joshuabuildsthings
aec5c9ef6e
Hotfix/reports model render report sanitize inputs ( #5669 )
...
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com >
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com >
2023-11-07 07:06:43 +00:00
teh_coderer
a8eb862423
hotfix/ no username on reset ( #5161 )
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* fix no username on reset
* bump windows to 3.0.2.0
* 3.1.0.0
* Update terminal_helper.py
* Update widget_helpers.py
* Update poetry.lock
* fix dashboards/reports on installer
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com >
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2023-06-21 12:58:31 +00:00
teh_coderer
73e59804fc
hotfix/ Include plotly.js in reports html + Improve Charts in Reports ( #5126 )
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* include plotly.js in reports html, implement new plotly multi-legends feature
* use `ensure_backend` to `check_backend`, improve charts in reports
* requirements files
* fix files with `CRLF` line endings
* Update widget_helpers.py
* Update widget_helpers.py
* handle unsupported plotly multiple legends version error
2023-06-12 14:10:13 +00:00
Pratyush Shukla
8413d301a4
Added fix ( #4718 )
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* Added fix
* cleaning up reports
* linting
* improve chart library
* Modified line 185 in reports/reports_model.py
* removing unncessary lines
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt >
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt >
2023-04-10 08:23:24 +00:00
Henrique Joaquim
f87154beb8
Handling log supression ( #4625 )
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* simplifying the way we deal with the SystemModel by removing the need for system.json file
* removing the responsability of supression from the controllers
* supressing logs on reports
* fix etf report
* supressing logs on dashboards
* black
* typo
* ruff
* pylint
* refacotr def extract_parameters
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2023-03-31 08:40:14 +00:00
montezdesousa
475ebb5acd
[WIP] Migrate user, feature flags and configurations to dataclass ( #4309 )
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* 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
xinbaDev
6e3a683beb
fix variable name ( #4289 )
...
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2023-02-19 20:11:51 -05:00
Tan Yong Sheng
5705675218
Report rendering can't handle save path for users that have a period (.) in username ( #4235 )
...
* fix reports not recognize dot path
* Formattiing
---------
Co-authored-by: Yong Sheng Tan <yongsheng.tan@shareinvestor.com >
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2023-02-14 10:17:14 -05:00
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
Jeroen Bouma
49641bd9e8
Update the routine, portfolio and screener files and adjust the documentation ( #4021 )
...
* Remove undesired example files
* Update the documentation for routines
* Add in video
* Add some additional text
* Add in a routines example that can be activated with --example
* Remove default old examples
* Add portfolio example holdings file
* Add portfolio optimization example allocation file
* Add example files for the portfolio menus
* Remove code that unintentionaly prints the home menu on every routine
* Add home instead of /
* Remove requirement to add file if you have an example
* Ensure portfolio/po/params also talks about docs correctly
* Move all routine, portfolio and screener presets to the correct folder
* Remove presets since they are moved
* Remove presets since they are moved
* Same implementation as for file in po
* Adjust code so it works with new folder
* Adjust code so it works with new folder
* Adjust code a little since I changed folder
* Update screener documentation to include how to create a screener
* Remove old readme
* Update documentation to better reflect where to find the files
* Also update SDK notes
* Update exe with auto complete and more info
* Add images
* Update images and the last script
* Update text to make it more apparent that it has an example attached
* Add section for routine scripts on home menu
* Make call_about more robust and add record and stop
* Update the routine markdown with info about record/stop including video
* Update scripts
* Update portfolio report
* Update tests and report
* fix small load bug
* rewrite help test
* last fix was buggy
* example by default
* fix po integration test
* keep example on arg
* adapt integration test
* fix portfolio integration test
* fix more portfolio integration tests
* pa is not an option anymore
* portfolio report choices only holdings
* update integration test for portfolio report
* Small formatting improvements
* Remove sleep and fix inconsistent return
* Some spelling
* oops
* Fix tests
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local >
Co-authored-by: James Maslek <jmaslek11@gmail.com >
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com >
2023-01-30 13:22:32 -05:00
montezdesousa
02901f1473
Trim command output spaces ( #3424 )
...
