Commit Graph

68 Commits

Author SHA1 Message Date
Theodore Aptekarev
8b95d19b43 OpenBB Platform v4 (#5225)
* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2ad.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

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

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
2023-11-13 15:03:31 +00:00
teh_coderer
e07a5a3826 hotfix/ Options Historical + Crypto candles (#5064)
* fix options/crypto candles

* fix streamlit indicators

* Update Indicators.py
2023-05-24 20:46:40 +00:00
teh_coderer
3e0309816c Hotfix/ Candle Lines, Tables/Charts Save (MacOS) (#5019)
* init

* fix tables save

* Update .gitignore

* Update utils.ts

* add volume to csv, fix `-` filename

* fixes #5020

* tests

* License year

* tests v1

* tests?

* Revert "tests?"

This reverts commit f837a6e0df.

* fix posthog

* Update test_get_debt.yaml

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-15 15:57:20 +00:00
James Maslek
5258a3d613 Feature/help didier (#4758)
* ensure consistency across terminal and improve intro

* Rewrite tests

* Adding a gitignore for .sh files in root

* Fix tests

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-12 20:06:54 +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
montezdesousa
b6b42afd71 Hub | Add colors, sources sync (#4546)
* fix show version

* update login prompt and account

* update set preference

* fix account controller

* block login/logout if not called from account

* change conditions to start terminal

* fix required args account model

* add not to login command

* pylint

* accounte controller messages

* set default user when logout

* logout then show menu

* remove unused functions

* fix logging bug

* ruff

* fix account unittests

* fix session unittests

* refactor colors preference

* no theme, no party

* add colors sync

* dynamic theme

* add comment

* add colors to settings

* ruff

* linting

* update menu desc

* adjust keys sync flag

* write to dotenv sync flag

* english

* fix pull command

* fix edge cases

* handle some errors

* small bug

* change func name

* pylint

* no light

* colors preview

* ruff

* fix login logout preferences

* ruff

* delete folder

* pylint

* default, custom, hub

* fix clear

* docstring

* add preference exceptions

* set only rich style

* request theme only if hub

* linting

* change guest msg

* add option to update chart style on the fly

* apply style

* rollback to old terminal style

* fix console theme

* remove print

* remove hub rich style

* ruff

* mypy

* black

* Hub | Add sources sync (#4565)

* Add sources model

* adapt session model

* fetch sources dict

* rename local funcs

* set sources inside current user

* set sources inside current user

* generate sources dict from hub

* fix dict generator

* send request to hub

* fix conflict

* revert datasources to develop head

* fix docstring

* avoid invalid patch types

* add default option to sources

* fix small bug on sources

* ruff

* black

* remove (

* mypy failing only on git

* ignore mypy

* pylint

* fix settings controller

* Tests: fix keys model writing to .env

* fix keys controller test writing to .env

* ruff

* Test: fix account controller

* Test: fix account controller pull

* Tests: fix launch terminal

* Test: add sources to user object

* Tests: fix clear cmd tests

* ruff

* revert core/sdk changes

* TerminalStyle docstring

* upload config docstring

* remove comment

* remove unecessary pylint disable

* revert openbb_terminal/sdk changes

* Terminal style docstring

* docstring

* remove unecessary changes

* add TODO

* add other todo

* Tests: prevent sync from being written in .env

* change clear msg

* display sources source on menu

* update settings controller

* display keys source

* black

* sync not needed for pull

* remove sync from apply configs

* change func name for consistency

* Update test_keys_model.py

* save rich style in user folder

* search recursively inside styles

* set hub theme by default

* remove debug print

* allow any plot style

* comment plotstyle sync for now

* fix sources set terminal to hub

* ruff

* rewrite cassettes

* remove repeated settings

* rewrite expected
2023-03-27 16:59:36 +00:00
teh_coderer
7972098ce7 hotfix/PyWry Linux Wheels-Import Error Handing (#4561)
* init

* Update openbb.dockerfile

* fixing linting

* req files CLI update

* bump pywry

* new width/weight env vars for pywry specifically

* Update backend.py

* req files

* Update backend.py

* last bump pywry 0.4.0

* Update dashboards_controller.py

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-23 20:22:05 +00:00
teh_coderer
602cfa2c8c [POC] Plotly Backend (#3941)
* Update portfolio_view.py

