Commit Graph

17 Commits

Author SHA1 Message Date
James Maslek
7aaa7bcdc5 fixing more tests 2023-10-02 15:56:29 -04:00
Danglewood
f1eee44cab Feature/options_views: Add a Variety of Views/Charts to Extend the OptionsChains Class (#5222)
* add options_chains_view

* vsurf charts

* skew for strike vs contract

* doc string

* add chart_volatility

* linting

* codespell

* mypy

* types

* tmx mypy

* update test file

* add synthetic long/short to strategies

* updates test_options_chains_model.py

* updates some docstrings

* update documentation

* actually commit the documentation page

* update documentation screenshots

* try catch for 403 error

* add tests for options_chains_view

* int64

* SPX error handling

* add cboe options dashboard for terminal

* codespell

* enable mouse scroll wheel zoom for charts

* declare key values for all widgets

* add some more streamlit charts and tables

* fix test_yfinance_view.py

* conflict resolution

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 20:58:47 +00:00
teh_coderer
979930b9e8 feature / Refactor Interactive Charts to React (#4941)
* init

* fix tables

* add shortcuts

* handle svgs

* test

* test2

* test3

* Update loggers.py

* Update sdk_helpers.py

* Update loggers.py

* Update loggers.py

* updates

* updates

* update

* handle add text high/low for candlestick traces when updating

* adding save overlay to tables

* maybe fix

* prints

* asdf

* working

* working

* removing prints

* update

* fix no figure title text

* add trace labels space

* download finished popup for MacOS

* bump pywry

* update

* update table

* Update plotly_helper.py

* only format numbers over 10_000 on tables

* Delete generate_index.py

* turn off logs in generations

* update tables

* bump pywry, fix tables, added ichimoku ta indicator

* Update backend.py

* mypy

* update tables

* updates

* juan more

* tables

* test

* bump pywry

* bump pywry

* Update loggers.py

* test

* fixing some formatting

* add update button to indicators dashboard

* fix oecd dates to be full dates

* prepare charts/tables for pywry update

* Update poetry.lock

* Update finviz_view.py

* tests

* tests

* tests

* tests

* testss?

* tests

* Create test_call_func[call_sec-nasdaq_view.sec_filings-other_args37-called_with37].yaml

* testtss please

* Update loggers.py

* testss

* `with open(newline="\n")`

* tests

* tests -__-

* why

* Revert "`with open(newline="\n")`"

This reverts commit 554e0f53f4.

* Revert "why"

This reverts commit 89f1d9b823.

* Revert "tests -__-"

This reverts commit a9c694ae96.

* Revert "tests"

This reverts commit 5463249498.

* whelp

* .

* rename `streamlit.py` -> `streamlit_run.py`,  bump pywry/finviz/streamlit

* Update backend.py

* update

* Revert "update file"

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-11 17:38:12 +00:00
Igor Radovanovic
9a8bc77633 Re-record unit tests (#4656) 2023-04-01 18:19:30 +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
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
Chavithra PARANA
b8dc2ef36b Tests : update cassettes + txt + csv 2023-02-09 19:01:52 +01:00
James Maslek
e7185b10f3 merge the release changes into develop (#4016)
* 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

* bump

* Update release branch

* revert conda yaml

* logging hash

* Update version number

* Added scipy to intel

* Add xgboost to intel

* add scipy libs to windows only

* add scipy sparse

* update scipy and pywin

* update tests

* UPdate installation.md to reflect 2.2

* fix yf unit tests

* Try to get futures tests working

* Ignore tz in yf download

* Found another end date needed

* delelte yf cache

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-01-19 11:41:39 -05:00
montezdesousa
8b96fdbb29 Fix historical futures plot axes (#4006)
* change start date to model

* rewrite test

* ruff

* add end date

* move futures and update test

* return if wrong dates

* fix controller test

* record mode rewrite model and view

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-18 17:26:30 +00:00
montezdesousa
e9b832f779 Fix portfolio returns (#3931)
* fix inception bug and clean some useless attributes

* reorder attributes

* add returns and cumulative returns

* fix cumulative returns

* fix cumulative returns

* remove cumulative ret

* add some doc and encapsule methods

* order detail

* add more details on docstrings

* wrong docstring

* add commnet

* Update portfolio_engine.py

* fix bug with unsupported type

* 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

* fix table header

* fix portfolio integration test

* ruff

* fix tests

* rewrite yfinance call

* fix test_draw

* test_stocks_helper

* bt model

* fix comp analysis

* fix ftd

* fix dd

* fix screener

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-01-13 17:25:53 -05:00
montezdesousa
9438329378 Rewrite and skip yfinance tests (#3953)
* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark
2023-01-13 19:41:45 +00:00
montezdesousa
c6b2ec5857 Integration tests refactor (#3781)
* generate integration tests report

