Bug fixes (#3423)
* Got basic testing file done

* Continued progress on new integrated tests

* Allow for dynamic parameters, update docs

* Massive improvements

* Improved CSV file

* Renamed file per James2

* Added fixes

* Added fixes

* Combined the docs

* Renamed file

* Fixed typing issue and simplified code

* Captures output for tests

* Fixes 3418

* Fixed financial statement exports

* Fixed sean seah

* Handle no ticker

* Added fixes

* Removed unwanted changes

* Removed unwanted changes

* Removed unwanted changes

* Fixed tests

* Fixed tests
2022-11-22 08:17:47 -05:00
Henrique Joaquim
d565f7d0a7 suppress logs for dashboards (#3522)
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 12:33:25 +00:00
jose-donato
eb0c305107 Sdk markdown generation (#3407)
* fix(docs): added margin between sections

* Fixes

* Update stocks_helper.py

* update git-actions set-output to new format

* Update stocks_helper.py

* Update terminal_helper.py

* removed LineAnnotateDrawer from qa_view

* lint

* few changes

* updates

* sdk auto gen modules done

* Update stocks_helper.py

* updates to changed imports, and remove first sdk_modules

* Update generate_sdk.py

* Update generate_sdk.py

* pylint

* revert stocks_helper

* Update generate_sdk.py

* Update sdk.py

* Update generate_sdk.py

* full auto generation, added sdk.py/controllers creation

* missed enable forecasting

* added running black in subprocess after sdk files generation completes

* removed deleted sdk_arg_logger

* comment out tests

* property doc fix

* clean up

* Update generate_sdk.py

* make trailmap classes useable for doc generation

* Update generate_sdk.py

* added lineon to trailmap class for linking to func in markdown

* changed lineon to dict

* added full_path to trailmap for linking in docs

* updated portfolio

* feat: initial files

* feat: added meta head

* feat: added funcdef

* added func_def to trailmap attributes for markdown in docs, added missing type hints to covid functions

* feat: added view and merged with jaun

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* init

* fix returns

* fix: random stuff

* fix: random

* fixed encoding issue on windows

* fix: generate tabs

* Added changes

* Added fixes

* Updated dependencies

* Added Jose fixes, pls work

* FIxed small issue

* Automated Change

* Added forecast, will prolly also need to pip install

* Added fix

* Automated Change

* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* Automated Change

* removed Juan sdk

* update

* updates

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* fix: some more stuff

* fix: bump ga to 3.10

* fix: examples

* fix: removed functions from root and moved ga

* fix: run pages only when main is merged

* fix: new poetry.lock

* Update dependencies

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: colin99d <colin99d@users.noreply.github.com>
Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-22 12:17:35 +01:00
James Maslek
60f8c0f312 Report fixes (#3509) 2022-11-22 10:03:26 +00:00
teh_coderer
6c9c6a68ec Terminal Docs Auto Generation (#3438)
* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update .gitignore

* Making it more 3.9 friendly

* Update controller_doc_classes.py

* Update generate_sdk_markdown.py

* Update controller_doc_classes.py

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 00:21:18 +01:00
James Maslek
cfe41ef7a9 More sdk enhancements (#3480)
* Combine CA peers to smiliar command

* crypto/disc/top into one sdk function

* Exchanges into sdk function

* delete wrong platforms trail

* #3478 sdk crypto load

* Options hist 1 sdk function

* SDK functions

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-11-21 21:58:32 +00:00
montezdesousa
659c214520 Add keys examples in docstrings (#3497)
* add keys examples

* add stocksera

* add more examples

* Update keys_view.py

* Update keys_view.py

* Update keys_model.py

* Update trail_map.csv
2022-11-21 19:43:07 +00:00
Colin Delahunty
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
montezdesousa
18d1ce0df5 Add missing qa functions capm, beta, cusum, acf, qqplot, hist, line (#3499) 2022-11-21 10:49:18 -05:00