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* 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
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* fix period
* remove validator because pytest doesn't know what to do
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* add default=None
* patch intrinio news
* pylint
* mypy
* no need to assign articles var before len
* more pylint
* other assignment
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* limit number of countries in TE request
* const
* disable=unused-argument
* warn and info when countries above 28
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
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* async sec
* linters
* pylint
* annotated results etf holdings
* black
* pylint doesn't always know best
* form_type
* unused import
* test things
* black
* ruff
* more test params
* ?
* think this does it
* json schema extra
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Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
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* economy router
* router endpoints
* update available_indicators
* add econdb provider extension
* black
* fetcher test
* country description
* recapture tests and router examples
* black
* codespell
* codespell skip
* codespell skip...?
* use . instead of * in codespell.skip?
* this is supposed to skip the file from codespell
* try another thing for codespell
* unused import
* pylint
* doc page example - df.filter needs axis
* unused argument
* more pylint
* mypy
* insert image to doc page
* recapture test
* description
* mypy
* Update .codespell.skip
* black
* linting..
* more linters
* black
* init docstring
* static files
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
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* 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
* dividend_currency -> currency
* yfinance field name
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)
* fix: remove specific imports
* make polygon historical tz-aware
* undo including that commit
* that PR wasn't supposed to be there.
* pylint unused argument
* fix polygon crypto historical intervals
* pylint
* new cassette
* fix the rest of the polygon historical price query params
* black
* pylint..
* integration test param
* appease daylight savings handling
* paginate for crypto currency and index
* black
* raise EmptyDataError when no results instead of returning an empty list
* ruff
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Hotfix/wrong pydantic validator (#6037)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.
* Use field_validator instead
* fix openapi schema fields `to_snake` (#6036)
* Fix data connectors link typo (#6038)
* [BugFix] - Improve Standardization - `EquitySearch` (#6033)
* 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
* use_cache as std
* adjust tests
* keep the skip
* re-record test
* black
* Docs / only display results for current platform (#6017)
* Update index.js
* Update index.js
* yfinance
* tzcache no longer exists
* fixxy
* ruff
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
* Improve the docstrings (#6040)
* Improve the docstrings (#6041)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* dont run base tests with v4 label (#6046)
* Sync excel reference (#6039)
* sync excel reference
* fix: change delimiter to comma
* feat: update data connectors
* test skipping wf
* Update unit-test.yml
* Update unit-test.yml
* test skipping wf
* watch label changes
* Update unit-test.yml
* [Enhancement] - Improve `news` router docs and examples (#6047)
* better docs
* static assets
* Feature/platform standardization notebook (#6049)
* Add platform standardization overview notebook to examples
* Add py.typed marker to openbb-fred
* [Enhancement] - Improve `currency` router docs and examples (#6045)
* currency search
* reference rates
* historical price
* static assets
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* display warnings based on preference (#6051)
* [Enhancement] - Improve `crypto` router docs and examples (#6048)
* crypto search add validation for '-'-separated pairs
* set default query value to None
* improve /crypto description with custom examples
* improve /crypto/price/historical description with custom examples
* updated static for crypto menu
* ignore line too long
* linting
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Final Implementation of Changelog V2 (#6050)
* Updated the release drafter to process the released changelog for OpenBB Platform
* Update release drafter configuration
* Add OpenBB Documentation Changes and Create Release
* Update process_changelog.py path in draft-release.yml
* Update release-drafter version and save changelog
* Copy changelog with python
* Update draft-release.yml to save Changelog
* Update draft-release.yml
* Encode and save Changelog to Base64
* Update Changelog saving method
* Update Changelog format
* Update CHANGELOG.md with release notes
* Fix draft release workflow
* Add cat command to print CHANGELOG.md
* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml
* Commented out config-name in release-drafter step
* Update branch name validation and process_changelog.py
* Refactor process_changelog.py to improve readability and maintainability
* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* improve discriminator logic, fix package return type docs (#6052)
