Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Jump to bottom

[Release] Patch: openbb-yfinance-1.3.2 #6647

Merged
merged 23 commits into from
Aug 28, 2024
Merged

[Release] Patch: openbb-yfinance-1.3.2 #6647

merged 23 commits into from
Aug 28, 2024

Conversation

deeleeramone
Copy link
Contributor

This PR patches openbb-yfinance on PyPI to resolve a Colabs issue #6645.

montezdesousa and others added 23 commits April 24, 2024 14:49
@montezdesousa
add snowflake integration video (#6339)
aae8d34
@deeleeramone
[HotFix] Fix broken URLs in docs page. (#6368)
3970eb0 
* Fix broken URLs

* use full URL to other docs pages.
@montezdesousa @deeleeramone
@IgorWounds @jmaslek @luqmanbello @the-praxs @hjoaquim @mnicstruwig @jose-donato @capital0 @benvandoren @andrewkenreich @AdiSai @ssahaxd @AdwaitSalankar @abhishek-amar @DidierRLopes @professssor @FarukhS52 @maxxsh @fadilparves @ramazanguvenc @joshuabuildsthings @polooner @bimbolimbo @piiq @tehcoderer @omahs @minhhoang1023 @ayrt-n @northern-64bit @EricLi-Dev @colin99d @Disorrder
[Release] 4.2.0 (#6422)
a0f08ab 
* [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_handler` decorator to static (#6112)

* add exception handler decorator

* add exception handler decorator code

* updated static

* rebuild to fix docstring indentation

---------

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

* update extensions list (#6114)

* add missing field descriptions to yfinance equity price historical (#6116)

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

* remove charting extension env var (#6118)

* [BugFix] Fix Company News (#6111)

* fix company news

* update tests

* multiple symbols for polygon

* don't include pageSize in Benzinga querystring, fixed as 100

* remove extra space

* black

* unused imports

* make benzinga test cassette smaller

* missing params

* clear empty strings

---------

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

* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)

* allow multiple symbols in key_metrics from yfinance

* field order thing

* remove unnecessary function (#6125)

* [Docs] Update OpenBB Copilot docs (#6106)

* WIP: Tweak description.

* WIP: Experimenting with react-player

* WIP: Add copilot docs.

* fixes videos width/height

* WIP: Refine videos and copy.

* WIP: Add last videos and sections.

* Add bring-your-own-copilot section.

* Tweak grammar.

* Add copilot link.

* Fix typos.

---------

Co-authored-by: jose-donato <[email protected]>

* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)

* add data description for previous close

* ..just the one

* update the model tripped by this change

---------

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

* added australia as a country also (#6131)

* [Bug fix] - Fix regulator cik map standard model (#6129)

* Fix regulator cik map standard model

* fix description

* Update cik_map.py

* increase timeout to 30 (#6115)

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

* clean up some v3 deps (#6105)

* clean up some v3 deps

* forgot we need to do the requirements txt files

* not sure it matters, but run ruff + black

* am addicted to bug fixes

---------

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

* [Bug fix] - explicit multiple items docstring (#6127)

* explicit multiple items docstring

* rebuiild

* rebuild again

---------

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

* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)

* fix validator in fmp IndexHistorical model

* make ValidationError pretty

* modify arg error

* linting fmp IndexHistorical

* black

* remove unused code

* tmx etf info (#6132)

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

* [Feature] - Platform V4 Markdown Generator V2 (#6094)

* add recent `openapi.json`

* fix data types in models

* removed `openapi.json`

* set default date value as None in PolygonCurrencyPairs class

* add function to generate reference.json file

* reworked function to improve readability

* reword function to add seo metadata

* add functions for creating markdown sections

* add code to extract data card markdown title

* add additional functions for generating index and data models file

* extract first sentence of the description for cards

* code cleanup and documentation

* linting

* linting polygon models

* add openbb import statement in create_reference_markdown_examples function

* add POST method functions

* cleanup; reworked generate_reference_index_files function

* moved development section to 7th position in the sidebar

* fix POST function params default value

add standard flag to QueryParams and Data fields

cleanup

* add type expansion from package_builder.MethodDefinition

* sort data models cards alphabetically

make printing less verbose

* make MAX_CARDS global

display less content in cards in Commannds section

* cleanup

* Remove '_' from the cards under Commands section

* " to ' in econometrics/causality

* replace ' with " in ReferenceCard for reference dir index files

* remove extra . from the quantile function description

* shoutout to @deeleeramone for finding POST method description bug!

* set correct value for standard field

* handle BaseModel types in provider data fields

* unit tests for the platform markdown generator v2

* yeet 'Default' and 'Optional' columns in the 'Data' section

* last minute bug fix

* add info for multiple symbols

* make multiple items info same as platform static

* organize sections properly

* sort reference sub-directories alphabetically

* extra space in 'OBBject extra' description

* add type expansion for fields with multiple items

POST method cleanup

---------

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

* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)

* adds example notebook for the implied earnings move

* remove commented out line

---------

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

* [Feature] - Sync with new openapi.json (#6137)

* feat: create data tabs

* fix: uncomment

* fix: remove unecessary comment

* sort side bar

* comment

* uncomment

* use .dev functions.json + clean traverse

* fix futures example

* fix example

* point to .co

* Fix the v3 markdown generation workflow (#6138)

* fix workflow

* debug time

* see if the docs generate at least

* ahhhh i found it

* getting there

* put the test first

* some keys cleanup

* small change to error message

* update functions.json (#6140)

* fix intraday check in charting ta_class (#6119)

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

* [BugFix] Display EconDB as source for macro (#6143)

* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)

* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static

* add more examples into findSymbols (#6139)

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

* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)

* fix etf holdings

* linting

* black

---------

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

* Docs/update xl docs (#6145)

* remove print

* update obb.get docs

* example

* md lint

* fix get reference (#6147)

* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)

* move constant dicts to constants.py

filter by start_date and end_date

* black

* black again again

* Merge 'main' into 'develop' (#6151)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Andrew <[email protected]>
Co-authored-by: Adi Sai <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Luqman <[email protected]>
Co-authored-by: Adwait <[email protected]>
Co-authored-by: Abhishek Amar <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Ramazan <[email protected]>
Co-authored-by: joshuabuildsthings <[email protected]>
Co-authored-by: wojda <[email protected]>
Co-authored-by: Bim Phomthong <[email protected]>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb6aa9e653dcb5db733798408b72a82e.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555d97132f6bddcbc4a4facdd97ecc591.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2adf82fed3a35d34fad6a2e3ba3ae1d49.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

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

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

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

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

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

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9af92ed676d8f8047c31e74daf7b8b2.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

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

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

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

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

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

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

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

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

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

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

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

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

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

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

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

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

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

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <[email protected]>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

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

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

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

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

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

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

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

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

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

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

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

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: montezdesousa <[email protected]…
@hjoaquim @deeleeramone
@montezdesousa @the-praxs @IgorWounds @jmaslek @benvandoren @andrewkenreich @AdiSai @ssahaxd @luqmanbello @AdwaitSalankar @abhishek-amar @DidierRLopes @professssor @FarukhS52 @maxxsh @jose-donato @fadilparves @ramazanguvenc @joshuabuildsthings @polooner @bimbolimbo @piiq @tehcoderer @omahs @minhhoang1023 @ayrt-n @northern-64bit @EricLi-Dev @mnicstruwig @capital0 @colin99d @Disorrder
Release/4.2.1 (#6456)
b04216d 
* tmx etf info (#6132)

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

* [Feature] - Platform V4 Markdown Generator V2 (#6094)

* add recent `openapi.json`

* fix data types in models

* removed `openapi.json`

* set default date value as None in PolygonCurrencyPairs class

* add function to generate reference.json file

* reworked function to improve readability

* reword function to add seo metadata

* add functions for creating markdown sections

* add code to extract data card markdown title

* add additional functions for generating index and data models file

* extract first sentence of the description for cards

* code cleanup and documentation

* linting

* linting polygon models

* add openbb import statement in create_reference_markdown_examples function

* add POST method functions

* cleanup; reworked generate_reference_index_files function

* moved development section to 7th position in the sidebar

* fix POST function params default value

add standard flag to QueryParams and Data fields

cleanup

* add type expansion from package_builder.MethodDefinition

* sort data models cards alphabetically

make printing less verbose

* make MAX_CARDS global

display less content in cards in Commannds section

* cleanup

* Remove '_' from the cards under Commands section

* " to ' in econometrics/causality

* replace ' with " in ReferenceCard for reference dir index files

* remove extra . from the quantile function description

* shoutout to @deeleeramone for finding POST method description bug!

