Bug fixes in financial statements

openbb_platform/extensions/stocks/integration/test_stocks_api.py

@@ -19,8 +19,6 @@ def headers():
         ({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
         (
             {
-                "type": "reported",
-                "year": 2022,
                 "provider": "intrinio",
                 "symbol": "AAPL",
                 "period": "annual",
@@ -117,8 +115,6 @@ def test_stocks_fa_cal(params, headers):
         ({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
         (
             {
-                "type": "reported",
-                "year": 2022,
                 "provider": "intrinio",
                 "symbol": "AAPL",
                 "period": "annual",
@@ -290,8 +286,6 @@ def test_stocks_fa_est(params, headers):
         ({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
         (
             {
-                "type": "reported",
-                "year": 2022,
                 "provider": "intrinio",
                 "symbol": "AAPL",
                 "period": "annual",
@@ -373,8 +367,8 @@ def test_stocks_fa_income_growth(params, headers):
         (
             {
                 "symbol": "AAPL",
-                "transactionType": "P-Purchase",
-                "page": 1,
+                "transaction_type": "P-Purchase",
+                "limit": 10,
                 "provider": "fmp",
             }
         )
@@ -609,7 +603,7 @@ def test_stocks_fa_split(params, headers):
 
 @pytest.mark.parametrize(
     "params",
-    [({"symbol": "AAPL", "year": 2023, "quarter": 1})],
+    [({"symbol": "AAPL", "year": 2023})],
 )
 @pytest.mark.integration
 def test_stocks_fa_transcript(params, headers):

openbb_platform/extensions/stocks/integration/test_stocks_python.py

@@ -23,8 +23,6 @@ def obb(pytestconfig):
         ({"symbol": "AAPL", "period": "annual", "limit": 12}),
         (
             {
-                "type": "reported",
-                "year": 2022,
                 "provider": "intrinio",
                 "symbol": "AAPL",
                 "period": "annual",
@@ -121,8 +119,6 @@ def test_stocks_fa_cal(params, obb):
         ({"symbol": "AAPL", "period": "annual", "limit": 12}),
         (
             {
-                "type": "reported",
-                "year": 2022,
                 "provider": "intrinio",
                 "symbol": "AAPL",
                 "period": "annual",
@@ -289,8 +285,6 @@ def test_stocks_fa_est(params, obb):
         ({"symbol": "AAPL", "period": "annual", "limit": 12}),
         (
             {
-                "type": "reported",
-                "year": 2022,
                 "provider": "intrinio",
                 "symbol": "AAPL",
                 "period": "annual",
@@ -366,8 +360,8 @@ def test_stocks_fa_income_growth(params, obb):
         (
             {
                 "symbol": "AAPL",
-                "transactionType": "P-Purchase",
-                "page": 1,
+                "transaction_type": ["P-Purchase"],
+                "limit": 10,
             }
         ),
     ],
@@ -580,7 +574,7 @@ def test_stocks_fa_split(params, obb):
 @pytest.mark.parametrize(
     "params",
     [
-        ({"symbol": "AAPL", "year": 2023, "quarter": 1}),
+        ({"symbol": "AAPL", "year": 2023}),
     ],
 )
 @pytest.mark.integration

openbb_platform/platform/provider/openbb_provider/standard_models/balance_sheet.py

@@ -7,9 +7,9 @@
 )
 from typing import List, Literal, Optional, Set, Union
 
-from pydantic import Field, NonNegativeInt, field_validator
+from pydantic import Field, NonNegativeInt, StrictFloat, field_validator
 
-from openbb_provider.abstract.data import Data, StrictInt
+from openbb_provider.abstract.data import Data
 from openbb_provider.abstract.query_params import QueryParams
 from openbb_provider.utils.descriptions import DATA_DESCRIPTIONS, QUERY_DESCRIPTIONS
 
@@ -18,14 +18,16 @@ class BalanceSheetQueryParams(QueryParams):
     """Balance Sheet query."""
 
