Commit Graph

303 Commits

Author SHA1 Message Date
Henrique Joaquim
b170e29478 Hotfix/terminal tests (#5919)
* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load
2024-01-04 14:29:53 +00:00
Adwait
8f42c2fae8 Add columns to stocks/search (#5565)
* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-10-18 04:48:24 +00:00
James Maslek
2bac506dd4 fixing more tests 2 2023-10-02 16:43:23 -04:00
James Maslek
7aaa7bcdc5 fixing more tests 2023-10-02 15:56:29 -04:00
James Maslek
78cfd1a42f residual tests 2023-10-02 14:47:23 -04:00
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
James Maslek
3fcb64d5f2 Fix the CPI CSV and remove twitter functionalities (#5350)
* remove twitter functions

* remove twitter functions and all references to it

* remove twitter functions

* remove twitter functions and all references to it

* Fix units on cpi

* crlf - lf

* missed one

* update ba menu integration test

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-08-18 18:07:48 +00:00
Danglewood
a6e66f7a73 hotfix/fix-stocks-search-sdk3: Fixes the stocks search so that it doesn't print_rich_table() for SDK. (#5329)
* fixes the stocks search on SDK so the ticker symbol is returned.

* export data

* unused argument

* fix test

* more test fixy

* test_print_help.txt
2023-08-17 16:25:13 +00:00
James Maslek
f4cdc3d432 Merge branch 'develop' into release/3.2.1 2023-08-09 17:41:30 -04:00
Danglewood
581fd94276 hotfix/options-hist: Fixes options/hist to display date column when raw is True (#5304)
* fix options hist to display date column when raw is True

* make raw table title same as other sources

* if export
2023-08-09 21:36:35 +00:00
James Maslek
e122a0bb55 fix wsb/deprecate spacc 2023-08-08 14:41:40 -04:00
James Maslek
279850822d fix databento (#5287) 2023-08-07 13:10:21 +00:00
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
DidierRLopes
373c4f1ea7 Update all_api_keys.json (#5277)
* Update all_api_keys.json

* Update CONTRIBUTING.md

* Create json-yaml-validate

* Update release-drafter.yml

* Update json-yaml-validate

* fix test

* add json lint to general

* Update tsconfig.json

* Add a json_validate exclude to not check tests and certain known violations

* fix workflow

* not sure why this didnt exclude?

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 15:25:47 +00:00
OpenBB
68239df094 fix Finviz screener Perf 1Y returning as 1970-01-01 2023-07-22 09:57:51 -07:00
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
James Maslek
52c560d414 Close 2 stocks fa issues with polygon (#5217)
* Fix #5190

* Add quarterly back to polygon cash flow

* Add some to stocks statics

* lint

* Fix tests + balance all of a sudden not working
2023-07-14 14:27:04 +00:00
teh_coderer
002a44b6f1 hotfix / Moving Averages Export (#5214)
* Update overlap_view.py

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-13 16:28:49 +00:00
James Maslek
84f215d4bd Remove economy/rtps and stocks/ta/rsp (#5181)
* remove economy/rtps

* remove ta/rsp

* Forgot the sdk

* remove  from stocks/ta choices

* remove terminal ta intro reference

* remove sdk economy intro reference

* remove from integration tests

* delete gpt index txt files

* more .md files to remove

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-07-07 14:06:43 -04:00
Danglewood
8df31f8de4 feature/usd-liquidity-index: Adds USD Liquidity Index to Economy menu (#5174)
* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2023-07-06 15:50:10 +00:00
Danglewood
598e745beb hotfix/fix-intrinio-load: (#5188)
* fix intrinio stocks load

* update test_stocks_helper

* makes --monthly --weekly work

* pytest

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-05 16:52:37 +00:00
teh_coderer
923327c321 hotfix / Save session on oauth login (#5195)
* save session on oauth login

* avoid `asyncio.run` if in a running loop

* tests

* fix economy rtps
2023-07-04 23:08:16 +00:00
teh_coderer
d2ed7c28ac hotfix / TA ma's empty if not enough data for window (#5180)
* fix: TA ma's empty if not enough data for window

* Update test_load_options.yaml
2023-06-24 02:59:07 +00:00
Danglewood
4bc4368ff1 fix columns subtracting (#5170) 2023-06-22 21:52:48 +00:00
James Maslek
590f487dbd update test 2023-06-21 10:33:40 -04:00
Danglewood
42bf98d6a4 hotfix/options-chains-guide: Adds SDK intro guide for Options Chains (#5155)
* add SDK intro guide for options chains

* add screenshots to page
2023-06-20 12:52:52 +00:00
Danglewood
a7edda330d Feature/options - OpenBB Options Enhancement Proposal (Part 1 - SDK) (#5079)
* add model file for Montreal Options Exchange

* mypy fixes

* define attributes under __init__

* type error fix

* another pylint fix

* adds tests for tmx_model

* black

* mypy

* adds expirations test and re-records

* black

* capture error message in test

* mypy

* add __docformat__ line

* improves get_all_ticker_symbols

* removes python magic command for new cell

* adds TMX as source for SDK chains

* starts on a new method for loading options data returning a standardized object

* add load_options as SDK endpoint

* intrinio response - not complete

* adds tradier to load_options

* add source attribute to options object

* restore legacy nasdaq last price function

* yFinance underlying_price fixes

* yFinance model fix

* adds cboe to sdk options load

* table fix

* creates options_chains_model.py and updates SDK map

* docstrings added for the class.

