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Updated API endpoint from deprecated api.coindix to api.nanoly #5848
Updated API endpoint from deprecated api.coindix to api.nanoly #5848
Commits on Oct 4, 2023
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Commits on Oct 9, 2023
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Merge pull request OpenBB-finance#5536 from OpenBB-finance/feature/v4…
…-tests Add the v4 tests to default branch
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Commits on Oct 10, 2023
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Commits on Oct 11, 2023
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Updating showcase page (OpenBB-finance#5543)
* updating showcase page * use sdk instead
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add new bot command autopost docs (OpenBB-finance#5530)
add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com>
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Commits on Oct 13, 2023
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Hotfix/ultima improvements (OpenBB-finance#5553)
* tweaks for monetization * fix linting issue
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Commits on Oct 14, 2023
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fix: Modify 'load' behavior to append data to existing sheet (OpenBB-…
…finance#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: OpenBB-finance#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>
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Commits on Oct 17, 2023
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Commits on Oct 18, 2023
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Add columns to
stocks/search
(OpenBB-finance#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>
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Commits on Oct 20, 2023
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Commits on Oct 23, 2023
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Commits on Oct 24, 2023
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Commits on Oct 30, 2023
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Hotfix/econometrics export filename fix (OpenBB-finance#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: OpenBB-finance#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>
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Change Ultima paragraph (OpenBB-finance#5624)
* change ultima paragraph * remove old paragraph
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mobile line-brake fixed (OpenBB-finance#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>
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Docs/terminalpro and improvement (OpenBB-finance#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>
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Add light blue banner, blue when clicking sidebar + fix link in docus…
…aurus.config.js (OpenBB-finance#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing
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Commits on Nov 1, 2023
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Commits on Nov 3, 2023
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Fix the redirect for intro to the correct url for docs (OpenBB-financ…
…e#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>
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Improve Pro documentation further (OpenBB-finance#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>
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Commits on Nov 6, 2023
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OpenBB-finance#5633 adding comma every 1000 (OpenBB-finance#5652)
* OpenBB-finance#5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
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Commits on Nov 7, 2023
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Hotfix/reports model render report sanitize inputs (OpenBB-finance#5669)
* Adding more robust special character handling to create_output_path().��Addresses OpenBB-finance#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>
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hotfix/fix-gov-histcont: Fix OpenBB-finance#5650 - /stocks/gov/histco…
…nt (OpenBB-finance#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types
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Commits on Nov 8, 2023
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Clarified stocks/ta empty recom object message (OpenBB-finance#5468)
* Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>
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improved market cap value extraction (OpenBB-finance#5169)
* improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>
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Commits on Nov 10, 2023
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Release/3.2.4 (OpenBB-finance#5704)
* 3.2.3->3.2.4 * Changelogs * new changelog
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Commits on Nov 13, 2023
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OpenBB Platform v4 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 3736c31. * 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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5548) * fix buggy docstring for methods * remove space * fix typing * avoid name collision with validator * Revert "avoid name collision with validator" This reverts commit 8a30a44. * typing * rebuild * python 3.8, ParamSpec not available * lint * ruff noqa * Merge with develop (OpenBB-finance#5551) * Charting extension integration tests (OpenBB-finance#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 (OpenBB-finance#5538) * pydantic v4 * flat structure * md files * Revert "md files" This reverts commit bd2170e. * 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 (OpenBB-finance#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 (OpenBB-finance#5555) * Fix econometrics * Fix ta * Fix qa. Remove intrinio to not be rate limited * Lint * Fix typo * obbject tests (OpenBB-finance#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 (OpenBB-finance#5561) * Passing tests (OpenBB-finance#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 (OpenBB-finance#5564) * Fixing charting api integration tests (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5567) * fix