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[Release] Merge Release/4.3.1 Into Main #6618

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Aug 9, 2024
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559778c
[Release] 4.1.6 (#6266)
hjoaquim Apr 1, 2024
ad8df99
[Git] - Sync main dev (#6276)
montezdesousa Apr 1, 2024
4e0453a
[Feature] - Auto-build test (#6271)
IgorWounds Apr 1, 2024
fe7f11f
[BugFix] Typo on `openbb-quantitative` readme (#6272)
hjoaquim Apr 2, 2024
bc77e07
Add pull_request trigger for release branches in API Integration Test…
luqmanbello Apr 2, 2024
83d03bc
fix: serialize response before fastapi (#6279)
montezdesousa Apr 2, 2024
57deb8e
[Feature] - Annotated results (#6282)
montezdesousa Apr 3, 2024
daa4520
[Feature] - Merge reference.json and extension_map.json, plus docume…
montezdesousa Apr 4, 2024
4599893
update example notebook syntax for metadata change (#6287)
deeleeramone Apr 4, 2024
3f08e0f
[Feature] Add Forward Sales and EPS Estimates (#6269)
deeleeramone Apr 4, 2024
33d186f
[Feature] - Router descriptions (#6288)
montezdesousa Apr 5, 2024
3f4ab6e
Updated docs again (#6289)
colin99d Apr 5, 2024
40c8944
[BugFix] - Fix nested router descriptions (#6292)
montezdesousa Apr 9, 2024
153723d
[Feature] Adding interactive tables (#6290)
hjoaquim Apr 9, 2024
8fed63e
[BugFix] Fix the multiple items check (#6294)
hjoaquim Apr 9, 2024
0a64bd1
[HotFix] Add ETF holdings data param to Intrinio (#6293)
deeleeramone Apr 9, 2024
a255fa5
[Enhancement] - PyDocstyle Compliant (#6284)
IgorWounds Apr 9, 2024
72e322f
[BugFix] Handling negative timestamps on Windows (#6298)
hjoaquim Apr 10, 2024
9517491
[Enhancement] Improve Charting Extension Plots and Indicators (#6243)
deeleeramone Apr 10, 2024
1c26d24
[BugFix] `json_schema_extra` getting overridden (#6300)
hjoaquim Apr 10, 2024
3fc6acb
undocumented benzinga fields in response (#6304)
deeleeramone Apr 11, 2024
00cc450
[BugFix] Fix yFinance end_date filter when not intraday. (#6302)
deeleeramone Apr 11, 2024
3172b9e
[BugFix] Fix metadata creation (#6306)
hjoaquim Apr 11, 2024
b8d1846
[BugFix] - Provider is added to every response item (#6305)
montezdesousa Apr 12, 2024
40ce132
[BugFix] Fixes the API (#6309)
deeleeramone Apr 15, 2024
2c1e409
[Feature] - Update credential filters to v4 (#5949)
montezdesousa Apr 15, 2024
326f239
Add single widgets public endpoints examples (#6312)
DidierRLopes Apr 15, 2024
779708a
[BugFix] Charts: Fix Legend & Title Crowding in Jupyter (#6316)
deeleeramone Apr 17, 2024
510b938
[BugFix] Chunk FMP Price Performance URL For Large Lists (#6317)
deeleeramone Apr 17, 2024
f4db561
remove terminal related artifacts from build folder (#6307)
hjoaquim Apr 18, 2024
3d21325
[BugFix] Replace Platform Docker File. (#6321)
deeleeramone Apr 19, 2024
666db0b
Fix build failing for router-only extensions with no standard models …
piiq Apr 19, 2024
8ab4be9
[BugFix] Add Missing require_credentials=False In Nasdaq Fetchers (#6…
deeleeramone Apr 19, 2024
6cfc475
[BugFix] Adding safe timestamp conversion everywhere (#6299)
hjoaquim Apr 19, 2024
fe0debe
[Docs] Charting Documentation (#6303)
deeleeramone Apr 19, 2024
04d3af5
[Feature] - LLM mode (#6308)
IgorWounds Apr 19, 2024
e1af0a7
[Feature] Add Relative Rotation To `openbb-technical` and `openbb-cha…
deeleeramone Apr 19, 2024
8d2f8ba
[Release] 4.1.7 (#6325)
hjoaquim Apr 20, 2024
ca73a8b
Merge branch 'main' into develop
piiq Apr 20, 2024
929c858
Re update excel docs (#6329)
montezdesousa Apr 22, 2024
f18680a
Merge branch 'main' into develop
piiq Apr 22, 2024
ee42241
[Feature] EconDB Provider Extension With New Economy Endpoints. (#6313)
deeleeramone Apr 22, 2024
2ccf39d
Sync ruff in dev_tool with openbb_core (#6331)
montezdesousa Apr 22, 2024
6b3d6fb
add currency snapshots from polygon (#6333)
deeleeramone Apr 23, 2024
99b8597
[Feature] Async SEC (#6319)
deeleeramone Apr 23, 2024
9bfa378
[Feature] Warn limit number of countries in TE request (#6334)
hjoaquim Apr 23, 2024
3872738
[BugFix] Intrinio News (#6336)
