48 Commits

Author	SHA1	Message	Date
Pratyush Shukla	a42c5604e3	[Release] 4.1.5 (#6190) ... * Parameterize `obbject.to_df` with `index` and `sort_by` (#5877) * Parameterize obbject.to_df with index and sort_by * unit tests for obbject * keep using the date as default to use on basemode_to_df() --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Changes to the `obb.fixedincome.corporate.hqm()` output (#5876) * changes to the hqm output * typo --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Refactor method in RegistryMap (#5879) * refactor extract_info * add comment --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * remove Literal from providers in OBBject (#5882) Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Fix version (#5883) * Fix version * Fix linter on terminal * Refactor package builder (#5880) * breakdown builder + remove black * rebuild * rebuild * rebuild * rename method * format built code without black * we still lint if it's available * fix existing tests * add linter tests * add black to dev deps * auto_build as instance method * reorder methods * typing --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * small refactor for simplification (#5886) Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Fix bug. Add router test. (#5888) * Fix bug. Add router test. * Simplify * separate pylint between platform + terminal (#5892) * separate pylint b/w platform + terminal * Explicitly set pylint check scope to files in the diff --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * sync descriptions (#5893) * Add REST API docs page with advanced settings configuration (#5890) * Don't mention docker in a list of python envs * Create a REST API page * Update docs to get api keys from the hub * Update installation instructions * Mention requirement of poetry and toml in source installation section * move rest page up to the top. and add url to google colab example notebook --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * fix a v3 syntax example (#5891) * Adds federal reserve data points (#5885) * Allow optional input for 2-month treasury rates and add FederalReserve rates model The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher. * Add Money Measures models and commands This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data. * Add Federal Reserve Money Measures test file This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server. * Cleanup * Sneaky unformatted integration tests * its a dawg life for me ...... ruff * add the fed funds rate * didnt mean to commmit this * black * this is why we should pre commit kids * change install name * add providers to int tests * review comments + commit static * replace nan with None * fix float on None * get rid of nans for nulls for json handling * change `_` to `-` in readme pip install. * Update __init__.py docstring --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Check if outdated (#5898) * Add econometrics API tests (#5899) * Docs/excel update (#5889) * update xl docs * update syntax line * update again * Fix pylint scope (#5895) * Allow optional input for 2-month treasury rates and add FederalReserve rates model The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher. * Add Money Measures models and commands This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data. * Add Federal Reserve Money Measures test file This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server. * Cleanup * Sneaky unformatted integration tests * its a dawg life for me ...... ruff * add the fed funds rate * didnt mean to commmit this * black * this is why we should pre commit kids * change install name * add providers to int tests * review comments + commit static * replace nan with None * fix float on None * get rid of nans for nulls for json handling * change `_` to `-` in readme pip install. * Update __init__.py docstring * Debug pylint * Adjust the fetch depth --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * fix `from openbb import obb` asyncio lock in python REPL (#5896) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * feature/financials - PR for working on structure of financial statements. (#5794) * balance sheet draft * balance_sheet draft * cash_flow draft * income_statement draft * intrinio financials * description * period field * ruff * income statement * field * label - gross profit ratio * cash flow statement * investing order * add option for caching to cashflow * add caching to balance and income * typos and update order for financial institutions * replace 0 values with None * add financial ratios from intrinio * black * missing test params * balance cassette * query param description * symbol list warning * black * handle BRK-A and symbols with a dash for Intrinio * fix typo error * add free cash flow to bottom of cash flow statement * amortization_expense * dev_install.py * undo dev_install.. wrong branch * cash flow order things * standardized cash flow * fields * integration tests * cash flow model validator * more polygon cash * black * black * Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py wrong file * balance sheet * some cleanup * ruff * income statement * black * test params * financial ratios async update * recapture fmp and polygon tests * yFinance financials * yfinance tests * delete financial_statements standard model * intrinio balance sheet order * fiscal year standard param * remove file accidentally committed * add reported_financials end point * fiscal_year param for reported_financials * fix url * fmp test cassette * add safe-guard with warning for fiscal year before 2008 * periods can only be annual and quarter * url in docstring correction * add fiscal_year param to intrinio standardized financials and ratios * fix fmp ratios * black * rename fields as per Minh * rogue field * black * Fix typo in a docstring * Resolve linting errors * type ignore * disable=unused-argument * changing the arg name cc @minhhoang1023 --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904) * add warning at top of page - instructions are for installing the Terminal app * pip install openbb-nightly * hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907) * update income statement fields * another polygon field * ratio -> margin * black * explicit fmp fields * add reported_currency for standardized intrinio * # pylint: disable=unused-argument * another unused-argument * black.. * patch tests * polygon income: eps -> basic earnings per share * re-capture terminal portfolio menu test --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Fix test (#5916) * Fix test * Skip ultima integration tests --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918) * replace zeros with none and normalize percents * pylint unused argument * Update index.md (#5906) * Release/4.1.0 (#5901) * Hotfix/terminal tests (#5919) * skip supressed arguments * silent way of customly load on quote * specify source for call_load * docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914) * platform vs sdk faq page * add data and data providers faq section and some style cards * typo * makes changes as per reviews * openbb-nightly as a way to install everything * jupyter-lab instead of jupyter --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * hotfix/backend - Initialize OpenBBFigure (#5912) * create backend * openbb_figure * black * pylint * pylint again --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923) * multi-ticker support for yfinance futures historical * raise-missing-from * integration test params * equity_historical adjusted kwargs * pylint unused argument * Docs/excel examples (#5920) * regen excel md * add syntax + basic example * fix example * create json with docs map * update docs to latest functions.json + remove tiingo * remove space from examples * minor fix * remove spaces * remove spaces * bug fix: remove folder before generating * fix typo * add link to appsource * fix * Update templates.md * regenerate content * change docs colors * fix light mode * add back tiingo * update functions.json * templates go later * remove Library from reference * Make the excel markdown being generated at runtime * fix reference cards having commands under menu * remove excel/reference folder since this is built at runtime by gh-pages action * black formatting * improve title * add excel to the main page * add excel image bg * make excel sidebar show up next to pro * improve main page * small fix for platform page title * update basics page * add tip to autocomplete --------- Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> * Re-record tests and fix symbol bug (#5924) * Re-record tests and fix symbol bug * nordvpn us ftw * @IgorWounds says "SPY >> IOO" --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Docs/bug fix (#5926) * fix pro link * fix wrong example * Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925) * introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint * add default args to test * Add json_schema_extra to openapi.json (#5930) Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * feature/standardize-quote: Proposal to Standardize EquityQuote (#5922) * standardize EquityQuote * intrinio reference * rogue comma * pylint --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921) * add fiscal_period to revenue by geography and business line * data description and unused imports * update test cassette * Allow multiple symbols `equity.profile` (#5929) * allow multiple symbols * pylint * pylint ignore position * change callback to helper func --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add filtering to AV historical price (#5928) * add filtering to av historical price * lints --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Fix vwap FMP error (#5936) * Fix vwap FMP error * Linting * Painlint * Add date filter + symbols to comp (#5931) * add date filter + symbols to comp * make sure year is in d * tests fix * Improving Platform's import time (#5894) * missing decorator * missing optional statements * us-gov to optional and right position * removing redundant call * lazy load mappings * docstrings * introducing the extension loader class * misleading docstring * using the extension loader on the router * using the extension loader on the credentials * docstrings * lazy load of entry points * checkout dev_install * using the extension loader to get the entry points instead of recalling the function * improved auth service and charting service * using the extension loader on the registry * typos * adding properties to extension loader for easy access * using the extension loader on the package builder * avoiding circular imports by using forward references * fix charting service tests * test for the extension loader * Update openbb_platform/core/openbb_core/app/model/credentials.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Update openbb_platform/core/openbb_core/app/router.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Update openbb_platform/core/openbb_core/provider/registry.