47 Commits

Author	SHA1	Message	Date
Theodore Aptekarev	8b95d19b43	OpenBB Platform v4 (#5225) ... * change location * check something * add cache * fixed auth w/@IgorWounds and @montezdesousa * fixes for econometrics * include Darren auth suggestions * some routers included if dev + chg hub backend var * coverage router should not be here * update docker readme * forgot to check auth here * Change extension imports * update docstrings and readme * headers function wasnt being called, just referenced * relative import * econometrics add headers everywhere * Fix QA * Fix TA * Fix test * Fix python interface QA and TA * Lint * Cleanup * Change path * make the changes and some etf models * tests for command_runner * ruff * solving naming issues on pytest * Update some docstrings, fix typos and lint * solving econometrics instantiating wrong openbb * chaging the way pytest runs * messing around with the imports * ruff * Change template to add platform considerations (#5533) * change template to add platform considerations * @the-praxs suggestions * solving __pycache__ issue * removing typo * ci yml * making linters happy (i guess) * Improve Omega Ratio and docstrings * chaging pro validation hash * ruff * Fix OLS Summary and lint * Add OECD Provider for economy extension (#5534) * Add record to docs * update a couple of cboe models * Fix econometrics bugs. Make tests pass. Lint. * black * ruff * pydantic v2: remove deprecated Extra * pydantic v2: self.dict -> self.model_dump * revert pydantic * revert the revert * try 1: pin urllib3 < 2 * Revert "try 1: pin urllib3 < 2" This reverts commit 3736c311cb. * Revert dep * Fix * re-lock * Skip all tests when doing cspell in pre-commit * Resolve linter errors * Add OECD to install script * Add OECD * Resolve more linter errors * Exclude static files of v4 python from ruff * More linting * Another attempt to resolve even more linting errors * Change how Literal is used * ticker. symbol. consistent. @piiq * change ticker field in Stock Search to is_symbol * Update Cboe model for stocks_search -> is_symbol parameter. * Fix issue * Lint * Small QA to rename SDK to Platform (#5544) * SDK -> Platform in docs * renamed in core * renamed in openbb `init` * `sdk` variable renamed as `platform` --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * `validator` -> `field_validator` in standard models * Standard convention for multi-ticker symbols (#5549) * standardize symbol input param in forex and crypto historical data * static * linting * Fix stock_search integration test params * Update dependencies and linting on the CI (#5550) * Remove ruff and black from platform dependencies * Update codespell configuration * Lint python code * Add toml and tomli to root dev dependencies * Update requirements.txt files * Fix buggy docstring in python package methods (#5548) * fix buggy docstring for methods * remove space * fix typing * avoid name collision with validator * Revert "avoid name collision with validator" This reverts commit 8a30a44555. * typing * rebuild * python 3.8, ParamSpec not available * lint * ruff noqa * Merge with develop (#5551) * Charting extension integration tests (#5547) * initial proposal for integration tests on the charting extension * int tests for charting generation * python generator * ruff * boilerplate templates * python tests * tests for the api * using body instead so data don't get redefined * unit tests for coverage * ruff * docstrings * unnecessary access to keys() * Add trading economics economic calendar * dev install * Data Models disposition on the website (#5538) * pydantic v4 * flat structure * md files * Revert "md files" This reverts commit bd2170e2ad. * improve command descriptions * nice title and description * human readble data model names on left panel * implementation details section * content markdown files * markdown versioned files * showcase page * updates --------- Co-authored-by: tehcoderer <me@tehcoderer.com> * everything except tests * fix `datetime.date` import in fetcher test * modified url to remove `api_key` placeholder * record test * api key is called c here * fixed fetcher test for api key * recorded tests * refactor * life is ruff * codespell * Make Intrinio options chains great again (#5540) * add multithreading * cleanup * linting * use dateutil.parser * removed `TICKER_EXCEPTIONS` * modified `date` and `type` fields in standard model * set alias for `date` and `type` to match standards * static * static * Hotfix/fix post tests (#5555) * Fix econometrics * Fix ta * Fix qa. Remove intrinio to not be rate limited * Lint * Fix typo * obbject tests (#5558) * obbject tests * ruff * fix dev_install * fix unittests * black on nox * black on nox * nox * fix fetcher test so it can compare dates * fix intrinio tests * ruff * change to model_dum() instead (#5561) * Passing tests (#5560) * Passing tests * fix options * Fix most tests and bugs * fix forex missing params * make symbol upper in polygon fx pairs * fix fixedincome integration tests (#5564) * Fixing charting api integration tests (#5562) * fixing charting api integration tests * black * fix stocks less five API fails * fix the 5 failing stocks integration tests * recapture fmp stock news unit test * fix fmp forex api test * couple more forex integration fixes * changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change * ruff * fix ta * add missing param * fix testers for the api * fix globalnews to use images instead of image * remove unncessary pandas import * econcal int tests * update gitignore * fix get_querystring to support lists * add missing parameters --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * Stock Historical standardization and UX improvements (#5457) * polygon add interval standard param * attempt at standardization * Alpha Vantage params standardization * rename `get_intervals` and fixed bug for extracting wrong value * missed changing it in `extract_data` * linting * polygon cleanup * modified `start_date` & `end_date` type to `datetime` from `dateType` * standardized intrinio stock historical params * fixed yfinance * linting * revert start and end date to dateType from datetime * fix alpha vantage * changed param * fix intrinio infinite loop * `validator` is `field_validator` * revert time params and fixed intervals * `outputsize` alias set in `Field` * set interval description using in-build dict * yfinance stock param standardization * static * intrinio cleanup * Polygon add api params as `PrivateAttr` * modified yfinance params to `PrivateAttr` * intrinio remove overriding date params * fixed description for AV adjusted param * fix alpha vantage intraday not working * re-record and pass unit tests * pass integration tests * Update test --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Fix econcal endpoint (#5567) * fix econcal for python interface * fix econcal tests * fix non supported json output * Fixes FMP index endpoint to get 1 day interval data (#5535) * fix FMP endpoint for getting index data for `1day` interval * fix `open` type to prevent validation error * modifed `validator` to `field_validator` * type of fields is `StrictFloat` * re-record and pass test * linting * `validator` -> `field_validator`, a3'd everything * Fix regression in tests. Lint * updating the integration test actions * Fix typo * Fix typo * Fix import * Publish versions `a3` to Pypi (#5568) * bump versions and script to publish * small improvements * uncomment exception * openbb * publishing guidelines * improve docs * add providers to economy api * make symbol required in stock_quote * Fix keys * Fix oecd * add comma * revert * Add quotes * Sleep * Improve tests * Improve * Feature/query transform (#5566) * inject query into transform_data * swap query and data * update missing fetchers * last test failing * sig test fetcher * black * av add `query` to `transform_data` call * transform_data: missing refactoring * fix uvicorn command in the doc * Automated examples (#5576) * Automated examples * Fix bug * Lint * static assets built on 3.8 * Revert "static assets built on 3.8" This reverts commit fb82ff7bd9. * remove assets * static assets on 3.8 * static assets on 3.8 * Wrap in quotes * Improve wrap * minor fix * rebuild 3.8 * Fix bug * Fix edge case * Lint * rebuild --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * use SecretStr for sensitive fields (#5578) * use SecretStr for sensitive fields * fix * docstring * Add tests for provider (#5583) * Add tests for provider * Test standard models * Lint * Fix standard model issues. Co-authored-by: @the-praxs * linting * `symbol` -> `is_symbol` in `economy.index_search` * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546) * add biztoc provider * duplicate field * black * request headers * recapture test * move stuff around * add integration tests * duplicate OECD entry in dev_install * duplicate entry for oecd in pyproject.toml * Add Biztoc to workflow * update readme: credentials * Add Preferences to README * improve tests * fix biztoc * obbject pylint * Bug fix: serializ SecretStr before dumping to json * export credentials as json (#5592) * Check for wrong, changed, or outdated params. (#5597) * Improving `economy.cpi` for the FRED data (#5602) * remove multiindex using coding magic * Update field descriptions --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Improve error message. * Improve * Test tests (#5607) * Test tests * Add test * 4.0.0a4 PyPI publishing (#5608) * changes to publish * fix mini conflict * typo * cleaned `descriptions.py` * fix description in `cpi.py` * Add ETF extension to v4 (#5609) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add ETF historical price from yfinance (#5610) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add etf historical price standard model and route * Add etf historical data from yfinance * Add unit tests * Fix linter error. Organize imports * Update test data * Revert common descriptions erased by CPI PR * remove `symbol` from data for `stocks.ca.peers` * Test docstrings (#5613) * Test docstrings * fix minor bugs w/@IgorWounds * static only w/@IgorWounds * fix `importance` param in `economy.econcal` * right static only w/@IgorWounds * Fix econcal