Commit Graph

736 Commits

Author SHA1 Message Date
Igor Radovanovic
53c44416ef Add graph to website 2023-10-04 15:33:18 +02:00
Igor Radovanovic
83aa83f988 Improve SEO 2023-10-03 17:27:17 +02:00
Igor Radovanovic
91479724af Fix typos, add API keys to website docs 2023-10-03 11:24:13 +02:00
hjoaquim
971c48c6a8 pytest descriptions 2023-10-02 15:43:37 +01:00
Igor Radovanovic
31c673db8f Add some SEO and QA 2023-10-02 15:22:19 +02:00
Igor Radovanovic
3105407a0a Add hyperlinks 2023-10-01 17:00:48 +02:00
Igor Radovanovic
262121d7df Create Contributing section on the Website 2023-10-01 16:07:05 +02:00
Theodore Aptekarev
f72bc8ccec Add Versioned Documentation (#5470)
* Adding versioning to docs

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
2023-09-29 11:49:05 +02:00
Danglewood
1ecd426a91 hotfix/delete-options-screener-intro: Removes deprecated function from Intros documentation. (#5474)
* remove deprecated function from intros

* shrug

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-09-25 15:56:38 +00:00
James Maslek
006943d5c9 Merge pull request #5391 from OpenBB-finance/release/3.2.2
Release/3.2.2
2023-08-30 09:50:38 -04:00
MarkBenjamin
df9af48d6d Feature/sdk usage basics webpage tidy (#5388)
* tidy sdk usage webpage

* revert potentially unnecessary changes

---------

Co-authored-by: mark <MarkBenjamin1@gatech.edu>
2023-08-29 20:18:25 +00:00
James Maslek
f890eec7b3 Merge branch 'main' into release/3.2.2 2023-08-29 10:46:35 -04:00
James Maslek
f7d2d4073b changes 2023-08-28 17:05:26 -04:00
James Maslek
b031d7cff5 update changelogs 2023-08-28 16:21:37 -04:00
dio
db9d462188 Feature/companies house (#4721)
* Addition of UK Companies House data. Allows you to search for companies and inspect their details and download any filings including accounts

* reformatting of code

* reformatting

* reformat code

* reformat

* fix codespell issue

* updated for changes in way key are handled

* small reformatting

* added timeout for requests

* formatting

* ruff order fixes

* black reformatting

* merge issue - removed function call_openbb

* black format change

* Added new Companies House functionality to SDK

* formattng

* more Formatting (black)

* Ruff fix

* change return type for function

* forced type conversion

* return type fix

* correct error return type

* fix return type

* deleted companieshouse tests as they require API key

* Extra validation added for when data not exist from remote calls

* Added extra commands to en.yml

* spelling mistake correction

* fat finger trouble corrected

* Save documents with identifying names and allow documents to be viewed directly within OpenBB

* ruff updates

* black changes

* ruff change

* Addition of currently loaded company information in menu

* add entry in the API keys guide for Companies Hosue

* adds images to api keys guide

* adds section in SDK API Keys Guide for Companies House

* test file for companieshouse_model

* changed test data due to ruff line size limit

* resolve merge issues

* resolve merge issue

* doc strings examples

* added docstrings for companieshouse_model

* allow download_filking_document methid in view class to be called from SDK

* added docstring for download_filing_document SDK method

* correct Companies house key literal

* replace starnge . with ,

* add check_api_key decorator to each methopd in controller

* implement next and previous for looping through filings

* ruff changes

* correct tests

* companing filings now allows you specify category

* ruff line length issue resolved

* retrieves all filings  and  added charges command

* bug fix

* Added limit parameter to filings command, def :100

* fix ruff issue

* added get_charges to sdk and to test class

* resolved ruff line length issue

* add some view tests

* add some controller tests

* applying fix not merged to develop yet, column_keep_types=['Company Number']

* fix i18n description

* update test_print_help

* actually update test_print_help.txt

* Update en.yml - no colon

* rerorder imports - ruff failurre

* simple text change

* ruff fix

* help text change trying to fix pytest issue

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-28 14:28:33 +00:00
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
Danglewood
6ddb3b96dd Fix URL in SDK Stock Screener Intro
Fixes the URL pointing to the OpenBBUserData folder guide.
2023-08-21 15:56:26 -07:00
Colin Delahunty
3147577fc9 bye bye shroom (#5351)
* bye bye shroom