* first round of removing spaces
* remove more print statemnts
* remove more spaces
* bullbear color
* spacc color
* improve stalker readability
* delete more spaces
* reddit colors
* rever hood
* flake8
* forgot this one
* fix econometrics tests
* fix econometrics tests
* fix more tests
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2022-11-16 11:47:24 +00:00
montezdesousa
f9086d6f38
Portfolio menu bug fixes ( #3204 )
...
* normalized way moving average is treated and prevent huge exception prompt
* changed descriptions on docs
* change to check_positive_float
* add integration tests
* fix linting
* add more integration tests
* add more integration tests
* fix linting
* add some po integration tests
* fix flag without prompt
* change orderbook to transactions
* limit warning to portfolio
* change print help
* format portfolio var
* reformat controller
* reformat es
* remove autocompletion
* change print help
* add percentage symbol to summary
* fix holp holv
* fix scripts
* update website doc
* add tqdm progress bars
* fix table spacing
* identify mret tables
* remove positive float from rfr
* flake8
* pylint
* fix reports
* revert to old menu help
* revert to old menu help
* Update test_portfolio.openbb
* quick change on empty lines
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt >
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2022-11-09 10:46:42 +00:00
montezdesousa
a9787dd2d1
Refactor reports menu and make it work on installer ( #2878 )
...
* start papermill rollback
* move reports to templates folder
* comment some stuff
* refactor reports controller
* change var names
* clean ctrl class vars
* small refactoring on metadata search
* relocate some func
* breaking changes
* revert some changes
* destroying changes
* change menu appearance
* change menu appeaerance again
* update choices
* change some assets locations
* remove unused vars
* change some docstrings
* rename vars
* its working
* forgot one dash
* omg its working
* clean some code and doc
* change func name
* fix a bug and add some comments
* fix economy report startup
* add custom reports
* allow custom reports
* forgot to delete this
* unused import
* make somestuff more explicit, 5 min rule
* add helper func
* supress errors--no-verify
* add some type checks
* fix check ipynb func
* check inputs in run
* rewrite some integration tests
* remove unused import
* add some docs to website
* add auto completion
* warn if no forecast
* add to do
* add arg name if 1 arg
* add papermill pointing to github main
* add notebooks
* fix terminal spec
* relocated choices files
* merge main
* relocate website docs for reports
* limit user choices
* fix portfolio auto completion
* limit choices fix
* clean som edocstrings
* limit user choices in run command
* improve run parser
* fix msg
* add reports controller tests
* relax crypto choices limit
* contain commands
* pass pre commit
* flake8
* flake8
* ignore mypy
* pylint
* website
* move docs to jupyter tab
* add installer dep
* remove etf
* remove reports
* update reports to main
* handle events erros
* rever reports to previous commits before main merge
* add papermill installer strategies
* add flags to terminal
* avoid sdk crash
* execute notebook in thread
* remove unused sys
* execute report in a child process
* fix some notebook stuff
* fix portfolio report
* fix reports controller volatility
* change api to sdk
* move images
* remove som unucessary installer imports
* remove debugger warning
* move ipykernel launcher
* supress notebook crash
* remove portfolio decorator
* fix run command
* forgot to change this
* add images
* fix portfolio report
* fix crypto report
* linting and tests
* add run integration test
* pylint
* hide reports module args
* try at supressing args
* try at supreccing warning
* solve some os issues
* handle pm errors
* fix warning unrecognized arguments
* change comment
* avoid crash when parameters not found
* fix etf commands
* minor cleanup
* update forecasting check
* fix some linting
* fix futures test
* pylint
* limit user choices to prompt
* limit user choices to prompt
* supress warnings
* revert poetry lock back to main
* papermill pointing to main
* flake8
* forgot requirements
* Update helper_funcs.py
* Update reports_model.py
* choices
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt >
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com >
2022-10-26 21:27:30 +01:00
