Commit Graph

5175 Commits

Author SHA1 Message Date
montezdesousa
b4a7ed0ab4 Allow special characters in autocompletion and improve sources controller (#4698)
* allow empty spaces between sources commands

* allow special characters in autocomplete

* update parse input

* repeated character

* improve sources controller

* pylint?

* help was not working on set

* display file only if exists and has dat

* lowercase

* skip ultima test

* update default sources instead of replacing

* change var names

* revert, need to think better about this

* Update test_ultima_newsmonitor_model.py

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 16:48:43 +00:00
Igor Radovanovic
ec083d26a9 Add a note on GC and Kaggle (#4705)
* Add a note on GC and Kaggle

* fix broken url

* moving the note to be near the installation material

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 14:08:51 +00:00
montezdesousa
42b8a33c04 Remove routines after logout (#4702)
* save routines inside hub sub folder

* fstrings instead

* remove unecessary guest argument from logout func

* remove routines on logout and clean remove functions

* update session and local tests

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 12:03:39 +00:00
Adi Sai
bea1086952 Hotfix ultima news improvements (#4703)
* WIP - command name refactor + eliminate need for an API key to make < 25 requests per day

* check for no Ultima API Key properly

* test_print_help fixes

* reflect changes from #4697

* re-run test_ultima_newsmonitor_view with --rewrite-expected

* re-run tests without breaking news
2023-04-08 05:28:08 +00:00
teh_coderer
3c86851140 Hotfix/ Pywry Linux Docs (#4712)
* idk

* g

* Update no_import.py

* idk

* update docs

* test

* fixed
2023-04-07 19:35:04 +00:00
teh_coderer
6abf1f5678 Hotfix/ TA multi handle no params + with params (#4706)
* fix ta multi when giving params to 1 and not others

* tests

* idk

* fix reset axes

* Update main.js

* idk2

* Update helper_funcs.py
2023-04-07 13:55:30 +00:00
Igor Radovanovic
1d65fba098 Feature/economy unit tests (#4676)
* Start

* QA controller tests

* Unit tests batch 1

* ruff

* More tests

* Economy unit tests

* Tests: economy

* table fixes (#4666)

* fix: table fixes

* fix: tablaroni

* fix: pagination protection

* fix: dm much more

* fix: colors

* fix: colors

* fix: colors

* fix Timestamp on stocks `get_quote`

* fix `call_tob`  having `quote` as prog/docstring

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>

* bug as default flair if no login (#4681)

* init (#4683)

* Feature: Ultima Insights NewsMonitor Integration (#4685)

* fix typing issue that prevents running

* news monitor integration for news

* UX improvements with news monitor integration

* italicize riskExtDesc

* minor cosmetic changes

* minor cosmetic changes

* minor cosmetic changes

* Update ultima_newsmonitor_view.py

* minor fixes to launch properly

* setting Ultima API key

* Ultima NewsMonitor integration into terminal done

* integration of the commands is done

* add Ultima to SDK trailmap, but SDK generation failed on M1 Mac

* add tests

* add unit tests

* Linting and sdk

* display message if not supported by Ultima News Monitor

* Update api-keys.md

* fix stock controller problem + remove source filtering from Ultima

* remove source filtering from Ultima

* add report issue message

* add some error handling in the view to ensure unsupported companies don't get fetched

* remove powered by Ultima Insights from console output

* ran black formatter to fix linting issues

* fix ruff issues

* fix pylint issues

* lint fix

* fixed linting issue and changed keys in the Feedparser model

* get all tests to pass

* proper testing with --record-mode=rewrite

* re-run tests for updated VCRs

* redid black formatting

* re-run test_print_help in stocks controller

* make breaking news output consistent and re-run tests

* remove unused import time

* reran tests with --rewrite-expected

---------

Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Terminal/hub QA (#4678)

* move update flair

* sort repr

* remove packaged sys model var

* update decorator for check api key

* ruff

* change if stat

* ruff

* no need for new var

* pylint

* Refactor sources menu (#4668)

