diff --git a/.codespell.skip b/.codespell.skip index f83dcca0908d..1c827e0dd8dc 100644 --- a/.codespell.skip +++ b/.codespell.skip @@ -1,5 +1,6 @@ ./tests .git +*.bat *.css *.csv *.html @@ -8,6 +9,7 @@ *.js *.json *.lock +*.nsi *.scss *.txt *.yaml diff --git a/.github/workflows/README.md b/.github/workflows/README.md index 50c9587d9dc3..a661e0370a07 100644 --- a/.github/workflows/README.md +++ b/.github/workflows/README.md @@ -71,7 +71,7 @@ It consists of two jobs: `code-linting` and `markdown-link-check`. The first job, `code-linting`, runs on an Ubuntu machine and performs several linting tasks on the code in the repository, including: - Checking out the code from the repository -- Setting up Python 3.9 +- Setting up Python 3.10 - Installing a number of Python packages necessary for the linting tasks - Running `bandit` to check for security vulnerabilities - Running `black` to check the code formatting diff --git a/.github/workflows/general-linting.yml b/.github/workflows/general-linting.yml index 54c05ba6c936..0931630a3e04 100644 --- a/.github/workflows/general-linting.yml +++ b/.github/workflows/general-linting.yml @@ -91,3 +91,6 @@ jobs: - name: json-yaml-validate id: json-yaml-validate uses: GrantBirki/json-yaml-validate@v2.0.0 + with: + yaml_exclude_regex: "construct.yaml" + use_gitignore: false diff --git a/.github/workflows/macos-build.yml b/.github/workflows/macos-build.yml new file mode 100644 index 000000000000..28ba5bd0565b --- /dev/null +++ b/.github/workflows/macos-build.yml @@ -0,0 +1,218 @@ +name: MacOS Build + +env: + OPENBB_LOG_COLLECT: false + OPENBB_USE_PROMPT_TOOLKIT: false + OPENBB_FILE_OVERWRITE: true + PIP_DEFAULT_TIMEOUT: 100 + PYTHONNOUSERSITE: 1 + +on: workflow_dispatch + +concurrency: + group: ${{ github.workflow }}-${{ github.ref }} + cancel-in-progress: true + +jobs: + M1-MacOs-Build: + name: M1 MacOS Build + runs-on: [self-hosted, macos, ARM64] + steps: + # Checkout repository main branch. this allows for the commit hashes to line up + - name: Checkout + uses: actions/checkout@v3 + - name: Git Log + run: git log + # The following commands to clear previous PATHS and restore to defaults since we have to maintain the instance ourselves + - name: Clean Previous Path + run: | + export PATH="" + export PATH="/usr/local/bin:/usr/bin:/bin:/usr/sbin:/sbin" + echo $PATH + # Set up caching for conda env so that the workflow runs quickly after the first time + - name: Setup Conda Caching + uses: actions/cache@v3 + with: + path: ~/conda_pkgs_dir + key: conda-macos-3-10-${{ hashFiles('build/conda/environments/constructor.yml') }} + # Set up miniconda using the environment yaml file within the repo + - name: Setup Miniconda + uses: conda-incubator/setup-miniconda@v3.0.4 + with: + miniconda-version: "latest" + auto-update-conda: true + channels: conda-forge,defaults + show-channel-urls: true + channel-priority: flexible + environment-file: build/conda/environments/constructor.yml + activate-environment: constructor + auto-activate-base: false + + - name: Creating Application Keychain + env: + MACOS_CERTIFICATE: ${{ secrets.MACOS_CERTIFICATE }} + MACOS_CERTIFICATE_PWD: ${{ secrets.MACOS_CERTIFICATE_PWD }} + MACOS_KEYCHAIN_PWD: ${{ secrets.MACOS_KEYCHAIN_PWD }} + MACOS_CODESIGN_IDENTITY: ${{ secrets.MACOS_CODESIGN_IDENTITY }} + run: + | # when pushing to main, make to generate new cert, and utilize secrets to store new password, and identity + echo "Ensuring Keychain with same name does not exist" + rm -rf /Users/openbb/Library/Keychains/build.keychain-db + echo "Decoding certificate" + echo $MACOS_CERTIFICATE | base64 --decode > certificate.p12 + echo "Creating Keychain" + security create-keychain -p $MACOS_KEYCHAIN_PWD build.keychain + echo "Setting Default Keychain" + security default-keychain -s build.keychain + echo "Unlocking Keychain" + security unlock-keychain -p $MACOS_KEYCHAIN_PWD build.keychain + echo "Importing Keychain" + security import certificate.p12 -k build.keychain -P $MACOS_CERTIFICATE_PWD -T /usr/bin/codesign + echo "Setting Partition List" + security set-key-partition-list -S apple-tool:,apple:,codesign: -s -k $MACOS_KEYCHAIN_PWD build.keychain + + - name: Create Signed Package + env: + MACOS_INSTALLER_KEYCHAIN_PWD: ${{ secrets.MACOS_INSTALLER_KEYCHAIN_PWD }} + MACOS_INSTALLER_SIGNING_IDENTITY_NAME: ${{ secrets.MACOS_CODESIGN_INSTALLER_IDENTITY_NAME }} + MACOS_APPLICATION_SIGNING_IDENTITY: ${{ secrets.MACOS_CODESIGN_IDENTITY }} + run: | + security unlock-keychain -p $MACOS_INSTALLER_KEYCHAIN_PWD install.keychain + echo "signing_identity_name: $MACOS_INSTALLER_SIGNING_IDENTITY_NAME" >> build/conda/installer/construct.yaml + echo "notarization_identity_name: $MACOS_APPLICATION_SIGNING_IDENTITY" >> build/conda/installer/construct.yaml + cd build/conda && constructor installer/. && cd ../../ + mv build/conda/OpenBB-Platform-MacOSX-arm64.pkg OpenBB-Platform-MacOSX-arm64.pkg + shell: bash -l {0} + + - name: Deleting Previous Keychain + run: | + echo "Deleting Previous Keychain to Clean Instance" + rm -rf /Users/openbb/Library/Keychains/build.keychain-db + + - name: Clean up Build Artifacts + run: | + rm -rf build/conda/tmp + + - name: Notarize DMG + env: + NOTARIZE_APPLE_ID: ${{ secrets.NOTARIZE_APPLE_ID }} + NOTARIZE_APPLE_PWD: ${{ secrets.NOTARIZE_APPLE_PWD }} + NOTARIZE_APPLE_TEAM_ID: ${{ secrets.NOTARIZE_APPLE_TEAM_ID }} + run: | + xcrun notarytool submit OpenBB-Platform-MacOSX-arm64.pkg --apple-id "$NOTARIZE_APPLE_ID" --password "$NOTARIZE_APPLE_PWD" --team-id "$NOTARIZE_APPLE_TEAM_ID" --wait + + - name: Staple + run: | + xcrun stapler staple OpenBB-Platform-MacOSX-arm64.pkg + + - name: Save Build Artifact PKG + uses: actions/upload-artifact@v3 + with: + name: OpenBBM1.pkg + path: OpenBB-Platform-MacOSX-arm64.pkg + + - name: Clean up Build Artifacts + run: | + rm OpenBB-Platform-MacOSX-arm64.pkg + + # Job to build the MacOS Intel version of the Terminal=================================== + Intel-MacOs-Build: + name: Intel MacOS Build + runs-on: [self-hosted, macos, x64] + steps: + # Checkout repository main branch. this allows for the commit hashes to line up + - name: Checkout + uses: actions/checkout@v3 + - name: Git Log + run: git log + # The following commands to clear previous PATHS and restore to defaults since we have to maintain the instance ourselves + - name: Clean Previous Path + run: | + export PATH="" + export PATH="/usr/local/bin:/usr/bin:/bin:/usr/sbin:/sbin" + echo $PATH + # Set up caching for conda env so that the workflow runs quickly after the first time + - name: Setup Conda Caching + uses: actions/cache@v3 + with: + path: ~/conda_pkgs_dir + key: conda-macos-3-10-${{ hashFiles('build/conda/environments/constructor.yml') }} + # Set up miniconda using the environment yaml file within the repo + - name: Setup Miniconda + uses: conda-incubator/setup-miniconda@v3.0.4 + with: + miniconda-version: "latest" + auto-update-conda: true + channels: conda-forge,defaults + show-channel-urls: true + channel-priority: flexible + environment-file: build/conda/environments/constructor.yml + activate-environment: constructor + auto-activate-base: false + + - name: Creating Application Keychain + env: + MACOS_CERTIFICATE: ${{ secrets.MACOS_CERTIFICATE }} + MACOS_CERTIFICATE_PWD: ${{ secrets.MACOS_CERTIFICATE_PWD }} + MACOS_KEYCHAIN_PWD: ${{ secrets.MACOS_KEYCHAIN_PWD }} + MACOS_CODESIGN_IDENTITY: ${{ secrets.MACOS_CODESIGN_IDENTITY }} + run: + | # when pushing to main, make to generate new cert, and utilize secrets to store new password, and identity + echo "Ensuring Keychain with same name does not exist" + rm -rf /Users/openbb/Library/Keychains/build.keychain-db + echo "Decoding certificate" + echo $MACOS_CERTIFICATE | base64 --decode > certificate.p12 + echo "Creating Keychain" + security create-keychain -p $MACOS_KEYCHAIN_PWD build.keychain + echo "Setting Default Keychain" + security default-keychain -s build.keychain + echo "Unlocking Keychain" + security unlock-keychain -p $MACOS_KEYCHAIN_PWD build.keychain + echo "Importing Keychain" + security import certificate.p12 -k build.keychain -P $MACOS_CERTIFICATE_PWD -T /usr/bin/codesign + echo "Setting Partition List" + security set-key-partition-list -S apple-tool:,apple:,codesign: -s -k $MACOS_KEYCHAIN_PWD build.keychain + + - name: Create Signed Package + env: + MACOS_INSTALLER_KEYCHAIN_PWD: ${{ secrets.MACOS_INSTALLER_KEYCHAIN_PWD }} + MACOS_INSTALLER_SIGNING_IDENTITY_NAME: ${{ secrets.MACOS_CODESIGN_INSTALLER_IDENTITY_NAME }} + MACOS_APPLICATION_SIGNING_IDENTITY: ${{ secrets.MACOS_CODESIGN_IDENTITY }} + run: | + security unlock-keychain -p $MACOS_INSTALLER_KEYCHAIN_PWD install.keychain + echo "signing_identity_name: $MACOS_INSTALLER_SIGNING_IDENTITY_NAME" >> build/conda/installer/construct.yaml + echo "notarization_identity_name: $MACOS_APPLICATION_SIGNING_IDENTITY" >> build/conda/installer/construct.yaml + cd build/conda && constructor installer/. && cd ../../ + mv build/conda/OpenBB-Platform-MacOSX-x86_64.pkg OpenBB-Platform-MacOSX-x86_64.pkg + shell: bash -l {0} + + - name: Deleting Previous Keychain + run: | + echo "Deleting Previous Keychain to Clean Instance" + rm -rf /Users/openbb/Library/Keychains/build.keychain-db + + - name: Clean up Build Artifacts + run: | + rm -rf build/conda/tmp + + - name: Notarize DMG + env: + NOTARIZE_APPLE_ID: ${{ secrets.NOTARIZE_APPLE_ID }} + NOTARIZE_APPLE_PWD: ${{ secrets.NOTARIZE_APPLE_PWD }} + NOTARIZE_APPLE_TEAM_ID: ${{ secrets.NOTARIZE_APPLE_TEAM_ID }} + run: | + xcrun notarytool submit OpenBB-Platform-MacOSX-x86_64.pkg --apple-id "$NOTARIZE_APPLE_ID" --password "$NOTARIZE_APPLE_PWD" --team-id "$NOTARIZE_APPLE_TEAM_ID" --wait + + - name: Staple + run: | + xcrun stapler staple OpenBB-Platform-MacOSX-x86_64.pkg + + - name: Save Build Artifact PKG + uses: actions/upload-artifact@v3 + with: + name: OpenBBIntel.pkg + path: OpenBB-Platform-MacOSX-x86_64.pkg + + - name: Clean up Build Artifacts + run: | + rm OpenBB-Platform-MacOSX-x86_64.pkg diff --git a/.gitignore b/.gitignore index d83e60b4d3f6..514c141e3ef7 100644 --- a/.gitignore +++ b/.gitignore @@ -55,3 +55,9 @@ openbb_platform/openbb/package/* # Dev Container env obb/* + +# OpenBB Distribution +!build/conda/installer/*.sh +*.pkg +*.exe +build/conda/tmp diff --git a/.pre-commit-config.yaml b/.pre-commit-config.yaml index b9e72f4cdf0f..9ad9e0fcb4d1 100644 --- a/.pre-commit-config.yaml +++ b/.pre-commit-config.yaml @@ -3,6 +3,7 @@ repos: rev: v4.4.0 hooks: - id: check-yaml + exclude: 'construct.yaml' - id: end-of-file-fixer exclude_types: [css, markdown, text, svg] - id: trailing-whitespace diff --git a/build/conda/README.md b/build/conda/README.md new file mode 100644 index 000000000000..a3e47cdf7249 --- /dev/null +++ b/build/conda/README.md @@ -0,0 +1,38 @@ +# OpenBB Platform Installer + +The code in this folder creates a packaged installer for the OpenBB Platform, using Conda Constructor. + +The installers can be created for Windows (.exe), MacOS (.pkg). + +The installer is distributed with a Conda environment that contains Python and package management tools. + +The dependencies required to run the application are installed from PyPI by the constructor's post_install script. They are installed by poetry and are defined in the `installer/assets/openbb_platform_installer/pyproject.toml` file. + +The version of Python is defined in the `construct.yaml` file. It is set for 3.12. + +## Build Instructions + +**In order to build the installer, conda should be already installed and initialized your current shell profile.** + +Navigate into the `build/conda` folder and then begin. + +1. Create the Conda environment. + - `conda env create --file environments/constructor.yml` +2. Activate the environment. + - `conda activate constructor` +3. Build the installer. + - `constructor installer/.` + +## For when we have a full NSIS + +To check nsis file - run + +```batch +miniconda3\envs\constructor\NSIS\makensis.exe /V2 assets\installer.nsi +``` + +gives better output for errors + +```batch +miniconda3\envs\constructor\NSIS\makensis.exe /V4 assets\installer.nsi +``` diff --git a/build/conda/environments/constructor.yml b/build/conda/environments/constructor.yml new file mode 100644 index 000000000000..21d8d69aec12 --- /dev/null +++ b/build/conda/environments/constructor.yml @@ -0,0 +1,10 @@ +name: constructor +channels: + - conda-forge + - defaults +dependencies: + - conda-build + - constructor>=3.9.3 + - six + - urllib3 + - requests diff --git a/build/conda/installer/README.md b/build/conda/installer/README.md new file mode 100644 index 000000000000..68f634755f66 --- /dev/null +++ b/build/conda/installer/README.md @@ -0,0 +1,247 @@ +# OpenBB Platform + +Thanks for installing the OpenBB Platform. To get the most out of your experience, we recommend reviewing the contents of this document. + +If you have never used Python before, don't worry, your first time is just a double-click away. The sections below outline everything you need to know for getting started. + +## What Did I Install? + +This is a kitted out development container for Pythonic, open source, financial research. It has everything you need to get started immediately. + +Included, is a complete installation of the OpenBB Platform and CLI, along with Conda and Jupyter Notebook, in an isolated Python 3.12 Conda environment. + +If you already have an installation of Conda or Anaconda, the version in this folder will not rely on, interfere, or share base environment paths with, existing versions. + +Tools for managing, updating, and building environments allow you to take full control of your installation, as well as quickly spin up new containers within this project folder. + +Follow the quick start steps below to get started using right away; or, open one of the shortcuts described below. + +If you want to build your own end points, connections, and features, try installing the [example extensions](#examples) + +## OpenBB Terminal Pro Quick Start + +- Login to the [OpenBB Hub](https://my.openbb.co) +- Optionally, add API keys for remote authorization on the page [here](https://my.openbb.dev/app/platform/credentials). + - If credentials have been added, from the sidebar, click on 'Personal Access Token'. + - Generate a token and copy the value to the clipboard. +- Optionally, from the sidebar, click on 'Widgets' to filter out any provider extensions or endpoints you wish to exclude. + - Without filtering, there will be well over 300 individual widgets. This will narrow the field and focus on only what you need. + - After configuring, download the file ("widget_settings.json") and save it to, `~/.openbb_platform`. The "Settings" shortcut takes you there. +- Double-click on the `openbb-api` shortcut. +- If you generated a personal access token, paste the values that were copied to the clipboard and hit the return key. + - Enter y/n to persist the downloaded credentials on the local machine for future sessions. + +- By default, the server will be running on: [http://127.0.0.1:6900](http://127.0.0.1:6900) + +- Login to OpenBB Terminal Pro [here](https://pro.openbb.co) +- From the sidebar, click on, "Data Connectors". +- Then click on the button, "Add Data". +- In the pop-up menu, select "Custom Backend". +- Enter a name for the connection - i.e, "OpenBB Platform" +- Enter the address the server is running on - i.e, "http://127.0.0.1:6900" +- **Ensure that "Validate Widgets" is set to "No".** +- Click on the "Test" button. +- Finally, click on the "Add" button. + +The OpenBB Platform API widgets can now be added to any dashboard. For a more detailed version of these instructions, see the documentation page [here](https://docs.openbb.co/pro/custom-backend) + +## Shortcuts + +At the root of the installation folder (where this document is) are shortcuts for launchers and to key file locations. + +- Bash (Windows: CMD): Opens a command line shell with the base Conda environment activated. Activate the OpenBB environment with: + - Mac/Linux: `source activate obb` + - Windows: `conda activate obb` +- Environments: Shortcut to the root "envs" folder, where the `obb` and any created environments are stored. + - "widgets.json" is located in the "assets" subdirectory. +- openbb-api: Opens a Terminal window and launches the OpenBB API, with optional prompts to login with your OpenBB Hub PAT. +- openbb-cli: Opens a Terminal window and launches the OpenBB CLI (formerly OpenBB Terminal). +- openbb-ipython: Opens a Terminal window and starts an IPython session with the OpenBB Platform package imported. +- openbb-notebook: Opens a Terminal window, starts the Jupyter development server, and opens a browser window with the Notebook application. +- OpenBBUserData: Shortcut to the OpenBBUserData folder. Files exported from CLI are saved here. +- Settings: Shortcut to the `~/.openbb_platform` location where `.env` files and `user_settings.json` are stored. + - If you cannot see the ".env" file, set Finder/Explorer to display hidden/system files. +- Update: Opens a Terminal window and updates the OpenBB Platform environment (obb) and packages. + +## Command Line Entry Points + +There are several command line entry points available when either: +- The OpenBB Platform environment (obb) is active. +- The "openbb_platform_installer" package has been installed in the active Python environment. + +### OpenBB Entry Points + +- openbb: Launches the OpenBB CLI. +- openbb-api: Launches the API and accepts select arguments. + - All args/kwargs available to `uvicorn run` are exposed. + - `--login`: True/False. Defeats the login prompt when False. + - `--no-build`: Skips building "widgets.json" +- openbb-build: Runs the build script that generates the static assets for the OpenBB Python interface. + - Run this after installing/uninstalling/updating OpenBB extensions + - Automatically run when `openbb-update` is run. +- openbb-update: Updates the environment packages defined in `pyproject.toml` and `poetry.lock` and rebuilds the OpenBB Python interface. + - Location of Poetry files: "/extensions/openbb_platform_installer" + - Passes all args/kwargs to `poetry install`. + +### Starting The OpenBB Platform API With Optional Arguments + +1. Open the `Bash` (`CMD` on Windows) shortcut. +2. Activate the `obb` environment + - Unix: `source activate obb` + - Windows: `conda activate obb` +3. Run `openbb-api` with `--parameter value` to add any `uvicorn.run` parameter. + +### OpenBB Platform API Over HTTPS + +To run the API over the HTTPS protocol, you must first create a self-signed certificate and the associated key. After steps 1 & 2 above, you can generate the files by entering this to the command line: + +```sh +openssl req -x509 -days 3650 -out localhost.crt -keyout localhost.key -newkey rsa:4096 -nodes -sha256 -subj '/CN=localhost' -extensions EXT -config <( \ + printf "[dn]\nCN=localhost\n[req]\ndistinguished_name = dn\n[EXT]\nsubjectAltName=DNS:localhost\nkeyUsage=digitalSignature\nextendedKeyUsage=serverAuth") +``` + +Two files will be created, in the current working directory, that are passed as keyword arguments to the `openbb-api` entry point. + +```sh +openbb-api --ssl_keyfile localhost.key --ssl_certfile localhost.crt +``` + +**Note**: Adjust the command to include the full path to the file if the current working directory is not where they are located. + + +The certificate - `localhost.crt` - will need to be added to system's trust store. The process for this will depend on the operating system and the user account privilege. + +A quick solution is to visit the server's URL, show the details of the warning, and choose to continue anyways. + +Contact the system administrator if you are using a work device and require additional permissions to complete the configuration. + +![This Connection Is Not Private](https://in.norton.com/content/dam/blogs/images/norton/am/this_connection_not_is_private.png) + +## Installed Folder Structure + +At the root of the installation (where this document is), there will be three folders: + +- conda (Windows: This is named after the last folder path if the default was not used) +- extensions +- notebooks + +### Conda + +This is the folder where Conda is installed and all environment data (site-packages, etc.) is stored. The "Environments" shortcuts takes you to the root of the "envs" folder. + +### Extensions + +This folder contains two subfolders: + +### Notebooks + +This folder contains tutorial notebooks with examples for getting started with Python and the OpenBB Platform. They can be opened by launching the `openbb-notebook` shortcut. + +#### examples + +Contains empty example extensions for the three types of OpenBB Platform extensions: + +- Router +- Provider +- OBBject + +To install all three examples in the OpenBB Platform environment, open the Bash/CMD shortcut and enter: + +```console +source activate obb # CMD: conda activate obb +cd extensions/examples +python install_examples.py +``` + +#### openbb_platform_installer + +This is a meta package for installing and managing OpenBB Platform installation within any Python environment. +Poetry is used to update and resolve any dependencies that are defined in the `pyproject.toml` file. + +The `poetry.lock` file is updated every time the `Update` shortcut is run. + +There are several configurations available, via combinations of `--with`, `--without`, and `--only` parameters, when running `poetry install`. + +Choices are: + +- main +- openbb-all +- cli +- notebook + +Each parameter will accept multiple items, but `--without` takes priority for solving for the environment. + +## Uninstallation + +Mac/Linux users can uninstall by deleting the folder, while Windows users can run the Uninstall shortcut. + +The leftover artifacts will include: + +- Global configuration files stored by Poetry, PIP, Conda, and Jupyter. +- Third-party Python package caches and `.env` files. +- Folders: + - ~/.openbb_platform + - ~/OpenBBUserData + +Windows users will also need to remove the parent folder where it was originally installed, after running Uninstall. + +Your OpenBB Hub account can be deleted, along with all associated data, from the Account page in [my.openbb.co](https://my.openbb.co) + +## Additional Information + +### Conda Install vs. PIP Install vs. Poetry Install + +The three ways to install packages may appear to accomplish the same objectives - installing Python packages - but each has a distinctly different purpose. + +An easy way to think about the difference is, both `pip` and `poetry` require an existing Python installation; `conda` installs Python so that you can run `pip install poetry`. + +In general, you use: + +- `conda` + - When a new environment has been created. Packages here can be included in the creation command, `conda create`. + - When the specific package is only distributed through Conda or the `conda-forge` channel. + - When changing the version of Python used within the environment. + - For interactions with the machine code layer of the system - e.g., compilers, and bridges to "outside of Python" land. +- `pip` + - When installing/uninstalling packages to the activated Python environment. + - Resort to `conda install` when packages fail to install, or wheels cannot be built, from PyPI. +- `poetry` + - Installing a local Python package. + - Syncing all package dependencies according to provided specs in `pyproject.toml` and `poetry.lock` files. + - Building and distributing Python packages. + +Conda is for container management and machine code level operations, Poetry resolves the project's dependencies and provides build/distribution tools within the current Python environment, while `pip` is for installing Python packages - typically from [PyPI](https://pypi.org). + +### Documentation Resources + +### OpenBB +- [OpenBB Pro](https://docs.openbb.co/pro) +- [OpenBB Pro Data Connectors](https://docs.openbb.co/pro/data-connector) +- [widgets.json](https://docs.openbb.co/pro/custom-backend/widgets.json) +- [OpenBB Platform](https://docs.openbb.co/platform) +- [OpenBB Platform Quckstart](https://docs.openbb.co/platform/getting_started/quickstart) +- [OpenBB CLI](https://docs.openbb.co/cli) +- [OpenBB User Settings](https://docs.openbb.co/platform/user_guides/settings_and_environment_variables) +- [API Keys and Authorization](https://docs.openbb.co/platform/getting_started/api_keys) +- [REST API Requests](https://docs.openbb.co/platform/getting_started/api_requests) +- [OpenBB Platform Architecture Overview](https://docs.openbb.co/platform/developer_guide/architecture_overview) +- [Create A New Router Extension](https://docs.openbb.co/platform/getting_started/create_new_router_extension) +- [OpenBB Charting](https://github.com/OpenBB-finance/OpenBB/tree/develop/openbb_platform/obbject_extensions/charting#readme) +- [PyWry](https://github.com/OpenBB-finance/pywry) + +### External + +- [python](https://docs.python.org/3/) +- [conda create](https://conda.io/projects/conda/en/latest/user-guide/tasks/manage-environments.html#managing-environments) +- [pyproject.toml](https://python-poetry.org/docs/pyproject/) +- [requirements.txt](https://pip.pypa.io/en/stable/reference/requirements-file-format/) +- [pip](https://pip.pypa.io/en/stable/) +- [poetry config](https://python-poetry.org/docs/configuration) +- [pydantic](https://docs.pydantic.dev/latest/) +- [uvicorn](https://www.uvicorn.org/) +- [fastapi](https://fastapi.tiangolo.com/) +- [jupyter](https://docs.jupyter.org/en/latest/) +- [pandas](https://pandas.pydata.org/docs/) +- [numpy](https://numpy.org/doc/) +- [Plotly Graph Objects](https://plotly.com/python/graph-objects/) + diff --git 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b/build/conda/installer/assets/create_shortcut.vbs @@ -0,0 +1,70 @@ +Set objShell = CreateObject("WScript.Shell") +sdesktopPath = objShell.SpecialFolders("Desktop") + +Set fso = CreateObject("Scripting.FileSystemObject") +prefixPath = objShell.ExpandEnvironmentStrings("%PREFIX%") +userProfilePath = objShell.ExpandEnvironmentStrings("%USERPROFILE%") +currentPath = fso.GetAbsolutePathName(prefixPath) +parentFolder = fso.GetParentFolderName(currentPath) +shortcutFolder = parentFolder + +Set objFSO = CreateObject("Scripting.FileSystemObject") +If Not objFSO.FolderExists(shortcutFolder) Then + objFSO.CreateFolder(shortcutFolder) +End If + +If prefixPath = "%PREFIX%" Or userProfilePath = "%USERPROFILE%" Then + WScript.Echo "Environment variables %PREFIX% or %USERPROFILE% are not set correctly." + WScript.Quit 1 +End If + +Sub CreateShortcut(name, targetPath, iconPath) + Set objShell = CreateObject("WScript.Shell") + Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\" & name & ".lnk") + objShortcut.TargetPath = objShell.ExpandEnvironmentStrings(targetPath) + objShortcut.IconLocation = objShell.ExpandEnvironmentStrings(iconPath) + objShortcut.Description = name + objShortcut.Save +End Sub + +CreateShortcut "openbb-cli", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "openbb-api", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "openbb-notebook", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "openbb-ipython", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "Update", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "CMD", "C:\Windows\System32\cmd.exe", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "Environments", prefixPath & "\envs", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "Settings", userProfilePath & "\.openbb_platform", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "OpenBBUserData", userProfilePath & "\OpenBBUserData", prefixPath & "\assets\openbb_icon.ico" +CreateShortcut "Uninstall", prefixPath & "\Uninstall-OpenBB.exe", prefixPath & "\assets\openbb_icon.ico" + +Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-notebook.lnk") +objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && cd " & shortcutFolder & " && jupyter-notebook && exit" +objShortcut.WorkingDirectory = shortcutFolder +objShortcut.Save + +Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-ipython.lnk") +objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && ipython -c ""from openbb import obb;obb"" -i" +objShortcut.WorkingDirectory = prefixPath +objShortcut.Save + +Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-api.lnk") +objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && call openbb-api --login && exit" +objShortcut.WorkingDirectory = prefixPath +objShortcut.Save + + +Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\Update.lnk") +objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && call openbb-update && exit" +objShortcut.WorkingDirectory = prefixPath +objShortcut.Save + +Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\CMD.lnk") +objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate base && echo Conda base environment is active. Use this shell to create new environments. && echo To activate the OpenBB environment, run 'conda activate obb'." +objShortcut.WorkingDirectory = shortcutFolder +objShortcut.Save + +Set objShortcut = objShell.CreateShortcut(shortcutFolder & "\openbb-cli.lnk") +objShortcut.Arguments = "/k PATH " & prefixPath & ";" & prefixPath & "\Scripts;" & prefixPath & "\Library\bin;%PATH% && activate " & prefixPath & "\envs\obb && call openbb && exit" +objShortcut.WorkingDirectory = prefixPath +objShortcut.Save \ No newline at end of file diff --git a/build/conda/installer/assets/custom_conclusion.nsi b/build/conda/installer/assets/custom_conclusion.nsi new file mode 100644 index 000000000000..ec0839a44d1f --- /dev/null +++ b/build/conda/installer/assets/custom_conclusion.nsi @@ -0,0 +1,86 @@ + + +Page Custom muiExtraPages_Create + +!include "FileFunc.nsh" + +var IntroText +var InstallationLink +var ExampleImg +var ExampleImgCtl +var PARENTDIR + +Function muiExtraPages_Create + Push $0 + + !insertmacro MUI_HEADER_TEXT_PAGE \ + "${PRODUCT_NAME}" \ + "Installation Successfully Complete" + + ${GetParent} "$INSTDIR" $PARENTDIR + + nsDialogs::Create /NOUNLOAD 1018 + ${NSD_CreateLabel} 10u 10u 280u 40u "Click the link below to open the installation folder:" + Pop $IntroText + + ${NSD_CreateLink} 10u 55u 200u 10u $PARENTDIR + Pop $InstallationLink + ${NSD_OnClick} $InstallationLink LaunchLinkOne + + nsDialogs::CreateControl STATIC ${WS_VISIBLE}|${WS_CHILD}|${WS_CLIPSIBLINGS}|${SS_BITMAP}|${SS_REALSIZECONTROL} 0 10u 90u 280u 40u "" + Pop $ExampleImgCtl + StrCpy $0 $PLUGINSDIR\openbb_win.png + System::Call 'user32::LoadImage(i 0, t r0, i ${IMAGE_BITMAP}, i 0, i 0, i ${LR_LOADFROMFILE}|${LR_LOADTRANSPARENT}|${LR_LOADMAP3DCOLORS}) i.s' + Pop $ExampleImg + SendMessage $ExampleImgCtl ${STM_SETIMAGE} ${IMAGE_BITMAP} $ExampleImg + + nsDialogs::Show + + System::Call 'gdi32:DeleteObject(i $ExampleImg)' + + Pop $0 +FunctionEnd + +!define MUI_FINISHPAGE_TEXT "Select a resource to open.