Merge branch 'develop' into bugfix/api-settingsbugfix/api-settings

25 files changed, 1499 insertions, 1018 deletions

diff --git a/openbb_platform/core/openbb_core/provider/standard_models/balance_sheet_growth.py b/openbb_platform/core/openbb_core/provider/standard_models/balance_sheet_growth.py
index e2aff45cb5d..429a623407c 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/balance_sheet_growth.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/balance_sheet_growth.py
@@ -1,23 +1,26 @@
 """Balance Sheet Statement Growth Standard Model."""
 
 from datetime import date as dateType
-from typing import List, Optional, Set, Union
+from typing import Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data
 from openbb_core.provider.abstract.query_params import QueryParams
-from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
-    QUERY_DESCRIPTIONS,
-)
+from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
 
 
 class BalanceSheetGrowthQueryParams(QueryParams):
     """Balance Sheet Statement Growth Query."""
 
     symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
-    limit: int = Field(default=10, description=QUERY_DESCRIPTIONS.get("limit", ""))
+    period: str = Field(
+        default="annual",
+        description=QUERY_DESCRIPTIONS.get("period", ""),
+    )
+    limit: Optional[int] = Field(
+        default=10, description=QUERY_DESCRIPTIONS.get("limit", "")
+    )
 
     @field_validator("symbol", mode="before", check_fields=False)
     @classmethod
@@ -25,113 +28,20 @@ class BalanceSheetGrowthQueryParams(QueryParams):
         """Convert field to uppercase."""
         return v.upper()
 
+    @field_validator("period", mode="before", check_fields=False)
+    @classmethod
+    def to_lower(cls, v: Optional[str]) -> Optional[str]:
+        """Convert field to lowercase."""
+        return v.lower() if v else v
+
 
 class BalanceSheetGrowthData(Data):
     """Balance Sheet Statement Growth Data."""
 
