[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>

22 files changed, 460 insertions, 601 deletions

diff --git a/.pre-commit-config.yaml b/.pre-commit-config.yaml
index e16417a185e..5f507829eed 100644
--- a/.pre-commit-config.yaml
+++ b/.pre-commit-config.yaml
@@ -28,7 +28,7 @@ repos:
         types: [python]
         files: '^openbb_platform/.*\.py$'
         exclude: 'tests/.*\.py|openbb_platform/test_.*\.py'
-        args: ["--config=pyproject.toml"]
+        args: ["--config=ruff.toml"]
   - repo: https://github.com/codespell-project/codespell
     rev: v2.2.5
     hooks:
diff --git a/openbb_platform/core/openbb_core/app/model/preferences.py b/openbb_platform/core/openbb_core/app/model/preferences.py
index 19c2d7f745d..44d44efd0d9 100644
--- a/openbb_platform/core/openbb_core/app/model/preferences.py
+++ b/openbb_platform/core/openbb_core/app/model/preferences.py
@@ -27,7 +27,7 @@ class Preferences(BaseModel):
     )
     plot_pywry_height: PositiveInt = 762
     plot_pywry_width: PositiveInt = 1400
-    request_timeout: PositiveInt = 15
+    request_timeout: PositiveInt = 60
     show_warnings: bool = True
     table_style: Literal["dark", "light"] = "dark"
     user_styles_directory: str = str(Path.home() / "OpenBBUserData" / "styles" / "user")
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/treasury_prices.py b/openbb_platform/core/openbb_core/provider/standard_models/treasury_prices.py
index 5f42f7d4de4..c803987b92a 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/treasury_prices.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/treasury_prices.py
@@ -15,7 +15,7 @@ class TreasuryPricesQueryParams(QueryParams):
 
     date: Optional[dateType] = Field(
         description=QUERY_DESCRIPTIONS.get("date", "")
-        + " No date will return the current posted data.",
+        + " Defaults to the last business day.",
         default=None,
     )
 
diff --git a/openbb_platform/core/tests/app/service/test_user_service.py b/openbb_platform/core/tests/app/service/test_user_service.py
index aefe199382f..e65f0a56aca 100644
--- a/openbb_platform/core/tests/app/service/test_user_service.py
+++ b/openbb_platform/core/tests/app/service/test_user_service.py
@@ -57,7 +57,8 @@ def test_update_default():
     # Update the default settings
     updated_settings = UserService.update_default(other_settings)
 
-    assert updated_settings.defaults.model_dump() == defaults_test.model_dump()
+    assert "test" in updated_settings.defaults.model_dump()["routes"]
+    assert updated_settings.defaults.model_dump()["routes"]["test"] == {"test": "test"}
 
 
 def test_merge_dicts():
diff --git a/openbb_platform/extensions/technical/openbb_technical/technical_router.py b/openbb_platform/extensions/technical/openbb_technical/technical_router.py
index 47aa24d2700..3dbf2e3df84 100644
--- a/openbb_platform/extensions/technical/openbb_technical/technical_router.py
+++ b/openbb_platform/extensions/technical/openbb_technical/technical_router.py
@@ -57,11 +57,6 @@ router = Router(prefix="", description="Technical Analysis tools.")
                 + " long_period=365, short_period=30, window=30, trading_periods=365)",
             ],
         ),
-        APIEx(
-            description="Note that the mock data displayed here is insufficient."
-            + " It must contain multiple symbols, with the benchmark, and be daily data at least 1 year in length.",
-            parameters={"benchmark": "SPY", "data": APIEx.mock_data("timeseries")},
-        ),
     ],
 )
 async def relative_rotation(
diff --git a/openbb_platform/obbject_extensions/charting/tests/test_charting.py b/openbb_platform/obbject_extensions/charting/tests/test_charting.py
index 3f270c53a25..498b046fdb0 100644
--- a/openbb_platform/obbject_extensions/charting/tests/test_charting.py
+++ b/openbb_platform/obbject_extensions/charting/tests/test_charting.py
@@ -48,6 +48,7 @@ def obbject():
             self.provider = "mock_provider"
             self.extra = "mock_extra"
             self.warnings = "mock_warnings"
+            self.chart = MagicMock()
 
         def to_dataframe(self):
             """Mock to_dataframe."""
@@ -108,8 +109,8 @@ def test_functions(mock_get_charting_functions):
     mock_get_charting_functions.assert_called_once()
 
