Commit Graph

60 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
Danglewood
1ecd426a91 hotfix/delete-options-screener-intro: Removes deprecated function from Intros documentation. (#5474)
* remove deprecated function from intros

* shrug

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-09-25 15:56:38 +00:00
Henrique Joaquim
41eb6de87b Hotfix/weird logs (#5439)
* allow None on credentials model

* encapsulating var inside a function

* removing existing default handlers

* ruff

* filter empty credentials
2023-09-15 13:34:00 +00:00
Colin Delahunty
1ca7fd9beb Improves the settings/userdata command, and upgrade ruff (#5359)
* Began the fax

* Bumped ruff

* Fixed a BUNCH of ruff errors

* Fixed a lot of ruff errors

* Simplify if statements

* Fixed black

* Updated some stuff

* Updated some stuff

* A lot more ruff fixes

* Added a fix

* Added a fix

* Fixed mypy

* Fixed some stuff

* Reverted one thing

* Small fix

* Small fix

* Small fix

* Added fix

* Added fix

* Update requirements
2023-08-22 20:11:48 +00:00
Colin Delahunty
3147577fc9 bye bye shroom (#5351)
* bye bye shroom

* missed one

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-21 21:26:03 +00:00
Harsh Vardhan Sharma
ecf7814ffd Adds Topledger on-chain data (#5029)
* Adds Topledger on-chain data

* Update with Review Comments

* Updates API Documentation for Topledger API

* Removes Duplicate entry from trail_map

* Updates Topledger Org Slugs & API keys

* Fix Linting Error

* Fix Linting Error

* Fix Linting Error

* Fix pylint errors

* Fix onchain_controller test for help text

---------

Co-authored-by: Deepak Khatri <3785149+dkdocs@users.noreply.github.com>
2023-06-30 16:16:59 +00:00
jose-donato
c603a360ec Adds shroom command and removes old ones (#4246)
* fix: remove old commands

* fix: ruff

* fix: ruff

* fix: james suggestions

* fix: added to csv

* fix: generate sdk cmds

* bump pywry

* fix rm command (#4890)

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

* Fix `crypto/defi/anchor` (#4892)

* handle defi anchor exceptions

* reason

* mypy

---------

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

* fix windows pyinstaller subprocess fail if space in path

* remove API_IEX_TOKEN

* remove API_SENTIMENTINVESTOR_TOKEN

* make -h actually work

* black ./

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-28 12:44:59 +00:00
teh_coderer
70f74854d9 hotfix / no window if raw/export (#4809)
* no window if raw/export

* Update databento_view.py

* tests
2023-04-17 16:50:35 +00:00
teh_coderer
401a78278d Interactive Charts Improvements (#4586)
* ship it

* edits to bot docs

* Update generate_sdk_markdown.py

* splitting installation

* Update plotly.html

* no pywry print if using sdk

* Update popups.js

* Update plotly.html

* Update popups.js

* update bot index.mdx's, ramenize generate_index.py

* remove older index.md files

* added logic for light themes, refactor `generate_sdk_markdown.py` for reference cards

* reshow modebar

* Update plotly_helper.py

* fix reset reloading of env files

* refactor doc generation files

* Update plotly_helper.py

* cleanup

* Update generate_sdk_markdown.py

* Update plotly_helper.py

* updates

* fix csv_columns select overflow

* for james with love

* remove division `/ 1000`  from options_view

* Update backend.py

* Update popups.js

* csv plot candlestick logic for same Yaxis

* Update plotly_helper.py

* Update plotly.html

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-03-27 22:04:41 +00:00
montezdesousa
b19dc5205d Remove matplotlib references (#4479)
* remove theme refs

* will come for dtabento later

* remove theme refs except databento

* ruff

* remove mpl variables

* mpl still used in po

* move databento to plotly

* pylint

* ruff

* theme ref to openbb_terminal

* juans sugg

* fix: removed raw arg in `display_candle` which could return the dataframe and error, added figure to `export_data`

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-03-15 14:25:59 +00:00
jose-donato
40cfe8148d Interactive tables using react (#4386)
* feat: experimenting tables with react

* feat: adding new interactive tables

* feat: adding more table features

* small changes

* update

* Update backend.py

* Update backend.py

* fix: dark mode?

