Commit Graph

6114 Commits

Author SHA1 Message Date
montezdesousa
b60d90875f Docs/update xl docs (#6145)
* remove print

* update obb.get docs

* example

* md lint
2024-02-28 22:09:11 +00:00
Danglewood
830acd99a4 [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings

* linting

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-28 18:50:33 +00:00
Danglewood
37209c88ea add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-28 18:49:16 +00:00
Pratyush Shukla
59e2099a1f [BugFix] Disable Intrinio InstitutionalOwnership model (#6142)
* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static
2024-02-28 14:57:51 +00:00
Ben Van Doren
c464f88bbb [BugFix] Display EconDB as source for macro (#6143) 2024-02-28 12:57:49 +00:00
Danglewood
d46e96053f fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2024-02-28 08:51:40 +00:00
montezdesousa
2332725834 update functions.json (#6140) 2024-02-27 19:10:06 +00:00
James Maslek
3d34e56ca7 Fix the v3 markdown generation workflow (#6138)
* fix workflow

* debug time

* see if the docs generate at least

* ahhhh i found it

* getting there

* put the test first

* some keys cleanup

* small change to error message
2024-02-27 18:46:50 +00:00
montezdesousa
ccdb246cda [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs

* fix: uncomment

* fix: remove unecessary comment

* sort side bar

* comment

* uncomment

* use .dev functions.json + clean traverse

* fix futures example

* fix example

* point to .co
2024-02-27 18:21:16 +00:00
Danglewood
2ae66518d1 [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move

* remove commented out line

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-27 15:34:24 +00:00
Pratyush Shukla
577a42461d [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`

* fix data types in models

* removed `openapi.json`

* set default date value as None in PolygonCurrencyPairs class

* add function to generate reference.json file

* reworked function to improve readability

* reword function to add seo metadata

* add functions for creating markdown sections

* add code to extract data card markdown title

* add additional functions for generating index and data models file

* extract first sentence of the description for cards

* code cleanup and documentation

* linting

* linting polygon models

* add openbb import statement in create_reference_markdown_examples function

* add POST method functions

* cleanup; reworked generate_reference_index_files function

* moved development section to 7th position in the sidebar

* fix POST function params default value

add standard flag to QueryParams and Data fields

cleanup

* add type expansion from package_builder.MethodDefinition

* sort data models cards alphabetically

make printing less verbose

* make MAX_CARDS global

display less content in cards in Commannds section

* cleanup

* Remove '_' from the cards under Commands section

* " to ' in econometrics/causality

* replace ' with " in ReferenceCard for reference dir index files

* remove extra . from the quantile function description

* shoutout to @deeleeramone for finding POST method description bug!

* set correct value for standard field

* handle BaseModel types in provider data fields

* unit tests for the platform markdown generator v2

* yeet 'Default' and 'Optional' columns in the 'Data' section

* last minute bug fix

* add info for multiple symbols

* make multiple items info same as platform static

* organize sections properly

* sort reference sub-directories alphabetically

* extra space in 'OBBject extra' description

* add type expansion for fields with multiple items

POST method cleanup

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-27 11:20:28 +00:00
Danglewood
225c945fab tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-02-27 09:53:10 +00:00
Pratyush Shukla
49967fee47 [Feature] Pretty Pydantic ValidationError exceptions (#6130)
* fix validator in fmp IndexHistorical model

* make ValidationError pretty

* modify arg error

* linting fmp IndexHistorical

* black

* remove unused code
2024-02-27 08:44:31 +00:00
montezdesousa
8e07b56752 [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring

* rebuiild

* rebuild again

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-02-26 21:13:21 +00:00
James Maslek
ab74848e80 clean up some v3 deps (#6105)
* clean up some v3 deps

* forgot we need to do the requirements txt files

* not sure it matters, but run ruff + black

* am addicted to bug fixes

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-02-26 20:09:18 +00:00
Danglewood
6f6dc0c158 increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-26 20:07:58 +00:00
montezdesousa
ea26bf0c4c [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model

* fix description

* Update cik_map.py
2024-02-26 20:07:20 +00:00
capital0
6a1ed9bd02 added australia as a country also (#6131) 2024-02-26 19:23:42 +00:00
Danglewood
71676ae9c3 [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close

* ..just the one

* update the model tripped by this change

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-02-26 17:21:36 +00:00
Michael Struwig
da79144493 [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.

* WIP: Experimenting with react-player

* WIP: Add copilot docs.

* fixes videos width/height

* WIP: Refine videos and copy.

* WIP: Add last videos and sections.