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * adjustments --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Disable auto_build on test run (#5937) * Disable auto_build on test run * Move to conftest * Update excel docs (#5940) * update basics * update reference generator * Categorize release notes based on labels for OpenBB Platform (#5943) * Categorize release notes based on labels for OpenBB Platform * Add environment variable for GitHub token in labels-PR.yml * Update labeler.yml to use "enhancement" label for feature branches --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Custom deprecation message in API endpoints and Python commands (#5942) * add custom deprecation message feature in routers * add custom deprecation message feature in package builder * using an actual DeprecationWarning instead * fix tests --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Hotfix/remove unused workflow (#5945) * Disable auto_build on test run * Remove unused workflow * Revert * Hotfix/fix typo (#5948) * Disable auto_build on test run * Fix typo * Revert * docs/data-models-url: Fix URLs on Development Page (#5944) * fix url to the standard models * github links * `equity.fundamental.dividends`: allow filter by date (#5932) * allow filter by date * ruff * pylint * fix tests --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Create Excel templates page (#5947) * create templates page * Update index.mdx * fix description * update card * remove clsx * Update index.mdx * Update index.mdx * Update index.mdx * Update index.mdx * min height * min height * improve excel docs and point towards hub --------- Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> * hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951) * fix limit param * pylint unused argument, recapture test cassette --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Docs/remove core refs (#5957) * remove references to core: PathHandler + ProviderInterface * remove unused function * add comment * regenerate * fix a few examples * add comment * rename file * Excel tutorials on the docs (#5956) * update workflows name to tutorial * update title * get barebones to bring in Excel videos * tutorial excel videos in * hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961) * convert intrinio balance sheet values to float type * unused import * typo in alias dict * Update to OpenBB Add-in for Excel (#5965) * Log custom headers (#5966) * add custom headers * fix: send on startup and defaults * pylint * unittests * move government-us to community in dev_install (#5963) * fix: adds logic to check whther user is logged in on hub (#5941) Co-authored-by: Luqman <luqazino@gmail.com> * hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909) * Fixes too many mandatory fields. * black * black again --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * `equity.estimates.price_target` - Integrate with Benzinga (#5946) * deprecation message * fix lints * adding equity.estimates.ratings and fmp as its provider * unit tests for fmp * removing unused file * typos * add benzinga to AnalystRatings * revert changes to estimates router * moving it to price target instead * reverting changes * fmp support for multiple ticker * benzinga price target * ruffy * unused argument * fix type hints * tests for the new fetcher * new integration tests * fixing tests * missing std arg --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962) * deprecate index.market and add index.price.historical * add index.historical standard model * add index.historical provider models * index extension tests * provider tests * linting * bug fix (#5969) * Uppercase excel reference (#5958) * uppercase reference * fix name header * add tab title * remove reference excel folder * add to gitignore excel reference files --------- Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> * move templates (#5970) * Release 4.1.1. (#5964) * update dev_install * fix effr test * Update dev_install.py * fix fundamental balance test * fix equity price historical test * fix price target model * black * rebuild static files * update publish.md * fixed dev_install * update publishing doc * updated `openbb-core` to 1.1.1 * updated extensions * updated providers * updated `openbb` package * updated static extension map * updated publishing doc * fixed toml for `openbb-finra` * @jmaslek yfinance IS DEFAULT * updated static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Fix link to discord channel (#5910) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fixing Posthog handler for thread safety (#5968) * fixing posthog handler for thread safety * removing loggging init from the global scope - per sensei juan --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Update labeler.yml and labels-PR.yml (#5974) * hotfix/ allow multiple `identify` calls (#5976) * allow multiple `identify` calls * Update posthog_handler.py * regex out any invisible control character from sales_conditions field (#5977) * docs/http-requests: Contributor Guide For Building HTTP Requests (#5973) * contributor guide for http requests * add a docstring * add section on get_querystring * extra space * add note for people installing PyPI in a zsh terminal shell --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * feature/add-yfinance-functions: Add equity.profile for yFinance (#5978) * equity profile for yFinance * pylint * equity quote * unused imports * remove yfinance from extras in toml (#5982) * Release OpenBB Platform v`4.1.3` (#5983) * fixing pyproject.toml * adding pandas-ta to technical package for publishing * bumping technical * test for pyproject toml * feature/cboe-async: Refactor Cboe for Async (#5900) * refactor cboe for async * codespell * unused imports * pylint * more pylint * platform metadata * classmethod decorator * test params * intrinio quote * test param names * date in test needs to be a datetime.date not string * make fmp unix timestamp tz-aware and normalize percent change * different way of parsing datetime string * recapture cboe equity historical test * unused import * index snapshot update * black * extension map * pylint * cboe pyproject.toml * proposal to standardize equity_quote * one more file * removing changes on static assets * index_historical * index_historical again * last_time -> last_timestamp * obsolete router path * fix tests * test param * restore market index deprecation that I forgot about * fixing tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Fix typo in website/README.md (#5980) * Fix typo in website/README.md * Update linting.yml * Update linting.yml * Update linting.yml * Change ref conditions * Update linting.yml --------- Co-authored-by: Luqman <luqman.bello@openbb.finance> Co-authored-by: Luqman <luqazino@gmail.com> * Hotfix/th etfs (#5959) * added etf trading hours * black formatter --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Luqman <luqazino@gmail.com> * feature/finviz-provider: Adds Community Finviz Provider Extension (#5952) * add finviz provider * recapture tests * recapture tests again? * invalid test param * static packages * units_measurement -> unit_measurement * static packages as core only * openbb_core version bump in pyproject.toml * try adding user-agent to test response * fix tests * linting * provider model cosmetic changes * fix install script and typo in openbb toml * static * fix: re-record unittests * empty data error * definitions as a file --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * Add support for multiple symbols on `obb.equity.price.historical` (#5984) * av - support for multiple symbols * tiingo - support for multiple symbols * include symbol only if necessary * update extension descriptions page (#5985) * remove useless file (#5991) * added symbol to headers (#5981) Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Fixing Docs Typos (#5955) * fixed typo * fixed stocka typo --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> * fix nasdaq test cassettes (#5989) * don't include `custom_headers` in openapi schema (#5994) * hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987) * drop None rows from intrinio historical indexes * add empty data error * static assets * hotfix/insider-trading: Fix #5988 (#5990) * fix validation errors * empty strings * validator --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> * CI listing quick fix (#6002) * BIGGGG LINTING * fixing lints * fixing lints * black * very ruff * no export * fix hedge_view again * lints * platform lints * lints * black * black it @hjoaquim * fix some more linting --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Release `openbb-finviz` `1.0.0` to the public (#6000) * set version to `1.0.0` * Set correct dep version in main package * Add `finviz` to table * Auto Labelling for OpenBB Excel Docs Changes (#5998) * Update pull request labels * Update labeler.yml with new label for Excel files --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - Support for custom examples in router commands (#5993) * Disable auto_build on test run * Add support for custom router examples * Revert odd file change * Fix API pollution * Refactor examples with @montezdesousa * Check if model is inside the PI * Fix * feat: add & fix examples (#6001) * feat: add & fix examples * fix: ruff + comment * feat: read parameter pool from file * feat: typing + unit test * Disable auto_build on test run * Add field order to OBBject * Revert * lint and revert * fix test --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997) * fix compare between str and datetime * unused argument * get_weekday * lint --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - Field order added to the OBBject extra as preference (#5999) * Disable auto_build on test run * Add field order to OBBject * Improvements * Remove noxfile * Disable auto_build on test run * Add field order to OBBject * Revert * lint * Add docs * Not sure how this happened * lint * Update `openbb-devtools` (#6008) * update deps * unpinned package versions from gh linting action * codespell * updated black dependency * linting * linting * linting * pin codespell version * black * black again * install devtools in linting action * format w new black (#6009) * format w new black * format w new black * black again * black the terminal * ignoring unused arguments --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * remove reviewpad (#6010) * Remove Ultima provider (#6012) * Add OECD unemployment (+more) + data cache idea (#5917) * Add OECD unemployment + data cache idea * Docstring edits * Tests * Add composite leading indicator * i truested ruff --fix too much * Add short + long term interest rates * pylint * pylint2 * was not committing. my b * add csv cache + make it default. remove pyarrow from poetry * Clean up * Didnt run on this file. My bad * Why was this ignored /shrug * pylint --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Feature/improved pr template (#6018) * format w new black * Revert "format w new black" This reverts commit 74b9619cc6. * better pr templates * developer template * [Feature] - Custom deprecation (#6005) * custom deprecation * custom deprecation * using the new deprecation * custom deprecation on the package builder * remove comment * ruff * black * static assets * tests * using parametrization instead * test for deprecated endpoints (#6014) * Deprecation warning on the reference docs (#6015) * typo/fix * bring back methods needed for markdown generation * add deprecation warning to docs * contributor docs for deprecating endpoints - tks @deeleeramone * small changes on publishing procedure per @the-praxs * moving the deprecation summary class to deprecation file instead * explanation on class variables * Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Update openbb_platform/openbb/package/index.py Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * deprecating on 4.3 instead @the-praxs --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * [BugFix] Fix package builder (#6022) * fix: remove specific imports * adjustments for correct deprecation * static assets --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013) * historical attributes standard model - * add support multiple tags * add `tag` field in data * add support for multiple tags in historical attributes * set correct return type in `callback` function * latest attributes standard model - * add support for multiple tags * add `tag` field in data * add support for multiple tags in latest attributes * add test params for the attributes endpoints * add support for multiple `symbol` and add `symbol` field in the data * modified code to fetch data from multiple symbols and throw warning as per @deeleeramone * add params for testing multiple symbols * linting * fix test params * fixed condition to check if its a `Dict` type * updated intrinio fetcher tests for the statements * updated static * [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011) * fmp overview to equity profile * deprecation warning * urls * wrangle fields * black * pylint unused argument * insert additional securityID fields to standard model * custom deprecation using OpenBBDeprecationWarning * typo - need to have the deprecated=True flag * static assets * fix non related test * minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * [BugFix] - Remove duplicate code (#6025) Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * remove `SectorNews` from router and standard models (#6026) * feature/more-yfinance: Adds some more to openbb-yfinance (#5979) * equity profile for yFinance * pylint * equity quote * unused imports * price target consensus * add currency field * add share_statistics * don't append empty result to results * key executives * missing definition in key_executives * pylint * key metrics * add currency to key metrics * add etf_info * rename trailing_annual_dividend -> dividend_rate_ttm * add institutions count to share_statistics * add historical dividends * add