Commit Graph

134 Commits

Author SHA1 Message Date
nectariosouzo
29a5d273b8 Create holdings' performance for ETFs 2023-09-24 12:50:43 -04:00
DidierRLopes
18caebf116 Allow to execute reports url from reports menu (#5385)
* allow to execute reports url from reports menu

* lint for James

* ruff

* ruff

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-28 17:32:51 +00:00
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
DidierRLopes
1036308f35 1st integration with TimeGPT-1 (Beta), from Nixtla (#5292)
* integrate time gpt from Nixtla

* add to reqs

* add residuals to timegpt

* fix some bugs

* remove twitter functions

* remove twitter functions and all references to it

* start work to integrate date features

* add date_features to timegpt

* remove twitter functions

* remove twitter functions and all references to it

* Update deps for timegpt + askobb

* Update forecast load to set an index to date

* lint

* spell

* mypy

* mypy2

* blac k

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-25 15:28:34 +00:00
Danglewood
f1eee44cab Feature/options_views: Add a Variety of Views/Charts to Extend the OptionsChains Class (#5222)
* add options_chains_view

* vsurf charts

* skew for strike vs contract

* doc string

* add chart_volatility

* linting

* codespell

* mypy

* types

* tmx mypy

* update test file

* add synthetic long/short to strategies

* updates test_options_chains_model.py

* updates some docstrings

* update documentation

* actually commit the documentation page

* update documentation screenshots

* try catch for 403 error

* add tests for options_chains_view

* int64

* SPX error handling

* add cboe options dashboard for terminal

* codespell

* enable mouse scroll wheel zoom for charts

* declare key values for all widgets

* add some more streamlit charts and tables

* fix test_yfinance_view.py

* conflict resolution

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 20:58:47 +00:00
James Maslek
87b5bdb521 Release Cleanup (#5233)
* turn hold off when run even if no figure

* Add warning text to PlotlyTA

* better wording

* fixes #5232

* Fix askobb + updaate reqs

* bump requests

* Couple other bumps

* Here we go with the mac builds

* That wasn't right

* Not gonna have a good time today

* Previous miniconda

* did that wrong

* Wrong version

* ?

* installer-url instead

* 3.1 not 5.1

* CONDA UPDATE

* Revert the mac builds

* Run poetry lock and update some packages

* bump poetry on unit test

* Fix one test

* Add vanilla 3.11

* Fix issue on runner

* One last try

* Remove windows conda :D
2023-07-20 22:26:05 +00:00
James Maslek
84f215d4bd Remove economy/rtps and stocks/ta/rsp (#5181)
* remove economy/rtps

* remove ta/rsp

* Forgot the sdk

* remove  from stocks/ta choices

* remove terminal ta intro reference

* remove sdk economy intro reference

* remove from integration tests

* delete gpt index txt files

* more .md files to remove

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-07-07 14:06:43 -04:00
Danglewood
8df31f8de4 feature/usd-liquidity-index: Adds USD Liquidity Index to Economy menu (#5174)
* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2023-07-06 15:50:10 +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
James Maslek
27bf7207ee Small enhancements (#5146)
* Cosmetic changes + timeout bug

* cant spell

* Fix #5085

* Handle ca tickers + fix tests

* wrong type

* pylint
2023-06-16 14:46:11 +00:00
James Maslek
250a78200b Move askobb to cmd and change question to prompt (#5141)
* Move askobb to cmd and change question to prompt

* spellings

* try lower case iignore words?
2023-06-14 21:26:59 +00:00
jose-donato
c5d5b511ac Adds crypto fees revenue command (#4067)
* fix: initial commit

* fix: extra stuff

* fix: lint

* fix: ruff

* fix: linting

* fix: ruff

* fix: pylint

* fix: maybe fixed tests maybe not

* fix: pr issues

* fix: tests

* fix: updated test locally

* fix: generate sdk cmds

* fix: added source

* fix: tests maybe

* fix: lint

* fix: tests

* test

* test

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-06-13 13:50:17 +00:00
Sai-132
6784a9af84 Feature/news sentiment (#4339)
* News sentiment feature added