$\r$\n$\r$\n" +!define MUI_FINISHPAGE_RUN +!define MUI_FINISHPAGE_RUN_TEXT "OpenBB Platform Documentation" +!define MUI_FINISHPAGE_RUN_FUNCTION "LaunchLinkTwo" +!define MUI_PAGE_CUSTOMFUNCTION_SHOW MyFinishShow +!define MUI_PAGE_CUSTOMFUNCTION_LEAVE MyFinishLeave + +var CheckboxLinkThree +var CheckboxLinkFour + +Function LaunchLinkOne + ExecShell "open" "$PARENTDIR" +FunctionEnd + +Function LaunchLinkTwo + ExecShell "open" "https://docs.openbb.co/platform" +FunctionEnd + +Function MyFinishShow + ${NSD_CreateCheckbox} 120u 110u 100% 10u "OpenBB CLI Documentation" + Pop $CheckboxLinkThree + ${NSD_Check} $CheckboxLinkThree + SetCtlColors $CheckboxLinkThree "" "ffffff" + + ${NSD_CreateCheckbox} 120u 130u 100% 10u "OpenBB Pro Documentation" + Pop $CheckboxLinkFour + ${NSD_Check} $CheckboxLinkFour + SetCtlColors $CheckboxLinkFour "" "ffffff" +FunctionEnd + +Function MyFinishLeave + ${NSD_GetState} $CheckboxLinkThree $0 + ${If} $0 <> 0 + ExecShell "open" "https://docs.openbb.co/cli" + ${EndIf} + + ${NSD_GetState} $CheckboxLinkFour $0 + ${If} $0 <> 0 + ExecShell "open" "https://docs.openbb.co/pro" + ${EndIf} +FunctionEnd + +!insertmacro MUI_PAGE_FINISH \ No newline at end of file diff --git a/build/conda/installer/assets/custom_welcome.nsi b/build/conda/installer/assets/custom_welcome.nsi new file mode 100644 index 000000000000..461082fac36e --- /dev/null +++ b/build/conda/installer/assets/custom_welcome.nsi @@ -0,0 +1,41 @@ +# Below is an example of creating multiple pages after the welcome page of the installer. +# +# This file contains code that is inserted where the @CUSTOM_WELCOME_FILE@ is located +# in the main.nsi.tmpl. The main mechanism for extra pages occurs with the +# "Page Custom muiExtraPagesAfterWelcome_Create" line, which +# references the function "muiExtraPagesAfterWelcome_Create" for page creation. + +!define MUI_PAGE_CUSTOMFUNCTION_PRE SkipPageIfUACInnerInstance +!insertmacro MUI_PAGE_WELCOME + +Page Custom muiExtraPagesAfterWelcome_Create + +var IntroAfterWelcomeText +var InstallationAfterWelcomeLink +var ExampleAfterWelcomeImg +var ExampleImgAfterWelcomeCtl + +Function muiExtraPagesAfterWelcome_Create + Push $0 + + !insertmacro MUI_HEADER_TEXT_PAGE \ + "${PRODUCT_NAME}" \ + "Welcome to OpenBB Platform Installer" + + nsDialogs::Create /NOUNLOAD 1018 + ${NSD_CreateLabel} 10u 10u 280u 120u "Welcome to the OpenBB Platform Installer.$\r$\n$\r$\nThis application will install the latest version of the OpenBB Platform on your computer as a self-contained, Python 3.12, Conda environment.$\r$\n$\r$\nIn order to install you need access to the Internet.$\r$\n$\r$\nInstallation requires between 1-2 GB of storage space, with a minimum of 4GB RAM.$\r$\n$\r$\nWhen a non-default installation path is chosen, it requires a depth of two - i.e, User/MyUserAccount/OpenBB/conda, where OpenBB is the target folder, and conda is the name of the folder where Conda and the installed environments live. The path, including username, should not contain any spaces." + Pop $IntroAfterWelcomeText + + nsDialogs::CreateControl STATIC ${WS_VISIBLE}|${WS_CHILD}|${WS_CLIPSIBLINGS}|${SS_BITMAP}|${SS_REALSIZECONTROL} 0 10u 90u 280u 40u "" + Pop $ExampleImgAfterWelcomeCtl + StrCpy $0 $PLUGINSDIR\openbb_win.png + System::Call 'user32::LoadImage(i 0, t r0, i ${IMAGE_BITMAP}, i 0, i 0, i ${LR_LOADFROMFILE}|${LR_LOADTRANSPARENT}|${LR_LOADMAP3DCOLORS}) i.s' + Pop $ExampleAfterWelcomeImg + SendMessage $ExampleImgAfterWelcomeCtl ${STM_SETIMAGE} ${IMAGE_BITMAP} $ExampleAfterWelcomeImg + + nsDialogs::Show + + System::Call 'gdi32:DeleteObject(i $ExampleAfterWelcomeImg)' + + Pop $0 +FunctionEnd \ No newline at end of file diff --git a/build/conda/installer/assets/dmg_volume.icns b/build/conda/installer/assets/dmg_volume.icns new file mode 100644 index 000000000000..255d73c02aa0 Binary files /dev/null and b/build/conda/installer/assets/dmg_volume.icns differ diff --git a/build/conda/installer/assets/examples/README.md b/build/conda/installer/assets/examples/README.md new file mode 100644 index 000000000000..96ddb0c9cde1 --- /dev/null +++ b/build/conda/installer/assets/examples/README.md @@ -0,0 +1,40 @@ +# Example Extension Templates + +The extensions in this folder represent starting points for creating your own OpenBB extensions. The types of extensions that can be created are: + +- Router + - Create a new router path and define the functions for the app. +- Provider + - Add a new data provider source. +- OBBject + - Extend the response object returned by every command. + +## Installation + +### All Examples + +To install all example extensions, activate the environment, then run: + +```sh +python install_examples.py +``` + +### Individual Example + +To install an individual extension to the existing OpenBB environment, activate it, then navigate into the folder of the desired extension and enter: + +```sh +poetry install --only-root +``` + +Then, rebuild the OpenBB Python interface with: + +```sh +openbb-build +``` + +The new extension(s) will be available by importing the OpenBB package. + +```python +from openbb import obb +``` diff --git a/build/conda/installer/assets/examples/empty_obbject/README.md b/build/conda/installer/assets/examples/empty_obbject/README.md new file mode 100644 index 000000000000..d5f24806ed72 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_obbject/README.md @@ -0,0 +1,9 @@ +# Empty OBBject Extension + +This is an empty OpenBB Platform OBBJECT (Response Object) Extension. + +Install this extension locally with: + +```console +poetry install --only-root +``` \ No newline at end of file diff --git a/build/conda/installer/assets/examples/empty_obbject/empty_obbject/__init__.py b/build/conda/installer/assets/examples/empty_obbject/empty_obbject/__init__.py new file mode 100644 index 000000000000..4e8d88a52e06 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_obbject/empty_obbject/__init__.py @@ -0,0 +1,30 @@ +"""Empty OBBject extension.""" + +import warnings + +from openbb_core.app.model.extension import Extension +from openbb_core.app.model.obbject import OBBject + +warnings.filterwarnings( + "ignore", lineno=0 +) # This suppresses a warning you might see with IPython and OBBject Extensions on import and initialize. + +ext = Extension(name="empty") + +# OBBject Accessors are used to extend the functionality of the OBBject class. +# The name given to the Extension creates a new namespace in every output object of the Router. +# This is useful for formatting/processing the output of the function calls, where universal application is desired. + + +@ext.obbject_accessor +class Empty: + """An Empty OBBject extension.""" + + def __init__(self, obbject): + """Creates an instance of the Empty OBBject extension.""" + self._obbject: OBBject = obbject + + @staticmethod + def hello(): + """Print a greeting message.""" + print("Hello from the Empty OBBject extension!") # noqa: T201 diff --git a/build/conda/installer/assets/examples/empty_obbject/pyproject.toml b/build/conda/installer/assets/examples/empty_obbject/pyproject.toml new file mode 100644 index 000000000000..5b44d2856e5d --- /dev/null +++ b/build/conda/installer/assets/examples/empty_obbject/pyproject.toml @@ -0,0 +1,19 @@ +[tool.poetry] +name = "empty-obbject" +version = "0.0.1" +description = "An empty OBBject extension" +authors = ["OpenBB Team "] +readme = "README.md" +packages = [{ include = "empty_obbject" }] + +[tool.poetry.dependencies] +python = "^3.9,<3.13" +openbb-core = "^1" +openbb-platform-api = "^1" + +[build-system] +requires = ["poetry-core"] +build-backend = "poetry.core.masonry.api" + +[tool.poetry.plugins."openbb_obbject_extension"] +empty = "empty_obbject:ext" diff --git a/build/conda/installer/assets/examples/empty_provider/README.md b/build/conda/installer/assets/examples/empty_provider/README.md new file mode 100644 index 000000000000..1c6572627501 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_provider/README.md @@ -0,0 +1,9 @@ +# Empty Provider Extension + +This is an empty OpenBB Platform Provider Extension. + +Install this extension locally with: + +```console +poetry install --only-root +``` \ No newline at end of file diff --git a/build/conda/installer/assets/examples/empty_provider/empty_provider/__init__.py b/build/conda/installer/assets/examples/empty_provider/empty_provider/__init__.py new file mode 100644 index 000000000000..b1010176fea1 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_provider/empty_provider/__init__.py @@ -0,0 +1,21 @@ +"""Empty Provider Module.""" + +# Import the fetchers from each model. +from openbb_core.provider.abstract.provider import Provider + +from empty_provider.models.empty_model import EmptyFetcher + +empty_provider = Provider( + name="empty", + website="http://empty.io", + description="""The empty provider is a supplier of promises.""", + # credentials=["api_key"], # Credentials added here are mapped to `user_settings.json` in the `credentials` key. + fetcher_dict={ + "Empty": EmptyFetcher # The key is the name of the model defined in the @router decorator. + }, +) + +# Every provider follows this same pattern, so it is possible to import the fetchers from other providers +# and map them to the fetcher_dict above. +# from openbb_yfinance import yfinance_provider +# yfinance_fetchers = yfinance_provider.fetcher_dict.copy() diff --git a/build/conda/installer/assets/examples/empty_provider/empty_provider/models/__init__.py b/build/conda/installer/assets/examples/empty_provider/empty_provider/models/__init__.py new file mode 100644 index 000000000000..b62c0791abc6 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_provider/empty_provider/models/__init__.py @@ -0,0 +1 @@ +"""Empty Provider Models.""" diff --git a/build/conda/installer/assets/examples/empty_provider/empty_provider/models/empty_model.py b/build/conda/installer/assets/examples/empty_provider/empty_provider/models/empty_model.py new file mode 100644 index 000000000000..d8b02760c5fe --- /dev/null +++ b/build/conda/installer/assets/examples/empty_provider/empty_provider/models/empty_model.py @@ -0,0 +1,93 @@ +"""Empty Fetcher Model. This model is used in conjunction with the 'empty_router' extension.""" + +# pylint: disable=unused-import +# flake8: noqa: F401 + +from datetime import ( + date as dateType, + datetime, +) +from typing import Any, Dict, Optional + +from openbb_core.provider.abstract.data import Data +from openbb_core.provider.abstract.fetcher import Fetcher +from openbb_core.provider.abstract.query_params import QueryParams +from pydantic import Field + + +class EmptyQueryParams(QueryParams): + """Empty Query Params""" + + some_param: Optional[str] = Field( + default=None, + description="Some param", + ) + + +class EmptyData(Data): + """Empty Data""" + + date: Optional[dateType] = Field( + default=None, + description="Date of the data.", + ) + title: Optional[str] = Field( + default=None, + description="Title of the data.", + ) + + +class EmptyFetcher( + Fetcher[ + EmptyQueryParams, + EmptyData, # Change the Typing when returning a list of models - i.e, records. + ] +): + """Empty Fetcher.""" + + @staticmethod + def transform_query(params: Dict[str, Any]) -> EmptyQueryParams: + """Transform query params.""" + transformed_params = params.copy() + # if transformed_params.get("some_param"): + # do something + # + # This is where you can set default values for query parameters. + # Essentially, `@model_validate(mode='before')`. + return EmptyQueryParams(**transformed_params) + + @staticmethod + async def aextract_data( + query: EmptyQueryParams, + credentials: Optional[Dict[str, str]], + **kwargs: Any, + ) -> Dict: # Typing here should match the 'data' input of 'transform_data'. + """Extract data.""" + # pylint: disable=import-outside-toplevel + # from openbb_core.provider.utils.helpers import ( + # make_request, + # amake_request, + # amake_requests, + # get_querystring, + # ) Use these to make HTTP requests. + + # We import here so that items are imported on execution, not on initialization. + # Critical for modules that introduce a heavy load on the system. + # Generally, any module required for data retrieval and parsing should be 'lazy' imported. + # This is to ensure that the module is only imported when needed. + + print(query.some_param) # noqa: T201 + results = { + "date": datetime.now().date(), + "title": "Hello from the Empty Provider extension!", + } + return results + + @staticmethod + def transform_data( + query: EmptyQueryParams, + data: Dict, # Typing here matches the output of '(a)extract_data'. + **kwargs: Any, + ) -> EmptyData: # Typing here matches the Fetcher's definition. + """Transform data.""" + return EmptyData.model_validate(data) diff --git a/build/conda/installer/assets/examples/empty_provider/empty_provider/utils/__init__.py b/build/conda/installer/assets/examples/empty_provider/empty_provider/utils/__init__.py new file mode 100644 index 000000000000..da3e91ec2bdf --- /dev/null +++ b/build/conda/installer/assets/examples/empty_provider/empty_provider/utils/__init__.py @@ -0,0 +1 @@ +"""Utilities and Helpers.""" diff --git a/build/conda/installer/assets/examples/empty_provider/pyproject.toml b/build/conda/installer/assets/examples/empty_provider/pyproject.toml new file mode 100644 index 000000000000..ddd23370ef69 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_provider/pyproject.toml @@ -0,0 +1,20 @@ +[tool.poetry] +name = "empty-provider" +version = "0.0.1" +description = "Empty provider extension for OpenBB" +authors = ["OpenBB Team "] +readme = "README.md" +packages = [{ include = "empty_provider" }] + +[tool.poetry.dependencies] +python = "^3.9,<3.13" +openbb-core = "^1" +openbb-platform-api = "^1" + + +[build-system] +requires = ["poetry-core"] +build-backend = "poetry.core.masonry.api" + +[tool.poetry.plugins."openbb_provider_extension"] +empty = "empty_provider:empty_provider" diff --git a/build/conda/installer/assets/examples/empty_router/README.md b/build/conda/installer/assets/examples/empty_router/README.md new file mode 100644 index 000000000000..e10523ea5805 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_router/README.md @@ -0,0 +1,9 @@ +# Empty Router Extension + +This is an empty OpenBB Platform Router Extension. + +Install this extension locally with: + +```console +poetry install --only-root +``` \ No newline at end of file diff --git a/build/conda/installer/assets/examples/empty_router/empty_router/__init__.py b/build/conda/installer/assets/examples/empty_router/empty_router/__init__.py new file mode 100644 index 000000000000..100f486d1016 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_router/empty_router/__init__.py @@ -0,0 +1 @@ +"""An Empty OpenBB Router extension.""" diff --git a/build/conda/installer/assets/examples/empty_router/empty_router/empty_router.py b/build/conda/installer/assets/examples/empty_router/empty_router/empty_router.py new file mode 100644 index 000000000000..142416f04e6d --- /dev/null +++ b/build/conda/installer/assets/examples/empty_router/empty_router/empty_router.py @@ -0,0 +1,69 @@ +"""Empty Router Extenision for OpenBB Platform.""" + +from datetime import datetime + +from openbb_core.app.model.command_context import CommandContext +from openbb_core.app.model.example import APIEx, PythonEx +from openbb_core.app.model.obbject import OBBject +from openbb_core.app.provider_interface import ( + ExtraParams, + ProviderChoices, + StandardParams, +) +from openbb_core.app.query import Query +from openbb_core.app.router import Router +from openbb_core.provider.abstract.data import Data + +router = Router(prefix="", description="An Empty OpenBB Router Extension.") + +# The first function call will take longer than the rest, as modules are loaded on the first call. + +# Note that all routers must return an instance of `OBBject`, where the output is the `results` attribute. + + +# This is a standard router "get" command. +@router.command( + methods=["GET"], + examples=[ + PythonEx( + description="Say Hello.", + code=[ + "result = obb.empty.hello()", + ], + ), + ], +) +async def hello() -> ( + OBBject[dict] +): # The output of every router command must be an instance of `OBBject`. + """OpenBB Hello World.""" + return OBBject( + results={ + datetime.now().strftime( + "%Y-%m-%d" + ): "Hello from the Empty Router extension!" + } + ) + + +# This uses the Provider Interface to call the empty provider fetcher. +@router.command( + model="Empty", + examples=[ + APIEx(parameters={"provider": "empty"}), + PythonEx( + description="Say Hello.", + code=[ + "result = obb.empty.empty_function()", + ], + ), + ], +) +async def empty_function( + cc: CommandContext, + provider_choices: ProviderChoices, + standard_params: StandardParams, + extra_params: ExtraParams, +) -> OBBject[Data]: + """An empty function using the Provider Interface.""" + return await OBBject.from_query(Query(**locals())) diff --git a/build/conda/installer/assets/examples/empty_router/empty_router/empty_views.py b/build/conda/installer/assets/examples/empty_router/empty_router/empty_views.py new file mode 100644 index 000000000000..aa9fa999b7d7 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_router/empty_router/empty_views.py @@ -0,0 +1,29 @@ +"""Views for the Empty Extension.""" + +# pylint: disable=unused-import +# flake8: noqa: F401 + +from typing import TYPE_CHECKING, Any, Dict, Tuple + +if TYPE_CHECKING: + from openbb_charting.core.openbb_figure import OpenBBFigure + +# If `openbb-charting` was installed, this will be used to create a chart. +# Process the data by accessing, "kwargs["obbject_item"]", the function results. +# The return is a Tuple of the OpenBBFigure and a Dict of the data, so it can be +# returned to the Fast API endpoint. Use `fig.to_plotly_json()` to convert the +# OpenBBFigure to a JSON serializable object. + + +class EmptyViews: + """Empty Views.""" + + # @staticmethod + # def empty_hello( # noqa: PLR0912 + # **kwargs, + # ) -> Tuple["OpenBBFigure", Dict[str, Any]]: + # """Get Derivatives Price Historical Chart.""" + # pylint: disable=import-outside-toplevel + # from openbb_charting.charts.price_historical import price_historical + + # return price_historical(**kwargs) diff --git a/build/conda/installer/assets/examples/empty_router/pyproject.toml b/build/conda/installer/assets/examples/empty_router/pyproject.toml new file mode 100644 index 000000000000..4aceb55fcaa5 --- /dev/null +++ b/build/conda/installer/assets/examples/empty_router/pyproject.toml @@ -0,0 +1,19 @@ +[tool.poetry] +name = "empty-router" +version = "0.0.1" +description = "An empty OpenBB Router extension" +authors = ["OpenBB Team "] +readme = "README.md" +packages = [{ include = "empty_router" }] + +[tool.poetry.dependencies] +python = "^3.9,<3.13" +openbb-core = "^1" +openbb-platform-api = "^1" + +[build-system] +requires = ["poetry-core"] +build-backend = "poetry.core.masonry.api" + +[tool.poetry.plugins."openbb_core_extension"] +empty = "empty_router.empty_router:router" diff --git a/build/conda/installer/assets/examples/install_examples.py b/build/conda/installer/assets/examples/install_examples.py new file mode 100644 index 000000000000..8a64b94c875c --- /dev/null +++ b/build/conda/installer/assets/examples/install_examples.py @@ -0,0 +1,48 @@ +"""Script to install the example extensions in develop mode to the current Python environment.""" + + +def main(): + """Run the setup script.""" + # pylint: disable=import-outside-toplevel + import glob + import os + import subprocess + from pathlib import Path + + try: + import openbb # noqa: F401 # pylint: disable=unused-import + except ImportError: + subprocess.check_call("openbb-build", shell=True) # noqa: S602, S607 + + base_dir = Path(__file__).parent + + directories = [ + os.path.join(base_dir, d) + for d in os.listdir(base_dir) + if os.path.isdir(os.path.join(base_dir, d)) + and glob.glob(os.path.join(base_dir, d, "*.toml")) + ] + + for directory in directories: + subprocess.check_call( + [ # noqa: S603 + os.sys.executable, + "-m", + "poetry", + "install", + "-C", + directory, + "--only-root", + ] + ) + + subprocess.check_call("openbb-build", shell=True) # noqa: S602, S607 + + print( # noqa: T201 + "\nExample extensions have been installed and are ready-to-use." + "\nTo connect the examples to OpenBB Pro and edit the code live, run: openbb-api --reload\n" + ) + + +if __name__ == "__main__": + main() diff --git a/build/conda/installer/assets/examples/python_basics.ipynb b/build/conda/installer/assets/examples/python_basics.ipynb new file mode 100644 index 000000000000..85ab032878d0 --- /dev/null +++ b/build/conda/installer/assets/examples/python_basics.ipynb @@ -0,0 +1,3848 @@ +{ + "cells": [ + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "# Getting The Python Basics Right\n", + "\n", + "Special thanks to PyQuantNews for donating this content. Subscribe [here](https://www.pyquantnews.com/) for free Python resources that will help you get started with Python for Quant Finance.\n", + "\n", + "## Code Comments\n", + "\n", + "A comment is a note made by a programmer in the source code of a program. Its purpose is to clarify the source code and make it easier for people to follow along with what is happening. Anything in a comment is generally ignored when the code is actually run, making comments useful for including explanations and reasoning as well as removing specific lines of code that you may be unsure about. Comments in Python are created by using the pound symbol (`# Insert Text Here`). Including a `#` in a line of code will comment out anything that follows it." + ] + }, + { + "cell_type": "code", + "execution_count": 1, + "metadata": {}, + "outputs": [], + "source": [ + "# This is a comment\n", + "# These lines of code will not change any values\n", + "# Anything following the first # is not run as code" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "You may hear text enclosed in triple quotes (`\"\"\" Insert Text Here \"\"\"`) referred to as multi-line comments, but this is not entirely accurate. This is a special type of `string` (a data type we will cover), called a `docstring`, used to explain the purpose of a function." + ] + }, + { + "cell_type": "code", + "execution_count": 2, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "' This is a special string '" + ] + }, + "execution_count": 2, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "\"\"\" This is a special string \"\"\"" + ] + }, + { + "cell_type": "code", + "execution_count": 3, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "\u001b[0;31mInit signature:\u001b[0m \u001b[0mstr\u001b[0m\u001b[0;34m(\u001b[0m\u001b[0mself\u001b[0m\u001b[0;34m,\u001b[0m \u001b[0;34m/\u001b[0m\u001b[0;34m,\u001b[0m \u001b[0;34m*\u001b[0m\u001b[0margs\u001b[0m\u001b[0;34m,\u001b[0m \u001b[0;34m**\u001b[0m\u001b[0mkwargs\u001b[0m\u001b[0;34m)\u001b[0m\u001b[0;34m\u001b[0m\u001b[0;34m\u001b[0m\u001b[0m\n", + "\u001b[0;31mDocstring:\u001b[0m \n", + "str(object='') -> str\n", + "str(bytes_or_buffer[, encoding[, errors]]) -> str\n", + "\n", + "Create a new string object from the given object. If encoding or\n", + "errors is specified, then the object must expose a data buffer\n", + "that will be decoded using the given encoding and error handler.\n", + "Otherwise, returns the result of object.__str__() (if defined)\n", + "or repr(object).\n", + "encoding defaults to sys.getdefaultencoding().\n", + "errors defaults to 'strict'.\n", + "\u001b[0;31mType:\u001b[0m type\n", + "\u001b[0;31mSubclasses:\u001b[0m StrEnum, DeferredConfigString, FoldedCase, _rstr, _ScriptTarget, _ModuleTarget, LSString, include, Keys, InputMode, ..." + ] + }, + "metadata": {}, + "output_type": "display_data" + } + ], + "source": [ + "str??" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "Make sure you read the comments within each code cell (if they are there). They will provide more real-time explanations of what is going on as you look at each line of code." + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Python Objects - Basic Types & Variables\n", + "\n", + "Everything in Python is an **object** and every object in Python has a **type**. Some of the basic types include:\n", + "\n", + "- **`int`** (integer; a whole number with no decimal place)\n", + " - `10`\n", + " - `-3`\n", + "- **`float`** (float; a number that has a decimal place)\n", + " - `7.41`\n", + " - `-0.006`\n", + "- **`str`** (string; a sequence of characters enclosed in single quotes, double quotes, or triple quotes)\n", + " - `'this is a string using single quotes'`\n", + " - `\"this is a string using double quotes\"`\n", + " - `'''this is a triple quoted string using single quotes'''`\n", + " - `\"\"\"this is a triple quoted string using double quotes\"\"\"`\n", + "- **`bool`** (boolean; a binary value that is either true or false)\n", + " - `True`\n", + " - `False`\n", + "- **`NoneType`** (a special type representing the absence of a value)\n", + " - `None`\n", + "\n", + "In Python, a **variable** is a name you specify in your code that maps to a particular **object**, object **instance**, or value.\n", + "\n", + "By defining variables, we can refer to things by names that make sense to us. Names for variables can only contain letters, underscores (`_`), or numbers (no spaces, dashes, or other characters). Variable names must start with a letter or underscore.\n", + "\n", + "
" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Basic Operators\n", + "\n", + "In Python, there are different types of **operators** (special symbols) that operate on different values. Some of the basic operators include:\n", + "\n", + "- arithmetic operators\n", + " - **`+`** (addition)\n", + " - **`-`** (subtraction)\n", + " - **`*`** (multiplication)\n", + " - **`/`** (division)\n", + " - __`**`__ (exponent)\n", + "- assignment operators\n", + " - **`=`** (assign a value)\n", + " - **`+=`** (add and re-assign; increment)\n", + " - **`-=`** (subtract and re-assign; decrement)\n", + " - **`*=`** (multiply and re-assign)\n", + "- comparison operators (return either `True` or `False`)\n", + " - **`==`** (equal to)\n", + " - **`!=`** (not equal to)\n", + " - **`<`** (less than)\n", + " - **`<=`** (less than or equal to)\n", + " - **`>`** (greater than)\n", + " - **`>=`** (greater than or equal to)\n", + "\n", + "When multiple operators are used in a single expression, **operator precedence** determines which parts of the expression are evaluated in which order. Operators with higher precedence are evaluated first (like PEMDAS in math). Operators with the same precedence are evaluated from left to right.\n", + "\n", + "- `()` parentheses, for grouping\n", + "- `**` exponent\n", + "- `*`, `/` multiplication and division\n", + "- `+`, `-` addition and subtraction\n", + "- `==`, `!=`, `<`, `<=`, `>`, `>=` comparisons\n", + "\n", + "> See https://docs.python.org/3/reference/expressions.html#operator-precedence" + ] + }, + { + "cell_type": "code", + "execution_count": 4, + "metadata": {}, + "outputs": [], + "source": [ + "# Assigning some numbers to different variables\n", + "num_1 = 10\n", + "num_2 = -3\n", + "num_3 = 7.41\n", + "num_4 = -0.6\n", + "num_5 = 7\n", + "num_6 = 3\n", + "num_7 = 11.11" + ] + }, + { + "cell_type": "code", + "execution_count": 5, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "10" + ] + }, + "execution_count": 5, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "num_1" + ] + }, + { + "cell_type": "code", + "execution_count": 6, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "7" + ] + }, + "execution_count": 6, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Addition\n", + "num_1 + num_2" + ] + }, + { + "cell_type": "code", + "execution_count": 7, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "-10.41" + ] + }, + "execution_count": 7, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Subtraction\n", + "num_2 - num_3" + ] + }, + { + "cell_type": "code", + "execution_count": 8, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "-4.446" + ] + }, + "execution_count": 8, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Multiplication\n", + "num_3 * num_4" + ] + }, + { + "cell_type": "code", + "execution_count": 9, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "-0.08571428571428572" + ] + }, + "execution_count": 9, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Division\n", + "num_4 / num_5" + ] + }, + { + "cell_type": "code", + "execution_count": 10, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "343" + ] + }, + "execution_count": 10, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Exponent\n", + "num_5**num_6" + ] + }, + { + "cell_type": "code", + "execution_count": 11, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "15.11" + ] + }, + "execution_count": 11, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Increment existing variable\n", + "num_7 += 4 # num_7 = num_7 + 4\n", + "num_7" + ] + }, + { + "cell_type": "code", + "execution_count": 12, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "1" + ] + }, + "execution_count": 12, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Decrement existing variable\n", + "num_6 -= 2\n", + "num_6" + ] + }, + { + "cell_type": "code", + "execution_count": 13, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "37.05" + ] + }, + "execution_count": 13, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Multiply & re-assign\n", + "num_3 *= 5\n", + "num_3" + ] + }, + { + "cell_type": "code", + "execution_count": 14, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "-101.14999999999999" + ] + }, + "execution_count": 14, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Assign the value of an expression to a variable\n", + "num_8 = num_1 + num_2 * num_3\n", + "num_8" + ] + }, + { + "cell_type": "code", + "execution_count": 15, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 15, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Are these two expressions equal to each other?\n", + "num_1 + num_2 == num_5" + ] + }, + { + "cell_type": "code", + "execution_count": 16, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 16, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Are these two expressions not equal to each other?\n", + "num_3 != num_4" + ] + }, + { + "cell_type": "code", + "execution_count": 17, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "False" + ] + }, + "execution_count": 17, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Is the first expression less than the second expression?\n", + "num_5 < num_6" + ] + }, + { + "cell_type": "code", + "execution_count": 18, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 18, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Is this expression True?\n", + "5 > 3 > 1" + ] + }, + { + "cell_type": "code", + "execution_count": 19, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 19, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Is this expression True?\n", + "5 > 3 < 4 == 3 + 1" + ] + }, + { + "cell_type": "code", + "execution_count": 20, + "metadata": {}, + "outputs": [], + "source": [ + "# Assign some strings to different variables\n", + "simple_string_1 = \"an example\"\n", + "simple_string_2 = \"oranges \"" + ] + }, + { + "cell_type": "code", + "execution_count": 21, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'an example of using the + operator'" + ] + }, + "execution_count": 21, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Addition\n", + "simple_string_1 + \" of using the + operator\"" + ] + }, + { + "cell_type": "code", + "execution_count": 22, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'an example'" + ] + }, + "execution_count": 22, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Notice that the string was not modified\n", + "simple_string_1" + ] + }, + { + "cell_type": "code", + "execution_count": 23, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'oranges oranges oranges oranges '" + ] + }, + "execution_count": 23, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Multiplication\n", + "simple_string_2 * 4" + ] + }, + { + "cell_type": "code", + "execution_count": 24, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'oranges '" + ] + }, + "execution_count": 24, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# This string wasn't modified either\n", + "simple_string_2" + ] + }, + { + "cell_type": "code", + "execution_count": 25, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "False" + ] + }, + "execution_count": 25, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Are these two expressions equal to each other?