Fix bugs in the provider models and standard models (#5427)

* added `StockNews` to yfinance * make `symbol` optional in `IncomeStaementData` * added financial statements * intrinio provider package init * added `StockEOD` model * added `ForexPairs` model * added `StockNews` model * added `GlobalNews` model * added Fetchers for models * static files * cleanup * fetch all pages in intrinio * static * refactored `StockQuote` standard model * refactored `StockQuote` fmp model * added `StockQuote` for Intrinio * static files * Adding AV and StockEOD (#5365) * boilerplate for av provider * adding stock eod for av * ruff n black * changing available functions for better ux * docstring * move debug_mode out of system settings (#5366) * move debug_mode out of system settings * Update router.py * update readme with debug mode * dev_mode hub service + openbb_ namespace to Env * update readme * copy env to avoid problems w global state * Linting * rebuild python interface + fix py38 * Add @classproperty to fetcher for nested return types (#5371) * add classproperty to fetcher and cpi.py * type var bound * validate model in registry map * better exception msg * fix fred mypy and add data_type * typo * specific model validation * specific model validation * reformat error msg * better * msg * add black & ruff to core deps * supress linter errors if not debug mode * pylint + regen fixedincome * py38 compat * fix bug getting provider for placeholder cmds + ruff * Revert "fix bug getting provider for placeholder cmds + ruff" This reverts commit 1328c0b. * ruff * avoid bug for placeholder and no provider * expose available providers in provider interface * poetry toml to match ci ruff version * first we ruff and then we black * add back noqa: E501 to docstrings inside package * use singleton for provider interface: same functionality (#5372) * use singleton for provider interface: same functionality * ruff * docstring typo * update readme with tuna reference * move to correct readme * Merge * Some error handling (#5357) * Removed prints (#5367) * Removed prints * FIxed typing * FIxed typing * Fixed typing * Fixed typing * Fixed typing * Fixed typing * Fixed typing * Fix * Reverted stuff * Feature/move package (#5374) * move package to openbb_sdk * avoid test writing files * black * revert toml changes, will do it in another PR * run build in a separate process * change error msg * rename func * change msg * rename func + msg * change param name * update readme * lazy load some deps * Update README.md * modules is better * doc * ruff * pylint * fix autocomplete (#5383) * Core tests (#5375) * makeing the function easier - @montezdesousa pls review this commit * improve update_provider_choices readbility * unncessary classmethod * command runner tests * fixing wrong attribution * some tests for the charting manager * changing fetcher and models to have a shorter name * @the-prax suggestions * fixing references to av * making function a private fild so the user don't access it * unbreaking changes * Improve snake_case generation * adding av to pyproject.toml * stating the function as a private field while keeping validation for function specific fields --------- Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Diogo Sousa <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: Colin Delahunty <[email protected]> * Rename EOD to Historical in code and files (#5395) * rename EOD to Historical in providers * renamed EOD to Historical in sdk/provider * rename _eod to _historical in standard_models * rename _eod to _historical in providers directory * cleanup * rename EOD to Historical in extensions * static * Revert "rename EOD to Historical in extensions" * rename EOD to Historical in relevant extensions * fix spelling in init * static * linting * intrinio y u alone * so sorry intrinio * static * ruff --------- Co-authored-by: hjoaquim <[email protected]> * feature/quandl-provider: Add Quandl provider to SDK-V4 (#5339) * adds futures term structure from cboe * Linting * error handling for empty response * codespell * rename term_structure --> curve * unused imports * Improve import speed for CBOE * add quandl provider * doc strings * black * moves series id definitions to a separate file * black * add pandas dependency * fix pyproject.toml * refactor to load nothing on runtime * black * futures_curve model * fix docstring * static directory file no longer needed * helper for european index constituents * remove abstract request function which gets rid of Numpy import * remove Numpy from dependencies * add Europe class to helpers and European index data * symbol.upper() * add european_index to economy module * add US indices in * adds cboe as provider for major_indices_eod * enforce snake_case for FMP columns * add * fix FMP non-intraday * add european_index_constituents * black * update docstring in economy_router * add cot_search() and makes helper function for querying the Commitment of Traders Reports * refactor quandl * docstring * refactor cboe provider * black * merge feature/openbb-sdk-v4 into branch * add Intrinio options chains * codespell exception * remove manual camelCase conversion in FMP StockEOD and MajorIndicesEOD * fix polygon - MajorIndicesEOD * fix FMP intraday stripping the time * more codespell * put validators back - fmp * enhance yFinance indices * timestamp to str * yahoo index - empty no breaky --------- Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: James Maslek <[email protected]> Co-authored-by: Pratyush Shukla <[email protected]> * hotfix intrinio * better cboe stock_info error handling * fix merge * handling for if ^ in symbol * make alpha_vantage work * fix yfinance intraday - stock historical * fix yfinance major_indices_historical * fix yfinance crypto_historical * fix yfinance forex_historical * fix yfinance