Commit Graph

17 Commits

Author SHA1 Message Date
teh_coderer
73e59804fc hotfix/ Include plotly.js in reports html + Improve Charts in Reports (#5126)
* 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
dd41b8461d Fixed crypto, economy, forex commands inreports menu (#4717) (#4729)
* Fixed `crypto`, `economy`, `forex` commands  in`reports` menu

* Modified sdk.py to use Feedparser API to get news
* Made `basic_info` and `trading_pair_info` tables look prettier in `crypto` template
* Fixed news dataframe by modifying the columns in `economy` and `forex`

* Modified `trail_maps.csv` and generated `sdk.py`

* fixing forecast dashboard

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-12 09:57:05 +00:00
Adi Sai
4fe6cf44a3 Feature: Ultima Insights NewsMonitor Integration (#4685)
* fix typing issue that prevents running

* news monitor integration for news

* UX improvements with news monitor integration

* italicize riskExtDesc

* minor cosmetic changes

* minor cosmetic changes

* minor cosmetic changes

* Update ultima_newsmonitor_view.py

* minor fixes to launch properly

* setting Ultima API key

* Ultima NewsMonitor integration into terminal done

* integration of the commands is done

* add Ultima to SDK trailmap, but SDK generation failed on M1 Mac

* add tests

* add unit tests

* Linting and sdk

* display message if not supported by Ultima News Monitor

* Update api-keys.md

* fix stock controller problem + remove source filtering from Ultima

* remove source filtering from Ultima

* add report issue message

* add some error handling in the view to ensure unsupported companies don't get fetched

* remove powered by Ultima Insights from console output

* ran black formatter to fix linting issues

* fix ruff issues

* fix pylint issues

* lint fix

* fixed linting issue and changed keys in the Feedparser model

* get all tests to pass

* proper testing with --record-mode=rewrite

* re-run tests for updated VCRs

* redid black formatting

* re-run test_print_help in stocks controller

* make breaking news output consistent and re-run tests

* remove unused import time

* reran tests with --rewrite-expected

---------

Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-05 05:33:48 +00:00
Henrique Joaquim
13a91af400 Remove references to environment variables (#4633)
* removing references to test_mode as env variable

* removing references to os.getenv

* adding functions to change system properties

* removing references to env

* introducing set_system_variable and removing change_logging_suppress function

* removing change_test_mode and change_debug_mode

* removing change_log_collect

* adjusting config_terminal and generate_sdk

* generating the sdk

* removing unused imoports

* introducing DISABLE_STREAMLIT_WARNING

* removing load_env_vars

* test_print_help test

* sync tests

* rewrite tests

* setting the auth to True as default

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-04-03 16:22:41 +00:00
Henrique Joaquim
f87154beb8 Handling log supression (#4625)
* 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
Henrique Joaquim
e99fd90361 Patch reports (#4428)
* fix equity report

* fix economy report

* fix etf report

* fix forex report

* fix portfolio report

* fix crypto report

* fix forecast report

* fix sdk generation

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 16:05:51 +00:00
teh_coderer
602cfa2c8c [POC] Plotly Backend (#3941)
* Update portfolio_view.py