* Add bring-your-own-copilot section.

* Tweak grammar.

* Add copilot link.

* Fix typos.

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2024-02-26 13:03:02 +00:00
Henrique Joaquim
1d29ddcb86 remove unnecessary function (#6125) 2024-02-26 10:30:34 +00:00
Danglewood
1cbe34529e [BugFix] Allow Multiple Symbols in equity.fundamental.metrics() from yfinance (#6124)
* allow multiple symbols in key_metrics from yfinance

* field order thing
2024-02-26 09:56:33 +00:00
Danglewood
eea2fb55b2 [BugFix] Fix Company News (#6111)
* fix company news

* update tests

* multiple symbols for polygon

* don't include pageSize in Benzinga querystring, fixed as 100

* remove extra space

* black

* unused imports

* make benzinga test cassette smaller

* missing params

* clear empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-25 08:59:46 +00:00
Henrique Joaquim
d5cfb57dab remove charting extension env var (#6118) 2024-02-23 09:04:59 +00:00
Danglewood
2c6cfa1b6c add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-23 08:29:41 +00:00
Danglewood
6c105df82f update extensions list (#6114) 2024-02-23 08:04:04 +00:00
Pratyush Shukla
274a027bf5 [Feature] - Add exception_handler decorator to static (#6112)
* add exception handler decorator

* add exception handler decorator code

* updated static

* rebuild to fix docstring indentation

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-02-22 19:06:57 +00:00
montezdesousa
6095c4314f [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-22 14:04:26 +00:00
montezdesousa
0ecb742955 [Bug fix] - Fix package mypy (#6110)
* fix: package mypy

* types

* black
2024-02-22 11:11:44 +00:00
Luqman
50185180f0 Update unit-test workflow to check for changes to openbb_platform (#6109) 2024-02-22 11:10:50 +00:00
Danglewood
11df8e1b05 [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve

* standard model update
2024-02-22 08:45:09 +00:00
James Maslek
3cc6025ab4 Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-02-21 17:09:57 +00:00
Danglewood
754e14ca71 [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:37:09 +00:00
montezdesousa
5f9d958260 [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-21 12:31:18 +00:00
Danglewood
ad2dae277d [Docs] Remove Reference to to_chart in OBBject. (#6096)
* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties
2024-02-21 09:05:38 +00:00
montezdesousa
f8a5f5fb37 [Feature] - OBB.GET (#6097)
* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente
2024-02-20 23:48:27 +00:00
Danglewood
fe3fa6af8e [Enhancement]: Add TMX data provider extension. (#5913)
* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-20 14:41:26 +00:00
Henrique Joaquim
7d84690316 [BugFix] Fix integration tests (#6100)
* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date
2024-02-20 14:03:43 +00:00
Igor Radovanovic
9fee65ab68 Add ETF examples (#6102)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-02-20 13:35:30 +00:00
James Maslek
b84a0910ac clean up the remains from my yeeting (#6089)
* clean up the remains from my yeeting

* was not careful
2024-02-20 13:24:21 +00:00
Danglewood
339f979186 [BugFix] Fix treasury_rates() (#6092)
* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-19 16:19:51 +00:00
Igor Radovanovic
0b5260fc10 [BugFix] - Fix POST docstring examples (#6095)
* Fix POST docstring examples.

* Move router examples to command decorator
2024-02-19 16:12:19 +00:00
Danglewood
9f1891931c [Enhancement] Add analyst_search to the Equity/Estimates Router (#6088)
* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint
2024-02-18 17:24:28 +00:00
Danglewood
60a93c3266 [BugFix] Fix Equity Integration Tests (#6086)
* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines
2024-02-18 17:23:30 +00:00
Danglewood
ccf46aad92 [Feature] Add end point: etf.equity_exposure() with FMP provider (#6079)
* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 19:55:26 +00:00
James Maslek
3893338534 Add dates to /quantitative as needed. (#6078)
* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-15 17:07:06 +00:00
Henrique Joaquim
fa5dedf4a5 Release/4.1.4 (#6081)
* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-02-15 11:37:00 -05:00
Igor Radovanovic
4ba7e109bc Fix price_target column for Benzinga (#6083) 2024-02-15 16:25:29 +00:00
Igor Radovanovic
9903876093 [BugFix] - Fix most integration tests (#6082)
* Fix most integration tests

* Lint
2024-02-15 16:24:10 +00:00
Danglewood
07e98ab58b [Feature] Add Regional Data Endpoint from FRED (#6071)
* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-02-15 12:30:16 +00:00