deeleeramone Apr 24, 2024
b418288
Summarize Changelog (#6335)
IgorWounds Apr 24, 2024
3d9a8b3
rename the summarize changelog file (#6338)
luqmanbello Apr 24, 2024
baee6d8
Add pip install requests openai to the workflow file (#6341)
luqmanbello Apr 24, 2024
7f90d74
[BugFix] Intrinio Balance Sheet Period (#6343)
deeleeramone Apr 25, 2024
bd75a97
Move files used in gh actions from root (#6346)
montezdesousa Apr 26, 2024
b43364b
[Feature] OpenBB Platform CLI (#5302)
hjoaquim Apr 29, 2024
efe77be
Clean gitignore (#6347)
montezdesousa Apr 29, 2024
a502766
provider parameters were being removed bc not in signature (#6348)
hjoaquim Apr 29, 2024
4105ec4
ensure everything on the dataframe is a string (#6351)
hjoaquim Apr 29, 2024
9dce734
move linting rules from pyproject.toml to ruff.toml (#6350)
montezdesousa Apr 29, 2024
5f4ee56
[BugFix] Empty views on `econometrics` and `quantitative` (#6353)
hjoaquim Apr 30, 2024
cc15a77
[Feature] - Rename terminal folder (#6349)
montezdesousa Apr 30, 2024
e37c0c0
Remove OpenBB Terminal from docs page (#6354)
IgorWounds Apr 30, 2024
9a02e50
create a title out of the route being used to use it as table title (…
hjoaquim May 1, 2024
c459975
[BugFix] Intrinio EquityPriceHistorical - Return Error Message When I…
deeleeramone May 1, 2024
a0d580a
[Feature] - Display command providers (#6355)
montezdesousa May 1, 2024
4097033
avoid range index as it breaks interactive tables (#6360)
hjoaquim May 2, 2024
18115e4
[Enhancement] - Sanitize sensitive data from `.cli.his` (#6361)
IgorWounds May 2, 2024
cd4e36e
[BugFix] - Remove multiple .envs (#6363)
montezdesousa May 3, 2024
ec7ff94
[BugFix] SEC ETF Holdings - Try Catch for RemoteDisconnect Error (#6359)
deeleeramone May 6, 2024
380891d
[Feature] Improve `OBBject` Registry (#6364)
hjoaquim May 6, 2024
63723f7
[BugFix] Remove `Literal[None,...]` (#6371)
hjoaquim May 7, 2024
d3b9ce6
[BugFix] Set Chart Style Before Output (#6367)
deeleeramone May 7, 2024
5c0b36c
[BugFix] - Fix lowercase symbols (#6342)
IgorWounds May 7, 2024
756eebd
[Feature] Handle repeated non standard arguments (#6366)
hjoaquim May 7, 2024
101990d
Sync main and develop (#6373)
piiq May 7, 2024
e12aac1
[BugFix] - Fix tests for release (#6372)
IgorWounds May 7, 2024
99b0bb5
[Feature] EconDB Main Indicators (#6365)
deeleeramone May 7, 2024
9c0ef12
[BugFix] Ad 'x-' to json_schema_extra in Fields with unit_measurement…
deeleeramone May 8, 2024
1a49dfd
fix pandas warnings (#6375)
deeleeramone May 8, 2024
4d6074d
[BugFix] Fix Currency Search (#6380)
deeleeramone May 9, 2024
f191d16
[BugFix] Update SEC pyproject.toml (#6379)
deeleeramone May 9, 2024
0b9b12d
[Feature] - Redefined standard fields & multiple_items_allowed proper…
montezdesousa May 9, 2024
9bdc0f1
fix fmp (#6383)
deeleeramone May 9, 2024
83476ad
[Feature] Update chart creation so it doesn't break the command execu…
hjoaquim May 9, 2024
5bd4ae0
[Docs] Upgrade Docusaurus to v3 (#6386)
Disorrder May 10, 2024
13a6248
[Feature] Misc improvements on the Platform CLI (#6370)
hjoaquim May 10, 2024
c29200a
fallback to to_df() method when results are a string (#6388)
hjoaquim May 10, 2024
5b74280
[Feature] - Create repo assets directory (#6384)
montezdesousa May 10, 2024
ac3f10a
Security updates (#6387)
piiq May 10, 2024
ac745ad
[Feature] Remove i18n (#6390)
hjoaquim May 10, 2024
0139dbf
[Feature] Update CLI dependencies (#6389)
hjoaquim May 13, 2024
b99655a
[BugFix] - Remove unused old code (#6395)
IgorWounds May 13, 2024
6f9d46d
remove hold command and its references (#6399)
hjoaquim May 13, 2024
1dd8bf3
fix: alias credentials with uppercase (#6400)
montezdesousa May 13, 2024
f47e7ad
Fix Excel Data Slicer page. (#6396)
IgorWounds May 13, 2024
627f7f9
[BugFix] - Remove logos (#6404)
montezdesousa May 13, 2024
4ed5f05
[Feature] CLI README (#6402)
hjoaquim May 13, 2024
10dddfd
[BugFix] - Explicit error message when return type is not an OBBject …
IgorWounds May 13, 2024
922fc54
[BugFix] Fix broken `--sheet-name` argument (#6401)
hjoaquim May 14, 2024
29dfc7b
