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Release/4.2.1 #6456

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merged 586 commits into from
May 22, 2024
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225c945
tmx etf info (#6132)
deeleeramone Feb 27, 2024
577a424
[Feature] - Platform V4 Markdown Generator V2 (#6094)
the-praxs Feb 27, 2024
2ae6651
[Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
deeleeramone Feb 27, 2024
ccdb246
[Feature] - Sync with new openapi.json (#6137)
montezdesousa Feb 27, 2024
3d34e56
Fix the v3 markdown generation workflow (#6138)
jmaslek Feb 27, 2024
2332725
update functions.json (#6140)
montezdesousa Feb 27, 2024
d46e960
fix intraday check in charting ta_class (#6119)
deeleeramone Feb 28, 2024
c464f88
[BugFix] Display EconDB as source for macro (#6143)
Feb 28, 2024
59e2099
[BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
the-praxs Feb 28, 2024
37209c8
add more examples into findSymbols (#6139)
deeleeramone Feb 28, 2024
830acd9
[BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
deeleeramone Feb 28, 2024
b60d908
Docs/update xl docs (#6145)
montezdesousa Feb 28, 2024
bbc869d
fix get reference (#6147)
montezdesousa Feb 29, 2024
b47c9cc
[BugFix] Filter OECD data using `start_date` and `end_date` parameter…
the-praxs Feb 29, 2024
1d70c87
Merge 'main' into 'develop' (#6151)
montezdesousa Feb 29, 2024
b458d2f
More v3 removals (#6141)
jmaslek Feb 29, 2024
ba18734
[Enhancement] Show the source of error in exception traceback (#6153)
the-praxs Feb 29, 2024
5f5fad0
Improve the OECD requests (#6152)
jmaslek Mar 1, 2024
eb07111
adds AlphaVantage to historical_eps (#6155)
deeleeramone Mar 3, 2024
47541d4
[BugFix] Fix FMP Market Snapshots (#6160)
deeleeramone Mar 4, 2024
c064107
[Feature] - Excel help page (#6165)
montezdesousa Mar 5, 2024
e7896a8
[Feature] Add Currency Snapshots With Data From FMP (#6162)
deeleeramone Mar 5, 2024
6efab3f
[Feature] Add `form_13f` Endpoint to `equity.ownership` (#6122)
deeleeramone Mar 5, 2024
b768bc0
[Bug fix] - Run charting tests again (#6167)
montezdesousa Mar 5, 2024
65ce66e
[Enhancement] Slightly Change The Order of intrinio Cash Flow (#6168)
deeleeramone Mar 6, 2024
76556df
[Bug fix] - Fix integration tests (#6170)
montezdesousa Mar 6, 2024
a8122e9
[Bug fix] - Handle multiple items with arbitrary type (#6171)
montezdesousa Mar 6, 2024
48c508b
[Feature] Custom choices (#6169)
hjoaquim Mar 7, 2024
f24e971
exception in debug mode shows complete argument (#6174)
the-praxs Mar 7, 2024
8f3d332
[Bugfix] - Lower case validator in standard models (#6172)
montezdesousa Mar 8, 2024
8254bd5
[Enhancement] Standardize "X".price.historical Intervals and Params (…
deeleeramone Mar 8, 2024
f328a45
[Feature] - refactor examples (#6154)
montezdesousa Mar 9, 2024
3ea6bcf
[Enhancement] Improve Intrinio Unusual Options (#6177)
deeleeramone Mar 11, 2024
782f8d1
added code to get new examples as string (#6181)
the-praxs Mar 11, 2024
eaae8c2
[Feature] Add Tradier Provider Extension (#6178)
deeleeramone Mar 11, 2024
27a711b
[Feature] - Create static asset tests (#6182)
IgorWounds Mar 11, 2024
a8f5543
Add labels for `breaking_changes` tag (#6184)
luqmanbello Mar 11, 2024
875969a
[Bugfix] - Fix equity/price/historical w/ alphavantage (#6183)
montezdesousa Mar 11, 2024
0115feb
[Enhancement] Allow Multiple Symbols For Intrinio Key Metrics (#6186)
deeleeramone Mar 11, 2024
9341b80
handle date type (#6185)
deeleeramone Mar 11, 2024
898222b
Release bug fixes (#6187)
montezdesousa Mar 11, 2024
d458eb9
[BugFix] Update `README` for Platform (#6189)
the-praxs Mar 11, 2024
87a50f7
[BugFix] Raise Alpha Vantage API Error (#6188)
deeleeramone Mar 11, 2024
08a9740
update econ cal headers (#6191)
deeleeramone Mar 12, 2024
cc7908f
[Release] 4.1.5 to `develop` (#6192)
the-praxs Mar 12, 2024
afd0708
[Bugfix] Update `PUBLISH.md` file (#6193)
