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[Release] 4.3.0 #6572

Merged
merged 656 commits into from
Jul 9, 2024
Merged

[Release] 4.3.0 #6572

merged 656 commits into from
Jul 9, 2024

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montezdesousa
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deeleeramone and others added 30 commits March 16, 2024 14:50
* development index

* refactor development section of documentation

* codespell

* add template zip file

* fixing

* update changed syntax

* dependency thing

* fix sentence

* review edits, add_toolkit_extension

* Add ZIp file

* headtitle

* couple more things

* codespell

* fix sentence

* url fix

* review updates

* forgot one file in the commit

* syntax updates

* json file

* more syntax things

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: James Maslek <[email protected]>
* add streamlit news dashboard example

* black

* ruff

* now black again

* import block?

* ruff puts it back to exactly how it was before

* try running linters again

* noqa it is

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: James Maslek <[email protected]>
* add fred_series charts

* pylint
* add intrinio to equity market snapshots

* field definitions

* map date

* static files

* black

* date check

* test cassette

* pylint

---------

Co-authored-by: Igor Radovanovic <[email protected]>
* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <[email protected]>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <[email protected]>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <[email protected]>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <[email protected]>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <[email protected]>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a24737ed3d1439472bdb4c47aa778bcce8b.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

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

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* 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` (#5877)

* 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 `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

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

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

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

* remove Literal from providers in OBBject (#5882)

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

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* 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]>

* small refactor for simplification (#5886)

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

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

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

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* 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]>

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* 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]>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* 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]>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

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

* feature/financials - PR for working on structure of financial statements. (#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]>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

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

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement 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 (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform 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]>

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker 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

* Docs/excel examples (#5920)

* 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]>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

Co-authored-by: Danglewood <[email protected]>

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

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

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

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

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

Co-authored-by: montezdesousa <[email protected]>

* Update openbb_platform/core/openbb_core/app/router.py

Co-authored-by: montezdesousa <[email protected]>

* Update openbb_platform/core/openbb_core/provider/registry.py

Co-authored-by: montezdesousa <[email protected]>

* adjustments

---------

Co-authored-by: montezdesousa <[email protected]>

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

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

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

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

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <[email protected]>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <[email protected]>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

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

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

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

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <[email protected]>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <[email protected]>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

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

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

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

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <[email protected]>
Co-authored-by: Luqman <[email protected]>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Luqman <[email protected]>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <[email protected]>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

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

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

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

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

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

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

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

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* deprecating on 4.3 instead @the-praxs

---------

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

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

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

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <[email protected]>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87e1b0816733a96ce77fb96e13dcf0e3.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

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

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <[email protected]>
Co-authored-by: teh_coderer <[email protected]>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <[email protected]>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

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

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <[email protected]>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Andrew <[email protected]>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

Co-authored-by: montezdesousa <[email protected]>

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

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

* Final Implementation of Changelog V2 (#6050)

* 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 (#6052)

* 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 (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

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

* Remove the  preference (#6055)

Co-authored-by: montezdesousa <[email protected]>

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

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

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

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

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

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

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* 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]>

* [Enhancement] Add function examples to Regulators Router (#6054)

* 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]>

* [BugFix] Fix World News (#6064)

* 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]>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* 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]>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#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]>

* Feature/charting obbject (#5938)

* 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 21d76ad689087b4ad38cec55667186263363c89f.

* Revert "black"

This reverts commit 0904653fd73518c0d345a82f91f4cb06cfa84cb6.

* 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 612ea6117ce064d5e41f74e72e171646be614408.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878b7742d187e83f7e5d4c27438aa40ef.

---------

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]>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* 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 2516cfbc72d23a7656715314ea94cc34d4c994ee 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

* [Feature]  - Comma separated string and list inputs (#6062)

* 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 7da04817e18b2c9e373ffde9134f3949d11f58dd.

* 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]>

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* 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]>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* 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. (#6078)

* 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]>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#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]>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

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

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <[email protected]>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

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

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

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

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

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

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

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

* …
* feat: warn if wrong kwargs

* fix: remove query test

* fix: add tests and fix bug

---------

Co-authored-by: Igor Radovanovic <[email protected]>
* response callback and equity quote

* merge branch develop

* fix some more

* static files

* test param

* executive comp

* some more fetchers

* test cassette

* black

* another one

* some more

* etf equity exposure

* price_performance

* black

* ruff

* test params

* more test params

---------

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

* if the event loop was closed - create a new one to process the image
* first batch

* another

* another

* another batch unyped defs

* final untyped defs

* update yml

* pylint

* remove unecessary __init__.py files

* Revert "remove unecessary __init__.py files"

This reverts commit 5977ecc.