* improve discriminator logic, fix package return type docs
* Update registry_map.py
* build package
* Update registry_map.py
* defaults
* Update registry_map.py
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Add LLM tools example notebook (#6053)
* Add LLM tools example notebook
* Update README, rename example notebook
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Remove the preference (#6055)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Standardise multiple symbols input (#6056)
* feat: remove list of str
* fix: update cpi
* package builder + cpi
* build
* fix: update unittests
* fix: check_item
* fix: unittests
* Improve the docstrings (#6057)
* update economy router docstrings (#6058)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fix OECD Long Term Interest Rate (#6060)
* fix long term interest rate
* pylint unused argument
* [Bugfix] - Fix economic calendar country (#6059)
* fix economic calendar country
* lint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)
* sp500 multiples cleanup
* remove dict from standard model
* static pacakge
* pylint
* [Feature] FMP Current Holdings (#6043)
* add fmp current holdings to etf holdings
* pylint unused argument
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Replace symbols in company/news (#6061)
* feat: replace symbols in /news
* fix: integration tests
* fix: integration tests api
* fix: typo
* Update test_intrinio_fetchers.py
* [Enhancement] Add function examples to router. (#6042)
* options router
* fixedincome router
* futures router
* missing comma
* static assets
* futures router
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Enhancement] Add function examples to Regulators Router (#6054)
* options router
* fixedincome router
* futures router
* missing comma
* static assets
* futures router
* sec router
* cftc router
* black
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fix World News (#6064)
* fix fmp
* fix intrinio
* fix biztoc
* actually commit intrinio fix
* fix tiingo
* unused import
* fix tests
* black
* ruff
* benzinga empty strings
* codespell
* fix test?
* more empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - remove unused validators from standard models (#6067)
* update standard models
* lint
* Update USD Liquidity Example Notebook for V4 (#5902)
* Update USD Liquidity Example Notebook for V4
* delete some v3 text in the copperToGold
* Update README.md
* findSymbols preview image
* Google Colab preview image
* financialStatements preview
* content tsx file
* ### title
* convert tsx to json
* indent size
* double quote keys.json
* trailing commas
* Update content.json
* patch
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix QA Examples (#6072)
* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)
* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs
* Update branch naming guidelines link
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Feature/charting obbject (#5938)
* fix circular import issues on the obbject extension framework
* settings available on the obbject
* extension init
* charting assets and code
* introduce to_chart functionality
* removes the to_chart method from obbject in detriment of the one from the obbject extension
* Update openbb_platform/obbject_extensions/charting/charting/__init__.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* fix on the show method
* adding the example to the to_chart docstring
* copying the exsting README from charting extension - needs to be revamped
* moving to openbb_charting instead
* update the pyproject.toml file
* pydocstyle
* versions
* better docstrings
* making accessors public
* removing unnecessary credentials variable cc @montezdesousa
* removing access to extra/metadata and use designated private attrs instead
* Fixes linting for the logging service (#5992)
* lints
* typing.Type instead
* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it
* tests for the obbject charting extension
* removing charting service from command runner
* filter functions not implemented in the module
* remove charting service tests
* removing charting service on the tests for int tests
* charting integration tests
* removing charting service file
* removing old charting extension code
* revamp builder
* fix obbject tests
* fix command_runner tests
* removing openbb_figure_table
* better website docs
* reviewed readme
* unsetting api key for posthog (pywry) windows
* added debug_mode to the system settings
* removing api key
* update nightly script
* fix tests
* black
* black
* Revert "black"
This reverts commit 21d76ad689087b4ad38cec55667186263363c89f.
* Revert "black"
This reverts commit 0904653fd73518c0d345a82f91f4cb06cfa84cb6.
* black for henrique
* returning a list instead
* better docstrings
* removing unnecessary indicators docstring
* typo
* black
* intentional access to protected member
* changes to publish script
* filtering deleted files
* black
* adding render argument
* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named
* adding the hability to add you own data to to_chart method
* tests
* black
* disable protected access
* accept kwargs to eg. save image
* adjustment cc Igor
* add if statement for protection
* remove unused return typing
* fix technical charting views
* better error message cc @IgorWounds
* better structure and fix test
* Revert "better structure and fix test"
This reverts commit 612ea6117ce064d5e41f74e72e171646be614408.
