Commit Graph

1246 Commits

Author SHA1 Message Date
james
482f6f8419 Fix trailmap again 2023-02-14 15:22:39 -05:00
james
4c591bff6b trail map 2023-02-14 14:55:15 -05:00
james
04e9a7c06d Catch the eof error 2023-02-14 13:01:08 -05:00
james
437a08fbd4 Revert 2023-02-14 12:59:39 -05:00
james
41d242a1be Change the if statement for the initial user 2023-02-14 12:54:32 -05:00
james
33404e2e6e Release 2.4.0 2023-02-14 10:34:05 -05:00
Tan Yong Sheng
5705675218 Report rendering can't handle save path for users that have a period (.) in username (#4235)
* fix reports not recognize dot path

* Formattiing

---------

Co-authored-by: Yong Sheng Tan <yongsheng.tan@shareinvestor.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-14 10:17:14 -05:00
Danglewood
d6ab0007e3 Fixes bad yFinance candles with auto_adjust=True (#4231)
* Fixes bad yFinance candles with auto_adjust

* black

* fixes from tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-14 09:49:02 -05:00
teh_coderer
cd5cb61344 Hotfix/Splashscreen Staying up on Windows installer (#4232)
* fixes splashscreen not disappearing in windows installer

* replace it all together

* Update settings_logger.py
2023-02-14 09:19:34 -05:00
montezdesousa
fca7ec36ac block logout (#4233) 2023-02-14 10:27:44 +00:00
montezdesousa
825b8955df Set guest by default and put authentication behind environment variable (#4197)
* small bug

* small bug on routines list

* guest as default

* limit logout to users2

* simpler this way

* add logout

* move logout to account & add env var

* put authentication under env var

* fix tests

* remove login

* remove openbb vars on login

* ruff

* revert .toml

* Delete Icon

* Update .env

* fix sdk guest not loading keys

* ruff

* remove press enter & --login

* ruff

* move env load

* load env

* move dot env loading to terminal.py

* fix user sdk login mixing .env with user

* now it works

* fix reset

* fix tests

* ruff

* Login on the SDK using the OpenBB Personal Access Token (#4206)

* openbb key on keys menu

* adding sdk endpoints

* adding login via token to the sdk

* base url

* rename to personal access token

* added docstrings and examples

* openbb is special

* removing extra break line

* making keys working with the personal access token

* resolve conflicting tests

* Revert "resolve conflicting tests"

This reverts commit 2fca2c0ec3.

* using custom requests

* tests

* tests

* tests

* using process_session_response instead

* rewriting some tests

* Fix sdk guest not loading keys (#4207)

* fix sdk guest not loading keys

* ruff

* remove comment

* tests

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* test record mode vcr none

* remove yes from tests yml

* specify modules to reload

* try disable check api

* UPdate spec file

* Small stocks bug

* avoid reloading in test mode

* will this work?

* skip session tests

* try with env var as well

* mock sdk reload

* pylint

* bump poetry on python 3.8

* adapt to python 3.8

* adapt to python 3.8 remaining tests

* Tests : update cassettes

* Fix linting

* Makes login conditions simpler

* Tests : txt

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-02-14 09:56:03 +00:00
northern-64bit
c2f88d4499 Fix generate_portfolio SDK usage example (#4216)
* Fix generate_portfolio SDK usage example

* Update all example usages with the example portfolio
2023-02-13 15:21:24 -05:00
James Maslek
5aebae4d46 Feature/general improvements (#4213)
* Get rid of required ticker and add -t argument to all of fa

* ta to work without ticker

* Allow bt to be accessed without ticker

* Bt not ticker dependent (last commit was qa)

* Update stock controller

* UPdate tests

* Review changes + update tests
2023-02-13 10:22:29 -05:00
James Maslek
2a7ec56000 Sunset some dependencies (#4215)
* Sunset some dependencies

* Mypy

* Last iex refs

* remove ref to investpy

* tests

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-02-13 08:54:54 -05:00
James Maslek
d47234bceb Merge branch 'develop' into hotfix/fix-4203 2023-02-10 16:31:48 -05:00
Henrique Joaquim
47a1def39b Merge branch 'develop' into hotfix/fix-4203 2023-02-10 18:52:36 +00:00
hjoaquim
813fb818cd fix wrongly converted values 2023-02-10 18:44:11 +00:00
Joseph Walker
a11810ac74 Remove export to file now that we are returning a dataframe. Always return a dataframe even if empty. Update tests to reflect removed function arguments. Update documentation as well. 2023-02-10 13:26:08 -05:00
James Maslek
e31c206b6a Merge branch 'develop' into feature/search-return-df 2023-02-10 13:22:40 -05:00
teh_coderer
dadfe9eaa9 removed portfolio.po deleted functions, fixed stocks.disc.filings incorrect function (#4210) 2023-02-10 13:22:00 -05:00
James Maslek
5c2cbf239f Merge branch 'develop' into feature/search-return-df 2023-02-10 12:26:45 -05:00
James Maslek
06d737f4be Adding intrinio and cleaning up options a bit more (#4127)
* Add intrinio load functions into stocks and options.  First try at options sdk with intrinio