* mypy 1.0 test

* Update helpers.py

* black

* ruff

* Update thought_of_the_day.py

* isort

* Update portfolio_view.py

* Update business_insider_view.py

* funds,bt,ca,fa view updates

* economy,etf,futures view updates

* econometrics regression

* mypy

* reports notebooks, PlotlyTA class adjustments, crypto finbrain view

* crypto views updates

* crypto views done?, ba, econometrics, funds, reports

* update docstrings

* Update sec_view.py

* portfolio reports

* Update equity.ipynb

* ruff

* mypy + equity reports

* Update yahoo_finance_view.py

* Update economy_controller.py

* clean up returns

* mypy

* finished dashboards/reports templates

* update some tests

* Update common.py

* Update account_controller.py

* Update banner.txt

* update tests

* tests

* Update helpers_denomination.py

* tests

* tests

* finished tests, refactor add_histplot/add_corr_plot

* ruff

* Update backend.py

* mypy

* Update backend.py

* pywry linux libs for tests

* pywry version bump

* OpenBBFIgure import changes

* Update business_insider_view.py

* Update backend.py

* tests

* bump pywry version

* forecast plot_explainability converted to plotly

* Update helpers.py

* tests

* Update helpers.py

* tests

* Update helpers.py

* Update helpers.py

* default plotly annotation `showarrow` to false

* Update backend.py

* fixes

* Update poetry.lock

* docker

* Update openbb.dockerfile

* up

* Update style.css

* bump pywry version

* Update unit-test.yml

* Update unit-test.yml

* figure to image/pdf export

* requirements txt files, pywry version bump

* mypy, pylint

* cleanup

* Update covid_view.py

* Update helper_funcs.py

* Update backend.py

* updates

* Update backend.py

* Update backend.py

* bump pywry version

* Update poetry.lock

* Update trailmap.py

* update reports

* Update custom_indicators_plugin.py

* Update momentum_plugin.py

* equity report

* reqs files

* Update fred_view.py

* ruff

* Update po_view.py

* bump pywry version

* reqs txt files

* fix installer icons for mac

* test updated torch/darts/pyinstaller on mac

* Update dashboards_controller.py

* Update terminal.py

* Update terminal.spec

* Update terminal.spec

* test

* Update poetry.lock

* Report adjustments, improved dashboard subprocesses termination

* pylint

* Update plotly_helper.py

* Update plotly_helper.py

* pylint

* revert darts

* test

* test

* fix

* improve shap scatter plot

* Update helpers.py

* Update helpers.py

* cleanup

* Update runa_view.py

* more cleanupp

* fixes

* update tests

* Update intrinio_view.py

* Update intrinio_view.py

* Update intrinio_view.py

* reqs files, poetry lock

* Update backend.py

* test for new icon

* Update fmp_view.py

* updates

* Update plotly_helper.py

* Update businessinsider_view.py

* ruff

* pylint

* fix previous merge

* Update plotly_helper.py

* update reqs files

* Update directories.py

* fix alt covid

* fix display_candle data is None load being unreachable, get covid views ready for sdk server

* Update covid_view.py

* refactor cleanup

* plotly_ta adjustments

* terminal wide ignore print_table if export

* Update plotly_helper.py

* forgot to save a few

* added edge case fallback if figures are in queue before backend fail

* Update ta_class.py

* Rename env variable name required to return plotly json

* Resolve pydocstyle warnings

* Resolve linting errors

* revert forecasting/pyinstaller versions

* Update terminal.spec

* finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing

* update deps

* Update backend.py

* fix fred model/view from switch to DataFrame, improve ecb_model

* Update config_terminal.py

* Update backend.py

* black

* clean up

* Update fred_view.py

* Update ta_class.py

* Update ta_class.py

* Update plotly_helper.py

* sync fixedincome

* Update ecb_model.py

* convert excel to csv for faster processing

* cleanup

* remove excel files

* Update terminal_controller.py

* update tests

* adjustments/missed figs in export_data

* Update cryptocurrency_helpers.py

* fixes

* account for volume column with no volume when plotting indicators , images autogen POC