econcal for python interface * fix econcal tests * fix non supported json output * Fixes FMP index endpoint to get 1 day interval data (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5576) * Automated examples * Fix bug * Lint * static assets built on 3.8 * Revert "static assets built on 3.8" This reverts commit fb82ff7. * 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 (OpenBB-finance#5578) * use SecretStr for sensitive fields * fix * docstring * Add tests for provider (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5592) * Check for wrong, changed, or outdated params. (OpenBB-finance#5597) * Improving `economy.cpi` for the FRED data (OpenBB-finance#5602) * remove multiindex using coding magic * Update field descriptions --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Improve error message. * Improve * Test tests (OpenBB-finance#5607) * Test tests * Add test * 4.0.0a4 PyPI publishing (OpenBB-finance#5608) * changes to publish * fix mini conflict * typo * cleaned `descriptions.py` * fix description in `cpi.py` * Add ETF extension to v4 (OpenBB-finance#5609) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add ETF historical price from yfinance (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5593) * user preferences descriptions * typo * Feature/v4-sec-provider: Add SEC provider to V4 (OpenBB-finance#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 (OpenBB-finance#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. (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5630) * Add stocks disc endpoints * Explicit * Lint * Add tests * Bump timeout * Feature/disc router (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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. (OpenBB-finance#5640) * Disc router for equities. * add tests * Bug fixes in financial statements (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5642) Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Feature/v4 pypi (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5673) * Expanding the `fixedincome` menu (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#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: OpenBB-finance#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 OpenBB-finance#5600 Updated the Twitter logo to X logo (OpenBB-finance#5601) * Change Ultima paragraph (OpenBB-finance#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (OpenBB-finance#5623) * mobile line-brake fixed (OpenBB-finance#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 (OpenBB-finance#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 (OpenBB-finance#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * Update crypto introduction.md * titles * another title * Update crypto dd.md * Update defi.md * Update disc.md * Update nft.md * Update onchain.md * Update ov.md * Update introduction.md updates URL * Update introduction.md add HeadTitle * Update ba.md * Update comparison.md * Update dark-pool-shorts.md * Update disc.md * fix docs (OpenBB-finance#5646) * Update fa.md * Update gov.md * Update ins.md * Update tradinghours.md * Delete website/content/terminal/menus/stocks/options/screener.md * Update Options introduction.md * Update screener head title * Update screener TOC * Update econometrics.md * Update economy head title * Update etf.md * codespell * Fix the redirect for intro to the correct url for docs (OpenBB-finance#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Contributing guidelines (OpenBB-finance#5615) * intro section * what's expected sections * improve sections * improve sections and move how to add a data point * moving qa under contributor * better intro * moving the sharing section * better expectations * small intro to the contributor guidelines * moving things under the contributor section * there is no pre commits on the platform yet * dependency management * best practices for extensions * typo * collapse options subfolder * codespell * Improve Pro documentation further (OpenBB-finance#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 fixedincome.md * url * Update forecast.md * Update settings.md (OpenBB-finance#5665) * Update forex.md * fix front matter (OpenBB-finance#5667) * Fix conflict markers that got into markdown during previous merges * Fix front matter list formatting * Fix typo * small thing * fix hyperlinks * Update .codespell.ignore * output_type options * Architectural considerations * Update sidebar to hide pro section by default * Minor copy changes * TET pattern * import statements * clarification on preferences * Minor copy changes * Lint markdown and python * fix: open index on collapsible root elements * remove old content * options title * Fix linting errors * Refactor sidebar label to url mapping condition --------- Co-authored-by: andrewkenreich <andrew.kenreich@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: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> 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: Theodore Aptekarev <aptekarev@gmail.com> * Add multi-ticker support to etf_countries (OpenBB-finance#5670) * add multi-ticker support to etf_countries * remove commented-out lines * normalized percent points * percent -> percentage * Fix Nasdaq Econ Calendar Fetcher (OpenBB-finance#5668) * fix nasdaq econ cal request * more html tags * add random-user-agent to pyproject * another edge case - 24H -> 00:00 * Feature/v4-unusual-options: Adds unusual options endpoint. (OpenBB-finance#5677) * add unusual options fro Intrinio * test params * move sorting * Change type * update FMP fetcher to use the V4 endpoint (OpenBB-finance#5681) * Fix price performance not parsed correctly when there is only 1 ticker (OpenBB-finance#5678) * Add crypto search standard model and FMP data for it (OpenBB-finance#5679) * Apply renaming to news data (OpenBB-finance#5684) * inegration complete * reformatted for black * fix ruff issues * revised integration * changes to versions in pyproject.toml and updated lock files * Rename models * Update tests * Fix typos here and there * Update routers * Apply rename to ultima * Properly mock api key * Mock ultima api key --------- Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> * Feature/v4-market-snapshots: Adds full market snapshots (OpenBB-finance#5473) * add stocks market snapshots from fmp * add fmp fetcher test * unused