crypto and forex * economy router and package rebuild * black * add multi-ticker support for cboe stock_historical * use yf_download for crypto and forex instead of yf(Ticker).history() * potentially allow multiple tickers * feature/sdk v4 bug fixes - Fixing some bugs (#5401) * added `StockNews` to yfinance * make `symbol` optional in `IncomeStaementData` * added financial statements * intrinio provider package init * added `StockEOD` model * added `ForexPairs` model * added `StockNews` model * added `GlobalNews` model * added Fetchers for models * static files * cleanup * fetch all pages in intrinio * static * refactored `StockQuote` standard model * refactored `StockQuote` fmp model * added `StockQuote` for Intrinio * static files * Adding AV and StockEOD (#5365) * boilerplate for av provider * adding stock eod for av * ruff n black * changing available functions for better ux * docstring * move debug_mode out of system settings (#5366) * move debug_mode out of system settings * Update router.py * update readme with debug mode * dev_mode hub service + openbb_ namespace to Env * update readme * copy env to avoid problems w global state * Linting * rebuild python interface + fix py38 * Add @classproperty to fetcher for nested return types (#5371) * add classproperty to fetcher and cpi.py * type var bound * validate model in registry map * better exception msg * fix fred mypy and add data_type * typo * specific model validation * specific model validation * reformat error msg * better * msg * add black & ruff to core deps * supress linter errors if not debug mode * pylint + regen fixedincome * py38 compat * fix bug getting provider for placeholder cmds + ruff * Revert "fix bug getting provider for placeholder cmds + ruff" This reverts commit 1328c0b. * ruff * avoid bug for placeholder and no provider * expose available providers in provider interface * poetry toml to match ci ruff version * first we ruff and then we black * add back noqa: E501 to docstrings inside package * use singleton for provider interface: same functionality (#5372) * use singleton for provider interface: same functionality * ruff * docstring typo * update readme with tuna reference * move to correct readme * Merge * Some error handling (#5357) * Removed prints (#5367) * Removed prints * FIxed typing * FIxed typing * Fixed typing * Fixed typing * Fixed typing * Fixed typing * Fixed typing * Fix * Reverted stuff * Feature/move package (#5374) * move package to openbb_sdk * avoid test writing files * black * revert toml changes, will do it in another PR * run build in a separate process * change error msg * rename func * change msg * rename func + msg * change param name * update readme * lazy load some deps * Update README.md * modules is better * doc * ruff * pylint * fix autocomplete (#5383) * Core tests (#5375) * makeing the function easier - @montezdesousa pls review this commit * improve update_provider_choices readbility * unncessary classmethod * command runner tests * fixing wrong attribution * some tests for the charting manager * changing fetcher and models to have a shorter name * @the-prax suggestions * fixing references to av * making function a private fild so the user don't access it * unbreaking changes * Improve snake_case generation * adding av to pyproject.toml * stating the function as a private field while keeping validation for function specific fields --------- Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Diogo Sousa <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: Colin Delahunty <[email protected]> * Rename EOD to Historical in code and files (#5395) * rename EOD to Historical in providers * renamed EOD to Historical in sdk/provider * rename _eod to _historical in standard_models * rename _eod to _historical in providers directory * cleanup * rename EOD to Historical in extensions * static * Revert "rename EOD to Historical in extensions" * rename EOD to Historical in relevant extensions * fix spelling in init * static * linting * intrinio y u alone * so sorry intrinio * static * ruff --------- Co-authored-by: hjoaquim <[email protected]> * feature/quandl-provider: Add Quandl provider to SDK-V4 (#5339) * adds futures term structure from cboe * Linting * error handling for empty response * codespell * rename term_structure --> curve * unused imports * Improve import speed for CBOE * add quandl provider * doc strings * black * moves series id definitions to a separate file * black * add pandas dependency * fix pyproject.toml * refactor to load nothing on runtime * black * futures_curve model * fix docstring * static directory file no longer needed * helper for european index constituents * remove abstract request function which gets rid of Numpy import * remove Numpy from dependencies * add Europe class to helpers and European index data * symbol.upper() * add european_index to economy module * add US indices in * adds cboe as provider for major_indices_eod * enforce snake_case for FMP columns * add * fix FMP non-intraday * add european_index_constituents * black * update docstring in economy_router * add cot_search() and makes helper function for querying the Commitment of Traders Reports * refactor quandl * docstring * refactor cboe provider * black * merge feature/openbb-sdk-v4 into branch * add Intrinio options chains * codespell exception * remove manual camelCase conversion in FMP StockEOD and MajorIndicesEOD * fix polygon - MajorIndicesEOD * fix FMP intraday stripping the time * more codespell * put validators back - fmp * enhance yFinance indices * timestamp to str * yahoo index - empty no breaky --------- Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: James Maslek <[email protected]> Co-authored-by: Pratyush Shukla <[email protected]> * hotfix intrinio * better cboe stock_info error handling * fix merge * handling