Release/3.0.0rc1 #4575

…ctories Hotfix/File Exists Error on `test_directories`

Add options greeks to the SDK

Add reverse fx choices to forex load

…minal into hotfix/options-screener-fix

…BB-finance/OpenBBTerminal into hotfix/options-screener-fix

Got the correct papermill

…minal into hotfix/options-screener-fix

…-update Update functionality with FinanceDatabase v2, depreciate `stocks/sia`, fix `exe --example` and fix `stocks/fa/dcf`

…text Add fixed income text to main menu

Clean up SDK files

Remove yfinance from news

…oo small

Fix long/short issue and fix transform issue

Introduce CPI (Consumer Price Index) functionality

Feature - Disable unit test on draft PR

…penBBTerminal into feature/whisper

…BB-finance/OpenBBTerminal into feature/docs-intros-updates

Updating Docs Pages and Intro Guides.

…BB-finance/OpenBBTerminal into hotfix/options-screener-fix

[Feature] Automatic Video Analysis with NLP 📺

Hotfix/options screener fix

* Update trailmap.py (#4300) * Fixes Failing AutoDocs (#4304) * Fixes Failing AutoDocs * Update test_print_help.txt * Release time * Revert papermill and update gh pages action * Fix shortname (#4356) * uninstall brotli on conda test * Fix issue 4316 (#4357) * Fix issue 4316 * Updating polygon_model + options_controller * Tests : FRED * ruff --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Chavithra <chavithra@gmail.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix: Fixed spaces causing error in --sort flag at crypto/disc/... * Fixed minor issues * fixed formatting using black * Ran tests locally * fixed top command * reverse flag to gainers * reverse flag to losers * fixed dappradar verbose exceptions * tests * tests * tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Update trailmap.py (#4300) * Fixes Failing AutoDocs (#4304) * Fixes Failing AutoDocs * Update test_print_help.txt * Release 2.5.0 (#4355) * Rename SDK folder * Fixing all the tests I hope * Depreciate the sia menu * Fix routine script * Update SDK generation scripts * This needed fixing anyways * Regenerate SDK files * Update paths in sdk helpers * Regenerate the remains of the SDK * Fix candle not working with symbol via the sdk * Fix pydocstyle errors * deps * Add in Docstrings * Push to website since I need to upload images * typos * Add in Fixed Income Guide * Tests : fix cassette * changes to layout and adding more content * trailmap * poetry * updates to requirements files * add `_try_to_login` to sdk generation, fix `_chart` in `about()` url * sentiment analysis * refactor * changing to base model default * rounding * renewing poetry * fixed poetry * spacing * black * adds selectable models for realized volatility calculations * fixes line too long * Add intro guides to Fixed Income * Fix some missing docstrings * Fix website not working * missed a few * fix /economy/test_yfinance_view tests * fix etf/test_stockanalysis_model.py * fix etf/test_stockanalysis_view.py * fix test_stocks_controller * deprecating non used function * update financedatabase to 2.0.4 * Delete SIA from OpenBB Docs and SDK * Searching was not done properly for short name and index * changes the default data source for crypto.load * Fix tests I broke * Little fixy fix to remove duplicates * Fix tests * typo * adds check for empty dataframe * Patch Equity Report * Update so that image links to website * linting v2 * silly imports * adding tempfile * add imap unordered * reordering imports * Adding databento as a source (#4293) * First commit * Baby steps * Keys and sdk * Fix import for api key * Add SDK endpoints * Test + api checks * tests * roque print of api key * Changes * minor * custom timeout * improve timeouts --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Tests * Integration test * frozendict remove * update spec * rename sdk faq to troubleshooting * add hidden import * add hidden imports * imports again * valid url check * new lines and prompt * split imports * more spec * adds cones to the crypto-ta menu * Fix tests * Update code to reflect new changes to FinanceDatabase * Small bugfix for DCF if you have no ticker loaded * remove yfinance from news * add reverse fx choices * black * ruff * Add options greeks to the SDK * Linting * Delete rogue file and update test and add fixedincome to en.yml * fix for options screener * ruff * updates tests for options screener * reqs * updates more test files * rewrite for test_github_model * rewrite test for test_syncretism_view * removes test_view_available_presets[] * black * coverage * adds option screener preset * Update directories.py * len & set * set all list * adds unit testing for cones * ruff * pylint * adds options screener endpoint to SDK * test markers * Testing draft PR mode * Update package to v2.0.7 * Remove etf/screener and tests * Updated * Merge reqs * Updated readme * hook test for pyinstaller * Little fixy fix * Remove etf/scr from SDK * Update tests * Update hook-whisper.py * oops lol * Update sdk * update * Etf * removed old trailmap csv's * Update fixedincome text * add greeks to trail * rouge file * merge killed it * fix test * fix build failure * catch for error message * fix for frozendict * caching search and prompting on hub * whisper model prompts * Fix long/short issue and fix transform issue * separates volatility models from cones function * Introduce CPI functionality * improves error handling for volatility models when window length is too small * ur welcome <3 * additional sanity check for volatility_view * updates volatility_model test * black * Fix linting * Make cpi a little bit more robust * Add in missing value * sdk updates * update dep files * Update trail_map_forecasting.csv * import ordering pylint? * fix trailing comma * sorted trailmaps * remove one test