Commit Graph

15 Commits

Author SHA1 Message Date
dio
db9d462188 Feature/companies house (#4721)
* Addition of UK Companies House data. Allows you to search for companies and inspect their details and download any filings including accounts

* reformatting of code

* reformatting

* reformat code

* reformat

* fix codespell issue

* updated for changes in way key are handled

* small reformatting

* added timeout for requests

* formatting

* ruff order fixes

* black reformatting

* merge issue - removed function call_openbb

* black format change

* Added new Companies House functionality to SDK

* formattng

* more Formatting (black)

* Ruff fix

* change return type for function

* forced type conversion

* return type fix

* correct error return type

* fix return type

* deleted companieshouse tests as they require API key

* Extra validation added for when data not exist from remote calls

* Added extra commands to en.yml

* spelling mistake correction

* fat finger trouble corrected

* Save documents with identifying names and allow documents to be viewed directly within OpenBB

* ruff updates

* black changes

* ruff change

* Addition of currently loaded company information in menu

* add entry in the API keys guide for Companies Hosue

* adds images to api keys guide

* adds section in SDK API Keys Guide for Companies House

* test file for companieshouse_model

* changed test data due to ruff line size limit

* resolve merge issues

* resolve merge issue

* doc strings examples

* added docstrings for companieshouse_model

* allow download_filking_document methid in view class to be called from SDK

* added docstring for download_filing_document SDK method

* correct Companies house key literal

* replace starnge . with ,

* add check_api_key decorator to each methopd in controller

* implement next and previous for looping through filings

* ruff changes

* correct tests

* companing filings now allows you specify category

* ruff line length issue resolved

* retrieves all filings  and  added charges command

* bug fix

* Added limit parameter to filings command, def :100

* fix ruff issue

* added get_charges to sdk and to test class

* resolved ruff line length issue

* add some view tests

* add some controller tests

* applying fix not merged to develop yet, column_keep_types=['Company Number']

* fix i18n description

* update test_print_help

* actually update test_print_help.txt

* Update en.yml - no colon

* rerorder imports - ruff failurre

* simple text change

* ruff fix

* help text change trying to fix pytest issue

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-28 14:28:33 +00:00
montezdesousa
b9ea4d5cd0 Refactor sources menu (#4668)
* add data sources defaults to model

* fix f string

* refactor sources controller

* write sources to file

* write to user file

* add user data sources file inside OpenBBUserData

* append to user file, don't rewrite

* fix when sources folder does not exist

* codespell

* change func name

* change path to str

* ruff

* Add method to upload entire user field

* change clear func args

* update get_ordered_list_sources function

* move flatten

* move flatten

* change extend func name

* remove comment

* clean sources utils funcs

* mypy

* Update utils.py

* spacing

* docs

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-05 12:13:34 +00:00
teh_coderer
0e0069eb97 Feature/In-Chart Volume, Streamlit TA Indicators (#4467)
* init

* rename `add_stock_volume`  to `add_inchart_volume` in OpenBBFigure class

* ruff

* poetry lock, req txt files

* fix: ma indicator not in list, connectgaps=true for subtickers

* improved forecasting streamlit

* added past_cov_legend next to explainability plot

* Update base.py

* updates

* Remove deprecated currencies dashboard and it's dependency

* Revert import statement deletion

* Lint docstrings and delete unused assets

* Fix forecast voila dashboard

* Fix futures voila dashboard

* Remove broken crypto prices dashboard

* Remove vsurf dashboard because of over-verbose yfinance error messages

* Fix chains dashboard chart title positioning

* Remove i18n entries for deleted dashboards

* streamlit cmdline fix for macs/conda

* Update reddit_model.py

* mypy, fixed removed `load_dotenv_and_reload_configs` in `website\controller_doc_classes.py`

* readded rust install on CLI for linux in case cache gets cleared

* Update forex_helper.py

* Update test_load[60-YahooFinance].csv

* Update test_call_func[call_sec-marketwatch_view.sec_filings-other_args37-called_with37].yaml

* deps

* sdk generation tests, trailmap fixes

* Revert "sdk generation tests, trailmap fixes"

This reverts commit 2575784a33.

* Revert "Revert "sdk generation tests, trailmap fixes""

This reverts commit 5cb0ce030b.

* improve ta-multi, add title/legends to fred_view

* Update ta_controller.py

* ruff

* Update helper_funcs.py

* Update yfinance_view.py

* Update helper_funcs.py

* change executable parent paths to REPOSITORY_DIRECTORY

* fix distorted candlestick plots when freq is weekly/month, fix demark

* fix yaxis click handler

* Update popups.js

* Update popups.js

* Update popups.js

* Update volatility_plugin.py

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-03-21 21:47:29 +00:00
montezdesousa
475ebb5acd [WIP] Migrate user, feature flags and configurations to dataclass (#4309)
* implement user and change is guest