* fix company_news typing

* rename func

* fix tests

* tests
* update wf file

* Update platform-api-integration-test.yml
…6250)

* fix: ensure var_kw args come last in signatures

* remove package builder change

* Update package_builder.py

* fix: warn only when ExtraParams

* track VAR_KEYWORD

* minor fix

* type Any if no type provided

* minor fix

* fix test

* fix: _as_dict

* ruff

* update reorder_params unit test

* update func default and tests

* typing

* update comment

* update comment

* rename var

* Update command_runner.py

---------

Co-authored-by: Danglewood <[email protected]>
* Delete reference and data_models contents

* Update gitignore
* break out the Usage section in docs pages

* codespell
* fix extra multiple items in extra parameters

* fix: integration test + parametrized typing

* rebuild
* don't skipt charting tests

* multiples does not have a charting implementation

* fix list index out of range

* mypy

* mypy

* mypy ta class + base

* indicators mypy

* sync precommit with ci

* sync ci with precommit

* revert

* revert

* mypy indicators

* fix mypy

* fix hastype

* type ignore

* mypy

* mypy

* mypy

* does this work?

* remove post inits

* this

* this

* and this

---------

Co-authored-by: hjoaquim <[email protected]>
…st (#6265)

* Remove a test for a chart that doesn't exist.

* black
…ptionDate (#6260)

* try different field when missing the inceptionDate

* wrap that in try-except

* pylint
* fixing integration tests

* adding reference to the docstring

* fix: docstring examples test + mypy

* remove spaces

* parse Volume column to float do avoid sorting issues

* rebuild

* release changes

* lock openbb

* remove unused script

* fix broken links

---------

Co-authored-by: Diogo Sousa <[email protected]>
* [Critical] Sync `main` with `develop` (#6202)

* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)

* intrinio equity search

* integration tests

* test

---------

Co-authored-by: James Maslek <[email protected]>

* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)

* yfinance multi-ticker support

* multi-ticker support for market indices

* crypto multi-ticker support

* recapture tests

* yfinance cache and tests

* currency historical multi-ticker support

* style things

* black

* missed a values

---------

Co-authored-by: James Maslek <[email protected]>

* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)

* add treasury prices endpoint to fixed income router

* adds tests

* black

* ruff

* import statements

* standard model imports

* black

* some cleanup

* black

* async router

* make async

* str outpuot

* bytes object not string

* docstring typo

* multi-line f-string

* encoding

* duplicated conditional

* black

---------

Co-authored-by: James Maslek <[email protected]>

* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)

* add ETF holdings from SEC provider

* black

* helper function params

* edge cases

* ruff

* add validator in company filings

* remove xml field

* update import

* cleanup parsing

* missing datetime import in company_filings

* black

* unused import

* add missing py.typed files

* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)

* add nasdaq to equity search

* black

* unused import

* make async

---------

Co-authored-by: James Maslek <[email protected]>

* Excel docs (#5870)

* first test

* remove old reference

* bring this file back

* generate sidebar and write empty mds

* generate index.mdx

* get description from cmd_lib

* fix reference card error

* rename file

* generate markdown

* regen

* add last+hist

* update pages with seo metadata

* format types

* small fix

* css sux

* add usage placeholder

* set hidden by default

* nah

* add cmds and menus to reference

* lint

* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py

* format mds

* remove space

* fix commands heading

* redo folder structure

* add back cmd description

* move card to var

* different main folder

* clean

* move vars

* refer to editor

* rename var

* done

* recreate folder structure

* add section: syntax + minor adjustments

* remove return type

* remove return type

* rename api to library

* minor fix

* remove api folder

* remove api folder

* formatting

* improve basics

* basics

* fetch functions.json from website

* complete basic

* change syntax to use semi-colon

* basics

* basics

* remove space in sig

* remove sections

* add metadata

* Update formula builder

* add tabs

* Update index.md

* complete basics and formula_builder

* Update index.md

* add windows screenshots

* restructure folders

* regenerate with latest add-in version

* move Excel sidebar

* rename function and add comment

* now it's working

* logic

* rename folder

* Update formula_builder.md

* fix

* hide excel for now

* some explicit typing

---------

Co-authored-by: tehcoderer <[email protected]>

* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)

* init

* Update helpers.py

* filter URL on raise

* polygon, fmp done, update cassettes

* updates

* cleanup

* revert tests for now

* Update discovery_filings.py

* Update helpers.py

* add `async` overload to `Fetcher.extract_data`

* update merged fred models

* tests, improve fred series

* Update insider_trading.py

* insider

* tests

* intrinio

* Update equity_historical.py

* implement abstract async extract on Fetcher, with simple switch

* cleanup

* Update helpers.py

* Update helpers.py

* fix fmp historical deprecated urls

* Revert "fix fmp historical deprecated urls"

This reverts commit 1a760a24737ed3d1439472bdb4c47aa778bcce8b.