artifact * rewrite test * Adds the missing pieces. * adds clickable URL in keys + Databento * adds databento images * adds images for Databento * update deps * req files * swap order in databento * ruff * mypy * lint * sdk * makes requested changes * ruff v2.. * replaces screenshot. * Removed because it shouldn't have been in this PR. * ruff v3 * Minor edit, move installation to position 2 instead of last * util linting changes * linting for controller * fix test * test * Revert some tests * Guess not * see if this sticks * fixes * Fix linters. Add --video if not provided * Checkout develop tests for keys * Release time * Revert papermill and update gh pages action * Fix shortname (#4356) * uninstall brotli on conda test * Fix issue 4316 (#4357) * Fix issue 4316 * Updating polygon_model + options_controller * Tests : FRED * ruff --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: colin99d <colin99delahunty@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add pydantic to reqs and get ffmpeg in docker image * Merge deps * Update release files --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: colin99d <colin99delahunty@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Update portfolio_view.py * mypy 1.0 test * Update helpers.py * black * ruff * Update thought_of_the_day.py * isort * Update portfolio_view.py * Update business_insider_view.py * funds,bt,ca,fa view updates * economy,etf,futures view updates * econometrics regression * mypy * reports notebooks, PlotlyTA class adjustments, crypto finbrain view * crypto views updates * crypto views done?, ba, econometrics, funds, reports * update docstrings * Update sec_view.py * portfolio reports * Update equity.ipynb * ruff * mypy + equity reports * Update yahoo_finance_view.py * Update economy_controller.py * clean up returns * mypy * finished dashboards/reports templates * update some tests * Update common.py * Update account_controller.py * Update banner.txt * update tests * tests * Update helpers_denomination.py * tests * tests * finished tests, refactor add_histplot/add_corr_plot * ruff * Update backend.py * mypy * Update backend.py * pywry linux libs for tests * pywry version bump * OpenBBFIgure import changes * Update business_insider_view.py * Update backend.py * tests * bump pywry version * forecast plot_explainability converted to plotly * Update helpers.py * tests * Update helpers.py * tests * Update helpers.py * Update helpers.py * default plotly annotation `showarrow` to false * Update backend.py * fixes * Update poetry.lock * docker * Update openbb.dockerfile * up * Update style.css * bump pywry version * Update unit-test.yml * Update unit-test.yml * figure to image/pdf export * requirements txt files, pywry version bump * mypy, pylint * cleanup * Update covid_view.py * Update helper_funcs.py * Update backend.py * updates * Update backend.py * Update backend.py * bump pywry version * Update poetry.lock * Update trailmap.py * update reports * Update custom_indicators_plugin.py * Update momentum_plugin.py * equity report * reqs files * Update fred_view.py * ruff * Update po_view.py * bump pywry version * reqs txt files * fix installer icons for mac * test updated torch/darts/pyinstaller on mac * Update dashboards_controller.py * Update terminal.py * Update terminal.spec * Update terminal.spec * test * Update poetry.lock * Report adjustments, improved dashboard subprocesses termination * pylint * Update plotly_helper.py * Update plotly_helper.py * pylint * revert darts * test * test * fix * improve shap scatter plot * Update helpers.py * Update helpers.py * cleanup * Update runa_view.py * more cleanupp * fixes * update tests * Update intrinio_view.py * Update intrinio_view.py * Update intrinio_view.py * reqs files, poetry lock * Update backend.py * test for new icon * Update fmp_view.py * updates * Update plotly_helper.py * Update businessinsider_view.py * ruff * pylint * fix previous merge * Update plotly_helper.py * update reqs files * Update directories.py * fix alt covid * fix display_candle data is None load being unreachable, get covid views ready for sdk server * Update covid_view.py * refactor cleanup * plotly_ta adjustments * terminal wide ignore print_table if export * Update plotly_helper.py * forgot to save a few * added edge case fallback if figures are in queue before backend fail * Update ta_class.py * Rename env variable name required to return plotly json * Resolve pydocstyle warnings * Resolve linting errors * revert forecasting/pyinstaller versions * Update terminal.spec * finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing * update deps * Update backend.py * fix fred model/view from switch to DataFrame, improve ecb_model * Update config_terminal.py * Update backend.py * black * clean up * Update fred_view.py * Update ta_class.py * Update ta_class.py * Update plotly_helper.py * sync fixedincome * Update ecb_model.py * convert excel to csv for faster processing * cleanup * remove excel files * Update terminal_controller.py * update tests * adjustments/missed figs in export_data * Update cryptocurrency_helpers.py * fixes * account for volume column with no volume when plotting indicators , images autogen POC * Update plotly_helper.py * Update etf_controller.py * Update etf_controller.py * margin arg for export_data func figures, some plot adjustments * logic for numpy array for plotly helper `get_dateindex` function * cleanup * update * req file updates * views * Update backend.py * update tests * Update test_load_none[btc-usd].yaml * convert merged cpi chart * linting * updates * clean * tests * Update openbb.dockerfile * remove test docker in root * Update CONTRIBUTING.md --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Chavithra <chavithra@gmail.com>

