Commit Graph

161 Commits

Author SHA1 Message Date
Abhishek Amar
5d9d71ec85 fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) 2023-10-23 18:34:12 +00:00
Danglewood
cba0c7facf fix couple of pylint errors 2023-10-02 10:25:33 -07:00
Colin Delahunty
141dd68e68 Removed prints (#5367)
* Removed prints

* FIxed typing

* FIxed typing

* Fixed typing

* Fixed typing

* Fixed typing

* Fixed typing

* Fixed typing

* Fix

* Reverted stuff
2023-08-23 18:40:31 +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
50c9d2c4ff Improve documentation (#5345)
* added fixes

* Added better error handling

* Added fixes
2023-08-18 14:51:37 +00:00
teh_coderer
6cf09392be hotfix/ /stocks/fa/pt show all price targets on hover (#5305)
* `/stocks/fa/pt` show all price targets on hover

* Update helper_funcs.py
2023-08-10 04:28:29 +00:00
teh_coderer
41ef3d416f Hotfix/ improve tables/charts (#5228)
* improve charts, tables

* update

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-19 23:58:32 +00:00
James Maslek
8b007785a1 Adds a matlab like hold on to plot on same axis (#5173)
* definitely not juan walking me through everything

* trying to pretty it

* start doing same axis with hold

* actually do the sameaxis correctly

* Better docstring

* Fix mypy

* mypy3

* pylint fixes

* Add message about candle

* might work, might now

* Update stocks_controller.py

* Update plotly_helper.py

* Update plotly_helper.py

* Make fmp view legends nice

* Update helper_funcs.py

* Add custom legends for when hold on

* bigger font

* add colors to new axes

* add custom title, remove location

* Start guide.

* Update plot-holds.md

Add figures

* More words

* Update plot-holds.md

* Finish guide

* tests

* Sneak in test updates for release

* guess not sneak test

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-07-19 23:29:24 +00:00
James Maslek
52c560d414 Close 2 stocks fa issues with polygon (#5217)
* Fix #5190

* Add quarterly back to polygon cash flow

* Add some to stocks statics

* lint

* Fix tests + balance all of a sudden not working
2023-07-14 14:27:04 +00:00
Igor Radovanovic
2fffa59b8b Fix shrs table (#5163) 2023-06-21 12:10:38 +00:00
Bim Phomthong
de45a661c3 Added error handling to check correspondence of fiscal dates in balance sheet and income statement (#5147) 2023-06-16 13:26:23 +00:00
Igor Radovanovic
08433a76c8 Fix income and cash flow statements (#5137) 2023-06-14 12:57:43 +00:00
Danglewood
b81aa22385 hotfix/fa-yfinance-plot - makes stocks/fa/income --plot output match everything else. (#5101)
* makes fa/plot output match everything else

* fix y-axis to be billions

* fix denominations

* black

* ruff
2023-06-05 14:37:18 +00:00
andrewkenreich
d1f734243e fixing rating command (#5081) 2023-05-31 13:05:58 +00:00
teh_coderer
979930b9e8 feature / Refactor Interactive Charts to React (#4941)
* init

* fix tables

* add shortcuts

* handle svgs

* test

* test2

* test3

* Update loggers.py

* Update sdk_helpers.py

* Update loggers.py

* Update loggers.py

* updates

* updates

* update

* handle add text high/low for candlestick traces when updating

* adding save overlay to tables

* maybe fix

* prints

* asdf

* working

* working

* removing prints

* update

* fix no figure title text

* add trace labels space

* download finished popup for MacOS

* bump pywry

* update

* update table

* Update plotly_helper.py

* only format numbers over 10_000 on tables

* Delete generate_index.py

* turn off logs in generations

* update tables

* bump pywry, fix tables, added ichimoku ta indicator

* Update backend.py

* mypy

* update tables

* updates

* juan more

* tables

* test

* bump pywry

* bump pywry

* Update loggers.py

* test

* fixing some formatting

* add update button to indicators dashboard

* fix oecd dates to be full dates

* prepare charts/tables for pywry update

* Update poetry.lock

* Update finviz_view.py

* tests

* tests

* tests

* tests

* testss?

* tests

* Create test_call_func[call_sec-nasdaq_view.sec_filings-other_args37-called_with37].yaml

* testtss please

* Update loggers.py

* testss

* `with open(newline="\n")`

* tests

* tests -__-

* why

* Revert "`with open(newline="\n")`"

This reverts commit 554e0f53f4.

* Revert "why"

This reverts commit 89f1d9b823.

