6334 Commits

Author SHA1 Message Date
Henrique Joaquim
cc8263a5ff [Release] 4.2.0 (#6420)
* add snowflake integration video (#6339)

* [HotFix] Fix broken URLs in docs page. (#6368)

* Fix broken URLs

* use full URL to other docs pages.

* remove nest_asyncio.apply()

* fix: sort tradingeconomics country choices

* fix lint

* fix: clean _callback function

* assign to empty dict

* feat: add licence to .toml files

* fix: readmes

* fix: add CLA url

* release: 4.20 % dependencies

* Skip deprecation test

* lint

* Sync with main (#6421)

* add snowflake integration video (#6339)

* [HotFix] Fix broken URLs in docs page. (#6368)

* Fix broken URLs

* use full URL to other docs pages.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* pylint disable possibly-used-before-assignment

* Update CLI toml

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2024-05-15 20:04:36 +02:00
montezdesousa
83990431f8 [BugFix] - Update GitHub workflows (#6418)
* Fix technical example

* Remove blocking wf command

* rename wf file

* rename wf file

* fix: gh pages wf

* gh pages

* pip install toml

* toml

* activate venv?

* activate venv?

* simpler?

* ^

* install toml in venv

* install the full project first

* Update poetry after venv

* setuptools & venvs

* install requests instead

* package-lock.json -> yarn.lock

* wf name

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-15 11:28:52 +00:00
Danglewood
74652ece6e missed unit_measurements (#6416) 2024-05-15 09:19:37 +00:00
Theodore Aptekarev
c61d10d6e3 Update the license of the code in this repo to AGPL (#6415)
* Change license to AGPL

* Add licensing FAQ to the platform docs
2024-05-14 18:24:12 +00:00
Theodore Aptekarev
174d7e69d3 Improve web security (#6405)
* Bump aiohttp to a patched version

* Bump python-multipart to a patched version

* Bump urllib3 to the latest patched version

* Bump aiohttp-client-cache and aiosqlite to latest versions

* Bump plotly.js and third level deps in frontend components

* Bump fastapi to a patched version

* Update lock file after the python-jose removal
2024-05-14 17:30:15 +00:00
Danglewood
05322de3b7 add linux stuff to pre-requisites (#6411) 2024-05-14 16:08:18 +00:00
Henrique Joaquim
8d060dc071 [Feature] CLI docs (#6362)
* cli docs website

* changes

* remove unused feat flags

* typo

* yeet stuff that can't be used

* some progress

* Add home screenshot

* screenshots.md

* fix links

* new cards for cli pages

* start config page

* more updates

* Add screenshots

* flatten some things.

* fix link

* some more updates

* some routine stuff

* codespell

* cli color

* results in the global commands

* increase codeBlock line-height

* remove platform warning, obb is a class

* minor change, danger warning

* typo?

* Data processing commands

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-05-14 15:44:07 +00:00
Igor Radovanovic
a116d9bbf2 [Feature] - OpenBB Platform CLI Unit tests (#6397)
* Unit test batch 1

* CLI controller

* Test batch 3

* Test batch 4

* Test batch 5

* clean some workflows and setup actions

* test

* rename wfs

* rename

* update action

* Skip

* fix cli tests

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-14 15:38:06 +00:00
Henrique Joaquim
f87c21ed3c [Feature] Main README (#6403)
* main readme

* lints

* mention platform cli

* test platform imgs

* Update README.md

platform imgs

* break line

* Update to Platform images

* remove old images

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14 15:09:32 +00:00
Henrique Joaquim
ca0949396a add platform imgs (#6410) 2024-05-14 15:02:48 +00:00
Henrique Joaquim
c2f5f7a3e6 [Feature] Styling adjustments (#6408)
* styling adjustments

* auto completion for main menu commands; cached results style

* move platform settings above

* don't check if obbject.results - we want to have the error message if smt goes wrong with the to_df()

* register only if there are results

* minor style change

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-14 13:35:17 +00:00
montezdesousa
07693784fb [BugFix] - Replace python-jose by PyJWT (#6407)
* fix: replace python-jose by PyJWT

* add unit test

* add unit test

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2024-05-14 13:19:23 +00:00
Henrique Joaquim
88cdd75a6d [Feature] Custom Provider choices available on the reference.json (#6409)
* change package builder and argparse translator to account for custom chocies defined in providers

* default reference
2024-05-14 12:15:33 +00:00
Danglewood
0eee602098 [Feature] Add Forward PE Estimates (#6398)
* forward_pe

* ruff

* merge branch develop

* mypy

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-14 10:49:29 +00:00
Danglewood
17a7e7d263 [BugFix] Econ Calendar (#6392)
* fix econ calendar

* black

* more black

* pylint

* add 1 to n_urls

* set default dates in transform query

* missing decorator

* add None to literal

* literals

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14 10:34:48 +00:00
Danglewood
2ac1af3f26 [BugFix] Make paper_bgcolor transparent in PyWry backend (#6385)
* make paper_bgcolor transparent in PyWry backend

