Release/3.2.5 (#6214)

* 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 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* 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 7288b59f87e1b0816733a96ce77fb96e13dcf0e3.

* 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 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* 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 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* 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 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* 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 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* 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 21d76ad689087b4ad38cec55667186263363c89f.

* Revert "black"

This reverts commit 0904653fd73518c0d345a82f91f4cb06cfa84cb6.

* 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 612ea6117ce064d5e41f74e72e171646be614408.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878b7742d187e83f7e5d4c27438aa40ef.

---------

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 2516cfbc72d23a7656715314ea94cc34d4c994ee 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 geograp