expose error message on request fail (#6406)
deeleeramone May 14, 2024
2ac1af3
[BugFix] Make `paper_bgcolor` transparent in PyWry backend (#6385)
deeleeramone May 14, 2024
17a7e7d
[BugFix] Econ Calendar (#6392)
deeleeramone May 14, 2024
0eee602
[Feature] Add Forward PE Estimates (#6398)
deeleeramone May 14, 2024
88cdd75
[Feature] Custom Provider choices available on the `reference.json` (…
hjoaquim May 14, 2024
0769378
[BugFix] - Replace python-jose by PyJWT (#6407)
montezdesousa May 14, 2024
c2f5f7a
[Feature] Styling adjustments (#6408)
hjoaquim May 14, 2024
ca09493
add platform imgs (#6410)
hjoaquim May 14, 2024
f87c21e
[Feature] Main README (#6403)
hjoaquim May 14, 2024
a116d9b
[Feature] - OpenBB Platform CLI Unit tests (#6397)
IgorWounds May 14, 2024
8d060dc
[Feature] CLI docs (#6362)
hjoaquim May 14, 2024
05322de
add linux stuff to pre-requisites (#6411)
deeleeramone May 14, 2024
174d7e6
Improve web security (#6405)
piiq May 14, 2024
c61d10d
Update the license of the code in this repo to AGPL (#6415)
piiq May 14, 2024
74652ec
missed unit_measurements (#6416)
deeleeramone May 15, 2024
8399043
[BugFix] - Update GitHub workflows (#6418)
montezdesousa May 15, 2024
cc8263a
[Release] 4.2.0 (#6420)
hjoaquim May 15, 2024
4c4f57f
[BugFix] - `dev_install.py` updates (#6424)
montezdesousa May 16, 2024
e124457
[BugFix] Clear Linting Items (#6423)
deeleeramone May 17, 2024
3df4e05
[BugFix] Do Intrinio News TO-DOs -> Remove workaround because they fi…
deeleeramone May 17, 2024
7efe96c
[Feature] Small CLI docs style improvements (#6429)
hjoaquim May 17, 2024
d903bf8
fmp key metrics (#6428)
deeleeramone May 17, 2024
b33e563
[Feature] OpenBB Platform DevContainer (#6426)
hjoaquim May 17, 2024
b7b5e40
[BugFix] FMP Screener - Convert sector param choices to lower_snake_c…
deeleeramone May 18, 2024
ef311a1
[Feature] Balance Of Payments For FRED (#6431)
deeleeramone May 20, 2024
be75bfe
[Feature] Improve Exception handlers (#6430)
montezdesousa May 20, 2024
c65c4ad
use shlex for spliting the user input (#6436)
hjoaquim May 20, 2024
96ade73
fix: only update credentials on login (#6437)
montezdesousa May 20, 2024
6fd00e7
remove space from literals (#6438)
hjoaquim May 20, 2024
e292237
[Feature] Deprecate `etf.holdings_performance` endpoint (#6441)
hjoaquim May 20, 2024
bffd88f
[Feature] Forward EBITDA (#6433)
deeleeramone May 20, 2024
bf20807
[Feature] Compare Company Facts (SEC) (#6444)
deeleeramone May 21, 2024
9265247
add bs4 to sec pyproject.toml (#6440)
deeleeramone May 21, 2024
1994b34
[BugFix] Bump anyio & sync pre-commit, openbb-devtools and GitHub wor…
montezdesousa May 21, 2024
c4de0a8
Remove xlsx export from CLI's interactive tables (#6439)
piiq May 21, 2024
6a10598
Remove PDF export capabilities (#6442)
piiq May 21, 2024
ce57dfc
fix: add back api.dockerfile (#6449)
montezdesousa May 21, 2024
63b8d60
Update requests and idna to patched versions (#6448)
piiq May 21, 2024
8baf4d7
[Feature] Government Yield Curves + Chart (#6417)
deeleeramone May 21, 2024
f91791d
[BugFix] Revamp the usage of list syntax on routines (#6450)
hjoaquim May 22, 2024
7531e1d
fix: move api.dockerfile (#6454)
montezdesousa May 22, 2024
3a8a71d
[Docs] Refactor Docs Pages For Diataxis (#6315)
deeleeramone May 22, 2024
60ff2bd
[Release] 4.2.1 (#6453)
hjoaquim May 22, 2024
1e46549
Run linters on changed files only (#6458)
montezdesousa May 23, 2024
aefd921
[BugFix] Fix Codespell Linting Errors (#6464)
deeleeramone May 24, 2024
5ff4d89
[BugFix] Fix Seeking Alpha (#6461)
deeleeramone May 25, 2024
5fecd9d
[BugFix] Add `json_schema_extra` With Choices To Provider 'period' Fi…
deeleeramone May 26, 2024
27d448e
default API settings (#6466)
deeleeramone May 27, 2024
af6fa04
[Feature] Options Chains From YFinance (#6468)
deeleeramone May 27, 2024
8d51761
fix Q4 label sub (#6465)
deeleeramone May 27, 2024
bfad015
fix empty build fail (#6462)
deeleeramone May 27, 2024
d3802c5
make same PR as the one to main (#6472)
deeleeramone May 29, 2024
01a71a8
[Feature] Set provider fallback based on credentials (#6446)
