* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* 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
* check that routine title is valid
* more updates
* small fixes
* override local routine
* more improvements to routine logic
* --debug runs .dev
* few more updates
* small fix
* rename BASE_URL from ultima to ULTIMA_BASE_URL
* use debug from dataclasses instead of env since env doesn't get updated
* create --dev flag that can point to .dev backend
* merge conflits
* few changes, made it actually work 🤣
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* 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
* 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>
* Add a while condition for futures curve
* Fixes#5047
* Fixes#5014
* point root commands to /usage to avoid 404
* Black wont run in the nightly vs code build lol
* #5071
* mypy
* pylint
* tests
* Fix wrong queue to fa
* keep session alive on reset
* remove print
* silence routines
* ruff
* skip login if is papermill
* ruff
* move is_papermill to avoid prompt_toolkit warning fd is not a terminal
* move is_papermill back and check for atty instead
* only download routines and update sources if terminal
* only starts prompt toolkit if isatty
* black
* avoid duplicate files after reset/login
* remove hub routines on reset
* comment
* fix unittest
* forgot this debugging prints
* add remember attribute to user
* don't save hist if not remember
* remove routines on exit if not remember
* fix unittests
* remove hub routines on exit
* check if user is local first
* remove hist file on exit if not remember
* comma
* Fix `exe --file` choices on login (#4799)
* download and save routines in sync, to have choices immediatly available
* fix: docs min
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* don't delete session on reset
* Update terminal_helper.py
* Update terminal_helper.py
* less prints
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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
* 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>
* adding BaseModel
* initial version of the system model
* creating setup functions and removing constants from config_terminal
* removing log_supress const
* fix test
* merge
* system handler
* fix import
* centralized configs setup
* repr to use the BaseModel
* updating i18n dict location
* ignoring warning on wrong type-var
* ruff
* Update openbb_terminal/core/models/system_model.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Update openbb_terminal/core/models/system_model.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* import literal
* loading env files before the plot backend is called
* fix tests/openbb_terminal/test_terminal_helper.py
* tests need to have i18n initialized
* fix seeking_alpha tests
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* 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>
* feat: adds bot docs to docu
* fix: file structure
* fix: brings changelog and switch platform button
* adding available options and changing Example text
* fix: detect whether iframe, fix availableoptions component, dynamic update third friday for options component
* fix: updated readme to reflect new changes
* fix: made it so from iframe only shows relevant sidebar
* PLAY BUTTON WOOO - works on discord/charting/chart
* comment
* fix: search bar, improve search
* fix: hijacks ctrl+k from iframe, adds visit to hub link
* about
* setting up play button for all images on Discord
* Bot docs updates
* terminal/faqs
* update main page
* add changelog to terminal
* SDK refactoring
* minor reordering
* bot struct in place
* move bot faqs over
* updating bot index and installation
* add new letterings
* fix: adds new navbar
* fix: new bot images and layouts
* updating installation and flow
* black linter
* spelling
* spelling
* The best commit
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* prefix OPENBB_ for .env vars
* black
* remove prefix only for dataclass
* remove openbb_ from setters
* don't send pref if sync disabled
* fix last commit
* add fields methods to handlers
* remove refs to featureflags
* test refs to obbff
* test refs to obbff
* ruff
* fix unittest
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* small bug
* small bug on routines list
* guest as default
* limit logout to users2
* simpler this way
* add logout
* move logout to account & add env var
* put authentication under env var
* fix tests
* remove login
* remove openbb vars on login
* ruff
* revert .toml
* Delete Icon
* Update .env
* fix sdk guest not loading keys
* ruff
* remove press enter & --login
* ruff
* move env load
* load env
* move dot env loading to terminal.py
* fix user sdk login mixing .env with user
* now it works
* fix reset
* fix tests
* ruff
* Login on the SDK using the OpenBB Personal Access Token (#4206)
* openbb key on keys menu
* adding sdk endpoints
* adding login via token to the sdk
* base url
* rename to personal access token
* added docstrings and examples
* openbb is special
* removing extra break line
* making keys working with the personal access token
* resolve conflicting tests
* Revert "resolve conflicting tests"
This reverts commit 2fca2c0ec3.
* using custom requests
* tests
* tests
* tests
* using process_session_response instead
* rewriting some tests
* Fix sdk guest not loading keys (#4207)
* fix sdk guest not loading keys
* ruff
* remove comment
* tests
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* test record mode vcr none
* remove yes from tests yml
* specify modules to reload
* try disable check api
* UPdate spec file
* Small stocks bug
* avoid reloading in test mode
* will this work?