logic for start-end dates to historical_dividends * recapture the test..? * funny test * filter on tests? * record test with clean cache..? * year_price_change -> price_return_1y in key_metrics * black * make descriptions clear for beta and dividend_yield fields * add description field to standard model * updated static * clear description of shares_implied_outstanding field * updated static for equity * clean descriptions --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760) * add commodity extension and add lbma fixing endpoint * dev_install.py * readme url * renovate the standard model * makes a query_params model for nasdaq data link * literal not optional * unused imports * missing test params * test cassette * DataLink query param description * test file import * actually fix import * from openbb_core.provider..... * ruff * another import statement * black * async router * move query_params * update version * version numbers * extension_map * satisfy pylint? * pylint * Update pyproject.toml * black * poetry lock * Update extension_map.json * Update __extensions__.py * Update module_map.json * clean descriptions --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Improve UX for `obb.news` (#5986) * adding date,start_date and end_date to std params * add date to special params which should've another type * change types to dateType * change helper to accomadate changes in types * date filtering * using the date filtering for all providers * date params on the std model instead * adding the right type * filtering dates on world news * integration tests * fix descriptions * static assets * black * Revert "black" This reverts commit 7288b59f87. * lint * addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing * tests accordingly * static assets * black --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] - Improve Standardization - `IndexHistorical` (#6030) * format w new black * Revert "format w new black" This reverts commit 74b9619cc6. * small adjustment on the test * index historical * adjust tests accordingly * keep the test skipped * match tests w python * fix tests * keep the skip * fix test * [Feature] - Refactor Response Model (#6024) * Start refactor with @montezdesousa * feat: add response model inside openapi_extra * feat: find+replace return types * fix: ruff * Feature/api response by provider (#6029) * init * Update router.py * Update registry_map.py * check dicts * lint * exclude provider on data model for package build * `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data` --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: teh_coderer <me@tehcoderer.com> * [BugFix] - Improve Standardization - `CotSearch` (#6031) * format w new black * Revert "format w new black" This reverts commit 74b9619cc6. * small adjustment on the test * index historical * adjust tests accordingly * keep the test skipped * match tests w python * use cache as std field * fix tests * fix tests * keep the skip * fix test * adding missing param * fix tests accordingly * Docs/byod (#5996) * add byod to reference * fix: rename add-in name * feat: add data conectors page * fix: additional notes * tiny tweaks * update functions.json and openapi.json * fix: fix bug in hedge controller * fix: another bug hedgecontroller * black --------- Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> * Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006) * date -> ex_dividend_date * nasdaq historical dividends * black * pylint * intrinio alias_dict * dividend_currency -> currency * yfinance field name --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023) * fix: remove specific imports * make polygon historical tz-aware * undo including that commit * that PR wasn't supposed to be there. * pylint unused argument * fix polygon crypto historical intervals * pylint * new cassette * fix the rest of the polygon historical price query params * black * pylint.. * integration test param * appease daylight savings handling * paginate for crypto currency and index * black * raise EmptyDataError when no results instead of returning an empty list * ruff --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * Hotfix/wrong pydantic validator (#6037) * format w new black * Revert "format w new black" This reverts commit 74b9619cc6. * Use field_validator instead * fix openapi schema fields `to_snake` (#6036) * Fix data connectors link typo (#6038) * [BugFix] - Improve Standardization - `EquitySearch` (#6033) * format w new black * Revert "format w new black" This reverts commit 74b9619cc6. * small adjustment on the test * index historical * adjust tests accordingly * keep the test skipped * match tests w python * use cache as std field * fix tests * fix tests * use_cache as std * adjust tests * keep the skip * re-record test * black * Docs / only display results for current platform (#6017) * Update index.js * Update index.js * yfinance * tzcache no longer exists * fixxy * ruff --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Andrew <andrew.kenreich@gmail.com> * Improve the docstrings (#6040) * Improve the docstrings (#6041) Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * dont run base tests with v4 label (#6046) * Sync excel reference (#6039) * sync excel reference * fix: change delimiter to comma * feat: update data connectors * test skipping wf * Update unit-test.yml * Update unit-test.yml * test skipping wf * watch label changes * Update unit-test.yml * [Enhancement] - Improve `news` router docs and examples (#6047) * better docs * static assets * Feature/platform standardization notebook (#6049) * Add platform standardization overview notebook to examples * Add py.typed marker to openbb-fred * [Enhancement] - Improve `currency` router docs and examples (#6045) * currency search * reference rates * historical price * static assets --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * display warnings based on preference (#6051) * [Enhancement] - Improve `crypto` router docs and examples (#6048) * crypto search add validation for '-'-separated pairs * set default query value to None * improve /crypto description with custom examples * improve /crypto/price/historical description with custom examples * updated static for crypto menu * ignore line too long * linting --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Final Implementation of Changelog V2 (#6050) * Updated the release drafter to process the released changelog for OpenBB Platform * Update release drafter configuration * Add OpenBB Documentation Changes and Create Release * Update process_changelog.py path in draft-release.yml * Update release-drafter version and save changelog * Copy changelog with python * Update draft-release.yml to save Changelog * Update draft-release.yml * Encode and save Changelog to Base64 * Update Changelog saving method * Update Changelog format * Update CHANGELOG.md with release notes * Fix draft release workflow * Add cat command to print CHANGELOG.md * Add platform-drafter.yml and update release-drafter.yml and draft-release.yml * Commented out config-name in release-drafter step * Update branch name validation and process_changelog.py * Refactor process_changelog.py to improve readability and maintainability * Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * improve discriminator logic, fix package return type docs (#6052) * improve discriminator logic, fix package return type docs * Update registry_map.py * build package * Update registry_map.py * defaults * Update registry_map.py --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Add LLM tools example notebook (#6053) * Add LLM tools example notebook * Update README, rename example notebook --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Remove the preference (#6055) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * [Feature] - Standardise multiple symbols input (#6056) * feat: remove list of str * fix: update cpi * package builder + cpi * build * fix: update unittests * fix: check_item * fix: unittests * Improve the docstrings (#6057) * update economy router docstrings (#6058) Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] Fix OECD Long Term Interest Rate (#6060) * fix long term interest rate * pylint unused argument * [Bugfix] - Fix economic calendar country (#6059) * fix economic calendar country * lint --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063) * sp500 multiples cleanup * remove dict from standard model * static pacakge * pylint * [Feature] FMP Current Holdings (#6043) * add fmp current holdings to etf holdings * pylint unused argument --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - Replace symbols in company/news (#6061) * feat: replace symbols in /news * fix: integration tests * fix: integration tests api * fix: typo * Update test_intrinio_fetchers.py * [Enhancement] Add function examples to router. (#6042) * options router * fixedincome router * futures router * missing comma * static assets * futures router --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Enhancement] Add function examples to Regulators Router (#6054) * options router * fixedincome router * futures router * missing comma * static assets * futures router * sec router * cftc router * black --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] Fix World News (#6064) * fix fmp * fix intrinio * fix biztoc * actually commit intrinio fix * fix tiingo * unused import * fix tests * black * ruff * benzinga empty strings * codespell * fix test? * more empty strings --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - remove unused validators from standard models (#6067) * update standard models * lint * Update USD Liquidity Example Notebook for V4 (#5902) * Update USD Liquidity Example Notebook for V4 * delete some v3 text in the copperToGold * Update README.md * findSymbols preview image * Google Colab preview image * financialStatements preview * content tsx file * ### title * convert tsx to json * indent size * double quote keys.json * trailing commas * Update content.json * patch --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fix QA Examples (#6072) * [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073) * bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs * Update branch naming guidelines link --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Feature/charting obbject (#5938) * fix circular import issues on the obbject extension framework * settings available on the obbject * extension init * charting assets and code * introduce to_chart functionality * removes the to_chart method from obbject in detriment of the one from the obbject extension * Update openbb_platform/obbject_extensions/charting/charting/__init__.