* Update plotly_helper.py

* Update etf_controller.py

* Update etf_controller.py

* margin arg for export_data func figures, some plot adjustments

* logic for numpy array for plotly helper `get_dateindex` function

* cleanup

* update

* req file updates

* views

* Update backend.py

* update tests

* Update test_load_none[btc-usd].yaml

* convert merged cpi chart

* linting

* updates

* clean

* tests

* Update openbb.dockerfile

* remove test docker in root

* Update CONTRIBUTING.md

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-03-01 22:48:45 -05:00
martinb-bb
ca7f251fb5 Merge branch 'develop' into feature/whisper 2023-02-23 20:45:31 -05:00
martinb-bb
2b848f80a7 git ignore cache 2023-02-21 09:37:45 -05:00
martinb-bb
0380c4d03a nbeats metrics 2023-02-08 14:20:22 -05:00
Theodore Aptekarev
ef12295f33 Remove code of legacy jupyter lab extensions from the repo (#4146)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-07 10:05:20 +01:00
Jeroen Bouma
0ee2ebcf1e Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055)
* 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>
2023-02-06 23:24:15 +01:00
Theodore Aptekarev
1dc3bc0b56 Add sonarqube artifacts to ignore (#3663) 2022-11-30 09:58:38 -05:00
Colin Delahunty
9f7635faee New Integration Tests (#3377) 2022-11-25 22:18:52 -05:00
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
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
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
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
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
Colin Delahunty
963ca9b2b9 Audit SDK and View/Model functions (#3384)
* Initial commit

* Finalized functionality

* update script

* Allow using it without forecasting

* Update gitignore

* Update `sdk_audit.py`

* Fixed issues, found more

* Added fix for helper functions, and column for SDK type

* Checked one more thing

* Moved file

* Move files ending with models/views

* Added fix of name

* Added file path fixes

* Patch to fix sdk_audit for windows

* fix

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-17 16:25:36 +01:00
Colin Delahunty
9a7329a13e Integrated tests generate a csv file (#3352)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-11-09 08:10:03 -05:00
montezdesousa
cd420c51c7 New format for SDK documentation (#3211)
* example changes in slopes

* change lettering size and side bar capitalization

* revert back to Fira

* start automatic website generation

* this was autogen

* add examples to slopes model

* generate slopes doc

* change to _index.md

* allow italic formatting

* fix regex

* option to regenerate paths

* update alt docs

* fix generate

* update alt

* fix generate

* update common

* target italic only for types

* format alt

* format italic common

* add sig indentation

* update sig indent alt

* update common ident

* add todo

* generate docstrings for all menus

* fix maxdd

* fix returns font size

* fix keys docs

* fix more docstrings

* escape literal symbols

* escape literal symbols

* reformat keys

* format opt

* remove literal escape

* remove another literal escape

* remove another literal escape

* unindent returns

* update docs return unindent

* add comma in last arg

* fix funcs without params

* fix signature

* compact some code

* refactor some more code

* refactor some code

* some final cleanup

* write docstrings

* change main

* move futures paths

* generate futures docs

* add external axes references

* fix typo

* revert to double docstring

* fix small bug

* remove docs folder

* generate.py in website folder

* add forecast to docs

* clear some warnings

* fix underscore

* remove cite

* refresh website docs

* fix forecast docstrings

* fix po

* fix po docs and remove italic

* fix more docstrings

* remove last warning

* codespell

* flake8

* exclude website contente from flake

* noqa on optimizer

* update website

* fix mypy

* remove setup from mypy

* mypy to openbbterminal

* update precommit

* pylint

* try to remove sdk loading issue

* avoid logging on test

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-11-09 13:00:10 +00:00
montezdesousa
a9787dd2d1 Refactor reports menu and make it work on installer (#2878)
* start papermill rollback