\n", + "simple_string_1 == simple_string_2" + ] + }, + { + "cell_type": "code", + "execution_count": 26, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 26, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Are these two expressions equal to each other?\n", + "simple_string_1 == \"an example\"" + ] + }, + { + "cell_type": "code", + "execution_count": 27, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'an example that re-assigned the original string'" + ] + }, + "execution_count": 27, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Add and re-assign\n", + "simple_string_1 += \" that re-assigned the original string\"\n", + "simple_string_1" + ] + }, + { + "cell_type": "code", + "execution_count": 28, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'oranges oranges oranges '" + ] + }, + "execution_count": 28, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Multiply and re-assign\n", + "simple_string_2 *= 3\n", + "simple_string_2" + ] + }, + { + "cell_type": "code", + "execution_count": 29, + "metadata": {}, + "outputs": [], + "source": [ + "# Note: Subtraction, division, and decrement operators do not apply to strings." + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Basic Data Structures\n", + "\n", + "> Note: **mutable** objects can be modified after creation and **immutable** objects cannot.\n", + "\n", + "Containers are objects that can be used to group other objects together. The basic container types include:\n", + "\n", + "- **`str`** (string: immutable; indexed by integers; items are stored in the order they were added)\n", + "- **`list`** (list: mutable; indexed by integers; items are stored in the order they were added)\n", + " - `[3, 5, 6, 3, 'dog', 'cat', False]`\n", + "- **`tuple`** (tuple: immutable; indexed by integers; items are stored in the order they were added)\n", + " - `(3, 5, 6, 3, 'dog', 'cat', False)`\n", + "- **`set`** (set: mutable; not indexed at all; items are NOT stored in the order they were added; can only contain immutable objects; does NOT contain duplicate objects)\n", + " - `{3, 5, 6, 3, 'dog', 'cat', False}`\n", + "- **`dict`** (dictionary: mutable; key-value pairs are indexed by immutable keys; items are NOT stored in the order they were added)\n", + " - `{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}`\n", + "\n", + "When defining lists, tuples, or sets, use commas (,) to separate the individual items. When defining dicts, use a colon (:) to separate keys from values and commas (,) to separate the key-value pairs.\n", + "\n", + "Strings, lists, and tuples are all **sequence types** that can use the `+`, `*`, `+=`, and `*=` operators." + ] + }, + { + "cell_type": "code", + "execution_count": 30, + "metadata": {}, + "outputs": [], + "source": [ + "# Assign some containers to different variables\n", + "list_1 = [3, 5, 6, 3, \"dog\", \"cat\", False]\n", + "tuple_1 = (3, 5, 6, 3, \"dog\", \"cat\", False)\n", + "set_1 = {3, 5, 6, 3, \"dog\", \"cat\", False}\n", + "set_2 = set((\"jane\", \"jaya\", \"jukes\", \"jason\", \"john\"))\n", + "dict_1 = {\"name\": \"Jane\", \"age\": 23, \"fav_foods\": [\"pizza\", \"fruit\", \"fish\"]}\n", + "dict_2 = {\"name\": \"Javier\", \"age\": 45, \"fav_foods\": [\"chicken\", \"veg\", \"candy\"]}" + ] + }, + { + "cell_type": "code", + "execution_count": 31, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', 'cat', False]" + ] + }, + "execution_count": 31, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Items in the list object are stored in the order they were added\n", + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 32, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "(3, 5, 6, 3, 'dog', 'cat', False)" + ] + }, + "execution_count": 32, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Items in the tuple object are stored in the order they were added\n", + "tuple_1" + ] + }, + { + "cell_type": "code", + "execution_count": 33, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{3, 5, 6, False, 'cat', 'dog'}" + ] + }, + "execution_count": 33, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Items in the set object are not stored in the order they were added\n", + "# Also, notice that the value 3 only appears once in this set object\n", + "set_1" + ] + }, + { + "cell_type": "code", + "execution_count": 34, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}" + ] + }, + "execution_count": 34, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Items in the dict object are not stored in the order they were added\n", + "dict_1" + ] + }, + { + "cell_type": "code", + "execution_count": 35, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes']" + ] + }, + "execution_count": 35, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Add and re-assign\n", + "list_1 += [5, \"grapes\"]\n", + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 36, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "(3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes')" + ] + }, + "execution_count": 36, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Add and re-assign\n", + "tuple_1 += (5, \"grapes\")\n", + "tuple_1" + ] + }, + { + "cell_type": "code", + "execution_count": 37, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[1, 2, 3, 4, 1, 2, 3, 4]" + ] + }, + "execution_count": 37, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Multiply\n", + "[1, 2, 3, 4] * 2" + ] + }, + { + "cell_type": "code", + "execution_count": 38, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "(1, 2, 3, 4, 1, 2, 3, 4, 1, 2, 3, 4)" + ] + }, + "execution_count": 38, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Multiply\n", + "(1, 2, 3, 4) * 3" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Accessing Data In Containers\n", + "\n", + "For strings, lists, tuples, and dicts, we can use **subscript notation** (square brackets) to access data at an index.\n", + "\n", + "- strings, lists, and tuples are indexed by integers, **starting at 0** for first item\n", + " - these sequence types also support accesing a range of items, known as **slicing**\n", + " - use **negative indexing** to start at the back of the sequence\n", + "- dicts are indexed by their keys\n", + "\n", + "> Note: sets are not indexed, so we cannot use subscript notation to access data elements." + ] + }, + { + "cell_type": "code", + "execution_count": 39, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes']" + ] + }, + "execution_count": 39, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Remember what's in list_1\n", + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 40, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3" + ] + }, + "execution_count": 40, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Access the first item in a sequence\n", + "list_1[0]" + ] + }, + { + "cell_type": "code", + "execution_count": 41, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "(3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes')" + ] + }, + "execution_count": 41, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Remember what's in tuple_1\n", + "tuple_1" + ] + }, + { + "cell_type": "code", + "execution_count": 42, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'grapes'" + ] + }, + "execution_count": 42, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Access the last item in a sequence\n", + "tuple_1[-1]" + ] + }, + { + "cell_type": "code", + "execution_count": 43, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'an example that re-assigned the original string'" + ] + }, + "execution_count": 43, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Access a range of items in a sequence\n", + "simple_string_1" + ] + }, + { + "cell_type": "code", + "execution_count": 44, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'n'" + ] + }, + "execution_count": 44, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "simple_string_1[1]" + ] + }, + { + "cell_type": "code", + "execution_count": 45, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'an ex'" + ] + }, + "execution_count": 45, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "simple_string_1[0:5]" + ] + }, + { + "cell_type": "code", + "execution_count": 46, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "(5, 'grapes')" + ] + }, + "execution_count": 46, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Access a range of items in a sequence\n", + "tuple_1[-2:]" + ] + }, + { + "cell_type": "code", + "execution_count": 47, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "['dog', 'cat', False, 5, 'grapes']" + ] + }, + "execution_count": 47, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Access a range of items in a sequence\n", + "list_1[4:]" + ] + }, + { + "cell_type": "code", + "execution_count": 48, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}" + ] + }, + "execution_count": 48, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Rembember what's in dict_1\n", + "dict_1" + ] + }, + { + "cell_type": "code", + "execution_count": 49, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'Jane'" + ] + }, + "execution_count": 49, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Access an item in a dictionary\n", + "# {'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}\n", + "dict_1[\"name\"]" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Python Built-In Functions & Callables\n", + "\n", + "A **function** is a Python object that you can \"call\" to **perform an action** or compute and **return another object**. You call a function by placing parentheses to the right of the function name. Some functions allow you to pass **arguments** inside the parentheses (separating multiple arguments with a comma). Internal to the function, these arguments are treated like variables.\n", + "\n", + "Python has several useful built-in functions to help you work with different objects and/or your environment. Here is a small sample of them:\n", + "\n", + "- **`type(obj)`** to determine the type of an object\n", + "- **`isinstance(val, obj)`** to determine if `val` is an `obj`\n", + "- **`len(container)`** to determine how many items are in a container\n", + "- **`callable(obj)`** to determine if an object is callable\n", + "- **`sorted(container)`** to return a new list from a container, with the items sorted\n", + "- **`sum(container)`** to compute the sum of a container of numbers\n", + "- **`min(container)`** to determine the smallest item in a container\n", + "- **`max(container)`** to determine the largest item in a container\n", + "- **`abs(number)`** to determine the absolute value of a number\n", + "- **`repr(obj)`** to return a string representation of an object\n", + "\n", + "> Complete list of built-in functions: https://docs.python.org/3/library/functions.html\n", + "\n", + "There are also different ways of defining your own functions and callable objects that we will explore later." + ] + }, + { + "cell_type": "code", + "execution_count": 50, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "float" + ] + }, + "execution_count": 50, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the type() function to determine the type of an object\n", + "type(1.0)" + ] + }, + { + "cell_type": "code", + "execution_count": 51, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "False" + ] + }, + "execution_count": 51, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "price = \"1.11\"\n", + "isinstance(price, float)" + ] + }, + { + "cell_type": "code", + "execution_count": 52, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3" + ] + }, + "execution_count": 52, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the len() function to determine how many items are in a container\n", + "len([1, 2, 3])" + ] + }, + { + "cell_type": "code", + "execution_count": 53, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "24" + ] + }, + "execution_count": 53, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the len() function to determine how many items are in a container\n", + "len(simple_string_2)" + ] + }, + { + "cell_type": "code", + "execution_count": 54, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "False" + ] + }, + "execution_count": 54, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the callable() function to determine if an object is callable\n", + "callable(\"a\")" + ] + }, + { + "cell_type": "code", + "execution_count": 55, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "False" + ] + }, + "execution_count": 55, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the callable() function to determine if an object is callable\n", + "callable(dict_1)" + ] + }, + { + "cell_type": "code", + "execution_count": 56, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[-3, 1, 2, 3.6, 5, 7, 10]" + ] + }, + "execution_count": 56, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the sorted() function to return a new list from a container, with the items sorted\n", + "sorted([10, 1, 3.6, 7, 5, 2, -3])" + ] + }, + { + "cell_type": "code", + "execution_count": 57, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "['a', 'j', 'n', 'o', 's']" + ] + }, + "execution_count": 57, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "sorted(\"jason\")" + ] + }, + { + "cell_type": "code", + "execution_count": 58, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "['California', 'Chicago', 'ants', 'cats', 'dogs', 'mice', 'zebras']" + ] + }, + "execution_count": 58, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the sorted() function to return a new list from a container, with the items sorted\n", + "# - notice that capitalized strings come first\n", + "sorted([\"dogs\", \"cats\", \"zebras\", \"Chicago\", \"California\", \"ants\", \"mice\"])" + ] + }, + { + "cell_type": "code", + "execution_count": 59, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "25.6" + ] + }, + "execution_count": 59, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the sum() function to compute the sum of a container of numbers\n", + "sum([10, 1, 3.6, 7, 5, 2, -3])" + ] + }, + { + "cell_type": "code", + "execution_count": 60, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "-3" + ] + }, + "execution_count": 60, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the min() function to determine the smallest item in a container\n", + "min([10, 1, 3.6, 7, 5, 2, -3])" + ] + }, + { + "cell_type": "code", + "execution_count": 61, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'a'" + ] + }, + "execution_count": 61, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the min() function to determine the smallest item in a container\n", + "min([\"g\", \"z\", \"a\", \"y\"])" + ] + }, + { + "cell_type": "code", + "execution_count": 62, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "10" + ] + }, + "execution_count": 62, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the max() function to determine the largest item in a container\n", + "max([10, 1, 3.6, 7, 5, 2, -3])" + ] + }, + { + "cell_type": "code", + "execution_count": 63, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'s'" + ] + }, + "execution_count": 63, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the max() function to determine the largest item in a container\n", + "max(\"gibberish\")" + ] + }, + { + "cell_type": "code", + "execution_count": 64, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "10" + ] + }, + "execution_count": 64, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the abs() function to determine the absolute value of a number\n", + "abs(10)" + ] + }, + { + "cell_type": "code", + "execution_count": 65, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "12" + ] + }, + "execution_count": 65, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the abs() function to determine the absolute value of a number\n", + "abs(-12)" + ] + }, + { + "cell_type": "code", + "execution_count": 66, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 66, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use the repr() function to return a string representation of an object\n", + "isinstance(repr(list_1), str)" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Python Object Attributes (Methods & Properties)\n", + "\n", + "Different types of objects in Python have different **attributes** that can be referred to by name (similar to a variable). To access an attribute of an object, use a dot (`.`) after the object, then specify the attribute (i.e. `obj.attribute`)\n", + "\n", + "When an attribute of an object is a callable, that attribute is called a **method**. It is the same as a function, only this function is bound to a particular object.\n", + "\n", + "When an attribute of an object is not a callable, that attribute is called a **property**. It is just a piece of data about the object, that is itself another object.\n", + "\n", + "The built-in `dir()` function can be used to return a list of an object's attributes.\n", + "\n", + "
" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Some Methods On `string` Objects\n", + "\n", + "- **`.capitalize()`** to return a capitalized version of the string (only first char uppercase)\n", + "- **`.upper()`** to return an uppercase version of the string (all chars uppercase)\n", + "- **`.lower()`** to return an lowercase version of the string (all chars lowercase)\n", + "- **`.count(substring)`** to return the number of occurences of the substring in the string\n", + "- **`.startswith(substring)`** to determine if the string starts with the substring\n", + "- **`.endswith(substring)`** to determine if the string ends with the substring\n", + "- **`.replace(old, new)`** to return a copy of the string with occurences of the \"old\" replaced by \"new\"" + ] + }, + { + "cell_type": "code", + "execution_count": 67, + "metadata": {}, + "outputs": [], + "source": [ + "# Assign a string to a variable\n", + "a_string = \"tHis is a sTriNg\"" + ] + }, + { + "cell_type": "code", + "execution_count": 68, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'This is a string'" + ] + }, + "execution_count": 68, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Return a capitalized version of the string\n", + "a_string.capitalize()" + ] + }, + { + "cell_type": "code", + "execution_count": 69, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'THIS IS A STRING'" + ] + }, + "execution_count": 69, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Return an uppercase version of the string\n", + "a_string.upper()" + ] + }, + { + "cell_type": "code", + "execution_count": 70, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'this is a string'" + ] + }, + "execution_count": 70, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Return a lowercase version of the string\n", + "a_string.lower()" + ] + }, + { + "cell_type": "code", + "execution_count": 71, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'tHis is a sTriNg'" + ] + }, + "execution_count": 71, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Notice that the methods called have not actually modified the string\n", + "a_string" + ] + }, + { + "cell_type": "code", + "execution_count": 72, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3" + ] + }, + "execution_count": 72, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Count number of occurences of a substring in the string\n", + "a_string.count(\"i\")" + ] + }, + { + "cell_type": "code", + "execution_count": 73, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "1" + ] + }, + "execution_count": 73, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Count number of occurences of a substring in the string after a certain position\n", + "a_string.count(\"i\", 7)" + ] + }, + { + "cell_type": "code", + "execution_count": 74, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "2" + ] + }, + "execution_count": 74, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Count number of occurences of a substring in the string\n", + "a_string.count(\"is\")" + ] + }, + { + "cell_type": "code", + "execution_count": 75, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "False" + ] + }, + "execution_count": 75, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Does the string start with 'this'?\n", + "a_string.startswith(\"this\")" + ] + }, + { + "cell_type": "code", + "execution_count": 76, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 76, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Does the lowercase string start with 'this'?\n", + "a_string.lower().startswith(\"this\")" + ] + }, + { + "cell_type": "code", + "execution_count": 77, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 77, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Does the string end with 'Ng'?\n", + "a_string.endswith(\"Ng\")" + ] + }, + { + "cell_type": "code", + "execution_count": 78, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'tHXYZ XYZ a sTriNg'" + ] + }, + "execution_count": 78, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Return a version of the string with a substring replaced with something else\n", + "a_string.replace(\"is\", \"XYZ\")" + ] + }, + { + "cell_type": "code", + "execution_count": 79, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'tH!s !s a sTr!Ng'" + ] + }, + "execution_count": 79, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Return a version of the string with a substring replaced with something else\n", + "a_string.replace(\"i\", \"!\")" + ] + }, + { + "cell_type": "code", + "execution_count": 80, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'tH!s !s a sTriNg'" + ] + }, + "execution_count": 80, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Return a version of the string with the first 2 occurences a substring replaced with something else\n", + "a_string.replace(\"i\", \"!\", 2)" + ] + }, + { + "cell_type": "markdown", + "metadata": { + "collapsed": true, + "jupyter": { + "outputs_hidden": true + } + }, + "source": [ + "## Some Methods On `list` Objects\n", + "\n", + "- **`.append(item)`** to add a single item to the list\n", + "- **`.extend([item1, item2, ...])`** to add multiple items to the list\n", + "- **`.remove(item)`** to remove a single item from the list\n", + "- **`.pop()`** to remove and return the item at the end of the list\n", + "- **`.pop(index)`** to remove and return an item at an index" + ] + }, + { + "cell_type": "code", + "execution_count": 81, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes']" + ] + }, + "execution_count": 81, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Remember what's in list_1\n", + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 82, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes', 'basketball']" + ] + }, + "execution_count": 82, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# append a string to a list\n", + "list_1.append(\"basketball\")\n", + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 83, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', 'cat', False, 5, 'grapes', 'basketball', 'baseball', 1]" + ] + }, + "execution_count": 83, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Add multiple items to a list\n", + "list_1.extend([\"baseball\", 1]) # equiv. list + list\n", + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 84, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', False, 5, 'grapes', 'basketball', 'baseball', 1]" + ] + }, + "execution_count": 84, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Remove a sinle item from a list\n", + "list_1.remove(\"cat\")\n", + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 85, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "1" + ] + }, + "execution_count": 85, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Remove the last item and return it\n", + "list_1.pop()" + ] + }, + { + "cell_type": "code", + "execution_count": 86, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[3, 5, 6, 3, 'dog', False, 5, 'grapes', 'basketball', 'baseball']" + ] + }, + "execution_count": 86, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "list_1" + ] + }, + { + "cell_type": "code", + "execution_count": 87, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3" + ] + }, + "execution_count": 87, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# remove an item at index 0 and return it\n", + "list_1.pop(0)" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Some Methods On `set` Objects\n", + "\n", + "- **`.add(item)`** to add a single item to the set\n", + "- **`.update([item1, item2, ...])`** to add multiple items to the set\n", + "- **`.update(set_2, set3, ...)`** to add items from all provided sets to the set\n", + "- **`.remove(item)`** to remove a single item from the set\n", + "- **`.difference(set_2)`** to return items in the set that are not in another set\n", + "- **`.intersection(set_2)`** to return items in both sets\n", + "- **`.union(set_2)`** to return items that are in either set\n", + "- **`.symmetric_difference(set_2)`** to return items that are only in one set (not both)\n", + "- **`.issuperset(set_2)`** does the set contain everything in the other set?\n", + "- **`.issubset(set_2)`** is the set contained in the other set?" + ] + }, + { + "cell_type": "code", + "execution_count": 88, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'Jason', 'jason'}" + ] + }, + "execution_count": 88, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set([\"Jason\", \"jason\", \"jason\"])" + ] + }, + { + "cell_type": "code", + "execution_count": 89, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{3, 5, 6, False, 'cat', 'dog', 'fuzz'}" + ] + }, + "execution_count": 89, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.add(\"fuzz\")\n", + "set_1" + ] + }, + { + "cell_type": "code", + "execution_count": 90, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{3, 5, 6, False, 'cat', 'coke', 'dog', 'fuzz', 'pepsi'}" + ] + }, + "execution_count": 90, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.update([\"coke\", \"pepsi\"])\n", + "set_1" + ] + }, + { + "cell_type": "code", + "execution_count": 91, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{3,\n", + " 5,\n", + " 6,\n", + " False,\n", + " 'cat',\n", + " 'coke',\n", + " 'dog',\n", + " 'fuzz',\n", + " 'jane',\n", + " 'jason',\n", + " 'jaya',\n", + " 'john',\n", + " 'jukes',\n", + " 'pepsi'}" + ] + }, + "execution_count": 91, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.update(set_2)\n", + "set_1" + ] + }, + { + "cell_type": "code", + "execution_count": 92, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{3,\n", + " 5,\n", + " 6,\n", + " False,\n", + " 'coke',\n", + " 'dog',\n", + " 'fuzz',\n", + " 'jane',\n", + " 'jason',\n", + " 'jaya',\n", + " 'john',\n", + " 'jukes',\n", + " 'pepsi'}" + ] + }, + "execution_count": 92, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.remove(\"cat\")\n", + "set_1" + ] + }, + { + "cell_type": "code", + "execution_count": 93, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{3, 5, 6, False, 'coke', 'dog', 'fuzz', 'pepsi'}" + ] + }, + "execution_count": 93, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.difference(set_2)" + ] + }, + { + "cell_type": "code", + "execution_count": 94, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'jane', 'jason', 'jaya', 'john', 'jukes'}" + ] + }, + "execution_count": 94, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.intersection(set_2)" + ] + }, + { + "cell_type": "code", + "execution_count": 95, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{3,\n", + " 5,\n", + " 6,\n", + " False,\n", + " 'coke',\n", + " 'dog',\n", + " 'fuzz',\n", + " 'jane',\n", + " 'jason',\n", + " 'jaya',\n", + " 'john',\n", + " 'jukes',\n", + " 'pepsi'}" + ] + }, + "execution_count": 95, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.union(set_2)" + ] + }, + { + "cell_type": "code", + "execution_count": 96, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 96, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.issuperset(set_2)" + ] + }, + { + "cell_type": "code", + "execution_count": 97, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "False" + ] + }, + "execution_count": 97, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "set_1.issubset(set_2)" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Some Methods On `dict` Objects\n", + "\n", + "- **`.update([(key1, val1), (key2, val2), ...])`** to add multiple key-value pairs to the dict\n", + "- **`.update(dict_2)`** to add all keys and values from another dict to the dict\n", + "- **`.pop(key)`** to remove key and return its value from the dict (error if key not found)\n", + "- **`.pop(key, default_val)`** to remove key and return its value from the dict (or return default_val if key not found)\n", + "- **`.get(key)`** to return the value at a specified key in the dict (or None if key not found)\n", + "- **`.get(key, default_val)`** to return the value at a specified key in the dict (or default_val if key not found)\n", + "- **`.keys()`** to return a list of keys in the dict\n", + "- **`.values()`** to return a list of values in the dict\n", + "- **`.items()`** to return a list of key-value pairs (tuples) in the dict" + ] + }, + { + "cell_type": "code", + "execution_count": 98, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'name': 'Jane', 'age': 23, 'fav_foods': ['pizza', 'fruit', 'fish']}" + ] + }, + "execution_count": 98, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Remember what's in dict_1\n", + "dict_1" + ] + }, + { + "cell_type": "code", + "execution_count": 99, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'name': 'Jane',\n", + " 'age': 23,\n", + " 'fav_foods': ['pizza', 'fruit', 'fish'],\n", + " 'rain': True,\n", + " 'cars': 'a lot'}" + ] + }, + "execution_count": 99, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Update dict_1 with an iterable\n", + "dict_1.update([(\"rain\", True), (\"cars\", \"a lot\")])\n", + "dict_1" + ] + }, + { + "cell_type": "code", + "execution_count": 100, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'name': 'Javier',\n", + " 'age': 45,\n", + " 'fav_foods': ['chicken', 'veg', 'candy'],\n", + " 'rain': True,\n", + " 'cars': 'a lot'}" + ] + }, + "execution_count": 100, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Update dict_1 with another dict\n", + "dict_1.update(dict_2)\n", + "dict_1" + ] + }, + { + "cell_type": "code", + "execution_count": 101, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "45" + ] + }, + "execution_count": 101, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Remove the key and value at age\n", + "dict_1.pop(\"age\")" + ] + }, + { + "cell_type": "code", + "execution_count": 102, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'name': 'Javier',\n", + " 'fav_foods': ['chicken', 'veg', 'candy'],\n", + " 'rain': True,\n", + " 'cars': 'a lot'}" + ] + }, + "execution_count": 102, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Key and value are removed\n", + "dict_1" + ] + }, + { + "cell_type": "code", + "execution_count": 103, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "50" + ] + }, + "execution_count": 103, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use a default value\n", + "dict_1.pop(\"age\", 50)" + ] + }, + { + "cell_type": "code", + "execution_count": 104, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'No car found'" + ] + }, + "execution_count": 104, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Use get to set a default\n", + "dict_1.get(\"car\", \"No car found\")" + ] + }, + { + "cell_type": "code", + "execution_count": 105, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "dict_keys(['name', 'fav_foods', 'rain', 'cars'])" + ] + }, + "execution_count": 105, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Get the keys of a dict as an iterable\n", + "dict_1.keys()" + ] + }, + { + "cell_type": "code", + "execution_count": 106, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "dict_values(['Javier', ['chicken', 'veg', 'candy'], True, 'a lot'])" + ] + }, + "execution_count": 106, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Get the values of a dict as an iterable\n", + "dict_1.values()" + ] + }, + { + "cell_type": "code", + "execution_count": 107, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "dict_items([('name', 'Javier'), ('fav_foods', ['chicken', 'veg', 'candy']), ('rain', True), ('cars', 'a lot')])" + ] + }, + "execution_count": 107, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Get the key-value pairs of a dict as an iterable\n", + "dict_1.items()" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Positional Arguments & Keyword Arguments To Callables\n", + "\n", + "You can call a function/method in a number of different ways:\n", + "\n", + "- `func()`: Call `func` with no arguments\n", + "- `func(arg)`: Call `func` with one positional argument\n", + "- `func(arg1, arg2)`: Call `func` with two positional arguments\n", + "- `func(arg1, arg2, ..., argn)`: Call `func` with many positional arguments\n", + "- `func(kwarg=value)`: Call `func` with one keyword argument \n", + "- `func(kwarg1=value1, kwarg2=value2)`: Call `func` with two keyword arguments\n", + "- `func(kwarg1=value1, kwarg2=value2, ..., kwargn=valuen)`: Call `func` with many keyword arguments\n", + "- `func(arg1, arg2, kwarg1=value1, kwarg2=value2)`: Call `func` with positonal arguments and keyword arguments\n", + "- `obj.method()`: Same for `func`.. and every other `func` example\n", + "\n", + "When using **positional arguments**, you must provide them in the order that the function defined them (the function's **signature**).