* mypy 1.0 test

* Update helpers.py

* black

* ruff

* Update thought_of_the_day.py

* isort

* Update portfolio_view.py

* Update business_insider_view.py

* funds,bt,ca,fa view updates

* economy,etf,futures view updates

* econometrics regression

* mypy

* reports notebooks, PlotlyTA class adjustments, crypto finbrain view

* crypto views updates

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

* update docstrings

* Update sec_view.py

* portfolio reports

* Update equity.ipynb

* ruff

* mypy + equity reports

* Update yahoo_finance_view.py

* Update economy_controller.py

* clean up returns

* mypy

* finished dashboards/reports templates

* update some tests

* Update common.py

* Update account_controller.py

* Update banner.txt

* update tests

* tests

* Update helpers_denomination.py

* tests

* tests

* finished tests, refactor add_histplot/add_corr_plot

* ruff

* Update backend.py

* mypy

* Update backend.py

* pywry linux libs for tests

* pywry version bump

* OpenBBFIgure import changes

* Update business_insider_view.py

* Update backend.py

* tests

* bump pywry version

* forecast plot_explainability converted to plotly

* Update helpers.py

* tests

* Update helpers.py

* tests

* Update helpers.py

* Update helpers.py

* default plotly annotation `showarrow` to false

* Update backend.py

* fixes

* Update poetry.lock

* docker

* Update openbb.dockerfile

* up

* Update style.css

* bump pywry version

* Update unit-test.yml

* Update unit-test.yml

* figure to image/pdf export

* requirements txt files, pywry version bump

* mypy, pylint

* cleanup

* Update covid_view.py

* Update helper_funcs.py

* Update backend.py

* updates

* Update backend.py

* Update backend.py

* bump pywry version

* Update poetry.lock

* Update trailmap.py

* update reports

* Update custom_indicators_plugin.py

* Update momentum_plugin.py

* equity report

* reqs files

* Update fred_view.py

* ruff

* Update po_view.py

* bump pywry version

* reqs txt files

* fix installer icons for mac

* test updated torch/darts/pyinstaller on mac

* Update dashboards_controller.py

* Update terminal.py

* Update terminal.spec

* Update terminal.spec

* test

* Update poetry.lock

* Report adjustments, improved dashboard subprocesses termination

* pylint

* Update plotly_helper.py

* Update plotly_helper.py

* pylint

* revert darts

* test

* test

* fix

* improve shap scatter plot

* Update helpers.py

* Update helpers.py

* cleanup

* Update runa_view.py

* more cleanupp

* fixes

* update tests

* Update intrinio_view.py

* Update intrinio_view.py

* Update intrinio_view.py

* reqs files, poetry lock

* Update backend.py

* test for new icon

* Update fmp_view.py

* updates

* Update plotly_helper.py

* Update businessinsider_view.py

* ruff

* pylint

* fix previous merge

* Update plotly_helper.py

* update reqs files

* Update directories.py

* fix alt covid

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

* Update covid_view.py

* refactor cleanup

* plotly_ta adjustments

* terminal wide ignore print_table if export

* Update plotly_helper.py

* forgot to save a few

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

* Update ta_class.py

* Rename env variable name required to return plotly json

* Resolve pydocstyle warnings

* Resolve linting errors

* revert forecasting/pyinstaller versions

* Update terminal.spec

* finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing

* update deps

* Update backend.py

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

* Update config_terminal.py

* Update backend.py

* black

* clean up

* Update fred_view.py

* Update ta_class.py

* Update ta_class.py

* Update plotly_helper.py

* sync fixedincome

* Update ecb_model.py

* convert excel to csv for faster processing

* cleanup

* remove excel files

* Update terminal_controller.py

* update tests

* adjustments/missed figs in export_data

* Update cryptocurrency_helpers.py

* fixes

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

* Update plotly_helper.py

* Update etf_controller.py

* Update etf_controller.py

* margin arg for export_data func figures, some plot adjustments

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

* cleanup

* update

* req file updates

* views

* Update backend.py

* update tests

* Update test_load_none[btc-usd].yaml

* convert merged cpi chart

* linting

* updates

* clean

* tests

* Update openbb.dockerfile

* remove test docker in root

* Update CONTRIBUTING.md

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-03-01 22:48:45 -05:00
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
a3419d0844 deps update (#3800) (#3801)
* deps update (#3800)

* statsmodels

* delete very old files

* Lots o tests

* etf tests

* OPtions tests

* Pin psutil for m1 build

* stocks rewrite expected

* pyproject comments + portfolio test

* disc/ark view test

* dcf coe

* dcf view

* stocks screener

* dcf model

* etf controller

* insider views

* dps view

* ca menu

* stocks/qa

* skip bt tests

* get rid of pymongo from .spec

* One last skip

* Allow finviz to be 1.4.4

* oops forgot to get rid of my debugging

* remove bson from spec because no more pymongo

* make requirments txt and requirements be finviz 1 4 4

* try hidden import

* Gray sweatpants

* Add files to spec

* Revert "Allow finviz to be 1.4.4"

This reverts commit 9581993b4f.

* Revert "Pin psutil for m1 build"

This reverts commit 07fa2d1be0.

* Revert "statsmodels"

This reverts commit 2e431b5d34.

* Revert "deps update (#3800)"

This reverts commit d9fb8a288c.

* Re-solve dependencies

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-12-20 23:45:29 +01:00
Henrique Joaquim
af7334a6ef Out of the box crypto report (#3794)
* working crypto report

* fixing news

* fixing the condtion's logic

* changed the load source

* added example

* trying to get rid of binance
2022-12-16 13:55:06 -05:00
James Maslek
3dd9fb9567 Fix reports after SDK changes (#3444)
* Fix sdk changes

* Forex report

* Crypto Report

* etf report

* economy report
2022-11-17 12:43:40 -05:00
Chavithra
daad177673 SDK : use _chart for views (#3429)
* SDK : use _chart for views

* Linting

* Update reports

* Remove chart=True in reports

* Linting

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-16 16:07:29 +01:00
Henrique Joaquim
c9be1155c2 Fix #3326 (#3425)
* removed get_coinpaprika_id from the view

* reorganized a bit

* removed unused functions

* removed unused functions

* removed unused imports

* cleaning

* cleaning

* fix tests

* fix template report

* fix template report

* fixing imports

* fixing imports

* fix report

* fix report

* fix report

* fix tests

* small fixes after merge

* linting

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2022-11-16 14:13:21 +00:00
James Maslek
cef1fca090 Change common trails to no trails (#3419)
* Change common trails to no trails

* Update templates

* fix ta/qa switches

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-14 16:45:47 -05:00
Chavithra
b93671ad0b SDK : faster and simpler architecture (#3289)
* SDK : split features

* Fix linting

* SDK : remove functions

* SDK : update openbb object building

* SDK : comments

* Typing

* Typing

* Typing

* SDK : update logs

* SDK : Breadcrumb

* SDK : Breadcrumb + Operation

* SDK : spell

* Linting

* Tests : SDK

* SDK : Operation

* SDK : Operation

* Linting

* enable wrong import position

* added logging info

* added log supression

* reverted the order

* SDK : update trail_map

* log suppresion as configuration

* changes reports to use the new sdk

* changes dashboards to use the new sdk

* changes dashboards to use the new sdk

* updated the documentation

* Tests + Linting

* Replace old sdk by new sdk

* Linting

* SDK : import + map_dict

* Linting

* Linting

* SDK : sdk + trail_map

* Linting

* SDK : forecasting

* SDK : update import path

* SDK

* SDK : md

* Linting

* removed unused functions

* trunc args to a max of 100 characters

* added logging when exceptions

* .md files

* SDK : add signature on operation + linting + remove trail on Breadcrumb

* Linting

* Move tests

* Linting

* Linting

* Linting

* Linting

* Linting

* Linting

* Linting

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2022-11-09 22:25:12 +01:00
James Maslek
a2ab314da7 sia cleanup (#3134)
* sia cleanup

* Website

* Change load-> select to address #2609

* Change the list of tickers in vis

* change back to show if nothing
2022-10-29 00:22:35 +01:00
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