 
-@patch("openbb_charting.core.backend.get_backend")
-@patch("openbb_charting.core.backend.create_backend")
+@patch("openbb_charting.get_backend")
+@patch("openbb_charting.create_backend")
 def test_handle_backend(mock_create_backend, mock_get_backend, obbject):
     """Test _handle_backend method."""
     # Act -> _handle backend is called in the constructor
@@ -136,7 +137,8 @@ def test_get_chart_function(mock_charting_router):
 
 
 @patch("openbb_charting.Charting._get_chart_function")
-def test_show(mock_get_chart_function, obbject):
+@patch("openbb_charting.Chart")
+def test_show(_, mock_get_chart_function, obbject):
     """Test show method."""
     # Arrange
     mock_function = MagicMock()
@@ -151,28 +153,24 @@ def test_show(mock_get_chart_function, obbject):
     # Assert
     mock_get_chart_function.assert_called_once()
     mock_function.assert_called_once()
-    mock_fig.show.assert_called_once()
 
 
-@patch("openbb_charting.to_chart")
-def test_to_chart(mock_to_chart, obbject):
+@patch("openbb_charting.Charting._prepare_data_as_df")
+@patch("openbb_charting.Charting._get_chart_function")
+@patch("openbb_charting.Chart")
+def test_to_chart(_, mock_get_chart_function, mock_prepare_data_as_df, obbject):
     """Test to_chart method."""
     # Arrange
+    mock_prepare_data_as_df.return_value = (mock_dataframe, True)
+    mock_function = MagicMock()
+    mock_get_chart_function.return_value = mock_function
     mock_fig = MagicMock()
-    mock_to_chart.return_value = (mock_fig, {"content": "mock_content"})
+    mock_function.return_value = (mock_fig, {"content": "mock_content"})
     obj = Charting(obbject)
 