* Add a new eodchain function + add intrinio model test

* Unit tests for intrinio options

* dont add eodchain yet -- wait for other PR

* Make null handling better + add intrinio sdk to reqs

* mock dates

* update test

* fix ruff

* black and gitignore

* Clean up and make options load class

* Clean up clean up

* Fix intrinio stock load

* Get requirements even

* sort intrinio chain and fix

* Dont rename the candle input argument

* Fix bug #4060

* Historical option prices

* Add grhist from intrinio and isort

* Fix things for presentation

* Fix tradier chain printing

* YahooFInance chain cleanup

* standardize nasdaq

* Format intrinio

* Cleanup SDK

* Fix tests

* mypy

* Clean up trail map and edit docs

* Fix mapping of info on sdk

* Add intrinio to deps

* Add a rich progress bar to expirations :)

* controller test

* Silly error + tests

* Required arg

* bad assert statememts

* Mutable default

* Keys and switch another tqdm

* BizIns Tests

* tests

* Last Test
2023-02-10 16:54:05 +00:00
Joseph Walker
f247b6da34 Remove export_to_file flag for redundancy 2023-02-10 11:51:38 -05:00
Henrique Joaquim
424d073f90 Feature/some cleaning (#4170) 2023-02-09 17:33:29 -05:00
Jeroen Bouma
6421be3d8e Cleanse functionality from relying on yfinance (#4176)
* Cleanse PO from Yahoo Finance

* I removed equal but then moved it back in

* Update tests

* Get rid of sust command

* Get rid of quote since broken

* Added in export capability for quote

* Remove pir and summary, fix news and change source for weights

* Update stuff

* Add sources

* Update portfolio to not be dependend on Yahoo Finance

* Update all tests

* Update SDK

* Details

* Fix integration scripts

* I think I had to rewrite these

* Update more tests

* oopsie

* Fix 1

* Fix Sort

* and fix test

---------

Co-authored-by: james <jmaslek11@gmail.com>
2023-02-09 16:57:26 -05:00
Theodore Aptekarev
4b7cfd1699 Feature/dependency grooming (#4166)
* Updating poetry to v1.3.2 and dependencies

* Fixing conda pip syntax

* Updating poetry.lock

* Updating requirements

* Updating Windows10 build

* Windows10 build updates

* Windows10 build update

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Windows10 build updates

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating Intel MacOS Build

* Updating M1 MacOS Build

* Lets get M1 working

* Lets get M1 working

* Permission Issue on tests / New setup.nsis

* Merging the latest changes and picking integration tests to run

* Adding Mac requirements

* Fixing spelling

* Limiting integration tests on builds

* commenting out MessageBox prints on win installer

* update pinned lightgbm version

* fix tests

* ignore lightning logs for tests

* Unify dependencies across platforms

* Add pyinstaller to requirements full

* Remove pyupgrade from top level dependencies

* Use conda poetry on env file

* Pin lightgbm to be installed form conda-forge

* Pin latest supported version of lightgbm for intel macs

* Use same requirements across all platforms

* Pin tenacity to avoid pip resolution conflict due to finviz 1.4.5 package bug

* Remove torch dylibs from signing because 1.13 doesn't have those

* Identify pinned lightgbm as a part of the prediction extra

* rewrite ov cassettes (#4171)

* Update some tests

* Fix typo in Windows build test launch command

* Add torch dylibs back to from signing

This reverts commit 4a1aabb1fe.

* Fix torch dylibs path typo

* Package torch into the pyinstaller bundle

* Package torch dylibs as binaries

* Pin torch back to 11

This reverts commit 4a1aabb1fe.

* Refactor code signing paths

* Revert "Refactor code signing paths"

This reverts commit 1c948b3f50.

* Fix typos in yaml files

* Update test

* Update tests expected ouput

* Tests : fix cassettes

* Fix merge conflict

* Try to fix test_yahoo_finance_view.py fail in CI

* Tests : update cassette + txt

* Tests : cassette

* Build : update lightgbm version

* Tests : update cassette + txt

---------

Co-authored-by: Artem Veremey <artem@veremey.net>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Artem Veremey <aia@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2023-02-09 22:35:26 +01:00
Henrique Joaquim
f143f83528 Restores numeric values (#4183)
* fix tests

* Revert "fix tests"

This reverts commit f013668ed7.