-    symbol: Optional[str] = Field(
-        default=None, description=DATA_DESCRIPTIONS.get("symbol", "")
-    )
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
-    period: str = Field(description="Reporting period.")
-    growth_cash_and_cash_equivalents: float = Field(
-        description="Growth rate of cash and cash equivalents."
-    )
-    growth_short_term_investments: float = Field(
-        description="Growth rate of short-term investments."
-    )
-    growth_cash_and_short_term_investments: float = Field(
-        description="Growth rate of cash and short-term investments."
-    )
-    growth_net_receivables: float = Field(description="Growth rate of net receivables.")
-    growth_inventory: float = Field(description="Growth rate of inventory.")
-    growth_other_current_assets: float = Field(
-        description="Growth rate of other current assets."
-    )
-    growth_total_current_assets: float = Field(
-        description="Growth rate of total current assets."
-    )
-    growth_property_plant_equipment_net: float = Field(
-        description="Growth rate of net property, plant, and equipment."
-    )
-    growth_goodwill: float = Field(description="Growth rate of goodwill.")
-    growth_intangible_assets: float = Field(
-        description="Growth rate of intangible assets."
-    )
-    growth_goodwill_and_intangible_assets: float = Field(
-        description="Growth rate of goodwill and intangible assets."
-    )
-    growth_long_term_investments: float = Field(
-        description="Growth rate of long-term investments."
-    )
-    growth_tax_assets: float = Field(description="Growth rate of tax assets.")
-    growth_other_non_current_assets: float = Field(
-        description="Growth rate of other non-current assets."
-    )
-    growth_total_non_current_assets: float = Field(
-        description="Growth rate of total non-current assets."
-    )
-    growth_other_assets: float = Field(description="Growth rate of other assets.")
-    growth_total_assets: float = Field(description="Growth rate of total assets.")
-    growth_account_payables: float = Field(
-        description="Growth rate of accounts payable."
-    )
-    growth_short_term_debt: float = Field(description="Growth rate of short-term debt.")
-    growth_tax_payables: float = Field(description="Growth rate of tax payables.")
-    growth_deferred_revenue: float = Field(
-        description="Growth rate of deferred revenue."
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        description="The fiscal period of the report.", default=None
     )
-    growth_other_current_liabilities: float = Field(
-        description="Growth rate of other current liabilities."
+    fiscal_year: Optional[int] = Field(
+        description="The fiscal year of the fiscal period.", default=None
     )
-    growth_total_current_liabilities: float = Field(
-        description="Growth rate of total current liabilities."
-    )
-    growth_long_term_debt: float = Field(description="Growth rate of long-term debt.")
-    growth_deferred_revenue_non_current: float = Field(
-        description="Growth rate of non-current deferred revenue."
-    )
-    growth_deferrred_tax_liabilities_non_current: float = Field(
-        description="Growth rate of non-current deferred tax liabilities."
-    )
-    growth_other_non_current_liabilities: float = Field(
-        description="Growth rate of other non-current liabilities."
-    )
-    growth_total_non_current_liabilities: float = Field(
-        description="Growth rate of total non-current liabilities."
-    )
-    growth_other_liabilities: float = Field(
-        description="Growth rate of other liabilities."
-    )
-    growth_total_liabilities: float = Field(
-        description="Growth rate of total liabilities."
-    )
-    growth_common_stock: float = Field(description="Growth rate of common stock.")
-    growth_retained_earnings: float = Field(
-        description="Growth rate of retained earnings."
-    )
-    growth_accumulated_other_comprehensive_income_loss: float = Field(
-        description="Growth rate of accumulated other comprehensive income/loss."
-    )
-    growth_othertotal_stockholders_equity: float = Field(
-        description="Growth rate of other total stockholders' equity."
-    )
-    growth_total_stockholders_equity: float = Field(
-        description="Growth rate of total stockholders' equity."
-    )
-    growth_total_liabilities_and_stockholders_equity: float = Field(
-        description="Growth rate of total liabilities and stockholders' equity."
-    )
-    growth_total_investments: float = Field(
-        description="Growth rate of total investments."
-    )
-    growth_total_debt: float = Field(description="Growth rate of total debt.")
-    growth_net_debt: float = Field(description="Growth rate of net debt.")
-
-    @field_validator("symbol", mode="before", check_fields=False)
-    @classmethod
-    def to_upper(cls, v: Union[str, List[str], Set[str]]):
-        """Convert field to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)]) if v else None
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/cash_flow_growth.py b/openbb_platform/core/openbb_core/provider/standard_models/cash_flow_growth.py
index 77dd5d5ef86..43d52fd3fbb 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/cash_flow_growth.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/cash_flow_growth.py
@@ -1,23 +1,26 @@
 """Cash Flow Statement Growth Standard Model."""
 
 from datetime import date as dateType
-from typing import List, Optional, Set, Union
+from typing import Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data
 from openbb_core.provider.abstract.query_params import QueryParams
-from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
-    QUERY_DESCRIPTIONS,
-)
+from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
 
 
 class CashFlowStatementGrowthQueryParams(QueryParams):
     """Cash Flow Statement Growth Query."""
 
     symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
-    limit: int = Field(default=10, description=QUERY_DESCRIPTIONS.get("limit", ""))
+    period: str = Field(
+        default="annual",
+        description=QUERY_DESCRIPTIONS.get("period", ""),
+    )
+    limit: Optional[int] = Field(
+        default=10, description=QUERY_DESCRIPTIONS.get("limit", "")
+    )
 
     @field_validator("symbol", mode="before", check_fields=False)
     @classmethod
@@ -25,100 +28,20 @@ class CashFlowStatementGrowthQueryParams(QueryParams):
         """Convert field to uppercase."""
         return v.upper()
 
+    @field_validator("period", mode="before", check_fields=False)
+    @classmethod
+    def to_lower(cls, v: Optional[str]) -> Optional[str]:
+        """Convert field to lowercase."""
+        return v.lower() if v else v
+
 
 class CashFlowStatementGrowthData(Data):
     """Cash Flow Statement Growth Data."""
 
