Commit Graph

5513 Commits

Author SHA1 Message Date
James Maslek
b3c8a0acbb again 2023-06-21 11:29:42 -04:00
James Maslek
9d915f1aed change conda again 2023-06-21 11:17:46 -04:00
James Maslek
8885bece1a why is windows so bad 2023-06-21 10:58:19 -04:00
James Maslek
ba25b25436 update unit test on windows 2023-06-21 10:43:02 -04:00
James Maslek
590f487dbd update test 2023-06-21 10:33:40 -04:00
James Maslek
d7dfc186e3 Merge branch 'release/3.1.0' of https://github.com/OpenBB-finance/OpenBBTerminal into release/3.1.0 2023-06-21 10:10:56 -04:00
James Maslek
12406a90c6 Update mdx 2023-06-21 10:10:43 -04:00
James Maslek
444e8ca534 Merge branch 'main' into release/3.1.0 2023-06-21 09:35:08 -04:00
James Maslek
8e8bc2c4dd Release 3.1 2023-06-21 09:34:10 -04:00
teh_coderer
a8eb862423 hotfix/ no username on reset (#5161)
* fix no username on reset

* bump windows to 3.0.2.0

* 3.1.0.0

* Update terminal_helper.py

* Update widget_helpers.py

* Update poetry.lock

* fix dashboards/reports on installer

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-21 12:58:31 +00:00
montezdesousa
105557e898 Feature/routine tags (#5154)
* no guest if installer

* prevent guest if logout from account

* this not true

* rename reloop var

* ask for email again if no email

* add tags to routines upload

* Update constants.py

* Update terminal_controller.py

* Update terminal_controller.py

* black

* ruff

* black

* Update constants.py

* point at .co

* mypy

* sneak in askobb timeout

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-21 12:31:00 +00:00
Igor Radovanovic
2fffa59b8b Fix shrs table (#5163) 2023-06-21 12:10:38 +00:00
Danglewood
346e4bc89b hotfix/options-stats-index-rename: renames the index column to 'strike' when get_stats('strike') (#5160)
* renames the index column to 'strike' when get_stats('strike')

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-20 20:01:26 +00:00
teh_coderer
8a70c6205d Feature/ Pywry login (#5115)
* Update .gitignore

* init

* Update backend.py

* Update main.tsx

* Update no_import.py

* Update session_controller.py

* indents

* adjust window size

* update keys

* re-add save session for pywry login

* pop response keys on rename

* walrus remember

* use session username for profile

* implement logout clearing of cookies

* don't display welcome when logging in from `account` menu

* Update session_model.py

* Update session_model.py

* customdata handler for charts

* fix remember key

* only slice data if chandlestick trace in data

* Update profile_model.py

* Update streamlit_run.py

* Update plotly.html

* test

* Update loggers.py

* updates

* Update session_controller.py

* Update session_controller.py

* no longer need to call_hub for logout

* tests

* Update test_session_controller.py

* Update profile_model.py

* bump pywry, fix numbers passed as strings tables

* update plotly frontend packages

* formatting

* Update backend.py

* Update backend.py

* change to prod

* return on image export

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-20 17:47:38 +00:00
Danglewood
42bf98d6a4 hotfix/options-chains-guide: Adds SDK intro guide for Options Chains (#5155)
* add SDK intro guide for options chains

* add screenshots to page
2023-06-20 12:52:52 +00:00
James Maslek
228f0c4f69 Query askobb on api openbb co (#5153)
* Query askobb on api openbb co

* mypy
2023-06-19 22:48:53 +00:00
martinb-bb
bf33211219 Progressive improvements to askobb v0.3 (#5150)
* temperature

* remove home

* preface home

* Add askobb to all menus

* 0.3

* index

* temp +

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-19 17:31:46 +00:00
martinb-bb
c6418dce71 Progressive improvements to askobb (#5148)
* candle updates. more to come

* minor prompt revision

* minor mods

* better prompt

* more mods

* update to .23

* 0.23

* more updates

* ruff

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-19 14:38:34 +00:00
Danglewood
a7edda330d Feature/options - OpenBB Options Enhancement Proposal (Part 1 - SDK) (#5079)
* add model file for Montreal Options Exchange

* mypy fixes

* define attributes under __init__

* type error fix

* another pylint fix

* adds tests for tmx_model

* black

* mypy

* adds expirations test and re-records

* black

* capture error message in test

* mypy

* add __docformat__ line

* improves get_all_ticker_symbols

* removes python magic command for new cell

* adds TMX as source for SDK chains

* starts on a new method for loading options data returning a standardized object

* add load_options as SDK endpoint

* intrinio response - not complete

* adds tradier to load_options

* add source attribute to options object

* restore legacy nasdaq last price function

* yFinance underlying_price fixes

* yFinance model fix

* adds cboe to sdk options load

* table fix

* creates options_chains_model.py and updates SDK map

* docstrings added for the class.

* updates tmx_model tests

* fix options_controller test

* adds cboe_model tests

* spelling in docstring

* ruff - unused import

* mypy fixes

* more mypy fixes

* pylint

* attempt to manually resolve merge conflict.