* News sentiment feature added

* Integration test script file added

* Updated code as per PR Instructions

* API key setting and testing code updated

* Unused imports and line-too-long code updated

* Resolved conflicts in config_terminal file

* removed empty line in terminal_controller file

* Resolved conflicts and updated code for Setting API keys

* Suggested changes have been updated

* Changes updated

* conflicts resolved with data_sources_default.json file

* Code Updated For without API key

* Code Updated

* New changes Updated

* Resolved conflicts and code updated

* Small edits

* missed a spelling error

* fix test

* Lint

* pylint rewrite

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 16:26:35 +00:00
minhhoang1023
c34d703786 Large Language Model - Text to command (#4695)
* POC for text-to-command

* POC

* gimme -> askobb (#4740)

* Add file to generate index data

* Add generate index file

* Remove data file

* Modified data generator

* Update .gitignore

* linting

* run all cmds with root access. new!

* output msg

* modify model name

* weird logging issue

* refactor for new llama index version

* black

* in case model doesnt know

* black linting

* linting

* more ruff

* imports

* nicer messages

* removing function from economy

* poetry

* prompt refinement

* Update spec to bring in new files

* fix llama import

* help command

* missed trailing ]

* -q parameter

* remove experimental

* switching gpt model functionality

* update prompt

* tik tok on the clock

* fixed print statements

* user run commands

* add return

* fix

* fix

* removing a few depr functions

* Add filter for slashes in askobb query

* force -q command

* removing returns

* Add edge case for custom filter

* add back -q if its not in other args

* minor checks

* new prompt - a little better

* more cases for not finding answer

* return clause

* new txt with summaries

* update index ver

* new index

* Add a log_askobb

* revision on prompt

* black

* poetry lock

* req files

* Codespell

* ruff

* Linting some stuff.  Change OpenAI from local to HUB

* Update api-keys.md

* openai key

* remove this. bye bye mypy

* mypy

* mypy...

* mypy2

* fix test

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: martinb-bb <martin.bufi@openbb.finance>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 16:00:47 +00:00
Danglewood
a311ce4686 hotfix/deprecate-options-screener: Sunsets deprecated Options screener (#5111)
* Sunsets deprecated Options screener

* mypy

* docstring fix

* one more docstrings fix

* missed i18n.yaml artifacts

* pylint

* fix test
2023-06-06 18:40:52 +00:00
DidierRLopes
72a46fbfbf OpenBB Script Routines major improvement (#5005)
* Allow to set variables and do loops

* Fix mypy errors

* improve code

* mypy

* pylint

* accepts Openbb date keywords like 1MONTHAGO,LASTFRIDAY,3YEARSFROMNOW,NEXTTUESDAY

* warn fix

* add documentation for script foreach and vars creation

* refactor controller as per James request

* black linting

* add another warning

* Editing some routine enhancements (#5063)

* move routine to new file

* Move to relativedelta and add some tests

* Fix mocking

* Get match_and_return_openbb_keyword_date to 100% cov

* start testing parse script

* remove rogue prints

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* big improvement in routines tests

* mypy lint

* ruff lint

* lint

* typo

* test relative time

* cover edge case of home at end of script

* fix edge case for going to home at start

* explain better slicing

* foreach tests added

* lint

* allow foreach loops to have different var names that is iterating

* foreach more powerful

* warning when var in foreach is not used

* fail script when varname that iterates foreach loop is never defined

* black

* lint again

* ruff

* improve another edge case

* fix test and fix a description

* fix nft test and routine test

* why mutual fund test failing

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-30 17:33:59 +00:00
northern-64bit
8e21b340e0 Adds test for collinearity to the econometrics menu (#5018)
* Add `vif` command to the ecomometrics menu

Adds `vif` command, which tests collinearity by calculating the variance inflation factor.