* set correct value for standard field

* handle BaseModel types in provider data fields

* unit tests for the platform markdown generator v2

* yeet 'Default' and 'Optional' columns in the 'Data' section

* last minute bug fix

* add info for multiple symbols

* make multiple items info same as platform static

* organize sections properly

* sort reference sub-directories alphabetically

* extra space in 'OBBject extra' description

* add type expansion for fields with multiple items

POST method cleanup

---------

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

* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)

* adds example notebook for the implied earnings move

* remove commented out line

---------

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

* [Feature] - Sync with new openapi.json (#6137)

* feat: create data tabs

* fix: uncomment

* fix: remove unecessary comment

* sort side bar

* comment

* uncomment

* use .dev functions.json + clean traverse

* fix futures example

* fix example

* point to .co

* Fix the v3 markdown generation workflow (#6138)

* fix workflow

* debug time

* see if the docs generate at least

* ahhhh i found it

* getting there

* put the test first

* some keys cleanup

* small change to error message

* update functions.json (#6140)

* fix intraday check in charting ta_class (#6119)

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

* [BugFix] Display EconDB as source for macro (#6143)

* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)

* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static

* add more examples into findSymbols (#6139)

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

* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)

* fix etf holdings

* linting

* black

---------

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

* Docs/update xl docs (#6145)

* remove print

* update obb.get docs

* example

* md lint

* fix get reference (#6147)

* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)

* move constant dicts to constants.py

filter by start_date and end_date

* black

* black again again

* Merge 'main' into 'develop' (#6151)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Andrew <[email protected]>
Co-authored-by: Adi Sai <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Luqman <[email protected]>
Co-authored-by: Adwait <[email protected]>
Co-authored-by: Abhishek Amar <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Ramazan <[email protected]>
Co-authored-by: joshuabuildsthings <[email protected]>
Co-authored-by: wojda <[email protected]>
Co-authored-by: Bim Phomthong <[email protected]>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb6aa9e653dcb5db733798408b72a82e.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555d97132f6bddcbc4a4facdd97ecc591.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2adf82fed3a35d34fad6a2e3ba3ae1d49.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

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

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

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

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

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

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9af92ed676d8f8047c31e74daf7b8b2.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

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

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

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

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

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

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

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

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

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

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

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

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

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

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

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

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

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

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <[email protected]>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

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

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

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

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

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

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

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

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

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

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

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

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: tehcoderer <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Adi Sai <[email protected]>

* Hotfix/pypi openbb terminal (#5719)

* renaming the project

* documentation changes

* Finishing touches to the publishing procedure (#5728)

* finishing touches to the publishing procedure

* grammar improvements

* Run tests on develop (#5725)

* Run tests on develop

* Add a check that files changes in platform

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

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

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

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

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd258efb7e82b75b4663b5360785195f3.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

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

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydanti…
@deeleeramone
[Docs] Guides for Metadata and AnnotatedResult (#6457)
fac368e
@montezdesousa
[Docs] Redirect contributing URL (#6460)
cd04f30 
* redirect url

* order
@montezdesousa @the-praxs
@jmaslek @hjoaquim @andrewkenreich @AdiSai @ssahaxd @deeleeramone @luqmanbello @AdwaitSalankar @abhishek-amar @DidierRLopes @professssor @FarukhS52 @maxxsh @jose-donato @fadilparves @ramazanguvenc @joshuabuildsthings @polooner @bimbolimbo @piiq @IgorWounds @tehcoderer @omahs @minhhoang1023 @ayrt-n @northern-64bit @EricLi-Dev @mnicstruwig @capital0 @benvandoren @colin99d @Disorrder
[Release] 4.2.2 (#6480)
cdf0bef 
* Docs/update xl docs (#6145)

* remove print

* update obb.get docs

* example

* md lint

* fix get reference (#6147)

* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)

* move constant dicts to constants.py

filter by start_date and end_date

* black

* black again again

* Merge 'main' into 'develop' (#6151)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Andrew <[email protected]>
Co-authored-by: Adi Sai <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Luqman <[email protected]>
Co-authored-by: Adwait <[email protected]>
Co-authored-by: Abhishek Amar <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Ramazan <[email protected]>
Co-authored-by: joshuabuildsthings <[email protected]>
Co-authored-by: wojda <[email protected]>
Co-authored-by: Bim Phomthong <[email protected]>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb6aa9e653dcb5db733798408b72a82e.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555d97132f6bddcbc4a4facdd97ecc591.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2adf82fed3a35d34fad6a2e3ba3ae1d49.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

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

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

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

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

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

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9af92ed676d8f8047c31e74daf7b8b2.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

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

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

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

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

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

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

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

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

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

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

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

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

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

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

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

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

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

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <[email protected]>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

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

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

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

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

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

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

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

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

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

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

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

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: tehcoderer <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Adi Sai <[email protected]>

* Hotfix/pypi openbb terminal (#5719)

* renaming the project

* documentation changes

* Finishing touches to the publishing procedure (#5728)

* finishing touches to the publishing procedure

* grammar improvements

* Run tests on develop (#5725)

* Run tests on develop

* Add a check that files changes in platform

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

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

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

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

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd258efb7e82b75b4663b5360785195f3.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

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

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa

* loosing urllib3 version specification on the provider and adding it to platform dev deps

* rmeoving urllib from top level deps; and removing --with dev flag

* changing to ^ instead

* Revert "changing to ^ instead"

This reverts commit 7300904e9f3adba372b106d381b70ae06e28795a.

* unnecessary dep

---------

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

* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)

* add ecb balance of payments

* missing __init__.py files

* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)

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

* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)

* add government_us provider and treasury auctions endpoint

* black

* add param for cusip

* move logic for setting default start/end date

* Update hub<>platform credentials map (#5749)

* update hub<>platform credentials map

* typo

* Add API settings schema to system settings (#5743)

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

* Skip checking creds (#5737)

* skip checking creds

* fix bug

* ok mypy

* add comment

* rename required_credentials

* fix

* fix top_retail bug

* don't require creds in some nasdaq fetchers

* black

* this was not here before

* fix tests

* update fetcher test

* update contributing guidelines

* Fix Quote (#5752)

* Fix Quote

* fixed return type and model validation

---------

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

* Wrap up renaming global news to world news on a model level (#5750)

* Wrap up renaming global news to world news on a model level

* cleanup

---------

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

* Remove eod from docstrings (#5751)

* Wrap up renaming global news to world news on a model level

* Remove "end of day" from historical price model docstrings

---------

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

* Massive docstring cleanup (#5755)

* sec router remove command

* standard models cleanup

* fmp cleanup

* av cleanup

* benzinga cleanup

* biztoc cleanup

* cboe cleanup

* ecb cleanup

* finra cleanup

* fred cleanup

* us cleanup

* intrinio cleanup

* nasdaq cleanup

* oecd cleanup

* polygon cleanup

* sec cleanup

* seeking alpha cleanup

* stockgrid cleanup

* tiingo cleanup

* tradingeconomics cleanup

* ultima cleanup

* wsj cleanup

* yfinance cleanup

* sec router lint

* fix date query param description

* Updates system and api settings (#5753)

* remove uncessary import on rest api

* remove FrozenField and add api.version

* allow setup from json

* remove id tag

* computed field is better

* formatting

---------

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

* Squeeze build time (#5756)

* squeeze build time

* bug fix

* fix test

* typo?

* rebuild

* keep tradingeconomics

* docs/working-docs: Working V4 Docs PR (#5747)

* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* update extensions

* some urls

* Update sdk-platform and v4-develop in urls (#5730)

* Update sdk-platform and v4-develop in urls

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` an…
@deeleeramone
[Docs] Fix Broken URLs (#6494)
a114896 
* fix broken urls

* couple more

* remove poetry install openbb_platform from docs generation.

* Try it this way.
@montezdesousa
[Docs] Excel docs update (#6504)
b7088a2 
* update xl docs

* update xl files
@hjoaquim @the-praxs
@jmaslek @andrewkenreich @AdiSai @ssahaxd @deeleeramone @luqmanbello @AdwaitSalankar @abhishek-amar @DidierRLopes @professssor @FarukhS52 @maxxsh @jose-donato @fadilparves @ramazanguvenc @joshuabuildsthings @polooner @bimbolimbo @piiq @montezdesousa @IgorWounds @tehcoderer @omahs @minhhoang1023 @ayrt-n @northern-64bit @EricLi-Dev @mnicstruwig @capital0 @benvandoren @colin99d @Disorrder @jzhao62
Release/4.2.3 (#6517)
2392a8a 
* [Release] 4.1.5 to `develop` (#6192)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Andrew <[email protected]>
Co-authored-by: Adi Sai <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Luqman <[email protected]>
Co-authored-by: Adwait <[email protected]>
Co-authored-by: Abhishek Amar <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Ramazan <[email protected]>
Co-authored-by: joshuabuildsthings <[email protected]>
Co-authored-by: wojda <[email protected]>
Co-authored-by: Bim Phomthong <[email protected]>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb6aa9e653dcb5db733798408b72a82e.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555d97132f6bddcbc4a4facdd97ecc591.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2adf82fed3a35d34fad6a2e3ba3ae1d49.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

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

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

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

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

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

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9af92ed676d8f8047c31e74daf7b8b2.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

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

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

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

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

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

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

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

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

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

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

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

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

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

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

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

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

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

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <[email protected]>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

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

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

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

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

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

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

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

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

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

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

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

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: tehcoderer <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Adi Sai <[email protected]>

* Hotfix/pypi openbb terminal (#5719)

* renaming the project

* documentation changes

* Finishing touches to the publishing procedure (#5728)

* finishing touches to the publishing procedure

* grammar improvements

* Run tests on develop (#5725)

* Run tests on develop

* Add a check that files changes in platform

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

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

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

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

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd258efb7e82b75b4663b5360785195f3.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

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

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa

* loosing urllib3 version specification on the provider and adding it to platform dev deps

* rmeoving urllib from top level deps; and removing --with dev flag

* changing to ^ instead

* Revert "changing to ^ instead"

This reverts commit 7300904e9f3adba372b106d381b70ae06e28795a.