the-praxs Mar 12, 2024
137e8b9
Remove charting extension preference from user settings (#6194)
hjoaquim Mar 12, 2024
9ddcf42
[Bugfix] - Small update on PUBLISH.md (#6196)
montezdesousa Mar 12, 2024
b0a1650
[Feature] Hotfix develop main sync (#6200)
piiq Mar 13, 2024
1e98990
Merge branch 'main' into develop
piiq Mar 13, 2024
c0f4f85
Improve the example test (#6203)
IgorWounds Mar 13, 2024
a7a7c64
Improve fetcher test error messages (#6204)
IgorWounds Mar 13, 2024
d984637
[Feature] Add Intrinio ETF Info/Search (#6198)
deeleeramone Mar 13, 2024
540f578
[Enhancement] `ReferenceGenerator` class in `package_builder.py` (#6179)
the-praxs Mar 13, 2024
2ae4f30
Final v3 touches (#6205)
jmaslek Mar 13, 2024
a2ef2ad
[BugFix] Fix empty docstring in data processing functions (#6206)
the-praxs Mar 13, 2024
6d259a5
Add unit tests (#6213)
IgorWounds Mar 14, 2024
fc54b54
Update build-release.yml (#6215)
jmaslek Mar 14, 2024
f62f6d7
[Hotfix] - docs workflow (#6216)
montezdesousa Mar 14, 2024
eca4ea9
[BugFix] - Json schema extra broken in standard models (#6212)
montezdesousa Mar 14, 2024
3b7f18f
[Enhancement] Sync `reference.json` and Platform function docstring (…
the-praxs Mar 14, 2024
19ebd64
Release/3.2.5 (#6218)
montezdesousa Mar 14, 2024
a464040
[Docs] - Update BYOD page (#6217)
montezdesousa Mar 14, 2024
9b0d340
Remove terminal CI actions (#6221)
jmaslek Mar 14, 2024
46f4834
[Feature] Intrinio ETF Price Performance (#6220)
deeleeramone Mar 15, 2024
0239e6e
Remove old tests (#6222)
jmaslek Mar 15, 2024
c55f93c
add Intrinio ETF Holdings (#6208)
deeleeramone Mar 15, 2024
399498c
Update the main README (#6225)
jmaslek Mar 15, 2024
a3fc04c
[Enhancement] Adding an interface to read the reference (#6224)
hjoaquim Mar 15, 2024
72ccf4e
[Feature] Volatility Cones Chart (#6226)
deeleeramone Mar 16, 2024
9ae1307
[Docs] Refactor Contributing Section Of Docs (#6173)
deeleeramone Mar 16, 2024
655b1c8
[Docs] Add Streamlit News Dashboard To Examples (#6158)
deeleeramone Mar 17, 2024
c5c7ade
[Feature] Add Charts For FRED Series (#6234)
deeleeramone Mar 18, 2024
9dcad44
[Feature] Add Intrinio to `obb.equity.market_snapshots()` (#6232)
deeleeramone Mar 18, 2024
44ee276
[BugFix] Merge Fix FMP Intraday (#6229) From Main (#6235)
deeleeramone Mar 19, 2024
bab42a0
fix: broken signature typing (#6238)
montezdesousa Mar 19, 2024
7f4007a
[Feature] - Warn if inexistent kwargs (#6236)
montezdesousa Mar 20, 2024
bb6efdf
Allow kwargs on POST endpoints (#6240)
IgorWounds Mar 20, 2024
78695fa
[BugFix] Return FMP Error Messages (#6237)
deeleeramone Mar 21, 2024
80d3ac6
[BugFix] No event loop when exporting images (#6249)
hjoaquim Mar 22, 2024
23135ab
[BugFix] - Bring back mypy (#6242)
montezdesousa Mar 22, 2024
0cec118
[BugFix] - Fix integration tests workflow file (#6251)
montezdesousa Mar 24, 2024
1794d69
[BugFix] - Untyped variadic keyword arguments break during execution …
montezdesousa Mar 25, 2024
fef92fe
update website to remove the main menu from pro level (#6244)
Mar 25, 2024
0f44128
[Enhancement] - Cleanup docs (#6254)
IgorWounds Mar 25, 2024
edc3da9
update contributing section (#6255)
montezdesousa Mar 26, 2024
c39d14e
Build the static assets before generating markdown files (#6257)
deeleeramone Mar 27, 2024
657fd1f
[Docs] Break Out Usage Section In Docs Pages (#6258)
deeleeramone Mar 27, 2024
4b5787b
fix: move extra_params warning to query.py (#6259)
montezdesousa Mar 27, 2024
db9960a
[BugFix] - multiple items allowed in provider parameters (#6256)
montezdesousa Mar 28, 2024
27a6fbb
fix charting tests (#6262)
hjoaquim Mar 28, 2024
ce52ef3
[Bugfix] - Test parametrize skips charting tests (#6264)
montezdesousa Mar 28, 2024
7640556
[Bugfix] Removes Charting Integration Test For Chart That Doesn't Exi…
deeleeramone Mar 30, 2024
42a8c8f
[BugFix] yFinance ETF Info: Try Different Field When Missing fundInce…
deeleeramone Mar 30, 2024