* makes trading_periods inputs Optional and prints override message when variable presides * linter type * typo fix

…4374) * Get rid of sia * Remove Portfolio Analysis menu that was not being used * Remove Portfolio Analysis menu that was not being used * That comment about GitHub datasets failing to load included sia, removed that --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Merge main into develop * Regenerate lock and reqs

* Update trailmap.py (#4300) * Fixes Failing AutoDocs (#4304) * Fixes Failing AutoDocs * Update test_print_help.txt * Release 2.5.0 (#4355) * Rename SDK folder * Fixing all the tests I hope * Depreciate the sia menu * Fix routine script * Update SDK generation scripts * This needed fixing anyways * Regenerate SDK files * Update paths in sdk helpers * Regenerate the remains of the SDK * Fix candle not working with symbol via the sdk * Fix pydocstyle errors * deps * Add in Docstrings * Push to website since I need to upload images * typos * Add in Fixed Income Guide * Tests : fix cassette * changes to layout and adding more content * trailmap * poetry * updates to requirements files * add `_try_to_login` to sdk generation, fix `_chart` in `about()` url * sentiment analysis * refactor * changing to base model default * rounding * renewing poetry * fixed poetry * spacing * black * adds selectable models for realized volatility calculations * fixes line too long * Add intro guides to Fixed Income * Fix some missing docstrings * Fix website not working * missed a few * fix /economy/test_yfinance_view tests * fix etf/test_stockanalysis_model.py * fix etf/test_stockanalysis_view.py * fix test_stocks_controller * deprecating non used function * update financedatabase to 2.0.4 * Delete SIA from OpenBB Docs and SDK * Searching was not done properly for short name and index * changes the default data source for crypto.load * Fix tests I broke * Little fixy fix to remove duplicates * Fix tests * typo * adds check for empty dataframe * Patch Equity Report * Update so that image links to website * linting v2 * silly imports * adding tempfile * add imap unordered * reordering imports * Adding databento as a source (#4293) * First commit * Baby steps * Keys and sdk * Fix import for api key * Add SDK endpoints * Test + api checks * tests * roque print of api key * Changes * minor * custom timeout * improve timeouts --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Tests * Integration test * frozendict remove * update spec * rename sdk faq to troubleshooting * add hidden import * add hidden imports * imports again * valid url check * new lines and prompt * split imports * more spec * adds cones to the crypto-ta menu * Fix tests * Update code to reflect new changes to FinanceDatabase * Small bugfix for DCF if you have no ticker loaded * remove yfinance from news * add reverse fx choices * black * ruff * Add options greeks to the SDK * Linting * Delete rogue file and update test and add fixedincome to en.yml * fix for options screener * ruff * updates tests for options screener * reqs * updates more test files * rewrite for test_github_model * rewrite test for test_syncretism_view * removes test_view_available_presets[] * black * coverage * adds option screener preset * Update directories.py * len & set * set all list * adds unit testing for cones * ruff * pylint * adds options screener endpoint to SDK * test markers * Testing draft PR mode * Update package to v2.0.7 * Remove etf/screener and tests * Updated * Merge reqs * Updated readme * hook test for pyinstaller * Little fixy fix * Remove etf/scr from SDK * Update tests * Update hook-whisper.py * oops lol * Update sdk * update * Etf * removed old trailmap csv's * Update fixedincome text * add greeks to trail * rouge file * merge killed it * fix test * fix build failure * catch for error message * fix for frozendict * caching search and prompting on hub * whisper model prompts * Fix long/short issue and fix transform issue * separates volatility models from cones function * Introduce CPI functionality * improves error handling for volatility models when window length is too small * ur welcome <3 * additional sanity check for volatility_view * updates volatility_model test * black * Fix linting * Make cpi a little bit more robust * Add in missing value * sdk updates * update dep files * Update trail_map_forecasting.csv * import ordering pylint? * fix trailing comma * sorted trailmaps * remove one test artifact * rewrite test * Adds the missing pieces. * adds clickable URL in keys + Databento * adds databento images * adds images for Databento * update deps * req files * swap order in databento * ruff * mypy * lint * sdk * makes requested changes * ruff v2.. * replaces screenshot. * Removed because it shouldn't have been in this PR. * ruff v3 * Minor edit, move installation to position 2 instead of last * util linting changes * linting for controller * fix test * test * Revert some tests * Guess not * see if this sticks * fixes * Fix linters. Add --video if not provided * Checkout develop tests for keys * Release time * Revert papermill and update gh pages action * Fix shortname (#4356) * uninstall brotli on conda test * Fix issue 4316 (#4357) * Fix issue 4316 * Updating polygon_model + options_controller * Tests : FRED * ruff --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: colin99d <colin99delahunty@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Release/2.5.1 (#4368) * Fix routine script * Update SDK generation scripts * This needed fixing anyways * Regenerate SDK files * Update paths in sdk helpers * Regenerate the remains of the SDK * Fix candle not working with symbol via the sdk * Fix pydocstyle