* feat: lot of table improvements

* fix: my b

* fix: load only when prod

* feat: naive detect links and dates

* handle index and column names

* increased min width

* codespell

* mypy, pylint

* fix: added new chart, export, etc

* testing

* updates

* fix : add PLOT_OPEN_EXPORT,  USE_INTERACTIVE_DF to user dataclass

* bump pywry version, readd removed `plots_backend().start()`

* req files

* Update unit-test.yml

* Update unit-test.yml

* Update unit-test.yml

* updates

* fixing some date things

* update table

* fix formatting with timezones

* fixing some long prints and tables

* Mickey Mouse

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

* fix: ?!?!?

* adding limit arg to all print_rich_table

* tests

* lint

* simple by Default on interactive charts

* playing with some css (thks jose)

* Fix #4426

* Edit some structure

* fix sdk generation

* Update backend.py

* fa menu tested and working

* fix #4460

* fix #4460 drop indices

* update tests

* update tests

* Update helper_funcs.py

* tests

* Update unit-test.yml

* Update etf.ipynb

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: teh_coderer <tehcoderer@users.noreply.github.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-13 17:50:48 +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
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
Colin Delahunty
cebf454cdf Added flake8-simplify (#4227)
* Added flake8-simplify

* Update linting.yml

* update.  left 1 for you colin

* Fix that one

* Missed

* Fix

* mypy

---------

Co-authored-by: james <jmaslek11@gmail.com>
2023-02-20 19:27:34 -05:00
james
d73dfd3980 fixes for mypy 1.0 2023-02-08 19:14:25 -05:00
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
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
Henrique Joaquim
a37d9032e3 Hotfix/fix black (#4101)
* 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.

* black everything

---------
2023-02-01 12:33:15 +00:00
James Maslek
eb2c11060d Refactor requests throughout (#4033)
* bump

* Initial function write

* Delete this line from yaml

* Changed all the main things - Need help on tests

* pylint errors

* Tests v0

* Tests v1

* Tests v2

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-01-27 14:01:07 -05:00
Jeroen Bouma
a6042b8578 Copy paste all the sheet names (#4035)
* bump

* Update ALL the exports with sheet name option

* Update contributing too

* Add in sheet name to each docstring

* Update tests

* Fix the small things for tests

* Converting CONTRIBUTING.md back since I put minimal changes in and it complains

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

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

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Update tests due to yfinance error

* I broke tests and fixed them

* Fix tests?

* Missed a few sheet name additions

* missed one more

* Fix some missing sheet_name parameters

* Fix a test I broke

* Update tests due to changes with sheet_name

* Update stocks and common

* Mutual funds just because

* Portfolio update

* Update Forecast

* Update Futures

* Update ETF

* Update Economy

* Update Crypto

* Update others

* Update documentation to explain --sheet-name

* It should be None test

* Add None for sheet_name since empty string can result in errors

* Formatting

* Fix tests

* Update documentation

* Also update the image

* Add back to options commands

Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-01-26 09:53:21 -05:00
Henrique Joaquim
3f9c961b9a Hotfix/fix integration tests (#4025)
* 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

* removing leftover test

* fix forex test to use simple pairs

* fix key error in portfolio test

* fix pylint

* fix stocks_bt test

* fix ca tests

* fixing condition

* fixing int tests

* skipping shroom tests

* adding /red

* linting

* making pre commints happy

* linting

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>
2023-01-24 17:23:28 +00:00
montezdesousa
f34b474052 Fix integration tests bugs (#3993)
* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-17 17:34:10 +00:00
Nate
052c16f87e Added single block data from Blockchain.com (#3406)
* Added single block data

* Added single block data tests to test_blockchain_model.py and test_blockchain_view.py

* Made changes requested by reviewer.

* Updating with some of the new changes.  Still have some to fix.

* Changed everything requested except a couple I need help on.

* Finished the last two changes.

* Resolving

* Added function for sdk and fixed a linter issue.