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * fix on the show method * adding the example to the to_chart docstring * copying the exsting README from charting extension - needs to be revamped * moving to openbb_charting instead * update the pyproject.toml file * pydocstyle * versions * better docstrings * making accessors public * removing unnecessary credentials variable cc @montezdesousa * removing access to extra/metadata and use designated private attrs instead * Fixes linting for the logging service (#5992) * lints * typing.Type instead * deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it * tests for the obbject charting extension * removing charting service from command runner * filter functions not implemented in the module * remove charting service tests * removing charting service on the tests for int tests * charting integration tests * removing charting service file * removing old charting extension code * revamp builder * fix obbject tests * fix command_runner tests * removing openbb_figure_table * better website docs * reviewed readme * unsetting api key for posthog (pywry) windows * added debug_mode to the system settings * removing api key * update nightly script * fix tests * black * black * Revert "black" This reverts commit 21d76ad689. * Revert "black" This reverts commit 0904653fd7. * black for henrique * returning a list instead * better docstrings * removing unnecessary indicators docstring * typo * black * intentional access to protected member * changes to publish script * filtering deleted files * black * adding render argument * fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named * adding the hability to add you own data to to_chart method * tests * black * disable protected access * accept kwargs to eg. save image * adjustment cc Igor * add if statement for protection * remove unused return typing * fix technical charting views * better error message cc @IgorWounds * better structure and fix test * Revert "better structure and fix test" This reverts commit 612ea6117c. * Revert "better error message cc @IgorWounds" This reverts commit 3d7ee53878. --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fix CAPM example (#6075) * Start removing dead v3 commands for deprecation (#6070) * Yeet tokenterminal * Yeet crypto/onchain/hr and gwei * yeet luna * yeet coinglass * yeet dps/ctb * yeet reddit * yeet covid * actually not yeeting hide yfinance future warning * yeet options/hedge * not yeeting. i18n words * something happened on accident * still fixing * git reset/git checkout -f 2516cfbc72 website/content * still not sure whats going on * Edit workflow to not look at deleted files + change bootup message * Dont pin the workflow to my branch always lol * Remove askobb * [Feature] - Comma separated string and list inputs (#6062) * feat: balancesheet * feat: income statement * fix: cash flow statement * feat: financial ratios * feat: reported financials * feat: revenue business line * feat: revenue per geography * fix: warnings * Update balance_sheet.py * fix: remove warning imports * feat: balance sheet growth * feat: calendar ipo * feat: cashflow growth * feat: __validators__ * fix: typing * fix: validator msg * feat: trailing dividend_yield * feat: short volume * feat: share statistics * feat: price target + consensus * fix: update validator * feat: historical dividends * feat: key executives * fix: getattr directly * fix: type hint validator * fix: add default to getattr * typo * feat: otc * feat: options chains * fix: remove list validators * feat: add validator dict to fetchers * lint * update standard models * lint * feat: rename validator * fix: ownership * feat: query params description * fix: balance yfinance * key execs, income statement * remove change * fix: revenue geographic * fix: disable pylint * fix: unusual + balance * unit test validator * minor fix * explicit validators * update test * feat: multiple items allowed * rebuild * move check_single_value * crypto historical * order providers * fix typing * rename extra dict * marking multiple items allowed * Revert "marking multiple items allowed" This reverts commit 7da04817e1. * error msg * fix: default provider runtime vs configuration * minor fix * docstring * revert default changes * get provider before executing cmd * fix container bug * clean filter * add comment * prevent bad defaults * update docstring * typing * fix * black * fix docstring generation * [Feature] - Mark multiple item fetchers (#6074) * feat: price target * bezinga company news * equity quote * marking multiple items allowed * more multiple items * black * rebuild * another batch * rebuild * another * cpi * move prop * rebuild --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * rename var * update msg * rename func * fix test * mypy * ruff --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * [Feature] Add Regional Data Endpoint from FRED (#6071) * add regional data endpoint from FRED * codespell * ruff * sort imports * add provder='fred' to integration test * thought I already sorted those imports.. * pylint.. * more test params.... * even more test params... * even more test params.... * static assets * reconfigure params * ruff * alias dict * recapture cassette * router doctstring --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] - Fix most integration tests (#6082) * Fix most integration tests * Lint * Fix price_target column for Benzinga (#6083) * Release/4.1.4 (#6081) * static assets * patch version increase * core update * bumping versions * bump finviz version * bump versions * bump versions on package.extension --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add dates to /quantitative as needed. (#6078) * Add dates to /quantitative as needed. Run new black * Fix tests * Pycharm is weird sometimes * uncommit * Add default window + error handling + mistake --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079) * add etf.equity_exposure from FMP * empty data error * recapture cassette * pylint unused argument * Fix router example typo * fix test...? * static file to fix test? * fix test..? * __json_schema_extra__ * black --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * [BugFix] Fix Equity Integration Tests (#6086) * fix equity integration tests * black * pylint * black * black * move df_apply to helpers * unused import * remove file that shouldn't have been added * oops. didn't remove a couple lines * [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088) * standardize price_target * add analyst search * black * more black * ruff * linter, test parmas * last missing param * get rid of convert to upper * ruff * pylint * [BugFix] - Fix POST docstring examples (#6095) * Fix POST docstring examples. * Move router examples to command decorator * [BugFix] Fix `treasury_rates()` (#6092) * fix treasury_rates * drop rows with no data --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * clean up the remains from my yeeting (#6089) * clean up the remains from my yeeting * was not careful * Add ETF examples (#6102) Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * [BugFix] Fix integration tests (#6100) * fix int tests * fix obbject int tests * fix quant tests * fix index tests * use python 3.10 instead * remove cache * end_date < start_date * [Enhancement]: Add TMX data provider extension. (#5913) * dev install * add TMX provider extension * normalize ytm and coupopn_rate values * black * codespell * ruff * black again * pylint * ftw * undo what Pylint thinks is best * more black * renovate insider_trading standard model * fix tests * typo * tests * empty string * pylint unused argument * nans for some reason * black * static files * static files with openbb-tmx installed this time * yfinance TypeError..? * NA -> N/A * update for version bump * list exchange-calendars as tmx dependency * eod chains date -> eod_date * new line * not that file * more black * one more black * fix weird merge thing * ruff * index constituents params * insider trading * fixing things * black * black AGAIN * news integration params * the other missing param * ruff * historical dividends field update * add json_schema_extra * gainers * symbols -> symbol * company news symbol * unit test param * review items * wrangle a rogue field * index router example * company news thing - symbols -> symbol * field name map --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * [Feature] - OBB.GET (#6097) * create OBB.GET and data slicer page * remove quotes * format description * wording * functions.json * sidebar position * remove if stamente * [Docs] Remove Reference to `to_chart` in OBBject. (#6096) * remove reference to to_chart in OBBject. * put chart description back in OBBject properties * [Feature] - Create openbb assets folder (#6101) * create openbb assets folder * fix unittest * rebuild --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099) * allow mixed utc offset in a tz-aware date column * enforce ascending from all providers for price.historical * fix tests * add comments and apply treatment to basemodel_from_df before JSON output * yfinance consistency * add unit test * add unit test * better test * ruff --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Update the quantitative extension to make more sense (#6087) * Split out a rolling submenu for the rolling functions * Make a performance and a stats submenu. * Test the statistics functions * lint * lint * dupe test * pylint * ruff * Try tests quick * black magic signature funcs * fix my custom tests * Fix the existing imports/urls * push the api update * okay I figured out whats going on * this should be all of them * Correct docstringing examples --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * [BugFix] Fix ECB Yield Curve (#6108) * fix ecb yield curve * standard model update * Update unit-test workflow to check for changes to openbb_platform (#6109) * [Bug fix] - Fix package mypy (#6110) * fix: package mypy * types * black * [Feature] - Equity router descriptions & examples (#6103) * feat: equity/calendar * feat: compare router * fix descriptions * darkpool + discovery * fix paragraph issues * fix descriptions * fundamental part 1 * fundamental part2 * transcipts * ownership * fix * price * shorts * Update darkpool_router.py * minor fix * shorts examples * examples * ruff * black --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - Add `exception_handler` decorator to static (#6112) * add exception handler decorator * add exception handler decorator code * updated static * rebuild to fix docstring indentation --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * update extensions list (#6114) * add missing field descriptions to yfinance equity price historical (#6116) Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * remove charting extension env var (#6118) * [BugFix] Fix Company News (#6111) * fix company news * update tests * multiple symbols for polygon * don't include pageSize in Benzinga querystring, fixed as 100 * remove extra space * black * unused imports * make benzinga test cassette smaller * missing params * clear empty strings --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124) * allow multiple symbols in key_metrics from yfinance * field order thing * remove unnecessary function (#6125) * [Docs] Update OpenBB Copilot docs (#6106) * WIP: Tweak description. * WIP: Experimenting with react-player * WIP: Add copilot docs. * fixes videos width/height * WIP: Refine videos and copy. * WIP: Add last videos and sections. * Add bring-your-own-copilot section. * Tweak grammar. * Add copilot link. * Fix typos. --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120) * add data description for previous close * ..just the one * update the model tripped by this change --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * added australia as a country also (#6131) * [Bug fix] - Fix regulator cik map standard model (#6129) * Fix regulator cik map standard model * fix description * Update cik_map.py * increase timeout to 30 (#6115) Co-authored-by: James Maslek <jmaslek11@gmail.com> * clean up some v3 deps (#6105) * clean up some v3 deps * forgot we need to do the requirements txt files * not sure it matters, but run ruff + black * am addicted to bug fixes --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * [Bug fix] - explicit multiple items docstring (#6127) * explicit multiple items docstring * rebuiild * rebuild again --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * [Feature] Pretty Pydantic `ValidationError` exceptions (#6130) * fix validator in fmp IndexHistorical model * make ValidationError pretty * modify arg error * linting fmp IndexHistorical * black * remove unused code * tmx etf info (#6132) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * [Feature] - Platform V4 Markdown Generator V2 (#6094) * add recent `openapi.json` * fix data types in models * removed `openapi.json` * set default date value as None in PolygonCurrencyPairs class * add function to generate reference.json file * reworked function to improve readability * reword function to add seo metadata * add functions for creating markdown sections * add code to extract data card markdown title * add additional functions for generating index and data models file * extract first sentence of the description for cards * code cleanup and documentation * linting * linting polygon models * add openbb import statement in create_reference_markdown_examples function * add POST method functions * cleanup; reworked generate_reference_index_files function * moved development section to 7th position in the sidebar * fix POST function params default value add standard flag to QueryParams and Data fields cleanup * add type expansion from package_builder.MethodDefinition * sort data models cards alphabetically make printing less verbose * make MAX_CARDS global display less content in cards in Commannds section * cleanup * Remove '_' from the cards under Commands section * " to ' in econometrics/causality * replace ' with " in ReferenceCard for reference dir index files * remove extra . from the quantile function description * shoutout to @deeleeramone for finding POST method description bug! * set correct value for standard field * handle BaseModel types in provider data fields * unit tests for the platform markdown generator v2 * yeet 'Default' and 'Optional' columns in the 'Data' section * last minute bug fix * add info for multiple symbols * make multiple items info same as platform static * organize sections properly * sort reference sub-directories alphabetically * extra space in 'OBBject extra' description * add type expansion for fields with multiple items POST method cleanup --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Docs] Adds Example Notebook for the Implied Earnings Move (#6128) * adds example notebook for the implied earnings move * remove commented out line --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * [Feature] - Sync with new openapi.json (#6137) * feat: create data tabs * fix: uncomment * fix: remove unecessary comment * sort side bar * comment * uncomment * use .dev functions.json + clean traverse * fix futures example * fix example * point to .co * Fix the v3 markdown generation workflow (#6138) * fix workflow * debug time * see if the docs generate at least * ahhhh i found it * getting there * put the test first * some keys cleanup * small change to error message * update functions.json (#6140) * fix intraday check in charting ta_class (#6119) Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * [BugFix] Display EconDB as source for macro (#6143) * [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142) * disable fetcher in init and fetcher tests * disable provider test params from equity python and api tests * updated static * add more examples into findSymbols (#6139) Co-authored-by: James Maslek <jmaslek11@gmail.com> * [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121) * fix etf holdings * linting * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/update xl docs (#6145) * remove print * update obb.get docs * example * md lint * fix get reference (#6147) * [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144) * move constant dicts to constants.py filter by start_date and end_date * black * black again again * Merge 'main' into 'develop' (#6151) * Release/3.2.4 (#5696) * test * ultima description (#5541) * Updating showcase page (#5543) * updating showcase page * use sdk instead * add new bot command autopost docs (#5530) add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/ultima improvements (#5553) * tweaks for monetization * fix linting issue * fix: Modify 'load' behavior to append data to existing sheet (#5503) * 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 * Fixed 'worksheet not found' error during export to an existing sheet * Changes: * Now if the sheet exists in the xlsx file it will ask the user if he wants to replace/append/create new sheet --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * added platform API integration test to Nightly build (#5571) * Add columns to `stocks/search` (#5565) * Add columns to `stocks/search` isin, cusip, figi, composite_figi, shareclass_figi * Update test_search[False].txt * Update test_search[True].txt * Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml * Create test_search.yaml --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * updating ultima urls (#5587) * fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) * Update README.md (#5598) * 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> * 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 * fix docs (#5646) * 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> * 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 settings.md (#5665) * fix front matter (#5667) * #5633 adding comma every 1000 (#5652) * #5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Hotfix/reports model render report sanitize inputs (#5669) * Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299 * Running black linter on code to conform to OBB style guides. --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types * remove space in regex (#5675) * Pin openai (#5685) * Clarified stocks/ta empty recom object message (#5468) * Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * improved market cap value extraction (#5169) * improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * 3.2.3->3.2.4 * Changelogs * new changelog --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com> Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> 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: Ramazan <guvencramazan@outlook.com> Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com> Co-authored-by: wojda <114031148+polooner@users.noreply.github.com> Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com> * Release/4.0.1 (#5840) * test * ultima description (#5541) * Updating showcase page (#5543) * updating showcase page * use sdk instead * add new bot command autopost docs (#5530) add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/ultima improvements (#5553) * tweaks for monetization * fix linting issue * fix: Modify 'load' behavior to append data to existing sheet (#5503) * 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 * Fixed 'worksheet not found' error during export to an existing sheet * Changes: * Now if the sheet exists in the xlsx file it will ask the user if he wants to replace/append/create new sheet --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * added platform API integration test to Nightly build (#5571) * Add columns to `stocks/search` (#5565) * Add columns to `stocks/search` isin, cusip, figi, composite_figi, shareclass_figi * Update test_search[False].txt * Update test_search[True].txt * Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml * Create test_search.yaml --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * updating ultima urls (#5587) * fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) * Update README.md (#5598) * 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> * 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 * fix docs (#5646) * 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> * 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 settings.md (#5665) * fix front matter (#5667) * #5633 adding comma every 1000 (#5652) * #5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Hotfix/reports model render report sanitize inputs (#5669) * Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299 * Running black linter on code to conform to OBB style guides. --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types * remove space in regex (#5675) * Pin openai (#5685) * Clarified stocks/ta empty recom object message (#5468) * Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * improved market cap value extraction (#5169) * improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Release/3.2.4 (#5704) * 3.2.3->3.2.4 * Changelogs * new changelog * 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> * Hotfix/pypi openbb terminal (#5719) * renaming the project * documentation changes * Finishing touches to the publishing procedure (#5728) * finishing touches to the publishing procedure * grammar improvements * Run tests on develop (#5725) * Run tests on develop * Add a check that files changes in platform * Seprate Intrinio financials data tags into a different command (#5723) * add `ebit` field in income statement standard model * only add required data tags * remove calculations data * use `name` key instead of `tag` key * set `period` as required in data * remove `period` and `cik` from provider models * add `equity/fundamental/search_financial_attributes` with tests * clean descriptions file * add `equity/fundamental/financial_attributes` with tests * set `value` as `Optional` * Fix threadpool test error (#5734) * Remove ultima from deps (#5736) * remove ultima from deps * skip ultima test * black * change skip location * try except statement to avoid error on the ci * new currency reference rates pr (#5724) * point files to linters (#5739) * remove news from equity (#5741) * Add tiingo provider (#5740) * first commit * things * Add news endpoints * CryptoHistorical * Add currency and trailing dividend yield * things working * deps * fix pre commit things * tests? * black on the tests * pratty told me to add it * integration tests * added helpers * crypto revamped * currency revamped * trailing dividend yield revamped * equity historical revamped * company news overhauled * global news overhauled * remove `tags` param from news models * crypto correct `exchanges` description * james smh * re-recorded fetcher tests * fixed integration tests * econometrics smh * james smh again --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Add `derivatives` extension for `futures` and `options` (#5742) * removed options and futures * add derivatives extension * cleanup * bug #5649 (#5722) * bug #5649 * fixing --a upmom, downmom --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Rename the fmp search -> screener (#5744) * Rename the fmp search -> screener * misses some * i cant copy paste * docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720) * update Terminal about URLs and some other broken links * ruff * intro * changing the heading levels * dependency management sections * structure * developer guides * structure * contributor guides * keywords and descriptions * broken urls * cool cards * Cool cards (#5727) * tidy up terminal/content * some more tidy up * fix styling for platform that was missing * more tidy up * improve color for dark and light mode * create new reference card for more basic cards * rename back to menus * implement all index.md for terminal, except reference * improve bot title * more refactoring * fix remaining index * header styling * more styling * heheheheheheeh * Revert "heheheheheheeh" This reverts commit 7d095fcfd2. * Ccards (#5733) * links * more links * improved styling and chevron aligned to title * fix index.mdx urls for Terminal * update package.json * update index.mdx * fix generation * spelling * toolkit_extensions * update data extensions * couple of links * add tiingo to data extensions list --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Stock leftover cleanup (#5745) * change to equity in `.md` files * `HistoricalStockSplits`->`HistoricalSplits` * `StockInsiderTrading`->`InsiderTrading` * sorry fmp * `EquityHistorical` cleanup * `EquityNBBO` cleanup * .md leftover * the last of stocks * Hotfix/urllib to dev group (#5732) * use the urllib3 dependency on the dev group instead * adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name * add dev dependencies to the dev installation bc of the ci * updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/ the way we were importing it breaks if pydantic=2.5 @montezdesousa * loosing urllib3 version specification on the provider and adding it to platform dev deps * rmeoving urllib from top level deps; and removing --with dev flag * changing to ^ instead * Revert "changing to ^ instead" This reverts commit 7300904e9f. * unnecessary dep --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726) * add ecb balance of payments * missing __init__.py files * Nasdaq calendar earnings and fix FMP calendar earnings (#5718) Co-authored-by: James Maslek <jmaslek11@gmail.com> * feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746) * add government_us provider and treasury auctions endpoint * black * add param for cusip * move logic for setting default start/end date * Update hub<>platform credentials map (#5749) * update hub<>platform credentials map * typo * Add API settings schema to system settings (#5743) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Skip checking creds (#5737) * skip checking creds * fix bug * ok mypy * add comment * rename required_credentials * fix * fix top_retail bug * don't require creds in some nasdaq fetchers * black * this was not here before * fix tests * update fetcher test * update contributing guidelines * Fix Quote (#5752) * Fix Quote * fixed return type and model validation --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Wrap up renaming global news to world news on a model level (#5750) * Wrap up renaming global news to world news on a model level * cleanup --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Remove eod from docstrings (#5751) * Wrap up renaming global news to world news on a model level * Remove "end of day" from historical price model docstrings --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Massive docstring cleanup (#5755) * sec router remove command * standard models cleanup * fmp cleanup * av cleanup * benzinga cleanup * biztoc cleanup * cboe cleanup * ecb cleanup * finra cleanup * fred cleanup * us cleanup * intrinio