errors * deps * Add in Docstrings * Push to website since I need to upload images * typos * Add in Fixed Income Guide * Tests : fix cassette * changes to layout and adding more content * trailmap * poetry * updates to requirements files * add `_try_to_login` to sdk generation, fix `_chart` in `about()` url * sentiment analysis * refactor * changing to base model default * rounding * renewing poetry * fixed poetry * spacing * black * adds selectable models for realized volatility calculations * fixes line too long * Add intro guides to Fixed Income * Fix some missing docstrings * Fix website not working * missed a few * fix /economy/test_yfinance_view tests * fix etf/test_stockanalysis_model.py * fix etf/test_stockanalysis_view.py * fix test_stocks_controller * deprecating non used function * update financedatabase to 2.0.4 * Delete SIA from OpenBB Docs and SDK * Searching was not done properly for short name and index * changes the default data source for crypto.load * Fix tests I broke * Little fixy fix to remove duplicates * Fix tests * typo * adds check for empty dataframe * Patch Equity Report * Update so that image links to website * linting v2 * silly imports * adding tempfile * add imap unordered * reordering imports * Adding databento as a source (#4293) * First commit * Baby steps * Keys and sdk * Fix import for api key * Add SDK endpoints * Test + api checks * tests * roque print of api key * Changes * minor * custom timeout * improve timeouts --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Tests * Integration test * frozendict remove * update spec * rename sdk faq to troubleshooting * add hidden import * add hidden imports * imports again * valid url check * new lines and prompt * split imports * more spec * adds cones to the crypto-ta menu * Fix tests * Update code to reflect new changes to FinanceDatabase * Small bugfix for DCF if you have no ticker loaded * remove yfinance from news * add reverse fx choices * black * ruff * Add options greeks to the SDK * Linting * Delete rogue file and update test and add fixedincome to en.yml * fix for options screener * ruff * updates tests for options screener * reqs * updates more test files * rewrite for test_github_model * rewrite test for test_syncretism_view * removes test_view_available_presets[] * black * coverage * adds option screener preset * Update directories.py * len & set * set all list * adds unit testing for cones * ruff * pylint * adds options screener endpoint to SDK * test markers * Testing draft PR mode * Update package to v2.0.7 * Remove etf/screener and tests * Updated * Merge reqs * Updated readme * hook test for pyinstaller * Little fixy fix * Remove etf/scr from SDK * Update tests * Update hook-whisper.py * oops lol * Update sdk * update * Etf * removed old trailmap csv's * Update fixedincome text * add greeks to trail * rouge file * merge killed it * fix test * fix build failure * catch for error message * fix for frozendict * caching search and prompting on hub * whisper model prompts * Fix long/short issue and fix transform issue * separates volatility models from cones function * Introduce CPI functionality * improves error handling for volatility models when window length is too small * ur welcome <3 * additional sanity check for volatility_view * updates volatility_model test * black * Fix linting * Make cpi a little bit more robust * Add in missing value * sdk updates * update dep files * Update trail_map_forecasting.csv * import ordering pylint? * fix trailing comma * sorted trailmaps * remove one test artifact * rewrite test * Adds the missing pieces. * adds clickable URL in keys + Databento * adds databento images * adds images for Databento * update deps * req files * swap order in databento * ruff * mypy * lint * sdk * makes requested changes * ruff v2.. * replaces screenshot. * Removed because it shouldn't have been in this PR. * ruff v3 * Minor edit, move installation to position 2 instead of last * util linting changes * linting for controller * fix test * test * Revert some tests * Guess not * see if this sticks * fixes * Fix linters. Add --video if not provided * Checkout develop tests for keys * merge release into develop (#4359) * Update trailmap.py (#4300) * Fixes Failing AutoDocs (#4304) * Fixes Failing AutoDocs * Update test_print_help.txt * Release time * Revert papermill and update gh pages action * Fix shortname (#4356) * uninstall brotli on conda test * Fix issue 4316 (#4357) * Fix issue 4316 * Updating polygon_model + options_controller * Tests : FRED * ruff --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Chavithra <chavithra@gmail.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add pydantic to reqs and get ffmpeg in docker image * initialize session (#4360) * Unpin old version of jsonschema (#4365) * puts pip install openbb[all] inside quotes (#4366) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Merge deps * Hotfix/bug #3837 (#3942) * Fix: Fixed spaces causing error in --sort flag at crypto/disc/... * Fixed minor issues * fixed formatting using black * Ran tests locally * fixed top command * reverse flag to gainers * reverse flag to losers * fixed dappradar verbose exceptions * tests * tests * tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * Update release files --------- Co-authored-by: jeroen <jer.bouma@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: colin99d <colin99delahunty@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com> * hotfix/Fix troubleshooting and adding lines (#4379) * test deletes --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: colin99d <colin99delahunty@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com>