* updates tmx_model tests

* fix options_controller test

* adds cboe_model tests

* spelling in docstring

* ruff - unused import

* mypy fixes

* more mypy fixes

* pylint

* attempt to manually resolve merge conflict.

* nasdaq_model fix

* adds test coverage for options/nasdaq_model

* docstrings update for nasdaq_model

* mypy fix

* adds unit testing for options_chains_model

* adds additional tests for intrinio_model

* unused import fix

* fix for .TO symbol and TMX EOD chains

* make CBOE Pydantic

* cboe update

* adds switch for pydantic output from all sources

* black

* index options error handling for Intrinio

* add warning message for index options from Intrinio

* tmx_model enhancements

* cleans up get_ticker_iv() in cboe_model

* fix ticker info for index symbols from cboe

* typo in comments

* adds test for tradier_model.load_options

* cboe optionType as lower case

* add function for calculating chains stats

* black

* trailmap for calculate_chains_stats

* adds test for calculate_stats()

* more details to nasdaq.underlying_price

* typo in docstrings

* mypy - options_chains_model.py

* black - options_chains_model.py

* pylint options_chains_model.py

* standardize response from intrinio underlying price

* add function to validate input of function

* missed type hint

* additional error handling for stats

* adds DTE as column for all sources

* adds strategies function and input validation

* add yFinance test for load_options()

* add Nasdaq test for load_options()

* tests for new functions in options_chains_model

* update sdk trailmap

* rewrite tests

* fixes for tests

* fix tmx_model test

* more pytest

* pytest..

* add vertical call spread function

* some cleanup

* update nasdaq tests

* more cleanup

* black

* pylint

* black

* ruff

* black

* pylint

* black

* pylint..

* tests rewrite

* more pytest

* recapture tests

* Different tests were collected between gw1 and gw0

* adds vertical spreads

* vertical_put_spread

* improve calculate_stats

* mypy

* edge cases

* black

* update tmx,yfinance tests

* new cboe tests

* new tmx_model tests

* fix nasdaq test

* test updates

* fix nasdaq tests

* add test_options_chains_model

* refactor data sources

* black

* pylint

* fixing stuff

* forgot a file..

* codespell

* linting

* mypy...

* refactor OptionsChains class

* pylint

* reconfigure SDK entry point

* fix error handling when data request fails

* ruff

* pylint

* pylint

* Add inheritance and a repr string

* add method for skew

* add method for skew

* fix nasdaq test

* add skew to tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-19 13:11:16 +00:00
James Maslek
27bf7207ee Small enhancements (#5146)
* Cosmetic changes + timeout bug

* cant spell

* Fix #5085

* Handle ca tickers + fix tests

* wrong type

* pylint
2023-06-16 14:46:11 +00:00
Igor Radovanovic
08433a76c8 Fix income and cash flow statements (#5137) 2023-06-14 12:57:43 +00:00
Sai-132
6784a9af84 Feature/news sentiment (#4339)
* News sentiment feature added

* News sentiment feature added

* Integration test script file added

* Updated code as per PR Instructions

* API key setting and testing code updated

* Unused imports and line-too-long code updated

* Resolved conflicts in config_terminal file

* removed empty line in terminal_controller file

* Resolved conflicts and updated code for Setting API keys

* Suggested changes have been updated

* Changes updated

* conflicts resolved with data_sources_default.json file

* Code Updated For without API key

* Code Updated

* New changes Updated

* Resolved conflicts and code updated

* Small edits

* missed a spelling error

* fix test

* Lint

* pylint rewrite

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 16:26:35 +00:00
Danglewood
a311ce4686 hotfix/deprecate-options-screener: Sunsets deprecated Options screener (#5111)
* Sunsets deprecated Options screener

* mypy

* docstring fix

* one more docstrings fix

* missed i18n.yaml artifacts

* pylint

* fix test
2023-06-06 18:40:52 +00:00
Danglewood
f0e0217083 hotfix/fix-balance-headers: Fixes #5094 (#5099)
* fixes bad headers for ca/financial statements

* remove unnecessary lines
2023-06-02 13:06:28 +00:00
Adi Sai
fcb78d71f2 Feature/ultima top headlines (#5061)
* initial integration of top headlines

* top headlines formatting

* re-ran tests

* fixing typing issues

* passed test

* fix ruff

* guard top headlines call + pass tests

* Minor cosmetic changes

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-26 16:18:08 +00:00
teh_coderer
3e0309816c Hotfix/ Candle Lines, Tables/Charts Save (MacOS) (#5019)
* init

* fix tables save

* Update .gitignore

* Update utils.ts

* add volume to csv, fix `-` filename

* fixes #5020

* tests

* License year

* tests v1

* tests?

