Commit Graph

7047 Commits

Author SHA1 Message Date
Danglewood
ffc6269da3 [Release] openbb-cboe-v2.0.0 (#7713)
Co-authored-by: deeleeramone <>
2026-09-28 09:20:36 -07:00
Danglewood
5d42fdac0b update uv.lock (#7711)
Co-authored-by: deeleeramone <>
2026-09-28 09:11:44 -07:00
Danglewood
08153b8194 update uv.lock (#7710)
Co-authored-by: deeleeramone <>
2026-09-28 09:03:49 -07:00
Danglewood
4505712876 update uv.lock (#7708)
Co-authored-by: deeleeramone <>
2026-09-28 02:03:45 -07:00
Danglewood
68f530480d update uv.lock (#7709)
Co-authored-by: deeleeramone <>
2026-09-28 02:01:20 -07:00
deeleeramone
cf806c297a Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-28 01:45:04 -07:00
Danglewood
32a2870c70 [V5] Fix a Number of V5 Bugs (#7707)
* fix a number of v5 bugs

* fix lint error

* more lint

* fixes for quantitative, technical, charting, famafrench for version bumps

---------

Co-authored-by: deeleeramone <>
2026-09-28 01:43:14 -07:00
deeleeramone
ead94401b6 Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-27 23:02:13 -07:00
Danglewood
e89c89a7c8 update uv.lock (#7706)
Co-authored-by: deeleeramone <>
2026-09-27 22:57:49 -07:00
deeleeramone
d1dbc4c9f6 Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-27 21:52:48 -07:00
Danglewood
82fe1f1605 update uv.lock (#7705)
Co-authored-by: deeleeramone <>
2026-09-27 21:52:06 -07:00
deeleeramone
793310c61b Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-27 21:47:17 -07:00
Danglewood
7ae86a2ba8 update uv.lock (#7704)
Co-authored-by: deeleeramone <>
2026-09-27 21:46:01 -07:00
deeleeramone
f60b988c4e Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-27 21:37:43 -07:00
Danglewood
1bfcef547c update uv.lock (#7702)
Co-authored-by: deeleeramone <>
2026-09-27 21:26:30 -07:00
Danglewood
35c94df80d update uv.lock (#7703)
Co-authored-by: deeleeramone <>
2026-09-27 21:25:00 -07:00
Danglewood
ec66768bf9 [Release] openbb-econometrics-v2.0.0 (#7701)
* update uv.lock

* update pyproject.toml

---------

Co-authored-by: deeleeramone <>
2026-09-27 21:07:26 -07:00
Danglewood
c8e67abce2 update uv.lock (#7700)
Co-authored-by: deeleeramone <>
2026-09-27 20:50:43 -07:00
Danglewood
f5621c0b52 update uv.lock (#7699)
Co-authored-by: deeleeramone <>
2026-09-27 20:41:36 -07:00
Danglewood
e4a6c684b3 update uv.lock (#7698)
Co-authored-by: deeleeramone <>
2026-09-27 20:34:40 -07:00
Danglewood
0afdc7fdf7 release openbb-commodity-v2.0.0 (#7697)
Co-authored-by: deeleeramone <>
2026-09-27 20:25:44 -07:00
Danglewood
4ccbb18ea2 update uv.lock (#7696)
Co-authored-by: deeleeramone <>
2026-09-27 19:55:19 -07:00
Danglewood
5bc2fa0861 [Release] openbb-mcp-server-v2.0.0 (#7695)
Co-authored-by: deeleeramone <>
2026-09-27 18:52:55 -07:00
deeleeramone
1c7daddbfc fix hanging mcp server test 2026-09-27 18:02:21 -07:00
Danglewood
dc27616185 [Release] openbb-cli-v.2.0.0 (#7694)
* fix missing test coverage in openbb_cli

* fix conftest

---------

Co-authored-by: deeleeramone <>
2026-09-27 14:09:41 -07:00
deeleeramone
d13c712553 test fixes for cli... 2026-09-27 13:25:00 -07:00
Danglewood
c3956de02b [Release] openbb-cli-v2.0.0 (#7693)
* fix missing test coverage in openbb_cli

* fix conftest

---------

Co-authored-by: deeleeramone <>
2026-09-27 12:22:24 -07:00
deeleeramone
faa343ebb2 Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-27 12:17:30 -07:00
deeleeramone
d5c098e364 add missing publish-openbb-cli.yml workflow 2026-09-27 12:17:14 -07:00
Danglewood
1b4a2cc8bc [Release] openbb-cli-v2.0.0 (#7692)
* fix missing test coverage in openbb_cli