* missed one

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-21 21:26:03 +00:00
James Maslek
3fcb64d5f2 Fix the CPI CSV and remove twitter functionalities (#5350)
* remove twitter functions

* remove twitter functions and all references to it

* remove twitter functions

* remove twitter functions and all references to it

* Fix units on cpi

* crlf - lf

* missed one

* update ba menu integration test

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-08-18 18:07:48 +00:00
Colin Delahunty
258ed9a11c Thegraph totally changed, I removed the endpoints (#5349)
* Thegraph totally changed, I removed the endpoints

* Cleaned up more
2023-08-18 17:45:17 +00:00
James Maslek
a2d0c571cd update changelog 2023-08-15 13:49:39 -04:00
James Maslek
d3b3990699 Update changelogs 2023-08-07 10:17:10 -04:00
Danglewood
f1eee44cab Feature/options_views: Add a Variety of Views/Charts to Extend the OptionsChains Class (#5222)
* add options_chains_view

* vsurf charts

* skew for strike vs contract

* doc string

* add chart_volatility

* linting

* codespell

* mypy

* types

* tmx mypy

* update test file

* add synthetic long/short to strategies

* updates test_options_chains_model.py

* updates some docstrings

* update documentation

* actually commit the documentation page

* update documentation screenshots

* try catch for 403 error

* add tests for options_chains_view

* int64

* SPX error handling

* add cboe options dashboard for terminal

* codespell

* enable mouse scroll wheel zoom for charts

* declare key values for all widgets

* add some more streamlit charts and tables

* fix test_yfinance_view.py

* conflict resolution

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 20:58:47 +00:00
DidierRLopes
373c4f1ea7 Update all_api_keys.json (#5277)
* Update all_api_keys.json

* Update CONTRIBUTING.md

* Create json-yaml-validate

* Update release-drafter.yml

* Update json-yaml-validate

* fix test

* add json lint to general

* Update tsconfig.json

* Add a json_validate exclude to not check tests and certain known violations

* fix workflow

* not sure why this didnt exclude?

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 15:25:47 +00:00
Danglewood
3b5fc53cc7 Adds details/image for installing C++ Build Tools (#5268)
* Adds details/image for installing C++ Build Tools

* Update installation_updates.md with screenshots

* Update installation_updates.md

Screenshots for MS C++ Build Tools
2023-08-01 13:41:21 +00:00
Danglewood
3af4be30c9 fix headTitle (#5253) 2023-07-25 18:03:45 +00:00
James Maslek
9a08fba829 Update the release notes and revert build 2023-07-21 14:15:49 -04:00
James Maslek
3a322b831d Change 3.1 to 3.2 2023-07-21 12:57:21 -04:00
James Maslek
8b007785a1 Adds a matlab like hold on to plot on same axis (#5173)
* definitely not juan walking me through everything

* trying to pretty it

* start doing same axis with hold

* actually do the sameaxis correctly

* Better docstring

* Fix mypy

* mypy3

* pylint fixes

* Add message about candle

* might work, might now

* Update stocks_controller.py

* Update plotly_helper.py

* Update plotly_helper.py

* Make fmp view legends nice

* Update helper_funcs.py

* Add custom legends for when hold on

* bigger font

* add colors to new axes

* add custom title, remove location

* Start guide.

* Update plot-holds.md

Add figures

* More words

* Update plot-holds.md

* Finish guide

* tests

* Sneak in test updates for release

* guess not sneak test

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-07-19 23:29:24 +00:00
Danglewood
81c4b985d0 adds note indicating V3.1.0 is required for loops and keywords (#5219) 2023-07-14 17:56:31 +00:00
James Maslek
84f215d4bd Remove economy/rtps and stocks/ta/rsp (#5181)
* remove economy/rtps

* remove ta/rsp

* Forgot the sdk

* remove  from stocks/ta choices

* remove terminal ta intro reference

* remove sdk economy intro reference

* remove from integration tests

* delete gpt index txt files

* more .md files to remove

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2023-07-07 14:06:43 -04:00
Danglewood
8df31f8de4 feature/usd-liquidity-index: Adds USD Liquidity Index to Economy menu (#5174)
* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2023-07-06 15:50:10 +00:00
Danglewood
0af2025b71 fix example (#5196) 2023-07-05 13:22:56 +00:00
James Maslek
12406a90c6 Update mdx 2023-06-21 10:10:43 -04:00
James Maslek
8e8bc2c4dd Release 3.1 2023-06-21 09:34:10 -04:00
Danglewood
42bf98d6a4 hotfix/options-chains-guide: Adds SDK intro guide for Options Chains (#5155)
* add SDK intro guide for options chains