montezdesousa May 29, 2024
0085221
[Feature] Add Central Bank Holdings (Federal Reserve) (#6469)
deeleeramone May 29, 2024
919d5a6
Adding OECD Endpoints (CPI + Share Price Index) (#6157)
jmaslek May 29, 2024
d80a5ed
[Feature] More OECD - House Price Index, Immediate Interest Rate (#6473)
deeleeramone May 30, 2024
0b3e286
[Feature] Add Retail Prices to Economy (#6474)
deeleeramone Jun 2, 2024
8a63c2d
[Bugfix] Remove svg export (#6476)
hjoaquim Jun 3, 2024
f860c6d
[Feature] Optional choices (#6463)
hjoaquim Jun 4, 2024
784cecb
[BugFix] Pre release fixes (#6478)
montezdesousa Jun 4, 2024
b6e56b1
Merge branch 'main' into develop (#6479)
montezdesousa Jun 4, 2024
e0be8cd
[Release] 4.2.2 (#6481)
montezdesousa Jun 5, 2024
a52b24c
[BugFix] - Fix pylint possibly-used-before-assignment (#6484)
montezdesousa Jun 5, 2024
d7a9e66
[Feature] ICE BofAML Bond Indices (FRED) (#6486)
deeleeramone Jun 7, 2024
aa7bccc
[Feature] CLI logging (#6487)
hjoaquim Jun 7, 2024
174f289
[Feature] Generate settings menu from pydantic model (#6489)
montezdesousa Jun 12, 2024
1a283b6
[Feature] Create openbb-cli .dockerfile and update docs (#6485)
montezdesousa Jun 12, 2024
413cce8
remove remember contexts setting (#6496)
hjoaquim Jun 12, 2024
99d2256
no prints when exporting (#6497)
hjoaquim Jun 12, 2024
8b9f461
[Enhancement] Convert Params Models To Dictionary Before Assigning As…
deeleeramone Jun 13, 2024
7e30ffc
chore: fix interval bug in the pynb (#6435)
jzhao62 Jun 13, 2024
3db89da
Fix issue in earnings transcript not allowing FY 2025 to be retrieved…
jmaslek Jun 14, 2024
650912b
add mortgage indices (#6501)
deeleeramone Jun 16, 2024
c5e1668
[Feature] Intrinio Delayed Options (#6505)
deeleeramone Jun 16, 2024
5ec2db7
[BugFix] Replace some base exceptions by OpenBBError (#6502)
montezdesousa Jun 17, 2024
6445b97
[Feature] Adds Router Path For Economic Surveys (#6498)
deeleeramone Jun 17, 2024
5c79635
[Feature] Charting Modularity (#6477)
hjoaquim Jun 18, 2024
fdfacc8
[Feature] Improved cached results (#6506)
hjoaquim Jun 18, 2024
d465f22
[Feature] Store defaults in hub account (#6491)
montezdesousa Jun 18, 2024
1a990ba
[Enhancement] Fixed Income Enhancements (#6490)
deeleeramone Jun 18, 2024
b9c866c
Merge `main` with `develop` (#6515)
hjoaquim Jun 19, 2024
f4a865e
econdb context manager (#6512)
deeleeramone Jun 19, 2024
3e2d8b5
Release/4.2.3 (#6514)
hjoaquim Jun 19, 2024
050b156
[Feature] Add Nasdaq To Equity Screener (#6521)
deeleeramone Jun 20, 2024
85b683a
Patch test (#6523)
IgorWounds Jun 20, 2024
a800f23
Clarify (#6518)
IgorWounds Jun 20, 2024
186e112
Merge 'main' into 'develop' (#6527)
montezdesousa Jun 20, 2024
826cbcd
Hotfix/fix-chart - Fix data hand off. (#6511)
deeleeramone Jun 20, 2024
ea61e6d
[Enhancement] Improve provider fallback message (#6507)
montezdesousa Jun 20, 2024
604b69c
[BugFix] Exclude default values when model dumping (#6516)
montezdesousa Jun 20, 2024
919cb02
Release/openbb charting 2.1.3 (#6528)
hjoaquim Jun 21, 2024
99153d4
fix: test openapi.json (#6530)
montezdesousa Jun 22, 2024
041e224
[BugFix] Raise on "Error Message" with FMP Econ Calendar (#6534)
deeleeramone Jun 24, 2024
faa1e89
[Feature] `to_df` where `results` is a model of arrays. (#6510)
deeleeramone Jun 24, 2024
8cde1a3
Merge branch 'main' into 'develop' (#6540)
montezdesousa Jun 24, 2024
83e7314
Delete website folder (#6541)
montezdesousa Jun 24, 2024
befdcfc
[Feature] - Add derivates historical chart (#6520)
IgorWounds Jun 26, 2024
37903a1
[Feature] - CLI integration tests (#6533)
IgorWounds Jun 26, 2024
5e69ce3
[Feature] Improvements to handling charts on the CLI `results` (#6544)
hjoaquim Jun 26, 2024
34122c4
fixing local variable 'export' referenced before assignment (#6545)
hjoaquim Jun 26, 2024
cbd3cb5
[Feature] Merge main with dev (#6552)
hjoaquim Jun 28, 2024
c63b3c8
Security updates (#6531)
piiq Jul 1, 2024
a064524
[Feature] Improve PyPi publishing tool (#6542)
montezdesousa Jul 1, 2024
4c7f1f6
Bump supported python version in toml files (#6556)
piiq Jul 2, 2024