6b91e94
make Excel templates downloadable from docs (#6270)
Mar 31, 2024
559778c
[Release] 4.1.6 (#6266)
hjoaquim Apr 1, 2024
ad8df99
[Git] - Sync main dev (#6276)
montezdesousa Apr 1, 2024
4e0453a
[Feature] - Auto-build test (#6271)
IgorWounds Apr 1, 2024
fe7f11f
[BugFix] Typo on `openbb-quantitative` readme (#6272)
hjoaquim Apr 2, 2024
bc77e07
Add pull_request trigger for release branches in API Integration Test…
luqmanbello Apr 2, 2024
83d03bc
fix: serialize response before fastapi (#6279)
montezdesousa Apr 2, 2024
57deb8e
[Feature] - Annotated results (#6282)
montezdesousa Apr 3, 2024
daa4520
[Feature] - Merge reference.json and extension_map.json, plus docume…
montezdesousa Apr 4, 2024
4599893
update example notebook syntax for metadata change (#6287)
deeleeramone Apr 4, 2024
3f08e0f
[Feature] Add Forward Sales and EPS Estimates (#6269)
deeleeramone Apr 4, 2024
33d186f
[Feature] - Router descriptions (#6288)
montezdesousa Apr 5, 2024
3f4ab6e
Updated docs again (#6289)
colin99d Apr 5, 2024
40c8944
[BugFix] - Fix nested router descriptions (#6292)
montezdesousa Apr 9, 2024
153723d
[Feature] Adding interactive tables (#6290)
hjoaquim Apr 9, 2024
8fed63e
[BugFix] Fix the multiple items check (#6294)
hjoaquim Apr 9, 2024
0a64bd1
[HotFix] Add ETF holdings data param to Intrinio (#6293)
deeleeramone Apr 9, 2024
a255fa5
[Enhancement] - PyDocstyle Compliant (#6284)
IgorWounds Apr 9, 2024
72e322f
[BugFix] Handling negative timestamps on Windows (#6298)
hjoaquim Apr 10, 2024
9517491
[Enhancement] Improve Charting Extension Plots and Indicators (#6243)
deeleeramone Apr 10, 2024
1c26d24
[BugFix] `json_schema_extra` getting overridden (#6300)
hjoaquim Apr 10, 2024
3fc6acb
undocumented benzinga fields in response (#6304)
deeleeramone Apr 11, 2024
00cc450
[BugFix] Fix yFinance end_date filter when not intraday. (#6302)
deeleeramone Apr 11, 2024
3172b9e
[BugFix] Fix metadata creation (#6306)
hjoaquim Apr 11, 2024
b8d1846
[BugFix] - Provider is added to every response item (#6305)
montezdesousa Apr 12, 2024
40ce132
[BugFix] Fixes the API (#6309)
deeleeramone Apr 15, 2024
2c1e409
[Feature] - Update credential filters to v4 (#5949)
montezdesousa Apr 15, 2024
326f239
Add single widgets public endpoints examples (#6312)
Apr 15, 2024
779708a
[BugFix] Charts: Fix Legend & Title Crowding in Jupyter (#6316)
deeleeramone Apr 17, 2024
510b938
[BugFix] Chunk FMP Price Performance URL For Large Lists (#6317)
deeleeramone Apr 17, 2024
f4db561
remove terminal related artifacts from build folder (#6307)
hjoaquim Apr 18, 2024
3d21325
[BugFix] Replace Platform Docker File. (#6321)
deeleeramone Apr 19, 2024
666db0b
Fix build failing for router-only extensions with no standard models …
piiq Apr 19, 2024
8ab4be9
[BugFix] Add Missing require_credentials=False In Nasdaq Fetchers (#6…
deeleeramone Apr 19, 2024
6cfc475
[BugFix] Adding safe timestamp conversion everywhere (#6299)
hjoaquim Apr 19, 2024
fe0debe
[Docs] Charting Documentation (#6303)
deeleeramone Apr 19, 2024
04d3af5
[Feature] - LLM mode (#6308)
IgorWounds Apr 19, 2024
e1af0a7
[Feature] Add Relative Rotation To `openbb-technical` and `openbb-cha…
deeleeramone Apr 19, 2024
8d2f8ba
[Release] 4.1.7 (#6325)
hjoaquim Apr 20, 2024
ca73a8b
Merge branch 'main' into develop
piiq Apr 20, 2024
929c858
Re update excel docs (#6329)
montezdesousa Apr 22, 2024
f18680a
Merge branch 'main' into develop
piiq Apr 22, 2024
ee42241
[Feature] EconDB Provider Extension With New Economy Endpoints. (#6313)
deeleeramone Apr 22, 2024
2ccf39d
Sync ruff in dev_tool with openbb_core (#6331)
montezdesousa Apr 22, 2024
6b3d6fb
add currency snapshots from polygon (#6333)
deeleeramone Apr 23, 2024
99b8597
[Feature] Async SEC (#6319)
deeleeramone Apr 23, 2024
9bfa378
[Feature] Warn limit number of countries in TE request (#6334)
hjoaquim Apr 23, 2024
3872738
[BugFix] Intrinio News (#6336)