* Revert "tests?"

This reverts commit f837a6e0df.

* fix posthog

* Update test_get_debt.yaml

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-15 15:57:20 +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
James Maslek
425b740eda Hotfix/databento + bugs (#4973)
* bump pywry

* fix rm command (#4890)

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Fix `crypto/defi/anchor` (#4892)

* handle defi anchor exceptions

* reason

* mypy

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* fix windows pyinstaller subprocess fail if space in path

* remove API_IEX_TOKEN

* remove API_SENTIMENTINVESTOR_TOKEN

* Fix data bento calls

* Fix options eod chain bug

* Fix finviz get

* Fix yf balance bug

* removing breakline

* Add error message

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-05-09 08:16:32 +00:00
Igor Radovanovic
1c869afd2f Hotfix/ stocks/fa/dcf (#4992)
* Remove flags

* Update DCF params and file naming
2023-05-08 20:18:37 +00:00
Pratyush Shukla
5ed7830af7 Fixed search command issues (#4845)
* Added `exchange` filter in `stocks\search`

* Fixed arguments

* Fixed issues with `stocks\search` command

* Fixed linting

* Fixed args and updated test

* get rid of second dash

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-05 12:49:43 +00:00
Danglewood
6964947904 hotfix/stock-screener-remove-delimiter: Gets rid of commas in Company column. (#4954)
* gets rid of comma in company name column

* re-records tests
2023-05-03 19:18:54 +00:00
Igor Radovanovic
fd9d6fd030 Remove commas from i18n (#4952)
* Remove commas

* Update unit tests
2023-05-02 19:25:14 +00:00
Igor Radovanovic
d78a3648ce Fix Index not showing for FMP (#4948)
* Fix index

* Update unit tests

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-05-02 16:35:38 +00:00
Danglewood
3c41eb6830 Enhances stocks/quote to allow for multiple tickers (#4928)
* enhances stocks/quote to allow for multiple tickers

* fix for MyPy type error

* fix pylint

* formats index string as title

* adds test for multi-ticker quote and for bad tickers

* adds integration test for multi-ticker quote

* updates docstrings and adds 'openbb.stocks.quote_chart' to SDK

* updates syntax in equity report for quote_data

* ruff

* gets rid of empty lines that got created.

* adds logic to handle input as string when not a list

* re-records tests

* decorators
2023-05-02 15:28:21 +00:00
Pratyush Shukla
3d7b934d16 Fixed incorrect data display using stocks/fa/est command (#4940)
* Removed empty row in OpenBB SDK table under Installation

* Revamped `get_estimates` function

* Linting

* Fixed bugs, tests and modified args

* Fixed test
2023-05-01 20:23:59 +00:00
Theodore Aptekarev
18204202ac Remove stocks/disc/cnews command (#4920)
* Remove stocks/disc/cnews command from terminal and sdk

* Remove disc/cnews tests and test data

* Remove cnews from default sources, translations and intros

* Remove old test data files that are not used anymore

* Add pydocstyle ignore statement to pyproject toml

* Fix print help in stocks/disc controller test
2023-04-27 16:24:13 +00:00
teh_coderer
98ec2959f0 Hotfix/ table fixes (#4848)
* Update helper_funcs.py

* init

* Update test_display_cashflow_comparison.txt

* Update test_display_cashflow_comparison.txt

* fix copy paste fail

* Update helper_funcs.py

* Update backend.py
2023-04-21 18:10:53 +00:00
Pratyush Shukla
df5d5a0047 Added exchange filter in stocks\search (#4801)
* Added `exchange` filter in `stocks\search`

* Fixed arguments

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-19 15:02:04 +00:00
montezdesousa
e27a40ab09 Update fundamental analysis sdk endpoints (#4727)
* update overview

* update overview

* fix docstrings

* update docstrings andremove fillings chart

* Update sdk_helpers.py

* run generate_sdk.py

* replace marketwatch by nasdaq

* generate sdk

* leftover pandas globals

* lint

* fix unittests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-19 13:35:39 +00:00
James Maslek
da7fb3a831 Improve options menu slightly + close some bugs (#4793)
* platform to logs

* dte not /365 and delete code i never got to

* 4 decimals on chains

* Change options default load to the defaut source

* mypy

* Less polluting of logs

* #4420

* #4811

* Fix test

* Remove unnecessary log decs

* Save us money

* whoops
2023-04-18 12:54:44 +00:00
teh_coderer
70f74854d9 hotfix / no window if raw/export (#4809)
* no window if raw/export

* Update databento_view.py

* tests
2023-04-17 16:50:35 +00:00
James Maslek
a1d49e7845 Revert deleted files (#4775)
* Revert deleted files

* move docuemnatation folder

* lint

* mypy lint

* Added manual trigger for GH pages

* Dont divide data by 100 in fred because it can't be overlayed on charts smh

* Switch Price -> Option Premium

* Switch Price -> Option Premium missed commit

* Undo workflow dispatch

---------

Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-04-14 21:13:35 +00:00