-    symbol: Optional[str] = Field(
-        default=None, description=DATA_DESCRIPTIONS.get("symbol", "")
-    )
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
-    period: str = Field(description="Period the statement is returned for.")
-    growth_net_income: float = Field(description="Growth rate of net income.")
-    growth_depreciation_and_amortization: float = Field(
-        description="Growth rate of depreciation and amortization."
-    )
-    growth_deferred_income_tax: float = Field(
-        description="Growth rate of deferred income tax."
-    )
-    growth_stock_based_compensation: float = Field(
-        description="Growth rate of stock-based compensation."
-    )
-    growth_change_in_working_capital: float = Field(
-        description="Growth rate of change in working capital."
-    )
-    growth_accounts_receivables: float = Field(
-        description="Growth rate of accounts receivables."
-    )
-    growth_inventory: float = Field(description="Growth rate of inventory.")
-    growth_accounts_payables: float = Field(
-        description="Growth rate of accounts payables."
-    )
-    growth_other_working_capital: float = Field(
-        description="Growth rate of other working capital."
-    )
-    growth_other_non_cash_items: float = Field(
-        description="Growth rate of other non-cash items."
-    )
-    growth_net_cash_provided_by_operating_activities: float = Field(
-        description="Growth rate of net cash provided by operating activities."
-    )
-    growth_investments_in_property_plant_and_equipment: float = Field(
-        description="Growth rate of investments in property, plant, and equipment."
-    )
-    growth_acquisitions_net: float = Field(
-        description="Growth rate of net acquisitions."
-    )
-    growth_purchases_of_investments: float = Field(
-        description="Growth rate of purchases of investments."
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        description="The fiscal period of the report.", default=None
     )
-    growth_sales_maturities_of_investments: float = Field(
-        description="Growth rate of sales maturities of investments."
+    fiscal_year: Optional[int] = Field(
+        description="The fiscal year of the fiscal period.", default=None
     )
-    growth_other_investing_activities: float = Field(
-        description="Growth rate of other investing activities."
-    )
-    growth_net_cash_used_for_investing_activities: float = Field(
-        description="Growth rate of net cash used for investing activities."
-    )
-    growth_debt_repayment: float = Field(description="Growth rate of debt repayment.")
-    growth_common_stock_issued: float = Field(
-        description="Growth rate of common stock issued."
-    )
-    growth_common_stock_repurchased: float = Field(
-        description="Growth rate of common stock repurchased."
-    )
-    growth_dividends_paid: float = Field(description="Growth rate of dividends paid.")
-    growth_other_financing_activities: float = Field(
-        description="Growth rate of other financing activities."
-    )
-    growth_net_cash_used_provided_by_financing_activities: float = Field(
-        description="Growth rate of net cash used/provided by financing activities."
-    )
-    growth_effect_of_forex_changes_on_cash: float = Field(
-        description="Growth rate of the effect of foreign exchange changes on cash."
-    )
-    growth_net_change_in_cash: float = Field(
-        description="Growth rate of net change in cash."
-    )
-    growth_cash_at_end_of_period: float = Field(
-        description="Growth rate of cash at the end of the period."
-    )
-    growth_cash_at_beginning_of_period: float = Field(
-        description="Growth rate of cash at the beginning of the period."
-    )
-    growth_operating_cash_flow: float = Field(
-        description="Growth rate of operating cash flow."
-    )
-    growth_capital_expenditure: float = Field(
-        description="Growth rate of capital expenditure."
-    )
-    growth_free_cash_flow: float = Field(description="Growth rate of free cash flow.")
-
-    @field_validator("symbol", mode="before", check_fields=False)
-    @classmethod
-    def to_upper(cls, v: Union[str, List[str], Set[str]]):
-        """Convert field to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)]) if v else None
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/income_statement_growth.py b/openbb_platform/core/openbb_core/provider/standard_models/income_statement_growth.py
index 31fa068f7bc..6bb031db0a9 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/income_statement_growth.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/income_statement_growth.py
@@ -1,25 +1,25 @@
 """Income Statement Growth Standard Model."""
 