deeleeramone Apr 24, 2024
b418288
Summarize Changelog (#6335)
IgorWounds Apr 24, 2024
3d9a8b3
rename the summarize changelog file (#6338)
luqmanbello Apr 24, 2024
baee6d8
Add pip install requests openai to the workflow file (#6341)
luqmanbello Apr 24, 2024
7f90d74
[BugFix] Intrinio Balance Sheet Period (#6343)
deeleeramone Apr 25, 2024
bd75a97
Move files used in gh actions from root (#6346)
montezdesousa Apr 26, 2024
b43364b
[Feature] OpenBB Platform CLI (#5302)
hjoaquim Apr 29, 2024
efe77be
Clean gitignore (#6347)
montezdesousa Apr 29, 2024
a502766
provider parameters were being removed bc not in signature (#6348)
hjoaquim Apr 29, 2024
4105ec4
ensure everything on the dataframe is a string (#6351)
hjoaquim Apr 29, 2024
9dce734
move linting rules from pyproject.toml to ruff.toml (#6350)
montezdesousa Apr 29, 2024
5f4ee56
[BugFix] Empty views on `econometrics` and `quantitative` (#6353)
hjoaquim Apr 30, 2024
cc15a77
[Feature] - Rename terminal folder (#6349)
montezdesousa Apr 30, 2024
e37c0c0
Remove OpenBB Terminal from docs page (#6354)
IgorWounds Apr 30, 2024
9a02e50
create a title out of the route being used to use it as table title (…
hjoaquim May 1, 2024
c459975
[BugFix] Intrinio EquityPriceHistorical - Return Error Message When I…
deeleeramone May 1, 2024
a0d580a
[Feature] - Display command providers (#6355)
montezdesousa May 1, 2024
4097033
avoid range index as it breaks interactive tables (#6360)
hjoaquim May 2, 2024
18115e4
[Enhancement] - Sanitize sensitive data from `.cli.his` (#6361)
IgorWounds May 2, 2024
cd4e36e
[BugFix] - Remove multiple .envs (#6363)
montezdesousa May 3, 2024
ec7ff94
[BugFix] SEC ETF Holdings - Try Catch for RemoteDisconnect Error (#6359)
deeleeramone May 6, 2024
380891d
[Feature] Improve `OBBject` Registry (#6364)
hjoaquim May 6, 2024
63723f7
[BugFix] Remove `Literal[None,...]` (#6371)
hjoaquim May 7, 2024
d3b9ce6
[BugFix] Set Chart Style Before Output (#6367)
deeleeramone May 7, 2024
5c0b36c
[BugFix] - Fix lowercase symbols (#6342)
IgorWounds May 7, 2024
756eebd
[Feature] Handle repeated non standard arguments (#6366)
hjoaquim May 7, 2024
101990d
Sync main and develop (#6373)
piiq May 7, 2024
e12aac1
[BugFix] - Fix tests for release (#6372)
IgorWounds May 7, 2024
99b0bb5
[Feature] EconDB Main Indicators (#6365)
deeleeramone May 7, 2024
9c0ef12
[BugFix] Ad 'x-' to json_schema_extra in Fields with unit_measurement…
deeleeramone May 8, 2024
1a49dfd
fix pandas warnings (#6375)
deeleeramone May 8, 2024
4d6074d
[BugFix] Fix Currency Search (#6380)
deeleeramone May 9, 2024
f191d16
[BugFix] Update SEC pyproject.toml (#6379)
deeleeramone May 9, 2024
0b9b12d
[Feature] - Redefined standard fields & multiple_items_allowed proper…
montezdesousa May 9, 2024
9bdc0f1
fix fmp (#6383)
deeleeramone May 9, 2024
83476ad
[Feature] Update chart creation so it doesn't break the command execu…
hjoaquim May 9, 2024
5bd4ae0
[Docs] Upgrade Docusaurus to v3 (#6386)
Disorrder May 10, 2024
13a6248
[Feature] Misc improvements on the Platform CLI (#6370)
hjoaquim May 10, 2024
c29200a
fallback to to_df() method when results are a string (#6388)
hjoaquim May 10, 2024
5b74280
[Feature] - Create repo assets directory (#6384)
montezdesousa May 10, 2024
ac3f10a
Security updates (#6387)
piiq May 10, 2024
ac745ad
[Feature] Remove i18n (#6390)
hjoaquim May 10, 2024
0139dbf
[Feature] Update CLI dependencies (#6389)
hjoaquim May 13, 2024
b99655a
[BugFix] - Remove unused old code (#6395)
IgorWounds May 13, 2024
6f9d46d
remove hold command and its references (#6399)
hjoaquim May 13, 2024
1dd8bf3
fix: alias credentials with uppercase (#6400)
montezdesousa May 13, 2024
f47e7ad
Fix Excel Data Slicer page. (#6396)
IgorWounds May 13, 2024
627f7f9
[BugFix] - Remove logos (#6404)
montezdesousa May 13, 2024
4ed5f05
[Feature] CLI README (#6402)
hjoaquim May 13, 2024
10dddfd
