|
* add snowflake integration video (#6339)
* [HotFix] Fix broken URLs in docs page. (#6368)
* Fix broken URLs
* use full URL to other docs pages.
* [Release] 4.2.0 (#6422)
* [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
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX #5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX #5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb6aa9e653dcb5db733798408b72a82e.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555d97132f6bddcbc4a4facdd97ecc591.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2adf82fed3a35d34fad6a2e3ba3ae1d49.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9af92ed676d8f8047c31e74daf7b8b2.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX #5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content |
