Commit Graph

67 Commits

Author SHA1 Message Date
Danglewood
04df52d06a 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>
2024-01-22 20:21:48 +00:00
Danglewood
e2f7e597fa 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>
2024-01-22 15:17:42 +00:00
Henrique Joaquim
a9b4d2070f Release OpenBB Platform v4.1.3 (#5983)
* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml
2024-01-22 15:02:32 +00:00
Danglewood
9697aeb284 feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)
* equity profile for yFinance

* pylint

* equity quote

* unused imports
2024-01-20 23:26:59 +00:00
montezdesousa
80f5cbfd6d 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>
2024-01-19 11:53:58 +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
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
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
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
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
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
Henrique Joaquim
9a09999bb6 Release/4.1.0 (#5901) 2024-01-03 18:17:37 -05:00
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
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
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
James Maslek
238ab39a50 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>
2023-12-15 15:15:15 +00:00
Igor Radovanovic
5faa50c0d4 Fix bug. Add router test. (#5888)
* Fix bug. Add router test.

* Simplify
2023-12-14 17:09:48 +00:00
Theodore Aptekarev
d9ec0fe80c Use custom parametrize from news menu tests (#5873)
* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes
2023-12-11 15:10:10 +00:00
teh_coderer
da7886d0a7 Make Pro Fetchers async by replacing ThreadPoolExecutor with asyncio.gather (#5822)
* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-12-08 14:41:37 +00:00
Danglewood
fdd9be6aca feature/nasdaq-equity-search: Adds Nasdaq provider for obb.equity.search() (#5790)
* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-07 01:41:17 +00:00
Danglewood
068a0788f9 feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)
* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files
2023-12-07 01:34:32 +00:00
Danglewood
18a5c392e8 Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)
* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-07 01:34:15 +00:00
Danglewood
1604c78ee5 feature/intrinio-equity-search: Adds Intrinio to obb.equity.search() (#5863)
* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-07 00:40:05 +00:00
Igor Radovanovic
3d2a9cdb9a Introduce integration test modularity (#5865)
* Introduce integration test modularity

* Fix Python 3.9 error

* Add TODO

* Update generators

* Handle endpoints that only feature one provider that is not installed

* Fix failing unit test
2023-12-06 19:39:39 +00:00
Theodore Aptekarev
0f78bdc514 Add sector news route and test placeholders (#5828) 2023-12-05 19:32:26 +00:00
James Maslek
c9ac060201 Update CPI docstring (#5856)
* docstring

* pep8

* caps

* rip

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-12-05 17:06:22 +00:00
iwantanode
8e97e3220d fix: minor typos in the docs (#5854)
* fix typo conclusion.html

* fix typo uninstall.sh

* fix typo README.md

* fix typo README.md

* fix typo README.md

* fix typo README.md

* fix typo README.md

* fix typo CONTRIBUTING.md

* fix typo README.md

* fix typo CONTRIBUTING.md

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-12-05 14:39:42 +00:00
Danglewood
2cfac126f1 hotfix/update-descriptions: updates some descriptions (#5857)
* updates some descriptions

* fred test
2023-12-05 14:29:32 +00:00
Igor Radovanovic
302ed2e788 Test router models (#5846) 2023-12-04 10:51:49 +00:00
Henrique Joaquim
10cfd1e961 Release/4.0.0 (#5837)
* pyproject toml and poetry.lock files

* static assets

* fix link to platform

* bump core

* 4.0.1 adjustments
2023-11-30 18:48:27 +01:00
Igor Radovanovic
aea1c3bcaf Hotfix/test fix (#5827)
* Add verbosity to login

* Fix tests

* fix dem tests baby

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-30 16:00:56 +00:00
Theodore Aptekarev
a784bbacb0 Move pytest dependencies from openbb level to to core dev deps level (#5829)
* Move pytest to core dev deps

* removing openbb-core from devtools

* Fix dev_install script not picking developer dependencies

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-11-30 15:02:41 +00:00
Igor Radovanovic
b65f51f7cc Account commands: add option to return user settings (#5825)
* Add verbosity to login

* Fix tests

* Add verbosity for other

* pratty=False

* docstring

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-11-30 11:27:26 +00:00
montezdesousa
5aaa855f30 Feature/release rc0 (#5821)
* publish core and extensions

* build static

* lock openbb

* force commit package changes

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-30 09:58:25 +00:00
James Maslek
6d13807047 debuggint int tests (#5823)
* debug

* debug2

* extra debug step

* Another hail mary

* add debug

* MMMMMbop

* didnt import base64

* Other tests with headers

* increase timeout to 20

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-29 20:49:34 +00:00
Henrique Joaquim
6e3038b9e7 Fix tests (#5819)
* fix equity tests - python