and add tests to noxfile * fix econcal static * re-record --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Clean up the newly created ETF extension (#5611) * Add ETF to dev_install bundle * Add integration tests for openbb-etf * Patch integration test generator scripts to produce lintable code * Add py.typed markers for extensions * user preferences descriptions (#5593) * user preferences descriptions * typo * Feature/v4-sec-provider: Add SEC provider to V4 (#5556) * coerce string type, add default=None * add sec provider and FTD function * update description * ruff * data model definitions in standard model already * duplicate oecd entries in dev_install and pyproject * actually commit * integration test * add stock search to SEC * add company filings for SEC provider * integration tests * remove duplicated line * ruff * **kwargs in Transform Data * some helper functions for later * black * add helper for mutual fund and etf lookup * add some SEC lookup helpers to a new regulators extension * black * ruff * fix test param * take institution filter out of sec stock_search * ruff * remove URL that codespell doesn't like * add cik-to-ticker map * add litigations rss feed * make openbb-regulators a dependency of openbb-sec * add SIC search * improve ftd and remove BeautifulSoup from SEC dependencies * fix parsing the zip files pre-2009 * ruff * update descriptions * recapture ftd test * tests params * typo * change limit param to 1 in test_sec_stock_ftd * Add didiers to_records method (#5588) * Add didiers to_records * unused import * Bring back polars + do what igor suggested * Make the output consistent with what it was. * Black ? * spelling. oops. almost like we have a pre commit or something * Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618) * coerce string type, add default=None * add price_performance endpoint from FMP * black * extra period in docstring * ruff * forgot one file * Feature/ipo-calendar: V4 IPO Calendar (#5605) * coerce string type, add default=None * add intrinio ipo calendar * fix typo * sort __init__ * fix description * make requested changes * update test params * black * test updates * etf integration * Add disc router and WSJ provider * OBBject extensions (#5612) * changes to core * bug? * docstring * doc * Update credentials.py * fix model_dump * create extensions * fix docstring * doc * revert change query_exc * doc * fix container test * redirect obbject test patch * doc * rename method * move decorator to extension file * rename method extend_obbject * changes in creds model * avoid credential racing * doc * rename prop * doc * doc * remove comment * comment some code * free extension names * docstring * doc * docs * Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580) * coerce string type, add default=None * adds fmp to economic calendar and fixes some things with TE * ruff * etf integration test * missing provider for test * rename te cassette to economic_calendar * fix test * rename tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add stocks disc endpoints (#5630) * Add stocks disc endpoints * Explicit * Lint * Add tests * Bump timeout * Feature/disc router (#5616) * Add disc router and WSJ provider * Lint * Lint * Move endpoints under ETF router * Update etf_performance.py * Add ETF info and sector exposure from FMP (#5620) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Fix linter errors after the merge * Fix more linter errors * Fix failing and add missing tests * Fix integration tests * Fix calendar ipo tests * Add ETF holdings and holding report dates from FMP (#5629) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Add etf holdings and holdings date routes and standard models * Add fmp holdings and holding dates fetchers * Update holdings fetcher to properly handle date object inputs * Add unit tests * Add integration tests * Black after merge * Fix test input data format * Disc router for equities. (#5640) * Disc router for equities. * add tests * Bug fixes in financial statements (#5537) * `validator` to `field_validator` in standard models * Polygon add `ttm` to `period` param * Revert "Polygon add `ttm` to `period` param" * Polygon add `ttm` to param `period` * `EarningsCallTranscript` standard model removed `quarter` param * use `tag` instead of `name` for correct field name * fix url for intrinio income statement * modified intrinio cash flow `transform_data` function * set optional data fields and validate dates * fix insider trading not fetching recent data * linting * refactoring * refactoring * set param alias in fmp stock insider provider model * get all quarter data for intrinio * add `limit` param to `stocks.fa.ins` * refactoring and linting * removed additional comment * linting * re-recorded and fix tests * cash flow standard model field type to `StrictFloat` * Intrinio cash flow model fixed to get all quarters' data * linting * refactoring * financial statement standard model field type to `StrictFloat` * Intrinio financial statement model get all quarter data * set `period` type to `Optional[str]` * add `period` param to balance sheet provider models * add `period` param to cash flow provider models * use alias in model dump * remove `ttm` from `period` param * revamped intrinio financials * fixed incorrect description for `limit` param * modified tests for `balance`, `cash` and `income` * re-recorded tests * skipped intrinio financial statement fetcher tests * Add ETF county weighting command with FMP data (#5645) * Remove code that wrongfully infers the filing date as end of quarter * Add etf countries command with fmp data * Add countries command to etf router * Update sector and country weighting fmp models * Fix docstring typo * Add unit tests and update mock data * Add integration tests for etf.countries * Bring back missing integration tests * Fix economic calendar integration tests * fix missing data in intrinio financials * removed inutile params from Polygon financial statement models * Intrinio IPO overhaul * tests fixed and re-recorded * Add ETF holdings performance with FMP data (#5659) * Add etf holdings performance endpoint * Add tests * Fix failing polygon fetcher tests * Split long holdings lists into chunks and update test data * Change chunk length to 500 tickers * Add stock search from FMP (#5642) Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Feature/v4 pypi (#5579) * improvements to the publish script * move scripts * initial script that builds the package * adjustments on the docs * test pypi workflow * add hour and minute to version * black * ruff * duplicate file * moving files instead * build throught the script instead * update nox file * integration tests workflow * change workflow * fix dev_install * fix in sed cmd * testing the platform only * commenting out the publishing * fix run commands * improvements to the publish script and doc * fix publish script * updating the script and the workflow * feature/v4-pypi nightly (#5589) * init * Update nightly.py * cleanup * init file * not referencing dev_utils * updating obb platform key * revert * Increase warmup time * project name on pyproject and adding the --pre flag on readme * moving to the build folder * fix noxfile * reflecting the moves on the import statements * fix pyproject path * ruff * fix paths * fix super typo * update workflows * moving the pypi terminal files into its folder --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * economy.calendar nasdaq (#5628) * add quandl econcal * unittest * add integration tests * replace &nbsp * fix bug TE importance * small fix * remove stuff from quandl * add nasdaq provider * add nasdaq to install files * Update test_economy_api.py * test * quandl leftovers * remove quandl econcal test * lint * replace &nbsp * ruff * lint * update nasdaq gmt * validate countries * here * no need for this * fix calendar tests * static * static * remove error * static * readme + website * readme * remove changes TE * typo * fix unittest * fix tests * Update __init__.py * Update economic_calendar.py * revamped model and added helpers for date range --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672) * add nasdaq dividend calendar and move out of fundamental_analysis * black * ruff * add random-user-agent to pyproject.toml * add nasdaq ipo calendar * add nasdaq flag for SPO to IPO calendar * add spo test param * black * dividend test * fix transform_query - nasdaq_calendar_ipo * bring back different headers for ipo calendar * remove references to test * Add disc endpoints (#5660) * Add Quandl top retail * Add tests * Add Seeking Alpha * Add Filings * Change Provider * Fix test * Add dev_install * static * static correct * y u forget me * updated deps * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * using dev install (#5673) * Expanding the `fixedincome` menu (#5655) * models and fetcher * making the fetcher visible * std model * adding the command * improvements to the models * typo * adding the command * imrpovements to dwpcr * standard model for ecb int rates * adding the fetcher for fred * standard model of ice bofa * add ice_bofa command * ruff * ice bofa fetcher * moody std model * moody * std model * add cp command * unused import * cp * spot * ruff * hqm * tmc * ffrmc * tbffr * ruff * typing fixes * buggy dates * fred fetcher tests * ruff * adding ecb as a provider * adding new provider related stuff * adding the new command eu_ycvr * models * test for ecb fetcher * Feature/v4 fixedincome int tests (#5661) * integration tests * happy ruff * mini adjustment * ruff * typo * verbose type * fix tests * docstrings everywhere and an happy pydocstyle * fix tests * Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621) * add user preference for storing cached data * ruff * fix tests? * fix test key error..? * etf integration test fix * add cache dir to SEC * black * improve docs structure for V4 (#5586) * improve docs structure for V4 * moving over changes * Add Docs to the navbar * add some, re-order sidebar * fix sentence * add docs install to source instructions * insert a couple of links, fix a typo * big terminal docs usage revamps * improve toggle component for tutorials * get rid of TOCs for all terminal docs for