Commit Graph

23 Commits

Author SHA1 Message Date
Phoebe Hu
78ebeef125 print message if yahoo finance load fails (#5450) 2023-09-20 19:15:19 +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
Danglewood
598e745beb hotfix/fix-intrinio-load: (#5188)
* fix intrinio stocks load

* update test_stocks_helper

* makes --monthly --weekly work

* pytest

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-05 16:52:37 +00:00
teh_coderer
8a70c6205d Feature/ Pywry login (#5115)
* Update .gitignore

* init

* Update backend.py

* Update main.tsx

* Update no_import.py

* Update session_controller.py

* indents

* adjust window size

* update keys

* re-add save session for pywry login

* pop response keys on rename

* walrus remember

* use session username for profile

* implement logout clearing of cookies

* don't display welcome when logging in from `account` menu

* Update session_model.py

* Update session_model.py

* customdata handler for charts

* fix remember key

* only slice data if chandlestick trace in data

* Update profile_model.py

* Update streamlit_run.py

* Update plotly.html

* test

* Update loggers.py

* updates

* Update session_controller.py

* Update session_controller.py

* no longer need to call_hub for logout

* tests

* Update test_session_controller.py

* Update profile_model.py

* bump pywry, fix numbers passed as strings tables

* update plotly frontend packages

* formatting

* Update backend.py

* Update backend.py

* change to prod

* return on image export

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-20 17:47:38 +00:00
Adi Sai
fcb78d71f2 Feature/ultima top headlines (#5061)
* initial integration of top headlines

* top headlines formatting

* re-ran tests

* fixing typing issues

* passed test

* fix ruff

* guard top headlines call + pass tests

* Minor cosmetic changes

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-26 16:18:08 +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
3c41eb6830 Enhances stocks/quote to allow for multiple tickers (#4928)
* enhances stocks/quote to allow for multiple tickers

* fix for MyPy type error

* fix pylint

* formats index string as title

* adds test for multi-ticker quote and for bad tickers

* adds integration test for multi-ticker quote

* updates docstrings and adds 'openbb.stocks.quote_chart' to SDK

* updates syntax in equity report for quote_data

* ruff

* gets rid of empty lines that got created.

* adds logic to handle input as string when not a list

* re-records tests

* decorators
2023-05-02 15:28:21 +00:00
jose-donato
52cf2f4d5f table fixes (#4666)
* fix: table fixes

* fix: tablaroni

* fix: pagination protection

* fix: dm much more

* fix: colors

* fix: colors

* fix: colors

* fix Timestamp on stocks `get_quote`

* fix `call_tob`  having `quote` as prog/docstring

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-04-04 13:29:33 +00:00
Igor Radovanovic
2b4cb0b02e Fix Stocks Load (#4579)
* fix load

* Standardise yfinance, fix EODHD

* ruff

* YF automatic date adjustments

* Add TODO comment

* Fix date message

* Fix AV date message

* merge conflicts

* Update stocks_helper.py

* tests recorder

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-03-30 19:26:34 +00:00
montezdesousa
475ebb5acd [WIP] Migrate user, feature flags and configurations to dataclass (#4309)
* implement user and change is guest

