Merge branch 'develop' into feature/yield-curvefeature/yield-curve

48 files changed, 836 insertions, 829 deletions

diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json
new file mode 100644
index 00000000000..78807d629a5
--- /dev/null
+++ b/.devcontainer/devcontainer.json
@@ -0,0 +1,13 @@
+{
+    "name": "OpenBB Platform Dev Container",
+    "image": "mcr.microsoft.com/devcontainers/python:1-3.10-bookworm",
+    "postCreateCommand": "python3 -m venv obb && . obb/bin/activate && pip install poetry && python3 openbb_platform/dev_install.py --extras --cli",
+    "customizations": {
+        "vscode": {
+            "extensions": [
+                "ms-python.python",
+                "ms-python.vscode-pylance"
+            ]
+        }
+    }
+}
\ No newline at end of file
diff --git a/README.md b/README.md
index 58f7eb3773f..bba11f8a168 100644
--- a/README.md
+++ b/README.md
@@ -1,17 +1,3 @@
-## Announcement
-
-OpenBB Terminal v3.2.5 will be the last release made available.
-
-As we transition our focus to the OpenBB Platform, this repository will soon be rebranded as OpenBB-finance/OpenBBPlatform.
-
-However, we are committed to continuing our mission to democratize investment research by helping users and contributors with financial data integration and standardization.
-
-To achieve that, we are working on a new CLI tool built on top of the OpenBB Platform that will soon be available to everyone for free.
-
-[![GitHub release](https://img.shields.io/github/release/OpenBB-finance/OpenBBTerminal.svg?maxAge=3600)](https://github.com/OpenBB-finance/OpenBBTerminal/releases)
-
----
-
 <br />
 <img src="https://github.com/OpenBB-finance/OpenBBTerminal/blob/develop/images/platform-light.svg?raw=true#gh-light-mode-only" alt="OpenBB Terminal logo" width="600">
 <img src="https://github.com/OpenBB-finance/OpenBBTerminal/blob/develop/images/platform-dark.svg?raw=true#gh-dark-mode-only" alt="OpenBB Terminal logo" width="600">
diff --git a/cli/README.md b/cli/README.md
index 2ab4656c0fa..8a83b426807 100644
--- a/cli/README.md
+++ b/cli/README.md
@@ -10,7 +10,7 @@
 
 ## Overview
 
-The OpenBB CLI is a command line interface that wraps [OpenBB Platform](https://docs.openbb.co/platform).
+The OpenBB Platform CLI is a command line interface that wraps [OpenBB Platform](https://docs.openbb.co/platform).
 
 It offers a convenient way to interact with the OpenBB Platform and its extensions, as well as automate data collection via OpenBB Routine Scripts.
 
@@ -26,7 +26,7 @@ pip install openbb-cli
 
 > Note: Find the most complete installation hints and tips [here](https://my.openbb.co/app/cli/installation).
 