cleanup * nasdaq cleanup * oecd cleanup * polygon cleanup * sec cleanup * seeking alpha cleanup * stockgrid cleanup * tiingo cleanup * tradingeconomics cleanup * ultima cleanup * wsj cleanup * yfinance cleanup * sec router lint * fix date query param description * Updates system and api settings (#5753) * remove uncessary import on rest api * remove FrozenField and add api.version * allow setup from json * remove id tag * computed field is better * formatting --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Squeeze build time (#5756) * squeeze build time * bug fix * fix test * typo? * rebuild * keep tradingeconomics * docs/working-docs: Working V4 Docs PR (#5747) * post-install clarification, fix links * more links * change word * toolkit cleanup * rename 'contributing' to 'development' * update extensions * some urls * Update sdk-platform and v4-develop in urls (#5730) * Update sdk-platform and v4-develop in urls * Seprate Intrinio financials data tags into a different command (#5723) * add `ebit` field in income statement standard model * only add required data tags * remove calculations data * use `name` key instead of `tag` key * set `period` as required in data * remove `period` and `cik` from provider models * add `equity/fundamental/search_financial_attributes` with tests * clean descriptions file * add `equity/fundamental/financial_attributes` with tests * set `value` as `Optional` * Fix threadpool test error (#5734) * Remove ultima from deps (#5736) * remove ultima from deps * skip ultima test * black * c… * More v3 removals (#6141) * remove ultima + althub * move twitter keys * economy kill bigmac + remove eval + plot+ stored data * am losing track * oanda is next * brokers now * fix sdk in case anyone wants it * missed an sdk endpoint * spec file * small edits for installer * stop the int tests on these * always be fixin bugs * some more removals * [Enhancement] Show the source of error in exception traceback (#6153) * show source of error * restructure code for readability * Improve the OECD requests (#6152) * remove ultima + althub * move twitter keys * Enhance caching + more specific urls * Update urls for stir * LTIR * cli * one v3 file to fix * Typing edits + gdp dates + gdp all countries * Tests * lint * not sure why those didnt record * handle the fact that we artifically add some start dates and end dates * fix dates with actual solution not weird patch * lint * adds AlphaVantage to historical_eps (#6155) * [BugFix] Fix FMP Market Snapshots (#6160) * fix FMP market snapshots * exception handling * model type * forgot one line * fix test --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - Excel help page (#6165) * create help page * rename file * words * words * more issues * less words * minor fix * email * no bare urls * unused attribute * ruff * [Feature] Add Currency Snapshots With Data From FMP (#6162) * add obb.currency.snapshots() endpoint and create new standard model * add standard model * static assets * add couple of comments * codespell --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] Add `form_13f` Endpoint to `equity.ownership` (#6122) * add form_13f endpoint * review things * option_type validator * black * codespell * add some comments to the code * remove duplicated process * static file * remove warning * static why no one updates you :-( --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Bug fix] - Run charting tests again (#6167) * run tests again * forgot these 2 * [Enhancement] Slightly Change The Order of intrinio Cash Flow (#6168) * fix order of intrinio cash flow * apparently homebrew takes priority, deleted that black * [Bug fix] - Fix integration tests (#6170) * fix integration tests * rebuild * unittest * [Bug fix] - Handle multiple items with arbitrary type (#6171) * handle multiple items with arbitrary type * minor fix * ruff * inequality * integration tests * test * pylint * fix tests * fix category * ruff * [Feature] Custom choices (#6169) * custom choices * remove unnecessary choices from the extra info * static assets * simpler way to pop choices on extra * Getting json_schema_extra without changing the original dict --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * exception in debug mode shows complete argument (#6174) * [Bugfix] - Lower case validator in standard models (#6172) * add to_lower validator * change validator name * docstrings * fix interval * [Enhancement] Standardize "X".price.historical Intervals and Params (#6146) * FMP * tiingo * yfinance * intrinio * polygon * fmp interval descriptions * alpha_vantage * update unit tests * tests * static files * black * black * black again * codespell * codespell again * futures historical * ruff * some more black * pylint * now black again * test params * skip deprecated * fmp test cassette * fix some tests * fix test_query * fix bad symbol in toolkit integration tests * attempt at parameter deprecation warning * Fix edge case * test params * more test params * that's the ticket --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - refactor examples (#6154) * remove auto examples and split python from api * add missing exampels * rebuild * query params focstring * black * add scoped examples * group model imports in the router * unblock api * fix * classify examples * fix package identation * black sig * fix indentation without linter * fix python examples * remove doc * pylint * again * add model validators * commodity, crypto, currency * filter examples * fix python examples * fix filter and build * undo toml change * add comment * oop * comment * typing * lint * Update router.py * Update econometrics_router.py * fix to_python * to_python * to_python * black * fix multiple line field descriptions * remove circular import * add missing import * pass indent as object attr * doc * doc * this looks better * forgot this * fix: new examples adapted * fix prev commit * avoid future problems * Update ownership_router.py * rebuild + remove todo * make description mandatory for python examples * simple indent * append_examples func works for both website and docstring * Add example unit tests * Edit example unit tests * fix validator * this works * fix to_python * fix mandatory docstrings * typing * shorter error msgs * economy router * fix more examples * more examples * more examples * more examples * field desc * minor fix * fix etf examples * handling types better * lint * rename method * rename var * docstring + move method * typing * prompt * rebuild * prompt fix in PythonEx * fix examples without model * example mock data * add get_field_type func to get field data type * panel data * mock data * fix * fix * docstring * ohlcv * pylint * quantitaive router * simplify mock data * fix remaining quantitative routers * a bit more flexibility for examples * lint * mock dat from sample * docstring * assertion * bugfix * minor fix * technical * fix integration tests * fix docstring * econometrics examples * econometrics examples * remove warning * add technical examples * fix bad examples * fix more examples * update test rules * remoce old pydantic referenc * fix bug in treasury prices * fix quantitative examples * discovery router * equity shorts * equity shorts * fix currency pairs * fix sec_router example * fix panel data to support all funcs * black * more examples fixes * simplify test * rebuild * test doc * add provider to some ex * ^ * last * add provider * rebuild * working examples * noqa * pylint * pylint * clean * minor fix * fix test * lint * ruff --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Enhancement] Improve Intrinio Unusual Options (#6177) * improve intrinio unusual options * static files * fix test * really fix the test * added code to get new examples as string (#6181) * [Feature] Add Tradier Provider Extension (#6178) * add tradier provider * python 3-9 tz parsing * unused argument * add handling for cassette playback on GitHub * sort equity historical nicely --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - Create static asset tests (#6182) * Create static asset tests * Lint * Add labels for `breaking_changes` tag (#6184) * Add labels for breaking changes*** ***Update release-drafter configuration * Update release-drafter.yml to include emoji for OpenBB Platform Breaking Changes * [Bugfix] - Fix equity/price/historical w/ alphavantage (#6183) * fix premium endpoint bug * lint * [Enhancement] Allow Multiple Symbols For Intrinio Key Metrics (#6186) * improve intrinio key metrics * type thing * some thing * ruff * handle date type (#6185) * Release bug fixes (#6187) * release bug fixes * rebuild --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * [BugFix] Update `README` for Platform (#6189) * update readme * prevent oopsies * beta versions * print extensions name * update toml with beta versions * [BugFix] Raise Alpha Vantage API Error (#6188) * raise API error * handle more API error messages * handle bad data --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * bump versions for all packages * update extensions * update econ cal headers (#6191) * fix for obbject extensions not added in extension map * updated extension map * update lock files * fix maybe for SDK v3 docs * Revert "Merge branch 'main' into release/4.1.5" This reverts commit 5b333dbcd2, reversing changes made to e4beecf5ef. * Revert "fix for obbject extensions not added in extension map" This reverts commit b6bd2b9d5e. * Revert "updated extension map" This reverts commit 9ed74fee19. * don't get del files for terminal * expiration choice u killing me * bad mypy * no linting for terminal v3 * add TODO * disable pylint for sec files --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Ayrton Parkinson <ayrton.parkinson1@gmail.com> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: Luqman <luqman.bello@openbb.finance> Co-authored-by: Eric Li <38477812+EricLi-Dev@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: Michael Struwig <mnicstruwig@gmail.com> Co-authored-by: capital0 <72140796+capital0@users.noreply.github.com> Co-authored-by: Ben Van Doren <benvandoren@users.noreply.github.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com> Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.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: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Ramazan <guvencramazan@outlook.com> Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com> Co-authored-by: wojda <114031148+polooner@users.noreply.github.com> Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com> Co-authored-by: Ramazan <guvencramazan@yandex.com> Co-authored-by: omahs <73983677+omahs@users.noreply.github.com>	2024-03-12 08:16:42 -04:00
Colin Delahunty	1ca7fd9beb	Improves the settings/userdata command, and upgrade ruff (#5359) ... * Began the fax * Bumped ruff * Fixed a BUNCH of ruff errors * Fixed a lot of ruff errors * Simplify if statements * Fixed black * Updated some stuff * Updated some stuff * A lot more ruff fixes * Added a fix * Added a fix * Fixed mypy * Fixed some stuff * Reverted one thing * Small fix * Small fix * Small fix * Added fix * Added fix * Update requirements	2023-08-22 20:11:48 +00:00
Colin Delahunty	f07d116f23	Fixed URL for uploading to the hub (#5340) ... * Fixed URLs * Added a fix	2023-08-17 16:18:26 +00:00
DidierRLopes	c40c3f7529	Creates a "--dev" flag that points to dev backend for testing with hub (#5319) ... * check that routine title is valid * more updates * small fixes * override local routine * more improvements to routine logic * --debug runs .dev * few more updates * small fix * rename BASE_URL from ultima to ULTIMA_BASE_URL * use debug from dataclasses instead of env since env doesn't get updated * create --dev flag that can point to .dev backend * merge conflits * few changes, made it actually work 🤣 --------- Co-authored-by: tehcoderer <me@tehcoderer.com>	2023-08-13 23:20:07 -07:00
teh_coderer	b54c47e2e9	hotfix/ Charts Theme change not persisting (#5036) ... * revert and fix bug introduced in #4546 * improve theme change in chart, add `theme.apply_style()` to settings_controller/hub config change	2023-05-17 14:38:13 +00:00
James Maslek	dceaabcf53	Get rid of twitter news bar (#4820)	2023-04-18 15:47:22 +00:00
montezdesousa	4cd5a8d5bb	Split table and chart theme (#4767) ... * split table and chart theme * add comment * add comment * josé does not like white * rename chart, style vars * change settings controller help * Update settings_controller.py	2023-04-14 13:23:31 +00:00
