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2024-05-11missing decoratorbugfix/econ-calendarDanglewood
2024-05-11set default dates in transform queryDanglewood
2024-05-10Merge branch 'develop' into bugfix/econ-calendarDanglewood
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
2024-05-10Merge branch 'develop' into bugfix/econ-calendarDanglewood
2024-05-10add 1 to n_urlsDanglewood
2024-05-10pylintDanglewood
2024-05-10more blackDanglewood
2024-05-10blackDanglewood
2024-05-10fix econ calendarDanglewood
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
2024-04-29[Feature] OpenBB Platform CLI (#5302)Henrique Joaquim
* rename sdk_token to pat to follow hub convention * black * move OpenBBError class to error model * add OBBject class docstring * pylint * add futures to app docstring * Linting * Fix chart-related mypy errors. Co-Author: ’hjoaquim’ * Fix more mypy warnings * Build static * MyPy improvements * move get_branch request to logging_settings (#5348) * move get_branch request to logging_settings * black * add todo * Revert "add todo" This reverts commit 7e3af83e3d17fda63280a3bf5a68206f722c7ee7. * add todo * Update logging_settings.py * mac/linux install script python output suppressed * rename .settings to .user for consistency * update readme * update readme * Linting * Linting and improvements * Regenerate static files * Snake_case, mypy, typing, improvements. | Co-Author: montezdesousa * Rebuild * Revert Fetcher * better cpi * Snake case * fixes: major_indices_eod for intraday, optional company_overview atrs * Feature/remove unncessary stuff (#5346) * removing the journal service from the command_runner * remove the journal service and fix tests * removing journal from the command_runner * removing journal entry references and adding optional metadata * rebuilding static assets * removing all references to journal entry * removing all references to journal and journal repository * removing journal query references * restructuring the command runner * fix argument mismatch and settings to user mismatch * dropping command runner session * re generation of static assets * ruff n black * removing introduced bug * removing duplicate reference due to merging * 3.8 compatible static assets * changing the way we deal with erros - removing the Error model * removing unncessary filters * fixing tests * regenerating static assets * remving mongodb references from user service * remving mongodb references * updating dependencies with removed pymongo * updating dependencies with removed pymongo * removing useless call * fix typo * ruff * fixing tests * ruff * removing leftovers * making registry map 3.8 compatible * static assets * ruff * Hotfix/squeeze import (#5358) * remove commit_hash and branch references * lazy load stats, scipy, pandas_ta * black & ruff * adding commithash back to log prefix * fix test --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * .user got lost in merge * improve __repr__ for sdk classes * changing posthog project key (#5362) * Linting and improvements * Rebuild QA * fix py38 + metadata ref in docstrings * doc ident * restore qa * update readme: remove journal * doc detail * disable black in App docstring * update readme: command execution * ruff * remove run_in_isolation: cannot pickle nested classes * remove outdated dir openbb_sdk * outdated workflow * update ruff * dependency related changes * using model validator instead * adjustments to the system model * minor adjustments * revert all changes on stocks controller * working historical price * controller_builder file * process class recursivly * adding translators prop * poc with platform as a menu and as command * paths feature * adding subcontrollers * offline access * menu text as obj variable * adjustments * move help to base class; print tables using rich table (for now); clear the choices for better autocompletion * introducing the platform controller factory * remove unnecessary file * revert changes to files * dinamically generate platform menus * generated platform commands * poetry lock * fix for literals and choices * adjustments - recursive iteration only if it's a class * router name should be lower() to match the class processor * deps * better output * handling base models * comment call_news * Feature/v4 deprecate everything (#6113) * comment call_news * remove news * remove keys controller * remove settings controller * remove ta forex * remove qa economy * remove ta stocks * remove qa stocks * remove fa stocks * remove ins stocks * remove gov stocks * remove dps stocks * remove ba stocks * remove bt stocks * remove stocks * remove stocks base controller class * ruff * remove qa forex * remove oanda * remove forex * remove forex * remove forex * remove mention to fx_tickers * remove ta crypto * remove qa crypto * remove dd crypto * remove crypto controller * remove crypto references * remove economy controller * remove economy folder * remoe etf controller * remove reports controller * remove dashboards controller * remove alt controller * rmeove etf files * remove alt files * remove custom reports * remove dashboard files * remove econometrics controller * remove forecast controller * remove reports files * remove forecast files * remove econometrics files * remove portfolio * remove futures * remove fixedincome * remove funds * remove sdk and common * remove all from init * remove reference to ipykernel * remove reference to ta_helpers * remove reference to ta_helpers * cleanup * adjustments to choices * remove old sdk generator * remove mention to dashboards * ruff * cleanup * remove logging infra * remove decorators * remove sdk audit * remove tought of the day * remove tought of the day * fix commands andmenus choices * fixing lints * ruffs * remove old tests * deps trim * using container as condition for recursion * remove unnecessary dependencies * move dep to better section * python versions * poetry lock * better custmo annotations * handling properties * handling edge cases: no func_doc and when signarute doesn't match type hints (self) * reverting treating models as props * provider groups * comment debug stuff * Revert "comment debug stuff" This reverts commit f0a86f04a809d5feef45beb6546443dbb6620eeb. * comment debug stuff * little adjustment for annotated types * injecting the reference to make the custom argument groups available * comments * custom model_dump to drop choices * deprecated * remove update option * remove update * remove translations * remove account controller * command descriptions * menu descriptions * removing interactive tables * limit the number of columns and rows * menu descriptions * show indexes * More cleanups (#6245) * renames * remove .init files * remove unused files * remove session stuff * remove session and sources stuff * remove unused models * remove sdk session * remove charting infra * remove charting stuff but allow console style * updates in models * raise directly * call terminal directly and remove artifacts * remove reference to sources * remove reference to source arg * remove reference to source arg * remove unused stuff * remove screenshot and raise directly * remove unnecessary helper classes * update the config file * remove references to old charting infra * call terminal directly * update deps * make user always local for now * rename to CLI * ruff * export options * export functionality * update rich * update example routine * fix issues with queue * temporary workaround for username * deprecate main menu commands * deprecate commands and remove unused stuff * deprecate commands and remove unused stuff * deprecate commands and remove unused stuff * adjustments and cleanups * routines syncing w hub * small adjustments to point to the right instance * whoami * custom terminal style * adjustments related to preferences * deprecate stuff * rename terminal style * deprecate more things * more deprecation * more adjustments * current settings - deprecating preferences, user and system * terminal settings * revmap custom terminal settings * cli version * ruff * black * linting fixes * happy mypy * ruff * remove old terminal build files * remove devcontainer * update dependencies * trim commands and its descriptions * better warnings * remove commands and menus str and show warnings if dev mode * get command descriptions from the translators instead * Add username in brackets if logged in * fix buggy command descriptions * [Feature] Bug fixing the Platform CLI (#6291) * fix buggy command descriptions * new reference structure * Seggregate data commands from others (settings etc) * fix table html for charting extension * number of rows and columns as a setting * interactive tables * adding menu descriptions --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * fix the way reference was being passed * fix choices parsing for providers * loosen to get instead * obbject registry class * obbject registry class * using the obbject registry to show available options * link obbject results to data processing commands data argument * small improvements to correctly get the standard args * intersecting data processing commands and matching the obbject trough its id * poetry lock * use openbb field * safe json conversion and trimming * better at finding nargs when union * improved obbject registry using a stack * data processing section * Update argparse_translator/argparse_class_processor.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * fix: remove unused function * fix: terminal.py -> openbb_terminal/cli.py * fix: move local model function to utils & delete module * fix: rename hub_model.py to hub_service.py * fix: delete paths_helper.py, not used * fix: circular import console * fix: move terminal_style.py from plots/ to config, delete plots/ * fix: delele base_helpers.py, function moved to env_handler.py * fix: move custom_prompt_toolkit.py to core/completer * fix: delete requirements.txt, we can export them later if needed * fix: move routines stuff to routines/ * fix: move rich_config.py to core/config * fix: rename parent_classes.py to base_controller.py * Danger: create controllers/ and move stuff * fix: move custom_prompt_toolkit.py to config and delete completer/ * fix: rename custom_prompt_toolkit.py to completer.py * fix: move rouines stuff to folder * ^ oops * Edits * fix: settings import * fix: openbb command * Fix routine record when local user * Lint * Remove quickexit * Fix timezone change * fix data processing commands: not allowing multiple items + need to allow 0 (which evalutes as false) * split comma separated strings into a list so that the cli can consume them * Feature/move terminal files (#6344) * Move terminal files into openbb_terminal * move routines * Create session to handle console, user, settings, etc. * Reset... * Bring back frontend-components * Move frontend-components to openbb_terminal * rename vars * remove doc * rename method * rename method * fix routines * read settings from .env * rename methods * ^ * ^ * better * bug * ^ * move frontend-components back to root level * revert changes * type checking only * docstring * fix: settings autocomplete * comment * use openbb_core singleton * rename src to fix openbb command * fix poetry build * readme --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: tehcoderer <me@tehcoderer.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2024-04-26Move files used in gh actions from root (#6346)montezdesousa
* Move files used in gh actions from root * keep this * pydocstyle * ^ * fix: relative path, os independent * use relative root path * ^ * move noxfile.py to .github/scripts * remove flag
2024-04-25[BugFix] Intrinio Balance Sheet Period (#6343)Danglewood
* fix period * remove validator because pytest doesn't know what to do
2024-04-24Add pip install requests openai to the workflow file (#6341)Luqman
2024-04-24rename the summarize changelog file (#6338)Luqman
2024-04-24Summarize Changelog (#6335)Igor Radovanovic