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[Release] 4.1.5 #6190

Merged
merged 397 commits into from
Mar 12, 2024
Merged

[Release] 4.1.5 #6190

merged 397 commits into from
Mar 12, 2024

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the-praxs
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[Release] 4.1.5

  1. Why?

    For the new release

  2. What?

    • Bumped the versions of the packages
    • Published the updated packages
  3. Impact

    Impact Score - N/A

  4. Testing Done:

    Tested locally on the system after publishing the packages

hjoaquim and others added 30 commits December 11, 2023 15:27
* Parameterize obbject.to_df with index and sort_by

* unit tests for obbject

* keep using the date as default to use on  basemode_to_df()

---------

Co-authored-by: Igor Radovanovic <[email protected]>
* changes to the hqm output

* typo

---------

Co-authored-by: Igor Radovanovic <[email protected]>
* refactor extract_info

* add comment

---------

Co-authored-by: Igor Radovanovic <[email protected]>
* Fix version

* Fix linter on terminal
* breakdown builder + remove black

* rebuild

* rebuild

* rebuild

* rename method

* format built code without black

* we still lint if it's available

* fix existing tests

* add linter tests

* add black to dev deps

* auto_build as instance method

* reorder methods

* typing

---------

Co-authored-by: Henrique Joaquim <[email protected]>
* Fix bug. Add router test.

* Simplify
* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

Co-authored-by: Theodore Aptekarev <[email protected]>
* Don't mention docker in a list of python envs

* Create a REST API page

* Update docs to get api keys from the hub

* Update installation instructions

* Mention requirement of poetry and toml in source installation section

* move rest page up to the top. and add url to google colab example notebook

---------

Co-authored-by: Danglewood <[email protected]>
* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

---------

Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>
* update xl docs

* update syntax line

* update again
* Allow optional input for 2-month treasury rates and add FederalReserve rates model

The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.

* Add Money Measures models and commands

This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.

* Add Federal Reserve Money Measures test file

This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.

* Cleanup

* Sneaky unformatted integration tests

* its a dawg life for me ...... ruff

* add the fed funds rate

* didnt mean to commmit this

* black

* this is why we should pre commit kids

* change install name

* add providers to int tests

* review comments + commit static

* replace nan with None

* fix float on None

* get rid of nans for nulls for json handling

* change `_` to `-` in readme pip install.

* Update __init__.py docstring

* Debug pylint

* Adjust the fetch depth

---------

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
…nts. (#5794)

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
…s page are for installing the Terminal (#5904)

* add warning at top of page - instructions are for installing the Terminal app

* pip install openbb-nightly
…tement Fields (#5907)

* update income statement fields

* another polygon field

* ratio -> margin

* black

* explicit fmp fields

* add reported_currency for standardized intrinio

* # pylint: disable=unused-argument

* another unused-argument

* black..

* patch tests

* polygon income: eps -> basic earnings per share

* re-capture terminal portfolio menu test

---------

Co-authored-by: hjoaquim <[email protected]>
* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <[email protected]>
…nd normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument
* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load
…form vs SDK (#5914)

* platform vs sdk faq page

* add data and data providers faq section and some style cards

* typo

* makes changes as per reviews

* openbb-nightly as a way to install everything

* jupyter-lab instead of jupyter

---------

Co-authored-by: Henrique Joaquim <[email protected]>
* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

Co-authored-by: Henrique Joaquim <[email protected]>
…r support and symbol parsing (#5923)

* multi-ticker support for yfinance futures historical

* raise-missing-from

* integration test params

* equity_historical adjusted kwargs

* pylint unused argument
* regen excel md

* add syntax + basic example

* fix example

* create json with docs map

* update docs to latest functions.json + remove tiingo

* remove space from examples

* minor fix

* remove spaces

* remove spaces

* bug fix: remove folder before generating

* fix typo

* add link to appsource

* fix

* Update templates.md

* regenerate content

* change docs colors

* fix light mode

* add back tiingo

* update functions.json

* templates go later

* remove Library from reference

* Make the excel markdown being generated at runtime

* fix reference cards having commands under menu

* remove excel/reference folder since this is built at runtime by gh-pages action

* black formatting

* improve title

* add excel to the main page

* add excel image bg

* make excel sidebar show up next to pro

* improve main page

* small fix for platform page title

* update basics page

* add tip to autocomplete

---------

Co-authored-by: DidierRLopes <[email protected]>
@github-actions github-actions bot added the v4 PRs for v4 label Mar 11, 2024
@montezdesousa montezdesousa changed the base branch from develop to main March 12, 2024 10:28
This reverts commit 5b333db, reversing
changes made to e4beecf.
@montezdesousa montezdesousa changed the base branch from main to develop March 12, 2024 10:58
@montezdesousa montezdesousa changed the base branch from develop to main March 12, 2024 11:02
@jmaslek jmaslek merged commit a42c560 into main Mar 12, 2024
15 of 24 checks passed
@the-praxs the-praxs deleted the release/4.1.5 branch March 12, 2024 12:17
@the-praxs the-praxs restored the release/4.1.5 branch March 12, 2024 12:24
@the-praxs the-praxs deleted the release/4.1.5 branch March 12, 2024 12:26
@the-praxs the-praxs restored the release/4.1.5 branch March 12, 2024 12:26
@the-praxs the-praxs deleted the release/4.1.5 branch March 12, 2024 12:43
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