 from datetime import date as dateType
-from typing import List, Literal, Optional, Set, Union
+from typing import Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data
 from openbb_core.provider.abstract.query_params import QueryParams
-from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
-    QUERY_DESCRIPTIONS,
-)
+from openbb_core.provider.utils.descriptions import QUERY_DESCRIPTIONS
 
 
 class IncomeStatementGrowthQueryParams(QueryParams):
     """Income Statement Growth Query."""
 
     symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
-    limit: int = Field(default=10, description=QUERY_DESCRIPTIONS.get("limit", ""))
-    period: Literal["annual", "quarter"] = Field(
-        default="annual", description=QUERY_DESCRIPTIONS.get("period", "")
+    period: str = Field(
+        default="annual",
+        description=QUERY_DESCRIPTIONS.get("period", ""),
+    )
+    limit: Optional[int] = Field(
+        default=10, description=QUERY_DESCRIPTIONS.get("limit", "")
     )
 
     @field_validator("symbol", mode="before", check_fields=False)
@@ -38,86 +38,10 @@ class IncomeStatementGrowthQueryParams(QueryParams):
 class IncomeStatementGrowthData(Data):
     """Income Statement Growth Data."""
 
-    symbol: Optional[str] = Field(
-        default=None, description=DATA_DESCRIPTIONS.get("symbol", "")
-    )
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
-    period: str = Field(description="Period the statement is returned for.")
-    growth_revenue: float = Field(description="Growth rate of total revenue.")
-    growth_cost_of_revenue: float = Field(
-        description="Growth rate of cost of goods sold."
-    )
-    growth_gross_profit: float = Field(description="Growth rate of gross profit.")
-    growth_gross_profit_ratio: float = Field(
-        description="Growth rate of gross profit as a percentage of revenue."
-    )
-    growth_research_and_development_expenses: float = Field(
-        description="Growth rate of expenses on research and development."
-    )
-    growth_general_and_administrative_expenses: float = Field(
-        description="Growth rate of general and administrative expenses."
-    )
-    growth_selling_and_marketing_expenses: float = Field(
-        description="Growth rate of expenses on selling and marketing activities."
-    )
-    growth_other_expenses: float = Field(
-        description="Growth rate of other operating expenses."
-    )
-    growth_operating_expenses: float = Field(
-        description="Growth rate of total operating expenses."
-    )
-    growth_cost_and_expenses: float = Field(
-        description="Growth rate of total costs and expenses."
-    )
-    growth_interest_expense: float = Field(
-        description="Growth rate of interest expenses."
-    )
-    growth_depreciation_and_amortization: float = Field(
-        description="Growth rate of depreciation and amortization expenses."
-    )
-    growth_ebitda: float = Field(
-        description="Growth rate of Earnings Before Interest, Taxes, Depreciation, and Amortization."
-    )
-    growth_ebitda_ratio: float = Field(
-        description="Growth rate of EBITDA as a percentage of revenue."
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        description="The fiscal period of the report.", default=None
     )
-    growth_operating_income: float = Field(
-        description="Growth rate of operating income."
+    fiscal_year: Optional[int] = Field(
+        description="The fiscal year of the fiscal period.", default=None
     )
-    growth_operating_income_ratio: float = Field(
-        description="Growth rate of operating income as a percentage of revenue."
-    )
-    growth_total_other_income_expenses_net: float = Field(
-        description="Growth rate of net total other income and expenses."
-    )
-    growth_income_before_tax: float = Field(
-        description="Growth rate of income before taxes."
-    )
-    growth_income_before_tax_ratio: float = Field(
-        description="Growth rate of income before taxes as a percentage of revenue."
-    )
-    growth_income_tax_expense: float = Field(
-        description="Growth rate of income tax expenses."
-    )
-    growth_net_income: float = Field(description="Growth rate of net income.")
-    growth_net_income_ratio: float = Field(
-        description="Growth rate of net income as a percentage of revenue."
-    )
-    growth_eps: float = Field(description="Growth rate of Earnings Per Share (EPS).")
-    growth_eps_diluted: float = Field(
-        description="Growth rate of diluted Earnings Per Share (EPS)."
-    )
-    growth_weighted_average_shs_out: float = Field(
-        description="Growth rate of weighted average shares outstanding."
-    )
-    growth_weighted_average_shs_out_dil: float = Field(
-        description="Growth rate of diluted weighted average shares outstanding."
-    )
-
-    @field_validator("symbol", mode="before", check_fields=False)
-    @classmethod
-    def to_upper(cls, v: Union[str, List[str], Set[str]]):
-        """Convert field to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)]) if v else None
diff --git a/openbb_platform/extensions/equity/integration/test_equity_api.py b/openbb_platform/extensions/equity/integration/test_equity_api.py
index ffe57cda534..544bb8052b1 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_api.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_api.py
@@ -87,7 +87,7 @@ def test_equity_fundamental_balance(params, headers):
 