[BugFix] - Explicit error message when return type is not an OBBject …
IgorWounds May 13, 2024
922fc54
[BugFix] Fix broken `--sheet-name` argument (#6401)
hjoaquim May 14, 2024
29dfc7b
expose error message on request fail (#6406)
deeleeramone May 14, 2024
2ac1af3
[BugFix] Make `paper_bgcolor` transparent in PyWry backend (#6385)
deeleeramone May 14, 2024
17a7e7d
[BugFix] Econ Calendar (#6392)
deeleeramone May 14, 2024
0eee602
[Feature] Add Forward PE Estimates (#6398)
deeleeramone May 14, 2024
88cdd75
[Feature] Custom Provider choices available on the `reference.json` (…
hjoaquim May 14, 2024
0769378
[BugFix] - Replace python-jose by PyJWT (#6407)
montezdesousa May 14, 2024
c2f5f7a
[Feature] Styling adjustments (#6408)
hjoaquim May 14, 2024
ca09493
add platform imgs (#6410)
hjoaquim May 14, 2024
f87c21e
[Feature] Main README (#6403)
hjoaquim May 14, 2024
a116d9b
[Feature] - OpenBB Platform CLI Unit tests (#6397)
IgorWounds May 14, 2024
8d060dc
[Feature] CLI docs (#6362)
hjoaquim May 14, 2024
05322de
add linux stuff to pre-requisites (#6411)
deeleeramone May 14, 2024
174d7e6
Improve web security (#6405)
piiq May 14, 2024
c61d10d
Update the license of the code in this repo to AGPL (#6415)
piiq May 14, 2024
74652ec
missed unit_measurements (#6416)
deeleeramone May 15, 2024
8399043
[BugFix] - Update GitHub workflows (#6418)
montezdesousa May 15, 2024
cc8263a
[Release] 4.2.0 (#6420)
hjoaquim May 15, 2024
4c4f57f
[BugFix] - `dev_install.py` updates (#6424)
montezdesousa May 16, 2024
e124457
[BugFix] Clear Linting Items (#6423)
deeleeramone May 17, 2024
3df4e05
[BugFix] Do Intrinio News TO-DOs -> Remove workaround because they fi…
deeleeramone May 17, 2024
7efe96c
[Feature] Small CLI docs style improvements (#6429)
hjoaquim May 17, 2024
d903bf8
fmp key metrics (#6428)
deeleeramone May 17, 2024
b33e563
[Feature] OpenBB Platform DevContainer (#6426)
hjoaquim May 17, 2024
b7b5e40
[BugFix] FMP Screener - Convert sector param choices to lower_snake_c…
deeleeramone May 18, 2024
ef311a1
[Feature] Balance Of Payments For FRED (#6431)
deeleeramone May 20, 2024
be75bfe
[Feature] Improve Exception handlers (#6430)
montezdesousa May 20, 2024
c65c4ad
use shlex for spliting the user input (#6436)
hjoaquim May 20, 2024
96ade73
fix: only update credentials on login (#6437)
montezdesousa May 20, 2024
6fd00e7
remove space from literals (#6438)
hjoaquim May 20, 2024
e292237
[Feature] Deprecate `etf.holdings_performance` endpoint (#6441)
hjoaquim May 20, 2024
bffd88f
[Feature] Forward EBITDA (#6433)
deeleeramone May 20, 2024
bf20807
[Feature] Compare Company Facts (SEC) (#6444)
deeleeramone May 21, 2024
9265247
add bs4 to sec pyproject.toml (#6440)
deeleeramone May 21, 2024
1994b34
[BugFix] Bump anyio & sync pre-commit, openbb-devtools and GitHub wor…
montezdesousa May 21, 2024
c4de0a8
Remove xlsx export from CLI's interactive tables (#6439)
piiq May 21, 2024
6a10598
Remove PDF export capabilities (#6442)
piiq May 21, 2024
ce57dfc
fix: add back api.dockerfile (#6449)
montezdesousa May 21, 2024
63b8d60
Update requests and idna to patched versions (#6448)
piiq May 21, 2024
8baf4d7
[Feature] Government Yield Curves + Chart (#6417)
deeleeramone May 21, 2024
8ea07ce
minor updates to examples
hjoaquim May 22, 2024
f91791d
[BugFix] Revamp the usage of list syntax on routines (#6450)
hjoaquim May 22, 2024
92f1d00
Merge branch 'develop' into release/4.2.1
IgorWounds May 22, 2024
7531e1d
fix: move api.dockerfile (#6454)
montezdesousa May 22, 2024
fd50a13
Merge branch 'develop' into release/4.2.1
hjoaquim May 22, 2024
c74f3df
static assets
hjoaquim May 22, 2024
3a8a71d
[Docs] Refactor Docs Pages For Diataxis (#6315)
deeleeramone May 22, 2024
e2f70c6
core
hjoaquim May 22, 2024
3d9bc4f
Merge branch 'develop' into release/4.2.1
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[Docs] Refactor Docs Pages For Diataxis (#6315)
* This change creates a PR