* fix fmp `index.market` 1day url missing query params

* Update test_fmp_market_indices_fetcher.yaml

* field fixes

* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`

* `async_requests` -> `amake_requests`

* Update company_news.py

* add sort to index `integration` params

* add `client.py` tests

* Update equity_search.py

* Add lost v in platform api version string

* Resolve linter errors here and there

---------

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

* Allow this to be run in parallel (#5872)

* Limit mypy v3 linting to only the diff of the PR (#5878)

* Use custom parametrize from news menu tests (#5873)

* Use custom parametrize from news menu tests

* Update Ultima unit test cassettes

* Command Schema  (#5874)

* 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` (#5877)

* 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 `obb.fixedincome.corporate.hqm()` output (#5876)

* changes to the hqm output

* typo

---------

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

* Refactor method in RegistryMap (#5879)

* refactor extract_info

* add comment

---------

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

* remove Literal from providers in OBBject (#5882)

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

* Fix version (#5883)

* Fix version

* Fix linter on terminal

* Refactor package builder (#5880)

* 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]>

* small refactor for simplification (#5886)

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

* Fix bug. Add router test. (#5888)

* Fix bug. Add router test.

* Simplify

* separate pylint between platform + terminal (#5892)

* separate pylint b/w platform + terminal

* Explicitly set pylint check scope to files in the diff

---------

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

* sync descriptions (#5893)

* Add REST API docs page with advanced settings configuration (#5890)

* 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]>

* fix a v3 syntax example (#5891)

* Adds federal reserve data points (#5885)

* 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]>

* Check if outdated (#5898)

* Add econometrics API tests (#5899)

* Docs/excel update (#5889)

* update xl docs

* update syntax line

* update again

* Fix pylint scope (#5895)

* 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]>

* fix `from openbb import obb` asyncio lock in python REPL (#5896)

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

* feature/financials - PR for working on structure of financial statements. (#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]>

* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)

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

* pip install openbb-nightly

* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement 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 (#5916)

* Fix test

* Skip ultima integration tests

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)

* replace zeros with none and normalize percents

* pylint unused argument

* Update index.md (#5906)

* Release/4.1.0 (#5901)

* Hotfix/terminal tests (#5919)

* skip supressed arguments

* silent way of customly load on quote

* specify source for call_load

* docs/platform-faq: Start Platform FAQ page with bullet points on Platform 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]>

* hotfix/backend - Initialize OpenBBFigure (#5912)

* create backend

* openbb_figure

* black

* pylint

* pylint again

---------

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

* hotfix/yf-futures-historical: yfinance historical futures multi-ticker 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

* Docs/excel examples (#5920)

* 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]>

* Re-record tests and fix symbol bug (#5924)

* Re-record tests and fix symbol bug

* nordvpn us ftw

* @IgorWounds says "SPY >> IOO"

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Docs/bug fix (#5926)

* fix pro link

* fix wrong example

* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)

* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint

* add default args to test

* Add json_schema_extra to openapi.json (#5930)

Co-authored-by: Danglewood <[email protected]>

* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)

* standardize EquityQuote

* intrinio reference

* rogue comma

* pylint

---------

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

* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)

* add fiscal_period to revenue by geography and business line

* data description and unused imports

* update test cassette

* Allow multiple symbols `equity.profile` (#5929)

* allow multiple symbols

* pylint

* pylint ignore position

* change callback to helper func

---------

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

* Add filtering to AV historical price (#5928)

* add filtering to av historical price

* lints

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Fix vwap FMP error (#5936)

* Fix vwap FMP error

* Linting

* Painlint

* Add date filter + symbols to comp (#5931)

* add date filter + symbols to comp

* make sure year is in d

* tests fix

* Improving Platform's import time (#5894)

* missing decorator

* missing optional statements

* us-gov to optional and right position

* removing redundant call

* lazy load mappings

* docstrings

* introducing the extension loader class

* misleading docstring

* using the extension loader on the router

* using the extension loader on the credentials

* docstrings

* lazy load of entry points

* checkout dev_install

* using the extension loader to get the entry points instead of recalling the function

* improved auth service and charting service

* using the extension loader on the registry

* typos

* adding properties to extension loader for easy access

* using the extension loader on the package builder

* avoiding circular imports by using forward references

* fix charting service tests

* test for the extension loader

* Update openbb_platform/core/openbb_core/app/model/credentials.py

Co-authored-by: montezdesousa <[email protected]>

* Update openbb_platform/core/openbb_core/app/router.py

Co-authored-by: montezdesousa <[email protected]>

* Update openbb_platform/core/openbb_core/provider/registry.py

Co-authored-by: montezdesousa <[email protected]>

* adjustments

---------

Co-authored-by: montezdesousa <[email protected]>

* Disable auto_build on test run (#5937)

* Disable auto_build on test run

* Move to conftest

* Update excel docs (#5940)

* update basics

* update reference generator

* Categorize release notes based on labels for OpenBB Platform (#5943)

* Categorize release notes based on labels for OpenBB Platform

* Add environment variable for GitHub token in labels-PR.yml

* Update labeler.yml to use "enhancement" label for feature branches

---------

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

* Custom deprecation message in API endpoints and Python commands (#5942)

* add custom deprecation message feature in routers

* add custom deprecation message feature in package builder

* using an actual DeprecationWarning instead

* fix tests

---------

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

* Hotfix/remove unused workflow (#5945)

