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OpenBB/frontend-components/plotly/package-lock.json
Henrique Joaquim b04216da3a Release/4.2.1 (#6456) 
* tmx etf info (#6132)

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

* [Feature] - Platform V4 Markdown Generator V2 (#6094)

* add recent `openapi.json`

* fix data types in models

* removed `openapi.json`

* set default date value as None in PolygonCurrencyPairs class

* add function to generate reference.json file

* reworked function to improve readability

* reword function to add seo metadata

* add functions for creating markdown sections

* add code to extract data card markdown title

* add additional functions for generating index and data models file

* extract first sentence of the description for cards

* code cleanup and documentation

* linting

* linting polygon models

* add openbb import statement in create_reference_markdown_examples function

* add POST method functions

* cleanup; reworked generate_reference_index_files function

* moved development section to 7th position in the sidebar

* fix POST function params default value

add standard flag to QueryParams and Data fields

cleanup

* add type expansion from package_builder.MethodDefinition

* sort data models cards alphabetically

make printing less verbose

* make MAX_CARDS global

display less content in cards in Commannds section

* cleanup

* Remove '_' from the cards under Commands section

* " to ' in econometrics/causality

* replace ' with " in ReferenceCard for reference dir index files

* remove extra . from the quantile function description

* shoutout to @deeleeramone for finding POST method description bug!

* set correct value for standard field

* handle BaseModel types in provider data fields

* unit tests for the platform markdown generator v2

* yeet 'Default' and 'Optional' columns in the 'Data' section

* last minute bug fix

* add info for multiple symbols

* make multiple items info same as platform static

* organize sections properly

* sort reference sub-directories alphabetically

* extra space in 'OBBject extra' description

* add type expansion for fields with multiple items

POST method cleanup

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)

* adds example notebook for the implied earnings move

* remove commented out line

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] - Sync with new openapi.json (#6137)

* feat: create data tabs

* fix: uncomment

* fix: remove unecessary comment

* sort side bar

* comment

* uncomment

* use .dev functions.json + clean traverse

* fix futures example

* fix example

* point to .co

* Fix the v3 markdown generation workflow (#6138)

* fix workflow

* debug time

* see if the docs generate at least

* ahhhh i found it

* getting there

* put the test first

* some keys cleanup

* small change to error message

* update functions.json (#6140)

* fix intraday check in charting ta_class (#6119)

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

* [BugFix] Display EconDB as source for macro (#6143)

* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)

* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static

* add more examples into findSymbols (#6139)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)

* fix etf holdings

* linting

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Docs/update xl docs (#6145)

* remove print

* update obb.get docs

* example

* md lint

* fix get reference (#6147)

* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)

* move constant dicts to constants.py

filter by start_date and end_date

* black

* black again again

* Merge 'main' into 'develop' (#6151)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2ad.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Hotfix/pypi openbb terminal (#5719)

* renaming the project

* documentation changes

* Finishing touches to the publishing procedure (#5728)

* finishing touches to the publishing procedure

* grammar improvements

* Run tests on develop (#5725)

* Run tests on develop

* Add a check that files changes in platform

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

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

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd2.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa

* loosing urllib3 version specification on the provider and adding it to platform dev deps

* rmeoving urllib from top level deps; and removing --with dev flag

* changing to ^ instead

* Revert "changing to ^ instead"

This reverts commit 7300904e9f.

* unnecessary dep

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)

* add ecb balance of payments

* missing __init__.py files

* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)

* add government_us provider and treasury auctions endpoint

* black

* add param for cusip

* move logic for setting default start/end date

* Update hub<>platform credentials map (#5749)

* update hub<>platform credentials map

* typo

* Add API settings schema to system settings (#5743)

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

* Skip checking creds (#5737)

* skip checking creds

* fix bug

* ok mypy

* add comment

* rename required_credentials

* fix

* fix top_retail bug

* don't require creds in some nasdaq fetchers

* black

* this was not here before

* fix tests

* update fetcher test

* update contributing guidelines

* Fix Quote (#5752)

* Fix Quote

* fixed return type and model validation

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Wrap up renaming global news to world news on a model level (#5750)

* Wrap up renaming global news to world news on a model level

* cleanup

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Remove eod from docstrings (#5751)

* Wrap up renaming global news to world news on a model level

* Remove "end of day" from historical price model docstrings

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Massive docstring cleanup (#5755)

* sec router remove command

* standard models cleanup

* fmp cleanup

* av cleanup

* benzinga cleanup

* biztoc cleanup

* cboe cleanup

* ecb cleanup

* finra cleanup

* fred cleanup

* us cleanup

* intrinio cleanup

* nasdaq cleanup

* oecd cleanup

* polygon cleanup

* sec cleanup

* seeking alpha cleanup

* stockgrid cleanup

* tiingo cleanup

* tradingeconomics cleanup

* ultima cleanup

* wsj cleanup

* yfinance cleanup

* sec router lint

* fix date query param description

* Updates system and api settings (#5753)

* remove uncessary import on rest api

* remove FrozenField and add api.version

* allow setup from json

* remove id tag

* computed field is better

* formatting

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Squeeze build time (#5756)

* squeeze build time

* bug fix

* fix test

* typo?

* rebuild

* keep tradingeconomics

* docs/working-docs: Working V4 Docs PR (#5747)

* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* update extensions

* some urls

* Update sdk-platform and v4-develop in urls (#5730)

* Update sdk-platform and v4-develop in urls

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* c…

* More v3 removals (#6141)

* remove ultima + althub

* move twitter keys

* economy kill bigmac + remove eval + plot+ stored data

* am losing track

* oanda is next

* brokers now

* fix sdk in case anyone wants it

* missed an sdk endpoint

* spec file

* small edits for installer

* stop the int tests on these

* always be fixin bugs

* some more removals

* [Enhancement] Show the source of error in exception traceback (#6153)

* show source of error

* restructure code for readability

* Improve the OECD requests (#6152)

* remove ultima + althub

* move twitter keys

* Enhance caching + more specific urls

* Update urls for stir

* LTIR

* cli

* one v3 file to fix

* Typing edits + gdp dates + gdp all countries

* Tests

* lint

* not sure why those didnt record

* handle the fact that we artifically add some start dates and end dates

* fix dates with actual solution not weird patch

* lint

* adds AlphaVantage to historical_eps (#6155)

* [BugFix] Fix FMP Market Snapshots (#6160)

* fix FMP market snapshots

* exception handling

* model type

* forgot one line

* fix test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Excel help page (#6165)

* create help page

* rename file

* words

* words

* more issues

* less words

* minor fix

* email

* no bare urls

* unused attribute

* ruff

* [Feature] Add Currency Snapshots With Data From FMP (#6162)

* add obb.currency.snapshots() endpoint and create new standard model

* add standard model

* static assets

* add couple of comments

* codespell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add `form_13f` Endpoint to `equity.ownership` (#6122)

* add form_13f endpoint

* review things

* option_type validator

* black

* codespell

* add some comments to the code

* remove duplicated process

* static file

* remove warning

* static why no one updates you :-(

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Bug fix] - Run charting tests again (#6167)

* run tests again

* forgot these 2

* [Enhancement] Slightly Change The Order of intrinio Cash Flow (#6168)

* fix order of intrinio cash flow

* apparently homebrew takes priority, deleted that black

* [Bug fix] - Fix integration tests (#6170)

* fix integration tests

* rebuild

* unittest

* [Bug fix] - Handle multiple items with arbitrary type (#6171)

* handle multiple items with arbitrary type

* minor fix

* ruff

* inequality

* integration tests

* test

* pylint

* fix tests

* fix category

* ruff

* [Feature] Custom choices (#6169)

* custom choices

* remove unnecessary choices from the extra info

* static assets

* simpler way to pop choices on extra

* Getting json_schema_extra without changing the original dict

---------

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

* exception in debug mode shows complete argument (#6174)

* [Bugfix] - Lower case validator in standard models (#6172)

* add to_lower validator

* change validator name

* docstrings

* fix interval

* [Enhancement] Standardize "X".price.historical Intervals and Params (#6146)

* FMP

* tiingo

* yfinance

* intrinio

* polygon

* fmp interval descriptions

* alpha_vantage

* update unit tests

* tests

* static files

* black

* black

* black again

* codespell

* codespell again

* futures historical

* ruff

* some more black

* pylint

* now black again

* test params

* skip deprecated

* fmp test cassette

* fix some tests

* fix test_query

* fix bad symbol in toolkit integration tests

* attempt at parameter deprecation warning

* Fix edge case

* test params

* more test params

* that's the ticket

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - refactor examples (#6154)

* remove auto examples and split python from api

* add missing exampels

* rebuild

* query params focstring

* black

* add scoped examples

* group model imports in the router

* unblock api

* fix

* classify examples

* fix package identation

* black sig

* fix indentation without linter

* fix python examples

* remove doc

* pylint

* again

* add model validators

* commodity, crypto, currency

* filter examples

* fix python examples

* fix filter and build

* undo toml change

* add comment

* oop

* comment

* typing

* lint

* Update router.py

* Update econometrics_router.py

* fix to_python

* to_python

* to_python

* black

* fix multiple line field descriptions

* remove circular import

* add missing import

* pass indent as object attr

* doc

* doc

* this looks better

* forgot this

* fix: new examples adapted

* fix prev commit

* avoid future problems

* Update ownership_router.py

* rebuild + remove todo

* make description mandatory for python examples

* simple indent

* append_examples func works for both website and docstring

* Add example unit tests

* Edit example unit tests

* fix validator

* this works

* fix to_python

* fix mandatory docstrings

* typing

* shorter error msgs

* economy router

* fix more examples

* more examples

* more examples

* more examples

* field desc

* minor fix

* fix etf examples

* handling types better

* lint

* rename method

* rename var

* docstring + move method

* typing

* prompt

* rebuild

* prompt fix in PythonEx

* fix examples without model

* example mock data

* add get_field_type func to get field data type

* panel data

* mock data

* fix

* fix

* docstring

* ohlcv

* pylint

* quantitaive router

* simplify mock data

* fix remaining quantitative routers

* a bit more flexibility for examples

* lint

* mock dat from sample

* docstring

* assertion

* bugfix

* minor fix

* technical

* fix integration tests

* fix docstring

* econometrics examples

* econometrics examples

* remove warning

* add technical examples

* fix bad examples

* fix more examples

* update test rules

* remoce old pydantic referenc

* fix bug in treasury prices

* fix quantitative examples

* discovery router

* equity shorts

* equity shorts

* fix currency pairs

* fix sec_router example

* fix panel data to support all funcs

* black

* more examples fixes

* simplify test

* rebuild

* test doc

* add provider to some ex

* ^

* last

* add provider

* rebuild

* working examples

* noqa

* pylint

* pylint

* clean

* minor fix

* fix test

* lint

* ruff

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] Improve Intrinio Unusual Options (#6177)