* Formatting

* Fixed tests

* tests

* Fix tests

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-04 10:20:44 -05:00
montezdesousa
bfc4c021e7 Fix incorrect date typing in signatures (#3524)
* Report fixes

* replace wrong typing

* mypy

* mypy again

Co-authored-by: james <jmaslek11@gmail.com>
2022-11-22 17:15:40 -05:00
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
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
James Simmons
35c2177460 fixing model, view, and controller (#3439)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-17 15:05:10 -05:00
teh_coderer
59d8b36bb0 [IMPROVE] Fix Docstring formatting/Fix missing, incomplete type hints (#3412)
* 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

* update

* Update generate_sdk_markdown.py

* Create .pydocstyle.ini

* added type hint classes for views

* fixes

* alt, ba

* alt-economy

* Update finviz_compare_model.py

* fixs

* Update substack_model.py

* Update generate_sdk.py

* last of my section

* porfolio

* po

* Update optimizer_model.py

* fixing more things

* few more

* keys done

* update

* fixes

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* mypy forecast fix

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* fixes

* forecast fixes

* one more fix

* Update coinbase_model.py

* Update generate_sdk_markdown.py

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2022-11-15 16:37:49 -05:00
montezdesousa
f1de004567 Remove signatures with volatile date defaults (#3385)
* 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

* fix dates active command

* fix crypto.change formats

* fix eb formats

* nonzero fix

* format dates crypto.load

* format supply transac

* format hr altindex

* format load crypto

* regenerate docs

* format ba trend dates

* regenerate docs

* format ba trend

* candle defaults

* fix sentiment test

* remove unused import

* shopt

* shopt again

* revert crypto helpers

* test shopt

* fix some tests

* skip trending test

* fix alcoin test

* helpers

* write docs

* rewrite helper

* fix crypto dd defaults

* fix some date defaults

* regenerate website

* fix santiment model

* fix get trending

* fix more defaults

* generate website

* fix ftd view data default

* black

* regenerate website docs

* regenerate docs

* refactor remaining funcs

* pcr doc

* Checkout from main

* flake8

* regenerate docs

* regenerate docs

* fix build

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-15 11:19:14 +00:00
Henrique Joaquim
0ae89d6cc2 Style fixing: removing --ascend/--descend (#3395)
* stocks candle to use reverse

* qa raw to use reverse

* etf candle to use reverse

* oss rossix to use reverse

* crypto/defi to use reverse

* crypto/disc to use reverse

* added test

* crypto/dd to use reverse

* crypto/onchain to use reverse

* crypto/ov to use revert

* forex candle to use revert

* conibase controller to use revert

* tests to use reverse

* covid to use reverse

* removing ascend

* removing ascend from econ

* more removing ascend

* more removing ascend

* more removing ascend

* fixing stuff on .md files

* fixed economy controller tests

* fixed screener tests

* fa controller to use comma separated when multiple inputs
2022-11-14 15:04:34 +00:00
montezdesousa
46141766d7 Sdk dates (#3354)
* 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

* fix dates active command

* fix crypto.change formats

* fix eb formats

* nonzero fix

* format dates crypto.load

* format supply transac

* format hr altindex

* format load crypto

* regenerate docs

* format ba trend dates

* regenerate docs

* format ba trend

* candle defaults

* fix sentiment test

* remove unused import

* shopt

* shopt again

* revert crypto helpers

* test shopt

* fix some tests

* skip trending test

* fix alcoin test

* helpers

* write docs

* rewrite helper

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-11-13 11:37:14 +00:00
James Simmons
c8df2c39ce Removing autocomplete for all limit (#3322)
* all limit fixes

* flake

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-10 13:13:48 -05:00
James Simmons
58a36d24b7 plots and stuff (#3231)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-03 16:09:42 -04:00
andrewkenreich
09f753da1c More Fixes to Crypto + key sort (#3244)
* fix #3095 - autocomplete and command working + key sort

* fix #3056

* fix [Bug]  bugs #3048

* fix [Bug]  bug #3017

* sort -> sortby, not ascend, tests

* fix my goof ups

Co-authored-by: james <jmaslek11@gmail.com>
2022-11-03 11:45:40 -04:00
James Simmons
f6de56566d fixing 3 more (#3229)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-01 16:28:46 -04:00
James Simmons
ba1068ee47 Fixing 6 crypto bugs (#3228)
* fixing 6 crypto bugs