* Fix spelling

* Fix ruff

* Fix ruff

* Fix mypy + add sdk example

* Fix mypy

* Fix pylint

* Fix input + error handling

* Remove rouge print + error handling for one column

* fix linting
2023-05-25 14:54:11 +00:00
James Maslek
6b9b840740 fix biztoc print on launch (#5004)
* fix biztoc print on launch

* missed something
2023-05-11 15:41:30 +00:00
Thomas Marban
29a297c2dc First introduction of news_biztoc — A new partnership with BizToc.com (#4864)
* First introduction of news_biztoc — A new partnership with BizToc.com

* 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

* Add autocompletion and merge into one news function + add to sources dictionary

* Autocomplete for the tag

* fix test

* Make a new sdk help[er for openbb.news

* pylint

* lint

* lint2

* Regenerate sdk

* remove cmd from list

* api-keys

* Update api-keys.md

Add images

---------

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>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2023-05-10 18:12:55 +00:00
northern-64bit
bde21f033e Adding GARCH (#4815)
* Add GARCH

* Linting

* Rearrange the econometrics menu

* Add integration test

* Add ret command + fixes

* Fix linting

* Fix linting

* Fix pylint

* Add logger to functions

* 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

* Convert to latex + requested changes

* Fix linting

* Remove unnecessary logger

* Add example

* SDK updated

* fix syntax on elite level math that I def know

* Fix docstring

* Fix example

* Fix

* Linting

---------

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>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-05-10 14:30:36 +00:00
Igor Radovanovic
30372676bf crypto/disc DappRadar update (#4918)
* Add API Key, test function

* Fix API key

* Add free NFT endpoints

* Add free Dapp Endpoints

* Add free DeFi Endpoint

* Add free Token  Endpoint

* Menu cleanup

* Update unit tests

* Update integration test

* ruff

* Description

* Update SDK model

* Trail map

* Fix map

* Fix map

* Update SDK cache

* Linting

* fix

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2023-05-03 11:56:07 +00:00
Igor Radovanovic
fd9d6fd030 Remove commas from i18n (#4952)
* Remove commas

* Update unit tests
2023-05-02 19:25:14 +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
Theodore Aptekarev
18204202ac Remove stocks/disc/cnews command (#4920)
* Remove stocks/disc/cnews command from terminal and sdk

* Remove disc/cnews tests and test data

* Remove cnews from default sources, translations and intros

* Remove old test data files that are not used anymore

* Add pydocstyle ignore statement to pyproject toml

* Fix print help in stocks/disc controller test
2023-04-27 16:24:13 +00:00
James Maslek
8ce8380ef3 Last minutes enhancements (#4885)
* Remove tab, fix overwrite, transpose exports

* missed some

* eodhd transpose
2023-04-24 23:04:21 +00:00
James Maslek
dceaabcf53 Get rid of twitter news bar (#4820) 2023-04-18 15:47:22 +00:00
teh_coderer
fea595c8a0 Hotfix/ Economy oecd_view docstrings Remove finviz image cmds (#4783)
* idk

* g

* Update oecd_view.py

* Update oecd_view.py

* Update oecd_view.py

* Update oecd_view.py

* remove spectrum,view finviz functions

* Update plotly.html

* Update plotly.html

* adjustments
2023-04-14 18:06:41 +00:00
montezdesousa
4cd5a8d5bb Split table and chart theme (#4767)
* split table and chart theme

* add comment

* add comment

* josé does not like white

* rename chart, style vars

* change settings controller help

* Update settings_controller.py
2023-04-14 13:23:31 +00:00
Danglewood
8b30f1a117 Hotfix/stock screener - Stock Screener Fixes (#4674)
* stock screener fixes

* improves error message, this is a FinViz preset

* removes non-screener functions from screener menu

* ruff

* removes tests for removed non-screener functions

* updates tests

* black

* ruff

* adds s&p 500 sector presets

* updates Terminal intro guide for stock screener

* Update screener.md

Updates guide with screenshots.

* Update screener.md

spelling

* updates SDK Intro Guide for Stock Screener

* pylint disable=too-many-lines --> disable=C0302

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 20:19:04 +00:00
montezdesousa
42b8a33c04 Remove routines after logout (#4702)
* save routines inside hub sub folder

* fstrings instead

* remove unecessary guest argument from logout func

* remove routines on logout and clean remove functions

* update session and local tests

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 12:03:39 +00:00
Henrique Joaquim
18409cf1aa Hotfix/keys menu improvements (#4699)
* avoid keys to alwyas check status