     # Act
     obj.to_chart()
 
     # Assert
-    assert obj._obbject.chart.fig == mock_fig
-    mock_to_chart.assert_called_once_with(
-        mock_dataframe,
-        indicators=None,
-        symbol="",
-        candles=True,
-        volume=True,
-        prepost=False,
-        volume_ticks_x=7,
-    )
+    mock_get_chart_function.assert_called_once()
+    mock_function.assert_called_once()
diff --git a/openbb_platform/openbb/assets/reference.json b/openbb_platform/openbb/assets/reference.json
index 3d8781d622c..94947e5c4eb 100644
--- a/openbb_platform/openbb/assets/reference.json
+++ b/openbb_platform/openbb/assets/reference.json
@@ -629,7 +629,7 @@
                         "name": "sort",
                         "type": "Literal['ticker', 'name', 'market', 'locale', 'currency_symbol', 'currency_name', 'base_currency_symbol', 'base_currency_name', 'last_updated_utc', 'delisted_utc']",
                         "description": "Sort field used for ordering.",
-                        "default": "",
+                        "default": null,
                         "optional": true
                     },
                     {
@@ -2681,7 +2681,7 @@
                     },
                     {
                         "name": "filter_variable",
-                        "type": "Literal[None, 'frequency', 'units', 'seasonal_adjustment']",
+                        "type": "Literal['frequency', 'units', 'seasonal_adjustment']",
                         "description": "Filter by an attribute.",
                         "default": null,
                         "optional": true
@@ -2941,21 +2941,21 @@
                 "fred": [
                     {
                         "name": "frequency",
-                        "type": "Literal[None, 'a', 'q', 'm', 'w', 'd', 'wef', 'weth', 'wew', 'wetu', 'wem', 'wesu', 'wesa', 'bwew', 'bwem']",
+                        "type": "Literal['a', 'q', 'm', 'w', 'd', 'wef', 'weth', 'wew', 'wetu', 'wem', 'wesu', 'wesa', 'bwew', 'bwem']",
                         "description": "Frequency aggregation to convert high frequency data to lower frequency.       None = No change       a = Annual       q = Quarterly       m = Monthly       w = Weekly       d = Daily       wef = Weekly, Ending Friday       weth = Weekly, Ending Thursday       wew = Weekly, Ending Wednesday       wetu = Weekly, Ending Tuesday       wem = Weekly, Ending Monday       wesu = Weekly, Ending Sunday       wesa = Weekly, Ending Saturday       bwew = Biweekly, Ending Wednesday       bwem = Biweekly, Ending Monday",
                         "default": null,
                         "optional": true
                     },
                     {
                         "name": "aggregation_method",
-                        "type": "Literal[None, 'avg', 'sum', 'eop']",
+                        "type": "Literal['avg', 'sum', 'eop']",
                         "description": "A key that indicates the aggregation method used for frequency aggregation.     This parameter has no affect if the frequency parameter is not set.       avg = Average       sum = Sum       eop = End of Period",
                         "default": "eop",
                         "optional": true
                     },
                     {
                         "name": "transform",
-                        "type": "Literal[None, 'chg', 'ch1', 'pch', 'pc1', 'pca', 'cch', 'cca', 'log']",
+                        "type": "Literal['chg', 'ch1', 'pch', 'pc1', 'pca', 'cch', 'cca', 'log']",
                         "description": "Transformation type       None = No transformation       chg = Change       ch1 = Change from Year Ago       pch = Percent Change       pc1 = Percent Change from Year Ago       pca = Compounded Annual Rate of Change       cch = Continuously Compounded Rate of Change       cca = Continuously Compounded Annual Rate of Change       log = Natural Log",
                         "default": null,
                         "optional": true
@@ -10092,14 +10092,14 @@
                     },
                     {
                         "name": "order",
-                        "type": "Literal[None, 'asc', 'desc']",
+                        "type": "Literal['asc', 'desc']",
                         "description": "Order of the financial statement.",
                         "default": null,
                         "optional": true
                     },
                     {
                         "name": "sort",
-                        "type": "Literal[None, 'filing_date', 'period_of_report_date']",
+                        "type": "Literal['filing_date', 'period_of_report_date']",
                         "description": "Sort of the financial statement.",
                         "default": null,
                         "optional": true
@@ -16024,7 +16024,7 @@
                 "sec": [
                     {
                         "name": "cik",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "Lookup filings by Central Index Key (CIK) instead of by symbol.",
                         "default": null,
                         "optional": true
@@ -16174,7 +16174,7 @@
                     },
                     {
                         "name": "act",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The SEC Act number.",
                         "default": null,
                         "optional": true
@@ -16202,42 +16202,42 @@
                     },
                     {
                         "name": "accession_number",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The accession number.",
                         "default": null,
                         "optional": true
                     },
                     {
                         "name": "file_number",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The file number.",
                         "default": null,
                         "optional": true
                     },
                     {
                         "name": "film_number",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The film number.",
                         "default": null,
                         "optional": true
                     },
                     {
                         "name": "is_inline_xbrl",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "Whether the filing is an inline XBRL filing.",
                         "default": null,
                         "optional": true
                     },
                     {
                         "name": "is_xbrl",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "Whether the filing is an XBRL filing.",
                         "default": null,
                         "optional": true
                     },
                     {
                         "name": "size",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The size of the filing.",
                         "default": null,
                         "optional": true
@@ -23630,7 +23630,7 @@
                     },
                     {
                         "name": "rate_tenor_unit_rec",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The rate tenor unit for receivable portion of the swap.",
                         "default": null,