consistency and simplicity * improve platform docs * improve bot docs content structure * remove index from bot docs * improve ON THIS PAGE to only display TOC if at least 1 element * make edit this page text and icon on same line * add author and date to docs * add basic syntax page to usage * sidebar order for usage section * move api start command to the top with the import python import * some install page additions * small improvement * refactor routines section * Update introduction-to-routines.md * Update pipeline-of-commands.md * Update introduction-to-routines.md * Update routines-for-power-users.md * Update community-routines.md * update keyboard hotkey macros * askobb page * Update askobb-feature.md * Update index.md * Update index.md * Update index.md * Update index.md * fix images * remove HeadTitle from all files where it exist * get rid of extra spacing in markdown * small update * small edit * need index at the start because of main path when homepage of docs * use openAI to create SEO for front matter on my behalf * remove table of content from sdk page * finish improving metadata SEO for SDK docs * update duplicate header * update HeadTitle to be more specific on product * remove index from bot telegram reference * delete duplicated title for platform reference * another update * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * start PR so screenshots can get attached via GitHub website * Update qa.md * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * Update crypto introduction.md * titles * another title * Update crypto dd.md * Update defi.md * Update disc.md * Update nft.md * Update onchain.md * Update ov.md * Update introduction.md updates URL * Update introduction.md add HeadTitle * Update ba.md * Update comparison.md * Update dark-pool-shorts.md * Update disc.md * fix docs (#5646) * Update fa.md * Update gov.md * Update ins.md * Update tradinghours.md * Delete website/content/terminal/menus/stocks/options/screener.md * Update Options introduction.md * Update screener head title * Update screener TOC * Update econometrics.md * Update economy head title * Update etf.md * codespell * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Contributing guidelines (#5615) * intro section * what's expected sections * improve sections * improve sections and move how to add a data point * moving qa under contributor * better intro * moving the sharing section * better expectations * small intro to the contributor guidelines * moving things under the contributor section * there is no pre commits on the platform yet * dependency management * best practices for extensions * typo * collapse options subfolder * codespell * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update fixedincome.md * url * Update forecast.md * Update settings.md (#5665) * Update forex.md * fix front matter (#5667) * Fix conflict markers that got into markdown during previous merges * Fix front matter list formatting * Fix typo * small thing * fix hyperlinks * Update .codespell.ignore * output_type options * Architectural considerations * Update sidebar to hide pro section by default * Minor copy changes * TET pattern * import statements * clarification on preferences * Minor copy changes * Lint markdown and python * fix: open index on collapsible root elements * remove old content * options title * Fix linting errors * Refactor sidebar label to url mapping condition --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Add multi-ticker support to etf_countries (#5670) * add multi-ticker support to etf_countries * remove commented-out lines * normalized percent points * percent -> percentage * Fix Nasdaq Econ Calendar Fetcher (#5668) * fix nasdaq econ cal request * more html tags * add random-user-agent to pyproject * another edge case - 24H -> 00:00 * Feature/v4-unusual-options: Adds unusual options endpoint. (#5677) * add unusual options fro Intrinio * test params * move sorting * Change type * update FMP fetcher to use the V4 endpoint (#5681) * Fix price performance not parsed correctly when there is only 1 ticker (#5678) * Add crypto search standard model and FMP data for it (#5679) * Apply renaming to news data (#5684) * inegration complete * reformatted for black * fix ruff issues * revised integration * changes to versions in pyproject.toml and updated lock files * Rename models * Update tests * Fix typos here and there * Update routers * Apply rename to ultima * Properly mock api key * Mock ultima api key --------- Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> * Feature/v4-market-snapshots: Adds full market snapshots (#5473) * add stocks market snapshots from fmp * add fmp fetcher test * unused imports * add polygon to market_snapshots * update fmp market_snapshots * black * pydantic2 things * updates * change validate_obj to model_validate * polygon cleanup * tests * descriptions * black * data description * minor adjustments, using less local variables, improving readability and removing pandas * better structure * minor adjustments * lint * fix int tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617) * coerce string type, add default=None * add polygon stock quote * limit cleanup * add greater/less than to params * limit param * black * tests * fix tests * test_etf * rename model and function to NBBO * add standard model for nbbo * improve standardization * not redifining builtin max * fix input params * integration test params * removing unused import Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * revamped code * re-recorded nbbo test * added symbol validator * added alias in field * Stock news -> Company news --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682) * merge quandl nd nasdaq * dev_install.py * test param name * economy python integration test * Add more input types to data processing commands (#5453) * adding more supported types to data processing commands * ruff * removing unused import * docstrings * data processing types covertion * data description * test filters * ruff * fix package builder tests * ruff * removing print * Add stocks/dps module (#5638) * short volume * pyproject missed * add sec short interest with days to cover * Add FINRA OTC endopoint * some tests * rest of unit tests * Integratin test scripts * dev install * linters caught by pre commit * lines too long * Last test files * maybe it needs a lock file? * thanks pratty * Maybe ill actually listen to pratty next time * sec test date freeze * I cant hit buttons * re record tests * tests 3 * Stockgrid test * regen int test * more testing * lint * moved these fns * dis killing me * one more test * last one * Update integration tests * Fix tests picking up wrong dps route --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename Forex to Currency (#5687) * restore fields as optional (#5686) * Rename Crypto (#5689) * added `crypto.price.historical` * static * fix tests * fix incorrect label * Move model from sec to finra (#5692) * Update toml * fixed deps * add openbb-etf lock file * cleanup * cleanup (#5694) * Rename Fixed Income (#5695) * Rename Fixed Income * Add routers * Rename stocks to equity (#5688) * Rename stocks folder * Rename openbb_stocks package * Rename routers * Reroute equity menu * Update routes based on feedback * StockNews -> EquityNews * StockInfo -> EquityProfile * Rename Equity calendars * Equity peers rename * Rename discovery * Rename fundamental * Rename price command models * Rename shorts * Update charting router * Fix seeking alpha upcoming release date * Fix linting errors * Update tests * Fix tests * Skip econometrics api tests because it's python only * Update integration tests and test data * Historical analyst estimates * Skip cboe options chain test. Unable to record vcr cassette * re-record cboe cassettes * Document CBOE unit test creation caveats --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Feature/files-for-igor: Adding a few standard models for Igor (#5699) * add some standard models for Igor * codespell * update descriptions * Add devtools metapackage (#5703) * Add openbb-devtools metapackage * adding devtools to the dev_install script --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Rename econometrics commands to be more verbose (#5702) * Expose command to model map (#5706) * Rename ta qa (#5708) * Rename ta folder * Rename ta to technical * Rename qa folder * Rename qa to quantitative * Rename the actual routes in quantitative * Equity cleanup (#5707) * cleanup * static * renaming to equity cc @the-praxs * Proof reading --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Don't enforce imperative for first word of the docstring * Remove ultima from default extensions * Rename `economy` and create `index` extension (#5705) * renamed economy and re-recorded tests * static * market indices * european indices * fred indices * index constituents * tests * correct package name * oops * static * linting * Move COT commands to regulators * Rename economy.list to available_indices * Rename GDP models and clean up * Fix charting tests * Drop _indices from available_indices command * Fix obbject to_dict test --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename etf/disc (#5715) * Docs/v4-working-docs: PR to Work on V4 Docs (#5693) * Revert changes related to pydantic2 made into v3 code * Revert fred model changes in v3 * Revert pydantic2 databento model changes in v2 * Update some names and v3 lock file * Clean up openbb/package before the beta release * Platform publishing procedure (#5701) * update instructions * introducing the version script * publish message * fix platform path * reflecting version changes * getting version from installed packages instead * removing toml from dependencies * Changes to get `a7` out (#5697) * changes to get a7 out * etf menu on the pyproject.toml * poetry lock * bump `openbb-etf` to `a5` to match version * updated deps * removing ultima * removing references to a4 cc @the-praxs * Bump index menu version * poetry lock --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Update publishing instructions * Bump core dependencies in extensions and providers * Add changes to the publish script following the beta release * Update the versions in static extension map and openbb metapackage --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: tehcoderer <me@tehcoderer.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>	2023-11-13 15:03:31 +00:00