* start moving stuff around

* data_models/_category_.json

* reference/_category_.json

* moving some stuff around

* Introduction

* Documentation updates

* few broken links, clean up sidebar titles for how-to

* codespell

* quickstart - new provider extension

* add a comment

* map provider interface

* quickstart for new router extension

* [Docs] diataxis refactor refactor (#6425)

* Start refactor

* Edits

* [DOCS] Reorganize and edit. Fix sidebar navigation (#6445)

* Reorganize and edit. Fix sidebar navigation

* Fix broken linkages

* Edit

---------

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

* Fix links

---------

Co-authored-by: Theodore Aptekarev <[email protected]>

* Fix broken links

* Reword CLA part in the Licensing FAQ

* change titles and order suggestion - cc @IgorWounds @piiq

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
5 people authored May 22, 2024
commit 3a8a71dd1551d23036d023a8153c7ced207a562c
4 changes: 2 additions & 2 deletions openbb_platform/CONTRIBUTING.md
Original file line number Diff line number Diff line change
@@ -64,7 +64,7 @@ This document provides guidelines for contributing to the OpenBB Platform.
Throughout this document, we will be differentiating between two types of contributors: Developers and Contributors.

1. **Developers**: Those who are building new features or extensions for the OpenBB Platform or leveraging the OpenBB Platform.
2. **Contributors**: Those who contribute to the existing codebase, by opening a [Pull Request](#how-to-create-a-pr) thus giving back to the community.
2. **Contributors**: Those who contribute to the existing codebase, by opening a [Pull Request](#getting_started-create-a-pr) thus giving back to the community.

**Why is this distinction important?**

@@ -676,7 +676,7 @@ When using the OpenBB Platform on a API Interface, the types are a bit more limi

The Contributor Guidelines are intended to be a continuation of the [Developer Guidelines](#developer-guidelines). They are not a replacement, but rather an expansion, focusing specifically on those who seek to directly enhance the OpenBB Platform's codebase. It's crucial for Contributors to be familiar with both sets of guidelines to ensure a harmonious and productive engagement with the OpenBB Platform.

There are many ways to contribute to the OpenBB Platform. You can add a [new data point](#how-to-add-a-new-data-point), add a [new command](#openbb-platform-commands), add a [new visualization](/openbb_platform/extensions/charting/README.md), add a [new extension](#how-to-build-openbb-extensions), fix a bug, improve or create documentation, etc.
There are many ways to contribute to the OpenBB Platform. You can add a [new data point](#getting_started-add-a-new-data-point), add a [new command](#openbb-platform-commands), add a [new visualization](/openbb_platform/extensions/charting/README.md), add a [new extension](#getting_started-build-openbb-extensions), fix a bug, improve or create documentation, etc.

### Expectations for Contributors

Original file line number Diff line number Diff line change
@@ -44,7 +44,7 @@ By default, more than three symbols will draw the chart as cumulative returns fr
The tickers below are a collection of State Street Global Advisors SPDR funds, representing S&P 500 components.
The data is looking back five years.

```
```python
SPDRS = [
"SPY",
"XLE",
@@ -162,4 +162,5 @@ create_bar_chart(
title="S&P Energy Sector YTD Turnover Rate",
)
```

![S&P 500 Energy Sector Turnover Rate](https://github.com/OpenBB-finance/OpenBBTerminal/assets/85772166/4f59eb36-e637-4a54-87ab-e730e43baf8d)
Original file line number Diff line number Diff line change
@@ -339,11 +339,12 @@ The `openbb-charting` extension is equipped with interactive tables, utilizing t
data = obb.equity.price.quote("AAPL,MSFT,GOOGL,META,TSLA,AMZN", provider="yfinance")
data.charting.table()
```