* unnecessary dep

---------

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

* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)

* add ecb balance of payments

* missing __init__.py files

* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)

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

* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)

* add government_us provider and treasury auctions endpoint

* black

* add param for cusip

* move logic for setting default start/end date

* Update hub<>platform credentials map (#5749)

* update hub<>platform credentials map

* typo

* Add API settings schema to system settings (#5743)

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

* Skip checking creds (#5737)

* skip checking creds

* fix bug

* ok mypy

* add comment

* rename required_credentials

* fix

* fix top_retail bug

* don't require creds in some nasdaq fetchers

* black

* this was not here before

* fix tests

* update fetcher test

* update contributing guidelines

* Fix Quote (#5752)

* Fix Quote

* fixed return type and model validation

---------

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

* Wrap up renaming global news to world news on a model level (#5750)

* Wrap up renaming global news to world news on a model level

* cleanup

---------

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

* Remove eod from docstrings (#5751)

* Wrap up renaming global news to world news on a model level

* Remove "end of day" from historical price model docstrings

---------

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

* Massive docstring cleanup (#5755)

* sec router remove command

* standard models cleanup

* fmp cleanup

* av cleanup

* benzinga cleanup

* biztoc cleanup

* cboe cleanup

* ecb cleanup

* finra cleanup

* fred cleanup

* us cleanup

* intrinio cleanup

* nasdaq cleanup

* oecd cleanup

* polygon cleanup

* sec cleanup

* seeking alpha cleanup

* stockgrid cleanup

* tiingo cleanup

* tradingeconomics cleanup

* ultima cleanup

* wsj cleanup

* yfinance cleanup

* sec router lint

* fix date query param description

* Updates system and api settings (#5753)

* remove uncessary import on rest api

* remove FrozenField and add api.version

* allow setup from json

* remove id tag

* computed field is better

* formatting

---------

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

* Squeeze build time (#5756)

* squeeze build time

* bug fix

* fix test

* typo?

* rebuild

* keep tradingeconomics

* docs/working-docs: Working V4 Docs PR (#5747)

* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* update extensions

* some urls

* Update sdk-platform and v4-develop in urls (#5730)

* Update sdk-platform and v4-develop in urls

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* …
@montezdesousa
fix: openapi bug (#6525)
0202079
@hjoaquim @montezdesousa
@the-praxs @deeleeramone @jmaslek @andrewkenreich @AdiSai @ssahaxd @luqmanbello @AdwaitSalankar @abhishek-amar @DidierRLopes @professssor @FarukhS52 @maxxsh @jose-donato @fadilparves @ramazanguvenc @joshuabuildsthings @polooner @bimbolimbo @piiq @IgorWounds @tehcoderer @omahs @minhhoang1023 @ayrt-n @northern-64bit @EricLi-Dev @mnicstruwig @capital0 @benvandoren @colin99d @Disorrder @jzhao62
Release/openbb charting 2.1.3 (#6529)
ad900c7 
* Release bug fixes (#6187)

* release bug fixes

* rebuild

---------

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

* [BugFix] Update `README` for Platform (#6189)

* update readme

* prevent oopsies

* beta versions

* print extensions name

* update toml with beta versions

* [BugFix] Raise Alpha Vantage API Error (#6188)

* raise API error

* handle more API error messages

* handle bad data

---------

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

* update econ cal headers (#6191)

* [Release] 4.1.5 to `develop` (#6192)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Andrew <[email protected]>
Co-authored-by: Adi Sai <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Luqman <[email protected]>
Co-authored-by: Adwait <[email protected]>
Co-authored-by: Abhishek Amar <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Ramazan <[email protected]>
Co-authored-by: joshuabuildsthings <[email protected]>
Co-authored-by: wojda <[email protected]>
Co-authored-by: Bim Phomthong <[email protected]>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb6aa9e653dcb5db733798408b72a82e.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555d97132f6bddcbc4a4facdd97ecc591.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2adf82fed3a35d34fad6a2e3ba3ae1d49.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

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

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

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

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

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

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9af92ed676d8f8047c31e74daf7b8b2.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

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

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

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

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

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

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

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

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

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

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

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

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

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

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

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

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

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

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <[email protected]>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

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

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

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

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

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

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantitative

* Rename the actual routes in quantitative

* Equity cleanup (#5707)

* cleanup

* static

* renaming to equity cc @the-praxs

* Proof reading

---------

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

* Don't enforce imperative for first word of the docstring

* Remove ultima from default extensions

* Rename `economy` and create `index` extension (#5705)

* renamed economy and re-recorded tests

* static

* market indices

* european indices

* fred indices

* index constituents

* tests

* correct package name

* oops

* static

* linting

* Move COT commands to regulators

* Rename economy.list to available_indices

* Rename GDP models and clean up

* Fix charting tests

* Drop _indices from available_indices command

* Fix obbject to_dict test

---------

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

* Rename etf/disc (#5715)

* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)

* Revert changes related to pydantic2 made into v3 code

* Revert fred model changes in v3

* Revert pydantic2 databento model changes in v2

* Update some names and v3 lock file

* Clean up openbb/package before the beta release

* Platform publishing procedure (#5701)

* update instructions

* introducing the version script

* publish message

* fix platform path

* reflecting version changes

* getting version from installed packages instead

* removing toml from dependencies

* Changes to get `a7` out (#5697)

* changes to get a7 out

* etf menu on the pyproject.toml

* poetry lock

* bump `openbb-etf` to `a5` to match version

* updated deps

* removing ultima

* removing references to a4 cc @the-praxs

* Bump index menu version

* poetry lock

---------

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

* Update publishing instructions

* Bump core dependencies in extensions and providers

* Add changes to the publish script following the beta release

* Update the versions in static extension map and openbb metapackage

---------

Co-authored-by: James Maslek <[email protected]>
Co-authored-by: Pratyush Shukla <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Diogo Sousa <[email protected]>
Co-authored-by: Igor Radovanovic <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: montezdesousa <[email protected]>
Co-authored-by: tehcoderer <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Adi Sai <[email protected]>

* Hotfix/pypi openbb terminal (#5719)

* renaming the project

* documentation changes

* Finishing touches to the publishing procedure (#5728)

* finishing touches to the publishing procedure

* grammar improvements

* Run tests on develop (#5725)

* Run tests on develop

* Add a check that files changes in platform

* Seprate Intrinio financials data tags into a different command (#5723)

* add `ebit` field in income statement standard model

* only add required data tags

* remove calculations data

* use `name` key instead of `tag` key

* set `period` as required in data

* remove `period` and `cik` from provider models

* add `equity/fundamental/search_financial_attributes` with tests

* clean descriptions file

* add `equity/fundamental/financial_attributes` with tests

* set `value` as `Optional`

* Fix threadpool test error (#5734)

* Remove ultima from deps (#5736)

* remove ultima from deps

* skip ultima test

* black

* change skip location

* try except statement to avoid error on the ci

* new currency reference rates pr (#5724)

* point files to linters (#5739)

* remove news from equity (#5741)

* Add tiingo provider (#5740)

* first commit

* things

* Add news endpoints

* CryptoHistorical

* Add currency and trailing dividend yield

* things working

* deps

* fix pre commit things

* tests?

* black on the tests

* pratty told me to add it

* integration tests

* added helpers

* crypto revamped

* currency revamped

* trailing dividend yield revamped

* equity historical revamped

* company news overhauled

* global news overhauled

* remove `tags` param from news models

* crypto correct `exchanges` description

* james smh

* re-recorded fetcher tests

* fixed integration tests

* econometrics smh

* james smh again

---------

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

* Add `derivatives` extension for `futures` and `options` (#5742)

* removed options and futures

* add derivatives extension

* cleanup

* bug #5649 (#5722)

* bug #5649

* fixing --a upmom, downmom

---------

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

* Rename the fmp search -> screener (#5744)

* Rename the fmp search -> screener

* misses some

* i cant copy paste

* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)

* update Terminal about URLs and some other broken links

* ruff

* intro

* changing the heading levels

* dependency management sections

* structure

* developer guides

* structure

* contributor guides

* keywords and descriptions

* broken urls

* cool cards

* Cool cards (#5727)

* tidy up terminal/content

* some more tidy up

* fix styling for platform that was missing

* more tidy up

* improve color for dark and light mode

* create new reference card for more basic cards

* rename back to menus

* implement all index.md for terminal, except reference

* improve bot title

* more refactoring

* fix remaining index

* header styling

* more styling

* heheheheheheeh

* Revert "heheheheheheeh"

This reverts commit 7d095fcfd258efb7e82b75b4663b5360785195f3.

