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Release/3.2.0 #5243

Merged
merged 67 commits into from
Jul 24, 2023
Merged

Release/3.2.0 #5243

merged 67 commits into from
Jul 24, 2023

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jmaslek
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@jmaslek jmaslek commented Jul 24, 2023

Description

  • Summary of the change / bug fix.
  • Link # issue, if applicable.
  • Screenshot of the feature or the bug before/after fix, if applicable.
  • Relevant motivation and context.
  • List any dependencies that are required for this change.

How has this been tested?

  • Please describe the tests that you ran to verify your changes.
  • Provide instructions so we can reproduce.
  • Please also list any relevant details for your test configuration.
  • Make sure affected commands still run in terminal
  • Ensure the SDK still works
  • Check any related reports

Checklist:

Others

  • I have performed a self-review of my own code.
  • I have commented my code, particularly in hard-to-understand areas.

andrewkenreich and others added 30 commits June 21, 2023 20:31
* fix: TA ma's empty if not enough data for window

* Update test_load_options.yaml
* Adds Topledger on-chain data

* Update with Review Comments

* Updates API Documentation for Topledger API

* Removes Duplicate entry from trail_map

* Updates Topledger Org Slugs & API keys

* Fix Linting Error

* Fix Linting Error

* Fix Linting Error

* Fix pylint errors

* Fix onchain_controller test for help text

---------

Co-authored-by: Deepak Khatri <3785149+dkdocs@users.noreply.github.com>
* save session on oauth login

* avoid `asyncio.run` if in a running loop

* tests

* fix economy rtps
* fix intrinio stocks load

* update test_stocks_helper

* makes --monthly --weekly work

* pytest

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
…5165)

* update README.md with optionsChains

* uploads the notebook file

* fix nasdaq load

* Adds a cell for the IV skew smile

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
…#5174)

* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
* change plotlyjs download to run in thread

* Update backend.py
* bump langchain and llama

* Pin scipy

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
* remove economy/rtps

* remove ta/rsp

* Forgot the sdk

* remove  from stocks/ta choices

* remove terminal ta intro reference

* remove sdk economy intro reference

* remove from integration tests

* delete gpt index txt files

* more .md files to remove

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Edit txt files and generate docstore

* crlf -> lf

* Unused files
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Update overlap_view.py

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix prompt typo

* Update banner.txt

* rewrite prompt on test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix #5190

* Add quarterly back to polygon cash flow

* Add some to stocks statics

* lint

* Fix tests + balance all of a sudden not working
…, equity reports (#5183)

* improve autoscaling/dynamic loading, fix forex candle charts

* updates

* Update plotly_helper.py

* fix?

* fix table date sorting, localize forex load

* tests

* tests?

* ugh tests

* Update test_display_debt.txt

* Update test_get_debt.csv

* Update forex_helper.py

* close #5182

* fix `crypto/dd/info` tables not loading due to `dict` object in dataframe values

* Update parent_classes.py

* tables: show full value on hover, fix year only filtering. on reset use queue if logged in

* lint + first batch of test fix

* tests pt2

* Tests v3

* Pylint

* typo

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix prompt typo

* Update banner.txt

* rewrite prompt on test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix #5190

* Add quarterly back to polygon cash flow

* Add some to stocks statics

* lint

* Fix tests + balance all of a sudden not working
…, equity reports (#5183)

* improve autoscaling/dynamic loading, fix forex candle charts

* updates

* Update plotly_helper.py

* fix?

* fix table date sorting, localize forex load

* tests

* tests?

* ugh tests

* Update test_display_debt.txt

* Update test_get_debt.csv

* Update forex_helper.py

* close #5182

* fix `crypto/dd/info` tables not loading due to `dict` object in dataframe values

* Update parent_classes.py

* tables: show full value on hover, fix year only filtering. on reset use queue if logged in

* lint + first batch of test fix

* tests pt2

* Tests v3

* Pylint

* typo

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Update treasury command to get directly from fed

* test

* Fix the codespell lint

* Mypy

* help text

* mypy + askobb update

* pylint now

* Fix #5190

* Fix report

* ruff life

* Fix #5172

* economy report titles

* Make the chart nicer
@jmaslek jmaslek merged commit c8de358 into main Jul 24, 2023
@reviewpad reviewpad bot added the feat XL Extra Large feature label Jul 24, 2023
@piiq piiq deleted the release/3.2.0 branch August 14, 2023 14:43
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10 participants