* move reports to templates folder

* comment some stuff

* refactor reports controller

* change var names

* clean ctrl class vars

* small refactoring on metadata search

* relocate some func

* breaking changes

* revert some changes

* destroying changes

* change menu appearance

* change menu appeaerance again

* update choices

* change some assets locations

* remove unused vars

* change some docstrings

* rename vars

* its working

* forgot one dash

* omg its working

* clean some code and doc

* change func name

* fix a bug and add some comments

* fix economy report startup

* add custom reports

* allow custom reports

* forgot to delete this

* unused import

* make somestuff more explicit, 5 min rule

* add helper func

* supress errors--no-verify

* add some type checks

* fix check ipynb func

* check inputs in run

* rewrite some integration tests

* remove unused import

* add some docs to website

* add auto completion

* warn if no forecast

* add to do

* add arg name if 1 arg

* add papermill pointing to github main

* add notebooks

* fix terminal spec

* relocated choices files

* merge main

* relocate website docs for reports

* limit user choices

* fix portfolio auto completion

* limit choices fix

* clean som edocstrings

* limit user choices in run command

* improve run parser

* fix msg

* add reports controller tests

* relax crypto choices limit

* contain commands

* pass pre commit

* flake8

* flake8

* ignore mypy

* pylint

* website

* move docs to jupyter tab

* add installer dep

* remove etf

* remove reports

* update reports to main

* handle events erros

* rever reports to previous commits before main merge

* add papermill installer strategies

* add flags to terminal

* avoid sdk crash

* execute notebook in thread

* remove unused sys

* execute report in a child process

* fix some notebook stuff

* fix portfolio report

* fix reports controller volatility

* change api to sdk

* move images

* remove som unucessary installer imports

* remove debugger warning

* move ipykernel launcher

* supress notebook crash

* remove portfolio decorator

* fix run command

* forgot to change this

* add images

* fix portfolio report

* fix crypto report

* linting and tests

* add run integration test

* pylint

* hide reports module args

* try at supressing args

* try at supreccing warning

* solve some os issues

* handle pm errors

* fix warning unrecognized arguments

* change comment

* avoid crash when parameters not found

* fix etf commands

* minor cleanup

* update forecasting check

* fix some linting

* fix futures test

* pylint

* limit user choices to prompt

* limit user choices to prompt

* supress warnings

* revert poetry lock back to main

* papermill pointing to main

* flake8

* forgot requirements

* Update helper_funcs.py

* Update reports_model.py

* choices

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
2022-10-26 21:27:30 +01:00
Colin Delahunty
7fe22c1890 Added back dashboards (sorry Didier) (#2751) 2022-10-09 14:30:49 +02:00
martinb-bb
7fd72d9ee1 Forecasting Menu [Work in Progress] (#1933)
* Gave forecasting memory

* Fixed scripts, refactored

* FIxed poetry lock

* edge case check for forecast target

* Improved combine and load functionality

* Cleaned up translations

* Fixed issue with covariates

* Fixed issue checking covariates

* Another covariates check fix

* Ignored regr and linregr warnings

* Fixed covariate issues

* switched from forecasting to forecast

* Finished transition to forecast

* Can add entire dataset with one command

* Improved combine description

* Removed naming covariates

* Created new installation

* typo

* Make plot show dates if available

* Added better handling or users without the menu

* Removed unused file

* Fix

* Better handling for nontraditional datasets

* Fixed black and pylint

* Fixed tests

* Added darts install to main tests

* Working on darts with CI

* Added back test file

* Made large tables print better

* naive baseline

* typo

* Finished naive

* no dollar on prediction

* fixed positive MAPE bug

* quick refactoring

* Fixed two different args for same thing

* added extra patience

* linreg mape fix

* info fix

* Refactored API, bumped to Darts 0.21.0

* Added fixes

* Increased verbosity for wrong column

* Updated dependencies

* Hid warnings

* Fixed importing

* Fixed tests

* Fixed ugly seasonal plotting

* Fixed forecast line color

* Switched chart output to blue

* Simplified lambda_price_prediction_color

* fixed residuals

* Chnage

* Removed darts from CI per Chavi

* Added fixes to tests

* Added knnfix

* Fixed issue where n!= o

* Added changes

* Added changes

* Imrpoved forecast dash

* Added Theo notebook

* Added enhancements to dash

* Added notebook

* Added fix for jupyter lab

* Added debug stuff

* Change

* Updated docs

* Fixed formatting

* Fixed formatting

* Removed prints

* Filtered some info

* Added button to run model

* Improved api

* Added secret feautr (no peeking Martin)

* Cleaned code

* Fixed tests

* Added test fixes

* Added fixes

* Fixes

* FIxes for pres

* Remove bad tests

* Removed knn

* Fixed issues with removing mc

* doc for conda

* Added forecast improvements

* Added streamlit support

* Fixed issues

* fix expo with streamlit due to quantile()

* fixed performance issues with streamlit for now..