* improve intrinio unusual options

* static files

* fix test

* really fix the test

* added code to get new examples as string (#6181)

* [Feature] Add Tradier Provider Extension (#6178)

* add tradier provider

* python 3-9 tz parsing

* unused argument

* add handling for cassette playback on GitHub

* sort equity historical nicely

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Create static asset tests (#6182)

* Create static asset tests

* Lint

* Add labels for  `breaking_changes` tag (#6184)

* Add labels for  breaking changes***

***Update release-drafter configuration

* Update release-drafter.yml to include emoji for OpenBB Platform Breaking Changes

* [Bugfix] - Fix equity/price/historical w/ alphavantage (#6183)

* fix premium endpoint bug

* lint

* [Enhancement] Allow Multiple Symbols For Intrinio Key Metrics (#6186)

* improve intrinio key metrics

* type thing

* some thing

* ruff

* handle date type (#6185)

* Release bug fixes (#6187)

* release bug fixes

* rebuild

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Update `README` for Platform (#6189)

* update readme

* prevent oopsies

* beta versions

* print extensions name

* update toml with beta versions

* [BugFix] Raise Alpha Vantage API Error (#6188)

* raise API error

* handle more API error messages

* handle bad data

---------

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

* update econ cal headers (#6191)

* [Release] 4.1.5 to `develop` (#6192)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2ad.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Hotfix/pypi openbb terminal (#5719)

* renaming the project

* documentation changes

* Finishing touches to the publishing procedure (#5728)

* finishing touches to the publishing procedure

* grammar improvements

* Run tests on develop (#5725)

* Run tests on develop

* Add a check that files changes in platform

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

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

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd2.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa

* loosing urllib3 version specification on the provider and adding it to platform dev deps

* rmeoving urllib from top level deps; and removing --with dev flag

* changing to ^ instead

* Revert "changing to ^ instead"

This reverts commit 7300904e9f.

* unnecessary dep

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)

* add ecb balance of payments

* missing __init__.py files

* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)

* add government_us provider and treasury auctions endpoint

* black

* add param for cusip

* move logic for setting default start/end date

* Update hub<>platform credentials map (#5749)

* update hub<>platform credentials map

* typo

* Add API settings schema to system settings (#5743)

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

* Skip checking creds (#5737)

* skip checking creds

* fix bug

* ok mypy

* add comment

* rename required_credentials

* fix

* fix top_retail bug

* don't require creds in some nasdaq fetchers

* black

* this was not here before

* fix tests

* update fetcher test

* update contributing guidelines

* Fix Quote (#5752)

* Fix Quote

* fixed return type and model validation

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Wrap up renaming global news to world news on a model level (#5750)

* Wrap up renaming global news to world news on a model level

* cleanup

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Remove eod from docstrings (#5751)

* Wrap up renaming global news to world news on a model level

* Remove "end of day" from historical price model docstrings

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Massive docstring cleanup (#5755)

* sec router remove command

* standard models cleanup

* fmp cleanup

* av cleanup

* benzinga cleanup

* biztoc cleanup

* cboe cleanup

* ecb cleanup

* finra cleanup

* fred cleanup

* us cleanup

* intrinio cleanup

* nasdaq cleanup

* oecd cleanup

* polygon cleanup

* sec cleanup

* seeking alpha cleanup

* stockgrid cleanup

* tiingo cleanup

* tradingeconomics cleanup

* ultima cleanup

* wsj cleanup

* yfinance cleanup

* sec router lint

* fix date query param description

* Updates system and api settings (#5753)

* remove uncessary import on rest api

* remove FrozenField and add api.version

* allow setup from json

* remove id tag

* computed field is better

* formatting

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Squeeze build time (#5756)

* squeeze build time

* bug fix

* fix test

* typo?

* rebuild

* keep tradingeconomics

* docs/working-docs: Working V4 Docs PR (#5747)

* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* update extensions

* some urls

* Update sdk-platform and v4-develop in urls (#5730)

* Update sdk-platform and v4-develop in urls

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black…

* [Bugfix] Update `PUBLISH.md` file (#6193)

* publish doc updated

* add info

* Remove charting extension preference from user settings (#6194)

* [Bugfix] - Small update on PUBLISH.md (#6196)

* small update on publish.md

* minor fix

* updated with more details

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [Feature] Hotfix develop main sync (#6200)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2ad.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>

* Hotfix/pypi openbb terminal (#5719)

* renaming the project

* documentation changes

* Finishing touches to the publishing procedure (#5728)

* finishing touches to the publishing procedure

* grammar improvements

* Run tests on develop (#5725)

* Run tests on develop

* Add a check that files changes in platform

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

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

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd2.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa

* loosing urllib3 version specification on the provider and adding it to platform dev deps

* rmeoving urllib from top level deps; and removing --with dev flag

* changing to ^ instead

* Revert "changing to ^ instead"

This reverts commit 7300904e9f.

* unnecessary dep

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)

* add ecb balance of payments

* missing __init__.py files

* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)

* add government_us provider and treasury auctions endpoint

* black

* add param for cusip

* move logic for setting default start/end date

* Update hub<>platform credentials map (#5749)

* update hub<>platform credentials map

* typo

* Add API settings schema to system settings (#5743)

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

* Skip checking creds (#5737)

* skip checking creds

* fix bug

* ok mypy

* add comment

* rename required_credentials

* fix

* fix top_retail bug

* don't require creds in some nasdaq fetchers

* black

* this was not here before

* fix tests

* update fetcher test

* update contributing guidelines

* Fix Quote (#5752)

* Fix Quote

* fixed return type and model validation

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Wrap up renaming global news to world news on a model level (#5750)

* Wrap up renaming global news to world news on a model level

* cleanup

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Remove eod from docstrings (#5751)

* Wrap up renaming global news to world news on a model level

* Remove "end of day" from historical price model docstrings

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Massive docstring cleanup (#5755)

* sec router remove command

* standard models cleanup

* fmp cleanup

* av cleanup

* benzinga cleanup

* biztoc cleanup

* cboe cleanup

* ecb cleanup

* finra cleanup

* fred cleanup

* us cleanup

* intrinio cleanup

* nasdaq cleanup

* oecd cleanup

* polygon cleanup

* sec cleanup

* seeking alpha cleanup

* stockgrid cleanup

* tiingo cleanup

* tradingeconomics cleanup

* ultima cleanup

* wsj cleanup

* yfinance cleanup

* sec router lint

* fix date query param description

* Updates system and api settings (#5753)

* remove uncessary import on rest api

* remove FrozenField and add api.version

* allow setup from json

* remove id tag

* computed field is better

* formatting

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Squeeze build time (#5756)

* squeeze build time

* bug fix

* fix test

* typo?

* rebuild

* keep tradingeconomics

* docs/working-docs: Working V4 Docs PR (#5747)

* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* update extensions

* some urls

* Update sdk-platform and v4-develop in urls (#5730)

* Update sdk-platform and v4-develop in urls

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black…

* Improve the example test (#6203)

* Improve fetcher test error messages (#6204)

* [Feature] Add Intrinio ETF Info/Search (#6198)

* add intrinio etf info

* black

* should have been "x-unit_measurement"

* field order thing

* another field order

* review things

* [Enhancement] `ReferenceGenerator` class in `package_builder.py` (#6179)

* fix docstrings in quantitative,technical,econometrics routers

* add reference generator class to create reference.json file in openbb/assets folder

* modify platform markdown generator script to not generate the reference.json file

* get properly formatted examples for the website

* modify get_field_type function

* remove TODO comment

* path change / to .

* remove extra '-' below 'Args' in function docstring

* get obbject extensions in extension_map.json

* skew in stats_router had extra . rip

* black

* extra space (sigh)

* modify get_provider_parameter_info func to use model_provider from provider interface

* update lock files

* black

* Revert "update lock files"

This reverts commit 13e7d8b280.

* add function to check all extensions are installed before the markdow generator runs

* better comment

* fix docstring

fix mypy

obbject description function

* black

* 'static

* remove duplicate standard params & data from reference data

add standard params & data fields while generating markdown files

* Final v3 touches (#6205)

* remove ultima + althub

* move twitter keys

* Remove reports

* Launch Message

* Actual launch message

* Correct leaving message

* Update version

* [BugFix] Fix empty docstring in data processing functions (#6206)

* update etf static file

update reference.json with changes

* data processing docstrings can be empty

use self._write func to create reference.json file

* Add unit tests (#6213)

* Update build-release.yml (#6215)

* [Hotfix] - docs workflow (#6216)

* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* POC

* Filter by provider

* pass base_app as parameter

* add typing + TODO

* fix some typing

* Fix unit tests

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)

* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* remove Literal from providers in OBBject (#5882)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

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

* small refactor for simplification (#5886)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* Don't mention docker in a list of python envs

* Create a REST API page

* Update docs to get api keys from the hub

* Update installation instructions

* Mention requirement of poetry and toml in source installation section

* move rest page up to the top. and add url to google colab example notebook

---------

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

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

* Debug pylint

* Adjust the fetch depth

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/financials - PR for working on structure of financial statements. (#5794)

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

* add warning at top of page - instructions are for installing the Terminal app

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)

* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

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

* Fix test (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)

* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

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

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)

* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument

* Docs/excel examples (#5920)

* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

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

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

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

* Update openbb_platform/core/openbb_core/app/router.py

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

* Update openbb_platform/core/openbb_core/provider/registry.py

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

* adjustments

---------

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

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <luqazino@gmail.com>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

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

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* deprecating on 4.3 instead @the-praxs

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

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

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Final Implementation of Changelog V2 (#6050)

* Updated the release drafter to process the released changelog for OpenBB Platform