* Disable auto_build on test run

* Remove unused workflow

* Revert

* Hotfix/fix typo (#5948)

* Disable auto_build on test run

* Fix typo

* Revert

* docs/data-models-url: Fix URLs on Development Page (#5944)

* fix url to the standard models

* github links

* `equity.fundamental.dividends`: allow filter by date (#5932)

* allow filter by date

* ruff

* pylint

* fix tests

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Create Excel templates page (#5947)

* create templates page

* Update index.mdx

* fix description

* update card

* remove clsx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* Update index.mdx

* min height

* min height

* improve excel docs and point towards hub

---------

Co-authored-by: DidierRLopes <[email protected]>

* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)

* fix limit param

* pylint unused argument, recapture test cassette

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Docs/remove core refs (#5957)

* remove references to core: PathHandler + ProviderInterface

* remove unused function

* add comment

* regenerate

* fix a few examples

* add comment

* rename file

* Excel tutorials on the docs (#5956)

* update workflows name to tutorial

* update title

* get barebones to bring in Excel videos

* tutorial excel videos in

* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)

* convert intrinio balance sheet values to float type

* unused import

* typo in alias dict

* Update to OpenBB Add-in for Excel (#5965)

* Log custom headers (#5966)

* add custom headers

* fix: send on startup and defaults

* pylint

* unittests

* move government-us to community in dev_install (#5963)

* fix: adds logic to check whther user is logged in on hub (#5941)

Co-authored-by: Luqman <[email protected]>

* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)

* Fixes too many mandatory fields.

* black

* black again

---------

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

* `equity.estimates.price_target` - Integrate with Benzinga (#5946)

* deprecation message

* fix lints

* adding equity.estimates.ratings and fmp as its provider

* unit tests for fmp

* removing unused file

* typos

* add benzinga to AnalystRatings

* revert changes to estimates router

* moving it to price target instead

* reverting changes

* fmp support for multiple ticker

* benzinga price target

* ruffy

* unused argument

* fix type hints

* tests for the new fetcher

* new integration tests

* fixing tests

* missing std arg

---------

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

* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)

* deprecate index.market and add index.price.historical

* add index.historical standard model

* add index.historical provider models

* index extension tests

* provider tests

* linting

* bug fix (#5969)

* Uppercase excel reference (#5958)

* uppercase reference

* fix name header

* add tab title

* remove reference excel folder

* add to gitignore excel reference files

---------

Co-authored-by: DidierRLopes <[email protected]>

* move templates (#5970)

* Release 4.1.1. (#5964)

* update dev_install

* fix effr test

* Update dev_install.py

* fix fundamental balance test

* fix equity price historical test

* fix price target model

* black

* rebuild static files

* update publish.md

* fixed dev_install

* update publishing doc

* updated `openbb-core` to 1.1.1

* updated extensions

* updated providers

* updated `openbb` package

* updated static extension map

* updated publishing doc

* fixed toml for `openbb-finra`

* @jmaslek yfinance IS DEFAULT

* updated static

---------

Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: hjoaquim <[email protected]>

* Fix link to discord channel (#5910)

Co-authored-by: James Maslek <[email protected]>

* Fixing Posthog handler for thread safety (#5968)

* fixing posthog handler for thread safety

* removing loggging init from the global scope - per sensei juan

---------

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

* Update labeler.yml and labels-PR.yml (#5974)

* hotfix/ allow multiple `identify` calls (#5976)

* allow multiple `identify` calls

* Update posthog_handler.py

* regex out any invisible control character from sales_conditions field (#5977)

* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)

* contributor guide for http requests

* add a docstring

* add section on get_querystring

* extra space

* add note for people installing PyPI in a zsh terminal shell

---------

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

* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* remove yfinance from extras in toml (#5982)

* Release OpenBB Platform v`4.1.3` (#5983)

* fixing pyproject.toml

* adding pandas-ta to technical package for publishing

* bumping technical

* test for pyproject toml

* feature/cboe-async: Refactor Cboe for Async (#5900)

* refactor cboe for async

* codespell

* unused imports

* pylint

* more pylint

* platform metadata

* classmethod decorator

* test params

* intrinio quote

* test param names

* date in test needs to be a datetime.date not string

* make fmp unix timestamp tz-aware and normalize percent change

* different way of parsing datetime string

* recapture cboe equity historical test

* unused import

* index snapshot update

* black

* extension map

* pylint

* cboe pyproject.toml

* proposal to standardize equity_quote

* one more file

* removing changes on static assets

* index_historical

* index_historical again

* last_time -> last_timestamp

* obsolete router path

* fix tests

* test param

* restore market index deprecation that I forgot about

* fixing tests

---------

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

* Fix typo in  website/README.md (#5980)

* Fix typo in  website/README.md

* Update linting.yml

* Update linting.yml

* Update linting.yml

* Change ref conditions

* Update linting.yml

---------

Co-authored-by: Luqman <[email protected]>
Co-authored-by: Luqman <[email protected]>

* Hotfix/th etfs (#5959)