* clean up historical forecast with new trainer

* quick fix for regression trainer params

* Added fixes

* quick fix for other fix for regression trainer params

* table formatting for timestamp

* potential fix for inf in feature engineered datasets

* Basic working in new format

* dw

* Trying

* Fixed issues

* Improved graphing

* fixing trainer for LR and formatting

* doge and linting

* page break

* automatic cleaning of datasets

* automatic cleaning of datasets- fix

* Fixed forecast dates

* Made dashboard prettier

* Added fixes

* Added fixes

* Added options

* Fixed error

* remove caching

* adding in spinner

* Added vairable n_predict in streamlit

* Added mypy fix

* renaming and range change

* new index for n predict

* check positive float for window size

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* renaming

* reorg files

* Update _index.md

* hidden which command for versions

* Update _index.md

* Update _index.md

* which: ns parser

* hugo for: which

* hugo for: forecasting fix

* formatting black

* update stock controller test

* Lay groundwork for better residual plotting

* improved delete to allow for periods in title

* improved automatic cleaning of inf

* Added new API

* Added new API

* Added new API

* formatting for black

* Updated our testing CI

* Reverted changes

* Added forecast docs

* Fixed mypy issues

* Fixes tests

* Did some refactoring, added a report

* new api in streamlit

* Added integrated tests

* Update _index.md

* improved loading in custom dataset

* menu spacing

* installer fixes

* Added docs fixes

* Adding comments to test if commit working

* Fixed report

* naming conventions

* formatting

* removing unused var

* Made last report imporvements

* Update README.md

* Added fix

* Switched to warning

* Added fixes

* Added fixes

* Added fixes

* Added fixes

* Update economy av view test

* Remove forgotten print statement

* Update depencencies

* Added verbosity to pytest

* Added fixes

* Fixed pylint

* Fixed actions checkout

* Added fixes

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-10-08 14:54:43 +02:00
Theodore Aptekarev
507cbfab39 Small fix (#2240) 2022-08-03 07:48:45 -04:00
Jalil F
2edc04c9e4 Add jupyterlab build folders to .gitignore. fixes OpenBB-finance/OpenBBTerminal#2121 (#2122) 2022-07-22 01:30:17 +03:00
Theodore Aptekarev
79e9275ccf Release/1.5.0 (#1926)
* Add more build assets and all notebook checkpoints to ignore

* Delete old reports that were accidentally added to the repo

* Fix portfolios not bundling

* Add mac installer image assets

* Update license

* Make the code folder hidden in macOS package

* Add folder and launcher icons programmatically during build

* Change dmg creation tool to create-dmg

* Update macOS installation docs

* Bump project version

* Update macOS installation instruction image links

* Fix macOS installation instructions styling

* Unify macOS install instructions image size

* Point download links to the website vs github

* Fix macOS launcher self-quarantine command

* Fix routines not launching in packaged apps

* Fix .openbb test mode not displaying filenames during test run

* Remove file with weird apple character in path
2022-06-10 21:32:13 +02:00
didierlopes.eth
bb6bdcc661 Add a luna crash custom reports (#1816)
* bring dashboards and reports menus one step above

* remove checkpoints

* Add a custom_report for luna_crash

* add Minh updated text and report

* Make a few change to the text

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-05-17 00:53:59 +07:00
didierlopes.eth
2e45f72482 OpenBB Terminal blended signature (#1806)
* bring dashboards and reports menus one step above

* remove checkpoints

* blend openbb terminal signature

* linting

* update gitignore

* fix crypto dd tests
2022-05-12 16:11:26 +03:00
andrewkenreich
ccb0b6ca69 Adding Necessary files to fix the windows installer splash screen (#1653)
* Adding Necessary files to fix the windows installer splash screen

* Bundle defaults json into project root location on mac

* Bundle linearmodels and statsmodels with pyinstaller on mac

* Tell dotenv to override defaults

* Fix a typo and add a "todo" in comments

* Explicitly silence bandit's false positives

* Fix typo

Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-04-12 21:46:57 +03:00
Colin Delahunty
826cd8a723 Add tests for bots/stocks (#1616)
* Added test_quote

* Added dps tests

* Added more tests

* Added government tests

* Added insider tests

* Added options tests

* Added sia tests

* Added ta tests

* Readd coverage rc

* Added test
2022-04-03 21:13:14 -04:00
Colin Delahunty
6538c0ce14 Expanding bot tests (#1561)
* Expanding bot tests

* expanded tests

* Added tests

* Added stock test

* Fix filepath

* Attempted mock

* Bots : test_run_telegram

* Enhance tests

* Fixed black

* Expanded tests

* Added fix

* Ingore interactive files

* Removed bot dependency installation from tests

* Fix one black

* Fixed black

* Added init.py

* Added pylint disables

* Added skip

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-04-02 14:47:46 -04:00
Artem Veremey
fe1068882e Updating and renaming Docker images (#1594)
* Updating and renaming Docker images

* Renaming OpenBB Terminal.bat
2022-03-29 14:44:44 -07:00
jmaslek
b71abcfbf4 Updating some names (#1575)
* quick econ fix

* black

* keys and feature flags

* terminal name 👀

* some more replacements

* some more replacements

* edit pyproject

* gst -> openbb

* add example portfolios back to git

* Update api from gst

* sorry.  skipping some tests

* another round of names

* another round of test edits

* Missed some .gst refs and update timezone

* water mark stuff

* Fixing Names in terminal.spec and name of GTFF_DEFAULTS to OBBFF_DEFAULTS

* fix more GST to OpenBB Terminal

* Logging : merge conflicts with main

* Revert wrong files

Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-03-29 09:46:26 -04:00
Theodore Aptekarev
ab4de1dd70 Create a packaged app bundle with Pyinstaller (#1525)
* Add dashboard widget assets

