Commit Graph

25 Commits

Author SHA1 Message Date
James Maslek
d633b42a41 Etf bug fix (#3589)
* Etf fix

* docstring

* tests
2022-11-26 20:16:22 +00:00
montezdesousa
f7da5f9ce1 fix file not found (#3574) 2022-11-25 14:54:15 -05:00
James Maslek
60f8c0f312 Report fixes (#3509) 2022-11-22 10:03:26 +00:00
James Maslek
cfe41ef7a9 More sdk enhancements (#3480)
* Combine CA peers to smiliar command

* crypto/disc/top into one sdk function

* Exchanges into sdk function

* delete wrong platforms trail

* #3478 sdk crypto load

* Options hist 1 sdk function

* SDK functions

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-11-21 21:58:32 +00:00
Colin Delahunty
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
martinb-bb
e84d78e255 report fix (#3435) 2022-11-17 15:03:45 -05:00
James Maslek
3dd9fb9567 Fix reports after SDK changes (#3444)
* Fix sdk changes

* Forex report

* Crypto Report

* etf report

* economy report
2022-11-17 12:43:40 -05:00
Chavithra
daad177673 SDK : use _chart for views (#3429)
* SDK : use _chart for views

* Linting

* Update reports

* Remove chart=True in reports

* Linting

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-16 16:07:29 +01:00
Henrique Joaquim
c9be1155c2 Fix #3326 (#3425)
* removed get_coinpaprika_id from the view

* reorganized a bit

* removed unused functions

* removed unused functions

* removed unused imports

* cleaning

* cleaning

* fix tests

* fix template report

* fix template report

* fixing imports

* fixing imports

* fix report

* fix report

* fix report

* fix tests

* small fixes after merge

* linting

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2022-11-16 14:13:21 +00:00
Henrique Joaquim
438c2eb65f Fix economy plot (#3346)
* function to improve the data to plot

* added more user messages

* changed view to be able to return data - so the request is not repeated

* moved ax1.lengend up

* removes nan values from dataframe

* fixed tests on the economy controller

* fixes economy notebook

* removed unsuded Dict

* function does not return anything by default

* function does not return anything by default

* Revert "function does not return anything by default"

This reverts commit 8aca895a5e.

* function does not return anything by default

* removed wrong return type

* lint
2022-11-15 00:59:05 +00:00
James Maslek
cef1fca090 Change common trails to no trails (#3419)
* Change common trails to no trails

* Update templates

* fix ta/qa switches

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-14 16:45:47 -05:00
montezdesousa
8e9e6bd57f Incorporate portfolio class into SDK (#3401)
* create functions to interact with portfolio

* fix some docstrings

* view docstrings

* make portfolio loading available in sdk

* reorder some methods

* fix bug

* update controller

* update website

* remove import

* change input name

* regenerate website

* change portfolio arg name

* fix metrics bugs

* fix report

* refactor assets alloc

* refactor assets sectors alloc

* remove unecessary attributes

* refactor allocaasset sector

* reorganize class

* first refactor alloc

* refactor portfolio alloc

* black

* fix alloc bug

* regenerate sdk website

* fix alloc bugs

* forgot this exception

* some refactor on portfolio alloc country region

* fix some allocation bugs

* add examples

* regenerate website

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-14 11:27:34 -05:00
Colin Delahunty
fb1392ba45 Improve Forex Helper (#3351)
* Fix errors and improve forex_helper

* Small changes

* Fixed how we get interval

* Fixed issues
2022-11-10 08:59:27 +01:00
Chavithra
b93671ad0b SDK : faster and simpler architecture (#3289)
* SDK : split features

* Fix linting

* SDK : remove functions

* SDK : update openbb object building

* SDK : comments

* Typing

* Typing

* Typing

* SDK : update logs

* SDK : Breadcrumb

* SDK : Breadcrumb + Operation

* SDK : spell

* Linting

* Tests : SDK

* SDK : Operation

* SDK : Operation

* Linting

* enable wrong import position

* added logging info

* added log supression

* reverted the order

* SDK : update trail_map

* log suppresion as configuration

* changes reports to use the new sdk

* changes dashboards to use the new sdk

* changes dashboards to use the new sdk

* updated the documentation

* Tests + Linting

* Replace old sdk by new sdk

* Linting

* SDK : import + map_dict

* Linting

* Linting

* SDK : sdk + trail_map

* Linting

* SDK : forecasting

* SDK : update import path

* SDK

* SDK : md

* Linting

* removed unused functions

* trunc args to a max of 100 characters

* added logging when exceptions

* .md files

* SDK : add signature on operation + linting + remove trail on Breadcrumb

* Linting

* Move tests

* Linting

* Linting

* Linting

* Linting

* Linting

* Linting

* Linting

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2022-11-09 22:25:12 +01:00
James Maslek
f7d63fa499 Adding some test coverage (#3316)
* Fix the formatting test by changing futures input to symbol not ticker

