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2024-05-14[BugFix] - Replace python-jose by PyJWT (#6407)montezdesousa
* fix: replace python-jose by PyJWT * add unit test * add unit test --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2024-05-14[Feature] Custom Provider choices available on the `reference.json` (#6409)Henrique Joaquim
* change package builder and argparse translator to account for custom chocies defined in providers * default reference
2024-05-14[Feature] Add Forward PE Estimates (#6398)Danglewood
* forward_pe * ruff * merge branch develop * mypy * typo --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-14[BugFix] Econ Calendar (#6392)Danglewood
* fix econ calendar * black * more black * pylint * add 1 to n_urls * set default dates in transform query * missing decorator * add None to literal * literals --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14[BugFix] Make `paper_bgcolor` transparent in PyWry backend (#6385)Danglewood
* make paper_bgcolor transparent in PyWry backend * black --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-14expose error message on request fail (#6406)Danglewood
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14[BugFix] Fix broken `--sheet-name` argument (#6401)Henrique Joaquim
* remove hold command and its references * remove --local flag as we don't use it anymore @IgorWounds * reset package folder * reset reference * unnecessary line break removed * better handling of obbjects before printing/table/chart also fixes the sheet_name issue when writing to excel * fix linting; also, dataframe creation in the right place * proper handling of sheet name * orient to columns instead --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-13[BugFix] - Explicit error message when return type is not an OBBject (#6394)Igor Radovanovic
* Send an explicit message when return type isn't an OBBject * Update package_builder.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * lint --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-13[Feature] CLI README (#6402)Henrique Joaquim
* cli readme * Update README.md * suggestions @IgorWounds
2024-05-13[BugFix] - Remove logos (#6404)montezdesousa
* fix: remove logos * fix: remove from provider * feat: add extra field * rename
2024-05-13Fix Excel Data Slicer page. (#6396)Igor Radovanovic
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-13fix: alias credentials with uppercase (#6400)montezdesousa
2024-05-13remove hold command and its references (#6399)Henrique Joaquim
* remove hold command and its references * remove --local flag as we don't use it anymore @IgorWounds * reset package folder * reset reference * unnecessary line break removed
2024-05-13[BugFix] - Remove unused old code (#6395)Igor Radovanovic
* Remove unused old code * Remvove from settings choices * Fix CLI exit when FileNotFound error on routine --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-13[Feature] Update CLI dependencies (#6389)Henrique Joaquim
* update dependencies * poetry lock --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-10[Feature] Remove i18n (#6390)Henrique Joaquim
* remove i18n * poetry lock --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-10Security updates (#6387)Theodore Aptekarev
* Bump aiohttp to a patched version * Bump python-multipart to a patched version * Bump urllib3 to the latest patched version * Bump aiohttp-client-cache and aiosqlite to latest versions * Bump plotly.js and third level deps in frontend components
2024-05-10[Feature] - Create repo assets directory (#6384)montezdesousa
* feat: create scripts to generate repo assets * move script * publish.md * deletes unmaintained .md files * ruff * pylint * fix: website urls * fix: website urls * rename script * renames * create folder * mypy * PyDocstyle * fix: descriptions & websites * camelCase * change json structure * logo url * reprName * finra * logos * logo * logo * logo * logo * pylint --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-10fallback to to_df() method when results are a string (#6388)Henrique Joaquim
2024-05-10[Feature] Misc improvements on the Platform CLI (#6370)Henrique Joaquim
* section description * remove comment * show msg only if it's an OBBject * ommit coverage from menus * styling: no new lines after settings * Bugfix/cli max rows (#6374) * fix: cli max rows * fix: settings menu --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com> * add a new line only to separate menus and commands * if there's no menu description on reference.json, use the commands of that menu to create a pseudo description * use the PATH instead in the top of the menu help * default name len to 23 * keep command on the obbject so it can be shown on the results * left spacing regardless description * display cached results on every platform menu's help * display info instead of sections and display cached results * prepend OBB to use on the --data * config to set number of cached results to display * correct hub link * Save routines locally if not logged in. * Change the exit message * Point to new docs on first launch. * proper checking of max_obbjects_exceeded * fix global flag on local routines * Remove language from settings as it is not supported. * Remove rcontext flag * export to account multiple formats * Revert "Remove rcontext flag" This reverts commit 8a1f64b71c109217ce48a76a4c8e448157a5675f. * Remove * leftover * properly match provider being used with provider arguments so that kwargs are correctly filtered --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>
2024-05-10[Docs] Upgrade Docusaurus to v3 (#6386)Disorder AA
* da3: minor updates * da3: upgrade react 18 * da3: fix md content * da3: upgrade docusaurus 3, fix math in tables * da3: fix DocSearch * put search back * da3: fix details / summary --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-05-09[Feature] Update chart creation so it doesn't break the command execution ↵Henrique Joaquim
