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2024-01-17add terminal reference markdown files to gitignoredocs/reference-removalDidierRLopes
2024-01-17remove content/terminal/reference folder that is autogeneratedDidierRLopes
2024-01-17add pro widgets-library autogenerated md files to gitignoreDidierRLopes
2024-01-17remove widgets-library for pro which is generated automaticallyDidierRLopes
2024-01-17add sdk reference to gitignoreDidierRLopes
2024-01-17get rid of content/sdk/referenceDidierRLopes
2024-01-17add markdown generated files for platform to gitignoreDidierRLopes
2024-01-17remove reference and data_models for platformDidierRLopes
2024-01-17`equity.estimates.price_target` - Integrate with Benzinga (#5946)Henrique Joaquim
* 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>
2024-01-17hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)Danglewood
* 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>
2024-01-17fix: adds logic to check whther user is logged in on hub (#5941)jose-donato
Co-authored-by: Luqman <luqazino@gmail.com>
2024-01-17move government-us to community in dev_install (#5963)Pratyush Shukla
2024-01-17Log custom headers (#5966)montezdesousa
* add custom headers * fix: send on startup and defaults * pylint * unittests
2024-01-17Update to OpenBB Add-in for Excel (#5965)minhhoang1023
2024-01-16hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)Danglewood
* convert intrinio balance sheet values to float type * unused import * typo in alias dict
2024-01-16Excel tutorials on the docs (#5956)DidierRLopes
* update workflows name to tutorial * update title * get barebones to bring in Excel videos * tutorial excel videos in
2024-01-15Docs/remove core refs (#5957)montezdesousa
* remove references to core: PathHandler + ProviderInterface * remove unused function * add comment * regenerate * fix a few examples * add comment * rename file
2024-01-15hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)Danglewood
* fix limit param * pylint unused argument, recapture test cassette --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-14Create Excel templates page (#5947)montezdesousa
* 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>
2024-01-12`equity.fundamental.dividends`: allow filter by date (#5932)montezdesousa
* allow filter by date * ruff * pylint * fix tests --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-12docs/data-models-url: Fix URLs on Development Page (#5944)Danglewood
* fix url to the standard models * github links
2024-01-11Hotfix/fix typo (#5948)Igor Radovanovic
* Disable auto_build on test run * Fix typo * Revert
2024-01-11Hotfix/remove unused workflow (#5945)Igor Radovanovic
* Disable auto_build on test run * Remove unused workflow * Revert
2024-01-11Custom deprecation message in API endpoints and Python commands (#5942)Pratyush Shukla
* 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>
2024-01-10Categorize release notes based on labels for OpenBB Platform (#5943)Luqman
* 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>
2024-01-10Update excel docs (#5940)montezdesousa
* update basics * update reference generator
2024-01-10Disable auto_build on test run (#5937)Igor Radovanovic
* Disable auto_build on test run * Move to conftest
2024-01-10Improving Platform's import time (#5894)Henrique Joaquim
* 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>
2024-01-10Add date filter + symbols to comp (#5931)montezdesousa
* add date filter + symbols to comp * make sure year is in d * tests fix
2024-01-10Fix vwap FMP error (#5936)Igor Radovanovic
* Fix vwap FMP error * Linting * Painlint
2024-01-09Add filtering to AV historical price (#5928)Henrique Joaquim
* add filtering to av historical price * lints --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-09Allow multiple symbols `equity.profile` (#5929)montezdesousa
* 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>
2024-01-09hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments ↵Danglewood
revenue. (#5921) * add fiscal_period to revenue by geography and business line * data description and unused imports * update test cassette
2024-01-09feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)Danglewood
* standardize EquityQuote * intrinio reference * rogue comma * pylint --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-01-08Add json_schema_extra to openapi.json (#5930)Igor Radovanovic
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
2024-01-08Introduces a limit argument for the ↵Henrique Joaquim
`equity.fundamental.trailing_dividend_yield` endpoint (#5925) * introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint * add default args to test
2024-01-08Docs/bug fix (#5926)montezdesousa
* fix pro link * fix wrong example
2024-01-08Re-record tests and fix symbol bug (#5924)Igor Radovanovic
* Re-record tests and fix symbol bug * nordvpn us ftw * @IgorWounds says "SPY >> IOO" --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-08Docs/excel examples (#5920)montezdesousa
* 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>
2024-01-08hotfix/yf-futures-historical: yfinance historical futures multi-ticker ↵Danglewood
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
2024-01-06hotfix/backend - Initialize OpenBBFigure (#5912)Danglewood
* create backend * openbb_figure * black * pylint * pylint again --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2024-01-05docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs ↵Danglewood
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>
2024-01-04Hotfix/terminal tests (#5919)Henrique Joaquim
* skip supressed arguments * silent way of customly load on quote * specify source for call_load
2024-01-03Release/4.1.0 (#5901)Henrique Joaquim
2024-01-03Update index.md (#5906)DidierRLopes
2024-01-03hotfix/fmp-price-performance-zeros: Replace returned zero with None and ↵Danglewood
normalize percent values. (#5918) * replace zeros with none and normalize percents * pylint unused argument
2024-01-03Fix test (#5916)Igor Radovanovic
* Fix test * Skip ultima integration tests --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2024-01-03hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement ↵Danglewood
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>
2023-12-28docs/legacy-install: Add warning at top of page - Instructions on this page ↵Danglewood
are for installing the Terminal (#5904) * add warning at top of page - instructions are for installing the Terminal app * pip install openbb-nightly
2023-12-19feature/financials - PR for working on structure of financial statements. ↵Danglewood
(#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>