* Revert "better error message cc @IgorWounds"
This reverts commit 3d7ee53878b7742d187e83f7e5d4c27438aa40ef.
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix CAPM example (#6075)
* Start removing dead v3 commands for deprecation (#6070)
* Yeet tokenterminal
* Yeet crypto/onchain/hr and gwei
* yeet luna
* yeet coinglass
* yeet dps/ctb
* yeet reddit
* yeet covid
* actually not yeeting
hide yfinance future warning
* yeet options/hedge
* not yeeting. i18n words
* something happened on accident
* still fixing
* git reset/git checkout -f 2516cfbc72d23a7656715314ea94cc34d4c994ee website/content
* still not sure whats going on
* Edit workflow to not look at deleted files + change bootup message
* Dont pin the workflow to my branch always lol
* Remove askobb
* [Feature] - Comma separated string and list inputs (#6062)
* feat: balancesheet
* feat: income statement
* fix: cash flow statement
* feat: financial ratios
* feat: reported financials
* feat: revenue business line
* feat: revenue per geography
* fix: warnings
* Update balance_sheet.py
* fix: remove warning imports
* feat: balance sheet growth
* feat: calendar ipo
* feat: cashflow growth
* feat: __validators__
* fix: typing
* fix: validator msg
* feat: trailing dividend_yield
* feat: short volume
* feat: share statistics
* feat: price target + consensus
* fix: update validator
* feat: historical dividends
* feat: key executives
* fix: getattr directly
* fix: type hint validator
* fix: add default to getattr
* typo
* feat: otc
* feat: options chains
* fix: remove list validators
* feat: add validator dict to fetchers
* lint
* update standard models
* lint
* feat: rename validator
* fix: ownership
* feat: query params description
* fix: balance yfinance
* key execs, income statement
* remove change
* fix: revenue geographic
* fix: disable pylint
* fix: unusual + balance
* unit test validator
* minor fix
* explicit validators
* update test
* feat: multiple items allowed
* rebuild
* move check_single_value
* crypto historical
* order providers
* fix typing
* rename extra dict
* marking multiple items allowed
* Revert "marking multiple items allowed"
This reverts commit 7da04817e18b2c9e373ffde9134f3949d11f58dd.
* error msg
* fix: default provider runtime vs configuration
* minor fix
* docstring
* revert default changes
* get provider before executing cmd
* fix container bug
* clean filter
* add comment
* prevent bad defaults
* update docstring
* typing
* fix
* black
* fix docstring generation
* [Feature] - Mark multiple item fetchers (#6074)
* feat: price target
* bezinga company news
* equity quote
* marking multiple items allowed
* more multiple items
* black
* rebuild
* another batch
* rebuild
* another
* cpi
* move prop
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* rename var
* update msg
* rename func
* fix test
* mypy
* ruff
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* [Feature] Add Regional Data Endpoint from FRED (#6071)
* add regional data endpoint from FRED
* codespell
* ruff
* sort imports
* add provder='fred' to integration test
* thought I already sorted those imports..
* pylint..
* more test params....
* even more test params...
* even more test params....
* static assets
* reconfigure params
* ruff
* alias dict
* recapture cassette
* router doctstring
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Fix most integration tests (#6082)
* Fix most integration tests
* Lint
* Fix price_target column for Benzinga (#6083)
* Release/4.1.4 (#6081)
* static assets
* patch version increase
* core update
* bumping versions
* bump finviz version
* bump versions
* bump versions on package.extension
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add dates to /quantitative as needed. (#6078)
* Add dates to /quantitative as needed.
Run new black
* Fix tests
* Pycharm is weird sometimes
* uncommit
* Add default window + error handling + mistake
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)
* add etf.equity_exposure from FMP
* empty data error
* recapture cassette
* pylint unused argument
* Fix router example typo
* fix test...?
* static file to fix test?
* fix test..?
* __json_schema_extra__
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix Equity Integration Tests (#6086)
* fix equity integration tests
* black
* pylint
* black
* black
* move df_apply to helpers
* unused import
* remove file that shouldn't have been added
* oops. didn't remove a couple lines
* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)
* standardize price_target
* add analyst search
* black
* more black
* ruff
* linter, test parmas
* last missing param
* get rid of convert to upper
* ruff
* pylint
* [BugFix] - Fix POST docstring examples (#6095)
* Fix POST docstring examples.