imports * add polygon to market_snapshots * update fmp market_snapshots * black * pydantic2 things * updates * change validate_obj to model_validate * polygon cleanup * tests * descriptions * black * data description * minor adjustments, using less local variables, improving readability and removing pandas * better structure * minor adjustments * lint * fix int tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add NBBO Quotes, with historical, to `obb.stocks.quote()` (OpenBB-finance#5617) * coerce string type, add default=None * add polygon stock quote * limit cleanup * add greater/less than to params * limit param * black * tests * fix tests * test_etf * rename model and function to NBBO * add standard model for nbbo * improve standardization * not redifining builtin max * fix input params * integration test params * removing unused import Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * revamped code * re-recorded nbbo test * added symbol validator * added alias in field * Stock news -> Company news --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (OpenBB-finance#5682) * merge quandl nd nasdaq * dev_install.py * test param name * economy python integration test * Add more input types to data processing commands (OpenBB-finance#5453) * adding more supported types to data processing commands * ruff * removing unused import * docstrings * data processing types covertion * data description * test filters * ruff * fix package builder tests * ruff * removing print * Add stocks/dps module (OpenBB-finance#5638) * short volume * pyproject missed * add sec short interest with days to cover * Add FINRA OTC endopoint * some tests * rest of unit tests * Integratin test scripts * dev install * linters caught by pre commit * lines too long * Last test files * maybe it needs a lock file? * thanks pratty * Maybe ill actually listen to pratty next time * sec test date freeze * I cant hit buttons * re record tests * tests 3 * Stockgrid test * regen int test * more testing * lint * moved these fns * dis killing me * one more test * last one * Update integration tests * Fix tests picking up wrong dps route --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename Forex to Currency (OpenBB-finance#5687) * restore fields as optional (OpenBB-finance#5686) * Rename Crypto (OpenBB-finance#5689) * added `crypto.price.historical` * static * fix tests * fix incorrect label * Move model from sec to finra (OpenBB-finance#5692) * Update toml * fixed deps * add openbb-etf lock file * cleanup * cleanup (OpenBB-finance#5694) * Rename Fixed Income (OpenBB-finance#5695) * Rename Fixed Income * Add routers * Rename stocks to equity (OpenBB-finance#5688) * Rename stocks folder * Rename openbb_stocks package * Rename routers * Reroute equity menu * Update routes based on feedback * StockNews -> EquityNews * StockInfo -> EquityProfile * Rename Equity calendars * Equity peers rename * Rename discovery * Rename fundamental * Rename price command models * Rename shorts * Update charting router * Fix seeking alpha upcoming release date * Fix linting errors * Update tests * Fix tests * Skip econometrics api tests because it's python only * Update integration tests and test data * Historical analyst estimates * Skip cboe options chain test. Unable to record vcr cassette * re-record cboe cassettes * Document CBOE unit test creation caveats --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Feature/files-for-igor: Adding a few standard models for Igor (OpenBB-finance#5699) * add some standard models for Igor * codespell * update descriptions * Add devtools metapackage (OpenBB-finance#5703) * Add openbb-devtools metapackage * adding devtools to the dev_install script --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Rename econometrics commands to be more verbose (OpenBB-finance#5702) * Expose command to model map (OpenBB-finance#5706) * Rename ta qa (OpenBB-finance#5708) * Rename ta folder * Rename ta to technical * Rename qa folder * Rename qa to quantitative * Rename the actual routes in quantitative * Equity cleanup (OpenBB-finance#5707) * cleanup * static * renaming to equity cc @the-praxs * Proof reading --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Don't enforce imperative for first word of the docstring * Remove ultima from default extensions * Rename `economy` and create `index` extension (OpenBB-finance#5705) * renamed economy and re-recorded tests * static * market indices * european indices * fred indices * index constituents * tests * correct package name * oops * static * linting * Move COT commands to regulators * Rename economy.list to available_indices * Rename GDP models and clean up * Fix charting tests * Drop _indices from available_indices command * Fix obbject to_dict test --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename etf/disc (OpenBB-finance#5715) * Docs/v4-working-docs: PR to Work on V4 Docs (OpenBB-finance#5693) * Revert changes related to pydantic2 made into v3 code * Revert fred model changes in v3 * Revert pydantic2 databento model changes in v2 * Update some names and v3 lock file * Clean up openbb/package before the beta release * Platform publishing procedure (OpenBB-finance#5701) * update instructions * introducing the version script * publish message * fix platform path * reflecting version changes * getting version from installed packages instead * removing toml from dependencies * Changes to get `a7` out (OpenBB-finance#5697) * changes to get a7 out * etf menu on the pyproject.toml * poetry lock * bump `openbb-etf` to `a5` to match version * updated deps * removing ultima * removing references to a4 cc @the-praxs * Bump index menu version * poetry lock --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Update publishing instructions * Bump core dependencies in extensions and providers * Add changes to the publish script following the beta release * Update the versions in static extension map and openbb metapackage --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: tehcoderer <me@tehcoderer.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> 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: Adi Sai <adithya.sairam1@gmail.com>
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Hotfix/pypi openbb terminal (OpenBB-finance#5719)
* renaming the project * documentation changes