5c1a1ef
[Feature] - Add Futures Curve Chart (#6547)
IgorWounds Jul 2, 2024
ecede0b
[BugFix] Release fixes (#6560)
montezdesousa Jul 2, 2024
0bd6cd0
[BugFix] Update openbb-charting With Numpy Dependency. (#6562)
deeleeramone Jul 3, 2024
8877f61
[BugFix] Fix OECD Unemployment Age Brackets & Fix `No module named 'p…
deeleeramone Jul 4, 2024
5ba5472
[BugFix] Fix Provider Interface Body Assignment Of Dict-Like Paramete…
deeleeramone Jul 4, 2024
94b4cd0
Fix gh stars chart history + mention pro at the top (#6568)
DidierRLopes Jul 8, 2024
b116df2
add primary dealer positioning (#6566)
deeleeramone Jul 9, 2024
8ac72c6
[BugFix] Charting Integration Tests (#6569)
hjoaquim Jul 9, 2024
7c33152
[Feature] Extract provider to logs (#6565)
jmaslek Jul 9, 2024
82fa129
[Bugfix] Uncover cmd len warn (#6536)
hjoaquim Jul 9, 2024
78445ce
[Feature] Delay/Optimize Imports (#6532)
deeleeramone Jul 9, 2024
61ea77c
[Release] 4.3.0 (#6570)
montezdesousa Jul 9, 2024
113a84e
bump version (#6575)
hjoaquim Jul 10, 2024
91dd57f
[Feature] Add Nonfarm Payrolls To `economy.survey` (#6571)
deeleeramone Jul 10, 2024
afb8a53
Fix 404 Error (#6579)
deeleeramone Jul 10, 2024
0c601d2
[Feature] Add PCE (Personal Consumption Expenditures) reports to Econ…
deeleeramone Jul 11, 2024
5f8b067
[BugFix] Update Extension `lock` Files For `certifi 2024.7.4` (#6580)
deeleeramone Jul 11, 2024
017ce1c
[BugFix] Clean Up Nominal GDP & Add EconDB As Provider (#6581)
deeleeramone Jul 13, 2024
258dc00
delete devcontainer (#6582)
deeleeramone Jul 13, 2024
0ed04fa
didn't quite get all the lock files (#6583)
deeleeramone Jul 13, 2024
9be525d
function cleanup (#6584)
deeleeramone Jul 13, 2024
869d917
[BugFix] Fix `gdp.forecast` (#6585)
deeleeramone Jul 16, 2024
504b69f
[BugFix] Fix CLI Interactive Tables Not Opening (#6588)
deeleeramone Jul 17, 2024
2a967c6
[BugFix] Fix OECD GDP Real + Add EconDB To Endpoint (#6589)
deeleeramone Jul 18, 2024
422d050
fix syntax for Pandas dropping the name of field when is applied. (#…
deeleeramone Jul 18, 2024
6deabd7
raise EmptyDataError when no results returned (#6592)
deeleeramone Jul 18, 2024
b588309
[BugFix] CLI: /technical/sma --chart (#6594)
deeleeramone Jul 19, 2024
938e0ae
[Feature] Add Fred Release Tables (#6595)
deeleeramone Jul 21, 2024
c587a14
[Feature] Add TIPS Yields (to maturity) (#6597)
deeleeramone Jul 22, 2024
306be1e
Highlight agents repo on README (#6596)
DidierRLopes Jul 22, 2024
eaeadbc
[Feature] Remove Deprecated Fields From Equity Historical (#6598)
deeleeramone Jul 24, 2024
558fe26
[BugFix] Bump `linearmodels` and `arch` Version (#6600)
deeleeramone Jul 28, 2024
586df54
[Feature] PyWry Optional With Charting (#6590)
deeleeramone Jul 29, 2024
a4ed8ab
[Feature] Add Finviz Screener Presets (V3 Compatible) (#6601)
deeleeramone Jul 30, 2024
29066b1
[Feature] OptionsChains Properties (#6564)
deeleeramone Aug 1, 2024
0f39546
Update develop with main (#6606)
piiq Aug 1, 2024
802d7fb
fix rogue percent value (#6607)
deeleeramone Aug 2, 2024
804a67f
[Enhancement] Consolidate OECD Interest Rate Endpoints as a Single Fu…
deeleeramone Aug 2, 2024
d5dfe84
[BugFix] FRED Release Table: Fix Date Parsing For Format Variation (#…
deeleeramone Aug 4, 2024
4500132
[Feature] Add Historical Market Cap (#6603)
deeleeramone Aug 4, 2024
dd49c5f
[BugFix] Fix ReferenceGenerator Unions and Choices (#6599)
deeleeramone Aug 5, 2024
972874b
[BugFix] Fix Yfinance Discovery Percent Values (#6611)
deeleeramone Aug 6, 2024
3a25aa8
[Feature] Replace Nasdaq SP500 Multiples With Direct Source (#6609)
deeleeramone Aug 8, 2024
853d4ff
Merge branch 'main' into 'develop' (#6612)
montezdesousa Aug 8, 2024
c534158
release 4.3.1 (#6613)
deeleeramone Aug 8, 2024
3e24fd6
release static files (#6616)
deeleeramone Aug 8, 2024
b27df0d
merge develop into main
deeleeramone Aug 8, 2024
5830f86
rebuild static
deeleeramone Aug 8, 2024
0eeff8b
merge artifact
deeleeramone Aug 8, 2024
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13 changes: 0 additions & 13 deletions .devcontainer/devcontainer.json