\n", + "\n", + "When using **keyword arguments**, you can provide the arguments you want, in any order you want, as long as you specify each argument's name.\n", + "\n", + "When using positional and keyword arguments, positional arguments must come first." + ] + }, + { + "cell_type": "code", + "execution_count": 108, + "metadata": {}, + "outputs": [], + "source": [ + "def func_1():\n", + " return 1 + 1" + ] + }, + { + "cell_type": "code", + "execution_count": 109, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "2" + ] + }, + "execution_count": 109, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "func_1()" + ] + }, + { + "cell_type": "code", + "execution_count": 110, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "25" + ] + }, + "execution_count": 110, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "def func_2(x):\n", + " return x**2 # equiv. x^2\n", + "\n", + "\n", + "func_2(5)" + ] + }, + { + "cell_type": "code", + "execution_count": 111, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "4.0" + ] + }, + "execution_count": 111, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "def func_3(x, y):\n", + " return x / y\n", + "\n", + "\n", + "func_3(8, 2)" + ] + }, + { + "cell_type": "code", + "execution_count": 112, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "{'one': 1, 'two': 2, 'jason': 'banana'}\n" + ] + } + ], + "source": [ + "def func_4(**kwargs):\n", + " print(kwargs)\n", + "\n", + "\n", + "func_4(one=1, two=2, jason=\"banana\")" + ] + }, + { + "cell_type": "code", + "execution_count": 113, + "metadata": {}, + "outputs": [], + "source": [ + "def func_5(a, b, c, **kwargs):\n", + " pass\n", + "\n", + "\n", + "func_5(2, 3, c=5)" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Python \"for loops\"\n", + "\n", + "It is easy to **iterate** over a collection of items using a **for loop**. The strings, lists, tuples, sets, and dictionaries we defined are all **iterable** containers.\n", + "\n", + "The for loop will go through the specified container, one item at a time, and provide a temporary variable for the current item. You can use this temporary variable like a normal variable." + ] + }, + { + "cell_type": "code", + "execution_count": 114, + "metadata": { + "scrolled": true + }, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "5\n", + "6\n", + "3\n", + "dog\n", + "False\n", + "5\n", + "grapes\n", + "basketball\n", + "baseball\n" + ] + } + ], + "source": [ + "list_1\n", + "\n", + "for item in list_1:\n", + " print(item)" + ] + }, + { + "cell_type": "code", + "execution_count": 115, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "3\n", + "5\n", + "6\n", + "3\n", + "dog\n", + "cat\n", + "False\n", + "5\n", + "grapes\n" + ] + } + ], + "source": [ + "for item in tuple_1:\n", + " print(item)" + ] + }, + { + "cell_type": "code", + "execution_count": 116, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "False\n", + "3\n", + "5\n", + "6\n", + "john\n", + "jane\n", + "coke\n", + "jukes\n", + "jaya\n", + "jason\n", + "fuzz\n", + "pepsi\n", + "dog\n" + ] + } + ], + "source": [ + "for item in set_1:\n", + " print(item)" + ] + }, + { + "cell_type": "code", + "execution_count": 117, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "Key:name -> Value:Javier\n", + "Key:fav_foods -> Value:['chicken', 'veg', 'candy']\n", + "Key:rain -> Value:True\n", + "Key:cars -> Value:a lot\n" + ] + } + ], + "source": [ + "for key, value in dict_1.items():\n", + " print(f\"Key:{key} -> Value:{value}\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Python \"if statements\" & \"while loops\"\n", + "\n", + "Conditional expressions can be used with these two **conditional statements**.\n", + "\n", + "The **if statement** allows you to test a condition and perform some actions if the condition evaluates to `True`. You can also provide `elif` and/or `else` clauses to an if statement to take alternative actions if the condition evaluates to `False`.\n", + "\n", + "The **while loop** will keep looping until its conditional expression evaluates to `False`.\n", + "\n", + "> Note: It is possible to \"loop forever\" when using a while loop with a conditional expression that never evaluates to `False`.\n", + ">\n", + "> Note: Since the **for loop** will iterate over a container of items until there are no more, there is no need to specify a \"stop looping\" condition." + ] + }, + { + "cell_type": "code", + "execution_count": 118, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "Correct\n" + ] + } + ], + "source": [ + "if 1 < 2:\n", + " print(\"Correct\")" + ] + }, + { + "cell_type": "code", + "execution_count": 119, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "True" + ] + }, + "execution_count": 119, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "1 < 2" + ] + }, + { + "cell_type": "code", + "execution_count": 120, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "Correct\n" + ] + } + ], + "source": [ + "if (1 < 2) and isinstance(\"jason\", str) and 1 and 12 < 20:\n", + " print(\"Correct\")" + ] + }, + { + "cell_type": "code", + "execution_count": 121, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "Default\n" + ] + } + ], + "source": [ + "if 1 > 2:\n", + " print(\"Incorrect\")\n", + "elif 1 > 3:\n", + " print(\"Still incorrect\")\n", + "else:\n", + " print(\"Default\")" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## List Comprehensions" + ] + }, + { + "cell_type": "code", + "execution_count": 122, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[1, 2, 3, 4, 5]" + ] + }, + "execution_count": 122, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Create a simple list\n", + "l = [1, 2, 3, 4, 5]\n", + "l" + ] + }, + { + "cell_type": "code", + "execution_count": 123, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[1, 2, 3, 4, 5, 1, 2, 3, 4, 5]" + ] + }, + "execution_count": 123, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# This does not multiply each value by 2\n", + "l * 2" + ] + }, + { + "cell_type": "code", + "execution_count": 124, + "metadata": {}, + "outputs": [], + "source": [ + "# The long way to do it...\n", + "new_list = []\n", + "for item in l:\n", + " v = item * 2\n", + " new_list.append(v)" + ] + }, + { + "cell_type": "code", + "execution_count": 125, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[2, 4, 6, 8, 10]" + ] + }, + "execution_count": 125, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "new_list" + ] + }, + { + "cell_type": "code", + "execution_count": 126, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[2, 4, 6, 8, 10]" + ] + }, + "execution_count": 126, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Same result using a list comprehension\n", + "[item * 2 for item in l]" + ] + }, + { + "cell_type": "code", + "execution_count": 127, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[0.5, 1.0, 1.5, 2.0, 2.5]" + ] + }, + "execution_count": 127, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Another example\n", + "x = []\n", + "for i in [1, 2, 3, 4, 5]:\n", + " x.append(i / 2)\n", + "x" + ] + }, + { + "cell_type": "code", + "execution_count": 128, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[0.5, 1.0, 1.5, 2.0, 2.5]" + ] + }, + "execution_count": 128, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "[i / 2 for i in [1, 2, 3, 4, 5]]" + ] + }, + { + "cell_type": "code", + "execution_count": 129, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "[int, int, int, str, bool, int, str, str, str]" + ] + }, + "execution_count": 129, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "[type(i) for i in list_1]" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Importing Modules" + ] + }, + { + "cell_type": "code", + "execution_count": 130, + "metadata": {}, + "outputs": [], + "source": [ + "import math\n", + "import numpy" + ] + }, + { + "cell_type": "code", + "execution_count": 131, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3.0" + ] + }, + "execution_count": 131, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "math.sqrt(9)" + ] + }, + { + "cell_type": "code", + "execution_count": 132, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3.0" + ] + }, + "execution_count": 132, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "numpy.sqrt(9)" + ] + }, + { + "cell_type": "code", + "execution_count": 133, + "metadata": {}, + "outputs": [], + "source": [ + "import math as m" + ] + }, + { + "cell_type": "code", + "execution_count": 134, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3.0" + ] + }, + "execution_count": 134, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "m.sqrt(9)" + ] + }, + { + "cell_type": "code", + "execution_count": 135, + "metadata": {}, + "outputs": [], + "source": [ + "from math import sqrt\n", + "from numpy import sqrt" + ] + }, + { + "cell_type": "code", + "execution_count": 136, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "3.0" + ] + }, + "execution_count": 136, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "sqrt(9)" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Exceptions" + ] + }, + { + "cell_type": "code", + "execution_count": 137, + "metadata": {}, + "outputs": [ + { + "ename": "KeyError", + "evalue": "'food'", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mKeyError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[137], line 2\u001b[0m\n\u001b[1;32m 1\u001b[0m dict3 \u001b[38;5;241m=\u001b[39m {\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mname\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mjason\u001b[39m\u001b[38;5;124m\"\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mcar\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mnope\u001b[39m\u001b[38;5;124m\"\u001b[39m}\n\u001b[0;32m----> 2\u001b[0m \u001b[43mdict3\u001b[49m\u001b[43m[\u001b[49m\u001b[38;5;124;43m\"\u001b[39;49m\u001b[38;5;124;43mfood\u001b[39;49m\u001b[38;5;124;43m\"\u001b[39;49m\u001b[43m]\u001b[49m\n", + "\u001b[0;31mKeyError\u001b[0m: 'food'" + ] + } + ], + "source": [ + "dict3 = {\"name\": \"jason\", \"car\": \"nope\"}\n", + "dict3[\"food\"]" + ] + }, + { + "cell_type": "code", + "execution_count": 138, + "metadata": {}, + "outputs": [ + { + "ename": "ZeroDivisionError", + "evalue": "division by zero", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mZeroDivisionError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[138], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;241;43m2\u001b[39;49m\u001b[43m \u001b[49m\u001b[38;5;241;43m/\u001b[39;49m\u001b[43m \u001b[49m\u001b[38;5;241;43m0\u001b[39;49m\n", + "\u001b[0;31mZeroDivisionError\u001b[0m: division by zero" + ] + } + ], + "source": [ + "2 / 0" + ] + }, + { + "cell_type": "code", + "execution_count": 139, + "metadata": {}, + "outputs": [ + { + "ename": "TypeError", + "evalue": "set expected at most 1 argument, got 3", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mTypeError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[139], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;28;43mset\u001b[39;49m\u001b[43m(\u001b[49m\u001b[38;5;241;43m1\u001b[39;49m\u001b[43m,\u001b[49m\u001b[43m \u001b[49m\u001b[38;5;241;43m2\u001b[39;49m\u001b[43m,\u001b[49m\u001b[43m \u001b[49m\u001b[38;5;241;43m3\u001b[39;49m\u001b[43m)\u001b[49m\n", + "\u001b[0;31mTypeError\u001b[0m: set expected at most 1 argument, got 3" + ] + } + ], + "source": [ + "set(1, 2, 3)" + ] + }, + { + "cell_type": "code", + "execution_count": 140, + "metadata": {}, + "outputs": [ + { + "ename": "NameError", + "evalue": "name 'jason' is not defined", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mNameError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[140], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mjason\u001b[49m\n", + "\u001b[0;31mNameError\u001b[0m: name 'jason' is not defined" + ] + } + ], + "source": [ + "jason" + ] + }, + { + "cell_type": "code", + "execution_count": 141, + "metadata": {}, + "outputs": [ + { + "ename": "SyntaxError", + "evalue": "invalid syntax (1125386000.py, line 1)", + "output_type": "error", + "traceback": [ + "\u001b[0;36m Cell \u001b[0;32mIn[141], line 1\u001b[0;36m\u001b[0m\n\u001b[0;31m 1 + 2:\u001b[0m\n\u001b[0m ^\u001b[0m\n\u001b[0;31mSyntaxError\u001b[0m\u001b[0;31m:\u001b[0m invalid syntax\n" + ] + } + ], + "source": [ + "1 + 2:" + ] + }, + { + "cell_type": "code", + "execution_count": 150, + "metadata": {}, + "outputs": [ + { + "ename": "Exception", + "evalue": "My own exception", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mException\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[150], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;28;01mraise\u001b[39;00m \u001b[38;5;167;01mException\u001b[39;00m(\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mMy own exception\u001b[39m\u001b[38;5;124m\"\u001b[39m)\n", + "\u001b[0;31mException\u001b[0m: My own exception" + ] + } + ], + "source": [ + "raise Exception(\"My own exception\")" + ] + }, + { + "cell_type": "code", + "execution_count": 151, + "metadata": {}, + "outputs": [ + { + "ename": "AssertionError", + "evalue": "Pass a number >=0", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mAssertionError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[151], line 6\u001b[0m\n\u001b[1;32m 2\u001b[0m \u001b[38;5;28;01massert\u001b[39;00m x \u001b[38;5;241m>\u001b[39m\u001b[38;5;241m=\u001b[39m \u001b[38;5;241m0\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mPass a number >=0\u001b[39m\u001b[38;5;124m\"\u001b[39m\n\u001b[1;32m 3\u001b[0m \u001b[38;5;28;01mreturn\u001b[39;00m math\u001b[38;5;241m.\u001b[39msqrt(x)\n\u001b[0;32m----> 6\u001b[0m \u001b[43mfcn\u001b[49m\u001b[43m(\u001b[49m\u001b[38;5;241;43m-\u001b[39;49m\u001b[38;5;241;43m1\u001b[39;49m\u001b[43m)\u001b[49m\n", + "Cell \u001b[0;32mIn[151], line 2\u001b[0m, in \u001b[0;36mfcn\u001b[0;34m(x)\u001b[0m\n\u001b[1;32m 1\u001b[0m \u001b[38;5;28;01mdef\u001b[39;00m \u001b[38;5;21mfcn\u001b[39m(x):\n\u001b[0;32m----> 2\u001b[0m \u001b[38;5;28;01massert\u001b[39;00m x \u001b[38;5;241m>\u001b[39m\u001b[38;5;241m=\u001b[39m \u001b[38;5;241m0\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mPass a number >=0\u001b[39m\u001b[38;5;124m\"\u001b[39m\n\u001b[1;32m 3\u001b[0m \u001b[38;5;28;01mreturn\u001b[39;00m math\u001b[38;5;241m.\u001b[39msqrt(x)\n", + "\u001b[0;31mAssertionError\u001b[0m: Pass a number >=0" + ] + } + ], + "source": [ + "def fcn(x):\n", + " assert x >= 0, \"Pass a number >=0\"\n", + " return math.sqrt(x)\n", + "\n", + "\n", + "fcn(-1)" + ] + }, + { + "cell_type": "code", + "execution_count": 152, + "metadata": {}, + "outputs": [ + { + "ename": "ModuleNotFoundError", + "evalue": "No module named 'my_module'", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mModuleNotFoundError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[152], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;28;01mimport\u001b[39;00m \u001b[38;5;21;01mmy_module\u001b[39;00m\n", + "\u001b[0;31mModuleNotFoundError\u001b[0m: No module named 'my_module'" + ] + } + ], + "source": [ + "import my_module" + ] + }, + { + "cell_type": "code", + "execution_count": 153, + "metadata": {}, + "outputs": [ + { + "ename": "NameError", + "evalue": "name 'calculate' is not defined", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mNameError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[153], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mcalculate\u001b[49m(\u001b[38;5;241m5\u001b[39m, \u001b[38;5;241m5\u001b[39m)\n", + "\u001b[0;31mNameError\u001b[0m: name 'calculate' is not defined" + ] + } + ], + "source": [ + "calculate(5, 5)" + ] + }, + { + "cell_type": "code", + "execution_count": 154, + "metadata": {}, + "outputs": [ + { + "ename": "ValueError", + "evalue": "math domain error", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mValueError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[154], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mmath\u001b[49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43msqrt\u001b[49m\u001b[43m(\u001b[49m\u001b[38;5;241;43m-\u001b[39;49m\u001b[38;5;241;43m1\u001b[39;49m\u001b[43m)\u001b[49m\n", + "\u001b[0;31mValueError\u001b[0m: math domain error" + ] + } + ], + "source": [ + "math.sqrt(-1)" + ] + }, + { + "cell_type": "code", + "execution_count": 155, + "metadata": {}, + "outputs": [ + { + "ename": "AttributeError", + "evalue": "module 'math' has no attribute 'my_func'", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mAttributeError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[155], line 3\u001b[0m\n\u001b[1;32m 1\u001b[0m \u001b[38;5;28;01mimport\u001b[39;00m \u001b[38;5;21;01mmath\u001b[39;00m\n\u001b[0;32m----> 3\u001b[0m \u001b[43mmath\u001b[49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43mmy_func\u001b[49m(\u001b[38;5;241m2\u001b[39m)\n", + "\u001b[0;31mAttributeError\u001b[0m: module 'math' has no attribute 'my_func'" + ] + } + ], + "source": [ + "import math\n", + "\n", + "math.my_func(2)" + ] + }, + { + "cell_type": "code", + "execution_count": 156, + "metadata": {}, + "outputs": [ + { + "ename": "AttributeError", + "evalue": "'str' object has no attribute 'my_func'", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mAttributeError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[156], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[38;5;124;43m\"\u001b[39;49m\u001b[38;5;124;43mjason\u001b[39;49m\u001b[38;5;124;43m\"\u001b[39;49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43mmy_func\u001b[49m()\n", + "\u001b[0;31mAttributeError\u001b[0m: 'str' object has no attribute 'my_func'" + ] + } + ], + "source": [ + "\"jason\".my_func()" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Classes: Creating Your Own Objects" + ] + }, + { + "cell_type": "code", + "execution_count": 157, + "metadata": {}, + "outputs": [], + "source": [ + "class JasonStrimpel:\n", + " pass\n", + "\n", + "\n", + "class ThisIsMyClass:\n", + " pass" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "metadata": {}, + "outputs": [], + "source": [] + }, + { + "cell_type": "code", + "execution_count": 158, + "metadata": {}, + "outputs": [], + "source": [ + "# Define a new class called `Thing` that is derived from the base Python object\n", + "class Car(object):\n", + " color = \"red\"" + ] + }, + { + "cell_type": "code", + "execution_count": 159, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "__main__.Car" + ] + }, + "execution_count": 159, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "# Create \"instances\" of our new classes\n", + "a = Car()\n", + "b = Car()\n", + "c = Car()\n", + "\n", + "type(c)" + ] + }, + { + "cell_type": "code", + "execution_count": 160, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'red'" + ] + }, + "execution_count": 160, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "c.color" + ] + }, + { + "cell_type": "code", + "execution_count": 161, + "metadata": {}, + "outputs": [], + "source": [ + "# Interact with a DictThing instance just as you would a normal dictionary\n", + "# Define a new class called `DictThing` that is derived from the `dict` type\n", + "class DictThing(dict):\n", + " my_property = 'I am a \"DictThing\"'" + ] + }, + { + "cell_type": "code", + "execution_count": 162, + "metadata": {}, + "outputs": [], + "source": [ + "d = DictThing()" + ] + }, + { + "cell_type": "code", + "execution_count": 163, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "{'name': 'Javier',\n", + " 'fav_foods': ['chicken', 'veg', 'candy'],\n", + " 'rain': True,\n", + " 'cars': 'a lot'}" + ] + }, + "execution_count": 163, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "dict_1" + ] + }, + { + "cell_type": "code", + "execution_count": 164, + "metadata": {}, + "outputs": [ + { + "ename": "AttributeError", + "evalue": "'dict' object has no attribute 'my_property'", + "output_type": "error", + "traceback": [ + "\u001b[0;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[0;31mAttributeError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[0;32mIn[164], line 1\u001b[0m\n\u001b[0;32m----> 1\u001b[0m \u001b[43mdict_1\u001b[49m\u001b[38;5;241;43m.\u001b[39;49m\u001b[43mmy_property\u001b[49m\n", + "\u001b[0;31mAttributeError\u001b[0m: 'dict' object has no attribute 'my_property'" + ] + } + ], + "source": [ + "dict_1.my_property" + ] + }, + { + "cell_type": "code", + "execution_count": 165, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "{'age': 13, 'fav_foods': ['pizza', 'sushi', 'pad thai', 'waffles'], 'fav_color': 'green'}\n" + ] + } + ], + "source": [ + "d.update(\n", + " {\n", + " \"age\": 13,\n", + " \"fav_foods\": [\"pizza\", \"sushi\", \"pad thai\", \"waffles\"],\n", + " \"fav_color\": \"green\",\n", + " }\n", + ")\n", + "print(d)" + ] + }, + { + "cell_type": "code", + "execution_count": 166, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "I am a \"DictThing\"\n" + ] + } + ], + "source": [ + "print(d.my_property)" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Creating An Initializer Method For Classes" + ] + }, + { + "cell_type": "code", + "execution_count": 167, + "metadata": {}, + "outputs": [], + "source": [ + "class Car:\n", + "\n", + " color = \"red\"\n", + "\n", + " def __init__(self):\n", + " print(f\"The car is going fast.\")" + ] + }, + { + "cell_type": "code", + "execution_count": 168, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "The car is going fast.\n" + ] + } + ], + "source": [ + "a = Car()" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "## Defining Attributes & Methods" + ] + }, + { + "cell_type": "code", + "execution_count": 169, + "metadata": {}, + "outputs": [], + "source": [ + "class Car:\n", + "\n", + " color = \"red\"\n", + "\n", + " def __init__(self):\n", + " print(f\"The car is going fast.\")\n", + "\n", + " def drive(self, how_fast):\n", + " return f\"The {self.color} car drives {how_fast} mph.\"" + ] + }, + { + "cell_type": "code", + "execution_count": 170, + "metadata": {}, + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "The car is going fast.\n", + "The car is going fast.\n" + ] + } + ], + "source": [ + "car_a = Car()\n", + "car_b = Car()" + ] + }, + { + "cell_type": "code", + "execution_count": 171, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'red'" + ] + }, + "execution_count": 171, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "car_a.color" + ] + }, + { + "cell_type": "code", + "execution_count": 172, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'red'" + ] + }, + "execution_count": 172, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "car_b.color" + ] + }, + { + "cell_type": "code", + "execution_count": 173, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'The red car drives 55 mph.'" + ] + }, + "execution_count": 173, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "car_b.drive(55)" + ] + }, + { + "cell_type": "markdown", + "metadata": {}, + "source": [ + "# `self` - Setting Attributes & Methods" + ] + }, + { + "cell_type": "code", + "execution_count": 174, + "metadata": {}, + "outputs": [], + "source": [ + "class Car:\n", + "\n", + " def __init__(self, color, make):\n", + " self.color = color\n", + " self.color_cap = color.upper()\n", + " self.make = make\n", + "\n", + " def mph_to_kph(self, mph):\n", + " return mph * 1.60934\n", + "\n", + " def drive(self, how_fast):\n", + " return f\"The {self.color} {self.make} drives {how_fast} mph.\"\n", + "\n", + " def drive_in_kph(self, how_fast):\n", + " kph = self.mph_to_kph(how_fast)\n", + " return f\"The {self.color} {self.make} drives {kph} kph.\"" + ] + }, + { + "cell_type": "code", + "execution_count": 175, + "metadata": {}, + "outputs": [], + "source": [ + "car_a = Car(\"Black\", \"Tahoe\")" + ] + }, + { + "cell_type": "code", + "execution_count": 176, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'The Black Tahoe drives 88.5137 kph.'" + ] + }, + "execution_count": 176, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "car_a.drive_in_kph(55)" + ] + }, + { + "cell_type": "code", + "execution_count": 177, + "metadata": {}, + "outputs": [ + { + "data": { + "text/plain": [ + "'The Black Audi drives 160.934 kph.'" + ] + }, + "execution_count": 177, + "metadata": {}, + "output_type": "execute_result" + } + ], + "source": [ + "car_b = Car(\"Black\", \"Audi\")\n", + "car_b.drive_in_kph(100)" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "metadata": {}, + "outputs": [], + "source": [] + } + ], + "metadata": { + "kernelspec": { + "display_name": "Python 3 (ipykernel)", + "language": "python", + "name": "python3" + }, + "language_info": { + "codemirror_mode": { + "name": "ipython", + "version": 3 + }, + "file_extension": ".py", + "mimetype": "text/x-python", + "name": "python", + "nbconvert_exporter": "python", + "pygments_lexer": "ipython3", + "version": "3.12.5" + } + }, + "nbformat": 4, + "nbformat_minor": 4 +} diff --git a/build/conda/installer/assets/header_win.png b/build/conda/installer/assets/header_win.png new file mode 100644 index 000000000000..f7ffd7ea723b Binary files /dev/null and b/build/conda/installer/assets/header_win.png differ diff --git a/build/conda/installer/assets/installer.nsi b/build/conda/installer/assets/installer.nsi new file mode 100644 index 000000000000..65506d5e8a08 --- /dev/null +++ b/build/conda/installer/assets/installer.nsi @@ -0,0 +1,264 @@ +;-------------------------------- +; Includes + + !include "MUI2.nsh" + !include "logiclib.nsh" + + +#if enable_debugging is True +# Special logging build needed for ENABLE_LOGGING +# See https://nsis.sourceforge.io/Special_Builds +!define ENABLE_LOGGING=True +#endif + +# Comes from https://nsis.sourceforge.io/Logging:Enable_Logs_Quickly +!define LogSet "!insertmacro LogSetMacro" +!macro LogSetMacro SETTING + !ifdef ENABLE_LOGGING + LogSet ${SETTING} + !endif +!macroend + +!define LogText "!insertmacro LogTextMacro" +!macro LogTextMacro INPUT_TEXT + !ifdef ENABLE_LOGGING + LogText ${INPUT_TEXT} + !endif +!macroend + +;-------------------------------- +; Custom defines + !define NAME "OpenBB Platform" + !define COMPANY "OpenBB" + !define VERSION "1.0.0" + !define SLUG "${NAME} v${VERSION}" + +;-------------------------------- +; General + Name "${NAME}" + InstallDir "${PROFILE}\OpenBB" + RequestExecutionLevel user + +;-------------------------------- +; UI + + !define MUI_ICON "assets\openbb_icon.ico" + !define MUI_UNICON "assets\openbb_icon.ico" + !define MUI_HEADERIMAGE + !define MUI_WELCOMEFINISHPAGE_BITMAP "assets\installer_vertical2.bmp" + !define MUI_HEADERIMAGE_BITMAP "assets\installer_horizontal.bmp" + !define MUI_ABORTWARNING + !define MUI_WELCOMEPAGE_TITLE "${SLUG} Setup" + !define UninstId "OpenBBPlatform" ; You might want to use a GUID here + +;-------------------------------- +; Pages + + ; Installer pages + !insertmacro MUI_PAGE_WELCOME + !insertmacro MUI_PAGE_LICENSE "assets\installer_license.txt" +; !insertmacro MUI_PAGE_COMPONENTS + !insertmacro MUI_PAGE_DIRECTORY + !insertmacro MUI_PAGE_INSTFILES + !insertmacro MUI_PAGE_FINISH + + ; Uninstaller pages + !insertmacro MUI_UNPAGE_CONFIRM + !insertmacro MUI_UNPAGE_INSTFILES + + ; Set UI language + !insertmacro MUI_LANGUAGE "English" + + + ; Var /GLOBAL installerPath + + + + + +; StrContains +; This function does a case sensitive searches for an occurrence of a substring in a string. +; It returns the substring if it is found. +; Otherwise it returns null(""). +; Written by kenglish_hi +; Adapted from StrReplace written by dandaman32 + + +Var STR_HAYSTACK +Var STR_NEEDLE +Var STR_CONTAINS_VAR_1 +Var STR_CONTAINS_VAR_2 +Var STR_CONTAINS_VAR_3 +Var STR_CONTAINS_VAR_4 +Var STR_RETURN_VAR + +Function StrContains + Exch $STR_NEEDLE + Exch 1 + Exch $STR_HAYSTACK + ; Uncomment to debug + ;MessageBox MB_OK 'STR_NEEDLE = $STR_NEEDLE STR_HAYSTACK = $STR_HAYSTACK ' + StrCpy $STR_RETURN_VAR "" + StrCpy $STR_CONTAINS_VAR_1 -1 + StrLen $STR_CONTAINS_VAR_2 $STR_NEEDLE + StrLen $STR_CONTAINS_VAR_4 $STR_HAYSTACK + loop: + IntOp $STR_CONTAINS_VAR_1 $STR_CONTAINS_VAR_1 + 1 + StrCpy $STR_CONTAINS_VAR_3 $STR_HAYSTACK $STR_CONTAINS_VAR_2 $STR_CONTAINS_VAR_1 + StrCmp $STR_CONTAINS_VAR_3 $STR_NEEDLE found + StrCmp $STR_CONTAINS_VAR_1 $STR_CONTAINS_VAR_4 done + Goto loop + found: + StrCpy $STR_RETURN_VAR $STR_NEEDLE + Goto done + done: + Pop $STR_NEEDLE ;Prevent "invalid opcode" errors and keep the + Exch $STR_RETURN_VAR +FunctionEnd + +!macro _StrContainsConstructor OUT NEEDLE HAYSTACK + Push `${HAYSTACK}` + Push `${NEEDLE}` + Call StrContains + Pop `${OUT}` +!macroend + +!define StrContains '!insertmacro "_StrContainsConstructor"' + + +;------------------------------- +; Uninstall Previous Version if exists + +!macro UninstallExisting exitcode uninstcommand +Push `${uninstcommand}` +Call UninstallExisting +Pop ${exitcode} +!macroend +Function UninstallExisting +Exch $1 ; uninstcommand +Push $2 ; Uninstaller +Push $3 ; Len +StrCpy $3 "" +StrCpy $2 $1 1 +StrCmp $2 '"' qloop sloop +sloop: + StrCpy $2 $1 1 $3 + IntOp $3 $3 + 1 + StrCmp $2 "" +2 + StrCmp $2 ' ' 0 sloop + IntOp $3 $3 - 1 + Goto run +qloop: + StrCmp $3 "" 0 +2 + StrCpy $1 $1 "" 1 ; Remove initial quote + IntOp $3 $3 + 1 + StrCpy $2 $1 1 $3 + StrCmp $2 "" +2 + StrCmp $2 '"' 0 qloop +run: + StrCpy $2 $1 $3 ; Path to uninstaller + StrCpy $1 161 ; ERROR_BAD_PATHNAME + GetFullPathName $3 "$2\.." ; $InstDir + IfFileExists "$2" 0 +4 + ExecWait '"$2" /S _?=$3' $1 ; This assumes the existing uninstaller is a NSIS uninstaller, other uninstallers don't support /S nor _?