nectariosouzo	c57a82bed7	Add basic testing for new etf endpoints	2023-09-27 14:05:02 -04:00
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
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
Harsh Vardhan Sharma	ecf7814ffd	Adds Topledger on-chain data (#5029) ... * Adds Topledger on-chain data * Update with Review Comments * Updates API Documentation for Topledger API * Removes Duplicate entry from trail_map * Updates Topledger Org Slugs & API keys * Fix Linting Error * Fix Linting Error * Fix Linting Error * Fix pylint errors * Fix onchain_controller test for help text --------- Co-authored-by: Deepak Khatri <3785149+dkdocs@users.noreply.github.com>	2023-06-30 16:16:59 +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	eac108e74a	fixes stocks/fa integration test file (#5092) ... Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>	2023-06-01 20:13:46 +00:00
Danglewood	6381abb575	fixes for integration tests stocks/test_insider and test_screener (#5084)	2023-05-31 17:48:56 +00:00
northern-64bit	8e21b340e0	Adds test for collinearity to the econometrics menu (#5018) ... * Add `vif` command to the ecomometrics menu Adds `vif` command, which tests collinearity by calculating the variance inflation factor. * Fix spelling * Fix ruff * Fix ruff * Fix mypy + add sdk example * Fix mypy * Fix pylint * Fix input + error handling * Remove rouge print + error handling for one column * fix linting	2023-05-25 14:54:11 +00:00
Danglewood	77b2da0cd3	fix integration test for fixedincome controller (#5060)	2023-05-23 22:38:16 +00:00
Danglewood	5b4b8f9ee3	expands integration test coverage (#5051) ... Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>	2023-05-20 18:01:12 +00:00
Danglewood	b3d4909bf2	100% coverage for fixed income integration tests (#5048)	2023-05-19 18:30:15 +00:00
Danglewood	0e0de86b49	feature/heikin-ashi-candles: Adds a flag for Heikin Ashi Candles on stocks/candle (#4979) ... * Adds a flag for Heikin Ashi Candles on stocks/candle * ruff * pylint * doc strings * fix typo * update integration test file * updates the docs accordingly. * remove second if statement * requested change * adds check for the expected columns --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-05-11 00:31:41 +00:00
northern-64bit	bde21f033e	Adding GARCH (#4815) ... * Add GARCH * Linting * Rearrange the econometrics menu * Add integration test * Add ret command + fixes * Fix linting * Fix linting * Fix pylint * Add logger to functions * 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 * Convert to latex + requested changes * Fix linting * Remove unnecessary logger * Add example * SDK updated * fix syntax on elite level math that I def know * Fix docstring * Fix example * Fix * Linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> 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> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>	2023-05-10 14:30:36 +00:00
Igor Radovanovic	705a3318e0	Integration test coverage (#4969) ... * Integration test coverage POC * Update * Integration test cleanup * Fix * update tests > index 36 * rename stocks tests * Update Integration Tests * Update Integration Test Coverage * Update integration tests * Linting * Calculate parameter coverage * Improvements * Integration test update * Improvements * Improvements * Improvements * Improvements * Add to controller * Update README * Add integration test summary * Update integration tests * Update integration tests * Update algorithm * avoid uncaught exception * change summary * change workflow * another summawry change * fix small bug when module not found * summary table * Refactor * Workflow * Breaking get_coverage_all_controllers * Submenu coverage refactor * Remove comments * fix build workflow * forgot intel * update integration tests wf * update windows wd (need to test) * same * fix integration test * Windows patch * Update integration-test.yml * fix windows path * fix windows build wf * Update windows10_build.yml * Linting * fix paths * Finishing path touches --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>	2023-05-10 09:44:12 +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
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
Igor Radovanovic	19c52bec6a	Increase integration test coverage (#4902) ... * Create and update tests * Create and update tests --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>	2023-04-26 14:19:31 +00:00
teh_coderer	fea595c8a0	Hotfix/ Economy oecd_view docstrings Remove finviz image cmds (#4783) ... * idk * g * Update oecd_view.py * Update oecd_view.py * Update oecd_view.py * Update oecd_view.py * remove spectrum,view finviz functions * Update plotly.html * Update plotly.html * adjustments	2023-04-14 18:06:41 +00:00
montezdesousa	8113c66ddc	Speed up integration tests workflow (#4784) ... * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update macos-build.yml * Update test_stocks_disc.openbb * comment heatmap * reduce workflow to test * revert, doesnt run without this * run tests sequentially * Update macos-build.yml * Update test_stocks_disc.openbb * Update integration_controller.py * Update integration_controller.py * Update test_stocks_disc.openbb * juan magic * Update test_account.openbb * pass user and system to test with multiprocessing * ruff * Update macos-build.yml * comment * update readme * pipe tee instead of > cat * mypy * import from models * update account script for guest user	2023-04-14 16:52:14 +00:00
Henrique Joaquim	495beee887	Feature/contributing guidelines (#4726) ... * updating readme * updating unit tests readme * integration tests readme * minor to ref it on the comment * chaging the example and removing unused files * updating path * changing the controller example to follow view and model * obeying conventions * mathcing the right controller * matching examples * include details on creating a new branch * removing old references to stocks/dd * adding sheet name to the export_data example * circle back autocompletion to queue-and-pipeline * fixing the list numeration * Doc * fixing the tests (were failing bc of changed function name) * Remove tests/FIXTURES.md * reverting * small edit * lint * mardown linting * fixing forecast dashboard * fixing forecast dashboard --------- Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-04-12 15:11:32 +00:00
northern-64bit	1fb918f6f9	Adds eval, lags, corr and season commands to the econometrics menu (#4462) ... * Adds eval, lags, corr and season commands * Fix ruff * Fix linting * Improve linting * Fix linting * Fix command parser * Fix linting + bugs * Add integration tests * Fixes * Improve `season` plot title --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-03-27 22:29:07 +00:00
Henrique Joaquim	e69966b4a5	Economy menu bugs <> making the integration test work (#4563) ... * fix malformed dataframe on bigmac index for several countries * improve handling of exception for gdp * improve handling of exception for rgdp * improve handling of exception for fgdp * improve handling of exception for oecd model * fix list index out of bonds * add arg to fred	2023-03-23 09:22:48 +00:00
Jeroen Bouma	6b4f0ad6da	Add new functionality to measure country performance (#4514) ... * Add in new country parameters * Add in tests corresponding to the new commands * Update SDK and some more robustness * Update tests * Update tests * Revenue and spending didnt work, then saw spending has many more options * Small bug * Update tests and overall improvements * Forgot to add ccpi * Make more efficient * Update tests * Fix IDX issue within real gdp * Add quarterly flag to fgdp * Add integration tests * Update tests * Fix SDK and related bugs and fix CPI for SDK * Zzzz tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-03-20 15:21:58 +00:00
Henrique Joaquim	740152b862	Integration tests for etf/ta (#4450) ... * some adjustments and added int tests for etf/ta * ruff	2023-03-10 19:23:46 +00:00
Henrique Joaquim	ac34a4114d	Improve integration tests (#4438) ... * improve crypto/ta int test * improve crypto/ov int tests * improvements to int tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-03-08 21:14:02 +00:00
montezdesousa	47f3e76987	Fix fa/income bugs + update integration tests (#4433) ... * fix bug * update test * fix yf bug on income statements * update integration test * fix yf cash, balance, bug * add enterprise test * fix dupont * fix av keys missing in request * ruff * av model api key * pylint * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-03-08 21:13:36 +00:00
Jeroen Bouma	87cea82808	Improve stocks/fa/enterprise, now stocks/fa/mktcap, functionality (#4424) ... * Improve enterprise, now mktcap, functionality * Update the scripts to work better with SDK * Update the tests' * Update integration tests * Change SDK * Spellings * one more spelling --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-03-08 20:47:13 +00:00
james	2ba24ec839	Integration test	2023-02-24 11:30:00 -05:00
James Maslek	2a7ec56000	Sunset some dependencies (#4215) ... * Sunset some dependencies * Mypy * Last iex refs * remove ref to investpy * tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>	2023-02-13 08:54:54 -05:00
Jeroen Bouma	6421be3d8e	Cleanse functionality from relying on yfinance (#4176) ... * Cleanse PO from Yahoo Finance * I removed equal but then moved it back in * Update tests * Get rid of sust command * Get rid of quote since broken * Added in export capability for quote * Remove pir and summary, fix news and change source for weights * Update stuff * Add sources * Update portfolio to not be dependend on Yahoo Finance * Update all tests * Update SDK * Details * Fix integration scripts * I think I had to rewrite these * Update more tests * oopsie * Fix 1 * Fix Sort * and fix test --------- Co-authored-by: james <jmaslek11@gmail.com>	2023-02-09 16:57:26 -05:00