 @parametrize(
     "params",
-    [({"symbol": "AAPL", "limit": 10, "provider": "fmp"})],
+    [({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"})],
 )
 @pytest.mark.integration
 def test_equity_fundamental_balance_growth(params, headers):
@@ -231,7 +231,7 @@ def test_equity_fundamental_cash(params, headers):
 
 @parametrize(
     "params",
-    [({"symbol": "AAPL", "limit": 10, "provider": "fmp"})],
+    [({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"})],
 )
 @pytest.mark.integration
 def test_equity_fundamental_cash_growth(params, headers):
diff --git a/openbb_platform/extensions/equity/integration/test_equity_python.py b/openbb_platform/extensions/equity/integration/test_equity_python.py
index 0e167cae8df..cb836f59019 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_python.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_python.py
@@ -83,7 +83,7 @@ def test_equity_fundamental_balance(params, obb):
 @parametrize(
     "params",
     [
-        ({"symbol": "AAPL", "limit": 10, "provider": "fmp"}),
+        ({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"}),
     ],
 )
 @pytest.mark.integration
@@ -214,7 +214,7 @@ def test_equity_fundamental_cash(params, obb):
 @parametrize(
     "params",
     [
-        ({"symbol": "AAPL", "limit": 10, "provider": "fmp"}),
+        ({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"}),
     ],
 )
 @pytest.mark.integration
diff --git a/openbb_platform/openbb/assets/reference.json b/openbb_platform/openbb/assets/reference.json
index 61835911e88..0c01282e9c1 100644
--- a/openbb_platform/openbb/assets/reference.json
+++ b/openbb_platform/openbb/assets/reference.json
@@ -10500,7 +10500,10 @@
                         "description": "None",
                         "default": "annual",
                         "optional": true,
-                        "choices": null
+                        "choices": [
+                            "annual",
+                            "quarter"
+                        ]
                     }
                 ],
                 "intrinio": [
@@ -10510,7 +10513,10 @@
                         "description": "None",
                         "default": "annual",
                         "optional": true,
-                        "choices": null
+                        "choices": [
+                            "annual",
+                            "quarter"
+                        ]
                     },
                     {
                         "name": "fiscal_year",
@@ -10528,7 +10534,11 @@
                         "description": "None",
                         "default": "annual",
                         "optional": true,
-                        "choices": null
+                        "choices": [
+                            "annual",
+                            "quarter",
+                            "ttm"
+                        ]
                     },
                     {
                         "name": "filing_date",
@@ -10642,7 +10652,10 @@
                         "description": "None",
                         "default": "annual",
                         "optional": true,
-                        "choices": null
+                        "choices": [
+                            "annual",
+                            "quarter"
+                        ]
                     }
                 ]
             },
@@ -11829,7 +11842,7 @@
                 "polygon": [
                     {
                         "name": "accounts_receivable",
-                        "type": "int",
+                        "type": "float",
                         "description": "Accounts receivable",
                         "default": null,
                         "optional": true,
@@ -11837,7 +11850,7 @@
                     },
                     {
                         "name": "marketable_securities",
-                        "type": "int",