* added etf trading hours

* black formatter

---------

Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Luqman <[email protected]>

* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)

* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>

* Add support for multiple symbols on `obb.equity.price.historical` (#5984)

* av - support for multiple symbols

* tiingo - support for multiple symbols

* include symbol only if necessary

* update extension descriptions page (#5985)

* remove useless file (#5991)

* added symbol to headers (#5981)

Co-authored-by: Pratyush Shukla <[email protected]>

* Fixing Docs Typos (#5955)

* fixed typo

* fixed stocka typo

---------

Co-authored-by: Danglewood <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>

* fix nasdaq test cassettes (#5989)

* don't include `custom_headers` in openapi schema (#5994)

* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)

* drop None rows from intrinio historical indexes

* add empty data error

* static assets

* hotfix/insider-trading: Fix #5988 (#5990)

* fix validation errors

* empty strings

* validator

---------

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

* CI listing quick fix (#6002)

* BIGGGG LINTING

* fixing lints

* fixing lints

* black

* very ruff

* no export

* fix hedge_view again

* lints

* platform lints

* lints

* black

* black it @hjoaquim

* fix some more linting

---------

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

* Release `openbb-finviz` `1.0.0` to the public (#6000)

* set version to `1.0.0`

* Set correct dep version in main package

* Add `finviz` to table

* Auto Labelling for OpenBB Excel Docs Changes (#5998)

* Update pull request labels

* Update labeler.yml with new label for Excel files

---------

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

* [Feature] - Support for custom examples in router commands (#5993)

* Disable auto_build on test run

* Add support for custom router examples

* Revert odd file change

* Fix API pollution

* Refactor examples with @montezdesousa

* Check if model is inside the PI

* Fix

* feat: add & fix examples (#6001)

* feat: add & fix examples

* fix: ruff + comment

* feat: read parameter pool from file

* feat: typing + unit test

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint and revert

* fix test

---------

Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>

* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)

* fix compare between str and datetime

* unused argument

* get_weekday

* lint

---------

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

* [Feature] - Field order added to the OBBject extra as preference (#5999)

* Disable auto_build on test run

* Add field order to OBBject

* Improvements

* Remove noxfile

* Disable auto_build on test run

* Add field order to OBBject

* Revert

* lint

* Add docs

* Not sure how this happened

* lint

* Update `openbb-devtools` (#6008)

* update deps

* unpinned package versions from gh linting action

* codespell

* updated black dependency

* linting

* linting

* linting

* pin codespell version

* black

* black again

* install devtools in linting action

* format w new black (#6009)

* format w new black

* format w new black

* black again

* black the terminal

* ignoring unused arguments

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* remove reviewpad (#6010)

* Remove Ultima provider (#6012)

* Add OECD unemployment (+more) + data cache idea (#5917)

* Add OECD unemployment + data cache idea

* Docstring edits

* Tests

* Add composite leading indicator

* i truested ruff --fix too much

* Add short + long term interest rates

* pylint

* pylint2

* was not committing.  my b

* add csv cache + make it default.  remove pyarrow from poetry

* Clean up

* Didnt run on this file.  My bad

* Why was this ignored /shrug

* pylint

---------

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

* Feature/improved pr template (#6018)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* better pr templates

* developer template

* [Feature] - Custom deprecation (#6005)

* custom deprecation

* custom deprecation

* using the new deprecation

* custom deprecation on the package builder

* remove comment

* ruff

* black

* static assets

* tests

* using parametrization instead

* test for deprecated endpoints (#6014)

* Deprecation warning on the reference docs (#6015)

* typo/fix

* bring back methods needed for markdown generation

* add deprecation warning to docs

* contributor docs for deprecating endpoints - tks @deeleeramone

* small changes on publishing procedure per @the-praxs

* moving the deprecation summary class to deprecation file instead

* explanation on class variables

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update openbb_platform/openbb/package/index.py

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md

Co-authored-by: Pratyush Shukla <[email protected]>

* deprecating on 4.3 instead @the-praxs

---------

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

* [BugFix] Fix package builder (#6022)

* fix: remove specific imports

* adjustments for correct deprecation

* static assets

---------

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

* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)

* historical attributes standard model -
* add support multiple tags
* add `tag` field in data

* add support for multiple tags in historical attributes

* set correct return type in `callback` function

* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data

* add support for multiple tags in latest attributes

* add test params for the attributes endpoints

* add support for multiple `symbol` and add `symbol` field in the data

* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone

* add params for testing multiple symbols

* linting

* fix test params

* fixed condition to check if its a `Dict` type

* updated intrinio fetcher tests for the statements

* updated static

* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)

* fmp overview to equity profile

* deprecation warning

* urls

* wrangle fields

* black

* pylint unused argument

* insert additional securityID fields to standard model

* custom deprecation using OpenBBDeprecationWarning

* typo - need to have the deprecated=True flag

* static assets

* fix non related test

* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone

---------

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

* [BugFix] - Remove duplicate code (#6025)

Co-authored-by: Pratyush Shukla <[email protected]>

* remove `SectorNews` from router and standard models (#6026)

* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)

* equity profile for yFinance

* pylint

* equity quote

* unused imports

* price target consensus

* add currency field

* add share_statistics

* don't append empty result to results

* key executives

* missing definition in key_executives

* pylint

* key metrics

* add currency to key metrics

* add etf_info

* rename trailing_annual_dividend -> dividend_rate_ttm

* add institutions count to share_statistics

* add historical dividends

* add logic for start-end dates to historical_dividends

* recapture the test..?