* Ccards (#5733)

* links

* more links

* improved styling and chevron aligned to title

* fix index.mdx urls for Terminal

* update package.json

* update index.mdx

* fix generation

* spelling

* toolkit_extensions

* update data extensions

* couple of links

* add tiingo to data extensions list

---------

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

* Stock leftover cleanup (#5745)

* change to equity in `.md` files

* `HistoricalStockSplits`->`HistoricalSplits`

* `StockInsiderTrading`->`InsiderTrading`

* sorry fmp

* `EquityHistorical` cleanup

* `EquityNBBO` cleanup

* .md leftover

* the last of stocks

* Hotfix/urllib to dev group (#5732)

* use the urllib3 dependency on the dev group instead

* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name

* add dev dependencies to the dev installation bc of the ci

* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa

* loosing urllib3 version specification on the provider and adding it to platform dev deps

* rmeoving urllib from top level deps; and removing --with dev flag

* changing to ^ instead

* Revert "changing to ^ instead"

This reverts commit 7300904e9f3adba372b106d381b70ae06e28795a.

* unnecessary dep

---------

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

* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)

* add ecb balance of payments

* missing __init__.py files

* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)

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

* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)

* add government_us provider and treasury auctions endpoint

* black

* add param for cusip

* move logic for setting default start/end date

* Update hub<>platform credentials map (#5749)

* update hub<>platform credentials map

* typo

* Add API settings schema to system settings (#5743)

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

* Skip checking creds (#5737)

* skip checking creds

* fix bug

* ok mypy

* add comment

* rename required_credentials

* fix

* fix top_retail bug

* don't require creds in some nasdaq fetchers

* black

* this was not here before

* fix tests

* update fetcher test

* update contributing guidelines

* Fix Quote (#5752)

* Fix Quote

* fixed return type and model validation

---------

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

* Wrap up renaming global news to world news on a model level (#5750)

* Wrap up renaming global news to world news on a model level

* cleanup

---------

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

* Remove eod from docstrings (#5751)

* Wrap up renaming global news to world news on a model level

* Remove "end of day" from historical price model docstrings

---------

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

* Massive docstring cleanup (#5755)

* sec router remove command

* standard models cleanup

* fmp cleanup

* av cleanup

* benzinga cleanup

* biztoc cleanup

* cboe cleanup

* ecb cleanup

* finra cleanup

* fred cleanup

* us cleanup

* intrinio cleanup

* nasdaq cleanup

* oecd cleanup

* polygon cleanup

* sec cleanup

* seeking alpha cleanup

* stockgrid cleanup

* tiingo cleanup

* tradingeconomics cleanup

* ultima cleanup

* wsj cleanup

* yfinance cleanup

* sec router lint

* fix date query param description

* Updates system and api settings (#5753)

* remove uncessary import on rest api

* remove FrozenField and add api.version

* allow setup from json

* remove id tag

* computed field is better

* formatting

---------

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

* Squeeze build time (#5756)

* squeeze build time

* bug fix

* fix test

* typo?

* rebuild

* keep tradingeconomics

* docs/working-docs: Working V4 Docs PR (#5747)

* post-install clarification, fix links

* more links

* change word

* toolkit cleanup

* rename 'contributing' to 'development'

* update extensions

* some urls

* Update sdk-platform and v4-develop in urls (#5730)

* Update sdk-platform and v4-devel…
@montezdesousa
fix: fix provider description (#6537)
c0d0989
@montezdesousa
Move documentation to openbb-docs (#6539)
fcce1ea 
* Remove website/ directory

* Remove GitHub pages deployment workflow

* Update documentation related content

* Cannot do this now

* Update actions url
@hjoaquim
fixing local variable 'export' referenced before assignment (#6546)
1070580
@deeleeramone
fix logging service (#6549)
57ad2d0
@hjoaquim
[Hotfix] Bump versions (#6551)
5019b1c 
* versions bump

* versions bump
@montezdesousa @deeleeramone
@IgorWounds @jmaslek @the-praxs @tehcoderer @piiq @hjoaquim @DidierRLopes @luqmanbello @minhhoang1023 @jose-donato @ayrt-n @northern-64bit @EricLi-Dev @andrewkenreich @mnicstruwig @capital0 @benvandoren @AdiSai @ssahaxd @AdwaitSalankar @abhishek-amar @professssor @FarukhS52 @maxxsh @fadilparves @ramazanguvenc @joshuabuildsthings @polooner @bimbolimbo @omahs @colin99d @Disorrder @jzhao62
[Release] 4.3.0 (#6572)
6f7f30a 
* [Docs] Refactor Contributing Section Of Docs (#6173)

* 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]>

* [Docs] Add Streamlit News Dashboard To Examples (#6158)

* 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]>

* [Feature] Add Charts For FRED Series (#6234)

* add fred_series charts

* pylint

* [Feature] Add Intrinio to `obb.equity.market_snapshots()` (#6232)

* 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]>

* [BugFix] Merge Fix FMP Intraday (#6229) From Main (#6235)

* [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 Radovanov…
@hjoaquim
bump version (#6576)
d6931b3
@piiq
Release openbb-econometrics 1.4.0 (#6605)
fe649ac 
Update econometrics package dependencies based on develop branch
@deeleeramone
Merge branch 'main' into feature/merge-main-into-develop
0eadc24
@deeleeramone
patch openbb-yfinance
c8e72e9
@deeleeramone
bump yfinance version
c759e68
@deeleeramone deeleeramone added platform OpenBB Platform release release branch labels Aug 28, 2024
@github-actions github-actions bot added v4 PRs for v4 labels Aug 28, 2024
@deeleeramone deeleeramone added this pull request to the merge queue Aug 28, 2024
Merged via the queue into develop with commit 9092b61 Aug 28, 2024
12 checks passed
@piiq piiq deleted the release/openbb-yfinance-1.3.2 branch September 5, 2024 08:22
IgorWounds added a commit that referenced this pull request Sep 9, 2024
@deeleeramone @IgorWounds
@nnsW3 @jmaslek @mmistroni @montezdesousa @luqmanbello @the-praxs @hjoaquim @mnicstruwig @jose-donato @capital0 @benvandoren @andrewkenreich @AdiSai @ssahaxd @AdwaitSalankar @abhishek-amar @DidierRLopes @professssor @FarukhS52 @maxxsh @fadilparves @ramazanguvenc @joshuabuildsthings @polooner @bimbolimbo @piiq @tehcoderer @omahs @minhhoang1023 @ayrt-n @northern-64bit @EricLi-Dev @colin99d @Disorrder @jzhao62
[Release] Release 4.3.2 (#6658)
4bc5cd0 
* fix reset_index erasing the name of the column (#6619)

* update aiohttp for dependabot (#6621)

* [BugFix] Fix Pandas FutureWarning In `derivatives.futures.curve` Chart (#6626)

* fix Pandas FutureWarning in derivatives.futures.curve

* black

* [BugFix] `obb.news.world` Add Validators To Providers Where Symbol Is Mandatory (#6625)

* add validators to enforce mandatory symbols in providers where required

* linter

* fmp 3.9 test cassette

---------

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

* data.__fields__ is deprecated - use data.model_fields instead (#6629)

* Docs fix spelling issues (#6634)

* fix README.md

* fix README.md

* fix examples.md

* fix CONTRIBUTING.md

* Update README.md

* [BugFix] Replace `Optional[bool]` with `bool` as type in Equity Search (#6633)

* replace optiona[bool] with bool as type

* one more

* test cassettes

---------

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

* [Feature] Add BLS Provider Extension With Endpoints For Search and Time Series (#6630)

* add bls provider extension

* null is returned as '-'

* codespell

* mypy

* missed colon

* more linting

* more lint

* missing charting api test

* handle months starting with Q

* too many branches

* make annual_average False by default

* review items

* example notebook updates (#6639)

* fix output of yfinance.download Date for Colab (#6645)

* capitalize economic indicator symbols before pairing with country (#6642)

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

* [Feature] Add CFTC Provider and Replace Nasdaq Datalink For COT Reports (#6643)

* add cftc provider and replace nasdaq for COT Reports

* linters

* more linting

* grammar police

* mock all url params in test cassette

* record test cassettes with no 6901app_token

---------

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

* add trust_env to ClientSession initialization to mimic proxy behaviour of requests library (#6640)

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

* adding  extra presets (#6623)

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

* [Release] Patch: `openbb-yfinance-1.3.2` (#6647)

* add snowflake integration video (#6339)

* [HotFix] Fix broken URLs in docs page. (#6368)

* Fix broken URLs

* use full URL to other docs pages.

* [Release] 4.2.0 (#6422)

* [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_handler` decorator to static (#6112)

* add exception handler decorator

* add exception handler decorator code

* updated static

* rebuild to fix docstring indentation

---------

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

* update extensions list (#6114)

* add missing field descriptions to yfinance equity price historical (#6116)

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

* remove charting extension env var (#6118)

* [BugFix] Fix Company News (#6111)

* fix company news

* update tests

* multiple symbols for polygon

* don't include pageSize in Benzinga querystring, fixed as 100

* remove extra space

* black

* unused imports

* make benzinga test cassette smaller

* missing params

* clear empty strings

---------

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

* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)

* allow multiple symbols in key_metrics from yfinance

* field order thing

* remove unnecessary function (#6125)

* [Docs] Update OpenBB Copilot docs (#6106)

* WIP: Tweak description.