* fix conftest

---------

Co-authored-by: deeleeramone <>
2026-09-27 12:02:41 -07:00
Danglewood
916a52ce41 remove scikit-learn from dependencies, update tests, and format markdown files (#7687)
Co-authored-by: deeleeramone <>
2026-09-26 18:27:14 -07:00
Danglewood
348491846e [Release] openbb-charting-v4.0.0 (#7686)
* up openbb-charting to 4.0.0 and fill missing test coverage in chart_style

* test coverage and format markdown files

---------

Co-authored-by: deeleeramone <>
2026-09-26 16:44:48 -07:00
deeleeramone
87de125a35 fix the tag generation after publish 2026-09-26 13:48:39 -07:00
Danglewood
2460e4ef04 remove poetry.lock, update pyproject.tml and uv.lock for openbb-platform-api-v2.0.0 (#7685)
Co-authored-by: deeleeramone <>
2026-09-26 12:55:00 -07:00
deeleeramone
000bb4ed89 add the missing publish-openbb-platform-api.yml workflow file 2026-09-26 12:51:05 -07:00
deeleeramone
77b5787328 Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-26 12:44:12 -07:00
Danglewood
4a60a9513e remove poetry.lock, update pyproject.tml and uv.lock for openbb-platform-api-v2.0.0 (#7684)
Co-authored-by: deeleeramone <>
2026-09-26 12:39:41 -07:00
deeleeramone
19a50f5fcb remove oecd cache asset that wasn't supposed to be commuitted 2026-09-26 12:02:23 -07:00
Danglewood
02dae5e885 remove uv.sources from pyproject.toml files and point to openbb-core-2.0.0 on PyPI 2026-09-26 10:56:42 -07:00
Danglewood
035982860c bump core version (#7682) 2026-09-26 00:36:07 -07:00
Danglewood
79622143c5 deincrement openbb-core version to allow release pattern 2026-09-26 00:21:14 -07:00
Danglewood
45feafe11a actually fix python 3.10 test failure in core 2026-09-25 22:42:08 -07:00
Danglewood
4d5017ad4d fix python 3.10 test failure in core 2026-09-25 22:34:57 -07:00
Danglewood
f0258c9336 fix publish workflows with missing tag job, some tests and bump fastapi 2026-09-25 22:25:53 -07:00
Danglewood
d377ba941e test publish pipeline with openbb-core-v2.0.0rc0 (#7681) 2026-09-25 19:51:50 -07:00
Danglewood
fae8766008 fix publish workflows 2026-09-25 16:06:41 -07:00
Danglewood
940c9b4804 Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-25 14:32:50 -07:00
Danglewood
32b6d4a280 fix warnings raised by federal_reserve on some xlsx workbook parsing 2026-09-25 14:32:30 -07:00
Lucas Zimmermann
6e138eee4c fix(cli): inherit path-item-level OpenAPI parameters (#7606)
* fix(cli): inherit path-item-level OpenAPI parameters

OpenAPI 3.x lets a Path Item Object declare `parameters` shared by every
operation under that path, with operation-level entries overriding them by
(name, in). The codegen read only `op.get("parameters")`, so inherited
parameters were dropped silently — the generated command kept the URL
template but had nothing registered to fill it.

Real-world impact: the Xero Accounting API declares its required
`xero-tenant-id` header once per path item across all 138 paths. Before this
change `build_command_spec` produced 78 commands and none carried the
header, so every generated command 403s. Nothing warned.

Adds `operation_parameters()`, which merges the two levels and dereferences
both, and routes the pre-computed spec path (`build_command_spec`) and the
interactive path (`build_command_index` -> `build_parser_from_operation`)
through it. Unresolvable refs, non-dict entries, and nameless parameters are
skipped as before. Specs without path-item parameters are unaffected.

* fix(cli): narrow path-item inheritance to path and query parameters

Per review: headers do not translate into a Python interface function, and
outbound headers are transport configuration
(SystemSettings.PythonSettings.http.headers, the CLI's -H) or a security-scheme
concern — not a per-command argument.

Path-item `in: header` and `in: cookie` entries are now dropped rather than
inherited. Operation-level parameters are untouched, so an operation that
declares its own header keeps today's behavior.

Scope is now only what cannot be supplied any other way: `in: path` and
`in: query` parameters declared on the Path Item Object.