* funny test

* filter on tests?

* record test with clean cache..?

* year_price_change -> price_return_1y in key_metrics

* black

* make descriptions clear for beta and dividend_yield fields

* add description field to standard model

* updated static

* clear description of shares_implied_outstanding field

* updated static for equity

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)

* add commodity extension and add lbma fixing endpoint

* dev_install.py

* readme url

* renovate the standard model

* makes a query_params model for nasdaq data link

* literal not optional

* unused imports

* missing test params

* test cassette

* DataLink query param description

* test file import

* actually fix import

* from openbb_core.provider.....

* ruff

* another import statement

* black

* async router

* move query_params

* update version

* version numbers

* extension_map

* satisfy pylint?

* pylint

* Update pyproject.toml

* black

* poetry lock

* Update extension_map.json

* Update __extensions__.py

* Update module_map.json

* clean descriptions

---------

Co-authored-by: Pratyush Shukla <[email protected]>

* Improve UX for `obb.news` (#5986)

* adding date,start_date and end_date to std params

* add date to special params which should've another type

* change types to dateType

* change helper to accomadate changes in types

* date filtering

* using the date filtering for all providers

* date params on the std model instead

* adding the right type

* filtering dates on world news

* integration tests

* fix descriptions

* static assets

* black

* Revert "black"

This reverts commit 7288b59f87e1b0816733a96ce77fb96e13dcf0e3.

* lint

* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing

* tests accordingly

* static assets

* black

---------

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

* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* fix tests

* keep the skip

* fix test

* [Feature] - Refactor Response Model (#6024)

* Start refactor with @montezdesousa

* feat: add response model inside openapi_extra

* feat: find+replace return types

* fix: ruff

* Feature/api response by provider (#6029)

* init

* Update router.py

* Update registry_map.py

* check dicts

* lint

* exclude provider on data model for package build

* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`

---------

Co-authored-by: Diogo Sousa <[email protected]>
Co-authored-by: teh_coderer <[email protected]>

* [BugFix] - Improve Standardization - `CotSearch` (#6031)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* keep the skip

* fix test

* adding missing param

* fix tests accordingly

* Docs/byod (#5996)

* add byod to reference

* fix: rename add-in name

* feat: add data conectors page

* fix: additional notes

* tiny tweaks

* update functions.json and openapi.json

* fix: fix bug in hedge controller

* fix: another bug hedgecontroller

* black

---------

Co-authored-by: DidierRLopes <[email protected]>

* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)

* date -> ex_dividend_date

* nasdaq historical dividends

* black

* pylint

* intrinio alias_dict

* dividend_currency -> currency

* yfinance field name

---------

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

* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)

* fix: remove specific imports

* make polygon historical tz-aware

* undo including that commit

* that PR wasn't supposed to be there.

* pylint unused argument

* fix polygon crypto historical intervals

* pylint

* new cassette

* fix the rest of the polygon historical price query params

* black

* pylint..

* integration test param

* appease daylight savings handling

* paginate for crypto currency and index

* black

* raise EmptyDataError when no results instead of returning an empty list

* ruff

---------

Co-authored-by: Diogo Sousa <[email protected]>

* Hotfix/wrong pydantic validator (#6037)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* Use field_validator instead

* fix openapi schema fields `to_snake` (#6036)

* Fix data connectors link typo (#6038)

* [BugFix] - Improve Standardization - `EquitySearch` (#6033)

* format w new black

* Revert "format w new black"

This reverts commit 74b9619cc6b565f85aef1e89fc01900b86c8b991.

* small adjustment on the test

* index historical

* adjust tests accordingly

* keep the test skipped

* match tests w python

* use cache as std field

* fix tests

* fix tests

* use_cache as std

* adjust tests

* keep the skip

* re-record test

* black

* Docs / only display results for current platform (#6017)

* Update index.js

* Update index.js

* yfinance

* tzcache no longer exists

* fixxy

* ruff

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Andrew <[email protected]>

* Improve the docstrings (#6040)

* Improve the docstrings (#6041)

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

* dont run base tests with v4 label (#6046)

* Sync excel reference (#6039)

* sync excel reference

* fix: change delimiter to comma

* feat: update data connectors

* test skipping wf

* Update unit-test.yml

* Update unit-test.yml

* test skipping wf

* watch label changes

* Update unit-test.yml

* [Enhancement] - Improve `news` router docs and examples (#6047)

* better docs

* static assets

* Feature/platform standardization notebook (#6049)

