* Added flake8-simplify
* Update linting.yml
* update. left 1 for you colin
* Fix that one
* Missed
* Fix
* mypy
---------
Co-authored-by: james <jmaslek11@gmail.com>
* small bug
* small bug on routines list
* guest as default
* limit logout to users2
* simpler this way
* add logout
* move logout to account & add env var
* put authentication under env var
* fix tests
* remove login
* remove openbb vars on login
* ruff
* revert .toml
* Delete Icon
* Update .env
* fix sdk guest not loading keys
* ruff
* remove press enter & --login
* ruff
* move env load
* load env
* move dot env loading to terminal.py
* fix user sdk login mixing .env with user
* now it works
* fix reset
* fix tests
* ruff
* Login on the SDK using the OpenBB Personal Access Token (#4206)
* openbb key on keys menu
* adding sdk endpoints
* adding login via token to the sdk
* base url
* rename to personal access token
* added docstrings and examples
* openbb is special
* removing extra break line
* making keys working with the personal access token
* resolve conflicting tests
* Revert "resolve conflicting tests"
This reverts commit 2fca2c0ec3.
* using custom requests
* tests
* tests
* tests
* using process_session_response instead
* rewriting some tests
* Fix sdk guest not loading keys (#4207)
* fix sdk guest not loading keys
* ruff
* remove comment
* tests
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* test record mode vcr none
* remove yes from tests yml
* specify modules to reload
* try disable check api
* UPdate spec file
* Small stocks bug
* avoid reloading in test mode
* will this work?
* skip session tests
* try with env var as well
* mock sdk reload
* pylint
* bump poetry on python 3.8
* adapt to python 3.8
* adapt to python 3.8 remaining tests
* Tests : update cassettes
* Fix linting
* Makes login conditions simpler
* Tests : txt
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Get rid of required ticker and add -t argument to all of fa
* ta to work without ticker
* Allow bt to be accessed without ticker
* Bt not ticker dependent (last commit was qa)
* Update stock controller
* UPdate tests
* Review changes + update tests
* I missed some sheet_name ones :)
* Move quote to main menu and combine yahoo finance commands
* Update stocks for quote
* First update to move yfinance away from main functionality
* Small updates
* Update tests to reflect changes
* Fix some little things
* Update docs a little too
* Remove the Due Diligence menu
* Update tests for new change
* Update fa and stocks with new text and move some stuff around
* Bye bye dd
* Pls work
* work..
* work..
* work..
* Work..|
* Add tests back in
* Remove tests
* Fix fix fix
* Remove tests to fix conflicts
* Improve the `stocks/search` command (#4084)
* Improve search command
* Make it more intuitive
* Fix tests
* Update the docs
* Ok done
* Ok done 2
* Ok done 3
* Git update tests that failed
* Update commands with --sheet-name that didn't work (#4088)
* Update commands with --sheet-name that didn't work
* Fix test
* oops
* Adds auto completion to `news` (#4089)
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* quick fix to auto complete args
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/Windows-CLI (#4087)
* init
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* oops
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Adds end date to `forex/load` (#4077)
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* adding end date to the forex load
* added some tests
* added example
* always show msg
* rewriting test
* updating tests
* updating tests
* Redo load tests
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Update tests to reflect changes
* work..