* add data sources defaults to model

* fix f string

* refactor sources controller

* write sources to file

* write to user file

* add user data sources file inside OpenBBUserData

* append to user file, don't rewrite

* fix when sources folder does not exist

* codespell

* change func name

* change path to str

* ruff

* Add method to upload entire user field

* change clear func args

* update get_ordered_list_sources function

* move flatten

* move flatten

* change extend func name

* remove comment

* clean sources utils funcs

* mypy

* Update utils.py

* spacing

* docs

---------

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

* Move tradier from hub to local (#4700)

* Move tradier from hub to local

* Flake error

* Disable error

* Update stocks_helper.py

* Update stocks_helper.py

---------

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

* Unit tests batch

* Unit tests batch

* ruff

* Unit tests batch

* Tests : Economy ; moving csv file

* Apply black

* Apply ruff

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-07 13:25:51 +00:00
Henrique Joaquim
18409cf1aa Hotfix/keys menu improvements (#4699)
* avoid keys to alwyas check status

* ruff

* improve text on show flag

* removing force flag

* use bool

* improve help functionality

* fix tests

* trying to fool pylit

* using exception handling

* printing the result for a single key

* Don't check status if --help

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-04-07 09:43:41 +00:00
DidierRLopes
2754be2620 Improve overall docusaurus (#4675)
* Improve overall docusaurus

* update pypi on installation

* fix merge conflicts

* fix spelling

* change CRLF to LF

* improve docs installation for bot

* more changes

* few more

* fix

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-07 01:50:45 +00:00
teh_coderer
5b4ad7c7a9 hotfix/ Fixes #4690 #4688 #4687 #4686 #4696 (#4701)
* init

* Update options_sdk_helper.py

* Update stocks_helper.py

* Update ta_class.py

* Update ta_class.py

* tests

* tests LF
2023-04-06 20:53:09 +00:00
Igor Radovanovic
fe49131a32 Move tradier from hub to local (#4700)
* Move tradier from hub to local

* Flake error

* Disable error

* Update stocks_helper.py

* Update stocks_helper.py

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-04-06 16:14:00 +00:00
montezdesousa
b9ea4d5cd0 Refactor sources menu (#4668)
* add data sources defaults to model

* fix f string

* refactor sources controller

* write sources to file

* write to user file

* add user data sources file inside OpenBBUserData

* append to user file, don't rewrite

* fix when sources folder does not exist

* codespell

* change func name

* change path to str

* ruff

* Add method to upload entire user field

* change clear func args

* update get_ordered_list_sources function

* move flatten

* move flatten

* change extend func name

* remove comment

* clean sources utils funcs

* mypy

* Update utils.py

* spacing

* docs

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-05 12:13:34 +00:00
montezdesousa
e7b209507e Terminal/hub QA (#4678)
* move update flair

* sort repr

* remove packaged sys model var

* update decorator for check api key

* ruff

* change if stat

* ruff

* no need for new var

* pylint
2023-04-05 11:54:44 +00:00
Adi Sai
4fe6cf44a3 Feature: Ultima Insights NewsMonitor Integration (#4685)
* fix typing issue that prevents running

* news monitor integration for news

* UX improvements with news monitor integration

* italicize riskExtDesc

* minor cosmetic changes

* minor cosmetic changes

* minor cosmetic changes

* Update ultima_newsmonitor_view.py

* minor fixes to launch properly

* setting Ultima API key

* Ultima NewsMonitor integration into terminal done

* integration of the commands is done

* add Ultima to SDK trailmap, but SDK generation failed on M1 Mac

* add tests

* add unit tests

* Linting and sdk

* display message if not supported by Ultima News Monitor

* Update api-keys.md

* fix stock controller problem + remove source filtering from Ultima

* remove source filtering from Ultima

* add report issue message

* add some error handling in the view to ensure unsupported companies don't get fetched

* remove powered by Ultima Insights from console output

* ran black formatter to fix linting issues

* fix ruff issues

* fix pylint issues

* lint fix

* fixed linting issue and changed keys in the Feedparser model

* get all tests to pass

* proper testing with --record-mode=rewrite

* re-run tests for updated VCRs

* redid black formatting

* re-run test_print_help in stocks controller

* make breaking news output consistent and re-run tests

* remove unused import time

* reran tests with --rewrite-expected

---------

Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-05 05:33:48 +00:00
teh_coderer
10e2b38711 init (#4683) 2023-04-04 17:34:21 +00:00
montezdesousa
f02fe35848 bug as default flair if no login (#4681) 2023-04-04 16:01:38 +00:00
jose-donato
52cf2f4d5f table fixes (#4666)
* fix: table fixes