* ruff

* improve text on show flag

* removing force flag

* use bool

* improve help functionality

* fix tests

* trying to fool pylit

* using exception handling

* printing the result for a single key

* Don't check status if --help

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-04-07 09:43:41 +00:00
montezdesousa
f5230b26c0 Hub | sync, pull, sources and other updates (#4640)
* remove sync and pull

* ruff

* remove runtime fetch configs

* add comment

* reset when logged

* update translation yml file

* sdk regen

* print bold red messages if logout process fails

* fix sources not being applied

* handle bad json

* update hub links

* save terminal crash when sources file is broken

* add user defaults to gitignore

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

* black

* rewrite stdout

* fix session_model tests

* fix sdk session tests

* move paths

* remove duplicate line

* fix user being reset in test_logout_user test

* remove unecessary recording

* change colors msg

* remove repeated code
2023-04-03 13:49:53 +00:00
jose-donato
165abe2480 Adds foundation for dark mode from user (#4623)
* fix: adds foundation for dark mode from user

* start theme sync with hub

* send chart_tables to backend

* last fix

* fix: pushed table html

* fix: footer size wasnt correct

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-03 10:58:40 +00:00
northern-64bit
1fb918f6f9 Adds eval, lags, corr and season commands to the econometrics menu (#4462)
* Adds eval, lags, corr and season commands

* Fix ruff

* Fix linting

* Improve linting

* Fix linting

* Fix command parser

* Fix linting + bugs

* Add integration tests

* Fixes

* Improve `season` plot title

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-27 22:29:07 +00:00
montezdesousa
b6b42afd71 Hub | Add colors, sources sync (#4546)
* fix show version

* update login prompt and account

* update set preference

* fix account controller

* block login/logout if not called from account

* change conditions to start terminal

* fix required args account model

* add not to login command

* pylint

* accounte controller messages

* set default user when logout

* logout then show menu

* remove unused functions

* fix logging bug

* ruff

* fix account unittests

* fix session unittests

* refactor colors preference

* no theme, no party

* add colors sync

* dynamic theme

* add comment

* add colors to settings

* ruff

* linting

* update menu desc

* adjust keys sync flag

* write to dotenv sync flag

* english

* fix pull command

* fix edge cases

* handle some errors

* small bug

* change func name

* pylint

* no light

* colors preview

* ruff

* fix login logout preferences

* ruff

* delete folder

* pylint

* default, custom, hub

* fix clear

* docstring

* add preference exceptions

* set only rich style

* request theme only if hub

* linting

* change guest msg

* add option to update chart style on the fly

* apply style

* rollback to old terminal style

* fix console theme

* remove print

* remove hub rich style

* ruff

* mypy

* black

* Hub | Add sources sync (#4565)

* Add sources model

* adapt session model

* fetch sources dict

* rename local funcs

* set sources inside current user

* set sources inside current user

* generate sources dict from hub

* fix dict generator

* send request to hub

* fix conflict

* revert datasources to develop head

* fix docstring

* avoid invalid patch types

* add default option to sources

* fix small bug on sources

* ruff

* black

* remove (

* mypy failing only on git

* ignore mypy

* pylint

* fix settings controller

* Tests: fix keys model writing to .env

* fix keys controller test writing to .env

* ruff

* Test: fix account controller

* Test: fix account controller pull

* Tests: fix launch terminal

* Test: add sources to user object

* Tests: fix clear cmd tests

* ruff

* revert core/sdk changes

* TerminalStyle docstring

* upload config docstring

* remove comment

* remove unecessary pylint disable

* revert openbb_terminal/sdk changes

* Terminal style docstring

* docstring

* remove unecessary changes

* add TODO

* add other todo

* Tests: prevent sync from being written in .env

* change clear msg

* display sources source on menu

* update settings controller

* display keys source

* black

* sync not needed for pull

* remove sync from apply configs

* change func name for consistency

* Update test_keys_model.py

* save rich style in user folder

* search recursively inside styles

* set hub theme by default

* remove debug print

* allow any plot style

* comment plotstyle sync for now

* fix sources set terminal to hub

* ruff

* rewrite cassettes

* remove repeated settings

* rewrite expected
2023-03-27 16:59:36 +00:00
Colin Delahunty
865c4c0d79 Fixes crypto ov issue (#4574)
* Added a description