* Update release drafter configuration

* Add OpenBB Documentation Changes and Create Release

* Update process_changelog.py path in draft-release.yml

* Update release-drafter version and save changelog

* Copy changelog with python

* Update draft-release.yml to save Changelog

* Update draft-release.yml

* Encode and save Changelog to Base64

* Update Changelog saving method

* Update Changelog format

* Update CHANGELOG.md with release notes

* Fix draft release workflow

* Add cat command to print CHANGELOG.md

* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml

* Commented out config-name in release-drafter step

* Update branch name validation and process_changelog.py

* Refactor process_changelog.py to improve readability and maintainability

* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* improve discriminator logic, fix package return type docs (#6052)

* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add LLM tools example notebook (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Remove the  preference (#6055)

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

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] Add function examples to Regulators Router (#6054)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

* sec router

* cftc router

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix World News (#6064)

* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* Update USD Liquidity Example Notebook for V4

* delete some v3 text in the copperToGold

* Update README.md

* findSymbols preview image

* Google Colab preview image

* financialStatements preview

* content tsx file

* ### title

* convert tsx to json

* indent size

* double quote keys.json

* trailing commas

* Update content.json

* patch

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)

* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs

* Update branch naming guidelines link

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/charting obbject (#5938)

* fix circular import issues on the obbject extension framework

* settings available on the obbject

* extension init

* charting assets and code

* introduce to_chart functionality

* removes the to_chart method from obbject in detriment of the one from the obbject extension

* Update openbb_platform/obbject_extensions/charting/charting/__init__.py

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

* fix on the show method

* adding the example to the to_chart docstring

* copying the exsting README from charting extension - needs to be revamped

* moving to openbb_charting instead

* update the pyproject.toml file

* pydocstyle

* versions

* better docstrings

* making accessors public

* removing unnecessary credentials variable cc @montezdesousa

* removing access to extra/metadata and use designated private attrs instead

* Fixes linting for the logging service (#5992)

* lints

* typing.Type instead

* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it

* tests for the obbject charting extension

* removing charting service from command runner

* filter functions not implemented in the module

* remove charting service tests

* removing charting service on the tests for int tests

* charting integration tests

* removing charting service file

* removing old charting extension code

* revamp builder

* fix obbject tests

* fix command_runner tests

* removing openbb_figure_table

* better website docs

* reviewed readme

* unsetting api key for posthog (pywry) windows

* added debug_mode to the system settings

* removing api key

* update nightly script

* fix tests

* black

* black

* Revert "black"

This reverts commit 21d76ad689.

* Revert "black"

This reverts commit 0904653fd7.

* black for henrique

* returning a list instead

* better docstrings

* removing unnecessary indicators docstring

* typo

* black

* intentional access to protected member

* changes to publish script

* filtering deleted files

* black

* adding render argument

* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named

* adding the hability to add you own data to to_chart method

* tests

* black

* disable protected access

* accept kwargs to eg. save image

* adjustment cc Igor

* add if statement for protection

* remove unused return typing

* fix technical charting views

* better error message cc @IgorWounds

* better structure and fix test

* Revert "better structure and fix test"

This reverts commit 612ea6117c.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* Yeet tokenterminal

* Yeet crypto/onchain/hr and gwei

* yeet luna

* yeet coinglass

* yeet dps/ctb

* yeet reddit

* yeet covid

* actually not yeeting

hide yfinance future warning

* yeet options/hedge

* not yeeting.  i18n words

* something happened on accident

* still fixing

* git reset/git checkout -f 2516cfbc72 website/content

* still not sure whats going on

* Edit workflow to not look at deleted files + change bootup message

* Dont pin the workflow to my branch always lol

* Remove askobb

* [Feature]  - Comma separated string and list inputs (#6062)

* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

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

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

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

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add dates to /quantitative as needed. (#6078)

* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)

* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Add `exceptio…

* [BugFix] - Json schema extra broken in standard models (#6212)

* Separate standard models in registry map

* fix

---------

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

* [Enhancement] Sync `reference.json` and Platform function docstring (#6211)

* obbject params stored as a list of dict

platform markdown generator processes obbject returns into a string

* process field types further

* process field type correctly

* fixed models

* mypy suggestion was sus

* updated assets and packages

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Release/3.2.5 (#6218)

* remove ultima + althub

* move twitter keys

* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* POC

* Filter by provider

* pass base_app as parameter

* add typing + TODO

* fix some typing

* Fix unit tests

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)

* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* remove Literal from providers in OBBject (#5882)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

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

* small refactor for simplification (#5886)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* Don't mention docker in a list of python envs

* Create a REST API page

* Update docs to get api keys from the hub

* Update installation instructions

* Mention requirement of poetry and toml in source installation section

* move rest page up to the top. and add url to google colab example notebook

---------

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

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

* Debug pylint

* Adjust the fetch depth

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/financials - PR for working on structure of financial statements. (#5794)

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

* add warning at top of page - instructions are for installing the Terminal app

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)

* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

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

* Fix test (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)

* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

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

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)

* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument

* Docs/excel examples (#5920)

* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

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

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

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

* Update openbb_platform/core/openbb_core/app/router.py

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

* Update openbb_platform/core/openbb_core/provider/registry.py

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

* adjustments

---------

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

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <luqazino@gmail.com>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

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

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* deprecating on 4.3 instead @the-praxs

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

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

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Final Implementation of Changelog V2 (#6050)

* Updated the release drafter to process the released changelog for OpenBB Platform

* Update release drafter configuration

* Add OpenBB Documentation Changes and Create Release

* Update process_changelog.py path in draft-release.yml

* Update release-drafter version and save changelog

* Copy changelog with python

* Update draft-release.yml to save Changelog

* Update draft-release.yml

* Encode and save Changelog to Base64

* Update Changelog saving method

* Update Changelog format

* Update CHANGELOG.md with release notes

* Fix draft release workflow

* Add cat command to print CHANGELOG.md

* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml

* Commented out config-name in release-drafter step

* Update branch name validation and process_changelog.py

* Refactor process_changelog.py to improve readability and maintainability

* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* improve discriminator logic, fix package return type docs (#6052)

* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add LLM tools example notebook (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Remove the  preference (#6055)

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

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] Add function examples to Regulators Router (#6054)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

* sec router

* cftc router

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix World News (#6064)

* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* Update USD Liquidity Example Notebook for V4

* delete some v3 text in the copperToGold

* Update README.md

* findSymbols preview image

* Google Colab preview image

* financialStatements preview

* content tsx file

* ### title

* convert tsx to json

* indent size

* double quote keys.json

* trailing commas

* Update content.json

* patch

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)

* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs

* Update branch naming guidelines link

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/charting obbject (#5938)

* fix circular import issues on the obbject extension framework

* settings available on the obbject

* extension init

* charting assets and code

* introduce to_chart functionality

* removes the to_chart method from obbject in detriment of the one from the obbject extension

* Update openbb_platform/obbject_extensions/charting/charting/__init__.py

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

* fix on the show method

* adding the example to the to_chart docstring

* copying the exsting README from charting extension - needs to be revamped

* moving to openbb_charting instead

* update the pyproject.toml file

* pydocstyle

* versions

* better docstrings

* making accessors public

* removing unnecessary credentials variable cc @montezdesousa

* removing access to extra/metadata and use designated private attrs instead

* Fixes linting for the logging service (#5992)

* lints

* typing.Type instead

* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it

* tests for the obbject charting extension

* removing charting service from command runner

* filter functions not implemented in the module

* remove charting service tests

* removing charting service on the tests for int tests

* charting integration tests

* removing charting service file

* removing old charting extension code

* revamp builder

* fix obbject tests

* fix command_runner tests

* removing openbb_figure_table

* better website docs

* reviewed readme

* unsetting api key for posthog (pywry) windows

* added debug_mode to the system settings

* removing api key

* update nightly script

* fix tests

* black

* black

* Revert "black"

This reverts commit 21d76ad689.

* Revert "black"

This reverts commit 0904653fd7.

* black for henrique

* returning a list instead

* better docstrings

* removing unnecessary indicators docstring

* typo

* black

* intentional access to protected member

* changes to publish script

* filtering deleted files

* black

* adding render argument

* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named

* adding the hability to add you own data to to_chart method

* tests

* black

* disable protected access

* accept kwargs to eg. save image

* adjustment cc Igor

* add if statement for protection

* remove unused return typing

* fix technical charting views

* better error message cc @IgorWounds

* better structure and fix test

* Revert "better structure and fix test"

This reverts commit 612ea6117c.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* Yeet tokenterminal

* Yeet crypto/onchain/hr and gwei

* yeet luna

* yeet coinglass

* yeet dps/ctb

* yeet reddit

* yeet covid

* actually not yeeting

hide yfinance future warning

* yeet options/hedge

* not yeeting.  i18n words

* something happened on accident

* still fixing

* git reset/git checkout -f 2516cfbc72 website/content

* still not sure whats going on

* Edit workflow to not look at deleted files + change bootup message

* Dont pin the workflow to my branch always lol

* Remove askobb

* [Feature]  - Comma separated string and list inputs (#6062)

* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

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

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

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

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add dates to /quantitative as needed. (#6078)

* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)

* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github…

* [Docs] - Update BYOD page (#6217)

* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* POC

* Filter by provider

* pass base_app as parameter

* add typing + TODO

* fix some typing

* Fix unit tests

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)

* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* remove Literal from providers in OBBject (#5882)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

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

* small refactor for simplification (#5886)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* Don't mention docker in a list of python envs

* Create a REST API page

* Update docs to get api keys from the hub

* Update installation instructions

* Mention requirement of poetry and toml in source installation section

* move rest page up to the top. and add url to google colab example notebook

---------

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

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

* Debug pylint

* Adjust the fetch depth

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/financials - PR for working on structure of financial statements. (#5794)

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

* add warning at top of page - instructions are for installing the Terminal app

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)

* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

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

* Fix test (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)

* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

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

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)

* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument

* Docs/excel examples (#5920)

* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

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

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

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

* Update openbb_platform/core/openbb_core/app/router.py

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

* Update openbb_platform/core/openbb_core/provider/registry.py

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

* adjustments

---------

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

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <luqazino@gmail.com>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

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

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* deprecating on 4.3 instead @the-praxs

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

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

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Final Implementation of Changelog V2 (#6050)

* Updated the release drafter to process the released changelog for OpenBB Platform