-After the installation is complete, you can deploy the OpenBB CLI by running the following command:
+After the installation is complete, you can deploy the OpenBB Platform CLI by running the following command:
 
 ```bash
 openbb
diff --git a/cli/openbb_cli/cli.py b/cli/openbb_cli/cli.py
index 0d9e3e3d0fd..1937a05d37b 100644
--- a/cli/openbb_cli/cli.py
+++ b/cli/openbb_cli/cli.py
@@ -4,7 +4,7 @@ import sys
 
 
 def main():
-    """Use the main entry point for the OpenBB CLI."""
+    """Use the main entry point for the OpenBB Platform CLI."""
     print("Loading...\n")  # noqa: T201
 
     # pylint: disable=import-outside-toplevel
diff --git a/cli/tests/test_controllers_script_parser.py b/cli/tests/test_controllers_script_parser.py
index 4363b0d79fe..488eab6b288 100644
--- a/cli/tests/test_controllers_script_parser.py
+++ b/cli/tests/test_controllers_script_parser.py
@@ -27,22 +27,18 @@ def test_is_reset(command, expected):
     assert is_reset(command) == expected
 
 
-@pytest.mark.parametrize(
-    "keyword, expected_date",
-    [
-        (
-            "$LASTFRIDAY",
-            (
-                datetime.now()
-                - timedelta(days=((datetime.now().weekday() - 4) % 7 + 7) % 7)
-            ).strftime("%Y-%m-%d"),
-        ),
-    ],
-)
-def test_match_and_return_openbb_keyword_date(keyword, expected_date):
+def test_match_and_return_openbb_keyword_date():
     """Test the match_and_return_openbb_keyword_date function."""
+    keyword = "$LASTFRIDAY"
     result = match_and_return_openbb_keyword_date(keyword)
-    assert result == expected_date
+    expected = ""
+    if keyword == "$LASTFRIDAY":
+        today = datetime.now()
+        expected = today - timedelta(days=(today.weekday() + 3) % 7)
+        if expected >= today:
+            expected -= timedelta(days=7)
+        expected = expected.strftime("%Y-%m-%d")
+    assert result == expected
 
 
 def test_parse_openbb_script_basic():
@@ -100,7 +96,7 @@ def test_date_keyword_last_friday():
     """Test the match_and_return_openbb_keyword_date function."""
     today = datetime.now()
     last_friday = today - timedelta(days=(today.weekday() - 4 + 7) % 7)
-    if last_friday > today:
+    if last_friday >= today:
         last_friday -= timedelta(days=7)
     expected_date = last_friday.strftime("%Y-%m-%d")
     assert match_and_return_openbb_keyword_date("$LASTFRIDAY") == expected_date
diff --git a/openbb_platform/openbb/assets/reference.json b/openbb_platform/openbb/assets/reference.json
index 02313f2bfeb..95b70ffae4b 100644
--- a/openbb_platform/openbb/assets/reference.json
+++ b/openbb_platform/openbb/assets/reference.json
@@ -15754,15 +15754,15 @@
                 ],
                 "fmp": [
                     {
-                        "name": "date",
+                        "name": "period_ending",
                         "type": "date",
-                        "description": "The date of the data.",
+                        "description": "Period ending date.",
                         "default": "",
                         "optional": false,
                         "choices": null
                     },
                     {
-                        "name": "period",
+                        "name": "fiscal_period",
                         "type": "str",
                         "description": "Period of the data.",
                         "default": "",
@@ -15772,7 +15772,7 @@
                     {
                         "name": "calendar_year",
                         "type": "int",
-                        "description": "Calendar year.",
+                        "description": "Calendar year for the fiscal period.",
                         "default": null,
                         "optional": true,
                         "choices": null
@@ -15786,6 +15786,14 @@
                         "choices": null
                     },
                     {
+                        "name": "capex_per_share",
+                        "type": "float",
+                        "description": "Capital expenditures per share",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
                         "name": "net_income_per_share",
                         "type": "float",
                         "description": "Net income per share",
@@ -15850,15 +15858,7 @@
                         "choices": null
                     },
                     {
-                        "name": "enterprise_value",
-                        "type": "float",
-                        "description": "Enterprise value",
-                        "default": null,
-                        "optional": true,
-                        "choices": null
-                    },
-                    {
-                        "name": "price_to_sales_ratio",
+                        "name": "price_to_sales",
                         "type": "float",
                         "description": "Price-to-sales ratio",
                         "default": null,
@@ -15866,7 +15866,7 @@
                         "choices": null
                     },
                     {
-                        "name": "pocf_ratio",
+                        "name": "price_to_operating_cash_flow",
                         "type": "float",
                         "description": "Price-to-operating cash flow ratio",
                         "default": null,
@@ -15874,7 +15874,7 @@
                         "choices": null
                     },
                     {
-                        "name": "pfcf_ratio",
+                        "name": "price_to_free_cash_flow",
                         "type": "float",
                         "description": "Price-to-free cash flow ratio",
                         "default": null,
@@ -15882,7 +15882,7 @@
                         "choices": null
                     },
                     {
-                        "name": "pb_ratio",
+                        "name": "price_to_book",
                         "type": "float",