* nasdaq_model fix

* adds test coverage for options/nasdaq_model

* docstrings update for nasdaq_model

* mypy fix

* adds unit testing for options_chains_model

* adds additional tests for intrinio_model

* unused import fix

* fix for .TO symbol and TMX EOD chains

* make CBOE Pydantic

* cboe update

* adds switch for pydantic output from all sources

* black

* index options error handling for Intrinio

* add warning message for index options from Intrinio

* tmx_model enhancements

* cleans up get_ticker_iv() in cboe_model

* fix ticker info for index symbols from cboe

* typo in comments

* adds test for tradier_model.load_options

* cboe optionType as lower case

* add function for calculating chains stats

* black

* trailmap for calculate_chains_stats

* adds test for calculate_stats()

* more details to nasdaq.underlying_price

* typo in docstrings

* mypy - options_chains_model.py

* black - options_chains_model.py

* pylint options_chains_model.py

* standardize response from intrinio underlying price

* add function to validate input of function

* missed type hint

* additional error handling for stats

* adds DTE as column for all sources

* adds strategies function and input validation

* add yFinance test for load_options()

* add Nasdaq test for load_options()

* tests for new functions in options_chains_model

* update sdk trailmap

* rewrite tests

* fixes for tests

* fix tmx_model test

* more pytest

* pytest..

* add vertical call spread function

* some cleanup

* update nasdaq tests

* more cleanup

* black

* pylint

* black

* ruff

* black

* pylint

* black

* pylint..

* tests rewrite

* more pytest

* recapture tests

* Different tests were collected between gw1 and gw0

* adds vertical spreads

* vertical_put_spread

* improve calculate_stats

* mypy

* edge cases

* black

* update tmx,yfinance tests

* new cboe tests

* new tmx_model tests

* fix nasdaq test

* test updates

* fix nasdaq tests

* add test_options_chains_model

* refactor data sources

* black

* pylint

* fixing stuff

* forgot a file..

* codespell

* linting

* mypy...

* refactor OptionsChains class

* pylint

* reconfigure SDK entry point

* fix error handling when data request fails

* ruff

* pylint

* pylint

* Add inheritance and a repr string

* add method for skew

* add method for skew

* fix nasdaq test

* add skew to tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-19 13:11:16 +00:00
James Maslek
27bf7207ee Small enhancements (#5146)
* Cosmetic changes + timeout bug

* cant spell

* Fix #5085

* Handle ca tickers + fix tests

* wrong type

* pylint
2023-06-16 14:46:11 +00:00
Bim Phomthong
de45a661c3 Added error handling to check correspondence of fiscal dates in balance sheet and income statement (#5147) 2023-06-16 13:26:23 +00:00
Danglewood
ae452852d7 adds debug mode instructions for terminal and sdk (#5145) 2023-06-15 21:48:49 +00:00
teh_coderer
e464b4ebbb fix theme fails if trace.marker.color isn't an array (#5144) 2023-06-15 13:12:06 +00:00
teh_coderer
4babd35ee6 fix chart overlay x column not set by default (#5142) 2023-06-14 21:44:29 +00:00
James Maslek
250a78200b Move askobb to cmd and change question to prompt (#5141)
* Move askobb to cmd and change question to prompt

* spellings

* try lower case iignore words?
2023-06-14 21:26:59 +00:00
Igor Radovanovic
2ab5f4ba85 Add column names (#5139) 2023-06-14 17:11:02 +00:00
Saharat Phomthong
a0ea69744b Wrong type ticker (#5138)
* fixed the type error in issue #5120

* fixed type error in issue #5120

* apply black formatter

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-14 13:12:50 +00:00
Igor Radovanovic
08433a76c8 Fix income and cash flow statements (#5137) 2023-06-14 12:57:43 +00:00
Danglewood
0f308fa4f9 rename bad column header (#5136) 2023-06-13 22:02:27 +00:00
James Maslek
37d44da598 Add index names so import works (#5134)
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-06-13 16:07:33 +00:00
jose-donato
c5d5b511ac Adds crypto fees revenue command (#4067)
* fix: initial commit

* fix: extra stuff

* fix: lint

* fix: ruff

* fix: linting

* fix: ruff

* fix: pylint

* fix: maybe fixed tests maybe not

* fix: pr issues

* fix: tests

* fix: updated test locally

* fix: generate sdk cmds

* fix: added source

* fix: tests maybe

* fix: lint

* fix: tests

* test

* test

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-06-13 13:50:17 +00:00
Igor Radovanovic
6ed43197db Fix wrapping (#5133)
* Fix wrapping

* Re-record unit tests
2023-06-13 12:37:39 +00:00
Igor Radovanovic
880ddfd06a Fix help and question (#5132)
* Fix help and question