for if ^ in symbol * make alpha_vantage work * fix yfinance intraday - stock historical * fix yfinance major_indices_historical * fix yfinance crypto_historical * fix yfinance forex_historical * fix yfinance crypto and forex * economy router and package rebuild * black * add multi-ticker support for cboe stock_historical * use yf_download for crypto and forex instead of yf(Ticker).history() * potentially allow multiple tickers --------- Co-authored-by: Pratyush Shukla <[email protected]> Co-authored-by: hjoaquim <[email protected]> Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Diogo Sousa <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: Colin Delahunty <[email protected]> Co-authored-by: James Maslek <[email protected]> * no reset index on yfinance crypto/forex * added missing index search * `stock_info` removed merge symbols * static * `\%` to `%` in FMP historical models * removed fields * set `period` and `cik` to `Optional` * fix yfinance financial statements * cleaned duplicate code * static * static * fixed yfinance stock news * improved yfinance stock news * cleanup * set `date` field type to `datetime` (again) * add date validator * `BaseSymbol` eliminated * linting * Add Quandl functions to economy router * YFinance Statement Bugs * Fix/provider-bugs-intrinio: fix bad API key response for options symbols (#5419) * fix bad api key response for symbol directory * move model functions into Fetcher class as static methods * make ruff and black play together * description fix * move options tickers and expirations to helpers * vw->vwap * Remove confusing columns in cpi model * `news.globalnews` has `limit` set as standardized param * intrinio stocks historical fetch data robustly * fix too many .reset_index() * ruff * fixed standardization * cleanup * `stocks.news` params standardized * polygon `StockNews` model revamped * intrinio `StockNews` model params standardized * `link` and `final_link` set as `Optional` to fix validation errors * benzinga cleanup * linting * set `type` to `Optional` * removed extra cash_flow file * `FinancialStatementQueryParams` eliminated * Polygon `StockHistorical` returns all results * `PolygonFundamentalQueryParams` eliminated * Added source in doc * `^` needed in symbol for FMP * fix validation error for negative eps values * change to latest v2 params * correct descriptions * removed `stocks.dd` and moved `sec` to `fa` * `obb.news.globalnews` revamped * `stocks.news` revamped * `list` to `List` * adding List instead of list * `options.chains` Intrinio cleanup and standardization * linting * cleanup intrinio * static * bump package versions * fixed date validation errors for yfinance * YFinance updates * Fix FMP tests * Fix Intrinio * Re-record Benzinga * Fix Polygon fetchers and tests * Re-record and fix CBOE * Re-record and fix Quandl * Some FMP fixes and hardcoded tests * fmp stock ownership refactor and fix test * fix fmp treasury rate `transform_query` to pass test * fix fmp dividend calendar `transform_query` to pass test * fix fmp historical models `transform_query` to pass test * Fix Polygon fetchers and tests * Fix Intrinio test and fetcher * Re-record and fix YFinance * Fred * Update test generator * CBOE cleanup * Fix tests (again) * static * fix more tests * fix yfinance tests --------- Co-authored-by: hjoaquim <[email protected]> Co-authored-by: montezdesousa <[email protected]> Co-authored-by: Diogo Sousa <[email protected]> Co-authored-by: Igor Radovanovic <[email protected]> Co-authored-by: Colin Delahunty <[email protected]> Co-authored-by: Danglewood <[email protected]> Co-authored-by: James Maslek <[email protected]>
OpenBB-finance · Sep 19, 2023 · 6ed837d · 6ed837d
1 parent 848edee
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Showing 222 changed files with 34,913 additions and 20,271 deletions.
diff --git a/openbb_sdk/extensions/economy/openbb_economy/economy_router.py b/openbb_sdk/extensions/economy/openbb_economy/economy_router.py
@@ -93,3 +93,58 @@ def risk(
 ) -> OBBject[BaseModel]:
     """Market Risk Premium."""
     return OBBject(results=Query(**locals()).execute())
+
+
+@router.command(model="IndexSearch")
+def index_search(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[BaseModel]:
+    """Search for indices."""
+    return OBBject(results=Query(**locals()).execute())
+
+
+@router.command(model="IndexSnapshots")
+def index_snapshots(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[BaseModel]:
+    """Get current  levels for all indices from a provider."""
+    return OBBject(results=Query(**locals()).execute())
+
+
+@router.command(model="COTSearch")
+def cot_search(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[BaseModel]:
+    """Fuzzy search and list of curated Commitment of Traders Reports series information."""
+    return OBBject(results=Query(**locals()).execute())
+
+
+@router.command(model="COT")
+def cot(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[BaseModel]:
+    """Lookup Commitment of Traders Reports by series ID."""
+    return OBBject(results=Query(**locals()).execute())
+
+
+@router.command(model="SP500Multiples")
+def sp500_multiples(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[BaseModel]:
+    """Historical S&P 500 multiples and Shiller PE ratios."""
+    return OBBject(results=Query(**locals()).execute())
diff --git a/openbb_sdk/extensions/stocks/openbb_stocks/dd/__init__.py b/openbb_sdk/extensions/stocks/openbb_stocks/dd/__init__.py
diff --git a/openbb_sdk/extensions/stocks/openbb_stocks/dd/dd_router.py b/openbb_sdk/extensions/stocks/openbb_stocks/dd/dd_router.py
diff --git a/openbb_sdk/extensions/stocks/openbb_stocks/fa/fa_router.py b/openbb_sdk/extensions/stocks/openbb_stocks/fa/fa_router.py
@@ -279,6 +279,17 @@ def revseg(
     return OBBject(results=Query(**locals()).execute())
 