* fixes * missing dropna on economy models, bump pywry version to override download path * Update backend.py * tests * fix rare instance CHART_DIV is undefined if pywry window loads too fast * add warning of pywry version due to json keys change * pylint * Update fred_view.py * Update fred_view.py * Update plotly_helper.py

Co-authored-by: James Maslek <jmaslek11@gmail.com>

) * implement user and change is guest * replace User methods * move remaining functions to user * fix bug * portfolio test * fix tests * fix tests * uncomment skip * ruff * start credentials model implementation * change deault structure * refacto quandl * change default struct and file names * bug * start using global user * add comments * move update flair * change cfg references in keys model * reddit & fmp * refactore additional keys * remaing config keys * remove unsude imports and fix hub keys * ruff * fix line too long * unblock unittests * fix keys model tests * remove os patch * fix account controller tests * fix account controller tests * fix account model * account fixed * fix user tests * User Model * User Model * User Model * Move session folder * User Model : grouping the models * User Model : fix bugs * Config Plot + bug fix * User Model : Refactoring plots * Feature flags * Remove dup * clean comments a fix some vars * fix feature flags controller * refactor obbff from settings controller * refactor a bunch of obbff variables * fix bug blocking terminal * fix integration tests * refactor controllers with obbff * refactor remaining ffs * remove comments * log not started * mispelled variable * set current user on local model * User Model : moving files + updating * User Preferences * User : Refactor is_guest function + bug fix * User : refactor is_guest function * Fix conftest.py * remove lost obbffs * typo on fileoverwrite * Plot config: move variables and start plot dpi * User : tests * refactor plot dpi references * remove plot dpi imports * refactor some config terminal leftover * /account/sync : fix bug * remove configs reload * start path refactor * installation paths vs user paths * remove cfg_plot * Tests : User Refactoring * user prefix only for preferences * user prefix only for preferences * move user paths * remove comment * update apply remote configs * fix tz not updating * save some copys * small fix * create interface for credentials and preferences * wrong docstrings fixed * ruff core * fix some pref setting * login is better * ruff * ruff * remove Literal * add small comment * Tests : User Refactoring * Credentials Model : add DataBento * Fix helper_funcs * Fixing code * Tests : fixing * User Model : freezing the models * Fixed Income + Databento * Tests : fixing keys * black * ruff * Tests : user model * Tests : user model * Fix linting * Fix linting * Linting * Linting * Fixing code and tests * Fix tests * mypy * SDK * Clean ruff cache * Fix syntax issue * Update fred_view * Black * Linting * Update code * Update tests * Linting * Linting * Tests * Black * Linting * Linting * Mock os.listdir to avoid looking for file that doesnt exist * Mock options paths * lint * Tests : fix * Code : update * Tests + Linting * Tests * Ruff * Code : update * Tests * Code : update * Fix workflow * Code : update --------- Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>