montezdesousa	5953be0a42	Terminal authentication + keys/settings/routines (#4015) ... * import order * pylint * no login, go to prompt * add logout and whoami * clear before prompt * black * these are unecessary * error * improve login prompt message * login does not follow the controller pattern, so will name it differently * nop * move logout and change to results * change return obj * ruff * pyupgrade * remove user from statics * message * fetch configs at start * remove unecessary func * unecessary dataclass * change user vars * change login flow * remote logout should not be used * simplify * fix double exit logout bug * wrong exception * apply keys * change controller * mypy * save if no internet * pylint * logout everywhere * breaking changes: move to local/hub models * unused import * fix logout bug * whoami in guest mode * add todo * small bug guest allowed * limit flair length * fix bug on user pull * logout working * handle no connection * logout user when logout * remove keys push * split logger funcs * commant apply configs for now * account to session * rename user * clear sounds better * breaking changes: splitting guest from logged users * pull imports up * delete session model * move logout func * add ability to save and apply keys from remote * no sensitive keys * add support for feature flags * unecessary print * allow settings from differnt modules * change setff to static * change way to set ff * fix bug in applying configs * simplify obbff application * bug on setting configs * allow text ff * obbff in settings * add upload to cfg_plot 1 * data sources + backend * this solves circular import? * move create_session to model * rever logs changes, not needed for now * sync optionally * outline account controller interface * don't sync when guest * block guest on installer * or not and * start routines * fix bug on ff, settings * is installer * implementing chavi suggestions * fix colors on installer prompt * Logging login (#4046) * basic logging for the login * removing unused import * hacking the logs custom filter to not filter the email * black * cooping with the new changes * removing redundant method * ruff * ruff * mypy * SDK login (#4051) * sdk login * adding to the trail map * minor fix * improve sdk expirience * adapting to new changes * add docstrings * block guest from account * change guest msg * change guest messages * add sync on/off * display onoff * missing paragraph * fix glitch on logout * add sys clear * filtering password * filtering the email from user * avoid writing to multiple log files if a user logs out * fix bug, guest allowed in installer without connection * log user on the sdk * split login from lauch * add clear and change messages on account * docstrings * start pull cmd * change account menu description * Fix login bug and decouple some logic (#4056) * fix bug, guest allowed in installer without connection * split login from lauch * improvements on the sdk login --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * sync fix * change account controller description * ruff * add help on account cmds * update clear prompt * fix email not in jwt * remove jwt from requiremnts * pull command output * remove character * pull cmd when no data * add space below whoami * fix log filenotfound exception * changed arg name * delete .hist on logout * add asteriscs to password * pylint * uncomment rich config * show only diffs on pull * black# * warn when no changes# * pull msg was switched * apply diff only * breaking?: strbool change * reduce some code * add timeout to hub requests * black * add remote logout * success msg only if success * remove colors in prompt * update docstrings * keep timeout outside funcs * update clear * clear and patch * delete session * routine upload * move .his file to .openbb folder * change apply configs * refactor logout * remove mixed portfolio changes * fix bug in lock file * fix bug pwidth, pheight are floats * fix sources command & add choices * refactor timezone setting * userdata * fix flair * need to cast paths * cast on diff * fix flair default * save session test * get session * data * test remove * test remove with assert * add bad test cases * add exception cases to unittests * test remove cli hist file * black * test apply configs * test apply with sync flag * test create session, session model * login tests, session model * some tests for the hub_model * test logout user * black * test clear vars, reload * test create session * update user-json to user * update user class * add user tests * tests sdk session * tests for hub_model * start account controller tsts * unused import * tests account controller: clear, pull * tests for session_controller * logout success bugfix * add integration test for account * black * move routine related commands to other PR * test for the user input * completed tests for session controller * convert to hist to str) * fix import errors * ruff * ruff tests * fix qa * add help to settings cmds * ruff * fix pull keys bug * point to dev * account model tests * black * ruff * fix for empty feature settings * ruff * don't display config msg if wrong token * general msgs * remove print * ruff * fix sources not updated real time * missing return doc * add guest if no email * Routine remote storage (#4143) * add upload routine command * remove prints * point to local again * add commands * add delete * add download command and upload 409 * list comprehension * add download & save plus upload fixe * add user uuid folder * add list command * ruff * en.yml detail * provide choices to delete & download * add choices to upload * change menu text * starting adding unit tests * bad english * Update test_print_help.txt * genearl msgs * remove print * add docstrings * add unit tests to account controller * change parser * fix routine upload test * add to be implemented tests hub * add to be implemented tests local * add total pages to title * split list into model and view * add docstring * print msg if character * add local model tests * hub tests routines * fix test * point to dev and glob * fix small bug on upload * missing return * log decorators missing * black * ruff * change prompt display * rewrite test * rewrite expected * rewrite call * try passing git action * change .yml everywhere --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-02-09 13:35:44 +00:00
jeroen	1e55dbecd0	Move filings to the correct place	2023-02-08 09:42:07 +01:00
Jeroen Bouma	0ee2ebcf1e	Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055) ... * I missed some sheet_name ones :) * Move quote to main menu and combine yahoo finance commands * Update stocks for quote * First update to move yfinance away from main functionality * Small updates * Update tests to reflect changes * Fix some little things * Update docs a little too * Remove the Due Diligence menu * Update tests for new change * Update fa and stocks with new text and move some stuff around * Bye bye dd * Pls work * work.. * work.. * work.. * Work..| * Add tests back in * Remove tests * Fix fix fix * Remove tests to fix conflicts * Improve the `stocks/search` command (#4084) * Improve search command * Make it more intuitive * Fix tests * Update the docs * Ok done * Ok done 2 * Ok done 3 * Git update tests that failed * Update commands with --sheet-name that didn't work (#4088) * Update commands with --sheet-name that didn't work * Fix test * oops * Adds auto completion to `news` (#4089) * 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 * returning always a dataframe * Revert "returning always a dataframe" This reverts commit d5dbf3132f. * quick fix to auto complete args --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/Windows-CLI (#4087) * init * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * oops --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Adds end date to `forex/load` (#4077) * 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 * returning always a dataframe * Revert "returning always a dataframe" This reverts commit d5dbf3132f. * adding end date to the forex load * added some tests * added example * always show msg * rewriting test * updating tests * updating tests * Redo load tests --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update tests to reflect changes * work.. * Remove tests * Fix fix fix * Remove tests * Update the whole test folder * Small updates * Revert change * Update eodhd to reflect it requires a paid plan and update tests * Fix all the tests * Update tests * Update integration tests * Removing tests so no whining happens * ADD ALL THE TESTS * Fix linting * gitignore. thanks jer * Add back dd and redirect to fa * Update to just display a message * Update OpenBB SDK commands * Fixing issues with exporting * Fix ruff messing up * Fix tests * Fix the tests by disabling isort to run on tests folder --------- Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com>	2023-02-06 23:24:15 +01:00
Diogo Sousa	7dea88b43e	add test case	2023-02-06 13:51:36 +00:00
Diogo Sousa	db693be042	handle some error cases	2023-02-05 13:11:47 +00:00
james	985b652cbc	integration script	2023-02-02 15:22:47 -05:00