* fixing filter stuff

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-01 08:21:37 +01:00
montezdesousa
cf9670303c Populate model functions with check_api_key decorator (#2755)
* fred decorator

* fmp decorator

* quandl decorator

* reddit decorator

* polygon decorator

* twitter decorator

* news decorator

* tradier decorator

* cmc decorator

* binance decorator

* finnhub decorator

* iex decorator

* sentiment investor

* walert decorator

* glassnode decorator

* coinglass decorator

* cryptopanic decorator

* bitquery decorator

* smartstake decorator

* messari decorator

* github decorator

* santiment decorator

* eodhd decorator

* import check_api_decorator

* fix some decorators

* fix some decorators

* remove some decorator

* decorator fixes

* black

* mypy

* mypy again

* mypy again

* pylint

* decorator

* too many line

* fix fred ycrv

* mypy

* rewrite events test

* another try

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-10-12 17:36:49 +01:00
northern-64bit
28a0cfd2ee Improved auto completion (#2763)
* Adding improved auto complete to all menus

* Improve autocomplete

* Done

* Linting : fix unused imports

* Tests : fix help messages

* Fixing typing

* Tests : forex

* Tests: stocks

* Stocks/TA

* Linting

* Stocks/insider

* Portfolio/Broker/Degiro

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-10-11 16:07:24 +02:00
jose-donato
4b4e86ad3b Integration with Shroom (#2367)
* adding shroom

* added more shroom functions

* temp commit

* temp commit

* updated to use helper

* added tvl

* added shroom to keys

* tests

* updated to match didier fixes

* little fix in the example

* adding tests with Mr.Donato

* fixing decorator for models

* fixed tests for model w Mr.Donato Mr.Delahunty and Mr.Sousa

* feat: added shroom to keys

* added integration test

* re run tests

* fixing pylint

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: @montezdesousa
2022-10-10 14:22:43 +01:00
Theodore Aptekarev
63cc084b98 Clean up old api files (#2752)
* Clean up old api files

* Remove unused imports

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-10 00:27:55 +03:00
DidierRLopes
5c2394d63b fix crypto funcs (#2711)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-05 07:15:11 +02:00
Colin Delahunty
5bc7bc070e Tests over API Best Practices (#2344)
* Started new tests

* Added special function

* Improved dict

* Finished new test

* Got bad functions to 75

* Got bad func to 73

* Bad func down to 60

* Bad func down to 50

* Bad func down to 35

* Got bad func to 30

* No more bad functions

* Added tests

* Added fix

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Added tests to CI

* Fixed CI tests

* Fixed CI tests

* Imrproved CI tests

* Fixed reports

* Fixed reports

* Added stuff

* Removed CI

* Fixed

* Fixed some typing'

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-22 22:31:46 +01:00
Colin Delahunty
8731fbd692 Auto Generate API Documentation (#2360)
* Started auto doc generation

* Created a markdown document

* Added test changed to md

* Created working version of new documentation

* Made requested changes

* Generate docs for all

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-20 19:15:54 +01:00
DidierRLopes
8edf079041 Big refactor to be explicit about data sources (#2490)
* refactor stocks datasources

* add rest of data sources

* add_cmd without source

* forgot one tiny thing

* fix crypto tests

* fix forex tests

* fix etf tests

* fix economy tests

* fix oss tests

* fix remaining tests

* fix tests

* Rewrote vcr files

* Take 2

* fix test

* fix tests for FA

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-04 18:04:56 +01:00
hjoaquim
472b379540 Fix onchain issues (#2466)
* fixed column names  in the _view, that are being prettified on the _model

* fixed arg name and column names

* fixed argument names

* fixed arguments in wrong order

* fixed column names
2022-08-30 16:23:31 +01:00
Chavithra
9e1a58e2db Here we merge all API Refactor related branches (#2236)
* Update api.py

