Commit Graph

32 Commits

Author SHA1 Message Date
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
30372676bf crypto/disc DappRadar update (#4918)
* Add API Key, test function

* Fix API key

* Add free NFT endpoints

* Add free Dapp Endpoints

* Add free DeFi Endpoint

* Add free Token  Endpoint

* Menu cleanup

* Update unit tests

* Update integration test

* ruff

* Description

* Update SDK model

* Trail map

* Fix map

* Fix map

* Update SDK cache

* Linting

* fix

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2023-05-03 11:56:07 +00:00
Igor Radovanovic
08a077c133 Crypto overview unit tests (#4782)
* crypto overview unit tests

* Mock cpanic view
2023-04-14 16:07:52 +00:00
Colin Delahunty
865c4c0d79 Fixes crypto ov issue (#4574)
* Added a description

* Test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-24 14:08:46 +00:00
jose-donato
dbd466d381 New table design (#4485)
* fix: new table design

* fix: added trillions

* fixing some raw data

* fix: trying to fix global+resize

* feat: improving design

* fix: new styling and lot of reorganizing

* title fix

* feat: new html

* fix: bottom bar

* fix: table dates

* fix: table html

* fix: new filtering

* fix: new filtering

* fix: long

* Lint

* Lint again

* fix: beautiful james suggestions

* fix: some more fixes

* fix: typo

* fix economy bug

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

* fix: more issues

* tests

* fix: james updates

* fix: added banner to charts as well

* fixing title

* better fix

* feat: added column resizing and any number of columns

* auto column width - poc

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

* fix: table deploy

* fix: table issue

* fix header

* fix: some fixes

* fix: remember pagination and default pagination to 30

* mypy

* Colins tests

* Fix economy test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-03-23 16:45:46 +00:00
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
Theodore Aptekarev
4b7cfd1699 Feature/dependency grooming (#4166)
* Updating poetry to v1.3.2 and dependencies

* Fixing conda pip syntax

* Updating poetry.lock

* Updating requirements

* Updating Windows10 build

* Windows10 build updates

* Windows10 build update

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating M1 MacOS Build

* Lets get M1 working

* Lets get M1 working

* Permission Issue on tests / New setup.nsis

* Merging the latest changes and picking integration tests to run

* Adding Mac requirements

* Fixing spelling

* Limiting integration tests on builds

* commenting out MessageBox prints on win installer

* update pinned lightgbm version

* fix tests

* ignore lightning logs for tests

* Unify dependencies across platforms

* Add pyinstaller to requirements full

* Remove pyupgrade from top level dependencies

* Use conda poetry on env file

* Pin lightgbm to be installed form conda-forge

* Pin latest supported version of lightgbm for intel macs

* Use same requirements across all platforms

* Pin tenacity to avoid pip resolution conflict due to finviz 1.4.5 package bug

* Remove torch dylibs from signing because 1.13 doesn't have those

* Identify pinned lightgbm as a part of the prediction extra

* rewrite ov cassettes (#4171)

* Update some tests

* Fix typo in Windows build test launch command

* Add torch dylibs back to from signing

This reverts commit 4a1aabb1fe.

* Fix torch dylibs path typo

* Package torch into the pyinstaller bundle

* Package torch dylibs as binaries

* Pin torch back to 11

This reverts commit 4a1aabb1fe.

* Refactor code signing paths

* Revert "Refactor code signing paths"

This reverts commit 1c948b3f50.

* Fix typos in yaml files

* Update test

* Update tests expected ouput

* Tests : fix cassettes

* Fix merge conflict

* Try to fix test_yahoo_finance_view.py fail in CI

* Tests : update cassette + txt

* Tests : cassette

* Build : update lightgbm version

* Tests : update cassette + txt

---------

Co-authored-by: Artem Veremey <artem@veremey.net>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Artem Veremey <aia@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2023-02-09 22:35:26 +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
Jeroen Bouma
a6042b8578 Copy paste all the sheet names (#4035)
* bump

* Update ALL the exports with sheet name option

* Update contributing too

* Add in sheet name to each docstring

* Update tests

* Fix the small things for tests

* Converting CONTRIBUTING.md back since I put minimal changes in and it complains

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

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

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Update tests due to yfinance error

* I broke tests and fixed them

* Fix tests?