This file was deleted.

1 change: 1 addition & 0 deletions .github/workflows/general-linting.yml
Original file line number Diff line number Diff line change
Expand Up @@ -63,6 +63,7 @@ jobs:
# Run linters for openbb_platform | cli
if [ -n "${{ env.diff_files }}" ]; then
black --diff --check ${{ env.diff_files }}
mypy ${{ env.diff_files }} --ignore-missing-imports --scripts-are-modules --check-untyped-defs
pydocstyle ${{ env.diff_files }}
pylint ${{ env.diff_files }}
ruff check ${{ env.diff_files }}
Expand Down
2 changes: 1 addition & 1 deletion .github/workflows/gh-branch-name-check.yml
Original file line number Diff line number Diff line change
Expand Up @@ -60,7 +60,7 @@ jobs:
if: steps.check-comment.outputs.commentExists == 'false'
run: |
reason="${{ steps.check-develop-branch.outputs.reason }}${{ steps.check-main-branch.outputs.reason }}"
gh pr comment ${{ github.event.pull_request.number }} --body "$reason Please review our [branch naming guidelines](https://github.com/OpenBB-finance/OpenBB/blob/develop/CONTRIBUTING.md#branch-naming-conventions)."
gh pr comment ${{ github.event.pull_request.number }} --body "$reason Please review our [branch naming guidelines](https://docs.openbb.co/platform/developer_guide/github#branch-naming-conventions)."
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

