Upstream #16
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* Use custom parametrize from news menu tests * Update Ultima unit test cassettes
* POC * Filter by provider * pass base_app as parameter * add typing + TODO * fix some typing * Fix unit tests --------- Co-authored-by: Diogo Sousa <[email protected]>
* 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]>
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]>
Co-authored-by: Igor Radovanovic <[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
* Updated the release drafter to process the released changelog for OpenBB Platform * Update release drafter configuration * Add OpenBB Documentation Changes and Create Release * Update process_changelog.py path in draft-release.yml * Update release-drafter version and save changelog * Copy changelog with python * Update draft-release.yml to save Changelog * Update draft-release.yml * Encode and save Changelog to Base64 * Update Changelog saving method * Update Changelog format * Update CHANGELOG.md with release notes * Fix draft release workflow * Add cat command to print CHANGELOG.md * Add platform-drafter.yml and update release-drafter.yml and draft-release.yml * Commented out config-name in release-drafter step * Update branch name validation and process_changelog.py * Refactor process_changelog.py to improve readability and maintainability * Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries --------- Co-authored-by: Igor Radovanovic <[email protected]>
* improve discriminator logic, fix package return type docs * Update registry_map.py * build package * Update registry_map.py * defaults * Update registry_map.py --------- Co-authored-by: Igor Radovanovic <[email protected]>
* Add LLM tools example notebook * Update README, rename example notebook --------- Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
* feat: remove list of str * fix: update cpi * package builder + cpi * build * fix: update unittests * fix: check_item * fix: unittests
Co-authored-by: Igor Radovanovic <[email protected]>
* fix long term interest rate * pylint unused argument
* fix economic calendar country * lint --------- Co-authored-by: Igor Radovanovic <[email protected]>
* sp500 multiples cleanup * remove dict from standard model * static pacakge * pylint
* add fmp current holdings to etf holdings * pylint unused argument --------- Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]>
* feat: replace symbols in /news * fix: integration tests * fix: integration tests api * fix: typo * Update test_intrinio_fetchers.py
* options router * fixedincome router * futures router * missing comma * static assets * futures router --------- Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]>
* options router * fixedincome router * futures router * missing comma * static assets * futures router * sec router * cftc router * black --------- Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]>
* fix fmp * fix intrinio * fix biztoc * actually commit intrinio fix * fix tiingo * unused import * fix tests * black * ruff * benzinga empty strings * codespell * fix test? * more empty strings --------- Co-authored-by: Igor Radovanovic <[email protected]>
* update standard models * lint
* Update USD Liquidity Example Notebook for V4 * delete some v3 text in the copperToGold * Update README.md * findSymbols preview image * Google Colab preview image * financialStatements preview * content tsx file * ### title * convert tsx to json * indent size * double quote keys.json * trailing commas * Update content.json * patch --------- Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: James Maslek <[email protected]>
…hes (#6073) * bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs * Update branch naming guidelines link --------- Co-authored-by: Igor Radovanovic <[email protected]>
* fix circular import issues on the obbject extension framework * settings available on the obbject * extension init * charting assets and code * introduce to_chart functionality * removes the to_chart method from obbject in detriment of the one from the obbject extension * Update openbb_platform/obbject_extensions/charting/charting/__init__.py Co-authored-by: montezdesousa <[email protected]> * fix on the show method * adding the example to the to_chart docstring * copying the exsting README from charting extension - needs to be revamped * moving to openbb_charting instead * update the pyproject.toml file * pydocstyle * versions * better docstrings * making accessors public * removing unnecessary credentials variable cc @montezdesousa * removing access to extra/metadata and use designated private attrs instead * Fixes linting for the logging service (#5992) * lints * typing.Type instead * deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it * tests for the obbject charting extension * removing charting service from command runner * filter functions not implemented in the module * remove charting service tests * removing charting service on the tests for int tests * charting integration tests * removing charting service file * removing old charting extension code * revamp builder * fix obbject tests * fix command_runner tests * removing openbb_figure_table * better website docs * reviewed readme * unsetting api key for posthog (pywry) windows * added debug_mode to the system settings * removing api key * update nightly script * fix tests * black * black * Revert "black" This reverts commit 21d76ad. * Revert "black" This reverts commit 0904653. * black for henrique * returning a list instead * better docstrings * removing unnecessary indicators docstring * typo * black * intentional access to protected member * changes to publish script * filtering deleted files * black * adding render argument * fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named * adding the hability to add you own data to to_chart method * tests * black * disable protected access * accept kwargs to eg. save image * adjustment cc Igor * add if statement for protection * remove unused return typing * fix technical charting views * better error message cc @IgorWounds * better structure and fix test * Revert "better structure and fix test" This reverts commit 612ea61. * Revert "better error message cc @IgorWounds" This reverts commit 3d7ee53. --------- Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Danglewood <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: James Maslek <[email protected]>
