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2024-05-18sort intrinio outputfeature/forward-ebitdaDanglewood
2024-05-18Merge branch 'develop' into feature/forward-ebitdaDanglewood
2024-05-18[BugFix] FMP Screener - Convert sector param choices to lower_snake_case (#6432)Danglewood
* sectors as lower_snake_case * pylint disable unused-argument * fix tests * workaround for pytest * benzinga alias * sec form types with spaces * fmp insider trading * pylint disable unused argument
2024-05-18codespellDanglewood
2024-05-18forward ebitdaDanglewood
2024-05-17[Feature] OpenBB Platform DevContainer (#6426)Henrique Joaquim
* devcontainer and its docs * typo * remove file * remove comments from json
2024-05-17fmp key metrics (#6428)Danglewood
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-17[Feature] Small CLI docs style improvements (#6429)Henrique Joaquim
* use platform cli everywhere * cli w same color as platform * same colors as platform * fix tests
2024-05-17[BugFix] Do Intrinio News TO-DOs -> Remove workaround because they fixed it. ↵Danglewood
(#6427) * TO-DOs done * recapture test cassettes --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-17[BugFix] Clear Linting Items (#6423)Danglewood
* fix some linting items * pylint stuff * black * index_snapshots * ruff * forgot to add this file to commit * black
2024-05-16[BugFix] - `dev_install.py` updates (#6424)montezdesousa
* fix: use tomlkit instead of toml & add --cli * fix: remove cli option, poetry groups ignored by pip * fix: redirect unittest patch * adding --cli to the dev install --------- Co-authored-by: hjoaquim <henriquecjoaquim@gmail.com>
2024-05-15[Release] 4.2.0 (#6420)4.2.0Henrique Joaquim
* add snowflake integration video (#6339) * [HotFix] Fix broken URLs in docs page. (#6368) * Fix broken URLs * use full URL to other docs pages. * remove nest_asyncio.apply() * fix: sort tradingeconomics country choices * fix lint * fix: clean _callback function * assign to empty dict * feat: add licence to .toml files * fix: readmes * fix: add CLA url * release: 4.20 % dependencies * Skip deprecation test * lint * Sync with main (#6421) * 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> * pylint disable possibly-used-before-assignment * Update CLI toml --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2024-05-15[BugFix] - Update GitHub workflows (#6418)montezdesousa
* Fix technical example * Remove blocking wf command * rename wf file * rename wf file * fix: gh pages wf * gh pages * pip install toml * toml * activate venv? * activate venv? * simpler? * ^ * install toml in venv * install the full project first * Update poetry after venv * setuptools & venvs * install requests instead * package-lock.json -> yarn.lock * wf name --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
2024-05-15missed unit_measurements (#6416)Danglewood
2024-05-14Update the license of the code in this repo to AGPL (#6415)Theodore Aptekarev
* Change license to AGPL * Add licensing FAQ to the platform docs
2024-05-14Improve web security (#6405)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 * Bump fastapi to a patched version * Update lock file after the python-jose removal
2024-05-14add linux stuff to pre-requisites (#6411)Danglewood
2024-05-14[Feature] CLI docs (#6362)Henrique Joaquim
* cli docs website * changes * remove unused feat flags * typo * yeet stuff that can't be used * some progress * Add home screenshot * screenshots.md * fix links * new cards for cli pages * start config page * more updates * Add screenshots * flatten some things. * fix link * some more updates * some routine stuff * codespell * cli color * results in the global commands * increase codeBlock line-height * remove platform warning, obb is a class * minor change, danger warning * typo? * Data processing commands --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-05-14[Feature] - OpenBB Platform CLI Unit tests (#6397)Igor Radovanovic
* Unit test batch 1 * CLI controller * Test batch 3 * Test batch 4 * Test batch 5 * clean some workflows and setup actions * test * rename wfs * rename * update action * Skip * fix cli tests --------- Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2024-05-14[Feature] Main README (#6403)Henrique Joaquim
* main readme * lints * mention platform cli * test platform imgs * Update README.md platform imgs * break line * Update to Platform images * remove old images --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
2024-05-14add platform imgs (#6410)Henrique Joaquim
2024-05-14[Feature] Styling adjustments (#6408)Henrique Joaquim
* styling adjustments * auto completion for main menu commands; cached results style * move platform settings above * don't check if obbject.results - we want to have the error message if smt goes wrong with the to_df() * register only if there are results * minor style change --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
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
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