* Revert "tests -__-"

This reverts commit a9c694ae96.

* Revert "tests"

This reverts commit 5463249498.

* whelp

* .

* rename `streamlit.py` -> `streamlit_run.py`,  bump pywry/finviz/streamlit

* Update backend.py

* update

* Revert "update file"

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-11 17:38:12 +00:00
Danglewood
ad6a9c5e07 removes global pandas display settings from fmp_view (#4983) 2023-05-09 05:03:17 +00:00
Igor Radovanovic
1c869afd2f Hotfix/ stocks/fa/dcf (#4992)
* Remove flags

* Update DCF params and file naming
2023-05-08 20:18:37 +00:00
Henrique Joaquim
7c10fac330 removing wrong transposition (#4959) 2023-05-03 12:40:32 +00:00
Igor Radovanovic
d78a3648ce Fix Index not showing for FMP (#4948)
* Fix index

* Update unit tests

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-05-02 16:35:38 +00:00
Pratyush Shukla
3d7b934d16 Fixed incorrect data display using stocks/fa/est command (#4940)
* Removed empty row in OpenBB SDK table under Installation

* Revamped `get_estimates` function

* Linting

* Fixed bugs, tests and modified args

* Fixed test
2023-05-01 20:23:59 +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
a1aff50b7f Merge branch 'develop' into hotfix/pt-split-bug 2023-04-19 16:15:33 -04:00
montezdesousa
e27a40ab09 Update fundamental analysis sdk endpoints (#4727)
* update overview

* update overview

* fix docstrings

* update docstrings andremove fillings chart

* Update sdk_helpers.py

* run generate_sdk.py

* replace marketwatch by nasdaq

* generate sdk

* leftover pandas globals

* lint

* fix unittests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-19 13:35:39 +00:00
James Maslek
8e034a490f Fix pt command when no splits are found 2023-04-19 08:31:38 -04:00
andrewkenreich
e2a89ecc61 reports fixing - equity / etf (#4814)
* fixing some equity edge cases on reports

* back to msft

* adding a etf tab
2023-04-18 13:30:53 +00:00
James Maslek
da7fb3a831 Improve options menu slightly + close some bugs (#4793)
* platform to logs

* dte not /365 and delete code i never got to

* 4 decimals on chains

* Change options default load to the defaut source

* mypy

* Less polluting of logs

* #4420

* #4811

* Fix test

* Remove unnecessary log decs

* Save us money

* whoops
2023-04-18 12:54:44 +00:00
Danglewood
dd50b41234 removes a hidden global pandas setting (#4795) 2023-04-17 18:41:45 +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
Colin Delahunty
41f591d1da Improve DCF error handling (#4751)
* Added error handling

* Close red, log exception

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-14 21:24:49 +00:00
James Maslek
a1d49e7845 Revert deleted files (#4775)
* Revert deleted files

* move docuemnatation folder

* lint

* mypy lint

* Added manual trigger for GH pages

* Dont divide data by 100 in fred because it can't be overlayed on charts smh

* Switch Price -> Option Premium

* Switch Price -> Option Premium missed commit

* Undo workflow dispatch

---------

Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-04-14 21:13:35 +00:00
teh_coderer
0e9abc3a84 Feature/ Voila to Streamlit Dashboards (#4755)
* idk

* g

* idk

* init

* revert old push

* pylint

* ruff

* update

* mypy

* tests

* LF

* tests

* Update Futures.py

* tests?

* fix intraday candle breaks

* tests????

* remove matplotlib from settings controller, autocomplete for flair cmd

* Update test_settings_controller.py

* remove streamlit activate warnings as it's not needed anymore

* bump pywry

* fix daily date gaps

* Update pytrends

* Update terminal.spec

* Update terminal.spec

* Update terminal.spec

* Update macos-build.yml

* Update macos-build.yml

* Update windows10_build.yml

* Update terminal.spec

* streamlit

* streamlit configs

* test

* lint

* cmd source in charts

* Update dashboards_controller.py

* Update dashboards_controller.py

* Update backend.py

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-12 20:38:56 +00:00
James Maslek
5258a3d613 Feature/help didier (#4758)
* ensure consistency across terminal and improve intro

* Rewrite tests

* Adding a gitignore for .sh files in root

* Fix tests

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-12 20:06:54 +00:00
Igor Radovanovic
ed584cfa20 stocks/fa unit tests (#4754)
* Unit tests batch 1

* Unit tests batch 2

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Debloat

* Debloat

* Fix linting
2023-04-12 19:42:09 +00:00
Henrique Joaquim
495beee887 Feature/contributing guidelines (#4726)
* updating readme