* Missed a few sheet name additions

* missed one more

* Fix some missing sheet_name parameters

* Fix a test I broke

* Update tests due to changes with sheet_name

* Update stocks and common

* Mutual funds just because

* Portfolio update

* Update Forecast

* Update Futures

* Update ETF

* Update Economy

* Update Crypto

* Update others

* Update documentation to explain --sheet-name

* It should be None test

* Add None for sheet_name since empty string can result in errors

* Formatting

* Fix tests

* Update documentation

* Also update the image

* Add back to options commands

Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-01-26 09:53:21 -05:00
kajdo
fedeeaad18 FEAT: EPS and Revenue Estimations from Seeking Alpha (#3402)
* FEAT: EPS and Revenue Estimations from Seeking Alpha

* initial pytest for seekingalpha model and view

* added fa_controller tests for seekingalpha views

* integration tests for epsfc and revfc

* FIX: handling of "no data found"

* merge

* number format fix

* format change according to black linter

* fixed unit tests because prev. recordings didn't match anymore

* change to match linter rules

* fixes

* delete website files"

* update codespell

* Flake

Co-authored-by: kajdo <juergen.kajdocsy@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-12-12 17:55:20 -05:00
montezdesousa
b2f0e07349 Fix [Bug] SDK - openbb.crpyto.ov.stables - Error: 'rank' (works in Terminal though) (#3557)
* fix stables

* add examples

* small fix

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2022-11-24 18:44:59 +00:00
Colin Delahunty
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
montezdesousa
46141766d7 Sdk dates (#3354)
* example changes in slopes

* change lettering size and side bar capitalization

* revert back to Fira

* start automatic website generation

* this was autogen

* add examples to slopes model

* generate slopes doc

* change to _index.md

* allow italic formatting

* fix regex

* option to regenerate paths

* update alt docs

* fix generate

* update alt

* fix generate

* update common

* target italic only for types

* format alt

* format italic common

* add sig indentation

* update sig indent alt

* update common ident

* add todo

* generate docstrings for all menus

* fix maxdd

* fix returns font size

* fix keys docs

* fix more docstrings

* escape literal symbols

* escape literal symbols

* reformat keys

* format opt

* remove literal escape

* remove another literal escape

* remove another literal escape

* unindent returns

* update docs return unindent

* add comma in last arg

* fix funcs without params

* fix signature

* compact some code

* refactor some more code

* refactor some code

* some final cleanup

* write docstrings

* change main

* move futures paths

* generate futures docs

* add external axes references

* fix typo

* revert to double docstring

* fix small bug

* remove docs folder

* generate.py in website folder

* add forecast to docs

* clear some warnings

* fix underscore

* remove cite

* refresh website docs

* fix forecast docstrings

* fix po

* fix po docs and remove italic

* fix more docstrings

* remove last warning

* codespell

* flake8

* exclude website contente from flake

* noqa on optimizer

* update website

* fix mypy

* remove setup from mypy

* mypy to openbbterminal

* update precommit

* pylint

* try to remove sdk loading issue

* fix dates active command

* fix crypto.change formats

* fix eb formats

* nonzero fix

* format dates crypto.load

* format supply transac

* format hr altindex

* format load crypto

* regenerate docs

* format ba trend dates

* regenerate docs

* format ba trend

* candle defaults

* fix sentiment test

* remove unused import

* shopt

* shopt again

* revert crypto helpers

* test shopt

* fix some tests

* skip trending test

* fix alcoin test

* helpers

* write docs

* rewrite helper

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-11-13 11:37:14 +00:00
jose-donato
15b9e0f966 Fix 3043 (#3268)
* fix(docs): added margin between sections

* fix: moved files to right context

* fix: updated path

* fix: apis

* fix: tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-07 11:38:23 +00:00
andrewkenreich
09f753da1c More Fixes to Crypto + key sort (#3244)
* fix #3095 - autocomplete and command working + key sort

* fix #3056

* fix [Bug]  bugs #3048

* fix [Bug]  bug #3017

* sort -> sortby, not ascend, tests

* fix my goof ups

Co-authored-by: james <jmaslek11@gmail.com>
2022-11-03 11:45:40 -04:00
DidierRLopes
cdd5bae2df When renaming funcs to remove source at start, the translating keys were missing update (#3177)
* fix the en.yml key for some funcs

* fix tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-31 22:46:20 +00:00
northern-64bit
38a53e5f43 Combining commands and renaming others (#3000)
* Combining commands and renaming others

Combining commands with different sources but the same functionality. I also removed indications of source from command names

* Fix tests and hugo

* Test fixes

Co-authored-by: james <jmaslek11@gmail.com>
2022-10-25 11:31:08 -04:00
DidierRLopes
7979b1fc07 Add 3 Token Terminal commands (#2447)
* add crypto/ov/fun