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Finishing touches to the publishing procedure (OpenBB-finance#5728)
* finishing touches to the publishing procedure * grammar improvements
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Run tests on develop (OpenBB-finance#5725)
* Run tests on develop * Add a check that files changes in platform
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Seprate Intrinio financials data tags into a different command (OpenB…
…B-finance#5723) * add `ebit` field in income statement standard model * only add required data tags * remove calculations data * use `name` key instead of `tag` key * set `period` as required in data * remove `period` and `cik` from provider models * add `equity/fundamental/search_financial_attributes` with tests * clean descriptions file * add `equity/fundamental/financial_attributes` with tests * set `value` as `Optional`
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Remove ultima from deps (OpenBB-finance#5736)
* remove ultima from deps * skip ultima test * black * change skip location * try except statement to avoid error on the ci
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Commits on Nov 16, 2023
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Add tiingo provider (OpenBB-finance#5740)
* first commit * things * Add news endpoints * CryptoHistorical * Add currency and trailing dividend yield * things working * deps * fix pre commit things * tests? * black on the tests * pratty told me to add it * integration tests * added helpers * crypto revamped * currency revamped * trailing dividend yield revamped * equity historical revamped * company news overhauled * global news overhauled * remove `tags` param from news models * crypto correct `exchanges` description * james smh * re-recorded fetcher tests * fixed integration tests * econometrics smh * james smh again --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Add
derivatives
extension forfutures
andoptions
(OpenBB-finan……ce#5742) * removed options and futures * add derivatives extension * cleanup
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bug OpenBB-finance#5649 (OpenBB-finance#5722)
* bug OpenBB-finance#5649 * fixing --a upmom, downmom --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
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Rename the fmp search -> screener (OpenBB-finance#5744)
* Rename the fmp search -> screener * misses some * i cant copy paste
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docs/fix-urls: Updates the Terminal About URLs to match
/develop
(O……penBB-finance#5720) * update Terminal about URLs and some other broken links * ruff * intro * changing the heading levels * dependency management sections * structure * developer guides * structure * contributor guides * keywords and descriptions * broken urls * cool cards * Cool cards (OpenBB-finance#5727) * tidy up terminal/content * some more tidy up * fix styling for platform that was missing * more tidy up * improve color for dark and light mode * create new reference card for more basic cards * rename back to menus * implement all index.md for terminal, except reference * improve bot title * more refactoring * fix remaining index * header styling * more styling * heheheheheheeh * Revert "heheheheheheeh" This reverts commit 7d095fc. * Ccards (OpenBB-finance#5733) * links * more links * improved styling and chevron aligned to title * fix index.mdx urls for Terminal * update package.json * update index.mdx * fix generation * spelling * toolkit_extensions * update data extensions * couple of links * add tiingo to data extensions list --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> 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>
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Stock leftover cleanup (OpenBB-finance#5745)
* change to equity in `.md` files * `HistoricalStockSplits`->`HistoricalSplits` * `StockInsiderTrading`->`InsiderTrading` * sorry fmp * `EquityHistorical` cleanup * `EquityNBBO` cleanup * .md leftover * the last of stocks
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Commits on Nov 17, 2023
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Hotfix/urllib to dev group (OpenBB-finance#5732)
* use the urllib3 dependency on the dev group instead * adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name * add dev dependencies to the dev installation bc of the ci * updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/ the way we were importing it breaks if pydantic=2.5 @montezdesousa * loosing urllib3 version specification on the provider and adding it to platform dev deps * rmeoving urllib from top level deps; and removing --with dev flag * changing to ^ instead * Revert "changing to ^ instead" This reverts commit 7300904. * unnecessary dep --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>
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feature/v4-bop - Add ECB Balance of Payments (Replaces OpenBB-finance…
…#5716) (OpenBB-finance#5726) * add ecb balance of payments * missing __init__.py files
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Nasdaq calendar earnings and fix FMP calendar earnings (OpenBB-financ…
…e#5718) Co-authored-by: James Maslek <jmaslek11@gmail.com>
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feature/us-treasury-auctions: Adds Treasury Auctions endpoint and pro…
…vider for US Government Data. (OpenBB-finance#5746) * add government_us provider and treasury auctions endpoint * black * add param for cusip * move logic for setting default start/end date
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Update hub<>platform credentials map (OpenBB-finance#5749)
* update hub<>platform credentials map * typo
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Add API settings schema to system settings (OpenBB-finance#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
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Skip checking creds (OpenBB-finance#5737)
* skip checking creds * fix bug * ok mypy * add comment * rename required_credentials * fix * fix top_retail bug * don't require creds in some nasdaq fetchers * black * this was not here before * fix tests * update fetcher test * update contributing guidelines
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Fix Quote (OpenBB-finance#5752)
