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
teh_coderer
281799f047
hotfix / improve autoscaling/dynamic loading, fix forex candle charts, equity reports ( #5183 )
...
* improve autoscaling/dynamic loading, fix forex candle charts
* updates
* Update plotly_helper.py
* fix?
* fix table date sorting, localize forex load
* tests
* tests?
* ugh tests
* Update test_display_debt.txt
* Update test_get_debt.csv
* Update forex_helper.py
* close #5182
* fix `crypto/dd/info` tables not loading due to `dict` object in dataframe values
* Update parent_classes.py
* tables: show full value on hover, fix year only filtering. on reset use queue if logged in
* lint + first batch of test fix
* tests pt2
* Tests v3
* Pylint
* typo
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2023-07-14 14:46:01 +00:00
Igor Radovanovic
08f72e7e10
Re-record unit test ( #4642 )
2023-03-30 20:23:38 +00:00
Igor Radovanovic
2bf1729bbd
Alt & mutual fund unit test & cleanup ( #4540 )
...
* Alternative & Mutual Funds unit tests & cleanup
* ruff
* add dependency
* general linting updates
* Update reqs
* pytest-recorder updates
* pre-commit config
* checkout dependencies from develop
* dependency update
* dependency update
* pytest-recorder updates
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com >
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com >
2023-03-23 12:33:36 +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
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
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
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
Chavithra
72b0a9f1ee
Next release : reports on steroids ( #2349 )
...
* fix gov tests
* refactor insider
* new virtual path extraction
* removed some symbol default params as they're considered critical
* little adjustments
* portfolio refactor
* merge API factory
* add helpers, stocks, crypto, forex
* minor forex changes
* include forex api paths
* add 2 missing forex funcs
* portfolio brokers refactor
* display help on api func call
* add econometrics virtual paths to api
* add api unit test
* fixed report for the new api
* minor portfolio refactorings
* added gdapps
* anchor_yield path
* some more crypto path fixes
* small change
* fixed wrong param
* minor fixes
* wip - inital commit for forex report
* add bw as a model, we'll get better solution afterwards
* added ema with dummy model as it adds great functionality to the report
* minor fixes
* wip - added functions to forex report
* add feedparser news path
* add new virtual paths to api
* adding commands to equity report
* revert to old paths, new ones were breaking
* Add in very basic ETF report
* Add candle chart to ETF report
* add etf load
* allow use of candle without data
* add raw to candle
* added forex report
* ongoing equity report
* equity report change
* fix some portfolio bugs and add docstrings
* include portfolio paths and coin class
* add crypto paths
* change event dates to str
* starting economy report
* window for limit
* equity report and refactor newsapi
* add helper to api
* update on economy report
* equity report
* update economy report
* refactor some docstrings
* change maturities helper
* refactor newsapi
* refactor futures command
* add some sauce to ycrv plot
* black
* update report
* refactor alphavantage
* refactor wsj
* update economy report
* ycrv tenor
* map avaiable_indices
* map economy helpers
* fix econdb docstring
* add plots on economy report
* minor fixes
* wip - crypto report
* update economy report
* added same default args as view
* added view to explicity use chart=True when suing the api
* adjustments - removed rich tables to use only df
* final version economy report
* change report name
* equity report for review
* linting
* add etf symbols endpoint
* incorporate feedback economy report
* fix reports launch by adding tag to economy report
* fix equity bug
* remove analyst name
* fix
* fix news
* make links hyperlinks for equity
* click links
* fixed arg name
* improved news
* small improves
* Fix light terminal stylesheet that would prevent using it in notebooks (#2473 )
* improved report
* run reports in installer
* fix #2209
* minor ycrv refactoring
* refactor portfolio/holdv virtual path
* refactor benchmark trades
* fix events args
* adapt economy report to changes
* fix portfolio controller bug
* holdv refactor
* refactor perf command
* start portfolio report
* remove perf view
* refactor holp
* add textwrap3 to poetry (doesn't solve the error)
* fix equity after merge
* add some rolling commands
* fix equity after save button
* improved crypto report, plus minor fixes
* minor fixes on the reports
* add maxdd and distr
* refactor qa
* var command
* refactor qa expected shortfall
* add es command
* add es command
* fix qa percentile bug
* fix economy rendering
* refactor qa omega
* add om command
* add summary command
* add dret command
* add mret command
* add yret command
* add metrics
* add allocs to report
* remove bro and po commands, add later
* fixed some tests
* adjustments to crypto report
* Fix docstring for VSCode
Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.