* Update release drafter configuration

* Add OpenBB Documentation Changes and Create Release

* Update process_changelog.py path in draft-release.yml

* Update release-drafter version and save changelog

* Copy changelog with python

* Update draft-release.yml to save Changelog

* Update draft-release.yml

* Encode and save Changelog to Base64

* Update Changelog saving method

* Update Changelog format

* Update CHANGELOG.md with release notes

* Fix draft release workflow

* Add cat command to print CHANGELOG.md

* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml

* Commented out config-name in release-drafter step

* Update branch name validation and process_changelog.py

* Refactor process_changelog.py to improve readability and maintainability

* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* improve discriminator logic, fix package return type docs (#6052)

* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add LLM tools example notebook (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Remove the  preference (#6055)

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

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] Add function examples to Regulators Router (#6054)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

* sec router

* cftc router

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix World News (#6064)

* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* Update USD Liquidity Example Notebook for V4

* delete some v3 text in the copperToGold

* Update README.md

* findSymbols preview image

* Google Colab preview image

* financialStatements preview

* content tsx file

* ### title

* convert tsx to json

* indent size

* double quote keys.json

* trailing commas

* Update content.json

* patch

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)

* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs

* Update branch naming guidelines link

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/charting obbject (#5938)

* fix circular import issues on the obbject extension framework

* settings available on the obbject

* extension init

* charting assets and code

* introduce to_chart functionality

* removes the to_chart method from obbject in detriment of the one from the obbject extension

* Update openbb_platform/obbject_extensions/charting/charting/__init__.py

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

* fix on the show method

* adding the example to the to_chart docstring

* copying the exsting README from charting extension - needs to be revamped

* moving to openbb_charting instead

* update the pyproject.toml file

* pydocstyle

* versions

* better docstrings

* making accessors public

* removing unnecessary credentials variable cc @montezdesousa

* removing access to extra/metadata and use designated private attrs instead

* Fixes linting for the logging service (#5992)

* lints

* typing.Type instead

* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it

* tests for the obbject charting extension

* removing charting service from command runner

* filter functions not implemented in the module

* remove charting service tests

* removing charting service on the tests for int tests

* charting integration tests

* removing charting service file

* removing old charting extension code

* revamp builder

* fix obbject tests

* fix command_runner tests

* removing openbb_figure_table

* better website docs

* reviewed readme

* unsetting api key for posthog (pywry) windows

* added debug_mode to the system settings

* removing api key

* update nightly script

* fix tests

* black

* black

* Revert "black"

This reverts commit 21d76ad689.

* Revert "black"

This reverts commit 0904653fd7.

* black for henrique

* returning a list instead

* better docstrings

* removing unnecessary indicators docstring

* typo

* black

* intentional access to protected member

* changes to publish script

* filtering deleted files

* black

* adding render argument

* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named

* adding the hability to add you own data to to_chart method

* tests

* black

* disable protected access

* accept kwargs to eg. save image

* adjustment cc Igor

* add if statement for protection

* remove unused return typing

* fix technical charting views

* better error message cc @IgorWounds

* better structure and fix test

* Revert "better structure and fix test"

This reverts commit 612ea6117c.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* Yeet tokenterminal

* Yeet crypto/onchain/hr and gwei

* yeet luna

* yeet coinglass

* yeet dps/ctb

* yeet reddit

* yeet covid

* actually not yeeting

hide yfinance future warning

* yeet options/hedge

* not yeeting.  i18n words

* something happened on accident

* still fixing

* git reset/git checkout -f 2516cfbc72 website/content

* still not sure whats going on

* Edit workflow to not look at deleted files + change bootup message

* Dont pin the workflow to my branch always lol

* Remove askobb

* [Feature]  - Comma separated string and list inputs (#6062)

* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

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

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

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

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add dates to /quantitative as needed. (#6078)

* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)

* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Add `except…

* Remove terminal CI actions (#6221)

* remove ultima + althub

* move twitter keys

* Build + remove v3 docs

* Delete terminal lints

* Remove builds + remove terminal nightly

* more builds + website gen

* more terminal actions

* [Feature] Intrinio ETF Price Performance (#6220)

* remap to etf router

* add the intrinio files this time

* update standard model

* the rest of the changes

* static files

* black

* pylint

* test thing

* black

* fix test?

* try another way?

* ruff

* maybe?

* new cassette?

* Remove old tests (#6222)

* remove ultima + althub

* move twitter keys

* Remove old tests

* add Intrinio ETF Holdings (#6208)

* Update the main README (#6225)

* remove ultima + althub

* move twitter keys

* README update

* html was overkill

* [Enhancement] Adding an interface to read the reference (#6224)

* unused constant

* reference loader class

* making the reference loader available through the coverage

* adding unit tests

* using the setup and teardown

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Volatility Cones Chart (#6226)

* add volatility cones to charting extension

* test params

* [Docs] Refactor Contributing Section Of Docs (#6173)

* development index

* refactor development section of documentation

* codespell

* add template zip file

* fixing

* update changed syntax

* dependency thing

* fix sentence

* review edits, add_toolkit_extension

* Add ZIp file

* headtitle

* couple more things

* codespell

* fix sentence

* url fix

* review updates

* forgot one file in the commit

* syntax updates

* json file

* more syntax things

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Docs] Add Streamlit News Dashboard To Examples (#6158)

* add streamlit news dashboard example

* black

* ruff

* now black again

* import block?

* ruff puts it back to exactly how it was before

* try running linters again

* noqa it is

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] Add Charts For FRED Series (#6234)

* add fred_series charts

* pylint

* [Feature] Add Intrinio to `obb.equity.market_snapshots()` (#6232)

* add intrinio to equity market snapshots

* field definitions

* map date

* static files

* black

* date check

* test cassette

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Merge Fix FMP Intraday (#6229) From Main (#6235)

* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* POC

* Filter by provider

* pass base_app as parameter

* add typing + TODO

* fix some typing

* Fix unit tests

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)

* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* remove Literal from providers in OBBject (#5882)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

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

* small refactor for simplification (#5886)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* Don't mention docker in a list of python envs

* Create a REST API page

* Update docs to get api keys from the hub

* Update installation instructions

* Mention requirement of poetry and toml in source installation section

* move rest page up to the top. and add url to google colab example notebook

---------

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

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

* Debug pylint

* Adjust the fetch depth

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/financials - PR for working on structure of financial statements. (#5794)

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

* add warning at top of page - instructions are for installing the Terminal app

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)

* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

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

* Fix test (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)

* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

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

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)

* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument

* Docs/excel examples (#5920)

* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

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

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

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

* Update openbb_platform/core/openbb_core/app/router.py

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

* Update openbb_platform/core/openbb_core/provider/registry.py

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

* adjustments

---------

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

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <luqazino@gmail.com>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

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

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* deprecating on 4.3 instead @the-praxs

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

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

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Final Implementation of Changelog V2 (#6050)

* Updated the release drafter to process the released changelog for OpenBB Platform

* Update release drafter configuration

* Add OpenBB Documentation Changes and Create Release

* Update process_changelog.py path in draft-release.yml

* Update release-drafter version and save changelog

* Copy changelog with python

* Update draft-release.yml to save Changelog

* Update draft-release.yml

* Encode and save Changelog to Base64

* Update Changelog saving method

* Update Changelog format

* Update CHANGELOG.md with release notes

* Fix draft release workflow

* Add cat command to print CHANGELOG.md

* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml

* Commented out config-name in release-drafter step

* Update branch name validation and process_changelog.py

* Refactor process_changelog.py to improve readability and maintainability

* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* improve discriminator logic, fix package return type docs (#6052)

* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add LLM tools example notebook (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Remove the  preference (#6055)

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

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] Add function examples to Regulators Router (#6054)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

* sec router

* cftc router

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix World News (#6064)

* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* Update USD Liquidity Example Notebook for V4

* delete some v3 text in the copperToGold

* Update README.md

* findSymbols preview image

* Google Colab preview image

* financialStatements preview

* content tsx file

* ### title

* convert tsx to json

* indent size

* double quote keys.json

* trailing commas

* Update content.json

* patch

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)

* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs

* Update branch naming guidelines link

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/charting obbject (#5938)

* fix circular import issues on the obbject extension framework

* settings available on the obbject

* extension init

* charting assets and code

* introduce to_chart functionality

* removes the to_chart method from obbject in detriment of the one from the obbject extension

* Update openbb_platform/obbject_extensions/charting/charting/__init__.py

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

* fix on the show method

* adding the example to the to_chart docstring

* copying the exsting README from charting extension - needs to be revamped

* moving to openbb_charting instead

* update the pyproject.toml file

* pydocstyle

* versions

* better docstrings

* making accessors public

* removing unnecessary credentials variable cc @montezdesousa

* removing access to extra/metadata and use designated private attrs instead

* Fixes linting for the logging service (#5992)

* lints

* typing.Type instead

* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it

* tests for the obbject charting extension

* removing charting service from command runner

* filter functions not implemented in the module

* remove charting service tests

* removing charting service on the tests for int tests

* charting integration tests

* removing charting service file

* removing old charting extension code

* revamp builder

* fix obbject tests

* fix command_runner tests

* removing openbb_figure_table

* better website docs

* reviewed readme

* unsetting api key for posthog (pywry) windows

* added debug_mode to the system settings

* removing api key

* update nightly script

* fix tests

* black

* black

* Revert "black"

This reverts commit 21d76ad689.

* Revert "black"

This reverts commit 0904653fd7.

* black for henrique

* returning a list instead

* better docstrings

* removing unnecessary indicators docstring

* typo

* black

* intentional access to protected member

* changes to publish script

* filtering deleted files

* black

* adding render argument

* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named

* adding the hability to add you own data to to_chart method

* tests

* black

* disable protected access

* accept kwargs to eg. save image

* adjustment cc Igor

* add if statement for protection

* remove unused return typing

* fix technical charting views

* better error message cc @IgorWounds

* better structure and fix test

* Revert "better structure and fix test"

This reverts commit 612ea6117c.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* Yeet tokenterminal

* Yeet crypto/onchain/hr and gwei

* yeet luna

* yeet coinglass

* yeet dps/ctb

* yeet reddit

* yeet covid

* actually not yeeting

hide yfinance future warning

* yeet options/hedge

* not yeeting.  i18n words

* something happened on accident

* still fixing

* git reset/git checkout -f 2516cfbc72 website/content

* still not sure whats going on

* Edit workflow to not look at deleted files + change bootup message

* Dont pin the workflow to my branch always lol

* Remove askobb

* [Feature]  - Comma separated string and list inputs (#6062)

* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

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

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

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

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add dates to /quantitative as needed. (#6078)

* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)

* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* …

* fix: broken signature typing (#6238)

* [Feature] - Warn if inexistent kwargs (#6236)

* feat: warn if wrong kwargs

* fix: remove query test

* fix: add tests and fix bug

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Allow kwargs on POST endpoints (#6240)

* [BugFix] Return FMP Error Messages (#6237)

* response callback and equity quote

* merge branch develop

* fix some more

* static files

* test param

* executive comp

* some more fetchers

* test cassette

* black

* another one

* some more

* etf equity exposure

* price_performance

* black

* ruff

* test params

* more test params

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] No event loop when exporting images (#6249)

* duplicated warning

* if the event loop was closed - create a new one to process the image

* [BugFix] - Bring back mypy (#6242)

* first batch

* another

* another

* another batch unyped defs

* final untyped defs

* update yml

* pylint

* remove unecessary __init__.py files

* Revert "remove unecessary __init__.py files"

This reverts commit 5977eccfee.