* WIP: Experimenting with react-player

* WIP: Add copilot docs.

* fixes videos width/height

* WIP: Refine videos and copy.

* WIP: Add last videos and sections.

* Add bring-your-own-copilot section.

* Tweak grammar.

* Add copilot link.

* Fix typos.

---------

Co-authored-by: jose-donato <[email protected]>

* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)

* add data description for previous close

* ..just the one

* update the model tripped by this change

---------

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

* added australia as a country also (#6131)

* [Bug fix] - Fix regulator cik map standard model (#6129)

* Fix regulator cik map standard model

* fix description

* Update cik_map.py

* increase timeout to 30 (#6115)

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

* clean up some v3 deps (#6105)

* clean up some v3 deps

* forgot we need to do the requirements txt files

* not sure it matters, but run ruff + black

* am addicted to bug fixes

---------

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

* [Bug fix] - explicit multiple items docstring (#6127)

* explicit multiple items docstring

* rebuiild

* rebuild again

---------

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

* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)

* fix validator in fmp IndexHistorical model

* make ValidationError pretty

* modify arg error

* linting fmp IndexHistorical

* black

* remove unused code

* tmx etf info (#6132)

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

* [Feature] - Platform V4 Markdown Generator V2 (#6094)

* add recent `openapi.json`

* fix data types in models

* removed `openapi.json`

* set default date value as None in PolygonCurrencyPairs class

* add function to generate reference.json file

* reworked function to improve readability

* reword function to add seo metadata

* add functions for creating markdown sections

* add code to extract data card markdown title

* add additional functions for generating index and data models file

* extract first sentence of the description for cards

* code cleanup and documentation

* linting

* linting polygon models

* add openbb import statement in create_reference_markdown_examples function

* add POST method functions

* cleanup; reworked generate_reference_index_files function

* moved development section to 7th position in the sidebar

* fix POST function params default value

add standard flag to QueryParams and Data fields

cleanup

* add type expansion from package_builder.MethodDefinition

* sort data models cards alphabetically

make printing less verbose

* make MAX_CARDS global

display less content in cards in Commannds section

* cleanup

* Remove '_' from the cards under Commands section

* " to ' in econometrics/causality

* replace ' with " in ReferenceCard for reference dir index files

* remove extra . from the quantile function description

* shoutout to @deeleeramone for finding POST method description bug!

* set correct value for standard field

* handle BaseModel types in provider data fields

* unit tests for the platform markdown generator v2

* yeet 'Default' and 'Optional' columns in the 'Data' section

* last minute bug fix

* add info for multiple symbols

* make multiple items info same as platform static

* organize sections properly

* sort reference sub-directories alphabetically

* extra space in 'OBBject extra' description

* add type expansion for fields with multiple items

POST method cleanup

---------

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

* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)

* adds example notebook for the implied earnings move

* remove commented out line

---------

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

* [Feature] - Sync with new openapi.json (#6137)

* feat: create data tabs

* fix: uncomment

* fix: remove unecessary comment

* sort side bar

* comment

* uncomment

* use .dev functions.json + clean traverse

* fix futures example

* fix example

* point to .co

* Fix the v3 markdown generation workflow (#6138)

* fix workflow

* debug time

* see if the docs generate at least

* ahhhh i found it

* getting there

* put the test first

* some keys cleanup

* small change to error message

* update functions.json (#6140)

* fix intraday check in charting ta_class (#6119)

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

* [BugFix] Display EconDB as source for macro (#6143)

* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)

* disable fetcher in init and fetcher tests

* disable provider test params from equity python and api tests

* updated static

* add more examples into findSymbols (#6139)

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

* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)

* fix etf holdings

* linting

* black

---------

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

* Docs/update xl docs (#6145)

* remove print

* update obb.get docs

* example

* md lint

* fix get reference (#6147)

* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)

* move constant dicts to constants.py

filter by start_date and end_date

* black

* black again again

* Merge 'main' into 'develop' (#6151)

* Release/3.2.4 (#5696)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* 3.2.3->3.2.4

* Changelogs

* new changelog

---------

Co-authored-by: Henrique Joaquim <[email protected]>
Co-authored-by: Andrew <[email protected]>
Co-authored-by: Adi Sai <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: Luqman <[email protected]>
Co-authored-by: Adwait <[email protected]>
Co-authored-by: Abhishek Amar <[email protected]>
Co-authored-by: DidierRLopes <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Ramazan <[email protected]>
Co-authored-by: joshuabuildsthings <[email protected]>
Co-authored-by: wojda <[email protected]>
Co-authored-by: Bim Phomthong <[email protected]>

* Release/4.0.1 (#5840)

* test

* ultima description (#5541)

* Updating showcase page (#5543)

* updating showcase page

* use sdk instead

* add new bot command autopost docs (#5530)

add new bot command autopost docs to docs.openbb.co

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

* Hotfix/ultima improvements (#5553)

* tweaks for monetization

* fix linting issue

* fix: Modify 'load' behavior to append data to existing sheet (#5503)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Fixed 'worksheet not found' error during export to an existing sheet

* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
  wants to replace/append/create new sheet

---------

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

* added platform API integration test to Nightly build (#5571)

* Add columns to `stocks/search` (#5565)

* Add columns to `stocks/search`

isin, cusip, figi, composite_figi, shareclass_figi

* Update test_search[False].txt

* Update test_search[True].txt

* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml

* Create test_search.yaml

---------

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

* updating ultima urls (#5587)

* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)

* Update README.md (#5598)

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* fix docs (#5646)

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update settings.md (#5665)

* fix front matter (#5667)

* #5633 adding comma every 1000 (#5652)

* #5633 adding comma every 1000

* pylint

---------

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

* Hotfix/reports model render report sanitize inputs (#5669)

* Adding more robust special character handling to create_output_path().��Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299

* Running black linter on code to conform to OBB style guides.

---------

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

* hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676)

* fix histcont

* some cleanup

* remove sort line

* 12-31 not 12-12

* columns_keep_types

* remove space in regex (#5675)

* Pin openai (#5685)

* Clarified stocks/ta empty recom object message (#5468)

* Clarified stocks/ta empty recom object message

* black

* lint

---------

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

* improved market cap value extraction (#5169)

* improved market cap value extraction

* pylint

---------

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

* Release/3.2.4 (#5704)

* 3.2.3->3.2.4

* Changelogs

* new changelog

* OpenBB Platform v4 (#5225)

* change location

* check something

* add cache

* fixed auth w/@IgorWounds and @montezdesousa

* fixes for econometrics

* include Darren auth suggestions

* some routers included if dev + chg hub backend var

* coverage router should not be here

* update docker readme

* forgot to check auth here

* Change extension imports

* update docstrings and readme

* headers function wasnt being called, just referenced

* relative import

* econometrics add headers everywhere

* Fix QA

* Fix TA

* Fix test

* Fix python interface QA and TA

* Lint

* Cleanup

* Change path

* make the changes and some etf models

* tests for command_runner

* ruff

* solving naming issues on pytest

* Update some docstrings, fix typos and lint

* solving econometrics instantiating wrong openbb

* chaging the way pytest runs

* messing around with the imports

* ruff

* Change template to add platform considerations (#5533)

* change template to add platform considerations

* @the-praxs suggestions

* solving __pycache__ issue

* removing typo

* ci yml

* making linters happy (i guess)

* Improve Omega Ratio and docstrings

* chaging pro validation hash

* ruff

* Fix OLS Summary and lint

* Add OECD Provider for economy extension (#5534)

* Add record to docs

* update a couple of cboe models

* Fix econometrics bugs. Make tests pass. Lint.

* black

* ruff

* pydantic v2: remove deprecated Extra

* pydantic v2: self.dict -> self.model_dump

* revert pydantic

* revert the revert

* try 1: pin urllib3 < 2

* Revert "try 1: pin urllib3 < 2"

This reverts commit 3736c311cb6aa9e653dcb5db733798408b72a82e.

* Revert dep

* Fix

* re-lock

* Skip all tests when doing cspell in pre-commit

* Resolve linter errors

* Add OECD to install script

* Add OECD

* Resolve more linter errors

* Exclude static files of v4 python from ruff

* More linting

* Another attempt to resolve even more linting errors

* Change how Literal is used

* ticker. symbol. consistent. @piiq

* change ticker field in Stock Search to is_symbol

* Update Cboe model for stocks_search -> is_symbol parameter.

* Fix issue

* Lint

* Small QA to rename SDK to Platform (#5544)

* SDK -> Platform in docs

* renamed in core

* renamed in openbb `init`

* `sdk` variable renamed as `platform`

---------

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

* `validator` -> `field_validator` in standard models

* Standard convention for multi-ticker symbols  (#5549)

* standardize symbol input param in forex and crypto historical data

* static

* linting

* Fix stock_search integration test params

* Update dependencies and linting on the CI (#5550)

* Remove ruff and black from platform dependencies

* Update codespell configuration

* Lint python code

* Add toml and tomli to root dev dependencies

* Update requirements.txt files

* Fix buggy docstring in python package methods (#5548)

* fix buggy docstring for methods

* remove space

* fix typing

* avoid name collision with validator

* Revert "avoid name collision with validator"

This reverts commit 8a30a44555d97132f6bddcbc4a4facdd97ecc591.