* Updated forex menu

* refactor ycrv command

* refactor ycrv command black

* refactor ecocal command

* Minh changes

* Adding space to test pushing

* title fix ecocal df

* get economic calendar annotation

* fix investingcom tests

* refactor index command

* refactor overview command

* give defaults to wsj view function args

* rename date args investincom

* refacto bigmac command

* fix ecocal typo

* refactor rtps command

* alphavantage gdp

* alphavantage gdp per capita

* alphavantage cpi

* alphavantage tyld

* alphavantage inf

* refactor macro command

* refactor macro command w helpers

* refactor treasury command

* fix macro on terminal

* treasury labels

* refactor maturities

* update treasury maturities doc strings

* refactor get economic calendar finhub

* refactor map command api

* display map filter choices

* route economy api to performance map

* route economy api to performance map

* display group choices on valuation command

* refactor performance and valuation commands

* refactor spectrum model and view

* add choices to spectrum controller

* delete image after view

* fix model tests finviz

* fix finciz view tests

* refactor futures

* fix some tests

* fix more tests

* fix controller test

* refactor fred series notes

* update fred notes docstring

* refacto fred series ids

* fix pred and qa when empty datasets

* refactor fred

* uncomment stuff

* refacto get series data

* fix some tests

* set defaults on args

* refactor fred yield curve

* black

* fix spell and remove ecocal names

* fix linting

* linting

* pylint fix

* change dangerous defaults

* Working through crypto fixes (#2256)

* Working through crypto fixes

* Continued adding crypto stuff

* Added crypto overview

* Added test fixes

* Added fixtures

* Fixed tests

* Fixed charting issue

* Removed broken APIs

* Final adjustments

* Added test fixes

* map get groups and get ycrv countries into old api

* exposed econdb helper funcs

* remove helpers

* refactor search indices

* linting

* refactor arg currency

* pylint from currency

* Started switching crpyto ascending to ascend

* Merging

* Portfolio model arguements, params, and docstring

* Refactored for etf commands (#2292)

* Refactored for etf commands

* Fixed tests

* Added load command

* Fixed menu

* Portfolio logic fixes

* Added econometrics (#2260)

* Added econometrics

* Fixed tests

* Simplified API

* Added test fixes

* Added test csv

* Allowed examples to be loaded

* Fund refactor (#2291)

* Fund refactor

* Changed fund_name and fund to name

* Changed ascending to ascend

* Stock menu refactoring for easier API usage (#2194)

* Stocks  refactoring for easier API usage

* Linting

* Refactor newly added features

* Linting

* Fixing tests

* Refactor common files used by stocks menu

* Fixing flake8

* Fix linting and tests

* Linting

* Fix flake8

* refactor insider_data

* refactor mentions

* refactor watchlist

* refactor sentiment

* refactor sentiment

* fix yahoofinance tests

* refactor load and candle

* refactor get_news and display_news

* refactor stocks.ins.act

* candle default matplotlib

* fix yahoofinance_view tests

* fix ark model tests

* fix ark view tests

* fix business insider model

* fix business insider view

* refactor csimarket model

* fix tests csi market model

* update dd controller

* fix get suppliers tests

* fix dd controller tests

* fix finhub tests

* fix finviz tests

* fix fmp tests

* fix marketwatch tests

* corrected argument keywords in test_bt_model

* corrected argument keywords in test_bt_view

* refactor fa controller

* refactor marketwatch view

* refactor gov controller

* fix tests fa av

* fix tests elect

* fix dcf tests

* fix polygon tests

* fix fmp tests

* fix quiverquant tests

* fix yahoofinance fa tests

* fix more fa tests

* fix insider tests

* fix more tests

* fix more tests

* fix options tests

* fix stock gov tests

* fix tests test_ba_controller

* fix tests for test_finviz_compare_model.py

* fixed 2 tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fix final tests

* fixed tests

* fixed tests

* Fix tests

* black

* forgot to black tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* flakefix