= + IntCmp $1 0 "" +2 +2 ; Don't delete the installer if it was aborted + Delete "$2" ; Delete the uninstaller + RMDir "$3" ; Try to delete $InstDir + RMDir "$3\.." ; (Optional) Try to delete the parent of $InstDir +Pop $3 +Pop $2 +Exch $1 ; exitcode +FunctionEnd + + +Function .onInit +ReadRegStr $0 HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "UninstallString" +${If} $0 != "" +${AndIf} ${Cmd} `MessageBox MB_YESNO|MB_ICONQUESTION "It is highly recommended to uninstall the previous version of OpenBB Terminal - Please click Yes to proceed (Note - You will not lose your custom settings) - Or you can uninstall manually. " /SD IDYES IDYES` + !insertmacro UninstallExisting $0 $0 + ${If} $0 <> 0 + MessageBox MB_YESNO|MB_ICONSTOP "Failed to uninstall, continue anyway?" /SD IDYES IDYES +2 + Abort + ${EndIf} +${EndIf} +FunctionEnd + +;-------------------------------- +; Section - Install App + + Section "-hidden app" + SectionIn RO + ${StrContains} $0 "\OpenBB" "$INSTDIR" + ; Making sure here if user manually removes \openbb from their path that it still installs there + ; so we dont have issues with uninstaller later. + StrCmp $0 "" notfound + ; MessageBox MB_OK 'Found string $0 $INSTDIR' + SetOutPath "$INSTDIR" + Goto done + notfound: + ; MessageBox MB_OK "$INSTDIR is 'bla'" + SetOutPath "$INSTDIR\OpenBB" + StrCpy $InstDir "$INSTDIR\OpenBB" + ; MessageBox MB_OK 'Did not find string "$INSTDIR\OpenBB" "$installerPath"' + done: + + ; File /r "app\*.*" + WriteRegStr HKCU "Software\${NAME}" "" $INSTDIR + WriteUninstaller "$INSTDIR\Uninstall.exe" + WriteRegStr HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "OpenBBPlatform" "OpenBB" + WriteRegStr HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "UninstallString" '"$InstDir\Uninstall.exe"' + WriteRegStr HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" "QuietUninstallString" '"$InstDir\Uninstall.exe" /S' + SectionEnd + + +;-------------------------------- +; Remove empty parent directories + + Function un.RMDirUP + !define RMDirUP '!insertmacro RMDirUPCall' + + !macro RMDirUPCall _PATH + push '${_PATH}' + Call un.RMDirUP + !macroend + + ; $0 - current folder + ClearErrors + + Exch $0 + ;DetailPrint "ASDF - $0\.." + RMDir "$0\.." + + IfErrors Skip + ${RMDirUP} "$0\.." + Skip: + + Pop $0 + + FunctionEnd + +;-------------------------------- +; Section - Uninstaller + +Section "Uninstall" + + ;Delete Shortcut + Delete "$DESKTOP\${NAME}.lnk" + + ;Delete Directory + Delete '$SMPROGRAMS\${Company}\${NAME}' + + ;Delete Reg Key + DeleteRegKey HKCU "Software\Software\Microsoft\Windows\CurrentVersion\Uninstall\${UninstId}" + + ;Delete Uninstall + Delete "$INSTDIR\Uninstall.exe" + + + ;Delete Folder + RMDir /r "$INSTDIR" + ${RMDirUP} "$INSTDIR" + + DeleteRegKey /ifempty HKCU "Software\${NAME}" + +SectionEnd \ No newline at end of file diff --git a/build/conda/installer/assets/installer_conclusion.txt b/build/conda/installer/assets/installer_conclusion.txt new file mode 100644 index 000000000000..799b09ceb948 --- /dev/null +++ b/build/conda/installer/assets/installer_conclusion.txt @@ -0,0 +1,12 @@ +Thank you for installing OpenBB Platform! + +To get started, open the installed OpenBB folder, in the home folder of your user, and review the README.md file. Or, open one of the launchers using the provided shortcuts. + +The OpenBB Platform Documentation is found here: +https://docs.openbb.co + +Bugs/Issues/Requests can be posted here: +https://github.com/OpenBB-finance/OpenBB/issues + +Security vulnerabilities can be reported here: +https://github.com/OpenBB-finance/OpenBB/security/advisories diff --git a/build/conda/installer/assets/installer_license.txt b/build/conda/installer/assets/installer_license.txt new file mode 100644 index 000000000000..0749d9bc616a --- /dev/null +++ b/build/conda/installer/assets/installer_license.txt @@ -0,0 +1,661 @@ +GNU AFFERO GENERAL PUBLIC LICENSE +Version 3, 19 November 2007 + +Copyright (C) 2007 Free Software Foundation, Inc. +Everyone is permitted to copy and distribute verbatim copies +of this license document, but changing it is not allowed. + +Preamble + +The GNU Affero General Public License is a free, copyleft license for +software and other kinds of works, specifically designed to ensure +cooperation with the community in the case of network server software. + +The licenses for most software and other practical works are designed +to take away your freedom to share and change the works. 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It is safest +to attach them to the start of each source file to most effectively +state the exclusion of warranty; and each file should have at least +the "copyright" line and a pointer to where the full notice is found. + + + Copyright (C) + + This program is free software: you can redistribute it and/or modify + it under the terms of the GNU Affero General Public License as published + by the Free Software Foundation, either version 3 of the License, or + (at your option) any later version. + + This program is distributed in the hope that it will be useful, + but WITHOUT ANY WARRANTY; without even the implied warranty of + MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the + GNU Affero General Public License for more details. + + You should have received a copy of the GNU Affero General Public License + along with this program. If not, see . + +Also add information on how to contact you by electronic and paper mail. + +If your software can interact with users remotely through a computer +network, you should also make sure that it provides a way for users to +get its source. For example, if your program is a web application, its +interface could display a "Source" link that leads users to an archive +of the code. There are many ways you could offer source, and different +solutions will be better for different programs; see section 13 for the +specific requirements. + +You should also get your employer (if you work as a programmer) or school, +if any, to sign a "copyright disclaimer" for the program, if necessary. +For more information on this, and how to apply and follow the GNU AGPL, see +. diff --git a/build/conda/installer/assets/installer_readme.txt b/build/conda/installer/assets/installer_readme.txt new file mode 100644 index 000000000000..0fcb5311926b --- /dev/null +++ b/build/conda/installer/assets/installer_readme.txt @@ -0,0 +1,19 @@ +OpenBB Platform provides a convenient way to access raw financial data from multiple data providers. + +Important Notes: + +In order to install you need access to the Internet. + +The installation will take approximately 1-2 GB of storage and is for the current user only, system-wide installations are not allowed. + +If a folder named "OpenBB" already exists at the user home directory, please remove it before installing. + +The installed packages can be reconfigured, post-installation, for custom configurations. + +If the OpenBB folder is moved, post-installation, the shortcuts will not be updated to reflect the change. + + + +This application is intended strictly for research and educational purposes. + +By proceeding with the installation, you agree not to use this application for any purpose that is unlawful or prohibited by international and national laws, regulations, or governmental and industry requirements. diff --git a/build/conda/installer/assets/installer_welcome.txt b/build/conda/installer/assets/installer_welcome.txt new file mode 100644 index 000000000000..7c7383465682 --- /dev/null +++ b/build/conda/installer/assets/installer_welcome.txt @@ -0,0 +1,8 @@ +Welcome to the OpenBB Platform Installer. + + +This application will install the latest version of the OpenBB Platform on your computer in a self-contained, Python 3.12, Conda environment. It contains everything required to get started immediately, both as a user and a developer. + +Several launch scripts are included; OpenBB CLI, OpenBB API, Jupyter Notebook, IPython, Update, and shortcuts to key folders. + +Find them at the base of the installation folder, along with the README.md file for getting started. diff --git a/build/conda/installer/assets/openbb.icns b/build/conda/installer/assets/openbb.icns new file mode 100644 index 000000000000..d02e2301f45f Binary files /dev/null and b/build/conda/installer/assets/openbb.icns differ diff --git a/build/conda/installer/assets/openbb_icon.ico b/build/conda/installer/assets/openbb_icon.ico new file mode 100644 index 000000000000..ec1a7d484f45 Binary files /dev/null and b/build/conda/installer/assets/openbb_icon.ico differ diff --git a/build/conda/installer/assets/openbb_osx.png b/build/conda/installer/assets/openbb_osx.png new file mode 100644 index 000000000000..2682eca85f7d Binary files /dev/null and b/build/conda/installer/assets/openbb_osx.png differ diff --git a/build/conda/installer/assets/openbb_platform_installer/README.md b/build/conda/installer/assets/openbb_platform_installer/README.md new file mode 100644 index 000000000000..2aa6233b823a --- /dev/null +++ b/build/conda/installer/assets/openbb_platform_installer/README.md @@ -0,0 +1,48 @@ +# OpenBB Platform Installer Package + +This package is for installing the OpenBB Platform packages into any Python environment. Versions between 3.9 and 3.12, inclusively, are supported. + +The `obb` virtual environment that came with the installation is pre-loaded, and this configuration can be duplicated by creating a new environment and running, `poetry install`, from this location. + +## Installation + +Assuming the current working directory is the location of this document, the code block below will create a new environment, activate it, update the dependencies, and then install the OpenBB Platform. + +Open the Terminal command line with the Bash/CMD shortcut. + +```sh +conda create -n my_env python=3.10 -y +conda activate my_env +pip install poetry +poetry lock +poetry install +openbb-build +``` + +## Updating Packages + +Update the environment dependencies with: + +```sh +poetry lock +poetry install +``` + +## Installation Groups + +The package can be installed in different configurations, using Poetry groups as `--with`, `--without`, or `--only` keyword arguments. + +- main +- openbb-all +- cli +- notebook + +To install, in a fresh environment, only the `openbb-core` package and the base dependencies: + +```sh +poetry install --only main --sync +``` + +The `--sync` flag with sync the environment to the `poetry.lock` file for the flagged group(s). All items are installed when no arguments are supplied. Use this as a way to restore corrupted environments. + +Do not use the `--sync` flag if you wish to keep installed packages that are not defined in the `pyproject.toml` and `poetry.lock` files. diff --git a/build/conda/installer/assets/openbb_platform_installer/obb-env.yml b/build/conda/installer/assets/openbb_platform_installer/obb-env.yml new file mode 100644 index 000000000000..a201e45b581a --- /dev/null +++ b/build/conda/installer/assets/openbb_platform_installer/obb-env.yml @@ -0,0 +1,5 @@ +name: obb +channels: + - conda-forge +dependencies: + - python=3.12 \ No newline at end of file diff --git a/build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/__init__.py b/build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/__init__.py new file mode 100644 index 000000000000..cf160bd8ddb3 --- /dev/null +++ b/build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/__init__.py @@ -0,0 +1,3 @@ +"""Placeholder for the OpenBB Platform Installer package.""" + +__version__ = "1.0.0" diff --git a/build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/update.py b/build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/update.py new file mode 100644 index 000000000000..4c3b4feba150 --- /dev/null +++ b/build/conda/installer/assets/openbb_platform_installer/openbb_platform_installer/update.py @@ -0,0 +1,30 @@ +"""Entry point for the OpenBB Updater script.""" + +# pylint: disable=import-outside-toplevel,unused-import +# flake8: noqa + +def main(): + """Update the OpenBB Platform and rebuild the Python interface.""" + + import os + import sys + import subprocess + from pathlib import Path + + args = os.sys.argv[1:].copy() if os.sys.argv[1:] else [] + + cwd = Path(os.path.dirname(os.path.realpath(__file__))).parent.resolve() + + command = ( + f"{sys.executable} -m pip install -U pip && " + f"{sys.executable} -m poetry lock && " + f"{sys.executable} -m poetry install {' '.join(args)} && " + "openbb-build" + ) + + subprocess.run(command, shell=True, cwd=cwd) + + input("\nUpdate complete. Press Enter to exit...") + +if __name__ == "__main__": + main() diff --git a/build/conda/installer/assets/openbb_platform_installer/pyproject.toml b/build/conda/installer/assets/openbb_platform_installer/pyproject.toml new file mode 100644 index 000000000000..d867489e6353 --- /dev/null +++ b/build/conda/installer/assets/openbb_platform_installer/pyproject.toml @@ -0,0 +1,53 @@ +# If you will be using this as a template for your own package, please change the values accordingly. +[tool.poetry] +name = "openbb_platform_installer" # Change this to your package name +version = "1.0.0" # Change this to your package version +description = "A meta package for installing the OpenBB Platform: Investment research for everyone, anywhere." # Change this to your description +authors = ["OpenBB "] # Change this to your name and email +license = "AGPL-3.0-only" # This license must be compatible with the OpenBB license +readme = "README.md" # Change this to your README file +homepage = "https://openbb.co" # Change this to your website +repository = "https://github.com/openbb-finance/openbb" # Change this to your repository +documentation = "https://docs.openbb.co" # Change this to your documentation +packages = [{ include = "openbb_platform_installer" }] # Update accordingly - these are build scripts and entry points. + +[tool.poetry.scripts] +openbb-update = "openbb_platform_installer.update:main" + +[tool.poetry.dependencies] +python = ">=3.9,<3.13" +poetry = "^1.8" +setuptools = "*" +openbb-core = "^1" +openbb-platform-api = "^1" +deepdiff = "*" +types-python-dateutil = "*" +types-toml = "*" +pandas-stubs = "*" +codespell = "*" +ruff = "*" +mypy = "*" +black = "*" +pylint = "^3" +pydocstyle = "~6.3" + +[tool.poetry.group.openbb-all] + +[tool.poetry.group.openbb-all.dependencies] +openbb = { version = "^4", extras = ["all"] } + +[tool.poetry.group.cli] + +[tool.poetry.group.cli.dependencies] +openbb-cli = "^1" + +[tool.poetry.group.notebook] + +[tool.poetry.group.notebook.dependencies] +notebook = "^7" +nbclassic = "^1" +jedi-language-server = "^0.41" + +[build-system] +requires = ["poetry-core>=1.0.0"] +build-backend = "poetry.core.masonry.api" diff --git a/build/conda/installer/assets/openbb_win.png b/build/conda/installer/assets/openbb_win.png new file mode 100644 index 000000000000..c8540d22fc79 Binary files /dev/null and b/build/conda/installer/assets/openbb_win.png differ diff --git a/build/conda/installer/construct.yaml b/build/conda/installer/construct.yaml new file mode 100644 index 000000000000..b591a1a67769 --- /dev/null +++ b/build/conda/installer/construct.yaml @@ -0,0 +1,96 @@ +name: "OpenBB" +version: "Platform" +company: OpenBB, Inc. +license_file: ./assets/installer_license.txt + +installer_type: all + +register_python: false # [win] +register_python_default: false # [win] +register_envs: false +initialize_by_default: false +initialize_conda: false +write_condarc: true + +default_location_pkg: OpenBB # [osx] +default_prefix_domain_user: "%USERPROFILE%\\OpenBB\\conda" # [win] +default_prefix: "${HOME}/OpenBB" # [linux] +default_prefix: "%USERPROFILE%\\OpenBB\\conda" # [win] +pkg_name: conda + +specs: + - conda + - bash # [unix] + - python=3.12 + +extra_envs: + obb: + environment_file: ./assets/openbb_platform_installer/obb-env.yml + +channels: + - conda-forge + +condarc: + {channels: [conda-forge], + default_channels: [conda-forge], + allow_softlinks: false, + auto_activate_base: false, + always_copy: true, + register_envs: false, + pip_interop_enabled: true} + +pkg_domains: + enable_anywhere: false + enable_currentUserHome: true + +post_install: post_install.sh # [unix] +post_install: post_install.bat # [win] + +extra_files: + # Bundle launcher assets + - ./README.md: ../README.md + - ./assets/openbb_platform_installer/obb-env.yml: ../extensions/openbb_platform_installer/obb-env.yml + - ./assets/openbb_platform_installer/pyproject.toml: ../extensions/openbb_platform_installer/pyproject.toml + - ./assets/openbb_platform_installer/README.md: ../extensions/openbb_platform_installer/README.md + - ./assets/openbb_platform_installer/openbb_platform_installer/__init__.py: ../extensions/openbb_platform_installer/openbb_platform_installer/__init__.py + - ./assets/openbb_platform_installer/openbb_platform_installer/update.py: ../extensions/openbb_platform_installer/openbb_platform_installer/update.py + - ./assets/openbb_icon.ico: assets/openbb_icon.ico # [win] + - ./assets/openbb.icns: ../openbb_icon.icns # [osx] + - ./assets/create_shortcut.vbs: assets/create_shortcut.vbs # [win] + - ./assets/installer_license.txt: assets/installer_license.txt # [win] + - ./assets/installer_vertical2.bmp: assets/installer_vertical2.bmp # [win] + - ./assets/installer_horizontal.bmp: assets/installer_horizontal.bmp # [win] + - ./assets/examples/README.md: ../extensions/examples/README.md + - ./assets/examples/install_examples.py: ../extensions/examples/install_examples.py + - ./assets/examples/empty_provider/pyproject.toml: ../extensions/examples/empty_provider/pyproject.toml + - ./assets/examples/empty_provider/README.md: ../extensions/examples/empty_provider/README.md + - ./assets/examples/empty_provider/empty_provider/__init__.py: ../extensions/examples/empty_provider/empty_provider/__init__.py + - ./assets/examples/empty_provider/empty_provider/models/__init__.py: ../extensions/examples/empty_provider/empty_provider/models/__init__.py + - ./assets/examples/empty_provider/empty_provider/models/empty_model.py: ../extensions/examples/empty_provider/empty_provider/models/empty_model.py + - ./assets/examples/empty_provider/empty_provider/utils/__init__.py: ../extensions/examples/empty_provider/empty_provider/utils/__init__.py + - ./assets/examples/empty_router/pyproject.toml: ../extensions/examples/empty_router/pyproject.toml + - ./assets/examples/empty_router/README.md: ../extensions/examples/empty_router/README.md + - ./assets/examples/empty_router/empty_router/__init__.py: ../extensions/examples/empty_router/empty_router/__init__.py + - ./assets/examples/empty_router/empty_router/empty_router.py: ../extensions/examples/empty_router/empty_router/empty_router.py + - ./assets/examples/empty_router/empty_router/empty_views.py: ../extensions/examples/empty_router/empty_router/empty_views.py + - ./assets/examples/empty_obbject/pyproject.toml: ../extensions/examples/empty_obbject/pyproject.toml + - ./assets/examples/empty_obbject/README.md: ../extensions/examples/empty_obbject/README.md + - ./assets/examples/empty_obbject/empty_obbject/__init__.py: ../extensions/examples/empty_obbject/empty_obbject/__init__.py + - ./assets/examples/python_basics.ipynb: ../notebooks/python_basics.ipynb + - ../../../examples/platform_standardization.ipynb: ../notebooks/how_platform_works.ipynb + +icon_image: ../openbb_icon.icns # [osx] +icon_image: ./assets/openbb_icon.ico # [win] +welcome_image: ./assets/openbb_osx.png # [unix] +welcome_image: ./assets/Installer_vertical2.bmp # [win] +header_image: ./assets/Installer_horizontal2.png # [win] +welcome_image_text: "OpenBB Platform" +readme_file: ./assets/installer_readme.txt # [unix] +conclusion_file: ./assets/installer_conclusion.txt # [unix] +welcome_file: ./assets/installer_welcome.txt # [unix] +welcome_file: ./assets/custom_welcome.nsi # [win] +conclusion_file: ./assets/custom_conclusion.nsi # [win] + +# Add extra files to the installer - this is another way - was playing with this +temp_extra_files: + - ./assets/Installer_vertical2.bmp: Installer_vertical2.bmp # [win] diff --git a/build/conda/installer/post_install.bat b/build/conda/installer/post_install.bat new file mode 100644 index 000000000000..0373ff0a15d7 --- /dev/null +++ b/build/conda/installer/post_install.bat @@ -0,0 +1,61 @@ +@echo off +echo Installing environment, this may take a few minutes... Watch for changes in post_install_log.txt file at the root of the installation directory. + +cd "%PREFIX%\..\extensions\openbb_platform_installer" + +PATH %PREFIX%;%PREFIX%\Scripts;%PREFIX%\Library\bin;%PATH% +SET LOG_FILE="%PREFIX%\..\post_install_log.txt" + +call "%PREFIX%\Scripts\activate.bat" + +call conda activate "%PREFIX%\envs\obb" >> "%LOG_FILE%" 2>&1 + +python -m pip install -U pip >> "%LOG_FILE%" 2>&1 + +pip install -U setuptools >> "%LOG_FILE%" 2>&1 + +pip install poetry >> "%LOG_FILE%" 2>&1 + +poetry config virtualenvs.path "%PREFIX%\envs" --local >> "%LOG_FILE%" 2>&1 + +poetry config virtualenvs.create false --local >> "%LOG_FILE%" 2>&1 + +poetry lock >> "%LOG_FILE%" 2>&1 + +poetry install >> "%LOG_FILE%" 2>&1 + +IF ERRORLEVEL 1 ( + echo %date% %time% "Error during post-installation: poetry install failed." >> %LOG_FILE% + exit /b 1 +) ELSE ( + echo %date% %time% "Python environment successfully installed... Building the OpenBB Python interface..." >> %LOG_FILE% +) + +echo Python environment successfully installed... Building the OpenBB Python interface... + +call openbb-build >> "%LOG_FILE%" 2>&1 +IF ERRORLEVEL 1 ( + call :log_with_timestamp "Error during post-installation: building OpenBB's Python interface failed." + exit /b 1 +) ELSE ( + call :log_with_timestamp "OpenBB's Python interface built successfully." +) + +cscript "%PREFIX%\assets\create_shortcut.vbs" >> "%LOG_FILE%" 2>&1 +IF ERRORLEVEL 1 ( + echo %date% %time% "Error during post-installation: creating shortcuts failed." >> %LOG_FILE% + exit /b 1 +) ELSE ( + echo %date% %time% "Shortcuts created successfully." >> %LOG_FILE% +) + +echo Post-installation steps completed successfully. + +exit /b 0 + +goto :eof + +REM Function to add timestamp +:log_with_timestamp + echo %date%_%time% %1 >> %LOG_FILE% + goto :eof \ No newline at end of file diff --git a/build/conda/installer/post_install.sh b/build/conda/installer/post_install.sh new file mode 100755 index 000000000000..554796ab9685 --- /dev/null +++ b/build/conda/installer/post_install.sh @@ -0,0 +1,156 @@ +#!/bin/bash + +# Setup environment. +export PATH="$PREFIX/bin:$PATH" +LOG_FILE="$PREFIX/../post_install_log.txt" + +# Function to add timestamp. +log_with_timestamp() { + echo "$(date '+%Y-%m-%d_%H:%M:%S') $1" >>"$LOG_FILE" +} + +cd "$PREFIX/../extensions/openbb_platform_installer" >>"$LOG_FILE" 2>&1 + +source "$PREFIX/etc/profile.d/conda.sh" && conda activate "$PREFIX" + +conda activate obb >>"$LOG_FILE" 2>&1 + +python -m pip install -U pip >>"$LOG_FILE" 2>&1 + +pip install -U setuptools poetry >>"$LOG_FILE" 2>&1 + +poetry config virtualenvs.path "$PREFIX/envs" --local >>"$LOG_FILE" 2>&1 + +poetry config virtualenvs.create false --local >>"$LOG_FILE" 2>&1 + +poetry lock >>"$LOG_FILE" 2>&1 + + +# Install OpenBB packages. +if poetry install >>"$LOG_FILE" 2>&1; then + log_with_timestamp "OpenBB Platform installation completed successfully." +else + log_with_timestamp "Error during post-installation: poetry install failed." + exit 1 +fi + +# Build OpenBB Python interface. +python - <>"$LOG_FILE" 2>&1 +import openbb +openbb.build() +EOF +log_with_timestamp "OpenBB's Python Interface built successfully." + +# IPython launcher script initialized with OpenBB. +IPYTHON_WRAPPER_SCRIPT="$PREFIX/envs/obb/bin/openbb-ipython-launcher" + +cat > "$IPYTHON_WRAPPER_SCRIPT" < "$SHELL_WRAPPER_SCRIPT" < "$NOTEBOOK_WRAPPER_SCRIPT" < "$API_WRAPPER_SCRIPT" < "$CLI_WRAPPER_SCRIPT" < "$OPENBB_UPDATER_SCRIPT" <>"$LOG_FILE" 2>&1 +else + log_with_timestamp "Error during post-installation: creating symlinks failed." >>"$LOG_FILE" 2>&1 +fi + +verify_symlink() { + if [ -L "$1" ] && [ -e "$1" ]; then + log_with_timestamp "Symlink $1 verified successfully." + else + log_with_timestamp "Error: Symlink $1 is not working." + exit 1 + fi +} + +verify_symlink "$TARGET_DIR/openbb-cli" +verify_symlink "$TARGET_DIR/openbb-api" +verify_symlink "$TARGET_DIR/openbb-notebook" +verify_symlink "$TARGET_DIR/openbb-ipython" +verify_symlink "$TARGET_DIR/Bash" +verify_symlink "$TARGET_DIR/Update" +verify_symlink "$TARGET_DIR/Settings" +verify_symlink "$TARGET_DIR/OpenBBUserData" +verify_symlink "$TARGET_DIR/Environments" diff --git a/build/pypi/openbb_platform/publish.py b/build/pypi/openbb_platform/publish.py index 90e690422d1d..7e1df02faea9 100644 --- a/build/pypi/openbb_platform/publish.py +++ b/build/pypi/openbb_platform/publish.py @@ -68,7 +68,7 @@ def parse_args(): "--semver", help="Semantic version.", default="patch", - choices=["patch", "minor", "major"], + choices=["patch", "minor", "major", "none"], dest="semver", ) return parser.parse_args() @@ -80,7 +80,7 @@ def publish( extensions: bool = False, openbb: bool = False, verbose: bool = False, - semver: Literal["patch", "minor", "major"] = "patch", + semver: Literal["patch", "minor", "major", "none"] = "patch", ): """Publish the Platform to PyPi with optional core or extensions.""" package_directories = [] @@ -127,10 +127,11 @@ def publish( cwd=path.parent, ) # Bump pyproject.toml version - partial_run( - [sys.executable, "-m", "poetry", "version", semver], - cwd=path.parent, - ) + if semver != "none": + partial_run( + [sys.executable, "-m", "poetry", "version", semver], + cwd=path.parent, + ) # Publish (if not dry running) if not dry_run: partial_run( diff --git a/openbb_platform/core/openbb_core/api/router/user.py b/openbb_platform/core/openbb_core/api/router/user.py index 042ec5efd661..063505164838 100644 --- a/openbb_platform/core/openbb_core/api/router/user.py +++ b/openbb_platform/core/openbb_core/api/router/user.py @@ -1,4 +1,4 @@ -"""OpenBB API Account Router.""" +"""OpenBB Platform API Account Router.""" from fastapi import APIRouter, Depends from openbb_core.api.auth.user import authenticate_user, get_user_settings diff --git a/openbb_platform/dev_install.py b/openbb_platform/dev_install.py index 58eeb24fa2e6..dddc7513b827 100644 --- a/openbb_platform/dev_install.py +++ b/openbb_platform/dev_install.py @@ -20,6 +20,7 @@ python = ">=3.9,<3.13" openbb-devtools = { path = "./extensions/devtools", develop = true, markers = "python_version >= '3.10'" } openbb-core = { path = "./core", develop = true } +openbb-platform-api = { path = "./extensions/platform_api", develop = true } openbb-benzinga = { path = "./providers/benzinga", develop = true } openbb-bls = { path = "./providers/bls", develop = true } diff --git a/openbb_platform/extensions/platform_api/README.md b/openbb_platform/extensions/platform_api/README.md new file mode 100644 index 000000000000..8d344e5938ea --- /dev/null +++ b/openbb_platform/extensions/platform_api/README.md @@ -0,0 +1,96 @@ +# OpenBB Platform API Meta Package + +This is a meta package for installing a command line script to launch the OpenBB Platform API, and the OpenBB Terminal Pro data connector widgets build script. + +## Installation + +Install this package within an existing [OpenBB Platform Python environment](https://docs.openbb.co/platform/installation). + +```sh +pip install openbb-platform-api +``` + +## Usage + +The script is run from the command line, with the environment active, by entering: + +```sh +openbb-api +``` + +This will launch a Fast API instance, via `uvicorn`, at `http://127.0.0.1:6900` + +### Keyword Arguments + +The behavior of the script can be configured with the use of arguments and keyword arguments. + +Launcher specific arguments: + + --build Build the widgets.json file. + --no-build Do not build the widgets.json file. + --login Login to the OpenBB Platform. + --no-filter Do not filter the widgets.json file. + + +All other arguments will be passed to uvicorn. Here are the most common ones: + + --host TEXT Host IP address or hostname. + [default: 127.0.0.1] + --port INTEGER Port number. + [default: 6900] + --ssl-keyfile TEXT SSL key file. + --ssl-certfile TEXT SSL certificate file. + --ssl-keyfile-password TEXT SSL keyfile password. + --ssl-version INTEGER SSL version to use. + (see stdlib ssl module's) + [default: 17] + --ssl-cert-reqs INTEGER Whether client certificate is required. + (see stdlib ssl module's) + [default: 0] + --ssl-ca-certs TEXT CA certificates file. + --ssl-ciphers TEXT Ciphers to use. + (see stdlib ssl module's) + [default: TLSv1] + +Run `uvicorn --help` to get the full list of arguments. + +### API Over HTTPS + +To run the API over the HTTPS protocol, you must first create a self-signed certificate and the associated key. After activating the environment, you can generate the files by entering this to the command line: + +```sh +openssl req -x509 -days 3650 -out localhost.crt -keyout localhost.key -newkey rsa:4096 -nodes -sha256 -subj '/CN=localhost' -extensions EXT -config <( \ + printf "[dn]\nCN=localhost\n[req]\ndistinguished_name = dn\n[EXT]\nsubjectAltName=DNS:localhost\nkeyUsage=digitalSignature\nextendedKeyUsage=serverAuth") +``` + +Two files will be created, in the current working directory, that are passed as keyword arguments to the `openbb-api` entry point. + +```sh +openbb-api --ssl_keyfile localhost.key --ssl_certfile localhost.crt +``` + +**Note**: Adjust the command to include the full path to the file if the current working directory is not where they are located. + +The certificate - `localhost.crt` - will need to be added to system's trust store. The process for this will depend on the operating system and the user account privilege. + +A quick solution is to visit the server's URL, show the details of the warning, and choose to continue anyways. + +Contact the system administrator if you are using a work device and require additional permissions to complete the configuration. + +![This Connection Is Not Private](https://in.norton.com/content/dam/blogs/images/norton/am/this_connection_not_is_private.png) + +### Location of `widgets.json` + +An OpenBB Terminal Pro data connector requires a file, `widgets.json`, to be served by the API. It contains the configuration for each widget available to be added to a dashboard. The file is stored, and served from, the environment's assets folder. + +```sh +/Path/to/environments/envs/obb/assets/widgets.json +``` + +It can be manually edited and served without the build process by passing `--no-build` to the API launch script. + +```sh +openbb-api --no-build +``` + +If you would like to construct this file manually for a custom backend configuration, save the file in the path above. diff --git a/openbb_platform/extensions/platform_api/integration/.gitkeep b/openbb_platform/extensions/platform_api/integration/.gitkeep new file mode 100644 index 000000000000..e69de29bb2d1 diff --git a/openbb_platform/extensions/platform_api/openbb_platform_api/__init__.py b/openbb_platform/extensions/platform_api/openbb_platform_api/__init__.py new file mode 100644 index 000000000000..2055db3048be --- /dev/null +++ b/openbb_platform/extensions/platform_api/openbb_platform_api/__init__.py @@ -0,0 +1 @@ +"""OpenBB Platform API Meta Package.""" diff --git a/openbb_platform/extensions/platform_api/openbb_platform_api/main.py b/openbb_platform/extensions/platform_api/openbb_platform_api/main.py new file mode 100644 index 000000000000..88b3665785b7 --- /dev/null +++ b/openbb_platform/extensions/platform_api/openbb_platform_api/main.py @@ -0,0 +1,147 @@ +"""OpenBB Platform API. + +Launch script and widgets builder for the OpenBB Terminal Custom Backend. +""" + +import json +import logging +import os +import sys + +import uvicorn +from fastapi.responses import JSONResponse +from openbb_core.api.rest_api import app + +from .utils.api import check_port, get_user_settings, get_widgets_json, parse_args + +logger = logging.getLogger("openbb_platform_api") +logger.setLevel(logging.INFO) +handler = logging.StreamHandler() +handler.setLevel(logging.INFO) +formatter = logging.Formatter("\n%(message)s\n") +handler.setFormatter(formatter) +logger.addHandler(handler) +logger.setLevel(logging.INFO) + + +FIRST_RUN = True + +HOME = os.environ.get("HOME") or os.environ.get("USERPROFILE") + +if not HOME: + raise ValueError("HOME or USERPROFILE environment variable not set.") + +CURRENT_USER_SETTINGS = os.path.join(HOME, ".openbb_platform", "user_settings.json") +USER_SETTINGS_COPY = os.path.join(HOME, ".openbb_platform", "user_settings_backup.json") + +# Widget filtering is optional and can be used to exclude widgets from the widgets.json file +# You can generate this filter on OpenBB Hub: https://my.openbb.co/app/platform/widgets +WIDGET_SETTINGS = os.path.join(HOME, ".openbb_platform", "widget_settings.json") + +kwargs = parse_args() +build = kwargs.pop("build", True) +build = False if kwargs.pop("no-build", None) else build +login = kwargs.pop("login", False) +dont_filter = kwargs.pop("no-filter", False) +widget_exclude_filter: list = [] + +if not dont_filter and os.path.exists(WIDGET_SETTINGS): + with open(WIDGET_SETTINGS) as f: + try: + widget_exclude_filter = json.load(f)["exclude"] + except json.JSONDecodeError as e: + logger.info("Error loading widget filter settings -> %s", e) + + +openapi = app.openapi() + +# We don't need the current settings, +# but we need to call the function to update, login, and/or identify the settings file. +current_settings = get_user_settings(login, CURRENT_USER_SETTINGS, USER_SETTINGS_COPY) + +widgets_json = get_widgets_json(build, openapi, widget_exclude_filter) + + +@app.get("/") +async def get_root(): + """Root response and welcome message.""" + return JSONResponse( + content="Welcome to the OpenBB Platform API." + + " Learn how to connect to Pro in https://docs.openbb.co/pro/custom-backend," + + " or see the API documentation here: /docs" + ) + + +@app.get("/widgets.json") +async def get_widgets(): + """Widgets configuration file for the OpenBB Terminal Pro.""" + # This allows us to serve an edited widgets.json file without reloading the server. + global FIRST_RUN # noqa PLW0603 # pylint: disable=global-statement + if FIRST_RUN is True: + FIRST_RUN = False + return JSONResponse(content=widgets_json) + return JSONResponse(content=get_widgets_json(False, openapi, widget_exclude_filter)) + + +def launch_api(**_kwargs): # noqa PRL0912 + """Main function.""" + host = _kwargs.pop("host", os.getenv("OPENBB_API_HOST", "127.0.0.1")) + if not host: + logger.info( + "OPENBB_API_HOST is set incorrectly. It should be an IP address or hostname." + ) + host = input("Enter the host IP address or hostname: ") + if not host: + host = "127.0.0.1" + + port = _kwargs.pop("port", os.getenv("OPENBB_API_PORT", "6900")) + + try: + port = int(port) + except ValueError: + logger.info("OPENBB_API_PORT is set incorrectly. It should be an port number.") + port = input("Enter the port number: ") + try: + port = int(port) + except ValueError: + logger.info("Invalid port number. Defaulting to 6900.") + port = 6900 + if port < 1025: + port = 6900 + logger.info("Invalid port number, must be above 1024. Defaulting to 6900.") + + free_port = check_port(host, port) + + if free_port != port: + logger.info("Port %d is already in use. Using port %d.", port, free_port) + port = free_port + + if "use_colors" not in _kwargs: + _kwargs["use_colors"] = "win" not in sys.platform or os.name != "nt" + + try: + package_name = __package__ + logger.info( + "\nTo access this data from OpenBB Terminal, use the link displayed after the application startup completes." + "\nChrome is the recommended browser. Other browsers may conflict or require additional configuration." + "\nDocumentation is available at /docs." + ) + uvicorn.run(f"{package_name}.main:app", host=host, port=port, **_kwargs) + finally: + # If user_settings_copy.json exists, then restore the original settings. + if os.path.exists(USER_SETTINGS_COPY): + logger.info("Restoring the original settings.") + os.replace(USER_SETTINGS_COPY, CURRENT_USER_SETTINGS) + + +def main(): + """Launch the API.""" + launch_api(**kwargs) + + +if __name__ == "__main__": + + try: + main() + except KeyboardInterrupt: + sys.exit(0) diff --git a/openbb_platform/extensions/platform_api/openbb_platform_api/utils/__init__.py b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/__init__.py new file mode 100644 index 000000000000..aa3b0ef651fa --- /dev/null +++ b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/__init__.py @@ -0,0 +1 @@ +"""OpenBB Platform API Utils.""" diff --git a/openbb_platform/extensions/platform_api/openbb_platform_api/utils/api.py b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/api.py new file mode 100644 index 000000000000..a191e2060cff --- /dev/null +++ b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/api.py @@ -0,0 +1,249 @@ +"""API Utils.""" + +import json +import os +import socket +import sys +from pathlib import Path + +from deepdiff import DeepDiff + +from .widgets import build_json + +LAUNCH_SCRIPT_DESCRIPTION = """ +Serve the OpenBB Platform API. + + +Launcher specific arguments: + + --build Build the widgets.json file. + --no-build Do not build the widgets.json file. + --login Login to the OpenBB Platform. + --no-filter Do not filter the widgets.json file. + + +All other arguments will be passed to uvicorn. Here are the most common ones: + + --host TEXT Host IP address or hostname. + [default: 127.0.0.1] + --port INTEGER Port number. + [default: 6900] + --ssl-keyfile TEXT SSL key file. + --ssl-certfile TEXT SSL certificate file. + --ssl-keyfile-password TEXT SSL keyfile password. + --ssl-version INTEGER SSL version to use. + (see stdlib ssl module's) + [default: 17] + --ssl-cert-reqs INTEGER Whether client certificate is required. + (see stdlib ssl module's) + [default: 0] + --ssl-ca-certs TEXT CA certificates file. + --ssl-ciphers TEXT Ciphers to use. + (see stdlib ssl module's) + [default: TLSv1] + +Run `uvicorn --help` to get the full list of arguments. +""" + + +def check_port(host, port): + """Check if the port number is free.""" + port = int(port) + not_free = True + while not_free: + with socket.socket(socket.AF_INET, socket.SOCK_STREAM) as sock: + res = sock.connect_ex((host, port)) + if res != 0: + not_free = False + else: + port += 1 + return port + + +def get_user_settings( + _login: bool, current_user_settings: str, user_settings_copy: str +): + """Login to the OpenBB Platform.""" + # pylint: disable=import-outside-toplevel + import getpass + + if Path(current_user_settings).exists(): + with open(current_user_settings, encoding="utf-8") as f: + _current_settings = json.load(f) + else: + _current_settings = { + "credentials": {}, + "preferences": {}, + "defaults": {"commands": {}}, + } + if (isinstance(_login, str) and _login.lower() == "false") or not _login: + return _current_settings + + pat = getpass.getpass( + "\n\nEnter your personal access token (PAT) to authorize the API and update your local settings." + + "\nSkip to use a pre-configured 'user_settings.json' file." + + "\nPress Enter to skip or copy (entered values are not displayed on screen) your PAT to the command line: " + ) + + if pat: + from openbb_core.app.service.hub_service import HubService + + hub_credentials: dict = {} + hub_preferences: dict = {} + hub_defaults: dict = {} + try: + Hub = HubService() + _ = Hub.connect(pat=pat) + hub_settings = Hub.pull() + hub_credentials = json.loads( + hub_settings.credentials.model_dump_json() # pylint: disable=no-member + ) + hub_preferences = json.loads( + hub_settings.preferences.model_dump_json() # pylint: disable=no-member + ) + hub_defaults = json.loads( + hub_settings.defaults.model_dump_json() # pylint: disable=no-member + ) + except Exception as e: # pylint: disable=broad-exception-caught + print( # noqa: T201 + f"\n\nError connecting with Hub:\n{e}\n\nUsing the local settings.\n" + ) + + if hub_credentials: + # Prompt the user to ask if they want to persist the new settings + persist_input = ( + input( + "\n\nDo you want to persist the new settings?" + + " Not recommended for public machines. (yes/no): " + ) + .strip() + .lower() + ) + + if persist_input in ["yes", "y"]: + PERSIST = True + elif persist_input in ["no", "n"]: + PERSIST = False + else: + print( # noqa: T201 + "\n\nInvalid input. Defaulting to not persisting the new settings." + ) + PERSIST = False + + # Save the current settings to restore at the end of the session. + if PERSIST is False: + with open(user_settings_copy, "w", encoding="utf-8") as f: + json.dump(_current_settings, f, indent=4) + + new_settings = _current_settings.copy() + new_settings.setdefault("credentials", {}) + new_settings.setdefault("preferences", {}) + new_settings.setdefault("defaults", {"commands": {}}) + + # Update the current settings with the new settings + if hub_credentials: + for k, v in hub_credentials.items(): + if v: + new_settings["credentials"][k] = v.strip('"').strip("'") + + if hub_preferences: + for k, v in hub_preferences.items(): + if v: + new_settings["preferences"][k] = v + + if hub_defaults: + for k, v in hub_defaults.items(): + if k == "commands": + for key, value in hub_defaults["commands"].items(): + if value: + new_settings["defaults"]["commands"][key] = value + elif v: + new_settings["defaults"][k] = v + else: + continue + + # Write the new settings to the user_settings.json file + with open(current_user_settings, "w", encoding="utf-8") as f: + json.dump(new_settings, f, indent=4) + + _current_settings = new_settings + + return _current_settings + + +def get_widgets_json(_build: bool, _openapi, widget_exclude_filter: list): + """Generate and serve the widgets.json for the OpenBB Platform API.""" + python_path = Path(sys.executable) + parent_path = python_path.parent if os.name == "nt" else python_path.parents[1] + widgets_json_path = parent_path.joinpath("assets", "widgets.json").resolve() + json_exists = widgets_json_path.exists() + + if not json_exists: + widgets_json_path.parent.mkdir(parents=True, exist_ok=True) + _build = True + + existing_widgets_json: dict = {} + + if json_exists: + with open(widgets_json_path, encoding="utf-8") as f: + existing_widgets_json = json.load(f) + + _widgets_json = ( + existing_widgets_json + if _build is False + else build_json(_openapi, widget_exclude_filter) + ) + + if _build: + diff = DeepDiff(existing_widgets_json, _widgets_json, ignore_order=True) + merge_prompt = None + if diff and json_exists: + print("Differences found:", diff) # noqa: T201 + merge_prompt = input( + "\nDo you want to overwrite the existing widgets.json configuration?" + "\nEnter 'n' to append existing with only new entries, or 'i' to ignore all changes. (y/n/i): " + ) + if merge_prompt.lower().startswith("n"): + _widgets_json.update(existing_widgets_json) + elif merge_prompt.lower().startswith("i"): + _widgets_json = existing_widgets_json + + if merge_prompt is None or not merge_prompt.lower().startswith("i"): + try: + with open(widgets_json_path, "w", encoding="utf-8") as f: + json.dump(_widgets_json, f, ensure_ascii=False, indent=4) + except Exception as e: # pylint: disable=broad-exception-caught + print( # noqa: T201 + f"Error writing widgets.json: {e}. Loading from memory instead." + ) + _widgets_json = ( + existing_widgets_json + if existing_widgets_json + else build_json(_openapi, widget_exclude_filter) + ) + + return _widgets_json + + +def parse_args(): + """Parse the launch script command line arguments.""" + args = sys.argv[1:].copy() + _kwargs: dict = {} + for i, arg in enumerate(args): + if arg == "--help": + print(LAUNCH_SCRIPT_DESCRIPTION) # noqa: T201 + sys.exit(0) + if arg.startswith("--"): + key = arg[2:] + if key in ["no-use-colors", "use-colors"]: + _kwargs["use_colors"] = key == "use-colors" + elif i + 1 < len(args) and not args[i + 1].startswith("--"): + value = args[i + 1] + if isinstance(value, str) and value.lower() in ["false", "true"]: + _kwargs[key] = value.lower() == "true" + else: + _kwargs[key] = value + else: + _kwargs[key] = True + + return _kwargs diff --git a/openbb_platform/extensions/platform_api/openbb_platform_api/utils/openapi.py b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/openapi.py new file mode 100644 index 000000000000..a59cc274b5c6 --- /dev/null +++ b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/openapi.py @@ -0,0 +1,454 @@ +"""OpenAPI parsing Utils.""" + +from openbb_core.provider.utils.helpers import to_snake_case + + +def extract_providers(params: list[dict]) -> list[str]: + """ + Extract provider options from parameters. + + Parameters + ---------- + params : List[Dict] + List of parameter dictionaries. + + Returns + ------- + List[str] + List of provider options. + """ + provider_params = [p for p in params if p["name"] == "provider"] + if provider_params: + return provider_params[0].get("schema", {}).get("enum", []) + return [] + + +def set_parameter_type(p: dict, p_schema: dict): + """ + Determine and set the type for the parameter. + + Parameters + ---------- + p : Dict + Processed parameter dictionary. + p_schema : Dict + Schema dictionary for the parameter. + """ + p_type = p_schema.get("type") if not p.get("type") else p.get("type") + + if p_type == "string": + p["type"] = "text" + + if p_type in ("float", "integer") or ( + not isinstance(p["value"], bool) and isinstance(p["value"], (int, float)) + ): + p["type"] = "number" + + if ( + p_type == "boolean" + or p_schema.get("type") == "boolean" + or ("anyOf" in p_schema and p_schema["anyOf"][0].get("type") == "boolean") + ): + p["type"] = "boolean" + + if "date" in p["parameter_name"]: + p["type"] = "date" + + if "timeframe" in p["parameter_name"]: + p["type"] = "text" + + if p["parameter_name"] == "limit": + p["type"] = "number" + + if p.get("type") in ("array", "list") or isinstance(p.get("type"), list): + p["type"] = "text" + + return p + + +def set_parameter_options(p: dict, p_schema: dict, providers: list[str]) -> dict: + """ + Set options for the parameter based on the schema. + + Parameters + ---------- + p : Dict + Processed parameter dictionary. + p_schema : Dict + Schema dictionary for the parameter. + providers : List[str] + List of provider options. + + Returns + ------- + Dict + Updated parameter dictionary with options. + """ + choices: dict[str, list[dict[str, str]]] = {} + multiple_items_allowed_dict: dict = {} + is_provider_specific = False + available_providers: set = set() + unique_general_choices: list = [] + + # Handle provider-specific choices + for provider in providers: + if (provider in p_schema) or (len(providers) == 1): + is_provider_specific = True + provider_choices: list = [] + if provider not in available_providers: + available_providers.add(provider) + if provider in p_schema: + provider_choices = p_schema[provider].get("choices", []) + elif len(providers) == 1 and "enum" in p_schema: + provider_choices = p_schema["enum"] + p_schema.pop("enum") + if provider_choices: + choices[provider] = [ + {"label": str(c), "value": c} for c in provider_choices + ] + if provider in p_schema and p_schema[provider].get( + "multiple_items_allowed", False + ): + multiple_items_allowed_dict[provider] = True + + # Check title for provider-specific information + if "title" in p_schema: + title_providers = set(p_schema["title"].split(",")) + if title_providers.intersection(providers): + is_provider_specific = True + available_providers.update(title_providers) + + # Handle general choices + general_choices: list = [] + if "enum" in p_schema: + general_choices.extend( + [ + {"label": str(c), "value": c} + for c in p_schema["enum"] + if c not in ["null", None] + ] + ) + elif "anyOf" in p_schema: + for sub_schema in p_schema["anyOf"]: + if "enum" in sub_schema: + general_choices.extend( + [ + {"label": str(c), "value": c} + for c in sub_schema["enum"] + if c not in ["null", None] + ] + ) + + if general_choices: + # Remove duplicates by converting list of dicts to a set of tuples and back to list of dicts + unique_general_choices = [ + dict(t) for t in {tuple(d.items()) for d in general_choices} + ] + if not is_provider_specific: + if len(providers) == 1: + choices[providers[0]] = unique_general_choices + multiple_items_allowed_dict[providers[0]] = p_schema.get( + "multiple_items_allowed", False + ) + else: + choices["other"] = unique_general_choices + multiple_items_allowed_dict["other"] = p_schema.get( + "multiple_items_allowed", False + ) + + # Use general choices as fallback for providers without specific options + for provider in available_providers: + if provider not in choices: + if "anyOf" in p_schema and p_schema["anyOf"]: + fallback_choices = p_schema["anyOf"][0].get("enum", []) + choices[provider] = [ + {"label": str(c), "value": c} + for c in fallback_choices + if c not in ["null", None] + ] + else: + choices[provider] = unique_general_choices + + p["options"] = choices + p["multiple_items_allowed"] = multiple_items_allowed_dict + + if is_provider_specific: + p["available_providers"] = list(available_providers) + + return p + + +def process_parameter(param: dict, providers: list[str]) -> dict: + """ + Process a single parameter and return the processed dictionary. + + Parameters + ---------- + param : Dict + Parameter dictionary. + providers : List[str] + List of provider options. + + Returns + ------- + Dict + Processed parameter dictionary. + """ + p: dict = {} + param_name = param["name"] + p["parameter_name"] = param_name + p["label"] = ( + param_name.replace("_", " ").replace("fixedincome", "fixed income").title() + ) + p["description"] = ( + (param.get("description", param_name).split(" (provider:")[0].strip()) + .split("Multiple comma separated items allowed")[0] + .strip() + ) + p["optional"] = param.get("required", False) is False + + if param_name == "provider": + p["type"] = "text" + p["label"] = "Provider" + p["description"] = "Source of the data." + p["available_providers"] = providers + return p + + if param_name in ["symbol", "series_id", "release_id"]: + p["type"] = "text" + p["label"] = param_name.title().replace("_", " ").replace("Id", "ID") + p["description"] = ( + p["description"] + .split("Multiple comma separated items allowed for provider(s)")[0] + .strip() + ) + multiple_items_allowed_dict: dict = {} + for _provider in providers: + if _provider in param["schema"] and param["schema"][_provider].get( + "multiple_items_allowed", False + ): + multiple_items_allowed_dict[_provider] = True + p["multiple_items_allowed"] = multiple_items_allowed_dict + if "Multiple comma separated items allowed" in p["description"]: + p["description"] = ( + p["description"] + .split("Multiple comma separated items allowed")[0] + .strip() + ) + return p + + p_schema = param.get("schema", {}) + p["value"] = p_schema.get("default", None) + p = set_parameter_options(p, p_schema, providers) + p = set_parameter_type(p, p_schema) + + return p + + +def get_query_schema_for_widget( + openapi_json: dict, command_route: str +) -> tuple[list[dict], bool]: + """ + Extract the query schema for a widget. + + Parameters + ---------- + openapi_json : dict + The OpenAPI specification as a dictionary. + command_route : str + The route of the command in the OpenAPI specification. + + Returns + ------- + Tuple[List[Dict], bool] + A tuple containing the list of processed parameters and a boolean indicating if a chart is present. + """ + has_chart = False + command = openapi_json["paths"][command_route] + schema_method = list(command)[0] + command = command[schema_method] + params = command.get("parameters", []) + route_params: list[dict] = [] + providers: list[str] = extract_providers(params) + + for param in params: + if param["name"] in ["sort", "order"]: + continue + if param["name"] == "chart": + has_chart = True + continue + + p = process_parameter(param, providers) + p["show"] = True + route_params.append(p) + + return route_params, has_chart + + +def get_data_schema_for_widget(openapi_json, operation_id): + """ + Get the data schema for a widget based on its operationId. + + Args: + openapi (dict): The OpenAPI specification as a dictionary. + operation_id (str): The operationId of the widget. + + Returns: + dict: The schema dictionary for the widget's data. + """ + # Find the route and method for the given operationId + for _, methods in openapi_json["paths"].items(): + for _, details in methods.items(): + if details.get("operationId") == operation_id: + # Get the reference to the schema from the successful response + response_ref = details["responses"]["200"]["content"][ + "application/json" + ]["schema"]["$ref"] + # Extract the schema name from the reference + schema_name = response_ref.split("/")[-1] + # Fetch and return the schema from components + return ( + openapi_json["components"]["schemas"][schema_name] + .get("properties", {}) + .get("results", {}) + ) + + # Return None if the schema is not found + return None + + +def data_schema_to_columns_defs(openapi_json, operation_id, provider): + """Convert data schema to column definitions for the widget.""" + # Initialize an empty list to hold the schema references + schema_refs: list = [] + + result_schema_ref = get_data_schema_for_widget(openapi_json, operation_id) + # Check if 'anyOf' is in the result_schema_ref and handle the nested structure + if "anyOf" in result_schema_ref: + for item in result_schema_ref["anyOf"]: + # When there are multiple providers a 'oneOf' is used + if "items" in item and "oneOf" in item["items"]: + # Extract the $ref values + schema_refs.extend( + [ + oneOf_item["$ref"].split("/")[-1] + for oneOf_item in item["items"]["oneOf"] + if "$ref" in oneOf_item + ] + ) + # When there's only one model there is no oneOf + elif "items" in item and "$ref" in item["items"]: + schema_refs.append(item["items"]["$ref"].split("/")[-1]) + + # Fetch the schemas using the extracted references + schemas = [ + openapi_json["components"]["schemas"][ref] + for ref in schema_refs + if ref in openapi_json["components"]["schemas"] + ] + + # Proceed with finding common keys and generating column definitions + if not schemas: + return [] + + target_schema: dict = {} + + if len(schemas) == 1: + target_schema = schemas[0] + else: + for schema in schemas: + if ( + schema.get("description", "") + .lower() + .startswith(provider.lower().replace("tradingeconomics", "te")) + ) or (schema.get("description", "").lower().startswith("us government")): + target_schema = schema + break + + keys = list(target_schema.get("properties", {})) + + column_defs: list = [] + for key in keys: + cell_data_type = None + formatterFn = None + prop = target_schema.get("properties", {}).get(key) + # Handle prop types for both when there's a single prop type or multiple + if "anyOf" in prop: + types = [ + sub_prop.get("type") for sub_prop in prop["anyOf"] if "type" in sub_prop + ] + if "number" in types or "integer" in types or "float" in types: + cell_data_type = "number" + elif "string" in types and any( + sub_prop.get("format") in ["date", "date-time"] + for sub_prop in prop["anyOf"] + if "format" in sub_prop + ): + cell_data_type = "date" + else: + cell_data_type = "text" + else: + prop_type = prop.get("type", None) + if prop_type in ["number", "integer", "float"]: + cell_data_type = "number" + if prop_type == "integer": + formatterFn = "int" + elif "format" in prop and prop["format"] in ["date", "date-time"]: + cell_data_type = "date" + else: + cell_data_type = "text" + + column_def: dict = {} + # OpenAPI changes some of the field names. + k = to_snake_case(key) + column_def["field"] = k + if k in [ + "symbol", + "symbol_root", + "series_id", + "date", + "published", + "fiscal_year", + "period_ending", + "period_beginning", + "order", + "name", + "title", + "cusip", + "isin", + ]: + column_def["pinned"] = "left" + + column_def["formatterFn"] = formatterFn + column_def["headerName"] = prop.get("title", key.title()) + column_def["description"] = prop.get( + "description", prop.get("title", key.title()) + ) + column_def["cellDataType"] = cell_data_type + column_def["chartDataType"] = ( + "series" + if cell_data_type in ["number", "integer", "float"] + and column_def.get("pinned") != "left" + else "category" + ) + measurement = prop.get("x-unit_measurement") + + if measurement == "percent": + column_def["formatterFn"] = ( + "normalizedPercent" + if prop.get("x-frontend_multiply") == 100 + else "percent" + ) + column_def["renderFn"] = "greenRed" + elif cell_data_type == "number": + del column_def["formatterFn"] + + if k in ["cik", "isin", "figi", "cusip", "sedol", "symbol"]: + column_def["cellDataType"] = "text" + column_def["headerName"] = ( + column_def["headerName"].upper() if k != "symbol" else "Symbol" + ) + + column_defs.append(column_def) + + return column_defs diff --git a/openbb_platform/extensions/platform_api/openbb_platform_api/utils/widgets.py b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/widgets.py new file mode 100644 index 000000000000..45a597fd3a0c --- /dev/null +++ b/openbb_platform/extensions/platform_api/openbb_platform_api/utils/widgets.py @@ -0,0 +1,243 @@ +"""Utils for building the widgets.json file.""" + +from copy import deepcopy + +TO_CAPS_STRINGS = [ + "Pe", + "Sloos", + "Eps", + "Ebitda", + "Otc", + "Cpi", + "Pce", + "Gdp", + "Lbma", + "Ipo", + "Nbbo", + "Ameribor", + "Sonia", + "Effr", + "Sofr", + "Iorb", + "Estr", + "Ecb", + "Dpcredit", + "Tcm", + "Us", + "Ice", + "Bofa", + "Hqm", + "Sp500", + "Sec", + "Cftc", + "Cot", + "Etf", + "Eu", + "Tips", + "Rss", + "Sic", + "Cik", + "Bls", + "Fred", + "Cusip", +] + + +def modify_query_schema(query_schema: list[dict], provider_value: str): + """Modify query_schema and the description for the current provider.""" + modified_query_schema: list = [] + for item in query_schema: + # copy the item + _item = deepcopy(item) + provider_value_options: dict = {} + + # Exclude provider parameter. Those will be added last. + if "parameter_name" in _item and _item["parameter_name"] == "provider": + continue + + # Exclude parameters that are not available for the current provider. + if ( + "available_providers" in _item + and provider_value not in _item["available_providers"] + ): + continue + + if provider_value in _item["multiple_items_allowed"] and _item[ + "multiple_items_allowed" + ].get(provider_value, False): + _item["description"] = ( + _item["description"] + " Multiple comma separated items allowed." + ) + _item["type"] = "text" + _item["multiSelect"] = True + + if "options" in _item: + provider_value_options = _item.pop("options") + + if provider_value in provider_value_options and bool( + provider_value_options[provider_value] + ): + _item["options"] = provider_value_options[provider_value] + _item["type"] = "text" + elif len(provider_value_options) == 1 and "other" in provider_value_options: + _item["options"] = provider_value_options["other"] + _item["type"] = "text" + + _item.pop("multiple_items_allowed") + + if "available_providers" in _item: + _item.pop("available_providers") + + _item["paramName"] = _item.pop("parameter_name") + + modified_query_schema.append(_item) + + if provider_value != "custom": + modified_query_schema.append( + {"paramName": "provider", "value": provider_value, "show": False} + ) + + return modified_query_schema + + +def build_json(openapi: dict, widget_exclude_filter: list): + """Build the widgets.json file.""" + # pylint: disable=import-outside-toplevel + from .openapi import data_schema_to_columns_defs, get_query_schema_for_widget + + if not openapi: + return {} + + widgets_json: dict = {} + routes = [ + p + for p in openapi["paths"] + if p.startswith("/api") and "get" in openapi["paths"][p] + ] + for route in routes: + route_api = openapi["paths"][route] + method = list(route_api)[0] + widget_id = route_api[method]["operationId"] + + # Prepare the query schema of the widget + query_schema, has_chart = get_query_schema_for_widget(openapi, route) + + # Extract providers from the query schema + providers: list = [] + for item in query_schema: + if item["parameter_name"] == "provider": + providers = item["available_providers"] + + if not providers: + providers = ["custom"] + + for provider in providers: + columns_defs = data_schema_to_columns_defs(openapi, widget_id, provider) + _cat = route.split("v1/")[-1] + _cats = _cat.split("/") + category = _cats[0].title() + category = category.replace("Fixedincome", "Fixed Income") + subcat = _cats[1].title().replace("_", " ") if len(_cats) > 2 else None + name = ( + widget_id.replace("fixedincome", "fixed income") + .replace("_", " ") + .title() + .replace(category if category else "", "") + .replace(subcat if subcat else "", "") + .strip() + ) + + name = " ".join( + [ + (word.upper() if word in TO_CAPS_STRINGS else word) + for word in name.split() + ] + ) + + modified_query_schema = modify_query_schema(query_schema, provider) + + provider_map = { + "tmx": "TMX", + "ecb": "ECB", + "econdb": "EconDB", + "fmp": "FMP", + "oecd": "OECD", + "finra": "FINRA", + "fred": "FRED", + "imf": "IMF", + "bls": "BLS", + "yfinance": "yFinance", + "sec": "SEC", + "cftc": "CFTC", + "tradingeconomics": "Trading Economics", + "wsj": "WSJ", + } + provider_name = provider_map.get( + provider.lower(), provider.replace("_", " ").title() + ) + + widget_config = { + "name": f"{name}", + "description": route_api["get"]["description"], + "category": category, + "searchCategory": category, + "widgetId": f"{widget_id}_{provider}_obb", + "params": modified_query_schema, + "endpoint": route.replace("/api", "api"), + "gridData": {"w": 45, "h": 15}, + "data": { + "dataKey": "results", + "table": { + "showAll": True, + }, + }, + "source": [provider_name], + } + + if subcat: + subcat = " ".join( + [ + (word.upper() if word in TO_CAPS_STRINGS else word) + for word in subcat.split() + ] + ) + subcat = ( + subcat.replace("Estimates", "Analyst Estimates") + .replace("Fundamental", "Fundamental Analysis") + .replace("Compare", "Comparison Analysis") + ) + widget_config["subCategory"] = subcat + + if columns_defs: + widget_config["data"]["table"]["columnsDefs"] = columns_defs + + # Add the widget configuration to the widgets.json + if widget_config["widgetId"] not in widget_exclude_filter: + widgets_json[widget_config["widgetId"]] = widget_config + + if has_chart: + widget_config_chart = deepcopy(widget_config) + widget_config_chart["name"] = widget_config_chart["name"] + " (Chart)" + widget_config_chart["widgetId"] = ( + f"{widget_config_chart['widgetId']}_chart" + ) + widget_config_chart["params"].append( + { + "paramName": "chart", + "label": "Chart", + "description": "Returns chart", + "optional": True, + "value": True, + "type": "boolean", + "show": False, + }, + ) + widget_config_chart["searchCategory"] = "chart" + widget_config_chart["gridData"]["h"] = 20 + widget_config_chart["gridData"]["w"] = 50 + widget_config_chart["defaultViz"] 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(provider: fred)" + }, + { + "name": "aggregation_method", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "avg", + "sum", + "eop" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)" + }, + "description": "A key that indicates the aggregation method used for frequency aggregation.