* Revert "Revert "fix tests""

This reverts commit b49e633da8.

* Revert "fix tests"

This reverts commit f013668ed7.

* revert_lambda_long_number_format

* enhanced the function to remove the formatting plus some cleaning

* tests

* minor adjustment in commnet

* fix introduced bug by parsing dates

* resolve conflicting tests

---------

Co-authored-by: james <jmaslek11@gmail.com>
2023-02-09 16:11:36 -05:00
montezdesousa
cf84504f29 Fix some account bugs (#4190)
* fix upload file bug

* fix routines info bug

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-09 15:53:42 -05:00
Joseph Walker
373f387cb4 Return a dataframe from stocks search, allow override to not export to file system (#3923) 2023-02-09 14:48:07 -05:00
James Maslek
9895cb2e48 Merge branch 'develop' into feature/forecast-metrics 2023-02-09 14:46:06 -05:00
martinb-bb
e363ad0e4c Merge branch 'develop' into feature/forecast-metrics 2023-02-09 14:27:47 -05:00
James Maslek
c292f416e1 Merge branch 'develop' into hotfix/banner-spaced 2023-02-09 14:27:29 -05:00
martinb-bb
09f7a04190 linting #3 2023-02-09 14:25:40 -05:00
teh_coderer
2be68c1092 Update banner.txt 2023-02-09 12:19:40 -05:00
Diogo Sousa
df10cb2cbe change register link 2023-02-09 17:02:41 +00:00
Diogo Sousa
c39358eefd new msg 2023-02-09 16:53:19 +00:00
Diogo Sousa
c06c5c8b91 update msg 2023-02-09 16:51:21 +00:00
James Maslek
e99a98e96c Merge branch 'develop' into feature/forecast-metrics 2023-02-09 11:20:02 -05:00
Diogo Sousa
40b95c40a9 ruff 2023-02-09 14:19:36 +00:00
Diogo Sousa
e568f7a60f change register link to dev 2023-02-09 14:08:41 +00:00
montezdesousa
5953be0a42 Terminal authentication + keys/settings/routines (#4015)
* import order

* pylint

* no login, go to prompt

* add logout and whoami

* clear before prompt

* black

* these are unecessary

* error

* improve login prompt message

* login does not follow the controller pattern, so will name it differently

* nop

* move logout and change to results

* change return obj

* ruff

* pyupgrade

* remove user from statics

* message

* fetch configs at start

* remove unecessary func

* unecessary dataclass

* change user vars

* change login flow

* remote logout should not be used

* simplify

* fix double exit logout bug

* wrong exception

* apply keys

* change controller

* mypy

* save if no internet

* pylint

* logout everywhere

* breaking changes: move to local/hub models

* unused import

* fix logout bug

* whoami in guest mode

* add todo

* small bug guest allowed

* limit flair length

* fix bug on user pull

* logout working

* handle no connection

* logout user when logout

* remove keys push

* split logger funcs

* commant apply configs for now

* account to session

* rename user

* clear sounds better

* breaking changes: splitting guest from logged users

* pull imports up

* delete session model

* move logout func

* add ability to save and apply keys from remote

* no sensitive keys

* add support for feature flags

* unecessary print

* allow settings from differnt modules

* change setff to static

* change way to set ff

* fix bug in applying configs

* simplify obbff application

* bug on setting configs

* allow text ff

* obbff in settings

* add upload to cfg_plot 1

* data sources + backend

* this solves circular import?

* move create_session to model

* rever logs changes, not needed for now

* sync optionally

* outline account controller interface

* don't sync when guest

* block guest on installer

* or not and

* start routines

* fix bug on ff, settings

* is installer

* implementing chavi suggestions

* fix colors on installer prompt

* Logging login (#4046)

* basic logging for the login

* removing unused import

* hacking the logs custom filter to not filter the email

* black

* cooping with the new changes

* removing redundant method

* ruff

* ruff

* mypy

* SDK login (#4051)

* sdk login

* adding to the trail map

* minor fix

* improve sdk expirience

* adapting to new changes

* add docstrings

* block guest from account

* change guest msg

* change guest messages

* add sync on/off

* display onoff

* missing paragraph

* fix glitch on logout

* add sys clear

* filtering password

* filtering the email from user

* avoid writing to multiple log files if a user logs out

* fix bug, guest allowed in installer without connection

* log user on the sdk

* split login from lauch

* add clear and change messages on account

* docstrings

* start pull cmd

* change account menu description

* Fix login bug and decouple some logic (#4056)