![Interactive Tables](https://github.com/OpenBB-finance/OpenBBTerminal/assets/85772166/77f5f812-b933-4ced-929c-c1e39b2a3eed)

External data can also be supplied, providing an opportunity to filter or apply Pandas operations before display.

```
```python
new_df = df.to_df().T
new_df.index.name="metric"
new_df.columns = new_df.loc["symbol"]
4 changes: 4 additions & 0 deletions website/content/platform/data_models/_category_.json
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
{
"label": "Data Models",
"position": 5
}
4 changes: 4 additions & 0 deletions website/content/platform/developer_guide/_category_.json
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
{
"label": "Developer Guide",
"position": 3
}
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
---
title: Architecture Overview
sidebar_position: 2
sidebar_position: 1
description: This guide provides insights into the architecture and components of the OpenBB Platform. It covers the key classes, import statements, and the TET pattern used in building the Fetcher classes.
keywords:
- OpenBB Platform Architecture
@@ -30,13 +30,13 @@ The OpenBB Platform core relies on a set of carefully selected Python libraries.
- Pandas for data manipulation and analysis.
- Pydantic for data validation and serialization using Python type annotations.
- Requests/AIOHTTP for making HTTP requests.
- Websockets for handling WebSocket connections.
- WebSockets for handling WebSocket connections.

These dependencies are specified in the `pyproject.toml` files.

### Importance Of A Lean Core

Keeping the OpenBB Platform core as lean as possible is crucial for maintaining the platform's performance, ease of use, and flexibility. A lean core means faster installation times, less memory usage, and overall better performance. It also reduces the risk of conflicts between dependencies and makes the platform easier to maintain and update.
Keeping the OpenBB Platform core as lean as possible is crucial for maintaining the its performance, ease of use, and flexibility. A lean core means faster installation times, less memory usage, and overall better performance. It also reduces the risk of conflicts between dependencies and makes the platform easier to maintain and update.

Moreover, a lean core allows for greater flexibility. Users of the platform can add additional functionality through extensions without being burdened by unnecessary core dependencies. This makes the OpenBB Platform adaptable to a wide range of use cases and requirements.

@@ -77,15 +77,67 @@ When using the OpenBB Platform via an API Interface, the types are a bit more co
]
```

## `QueryParams` Class
## QueryParams Class

The QueryParams class is a standardized model for handling query input parameters in the OpenBB platform. It extends the BaseModel from the Pydantic library, which provides runtime data validation and serialization.

The class includes a dictionary, `__alias_dict__`, which can be used to map the original parameter names to aliases. This can be useful when dealing with different data providers that may use different naming conventions for similar parameters.
Below is the [EquityHistorical](https://docs.openbb.co/platform/data_models/EquityHistorical) standard model.

The `__json_schema_extra__` dictionary can be used to define whether multiple items are accepted by a parameter.
```python
"""Equity Historical Price Standard Model."""

from datetime import (
date as dateType,
datetime,
)
from typing import Optional, Union

from dateutil import parser
from pydantic import Field, field_validator

from openbb_core.provider.abstract.data import Data
from openbb_core.provider.abstract.query_params import QueryParams
from openbb_core.provider.utils.descriptions import (
DATA_DESCRIPTIONS,
QUERY_DESCRIPTIONS,
)

class EquityHistoricalQueryParams(QueryParams):
"""Equity Historical Price Query."""

symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
interval: Optional[str] = Field(
default="1d",
description=QUERY_DESCRIPTIONS.get("interval", ""),
)
start_date: Optional[dateType] = Field(
default=None,
description=QUERY_DESCRIPTIONS.get("start_date", ""),
)
end_date: Optional[dateType] = Field(
default=None,
description=QUERY_DESCRIPTIONS.get("end_date", ""),
)

@field_validator("symbol", mode="before", check_fields=False)
@classmethod
def to_upper(cls, v: str) -> str:
"""Convert field to uppercase."""
return v.upper()
```

:::info
Note that not all possible parameters are defined here, and can be further refined in the provider-specific model.

For example, `interval` is defined as a string in the standard model, but is defined again as a `Literal` with explicit choices specific to that source. Here, it would not be possible to define all valid choices in a way that is compatible with all providers.
:::


The class can have a dictionary, `__alias_dict__`, which can be used to map the original parameter names to aliases. This can be useful when dealing with different data providers that may use different naming conventions for similar parameters.

The `__json_schema_extra__` dictionary can be used to define whether multiple items are accepted by a parameter.