* readd removed plots_backend().start() from merged PR * Update backend.py --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Make the UI a little cleaner * ta load --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

fuction -> function Co-authored-by: James Maslek <jmaslek11@gmail.com>

* allow load file from anywhere * ruff --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

#4408) * Fixes #4351 - Data displays in chronological order(recent to older) and correct Insider name * Revert chronological sorting to reverse order

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix sort choices * remove nargs --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix treasury * Update oecd_model.py --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* fix .env reading before loading * Update sdk.py * import cfg terminal explicitly * clear * add comment and update sdk helper * make it even more explicit * remove some comments * pylint * pylint

* remove refs to featureflags * test refs to obbff * test refs to obbff * ruff * fix unittest --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix equity report * fix economy report * fix etf report * fix forex report * fix portfolio report * fix crypto report * fix forecast report * fix sdk generation --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update to v2.0.9 * Fix tests just because it said pkl instead of bz2 * Fix unrelated pylint issue * Someone doesnt care about linting * Update more tests

…#4424) * Improve enterprise, now mktcap, functionality * Update the scripts to work better with SDK * Update the tests' * Update integration tests * Change SDK * Spellings * one more spelling --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix bug * update test * fix yf bug on income statements * update integration test * fix yf cash, balance, bug * add enterprise test * fix dupont * fix av keys missing in request * ruff * av model api key * pylint * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* improve crypto/ta int test * improve crypto/ov int tests * improvements to int tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Fix portfolio and benchmark length matching * Fix linting * Fix make_equal_length * Handling pd.Series input * Fix alloc command * Fix metrics, yret and summary errors --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update contributing guide * lint md * lint md * lint md * Tests + fix some markdownlint things * Get rid of irritating newline on reset * Trying something small * try something else * linting * Change cfg to the new user object * words * minor improvements * some adjustments to the contributing guidelines * Another pass at contributing * spelling * we need a local markdown linter * why does this pylint disable still fail --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

…quirements and more (#4382) * fix: changed button styles * Make Rosetta requirements more clear * Update installation instructions * Add seperation * Update windows.md * Update installation docs * fix country choices (#4403) * Hotfix/plotsbackend start (#4404) * readd removed plots_backend().start() from merged PR * Update backend.py --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Update helper_classes.py (#4378) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add improvements to the website * Fix keys wrong redirect * Update installation * Update requirements * move things around * Restructure everything * Details * fix: mac issue and redirect installation * fix: mac macos * Remove installation .md and make it dropdown * Update installation of SDK * Grammar --------- Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>

* update routines * ruff

…n and one is closed (#4448) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Allow turning charts into fig on SDK * Linting * /portfolio/po : nicer plotly export * Linting * Linting * Linting --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* move start plot backend * update sdk helper

* some adjustments and added int tests for etf/ta * ruff

* move tradier to data providers * handle env load errors * improve message * detail model in message

* move tradier to data providers * fix handlers

* Change the name of the flag on the user preferences * patch flag for log collection

* move tradier to data providers * key not sent´ * black

* feat: experimenting tables with react * feat: adding new interactive tables * feat: adding more table features * small changes * update * Update backend.py * Update backend.py * fix: dark mode? * feat: lot of table improvements * fix: my b * fix: load only when prod * feat: naive detect links and dates * handle index and column names * increased min width * codespell * mypy, pylint * fix: added new chart, export, etc * testing * updates * fix : add PLOT_OPEN_EXPORT, USE_INTERACTIVE_DF to user dataclass * bump pywry version, readd removed `plots_backend().start()` * req files * Update unit-test.yml * Update unit-test.yml * Update unit-test.yml * updates * fixing some date things * update table * fix formatting with timezones * fixing some long prints and tables * Mickey Mouse Co-authored-by: teh_coderer <tehcoderer@users.noreply.github.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> * fix: ?!?!? * adding limit arg to all print_rich_table * tests * lint * simple by Default on interactive charts * playing with some css (thks jose) * Fix #4426 * Edit some structure * fix sdk generation * Update backend.py * fa menu tested and working * fix #4460 * fix #4460 drop indices * update tests * update tests * Update helper_funcs.py * tests * Update unit-test.yml * Update etf.ipynb --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: teh_coderer <tehcoderer@users.noreply.github.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* prefix OPENBB_ for .env vars * black * remove prefix only for dataclass * remove openbb_ from setters * don't send pref if sync disabled * fix last commit * add fields methods to handlers

* fix logout cmd * fix sync flag * change msg * update request test for delete session * fix autocompletion for routines upload * append to list of choices * fix autocompletioin * black * mypy * rewrite tests