* Remove tests
* Fix fix fix
* Remove tests
* Update the whole test folder
* Small updates
* Revert change
* Update eodhd to reflect it requires a paid plan and update tests
* Fix all the tests
* Update tests
* Update integration tests
* Removing tests so no whining happens
* ADD ALL THE TESTS
* Fix linting
* gitignore. thanks jer
* Add back dd and redirect to fa
* Update to just display a message
* Update OpenBB SDK commands
* Fixing issues with exporting
* Fix ruff messing up
* Fix tests
* Fix the tests by disabling isort to run on tests folder
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* add mstarpy to new terminal version
* add mstarpy to new terminal version
* add mstarpy with poetry
* mapping country openbb convention and mstarpy iso
* empty dataframe if no assets
* remove investing command
* plot with parameters
* change source
* mstarpy in pyproject
* chnage poetry
* change poetry
* mstarpy key
* reformat with black
* spelling instantiated
* correct instantiate
* delete fo to pass codespell test
* correction flake8 test
* correction test mypy
* correction pylint
* pass mypy test
* correction test pylint
* remove mutable default value
* delete equity, comment, add sweden menu
* delete not used EXPORT_ONLY_RAW_DATA_ALLOWED
* delete not used investpy and yfinance view
* mstarpy 0.0.2
* minor changes to user msgs
* added countries to autocompletion
* hinting
* small change on load
* adjustments and deprecating investpy
* minor adjustment to also load country on reset
* removing forecasting as self.data is not popullated
* adjustments on sector
* minor adjustments
* fix tests
* fix tests
* improved swe functions
* plot display Nav
* united_states as default country
* mstarpy version 0.0.4
* adjustments
* dependencies
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* black everything
---------
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* quick fix to auto complete args
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Remove undesired example files
* Update the documentation for routines
* Add in video
* Add some additional text
* Add in a routines example that can be activated with --example
* Remove default old examples
* Add portfolio example holdings file
* Add portfolio optimization example allocation file
* Add example files for the portfolio menus
* Remove code that unintentionaly prints the home menu on every routine
* Add home instead of /
* Remove requirement to add file if you have an example
* Ensure portfolio/po/params also talks about docs correctly
* Move all routine, portfolio and screener presets to the correct folder
* Remove presets since they are moved
* Remove presets since they are moved
* Same implementation as for file in po
* Adjust code so it works with new folder
* Adjust code so it works with new folder
* Adjust code a little since I changed folder
* Update screener documentation to include how to create a screener
* Remove old readme
* Update documentation to better reflect where to find the files
* Also update SDK notes
* Update exe with auto complete and more info
* Add images
* Update images and the last script
* Update text to make it more apparent that it has an example attached
* Add section for routine scripts on home menu
* Make call_about more robust and add record and stop
* Update the routine markdown with info about record/stop including video
* Update scripts
* Update portfolio report
* Update tests and report
* fix small load bug
* rewrite help test
* last fix was buggy
* example by default
* fix po integration test
* keep example on arg
* adapt integration test
* fix portfolio integration test
* fix more portfolio integration tests
* pa is not an option anymore
* portfolio report choices only holdings
* update integration test for portfolio report
* Small formatting improvements
* Remove sleep and fix inconsistent return
* Some spelling
* oops
* Fix tests
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* basic logging for the login
* removing unused import
* hacking the logs custom filter to not filter the email
* black
* cooping with the new changes
* removing redundant method
* bump
* Update ALL the exports with sheet name option
* Update contributing too
* Add in sheet name to each docstring
* Update tests
* Fix the small things for tests
* Converting CONTRIBUTING.md back since I put minimal changes in and it complains
* Fix terminal exit after `--sort p/e` (#4013)
* fix scr sort exit
* rewrite unit test output
* rewind slash replace
* rewind slash replace
* fix regex
* rewrite expected scr tests
* black
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix: small typo (#4036)
* fix income comparison error (#4029)
* Update tests due to yfinance error
* I broke tests and fixed them
* Fix tests?
* Missed a few sheet name additions
* missed one more
* Fix some missing sheet_name parameters
* Fix a test I broke
* Update tests due to changes with sheet_name
* Update stocks and common
* Mutual funds just because
* Portfolio update
* Update Forecast
* Update Futures
* Update ETF
* Update Economy
* Update Crypto
* Update others
* Update documentation to explain --sheet-name
* It should be None test
* Add None for sheet_name since empty string can result in errors
* Formatting
* Fix tests
* Update documentation
* Also update the image
* Add back to options commands
Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* 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>
* Get rid of funds menu....for now
* Website + sdk
* GEt rid of website/sdk files
* GEt rid of website/termina/funds files
* rerun generate py twice. committing all
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