* replace User methods

* move remaining functions to user

* fix bug

* portfolio test

* fix tests

* fix tests

* uncomment skip

* ruff

* start credentials model implementation

* change deault structure

* refacto quandl

* change default struct and file names

* bug

* start using global user

* add comments

* move update flair

* change cfg references in keys model

* reddit & fmp

* refactore additional keys

* remaing config keys

* remove unsude imports and fix hub keys

* ruff

* fix line too long

* unblock unittests

* fix keys model tests

* remove os patch

* fix account controller tests

* fix account controller tests

* fix account model

* account fixed

* fix user tests

* User Model

* User Model

* User Model

* Move session folder

* User Model : grouping the models

* User Model : fix bugs

* Config Plot + bug fix

* User Model : Refactoring plots

* Feature flags

* Remove dup

* clean comments a fix some vars

* fix feature flags controller

* refactor obbff from settings controller

* refactor a bunch of obbff variables

* fix bug blocking terminal

* fix integration tests

* refactor controllers with obbff

* refactor remaining ffs

* remove comments

* log not started

* mispelled variable

* set current user on local model

* User Model : moving files + updating

* User Preferences

* User : Refactor is_guest function + bug fix

* User : refactor is_guest function

* Fix conftest.py

* remove lost obbffs

* typo on fileoverwrite

* Plot config: move variables and start plot dpi

* User : tests

* refactor plot dpi references

* remove plot dpi imports

* refactor some config terminal leftover

* /account/sync : fix bug

* remove configs reload

* start path refactor

* installation paths vs user paths

* remove cfg_plot

* Tests : User Refactoring

* user prefix only for preferences

* user prefix only for preferences

* move user paths

* remove comment

* update apply remote configs

* fix tz not updating

* save some copys

* small fix

* create interface for credentials and preferences

* wrong docstrings fixed

* ruff core

* fix some pref setting

* login is better

* ruff

* ruff

* remove Literal

* add small comment

* Tests : User Refactoring

* Credentials Model : add DataBento

* Fix helper_funcs

* Fixing code

* Tests : fixing

* User Model : freezing the models

* Fixed Income + Databento

* Tests : fixing keys

* black

* ruff

* Tests : user model

* Tests : user model

* Fix linting

* Fix linting

* Linting

* Linting

* Fixing code and tests

* Fix tests

* mypy

* SDK

* Clean ruff cache

* Fix syntax issue

* Update fred_view

* Black

* Linting

* Update code

* Update tests

* Linting

* Linting

* Tests

* Black

* Linting

* Linting

* Mock os.listdir to avoid looking for file that doesnt exist

* Mock options paths

* lint

* Tests : fix

* Code : update

* Tests + Linting

* Tests

* Ruff

* Code : update

* Tests

* Code : update

* Fix workflow

* Code : update

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-05 00:37:19 +01:00
Danglewood
d6ab0007e3 Fixes bad yFinance candles with auto_adjust=True (#4231)
* Fixes bad yFinance candles with auto_adjust

* black

* fixes from tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-14 09:49:02 -05:00
James Maslek
2a7ec56000 Sunset some dependencies (#4215)
* Sunset some dependencies

* Mypy

* Last iex refs

* remove ref to investpy

* tests

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-02-13 08:54:54 -05:00
James Maslek
06d737f4be Adding intrinio and cleaning up options a bit more (#4127)
* Add intrinio load functions into stocks and options.  First try at options sdk with intrinio

* Add a new eodchain function + add intrinio model test

* Unit tests for intrinio options

* dont add eodchain yet -- wait for other PR

* Make null handling better + add intrinio sdk to reqs

* mock dates

* update test

* fix ruff

* black and gitignore

* Clean up and make options load class

* Clean up clean up

* Fix intrinio stock load

* Get requirements even

* sort intrinio chain and fix

* Dont rename the candle input argument

* Fix bug #4060

* Historical option prices

* Add grhist from intrinio and isort

* Fix things for presentation

* Fix tradier chain printing

* YahooFInance chain cleanup

* standardize nasdaq

* Format intrinio

* Cleanup SDK

* Fix tests

* mypy

* Clean up trail map and edit docs

* Fix mapping of info on sdk

* Add intrinio to deps

* Add a rich progress bar to expirations :)

* controller test

* Silly error + tests

* Required arg

* bad assert statememts

* Mutable default

* Keys and switch another tqdm

* BizIns Tests

* tests

* Last Test
2023-02-10 16:54:05 +00:00
Jeroen Bouma
6421be3d8e Cleanse functionality from relying on yfinance (#4176)
* Cleanse PO from Yahoo Finance

* I removed equal but then moved it back in

* Update tests

* Get rid of sust command

* Get rid of quote since broken

* Added in export capability for quote

* Remove pir and summary, fix news and change source for weights

* Update stuff

* Add sources

* Update portfolio to not be dependend on Yahoo Finance

* Update all tests

* Update SDK

* Details

* Fix integration scripts

* I think I had to rewrite these

* Update more tests

* oopsie

* Fix 1

* Fix Sort

* and fix test

---------

Co-authored-by: james <jmaslek11@gmail.com>
2023-02-09 16:57:26 -05:00
Jeroen Bouma
0ee2ebcf1e Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055)
* I missed some sheet_name ones :)

* Move quote to main menu and combine yahoo finance commands

* Update stocks for quote

* First update to move yfinance away from main functionality

* Small updates

* Update tests to reflect changes

* Fix some little things

* Update docs a little too

* Remove the Due Diligence menu

* Update tests for new change

* Update fa and stocks with new text and move some stuff around

* Bye bye dd

* Pls work

* work..