* Change deprecated psaw dependency to the maintained pmaw * Fix docstring linting errors * Remove deprecated watchlist command because it's taking too long to run * Remove deprecated spac command because it's taking too long to run * Update SDK and trailmap * Fix legacy seaborn chart popping up when calling redditsent * Clean up spacc code * Refactor reddit ba commands to reflect the dependency change * Change regex that searches for tickers * Fix popular command error when no stock tickers found * Update tests * Update requirements.txt files * Sync dependencies with upstream --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update the website guides * Fix wrong paths in about functionality * Update settings and feature flags menu * Done * Done * Update screen

* Add version featflag * Small mistake, ta also complained

* Added fix * Added fix --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* remove theme refs * will come for dtabento later * remove theme refs except databento * ruff * remove mpl variables * mpl still used in po * move databento to plotly * pylint * ruff * theme ref to openbb_terminal * juans sugg * fix: removed raw arg in `display_candle` which could return the dataframe and error, added figure to `export_data` --------- Co-authored-by: teh_coderer <me@tehcoderer.com>

…pto performance opening in pywry window (#4495)

Co-authored-by: teh_coderer <me@tehcoderer.com>

* Updated reqs * Updated reqs * Fix test --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>

* added `USE_INTERACTIVE_DF` to `featflags` menu, `console.print` changed value * Got things working --------- Co-authored-by: colin99d <colin99delahunty@gmail.com>

* feat: adds bot docs to docu * fix: file structure * fix: brings changelog and switch platform button * adding available options and changing Example text * fix: detect whether iframe, fix availableoptions component, dynamic update third friday for options component * fix: updated readme to reflect new changes * fix: made it so from iframe only shows relevant sidebar * PLAY BUTTON WOOO - works on discord/charting/chart * comment * fix: search bar, improve search * fix: hijacks ctrl+k from iframe, adds visit to hub link * about * setting up play button for all images on Discord * Bot docs updates * terminal/faqs * update main page * add changelog to terminal * SDK refactoring * minor reordering * bot struct in place * move bot faqs over * updating bot index and installation * add new letterings * fix: adds new navbar * fix: new bot images and layouts * updating installation and flow * black linter * spelling * spelling * The best commit --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com>

* remove preferences sync * refactor preferences handler * change func name * remove credentials handler + add writedotenv * remove flair and sync from cloud * read flair from env dict * remove unused func * simplify func * ruff * mypy * remove token from keys * simplify handle credential * save exception load env just in case * uncomment dev link * pylint * fix accounte controller * fix sdk keys bug * fix bug on apply_configs * fix feature flags controller tests * mock properly * remove comment * fix more tests * fix test * fix screeninfo * update ff controller after develop merge * fix sync test

* Deprecat some options features * Remove bro/ally * Missed the merge * even out deps

* Got things working * Got things working * Got things working

* Update dev deps * Merge and update * I guess pywry needs to be pinned smh * Bump ruff * pre commit * mypy * This is what I get for no verify

* Fixed crypto dashboard * Fixed crypto dashboard

* Removed duplicate chart * Removed duplicate chart * improved and fixed `call_index` in economy controller * Update preferences_model.py * Improve handling for dot in ticker --------- Co-authored-by: teh_coderer <me@tehcoderer.com>

* Step one: error handle Option class * Step one: error handle Option class * Handle unfindable

* Fix fraud showing nothing when NA values * Fix sdk * fix #4457 * sdk generation tests --------- Co-authored-by: teh_coderer <me@tehcoderer.com>

* Add in new country parameters * Add in tests corresponding to the new commands * Update SDK and some more robustness * Update tests * Update tests * Revenue and spending didnt work, then saw spending has many more options * Small bug * Update tests and overall improvements * Forgot to add ccpi * Make more efficient * Update tests * Fix IDX issue within real gdp * Add quarterly flag to fgdp * Add integration tests * Update tests * Fix SDK and related bugs and fix CPI for SDK * Zzzz tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix show version * update login prompt and account * update set preference * fix account controller * block login/logout if not called from account * change conditions to start terminal * fix required args account model * add not to login command * pylint * accounte controller messages * set default user when logout * logout then show menu * remove unused functions * fix logging bug * ruff * fix account unittests * fix session unittests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* save pref in .env * black * MAke generate sdk timeout longer --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Step one: error handle Option class * Step one: error handle Option class * Got upcoming working * Got upcoming working