Chavithra	dbd20977b6	Feature/merge from main (#4104) ... * 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 * Release/2.2.0 (#4008) * Added github actions for gitflow * Minor changes * Fix plot look when using eval and add query to choices (#3881) (#3898) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Testing Gitflow (#3899) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * Feature/gitflow (#3900) * Fix plot look when using eval and add query to choices (#3881) (#3901) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Gitflow Implementations (#3902) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Gitflow Implementations (#3904) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Main --> develop (#3906) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * GItflow Implementations (#3909) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Feature/gitflow (#3911) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * Update develop (#3913) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Feature/gitflow (#3914) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3921) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3914) (#3915) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Nightly build feature * Added branch name docs * poetry add ccxt@latest (#3920) * 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 * poetry add ccxt@latest Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Add crypto dd functions to sdk (#3888) * 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 * Add crypto dd functions to sdk * 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 * Fixes currency and trailmap Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * 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> * Gitflow - Autodoc (#3922) * Hotfix/dots sources (#3928) * fix: wordwrap * 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: str Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update dependency: grpcio (#3937) * Update grpcio * Revert "Update grpcio" This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994. * Update dependencies * Rebase develop? (#3935) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update installation guides with videos (#3903) * 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 * Update installation guides with videos * Add fix for Ruff crashing * Me no longer do what James said * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * broken link (#3889) * 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 * broken link due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link... Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: james <jmaslek11@gmail.com> * Issue #3882 Fixed (#3885) * 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 * Issue #3882 Fixed * 2 files reformatted by black * tests added * 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 * fixed mypy errors Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * GitFlow - improve check for changes (#3948) Gitflow Implementation * Rewrite and skip yfinance tests (#3953) * economy * fix futures * fix stocks tests * skip unfixable tests * fix ark * Fixed failing badge not used anymore (#3932) Co-authored-by: James Maslek <jmaslek11@gmail.com> * 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> * Put yf.info behind an exchange flag on `load` (#3951) * Put yf.info behind an exchange flag * Guides Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Last Price Bug into Previous Close #3865 (#3949) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add multiple countries option to events (#3938) * allow multiple countries in events cmd * fix test * fix last test * black Co-authored-by: James Maslek <jmaslek11@gmail.com> * Minor Fix for branch name check (#3979) * Gitflow - Added manual trigger to Linting (#3981) * Minor Fix for branch name check * added manual trigger to linting * Linting fix (#3984) Linting fix * Feature/macro convert (#3924) * 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 * Issue #3882 Fixed * 2 files reformatted by black * tests added * 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 * fixed mypy errors * Fixed parser options for currency conversion Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update sma.md (#3956) * 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 * Update sma.md Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py (#3955) * 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 * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update vwap.md (#3971) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py - wrong typehint (#3970) * 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 * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Bump yfinance to 0.2.4 and fix tests (#3977) * upgrade yfinance to 0.2.4 * fix some tests failing bc yfinance new date format * fix remaining tests * fix tests * rewrite failing test * black * rerecord test * fix get_1y_sp500 test * missing import here Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add extra error handling for yf in etf (#3985) * Fix the news command and making it more stable (#3965) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/bug #3945 (#3963) * Add exception to http requests made by ftd * Formatting Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fix #3787 (#3966) Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add ticker to the load export file (#3997) * bump * Change export name to have the ticker * revert yaml * Feature/release branch gitflow (#3998) * release branch gitflow implentation * Fix integration tests bugs (#3993) * fix tk * fix newsletters * fix lt * exception on pir * fix attrib bug and remove warning * fix earnings * fix ins, lt, whatif * fillna * fix vis Co-authored-by: James Maslek <jmaslek11@gmail.com> * change .env loading priority (#4005) * [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002) * fix for tqdm progress bar conflict * fix tests Co-authored-by: James Maslek <jmaslek11@gmail.com> * bump * Update release branch * revert conda yaml * logging hash * 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> * Update version number * Added scipy to intel * Fix M1 build (#4010) * 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 * adding xgboost explicitly * testing juan sugestion * removing unncessary stuff that the hook deals with Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * 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: luqazino@gmail.com <luqazino@gmail.com> 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: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Rob-Rychs <Robrychel@gmail.com> Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com> Co-authored-by: Sergio A. S <sergio-abu@proton.me> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> * GH Pages fix (#4026) * GH Pages fix * Minor fix * Update showcase.md * Release/2.3.0 (#4090) * Added github actions for gitflow * Minor changes * Fix plot look when using eval and add query to choices (#3881) (#3898) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Testing Gitflow (#3899) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * Feature/gitflow (#3900) * Fix plot look when using eval and add query to choices (#3881) (#3901) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Gitflow Implementations (#3902) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Gitflow Implementations (#3904) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Main --> develop (#3906) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * GItflow Implementations (#3909) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Feature/gitflow (#3911) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * Update develop (#3913) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Feature/gitflow (#3914) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3921) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3914) (#3915) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Nightly build feature * Added branch name docs * poetry add ccxt@latest (#3920) * 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 * poetry add ccxt@latest Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Add crypto dd functions to sdk (#3888) * 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 * Add crypto dd functions to sdk * 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 * Fixes currency and trailmap Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * 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> * Gitflow - Autodoc (#3922) * Hotfix/dots sources (#3928) * fix: wordwrap * 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: str Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update dependency: grpcio (#3937) * Update grpcio * Revert "Update grpcio" This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994. * Update dependencies * Rebase develop? (#3935) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update installation guides with videos (#3903) * 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 * Update installation guides with videos * Add fix for Ruff crashing * Me no longer do what James said * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * broken link (#3889) * 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 * broken link due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link... Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: james <jmaslek11@gmail.com> * Issue #3882 Fixed (#3885) * 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 * Issue #3882 Fixed * 2 files reformatted by black * tests added * 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 * fixed mypy errors Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * GitFlow - improve check for changes (#3948) Gitflow Implementation * Rewrite and skip yfinance tests (#3953) * economy * fix futures * fix stocks tests * skip unfixable tests * fix ark * Fixed failing badge not used anymore (#3932) Co-authored-by: James Maslek <jmaslek11@gmail.com> * 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> * Put yf.info behind an exchange flag on `load` (#3951) * Put yf.info behind an exchange flag * Guides Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Last Price Bug into Previous Close #3865 (#3949) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add multiple countries option to events (#3938) * allow multiple countries in events cmd * fix test * fix last test * black Co-authored-by: James Maslek <jmaslek11@gmail.com> * Minor Fix for branch name check (#3979) * Gitflow - Added manual trigger to Linting (#3981) * Minor Fix for branch name check * added manual trigger to linting * Linting fix (#3984) Linting fix * Feature/macro convert (#3924) * 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 * Issue #3882 Fixed * 2 files reformatted by black * tests added * 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 * fixed mypy errors * Fixed parser options for currency conversion Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update sma.md (#3956) * 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 * Update sma.md Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py (#3955) * 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 * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update vwap.md (#3971) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py - wrong typehint (#3970) * 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 * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Bump yfinance to 0.2.4 and fix tests (#3977) * upgrade yfinance to 0.2.4 * fix some tests failing bc yfinance new date format * fix remaining tests * fix tests * rewrite failing test * black * rerecord test * fix get_1y_sp500 test * missing import here Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add extra error handling for yf in etf (#3985) * Fix the news command and making it more stable (#3965) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/bug #3945 (#3963) * Add exception to http requests made by ftd * Formatting Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fix #3787 (#3966) Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add ticker to the load export file (#3997) * bump * Change export name to have the ticker * revert yaml * Feature/release branch gitflow (#3998) * release branch gitflow implentation * Fix integration tests bugs (#3993) * fix tk * fix newsletters * fix lt * exception on pir * fix attrib bug and remove warning * fix earnings * fix ins, lt, whatif * fillna * fix vis Co-authored-by: James Maslek <jmaslek11@gmail.com> * change .env loading priority (#4005) * [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002) * fix for tqdm progress bar conflict * fix tests Co-authored-by: James Maslek <jmaslek11@gmail.com> * bump * 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> * Fix M1 build (#4010) * 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 * adding xgboost explicitly * testing juan sugestion * removing unncessary stuff that the hook deals with Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * 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> * Adds filings function to the Stocks menu (#3910) * 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 * adds filings function * Updates test_print_help.txt * Adds new filings function to SDK documentation. * updates Stocks Menu screenshot to include `filings` * updating unit testing * requested changes * more changes * black * removed a trail here that should have stayed local * adds export flag * correction Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Feature - Added Integration Test Automation (#4019) Added integration test to release branch Nightly build on develop branch * Feature/excel sheets (#4023) * bump * Add sheet name to export for base load function * Disable pylint due to known issue with pylint and pandas * Add robust option if file already exists * Abstract the sheet name argument into the export data helper * Feature flag for auto overwrite * add to featflag menu * Add featflag to builds * Remove safety check * Fix test * Quantile Anomaly Detection on Timeseries (#3980) * init commit * model + view * fixes plus doc strings * tests * trail map * remove ) * linting? * fix * refactor * renaming * rename v2 * final chart * linting Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix --> develop (#4027) * 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 * Release/2.2.0 (#4008) * Added github actions for gitflow * Minor changes * Fix plot look when using eval and add query to choices (#3881) (#3898) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Testing Gitflow (#3899) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * Feature/gitflow (#3900) * Fix plot look when using eval and add query to choices (#3881) (#3901) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Gitflow Implementations (#3902) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Gitflow Implementations (#3904) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Main --> develop (#3906) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * GItflow Implementations (#3909) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Feature/gitflow (#3911) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * Update develop (#3913) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Feature/gitflow (#3914) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3921) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3914) (#3915) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Nightly build feature * Added branch name docs * poetry add ccxt@latest (#3920) * 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 * poetry add ccxt@latest Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Add crypto dd functions to sdk (#3888) * 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 * Add crypto dd functions to sdk * 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 * Fixes currency and trailmap Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * 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> * Gitflow - Autodoc (#3922) * Hotfix/dots sources (#3928) * fix: wordwrap * 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: str Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update dependency: grpcio (#3937) * Update grpcio * Revert "Update grpcio" This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994. * Update dependencies * Rebase develop? (#3935) * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update installation guides with videos (#3903) * 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 * Update installation guides with videos * Add fix for Ruff crashing * Me no longer do what James said * 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 Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * broken link (#3889) * 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 * broken link due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link... Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: james <jmaslek11@gmail.com> * Issue #3882 Fixed (#3885) * 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 * Issue #3882 Fixed * 2 files reformatted by black * tests added * 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 * fixed mypy errors Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * GitFlow - improve check for changes (#3948) Gitflow Implementation * Rewrite and skip yfinance tests (#3953) * economy * fix futures * fix stocks tests * skip unfixable tests * fix ark * Fixed failing badge not used anymore (#3932) Co-authored-by: James Maslek <jmaslek11@gmail.com> * 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> * Put yf.info behind an exchange flag on `load` (#3951) * Put yf.info behind an exchange flag * Guides Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Last Price Bug into Previous Close #3865 (#3949) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add multiple countries option to events (#3938) * allow multiple countries in events cmd * fix test * fix last test * black Co-authored-by: James Maslek <jmaslek11@gmail.com> * Minor Fix for branch name check (#3979) * Gitflow - Added manual trigger to Linting (#3981) * Minor Fix for branch name check * added manual trigger to linting * Linting fix (#3984) Linting fix * Feature/macro convert (#3924) * 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 * Issue #3882 Fixed * 2 files reformatted by black * tests added * 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 * fixed mypy errors * Fixed parser options for currency conversion Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update sma.md (#3956) * 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 * Update sma.md Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py (#3955) * 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 * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update vwap.md (#3971) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py - wrong typehint (#3970) * 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 * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Bump yfinance to 0.2.4 and fix tests (#3977) * upgrade yfinance to 0.2.4 * fix some tests failing bc yfinance new date format * fix remaining tests * fix tests * rewrite failing test * black * rerecord test * fix get_1y_sp500 test * missing import here Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add extra error handling for yf in etf (#3985) * Fix the news command and making it more stable (#3965) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/bug #3945 (#3963) * Add exception to http requests made by ftd * Formatting Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fix #3787 (#3966) Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add ticker to the load export file (#3997) * bump * Change export name to have the ticker * revert yaml * Feature/release branch gitflow (#3998) * release branch gitflow implentation * Fix integration tests bugs (#3993) * fix tk * fix newsletters * fix lt * exception on pir * fix attrib bug and remove warning * fix earnings * fix ins, lt, whatif * fillna * fix vis Co-authored-by: James Maslek <jmaslek11@gmail.com> * change .env loading priority (#4005) * [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002) * fix for tqdm progress bar conflict * fix tests Co-authored-by: James Maslek <jmaslek11@gmail.com> * bump * Update release branch * revert conda yaml * logging hash * 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> * Update version number * Added scipy to intel * Fix M1 build (#4010) * 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 * adding xgboost explicitly * testing juan sugestion * removing unncessary stuff that the hook deals with Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * 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: luqazino@gmail.com <luqazino@gmail.com> 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: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Rob-Rychs <Robrychel@gmail.com> Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com> Co-authored-by: Sergio A. S <sergio-abu@proton.me> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> * GH Pages fix * Minor fix Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Rob-Rychs <Robrychel@gmail.com> Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com> Co-authored-by: Sergio A. S <sergio-abu@proton.me> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> * Add back pull request to linting action (#4032) * 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) * Hotfix/fix integration tests (#4025) * 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 * removing