teh_coderer	0e9abc3a84	Feature/ Voila to Streamlit Dashboards (#4755) ... * idk * g * idk * init * revert old push * pylint * ruff * update * mypy * tests * LF * tests * Update Futures.py * tests? * fix intraday candle breaks * tests???? * remove matplotlib from settings controller, autocomplete for flair cmd * Update test_settings_controller.py * remove streamlit activate warnings as it's not needed anymore * bump pywry * fix daily date gaps * Update pytrends * Update terminal.spec * Update terminal.spec * Update terminal.spec * Update macos-build.yml * Update macos-build.yml * Update windows10_build.yml * Update terminal.spec * streamlit * streamlit configs * test * lint * cmd source in charts * Update dashboards_controller.py * Update dashboards_controller.py * Update backend.py --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-04-12 20:38:56 +00:00
montezdesousa	d2212cd7c3	Warn user when there is no personal access token (#4725) ... * warn user if no token found - 404 * add spaces to colors and theme application * be more explicit about which color preference is failing --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>	2023-04-10 10:50:29 +00:00
montezdesousa	b9ea4d5cd0	Refactor sources menu (#4668) ... * add data sources defaults to model * fix f string * refactor sources controller * write sources to file * write to user file * add user data sources file inside OpenBBUserData * append to user file, don't rewrite * fix when sources folder does not exist * codespell * change func name * change path to str * ruff * Add method to upload entire user field * change clear func args * update get_ordered_list_sources function * move flatten * move flatten * change extend func name * remove comment * clean sources utils funcs * mypy * Update utils.py * spacing * docs --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>	2023-04-05 12:13:34 +00:00
montezdesousa	f5230b26c0	Hub | sync, pull, sources and other updates (#4640) ... * remove sync and pull * ruff * remove runtime fetch configs * add comment * reset when logged * update translation yml file * sdk regen * print bold red messages if logout process fails * fix sources not being applied * handle bad json * update hub links * save terminal crash when sources file is broken * add user defaults to gitignore * actually no needed, will just be more specific about richstyle coming from hub * black * rewrite stdout * fix session_model tests * fix sdk session tests * move paths * remove duplicate line * fix user being reset in test_logout_user test * remove unecessary recording * change colors msg * remove repeated code	2023-04-03 13:49:53 +00:00
jose-donato	165abe2480	Adds foundation for dark mode from user (#4623) ... * fix: adds foundation for dark mode from user * start theme sync with hub * send chart_tables to backend * last fix * fix: pushed table html * fix: footer size wasnt correct --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>	2023-04-03 10:58:40 +00:00
montezdesousa	b6b42afd71	Hub | Add colors, sources sync (#4546) ... * 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 * refactor colors preference * no theme, no party * add colors sync * dynamic theme * add comment * add colors to settings * ruff * linting * update menu desc * adjust keys sync flag * write to dotenv sync flag * english * fix pull command * fix edge cases * handle some errors * small bug * change func name * pylint * no light * colors preview * ruff * fix login logout preferences * ruff * delete folder * pylint * default, custom, hub * fix clear * docstring * add preference exceptions * set only rich style * request theme only if hub * linting * change guest msg * add option to update chart style on the fly * apply style * rollback to old terminal style * fix console theme * remove print * remove hub rich style * ruff * mypy * black * Hub | Add sources sync (#4565) * Add sources model * adapt session model * fetch sources dict * rename local funcs * set sources inside current user * set sources inside current user * generate sources dict from hub * fix dict generator * send request to hub * fix conflict * revert datasources to develop head * fix docstring * avoid invalid patch types * add default option to sources * fix small bug on sources * ruff * black * remove ( * mypy failing only on git * ignore mypy * pylint * fix settings controller * Tests: fix keys model writing to .env * fix keys controller test writing to .env * ruff * Test: fix account controller * Test: fix account controller pull * Tests: fix launch terminal * Test: add sources to user object * Tests: fix clear cmd tests * ruff * revert core/sdk changes * TerminalStyle docstring * upload config docstring * remove comment * remove unecessary pylint disable * revert openbb_terminal/sdk changes * Terminal style docstring * docstring * remove unecessary changes * add TODO * add other todo * Tests: prevent sync from being written in .env * change clear msg * display sources source on menu * update settings controller * display keys source * black * sync not needed for pull * remove sync from apply configs * change func name for consistency * Update test_keys_model.py * save rich style in user folder * search recursively inside styles * set hub theme by default * remove debug print * allow any plot style * comment plotstyle sync for now * fix sources set terminal to hub * ruff * rewrite cassettes * remove repeated settings * rewrite expected	2023-03-27 16:59:36 +00:00
Henrique Joaquim	937d033160	Adds BaseModel and SystemModel (#4491) ... * adding BaseModel * initial version of the system model * creating setup functions and removing constants from config_terminal * removing log_supress const * fix test * merge * system handler * fix import * centralized configs setup * repr to use the BaseModel * updating i18n dict location * ignoring warning on wrong type-var * ruff * Update openbb_terminal/core/models/system_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Update openbb_terminal/core/models/system_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * import literal * loading env files before the plot backend is called * fix tests/openbb_terminal/test_terminal_helper.py * tests need to have i18n initialized * fix seeking_alpha tests --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>	2023-03-22 15:00:58 +00:00
montezdesousa	18b82a7d80	Hub | save preferences locally (#4494) ... * remove preferences sync * refactor preferences handler * change func name * remove credentials handler + add writedotenv * remove flair and sync from cloud * read flair from env dict * remove unused func * simplify func * ruff * mypy * remove token from keys * simplify handle credential * save exception load env just in case * uncomment dev link * pylint * fix accounte controller * fix sdk keys bug * fix bug on apply_configs * fix feature flags controller tests * mock properly * remove comment * fix more tests * fix test * fix screeninfo * update ff controller after develop merge * fix sync test	2023-03-16 16:58:10 +00:00
montezdesousa	5a69fba516	Prefix OPENBB_ for .env vars (#4475) ... * prefix OPENBB_ for .env vars * black * remove prefix only for dataclass * remove openbb_ from setters * don't send pref if sync disabled * fix last commit * add fields methods to handlers	2023-03-14 13:42:47 +00:00
montezdesousa	d9faafa9ad	Fix wrong version number (#4429) ... * remove refs to featureflags * test refs to obbff * test refs to obbff * ruff * fix unittest --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-03-08 15:54:34 +00:00
montezdesousa	475ebb5acd	[WIP] Migrate user, feature flags and configurations to dataclass (#4309) ... * implement user and change is guest * replace User methods * move remaining functions to user * fix bug * portfolio test * fix tests * fix tests * uncomment skip * ruff * start credentials model implementation * change deault structure * refacto quandl * change default struct and file names * bug * start using global user * add comments * move update flair * change cfg references in keys model * reddit & fmp * refactore additional keys * remaing config keys * remove unsude imports and fix hub keys * ruff * fix line too long * unblock unittests * fix keys model tests * remove os patch * fix account controller tests * fix account controller tests * fix account model * account fixed * fix user tests * User Model * User Model * User Model * Move session folder * User Model : grouping the models * User Model : fix bugs * Config Plot + bug fix * User Model : Refactoring plots * Feature flags * Remove dup * clean comments a fix some vars * fix feature flags controller * refactor obbff from settings controller * refactor a bunch of obbff variables * fix bug blocking terminal * fix integration tests * refactor controllers with obbff * refactor remaining ffs * remove comments * log not started * mispelled variable * set current user on local model * User Model : moving files + updating * User Preferences * User : Refactor is_guest function + bug fix * User : refactor is_guest function * Fix conftest.py * remove lost obbffs * typo on fileoverwrite * Plot config: move variables and start plot dpi * User : tests * refactor plot dpi references * remove plot dpi imports * refactor some config terminal leftover * /account/sync : fix bug * remove configs reload * start path refactor * installation paths vs user paths * remove cfg_plot * Tests : User Refactoring * user prefix only for preferences * user prefix only for preferences * move user paths * remove comment * update apply remote configs * fix tz not updating * save some copys * small fix * create interface for credentials and preferences * wrong docstrings fixed * ruff core * fix some pref setting * login is better * ruff * ruff * remove Literal * add small comment * Tests : User Refactoring * Credentials Model : add DataBento * Fix helper_funcs * Fixing code * Tests : fixing * User Model : freezing the models * Fixed Income + Databento * Tests : fixing keys * black * ruff * Tests : user model * Tests : user model * Fix linting * Fix linting * Linting * Linting * Fixing code and tests * Fix tests * mypy * SDK * Clean ruff cache * Fix syntax issue * Update fred_view * Black * Linting * Update code * Update tests * Linting * Linting * Tests * Black * Linting * Linting * Mock os.listdir to avoid looking for file that doesnt exist * Mock options paths * lint * Tests : fix * Code : update * Tests + Linting * Tests * Ruff * Code : update * Tests * Code : update * Fix workflow * Code : update --------- Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-03-05 00:37:19 +01:00
DidierRLopes	f1a824a179	Add tweet news in terminal toolbar (#3757) ... * Add tweet news in terminal toolbar * allow to store tweet news settings * update dependencies * Add tweet news in terminal toolbar * lint * dependencies * 5s timeout for twitter api * poetry update for resolve * reqs * set news to false by default * update tweepy * update reqs * update reqs again? * update setuptools * small improv * Add tweet news in terminal toolbar * update packages * black linting * black formatting * ruff fixes * fix settings controller * Reqs * fix tz issue * add keywords selection * linting * helper funcs mypy * pylint fixes * Checkout poetry.lock + pyproject.toml * Update dependencies * Remove integration test file * News Toolbar : Fix bugs * Tests : News Toolbar * Update dependencies * Tests : change variable name * Remove unused keys * Remove unecessary global variable * Fix linting * Lighter API call * Ruff * Linting + Remove keys * Linting * Dotenv loading issue. * Ruff * Revert "Dotenv loading issue." This reverts commit 4493f1a3e7. * Tests : fix * Tests : fix test_settings_controller.py * Twitter Toolbar : avoid checking API when not enabled * Tests : news toolbar --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com>	2023-02-23 13:22:22 +01:00
Colin Delahunty	cebf454cdf	Added flake8-simplify (#4227) ... * 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>	2023-02-20 19:27:34 -05:00
james	0ed729e59e	Merge branch 'develop' into feature/mypy10	2023-02-09 20:07:10 -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
james	d73dfd3980	fixes for mypy 1.0	2023-02-08 19:14:25 -05:00
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
Colin Delahunty	ee34a1f278	Feature/add isort linter (#4114) ... * Fixed isort * Fixed issues * FIxed linters --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-02-04 21:24:47 -05:00
Henrique Joaquim	a37d9032e3	Hotfix/fix black (#4101) ... * 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 ---------	2023-02-01 12:33:15 +00:00