* add tokenterminal to dependencies

* update website content

* add to main.yml

* fix tests

* add tests

* Update _index.md

* Update _index.md

* fix tests

* fix test

* List hint added

* improve code based on Jose input

* fix tests

* requirements for token terminal

* add source and fix source bug

* some improvements

* colors bars

* fix dependencies

* update kaleido version

* update setuptools for pkg_resources

* replace pkg_resources by importlib_metadata

* Added fixes

* Fixed tests

* fix stuff for Josecas

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-10-10 00:28:42 +02:00
Colin Delahunty
5bc7bc070e Tests over API Best Practices (#2344)
* Started new tests

* Added special function

* Improved dict

* Finished new test

* Got bad functions to 75

* Got bad func to 73

* Bad func down to 60

* Bad func down to 50

* Bad func down to 35

* Got bad func to 30

* No more bad functions

* Added tests

* Added fix

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Added tests to CI

* Fixed CI tests

* Fixed CI tests

* Imrproved CI tests

* Fixed reports

* Fixed reports

* Added stuff

* Removed CI

* Fixed

* Fixed some typing'

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-22 22:31:46 +01:00
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
James Maslek
9deb06d733 Friday night bugs (#2557)
* bug 2548 to fix stocks/gov/topbuys

* lets not print the df

* stocks/gov/lasttrades help #2547

* #2531 earnings issue

* Add a check in contracts that the amounts are more than 0

* Fxiix tests

* #2516

* #2516

* #2511

* Break up the estimates into 3 different options

* #2532

* mypy fix

* pylint fix
2022-09-17 12:57:39 +01:00
Colin Delahunty
b6ebe207f2 Bug fixes (#2387)
* Fixed bug

* Fixed tests
2022-08-22 13:14:18 -04:00
Chavithra
9e1a58e2db Here we merge all API Refactor related branches (#2236)
* Update api.py

* Updated forex menu

* refactor ycrv command

* refactor ycrv command black

* refactor ecocal command

* Minh changes

* Adding space to test pushing

* title fix ecocal df

* get economic calendar annotation

* fix investingcom tests

* refactor index command

* refactor overview command

* give defaults to wsj view function args

* rename date args investincom

* refacto bigmac command

* fix ecocal typo

* refactor rtps command

* alphavantage gdp

* alphavantage gdp per capita

* alphavantage cpi

* alphavantage tyld

* alphavantage inf

* refactor macro command

* refactor macro command w helpers

* refactor treasury command

* fix macro on terminal

* treasury labels

* refactor maturities

* update treasury maturities doc strings

* refactor get economic calendar finhub

* refactor map command api

* display map filter choices

* route economy api to performance map

* route economy api to performance map

* display group choices on valuation command

* refactor performance and valuation commands

* refactor spectrum model and view

* add choices to spectrum controller

* delete image after view

* fix model tests finviz

* fix finciz view tests

* refactor futures

* fix some tests

* fix more tests

* fix controller test

* refactor fred series notes

* update fred notes docstring

* refacto fred series ids

* fix pred and qa when empty datasets

* refactor fred

* uncomment stuff

* refacto get series data

* fix some tests

* set defaults on args

* refactor fred yield curve

* black

* fix spell and remove ecocal names

* fix linting

* linting

* pylint fix

* change dangerous defaults

* Working through crypto fixes (#2256)

* Working through crypto fixes

* Continued adding crypto stuff

* Added crypto overview

* Added test fixes

* Added fixtures

* Fixed tests

* Fixed charting issue

* Removed broken APIs

* Final adjustments

* Added test fixes

* map get groups and get ycrv countries into old api

* exposed econdb helper funcs

* remove helpers

* refactor search indices

* linting

* refactor arg currency

* pylint from currency

* Started switching crpyto ascending to ascend

* Merging

* Portfolio model arguements, params, and docstring

* Refactored for etf commands (#2292)

* Refactored for etf commands

* Fixed tests

* Added load command

* Fixed menu

* Portfolio logic fixes

* Added econometrics (#2260)

* Added econometrics

* Fixed tests

* Simplified API

* Added test fixes

* Added test csv

* Allowed examples to be loaded

* Fund refactor (#2291)

* Fund refactor

* Changed fund_name and fund to name

* Changed ascending to ascend

* Stock menu refactoring for easier API usage (#2194)