* typing

* rebuild

* python 3.8, ParamSpec not available

* lint

* ruff noqa

* Merge with develop (#5551)

* Charting extension integration tests (#5547)

* initial proposal for integration tests on the charting extension

* int tests for charting generation

* python generator

* ruff

* boilerplate templates

* python tests

* tests for the api

* using body instead so data don't get redefined

* unit tests for coverage

* ruff

* docstrings

* unnecessary access to keys()

* Add trading economics economic calendar

* dev install

* Data Models disposition on the website (#5538)

* pydantic v4

* flat structure

* md files

* Revert "md files"

This reverts commit bd2170e2adf82fed3a35d34fad6a2e3ba3ae1d49.

* improve command descriptions

* nice title and description

* human readble data model names on left panel

* implementation details section

* content markdown files

* markdown versioned files

* showcase page

* updates

---------

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

* everything except tests

* fix `datetime.date` import in fetcher test

* modified url to remove `api_key` placeholder

* record test

* api key is called c here

* fixed fetcher test for api key

* recorded tests

* refactor

* life is ruff

* codespell

* Make Intrinio options chains great again (#5540)

* add multithreading

* cleanup

* linting

* use dateutil.parser

* removed `TICKER_EXCEPTIONS`

* modified `date` and `type` fields in standard model

* set alias for `date` and `type` to match standards

* static

* static

* Hotfix/fix post tests (#5555)

* Fix econometrics

* Fix ta

* Fix qa. Remove intrinio to not be rate limited

* Lint

* Fix typo

* obbject tests (#5558)

* obbject tests

* ruff

* fix dev_install

* fix unittests

* black on nox

* black on nox

* nox

* fix fetcher test so it can compare dates

* fix intrinio tests

* ruff

* change to model_dum() instead (#5561)

* Passing tests (#5560)

* Passing tests

* fix options

* Fix most tests and bugs

* fix forex missing params

* make symbol upper in polygon fx pairs

* fix fixedincome integration tests (#5564)

* Fixing charting api integration tests (#5562)

* fixing charting api integration tests

* black

* fix stocks less five API fails

* fix the 5 failing stocks integration tests

* recapture fmp stock news unit test

* fix fmp forex api test

* couple more forex integration fixes

* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change

* ruff

* fix ta

* add missing param

* fix testers for the api

* fix globalnews to use images instead of image

* remove unncessary pandas import

* econcal int tests

* update gitignore

* fix get_querystring to support lists

* add missing parameters

---------

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

* Stock Historical standardization and UX improvements (#5457)

* polygon add interval standard param

* attempt at standardization

* Alpha Vantage params standardization

* rename `get_intervals` and fixed bug for extracting wrong value

* missed changing it in `extract_data`

* linting

* polygon cleanup

* modified `start_date` & `end_date` type to `datetime` from `dateType`

* standardized intrinio stock historical params

* fixed yfinance

* linting

* revert start and end date to dateType from datetime

* fix alpha vantage

* changed param

* fix intrinio infinite loop

* `validator` is `field_validator`

* revert time params and fixed intervals

* `outputsize` alias set in `Field`

* set interval description using in-build dict

* yfinance stock param standardization

* static

* intrinio cleanup

* Polygon add api params as `PrivateAttr`

* modified yfinance params to `PrivateAttr`

* intrinio remove overriding date params

* fixed description for AV adjusted param

* fix alpha vantage intraday not working

* re-record and pass unit tests

* pass integration tests

* Update test

---------

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

* Fix econcal endpoint (#5567)

* fix econcal for python interface

* fix econcal tests

* fix non supported json output

* Fixes FMP index endpoint to get 1 day interval data (#5535)

* fix FMP endpoint for getting index data for `1day` interval

* fix `open` type to prevent validation error

* modifed `validator` to `field_validator`

* type of fields is `StrictFloat`

* re-record and pass test

* linting

* `validator` -> `field_validator`, a3'd everything

* Fix regression in tests. Lint

* updating the integration test actions

* Fix typo

* Fix typo

* Fix import

* Publish versions `a3` to Pypi (#5568)

* bump versions and script to publish

* small improvements

* uncomment exception

* openbb

* publishing guidelines

* improve docs

* add providers to economy api

* make symbol required in stock_quote

* Fix keys

* Fix oecd

* add comma

* revert

* Add quotes

* Sleep

* Improve tests

* Improve

* Feature/query transform (#5566)

* inject query into transform_data

* swap query and data

* update missing fetchers

* last test failing

* sig test fetcher

* black

* av add `query` to `transform_data` call

* transform_data: missing refactoring

* fix uvicorn command in the doc

* Automated examples (#5576)

* Automated examples

* Fix bug

* Lint

* static assets built on 3.8

* Revert "static assets built on 3.8"

This reverts commit fb82ff7bd9af92ed676d8f8047c31e74daf7b8b2.

* remove assets

* static assets on 3.8

* static assets on 3.8

* Wrap in quotes

* Improve wrap

* minor fix

* rebuild 3.8

* Fix bug

* Fix edge case

* Lint

* rebuild

---------

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

* use SecretStr for sensitive fields (#5578)

* use SecretStr for sensitive fields

* fix

* docstring

* Add tests for provider (#5583)

* Add tests for provider

* Test standard models

* Lint

* Fix standard model issues.

Co-authored-by: @the-praxs

* linting

* `symbol` -> `is_symbol` in `economy.index_search`

* static

---------

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

* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)

* add biztoc provider

* duplicate field

* black

* request headers

* recapture test

* move stuff around

* add integration tests

* duplicate OECD entry in dev_install

* duplicate entry for oecd in pyproject.toml

* Add Biztoc to workflow

* update readme: credentials

* Add Preferences to README

* improve tests

* fix biztoc

* obbject pylint

* Bug fix: serializ SecretStr before dumping to json

* export credentials as json (#5592)

* Check for wrong, changed, or outdated params. (#5597)

* Improving `economy.cpi` for the FRED data (#5602)

* remove multiindex using coding magic

* Update field descriptions

---------

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

* Improve error message.

* Improve

* Test tests (#5607)

* Test tests

* Add test

* 4.0.0a4 PyPI publishing (#5608)

* changes to publish

* fix mini conflict

* typo

* cleaned `descriptions.py`

* fix description in `cpi.py`

* Add ETF extension to v4 (#5609)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add ETF historical price from yfinance (#5610)

* Add etf extension with search data model

* Add FMP ETF search

* Add fetcher tests

* Add etf historical price standard model and route

* Add etf historical data from yfinance

* Add unit tests

* Fix linter error. Organize imports

* Update test data

* Revert common descriptions erased by CPI PR

* remove `symbol` from data for `stocks.ca.peers`

* Test docstrings (#5613)

* Test docstrings

* fix minor bugs w/@IgorWounds

* static only w/@IgorWounds

* fix `importance` param in `economy.econcal`

* right static only w/@IgorWounds

* Fix econcal and add tests to noxfile

* fix econcal static

* re-record

---------

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

* Clean up the newly created ETF extension (#5611)

* Add ETF to dev_install bundle

* Add integration tests for openbb-etf

* Patch integration test generator scripts to produce lintable code

* Add py.typed markers for extensions

* user preferences descriptions (#5593)

* user preferences descriptions

* typo

* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)

* coerce string type, add default=None

* add sec provider and FTD function

* update description

* ruff

* data model definitions in standard model already

* duplicate oecd entries in dev_install and pyproject

* actually commit

* integration test

* add stock search to SEC

* add company filings for SEC provider

* integration tests

* remove duplicated line

* ruff

* **kwargs in Transform Data

* some helper functions for later

* black

* add helper for mutual fund and etf lookup

* add some SEC lookup helpers to a new regulators extension

* black

* ruff

* fix test param

* take institution filter out of sec stock_search

* ruff

* remove URL that codespell doesn't like

* add cik-to-ticker map

* add litigations rss feed

* make openbb-regulators a dependency of openbb-sec

* add SIC search

* improve ftd and remove BeautifulSoup from SEC dependencies

* fix parsing the zip files pre-2009

* ruff

* update descriptions

* recapture ftd test

* tests params

* typo

* change limit param to 1 in test_sec_stock_ftd

* Add didiers to_records method (#5588)

* Add didiers to_records

* unused import

* Bring back polars + do what igor suggested

* Make the output consistent with what it was.

* Black ?

* spelling.  oops.  almost like we have a pre commit or something

* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)

* coerce string type, add default=None

* add price_performance endpoint from FMP

* black

* extra period in docstring

* ruff

* forgot one file

* Feature/ipo-calendar: V4 IPO Calendar (#5605)

* coerce string type, add default=None

* add intrinio ipo calendar

* fix typo

* sort __init__

* fix description

* make requested changes

* update test params

* black

* test updates

* etf integration

* Add disc router and WSJ provider

* OBBject extensions (#5612)

* changes to core

* bug?