 
+@router.command(model="SECFilings")
+def sec(
+    cc: CommandContext,
+    provider_choices: ProviderChoices,
+    standard_params: StandardParams,
+    extra_params: ExtraParams,
+) -> OBBject[BaseModel]:
+    """SEC Filings."""
+    return OBBject(results=Query(**locals()).execute())
+
+
 @router.command(model="ShareStatistics")
 def shrs(
     cc: CommandContext,

diff --git a/openbb_sdk/extensions/stocks/openbb_stocks/stocks_router.py b/openbb_sdk/extensions/stocks/openbb_stocks/stocks_router.py
@@ -14,7 +14,6 @@
 from pydantic import BaseModel
 
 from openbb_stocks.ca.ca_router import router as ca_router
-from openbb_stocks.dd.dd_router import router as dd_router
 from openbb_stocks.fa.fa_router import router as fa_router
 from openbb_stocks.options.options_router import router as options_router
 
@@ -27,7 +26,6 @@
 router = Router(prefix="")
 router.include_router(fa_router)
 router.include_router(ca_router)
-router.include_router(dd_router)
 router.include_router(options_router)
 
 # router.include_router(dps_router)

diff --git a/openbb_sdk/extensions/stocks/pyproject.toml b/openbb_sdk/extensions/stocks/pyproject.toml
@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-stocks"
-version = "0.1.0a0"
+version = "0.1.0a1"
 description = "Stocks extension for OpenBB"
 authors = ["OpenBB Team <[email protected]>"]
 readme = "README.md"

diff --git a/openbb_sdk/openbb/package/crypto.py b/openbb_sdk/openbb/package/crypto.py
@@ -67,16 +67,10 @@ def load(
             Whether the data is adjusted. (provider: polygon)
         multiplier : PositiveInt
             Multiplier of the timespan. (provider: polygon)
-        interval : Union[Literal['1m', '2m', '5m', '15m', '30m', '60m', '90m', '1h', '1d', '5d', '1wk', '1mo', '3mo'], None]
+        interval : Literal['1m', '2m', '5m', '15m', '30m', '60m', '90m', '1h', '1d', '5d', '1wk', '1mo', '3mo']
             Data granularity. (provider: yfinance)
-        period : Union[Literal['1d', '5d', '1mo', '3mo', '6mo', '1y', '2y', '5y', '10y', 'ytd', 'max'], None]
+        period : Literal['1d', '5d', '1mo', '3mo', '6mo', '1y', '2y', '5y', '10y', 'ytd', 'max']
             Period of the data to return. (provider: yfinance)
-        prepost : bool
-            Include Pre and Post market data. (provider: yfinance)
-        adjust : bool
-            Adjust all the data automatically. (provider: yfinance)
-        back_adjust : bool
-            Back-adjusted data to mimic true historical prices. (provider: yfinance)
 
         Returns
         -------
@@ -94,7 +88,7 @@ def load(
 
         CryptoHistorical
         ----------------
-        date : Optional[datetime]
+        date : Union[date, datetime]
             The date of the data.
         open : Optional[PositiveFloat]
             The open price of the symbol.
@@ -115,11 +109,11 @@ def load(
         change : Optional[float]
             Change in the price of the symbol from the previous day. (provider: fmp)
         change_percent : Optional[float]
-            Change \\% in the price of the symbol. (provider: fmp)
+            Change % in the price of the symbol. (provider: fmp)
         label : Optional[str]
             Human readable format of the date. (provider: fmp)
         change_over_time : Optional[float]
-            Change \\% in the price of the symbol over a period of time. (provider: fmp)
+            Change % in the price of the symbol over a period of time. (provider: fmp)
         n : Optional[PositiveInt]
             Number of transactions for the symbol in the time period. (provider: polygon)
         """  # noqa: E501