                         "optional": true
@@ -23644,7 +23644,7 @@
                     },
                     {
                         "name": "reset_date_unit_rec",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The reset date unit for receivable portion of the swap.",
                         "default": null,
                         "optional": true
@@ -23693,7 +23693,7 @@
                     },
                     {
                         "name": "rate_tenor_unit_pmnt",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The rate tenor unit for payment portion of the swap.",
                         "default": null,
                         "optional": true
@@ -23707,7 +23707,7 @@
                     },
                     {
                         "name": "reset_date_unit_pmnt",
-                        "type": "Union[str, int]",
+                        "type": "Union[int, str]",
                         "description": "The reset date unit for payment portion of the swap.",
                         "default": null,
                         "optional": true
@@ -26788,7 +26788,71 @@
                     }
                 ],
                 "fmp": [],
-                "intrinio": [],
+                "intrinio": [
+                    {
+                        "name": "source",
+                        "type": "Literal['yahoo', 'moody', 'moody_us_news', 'moody_us_press_releases']",
+                        "description": "The source of the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "sentiment",
+                        "type": "Literal['positive', 'neutral', 'negative']",
+                        "description": "Return news only from this source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "language",
+                        "type": "str",
+                        "description": "Filter by language. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "topic",
+                        "type": "str",
+                        "description": "Filter by topic. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "word_count_greater_than",
+                        "type": "int",
+                        "description": "News stories will have a word count greater than this value. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "word_count_less_than",
+                        "type": "int",
+                        "description": "News stories will have a word count less than this value. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "is_spam",
+                        "type": "bool",
+                        "description": "Filter whether it is marked as spam or not. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "business_relevance_greater_than",
+                        "type": "float",
+                        "description": "News stories will have a business relevance score more than this value. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "business_relevance_less_than",
+                        "type": "float",
+                        "description": "News stories will have a business relevance score less than this value. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    }
+                ],
                 "tiingo": [
                     {
                         "name": "offset",
@@ -26935,6 +26999,76 @@
                 ],
                 "intrinio": [
                     {
+                        "name": "source",
+                        "type": "str",
+                        "description": "The source of the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "summary",
+                        "type": "str",
+                        "description": "The summary of the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "topics",
+                        "type": "str",
+                        "description": "The topics related to the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "word_count",
+                        "type": "int",
+                        "description": "The word count of the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "business_relevance",
+                        "type": "float",
+                        "description": "How strongly correlated the news article is to the business",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "sentiment",
+                        "type": "str",
+                        "description": "The sentiment of the news article - i.e, negative, positive.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "sentiment_confidence",
+                        "type": "float",
+                        "description": "The confidence score of the sentiment rating.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "language",
+                        "type": "str",
+                        "description": "The language of the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "spam",
+                        "type": "bool",
+                        "description": "Whether the news article is spam.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "copyright",
+                        "type": "str",
+                        "description": "The copyright notice of the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
                         "name": "id",
                         "type": "str",
                         "description": "Article ID.",
@@ -26943,10 +27077,17 @@
                     },
                     {
                         "name": "company",
-                        "type": "Dict[str, Any]",
-                        "description": "Company details related to the news article.",
-                        "default": "",
-                        "optional": false
+                        "type": "IntrinioCompany",
+                        "description": "The Intrinio Company object. Contains details company reference data.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "security",
+                        "type": "IntrinioSecurity",
+                        "description": "The Intrinio Security object. Contains the security details related to the news article.",
+                        "default": null,
+                        "optional": true
                     }
                 ],
                 "tiingo": [
@@ -27129,7 +27270,71 @@
                         "optional": true
                     }
                 ],
-                "intrinio": [],
+                "intrinio": [
+                    {
+                        "name": "source",
+                        "type": "Literal['yahoo', 'moody', 'moody_us_news', 'moody_us_press_releases']",
+                        "description": "The source of the news article.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "sentiment",
+                        "type": "Literal['positive', 'neutral', 'negative']",
+                        "description": "Return news only from this source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "language",
+                        "type": "str",
+                        "description": "Filter by language. Unsupported for yahoo source.",
+                        "default": null,
+                        "optional": true
+                    },
+                    {
+                        "name": "to