* docstring

* doc

* Update credentials.py

* fix model_dump

* create extensions

* fix docstring

* doc

* revert change query_exc

* doc

* fix container test

* redirect obbject test patch

* doc

* rename method

* move decorator to extension file

* rename method extend_obbject

* changes in creds model

* avoid credential racing

* doc

* rename prop

* doc

* doc

* remove comment

* comment some code

* free extension names

* docstring

* doc

* docs

* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)

* coerce string type, add default=None

* adds fmp to economic calendar and fixes some things with TE

* ruff

* etf integration test

* missing provider for test

* rename te cassette to economic_calendar

* fix test

* rename tests

---------

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

* Add stocks disc endpoints (#5630)

* Add stocks disc endpoints

* Explicit

* Lint

* Add tests

* Bump timeout

* Feature/disc router (#5616)

* Add disc router and WSJ provider

* Lint

* Lint

* Move endpoints under ETF router

* Update etf_performance.py

* Add ETF info and sector exposure from FMP (#5620)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Fix linter errors after the merge

* Fix more linter errors

* Fix failing and add missing tests

* Fix integration tests

* Fix calendar ipo tests

* Add ETF holdings and holding report dates from FMP (#5629)

* Add ETF info from FMP

* Add integration tests

* Add unit tests

* Add etf sectors endpoint

* Add etf sectors fmp endpoint

* Omit nested sector list from fmp info data

* Update tests and test data

* Update test data

* Specify provider explicitly in integration tests

* Update tests

* Skip yfinance etf historical test

* Add etf holdings and holdings date routes and standard models

* Add fmp holdings and holding dates fetchers

* Update holdings fetcher to properly handle date object inputs

* Add unit tests

* Add integration tests

* Black after merge

* Fix test input data format

* Disc router for equities. (#5640)

* Disc router for equities.

* add tests

* Bug fixes in financial statements (#5537)

* `validator` to `field_validator` in standard models

* Polygon add `ttm` to `period` param

* Revert "Polygon add `ttm` to `period` param"

* Polygon add `ttm` to param `period`

* `EarningsCallTranscript` standard model removed `quarter` param

* use `tag` instead of `name` for correct field name

* fix url for intrinio income statement

* modified intrinio cash flow `transform_data` function

* set optional data fields and validate dates

* fix insider trading not fetching recent data

* linting

* refactoring

* refactoring

* set param alias in fmp stock insider provider model

* get all quarter data for intrinio

* add `limit` param to `stocks.fa.ins`

* refactoring and linting

* removed additional comment

* linting

* re-recorded and fix tests

* cash flow standard model field type to `StrictFloat`

* Intrinio cash flow model fixed to get all quarters' data

* linting

* refactoring

* financial statement standard model field type to `StrictFloat`

* Intrinio financial statement model get all quarter data

* set `period` type to `Optional[str]`

* add `period` param to balance sheet provider models

* add `period` param to cash flow provider models

* use alias in model dump

* remove `ttm` from `period` param

* revamped intrinio financials

* fixed incorrect description for `limit` param

* modified tests for `balance`, `cash` and `income`

* re-recorded tests

* skipped intrinio financial statement fetcher tests

* Add ETF county weighting command with FMP data (#5645)

* Remove code that wrongfully infers the filing date as end of quarter

* Add etf countries command with fmp data

* Add countries command to etf router

* Update sector and country weighting fmp models

* Fix docstring typo

* Add unit tests and update mock data

* Add integration tests for etf.countries

* Bring back missing integration tests

* Fix economic calendar integration tests

* fix missing data in intrinio financials

* removed inutile params from Polygon financial statement models

* Intrinio IPO overhaul

* tests fixed and re-recorded

* Add ETF holdings performance with FMP data (#5659)

* Add etf holdings performance endpoint

* Add tests

* Fix failing polygon fetcher tests

* Split long holdings lists into chunks and update test data

* Change chunk length to 500 tickers

* Add stock search from FMP (#5642)

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

* Feature/v4 pypi (#5579)

* improvements to the publish script

* move scripts

* initial script that builds the package

* adjustments on the docs

* test pypi workflow

* add hour and minute to version

* black

* ruff

* duplicate file

* moving files instead

* build throught the script instead

* update nox file

* integration tests workflow

* change workflow

* fix dev_install

* fix in sed cmd

* testing the platform only

* commenting out the publishing

* fix run commands

* improvements to the publish script and doc

* fix publish script

* updating the script and the workflow

* feature/v4-pypi nightly (#5589)

* init

* Update nightly.py

* cleanup

* init file

* not referencing dev_utils

* updating obb platform key

* revert

* Increase warmup time

* project name on pyproject and adding the --pre flag on readme

* moving to the build folder

* fix noxfile

* reflecting the moves on the import statements

* fix pyproject path

* ruff

* fix paths

* fix super typo

* update workflows

* moving the pypi terminal files into its folder

---------

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

* economy.calendar nasdaq (#5628)

* add quandl econcal

* unittest

* add integration tests

* replace &nbsp

* fix bug TE importance

* small fix

* remove stuff from quandl

* add nasdaq provider

* add nasdaq to install files

* Update test_economy_api.py

* test

* quandl leftovers

* remove quandl econcal test

* lint

* replace &nbsp

* ruff

* lint

* update nasdaq gmt

* validate countries

* here

* no need for this

* fix calendar tests

* static

* static

* remove error

* static

* readme + website

* readme

* remove changes TE

* typo

* fix unittest

* fix tests

* Update __init__.py

* Update economic_calendar.py

* revamped model and added helpers for date range

---------

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

* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)

* add nasdaq dividend calendar and move out of fundamental_analysis

* black

* ruff

* add random-user-agent to pyproject.toml

* add nasdaq ipo calendar

* add nasdaq flag for SPO to IPO calendar

* add spo test param

* black

* dividend test

* fix transform_query - nasdaq_calendar_ipo

* bring back different headers for ipo calendar

* remove references to test

* Add disc endpoints (#5660)

* Add Quandl top retail

* Add tests

* Add Seeking Alpha

* Add Filings

* Change Provider

* Fix test

* Add dev_install

* static

* static correct

* y u forget me

* updated deps

* static

---------

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

* using dev install (#5673)

* Expanding the `fixedincome` menu (#5655)

* models and fetcher

* making the fetcher visible

* std model

* adding the command

* improvements to the models

* typo

* adding the command

* imrpovements to dwpcr

* standard model for ecb int rates

* adding the fetcher for fred

* standard model of ice bofa

* add ice_bofa command

* ruff

* ice bofa fetcher

* moody std model

* moody

* std model

* add cp command

* unused import

* cp

* spot

* ruff

* hqm

* tmc

* ffrmc

* tbffr

* ruff

* typing fixes

* buggy dates

* fred fetcher tests

* ruff

* adding ecb as a provider

* adding new provider related stuff

* adding the new command eu_ycvr

* models

* test for ecb fetcher

* Feature/v4 fixedincome int tests (#5661)

* integration tests

* happy ruff

* mini adjustment

* ruff

* typo

* verbose type

* fix tests

* docstrings everywhere and an happy pydocstyle

* fix tests

* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)

* add user preference for storing cached data

* ruff

* fix tests?

* fix test key error..?

* etf integration test fix

* add cache dir to SEC

* black

* improve docs structure for V4 (#5586)

* improve docs structure for V4

* moving over changes

* Add Docs to the navbar

* add some, re-order sidebar

* fix sentence

* add docs install to source instructions

* insert a couple of links, fix a typo

* big terminal docs usage revamps

* improve toggle component for tutorials

* get rid of TOCs for all terminal docs for consistency and simplicity

* improve platform docs

* improve bot docs content structure

* remove index from bot docs

* improve ON THIS PAGE to only display TOC if at least 1 element

* make edit this page text and icon on same line

* add author and date to docs

* add basic syntax page to usage

* sidebar order for usage section

* move api start command to the top with the import python import

* some install page additions

* small improvement

* refactor routines section

* Update introduction-to-routines.md

* Update pipeline-of-commands.md

* Update introduction-to-routines.md

* Update routines-for-power-users.md

* Update community-routines.md

* update keyboard hotkey macros

* askobb page

* Update askobb-feature.md

* Update index.md

* Update index.md

* Update index.md

* Update index.md

* fix images

* remove HeadTitle from all files where it exist

* get rid of extra spacing in markdown

* small update

* small edit

* need index at the start because of main path when homepage of docs

* use openAI to create SEO for front matter on my behalf

* remove table of content from sdk page

* finish improving metadata SEO for SDK docs

* update duplicate header

* update HeadTitle to be more specific on product

* remove index from bot telegram reference

* delete duplicated title for platform reference

* another update

* Hotfix/econometrics export filename fix (#5508)

* fix: Modify 'load' behavior to append data to existing sheet

Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.

Resolves: #5472

* Added --export option for exporting to a desired file in /econometrics menu

* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.

* Revert `helper_funcs.py` to original state

* Made some arguments not required.

* Minor changes asked by @deeleeramone

* No sheet name

* black

---------

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

* FIX #5600 Updated the Twitter logo to X logo (#5601)

* Change Ultima paragraph (#5624)

* change ultima paragraph

* remove old paragraph

* Update CONTRIBUTING.md (#5623)

* mobile line-brake fixed (#5604)

In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.

