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* break out the Usage section in docs pages
* codespell
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* Delete reference and data_models contents
* Update gitignore
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Co-authored-by: Andrew <andrew.kenreich@gmail.com>
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* fix: ensure var_kw args come last in signatures
* remove package builder change
* Update package_builder.py
* fix: warn only when ExtraParams
* track VAR_KEYWORD
* minor fix
* type Any if no type provided
* minor fix
* fix test
* fix: _as_dict
* ruff
* update reorder_params unit test
* update func default and tests
* typing
* update comment
* update comment
* rename var
* Update command_runner.py
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Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
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* update wf file
* Update platform-api-integration-test.yml
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* first batch
* another
* another
* another batch unyped defs
* final untyped defs
* update yml
* pylint
* remove unecessary __init__.py files
* Revert "remove unecessary __init__.py files"
This reverts commit 5977eccfee7e2f536d7f2d039ba7a753d4c66695.
* fix company_news typing
* rename func
* fix tests
* tests
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* duplicated warning
* if the event loop was closed - create a new one to process the image
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* response callback and equity quote
* merge branch develop
* fix some more
* static files
* test param
* executive comp
* some more fetchers
* test cassette
* black
* another one
* some more
* etf equity exposure
* price_performance
* black
* ruff
* test params
* more test params
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Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
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* feat: warn if wrong kwargs
* fix: remove query test
* fix: add tests and fix bug
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Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
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* [Critical] Sync `main` with `develop` (#6202)
* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)
* intrinio equity search
* integration tests
* test
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)
* yfinance multi-ticker support
* multi-ticker support for market indices
* crypto multi-ticker support
* recapture tests
* yfinance cache and tests
* currency historical multi-ticker support
* style things
* black
* missed a values
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Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)
* add treasury prices endpoint to fixed income router
* adds tests
* black
* ruff
* import statements
* standard model imports
* black
* some cleanup
* black
* async router
* make async
* str outpuot
* bytes object not string
* docstring typo
* multi-line f-string
* encoding
* duplicated conditional
* black
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Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)
* add ETF holdings from SEC provider
* black
* helper function params
* edge cases
* ruff
* add validator in company filings
* remove xml field
* update import
* cleanup parsing
* missing datetime import in company_filings
* black
* unused import
* add missing py.typed files
* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)
* add nasdaq to equity search
* black
* unused import
* make async
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Excel docs (#5870)
* first test
* remove old reference
* bring this file back
* generate sidebar and write empty mds
* generate index.mdx
* get description from cmd_lib
* fix reference card error
* rename file
* generate markdown
* regen
* add last+hist
* update pages with seo metadata
* format types
* small fix
* css sux
* add usage placeholder
* set hidden by default
* nah
* add cmds and menus to reference
* lint
* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py
* format mds
* remove space
* fix commands heading
* redo folder structure
* add back cmd description
* move card to var
* different main folder
* clean
* move vars
* refer to editor
* rename var
* done
* recreate folder structure
* add section: syntax + minor adjustments
* remove return type
* remove return type
* rename api to library
* minor fix
* remove api folder
* remove api folder
* formatting
* improve basics
* basics
* fetch functions.json from website
* complete basic
* change syntax to use semi-colon
* basics
* basics
* remove space in sig
* remove sections
* add metadata
* Update formula builder
* add tabs
* Update index.md
* complete basics and formula_builder
* Update index.md
* add windows screenshots
* restructure folders
* regenerate with latest add-in version
* move Excel sidebar
* rename function and add comment
* now it's working
* logic
* rename folder
* Update formula_builder.md
* fix
* hide excel for now
* some explicit typing
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Co-authored-by: tehcoderer <me@tehcoderer.com>
* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)
* init
* Update helpers.py
* filter URL on raise
* polygon, fmp done, update cassettes
* updates
* cleanup
* revert tests for now
* Update discovery_filings.py
* Update helpers.py
* add `async` overload to `Fetcher.extract_data`
* update merged fred models
* tests, improve fred series
* Update insider_trading.py
* insider
* tests
* intrinio
* Update equity_historical.py
* implement abstract async extract on Fetcher, with simple switch
* cleanup
* Update helpers.py
* Update helpers.py
* fix fmp historical deprecated urls
* Revert "fix fmp historical deprecated urls"
This reverts commit 1a760a24737ed3d1439472bdb4c47aa778bcce8b.
* fix fmp `index.market` 1day url missing query params
* Update test_fmp_market_indices_fetcher.yaml
* field fixes
* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`
* `async_requests` -> `amake_requests`
* Update company_news.py
* add sort to index `integration` params
* add `client.py` tests
* Update equity_search.py
* Add lost v in platform api version string
* Resolve linter errors here and there
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Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Allow this to be run in parallel (#5872)
* Limit mypy v3 linting to only the diff of the PR (#5878)
* Use custom parametrize from news menu tests (#5873)
* Use custom parametrize from news menu tests
* Update Ultima unit test cassettes
* Command Schema (#5874)
* POC
* Filter by provider
* pass base_app as parameter
* add typing + TODO
* fix some typing
* Fix unit tests
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Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)
* Parameterize obbject.to_df with index and sort_by
* unit tests for obbject
* keep using the date as default to use on basemode_to_df()
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Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)
* changes to the hqm output
* typo
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Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Refactor method in RegistryMap (#5879)
* refactor extract_info
* add comment
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Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove Literal from providers in OBBject (#5882)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix version (#5883)
* Fix version
* Fix linter on terminal
* Refactor package builder (#5880)
* breakdown builder + remove black
* rebuild
* rebuild
* rebuild
* rename method
* format built code without black
* we still lint if it's available
* fix existing tests
* add linter tests
* add black to dev deps
* auto_build as instance method
* reorder methods
* typing
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* small refactor for simplification (#5886)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* 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
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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
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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
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Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix test (#5916)
* Fix test
* Skip ultima integration tests
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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
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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"
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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
* d |