* Tests + code : Stocks / Discovery

* fix tests

* added recorder

* fixed tests

* fixed tests

* black

* black

* remove unused imports

* refactor display raw

* sia dicts fix

* pylint

* linting

* remove dangerous default

* fix tests

* fix beta model test

* black

* skip screener qa test

* change sector path to sectors

* update tests readme

* fix metric defaults

* black

* substitute lost ticker

* defaults cpic

* another round on sia

* refactor cramer

* reduce default tweets on sentiment

* refactor yf hist, corr, volume

* arkorders default

* refactor income, balance, cashflow

* refacto scorr, screener, getfinnhub

* refactor stockgrid

* ibkr refactor

* another round on stockgrid

* add dividens end point

* refactor discovery endpoints

* update docstrings with similar input

* refactor messages

* refactor ba

* refactor regioons

* refactor twitter sentiment

* refactor hist

* refactor regions

* give default to timeframe

* refactor bunch of defaults and arg names

* remove leftover imports

* refactor vwap

* let tests run

* fix tests

* fix stock tests

* fix stockanalysis tests

* flake

* MYPY

* Made important changes

* added fixes

* Fixed big issue

* Added fixes to tests

* fix qa tests

* fix tests

* fix 1 more test

* last stocks failing

* fix crypto test

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>

* fix portfolio tests

* change period to window

* update ca docstrings

* refactor get_similar_companies func

* Fixed

* Update CI

* Update CI 2

* Update CI 3

* Update dependencies

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-08-17 15:28:54 +01:00
Jalil F
96ed08daaa [Bugfix#2094] Fix handling of balances when user has no tokens. (#2095)
* Add edge case handlers for crypto balance. Resolves OpenBB-finance/OpenBBTerminal#2094

* Clear print statement.

* Run previous df generation.

* Run pure row merge.

* Fixing spacing.

* Adding test and fixing previous test failures.

* Clear comment.

* Adding vcr test.

* revert to old poetry.lock

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-17 13:33:16 +01:00
Jeroen Bouma
b749d6e3c6 Improvements within the Terminal for the Documentation (#2048)
* Change about us to open_terminal_documentation

* Change the home menu to be more compact

* Make changes to menu layout and change bottom bar

* Change about command to send you to the documentation and add about to bottom bar

* Add in about choices to all menus

* Adjust wording

* Adjust the website to match terminal commands and make adjustments for common menus

* Update the website and small change to about command

* Small adjustment to about command

* Remove update command

* Add some more info about arguments

* Fix broken link

* Add pro tip

* Update keys to work well with about

* Fix some common paths

* Add back in the update command with exception if packaged application

* Remove update comment

* Fix all the things

* Make about more robust and also add in exe

* Make sure that there are actual commands and menus
2022-07-06 13:52:26 +01:00
northern-64bit
5188884105 Crypto api fixes (#1959)
* Making pa active + pa minor features

Makes pa actice and adds country to the df. The groupby command also gets percents of holding allocation. It also fixes warnings and prepares for a later pr that I'm currently working on.

* Fix linting

* black linter

* Fixes

Should fix everything

* Linting

* Making pa controller to base class standard

* Fix linting

* Refactor API to accept Crypto Symbol as an input argument

* Crypto API fixes

* Fixes

* Linting

* Linting

* More linting

* Fixes

* Tests : cryptocurrency/helper

* Tests : cryptocurrency/glassnode

* Pytest : Cryptocurrency/due_diligence

* Pytest : cryptocurrency/discovery

* Pytest : cryptocurrency/due_diligence

* Remove not a needed function argument

* Linting

* Test fixes

* Fixing mentioned fixes

* Test fixes

* Tests: cryptocurrency/defi

* Fix linting

* Final test fixes

Co-Authored-By: Chavithra <6114398+Chavithra@users.noreply.github.com>

* Fix merge

* Linting

* Fixing error

* Linting

* Removed long link

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Chavithra <6114398+Chavithra@users.noreply.github.com>
2022-07-06 13:08:32 +01:00
Sam Kerr
497324d75f Preferred data source for a given command and help docs for any command (#1928)
* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Forex controller

* Tests : Fixing `parse_known_args_and_warn` issue

* Comparison Analysis controller

* Tests : Comparison Analysis

* Tests : Stocks/DarkPoolShorts + Stocks/Options

* Tests : fix call_load tests

* Linting : fixing line size

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-06-14 20:23:55 +02:00