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

* start PR so screenshots can get attached via GitHub website

* Update qa.md

* Docs/terminalpro and improvement (#5622)

* add first iteration of content for Terminal Pro

* Update index.md

* Update dashboards.md

* Update folders.md

* Update grouping.md

* Update report.md

* Update templates.md

* Update quick-start.md

* Update index.md

* Update index.md

* Update home.md

* Update news.md

* Update index.md

* Update index.md

* Update index.md

* Update data-provider.md

* Update chat-with-widget.md

* Update data-manipulation.md

* Update forecasting.md

* fix: images self closing tags

* fix: only pro visitors can see pro

* inter font

* improve SEO content and restructuring

* add new package for toggle on tutorials

* move folder around

* improve main page of each prod

* small updates and improvements

* fix logo above

* small improvement in headtitle for portfolio funcs

* fix typos from OpenAI's GPT-4

* fix _category_ json

* remove generic SEO words

* add script that generates SEO for documentation

* add missing file

* remove sdk warning message

* fix links for andrew

---------

Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: andrewkenreich <[email protected]>

* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)

* typo

* pro docs tab coloring

* sidebar selection blue

* redirecting missing

* Update crypto introduction.md

* titles

* another title

* Update crypto dd.md

* Update defi.md

* Update disc.md

* Update nft.md

* Update onchain.md

* Update ov.md

* Update introduction.md

updates URL

* Update introduction.md

add HeadTitle

* Update ba.md

* Update comparison.md

* Update dark-pool-shorts.md

* Update disc.md

* fix docs (#5646)

* Update fa.md

* Update gov.md

* Update ins.md

* Update tradinghours.md

* Delete website/content/terminal/menus/stocks/options/screener.md

* Update Options introduction.md

* Update screener head title

* Update screener TOC

* Update econometrics.md

* Update economy head title

* Update etf.md

* codespell

* Fix the redirect for intro to the correct url for docs (#5658)

* fix the redirect for intro to the correct url for docs

* fix code linting

---------

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

* Contributing guidelines (#5615)

* intro section

* what's expected sections

* improve sections

* improve sections and move how to add a data point

* moving qa under contributor

* better intro

* moving the sharing section

* better expectations

* small intro to the contributor guidelines

* moving things under the contributor section

* there is no pre commits on the platform yet

* dependency management

* best practices for extensions

* typo

* collapse options subfolder

* codespell

* Improve Pro documentation further (#5641)

* small improvement

* Fix TutorialVideo for mobile view

* main page terminal pro docs

* jose whelp

* placeholder index file that needs to be removed

* fix: fixes sidebar, removes unused index.md

* update link to api keys

* update api keys link

* fix hyperlinks in terminal helper

* fix a few more links

* fix some more links

* linter

* black linter

* improve main docs page for each product

* small refactor

* header to take to main page of product

* run OpenAI script to generate SEO for pro content

---------

Co-authored-by: jose-donato <[email protected]>

* Update folders.md

* Update integrate-your-own-backend.md

* Update index.md

* Update fixedincome.md

* url

* Update forecast.md

* Update settings.md (#5665)

* Update forex.md

* fix front matter (#5667)

* Fix conflict markers that got into markdown during previous merges

* Fix front matter list formatting

* Fix typo

* small thing

* fix hyperlinks

* Update .codespell.ignore

* output_type options

* Architectural considerations

* Update sidebar to hide pro section by default

* Minor copy changes

* TET pattern

* import statements

* clarification on preferences

* Minor copy changes

* Lint markdown and python

* fix: open index on collapsible root elements

* remove old content

* options title

* Fix linting errors

* Refactor sidebar label to url mapping condition

---------

Co-authored-by: andrewkenreich <[email protected]>
Co-authored-by: Danglewood <[email protected]>
Co-authored-by: hjoaquim <[email protected]>
Co-authored-by: Sandip Saha <[email protected]>
Co-authored-by: James Maslek <[email protected]>
Co-authored-by: professssor <[email protected]>
Co-authored-by: Farookh Zaheer Siddiqui <[email protected]>
Co-authored-by: MAX SHESTOV <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: jose-donato <[email protected]>
Co-authored-by: Mohamad Fadil <[email protected]>
Co-authored-by: Theodore Aptekarev <[email protected]>

* Add multi-ticker support to etf_countries (#5670)

* add multi-ticker support to etf_countries

* remove commented-out lines

* normalized percent points

* percent -> percentage

* Fix Nasdaq Econ Calendar Fetcher (#5668)

* fix nasdaq econ cal request

* more html tags

* add random-user-agent to pyproject

* another edge case - 24H -> 00:00

* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)

* add unusual options fro Intrinio

* test params

* move sorting

* Change type

* update FMP fetcher to use the V4 endpoint (#5681)

* Fix price performance not parsed correctly when there is only 1 ticker (#5678)

* Add crypto search standard model and FMP data for it (#5679)

* Apply renaming to news data (#5684)

* inegration complete

* reformatted for black

* fix ruff issues

* revised integration

* changes to versions in pyproject.toml and updated lock files

* Rename models

* Update tests

* Fix typos here and there

* Update routers

* Apply rename to ultima

* Properly mock api key

* Mock ultima api key

---------

Co-authored-by: Adi Sai <[email protected]>

* Feature/v4-market-snapshots: Adds full market snapshots (#5473)

* add stocks market snapshots from fmp

* add fmp fetcher test

* unused imports

* add polygon to market_snapshots

* update fmp market_snapshots

* black

* pydantic2 things

* updates

* change validate_obj to model_validate

* polygon cleanup

* tests

* descriptions

* black

* data description

* minor adjustments, using less local variables, improving readability and removing pandas

* better structure

* minor adjustments

* lint

* fix int tests

---------

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

* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)

* coerce string type, add default=None

* add polygon stock quote

* limit cleanup

* add greater/less than to params

* limit param

* black

* tests

* fix tests

* test_etf

* rename model and function to NBBO

* add standard model for nbbo

* improve standardization

* not redifining builtin max

* fix input params

* integration test params

* removing unused import

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

* revamped code

* re-recorded nbbo test

* added symbol validator

* added alias in field

* Stock news -> Company news

---------

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

* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)

* merge quandl nd nasdaq

* dev_install.py

* test param name

* economy python integration test

* Add more input types to data processing commands (#5453)

* adding more supported types to data processing commands

* ruff

* removing unused import

* docstrings

* data processing types covertion

* data description

* test filters

* ruff

* fix package builder tests

* ruff

* removing print

* Add stocks/dps module (#5638)

* short volume

* pyproject missed

* add sec short interest with days to cover

* Add FINRA OTC endopoint

* some tests

* rest of unit tests

* Integratin test scripts

* dev install

* linters caught by pre commit

* lines too long

* Last test files

* maybe it needs a lock file?

* thanks pratty

* Maybe ill actually listen to pratty next time

* sec test date freeze

* I cant hit buttons

* re record tests

* tests 3

* Stockgrid test

* regen int test

* more testing

* lint

* moved these fns

* dis killing me

* one more test

* last one

* Update integration tests

* Fix tests picking up wrong dps route

---------

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

* Rename Forex to Currency (#5687)

* restore fields as optional (#5686)

* Rename Crypto (#5689)

* added `crypto.price.historical`

* static

* fix tests

* fix incorrect label

* Move model from sec to finra (#5692)

* Update toml

* fixed deps

* add openbb-etf lock file

* cleanup

* cleanup (#5694)

* Rename Fixed Income (#5695)

* Rename Fixed Income

* Add routers

* Rename stocks to equity (#5688)

* Rename stocks folder

* Rename openbb_stocks package

* Rename routers

* Reroute equity menu

* Update routes based on feedback

* StockNews -> EquityNews

* StockInfo -> EquityProfile

* Rename Equity calendars

* Equity peers rename

* Rename discovery

* Rename fundamental

* Rename price command models

* Rename shorts

* Update charting router

* Fix seeking alpha upcoming release date

* Fix linting errors

* Update tests

* Fix tests

* Skip econometrics api tests because it's python only

* Update integration tests and test data

* Historical analyst estimates

* Skip cboe options chain test. Unable to record vcr cassette

* re-record cboe cassettes

* Document CBOE unit test creation caveats

---------

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

* Feature/files-for-igor: Adding a few standard models for Igor (#5699)

* add some standard models for Igor

* codespell

* update descriptions

* Add devtools metapackage (#5703)

* Add openbb-devtools metapackage

* adding devtools to the dev_install script

---------

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

* Rename econometrics commands to be more verbose (#5702)

* Expose command to model map (#5706)

* Rename ta qa (#5708)

* Rename ta folder

* Rename ta to technical

* Rename qa folder

* Rename qa to quantita…
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Reviewers

@jmaslek jmaslek jmaslek approved these changes

Assignees
No one assigned
Labels
platform OpenBB Platform release release branch v4 PRs for v4
Projects
None yet
Milestone
No milestone
Development

Successfully merging this pull request may close these issues.
5 participants
@deeleeramone @jmaslek @montezdesousa @hjoaquim @piiq