* new console report

* simple run_scripts

* move tests script to folder

* add skipping

* always display skips

* func name

* allow running from relative path

* rename some vars and time

* typo

* change portfolio supress and warning

* uncomment economy test

* rename test controller

* multiprocessing

* display test progress and available

* rename func

* mypy

* should not be here

* small changes

* type hinting and docstrings

* new subprocesses default

* forget context and chunksize

* clean len skipt

* small comment

* fix subproc default with v

* minor change

* fix path

* better this way

* make output visible

* allow only sequential run with verbose mode

* change message

* detail

* include andrew idea

* limit multiprocessing to clone version

* fix for package application

* must be up here

* allow verbose with multiprocessing but warn

* update readme

* move tests to core

* Update README.md

* Update README.md

* move readme outside

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* Update README.md

* parse subproc arg

* Update README.md

* 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

* Delete glossary base command

* move scripts

* ruff

* update pyproject.toml

* update yfinance

* fix futures and economy test, rewrite

* rewrite stocks test yfinance dependent

* refactor sia to yfinance 0.2...

* fix last failing sia tests

* black

* update reqs

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2023-01-11 14:23:43 +00:00
Henrique Joaquim
306d0ec9bd Fix issue on loading stock (#3860)
* fix the issue for inexistant ytd dataframe

* fixing tests
2023-01-03 09:15:12 -05:00
James Maslek
a3419d0844 deps update (#3800) (#3801)
* deps update (#3800)

* statsmodels

* delete very old files

* Lots o tests

* etf tests

* OPtions tests

* Pin psutil for m1 build

* stocks rewrite expected

* pyproject comments + portfolio test

* disc/ark view test

* dcf coe

* dcf view

* stocks screener

* dcf model

* etf controller

* insider views

* dps view

* ca menu

* stocks/qa

* skip bt tests

* get rid of pymongo from .spec

* One last skip

* Allow finviz to be 1.4.4

* oops forgot to get rid of my debugging

* remove bson from spec because no more pymongo

* make requirments txt and requirements be finviz 1 4 4

* try hidden import

* Gray sweatpants

* Add files to spec

* Revert "Allow finviz to be 1.4.4"

This reverts commit 9581993b4f.

* Revert "Pin psutil for m1 build"

This reverts commit 07fa2d1be0.

* Revert "statsmodels"

This reverts commit 2e431b5d34.

* Revert "deps update (#3800)"

This reverts commit d9fb8a288c.

* Re-solve dependencies

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-12-20 23:45:29 +01:00
James Maslek
f7d63fa499 Adding some test coverage (#3316)
* Fix the formatting test by changing futures input to symbol not ticker

* Regenerate sdk docs

* Add test for economy macro

* fred query test

* Futures

* FRED Test

* lint

* flake fix

* black fix

* futures again

* Test Index

* Add treasury tests

* pylint ignore too many lines

* FOrgot end date
2022-11-09 15:52:20 -05:00
DidierRLopes
47549cbd9f [SDK] Allow silencing verbose output in commands that use stocks/load (#3180)
* remove verbose on load

* Revert implementation of the verbosity setting in stocks controller

* Edit docstrings to comply with pydocstyle linting rules

* Fix typos in variable names and help text

* Add verbosity setting to forex load helper as it uses the stocks helper

* Update docstrings to comply with pydocstyle linting rules

* Update tests

* Fix test relying on local sources settings

* Remove old test cassettes

* Add new test data

* WIP: Fix futures tests

* Clean up test file

* Fix futures tests having a time component

* Fix futures model tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-11-02 09:46:58 -04:00
DidierRLopes
8715c3336d New futures controller (#2758)
* start futures branch development

* small improvements

* display futures historical

* small improvement

* improve raw

* add curve command

* improve autocompleter

* styling

* add option to select expiry

* Two small things

* Add check that curve not empty

* improve plot and add description futures search

* add check for empty curve earlier on

* merge main

* fix black linitng

* black linting

* add ES to futures

* minor improvements

* Add docs

* Update _index.md

* Update _index.md

* fix crude oil exchange

* fix when dataframe has a single datapoint

* black linting

* add integrated test

* add futures tests

* add futures to SDK

* add tests

* pylint

* ordering

* fix tests

* fix tests

* fixed now?

* fix tests once and for all?

* tests

* helping out didier

* fix tests

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-22 22:59:48 +01:00