* Move router examples to command decorator
* [BugFix] Fix `treasury_rates()` (#6092)
* fix treasury_rates
* drop rows with no data
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* clean up the remains from my yeeting (#6089)
* clean up the remains from my yeeting
* was not careful
* Add ETF examples (#6102)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* [BugFix] Fix integration tests (#6100)
* fix int tests
* fix obbject int tests
* fix quant tests
* fix index tests
* use python 3.10 instead
* remove cache
* end_date < start_date
* [Enhancement]: Add TMX data provider extension. (#5913)
* dev install
* add TMX provider extension
* normalize ytm and coupopn_rate values
* black
* codespell
* ruff
* black again
* pylint
* ftw
* undo what Pylint thinks is best
* more black
* renovate insider_trading standard model
* fix tests
* typo
* tests
* empty string
* pylint unused argument
* nans for some reason
* black
* static files
* static files with openbb-tmx installed this time
* yfinance TypeError..?
* NA -> N/A
* update for version bump
* list exchange-calendars as tmx dependency
* eod chains date -> eod_date
* new line
* not that file
* more black
* one more black
* fix weird merge thing
* ruff
* index constituents params
* insider trading
* fixing things
* black
* black AGAIN
* news integration params
* the other missing param
* ruff
* historical dividends field update
* add json_schema_extra
* gainers
* symbols -> symbol
* company news symbol
* unit test param
* review items
* wrangle a rogue field
* index router example
* company news thing - symbols -> symbol
* field name map
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - OBB.GET (#6097)
* create OBB.GET and data slicer page
* remove quotes
* format description
* wording
* functions.json
* sidebar position
* remove if stamente
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions
* Make a performance and a stats submenu.
* Test the statistics functions
* lint
* lint
* dupe test
* pylint
* ruff
* Try tests quick
* black magic signature funcs
* fix my custom tests
* Fix the existing imports/urls
* push the api update
* okay I figured out whats going on
* this should be all of them
* Correct docstringing examples
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve
* standard model update
* Update unit-test workflow to check for changes to openbb_platform (#6109)
* [Bug fix] - Fix package mypy (#6110)
* fix: package mypy
* types
* black
* [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar
* feat: compare router
* fix descriptions
* darkpool + discovery
* fix paragraph issues
* fix descriptions
* fundamental part 1
* fundamental part2
* transcipts
* ownership
* fix
* price
* shorts
* Update darkpool_router.py
* minor fix
* shorts examples
* examples
* ruff
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Add `exception_handler` decorator to static (#6112)
* add exception handler decorator
* add exception handler decorator code
* updated static
* rebuild to fix docstring indentation
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update extensions list (#6114)
* add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove charting extension env var (#6118)
* [BugFix] Fix Company News (#6111)
* fix company news
* update tests
* multiple symbols for polygon
* don't include pageSize in Benzinga querystring, fixed as 100
* remove extra space
* black
* unused imports
* make benzinga test cassette smaller
* missing params
* clear empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)
* allow multiple symbols in key_metrics from yfinance
* field order thing
* remove unnecessary function (#6125)
* [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.
* WIP: Experimenting with react-player
* WIP: Add copilot docs.
* fixes videos width/height
* WIP: Refine videos and copy.
* WIP: Add last videos and sections.
* Add bring-your-own-copilot section.
* Tweak grammar.
* Add copilot link.
* Fix typos.
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close
* ..just the one
* update the model tripped by this change
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* added australia as a country also (#6131)
* [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model
* fix description
* Update cik_map.py
* increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* clean up some v3 deps (#6105)
* clean up some v3 deps
* forgot we need to do the requirements txt files
* not sure it matters, but run ruff + black
* am addicted to bug fixes
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring
* rebuiild
* rebuild again
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)
* fix validator in fmp IndexHistorical model
* make ValidationError pretty
* modify arg error
* linting fmp IndexHistorical
* black
* remove unused code
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
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