* black

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-14 10:11:59 +00:00
Danglewood
29dfc7b133 expose error message on request fail (#6406)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14 08:11:37 +00:00
Henrique Joaquim
922fc547f5 [BugFix] Fix broken --sheet-name argument (#6401)
* remove hold command and its references

* remove --local flag as we don't use it anymore @IgorWounds

* reset package folder

* reset reference

* unnecessary line break removed

* better handling of obbjects before printing/table/chart also fixes the sheet_name issue when writing to excel

* fix linting; also, dataframe creation in the right place

* proper handling of sheet name

* orient to columns instead

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14 07:03:17 +00:00
Igor Radovanovic
10dddfd893 [BugFix] - Explicit error message when return type is not an OBBject (#6394)
* Send an explicit message when return type isn't an OBBject

* Update package_builder.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* lint

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-13 18:34:55 +00:00
Henrique Joaquim
4ed5f054ca [Feature] CLI README (#6402)
* cli readme

* Update README.md

* suggestions @IgorWounds
2024-05-13 17:14:18 +00:00
montezdesousa
627f7f9a77 [BugFix] - Remove logos (#6404)
* fix: remove logos

* fix: remove from provider

* feat: add extra field

* rename
2024-05-13 17:13:34 +00:00
Igor Radovanovic
f47e7ad90d Fix Excel Data Slicer page. (#6396)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-13 11:34:45 +00:00
montezdesousa
1dd8bf39c9 fix: alias credentials with uppercase (#6400) 2024-05-13 11:01:19 +00:00
Henrique Joaquim
6f9d46d5f9 remove hold command and its references (#6399)
* remove hold command and its references

* remove --local flag as we don't use it anymore @IgorWounds

* reset package folder

* reset reference

* unnecessary line break removed
2024-05-13 09:21:41 +00:00
Igor Radovanovic
b99655a973 [BugFix] - Remove unused old code (#6395)
* Remove unused old code

* Remvove  from settings choices

* Fix CLI exit when FileNotFound error on routine

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-13 08:21:11 +00:00
Henrique Joaquim
0139dbf7a2 [Feature] Update CLI dependencies (#6389)
* update dependencies

* poetry lock

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-13 07:51:16 +00:00
Henrique Joaquim
ac745adb05 [Feature] Remove i18n (#6390)
* remove i18n

* poetry lock

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-10 22:07:43 +00:00
Theodore Aptekarev
ac3f10a4c0 Security updates (#6387)
* Bump aiohttp to a patched version

* Bump python-multipart to a patched version

* Bump urllib3 to the latest patched version

* Bump aiohttp-client-cache and aiosqlite to latest versions

* Bump plotly.js and third level deps in frontend components
2024-05-10 22:06:32 +00:00
montezdesousa
5b7428070a [Feature] - Create repo assets directory (#6384)
* feat: create scripts to generate repo assets

* move script

* publish.md

* deletes unmaintained .md files

* ruff

* pylint

* fix: website urls

* fix: website urls

* rename script

* renames

* create folder

* mypy

* PyDocstyle

* fix: descriptions & websites

* camelCase

* change json structure

* logo url

* reprName

* finra

* logos

* logo

* logo

* logo

* logo

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-10 19:16:09 +00:00
Henrique Joaquim
c29200aa17 fallback to to_df() method when results are a string (#6388) 2024-05-10 16:14:30 +00:00
Henrique Joaquim
13a62486de [Feature] Misc improvements on the Platform CLI (#6370)
* section description

* remove comment

* show msg only if it's an OBBject

* ommit coverage from menus

* styling: no new lines after settings

* Bugfix/cli max rows (#6374)

* fix: cli max rows

* fix: settings menu

---------

Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>

* add a new line only to separate menus and commands

* if there's no menu description on reference.json, use the commands of that menu to create a pseudo description

* use the PATH instead in the top of the menu help

* default name len to 23

* keep command on the obbject so it can be shown on the results

* left spacing regardless description

* display cached results on every platform menu's help

* display info instead of sections and display cached results

* prepend OBB to use on the --data

* config to set number of cached results to display

* correct hub link

* Save routines locally if not logged in.

* Change the exit message

* Point to new docs on first launch.

* proper checking of max_obbjects_exceeded

* fix global flag on local routines

* Remove language from settings as it is not supported.

* Remove rcontext flag

* export to account multiple formats

* Revert "Remove rcontext flag"

This reverts commit 8a1f64b71c.