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)" + }, + { + "name": "transform", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "chg", + "ch1", + "pch", + "pc1", + "pca", + "cch", + "cca", + "log" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + }, + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_UniversityOfMichigan" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "UniversityOfMichigan", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/survey/economic_conditions_chicago": { + "get": { + "tags": [ + "economy" + ], + "summary": "Economic Conditions Chicago", + "description": "Get The Survey Of Economic Conditions For The Chicago Region.", + "operationId": "economy_survey_economic_conditions_chicago", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "start_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "Start date of the data, in YYYY-MM-DD format.", + "title": "Start Date" + }, + "description": "Start date of the data, in YYYY-MM-DD format." + }, + { + "name": "end_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "End date of the data, in YYYY-MM-DD format.", + "title": "End Date" + }, + "description": "End date of the data, in YYYY-MM-DD format." + }, + { + "name": "frequency", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "annual", + "quarter" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Frequency aggregation to convert monthly data to lower frequency. None is monthly. (provider: fred)" + }, + "description": "Frequency aggregation to convert monthly data to lower frequency. None is monthly. (provider: fred)" + }, + { + "name": "aggregation_method", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "avg", + "sum", + "eop" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)" + }, + "description": "A key that indicates the aggregation method used for frequency aggregation.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)" + }, + { + "name": "transform", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "chg", + "ch1", + "pch", + "pc1", + "pca", + "cch", + "cca", + "log" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + }, + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_SurveyOfEconomicConditionsChicago" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "SurveyOfEconomicConditionsChicago", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/survey/manufacturing_outlook_texas": { + "get": { + "tags": [ + "economy" + ], + "summary": "Manufacturing Outlook Texas", + "description": "Get The Manufacturing Outlook Survey For The Texas Region.", + "operationId": "economy_survey_manufacturing_outlook_texas", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "start_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "Start date of the data, in YYYY-MM-DD format.", + "title": "Start Date" + }, + "description": "Start date of the data, in YYYY-MM-DD format." + }, + { + "name": "end_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "End date of the data, in YYYY-MM-DD format.", + "title": "End Date" + }, + "description": "End date of the data, in YYYY-MM-DD format." + }, + { + "name": "topic", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "business_activity", + "business_outlook", + "capex", + "prices_paid", + "production", + "inventory", + "new_orders", + "new_orders_growth", + "unfilled_orders", + "shipments", + "delivery_time", + "employment", + "wages", + "hours_worked" + ], + "type": "string" + }, + { + "type": "string" + } + ], + "title": "fred", + "description": "The topic for the survey response. Multiple comma separated items allowed. (provider: fred)", + "fred": { + "multiple_items_allowed": true, + "choices": [ + "business_activity", + "business_outlook", + "capex", + "prices_paid", + "production", + "inventory", + "new_orders", + "new_orders_growth", + "unfilled_orders", + "shipments", + "delivery_time", + "employment", + "wages", + "hours_worked" + ] + }, + "default": "new_orders_growth" + }, + "description": "The topic for the survey response. Multiple comma separated items allowed. (provider: fred)" + }, + { + "name": "frequency", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "annual", + "quarter" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "\n Frequency aggregation to convert monthly data to lower frequency. None is monthly.\n (provider: fred)" + }, + "description": "\n Frequency aggregation to convert monthly data to lower frequency. None is monthly.\n (provider: fred)" + }, + { + "name": "aggregation_method", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "avg", + "sum", + "eop" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "\n A key that indicates the aggregation method used for frequency aggregation.\n avg = Average\n sum = Sum\n eop = End of Period\n (provider: fred)" + }, + "description": "\n A key that indicates the aggregation method used for frequency aggregation.\n avg = Average\n sum = Sum\n eop = End of Period\n (provider: fred)" + }, + { + "name": "transform", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "chg", + "ch1", + "pch", + "pc1", + "pca", + "cch", + "cca", + "log" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "\n Transformation type\n None = No transformation\n chg = Change\n ch1 = Change from Year Ago\n pch = Percent Change\n pc1 = Percent Change from Year Ago\n pca = Compounded Annual Rate of Change\n cch = Continuously Compounded Rate of Change\n cca = Continuously Compounded Annual Rate of Change\n log = Natural Log\n (provider: fred)" + }, + "description": "\n Transformation type\n None = No transformation\n chg = Change\n ch1 = Change from Year Ago\n pch = Percent Change\n pc1 = Percent Change from Year Ago\n pca = Compounded Annual Rate of Change\n cch = Continuously Compounded Rate of Change\n cca = Continuously Compounded Annual Rate of Change\n log = Natural Log\n (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_ManufacturingOutlookTexas" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "ManufacturingOutlookTexas", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "parameters": { + "topic": "business_outlook,new_orders", + "transform": "pc1", + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/survey/nonfarm_payrolls": { + "get": { + "tags": [ + "economy" + ], + "summary": "Nonfarm Payrolls", + "description": "Get Nonfarm Payrolls Survey.", + "operationId": "economy_survey_nonfarm_payrolls", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "string" + }, + { + "type": "null" + } + ], + "description": "A specific date to get data for. Default is the latest report. Multiple comma separated items allowed for provider(s): fred.", + "fred": { + "multiple_items_allowed": true + }, + "title": "Date" + }, + "description": "A specific date to get data for. Default is the latest report. Multiple comma separated items allowed for provider(s): fred." + }, + { + "name": "category", + "in": "query", + "required": false, + "schema": { + "enum": [ + "employees_nsa", + "employees_sa", + "employees_production_and_nonsupervisory", + "employees_women", + "employees_women_percent", + "avg_hours", + "avg_hours_production_and_nonsupervisory", + "avg_hours_overtime", + "avg_hours_overtime_production_and_nonsupervisory", + "avg_earnings_hourly", + "avg_earnings_hourly_production_and_nonsupervisory", + "avg_earnings_weekly", + "avg_earnings_weekly_production_and_nonsupervisory", + "index_weekly_hours", + "index_weekly_hours_production_and_nonsupervisory", + "index_weekly_payrolls", + "index_weekly_payrolls_production_and_nonsupervisory" + ], + "type": "string", + "title": "fred", + "description": "The category to query. (provider: fred)", + "default": "employees_nsa" + }, + "description": "The category to query. (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_NonFarmPayrolls" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "NonFarmPayrolls", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "parameters": { + "category": "avg_hours", + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/cpi": { + "get": { + "tags": [ + "economy" + ], + "summary": "Cpi", + "description": "Get Consumer Price Index (CPI).\n\nReturns either the rescaled index value, or a rate of change (inflation).", + "operationId": "economy_cpi", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "country", + "in": "query", + "required": false, + "schema": { + "type": "string", + "description": "The country to get data. Multiple comma separated items allowed for provider(s): fred.", + "fred": { + "multiple_items_allowed": true, + "choices": [ + "australia", + "austria", + "belgium", + "brazil", + "bulgaria", + "canada", + "chile", + "china", + "croatia", + "cyprus", + "czech_republic", + "denmark", + "estonia", + "euro_area", + "finland", + "france", + "germany", + "greece", + "hungary", + "iceland", + "india", + "indonesia", + "ireland", + "israel", + "italy", + "japan", + "korea", + "latvia", + "lithuania", + "luxembourg", + "malta", + "mexico", + "netherlands", + "new_zealand", + "norway", + "poland", + "portugal", + "romania", + "russian_federation", + "slovak_republic", + "slovakia", + "slovenia", + "south_africa", + "spain", + "sweden", + "switzerland", + "turkey", + "united_kingdom", + "united_states" + ] + }, + "default": "united_states", + "title": "Country" + }, + "description": "The country to get data. Multiple comma separated items allowed for provider(s): fred." + }, + { + "name": "transform", + "in": "query", + "required": false, + "schema": { + "enum": [ + "index", + "yoy", + "period" + ], + "type": "string", + "description": "Transformation of the CPI data. Period represents the change since previous. Defaults to change from one year ago (yoy).", + "default": "yoy", + "title": "Transform" + }, + "description": "Transformation of the CPI data. Period represents the change since previous. Defaults to change from one year ago (yoy)." + }, + { + "name": "frequency", + "in": "query", + "required": false, + "schema": { + "enum": [ + "annual", + "quarter", + "monthly" + ], + "type": "string", + "description": "The frequency of the data.", + "default": "monthly", + "title": "Frequency" + }, + "description": "The frequency of the data." + }, + { + "name": "harmonized", + "in": "query", + "required": false, + "schema": { + "type": "boolean", + "description": "If true, returns harmonized data.", + "default": false, + "title": "Harmonized" + }, + "description": "If true, returns harmonized data." + }, + { + "name": "start_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "Start date of the data, in YYYY-MM-DD format.", + "title": "Start Date" + }, + "description": "Start date of the data, in YYYY-MM-DD format." + }, + { + "name": "end_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "End date of the data, in YYYY-MM-DD format.", + "title": "End Date" + }, + "description": "End date of the data, in YYYY-MM-DD format." + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_ConsumerPriceIndex" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "ConsumerPriceIndex", + "examples": [ + { + "scope": "api", + "parameters": { + "country": "japan,china,turkey", + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/balance_of_payments": { + "get": { + "tags": [ + "economy" + ], + "summary": "Balance Of Payments", + "description": "Balance of Payments Reports.", + "operationId": "economy_balance_of_payments", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "country", + "in": "query", + "required": false, + "schema": { + "enum": [ + "argentina", + "australia", + "austria", + "belgium", + "brazil", + "canada", + "chile", + "china", + "colombia", + "costa_rica", + "czechia", + "denmark", + "estonia", + "finland", + "france", + "germany", + "greece", + "hungary", + "iceland", + "india", + "indonesia", + "ireland", + "israel", + "italy", + "japan", + "korea", + "latvia", + "lithuania", + "luxembourg", + "mexico", + "netherlands", + "new_zealand", + "norway", + "poland", + "portugal", + "russia", + "saudi_arabia", + "slovak_republic", + "slovenia", + "south_africa", + "spain", + "sweden", + "switzerland", + "turkey", + "united_kingdom", + "united_states", + "g7", + "g20" + ], + "type": "string", + "title": "fred", + "description": "The country to get data. Enter as a 3-letter ISO country code, default is USA. (provider: fred)", + "default": "united_states" + }, + "description": "The country to get data. Enter as a 3-letter ISO country code, default is USA. (provider: fred)" + }, + { + "name": "start_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Start date of the data, in YYYY-MM-DD format. (provider: fred)" + }, + "description": "Start date of the data, in YYYY-MM-DD format. (provider: fred)" + }, + { + "name": "end_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "End date of the data, in YYYY-MM-DD format. (provider: fred)" + }, + "description": "End date of the data, in YYYY-MM-DD format. (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_BalanceOfPayments" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "BalanceOfPayments", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "parameters": { + "provider": "fred", + "country": "brazil" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/fred_search": { + "get": { + "tags": [ + "economy" + ], + "summary": "Fred Search", + "description": "Search for FRED series or economic releases by ID or string.\n\nThis does not return the observation values, only the metadata.\nUse this function to find series IDs for `fred_series()`.", + "operationId": "economy_fred_search", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "query", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "description": "The search word(s).", + "title": "Query" + }, + "description": "The search word(s)." + }, + { + "name": "is_release", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "boolean" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Is release? If True, other search filter variables are ignored. If no query text or release_id is supplied, this defaults to True. (provider: fred)", + "default": false + }, + "description": "Is release? If True, other search filter variables are ignored. If no query text or release_id is supplied, this defaults to True. (provider: fred)" + }, + { + "name": "release_id", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A specific release ID to target. (provider: fred)" + }, + "description": "A specific release ID to target. (provider: fred)" + }, + { + "name": "limit", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "The number of data entries to return. (1-1000) (provider: fred)" + }, + "description": "The number of data entries to return. (1-1000) (provider: fred)" + }, + { + "name": "offset", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "integer", + "minimum": 0 + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Offset the results in conjunction with limit. (provider: fred)", + "default": 0 + }, + "description": "Offset the results in conjunction with limit. (provider: fred)" + }, + { + "name": "filter_variable", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "frequency", + "units", + "seasonal_adjustment" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Filter by an attribute. (provider: fred)" + }, + "description": "Filter by an attribute. (provider: fred)" + }, + { + "name": "filter_value", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "String value to filter the variable by. Used in conjunction with filter_variable. (provider: fred)" + }, + "description": "String value to filter the variable by. Used in conjunction with filter_variable. (provider: fred)" + }, + { + "name": "tag_names", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A semicolon delimited list of tag names that series match all of. Example: 'japan;imports' Multiple comma separated items allowed. (provider: fred)", + "fred": { + "multiple_items_allowed": true + } + }, + "description": "A semicolon delimited list of tag names that series match all of. Example: 'japan;imports' Multiple comma separated items allowed. (provider: fred)" + }, + { + "name": "exclude_tag_names", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A semicolon delimited list of tag names that series match none of. Example: 'imports;services'. Requires that variable tag_names also be set to limit the number of matching series. Multiple comma separated items allowed. (provider: fred)", + "fred": { + "multiple_items_allowed": true + } + }, + "description": "A semicolon delimited list of tag names that series match none of. Example: 'imports;services'. Requires that variable tag_names also be set to limit the number of matching series. Multiple comma separated items allowed. (provider: fred)" + }, + { + "name": "series_id", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A FRED Series ID to return series group information for. This returns the required information to query for regional data. Not all series that are in FRED have geographical data. Entering a value for series_id will override all other parameters. Multiple series_ids can be separated by commas. (provider: fred)" + }, + "description": "A FRED Series ID to return series group information for. This returns the required information to query for regional data. Not all series that are in FRED have geographical data. Entering a value for series_id will override all other parameters. Multiple series_ids can be separated by commas. (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_FredSearch" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "FredSearch", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/fred_series": { + "get": { + "tags": [ + "economy" + ], + "summary": "Fred Series", + "description": "Get data by series ID from FRED.", + "operationId": "economy_fred_series", + "parameters": [ + { + "name": "chart", + "in": "query", + "required": false, + "schema": { + "type": "boolean", + "default": false, + "title": "Chart" + } + }, + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "symbol", + "in": "query", + "required": true, + "schema": { + "type": "string", + "description": "Symbol to get data for. Multiple comma separated items allowed for provider(s): fred.", + "fred": { + "multiple_items_allowed": true + }, + "title": "Symbol" + }, + "description": "Symbol to get data for. Multiple comma separated items allowed for provider(s): fred." + }, + { + "name": "start_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "Start date of the data, in YYYY-MM-DD format.", + "title": "Start Date" + }, + "description": "Start date of the data, in YYYY-MM-DD format." + }, + { + "name": "end_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "End date of the data, in YYYY-MM-DD format.", + "title": "End Date" + }, + "description": "End date of the data, in YYYY-MM-DD format." + }, + { + "name": "limit", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "description": "The number of data entries to return.", + "default": 100000, + "title": "Limit" + }, + "description": "The number of data entries to return." + }, + { + "name": "frequency", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "a", + "q", + "m", + "w", + "d", + "wef", + "weth", + "wew", + "wetu", + "wem", + "wesu", + "wesa", + "bwew", + "bwem" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Frequency aggregation to convert high frequency data to lower frequency.\n \n None = No change\n \n a = Annual\n \n q = Quarterly\n \n m = Monthly\n \n w = Weekly\n \n d = Daily\n \n wef = Weekly, Ending Friday\n \n weth = Weekly, Ending Thursday\n \n wew = Weekly, Ending Wednesday\n \n wetu = Weekly, Ending Tuesday\n \n wem = Weekly, Ending Monday\n \n wesu = Weekly, Ending Sunday\n \n wesa = Weekly, Ending Saturday\n \n bwew = Biweekly, Ending Wednesday\n \n bwem = Biweekly, Ending Monday\n (provider: fred)" + }, + "description": "Frequency aggregation to convert high frequency data to lower frequency.\n \n None = No change\n \n a = Annual\n \n q = Quarterly\n \n m = Monthly\n \n w = Weekly\n \n d = Daily\n \n wef = Weekly, Ending Friday\n \n weth = Weekly, Ending Thursday\n \n wew = Weekly, Ending Wednesday\n \n wetu = Weekly, Ending Tuesday\n \n wem = Weekly, Ending Monday\n \n wesu = Weekly, Ending Sunday\n \n wesa = Weekly, Ending Saturday\n \n bwew = Biweekly, Ending Wednesday\n \n bwem = Biweekly, Ending Monday\n (provider: fred)" + }, + { + "name": "aggregation_method", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "avg", + "sum", + "eop" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n This parameter has no affect if the frequency parameter is not set.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)", + "default": "eop" + }, + "description": "A key that indicates the aggregation method used for frequency aggregation.\n This parameter has no affect if the frequency parameter is not set.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)" + }, + { + "name": "transform", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "chg", + "ch1", + "pch", + "pc1", + "pca", + "cch", + "cca", + "log" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + }, + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_FredSeries" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "FredSeries", + "examples": [ + { + "scope": "api", + "parameters": { + "symbol": "NFCI", + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "Multiple series can be passed in as a list.", + "parameters": { + "symbol": "NFCI,STLFSI4", + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "Use the `transform` parameter to transform the data as change, log, or percent change.", + "parameters": { + "symbol": "CBBTCUSD", + "transform": "pc1", + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/fred_release_table": { + "get": { + "tags": [ + "economy" + ], + "summary": "Fred Release Table", + "description": "Get economic release data by ID and/or element from FRED.", + "operationId": "economy_fred_release_table", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "release_id", + "in": "query", + "required": true, + "schema": { + "type": "string", + "description": "The ID of the release. Use `fred_search` to find releases.", + "title": "Release Id" + }, + "description": "The ID of the release. Use `fred_search` to find releases." + }, + { + "name": "element_id", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "description": "The element ID of a specific table in the release.", + "title": "Element Id" + }, + "description": "The element ID of a specific table in the release." + }, + { + "name": "date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "string" + }, + { + "type": "null" + } + ], + "description": "A specific date to get data for. Multiple comma separated items allowed for provider(s): fred.", + "fred": { + "multiple_items_allowed": true + }, + "title": "Date" + }, + "description": "A specific date to get data for. Multiple comma separated items allowed for provider(s): fred." + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_FredReleaseTable" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "FredReleaseTable", + "examples": [ + { + "scope": "api", + "description": "Get the top-level elements of a release by not supplying an element ID.", + "parameters": { + "release_id": "50", + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "Drill down on a specific section of the release.", + "parameters": { + "release_id": "50", + "element_id": "4880", + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "Drill down on a specific table of the release.", + "parameters": { + "release_id": "50", + "element_id": "4881", + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/fred_regional": { + "get": { + "tags": [ + "economy" + ], + "summary": "Fred Regional", + "description": "Query the Geo Fred API for regional economic data by series group.\n\nThe series group ID is found by using `fred_search` and the `series_id` parameter.", + "operationId": "economy_fred_regional", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "symbol", + "in": "query", + "required": true, + "schema": { + "type": "string", + "description": "Symbol to get data for.", + "title": "Symbol" + }, + "description": "Symbol to get data for." + }, + { + "name": "start_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "Start date of the data, in YYYY-MM-DD format.", + "title": "Start Date" + }, + "description": "Start date of the data, in YYYY-MM-DD format." + }, + { + "name": "end_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "End date of the data, in YYYY-MM-DD format.", + "title": "End Date" + }, + "description": "End date of the data, in YYYY-MM-DD format." + }, + { + "name": "limit", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "description": "The number of data entries to return.", + "default": 100000, + "title": "Limit" + }, + "description": "The number of data entries to return." + }, + { + "name": "is_series_group", + "in": "query", + "required": false, + "schema": { + "type": "boolean", + "title": "fred", + "description": "When True, the symbol provided is for a series_group, else it is for a series ID. (provider: fred)", + "default": false + }, + "description": "When True, the symbol provided is for a series_group, else it is for a series ID. (provider: fred)" + }, + { + "name": "region_type", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "bea", + "msa", + "frb", + "necta", + "state", + "country", + "county", + "censusregion" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "The type of regional data. Parameter is only valid when `is_series_group` is True. (provider: fred)" + }, + "description": "The type of regional data. Parameter is only valid when `is_series_group` is True. (provider: fred)" + }, + { + "name": "season", + "in": "query", + "required": false, + "schema": { + "enum": [ + "sa", + "nsa", + "ssa" + ], + "type": "string", + "title": "fred", + "description": "The seasonal adjustments to the data. Parameter is only valid when `is_series_group` is True. (provider: fred)", + "default": "nsa" + }, + "description": "The seasonal adjustments to the data. Parameter is only valid when `is_series_group` is True. (provider: fred)" + }, + { + "name": "units", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "The units of the data. This should match the units returned from searching by series ID. An incorrect field will not necessarily return an error. Parameter is only valid when `is_series_group` is True. (provider: fred)" + }, + "description": "The units of the data. This should match the units returned from searching by series ID. An incorrect field will not necessarily return an error. Parameter is only valid when `is_series_group` is True. (provider: fred)" + }, + { + "name": "frequency", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "a", + "q", + "m", + "w", + "d", + "wef", + "weth", + "wew", + "wetu", + "wem", + "wesu", + "wesa", + "bwew", + "bwem" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Frequency aggregation to convert high frequency data to lower frequency.\n \n None = No change\n \n a = Annual\n \n q = Quarterly\n \n m = Monthly\n \n w = Weekly\n \n d = Daily\n \n wef = Weekly, Ending Friday\n \n weth = Weekly, Ending Thursday\n \n wew = Weekly, Ending Wednesday\n \n wetu = Weekly, Ending Tuesday\n \n wem = Weekly, Ending Monday\n \n wesu = Weekly, Ending Sunday\n \n wesa = Weekly, Ending Saturday\n \n bwew = Biweekly, Ending Wednesday\n \n bwem = Biweekly, Ending Monday\n (provider: fred)" + }, + "description": "Frequency aggregation to convert high frequency data to lower frequency.\n \n None = No change\n \n a = Annual\n \n q = Quarterly\n \n m = Monthly\n \n w = Weekly\n \n d = Daily\n \n wef = Weekly, Ending Friday\n \n weth = Weekly, Ending Thursday\n \n wew = Weekly, Ending Wednesday\n \n wetu = Weekly, Ending Tuesday\n \n wem = Weekly, Ending Monday\n \n wesu = Weekly, Ending Sunday\n \n wesa = Weekly, Ending Saturday\n \n bwew = Biweekly, Ending Wednesday\n \n bwem = Biweekly, Ending Monday\n (provider: fred)" + }, + { + "name": "aggregation_method", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "avg", + "sum", + "eop" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n This parameter has no affect if the frequency parameter is not set.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)", + "default": "eop" + }, + "description": "A key that indicates the aggregation method used for frequency aggregation.\n This parameter has no affect if the frequency parameter is not set.