* make default routines available
* remove unecessary change
* user to personal
* rename some funcs
* add last update to tables
* add routines download on login
* move some routines funcs to controller
* fix tests
* add space
* wrap some funcs inside try, except
* fix account test
* suppress outputs
* rewrite docstring
* remove circular import
* reverse order
* update docstring
* allow exe with spaces in file name
* fix exe with input
* Update terminal_controller.py
* fix regex for file extensions
* pylint
* put default routines url inside constants
---------
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* WIP - command name refactor + eliminate need for an API key to make < 25 requests per day
* check for no Ultima API Key properly
* test_print_help fixes
* reflect changes from #4697
* re-run test_ultima_newsmonitor_view with --rewrite-expected
* re-run tests without breaking news
* fix typing issue that prevents running
* news monitor integration for news
* UX improvements with news monitor integration
* italicize riskExtDesc
* minor cosmetic changes
* minor cosmetic changes
* minor cosmetic changes
* Update ultima_newsmonitor_view.py
* minor fixes to launch properly
* setting Ultima API key
* Ultima NewsMonitor integration into terminal done
* integration of the commands is done
* add Ultima to SDK trailmap, but SDK generation failed on M1 Mac
* add tests
* add unit tests
* Linting and sdk
* display message if not supported by Ultima News Monitor
* Update api-keys.md
* fix stock controller problem + remove source filtering from Ultima
* remove source filtering from Ultima
* add report issue message
* add some error handling in the view to ensure unsupported companies don't get fetched
* remove powered by Ultima Insights from console output
* ran black formatter to fix linting issues
* fix ruff issues
* fix pylint issues
* lint fix
* fixed linting issue and changed keys in the Feedparser model
* get all tests to pass
* proper testing with --record-mode=rewrite
* re-run tests for updated VCRs
* redid black formatting
* re-run test_print_help in stocks controller
* make breaking news output consistent and re-run tests
* remove unused import time
* reran tests with --rewrite-expected
---------
Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* fix show version
* update login prompt and account
* update set preference
* fix account controller
* block login/logout if not called from account
* change conditions to start terminal
* fix required args account model
* add not to login command
* pylint
* accounte controller messages
* set default user when logout
* logout then show menu
* remove unused functions
* fix logging bug
* ruff
* fix account unittests
* fix session unittests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Added flake8-simplify
* Update linting.yml
* update. left 1 for you colin
* Fix that one
* Missed
* Fix
* mypy
---------
Co-authored-by: james <jmaslek11@gmail.com>
* small bug
* small bug on routines list
* guest as default
* limit logout to users2
* simpler this way
* add logout
* move logout to account & add env var
* put authentication under env var
* fix tests
* remove login
* remove openbb vars on login
* ruff
* revert .toml
* Delete Icon
* Update .env
* fix sdk guest not loading keys
* ruff
* remove press enter & --login
* ruff
* move env load
* load env
* move dot env loading to terminal.py
* fix user sdk login mixing .env with user
* now it works
* fix reset
* fix tests
* ruff
* Login on the SDK using the OpenBB Personal Access Token (#4206)
* openbb key on keys menu
* adding sdk endpoints
* adding login via token to the sdk
* base url
* rename to personal access token
* added docstrings and examples
* openbb is special
* removing extra break line
* making keys working with the personal access token
* resolve conflicting tests
* Revert "resolve conflicting tests"
This reverts commit 2fca2c0ec3.
* using custom requests
* tests
* tests
* tests
* using process_session_response instead
* rewriting some tests
* Fix sdk guest not loading keys (#4207)
* fix sdk guest not loading keys
* ruff
* remove comment
* tests
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* test record mode vcr none
* remove yes from tests yml
* specify modules to reload
* try disable check api
* UPdate spec file
* Small stocks bug
* avoid reloading in test mode
* will this work?
* skip session tests
* try with env var as well
* mock sdk reload
* pylint
* bump poetry on python 3.8
* adapt to python 3.8
* adapt to python 3.8 remaining tests
* Tests : update cassettes
* Fix linting
* Makes login conditions simpler
* Tests : txt
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Get rid of required ticker and add -t argument to all of fa
* ta to work without ticker
* Allow bt to be accessed without ticker
* Bt not ticker dependent (last commit was qa)
* Update stock controller
* UPdate tests
* Review changes + update tests
* 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>
* add mstarpy to new terminal version
* add mstarpy to new terminal version
* add mstarpy with poetry
* mapping country openbb convention and mstarpy iso
* empty dataframe if no assets
* remove investing command
* plot with parameters
* change source
* mstarpy in pyproject
* chnage poetry
* change poetry
* mstarpy key
* reformat with black
* spelling instantiated
* correct instantiate
* delete fo to pass codespell test
* correction flake8 test
* correction test mypy
* correction pylint
* pass mypy test
* correction test pylint
* remove mutable default value
* delete equity, comment, add sweden menu
* delete not used EXPORT_ONLY_RAW_DATA_ALLOWED
* delete not used investpy and yfinance view
* mstarpy 0.0.2
* minor changes to user msgs
* added countries to autocompletion
* hinting
* small change on load
* adjustments and deprecating investpy
* minor adjustment to also load country on reset
* removing forecasting as self.data is not popullated
* adjustments on sector
* minor adjustments
* fix tests
* fix tests
* improved swe functions
* plot display Nav
* united_states as default country
* mstarpy version 0.0.4
* adjustments
* dependencies
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* 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.
* black everything
---------
* 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>
* 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>