* work..

* work..

* Work..|

* Add tests back in

* Remove tests

* Fix fix fix

* Remove tests to fix conflicts

* Improve the `stocks/search` command (#4084)

* Improve search command

* Make it more intuitive

* Fix tests

* Update the docs

* Ok done

* Ok done 2

* Ok done 3

* Git update tests that failed

* Update commands with --sheet-name that didn't work (#4088)

* Update commands with --sheet-name that didn't work

* Fix test

* oops

* Adds auto completion to `news` (#4089)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* quick fix to auto complete args

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/Windows-CLI (#4087)

* init

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* Update windows10_build.yml

* oops

---------

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

* Adds end date to `forex/load` (#4077)

* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* adding end date to the forex load

* added some tests

* added example

* always show msg

* rewriting test

* updating tests

* updating tests

* Redo load tests

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update tests to reflect changes

* work..

* Remove tests

* Fix fix fix

* Remove tests

* Update the whole test folder

* Small updates

* Revert change

* Update eodhd to reflect it requires a paid plan and update tests

* Fix all the tests

* Update tests

* Update integration tests

* Removing tests so no whining happens

* ADD ALL THE TESTS

* Fix linting

* gitignore.  thanks jer

* Add back dd and redirect to fa

* Update to just display a message

* Update OpenBB SDK commands

* Fixing issues with exporting

* Fix ruff messing up

* Fix tests

* Fix the tests by disabling isort to run on tests folder

---------

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-02-06 23:24:15 +01:00
Colin Delahunty
ee34a1f278 Feature/add isort linter (#4114)
* Fixed isort

* Fixed issues

* FIxed linters

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-04 21:24:47 -05:00
Henrique Joaquim
a37d9032e3 Hotfix/fix black (#4101)
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* returning always a dataframe

* Revert "returning always a dataframe"

This reverts commit d5dbf3132f.

* black everything

---------
2023-02-01 12:33:15 +00:00
James Maslek
f4bd3964c6 Bumping yfinance to 0.2.9 and updating ruff (#4059) 2023-01-28 21:14:54 -05:00
James Maslek
eb2c11060d Refactor requests throughout (#4033)
* bump

* Initial function write

* Delete this line from yaml

* Changed all the main things - Need help on tests

* pylint errors

* Tests v0

* Tests v1

* Tests v2

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-01-27 14:01:07 -05:00
montezdesousa
4d3f5aecfb Bump yfinance to 0.2.4 and fix tests (#3977)
* upgrade yfinance to 0.2.4

* fix some tests failing bc yfinance new date format

* fix remaining tests

* fix tests

* rewrite failing test

* black

* rerecord test

* fix get_1y_sp500 test

* missing import here

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-16 19:24:58 +00:00
Mert Nuhuz
4303bdc682 Issue #3882 Fixed (#3885)
* 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

* Issue #3882 Fixed

* 2 files reformatted by black

* tests added

* 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

* fixed mypy errors

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-12 10:14:58 -05:00
montezdesousa
4b9119adbf Fix emacross with Polygon as source (#3874)
* fix emacross with Polygon as source

* remove import
2023-01-05 11:24:22 -05:00
Colin Delahunty
963ca9b2b9 Audit SDK and View/Model functions (#3384)
* Initial commit

* Finalized functionality

* update script

* Allow using it without forecasting

* Update gitignore

* Update `sdk_audit.py`

* Fixed issues, found more

* Added fix for helper functions, and column for SDK type

* Checked one more thing

* Moved file

* Move files ending with models/views

* Added fix of name

* Added file path fixes

* Patch to fix sdk_audit for windows

* fix

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-17 16:25:36 +01:00