     symbol: str = Field(description=QUERY_DESCRIPTIONS.get("symbol", ""))
-    period: Literal["annual", "quarter"] = Field(
-        default="annual", description=QUERY_DESCRIPTIONS.get("period", "")
+    period: Optional[Literal["annual", "quarter"]] = Field(
+        default="annual",
+        description=QUERY_DESCRIPTIONS.get("period", ""),
     )
-    limit: NonNegativeInt = Field(
-        default=12, description=QUERY_DESCRIPTIONS.get("limit", "")
+    limit: Optional[NonNegativeInt] = Field(
+        default=5, description=QUERY_DESCRIPTIONS.get("limit", "")
     )
 
     @field_validator("symbol", mode="before", check_fields=False)
+    @classmethod
     def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
         """Convert symbol to uppercase."""
         if isinstance(v, str):
@@ -52,127 +54,132 @@ class BalanceSheetData(Data):
         default=None, description="Reporting period of the statement."
     )
 
-    cash_and_cash_equivalents: Optional[StrictInt] = Field(
+    cash_and_cash_equivalents: Optional[StrictFloat] = Field(
         default=None, description="Cash and cash equivalents"
     )
-    short_term_investments: Optional[StrictInt] = Field(
+    short_term_investments: Optional[StrictFloat] = Field(
         default=None, description="Short-term investments"
     )
-    long_term_investments: Optional[StrictInt] = Field(
+    long_term_investments: Optional[StrictFloat] = Field(
         default=None, description="Long-term investments"
     )
 
-    inventory: Optional[StrictInt] = Field(default=None, description="Inventory")
-    net_receivables: Optional[StrictInt] = Field(
+    inventory: Optional[StrictFloat] = Field(default=None, description="Inventory")
+    net_receivables: Optional[StrictFloat] = Field(
         default=None, description="Receivables, net"
     )
 
-    marketable_securities: Optional[StrictInt] = Field(
+    marketable_securities: Optional[StrictFloat] = Field(
         default=None, description="Marketable securities"
     )
-    property_plant_equipment_net: Optional[StrictInt] = Field(
+    property_plant_equipment_net: Optional[StrictFloat] = Field(
         default=None, description="Property, plant and equipment, net"
     )
-    goodwill: Optional[StrictInt] = Field(default=None, description="Goodwill")
+    goodwill: Optional[StrictFloat] = Field(default=None, description="Goodwill")
 
-    assets: Optional[StrictInt] = Field(default=None, description="Total assets")
-    current_assets: Optional[StrictInt] = Field(
+    assets: Optional[StrictFloat] = Field(default=None, description="Total assets")
+    current_assets: Optional[StrictFloat] = Field(
         default=None, description="Total current assets"
     )
-    other_current_assets: Optional[StrictInt] = Field(
+    other_current_assets: Optional[StrictFloat] = Field(
         default=None, description="Other current assets"
     )
-    intangible_assets: Optional[StrictInt] = Field(
+    intangible_assets: Optional[StrictFloat] = Field(
         default=None, description="Intangible assets"
     )
-    tax_assets: Optional[StrictInt] = Field(
+    tax_assets: Optional[StrictFloat] = Field(
         default=None, description="Accrued income taxes"
     )
-    other_assets: Optional[StrictInt] = Field(default=None, description="Other assets")
-    non_current_assets: Optional[StrictInt] = Field(
+    non_current_assets: Optional[StrictFloat] = Field(
         default=None, description="Total non-current assets"
     )
-    other_non_current_assets: Optional[StrictInt] = Field(
+    other_non_current_assets: Optional[StrictFloat] = Field(
         default=None, description="Other non-current assets"
     )
 
-    account_payables: Optional[StrictInt] = Field(
+    account_payables: Optional[StrictFloat] = Field(
         default=None, description="Accounts payable"
     )
-    tax_payables: Optional[StrictInt] = Field(
+    tax_payables: Optional[StrictFloat] = Field(
         default=None, description="Accrued income taxes"
     )
-    deferred_revenue: Optional[StrictInt] = Field(
+    deferred_revenue: Optional[StrictFloat] = Field(
         default=None, description="Accrued income taxes, other deferred revenue"
     )
-    other_assets: Optional[StrictInt] = Field(default=None, description="Other assets")
-    total_assets: Optional[StrictInt] = Field(default=None, description="Total assets")
+    other_assets: Optional[StrictFloat] = Field(
+        default=None, description="Other assets"
+    )
+    total_assets: Optional[StrictFloat] = Field(
+        default=None, description="Total assets"
+    )
 