* Delete comment
2023-06-13 12:36:36 +00:00
Igor Radovanovic
16f1af4574 Fix blank chart (#5128) 2023-06-13 05:57:19 +00:00
Saharat Phomthong
47e6912040 small typo fix in contributing guidlines (#5125) 2023-06-12 15:36:21 +00:00
teh_coderer
73e59804fc hotfix/ Include plotly.js in reports html + Improve Charts in Reports (#5126)
* include plotly.js in reports html, implement new plotly multi-legends feature

* use `ensure_backend` to `check_backend`, improve charts in reports

* requirements files

* fix files with `CRLF` line endings

* Update widget_helpers.py

* Update widget_helpers.py

* handle unsupported plotly multiple legends version error
2023-06-12 14:10:13 +00:00
teh_coderer
a9da2a8216 hotfix/ tables pd.to_numeric (#5124)
* fix tables `pd.to_numeric`

* Update helper_funcs.py
2023-06-10 14:22:56 +00:00
Sai-132
6784a9af84 Feature/news sentiment (#4339)
* News sentiment feature added

* News sentiment feature added

* Integration test script file added

* Updated code as per PR Instructions

* API key setting and testing code updated

* Unused imports and line-too-long code updated

* Resolved conflicts in config_terminal file

* removed empty line in terminal_controller file

* Resolved conflicts and updated code for Setting API keys

* Suggested changes have been updated

* Changes updated

* conflicts resolved with data_sources_default.json file

* Code Updated For without API key

* Code Updated

* New changes Updated

* Resolved conflicts and code updated

* Small edits

* missed a spelling error

* fix test

* Lint

* pylint rewrite

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 16:26:35 +00:00
minhhoang1023
c34d703786 Large Language Model - Text to command (#4695)
* POC for text-to-command

* POC

* gimme -> askobb (#4740)

* Add file to generate index data

* Add generate index file

* Remove data file

* Modified data generator

* Update .gitignore

* linting

* run all cmds with root access. new!

* output msg

* modify model name

* weird logging issue

* refactor for new llama index version

* black

* in case model doesnt know

* black linting

* linting

* more ruff

* imports

* nicer messages

* removing function from economy

* poetry

* prompt refinement

* Update spec to bring in new files

* fix llama import

* help command

* missed trailing ]

* -q parameter

* remove experimental

* switching gpt model functionality

* update prompt

* tik tok on the clock

* fixed print statements

* user run commands

* add return

* fix

* fix

* removing a few depr functions

* Add filter for slashes in askobb query

* force -q command

* removing returns

* Add edge case for custom filter

* add back -q if its not in other args

* minor checks

* new prompt - a little better

* more cases for not finding answer

* return clause

* new txt with summaries

* update index ver

* new index

* Add a log_askobb

* revision on prompt

* black

* poetry lock

* req files

* Codespell

* ruff

* Linting some stuff.  Change OpenAI from local to HUB

* Update api-keys.md

* openai key

* remove this. bye bye mypy

* mypy

* mypy...

* mypy2

* fix test

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: martinb-bb <martin.bufi@openbb.finance>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 16:00:47 +00:00
Danglewood
9ded286652 adds VIX9D and VIX3M to index list (#5119)
* adds VIX9D and VIX3M to index list

* update test
2023-06-09 14:03:24 +00:00
Jinto Jose
19d1a9a067 Vscode/Github Codespaces dev container (#4975)
* vscode/Github Codespaces dev container

* move badge to new line

* actually move badge to new line

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 13:44:58 +00:00
teh_coderer
2558bfec83 closes #5104 (#5122) 2023-06-09 00:00:46 +00:00
James Maslek
316e83dc00 Remove all key logger.info (#5112)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-06-07 08:36:39 +00:00
teh_coderer
f42b9e87ba feature/ Set profile on identify (#5102)
* set user profile on identify

* Update loggers.py
2023-06-06 19:11:45 +00:00
Danglewood
a311ce4686 hotfix/deprecate-options-screener: Sunsets deprecated Options screener (#5111)
* Sunsets deprecated Options screener

* mypy

* docstring fix

* one more docstrings fix

* missed i18n.yaml artifacts

* pylint

* fix test
2023-06-06 18:40:52 +00:00
teh_coderer
e040e9e6c4 fix wrong default for yaxisFixedRange (#5106) 2023-06-05 17:03:08 +00:00
Danglewood
b81aa22385 hotfix/fa-yfinance-plot - makes stocks/fa/income --plot output match everything else. (#5101)
* makes fa/plot output match everything else

* fix y-axis to be billions

* fix denominations

* black

* ruff
2023-06-05 14:37:18 +00:00
teh_coderer
f4a5064f32 Hotfix/ Tables + Charts Issues (#5100)
* fix: year to string

* don't slice data if line chart, display message if sliced

* Update plotly.html

* improve autoscaling when data sliced

* fixes #5078
2023-06-05 13:20:34 +00:00
Theodore Aptekarev
5f8657bbfa Avoid pandas' SettingWithCopyWarning (#5105) 2023-06-05 13:17:42 +00:00
Danglewood
f0e0217083 hotfix/fix-balance-headers: Fixes #5094 (#5099)
* fixes bad headers for ca/financial statements

* remove unnecessary lines
2023-06-02 13:06:28 +00:00