* minor adjustment
* remove nft calendar model virtual paths
* Add in Portfolio report
* fix external axes portfolio view
* Update portfolio report with rolling plots
* Details for ETF and Portfolio
* fix economy report
* change analyst to openbb
* floppy
* fixed unmatched axis in reports
* Speed up tests
* fix file and load on po
* get_news output
* add some po paths
* Add integration tests for Reports menu
* refactor maxsharpe
* open maxsharpe
* open minrisk
* open maxutil
* open maxret
* Added fixes
* black
* remove useless views
* Fixed small issue
* refactor ef
* open ef api
* portfolio optimization report
* Added fixes
* unblock api loading
* add more endpoints
* update po report
* unblock api loading
* update po report
* expose herc
* expose property endpoint
* Added fixes
* More api fixes
* flake8
* Fixed some mypy
* news api model
* flake8
* mypy fix
* mypy
* black
* pylint
* fix tests
* markdown
* markdown
* Added fixes
* fix economy report
* merge
* fix economy report
* remove empty notebook
* expose nco
* remove jupyter notebook
* expose plot endpoint
* remove po report, just used for tests
* api v paths plot
* remove api_old
* change loading msg
Co-authored-by: montezdesousa <montezdesousa@gmail.com >
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt >
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com >
Co-authored-by: Om Gupta <guptagom@gmail.com >
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com >
Co-authored-by: JerBouma <jer.bouma@gmail.com >
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com >
Co-authored-by: Om Gupta <85685255+soggyomelette@users.noreply.github.com >
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan >
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com >
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com >
Co-authored-by: colin99d <colin99delahunty@gmail.com >
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com >
2022-09-20 15:07:58 +01:00
DidierRLopes
8edf079041
Big refactor to be explicit about data sources ( #2490 )
...
* refactor stocks datasources
* add rest of data sources
* add_cmd without source
* forgot one tiny thing
* fix crypto tests
* fix forex tests
* fix etf tests
* fix economy tests
* fix oss tests
* fix remaining tests
* fix tests
* Rewrote vcr files
* Take 2
* fix test
* fix tests for FA
Co-authored-by: colin99d <colin99delahunty@gmail.com >
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com >
2022-09-04 18:04:56 +01:00
Theodore Aptekarev
775d218891
Add parser for input command arguments (The Forward Slash PR) ( #2064 )
...
* Add helper command to filter unix paths and other edge cases
* Remove sort argument filtering from parsing
* Make --file arg mandatory for loading files
* Refactor queue parsing logic
* Enable adding controller level input parsing filters
* Remove the github repo path hack because it's not needed anymore
* Fix typos and line length linting
* Update unix path parser to match known extensions
* Update oss custom filters to not require space after slash arg
* Fix tests and failing linters
* Add pre-commit hook to check for reserved arguments validity
* Fix tests
* Fix finviz compare screener tests
* Fix screener test
* Fix screener test
* Fix float representation in pd dataframe on finviz screener tests
* Update test records
* Update test records
* Remove explicit float formatting in tests
* Update tests
* Remove prepending file argument
* Update long arguments that have lost their short default to file
* Update arguments in docs
* Update portfolio test data
* Fix econometrics/desc throwing error on empty df and fix tests
* Update tests
* Fix econometrics load autocompletion
* Fix portfolio tests giving different results every time
* Allow loading openbb scripts from arbitrary path
* Fix passing path as a terminal argument
* Fix guess game being case sensitive
* Silence bandit warning about using pseudo-random generators
* Update gov tests
* Fix screener sort fields that have forward slash
* Make controllers apply custom argument filters on entry
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt >
2022-08-05 12:51:23 +03:00
montezdesousa
57b61d1b2a
Display the help menu whenever users move to a different menu ( #1968 )
...
* switch auto print_help on exits
* display help when home called from home directory
* change in test to expect help cmd
* change in test to expect help cmd
* sets autoexithelp flag on conftest
* supress help string print on quit
* adapt tests to expect help
* adds help on 3 tests missing
* run black
* respect literal bool type
* second attemp to respect literal bool
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com >
2022-06-22 13:45:48 +01:00
didierlopes.eth
707fd8f506
Terminal supporting controller with multiple languages ( #1730 )
...
* initial implementation of terminal supporting multiple languages
* improve quote command
* stocks controller with english translation pattern
* add language to settings
* update reqs to have python-i18n
* find languages automatically
* add to documentation how to support another language
* markdown
* fix no member issue
* fix test
* refactor code with translations
* translate for options and options/scr
* solve translation for all submenus within options controller
* fix stocks controller tests
* translate disc and th
* dps and sia menus
* scr and ins
* add gov controller
* fix tests for new controllers
* stocks/ba and stocks/ca menus
* add stocks/fa
* res controller
* stocks/dd
* stocks/bt
* qa and pred
* crypto and crypto/disc
* overview and onchain menus
* defi
* nft and tools
* crpyto/dd
* stocks and crypto TA
* finish crypto menu
* finish ETF controller
* finish economy menu
* forex
* alternative and mutual funds
* refactor source for translated version
* econometrics and portfolio and brokers
* portfolio
* fix tests
* finish language implementation
* refactor code for cmds
* improve keys
* refactor name funcs and add docstrings
* fix minor stuff
* fix tests
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com >
Co-authored-by: Chavithra <chavithra@gmail.com >
Co-authored-by: James Maslek <jmaslek11@gmail.com >
2022-05-24 21:56:16 +01:00
jose-donato
05c0ea0d8f
Adds ross index ( #1723 )
...
* added rossidx
* added command to obb script
* horizontal + wrap
* separate charts
* updated commands
Co-authored-by: jmaslek <jmaslek11@gmail.com >
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com >
2022-04-22 10:00:10 +01:00
jose-donato
01391c2564
New Open Source menu ( #1603 )
...
* adds os menu
* remove tests
* fixed tests
* fixed date in sh
* updated alt controller tests
* updated api fecthing/handling
* lint
* updated website folder name and tests
* alt tests
* tests
* tests
* keys for github
* updated tests
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt >
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com >
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com >
2022-04-04 19:08:50 +03:00