leftover test * fix forex test to use simple pairs * fix key error in portfolio test * fix pylint * fix stocks_bt test * fix ca tests * fixing condition * fixing int tests * skipping shroom tests * adding /red * linting * making pre commints happy * linting Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Deprecate reddit commands taking too long to connect to PushshiftAPI (#3999) * fix tk * fix newsletters * fix lt * exception on pir * fix attrib bug and remove warning * fix earnings * fix ins, lt, whatif * fillna * fix vis * timeout reddit func * fix interest * black * pylint * pylint again * back to timeout * rewind * deprecate pushshift api commands * rewrite expected Co-authored-by: James Maslek <jmaslek11@gmail.com> * Feature/release branch gitflow (#4034) * release branch gitflow * installer test * Revert intel build fix * poetry install * Mac build poetry fix * Poetry cache clear * Poetry fix * Added cancel * Minor fix * Github Pages fix * GH page fix * Added condition to docker publish * Fix nightly build * Added hotfix to integration test and build gh run * Minor fix * Edit trigger for integration test * minor corrections Co-authored-by: James Maslek <jmaslek11@gmail.com> * Remove hotfix branch from triggers (#4048) * Refactor `stocks/options/voi,vol,oi,chains` (#4017) * 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> * Upgrade dependencies for bug and for security vulnerabilities. (#4031) * bump * Resolve multiple safety checks. Update thepassiveinvestor * fix conda yml * `openbb.economy.fred_ids` to always return dataframe (#4058) * 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 * returning always a dataframe * Revert "returning always a dataframe" This reverts commit d5dbf3132f. * returning always a dataframe --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Refactor requests throughout (#4033) * bump * Initial function write * Delete this line from yaml * Changed all the main things - Need help on tests * pylint errors * Tests v0 * Tests v1 * Tests v2 --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Bumping yfinance to 0.2.9 and updating ruff (#4059) * Clarifies the Balance example by including, `timeframe = '2021'` (#4072) Companies have not finished reporting F/Y 2022 earnings, including `timeframe='2021'` ensures that results are returned. * Fix incorrect column label in nasdaq_model.py (#4063) * Fix incorrect column label in nasdaq_model.py 'Time (GMT)' changed to 'Time (ET)' * Update tests --------- Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * fix uk daily data (#4078) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Nightly Build Optimization (#4073) Optimize nightly build * Add keywords and descriptions (#4052) Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update the routine, portfolio and screener files and adjust the documentation (#4021) * Remove undesired example files * Update the documentation for routines * Add in video * Add some additional text * Add in a routines example that can be activated with --example * Remove default old examples * Add portfolio example holdings file * Add portfolio optimization example allocation file * Add example files for the portfolio menus * Remove code that unintentionaly prints the home menu on every routine * Add home instead of / * Remove requirement to add file if you have an example * Ensure portfolio/po/params also talks about docs correctly * Move all routine, portfolio and screener presets to the correct folder * Remove presets since they are moved * Remove presets since they are moved * Same implementation as for file in po * Adjust code so it works with new folder * Adjust code so it works with new folder * Adjust code a little since I changed folder * Update screener documentation to include how to create a screener * Remove old readme * Update documentation to better reflect where to find the files * Also update SDK notes * Update exe with auto complete and more info * Add images * Update images and the last script * Update text to make it more apparent that it has an example attached * Add section for routine scripts on home menu * Make call_about more robust and add record and stop * Update the routine markdown with info about record/stop including video * Update scripts * Update portfolio report * Update tests and report * fix small load bug * rewrite help test * last fix was buggy * example by default * fix po integration test * keep example on arg * adapt integration test * fix portfolio integration test * fix more portfolio integration tests * pa is not an option anymore * portfolio report choices only holdings * update integration test for portfolio report * Small formatting improvements * Remove sleep and fix inconsistent return * Some spelling * oops * Fix tests --------- Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * Improve the `stocks/search` command (#4084) * Improve search command * Make it more intuitive * Fix tests * Update the docs * Ok done * Ok done 2 * Ok done 3 * Git update tests that failed * Update commands with --sheet-name that didn't work (#4088) * Update commands with --sheet-name that didn't work * Fix test * oops * Adds auto completion to `news` (#4089) * 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 * returning always a dataframe * Revert "returning always a dataframe" This reverts commit d5dbf3132f. * quick fix to auto complete args --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/Windows-CLI (#4087) * init * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * Update windows10_build.yml * oops --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Adds end date to `forex/load` (#4077) * 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 * returning always a dataframe * Revert "returning always a dataframe" This reverts commit d5dbf3132f. * adding end date to the forex load * added some tests * added example * always show msg * rewriting test * updating tests * updating tests * Redo load tests --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Lets release babyyyy * logging hash * Fix yf bug for options and update tests * update windows build to checkout code * switch order --------- Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> 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: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Rob-Rychs <Robrychel@gmail.com> Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com> Co-authored-by: Sergio A. S <sergio-abu@proton.me> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Peter Oroszvári <30414255+peter-oroszvari@users.noreply.github.com> Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * Dependencies : update black * Update trail_map.csv * Update gh-pages.yml * Linting * Lint * Fix options tests --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Rob-Rychs <Robrychel@gmail.com> Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com> Co-authored-by: Sergio A. S <sergio-abu@proton.me> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Peter Oroszvári <30414255+peter-oroszvari@users.noreply.github.com> Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>	2023-02-01 10:52:59 -05:00
Jeroen Bouma	49641bd9e8	Update the routine, portfolio and screener files and adjust the documentation (#4021) ... * Remove undesired example files * Update the documentation for routines * Add in video * Add some additional text * Add in a routines example that can be activated with --example * Remove default old examples * Add portfolio example holdings file * Add portfolio optimization example allocation file * Add example files for the portfolio menus * Remove code that unintentionaly prints the home menu on every routine * Add home instead of / * Remove requirement to add file if you have an example * Ensure portfolio/po/params also talks about docs correctly * Move all routine, portfolio and screener presets to the correct folder * Remove presets since they are moved * Remove presets since they are moved * Same implementation as for file in po * Adjust code so it works with new folder * Adjust code so it works with new folder * Adjust code a little since I changed folder * Update screener documentation to include how to create a screener * Remove old readme * Update documentation to better reflect where to find the files * Also update SDK notes * Update exe with auto complete and more info * Add images * Update images and the last script * Update text to make it more apparent that it has an example attached * Add section for routine scripts on home menu * Make call_about more robust and add record and stop * Update the routine markdown with info about record/stop including video * Update scripts * Update portfolio report * Update tests and report * fix small load bug * rewrite help test * last fix was buggy * example by default * fix po integration test * keep example on arg * adapt integration test * fix portfolio integration test * fix more portfolio integration tests * pa is not an option anymore * portfolio report choices only holdings * update integration test for portfolio report * Small formatting improvements * Remove sleep and fix inconsistent return * Some spelling * oops * Fix tests --------- Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>	2023-01-30 13:22:32 -05:00
Henrique Joaquim	cc2fa38cd9	Refactor stocks/options/voi,vol,oi,chains (#4017)	2023-01-26 08:53:31 -05:00
Henrique Joaquim	3f9c961b9a	Hotfix/fix integration tests (#4025) ... * 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 * removing leftover test * fix forex test to use simple pairs * fix key error in portfolio test * fix pylint * fix stocks_bt test * fix ca tests * fixing condition * fixing int tests * skipping shroom tests * adding /red * linting * making pre commints happy * linting Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-01-24 17:23:28 +00:00
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	86fd7ae426	Add multiple countries option to events (#3938) ... * allow multiple countries in events cmd * fix test * fix last test * black Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-01-13 19:10:20 -05:00
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	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