* Add ipywidgets and ipyflex to project

* Add currencies dashboard notebook

* Update docs and docstrings

* Add pyinstaller to project deps

* Add pyinstaller artifacts to gitignore

* Fix linter errors in terminal.py

* Update cspell hook and action with a pyinstaller specific word

* Add pyinstaller specfile and artifacts

* Add splashscreen image

* Add app icon

* adding splash screen support to terminal.spec and terminal.py

* Restore the conda env build files

* Sync deps

* Add border to the splashscreen image

* Clean up terminal launcher

* Add support for default feature flags in packages apps

* Fix types and linting

* Add splashscreen management to app bootup

* Check prediction feature flag when entering crypto/pred

* Update pyinstaller spec file

* fix .spec file to work for splash and icon - removed the ".."

* Allows to export when using installer (#1568)

* fix export for packaged apps

* fix filename

* Git : replace commit_hash when it is set in config_terminal

* Add update of the git commit hash in gtff default during build

* Add packaged app name and feature flag to logs

* Add platform specific icon assignment

* Add macOS build assets

* Add tensorflow to hidden imports

* Move LOGGING_COMMIT_HASH to gtff

* Adding files/folders needed to .spec  and pyinstaller folder. This will make certain commands work again.

* Linting

* Workflow : ignore ./build/pyinstaller from codespell

* Workflow : exclude ./build/pyinstaller from flake8

* Poetry + Workflow : add types-six

* Pyinstaller : remove property_cached, user_agent and vaderSentiment

* Revert "Pyinstaller : remove property_cached, user_agent and vaderSentiment"

This reverts commit dbb3e2b810.

* Clean up local paths in specfile

* Validate deps have correct Jinja version (they do)

* Fix logging commit hash to be set correctly for the logger to see it

Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-03-29 02:35:56 +03:00
Theodore Aptekarev
cfb1eb392f Update reports and dashboards with nicer looking examples (#1524) 2022-03-25 18:10:54 +03:00
Colin Delahunty
ee82ff0f98 Fix Bugs (#1432)
* Fixed stocks/ca bugs

* Fixed stocks/fa

* Fixed stocks/ins

* Fixed stocks/screener bugs

* removed http file and added http files to gitignore

* Fixed small issues

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-03-03 09:22:14 -05:00
Colin Delahunty
24670c3b86 Improve integrated tests (#1415)
* Added verbosity and check for file

* Fixed

* Added tests

* Added tests

* Updated .gitignore

* Improved handling

* Fixed tests

* Updated record

* Fixed nested folder

* Standardized path output for windows

* fixed black issues

* Fixed pylint
2022-02-25 10:41:00 +00:00
Colin Delahunty
5fedb8e042 Fix More Bugs (#1364)
* Fixed crypto/disc bug

* Fixed econ_fred

* Fixed forex_oanda

* More bug fixes

* Removed print

* Delete tags

* Changes

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-15 13:19:13 -05:00
Theodore Aptekarev
e1b6022b9c Global plot styles (#1228)
* Add default stylesheets

* Add terminal style helper class and global style initialization in cfg

* Style comments and docstrings

* Load rich terminal theme from config file

* Add application chart styles to candle charts

* Add todos

* Remove explicit color setting for some ta charts

* Add user styles folder to gitignore

* Update default stylesheets

* Add matplotlib font manager support

* Add matplotlib font manager support

* Update docstrings and default style

* Update stocks candle chart formatting (return fig to style title)

* Style common ta overlap view

* Make up and down market colors a part of the style helper

* Update stylesheets

* Style common ta volume view

* Style common ta momentum view

* Style common ta trend indicators view

* Style common ta volatility view

* Style common ta volume view

* Style common ta custom indicators view

* Fix styling bugs and remove the obvious time x lablel

* Style charts in the covid menu

* Set legend position to upper left in the mpl stylesheet

* Add mpl_rcparams configs for parameters not covered by stylesheets

* Remove font configuration files

* Update style class utility functions

* Implement passing external axes and style utility usage in ema & stoch

* Add theme watermark and output helpers

* Rename style to theme

* Update helper usage in ta/ma and ta/stoch

* Update style to theme in sample menus

* Style forex (#1305)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Update code layout in oanda view and black

* Style common TA (#1315)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Add linewidth to theme for use in mpf's addplots

* Add vwap to the stocks notebook api

* Update common/ta overlap to follow charting style

* Apply style on TerminalStyle init

* Enable infrastructure for excluding non-trading days from plots

* Update notebook api to include there and resolve bandit warning

* Update ta/common/overlap to exclude non-trading days

* Enable external ax, style and non-trading days in common/ta/momentum

* Enable external ax, style and non-trading days in common/ta/trend

* Update vwap to the argument naming convention

* Enable external ax, style and non-trading days in common/ta/volatility

* Enable external ax, style and non-trading days in common/ta/volume

* Enable external ax, style and non-trading days in common/ta/custom

* Fix controller tests

* Forgot to disable rewriting of the cassettes ...

