Merge pull request #6618 from OpenBB-finance/release/4.3.1

[Release] Merge Release/4.3.1 Into Main
OpenBB-finance · Aug 9, 2024 · a9aec9f · a9aec9f
2 parents fe649ac + 0eeff8b
commit a9aec9f
Show file tree

Hide file tree

Showing 347 changed files with 79,448 additions and 36,497 deletions.
diff --git a/.devcontainer/devcontainer.json b/.devcontainer/devcontainer.json
diff --git a/.github/workflows/general-linting.yml b/.github/workflows/general-linting.yml
@@ -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 }}

diff --git a/.github/workflows/gh-branch-name-check.yml b/.github/workflows/gh-branch-name-check.yml
@@ -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 }}
 

diff --git a/README.md b/README.md
@@ -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">

diff --git a/assets/extensions/provider.json b/assets/extensions/provider.json
@@ -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,

diff --git a/cli/openbb_cli/argparse_translator/argparse_translator.py b/cli/openbb_cli/argparse_translator/argparse_translator.py
@@ -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:
@@ -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:

diff --git a/cli/openbb_cli/controllers/base_platform_controller.py b/cli/openbb_cli/controllers/base_platform_controller.py
@@ -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]

diff --git a/cli/openbb_cli/controllers/utils.py b/cli/openbb_cli/controllers/utils.py
@@ -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
@@ -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,
@@ -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)
 
@@ -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()
@@ -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,
@@ -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(

diff --git a/cli/openbb_cli/session.py b/cli/openbb_cli/session.py
@@ -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
 
@@ -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(
@@ -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."""