Commit Graph

1989 Commits

Author SHA1 Message Date
Colin Delahunty
8bd7606120 Fix Pandas Warning (#4490)
* Added fix

* Added fix

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-15 13:25:50 +00:00
Jeroen Bouma
46fcf9c950 Add version featflag (#4487)
* Add version featflag

* Small mistake, ta also complained
2023-03-15 09:33:09 +00:00
Jeroen Bouma
452ecd1275 Make adjustments to the guides (#4477)
* Update the website guides

* Fix wrong paths in about functionality

* Update settings and feature flags menu

* Done

* Done

* Update screen
2023-03-14 20:07:35 +00:00
Theodore Aptekarev
a276dc4dfe Update reddit connection client (#4478)
* Change deprecated psaw dependency to the maintained pmaw

* Fix docstring linting errors

* Remove deprecated watchlist command because it's taking too long to run

* Remove deprecated spac command because it's taking too long to run

* Update SDK and trailmap

* Fix legacy seaborn chart popping up when calling redditsent

* Clean up spacc code

* Refactor reddit ba commands to reflect the dependency change

* Change regex that searches for tickers

* Fix popular command error when no stock tickers found

* Update tests

* Update requirements.txt files

* Sync dependencies with upstream

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-14 17:54:15 +00:00
montezdesousa
7ec63f827b Authentication QA fixes (#4472)
* fix logout cmd

* fix sync flag

* change msg

* update request test for delete session

* fix autocompletion for routines upload

* append to list of choices

* fix autocompletioin

* black

* mypy

* rewrite tests
2023-03-14 17:52:56 +00:00
Henrique Joaquim
1cdee7da70 change sessionid to uuid-like format (#4476) 2023-03-14 17:23:17 +00:00
montezdesousa
5a69fba516 Prefix OPENBB_ for .env vars (#4475)
* 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
2023-03-14 13:42:47 +00:00
Henrique Joaquim
0a15ec945b patch UserModel on logs (#4474) 2023-03-14 11:40:33 +00:00
teh_coderer
1be858c261 Update backend.py (#4471)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-13 18:24:31 +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
Henrique Joaquim
246404c79d Patch flag for log collection (#4470)
* Change the name of the flag on the user preferences

* patch flag for log collection
2023-03-13 16:26:00 +00:00
montezdesousa
38e819896c Fix preferences handler bug + dataclass repr (#4468)
* move tradier to data providers

* fix handlers
2023-03-13 15:59:28 +00:00
David Li
cbdf33603c Update SDK_README.md (#4461) 2023-03-12 18:57:27 +00:00
montezdesousa
bea21dff28 Handle pydantic ValidationError reading .env (#4456)
* move tradier to data providers

* handle env load errors

* improve message

* detail model in message
2023-03-10 23:07:40 +00:00
Henrique Joaquim
740152b862 Integration tests for etf/ta (#4450)
* some adjustments and added int tests for etf/ta

* ruff
2023-03-10 19:23:46 +00:00
montezdesousa
fea616ee90 Move start plot backend (#4454)
* move start plot backend

* update sdk helper
2023-03-10 14:29:27 +00:00
Henrique Joaquim
ae0a79ce0d Change the name of the flag on the user preferences (#4452) 2023-03-10 12:24:54 +00:00
Chavithra
aac18a7ab9 /portfolio/po : allow getting plotly figure with the SDK (#4449)
* Allow turning charts into fig on SDK

* Linting

* /portfolio/po : nicer plotly export

* Linting

* Linting

* Linting

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-03-10 12:00:04 +00:00
teh_coderer
49b0140df2 fix: Edge case of temp html files deleted when multiple terminals open and one is closed (#4448)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-03-10 11:35:15 +00:00
montezdesousa
6a26d4e908 Update routines upload (#4445)
* update routines

* ruff
2023-03-10 10:34:33 +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
northern-64bit
03c18f5a6f Fix portfolio and benchmark length matching (#4218)
* Fix portfolio and benchmark length matching

* Fix linting

* Fix make_equal_length

* Handling pd.Series input

* Fix alloc command

* Fix metrics, yret and summary errors

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-09 11:41:43 +00:00
Henrique Joaquim
ac34a4114d Improve integration tests (#4438)
* improve crypto/ta int test