* fix bug, guest allowed in installer without connection

* split login from lauch

* improvements on the sdk login

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* sync fix

* change account controller description

* ruff

* add help on account cmds

* update clear prompt

* fix email not in jwt

* remove jwt from requiremnts

* pull command output

* remove character

* pull cmd when no data

* add space below whoami

* fix log filenotfound exception

* changed arg name

* delete .hist on logout

* add asteriscs to password

* pylint

* uncomment rich config

* show only diffs on pull

* black#

* warn when no changes#

* pull msg was switched

* apply diff only

* breaking?: strbool change

* reduce some code

* add timeout to hub requests

* black

* add remote logout

* success msg only if success

* remove colors in prompt

* update docstrings

* keep timeout outside funcs

* update clear

* clear and patch

* delete session

* routine upload

* move .his file to .openbb folder

* change apply configs

* refactor logout

* remove mixed portfolio changes

* fix bug in lock file

* fix bug pwidth, pheight are floats

* fix sources command & add choices

* refactor timezone setting

* userdata

* fix flair

* need to cast paths

* cast on diff

* fix flair default

* save session test

* get session

* data

* test remove

* test remove with assert

* add bad test cases

* add exception cases to unittests

* test remove cli hist file

* black

* test apply configs

* test apply with sync flag

* test create session, session model

* login tests, session model

* some tests for the hub_model

* test logout user

* black

* test clear vars, reload

* test create session

* update user-json to user

* update user class

* add user tests

* tests sdk session

* tests for hub_model

* start account controller tsts

* unused import

* tests account controller: clear, pull

* tests for session_controller

* logout success bugfix

* add integration test for account

* black

* move routine related commands to other PR

* test for the user input

* completed tests for session controller

* convert to hist to str)

* fix import errors

* ruff

* ruff tests

* fix qa

* add help to settings cmds

* ruff

* fix pull keys bug

* point to dev

* account model tests

* black

* ruff

* fix for empty feature settings

* ruff

* don't display config msg if wrong token

* general msgs

* remove print

* ruff

* fix sources not updated real time

* missing return doc

* add guest if no email

* Routine remote storage (#4143)

* add upload routine command

* remove prints

* point to local again

* add commands

* add delete

* add download command and upload 409

* list comprehension

* add download & save plus upload fixe

* add user uuid folder

* add list command

* ruff

* en.yml detail

* provide choices to delete & download

* add choices to upload

* change menu text

* starting adding unit tests

* bad english

* Update test_print_help.txt

* genearl msgs

* remove print

* add docstrings

* add unit tests to account controller

* change parser

* fix routine upload test

* add to be implemented tests hub

* add to be implemented tests local

* add total pages to title

* split list into model and view

* add docstring

* print msg if character

* add local model tests

* hub tests routines

* fix test

* point to dev and glob

* fix small bug on upload

* missing return

* log decorators missing

* black

* ruff

* change prompt display

* rewrite test

* rewrite expected

* rewrite call

* try passing git action

* change .yml everywhere

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-09 13:35:44 +00:00
Diogo Sousa
11ee026f80 change prompt display 2023-02-09 10:49:21 +00:00
Diogo Sousa
c855374e6f Merge branch 'develop' into feature/login 2023-02-09 09:57:06 +00:00
montezdesousa
ead2e2e76a Routine remote storage (#4143)
* add upload routine command

* remove prints

* point to local again

* add commands

* add delete

* add download command and upload 409

* list comprehension

* add download & save plus upload fixe

* add user uuid folder

* add list command

* ruff

* en.yml detail

* provide choices to delete & download

* add choices to upload

* change menu text

* starting adding unit tests

* bad english

* Update test_print_help.txt

* genearl msgs

* remove print

* add docstrings

* add unit tests to account controller

* change parser

* fix routine upload test

* add to be implemented tests hub

* add to be implemented tests local

* add total pages to title

* split list into model and view

* add docstring

* print msg if character

* add local model tests

* hub tests routines

* fix test

* point to dev and glob

* fix small bug on upload

* missing return

* log decorators missing

* black

* ruff
2023-02-09 09:55:05 +00:00
Diogo Sousa
759a2c7557 add guest if no email 2023-02-09 09:14:24 +00:00
martinb-bb
9d2509a000 smape 2023-02-08 16:10:31 -05:00
martinb-bb
8482f8b39e Merge branch 'develop' into feature/forecast-metrics 2023-02-08 15:19:16 -05:00
martinb-bb
c04b1e8d55 linting #2 2023-02-08 15:12:16 -05:00
martinb-bb
2e67ceb63f linting 2023-02-08 15:00:28 -05:00
martinb-bb
168bb0a5d7 trans metric 2023-02-08 14:48:38 -05:00