* Regenerate sdk docs

* Add test for economy macro

* fred query test

* Futures

* FRED Test

* lint

* flake fix

* black fix

* futures again

* Test Index

* Add treasury tests

* pylint ignore too many lines

* FOrgot end date
2022-11-09 15:52:20 -05:00
montezdesousa
f9086d6f38 Portfolio menu bug fixes (#3204)
* normalized way moving average is treated and prevent huge exception prompt

* changed descriptions on docs

* change to check_positive_float

* add integration tests

* fix linting

* add more integration tests

* add more integration tests

* fix linting

* add some po integration tests

* fix flag without prompt

* change orderbook to transactions

* limit warning to portfolio

* change print help

* format portfolio var

* reformat controller

* reformat es

* remove autocompletion

* change print help

* add percentage symbol to summary

* fix holp holv

* fix scripts

* update website doc

* add tqdm progress bars

* fix table spacing

* identify mret tables

* remove positive float from rfr

* flake8

* pylint

* fix reports

* revert to old menu help

* revert to old menu help

* Update test_portfolio.openbb

* quick change on empty lines

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-09 10:46:42 +00:00
James Maslek
9f24c2b7f1 Bugs (#3293)
* #3239

* black linter

* Test
2022-11-04 10:21:40 -04:00
Colin Delahunty
0ba31b4262 Added fixes to economy report (#3305)
* Added fixes to economy report

* Delete economy_report.html

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-04 10:17:56 -04:00
obydog002
5254bfd1b8 Fix #3235 Equity reports (#3303)
* #3235 Put target_to into a column target and add existing targets if they exist

* Check if target_to exists #3235

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-04 12:29:59 +01:00
martinb-bb
2cd663c1b6 standardize and update api defaults + report (#3271)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-02 13:21:23 -04:00
Colin Delahunty
dcf3bfe1f7 Refactor common/ta (#3226)
* Handle no adj close

* Added fixes for bad data handling

* Finished switching model layout

* Fixed all the bugs

* Big fixes

* Handle a lot more bugs

* A couple more enhancements

* Fixed issue

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-02 11:30:28 -04:00
Colin Delahunty
231227c1d8 Changed where sdk events points to (#3265)
* Changed where sdk events points to

* replaces blank string with empty list

* Removed helper print

* Added report
2022-11-02 09:01:13 -04:00
James Maslek
a2ab314da7 sia cleanup (#3134)
* sia cleanup

* Website

* Change load-> select to address #2609

* Change the list of tickers in vis

* change back to show if nothing
2022-10-29 00:22:35 +01:00
zafar hussain
61996cc31b cramer_chart removd from equity.ipynb fixes #3122 (#3132)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-28 14:40:22 +01:00
montezdesousa
a9787dd2d1 Refactor reports menu and make it work on installer (#2878)
* start papermill rollback

* move reports to templates folder

* comment some stuff

* refactor reports controller

* change var names

* clean ctrl class vars

* small refactoring on metadata search

* relocate some func

* breaking changes

* revert some changes

* destroying changes

* change menu appearance

* change menu appeaerance again

* update choices

* change some assets locations

* remove unused vars

* change some docstrings

* rename vars

* its working

* forgot one dash

* omg its working

* clean some code and doc

* change func name

* fix a bug and add some comments

* fix economy report startup

* add custom reports

* allow custom reports

* forgot to delete this

* unused import

* make somestuff more explicit, 5 min rule

* add helper func

* supress errors--no-verify

* add some type checks

* fix check ipynb func

* check inputs in run

* rewrite some integration tests

* remove unused import

* add some docs to website

* add auto completion

* warn if no forecast

* add to do

* add arg name if 1 arg

* add papermill pointing to github main

* add notebooks

* fix terminal spec

* relocated choices files

* merge main

* relocate website docs for reports

* limit user choices

* fix portfolio auto completion

* limit choices fix

* clean som edocstrings

* limit user choices in run command

* improve run parser

* fix msg

* add reports controller tests

* relax crypto choices limit

* contain commands

* pass pre commit

* flake8

* flake8

* ignore mypy

* pylint

* website

* move docs to jupyter tab

* add installer dep

* remove etf

* remove reports

* update reports to main

* handle events erros

* rever reports to previous commits before main merge

* add papermill installer strategies

* add flags to terminal

* avoid sdk crash

* execute notebook in thread

* remove unused sys

* execute report in a child process

* fix some notebook stuff

* fix portfolio report

* fix reports controller volatility

* change api to sdk

* move images

* remove som unucessary installer imports

* remove debugger warning

* move ipykernel launcher

* supress notebook crash

* remove portfolio decorator

* fix run command

* forgot to change this

* add images

* fix portfolio report

* fix crypto report

* linting and tests

* add run integration test

* pylint

* hide reports module args

* try at supressing args

* try at supreccing warning

* solve some os issues

* handle pm errors

* fix warning unrecognized arguments

* change comment

* avoid crash when parameters not found

* fix etf commands

* minor cleanup

* update forecasting check

* fix some linting

* fix futures test

* pylint

* limit user choices to prompt

* limit user choices to prompt

* supress warnings

* revert poetry lock back to main

* papermill pointing to main

* flake8

* forgot requirements

* Update helper_funcs.py

* Update reports_model.py

* choices

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
2022-10-26 21:27:30 +01:00