* Fix Quote * fixed return type and model validation --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Wrap up renaming global news to world news on a model level (OpenBB-f…
…inance#5750) * Wrap up renaming global news to world news on a model level * cleanup --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Remove eod from docstrings (OpenBB-finance#5751)
* Wrap up renaming global news to world news on a model level * Remove "end of day" from historical price model docstrings --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Commits on Nov 18, 2023
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Massive docstring cleanup (OpenBB-finance#5755)
* sec router remove command * standard models cleanup * fmp cleanup * av cleanup * benzinga cleanup * biztoc cleanup * cboe cleanup * ecb cleanup * finra cleanup * fred cleanup * us cleanup * intrinio cleanup * nasdaq cleanup * oecd cleanup * polygon cleanup * sec cleanup * seeking alpha cleanup * stockgrid cleanup * tiingo cleanup * tradingeconomics cleanup * ultima cleanup * wsj cleanup * yfinance cleanup * sec router lint * fix date query param description
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Updates system and api settings (OpenBB-finance#5753)
* remove uncessary import on rest api * remove FrozenField and add api.version * allow setup from json * remove id tag * computed field is better * formatting --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
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Squeeze build time (OpenBB-finance#5756)
* squeeze build time * bug fix * fix test * typo? * rebuild * keep tradingeconomics
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Commits on Nov 20, 2023
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docs/working-docs: Working V4 Docs PR (OpenBB-finance#5747)
* post-install clarification, fix links * more links * change word * toolkit cleanup * rename 'contributing' to 'development' * update extensions * some urls * Update sdk-platform and v4-develop in urls (OpenBB-finance#5730) * Update sdk-platform and v4-develop in urls * Seprate Intrinio financials data tags into a different command (OpenBB-finance#5723) * add `ebit` field in income statement standard model * only add required data tags * remove calculations data * use `name` key instead of `tag` key * set `period` as required in data * remove `period` and `cik` from provider models * add `equity/fundamental/search_financial_attributes` with tests * clean descriptions file * add `equity/fundamental/financial_attributes` with tests * set `value` as `Optional` * Fix threadpool test error (OpenBB-finance#5734) * Remove ultima from deps (OpenBB-finance#5736) * remove ultima from deps * skip ultima test * black * change skip location * try except statement to avoid error on the ci * new currency reference rates pr (OpenBB-finance#5724) * point files to linters (OpenBB-finance#5739) * remove news from equity (OpenBB-finance#5741) * Add tiingo provider (OpenBB-finance#5740) * first commit * things * Add news endpoints * CryptoHistorical * Add currency and trailing dividend yield * things working * deps * fix pre commit things * tests? * black on the tests * pratty told me to add it * integration tests * added helpers * crypto revamped * currency revamped * trailing dividend yield revamped * equity historical revamped * company news overhauled * global news overhauled * remove `tags` param from news models * crypto correct `exchanges` description * james smh * re-recorded fetcher tests * fixed integration tests * econometrics smh * james smh again --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Add `derivatives` extension for `futures` and `options` (OpenBB-finance#5742) * removed options and futures * add derivatives extension * cleanup * bug OpenBB-finance#5649 (OpenBB-finance#5722) * bug OpenBB-finance#5649 * fixing --a upmom, downmom --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Rename the fmp search -> screener (OpenBB-finance#5744) * Rename the fmp search -> screener * misses some * i cant copy paste * docs/fix-urls: Updates the Terminal About URLs to match `/develop` (OpenBB-finance#5720) * update Terminal about URLs and some other broken links * ruff * intro * changing the heading levels * dependency management sections * structure * developer guides * structure * contributor guides * keywords and descriptions * broken urls * cool cards * Cool cards (OpenBB-finance#5727) * tidy up terminal/content * some more tidy up * fix styling for platform that was missing * more tidy up * improve color for dark and light mode * create new reference card for more basic cards * rename back to menus * implement all index.md for terminal, except reference * improve bot title * more refactoring * fix remaining index * header styling * more styling * heheheheheheeh * Revert "heheheheheheeh" This reverts commit 7d095fc. * Ccards (OpenBB-finance#5733) * links * more links * improved styling and chevron aligned to title * fix index.mdx urls for Terminal * update package.json * update index.mdx * fix generation * spelling * toolkit_extensions * update data extensions * couple of links * add tiingo to data extensions list --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> 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> * Stock leftover cleanup (OpenBB-finance#5745) * change to equity in `.md` files * `HistoricalStockSplits`->`HistoricalSplits` * `StockInsiderTrading`->`InsiderTrading` * sorry fmp * `EquityHistorical` cleanup * `EquityNBBO` cleanup * .md leftover * the last of stocks * post-install clarification, fix links * more links * change word * toolkit cleanup * rename 'contributing' to 'development' * Hotfix/urllib to dev group (OpenBB-finance#5732) * use the urllib3 dependency on the dev group instead * adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name * add dev dependencies to the dev installation bc of the ci * updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/ the way we were importing it breaks if pydantic=2.5 @montezdesousa * loosing urllib3 version specification on the provider and adding it to platform dev deps * rmeoving urllib from top level deps; and removing --with dev flag * changing to ^ instead * Revert "changing to ^ instead" This reverts commit 7300904. * unnecessary dep --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * feature/v4-bop - Add ECB Balance of Payments (Replaces OpenBB-finance#5716) (OpenBB-finance#5726) * add ecb balance of payments * missing __init__.py files * Nasdaq calendar earnings and fix FMP calendar earnings (OpenBB-finance#5718) Co-authored-by: James Maslek <jmaslek11@gmail.com> * feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (OpenBB-finance#5746) * add government_us provider and treasury auctions endpoint * black * add param for cusip * move logic for setting default start/end date * Update hub<>platform credentials map (OpenBB-finance#5749) * update hub<>platform credentials map * typo * Add API settings schema to system settings (OpenBB-finance#5743) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Skip checking creds (OpenBB-finance#5737) * skip checking creds * fix bug * ok mypy * add comment * rename required_credentials * fix * fix top_retail bug * don't require creds in some nasdaq fetchers * black * this was not here before * fix tests * update fetcher test * update contributing guidelines * Fix Quote (OpenBB-finance#5752) * Fix Quote * fixed return type and model validation --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Wrap up renaming global news to world news on a model level (OpenBB-finance#5750) * Wrap up renaming global news to world news on a model level * cleanup --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * update extensions * some urls * Revert changes to v3 docs --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Ramazan <guvencramazan@yandex.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> * POST request example * update post example * find symbols * market calendars * codespell * codespell ftw * improve main page light mode --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Ramazan <guvencramazan@yandex.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
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Add Pro videos to docs + fix CI (OpenBB-finance#5765)
* add pro vids * Update gh-pages.yml
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Commits on Nov 21, 2023
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install v4 (OpenBB-finance#5766)
* install v4 * add run on pr * this seems sus * thnx juan * flip * thnx juan * idk * Update index.js * Update Root.tsx * Update index.js * try again * fix front matter * fix description front matter * Revert "fix description front matter" This reverts commit cccc7b2. * try to fix this mickey * fixed all that mickey @DidierRLopes broke * Update index.js * generate platform fix * black fix --------- Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: tehcoderer <me@tehcoderer.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
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Generate widgets library (OpenBB-finance#5767)
* generate widgets library * Update gh-pages.yml * black * ruff fix * add index to widgets-library * linter
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Add support for multiple ticker (OpenBB-finance#5770)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Released this code (OpenBB-finance#5761)
* updates after release * bump pytest-recorder * Revert "bump pytest-recorder" This reverts commit 245f178. * needs to be in dev group * rerecord yfinance tests * record in us --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Feature/fix platform unit test (OpenBB-finance#5772)
* changed checkout ref * Testing * revert changes
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Docs/fix doc generations (OpenBB-finance#5775)
* few changes * Update get_search_results.md * updates * undo build * Update test_generate_docs.py * Update controller_doc_classes.py * Update params_controller.py * Update params_controller.py
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Commits on Nov 22, 2023
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Small fix (OpenBB-finance#5777)
This file gets automatically generated
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Rename session file (OpenBB-finance#5771)
* rename session file * rename method * Update README.md * placed as note * revert readme change --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Merge provider and core into core (OpenBB-finance#5774)
* small changes - moving provider inside the core * uptade readme * lint * remove old provider readme * leftovers * refactor website examples * ruff * fix nox * relock * fix fails_to_deliver headers * fix for tests that have renamed endpoints * fix discovery * removed test for renamed endpoint * fix broken syntax - test_search_financial_attributes * fix cash/income/balance * fix derivatives tests * fix etf tests * fix news tests * fix regulators * black * wrong test param * sort equity gainers/losers by percent * platform markdown generation import * Hotfix/fix int tests core merge (OpenBB-finance#5779) * removing tests on old endpoint * removing visualization on old endpoint * fixing equity tests * fixing examples * fix news tests * fix index test * example * add comments * example --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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hotfix/fix-technical-output: Include Dates in Output (OpenBB-finance#…
…5754) * fixes output to include dates * ichimoku * add trading_periods param to cones * add param to integration tests --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
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Commits on Nov 23, 2023
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Feature/platform async (OpenBB-finance#5763)
* init * updates * Update helpers.py * tests * Update helpers.py * Update command_runner.py * Update helpers.py * deps * Update helpers.py * only check `async` if model is specified, revert `qa`, `ta`, and `econometrics` * merge issues * Update command_runner.py * remove typing and type: ignore * fix helpers typing * add aiohttp to core deps, remove from charting * remove @overload * ruff * import helper from source * helpers typing+pylint * black --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
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Feature/general fixes (OpenBB-finance#5786)
* fix mypy * import helper from source * improve missing api key msg * fix * remove dynamic default * rename rest_api_settings file * add comment async/sync * fix bug * Revert "fix bug" This reverts commit 7d9a0d2. * fix bug