* Test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-24 14:08:46 +00:00
James Maslek
099a9db7dc Release -> develop (#4581)
* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release 2.5.0 (#4355)

* Rename SDK folder

* Fixing all the tests I hope

* Depreciate the sia menu

* Fix routine script

* Update SDK generation scripts

* This needed fixing anyways

* Regenerate SDK files

* Update paths in sdk helpers

* Regenerate the remains of the SDK

* Fix candle not working with symbol via the sdk

* Fix pydocstyle errors

* deps

* Add in Docstrings

* Push to website since I need to upload images

* typos

* Add in Fixed Income Guide

* Tests : fix cassette

* changes to layout and adding more content

* trailmap

* poetry

* updates to requirements files

* add `_try_to_login` to sdk generation, fix `_chart` in `about()` url

* sentiment analysis

* refactor

* changing to base model default

* rounding

* renewing poetry

* fixed poetry

* spacing

* black

* adds selectable models for realized volatility calculations

* fixes line too long

* Add intro guides to Fixed Income

* Fix some missing docstrings

* Fix website not working

* missed a few

* fix /economy/test_yfinance_view tests

* fix etf/test_stockanalysis_model.py

* fix etf/test_stockanalysis_view.py

* fix test_stocks_controller

* deprecating non used function

* update financedatabase to 2.0.4

* Delete SIA from OpenBB Docs and SDK

* Searching was not done properly for short name and index

* changes the default data source for crypto.load

* Fix tests I broke

* Little fixy fix to remove duplicates

* Fix tests

* typo

* adds check for empty dataframe

* Patch Equity Report

* Update so that image links to website

* linting v2

* silly imports

* adding tempfile

* add imap unordered

* reordering imports

* Adding databento as a source (#4293)

* First commit

* Baby steps

* Keys and sdk

* Fix import for api key

* Add SDK endpoints

* Test + api checks

* tests

* roque print of api key

* Changes

* minor

* custom timeout

* improve timeouts

---------

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

* Tests

* Integration test

* frozendict remove

* update spec

* rename sdk faq to troubleshooting

* add hidden import

* add hidden imports

* imports again

* valid url check

* new lines and prompt

* split imports

* more spec

* adds cones to the crypto-ta menu

* Fix tests

* Update code to reflect new changes to FinanceDatabase

* Small bugfix for DCF if you have no ticker loaded

* remove yfinance from news

* add reverse fx choices

* black

* ruff

* Add options greeks to the SDK

* Linting

* Delete rogue file and update test and add fixedincome to en.yml

* fix for options screener

* ruff

* updates tests for options screener

* reqs

* updates more test files

* rewrite for test_github_model

* rewrite test for test_syncretism_view

* removes test_view_available_presets[]

* black

* coverage

* adds option screener preset

* Update directories.py

* len & set

* set all list

* adds unit testing for cones

* ruff

* pylint

* adds options screener endpoint to SDK

* test markers

* Testing draft PR mode

* Update package to v2.0.7

* Remove etf/screener and tests

* Updated

* Merge reqs

* Updated readme

* hook test for pyinstaller

* Little fixy fix

* Remove etf/scr from SDK

* Update tests

* Update hook-whisper.py

* oops lol

* Update sdk

* update

* Etf

* removed old trailmap csv's

* Update fixedincome text

* add greeks to trail

* rouge file

* merge killed it

* fix test

* fix build failure

* catch for error message

* fix for frozendict

* caching search and prompting on hub

* whisper model prompts

* Fix long/short issue and fix transform issue

* separates volatility models from cones function

* Introduce CPI functionality

* improves error handling for volatility models when window length is too small

* ur welcome <3

* additional sanity check for volatility_view

* updates volatility_model test

* black

* Fix linting

* Make cpi a little bit more robust

* Add in missing value

* sdk updates

* update dep files

* Update trail_map_forecasting.csv

* import ordering pylint?

* fix trailing comma

* sorted trailmaps

* remove one test artifact

* rewrite test

* Adds the missing pieces.

* adds clickable URL in keys + Databento

* adds databento images

* adds images for Databento

* update deps

* req files

* swap order in databento

* ruff

* mypy

* lint

* sdk

* makes requested changes

* ruff v2..