* Yeet tokenterminal * Yeet crypto/onchain/hr and gwei * yeet luna * yeet coinglass * yeet dps/ctb * yeet reddit * yeet covid * actually not yeeting hide yfinance future warning * yeet options/hedge * not yeeting. i18n words * something happened on accident * still fixing * git reset/git checkout -f 2516cfb website/content * still not sure whats going on * Edit workflow to not look at deleted files + change bootup message * Dont pin the workflow to my branch always lol * Remove askobb
* feat: balancesheet * feat: income statement * fix: cash flow statement * feat: financial ratios * feat: reported financials * feat: revenue business line * feat: revenue per geography * fix: warnings * Update balance_sheet.py * fix: remove warning imports * feat: balance sheet growth * feat: calendar ipo * feat: cashflow growth * feat: __validators__ * fix: typing * fix: validator msg * feat: trailing dividend_yield * feat: short volume * feat: share statistics * feat: price target + consensus * fix: update validator * feat: historical dividends * feat: key executives * fix: getattr directly * fix: type hint validator * fix: add default to getattr * typo * feat: otc * feat: options chains * fix: remove list validators * feat: add validator dict to fetchers * lint * update standard models * lint * feat: rename validator * fix: ownership * feat: query params description * fix: balance yfinance * key execs, income statement * remove change * fix: revenue geographic * fix: disable pylint * fix: unusual + balance * unit test validator * minor fix * explicit validators * update test * feat: multiple items allowed * rebuild * move check_single_value * crypto historical * order providers * fix typing * rename extra dict * marking multiple items allowed * Revert "marking multiple items allowed" This reverts commit 7da0481. * error msg * fix: default provider runtime vs configuration * minor fix * docstring * revert default changes * get provider before executing cmd * fix container bug * clean filter * add comment * prevent bad defaults * update docstring * typing * fix * black * fix docstring generation * [Feature] - Mark multiple item fetchers (#6074) * feat: price target * bezinga company news * equity quote * marking multiple items allowed * more multiple items * black * rebuild * another batch * rebuild * another * cpi * move prop * rebuild --------- Co-authored-by: hjoaquim <[email protected]> * rename var * update msg * rename func * fix test * mypy * ruff --------- Co-authored-by: hjoaquim <[email protected]>
* add regional data endpoint from FRED * codespell * ruff * sort imports * add provder='fred' to integration test * thought I already sorted those imports.. * pylint.. * more test params.... * even more test params... * even more test params.... * static assets * reconfigure params * ruff * alias dict * recapture cassette * router doctstring --------- Co-authored-by: Igor Radovanovic <[email protected]>
* Fix most integration tests * Lint
* static assets * patch version increase * core update * bumping versions * bump finviz version * bump versions * bump versions on package.extension --------- Co-authored-by: James Maslek <[email protected]>
* Add dates to /quantitative as needed. Run new black * Fix tests * Pycharm is weird sometimes * uncommit * Add default window + error handling + mistake --------- Co-authored-by: Igor Radovanovic <[email protected]>
…6079) * add etf.equity_exposure from FMP * empty data error * recapture cassette * pylint unused argument * Fix router example typo * fix test...? * static file to fix test? * fix test..? * __json_schema_extra__ * black --------- Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: James Maslek <[email protected]>
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Pull Request OpenBB
The OpenBBTerminal
Pull Request for the OpenBBTerminal
Description
How has this been tested?
Please describe the tests that you ran to verify your changes.
Please provide instructions so we can reproduce.
Please also list any relevant details for your test configuration.
Ensure the affected commands still execute in the OpenBB Terminal.
Ensure the Platform (previously named SDK) is working as intended.
Check any related reports.
Checklist
feature/feature-nameorhotfix/hotfix-name.The OpenBB Platform
Pull Request for the OpenBB Platform
Description
How has this been tested?
Please describe the tests that you ran to verify your changes.
Please provide instructions so we can reproduce.
Please also list any relevant details for your test configuration.
Ensure all unit and integration tests pass.
If you modified/added command(s):
If a new provider was introduced or a new fetcher was added to an existing provider:
If a new provider or extension was added:
Checklist
feature/feature-nameorhotfix/hotfix-name.