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hotfix/yfinance-download: Fix Intraday Helper (OpenBB-finance#5785)
* fix yfinance_download intraday helper * fix today getting cutoff --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
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Commits on Nov 24, 2023
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Update Pro documentation (OpenBB-finance#5784)
* fix pro videos to latest ones * small fix * attempt border on pro * Update index.md * Update index.md * Update charting.md * Update homepage.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update index.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update advanced-search.md * Update copilot.md * pro images gradient * update images with border * Update news.md * Update news.md * add examples to platform v4 generation/ fixed data model ref titles * fix `data_reference_cards` sort by title * Merge branch 'docs/update-pro-videos' of https://github.com/OpenBB-finance/OpenBBTerminal into docs/update-pro-videos --------- Co-authored-by: tehcoderer <me@tehcoderer.com>
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Commits on Nov 25, 2023
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Commits on Nov 27, 2023
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New Intrinio Endpoints (OpenBB-finance#5789)
* redefined CalendarDividend standard model * fix nasdaq calendar dividend model * removed Filings standard model * add DiscoveryFilings standard model * fix fmp calendar dividend and discovery filing models * add cik description in standard model utils * redefine CompanyFilings standard model * fix fmp company filings model * fix sec company filings model * remove regulators/sec/filings command * redefine InsiderTrading standard model * fix fmp insider trading model * redefine InstitutionalOwnership standard model * fix fmp institutional ownership model * redefine KeyMetrics standard model * fix fmp key metrics model * fix fmp market snapshots model * add attributes standard model and commands * redefine EquityInfo standard model * remove SearchFinancialAttributes standard model file * add new intrinio endpoints * linting * pass standard model description test * fix tests? w/@montezdesousa * pass fmp fetcher tests * re-record sec company filings test * pass intrinio fetcher tests * re-record intrinio insider trading test * index integration test * regulators integration test * equity integration test * fix same owner name in intrinio instituional ownership * re-record intrinio insider training * crypto price historical integration test reduce end_date
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Feature/release b2 (OpenBB-finance#5799)
* publish core and extensions * rebuild and force commit package changes * Remove tiingo, finra and wsj from extras --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
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Equity multiples add symbol data field (OpenBB-finance#5800)
* add symbol data field * cleanup * remove limit param from standard model * remove limit from equity integration test * re-recrod fmp and intrinio fetcher tests
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Commits on Nov 28, 2023
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Add
symbols
field to standard model data (OpenBB-finance#5802)* add symbols field to standard model data * fix provider models * re-record polygon fetcher test * fix polygon query alias * re-record polygon fetcher
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Hotfix/yfinance-adjusted: Fix for OpenBB-finance#5798 (OpenBB-finance…
…#5803) * fix yfinance-adjusted * update test * don't need that transform query param piece * re-record test, etf_historical make adj_close not mandatory * yfinance caching.. * mock cookie and crumb? --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Feature/fred-releases: Adds some FRED functionality to the economy ro…
…uter. (OpenBB-finance#5793) * fred economic releases search * add FRED functions for series and searching. * codespell * ruff * data description. * replace two functions with one fred_search * rename standard model to fred_series * remove consolidated fred model * return series metadata as warning * recapture test * fill nan with None
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Add sector news standard model (OpenBB-finance#5795)
* Add Sector News standard model * Fix test coverage test failing --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>
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Add Historical Dividends to Intrinio inplace of Calendar Dividends (O…
…penBB-finance#5813) * HistoricalDividends re-defined * re-define fmp model * add intrinio model * re-record intrinio test * fix integration tests --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
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Commits on Nov 29, 2023
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Fix typos (OpenBB-finance#5808)
* fix typo * fix typos * fix typo * fix typos * fix typos * fix typos * fix typo --------- Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
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hotfix/fmp-insider-trading - Fix FMP Insider Trading (OpenBB-finance#…
…5817) * fix fmp insider trading * re-capture tests * fix intrinio test
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Fix nasdaq top retail working without a key resulting in an error (Op…
…enBB-finance#5811) * raise error if no api key found * check for empty strings * black * fix test * less verbose --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
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hotfix/fmp-replace-zero: Replace Zero with None in FMP Balance, Cash,…
… Income (OpenBB-finance#5815) * replace zeros with None in Balance, Cash, Income * black --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Set
level
as defaulttag
value forindex.market
in Intrinio (Op……enBB-finance#5801) * set level as default tag value * set limit to 1000 * re-record fetcher test --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
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Fix tests (OpenBB-finance#5819)