Expand Down
3 changes: 3 additions & 0 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -21,7 +21,10 @@ Offers access to equity, options, crypto, forex, macro economy, fixed income, an

Sign up to the [OpenBB Hub](https://my.openbb.co/login) to get the most out of the OpenBB ecosystem.

We have also open source an AI financial analyst agent that can access all the data within OpenBB, and that repo can be found [here](https://github.com/OpenBB-finance/openbb-agents).

---

If you are looking for the first AI financial terminal for professionals, the OpenBB Terminal Pro can be found at [pro.openbb.co](https://pro.openbb.co)

<a href="https://pro.openbb.co">
Expand Down
7 changes: 7 additions & 0 deletions assets/extensions/provider.json
Original file line number Diff line number Diff line change
Expand Up @@ -137,6 +137,13 @@
"website": "https://intrinio.com",
"instructions": "Go to: https://intrinio.com/starter-plan\n\n![Intrinio](https://user-images.githubusercontent.com/85772166/219207556-fcfee614-59f1-46ae-bff4-c63dd2f6991d.png)\n\nAn API key will be issued with a subscription. Find the token value within the account dashboard."
},
{
"packageName": "openbb-multpl",
"optional": true,
"description": "Public broad-market data published to https://multpl.com.",
"credentials": [],
"website": "https://www.multpl.com/"
},
{
"packageName": "openbb-nasdaq",
"optional": true,
Expand Down
12 changes: 7 additions & 5 deletions cli/openbb_cli/argparse_translator/argparse_translator.py
Original file line number Diff line number Diff line change
Expand Up @@ -400,22 +400,23 @@ def execute_func(
"""
kwargs = self._unflatten_args(vars(parsed_args))
kwargs = self._update_with_custom_types(kwargs)

provider = kwargs.get("provider")
provider_args = []
provider_args: List = []
if provider and provider in self.provider_parameters:
provider_args = self.provider_parameters[provider]
else:
for args in self.provider_parameters.values():
provider_args.extend(args)

# remove kwargs that doesn't match the signature or provider parameters
# remove kwargs not matching the signature, provider parameters, or are empty.
kwargs = {
key: value
for key, value in kwargs.items()
if key in self.signature.parameters or key in provider_args
if (
(key in self.signature.parameters or key in provider_args)
and (value or value is False)
)
}

return self.func(**kwargs)

def parse_args_and_execute(self) -> Any:
Expand All @@ -426,6 +427,7 @@ def parse_args_and_execute(self) -> Any:
Any: The return value of the original function.
"""
parsed_args = self._parser.parse_args()

return self.execute_func(parsed_args)

