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commitc8c7d836eaMerge:1165e57b40564d08edd8Author: Theodore Aptekarev <aptekarev@gmail.com> Date: Sat Aug 5 15:09:10 2023 +0300 Merge branch 'develop' into feature/openbb-sdk-v4 commit564d08edd8Author: Pratyush Shukla <ps4534@nyu.edu> Date: Fri Aug 4 23:25:47 2023 +0530 add `--india` flag to `stocks/load` (#5281) * add `--india` flag to `stocks/load` Add ticker, set `india` and voila! * updated "help" * added check for `.ns`, `.NS` in ticker * consolidated conditions into 1 line commit1165e57b40Author: montezdesousa <montezdesousa@gmail.com> Date: Fri Aug 4 10:56:20 2023 +0100 make some provider args optional commitafbd4a69aaAuthor: montezdesousa <montezdesousa@gmail.com> Date: Fri Aug 4 10:45:28 2023 +0100 rename some fetcher vars commit8f0b748270Author: montezdesousa <montezdesousa@gmail.com> Date: Fri Aug 4 10:37:43 2023 +0100 move helpers and descriptions to util.py directory commit41e800ad6aAuthor: James Maslek <jmaslek11@gmail.com> Date: Fri Aug 4 05:06:15 2023 -0400 Custom request for all providers (#5280) * breakpoint 1 * breakpoint pt 1 * Finish fred request * Add **kwargs to all fmp funcs * Moved all fmp funcs to custom request * benzinga requests * add polygon requests * remove comment * move make_request to helpers --------- Co-authored-by: montezdesousa <montezdesousa@gmail.com> commitdbc6751843Merge:ce5b93ae4ef1eee44cabAuthor: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Date: Fri Aug 4 07:37:11 2023 +0100 Merge branch 'develop' into feature/openbb-sdk-v4 commitce5b93ae4eAuthor: James Maslek <jmaslek11@gmail.com> Date: Thu Aug 3 19:59:51 2023 -0400 Custom args to package builder (#5282) commited07f6ad4cAuthor: montezdesousa <montezdesousa@gmail.com> Date: Fri Aug 4 00:46:12 2023 +0100 200 breaks polygon commitf1eee44cabAuthor: Danglewood <85772166+deeleeramone@users.noreply.github.com> Date: Thu Aug 3 13:58:47 2023 -0700 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> commitd575c5d52aAuthor: Danglewood <85772166+deeleeramone@users.noreply.github.com> Date: Thu Aug 3 12:56:44 2023 -0700 Fwd P/E regex fix (#5273) commit373c4f1ea7Author: DidierRLopes <dro.lopes@campus.fct.unl.pt> Date: Thu Aug 3 10:25:47 2023 -0500 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> commit70f70a81b4Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Date: Thu Aug 3 12:43:55 2023 +0100 Hotfix/sdk py38 (#5279) * replace unsupported Annotated, MappingProxyType, is_annotated_dc * fix package builder commit61afffb1f5Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 16:56:40 2023 +0100 typing commit0b3b30ecccAuthor: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 16:51:07 2023 +0100 rename exception for better localization commit49fe650117Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 16:43:54 2023 +0100 update provider readme commit1e0a3c36c4Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 16:43:19 2023 +0100 update provider readme commit9a1b4a8fbaAuthor: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 16:42:02 2023 +0100 update provider readme commit6b93a603dcAuthor: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 16:37:54 2023 +0100 update provider readme commit13d95452c3Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 15:50:20 2023 +0100 to follow the convention commite3d65b502fAuthor: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 14:49:19 2023 +0100 filter commitcc5a334258Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Aug 2 14:42:14 2023 +0100 cleanup filters commitbe864d01f3Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Date: Wed Aug 2 14:17:20 2023 +0100 Feature/provider refactoring (#5266) * remove comment * replace registry description * black and add some todos * remove unused var * allow description and move provider to title * fix the data field descriptions * refactor globalnews * added `"limit"` to metadata descriptions * fix cpi command and refactor * refactored `AnalystEstimates` * add concat param * refactored `AvailableIndices` for `economy.available_indices` * sort and set index to date * place it inside exception * move literals to core * rename descriptions dict * add descriptions to cpi data * change description * black * refactored `CompanyOverview` for `stocks.fa.overview` * Updated `DATA_DESCRIPTIONS` in provider metadata * Updated `symbol` description in `DATA_DESCRIPTIONS` * fix stock_news alias * pass standard limit * fix stock news * fix to datframe * rebuild python interface * refactored `CryptoEOD` for `crypto.load` * added Field descriptions * fix polygon stock_news * fix stock_news data * ruff * refactored `DividendCalendar` for `stocks.fa.cal` * refactored `EarningsCalendar` for `stocks.fa.cal` * refactored `EarningsCallTranscript` for `stocks.fa.transcript` * refactored `ExecutiveCompensation` for `stocks.fa.comp` * first round, refactor registry, executor, map * ruff * Allow alias in the provider models for provider specific params * Updated stock news to use alias in query * small fixes * fix interface bug * black * exceptions and typing * ruff * fix docstring * sort providers * push static assets without docstrings * date Field and optional dates params in `CryptoEOD` for fmp and polygon * refactored `ForexEOD` for `forex.load` * add comment * refactored `ForexPairs` and added Polygon provider * removed `_price` models from fmp and polygon * Updated `economy.index` to use `MajorIndicesEOD` * removed `_price` from sdk models * refactored `MajorIndicesEOD` for `economy.index` * refactored `StockEOD` for `stocks.load` * regenerate sdk * ruff * fix bug with global_news * typing * add docstrings to registry map * update docstrings * add executor query arg * follow convention * docstring * inject provider interface instead * doc * safer this way * docs * add abstractmethod decorator * add explicit fetcher property model_name * remove mode_name prop * get model name from query params * force extra params or data to be optional * replace fetcher list by fetcher dict and black * explicit depps in prov interface * explicit depps in prov interface * no formatted creds * no formatted creds * dep injection * dep injection * private methods * just verify credentials * docstring * typing and cut doc * typing * typing * typing * no overkill * ruff * don't block if model not found, just warn * don't block if model not found, just warn * don't block if model not found, just warn * empty list if creds None * check creds before request * just return the data * typing * move query params * ruff * move queryparams * move queryparams * move queryparams * fix a bunch o polygon models * ruff * partial fix fmp models * ruff * refactor more fmps * create dict by alias * refactor more fmp endpoints * bug * add params to transform query * ruff * fix fmp bugs * has to be annotation * rewrite static * typing * append return type to map * support return for generic data type * remove return type for openbb provider * add todo * fix small fred typing error * add more return type info * better message * handle multiple types of data (the fetcher should declare them later) * add comment * ruff * handle returns with generic for now (check juan solution) * fix bug with generic * fix fmp fetchr dict * fill return type in the provider lib for docstrings * polygon stock news * Update economy_router.py (#5254) * remove return type stuff * adapt cpi and overview * rewrite python interface * fix to_dataframe * limit stocks eod output * rename method * mypy * mypy * mypy chart style * mypy provider * mypy ignores * mypy credentials * Added Statements Growth endpoints from FMP * account mypy fix * privatize account method * one more mypy * remove mypy ignore * rename private method * Linting * Docstring generation * Linting * move provider.py into __init__.py * add default to required_credentials -> None * refactored `KeyExecutives` for `stocks.fa.mgmt` * refactored `HistoricalEmployees` for `stocks.fa.emp` * provider docstring * docstring * refactored `HistoricalStockSplits` for `stocks.fa.split` * standardised date in stockeod * refactored ``InstitutionalOwnership` for `stocks.fa.own` * removed unused imports * add `check_fields=False` in `@validator` * historical dividens * remove unused helper * move single used helpers to where they are used * move single used helpers to where they are used * move single used helpers to where they are used * standardise date, vwap in crypto eod and forex eod * rename __commands__ to __extensions__ * change coverage