(#6382) * chart execution to not break the whole call * pylint: disable=broad-exception-caught --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-05-09fix fmp (#6383)Danglewood
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-09[Feature] - Redefined standard fields & multiple_items_allowed property ↵montezdesousa
changes (#6377) * feat: add field annotation and replace multiple items by dict * comments & details * fix: fix api & update docs website * ^ * remove empty info * descriptions * descriptions * fix reference.json * remove debug code * remove debug code * docstring * docstring * fix: standard fields propagate to providers * comment * better * better * better * better * better * mypy fixes * mypy fixes * reference * cli fix: if the argument is required (aka standard) it means we don't want to touch it, unless choices need to be added * cli fix: touch the help message (with the available providers) only if it's not on the signature (aka standard field) --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>
2024-05-09[BugFix] Update SEC pyproject.toml (#6379)Danglewood
* update sec toml * dash not underscore
2024-05-09[BugFix] Fix Currency Search (#6380)Danglewood
* fix currency search * test artifact * static files
2024-05-08fix pandas warnings (#6375)Danglewood
2024-05-08[BugFix] Ad 'x-' to json_schema_extra in Fields with unit_measurement (#6376)Danglewood
* add 'x-' to json_schema_extra - unit_measurement * mypy * more mypy
2024-05-07[Feature] EconDB Main Indicators (#6365)Danglewood
* add main indicators to economy.indicators * static assets * ruff * Adapt and add unit test * record test cassette * polygon test cassette * currency pairs * recapture test * mypy --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-07[BugFix] - Fix tests for release (#6372)Igor Radovanovic
* 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>
2024-05-07Sync main and develop (#6373)Theodore Aptekarev
* add snowflake integration video (#6339) * [HotFix] Fix broken URLs in docs page. (#6368) * Fix broken URLs * use full URL to other docs pages. --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-05-07[Feature] Handle repeated non standard arguments (#6366)Henrique Joaquim
* remove about message * handle repeated arguments * accomodate all the choices from different providers --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-07[BugFix] - Fix lowercase symbols (#6342)Igor Radovanovic
* Fix lowercase symbols * fix decorator for to_upper * add annotated results with underlying symbol info * ? * Improvements --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-07[BugFix] Set Chart Style Before Output (#6367)Danglewood
* set chart style before output * docstring * black --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-07[BugFix] Remove `Literal[None,...]` (#6371)Henrique Joaquim
* remove Literal[None,...] * pylint: disable=unused-argument * change to Filesystem 1K-blocks Used Available Use% Mounted on tmpfs 3257224 3044 3254180 1% /run /dev/nvme0n1p5 491732848 290872352 175808336 63% / tmpfs 16286112 81500 16204612 1% /dev/shm tmpfs 5120 8 5112 1% /run/lock efivarfs 246 66 176 28% /sys/firmware/efi/efivars tmpfs 16286112 0 16286112 0% /run/qemu /dev/nvme0n1p1 262144 60008 202136 23% /boot/efi tmpfs 3257220 15056 3242164 1% /run/user/1000 to avoid misleading linting attr errors
2024-05-06[Feature] Improve `OBBject` Registry (#6364)Henrique Joaquim
* registry belongs to the session instead * help message on results * abstract the update_completer a bit and also force the re-link of newly created obbjects so they're immidiatly available * new settings to control the obbject registry * new method to remove a certain index from the stack * using the new flags to control messages on the registyr * fix: add spaces to results --help * Update cli/openbb_cli/controllers/feature_flags_controller.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * rename to settings_controller * typo wrong attr * better messages and actually removing the oldest obbject --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-06[BugFix] SEC ETF Holdings - Try Catch for RemoteDisconnect Error (#6359)Danglewood
* try catch for RemoteDisconnect error * await sleep * remove not implemented helper --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-03[BugFix] - Remove multiple .envs (#6363)montezdesousa
* Remove .envs * Clean menu_text.py * Remove TODO
2024-05-02[Enhancement] - Sanitize sensitive data from `.cli.his` (#6361)Igor Radovanovic
* Sanitize sensitive data from .cli.his * fix long command providers --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-05-02avoid range index as it breaks interactive tables (#6360)Henrique Joaquim
2024-05-01[Feature] - Display command providers (#6355)montezdesousa
* fix: avoid calling Session() multiple times * rename session refs * fix: cmd text * fix: avoid Session() * fix: add providers by cmd * fix: timezones --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-01[BugFix] Intrinio EquityPriceHistorical - Return Error Message When Invalid ↵Danglewood
Key (#6357) * return error message when invalid request * mypy
2024-05-01create a title out of the route being used to use it as table title (#6356)Henrique Joaquim
2024-04-30Remove OpenBB Terminal from docs page (#6354)Igor Radovanovic
2024-04-30[Feature] - Rename terminal folder (#6349)montezdesousa
* rename terminal folder * docstring * Rename to openbb_cli * rename constant * rename .his file * pyproject.toml * Update pre-commit and remove docker-build.yml
2024-04-30[BugFix] Empty views on `econometrics` and `quantitative` (#6353)Henrique Joaquim
* ensure everything on the dataframe is a string * stringify columns of dataframe
2024-04-29move linting rules from pyproject.toml to ruff.toml (#6350)montezdesousa
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-04-29ensure everything on the dataframe is a string (#6351)Henrique Joaquim
2024-04-29provider parameters were being removed bc not in signature (#6348)Henrique Joaquim
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-04-29Clean gitignore (#6347)montezdesousa