* fix: tablaroni

* fix: pagination protection

* fix: dm much more

* fix: colors

* fix: colors

* fix: colors

* fix Timestamp on stocks `get_quote`

* fix `call_tob`  having `quote` as prog/docstring

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-04-04 13:29:33 +00:00
andrewkenreich
c87226e9b6 hotfix/fixing some links (#4628)
* fixing some links

* adding pypi to installation

* fixing order
2023-04-04 06:11:16 +00:00
DidierRLopes
245a74086a Use OpenAI API to improve bot-discord docs (#4657)
* Use OpenAI API to improve bot-discord docs

* almost done.....

* last edits

* final fixes with updated index

* spacing

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2023-04-04 06:10:40 +00:00
teh_coderer
0447b96501 hotfix/ stocks/options/chains - Single Window/to_display columns (#4670)
* init

* Update options_controller.py

* Update options_controller.py
2023-04-04 01:07:58 +00:00
Tiago Ferreira
7f9a31278d chore: add workflow to verify EOF (#4661)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-04 01:01:09 +00:00
Colin Delahunty
5a8d6e823f Removes exchange option from stocks/load (#4673)
* Added fixes

* Added fixes
2023-04-04 00:05:15 +00:00
Igor Radovanovic
07aa45a0b6 Hotfix/etf ca (#4672)
* Add holdings to ca

* Fix major holdings load
2023-04-03 21:38:55 +00:00
Henrique Joaquim
f3b74da11a Change returning dict to Dict (from typing) (#4667)
* change returning dict to Dict

* ruff
2023-04-03 17:00:54 +00:00
Igor Radovanovic
65e3c8573c Fixed income unit tests (#4568)
* fixed income unit tests

* api key fix

* fix mock api key

* Update poetry.lock

* Poetry

* Pytest : fix name collisions

* dependency update

* Re-record unit test

* Update unit tests

---------

Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-04-03 16:42:23 +00:00
teh_coderer
43dbc12e17 Feature/Interactive Plot CSV Bar (#4664)
* init

* cleanup

* Update popups.js

* Update popups.js

* Update plotly.html

* add hoverlabel to `ba/redditsent` #4618
2023-04-03 16:25:08 +00:00
Henrique Joaquim
13a91af400 Remove references to environment variables (#4633)
* removing references to test_mode as env variable

* removing references to os.getenv

* adding functions to change system properties

* removing references to env

* introducing set_system_variable and removing change_logging_suppress function

* removing change_test_mode and change_debug_mode

* removing change_log_collect

* adjusting config_terminal and generate_sdk

* generating the sdk

* removing unused imoports

* introducing DISABLE_STREAMLIT_WARNING

* removing load_env_vars

* test_print_help test

* sync tests

* rewrite tests

* setting the auth to True as default

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-04-03 16:22:41 +00:00
montezdesousa
405c7d6be0 enable auth by default (#4665) 2023-04-03 14:32:18 +00:00
teh_coderer
f4b55148ba hotfix/ Avoid starting plots_backend twice on boot (#4658)
* avoid starting plots_backend twice on boot, declutter `call_intro`

* Update config_terminal.py

* pylint

* @hjoaquim suggestions

* Update sdk.py

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-03 13:51:30 +00:00
montezdesousa
f5230b26c0 Hub | sync, pull, sources and other updates (#4640)
* remove sync and pull

* ruff

* remove runtime fetch configs

* add comment

* reset when logged

* update translation yml file

* sdk regen

* print bold red messages if logout process fails

* fix sources not being applied

* handle bad json

* update hub links

* save terminal crash when sources file is broken

* add user defaults to gitignore

* actually no needed, will just be more specific about richstyle coming from hub

* black

* rewrite stdout

* fix session_model tests

* fix sdk session tests

* move paths

* remove duplicate line

* fix user being reset in test_logout_user test

* remove unecessary recording

* change colors msg

* remove repeated code
2023-04-03 13:49:53 +00:00
Colin Delahunty
f4c48dc8d4 Improves economy/fred command (#4634)
* Fixed