* Fix controller errors that came up because a merge conflict

* Fix price label position on fib

* Fix line having wrong x values in fib

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Style economy (#1308)

* Began converting

* Added alphavan_view

* Added CNN View

* Updated nasdaq view, fixed glitch

* Added fred

* Refactored URL

* Theo's requested changes

* Updated docstrings

* Updated tests

* Fixed pylint

* Fixed tests

* Theo changes

* Econ Fix

* Refactor chart style for Crypto context (#1306)

* Remove mock for gff

* Mock visualize_output helper function

* Refactor

* Fix plot helper

* Update legend loc

* Refactor mplfinance candle plot

* Fix errors in the helper function

* Fix binbook having the wrong call_ function name

* Remove hardcoded style params

* Resolve kwargs future warning from pandas

* Remove warnings import

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* funds + custom (#1311)

* funds + custom

* cleanup cleanup everybody everywhere

* Fix external axes conditional and a typo

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add external axes mode to covid charts (#1328)

* Add portfolio menu plots (#1318)

* Portfolio view plots (commenting out report stuff)

* PA Menu broken.  Commenting out and fix tests

* portfolio optimization

* comment out commented api line

* Add notes on disabling the pa submenu

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Plot updates in common BA (#1335)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Etf refactor (#1323)

* Refactored no ETF

* Fixed gtff import

* Fixed tests

* Fix pie chart style

* Refactored etf/candle

* Added pylint fix

* Fixed tests

* Update candle chart layout

* Update etf controller test

* Remove strange binary file

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Expose ETF candle function in the notebooks API

* Common BA and Common QA charts update (#1342)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Remove scientific notation

* Black imports

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>

* Options refactor (#1324)

* Fixed alphaquery_view

* finished options

* Fixed pylint

* Fixed tests

* Fixed tests

* Fixed tests

* update yfinance

* Tradier + Chartexchange

* change mocks from gtff to theme.visualize output

* tests

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: james <jmaslek11@gmail.com>

* Refactor Stocks menu (#1325)

* Fix backtesting menu

* Refactor comparison analysis

* Refactor Dark pool shorts

* Refactor rest of menu

* Fix test

* Fix tests failing

* Fix tests fail

* Fix test failing

* Remove record mode=none to record new output

* Rewrite test output

* Rewrite test outputs

* Adding more rewritten test output

* Mock plt.show

* Mock missing plt.show

* Missing @pytest.mark.vcr

* Updating tests : common/behavioural_analysis/finbrain

* Improve notebooks API coverage for CA and DPS

* Silence annoying flake8 warning

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Charts update for common/pred (#1344)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Style pred helper and controllers

* Update ETS plot

* Update plots in KNN and pred helper

* Update plot and pretty table for arima

* Update plot for common/pred/regression

* Refactor mc_view

* Fix linting

* Fix mypy

* Move plot title to the axis level to make more vertical space

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>

* linter

* Update common/ba test data

* Change etf candle to match stock candle

* try updating sia test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-02-11 20:33:16 -05:00
Arjun V
74f028ddb1 Add web UI for Gamestonk Terminal (#1251)
* Add web version of Gamestonk Terminal

* Update README.md

* Update README.md

* Fix typos, improve formatting

* Add trailing newline to index.html

* Split up long line

* Add comments to launch script

* Update README.md

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-01-24 02:44:36 +00:00
Colin Delahunty
dc07845a8f Update pre commit (#1221)
* Fixed Flake8 issue

* Added all config_terminal settings

* Updated how we handle configuration settings

* Made work again

* Fixed error

* Fixed error

* Fixed error

* Removed from pre-commit

* Added --debug feature

* Added changes
2022-01-23 18:12:40 -05:00
Colin Delahunty
006b3570b7 Baseclass (#1141)
* A working decorator

* Basic intro

* Added more

* Refactor

* Refactor

* Cleaned code

* Simplified function (thanks Chavi)

