Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

openbb_platform/extensions/equity/integration/test_equity_api.py

@@ -969,6 +969,44 @@ def test_equity_search(params, headers):
     assert result.status_code == 200
 
 
+@pytest.mark.parametrize(
+    "params",
+    [
+        (
+            {
+                "industry": "REIT",
+                "sector": "Real Estate",
+                "mktcap_min": None,
+                "mktcap_max": None,
+                "price_min": None,
+                "price_max": None,
+                "volume_min": None,
+                "volume_max": None,
+                "dividend_min": None,
+                "dividend_max": None,
+                "is_active": True,
+                "is_etf": False,
+                "beta_min": None,
+                "beta_max": None,
+                "country": "US",
+                "exchange": "nyse",
+                "limit": None,
+                "provider": "fmp",
+            }
+        ),
+    ],
+)
+@pytest.mark.integration
+def test_equity_screener(params, headers):
+    params = {p: v for p, v in params.items() if v}
+
+    query_str = get_querystring(params, [])
+    url = f"http://0.0.0.0:8000/api/v1/equity/screener?{query_str}"
+    result = requests.get(url, headers=headers, timeout=10)
+    assert isinstance(result, requests.Response)
+    assert result.status_code == 200
+
+
 @pytest.mark.parametrize(
     "params",
     [

openbb_platform/extensions/equity/integration/test_equity_python.py

@@ -897,6 +897,41 @@ def test_equity_search(params, obb):
     assert len(result.results) > 0
 
 
+@pytest.mark.parametrize(
+    "params",
+    [
+        (
+            {
+                "industry": "REIT",
+                "sector": "Real Estate",
+                "mktcap_min": None,
+                "mktcap_max": None,
+                "price_min": None,
+                "price_max": None,
+                "volume_min": None,
+                "volume_max": None,
+                "dividend_min": None,
+                "dividend_max": None,
+                "is_active": True,
+                "is_etf": False,
+                "beta_min": None,
+                "beta_max": None,
+                "country": "US",
+                "exchange": "nyse",
+                "limit": None,
+                "provider": "fmp",
+            }
+        ),
+    ],
+)
+@pytest.mark.integration
+def test_equity_screener(params, obb):
+    result = obb.equity.screener(**params)
+    assert result
+    assert isinstance(result, OBBject)
+    assert len(result.results) > 0
+
+
 @pytest.mark.parametrize(
     "params",
     [

openbb_platform/extensions/equity/openbb_equity/equity_router.py

@@ -46,6 +46,17 @@ def search(
     return OBBject(results=Query(**locals()).execute())
 
 
+@router.command(model="EquityScreener")
+def screener(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[BaseModel]:
+    """Equity Screen. Screen for companies meeting various criteria."""
+    return OBBject(results=Query(**locals()).execute())
+
+
 @router.command(model="EquityInfo")
 def profile(
     cc: CommandContext,

openbb_platform/platform/provider/openbb_provider/standard_models/equity_screener.py

@@ -0,0 +1,28 @@
+"""Equity Screener  data model."""
+
+from typing import List, Set, Union
+
+from pydantic import Field, field_validator
+
+from openbb_provider.abstract.data import Data
+from openbb_provider.abstract.query_params import QueryParams
+from openbb_provider.utils.descriptions import DATA_DESCRIPTIONS
+
+
+class EquityScreenerQueryParams(QueryParams):
+    """Company Screener Query Params."""
+
+
+class EquityScreenerData(Data):
+    """Company Screener Data."""
+
+    symbol: str = Field(description=DATA_DESCRIPTIONS.get("symbol", ""))
+    name: str = Field(description="Name of the company.")
+
+    @field_validator("symbol", mode="before", check_fields=False)
+    @classmethod
+    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
+        """Convert symbol to uppercase."""
+        if isinstance(v, str):
+            return v.upper()
+        return ",".join([symbol.upper() for symbol in list(v)])

openbb_platform/providers/fmp/openbb_fmp/__init__.py

@@ -22,7 +22,7 @@
 from openbb_fmp.models.equity_ownership import FMPEquityOwnershipFetcher
 from openbb_fmp.models.equity_peers import FMPEquityPeersFetcher
 from openbb_fmp.models.equity_quote import FMPEquityQuoteFetcher
-from openbb_fmp.models.equity_search import FMPEquitySearchFetcher
+from openbb_fmp.models.equity_screener import FMPEquityScreenerFetcher
 from openbb_fmp.models.equity_valuation_multiples import (
     FMPEquityValuationMultiplesFetcher,
 )
@@ -90,7 +90,7 @@
         "EquityOwnership": FMPEquityOwnershipFetcher,
         "EquityPeers": FMPEquityPeersFetcher,
         "EquityQuote": FMPEquityQuoteFetcher,
-        "EquitySearch": FMPEquitySearchFetcher,
+        "EquityScreener": FMPEquityScreenerFetcher,
         "EquityValuationMultiples": FMPEquityValuationMultiplesFetcher,
         "EtfCountries": FMPEtfCountriesFetcher,
         "EtfHoldings": FMPEtfHoldingsFetcher,

openbb_platform/providers/fmp/openbb_fmp/models/equity_search.py → openbb_platform/providers/fmp/openbb_fmp/models/equity_screener.py