* Stocks  refactoring for easier API usage

* Linting

* Refactor newly added features

* Linting

* Fixing tests

* Refactor common files used by stocks menu

* Fixing flake8

* Fix linting and tests

* Linting

* Fix flake8

* refactor insider_data

* refactor mentions

* refactor watchlist

* refactor sentiment

* refactor sentiment

* fix yahoofinance tests

* refactor load and candle

* refactor get_news and display_news

* refactor stocks.ins.act

* candle default matplotlib

* fix yahoofinance_view tests

* fix ark model tests

* fix ark view tests

* fix business insider model

* fix business insider view

* refactor csimarket model

* fix tests csi market model

* update dd controller

* fix get suppliers tests

* fix dd controller tests

* fix finhub tests

* fix finviz tests

* fix fmp tests

* fix marketwatch tests

* corrected argument keywords in test_bt_model

* corrected argument keywords in test_bt_view

* refactor fa controller

* refactor marketwatch view

* refactor gov controller

* fix tests fa av

* fix tests elect

* fix dcf tests

* fix polygon tests

* fix fmp tests

* fix quiverquant tests

* fix yahoofinance fa tests

* fix more fa tests

* fix insider tests

* fix more tests

* fix more tests

* fix options tests

* fix stock gov tests

* fix tests test_ba_controller

* fix tests for test_finviz_compare_model.py

* fixed 2 tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fix final tests

* fixed tests

* fixed tests

* Fix tests

* black

* forgot to black tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* flakefix

* Tests + code : Stocks / Discovery

* fix tests

* added recorder

* fixed tests

* fixed tests

* black

* black

* remove unused imports

* refactor display raw

* sia dicts fix

* pylint

* linting

* remove dangerous default

* fix tests

* fix beta model test

* black

* skip screener qa test

* change sector path to sectors

* update tests readme

* fix metric defaults

* black

* substitute lost ticker

* defaults cpic

* another round on sia

* refactor cramer

* reduce default tweets on sentiment

* refactor yf hist, corr, volume

* arkorders default

* refactor income, balance, cashflow

* refacto scorr, screener, getfinnhub

* refactor stockgrid

* ibkr refactor

* another round on stockgrid

* add dividens end point

* refactor discovery endpoints

* update docstrings with similar input

* refactor messages

* refactor ba

* refactor regioons

* refactor twitter sentiment

* refactor hist

* refactor regions

* give default to timeframe

* refactor bunch of defaults and arg names

* remove leftover imports

* refactor vwap

* let tests run

* fix tests

* fix stock tests

* fix stockanalysis tests

* flake

* MYPY

* Made important changes

* added fixes

* Fixed big issue

* Added fixes to tests

* fix qa tests

* fix tests

* fix 1 more test

* last stocks failing

* fix crypto test

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
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: colin99d <colin99delahunty@gmail.com>

* fix portfolio tests

* change period to window

* update ca docstrings

* refactor get_similar_companies func

* Fixed

* Update CI

* Update CI 2

* Update CI 3

* Update dependencies

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-08-17 15:28:54 +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
didierlopes.eth
2cb229f35e Fix a bunch (#1852)
* spacing before and after rich tables

* fix menus to have standard UI

* fix tests

* fix tests

* fix tests
2022-05-21 16:57:39 +01:00
minhhoang1023
e59a30b188 Add crypto DD commands (#1710)
* Add github activity over time

* Create tests

* Update default days in chart command

* Add san package to poetry

* Fix tests failed

* Generate fixtures

* Fix tests failed

* Remove sanpy package and use requests instead

* Adjust index

* Add hugo server

* Fix datetime

* Update tests

* Revert "Update tests"

This reverts commit ffe03a7224.

* Fix tests

* Regenerate cassettes & filter api tokens

* Fix windows issues

* Fix PR comments

* Pass tests & fix comments
2022-04-27 19:49:30 +07:00
jose-donato
670402396e Replaces coingecko deprecated commands (#1650)
* removes cgproducts and cgplatforms and replaces with cr

* add ignore word

* added .openbb script

* reverted crypto change

* doc

* failing tests

* trying chart and fixed minh issues

* Create barh

* Fix ticker labels

* fix test

* loanscan mock

* defi test

* defi test

* Fix defi test

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-04-13 11:12:54 +07:00
jmaslek
b71abcfbf4 Updating some names (#1575)
* quick econ fix

* black

* keys and feature flags

* terminal name 👀

* some more replacements

* some more replacements

* edit pyproject

* gst -> openbb

* add example portfolios back to git

* Update api from gst

* sorry.  skipping some tests

* another round of names

* another round of test edits

* Missed some .gst refs and update timezone

* water mark stuff

* Fixing Names in terminal.spec and name of GTFF_DEFAULTS to OBBFF_DEFAULTS

* fix more GST to OpenBB Terminal

* Logging : merge conflicts with main

* Revert wrong files

Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-03-29 09:46:26 -04:00