* fix company_news typing

* rename func

* fix tests

* tests

* [BugFix] - Fix integration tests workflow file (#6251)

* update wf file

* Update platform-api-integration-test.yml

* [BugFix] - Untyped variadic keyword arguments break during execution (#6250)

* fix: ensure var_kw args come last in signatures

* remove package builder change

* Update package_builder.py

* fix: warn only when ExtraParams

* track VAR_KEYWORD

* minor fix

* type Any if no type provided

* minor fix

* fix test

* fix: _as_dict

* ruff

* update reorder_params unit test

* update func default and tests

* typing

* update comment

* update comment

* rename var

* Update command_runner.py

---------

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

* update website to remove the main menu from pro level (#6244)

Co-authored-by: Andrew <andrew.kenreich@gmail.com>

* [Enhancement] - Cleanup docs (#6254)

* Delete reference and data_models contents

* Update gitignore

* update contributing section (#6255)

* Build the static assets before generating markdown files (#6257)

* [Docs] Break Out Usage Section In Docs Pages (#6258)

* break out the Usage section in docs pages

* codespell

* fix: move extra_params warning to query.py (#6259)

* [BugFix] - multiple items allowed in provider parameters (#6256)

* fix extra multiple items in extra parameters

* fix: integration test + parametrized typing

* rebuild

* fix charting tests (#6262)

* [Bugfix] - Test parametrize skips charting tests (#6264)

* don't skipt charting tests

* multiples does not have a charting implementation

* fix list index out of range

* mypy

* mypy

* mypy ta class + base

* indicators mypy

* sync precommit with ci

* sync ci with precommit

* revert

* revert

* mypy indicators

* fix mypy

* fix hastype

* type ignore

* mypy

* mypy

* mypy

* does this work?

* remove post inits

* this

* this

* and this

---------

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

* [Bugfix] Removes Charting Integration Test For Chart That Doesn't Exist (#6265)

* Remove a test for a chart that doesn't exist.

* black

* [BugFix] yFinance ETF Info: Try Different Field When Missing fundInceptionDate (#6260)

* try different field when missing the inceptionDate

* wrap that in try-except

* pylint

* make Excel templates downloadable from docs (#6270)

* [Release] 4.1.6 (#6266)

* fixing integration tests

* adding reference to the docstring

* fix: docstring examples test + mypy

* remove spaces

* parse Volume column to float do avoid sorting issues

* rebuild

* release changes

* lock openbb

* remove unused script

* fix broken links

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* [Git] - Sync main dev (#6276)

* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* POC

* Filter by provider

* pass base_app as parameter

* add typing + TODO

* fix some typing

* Fix unit tests

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)

* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* remove Literal from providers in OBBject (#5882)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

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

* small refactor for simplification (#5886)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* Don't mention docker in a list of python envs

* Create a REST API page

* Update docs to get api keys from the hub

* Update installation instructions

* Mention requirement of poetry and toml in source installation section

* move rest page up to the top. and add url to google colab example notebook

---------

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

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

* Debug pylint

* Adjust the fetch depth

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/financials - PR for working on structure of financial statements. (#5794)

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

* add warning at top of page - instructions are for installing the Terminal app

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)

* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

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

* Fix test (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)

* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

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

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)

* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument

* Docs/excel examples (#5920)

* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

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

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

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

* Update openbb_platform/core/openbb_core/app/router.py

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

* Update openbb_platform/core/openbb_core/provider/registry.py

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

* adjustments

---------

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

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <luqazino@gmail.com>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

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

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* deprecating on 4.3 instead @the-praxs

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

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

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Final Implementation of Changelog V2 (#6050)

* Updated the release drafter to process the released changelog for OpenBB Platform

* Update release drafter configuration

* Add OpenBB Documentation Changes and Create Release

* Update process_changelog.py path in draft-release.yml

* Update release-drafter version and save changelog

* Copy changelog with python

* Update draft-release.yml to save Changelog

* Update draft-release.yml

* Encode and save Changelog to Base64

* Update Changelog saving method

* Update Changelog format

* Update CHANGELOG.md with release notes

* Fix draft release workflow

* Add cat command to print CHANGELOG.md

* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml

* Commented out config-name in release-drafter step

* Update branch name validation and process_changelog.py

* Refactor process_changelog.py to improve readability and maintainability

* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* improve discriminator logic, fix package return type docs (#6052)

* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add LLM tools example notebook (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Remove the  preference (#6055)

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

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] Add function examples to Regulators Router (#6054)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

* sec router

* cftc router

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix World News (#6064)

* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* Update USD Liquidity Example Notebook for V4

* delete some v3 text in the copperToGold

* Update README.md

* findSymbols preview image

* Google Colab preview image

* financialStatements preview

* content tsx file

* ### title

* convert tsx to json

* indent size

* double quote keys.json

* trailing commas

* Update content.json

* patch

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)

* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs

* Update branch naming guidelines link

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/charting obbject (#5938)

* fix circular import issues on the obbject extension framework

* settings available on the obbject

* extension init

* charting assets and code

* introduce to_chart functionality

* removes the to_chart method from obbject in detriment of the one from the obbject extension

* Update openbb_platform/obbject_extensions/charting/charting/__init__.py

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

* fix on the show method

* adding the example to the to_chart docstring

* copying the exsting README from charting extension - needs to be revamped

* moving to openbb_charting instead

* update the pyproject.toml file

* pydocstyle

* versions

* better docstrings

* making accessors public

* removing unnecessary credentials variable cc @montezdesousa

* removing access to extra/metadata and use designated private attrs instead

* Fixes linting for the logging service (#5992)

* lints

* typing.Type instead

* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it

* tests for the obbject charting extension

* removing charting service from command runner

* filter functions not implemented in the module

* remove charting service tests

* removing charting service on the tests for int tests

* charting integration tests

* removing charting service file

* removing old charting extension code

* revamp builder

* fix obbject tests

* fix command_runner tests

* removing openbb_figure_table

* better website docs

* reviewed readme

* unsetting api key for posthog (pywry) windows

* added debug_mode to the system settings

* removing api key

* update nightly script

* fix tests

* black

* black

* Revert "black"

This reverts commit 21d76ad689.

* Revert "black"

This reverts commit 0904653fd7.

* black for henrique

* returning a list instead

* better docstrings

* removing unnecessary indicators docstring

* typo

* black

* intentional access to protected member

* changes to publish script

* filtering deleted files

* black

* adding render argument

* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named

* adding the hability to add you own data to to_chart method

* tests

* black

* disable protected access

* accept kwargs to eg. save image

* adjustment cc Igor

* add if statement for protection

* remove unused return typing

* fix technical charting views

* better error message cc @IgorWounds

* better structure and fix test

* Revert "better structure and fix test"

This reverts commit 612ea6117c.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* Yeet tokenterminal

* Yeet crypto/onchain/hr and gwei

* yeet luna

* yeet coinglass

* yeet dps/ctb

* yeet reddit

* yeet covid

* actually not yeeting

hide yfinance future warning

* yeet options/hedge

* not yeeting.  i18n words

* something happened on accident

* still fixing

* git reset/git checkout -f 2516cfbc72 website/content

* still not sure whats going on

* Edit workflow to not look at deleted files + change bootup message

* Dont pin the workflow to my branch always lol

* Remove askobb

* [Feature]  - Comma separated string and list inputs (#6062)

* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

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

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

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

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add dates to /quantitative as needed. (#6078)

* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)

* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Add `exception_h…

* [Feature] - Auto-build test (#6271)

* Auto-build test

* Mark

* [BugFix] Typo on `openbb-quantitative` readme (#6272)

* typo on qa readme

* typo on qa readme

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add pull_request trigger for release branches in API Integration Tests workflow (#6278)

* fix: serialize response before fastapi (#6279)

* [Feature] - Annotated results (#6282)

* feat: pass metadata through AnnotatedData

* fix: typing

* fix: rename AnnotatedData to AnnotatedResult

* fix: mypy

* [Feature]  - Merge reference.json and extension_map.json, plus documentation generator fixes (#6268)

* Merge reference.json and extension_map.json

* feat: check all packages are built and installed

* rebuild

* fix

* small fix

* Update package_builder.py

* move core into info

* move extensions into info

* fix test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* update example notebook syntax for metadata change (#6287)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add Forward Sales and EPS Estimates (#6269)

* add intrinio forward estimates

* decorators

* mypy

* better sentence for descriptions

* black

* mypy

* review things

* update field

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Router descriptions (#6288)

* First try

* add routers to reference.json

* fix apploader

* add some router descriptions

* rebuild

* remove pydocstyle fixes

* minor fix

* docstring

* new descriptions

* undo sub routers

---------

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

* Updated docs again (#6289)

* [BugFix] - Fix nested router descriptions (#6292)

* fix: get_routers

* keep previous structure

* rebuild

* opt

* rename var

* simpler

* ^

* [Feature] Adding interactive tables (#6290)

* fix table html for charting extension

* handling tables

* fixes and maing linting happy

* reset index and route as default title

* drop "index" column and temp workaround for "provider" column that breaks charts.

* text overload

* only drop range index

* better to do it on table.html

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [BugFix] Fix the multiple items check (#6294)

* check for multiple items when no info

* check for , and ; only if it's a str

---------

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

* [HotFix] Add ETF holdings data param to Intrinio (#6293)

* add etf holdings date param

* static files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] - PyDocstyle Compliant (#6284)

* PyDocstyle Compliant batch 1

* Batch 2

* Batch 3

* Batch 4

* Batch 5

* Batch 6

* Batch 7

* Linting

* MyPy

* mypy things

* black

* more mypy

* black

* fix that

* black again

* undo that

* Fix error message

* pylint

---------

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

* [BugFix] Handling negative timestamps on Windows (#6298)

* safe fromtimestamp

* sage timestamp convertion on equity profile

---------

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

* [Enhancement] Improve Charting Extension Plots and Indicators (#6243)

* improve historical prices charts

* ruff

* correction in docstring.