* improve crypto/ov int tests

* improvements to int tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 21:14:02 +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
Jeroen Bouma
c1537d8586 Update FinanceDatabase to v2.0.9 (#4434)
* Update to v2.0.9

* Fix tests just because it said pkl instead of bz2

* Fix unrelated pylint issue

* Someone doesnt care about linting

* Update more tests
2023-03-08 16:25:36 +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
montezdesousa
d9faafa9ad Fix wrong version number (#4429)
* remove refs to featureflags

* test refs to obbff

* test refs to obbff

* ruff

* fix unittest

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-08 15:54:34 +00:00
Henrique Joaquim
3203048fc6 fix dcf messages for non-us companies (#4430) 2023-03-08 14:59:27 +00:00
montezdesousa
291bb18dfa Fix .env reading before loading (#4432)
* fix .env reading before loading

* Update sdk.py

* import cfg terminal explicitly

* clear

* add comment and update sdk helper

* make it even more explicit

* remove some comments

* pylint

* pylint
2023-03-08 14:19:09 +00:00
Henrique Joaquim
5656dacff6 Fix ff breaking terminal (#4431) 2023-03-08 12:08:59 +00:00
James Maslek
ff750ca00d Fix nulls in fa commands from FMP (#4421)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-07 15:50:14 +00:00
Jeroen Bouma
3d84247e5f fixedincome/treasury some fixes (#4413)
* Fix treasury

* Update oecd_model.py

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-07 14:18:51 +00:00
montezdesousa
fdcc6b0252 Fix Stocks/Candle --raw - sort choices are not the columns. (#4411)
* fix sort choices

* remove nargs

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-07 14:02:52 +00:00
Danglewood
9e294fcf80 fixes broken URL for (#4414)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-07 08:37:23 -05:00
montezdesousa
bc93f8ff9f update default sources (#4419) 2023-03-07 08:36:34 -05:00
Raghavendrapara
83ede5c840 Fixes #4351 - Data displays in chronological order(recent to older) a… (#4408)
* Fixes #4351 - Data displays in chronological order(recent to older) and correct Insider name

* Revert chronological sorting to reverse order
2023-03-07 11:27:56 +01:00
montezdesousa
f2316b15e8 Allow stocks/load --file from anywhere (#4410)
* allow load file from anywhere

* ruff

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-06 15:25:02 -05:00
James Maslek
f0d8fa65e5 Make the UI a little cleaner (#4405)
* Make the UI a little cleaner

* ta load

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-06 13:57:32 -05:00
Colin Delahunty
324dcb77e6 Update helper_classes.py (#4378)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-06 11:05:10 -05:00
teh_coderer
9c582ad53f Hotfix/plotsbackend start (#4404)
* readd removed plots_backend().start() from merged PR

* Update backend.py

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-03-06 09:30:41 -05:00
montezdesousa
7917ce30d1 fix country choices (#4403) 2023-03-06 13:56:57 +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
martinb-bb
6049a0686c create folder (#4390) 2023-03-03 10:03:16 -05:00
teh_coderer
94e2b33802 hotfix/economy-charts (#4387)
* fixes

* missing dropna on economy models, bump pywry version to override download path

* Update backend.py

* tests

* fix rare instance CHART_DIV is undefined if pywry window loads too fast

* add warning of pywry version due to json keys change

* pylint

* Update fred_view.py

* Update fred_view.py

* Update plotly_helper.py
2023-03-02 22:30:16 -05:00
James Maslek
26ffa0d7b4 Merge main into develop (#4381)
* Merge main into develop

* Regenerate lock and reqs
2023-03-02 12:12:52 -05:00
Jeroen Bouma
d67a7da69d Delete everything related to the Sector and Industry Analysis menu (#4374)
* Get rid of sia

* Remove Portfolio Analysis menu that was not being used

* Remove Portfolio Analysis menu that was not being used

* That comment about GitHub datasets failing to load included sia, removed that

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-02 09:40:07 -05:00
Danglewood
a6951bd577 Hotfix/rvol model (#4371)
* makes trading_periods inputs Optional and prints override message when variable presides

* linter type

* typo fix
2023-03-02 08:58:43 -05:00
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