* Started the switch

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-03 12:07:36 +00:00
Henrique Joaquim
af8cfac18f filter system credentials from logs (#4663) 2023-04-03 11:14:27 +00:00
jose-donato
165abe2480 Adds foundation for dark mode from user (#4623)
* fix: adds foundation for dark mode from user

* start theme sync with hub

* send chart_tables to backend

* last fix

* fix: pushed table html

* fix: footer size wasnt correct

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-03 10:58:40 +00:00
James Maslek
f9e6b20b60 Add --sheet-name to load on econometrics and forecast (#4525)
* Add sheet-name to econometrics load

* Also do forecasting load

* Handle error when sheet not found
2023-04-03 10:38:02 +00:00
montezdesousa
291344b9c0 Autogenerate credentials model from json (#4624)
* autogenerate credentials model

* revert to to_dict

* black

* mypy

* ruff

* ignore mypy

* degiro secret to replace me

* add safeguard for people not flashing keys

* ruff

* split local and hub keys

* warn if writing to .env

* warn if sending to hub

* update user on what's going on...

* update fixture

* rewrite expected

* rewrite cassettes

* rewrite controller cassettes

* too much changes, let's revert here

* rever env handler

* rewrite std output

* patch usermodel and rewrite cassettes

* delete unecessary cassettes and std out records

* remove controller cassettes

* ruff

* add exception for inconclusive api tests opening controller

* fix twitter key and env handler prints

* fix twitter test

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-03 09:12:01 +00:00
Elyanah Aco
e78ec270ba Filter icebofa file by title (#4609)
* Add icebofa csv filtering by title

* Fix description display, rewrite code to avoid raising index error

* Reformat with black

* Replace if-else with ternary operator

* Fix issue when multiple indices are selected

---------

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-02 23:42:33 +00:00
montezdesousa
12a41ca63a Fix stocks/news command (#4653)
* fix news dataframe

* fix feedparser

* rewrite expected
2023-04-02 23:26:46 +00:00
Colin Delahunty
271fd495f1 Started the switch (#4652) 2023-04-02 23:16:00 +00:00
Igor Radovanovic
9a8bc77633 Re-record unit tests (#4656) 2023-04-01 18:19:30 +00:00
Igor Radovanovic
a0c0a999a2 Hotfix/disc upcoming (#4643)
* Fix start_date

* Fix start_date

* Fix linting

* Fix limit parameter, view and tests

* Remove page_num, adjust view
2023-04-01 17:01:02 +00:00
Henrique Joaquim
f87154beb8 Handling log supression (#4625)
* simplifying the way we deal with the SystemModel by removing the need for system.json file

* removing the responsability of supression from the controllers

* supressing logs on reports

* fix etf report

* supressing logs on dashboards

* black

* typo

* ruff

* pylint

* refacotr def extract_parameters

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-31 08:40:14 +00:00
Igor Radovanovic
08f72e7e10 Re-record unit test (#4642) 2023-03-30 20:23:38 +00:00
Igor Radovanovic
2b4cb0b02e Fix Stocks Load (#4579)
* fix load

* Standardise yfinance, fix EODHD

* ruff

* YF automatic date adjustments

* Add TODO comment

* Fix date message

* Fix AV date message

* merge conflicts

* Update stocks_helper.py

* tests recorder

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-03-30 19:26:34 +00:00
Luqman
1f6ecc34be Fix nightly build (#4632)
* Fix nightly build

* Code cleanup
2023-03-30 18:27:18 +00:00
teh_coderer
4861b4f261 init (#4636) 2023-03-30 14:51:08 +00:00
Luqman
7e8fcb1ea5 Feature/upgrade poetry (#4637)
* poetry bump

* testing

* fix int test
2023-03-30 14:32:41 +00:00
teh_coderer
7ce8a9e20c Hotfix/ta srlines (#4630)
* init

* Update style.css

* oops was stashed

* Update popups.js

* bump plotly.js version

* fix disappearing modebar

* updates

* Update plotly.html

* bump pywry

* Update ta_class.py

* Update main.js

* bump, pdf support

* Update plotly_helper.py

* tests
2023-03-30 12:58:00 +00:00
montezdesousa
e57747cb95 Add mutual funds to sdk (#4610)
* add mutual funds to sdk

* add docstring returns

* mypy

* remove avanza

* add historical chart

* split funcs

* revert po controller

* revert forecast sdk controller

* revert forecsat

* revert changes to forecast

* redo po

* remove .md files

* pylint

* why these md gone?