* forgot crypto in the router

* pylint

* that one shouldn't have changed.

* pylint again

* and black

* add flag for heikin_ashi

* better kwarg

* ruff

* tests

* update warnings catch

* ruff

* pylint

* don't cast warning when parameter is 'chart_params'

* chart params

* start backend only when the chart is about the be created

* get_params

* add generic line chart method for unsupported endpoints and external data

* return None when render

* query params

* don't add volume to candle legend

* better moving averages

* commit some updates

* add the __init__ file..

* exception handling

* generic charts style

* forgot to remove that print statement

* codespell

* generic bar charts

* group bar charts

* don't raise params warning when 'chart_params' in extra_params

* price performance chart

* black

* ruff

* typing things

* etf price performance chart

* don't warn when 'chart_params' exists

* black

* pylint

* pylint

* pylint

* mypy

* black

* etf holdings chart

* mypy

* bar charts for fred

* pylint

* some review things

* codespell

* pylint

* apply metadata update

* unused import

* typing things

* ruff

* weird title thing

* docstring

* backend syntax

* black

* pylint

* duplicated imports outside of top level

* start backend in constructor

* more linters

* now black

* more linter

* update warning ignore line

* Charting class doctstring

* indicator edge case

* pylint

* that was annoying

* forgot macd indicators query params

* kc default setting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>

* [BugFix]  `json_schema_extra` getting overridden (#6300)

* fix json_schema_extra getting overriden

* keeping it as it was

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* undocumented benzinga fields in response (#6304)

* [BugFix] Fix yFinance end_date filter when not intraday. (#6302)

* fix filtering by date

* timedelta as minutes

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix metadata creation (#6306)

* fix metadata creation

* fix metadata creation

* adapt tests

* adapt tests

* adapt tests

---------

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

* [BugFix] - Provider is added to every response item (#6305)

* Exclude provider and don't model_dump

* still missing docstrings

* undo package changes

* minor fix

* mypy

* minor fix

* cleaner

* private var

* docstring

* docstrings

* add package builder tests

* ruff

* rename

* rename

* update tests

* minor fix

* fix test

* handle docstring edge cases

* test

* [BugFix] Fixes the API (#6309)

* stops the API from breaking.

* black

* whitespace.

* [Feature] - Update credential filters to v4 (#5949)

* update cred filters to v4

* ignore v3 key if v4 is there already

* add comment + unit test

* update hub state instead of replacing

* remove unused file

* fix unittests

* ruff

* add comment

* remove lc

* black

* comment

* comment

* comment

* comment

* send warning if v3 keys found

* tradier v3

* keep v3 intact

* better

* unit test + minor fixes

* cleaner

* comment

* sorted

* remove unecessary class

* remove ultima from v3tov4 map

* unit test v3tov4 map

* unit test v3tov4 map

* unit test v3tov4 map

* providers.json

* ^

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add single widgets public endpoints examples (#6312)

* Add single widgets public endpoints examples

* add couple more examples

* imrpove documentation

* update with video

* [BugFix] Charts: Fix Legend & Title Crowding in Jupyter (#6316)

* better jupyter legend

* add that to the commit

* [BugFix] Chunk FMP Price Performance URL For Large Lists (#6317)

* chunk price performance url

* black

* recapture fmp tests

* fix tests

* type

* remove terminal related artifacts from build folder (#6307)

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Replace Platform Docker File. (#6321)

* api.dockerfile

* move Rust install

* add rust to PATH

* Install dev tools

* no -e

* Fix build failing for router-only extensions with no standard models (#6324)

* [BugFix] Add Missing require_credentials=False In Nasdaq Fetchers (#6320)

* missing require_credentials=False

* pylint disable unused argument

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Adding safe timestamp conversion everywhere  (#6299)

* safe fromtimestamp

* sage timestamp convertion on equity profile

* safe fromtimestamp

* fix imports

* Lint

* Force UTC Currency Snapshots

* Add that to market_snapshots too.

* black

* ignoring some typing

* ignoring some typing

* typing

* typing

* typing

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [Docs] Charting Documentation (#6303)

* start to charting docs

* Add images to landing page

* Add images to indicators

* codespell

* add some examples

* Add screenshots

* codespell

* missing image

* [Feature] - LLM mode (#6308)

* LLM mode

* Docstring truncation

* Preferences

* Output type

* use settings instead? (#6314)

* Refactor with @montezdesousa

* fix test

* fix: max length type

* field descriptions

* try with FieldInfo

* ugly...

* partial

* override FieldInfo __repr__

* typing

* separate model_config

* rename OpenBBCustomParameter to OpenBBField

* lint

* pydocstyle

* don't include choices if no choices

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* [Feature] Add Relative Rotation To `openbb-technical` and `openbb-charting` (#6277)

* add relative rotation

* router examples

* docstring

* test params

* black

* name of test functions

* router example description

* fix NoneType is not iterable

* clear print

* linting

* black

* revert that one place, it can stay None

* forgot that file in the commit

* some cleanup

* improving the get_type_name funciton a bit

* query_params types

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* [Release] 4.1.7 (#6325)

* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <me@tehcoderer.com>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a2473.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* POC

* Filter by provider

* pass base_app as parameter

* add typing + TODO

* fix some typing

* Fix unit tests

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)

* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* remove Literal from providers in OBBject (#5882)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

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

* small refactor for simplification (#5886)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* Don't mention docker in a list of python envs

* Create a REST API page

* Update docs to get api keys from the hub

* Update installation instructions

* Mention requirement of poetry and toml in source installation section

* move rest page up to the top. and add url to google colab example notebook

---------

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

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

* Debug pylint

* Adjust the fetch depth

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/financials - PR for working on structure of financial statements. (#5794)

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

* add warning at top of page - instructions are for installing the Terminal app

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)

* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

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

* Fix test (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)

* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

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

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)

* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument

* Docs/excel examples (#5920)

* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

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

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

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

* Update openbb_platform/core/openbb_core/app/router.py

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

* Update openbb_platform/core/openbb_core/provider/registry.py

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

* adjustments

---------

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

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <luqazino@gmail.com>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

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

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* deprecating on 4.3 instead @the-praxs

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

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

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Final Implementation of Changelog V2 (#6050)

* Updated the release drafter to process the released changelog for OpenBB Platform

* Update release drafter configuration

* Add OpenBB Documentation Changes and Create Release

* Update process_changelog.py path in draft-release.yml

* Update release-drafter version and save changelog

* Copy changelog with python

* Update draft-release.yml to save Changelog

* Update draft-release.yml

* Encode and save Changelog to Base64

* Update Changelog saving method

* Update Changelog format

* Update CHANGELOG.md with release notes

* Fix draft release workflow

* Add cat command to print CHANGELOG.md

* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml

* Commented out config-name in release-drafter step

* Update branch name validation and process_changelog.py

* Refactor process_changelog.py to improve readability and maintainability

* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* improve discriminator logic, fix package return type docs (#6052)

* improve discriminator logic, fix package return type docs

* Update registry_map.py

* build package

* Update registry_map.py

* defaults

* Update registry_map.py

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Add LLM tools example notebook (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Remove the  preference (#6055)

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

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Enhancement] Add function examples to Regulators Router (#6054)

* options router

* fixedincome router

* futures router

* missing comma

* static assets

* futures router

* sec router

* cftc router

* black

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fix World News (#6064)

* fix fmp

* fix intrinio

* fix biztoc

* actually commit intrinio fix

* fix tiingo

* unused import

* fix tests

* black

* ruff

* benzinga empty strings

* codespell

* fix test?

* more empty strings

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* Update USD Liquidity Example Notebook for V4

* delete some v3 text in the copperToGold

* Update README.md

* findSymbols preview image

* Google Colab preview image

* financialStatements preview

* content tsx file

* ### title

* convert tsx to json

* indent size

* double quote keys.json

* trailing commas

* Update content.json

* patch

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)

* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs

* Update branch naming guidelines link

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Feature/charting obbject (#5938)

* fix circular import issues on the obbject extension framework

* settings available on the obbject

* extension init

* charting assets and code

* introduce to_chart functionality

* removes the to_chart method from obbject in detriment of the one from the obbject extension

* Update openbb_platform/obbject_extensions/charting/charting/__init__.py

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

* fix on the show method

* adding the example to the to_chart docstring

* copying the exsting README from charting extension - needs to be revamped

* moving to openbb_charting instead

* update the pyproject.toml file

* pydocstyle

* versions

* better docstrings

* making accessors public

* removing unnecessary credentials variable cc @montezdesousa

* removing access to extra/metadata and use designated private attrs instead

* Fixes linting for the logging service (#5992)

* lints

* typing.Type instead

* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it

* tests for the obbject charting extension

* removing charting service from command runner

* filter functions not implemented in the module

* remove charting service tests

* removing charting service on the tests for int tests

* charting integration tests

* removing charting service file

* removing old charting extension code

* revamp builder

* fix obbject tests

* fix command_runner tests

* removing openbb_figure_table

* better website docs

* reviewed readme

* unsetting api key for posthog (pywry) windows

* added debug_mode to the system settings

* removing api key

* update nightly script

* fix tests

* black

* black

* Revert "black"

This reverts commit 21d76ad689.

* Revert "black"

This reverts commit 0904653fd7.

* black for henrique

* returning a list instead

* better docstrings

* removing unnecessary indicators docstring

* typo

* black

* intentional access to protected member

* changes to publish script

* filtering deleted files

* black

* adding render argument

* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named

* adding the hability to add you own data to to_chart method

* tests

* black

* disable protected access

* accept kwargs to eg. save image

* adjustment cc Igor

* add if statement for protection

* remove unused return typing

* fix technical charting views

* better error message cc @IgorWounds

* better structure and fix test

* Revert "better structure and fix test"

This reverts commit 612ea6117c.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878.