separator * the map cannot change sep * sry * sry again * remove comment * refactored `MajorIndicesConstituents` for `economy.const` * add some descriptions about provider * refactored `PriceTargetConsensus` for `stocks.fa.pt` * refactored `PriceTarget` for `stocks.fa.pta` * refactored `RevenueBusinessLine` for `stocks.fa.revseg` * change metadata file name * docstring * remove unecessary arg * ruff & black * refactored `RevenueGeographic` for `stocks.fa.revgeo` * refactored `RiskPremium` for `economy.risk` * refactored `SECFilings` for `stocks.dd.sec` * refactored `ShareStatistics` for `stocks.fa.shrs` * refactored `StockInsiderTrading` for `stocks.fa.ins` * peers * stock splits * refactored `KeyMetrics` for `stocks.fa.metrics` * refactored `StockMultiples` for `stocks.multiples` * refactor income statement * rebuild * fmp balance * added `StocksOwnership` to `stocks.fa.own` * added `InstitutionalOwnership` to `stocks.fa.ins_own` * refactored `StocksOwnership` for `stocks.fa.own` * cleanup * refactored `TreasuryRates` for `fixedincome.treasury` * reorder balance items * fix polygon bs * refactored `IncomeStatement` for `stocks.fa.balance` * refactored base and types * added static files * cleanup * cleanup * refactored `CashFlowStatement` for `stocks.fa.cash` * added `stocks/fa` static file * black and ruff --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> commit2066d7d4beMerge:fe1073da0907537199afAuthor: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Date: Wed Aug 2 05:37:20 2023 +0100 Merge branch 'develop' into feature/openbb-sdk-v4 commit07537199afAuthor: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Date: Tue Aug 1 17:27:59 2023 +0100 Move hub api keys ts (#5267) * move hub api keys ts * json instead * update contributing.md * Update all_api_keys.json --------- Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> commitae91a3f9b9Author: teh_coderer <me@tehcoderer.com> Date: Tue Aug 1 11:05:29 2023 -0500 Hotfix `economy/overview` rates displaying as dates (#5269) * fix: `economy/overview` rates displaying as dates * Fix Test --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> commit3b5fc53cc7Author: Danglewood <85772166+deeleeramone@users.noreply.github.com> Date: Tue Aug 1 06:41:21 2023 -0700 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 commitfe1073da09Author: Diogo Sousa <montezdesousa@gmail.com> Date: Tue Aug 1 12:29:42 2023 +0100 only allow setup for allowed system fields commitc8f82e1f8fAuthor: Diogo Sousa <montezdesousa@gmail.com> Date: Tue Aug 1 12:04:16 2023 +0100 reorder system settings attrs commit21c69a510fMerge:379a5518fad212a8e270Author: Theodore Aptekarev <aptekarev@gmail.com> Date: Mon Jul 31 20:17:30 2023 +0300 Merge branch 'develop' into feature/openbb-sdk-v4 commitd212a8e270Author: Danglewood <85772166+deeleeramone@users.noreply.github.com> Date: Mon Jul 31 09:05:22 2023 -0700 hotfix/gdp-units - better GDP units (#5262) * better GDP units * mypy * remove not needed dict * test_oecd_view.py * test_oecd_model.py commitdc30ab3d36Author: teh_coderer <me@tehcoderer.com> Date: Fri Jul 28 21:13:42 2023 -0500 Hotfix/ locking when deploying streamlit app (#5261) * fix locking when deploying streamlit app * Update streamlit_run.py * Update streamlit_run.py commit379a5518faAuthor: hjoaquim <h.joaquim@campus.fct.unl.pt> Date: Fri Jul 28 10:00:39 2023 +0100 small comment on show() implementation commit849e6134eeMerge:27e172802773348c0872Author: Theodore Aptekarev <aptekarev@gmail.com> Date: Thu Jul 27 19:23:10 2023 +0300 Merge branch 'develop' into feature/openbb-sdk-v4 commit27e1728027Merge:afe4c480a241d1359202Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Date: Thu Jul 27 15:04:19 2023 +0100 Merge branch 'develop' into feature/openbb-sdk-v4 commitafe4c480a2Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Jul 26 14:33:37 2023 +0100 fix comment commit531fa104c8Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Jul 26 14:32:00 2023 +0100 rename method and add description commitcc1a84b4d0Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Jul 26 13:15:55 2023 +0100 change method description commitff31d9ab87Author: Diogo Sousa <montezdesousa@gmail.com> Date: Wed Jul 26 12:52:54 2023 +0100 check sdk token expiration on login