* updating unit tests readme

* integration tests readme

* minor to ref it on the comment

* chaging the example and removing unused files

* updating path

* changing the controller example to follow view and model

* obeying conventions

* mathcing the right controller

* matching examples

* include details on creating a new branch

* removing old references to stocks/dd

* adding sheet name to the export_data example

* circle back autocompletion to queue-and-pipeline

* fixing the list numeration

* Doc

* fixing the tests (were failing bc of changed function name)

* Remove tests/FIXTURES.md

* reverting

* small edit

* lint

* mardown linting

* fixing forecast dashboard

* fixing forecast dashboard

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-12 15:11:32 +00:00
Colin Delahunty
2e79308ade Hotfix/4526 (#4682)
* Added fixes

* Merged

* Merged

* Added some handling of errors

* Adds some read dbs

* Removed useless commands

* Added fixes

* Added fixes

* Added fix

* Added fix

* Added fix

* Added fix

* Added fix

* Added fix

* Fixed tests

* Handle lowercase

* Added fxes

* small ticker thing

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-12 11:39:42 +00:00
Igor Radovanovic
f42930744e Fix filings analysis (#4732) 2023-04-10 21:10:51 +00:00
Jeroen Bouma
af1f4483e6 Fix issue with holder (#4693)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-04-10 10:25:38 +00:00
teh_coderer
5b4ad7c7a9 hotfix/ Fixes #4690 #4688 #4687 #4686 #4696 (#4701)
* init

* Update options_sdk_helper.py

* Update stocks_helper.py

* Update ta_class.py

* Update ta_class.py

* tests

* tests LF
2023-04-06 20:53:09 +00:00
Colin Delahunty
807b4b1178 Changes the order of source for fa/overview (#4612)
* Fixed

* Adds error handling
2023-03-28 21:03:59 +00:00
Colin Delahunty
3a3102fb60 Added sources (#4576) 2023-03-24 13:50:41 +00:00
jose-donato
dbd466d381 New table design (#4485)
* fix: new table design

* fix: added trillions

* fixing some raw data

* fix: trying to fix global+resize

* feat: improving design

* fix: new styling and lot of reorganizing

* title fix

* feat: new html

* fix: bottom bar

* fix: table dates

* fix: table html

* fix: new filtering

* fix: new filtering

* fix: long

* Lint

* Lint again

* fix: beautiful james suggestions

* fix: some more fixes

* fix: typo

* fix economy bug

* feat: added toast to notify user and some more cleanup

* fix: more issues

* tests

* fix: james updates

* fix: added banner to charts as well

* fixing title

* better fix

* feat: added column resizing and any number of columns

* auto column width - poc

* feat: added colors toggle, support to display source, fixed some more issues

* fix: table deploy

* fix: table issue

* fix header

* fix: some fixes

* fix: remember pagination and default pagination to 30

* mypy

* Colins tests

* Fix economy test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-03-23 16:45:46 +00:00
James Maslek
cceeb3e2b6 Fixing fa/ bugs (#4524)
* Fix fraud showing nothing when NA values

* Fix sdk

* fix #4457

* sdk generation tests

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-03-20 14:54:07 +00:00
Colin Delahunty
4e7f82069c Fix Finviz Error (#4518)
* Step one: error handle Option class

* Step one: error handle Option class

* Handle unfindable
2023-03-17 21:11:39 +00:00
Colin Delahunty
09f53dd14b Made fa/pt more accurate (#4503)
* Got things working

* Got things working

* Got things working
2023-03-17 13:34:47 +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
723a3955db Fix stocks/fa/fraud command (#4469)
* move tradier to data providers

* key not sent´

* black
2023-03-13 17:30:55 +00:00
James Maslek
36c0c0f5c1 Update contributing guide (added a new feature while doing so) (#4391)
* Update contributing guide

* lint md

* lint md

* lint md

* Tests + fix some markdownlint things

* Get rid of irritating newline on reset

* Trying something small

* try something else

* linting

* Change cfg to the new user object

* words

* minor improvements

* some adjustments to the contributing guidelines

* Another pass at contributing

* spelling

* we need a local markdown linter

* why does this pylint disable still fail

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-09 16:39:37 +00:00
montezdesousa
47f3e76987 Fix fa/income bugs + update integration tests (#4433)
* fix bug

* update test

* fix yf bug on income statements

* update integration test

* fix yf cash, balance, bug

* add enterprise test

* fix dupont

* fix av keys missing in request

* ruff

* av model api key

* pylint

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 21:13:36 +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