* replaces screenshot.

* Removed because it shouldn't have been in this PR.

* ruff v3

* Minor edit, move installation to position 2 instead of last

* util linting changes

* linting for controller

* fix test

* test

* Revert some tests

* Guess not

* see if this sticks

* fixes

* Fix linters.  Add --video if not provided

* Checkout develop tests for keys

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@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: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Release/2.5.1 (#4368)

* Fix routine script

* Update SDK generation scripts

* This needed fixing anyways

* Regenerate SDK files

* Update paths in sdk helpers

* Regenerate the remains of the SDK

* Fix candle not working with symbol via the sdk

* Fix pydocstyle errors

* deps

* Add in Docstrings

* Push to website since I need to upload images

* typos

* Add in Fixed Income Guide

* Tests : fix cassette

* changes to layout and adding more content

* trailmap

* poetry

* updates to requirements files

* add `_try_to_login` to sdk generation, fix `_chart` in `about()` url

* sentiment analysis

* refactor

* changing to base model default

* rounding

* renewing poetry

* fixed poetry

* spacing

* black

* adds selectable models for realized volatility calculations

* fixes line too long

* Add intro guides to Fixed Income

* Fix some missing docstrings

* Fix website not working

* missed a few

* fix /economy/test_yfinance_view tests

* fix etf/test_stockanalysis_model.py

* fix etf/test_stockanalysis_view.py

* fix test_stocks_controller

* deprecating non used function

* update financedatabase to 2.0.4

* Delete SIA from OpenBB Docs and SDK

* Searching was not done properly for short name and index

* changes the default data source for crypto.load

* Fix tests I broke

* Little fixy fix to remove duplicates

* Fix tests

* typo

* adds check for empty dataframe

* Patch Equity Report

* Update so that image links to website

* linting v2

* silly imports

* adding tempfile

* add imap unordered

* reordering imports

* Adding databento as a source (#4293)

* First commit

* Baby steps

* Keys and sdk

* Fix import for api key

* Add SDK endpoints

* Test + api checks

* tests

* roque print of api key

* Changes

* minor

* custom timeout

* improve timeouts

---------

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

* Tests

* Integration test

* frozendict remove

* update spec

* rename sdk faq to troubleshooting

* add hidden import

* add hidden imports

* imports again

* valid url check

* new lines and prompt

* split imports

* more spec

* adds cones to the crypto-ta menu

* Fix tests

* Update code to reflect new changes to FinanceDatabase

* Small bugfix for DCF if you have no ticker loaded

* remove yfinance from news

* add reverse fx choices

* black

* ruff

* Add options greeks to the SDK

* Linting

* Delete rogue file and update test and add fixedincome to en.yml

* fix for options screener

* ruff

* updates tests for options screener

* reqs

* updates more test files

* rewrite for test_github_model

* rewrite test for test_syncretism_view

* removes test_view_available_presets[]

* black

* coverage

* adds option screener preset

* Update directories.py

* len & set

* set all list

* adds unit testing for cones

* ruff

* pylint

* adds options screener endpoint to SDK

* test markers

* Testing draft PR mode

* Update package to v2.0.7

* Remove etf/screener and tests

* Updated

* Merge reqs

* Updated readme

* hook test for pyinstaller

* Little fixy fix

* Remove etf/scr from SDK

* Update tests

* Update hook-whisper.py

* oops lol

* Update sdk

* update

* Etf

* removed old trailmap csv's

* Update fixedincome text

* add greeks to trail

* rouge file

* merge killed it

* fix test

* fix build failure

* catch for error message

* fix for frozendict

* caching search and prompting on hub

* whisper model prompts

* Fix long/short issue and fix transform issue

* separates volatility models from cones function

* Introduce CPI functionality

* improves error handling for volatility models when window length is too small

* ur welcome <3

* additional sanity check for volatility_view

* updates volatility_model test

* black

* Fix linting

* Make cpi a little bit more robust

* Add in missing value

* sdk updates

* update dep files

* Update trail_map_forecasting.csv

* import ordering pylint?

* fix trailing comma

* sorted trailmaps

* remove one test artifact

* rewrite test

* Adds the missing pieces.