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* Yeet tokenterminal

* Yeet crypto/onchain/hr and gwei

* yeet luna

* yeet coinglass

* yeet dps/ctb

* yeet reddit

* yeet covid

* actually not yeeting

hide yfinance future warning

* yeet options/hedge

* not yeeting.  i18n words

* something happened on accident

* still fixing

* git reset/git checkout -f 2516cfbc72 website/content

* still not sure whats going on

* Edit workflow to not look at deleted files + change bootup message

* Dont pin the workflow to my branch always lol

* Remove askobb

* [Feature]  - Comma separated string and list inputs (#6062)

* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

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

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

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

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* add regional data endpoint from FRED

* codespell

* ruff

* sort imports

* add provder='fred' to integration test

* thought I already sorted those imports..

* pylint..

* more test params....

* even more test params...

* even more test params....

* static assets

* reconfigure params

* ruff

* alias dict

* recapture cassette

* router doctstring

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* static assets

* patch version increase

* core update

* bumping versions

* bump finviz version

* bump versions

* bump versions on package.extension

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Add dates to /quantitative as needed. (#6078)

* Add dates to /quantitative as needed.

Run new black

* Fix tests

* Pycharm is weird sometimes

* uncommit

* Add default window + error handling + mistake

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)

* add etf.equity_exposure from FMP

* empty data error

* recapture cassette

* pylint unused argument

* Fix router example typo

* fix test...?

* static file to fix test?

* fix test..?

* __json_schema_extra__

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] - Add `exception_handler…

* Re update excel docs (#6329)

* [Feature] EconDB Provider Extension With New Economy Endpoints. (#6313)

* economy router

* router endpoints

* update available_indicators

* add econdb provider extension

* black

* fetcher test

* country description

* recapture tests and router examples

* black

* codespell

* codespell skip

* codespell skip...?

* use . instead of * in codespell.skip?

* this is supposed to skip the file from codespell

* try another thing for codespell

* unused import

* pylint

* doc page example - df.filter needs axis

* unused argument

* more pylint

* mypy

* insert image to doc page

* recapture test

* description

* mypy

* Update .codespell.skip

* black

* linting..

* more linters

* black

* init docstring

* static files

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Sync ruff in dev_tool with openbb_core (#6331)

* add currency snapshots from polygon (#6333)

* [Feature] Async SEC (#6319)

* async sec

* linters

* pylint

* annotated results etf holdings

* black

* pylint doesn't always know best

* form_type

* unused import

* test things

* black

* ruff

* more test params

* ?

* think this does it

* json schema extra

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Warn limit number of countries in TE request (#6334)

* limit number of countries in TE request

* const

* disable=unused-argument

* warn and info when countries above 28

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Intrinio News (#6336)

* add default=None

* patch intrinio news

* pylint

* mypy

* no need to assign articles var before len

* more pylint

* other assignment

* Summarize Changelog (#6335)

* rename the summarize changelog file (#6338)

* Add pip install requests openai to the workflow file (#6341)

* [BugFix] Intrinio Balance Sheet Period (#6343)

* fix period

* remove validator because pytest doesn't know what to do

* Move files used in gh actions from root (#6346)

* Move files used in gh actions from root

* keep this

* pydocstyle

* ^

* fix: relative path, os independent

* use relative root path

* ^

* move noxfile.py to .github/scripts

* remove flag

* [Feature] OpenBB Platform CLI (#5302)

* rename sdk_token to pat to follow hub convention

* black

* move OpenBBError class to error model

* add OBBject class docstring

* pylint

* add futures to app docstring

* Linting

* Fix chart-related mypy errors. Co-Author: ’hjoaquim’

* Fix more mypy warnings

* Build static

* MyPy improvements

* move get_branch request to logging_settings (#5348)

* move get_branch request to logging_settings

* black

* add todo

* Revert "add todo"

This reverts commit 7e3af83e3d.

* add todo

* Update logging_settings.py

* mac/linux install script python output suppressed

* rename .settings to .user for consistency

* update readme

* update readme

* Linting

* Linting and improvements

* Regenerate static files

* Snake_case, mypy, typing, improvements. | Co-Author: montezdesousa

* Rebuild

* Revert Fetcher

* better cpi

* Snake case

* fixes: major_indices_eod for intraday,  optional company_overview atrs

* Feature/remove unncessary stuff (#5346)

* removing the journal service from the command_runner

* remove the journal service and fix tests

* removing journal from the command_runner

* removing journal entry references and adding optional metadata

* rebuilding static assets

* removing all references to journal entry

* removing all references to journal and journal repository

* removing journal query references

* restructuring the command runner

* fix argument mismatch and settings to user mismatch

* dropping command runner session

* re generation of static assets

* ruff n black

* removing introduced bug

* removing duplicate reference due to merging

* 3.8 compatible static assets

* changing the way we deal with erros - removing the Error model

* removing unncessary filters

* fixing tests

* regenerating static assets

* remving mongodb references from user service

* remving mongodb references

* updating dependencies with removed pymongo

* updating dependencies with removed pymongo

* removing useless call

* fix typo

* ruff

* fixing tests

* ruff

* removing leftovers

* making registry map 3.8 compatible

* static assets

* ruff

* Hotfix/squeeze import (#5358)

* remove commit_hash and branch references

* lazy load stats, scipy, pandas_ta

* black & ruff

* adding commithash back to log prefix

* fix test

---------

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

* .user got lost in merge

* improve __repr__ for sdk classes

* changing posthog project key (#5362)

* Linting and improvements

* Rebuild QA

* fix py38 + metadata ref in docstrings

* doc ident

* restore qa

* update readme: remove journal

* doc detail

* disable black in App docstring

* update readme: command execution

* ruff

* remove run_in_isolation: cannot pickle nested classes

* remove outdated dir openbb_sdk

* outdated workflow

* update ruff

* dependency related changes

* using model validator instead

* adjustments to the system model

* minor adjustments

* revert all changes on stocks controller

* working historical price

* controller_builder file

* process class recursivly

* adding translators prop

* poc with platform as a menu and as command

* paths feature

* adding subcontrollers

* offline access

* menu text as obj variable

* adjustments

* move help to base class; print tables using rich table (for now); clear the choices for better autocompletion

* introducing the platform controller factory

* remove unnecessary file

* revert changes to files

* dinamically generate platform menus

* generated platform commands

* poetry lock

* fix for literals and choices

* adjustments - recursive iteration only if it's a class

* router name should be lower() to match the class processor

* deps

* better output

* handling base models

* comment call_news

* Feature/v4 deprecate everything (#6113)

* comment call_news

* remove news

* remove keys controller

* remove settings controller

* remove ta forex

* remove qa economy

* remove ta stocks

* remove qa stocks

* remove fa stocks

* remove ins stocks

* remove gov stocks

* remove dps stocks

* remove ba stocks

* remove bt stocks

* remove stocks

* remove stocks base controller class

* ruff

* remove qa forex

* remove oanda

* remove forex

* remove forex

* remove forex

* remove mention to fx_tickers

* remove ta crypto

* remove qa crypto

* remove dd crypto

* remove crypto controller

* remove crypto references

* remove economy controller

* remove economy folder

* remoe etf controller

* remove reports controller

* remove dashboards controller

* remove alt controller

* rmeove etf files

* remove alt files

* remove custom reports

* remove dashboard files

* remove econometrics controller

* remove forecast controller

* remove reports files

* remove forecast files

* remove econometrics files

* remove portfolio

* remove futures

* remove fixedincome

* remove funds

* remove sdk and common

* remove all from init

* remove reference to ipykernel

* remove reference to ta_helpers

* remove reference to ta_helpers

* cleanup

* adjustments to choices

* remove old sdk generator

* remove mention to dashboards

* ruff

* cleanup

* remove logging infra

* remove decorators

* remove sdk audit

* remove tought of the day

* remove tought of the day

* fix commands andmenus choices

* fixing lints

* ruffs

* remove old tests

* deps trim

* using container as condition for recursion

* remove unnecessary dependencies

* move dep to better section

* python versions

* poetry lock

* better custmo annotations

* handling properties

* handling edge cases: no func_doc and when signarute doesn't match type hints (self)

* reverting treating models as props

* provider groups

* comment debug stuff

* Revert "comment debug stuff"

This reverts commit f0a86f04a8.

* comment debug stuff

* little adjustment for annotated types

* injecting the reference to make the custom argument groups available

* comments

* custom model_dump to drop choices

* deprecated

* remove update option

* remove update

* remove translations

* remove account controller

* command descriptions

* menu descriptions

* removing interactive tables

* limit the number of columns and rows

* menu descriptions

* show indexes

* More cleanups (#6245)

* renames

* remove .init files

* remove unused files

* remove session stuff

* remove session and sources stuff

* remove unused models

* remove sdk session

* remove charting infra

* remove charting stuff but allow console style

* updates in models

* raise directly

* call terminal directly and remove artifacts

* remove reference to sources

* remove reference to source arg

* remove reference to source arg

* remove unused stuff

* remove screenshot and raise directly

* remove unnecessary helper classes

* update the config file

* remove references to old charting infra

* call terminal directly

* update deps

* make user always local for now

* rename to CLI

* ruff

* export options

* export functionality

* update rich

* update example routine

* fix issues with queue

* temporary workaround for username

* deprecate main menu commands

* deprecate commands and remove unused stuff

* deprecate commands and remove unused stuff

* deprecate commands and remove unused stuff

* adjustments and cleanups

* routines syncing w hub

* small adjustments to point to the right instance

* whoami

* custom terminal style

* adjustments related to preferences

* deprecate stuff

* rename terminal style

* deprecate more things

* more deprecation

* more adjustments

* current settings - deprecating preferences, user and system

* terminal settings

* revmap custom terminal settings

* cli version

* ruff

* black

* linting fixes

* happy mypy

* ruff

* remove old terminal build files

* remove devcontainer

* update dependencies

* trim commands and its descriptions

* better warnings

* remove commands and menus str and show warnings if dev mode

* get command descriptions from the translators instead

* Add username in brackets if logged in

* fix buggy command descriptions

* [Feature] Bug fixing the Platform CLI (#6291)

* fix buggy command descriptions

* new reference structure

* Seggregate data commands from others (settings etc)

* fix table html for charting extension

* number of rows and columns as a setting

* interactive tables

* adding menu descriptions

---------

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

* fix the way reference was being passed

* fix choices parsing for providers

* loosen to get instead

* obbject registry class

* obbject registry class

* using the obbject registry to show available options

* link obbject results to data processing commands data argument

* small improvements to correctly get the standard args

* intersecting data processing commands and matching the obbject trough its id

* poetry lock

* use openbb field

* safe json conversion and trimming

* better at finding nargs when union

* improved obbject registry using a stack

* data processing section

* Update argparse_translator/argparse_class_processor.py

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

* fix: remove unused function

* fix: terminal.py -> openbb_terminal/cli.py

* fix: move local model function to utils & delete module

* fix: rename hub_model.py to hub_service.py

* fix: delete paths_helper.py, not used

* fix: circular import console

* fix: move terminal_style.py from plots/ to config, delete plots/

* fix: delele base_helpers.py, function moved to env_handler.py

* fix: move custom_prompt_toolkit.py to core/completer

* fix: delete requirements.txt, we can export them later if needed

* fix: move routines stuff to routines/

* fix: move rich_config.py to core/config

* fix: rename parent_classes.py to base_controller.py

* Danger: create controllers/ and move stuff

* fix: move custom_prompt_toolkit.py to config and delete completer/

* fix: rename custom_prompt_toolkit.py to completer.py

* fix: move rouines stuff to folder

* ^ oops

* Edits

* fix: settings import

* fix: openbb command

* Fix routine record when local user

* Lint

* Remove quickexit

* Fix timezone change

* fix data processing commands: not allowing multiple items + need to allow 0 (which evalutes as false)

* split comma separated strings into a list so that the cli can consume them

* Feature/move terminal files (#6344)

* Move terminal files into openbb_terminal

* move routines

* Create session to handle console, user, settings, etc.