-    long_term_debt: Optional[StrictInt] = Field(
+    long_term_debt: Optional[StrictFloat] = Field(
         default=None,
         description="Long-term debt, Operating lease obligations, Long-term finance lease obligations",
     )
-    short_term_debt: Optional[StrictInt] = Field(
+    short_term_debt: Optional[StrictFloat] = Field(
         default=None,
         description="Short-term borrowings, Long-term debt due within one year, "
         "Operating lease obligations due within one year, "
         "Finance lease obligations due within one year",
     )
 
-    liabilities: Optional[StrictInt] = Field(
+    liabilities: Optional[StrictFloat] = Field(
         default=None, description="Total liabilities"
     )
-    other_current_liabilities: Optional[StrictInt] = Field(
+    other_current_liabilities: Optional[StrictFloat] = Field(
         default=None, description="Other current liabilities"
     )
-    current_liabilities: Optional[StrictInt] = Field(
+    current_liabilities: Optional[StrictFloat] = Field(
         default=None, description="Total current liabilities"
     )
-    total_liabilities_and_total_equity: Optional[StrictInt] = Field(
+    total_liabilities_and_total_equity: Optional[StrictFloat] = Field(
         default=None, description="Total liabilities and total equity"
     )
-    other_liabilities: Optional[StrictInt] = Field(
-        default=None, description="Other liabilities"
-    )
-    other_non_current_liabilities: Optional[StrictInt] = Field(
+    other_non_current_liabilities: Optional[StrictFloat] = Field(
         default=None, description="Other non-current liabilities"
     )
-    non_current_liabilities: Optional[StrictInt] = Field(
+    non_current_liabilities: Optional[StrictFloat] = Field(
         default=None, description="Total non-current liabilities"
     )
-    total_liabilities_and_stockholders_equity: Optional[StrictInt] = Field(
+    total_liabilities_and_stockholders_equity: Optional[StrictFloat] = Field(
         default=None, description="Total liabilities and stockholders' equity"
     )
-    other_stockholder_equity: Optional[StrictInt] = Field(
+    other_stockholder_equity: Optional[StrictFloat] = Field(
         default=None, description="Other stockholders equity"
     )
-    total_stockholders_equity: Optional[StrictInt] = Field(
+    total_stockholders_equity: Optional[StrictFloat] = Field(
         default=None, description="Total stockholders' equity"
     )
-    other_liabilities: Optional[StrictInt] = Field(
+    other_liabilities: Optional[StrictFloat] = Field(
         default=None, description="Other liabilities"
     )
-    total_liabilities: Optional[StrictInt] = Field(
+    total_liabilities: Optional[StrictFloat] = Field(
         default=None, description="Total liabilities"
     )
 
-    common_stock: Optional[StrictInt] = Field(default=None, description="Common stock")
-    preferred_stock: Optional[StrictInt] = Field(
+    common_stock: Optional[StrictFloat] = Field(
+        default=None, description="Common stock"
+    )
+    preferred_stock: Optional[StrictFloat] = Field(
         default=None, description="Preferred stock"
     )
 
-    accumulated_other_comprehensive_income_loss: Optional[StrictInt] = Field(
+    accumulated_other_comprehensive_income_loss: Optional[StrictFloat] = Field(
         default=None, description="Accumulated other comprehensive income (loss)"
     )
-    retained_earnings: Optional[StrictInt] = Field(
+    retained_earnings: Optional[StrictFloat] = Field(
         default=None, description="Retained earnings"
     )
-    minority_interest: Optional[StrictInt] = Field(
+    minority_interest: Optional[StrictFloat] = Field(
         default=None, description="Minority interest"
     )
-    total_equity: Optional[StrictInt] = Field(default=None, description="Total equity")
+    total_equity: Optional[StrictFloat] = Field(
+        default=None, description="Total equity"
+    )
 
     @field_validator("symbol", mode="before", check_fields=False)
+    @classmethod
     def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
         """Convert symbol to uppercase."""
         if isinstance(v, str):