* skip session tests
* try with env var as well
* mock sdk reload
* pylint
* bump poetry on python 3.8
* adapt to python 3.8
* adapt to python 3.8 remaining tests
* Tests : update cassettes
* Fix linting
* Makes login conditions simpler
* Tests : txt
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* import order
* pylint
* no login, go to prompt
* add logout and whoami
* clear before prompt
* black
* these are unecessary
* error
* improve login prompt message
* login does not follow the controller pattern, so will name it differently
* nop
* move logout and change to results
* change return obj
* ruff
* pyupgrade
* remove user from statics
* message
* fetch configs at start
* remove unecessary func
* unecessary dataclass
* change user vars
* change login flow
* remote logout should not be used
* simplify
* fix double exit logout bug
* wrong exception
* apply keys
* change controller
* mypy
* save if no internet
* pylint
* logout everywhere
* breaking changes: move to local/hub models
* unused import
* fix logout bug
* whoami in guest mode
* add todo
* small bug guest allowed
* limit flair length
* fix bug on user pull
* logout working
* handle no connection
* logout user when logout
* remove keys push
* split logger funcs
* commant apply configs for now
* account to session
* rename user
* clear sounds better
* breaking changes: splitting guest from logged users
* pull imports up
* delete session model
* move logout func
* add ability to save and apply keys from remote
* no sensitive keys
* add support for feature flags
* unecessary print
* allow settings from differnt modules
* change setff to static
* change way to set ff
* fix bug in applying configs
* simplify obbff application
* bug on setting configs
* allow text ff
* obbff in settings
* add upload to cfg_plot 1
* data sources + backend
* this solves circular import?
* move create_session to model
* rever logs changes, not needed for now
* sync optionally
* outline account controller interface
* don't sync when guest
* block guest on installer
* or not and
* start routines
* fix bug on ff, settings
* is installer
* implementing chavi suggestions
* fix colors on installer prompt
* Logging login (#4046)
* basic logging for the login
* removing unused import
* hacking the logs custom filter to not filter the email
* black
* cooping with the new changes
* removing redundant method
* ruff
* ruff
* mypy
* SDK login (#4051)
* sdk login
* adding to the trail map
* minor fix
* improve sdk expirience
* adapting to new changes
* add docstrings
* block guest from account
* change guest msg
* change guest messages
* add sync on/off
* display onoff
* missing paragraph
* fix glitch on logout
* add sys clear
* filtering password
* filtering the email from user
* avoid writing to multiple log files if a user logs out
* fix bug, guest allowed in installer without connection
* log user on the sdk
* split login from lauch
* add clear and change messages on account
* docstrings
* start pull cmd
* change account menu description
* Fix login bug and decouple some logic (#4056)
* fix bug, guest allowed in installer without connection
* split login from lauch
* improvements on the sdk login
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* sync fix
* change account controller description
* ruff
* add help on account cmds
* update clear prompt
* fix email not in jwt
* remove jwt from requiremnts
* pull command output
* remove character
* pull cmd when no data
* add space below whoami
* fix log filenotfound exception
* changed arg name
* delete .hist on logout
* add asteriscs to password
* pylint
* uncomment rich config
* show only diffs on pull
* black#
* warn when no changes#
* pull msg was switched
* apply diff only
* breaking?: strbool change
* reduce some code
* add timeout to hub requests
* black
* add remote logout
* success msg only if success
* remove colors in prompt
* update docstrings
* keep timeout outside funcs
* update clear
* clear and patch
* delete session
* routine upload
* move .his file to .openbb folder
* change apply configs
* refactor logout
* remove mixed portfolio changes
* fix bug in lock file
* fix bug pwidth, pheight are floats
* fix sources command & add choices
* refactor timezone setting
* userdata
* fix flair
* need to cast paths
* cast on diff
* fix flair default
* save session test
* get session
* data
* test remove
* test remove with assert
* add bad test cases
* add exception cases to unittests
* test remove cli hist file
* black
* test apply configs
* test apply with sync flag
* test create session, session model
* login tests, session model
* some tests for the hub_model
* test logout user
* black
* test clear vars, reload
* test create session
* update user-json to user
* update user class
* add user tests
* tests sdk session
* tests for hub_model
* start account controller tsts
* unused import
* tests account controller: clear, pull
* tests for session_controller
* logout success bugfix
* add integration test for account
* black
* move routine related commands to other PR
* test for the user input
* completed tests for session controller
* convert to hist to str)
* fix import errors
* ruff
* ruff tests
* fix qa
* add help to settings cmds
* ruff
* fix pull keys bug
* point to dev
* account model tests
* black
* ruff
* fix for empty feature settings
* ruff
* don't display config msg if wrong token
* general msgs
* remove print
* ruff
* fix sources not updated real time
* missing return doc
* add guest if no email
* Routine remote storage (#4143)
* add upload routine command
* remove prints
* point to local again
* add commands
* add delete
* add download command and upload 409
* list comprehension
* add download & save plus upload fixe
* add user uuid folder
* add list command
* ruff
* en.yml detail
* provide choices to delete & download
* add choices to upload
* change menu text
* starting adding unit tests
* bad english
* Update test_print_help.txt
* genearl msgs
* remove print
* add docstrings
* add unit tests to account controller
* change parser
* fix routine upload test
* add to be implemented tests hub
* add to be implemented tests local
* add total pages to title
* split list into model and view
* add docstring
* print msg if character
* add local model tests
* hub tests routines
* fix test
* point to dev and glob
* fix small bug on upload
* missing return
* log decorators missing
* black
* ruff
* change prompt display
* rewrite test
* rewrite expected
* rewrite call
* try passing git action
* change .yml everywhere
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* 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
---------
* 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>
* 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>
* fix(docs): added margin between sections
* fix: about command
* fix: about command to match new docs
* sdk aout
* fix: fix homepage
* fix: features -> reference on generate; about on homepage
* fix: juan magic
* update on merge workflows
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