* Small change

* Updating tests : fix issue with mock

* Updating tests : fix remaining mocks after merging

* Updating tests : black

* Cleaned up

* Finished base cases

* Notes

* Slight changes

* Added dynamic options handling, error persists

* Fixed pylint issues

* Fixed mock

* fix decorator with dynamic dictionary of args

* move choices from dynamic to const in crypto/ov

* Updated var names

* Check

* Moved decorators

* Fixed import issues

* Fixed tests, update payoff controller

* Fixed tests

* Fixed pylint

* Updated files

* Added base class

* Added reset

* Improved base class

* For James

* More menues converted

* Added contexts

* 24 controllers left

* 18 Controllers left

* Changes choices

* 9 controllers left

* Added all controllers

* Fixed glitch

* Replaced all improper callings of class

* Removed menu decorator

* refactored try_except

* Last commit

* Black fix

* Bug fix

* Added James' new menus

* Fixed tests

* Fixed 8 tests

* Fixing mypy issue

* Updating tests : stocks/options

* Fixed options

* Fixed tests

* Updating tests : stocks/options

* Fixed tests

* More test fixes

* Updating tests : stocks/ba

* Fixed options test

* More bug fixes

* Fixed tests

* fixed pylint

* Skipped test_call_load

* Add typings to base class

* Fix issue with appending auto completer options + bugfixes

* Add typings to base class

* Terminal throws error for bad path

* sexy solution to auto completer in runtime

* more sexy reset with reset_level stored

* no so sexy jump between indirect menus

* Removing choices argument

* refactor custom_reset

* Fixed tests

* Theo fixes

* Added back function

* Fixed tests

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-01-08 19:30:03 +00:00
jose-donato
efab61a281 Crypto Tool: Calculate potential returns (#1146)
* enabled some crypto commands in dd to be called independent of source loaded

* support for coin_map_df in all dd functions + load ta and plot chart refactor

* updated tests and removed coingecko scrapping where possible

* removed ref of command from hugo

* updated pycoingecko version

* refactoring load

* refactored load to fetch prices; pred can run independent of source now

* load by default usd on cp/cg and usdt on cb/bin

* updated to rich for formatting and updated dependencies

* fixed changes requested

* created prt controller

* creating model

* removed unused print

* restaged

* adds current market cap

* added reports to gitignore
2022-01-07 09:53:54 -05:00
Colin Delahunty
eb0dde4603 Refactored Reports (#1123)
* First working program

* added Voila support

* Attempt to fix requirements

* Revert depen

* Another dependency test

* Fixed errors

* Small changes

* Fixed help

* Added port warning

* Fixed continued terminal use

* Last change, we good fam

* Added placeholder so we can have stored

* Didier changes

* Fixed exit

* Fixed issue
2022-01-04 20:51:11 -05:00
Colin Delahunty
caa2c88c12 Stock Dashboard (#1018)
* Added notebook

* Massive refactoring

* Significant enhancements

* Error handling, variable renaming, refacotring

* Reformatted widgets

* Made rolling adjustable

* Fixed date bug

* Began transition to plotly

* Expanding dict

* Expanded analysis, formatted with black

* Added

* Replaced matplotlib with Plotly

* Slight updates

* Enhanced ability to format dashboard

* Fixed duplicate graph errors

* Fixed duplicate graph errors

* Found out which renderers work where

* removed unused code

* Final enhancements

* Updated requirements

* Added conda dependencies

* removing unneeded changes

* removing unneeded changes

* removing unneeded changes

* Updated git ignore

* Added notes

* removed unused code, added comma warning

* Allowed multi select

* Updated dependencies

* Simplified dependencies

* Fixed dependencies again...

* Added line endings

* Improved widgets and title

* Dider improvements

* Removed DS Store (sorry Nintendo)

* Updated requirements files

* Updated yml

* Updated yml

* Updated yaml

* Fixing change

* Allow for lab or Voila

* Updated toml

* Updated requirements.txt

* Update conda-3-8-env.yaml

* Update conda-3-8-env-full.yaml

* Updated

* A tragic forgetting

* Dependency reset (not ready to merge

* removed high entropy

* Another dependency update

* Added in my dependencies
2021-12-30 12:22:21 +00:00
Artem Veremey
7b3852a25a Initial implementation of logging (#1069)
* Initial implementation of logging

* Fixing pyupgrade

* Fixing pylint

* Updating per suggestions
2021-12-19 10:32:27 +03:00
Colin Delahunty
0be4c8a2d7 Binomial Options Pricing (#1017)
* Added variables for binom function

* Finished binom function

* Updated .ipynb handling

* James updates

* Expanded definitions

* Expanded description
2021-12-08 16:23:03 -05:00