* Add platform standardization overview notebook to examples

* Add py.typed marker to openbb-fred

* [Enhancement] - Improve `currency` router docs and examples (#6045)

* currency search

* reference rates

* historical price

* static assets

---------

Co-authored-by: montezdesousa <[email protected]>

* display warnings based on preference (#6051)

* [Enhancement] - Improve `crypto` router docs and examples (#6048)

* crypto search add validation for '-'-separated pairs

* set default query value to None

* improve /crypto description with custom examples

* improve /crypto/price/historical description with custom examples

* updated static for crypto menu

* ignore line too long

* linting

---------

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

* Final Implementation of Changelog V2 (#6050)

* 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 (#6052)

* 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 (#6053)

* Add LLM tools example notebook

* Update README, rename example notebook

---------

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

* Remove the  preference (#6055)

Co-authored-by: montezdesousa <[email protected]>

* [Feature] - Standardise multiple symbols input (#6056)

* feat: remove list of str

* fix: update cpi

* package builder + cpi

* build

* fix: update unittests

* fix: check_item

* fix: unittests

* Improve the docstrings (#6057)

* update economy router docstrings (#6058)

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

* [BugFix] Fix OECD Long Term Interest Rate (#6060)

* fix long term interest rate

* pylint unused argument

* [Bugfix] - Fix economic calendar country (#6059)

* fix economic calendar country

* lint

---------

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

* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)

* sp500 multiples cleanup

* remove dict from standard model

* static pacakge

* pylint

* [Feature] FMP Current Holdings (#6043)

* add fmp current holdings to etf holdings

* pylint unused argument

---------

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

* [Feature] - Replace symbols in company/news (#6061)

* feat: replace symbols in /news

* fix: integration tests

* fix: integration tests api

* fix: typo

* Update test_intrinio_fetchers.py

* [Enhancement] Add function examples to router. (#6042)

* 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]>

* [Enhancement] Add function examples to Regulators Router (#6054)

* 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]>

* [BugFix] Fix World News (#6064)

* 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]>

* [Feature] - remove unused validators from standard models (#6067)

* update standard models

* lint

* Update USD Liquidity Example Notebook for V4 (#5902)

* 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]>

* Fix QA Examples (#6072)

* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#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]>

* Feature/charting obbject (#5938)

* 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 21d76ad689087b4ad38cec55667186263363c89f.

* Revert "black"

This reverts commit 0904653fd73518c0d345a82f91f4cb06cfa84cb6.

* 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 612ea6117ce064d5e41f74e72e171646be614408.

* Revert "better error message cc @IgorWounds"

This reverts commit 3d7ee53878b7742d187e83f7e5d4c27438aa40ef.

---------

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]>

* Fix CAPM example (#6075)

* Start removing dead v3 commands for deprecation (#6070)

* 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 2516cfbc72d23a7656715314ea94cc34d4c994ee 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

* [Feature]  - Comma separated string and list inputs (#6062)

* 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 7da04817e18b2c9e373ffde9134f3949d11f58dd.

* 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]>

* [Feature] Add Regional Data Endpoint from FRED (#6071)

* 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]>

* [BugFix] - Fix most integration tests (#6082)

* Fix most integration tests

* Lint

* Fix price_target column for Benzinga (#6083)

* Release/4.1.4 (#6081)

* 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. (#6078)

* 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]>

* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#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]>

* [BugFix] Fix Equity Integration Tests (#6086)

* fix equity integration tests

* black

* pylint

* black

* black

* move df_apply to helpers

* unused import

* remove file that shouldn't have been added

* oops. didn't remove a couple lines

* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)

* standardize price_target

* add analyst search

* black

* more black

* ruff

* linter, test parmas

* last missing param

* get rid of convert to upper

* ruff

* pylint

* [BugFix] - Fix POST docstring examples (#6095)

* Fix POST docstring examples.

* Move router examples to command decorator

* [BugFix] Fix `treasury_rates()` (#6092)

* fix treasury_rates

* drop rows with no data

---------

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

* clean up the remains from my yeeting (#6089)

* clean up the remains from my yeeting

* was not careful

* Add ETF examples (#6102)

Co-authored-by: Pratyush Shukla <[email protected]>

* [BugFix] Fix integration tests (#6100)

* fix int tests

* fix obbject int tests

* fix quant tests

* fix index tests

* use python 3.10 instead

* remove cache

* end_date < start_date

* [Enhancement]: Add TMX data provider extension. (#5913)

* dev install

* add TMX provider extension

* normalize ytm and coupopn_rate values

* black

* codespell

* ruff

* black again

* pylint

* ftw

* undo what Pylint thinks is best

* more black

* renovate insider_trading standard model

* fix tests

* typo

* tests

* empty string

* pylint unused argument

* nans for some reason

* black

* static files

* static files with openbb-tmx installed this time

* yfinance TypeError..?