* init * rename `add_stock_volume` to `add_inchart_volume` in OpenBBFigure class * ruff * poetry lock, req txt files * fix: ma indicator not in list, connectgaps=true for subtickers * improved forecasting streamlit * added past_cov_legend next to explainability plot * Update base.py * updates * Remove deprecated currencies dashboard and it's dependency * Revert import statement deletion * Lint docstrings and delete unused assets * Fix forecast voila dashboard * Fix futures voila dashboard * Remove broken crypto prices dashboard * Remove vsurf dashboard because of over-verbose yfinance error messages * Fix chains dashboard chart title positioning * Remove i18n entries for deleted dashboards * streamlit cmdline fix for macs/conda * Update reddit_model.py * mypy, fixed removed `load_dotenv_and_reload_configs` in `website\controller_doc_classes.py` * readded rust install on CLI for linux in case cache gets cleared * Update forex_helper.py * Update test_load[60-YahooFinance].csv * Update test_call_func[call_sec-marketwatch_view.sec_filings-other_args37-called_with37].yaml * deps * sdk generation tests, trailmap fixes * Revert "sdk generation tests, trailmap fixes" This reverts commit 2575784. * Revert "Revert "sdk generation tests, trailmap fixes"" This reverts commit 5cb0ce0. * improve ta-multi, add title/legends to fred_view * Update ta_controller.py * ruff * Update helper_funcs.py * Update yfinance_view.py * Update helper_funcs.py * change executable parent paths to REPOSITORY_DIRECTORY * fix distorted candlestick plots when freq is weekly/month, fix demark * fix yaxis click handler * Update popups.js * Update popups.js * Update popups.js * Update volatility_plugin.py --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Step one: error handle Option class * Step one: error handle Option class * Got upcoming working * Fixed --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Step one: error handle Option class * Step one: error handle Option class * Got upcoming working * Fixed * NExt * NExt --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* adding BaseModel * initial version of the system model * creating setup functions and removing constants from config_terminal * removing log_supress const * fix test * merge * system handler * fix import * centralized configs setup * repr to use the BaseModel * updating i18n dict location * ignoring warning on wrong type-var * ruff * Update openbb_terminal/core/models/system_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Update openbb_terminal/core/models/system_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * import literal * loading env files before the plot backend is called * fix tests/openbb_terminal/test_terminal_helper.py * tests need to have i18n initialized * fix seeking_alpha tests --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* fix malformed dataframe on bigmac index for several countries * improve handling of exception for gdp * improve handling of exception for rgdp * improve handling of exception for fgdp * improve handling of exception for oecd model * fix list index out of bonds * add arg to fred

* Alternative & Mutual Funds unit tests & cleanup * ruff * add dependency * general linting updates * Update reqs * pytest-recorder updates * pre-commit config * checkout dependencies from develop * dependency update * dependency update * pytest-recorder updates --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* fix: new table design * fix: added trillions * fixing some raw data * fix: trying to fix global+resize * feat: improving design * fix: new styling and lot of reorganizing * title fix * feat: new html * fix: bottom bar * fix: table dates * fix: table html * fix: new filtering * fix: new filtering * fix: long * Lint * Lint again * fix: beautiful james suggestions * fix: some more fixes * fix: typo * fix economy bug * feat: added toast to notify user and some more cleanup * fix: more issues * tests * fix: james updates * fix: added banner to charts as well * fixing title * better fix * feat: added column resizing and any number of columns * auto column width - poc * feat: added colors toggle, support to display source, fixed some more issues * fix: table deploy * fix: table issue * fix header * fix: some fixes * fix: remember pagination and default pagination to 30 * mypy * Colins tests * Fix economy test --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* hi didier * Add files * Add the changelogs from GH * Api keys + cleaning up spelling + found some old refs * spelling * Merge branch 'feature/documentation3p0' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/documentation3p0 * updates to faq sections * spelling * fixing FA so it runs * adding guides - need pics * telegram/discord docs markdown format conversion * fix: added new reference styles * adding examples to discord - remove play button * updating bot docs * image showing on docs Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> * feat: added imageurl for examples * updates Stocks SDK intro * bot pics update * updating rest of bot docs * adding code for generating index and bot updates * linting * Downgrade scikit-learn to avoid DistanceMetric32 not being found * add some updates to guide for auto select commands * Add pytest-recorder to requirements.txt --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>

* Added start_date functionality * Updated tests * Added fixes * Fix test * retest --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>

* init * Update openbb.dockerfile * fixing linting * req files CLI update * bump pywry * new width/weight env vars for pywry specifically * Update backend.py * req files * Update backend.py * last bump pywry 0.4.0 * Update dashboards_controller.py --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>

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Release/3.0.0rc1 #4575

Release/3.0.0rc1 #4575

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