                         "description": "Price-to-book ratio",
                         "default": null,
@@ -15890,7 +15890,7 @@
                         "choices": null
                     },
                     {
-                        "name": "ptb_ratio",
+                        "name": "price_to_tangible_book",
                         "type": "float",
                         "description": "Price-to-tangible book ratio",
                         "default": null,
@@ -15906,7 +15906,7 @@
                         "choices": null
                     },
                     {
-                        "name": "enterprise_value_over_ebitda",
+                        "name": "ev_to_ebitda",
                         "type": "float",
                         "description": "Enterprise value-to-EBITDA ratio",
                         "default": null,
@@ -15946,6 +15946,14 @@
                         "choices": null
                     },
                     {
+                        "name": "debt_to_market_cap",
+                        "type": "float",
+                        "description": "Debt-to-market capitalization ratio",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
                         "name": "debt_to_equity",
                         "type": "float",
                         "description": "Debt-to-equity ratio",
@@ -15994,14 +16002,6 @@
                         "choices": null
                     },
                     {
-                        "name": "dividend_yield",
-                        "type": "float",
-                        "description": "Dividend yield, as a normalized percent.",
-                        "default": null,
-                        "optional": true,
-                        "choices": null
-                    },
-                    {
                         "name": "payout_ratio",
                         "type": "float",
                         "description": "Payout ratio",
@@ -16066,38 +16066,6 @@
                         "choices": null
                     },
                     {
-                        "name": "graham_number",
-                        "type": "float",
-                        "description": "Graham number",
-                        "default": null,
-                        "optional": true,
-                        "choices": null
-                    },
-                    {
-                        "name": "roic",
-                        "type": "float",
-                        "description": "Return on invested capital",
-                        "default": null,
-                        "optional": true,
-                        "choices": null
-                    },
-                    {
-                        "name": "return_on_tangible_assets",
-                        "type": "float",
-                        "description": "Return on tangible assets",
-                        "default": null,
-                        "optional": true,
-                        "choices": null
-                    },
-                    {
-                        "name": "graham_net_net",
-                        "type": "float",
-                        "description": "Graham net-net working capital",
-                        "default": null,
-                        "optional": true,
-                        "choices": null
-                    },
-                    {
                         "name": "working_capital",
                         "type": "float",
                         "description": "Working capital",
@@ -16122,6 +16090,14 @@
                         "choices": null
                     },
                     {
+                        "name": "enterprise_value",
+                        "type": "float",
+                        "description": "Enterprise value",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
                         "name": "invested_capital",
                         "type": "float",
                         "description": "Invested capital",
@@ -16202,7 +16178,7 @@
                         "choices": null
                     },
                     {
-                        "name": "roe",
+                        "name": "return_on_equity",
                         "type": "float",
                         "description": "Return on equity",
                         "default": null,
@@ -16210,9 +16186,41 @@
                         "choices": null
                     },
                     {
-                        "name": "capex_per_share",
+                        "name": "return_on_invested_capital",
                         "type": "float",
-                        "description": "Capital expenditures per share",
+                        "description": "Return on invested capital",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "return_on_tangible_assets",
+                        "type": "float",
+                        "description": "Return on tangible assets",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "dividend_yield",
+                        "type": "float",
+                        "description": "Dividend yield, as a normalized percent.",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "graham_number",
+                        "type": "float",
+                        "description": "Graham number",
+                        "default": null,
+                        "optional": true,
+                        "choices": null
+                    },
+                    {
+                        "name": "graham_net_net",
+                        "type": "float",
+                        "description": "Graham net-net working capital",
                         "default": null,
                         "optional": true,
                         "choices": null
@@ -30667,7 +30675,7 @@
                     {
                         "name": "business_relevance_greater_than",
                         "type": "float",
-                        "description": "News stories will have a business relevan