* Reset...

* Bring back frontend-components

* Move frontend-components to openbb_terminal

* rename vars

* remove doc

* rename method

* rename method

* fix routines

* read settings from .env

* rename methods

* ^

* ^

* better

* bug

* ^

* move frontend-components back to root level

* revert changes

* type checking only

* docstring

* fix: settings autocomplete

* comment

* use openbb_core singleton

* rename src to fix openbb command

* fix poetry build

* readme

---------

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

---------

Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Clean gitignore (#6347)

* provider parameters were being removed bc not in signature (#6348)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* ensure everything on the dataframe is a string (#6351)

* move linting rules from pyproject.toml to ruff.toml (#6350)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [BugFix] Empty views on `econometrics` and `quantitative` (#6353)

* ensure everything on the dataframe is a string

* stringify columns of dataframe

* [Feature] - Rename terminal folder (#6349)

* rename terminal folder

* docstring

* Rename to openbb_cli

* rename constant

* rename .his file

* pyproject.toml

* Update pre-commit and remove docker-build.yml

* Remove OpenBB Terminal from docs page (#6354)

* create a title out of the route being used to use it as table title (#6356)

* [BugFix] Intrinio EquityPriceHistorical - Return Error Message When Invalid Key (#6357)

* return error message when invalid request

* mypy

* [Feature] - Display command providers (#6355)

* fix: avoid calling Session() multiple times

* rename session refs

* fix: cmd text

* fix: avoid Session()

* fix: add providers by cmd

* fix: timezones

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* avoid range index as it breaks interactive tables (#6360)

* [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>

* [BugFix] - Remove multiple .envs (#6363)

* Remove .envs

* Clean menu_text.py

* Remove TODO

* [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>

* [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>

* [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

* [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>

* [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>

* [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>

* 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>

* [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>

* [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>

* [BugFix] Ad 'x-' to json_schema_extra in Fields with unit_measurement (#6376)

* add 'x-' to json_schema_extra - unit_measurement

* mypy

* more mypy

* fix pandas warnings (#6375)

* [BugFix] Fix Currency Search (#6380)

* fix currency search

* test artifact

* static files

* [BugFix] Update SEC pyproject.toml (#6379)

* update sec toml

* dash not underscore

* [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>

* fix fmp (#6383)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [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>

* [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>

* [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>

* fallback to to_df() method when results are a string (#6388)

* [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>

* 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

* [Feature] Remove i18n (#6390)

* remove i18n

* poetry lock

---------

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

* [Feature] Update CLI dependencies (#6389)

* update dependencies

* poetry lock

---------

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

* [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>

* 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

* fix: alias credentials with uppercase (#6400)

* Fix Excel Data Slicer page. (#6396)

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

* [BugFix] - Remove logos (#6404)

* fix: remove logos

* fix: remove from provider

* feat: add extra field

* rename

* [Feature] CLI README (#6402)

* cli readme

* Update README.md

* suggestions @IgorWounds

* [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>

* [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>

* expose error message on request fail (#6406)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [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>

* [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>

* [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>

* [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

* [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>

* [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>

* add platform imgs (#6410)

* [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>

* [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>

* [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>

* add linux stuff to pre-requisites (#6411)

* 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

* Update the license of the code in this repo to AGPL (#6415)

* Change license to AGPL

* Add licensing FAQ to the platform docs

* missed unit_measurements (#6416)

* [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>

* [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>

* [BugFix] - `dev_install.py` updates (#6424)

* fix: use tomlkit instead of toml & add --cli

* fix: remove cli option, poetry groups ignored by pip

* fix: redirect unittest patch

* adding --cli to the dev install

---------

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

* [BugFix] Clear Linting Items (#6423)

* fix some linting items

* pylint stuff

* black

* index_snapshots

* ruff

* forgot to add this file to commit

* black

* [BugFix] Do Intrinio News TO-DOs -> Remove workaround because they fixed it. (#6427)

* TO-DOs done

* recapture test cassettes

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Small CLI docs style improvements (#6429)

* use platform cli everywhere

* cli w same color as platform

* same colors as platform

* fix tests

* fmp key metrics (#6428)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] OpenBB Platform DevContainer (#6426)

* devcontainer and its docs

* typo

* remove file

* remove comments from json

* [BugFix] FMP Screener - Convert sector param choices to lower_snake_case (#6432)

* sectors as lower_snake_case

* pylint disable unused-argument

* fix tests

* workaround for pytest

* benzinga alias

* sec form types with spaces

* fmp insider trading

* pylint disable unused argument

* [Feature] Balance Of Payments For FRED (#6431)

* add balance of payments to FRED provider

* gotta commit the init file

* unused import

* mypy

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Improve Exception handlers (#6430)

* feat: modify error handlers

* fix: clean python errors

* fix: return error kind

* fix: clean decorator

* fix: query validation error kind

* fix: no kind, API

* fix: no kind, python

* fix: rename error

* lint

* update docs

* comment

* typo

* rename handler

* rename base handler

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* use shlex for spliting the user input (#6436)

* fix: only update credentials on login (#6437)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* remove space from literals (#6438)

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Deprecate `etf.holdings_performance` endpoint (#6441)

* ignore the env created on the dev container (which lives inside the project folder)

* broken urls

* remove endpoint

* empty file

* deprecate

* ruff

* [Feature] Forward EBITDA (#6433)

* forward ebitda

* codespell

* sort intrinio output

* get

* list instead of dict

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* [Feature] Compare Company Facts (SEC) (#6444)

* stashing

* more stashing

* add tests

* black

* test params

* mypy

* more mypy

* grammar police

* grammar police

* add bs4 to sec pyproject.toml (#6440)

* [BugFix] Bump anyio & sync pre-commit, openbb-devtools and GitHub workflows (#6443)

* fix: update anyio & ruff

* fix: ruff updates

* remove TODO

* lock cli

* bump black

* fix: lock sec

* fix: sec test

* fix: replace toml with tomlkit in test

* Remove xlsx export from CLI's interactive tables (#6439)

* Remove excel export from cli interactive tables code

* Remove vulnerable dependency

* Remove posthog from interactive table html template

* Incorporate additional styles to the index.css

* Update the deploy command

* Update the built static file and deploy script

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Remove PDF export capabilities (#6442)

* Bump black in devtools and pre-commit

* Remove pdf export functionality from cli and charting extensions

* print message only if the file was actually created

* Update css to use fonts from google

* Bump bundled plotly js version

* Bump dependencies

* Update static html of the charting extension to use the new plotly

* Update lock file hashes

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>

* fix: add back api.dockerfile (#6449)

* Update requests and idna to patched versions (#6448)

* Remove dev dependencies section from cli

* Remove anyio pin as it's brought in by others

* Bump idna to patched version

* Bump requests to latest

* [Feature] Government Yield Curves + Chart (#6417)

* stashing

* ecb yield curve

* field_description

* federal reserve yield curve

* econdb yield curve

* countries literal for python 3.9

* list date

* fmp yield curve

* fred yield curve

* integration tests

* chart integration tests

* static assets

* black

* ruff

* pylint

* more pylint

* more pylint

* now black

* country not a standard param

* mypy

* merge branch develop

* add more countries

* econdb date filter

* mypy

* future linting

* make to_chart work

* plot_bgcolor should be 'rbga(255,255,255,0)'

* push deprecation

* push deprecation

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>

* minor updates to examples

* [BugFix] Revamp the usage of list syntax on routines (#6450)

* using list syntax on routines

* black

* ruff

* simplify

* black

* fix: move api.dockerfile (#6454)

* static assets

* [Docs] Refactor Docs Pages For Diataxis (#6315)

* This change creates a PR

* start moving stuff around

* data_models/_category_.json

* reference/_category_.json

* moving some stuff around

* Introduction

* Documentation updates

* few broken links, clean up sidebar titles for how-to

* codespell

* quickstart - new provider extension

* add a comment

* map provider interface

* quickstart for new router extension

* [Docs] diataxis refactor refactor (#6425)

* Start refactor

* Edits

* [DOCS] Reorganize and edit. Fix sidebar navigation (#6445)

* Reorganize and edit. Fix sidebar navigation

* Fix broken linkages

* Edit

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

* Fix links

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Fix broken links

* Reword CLA part in the Licensing FAQ

* change titles and order suggestion - cc @IgorWounds @piiq

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>

* core

* extensions

* openbb ; bump patch versions of all packages

* cli bump versions

* better publish.md

* better publish.md

* static assets: bumped versions

* ruff

* removing mypy line

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Ben Van Doren <benvandoren@users.noreply.github.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: Ramazan <guvencramazan@yandex.com>
Co-authored-by: omahs <73983677+omahs@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Ayrton Parkinson <ayrton.parkinson1@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Eric Li <38477812+EricLi-Dev@users.noreply.github.com>
Co-authored-by: Michael Struwig <mnicstruwig@gmail.com>
Co-authored-by: capital0 <72140796+capital0@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Disorder AA <disorrder@gmail.com>
2024-05-22 16:13:08 +01:00

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