* NA -> N/A

* update for version bump

* list exchange-calendars as tmx dependency

* eod chains date -> eod_date

* new line

* not that file

* more black

* one more black

* fix weird merge thing

* ruff

* index constituents params

* insider trading

* fixing things

* black

* black AGAIN

* news integration params

* the other missing param

* ruff

* historical dividends field update

* add json_schema_extra

* gainers

* symbols -> symbol

* company news symbol

* unit test param

* review items

* wrangle a rogue field

* index router example

* company news thing - symbols -> symbol

* field name map

---------

Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: James Maslek <[email protected]>

* [Feature] - OBB.GET (#6097)

* create OBB.GET and data slicer page

* remove quotes

* format description

* wording

* functions.json

* sidebar position

* remove if stamente

* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)

* remove reference to to_chart in OBBject.

* put chart description back in OBBject properties

* [Feature] - Create openbb assets folder (#6101)

* create openbb assets folder

* fix unittest

* rebuild

---------

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

* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)

* allow mixed utc offset in a tz-aware date column

* enforce ascending from all providers for price.historical

* fix tests

* add comments and apply treatment to basemodel_from_df before JSON output

* yfinance consistency

* add unit test

* add unit test

* better test

* ruff

---------

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

* Update the quantitative extension to make more sense (#6087)

* Split out a rolling submenu for the rolling functions

* Make a performance and a stats submenu.

* Test the statistics functions

* lint

* lint

* dupe test

* pylint

* ruff

* Try tests quick

* black magic signature funcs

* fix my custom tests

* Fix the existing imports/urls

* push the api update

* okay I figured out whats going on

* this should be all  of them

* Correct docstringing examples

---------

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

* [BugFix] Fix ECB Yield Curve (#6108)

* fix ecb yield curve

* standard model update

* Update unit-test workflow to check for changes to openbb_platform (#6109)

* [Bug fix] - Fix package mypy (#6110)

* fix: package mypy

* types

* black

* [Feature] - Equity router descriptions & examples (#6103)

* feat: equity/calendar

* feat: compare router

* fix descriptions

* darkpool + discovery

* fix paragraph issues

* fix descriptions

* fundamental part 1

* fundamental part2

* transcipts

* ownership

* fix

* price

* shorts

* Update darkpool_router.py

* minor fix

* shorts examples

* examples

* ruff

* black

---------

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

* [Feature] - Add `exception_h…
* Auto-build test

* Mark
* typo on qa readme

* typo on qa readme

---------

Co-authored-by: Igor Radovanovic <[email protected]>
deeleeramone and others added 19 commits July 4, 2024 09:39
…kg_resources'` (#6563)

* fix pkg_resources not in Python 3.9

* black
…rs (#6561)

* fix provider interface body assignment for Dict-like parameters.

* 3.9 safe

---------

Co-authored-by: Igor Radovanovic <[email protected]>
* fixing charting tests

* lint
* remove ultima + althub

* move twitter keys

* Extract provider from kwargs and add to logs

* pydocstyle

* update test

* fix tests

---------

Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
* show warnings

* better error msg

* mypy ignore

---------

Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: James Maslek <[email protected]>
* round 1

* black

* more black

* providers a-thru-fmp

* charting settings

* charting backend

* black

* charting_settings

* missing nasdaq import

* nasdaq mypy

* fed money measure

* some linting

* black

* more linting

* more linting

* charting imports

* black

* pylint

* refactor fred

* more linting

* rest of the providers

* didn't want that file

* more cleanup

* missed

* ta_helpers

* router views

* chart ta_class

* forgot a file

* forgot another file

* biztoc

* package builder

* technical router

* fred params

* bump finviz

* fix tmx

* more cleanup

* try again

* currency historical

* equity search

* missed files in commit

* fix some tests

* black

* fix more test cassettes

* more patchy

* black

* linters

* more tests

* black

* mypy

* delete unused model

* more linting

* forgot files

* more linting

* make up your mind, black, and stop moving pylint for me

* more black

* back to where we were before black destroyed it

* ..........

* ..................

* unused fetcher test

* remove standard model validator

* commodity router

* treasury prices

* oecd tests

* finra

* container cleanup

* black

* forgotten file

* linter

* remove wrapped ""

* fix merge

* patches

* ecb test

* finra cassette

* finviz cassettes

* nasdaq cassettes

* oecd cassettes

* yfinance cassettes

* more test cassettes

* black

* merge cleanup

* cboe helpers

* black

* fix typo

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
@montezdesousa montezdesousa changed the title Release/4.3.0 [Release] 4.3.0 Jul 9, 2024
@montezdesousa montezdesousa marked this pull request as ready for review July 9, 2024 19:22
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Looks good from my house.

@montezdesousa
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montezdesousa commented Jul 9, 2024

Removed mypy temporarily from GitHub workflow just to merge this into main. A few errors were detected and will be fixed in develop. See https://github.com/OpenBB-finance/OpenBB/actions/runs/9862967260/job/27234678713

@montezdesousa montezdesousa merged commit 6f7f30a into main Jul 9, 2024
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@montezdesousa montezdesousa deleted the release/4.3.0 branch July 9, 2024 19:28
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