Commit Graph

5976 Commits

Author SHA1 Message Date
montezdesousa
e9ddbd36cf 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>
2024-01-18 12:10:40 +00:00
montezdesousa
c6c003e47e bug fix (#5969) 2024-01-18 11:54:00 +00:00
Pratyush Shukla
2f4abee46c [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
2024-01-18 05:34:11 +00:00
Henrique Joaquim
31d03eb5f1 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>
2024-01-17 18:39:40 +00:00
Danglewood
37c7b14605 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>
2024-01-17 15:16:40 +00:00
jose-donato
54b6a2e22a fix: adds logic to check whther user is logged in on hub (#5941)
Co-authored-by: Luqman <luqazino@gmail.com>
2024-01-17 15:16:34 +00:00
Pratyush Shukla
7fd223d591 move government-us to community in dev_install (#5963) 2024-01-17 14:12:50 +00:00
montezdesousa
a2e3f04711 Log custom headers (#5966)
* add custom headers

* fix: send on startup and defaults

* pylint

* unittests
2024-01-17 12:22:29 +00:00
minhhoang1023
6fb7860a3e Update to OpenBB Add-in for Excel (#5965) 2024-01-17 11:10:31 +00:00
Danglewood
711c6203ab 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
2024-01-16 17:52:37 +00:00
DidierRLopes
f58380bed9 Excel tutorials on the docs (#5956)
* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in
2024-01-16 17:09:35 +00:00
montezdesousa
16cffc5f81 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
2024-01-15 15:24:20 +00:00
Danglewood
c8d5556858 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>
2024-01-15 10:21:24 +00:00
montezdesousa
83aa71a28b 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>
2024-01-14 02:29:43 +00:00
montezdesousa
79c81497ed equity.fundamental.dividends: allow filter by date (#5932)
* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-12 12:41:19 +00:00
Danglewood
c0f0445762 docs/data-models-url: Fix URLs on Development Page (#5944)
* fix url to the standard models

* github links
2024-01-12 11:39:37 +00:00
Igor Radovanovic
cdce90447a Hotfix/fix typo (#5948)
* Disable auto_build on test run

* Fix typo

* Revert
2024-01-11 13:19:24 +00:00
Igor Radovanovic
8c3637324e Hotfix/remove unused workflow (#5945)
* Disable auto_build on test run

* Remove unused workflow

* Revert
2024-01-11 11:31:11 +00:00
Pratyush Shukla
e36ba9dc42 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>
2024-01-11 10:20:04 +00:00
Luqman
f2b9054f66 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>
2024-01-10 17:16:25 +00:00
montezdesousa
b1157cda7d Update excel docs (#5940)
* update basics

* update reference generator
2024-01-10 16:59:47 +00:00
Igor Radovanovic
d7c6918730 Disable auto_build on test run (#5937)
* Disable auto_build on test run

* Move to conftest
2024-01-10 15:40:01 +00:00
Henrique Joaquim
c3abc418a8 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>
2024-01-10 15:23:14 +00:00
montezdesousa
ee5388a81d Add date filter + symbols to comp (#5931)
* add date filter + symbols to comp

* make sure year is in d

* tests fix
2024-01-10 14:18:07 +00:00
Igor Radovanovic
a5396ac961 Fix vwap FMP error (#5936)
* Fix vwap FMP error

* Linting

* Painlint
2024-01-10 11:55:47 +00:00
Henrique Joaquim
cf9536d869 Add filtering to AV historical price (#5928)
* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-09 15:05:58 +00:00
montezdesousa
16bd470a78 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>
2024-01-09 14:38:33 +00:00
Danglewood
0b8d6e6620 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
2024-01-09 10:57:33 +00:00
Danglewood
873e9a50e3 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>
2024-01-09 10:55:29 +00:00
Igor Radovanovic
af8dbe452b Add json_schema_extra to openapi.json (#5930)
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-01-08 22:08:24 +00:00
Henrique Joaquim
bae33881d2 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
2024-01-08 19:36:43 +00:00
montezdesousa
f79f50abbc Docs/bug fix (#5926)
* fix pro link

* fix wrong example
2024-01-08 15:57:30 +00:00
Igor Radovanovic
26f67c48e3 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>
2024-01-08 12:24:54 +00:00
montezdesousa
00febe1942 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>
2024-01-08 11:53:05 +00:00
Danglewood
1d77e03177 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
2024-01-08 10:13:22 +00:00
Danglewood
a7514bc588 hotfix/backend - Initialize OpenBBFigure (#5912)
* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2024-01-06 02:03:04 +00:00
Danglewood
70633e37a0 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>
2024-01-05 23:17:42 +00:00
Henrique Joaquim
b170e29478 Hotfix/terminal tests (#5919)
* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load
2024-01-04 14:29:53 +00:00
Henrique Joaquim
9a09999bb6 Release/4.1.0 (#5901) 2024-01-03 18:17:37 -05:00
DidierRLopes
2bc67f36a4 Update index.md (#5906) 2024-01-03 22:13:38 +00:00
Danglewood
fe63d40731 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
2024-01-03 22:10:31 +00:00
Igor Radovanovic
c43100d209 Fix test (#5916)
* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-03 17:40:18 +00:00
Danglewood
5c4ac285b0 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>
2024-01-03 16:21:10 +00:00
Danglewood
3eaf0d2ef1 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
2023-12-28 14:14:18 +00:00
Danglewood
06e38834d0 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>
2023-12-19 12:26:13 +00:00
teh_coderer
ad8e13b346 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>
2023-12-18 11:22:12 +00:00
Theodore Aptekarev
2974f45013 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>
2023-12-18 11:15:09 +00:00
montezdesousa
40b53b0db3 Docs/excel update (#5889)
* update xl docs

* update syntax line

* update again
2023-12-18 11:07:41 +00:00
Igor Radovanovic
7067a19095 Add econometrics API tests (#5899) 2023-12-18 10:56:50 +00:00
Igor Radovanovic
ecdb111fd5 Check if outdated (#5898) 2023-12-18 10:24:02 +00:00