* Remove

* leftover

* properly match provider being used with provider arguments so that kwargs are correctly filtered

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-05-10 13:39:28 +00:00
Disorder AA
5bd4ae0856 [Docs] Upgrade Docusaurus to v3 (#6386)
* da3: minor updates

* da3: upgrade react 18

* da3: fix md content

* da3: upgrade docusaurus 3, fix math in tables

* da3: fix DocSearch

* put search back

* da3: fix details / summary

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-05-10 11:17:15 +00:00
Henrique Joaquim
83476ada46 [Feature] Update chart creation so it doesn't break the command execution (#6382)
* chart execution to not break the whole call

* pylint: disable=broad-exception-caught

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-05-09 22:55:54 +00:00
Danglewood
9bdc0f1407 fix fmp (#6383)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-09 19:57:06 +00:00
montezdesousa
0b9b12d198 [Feature] - Redefined standard fields & multiple_items_allowed property changes (#6377)
* 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>
2024-05-09 17:50:24 +00:00
Danglewood
f191d163ba [BugFix] Update SEC pyproject.toml (#6379)
* update sec toml

* dash not underscore
2024-05-09 09:39:31 +00:00
Danglewood
4d6074de2d [BugFix] Fix Currency Search (#6380)
* fix currency search

* test artifact

* static files
2024-05-09 09:38:59 +00:00
Danglewood
1a49dfdd9e fix pandas warnings (#6375) 2024-05-08 11:31:12 +00:00
Danglewood
9c0ef12fa6 [BugFix] Ad 'x-' to json_schema_extra in Fields with unit_measurement (#6376)
* add 'x-' to json_schema_extra - unit_measurement

* mypy

* more mypy
2024-05-08 11:30:39 +00:00
Danglewood
99b0bb5287 [Feature] EconDB Main Indicators (#6365)
* 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>
2024-05-07 20:03:13 +00:00
Igor Radovanovic
e12aac157e [BugFix] - Fix tests for release (#6372)
* Fix user service

* fix module import

* proper Chart(...) mock

* Fix SEC rss

* improve test on to_chart() method

* Fix form 13F example filing

* remove broken example

* Add lxml dep to SEC

* fix default

* fix: treasury_prices default date, last business day´

* fix: linting

* fix: rebuild

* ^

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-05-07 14:57:12 +00:00
Theodore Aptekarev
101990dffa Sync main and develop (#6373)
* add snowflake integration video (#6339)

* [HotFix] Fix broken URLs in docs page. (#6368)

* Fix broken URLs

* use full URL to other docs pages.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-05-07 14:17:59 +00:00
Henrique Joaquim
756eebdf07 [Feature] Handle repeated non standard arguments (#6366)
* remove about message

* handle repeated arguments

* accomodate all the choices from different providers

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-07 13:57:35 +00:00
Igor Radovanovic
5c0b36cddb [BugFix] - Fix lowercase symbols (#6342)
* Fix lowercase symbols

* fix decorator for to_upper

* add annotated results with underlying symbol info

* ?

* Improvements

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-07 12:22:44 +00:00
Danglewood
d3b9ce6d37 [BugFix] Set Chart Style Before Output (#6367)
* set chart style before output

* docstring

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-07 12:04:46 +00:00
Henrique Joaquim
63723f7b2c [BugFix] Remove Literal[None,...] (#6371)
* remove Literal[None,...]

* pylint: disable=unused-argument

* change  to Filesystem     1K-blocks      Used Available Use% Mounted on
tmpfs            3257224      3044   3254180   1% /run
/dev/nvme0n1p5 491732848 290872352 175808336  63% /
tmpfs           16286112     81500  16204612   1% /dev/shm
tmpfs               5120         8      5112   1% /run/lock
efivarfs             246        66       176  28% /sys/firmware/efi/efivars
tmpfs           16286112         0  16286112   0% /run/qemu
/dev/nvme0n1p1    262144     60008    202136  23% /boot/efi
tmpfs            3257220     15056   3242164   1% /run/user/1000 to avoid misleading linting attr errors
2024-05-07 10:57:03 +00:00
Henrique Joaquim
380891de4e [Feature] Improve OBBject Registry (#6364)
* registry belongs to the session instead

* help message on results

* abstract the update_completer a bit and also force the re-link of newly created obbjects so they're immidiatly available

* new settings to control the obbject registry

* new method to remove a certain index from the stack

* using the new flags to control messages on the registyr

* fix: add spaces to results --help

* Update cli/openbb_cli/controllers/feature_flags_controller.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* rename to settings_controller

* typo wrong attr

* better messages and actually removing the oldest obbject

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-06 14:49:22 +00:00
Danglewood
ec7ff94707 [BugFix] SEC ETF Holdings - Try Catch for RemoteDisconnect Error (#6359)
* try catch for RemoteDisconnect error

* await sleep

* remove not implemented helper

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-06 14:20:42 +00:00
montezdesousa
cd4e36e7fe [BugFix] - Remove multiple .envs (#6363)
* Remove .envs

* Clean menu_text.py

* Remove TODO
2024-05-03 10:32:10 +00:00
Igor Radovanovic
18115e4e91 [Enhancement] - Sanitize sensitive data from .cli.his (#6361)
* Sanitize sensitive data from .cli.his

* fix long command providers

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-05-02 11:21:48 +00:00