* pagesize to limit

* missed this one

* country default US

* default on load not on search

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-29 19:28:09 +00:00
Colin Delahunty
226f57a622 Removed the [red] and [green] from the chart (#4627)
* Fixed

* Also fix wiki printing [blue]

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-29 17:56:21 +00:00
Theodore Aptekarev
417769c4cc Improve installation experience and documentation (#4508)
* hi didier

* Add files

* Include build deps and third-party binaries in conda env files

* Add the changelogs from GH

* Api keys + cleaning up spelling + found some old refs

* spelling

* Merge branch 'feature/documentation3p0' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/documentation3p0

* updates to faq sections

* spelling

* fixing FA so it runs

* adding guides - need pics

* Add gcc and maturin to build dependencies

* telegram/discord docs markdown format conversion

* Remove gcc from conda env files

* Update install from source guide for terminal

* fix: added new reference styles

* adding examples to discord - remove play button

* updating bot docs

* Update SDK installation docs

* Bump datetime package in lock file because current version was yanked

* Update requirements txts

* Remove rust tools from main conda env

* Pin poetry to 1.4.0 because of a regression in 1.4.1

* Bump version of lightgbm to 3.3.5

* Address formatting and minor content comments

* Advise all users to clean up conda artifacts with scripts

* Add placeholder for pywry related docs

* Update requirements.txt

* Downgrade statsforecast to prevent pulling jupyter-dash

* Add catboost to conda dependencies for windows install to work

* Add charset-normalizer to conda deps because of a buggy windows build

* Add xgboost to conda deps because of a buggy windows build

* working!!

* 3.8 and 3.9 xgboost

* spelling

* Point sdk install from source to terminal source install

* image showing on docs

Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>

* feat: added imageurl for examples

* updates Stocks SDK intro

* bot pics update

* Bump python version on macOS CI builds

* updating rest of bot docs

* Move charset-normalizer to the pip section of environment yamls

* Update mac CI workflows to use the correct cache

* Move poetry to pip section of the conda yamls

* Fix typo in file path

* Fix direct_url.json files not being deleted on the CI

* Fool reviewpad

* Actually fool reviewpad

* adding code for generating index and bot updates

* linting

* add commands for GTK on linux

* Update deps after conflicts and CRLF line endings made it into develop

* test bump down for matplotlib

* codesign more dylibs

* intel workflow

* Add signing stuff that failed to intel

* M1 file now

* Remove duplicate lines from codesigning section of build instructions

* Downgrade matplotlib to 3.7.0 to mitigate windows error

* Downgrade python to 3.9 in attempt to fix scipy not packaging correctly

* Downgrade python 3.9 to resolve conflicts found by conda

* Remove duplicate xgboost references

* Downgrade scikit-learn to avoid DistanceMetric32 not being found

* Remove site-packages from bundle following python 3.10 -> 3.9

* Downgrade scikit-learn to avoid DistanceMetric32 not being found

* Fix english in source installation

* Revert advised python to 3.9

* Update SDK installation docs

* Fix typo

* Update lock file hash

* Consolidate all installation instructions in the terminal section

* Add --no-cache-dir to pip calls

* Fool reviewpad

* Remove reference of the conda cleanup from the pypi install

* Fetch the environment yaml directly from the repo without downloading it

* Add rosetta, cpp build tools and libomp as top level requirements

* Update installation links in repo readme

* adds brew install libomp to FAQ section

* fix typo from my updatet

* Capitalization of Section Headers

* puts PyPi toolkit install in quotes, necessary for a non-bash shell.

* grammar fixes

* update docker windows instructions

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
2023-03-29 17:53:35 +00:00