``` python
__json_schema_extra__ = {
"symbol": ["multiple_items_allowed"],
"category": ["multiple_items_allowed"],
@@ -98,8 +150,7 @@ The `model_config` attribute is a `ConfigDict` instance that allows extra fields

The `model_dump` method is used to serialize the model into a dictionary. If the `__alias_dict__` is not empty, it will use the aliases defined in it for the keys in the returned dictionary. If the `__alias_dict__` is empty, it will return the original serialized model.


## `Data` Class
## Data Class

The OpenBB Standardized Data Model.

@@ -108,7 +159,9 @@ for OpenBB's data processing pipeline as it's structured to support dynamic fiel

The model leverages Pydantic's powerful validation features to ensure data integrity while
providing the flexibility to handle extra fields that are not explicitly defined in the model's
schema. This makes the `Data` class ideal for working with datasets that may have varying
schema.

This makes the `Data` class ideal for working with datasets that may have varying
structures or come from heterogeneous sources.

Key Features:
@@ -141,7 +194,35 @@ The class is highly extensible and can be subclassed to create more specific mod
particular datasets or domains, while still benefiting from the base functionality provided by the
`Data` class.

## `Fetcher` Class
The `Data` model for the `EquityHistorical` standard model is shown below.

```python
class EquityHistoricalData(Data):
"""Equity Historical Price Data."""

date: Union[dateType, datetime] = Field(
description=DATA_DESCRIPTIONS.get("date", "")
)
open: float = Field(description=DATA_DESCRIPTIONS.get("open", ""))
high: float = Field(description=DATA_DESCRIPTIONS.get("high", ""))
low: float = Field(description=DATA_DESCRIPTIONS.get("low", ""))
close: float = Field(description=DATA_DESCRIPTIONS.get("close", ""))
volume: Optional[Union[float, int]] = Field(
default=None, description=DATA_DESCRIPTIONS.get("volume", "")
)
vwap: Optional[float] = Field(
default=None, description=DATA_DESCRIPTIONS.get("vwap", "")
)

@field_validator("date", mode="before", check_fields=False)
def date_validate(cls, v):
"""Return formatted datetime."""
if ":" in str(v):
return parser.isoparse(str(v))
return parser.parse(str(v)).date()
```

## Fetcher Class

The `Fetcher` class is an abstract base class designed to provide a structured way to fetch data from various providers. It uses generics to allow for flexibility in the types of queries, data, and return values it handles.

@@ -164,7 +245,7 @@ The `Fetcher` class implementation is based on the [TET pattern](/platform/devel

:::

## `OBBject` Class
## OBBject Class

The OBBject class is a generic class in the OpenBB platform that represents a standardized object for handling and manipulating data fetched from various providers. It extends the `Tagged` class and uses Python's generics to allow flexibility in the type of results it can handle.

@@ -174,7 +255,7 @@ The class provides several methods for converting the fetched data into differen

The class also includes a `__repr__` method for a human-readable representation of the object, as well as the familiar Pydantic BaseModel methods like `model_dump()` and `model_json_schema()`.

## `Router` Class
## Router Class

The `Router` class in the OpenBB platform is responsible for managing and routing API requests. It uses the `APIRouter` from the FastAPI library to handle routing.

@@ -272,7 +353,9 @@ AVEquityHistoricalData(date=2023-11-03 00:00:00, open=174.24, high=176.82, low=1

> The `AVEquityHistoricalData` class, is a child class of the `Data` class.

Note how we've indexed to get only the first element of the `results` list (which represents a single row, if we want to think about it as a tabular output). This simply means that we are getting a `List` of `AVEquityHistoricalData` from the `obb.equity.price.historical` command. Or, we can also say that that's equivalent to `List[Data]`!
Note how we've indexed to get only the first element of the `results` list (which represents a single row, if we want to think about it as a tabular output).

This simply means that we are getting a `List` of `AVEquityHistoricalData` from the `obb.equity.price.historical` command. Or, we can also say that that's equivalent to `List[Data]`!

This is very powerful, as we can now apply any data processing command to the `results` list, without worrying about the underlying data structure.

38 changes: 38 additions & 0 deletions website/content/platform/developer_guide/command_coverage.mdx
Original file line number Diff line number Diff line change
@@ -0,0 +1,38 @@
---
title: Command Coverage
sidebar_position: 6
description: This page details the instructions for determining the command coverage provided by the installed extensions.
keywords:
- tutorial
- standardized output
- OBBject
- provider
- results
- warnings
- chart
- extra
- command coverage
---

## Commands and Provider Coverage

The installed commands and data providers are found under, `obb.coverage`.

```python
obb.coverage
```

```console
/coverage

providers
commands
command_model
command_schemas
```

`obb.coverage.providers` is a dictionary of the installed provider extensions, each with its own list of available commands.

`obb.coverage.commands` is a dictionary of commands, each with its own list of available providers for the data.

`obb.coverage.command_model` is a dictionary where the keys are the command paths and the values is a nested dictionary of QueryParams and Data models associated with that function.
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