* add screenshots to page
2023-06-20 12:52:52 +00:00
Danglewood
ae452852d7 adds debug mode instructions for terminal and sdk (#5145) 2023-06-15 21:48:49 +00:00
Igor Radovanovic
08433a76c8 Fix income and cash flow statements (#5137) 2023-06-14 12:57:43 +00:00
minhhoang1023
c34d703786 Large Language Model - Text to command (#4695)
* POC for text-to-command

* POC

* gimme -> askobb (#4740)

* Add file to generate index data

* Add generate index file

* Remove data file

* Modified data generator

* Update .gitignore

* linting

* run all cmds with root access. new!

* output msg

* modify model name

* weird logging issue

* refactor for new llama index version

* black

* in case model doesnt know

* black linting

* linting

* more ruff

* imports

* nicer messages

* removing function from economy

* poetry

* prompt refinement

* Update spec to bring in new files

* fix llama import

* help command

* missed trailing ]

* -q parameter

* remove experimental

* switching gpt model functionality

* update prompt

* tik tok on the clock

* fixed print statements

* user run commands

* add return

* fix

* fix

* removing a few depr functions

* Add filter for slashes in askobb query

* force -q command

* removing returns

* Add edge case for custom filter

* add back -q if its not in other args

* minor checks

* new prompt - a little better

* more cases for not finding answer

* return clause

* new txt with summaries

* update index ver

* new index

* Add a log_askobb

* revision on prompt

* black

* poetry lock

* req files

* Codespell

* ruff

* Linting some stuff.  Change OpenAI from local to HUB

* Update api-keys.md

* openai key

* remove this. bye bye mypy

* mypy

* mypy...

* mypy2

* fix test

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: martinb-bb <martin.bufi@openbb.finance>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-09 16:00:47 +00:00
Danglewood
1b5c05460b adds reference to the YAML files for Python 3.8 and 3.10 (#5073) 2023-05-30 18:36:20 +00:00
DidierRLopes
72a46fbfbf OpenBB Script Routines major improvement (#5005)
* Allow to set variables and do loops

* Fix mypy errors

* improve code

* mypy

* pylint

* accepts Openbb date keywords like 1MONTHAGO,LASTFRIDAY,3YEARSFROMNOW,NEXTTUESDAY

* warn fix

* add documentation for script foreach and vars creation

* refactor controller as per James request

* black linting

* add another warning

* Editing some routine enhancements (#5063)

* move routine to new file

* Move to relativedelta and add some tests

* Fix mocking

* Get match_and_return_openbb_keyword_date to 100% cov

* start testing parse script

* remove rogue prints

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* big improvement in routines tests

* mypy lint

* ruff lint

* lint

* typo

* test relative time

* cover edge case of home at end of script

* fix edge case for going to home at start

* explain better slicing

* foreach tests added

* lint

* allow foreach loops to have different var names that is iterating

* foreach more powerful

* warning when var in foreach is not used

* fail script when varname that iterates foreach loop is never defined

* black

* lint again

* ruff

* improve another edge case

* fix test and fix a description

* fix nft test and routine test

* why mutual fund test failing

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-30 17:33:59 +00:00
Danglewood
e202aeb557 Hotfix/docs-sdk-basics: Updates SDK basics page. (#5024)
* updates SDK basics guide - images to follow

* adds images

* spelling

* add sentence for token regeneration

* consolidates changing sources page with the basics page

* consolidate chart-stylying guide with basics

* api-keys pages

* adds Stocks Insiders intro to SDK docs

* typo

* add cloud installation

* syntax error

* no cloud installation instructions

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-23 20:20:29 +00:00
James Maslek
dd24a8543a 3.0.0 is not current 2023-05-15 19:44:03 -04:00
James Maslek
1cf8ef246d Release 3.0.0 2023-05-15 16:03:12 -04:00
andrewkenreich
a7c3d29358 Update gamma command in docs (#5021)
# Description

Simply edit to explain new feature

- [ ] Summary of the change / bug fix.
- [ ] Link # issue, if applicable.
- [ ] Screenshot of the feature or the bug before/after fix, if applicable.
- [ ] Relevant motivation and context.
- [ ] List any dependencies that are required for this change.