* replace User methods

* move remaining functions to user

* fix bug

* portfolio test

* fix tests

* fix tests

* uncomment skip

* ruff

* start credentials model implementation

* change deault structure

* refacto quandl

* change default struct and file names

* bug

* start using global user

* add comments

* move update flair

* change cfg references in keys model

* reddit & fmp

* refactore additional keys

* remaing config keys

* remove unsude imports and fix hub keys

* ruff

* fix line too long

* unblock unittests

* fix keys model tests

* remove os patch

* fix account controller tests

* fix account controller tests

* fix account model

* account fixed

* fix user tests

* User Model

* User Model

* User Model

* Move session folder

* User Model : grouping the models

* User Model : fix bugs

* Config Plot + bug fix

* User Model : Refactoring plots

* Feature flags

* Remove dup

* clean comments a fix some vars

* fix feature flags controller

* refactor obbff from settings controller

* refactor a bunch of obbff variables

* fix bug blocking terminal

* fix integration tests

* refactor controllers with obbff

* refactor remaining ffs

* remove comments

* log not started

* mispelled variable

* set current user on local model

* User Model : moving files + updating

* User Preferences

* User : Refactor is_guest function + bug fix

* User : refactor is_guest function

* Fix conftest.py

* remove lost obbffs

* typo on fileoverwrite

* Plot config: move variables and start plot dpi

* User : tests

* refactor plot dpi references

* remove plot dpi imports

* refactor some config terminal leftover

* /account/sync : fix bug

* remove configs reload

* start path refactor

* installation paths vs user paths

* remove cfg_plot

* Tests : User Refactoring

* user prefix only for preferences

* user prefix only for preferences

* move user paths

* remove comment

* update apply remote configs

* fix tz not updating

* save some copys

* small fix

* create interface for credentials and preferences

* wrong docstrings fixed

* ruff core

* fix some pref setting

* login is better

* ruff

* ruff

* remove Literal

* add small comment

* Tests : User Refactoring

* Credentials Model : add DataBento

* Fix helper_funcs

* Fixing code

* Tests : fixing

* User Model : freezing the models

* Fixed Income + Databento

* Tests : fixing keys

* black

* ruff

* Tests : user model

* Tests : user model

* Fix linting

* Fix linting

* Linting

* Linting

* Fixing code and tests

* Fix tests

* mypy

* SDK

* Clean ruff cache

* Fix syntax issue

* Update fred_view

* Black

* Linting

* Update code

* Update tests

* Linting

* Linting

* Tests

* Black

* Linting

* Linting

* Mock os.listdir to avoid looking for file that doesnt exist

* Mock options paths

* lint

* Tests : fix

* Code : update

* Tests + Linting

* Tests

* Ruff

* Code : update

* Tests

* Code : update

* Fix workflow

* Code : update

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-05 00:37:19 +01:00
Colin Delahunty
ee34a1f278 Feature/add isort linter (#4114)
* Fixed isort

* Fixed issues

* FIxed linters

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-04 21:24:47 -05:00
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
Chavithra
aebdddc286 Moving terminal.py file (#2837)
* Move terminal file

* Update terminal_controller + paths

* Add new terminal.py

* Change constant : USER_CUSTOM_IMPORTS_DIRECTORY

* Changing constant : USER_PORTFOLIO_DATA_DIRECTORY

* Changing constant : ROUTINES_DIRECTORY

* Changing constant : DATA_SOURCES_DEFAULT_FILE

* Changing constant : PRESETS_DIRECTORY

* Update paths

* Update `terminal_controller` module

* Apply black

* Update worfklow + precommit hook

* Update workflow

* Tests : terminal_controller

* Tests : terminal_controller
2022-10-14 15:12:22 +02:00
James Simmons
2c2ca05418 remverting back a version for better fix (#2717) 2022-10-05 12:33:11 -04:00
James Simmons
50e3053a45 sources fix (#2708) 2022-10-04 17:31:05 -04:00
Om Gupta
3780cffece New path for presets (#2634)
* modify path for etf, options, insider

* fix small

* change path for stocks screener

* fix flake 8

* remove preset_path

* black

* fix

* fix tests

* fix tests

* fix flake8

* change paths_helper load

* put ns parser back

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-27 15:20:24 +02:00
Om Gupta
26c14f262e New path for data_sources_default.json (#2646)
* create_data_source file

* add data_sources in user menu
2022-09-27 13:36:05 +01:00
Om Gupta
a5f5a33a3a New path for routines (#2632)
* routines changes

* merge

* routines folder

* black terminal
2022-09-26 14:00:55 +01:00
Om Gupta
5a3a9f94e5 New path for portfolio data (#2611)
* start portfolio path change

* portfolio path changes

* some more changes

* fix

* allow default files to be imported

* portfolio changes

* allow default portfolios to be imported

* black

* fix pylint

* add files in terminal spec for reports

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-26 12:28:58 +01:00
Om Gupta
b78f024a6f Be able to change user data folder and add path for exports (#2592)
* modify export function to user data function

* change to exports

* change i18n

* be able to change user data folder

* black

* add exports to paths_helper

* black

* minor fixes

* fix

* small change to exports

* fix

* exports changes

* fix export

* fix reports export

* black

* minor changes

* fix test

* fix dcf export

* type ignore

* black

* pylint

* fix tests

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-09-25 12:45:22 +01:00
Om Gupta
c4658b63a9 Add path for custom_imports outside the terminal (#2567)
* add log path

* add test to check if log file is in correct dir

* env path

* black

* mypy fix

* add styles folder and styles from repo

* add timezone as env variable

* fix changes with main

* fix test

* flake8

* fix linting

* fix linting

* changes

* custom changes

* add custom_imports outside terminal

* black

* black terminal

* fix test

* fix merge and remove styles/user

* some stylistic changes and remove move_files

* flake8

* merge main

* merge move and make into paths_helper

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-22 14:50:29 +01:00