* remove test for intrinio

* remove index.fred and fix tests w/@hjoaquim,@IgorWounds

* fix ultima company news model w/@hjoaquim,@IgorWounds

* re-record intrinio insider trading w/@hjoaquim,@IgorWounds

* adjust endpoint

* adjust endpoint

* adjust params

* fix equity test w/@IgorWounds

* re-record

* remove ultima test

* adding keys to the workflow

* typo

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-29 18:35:45 +00:00
Danglewood
06daf98366 hotfix/fmp-insider-trading - Fix FMP Insider Trading (#5817)
* fix fmp insider trading

* re-capture tests

* fix intrinio test
2023-11-29 13:50:22 +00:00
Pratyush Shukla
f5317126e9 Add Historical Dividends to Intrinio inplace of Calendar Dividends (#5813)
* HistoricalDividends re-defined

* re-define fmp model

* add intrinio model

* re-record intrinio test

* fix integration tests

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-11-28 22:25:36 +00:00
Pratyush Shukla
c7e6906851 split -> splits in calendar router (#5814) 2023-11-28 21:13:04 +00:00
Theodore Aptekarev
06f0e7257e Add sector news standard model (#5795)
* Add Sector News standard model

* Fix test coverage test failing

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-11-28 18:40:41 +00:00
Danglewood
3959f95cce Feature/fred-releases: Adds some FRED functionality to the economy router. (#5793)
* fred economic releases search

* add FRED functions for series and searching.

* codespell

* ruff

* data description.

* replace two functions with one fred_search

* rename standard model to fred_series

* remove consolidated fred model

* return series metadata as warning

* recapture test

* fill nan with None
2023-11-28 18:30:43 +00:00
Danglewood
f42c4571ef Hotfix/yfinance-adjusted: Fix for #5798 (#5803)
* fix yfinance-adjusted

* update test

* don't need that transform query param piece

* re-record test, etf_historical make adj_close not mandatory

* yfinance caching..

* mock cookie and crumb?

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-28 13:44:38 +00:00
Pratyush Shukla
e0b491178a Equity multiples add symbol data field (#5800)
* add symbol data field

* cleanup

* remove limit param from standard model

* remove limit from equity integration test

* re-recrod fmp and intrinio fetcher tests
2023-11-27 20:49:17 +00:00
montezdesousa
9716b21d6c Feature/release b2 (#5799)
* publish core and extensions

* rebuild and force commit package changes

* Remove tiingo, finra and wsj from extras

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-11-27 15:43:06 +00:00
Pratyush Shukla
9219a63c00 New Intrinio Endpoints (#5789)
* redefined CalendarDividend standard model

* fix nasdaq calendar dividend model

* removed Filings standard model

* add DiscoveryFilings standard model

* fix fmp calendar dividend and discovery filing models

* add cik description in standard model utils

* redefine CompanyFilings standard model

* fix fmp company filings model

* fix sec company filings model

* remove regulators/sec/filings command

* redefine InsiderTrading standard model

* fix fmp insider trading model

* redefine InstitutionalOwnership standard model

* fix fmp institutional ownership model

* redefine KeyMetrics standard model

* fix fmp key metrics model

* fix fmp market snapshots model

* add attributes standard model and commands

* redefine EquityInfo standard model

* remove SearchFinancialAttributes standard model file

* add new intrinio endpoints

* linting

* pass standard model description test

* fix tests? w/@montezdesousa

* pass fmp fetcher tests

* re-record sec company filings test

* pass intrinio fetcher tests

* re-record intrinio insider trading test

* index integration test

* regulators integration test

* equity integration test

* fix same owner name in intrinio instituional ownership

* re-record intrinio insider training

* crypto price historical integration test reduce end_date
2023-11-27 12:35:19 +00:00
teh_coderer
bc2fa9b3e1 Feature/platform async (#5763)
* init

* updates

* Update helpers.py

* tests

* Update helpers.py

* Update command_runner.py

* Update helpers.py

* deps

* Update helpers.py

* only check `async` if model is specified, revert `qa`, `ta`, and `econometrics`

* merge issues

* Update command_runner.py

* remove typing and type: ignore

* fix helpers typing

* add aiohttp to core deps, remove from charting

* remove @overload

* ruff

* import helper from source

* helpers typing+pylint

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-11-23 13:01:56 +00:00
Danglewood
5cc5cce263 hotfix/fix-technical-output: Include Dates in Output (#5754)
* fixes output to include dates

* ichimoku

* add trading_periods param to cones

* add param to integration tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2023-11-22 21:09:55 +00:00