montezdesousa	4e4d0ca9ca	change .env loading priority (#4005)	2023-01-18 08:52:05 -05:00
Chavithra	cfde16e93d	Core: move parse_simple_args (#3705) ... * Moving Docker folder into Build * Workflows : update Docker * Docker : update compose image version * Docker : fix volumes path * Update core * Update helper_funcs * Update dashboards * Update reports * Update keys_controller * Update settings_controller * Update sources_controller * Tests : fix __mock_parse_simple_args * Reduce lines Co-authored-by: James Maslek <jmaslek11@gmail.com>	2022-12-06 09:52:13 +01:00
montezdesousa	02901f1473	Trim command output spaces (#3424) ... * first round of removing spaces * remove more print statemnts * remove more spaces * bullbear color * spacc color * improve stalker readability * delete more spaces * reddit colors * rever hood * flake8 * forgot this one * fix econometrics tests * fix econometrics tests * fix more tests Co-authored-by: James Maslek <jmaslek11@gmail.com>	2022-11-16 11:47:24 +00:00
DidierRLopes	15e6e4ad85	Improve UI/UX styling regarding to spacing (#3073) ... * fix styling UI/UX * black formatting * fix tests * Update CONTRIBUTING.md * asterisk to hyphen * Update CONTRIBUTING.md Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>	2022-10-27 12:34:16 +02:00
northern-64bit	28a0cfd2ee	Improved auto completion (#2763) ... * Adding improved auto complete to all menus * Improve autocomplete * Done * Linting : fix unused imports * Tests : fix help messages * Fixing typing * Tests : forex * Tests: stocks * Stocks/TA * Linting * Stocks/insider * Portfolio/Broker/Degiro * Linting Co-authored-by: Chavithra PARANA <chavithra@gmail.com>	2022-10-11 16:07:24 +02:00
DidierRLopes	9df5bdcfb6	Make it easier for users to configure their terminal colors (#2740) ... * Make it easier for users to configure their terminal colors * smaller version of text Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>	2022-10-09 14:54:14 +03:00
James Simmons	0dbfd1b7dd	Release 1.9.0 (#2694) ... * version change and pylint ignore * Resolve black and pylint errors Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>	2022-10-06 17:56:29 -04:00
Om Gupta	b78f024a6f	Be able to change user data folder and add path for exports (#2592) ... * modify export function to user data function * change to exports * change i18n * be able to change user data folder * black * add exports to paths_helper * black * minor fixes * fix * small change to exports * fix * exports changes * fix export * fix reports export * black * minor changes * fix test * fix dcf export * type ignore * black * pylint * fix tests Co-authored-by: Chavithra <chavithra@gmail.com>	2022-09-25 12:45:22 +01:00
Om Gupta	3d0190e35b	New path for .env (#2508) ... * add log path * add test to check if log file is in correct dir * env path * black * mypy fix * linting * add make_paths and change references * terminal change * change constants to paths * change names * black * mypy * mypy * pylint else * add make paths * remove custom user dir name Co-authored-by: Chavithra <chavithra@gmail.com>	2022-09-12 11:56:45 +01:00
DidierRLopes	97312178b6	Improve export folder to custom one (#2439) ... * Improve export folder to custom one * improve based on Darren feedback Co-authored-by: James Maslek <jmaslek11@gmail.com>	2022-08-28 02:25:07 +01:00
Theodore Aptekarev	775d218891	Add parser for input command arguments (The Forward Slash PR) (#2064) ... * Add helper command to filter unix paths and other edge cases * Remove sort argument filtering from parsing * Make --file arg mandatory for loading files * Refactor queue parsing logic * Enable adding controller level input parsing filters * Remove the github repo path hack because it's not needed anymore * Fix typos and line length linting * Update unix path parser to match known extensions * Update oss custom filters to not require space after slash arg * Fix tests and failing linters * Add pre-commit hook to check for reserved arguments validity * Fix tests * Fix finviz compare screener tests * Fix screener test * Fix screener test * Fix float representation in pd dataframe on finviz screener tests * Update test records * Update test records * Remove explicit float formatting in tests * Update tests * Remove prepending file argument * Update long arguments that have lost their short default to file * Update arguments in docs * Update portfolio test data * Fix econometrics/desc throwing error on empty df and fix tests * Update tests * Fix econometrics load autocompletion * Fix portfolio tests giving different results every time * Allow loading openbb scripts from arbitrary path * Fix passing path as a terminal argument * Fix guess game being case sensitive * Silence bandit warning about using pseudo-random generators * Update gov tests * Fix screener sort fields that have forward slash * Make controllers apply custom argument filters on entry Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>	2022-08-05 12:51:23 +03:00
James Maslek	9cee9cc76a	Small danglewood bugs (#2197) ... * add user agent to yahoo request * initialize pandas series with float * Add a billions to economy SCALE * add color to rtps * make values required for certain settings * spell required correctly, dont block -h in settngs * quick lint * added couple guess games lines lol	2022-07-29 12:18:47 +01:00
DidierRLopes	b6f52429d1	allow user to set flag (#2074)	2022-07-12 19:54:12 +01:00
DidierRLopes	9e220e8f3c	Creates a controller to specify sources (#2069) ... * Add all data sources to data_sources_default.json so we can have a list in one place * create menu to get and set data sources * improve settings controller * james request * improve helper message * minor improvement * fix tests	2022-07-12 18:56:52 +01:00
Sam Kerr	497324d75f	Preferred data source for a given command and help docs for any command (#1928) ... * Add a feature flag loaded from . env for preferred data source * Update the load command to use the preferred source * Add a test * Black syntax checker updates * Update test syntax * Update load command documentation * Add a variable to read a sources file from * Add a default sources.json file * Add a helper function to read the source file and get the most relevant value * Add some comments * Remove older preferred data source file setting * Add a default source file for data and use it if no user preference specifies a specific file * Remove duplicate source file and old settings values * Update the test file * Update documentation string * Update tests/openbb_terminal/test_settings_controller.py * Black syntax formatting issues * Fix a test case * Fix a typo * Fix Flake8 errors * Fix Flake8 errors * Pyupgrade syntax fixes * Additional linter corrections * More pylint issues * Improve predefined default sources * refactor parse_known_args_and_warn for documentation * Update openbb_terminal/helper_funcs.py * Add a feature flag loaded from . env for preferred data source * Update the load command to use the preferred source * Add a test * Black syntax checker updates * Update test syntax * Update load command documentation * Add a variable to read a sources file from * Add a default sources.json file * Add a helper function to read the source file and get the most relevant value * Add some comments * Remove older preferred data source file setting * Add a default source file for data and use it if no user preference specifies a specific file * Remove duplicate source file and old settings values * Update the test file * Update documentation string * Update tests/openbb_terminal/test_settings_controller.py * Black syntax formatting issues * Fix a test case * Fix a typo * Fix Flake8 errors * Fix Flake8 errors * Pyupgrade syntax fixes * Additional linter corrections * More pylint issues * Improve predefined default sources * refactor parse_known_args_and_warn for documentation * Update openbb_terminal/helper_funcs.py * Forex controller * Tests : Fixing `parse_known_args_and_warn` issue * Comparison Analysis controller * Tests : Comparison Analysis * Tests : Stocks/DarkPoolShorts + Stocks/Options * Tests : fix call_load tests * Linting : fixing line size Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com>	2022-06-14 20:23:55 +02:00
Theodore Aptekarev	83f35e80c2	Release/1.4.0 (#1909) ... * Fix stocks_bt integration test script * Stop keeping parts of third-party libraries that are bundled * Update pre-commit * Disable false positive pylint in some crypto models * Add i18n support to packaged apps * Add more sklearn hidden imports * Fix routines files path * Fix stocks/pred openbb test script * Fix website not building because of expo command removed * Bump project version and update deps Co-authored-by: Chavithra <chavithra@gmail.com>	2022-06-07 16:14:36 +03:00
didierlopes.eth	80b3c01988	Refactor main menu to have: Settings and Feature Flags menus (#1864)	2022-05-24 22:11:40 -04:00
didierlopes.eth	707fd8f506	Terminal supporting controller with multiple languages (#1730) ... * initial implementation of terminal supporting multiple languages * improve quote command * stocks controller with english translation pattern * add language to settings * update reqs to have python-i18n * find languages automatically * add to documentation how to support another language * markdown * fix no member issue * fix test * refactor code with translations * translate for options and options/scr * solve translation for all submenus within options controller * fix stocks controller tests * translate disc and th * dps and sia menus * scr and ins * add gov controller * fix tests for new controllers * stocks/ba and stocks/ca menus * add stocks/fa * res controller * stocks/dd * stocks/bt * qa and pred * crypto and crypto/disc * overview and onchain menus * defi * nft and tools * crpyto/dd * stocks and crypto TA * finish crypto menu * finish ETF controller * finish economy menu * forex * alternative and mutual funds * refactor source for translated version * econometrics and portfolio and brokers * portfolio * fix tests * finish language implementation * refactor code for cmds * improve keys * refactor name funcs and add docstrings * fix minor stuff * fix tests Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Chavithra <chavithra@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>	2022-05-24 21:56:16 +01:00
Theodore Aptekarev	a5b414bf1a	Default env for packaged apps (#1693) ... * Remove defaults json in favor of a .env in a cross platform specfile * Use ENV_FILE from obff across the app * Add venv packaging support to the specfile * Make silencing explicit * Fix bug in integration tests report printout Co-authored-by: piiq <piiq@tinag.ru>	2022-04-21 16:31:30 +03:00
andrewkenreich	ccb0b6ca69	Adding Necessary files to fix the windows installer splash screen (#1653) ... * Adding Necessary files to fix the windows installer splash screen * Bundle defaults json into project root location on mac * Bundle linearmodels and statsmodels with pyinstaller on mac * Tell dotenv to override defaults * Fix a typo and add a "todo" in comments * Explicitly silence bandit's false positives * Fix typo Co-authored-by: jmaslek <jmaslek11@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>	2022-04-12 21:46:57 +03:00
didierlopes.eth	39d6955a04	Fix logging for users that don't rename parent folder to OpenBBTerminal (#1613) ... * Fix terminal for issues when the repository keeps GamestonkTerminal name * the logs will work regardless of parent folder they are in * Logging : move log folder * Fixing bug + Refactoring + Allow calling Terminal from outside the repo * Black * Remove comment * SettingsController : fix * Black Co-authored-by: jmaslek <jmaslek11@gmail.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: Chavithra <chavithra@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>	2022-04-04 12:29:50 +03:00
jmaslek	b71abcfbf4	Updating some names (#1575) ... * quick econ fix * black * keys and feature flags * terminal name 👀 * some more replacements * some more replacements * edit pyproject * gst -> openbb * add example portfolios back to git * Update api from gst * sorry. skipping some tests * another round of names * another round of test edits * Missed some .gst refs and update timezone * water mark stuff * Fixing Names in terminal.spec and name of GTFF_DEFAULTS to OBBFF_DEFAULTS * fix more GST to OpenBB Terminal * Logging : merge conflicts with main * Revert wrong files Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com>	2022-03-29 09:46:26 -04:00