def translate(self) -> Callable:
Expand Down
2 changes: 2 additions & 0 deletions cli/openbb_cli/controllers/base_platform_controller.py
Original file line number Diff line number Diff line change
Expand Up @@ -232,6 +232,8 @@ def method(self, other_args: List[str], translator=translator):
fig = obbject.chart.fig if obbject.chart else None
if not export:
obbject.show()
elif session.settings.USE_INTERACTIVE_DF and not export:
obbject.charting.table()
else:
if isinstance(df.columns, pd.RangeIndex):
df.columns = [str(i) for i in df.columns]
Expand Down
32 changes: 7 additions & 25 deletions cli/openbb_cli/controllers/utils.py
Original file line number Diff line number Diff line change
Expand Up @@ -16,11 +16,8 @@
import numpy as np
import pandas as pd
import requests
from openbb import obb
from openbb_charting.core.backend import create_backend, get_backend
from openbb_cli.config.constants import AVAILABLE_FLAIRS, ENV_FILE_SETTINGS
from openbb_cli.session import Session
from openbb_core.app.model.charts.charting_settings import ChartingSettings
from openbb_core.app.model.obbject import OBBject
from pytz import all_timezones, timezone
from rich.table import Table
Expand Down Expand Up @@ -303,20 +300,6 @@ def return_colored_value(value: str):
return f"{value}"


def _get_backend():
"""Get the Platform charting backend."""
try:
return get_backend()
except ValueError:
# backend might not be created yet
charting_settings = ChartingSettings(
system_settings=obb.system, user_settings=obb.user # type: ignore
)
create_backend(charting_settings)
get_backend().start(debug=charting_settings.debug_mode)
return get_backend()


# pylint: disable=too-many-arguments
def print_rich_table( # noqa: PLR0912
df: pd.DataFrame,
Expand Down Expand Up @@ -385,7 +368,7 @@ def print_rich_table( # noqa: PLR0912
isinstance(df[col].iloc[x], pd.Timestamp)
for x in range(min(10, len(df)))
):
df[col] = pd.to_numeric(df[col], errors="ignore")
df[col] = df[col].apply(pd.to_numeric)
except (ValueError, TypeError):
df[col] = df[col].astype(str)

Expand All @@ -396,7 +379,7 @@ def _get_headers(_headers: Union[List[str], pd.Index]) -> List[str]:
output = list(_headers)
if len(output) != len(df.columns):
raise ValueError("Length of headers does not match length of DataFrame.")
return output
return output # type: ignore

if session.settings.USE_INTERACTIVE_DF:
df_outgoing = df.copy()
Expand All @@ -414,10 +397,7 @@ def _get_headers(_headers: Union[List[str], pd.Index]) -> List[str]:
if col == "":
df_outgoing = df_outgoing.rename(columns={col: " "})

# ensure everything on the dataframe is a string
df_outgoing = df_outgoing.applymap(str)

_get_backend().send_table(
session._backend.send_table( # type: ignore # pylint: disable=protected-access
df_table=df_outgoing,
title=title,
theme=session.user.preferences.table_style,
Expand Down Expand Up @@ -1014,12 +994,14 @@ def handle_obbject_display(
if obbject.chart:
obbject.show(**kwargs)
else:
obbject.charting.to_chart(**kwargs)
obbject.charting.to_chart(**kwargs) # type: ignore
if export:
fig = obbject.chart.fig
fig = obbject.chart.fig # type: ignore
df = obbject.to_dataframe()
except Exception as e:
session.console.print(f"Failed to display chart: {e}")
elif session.settings.USE_INTERACTIVE_DF:
obbject.charting.table() # type: ignore
else:
df = obbject.to_dataframe()
print_rich_table(
Expand Down
19 changes: 19 additions & 0 deletions cli/openbb_cli/session.py
Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,9 @@
from typing import Optional

from openbb import obb
from openbb_charting.core.backend import create_backend, get_backend
from openbb_core.app.model.abstract.singleton import SingletonMeta
from openbb_core.app.model.charts.charting_settings import ChartingSettings
from openbb_core.app.model.user_settings import UserSettings as User
from prompt_toolkit import PromptSession

Expand All @@ -17,11 +19,26 @@
from openbb_cli.models.settings import Settings


def _get_backend():
"""Get the Platform charting backend."""
try:
return get_backend()
except ValueError:
# backend might not be created yet
charting_settings = ChartingSettings(
system_settings=obb.system, user_settings=obb.user # type: ignore
)
create_backend(charting_settings)
get_backend().start(debug=charting_settings.debug_mode) # type: ignore
return get_backend()


class Session(metaclass=SingletonMeta):
"""Session class."""

def __init__(self):
"""Initialize session."""

self._obb = obb
self._settings = Settings()
self._style = Style(
Expand All @@ -34,6 +51,8 @@ def __init__(self):
self._prompt_session = self._get_prompt_session()
self._obbject_registry = Registry()

self._backend = _get_backend()

@property
def user(self) -> User:
"""Get platform user."""
Expand Down
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