* use __alias_dict__ instead of Field(alias) for data fields
* yfinance
* mypy
* benzinga thing
* ruff
* sec compare company facts choices
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* add validators to enforce mandatory symbols in providers where required
* linter
* fmp 3.9 test cassette
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* fix duplicated unions in reference.json
* missing static files
* fix choices
* black
* mypy
* more mypy
* line too long
* fix typo
* fix another typo
* static files
* tradingeconomics country choices
* financial statement period choices
* black
* mypy
* test params
* price-historical interval choices
* test params
* test cassettes
* new test cassettes again
---------
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* round 1
* black
* more black
* providers a-thru-fmp
* charting settings
* charting backend
* black
* charting_settings
* missing nasdaq import
* nasdaq mypy
* fed money measure
* some linting
* black
* more linting
* more linting
* charting imports
* black
* pylint
* refactor fred
* more linting
* rest of the providers
* didn't want that file
* more cleanup
* missed
* ta_helpers
* router views
* chart ta_class
* forgot a file
* forgot another file
* biztoc
* package builder
* technical router
* fred params
* bump finviz
* fix tmx
* more cleanup
* try again
* currency historical
* equity search
* missed files in commit
* fix some tests
* black
* fix more test cassettes
* more patchy
* black
* linters
* more tests
* black
* mypy
* delete unused model
* more linting
* forgot files
* more linting
* make up your mind, black, and stop moving pylint for me
* more black
* back to where we were before black destroyed it
* ..........
* ..................
* unused fetcher test
* remove standard model validator
* commodity router
* treasury prices
* oecd tests
* finra
* container cleanup
* black
* forgotten file
* linter
* remove wrapped ""
* fix merge
* patches
* ecb test
* finra cassette
* finviz cassettes
* nasdaq cassettes
* oecd cassettes
* yfinance cassettes
* more test cassettes
* black
* merge cleanup
* cboe helpers
* black
* fix typo
---------
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* feat: add field annotation and replace multiple items by dict
* comments & details
* fix: fix api & update docs website
* ^
* remove empty info
* descriptions
* descriptions
* fix reference.json
* remove debug code
* remove debug code
* docstring
* docstring
* fix: standard fields propagate to providers
* comment
* better
* better
* better
* better
* better
* mypy fixes
* mypy fixes
* reference
* cli fix: if the argument is required (aka standard) it means we don't want to touch it, unless choices need to be added
* cli fix: touch the help message (with the available providers) only if it's not on the signature (aka standard field)
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>
* add main indicators to economy.indicators
* static assets
* ruff
* Adapt and add unit test
* record test cassette
* polygon test cassette
* currency pairs
* recapture test
* mypy
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* obbject params stored as a list of dict
platform markdown generator processes obbject returns into a string
* process field types further
* process field type correctly
* fixed models
* mypy suggestion was sus
* updated assets and packages
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* 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>
* 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>
* 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>
* 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>
* 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>
* 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
* 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>
* 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>
* 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>
* add symbols field to standard model data
* fix provider models
* re-record polygon fetcher test
* fix polygon query alias
* re-record polygon fetcher
* 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>
* 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  
* 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  
* 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>