* fix(cli): merge allOf compositions in response schemas

Response-schema $refs were already expanded by deref_schema, but a schema
whose top level is an allOf composition was left unflattened. The properties
live inside the members, so a consumer reading them off the composition finds
none. fetcher_gen._data_schema looks for `properties.results`, gets nothing,
and falls through to _unwrap_schema_envelopes, which handles oneOf and anyOf
but not allOf. The generated Data model ends up with no fields.

Codat's listBills response is `allOf: [{properties: {results}}, {properties:
{_links, pageNumber, pageSize, totalResults}}]`, which produced an empty model.

merge_allof collapses a composition of object subschemas into one object
schema: properties unioned with the first declaration winning on conflict,
required unioned, and sibling keywords on the allOf node outranking members.
A composition that is not a plain intersection of object subschemas (a member
carrying its own oneOf/anyOf, or a non-object type) is returned unchanged
rather than flattened into something the spec does not describe. Nested
compositions are merged too, so a $ref inside a merged member still resolves.

Applied to extract_response_schema and extract_response_schemas.

Measured across five specs that use the pattern, counting operations whose
response schema exposes readable properties: 244 of 588 before, 394 after
(Codat Accounting 36 to 88, Codat Banking 0 to 8, Codat Commerce 1 to 11,
Rebilly 62 to 104, Box 145 to 183).

* fix(cli): merge allOf compositions in request body schemas

Same gap as the response side. request_body_parameters needs `type: object`
or `properties` to flatten a body into parameters, and an allOf composition
carries neither, so a POST or PUT generated from one gets no body parameters
at all.

extract_request_body_schema now runs merge_allof after deref_schema, matching
extract_response_schema.

Across the same five specs, counting request bodies that produce parameters:
138 of 206 before, 177 after (Codat Accounting 1 to 26 of its 30 bodies,
Rebilly 50 to 63, Box 87 to 88).

* fix(cli): stop annotation keywords blocking an allOf merge

_mergeable_allof_members required every member's keys to come from a small
whitelist, so any unrecognized keyword disqualified the whole composition.
Codat's PagingInfo carries `definitions` next to its properties, which meant
the live Codat-Accounting.yaml never merged and its response models stayed
empty. The APIs.guru copy of the same API omits that key, which is why the
earlier measurements looked clean.

The check is now a blocklist. A member blocks the merge when it carries its
own combinator (oneOf/anyOf/allOf/not), an unresolved $ref left by a cycle,
a scalar or array constraint (enum/const/items), or a type other than object.
Annotation keywords that do not affect the intersection (title, description,
examples, definitions, additionalProperties, vendor x- keys) no longer block
it, and are dropped from the merged result along with the members.

On the live Codat spec, operations whose response schema exposes readable
properties go from 36 of 127 to 114. Across the five specs measured earlier:
244 of 588 before, 488 after (was 394 under the whitelist).

Corpus check over 2,816 response and request-body extractions in 6 specs:
567 changed, every one attributable to an allOf in the pre-merge output,
0 unexplained. Twilio declares no allOf compositions and is unchanged.

* fix(cli): emit a name once when it is both a parameter and a body property

_signature_params appended request-body properties and then operation
parameters without deduplicating, so a name declared in both places produced
two function parameters with the same name and the generated module raised
SyntaxError.

Codat's push endpoints hit this: /push/bankAccounts/{accountId}/bankTransactions
declares accountId as a path parameter and repeats it in the request body, so
connections.push.bankAccounts.bankTransactions generated `accountId: str` and
`accountId: str = None` in one signature.

The operation parameter wins, since it carries the path placeholder and its own
required flag. The request payload is unchanged: _render_body_block derives body
fields from request_body_schema rather than from this list, so accountId is
still sent in the body.

This predates the path-item and allOf work in this PR. On origin/v5 the same
spec produces the same duplicate; on this branch the Codat spec generates 91
commands with 0 duplicated signatures, down from 1.

* fix(cli): use the safe identifier for keyword-named body properties

_render_body_block already writes `{'from': from_}`, keying the payload by the
wire name and reading a safe identifier, but _signature_params declared the raw
name. A body property named after a Python keyword therefore emitted
`from: str = None` and the generated module raised SyntaxError.

This did not fire before the allOf work in this PR, because a composed request
body produced no body parameters at all. Codat's Transfer body is such a
composition and has a `from` property, so connections.push.transfers started
generating invalid syntax once the body flattened.

_signature_params now emits safe_field_name(name)[0], the same helper
fetcher_gen and pydantic_gen already use. The body/query split in
_render_body_block compares against the safe names too: it previously matched
signature names against wire names, so `from_` was not recognized as a body
field and leaked into the query string as a `from_` parameter.