@@ -1,20 +1,20 @@
-"""FMP Equity Search fetcher."""
+"""FMP Equity Screener fetcher."""
 
 from typing import Any, Dict, List, Literal, Optional
 
 import pandas as pd
 from openbb_fmp.utils.definitions import EXCHANGES, SECTORS
 from openbb_fmp.utils.helpers import create_url, get_data
 from openbb_provider.abstract.fetcher import Fetcher
-from openbb_provider.standard_models.equity_search import (
-    EquitySearchData,
-    EquitySearchQueryParams,
+from openbb_provider.standard_models.equity_screener import (
+    EquityScreenerData,
+    EquityScreenerQueryParams,
 )
 from pydantic import Field
 
 
-class FMPEquitySearchQueryParams(EquitySearchQueryParams):
-    """FMP Equity Search Query Params."""
+class FMPEquityScreenerQueryParams(EquityScreenerQueryParams):
+    """FMP Equity Screener Query Params."""
 
     __alias_dict__ = {
         "mktcap_min": "marketCapMoreThan",
@@ -91,8 +91,8 @@ class FMPEquitySearchQueryParams(EquitySearchQueryParams):
     )
 
 
-class FMPEquitySearchData(EquitySearchData):
-    """FMP Equity Search Data."""
+class FMPEquityScreenerData(EquityScreenerData):
+    """FMP Equity Screener Data."""
 
     __alias_dict__ = {
         "name": "companyName",
@@ -141,22 +141,22 @@ class FMPEquitySearchData(EquitySearchData):
     )
 
 
-class FMPEquitySearchFetcher(
+class FMPEquityScreenerFetcher(
     Fetcher[
-        FMPEquitySearchQueryParams,
-        List[FMPEquitySearchData],
+        FMPEquityScreenerQueryParams,
+        List[FMPEquityScreenerData],
     ]
 ):
     """Transform the query, extract and transform the data from the FMP endpoints."""
 
     @staticmethod
-    def transform_query(params: Dict[str, Any]) -> FMPEquitySearchQueryParams:
+    def transform_query(params: Dict[str, Any]) -> FMPEquityScreenerQueryParams:
         """Transform the query."""
-        return FMPEquitySearchQueryParams(**params)
+        return FMPEquityScreenerQueryParams(**params)
 
     @staticmethod
     def extract_data(
-        query: FMPEquitySearchQueryParams,
+        query: FMPEquityScreenerQueryParams,
         credentials: Optional[Dict[str, str]],
         **kwargs: Any,
     ) -> List[Dict]:
@@ -173,8 +173,8 @@ def extract_data(
 
     @staticmethod
     def transform_data(
-        query: FMPEquitySearchQueryParams, data: List[Dict], **kwargs: Any
-    ) -> List[FMPEquitySearchData]:
+        query: FMPEquityScreenerQueryParams, data: List[Dict], **kwargs: Any
+    ) -> List[FMPEquityScreenerData]:
         """Return the transformed data."""
         results = pd.DataFrame(data)
         if len(results) == 0:
@@ -184,21 +184,12 @@ def transform_data(
                 results["sector"].str.contains(query.industry, case=False)
                 | results["industry"].str.contains(query.industry, case=False)
             ]
-        if query.query:
-            results = results[
-                results["companyName"].str.contains(query.query, case=False)
-                | results["exchangeShortName"].str.contains(query.query, case=False)
-                | results["exchange"].str.contains(query.query, case=False)
-                | results["sector"].str.contains(query.query, case=False)
-                | results["industry"].str.contains(query.query, case=False)
-                | results["country"].str.contains(query.query, case=False)
-            ]
         results["companyName"] = results["companyName"].fillna("-").replace("-", "")
         for col in results:
             if results[col].dtype in ("int", "float"):
                 results[col] = results[col].fillna(0).replace(0, None)
         return [
-            FMPEquitySearchData.model_validate(d)
+            FMPEquityScreenerData.model_validate(d)
             for d in results.sort_values(by="marketCap", ascending=False).to_dict(
                 "records"
             )

openbb_platform/providers/fmp/tests/test_fmp_fetchers.py

@@ -25,7 +25,7 @@
 from openbb_fmp.models.equity_ownership import FMPEquityOwnershipFetcher
 from openbb_fmp.models.equity_peers import FMPEquityPeersFetcher
 from openbb_fmp.models.equity_quote import FMPEquityQuoteFetcher
-from openbb_fmp.models.equity_search import FMPEquitySearchFetcher
+from openbb_fmp.models.equity_screener import FMPEquityScreenerFetcher
 from openbb_fmp.models.equity_valuation_multiples import (
     FMPEquityValuationMultiplesFetcher,
 )
@@ -464,10 +464,10 @@ def test_fmp_equity_quote_fetcher(credentials=test_credentials):
 
 
 @pytest.mark.record_http
-def test_fmp_equity_search_fetcher(credentials=test_credentials):
+def test_fmp_equity_screener_fetcher(credentials=test_credentials):
     params = {"query": "midstream", "sector": "Energy", "beta_max": 0.5}
 
-    fetcher = FMPEquitySearchFetcher()
+    fetcher = FMPEquityScreenerFetcher()
     result = fetcher.test(params, credentials)
     assert result is None