# How has this been tested?

* Please describe the tests that you ran to verify your changes.
* Provide instructions so we can reproduce.
* Please also list any relevant details for your test configuration.
- [ ] Make sure affected commands still run in terminal
- [ ] Ensure the SDK still works
- [ ] Check any related reports

# Checklist:

- [ ] I have adhered to the GitFlow naming convention and my branch name is in the format of `feature/feature-name` or `hotfix/hotfix-name`.
- [ ] Update [our documentation](https://openbb-finance.github.io/OpenBBTerminal/) following [these guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/website).  Update any user guides that are affected by the changes.
- [ ] Update our tests following [these guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/tree/main/tests).
- [ ] Make sure you are following our [CONTRIBUTING guidelines](https://github.com/OpenBB-finance/OpenBBTerminal/blob/main/CONTRIBUTING.md).
- [ ] If a feature was added make sure to add it to the corresponding [integration test script](https://github.com/OpenBB-finance/OpenBBTerminal/tree/develop/openbb_terminal/miscellaneous/integration_tests_scripts).

# Others
- [ ] I have performed a self-review of my own code.
- [ ] I have commented my code, particularly in hard-to-understand areas.

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-15 17:18:34 +00:00
Henrique Joaquim
addd4f7727 Feature/improve posthog logs (#4951)
* improving handling of logging handlers

* removing alias

* lint

* removing debug print

* adding alias back

* adding the commithash to the system so it gets logged

* doing posthog on hub_user login

* ruff

* tacking this on - docs update

* identify and alias together

* fixing conditions

* the juan way

* ruff

* don't send logs to S3 if posthog is an active handler

* branch name on the posthog logs

* removing duplicate import

* fixing tests

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-12 09:02:14 +00:00
teh_coderer
979930b9e8 feature / Refactor Interactive Charts to React (#4941)
* init

* fix tables

* add shortcuts

* handle svgs

* test

* test2

* test3

* Update loggers.py

* Update sdk_helpers.py

* Update loggers.py

* Update loggers.py

* updates

* updates

* update

* handle add text high/low for candlestick traces when updating

* adding save overlay to tables

* maybe fix

* prints

* asdf

* working

* working

* removing prints

* update

* fix no figure title text

* add trace labels space

* download finished popup for MacOS

* bump pywry

* update

* update table

* Update plotly_helper.py

* only format numbers over 10_000 on tables

* Delete generate_index.py

* turn off logs in generations

* update tables

* bump pywry, fix tables, added ichimoku ta indicator

* Update backend.py

* mypy

* update tables

* updates

* juan more

* tables

* test

* bump pywry

* bump pywry

* Update loggers.py

* test

* fixing some formatting

* add update button to indicators dashboard

* fix oecd dates to be full dates

* prepare charts/tables for pywry update

* Update poetry.lock

* Update finviz_view.py

* tests

* tests

* tests

* tests

* testss?

* tests

* Create test_call_func[call_sec-nasdaq_view.sec_filings-other_args37-called_with37].yaml

* testtss please

* Update loggers.py

* testss

* `with open(newline="\n")`

* tests

* tests -__-

* why

* Revert "`with open(newline="\n")`"

This reverts commit 554e0f53f4.

* Revert "why"

This reverts commit 89f1d9b823.

* Revert "tests -__-"

This reverts commit a9c694ae96.

* Revert "tests"

This reverts commit 5463249498.

* whelp

* .

* rename `streamlit.py` -> `streamlit_run.py`,  bump pywry/finviz/streamlit

* Update backend.py

* update

* Revert "update file"

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-11 17:38:12 +00:00
Danglewood
0e0de86b49 feature/heikin-ashi-candles: Adds a flag for Heikin Ashi Candles on stocks/candle (#4979)
* Adds a flag for Heikin Ashi Candles on stocks/candle

* ruff

* pylint

* doc strings

* fix typo

* update integration test file

* updates the docs accordingly.

* remove second if statement

* requested change

* adds check for the expected columns

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-05-11 00:31:41 +00:00
DidierRLopes
678544914a move keyboard hotkey macros to website docs (#5002) 2023-05-10 23:39:51 +00:00
James Maslek
0765d0a166 Fix api key md 2023-05-10 14:56:06 -07:00