End to end on Codat-Accounting.yaml, generating the full extension and byte
compiling every emitted module: 136 files, 0 failures. origin/v5 emits 1 file
that does not compile (duplicate argument 'accountId').

Known gap left alone: an operation parameter named after a keyword would still
break, since the query and path lines use the raw name as a local variable.
None of the five specs checked declares one.

* fix(cli): do not treat instance data as schema, and sanitize POST identifiers

Two defects found by generating extensions from real specs and byte compiling
every emitted module.

merge_allof and deref_schema walked every value in a schema dict, including
keywords that hold instance data rather than subschemas. A `default` of
`{"allOf": [{"a": 1}, {"b": 2}]}` was rewritten to `{"type": "object"}`, and a
`$ref` key inside an example was resolved as if it were a reference. Both now
copy `default`, `example`, `examples`, `enum`, `const` and vendor `x-` values
through untouched.

_signature_params emitted operation parameter names verbatim, so a wire name
that is not a Python identifier produced invalid syntax. Rebilly declares an
`Organization-Id` header and a `REB-APIKEY` security header, which emitted
`REB-APIKEY: str = None`. It now uses safe_field_name, matching fetcher_gen,
and _render_body_block keys the query dict by the wire name while reading the
safe identifier so the request is unchanged.

This surfaced through the allOf work rather than being caused by it: a composed
request body used to yield no properties, so `has_body` was false in
package_gen and the command was generated as a GET fetcher, where identifiers
were already sanitized. With bodies flattening, 14 of Codat's 24 POST endpoints
correctly move to the POST path, which had never been exercised by these specs.

Generating the full extension and compiling every module:

  Codat-Accounting.yaml   v5: 1 failure    branch: 0   (136 files)
  Rebilly 2.1             v5: 14 failures  branch: 1   (97 files)

The one remaining Rebilly failure is `async def 3dsecure(` in the router, which
fails identically on v5. Sanitizing that is a naming decision about the command
surface, so it is left alone here.

Known gap: a non-credential header parameter is still placed in the query
string on the POST path. Pre-existing, and unchanged by this PR.

* fix(cli): resolve signature collisions on the emitted identifier

The previous dedupe compared wire names, but the failure it prevents depends on
the sanitized identifier. Two wire names can collapse onto one (`from` and
`from_`, `Organization-Id` and `Organization_Id`), and operation_parameters
keeps a name declared twice under different `in` locations by design, so both
cases could still emit a duplicate argument.

_signature_params now tracks the identifiers it has emitted and skips anything
that would repeat one. Emission order is unchanged, so existing signatures are
byte-identical; only genuinely colliding names are dropped, and operation
parameters still win over body properties.

Neither collision occurs in Codat-Accounting.yaml or Rebilly 2.1. This closes
the class rather than the instance, since the instances are what this PR has
been finding.

Generation unchanged: Codat 136 files 0 failures, Rebilly 97 files 1 failure
(`async def 3dsecure(`, identical on v5).

* test(cli): cover the instance-data guard, and drop a redundant branch

Mutation checking the new tests (revert each fix, confirm its test fails)
found two problems with the previous commits.

The guard that stops merge_allof and deref_schema from walking into `default`,
`example`, `enum`, `const` and vendor values shipped with no test at all. It is
now covered from both directions: a default holding an `allOf` key keeps its
value, and a `$ref` inside a default stays a literal while a real reference
beside it still resolves.

The body-property loop also carried a redundant check. It tested the raw wire
name against the operation parameter names before testing the sanitized one,
but `operation_param_names` holds both forms and `safe_field_name` is idempotent
on identifiers, so the first test could never fire alone. Reverting it left
every test passing, which is what surfaced it. Removed, and the sanitized name
is now computed once.

All nine mutations are caught by the suite: both data guards, the allOf
blocklist in each direction, the response merge wiring, body/parameter
precedence, the keyword identifier, the body/query split and the
emitted-identifier dedupe.

cli/tests at 1,954 passed against the same 80 environment failures as the base.
Generation unchanged: Codat 136 files 0 failures, Rebilly 97 files 1 failure.

* fix(cli): route required path-item headers/cookies through credential handling

* fix(cli): narrow Popen.stdin/stdout for ty in run_in_obb fixture

---------

Co-authored-by: deeleeramone <>
2026-09-25 14:04:07 -07:00
Danglewood
5c31fd48bb Merge branch 'v5' of https://github.com/OpenBB-finance/OpenBB into v5 2026-09-25 13:43:24 -07:00