* adds clickable URL in keys + Databento

* adds databento images

* adds images for Databento

* update deps

* req files

* swap order in databento

* ruff

* mypy

* lint

* sdk

* makes requested changes

* ruff v2..

* replaces screenshot.

* Removed because it shouldn't have been in this PR.

* ruff v3

* Minor edit, move installation to position 2 instead of last

* util linting changes

* linting for controller

* fix test

* test

* Revert some tests

* Guess not

* see if this sticks

* fixes

* Fix linters.  Add --video if not provided

* Checkout develop tests for keys

* merge release into develop (#4359)

* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add pydantic to reqs and get ffmpeg in docker image

* initialize session (#4360)

* Unpin old version of jsonschema (#4365)

* puts pip install openbb[all] inside quotes (#4366)

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

* Merge deps

* Hotfix/bug #3837 (#3942)

* Fix: Fixed spaces causing error in --sort flag at crypto/disc/...

* Fixed minor issues

* fixed formatting using black

* Ran tests locally

* fixed top command

* reverse flag to gainers

* reverse flag to losers

* fixed dappradar verbose exceptions

* tests

* tests

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Update release files

---------

Co-authored-by: jeroen <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com>

* hotfix/Fix troubleshooting and adding lines (#4379)

* Release Branch

* fix print_pretty_prediction, avoid error on DummyBackend.__version__

* Update gh-pages.yml

* fix removed start_required_configurations

* fix gh-pages yarn lockfile, integration tests libs

* ship it

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@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: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com>
2023-03-24 13:31:05 +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
1a1e8c0ed4 Add login command (#4509)
* fix show version

* update login prompt and account

* update set preference

* fix account controller

* block login/logout if not called from account

* change conditions to start terminal

* fix required args account model

* add not to login command

* pylint

* accounte controller messages

* set default user when logout

* logout then show menu

* remove unused functions

* fix logging bug

* ruff

* fix account unittests

* fix session unittests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-21 10:13:59 +00:00
Jeroen Bouma
6b4f0ad6da Add new functionality to measure country performance (#4514)
* Add in new country parameters

* Add in tests corresponding to the new commands

* Update SDK and some more robustness

* Update tests

* Update tests

* Revenue and spending didnt work, then saw spending has many more options

* Small bug

* Update tests and overall improvements

* Forgot to add ccpi

* Make more efficient

* Update tests

* Fix IDX issue within real gdp

* Add quarterly flag to fgdp

* Add integration tests

* Update tests

* Fix SDK and related bugs and fix CPI for SDK

* Zzzz tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-20 15:21:58 +00:00
James Maslek
f6c4554658 Deprecating some functions and removing old unused code (#4482)
* Deprecat some options features

* Remove bro/ally

* Missed the merge

* even out deps
2023-03-16 23:19:56 +00:00
teh_coderer
1fe786b79b Hotfix/Interactive in featflags menu (#4500)
* added `USE_INTERACTIVE_DF` to `featflags` menu, `console.print` changed value

* Got things working

---------

Co-authored-by: colin99d <colin99delahunty@gmail.com>
2023-03-16 16:09:12 +00:00
Jeroen Bouma
46fcf9c950 Add version featflag (#4487)
* Add version featflag

* Small mistake, ta also complained
2023-03-15 09:33:09 +00:00
Jeroen Bouma
87cea82808 Improve stocks/fa/enterprise, now stocks/fa/mktcap, functionality (#4424)
* Improve enterprise, now mktcap, functionality

* Update the scripts to work better with SDK

* Update the tests'

* Update integration tests

* Change SDK

* Spellings

* one more spelling

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 20:47:13 +00:00
James Maslek
f0d8fa65e5 Make the UI a little cleaner (#4405)
* Make the UI a little cleaner

* ta load

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-06 13:57:32 -05:00
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
james
9e5940324f Trailmap merge 2023-02-28 16:25:31 -05:00
Danglewood
134cfcdda8 resolve merge conflict 2023-02-28 07:36:38 -08:00
teh_coderer
3d9bc4c227 Merge branch 'develop' into feature/whisper 2023-02-28 10:23:00 -05:00
jeroen
6d3fc04a64 Introduce CPI functionality 2023-02-28 02:30:31 +01:00