* fix equity tests - python * remove test for intrinio * remove index.fred and fix tests w/@hjoaquim,@IgorWounds * fix ultima company news model w/@hjoaquim,@IgorWounds * re-record intrinio insider trading w/@hjoaquim,@IgorWounds * adjust endpoint * adjust endpoint * adjust params * fix equity test w/@IgorWounds * re-record * remove ultima test * adding keys to the workflow * typo --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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debuggint int tests (OpenBB-finance#5823)
* debug * debug2 * extra debug step * Another hail mary * add debug * MMMMMbop * didnt import base64 * Other tests with headers * increase timeout to 20 --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Standardize balance, income, cash for Intrinio (OpenBB-finance#5809)
* Fix test coverage test failing * Fix spot rates integration test * Apply the standardization to intrinio balance, income and cash --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: James Maslek <jmaslek11@gmail.com>
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Commits on Nov 30, 2023
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Docs/pro new widgets struct (OpenBB-finance#5805)
* Improve widgets library structure * add styling to widgets library images * black linting * update widgets library index generator * update border of docs image * shift grouping Minh suggestion * no ruff in this file * Update chart-from-raw-data.md * lint * add pro to index docs * add workflows to docs * dunno how to spell existent lol * navbar logo to go to root docs * push missing bg * backend for terminal pro repo - Andrew suggestion * update content slightly * no widgets-library content should be pushed, this is generated at runtime * add Rita's vidos + review everything
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Feature/release rc0 (OpenBB-finance#5821)
* publish core and extensions * build static * lock openbb * force commit package changes --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Account commands: add option to return user settings (OpenBB-finance#…
…5825) * Add verbosity to login * Fix tests * Add verbosity for other * pratty=False * docstring --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
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Revamp
openbb-core
README (OpenBB-finance#5830)* core readme * mentioning query params
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Move pytest dependencies from openbb level to to core dev deps level (O…
…penBB-finance#5829) * Move pytest to core dev deps * removing openbb-core from devtools * Fix dev_install script not picking developer dependencies --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
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Prevent gh-actions from publishing v3 unless explicitly asked to (Ope…
…nBB-finance#5835) * Prevent gh-actions from publishing v3 unless explicitly asked to * ) says: "Wait for meeeeeee!" * Update branch name regex * Revert release-v3 changes
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Hotfix/test fix (OpenBB-finance#5827)
* Add verbosity to login * Fix tests * fix dem tests baby --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Release/4.0.0 (OpenBB-finance#5837)
* pyproject toml and poetry.lock files * static assets * fix link to platform * bump core * 4.0.1 adjustments
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Commits on Dec 1, 2023
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docs/new-working-docs: New working docs branch (OpenBB-finance#5768)
* move old example notebooks to v3 folder, update loadHistoricalPriceData and add findSymbols * Create README.md * Update README.md * Update README.md * Update README.md * Vertical diagram instead * important classes * core dependencies * folder structure * devtools * swap order * fix github pages deploy issue * development index * delete expectations for developers * devtools * obbject stuff * add * installation * hub sync * idk if i committed already * add usage page for financial statements * add link to reference page * syntax * numbers * nearly --> more than * easier to read code blocks * codespell * removing mention to provider * add 'orientation' for to_dict * info card for output user preference * put it in a code block * correct user_settings.json example * syntax corrections * fix sentence * get rid of floating point mathc * get rid of other floating point math * add companion example notebook for financial statements, and new section * historical prices usage page * codespell * add commitment of traders section to usage * add a note * codespell * get rid of equals sign * Cleanup docs. with @the-praxs * install * obbject extend * spell * HeadTitle thingies * Update obbject_extensions.md * Update obbject_extensions.md * typo * Update architectural_considerations.md * point to the TET pattern * optional vs required * reviewing the patterns. removed the --pre flag under the assumption this will be the final docs for the release cc @deeleeramone * add a walkthrough * spelling * Add more in the introduction * validator examples * update Copper-to-Gold notebook example for V4 * Update README.md * QA Caveats w @the-praxs * info on class outputs * merge add data sources and add data points * disclaimer on cookiecutter * add missing import to example * slight syntax change * missing code block * missing import * update intrinio example syntax * intrinio syntax update * urls * core and provider merged * example syntax * grammar * Update API banner link * quick-fix-docs cc @minhhoang1023 * Update pip install command for v3 * remove --pre note block * update landing image --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
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Small change in extensions doc (OpenBB-finance#5844)
* break one table into 2 * Edit pypi readme * remove extra ``` --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
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Google Colab Install Notebook (OpenBB-finance#5841)
* Google Colab Install Notebook Adds example notebook for Google Colab install. * Update README.md * Update README.md Add badge -- won't work until merged into develop * point to develop for nb --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>
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Commits on Dec 2, 2023
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