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period\n (provider: fred)" + }, + { + "name": "transform", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "chg", + "ch1", + "pch", + "pc1", + "pca", + "cch", + "cca", + "log" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + }, + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log\n (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_FredRegional" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "FredRegional", + "examples": [ + { + "scope": "api", + "parameters": { + "symbol": "NYICLAIMS", + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "With a date, time series data is returned.", + "parameters": { + "symbol": "NYICLAIMS", + "start_date": "2021-01-01", + "end_date": "2021-12-31", + "limit": 10, + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/retail_prices": { + "get": { + "tags": [ + "economy" + ], + "summary": "Retail Prices", + "description": "Get retail prices for common items.", + "operationId": "economy_retail_prices", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "item", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "description": "The item or basket of items to query.", + "title": "Item" + }, + "description": "The item or basket of items to query." + }, + { + "name": "country", + "in": "query", + "required": false, + "schema": { + "type": "string", + "description": "The country to get data.", + "default": "united_states", + "title": "Country" + }, + "description": "The country to get data." + }, + { + "name": "start_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "Start date of the data, in YYYY-MM-DD format.", + "title": "Start Date" + }, + "description": "Start date of the data, in YYYY-MM-DD format." + }, + { + "name": "end_date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "description": "End date of the data, in YYYY-MM-DD format.", + "title": "End Date" + }, + "description": "End date of the data, in YYYY-MM-DD format." + }, + { + "name": "region", + "in": "query", + "required": false, + "schema": { + "enum": [ + "all_city", + "northeast", + "midwest", + "south", + "west" + ], + "type": "string", + "title": "fred", + "description": "The region to get average price levels for. (provider: fred)", + "default": "all_city" + }, + "description": "The region to get average price levels for. (provider: fred)" + }, + { + "name": "frequency", + "in": "query", + "required": false, + "schema": { + "enum": [ + "annual", + "quarter", + "monthly" + ], + "type": "string", + "title": "fred", + "description": "The frequency of the data. (provider: fred)", + "default": "monthly" + }, + "description": "The frequency of the data. (provider: fred)" + }, + { + "name": "transform", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "enum": [ + "chg", + "ch1", + "pch", + "pc1", + "pca", + "cch", + "cca", + "log" + ], + "type": "string" + }, + { + "type": "null" + } + ], + "title": "fred", + "description": "\n Transformation type\n None = No transformation\n chg = Change\n ch1 = Change from Year Ago\n pch = Percent Change\n pc1 = Percent Change from Year Ago\n pca = Compounded Annual Rate of Change\n cch = Continuously Compounded Rate of Change\n cca = Continuously Compounded Annual Rate of Change\n log = Natural Log\n (provider: fred)" + }, + "description": "\n Transformation type\n None = No transformation\n chg = Change\n ch1 = Change from Year Ago\n pch = Percent Change\n pc1 = Percent Change from Year Ago\n pca = Compounded Annual Rate of Change\n cch = Continuously Compounded Rate of Change\n cca = Continuously Compounded Annual Rate of Change\n log = Natural Log\n (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_RetailPrices" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "RetailPrices", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "The price of eggs in the northeast census region.", + "parameters": { + "item": "eggs", + "region": "northeast", + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "The percentage change in price, from one-year ago, of various meats, US City Average.", + "parameters": { + "item": "meats", + "transform": "pc1", + "provider": "fred" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/economy/pce": { + "get": { + "tags": [ + "economy" + ], + "summary": "Pce", + "description": "Get Personal Consumption Expenditures (PCE) reports.", + "operationId": "economy_pce", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "fred" + ], + "const": "fred", + "type": "string", + "default": "fred", + "title": "Provider" + } + }, + { + "name": "date", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "string" + }, + { + "type": "null" + } + ], + "description": "A specific date to get data for. Default is the latest report. Multiple comma separated items allowed for provider(s): fred.", + "fred": { + "multiple_items_allowed": true + }, + "title": "Date" + }, + "description": "A specific date to get data for. Default is the latest report. Multiple comma separated items allowed for provider(s): fred." + }, + { + "name": "category", + "in": "query", + "required": false, + "schema": { + "enum": [ + "personal_income", + "wages_by_industry", + "real_pce_percent_change", + "real_pce_quantity_index", + "pce_price_index", + "pce_dollars", + "real_pce_chained_dollars", + "pce_price_percent_change" + ], + "type": "string", + "title": "fred", + "description": "The category to query. (provider: fred)", + "default": "personal_income" + }, + "description": "The category to query. (provider: fred)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_PersonalConsumptionExpenditures" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "PersonalConsumptionExpenditures", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "fred" + }, + "provider": "fred" + }, + { + "scope": "api", + "description": "Get reports for multiple dates, entered as a comma-separated string.", + "parameters": { + "provider": "fred", + "date": "2024-05-01,2024-04-01,2023-05-01", + "category": "pce_price_index" + }, + "provider": "fred" + } + ] + } + }, + "/api/v1/regulators/sec/cik_map": { + "get": { + "tags": [ + "regulators" + ], + "summary": "Cik Map", + "description": "Map a ticker symbol to a CIK number.", + "operationId": "regulators_sec_cik_map", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "sec" + ], + "const": "sec", + "type": "string", + "default": "sec", + "title": "Provider" + } + }, + { + "name": "symbol", + "in": "query", + "required": true, + "schema": { + "type": "string", + "description": "Symbol to get data for.", + "title": "Symbol" + }, + "description": "Symbol to get data for." + }, + { + "name": "use_cache", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "boolean" + }, + { + "type": "null" + } + ], + "title": "sec", + "description": "Whether or not to use cache for the request, default is True. (provider: sec)", + "default": true + }, + "description": "Whether or not to use cache for the request, default is True. (provider: sec)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_CikMap" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "CikMap", + "examples": [ + { + "scope": "api", + "parameters": { + "symbol": "MSFT", + "provider": "sec" + }, + "provider": "sec" + } + ] + } + }, + "/api/v1/regulators/sec/institutions_search": { + "get": { + "tags": [ + "regulators" + ], + "summary": "Institutions Search", + "description": "Search SEC-regulated institutions by name and return a list of results with CIK numbers.", + "operationId": "regulators_sec_institutions_search", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "sec" + ], + "const": "sec", + "type": "string", + "default": "sec", + "title": "Provider" + } + }, + { + "name": "query", + "in": "query", + "required": false, + "schema": { + "type": "string", + "description": "Search query.", + "default": "", + "title": "Query" + }, + "description": "Search query." + }, + { + "name": "use_cache", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "boolean" + }, + { + "type": "null" + } + ], + "description": "Whether or not to use cache.", + "default": true, + "title": "Use Cache" + }, + "description": "Whether or not to use cache." + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_InstitutionsSearch" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "InstitutionsSearch", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "sec" + }, + "provider": "sec" + }, + { + "scope": "api", + "parameters": { + "query": "blackstone real estate", + "provider": "sec" + }, + "provider": "sec" + } + ] + } + }, + "/api/v1/regulators/sec/schema_files": { + "get": { + "tags": [ + "regulators" + ], + "summary": "Schema Files", + "description": "Use tool for navigating the directory of SEC XML schema files by year.", + "operationId": "regulators_sec_schema_files", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "sec" + ], + "const": "sec", + "type": "string", + "default": "sec", + "title": "Provider" + } + }, + { + "name": "query", + "in": "query", + "required": false, + "schema": { + "type": "string", + "description": "Search query.", + "default": "", + "title": "Query" + }, + "description": "Search query." + }, + { + "name": "use_cache", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "boolean" + }, + { + "type": "null" + } + ], + "description": "Whether or not to use cache.", + "default": true, + "title": "Use Cache" + }, + "description": "Whether or not to use cache." + }, + { + "name": "url", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "sec", + "description": "Enter an optional URL path to fetch the next level. (provider: sec)" + }, + "description": "Enter an optional URL path to fetch the next level. (provider: sec)" + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_SchemaFiles" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "SchemaFiles", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "sec" + }, + "provider": "sec" + }, + { + "scope": "python", + "description": "Get a list of schema files.", + "code": [ + "data = obb.regulators.sec.schema_files().results", + "data.files[0]", + "'https://xbrl.fasb.org/us-gaap/'", + "# The directory structure can be navigated by constructing a URL from the 'results' list.", + "url = data.files[0]+data.files[-1]", + "# The URL base will always be the 0 position in the list, feed the URL back in as a parameter.", + "obb.regulators.sec.schema_files(url=url).results.files", + "['https://xbrl.fasb.org/us-gaap/2024/'", + "'USGAAP2024FileList.xml'", + "'dis/'", + "'dqcrules/'", + "'ebp/'", + "'elts/'", + "'entire/'", + "'meta/'", + "'stm/'", + "'us-gaap-2024.zip']" + ] + } + ] + } + }, + "/api/v1/regulators/sec/symbol_map": { + "get": { + "tags": [ + "regulators" + ], + "summary": "Symbol Map", + "description": "Map a CIK number to a ticker symbol, leading 0s can be omitted or included.", + "operationId": "regulators_sec_symbol_map", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "sec" + ], + "const": "sec", + "type": "string", + "default": "sec", + "title": "Provider" + } + }, + { + "name": "query", + "in": "query", + "required": true, + "schema": { + "type": "string", + "description": "Search query.", + "title": "Query" + }, + "description": "Search query." + }, + { + "name": "use_cache", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "boolean" + }, + { + "type": "null" + } + ], + "description": "Whether or not to use cache. If True, cache will store for seven days.", + "default": true, + "title": "Use Cache" + }, + "description": "Whether or not to use cache. If True, cache will store for seven days." + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_SymbolMap" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "SymbolMap", + "examples": [ + { + "scope": "api", + "parameters": { + "query": "0000789019", + "provider": "sec" + }, + "provider": "sec" + } + ] + } + }, + "/api/v1/regulators/sec/rss_litigation": { + "get": { + "tags": [ + "regulators" + ], + "summary": "Rss Litigation", + "description": "Get the RSS feed that provides links to litigation releases concerning civil lawsuits brought by the Commission in federal court.", + "operationId": "regulators_sec_rss_litigation", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "sec" + ], + "const": "sec", + "type": "string", + "default": "sec", + "title": "Provider" + } + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_RssLitigation" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "RssLitigation", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "sec" + }, + "provider": "sec" + } + ] + } + }, + "/api/v1/regulators/sec/sic_search": { + "get": { + "tags": [ + "regulators" + ], + "summary": "Sic Search", + "description": "Search for Industry Titles, Reporting Office, and SIC Codes. An empty query string returns all results.", + "operationId": "regulators_sec_sic_search", + "parameters": [ + { + "name": "provider", + "in": "query", + "required": false, + "schema": { + "enum": [ + "sec" + ], + "const": "sec", + "type": "string", + "default": "sec", + "title": "Provider" + } + }, + { + "name": "query", + "in": "query", + "required": false, + "schema": { + "type": "string", + "description": "Search query.", + "default": "", + "title": "Query" + }, + "description": "Search query." + }, + { + "name": "use_cache", + "in": "query", + "required": false, + "schema": { + "anyOf": [ + { + "type": "boolean" + }, + { + "type": "null" + } + ], + "description": "Whether or not to use cache.", + "default": true, + "title": "Use Cache" + }, + "description": "Whether or not to use cache." + } + ], + "responses": { + "200": { + "description": "Successful Response", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OBBject_SicSearch" + } + } + } + }, + "404": { + "description": "Not found" + }, + "400": { + "description": "No Results Found", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "500": { + "description": "Internal Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/OpenBBErrorResponse" + } + } + } + }, + "422": { + "description": "Validation Error", + "content": { + "application/json": { + "schema": { + "$ref": "#/components/schemas/HTTPValidationError" + } + } + } + } + }, + "model": "SicSearch", + "examples": [ + { + "scope": "api", + "parameters": { + "provider": "sec" + }, + "provider": "sec" + }, + { + "scope": "api", + "parameters": { + "query": "real estate investment trusts", + "provider": "sec" + }, + "provider": "sec" + } + ] + } + } + }, + "components": { + "schemas": { + "Chart": { + "properties": { + "content": { + "anyOf": [ + { + "type": "object" + }, + { + "type": "null" + } + ], + "title": "Content", + "description": "Raw textual representation of the chart." + }, + "format": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Format", + "description": "Complementary attribute to the `content` attribute. It specifies the format of the chart." + }, + "fig": { + "anyOf": [ + { + + }, + { + "type": "null" + } + ], + "title": "Fig", + "description": "The figure object.", + "exclude_from_api": true + } + }, + "type": "object", + "title": "Chart", + "description": "Model for Chart." + }, + "FREDConsumerPriceIndexData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "country": { + "type": "string", + "title": "Country" + }, + "value": { + "type": "number", + "title": "Value", + "description": "CPI index value or period change." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date", + "country", + "value" + ], + "title": "FREDConsumerPriceIndexData", + "description": "FRED Consumer Price Index Data." + }, + "FredBalanceOfPaymentsData": { + "properties": { + "period": { + "type": "string", + "format": "date", + "title": "Period", + "description": "The date representing the beginning of the reporting period." + }, + "balance_percent_of_gdp": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Balance Percent Of Gdp", + "description": "Current Account Balance as Percent of GDP", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + }, + "balance_total": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Balance Total", + "description": "Current Account Total Balance (USD)" + }, + "balance_total_services": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Balance Total Services", + "description": "Current Account Total Services Balance (USD)" + }, + "balance_total_secondary_income": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Balance Total Secondary Income", + "description": "Current Account Total Secondary Income Balance (USD)" + }, + "balance_total_goods": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Balance Total Goods", + "description": "Current Account Total Goods Balance (USD)" + }, + "balance_total_primary_income": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Balance Total Primary Income", + "description": "Current Account Total Primary Income Balance (USD)" + }, + "credits_services_percent_of_goods_and_services": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Credits Services Percent Of Goods And Services", + "description": "Current Account Credits Services as Percent of Goods and Services", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + }, + "credits_services_percent_of_current_account": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Credits Services Percent Of Current Account", + "description": "Current Account Credits Services as Percent of Current Account", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + }, + "credits_total_services": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Credits Total Services", + "description": "Current Account Credits Total Services (USD)" + }, + "credits_total_goods": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Credits Total Goods", + "description": "Current Account Credits Total Goods (USD)" + }, + "credits_total_primary_income": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Credits Total Primary Income", + "description": "Current Account Credits Total Primary Income (USD)" + }, + "credits_total_secondary_income": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Credits Total Secondary Income", + "description": "Current Account Credits Total Secondary Income (USD)" + }, + "credits_total": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Credits Total", + "description": "Current Account Credits Total (USD)" + }, + "debits_services_percent_of_goods_and_services": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Debits Services Percent Of Goods And Services", + "description": "Current Account Debits Services as Percent of Goods and Services", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + }, + "debits_services_percent_of_current_account": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Debits Services Percent Of Current Account", + "description": "Current Account Debits Services as Percent of Current Account", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + }, + "debits_total_services": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Debits Total Services", + "description": "Current Account Debits Total Services (USD)" + }, + "debits_total_goods": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Debits Total Goods", + "description": "Current Account Debits Total Goods (USD)" + }, + "debits_total_primary_income": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Debits Total Primary Income", + "description": "Current Account Debits Total Primary Income (USD)" + }, + "debits_total": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Debits Total", + "description": "Current Account Debits Total (USD)" + }, + "debits_total_secondary_income": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Debits Total Secondary Income", + "description": "Current Account Debits Total Secondary Income (USD)" + } + }, + "additionalProperties": true, + "type": "object", + "title": "FredBalanceOfPaymentsData", + "description": "FRED Balance Of Payments Data." + }, + "FredManufacturingOutlookTexasData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "topic": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Topic", + "description": "Topic of the survey response." + }, + "diffusion_index": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Diffusion Index", + "description": "Diffusion Index." + }, + "percent_reporting_increase": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Percent Reporting Increase", + "description": "Percent of respondents reporting an increase over the last month.", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + }, + "percent_reporting_decrease": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Percent Reporting Decrease", + "description": "Percent of respondents reporting a decrease over the last month.", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + }, + "percent_reporting_no_change": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Percent Reporting No Change", + "description": "Percent of respondents reporting no change over the last month.", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date" + ], + "title": "FredManufacturingOutlookTexasData", + "description": "FRED Manufacturing Outlook - Texas - Data." + }, + "FredNonFarmPayrollsData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "symbol": { + "type": "string", + "title": "Symbol", + "description": "Symbol representing the entity requested in the data." + }, + "value": { + "type": "number", + "title": "Value", + "description": "" + }, + "name": { + "type": "string", + "title": "Name", + "description": "The name of the series." + }, + "element_id": { + "type": "string", + "title": "Element Id", + "description": "The element id in the parent/child relationship." + }, + "parent_id": { + "type": "string", + "title": "Parent Id", + "description": "The parent id in the parent/child relationship." + }, + "children": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Children", + "description": "The element_id of each child, as a comma-separated string." + }, + "level": { + "type": "integer", + "title": "Level", + "description": "The indentation level of the element." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date", + "symbol", + "value", + "name", + "element_id", + "parent_id", + "level" + ], + "title": "FredNonFarmPayrollsData", + "description": "FRED NonFarm Payrolls Data." + }, + "FredPersonalConsumptionExpendituresData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "symbol": { + "type": "string", + "title": "Symbol", + "description": "Symbol representing the entity requested in the data." + }, + "value": { + "type": "number", + "title": "Value", + "description": "" + }, + "name": { + "type": "string", + "title": "Name", + "description": "The name of the series." + }, + "element_id": { + "type": "string", + "title": "Element Id", + "description": "The element id in the parent/child relationship." + }, + "parent_id": { + "type": "string", + "title": "Parent Id", + "description": "The parent id in the parent/child relationship." + }, + "children": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Children", + "description": "The element_id of each child, as a comma-separated string." + }, + "level": { + "type": "integer", + "title": "Level", + "description": "The indentation level of the element." + }, + "line": { + "type": "integer", + "title": "Line", + "description": "The line number of the series in the table." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date", + "symbol", + "value", + "name", + "element_id", + "parent_id", + "level", + "line" + ], + "title": "FredPersonalConsumptionExpendituresData", + "description": "FRED Personal Consumption Expenditures Data." + }, + "FredRegionalData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "region": { + "type": "string", + "title": "Region", + "description": "The name of the region." + }, + "code": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "integer" + } + ], + "title": "Code", + "description": "The code of the region." + }, + "value": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Value", + "description": "The obersvation value. The units are defined in the search results by series ID." + }, + "series_id": { + "type": "string", + "title": "Series Id", + "description": "The individual series ID for the region." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date", + "region", + "code", + "series_id" + ], + "title": "FredRegionalData", + "description": "FRED Regional Data." + }, + "FredReleaseTableData": { + "properties": { + "date": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "title": "Date", + "description": "The date of the data." + }, + "level": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Level", + "description": "The indentation level of the element." + }, + "element_type": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Element Type", + "description": "The type of the element." + }, + "line": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Line", + "description": "The line number of the element." + }, + "element_id": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Element Id", + "description": "The element id in the parent/child relationship." + }, + "parent_id": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Parent Id", + "description": "The parent id in the parent/child relationship." + }, + "children": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Children", + "description": "The element_id of each child, as a comma-separated string." + }, + "symbol": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Symbol", + "description": "Symbol representing the entity requested in the data." + }, + "name": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Name", + "description": "The name of the series." + }, + "value": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Value", + "description": "The reported value of the series." + } + }, + "additionalProperties": true, + "type": "object", + "title": "FredReleaseTableData", + "description": "FRED Release Table Data." + }, + "FredRetailPricesData": { + "properties": { + "date": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "title": "Date", + "description": "The date of the data." + }, + "symbol": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Symbol", + "description": "Symbol representing the entity requested in the data." + }, + "country": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Country", + "description": "" + }, + "description": { + "type": "string", + "title": "Description", + "description": "Description of the item." + }, + "value": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Value", + "description": "Price, or change in price, per unit." + } + }, + "additionalProperties": true, + "type": "object", + "title": "FredRetailPricesData", + "description": "FRED Retail Prices Data." + }, + "FredSearchData": { + "properties": { + "release_id": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Release Id", + "description": "The release ID for queries." + }, + "series_id": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Series Id", + "description": "The series ID for the item in the release." + }, + "name": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Name", + "description": "The name of the release." + }, + "title": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Title", + "description": "The title of the series." + }, + "observation_start": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "title": "Observation Start", + "description": "The date of the first observation in the series." + }, + "observation_end": { + "anyOf": [ + { + "type": "string", + "format": "date" + }, + { + "type": "null" + } + ], + "title": "Observation End", + "description": "The date of the last observation in the series." + }, + "frequency": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Frequency", + "description": "The frequency of the data." + }, + "frequency_short": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Frequency Short", + "description": "Short form of the data frequency." + }, + "units": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Units", + "description": "The units of the data." + }, + "units_short": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Units Short", + "description": "Short form of the data units." + }, + "seasonal_adjustment": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Seasonal Adjustment", + "description": "The seasonal adjustment of the data." + }, + "seasonal_adjustment_short": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Seasonal Adjustment Short", + "description": "Short form of the data seasonal adjustment." + }, + "last_updated": { + "anyOf": [ + { + "type": "string", + "format": "date-time" + }, + { + "type": "null" + } + ], + "title": "Last Updated", + "description": "The datetime of the last update to the data." + }, + "notes": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Notes", + "description": "Description of the release." + }, + "press_release": { + "anyOf": [ + { + "type": "boolean" + }, + { + "type": "null" + } + ], + "title": "Press Release", + "description": "If the release is a press release." + }, + "url": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Url", + "description": "URL to the release." + }, + "popularity": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Popularity", + "description": "Popularity of the series" + }, + "group_popularity": { + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Group Popularity", + "description": "Group popularity of the release" + }, + "region_type": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Region Type", + "description": "The region type of the series." + }, + "series_group": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Series Group", + "description": "The series group ID of the series. This value is used to query for regional data." + } + }, + "additionalProperties": true, + "type": "object", + "title": "FredSearchData", + "description": "FRED Search Data." + }, + "FredSeniorLoanOfficerSurveyData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "symbol": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Symbol", + "description": "Symbol representing the entity requested in the data." + }, + "value": { + "type": "number", + "title": "Value", + "description": "Survey value." + }, + "title": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Title", + "description": "Survey title." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date", + "value", + "title" + ], + "title": "FredSeniorLoanOfficerSurveyData", + "description": "FRED Senior Loan Officer Opinion Survey Data." + }, + "FredSeriesData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date" + ], + "title": "FredSeriesData", + "description": "FRED Series Data." + }, + "FredSurveyOfEconomicConditionsChicagoData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "activity_index": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Activity Index", + "description": "Activity Index." + }, + "one_year_outlook": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "One Year Outlook", + "description": "One Year Outlook Index." + }, + "manufacturing_activity": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Manufacturing Activity", + "description": "Manufacturing Activity Index." + }, + "non_manufacturing_activity": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Non Manufacturing Activity", + "description": "Non-Manufacturing Activity Index." + }, + "capital_expenditures_expectations": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Capital Expenditures Expectations", + "description": "Capital Expenditures Expectations Index." + }, + "hiring_expectations": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Hiring Expectations", + "description": "Hiring Expectations Index." + }, + "current_hiring": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Current Hiring", + "description": "Current Hiring Index." + }, + "labor_costs": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Labor Costs", + "description": "Labor Costs Index." + }, + "non_labor_costs": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Non Labor Costs", + "description": "Non-Labor Costs Index." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date" + ], + "title": "FredSurveyOfEconomicConditionsChicagoData", + "description": "FRED Survey Of Economic Conditions - Chicago - Data." + }, + "FredUofMichiganData": { + "properties": { + "date": { + "type": "string", + "format": "date", + "title": "Date", + "description": "The date of the data." + }, + "consumer_sentiment": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Consumer Sentiment", + "description": "Index of the results of the University of Michigan's monthly Survey of Consumers, which is used to estimate future spending and saving. (1966:Q1=100)." + }, + "inflation_expectation": { + "anyOf": [ + { + "type": "number" + }, + { + "type": "null" + } + ], + "title": "Inflation Expectation", + "description": "Median expected price change next 12 months, Surveys of Consumers.", + "x-frontend_multiply": 100, + "x-unit_measurement": "percent" + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date" + ], + "title": "FredUofMichiganData", + "description": "FRED University of Michigan Survey Data." + }, + "HTTPValidationError": { + "properties": { + "detail": { + "items": { + "$ref": "#/components/schemas/ValidationError" + }, + "type": "array", + "title": "Detail" + } + }, + "type": "object", + "title": "HTTPValidationError" + }, + "OBBject_BalanceOfPayments": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredBalanceOfPaymentsData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_BalanceOfPayments", + "description": "OBBject with results of type BalanceOfPayments" + }, + "OBBject_CikMap": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "$ref": "#/components/schemas/SecCikMapData" + }, + { + "type": "null" + } + ], + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_CikMap", + "description": "OBBject with results of type CikMap" + }, + "OBBject_ConsumerPriceIndex": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FREDConsumerPriceIndexData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_ConsumerPriceIndex", + "description": "OBBject with results of type ConsumerPriceIndex" + }, + "OBBject_FredRegional": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredRegionalData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_FredRegional", + "description": "OBBject with results of type FredRegional" + }, + "OBBject_FredReleaseTable": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredReleaseTableData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_FredReleaseTable", + "description": "OBBject with results of type FredReleaseTable" + }, + "OBBject_FredSearch": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredSearchData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_FredSearch", + "description": "OBBject with results of type FredSearch" + }, + "OBBject_FredSeries": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredSeriesData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_FredSeries", + "description": "OBBject with results of type FredSeries" + }, + "OBBject_InstitutionsSearch": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/SecInstitutionsSearchData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_InstitutionsSearch", + "description": "OBBject with results of type InstitutionsSearch" + }, + "OBBject_ManufacturingOutlookTexas": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredManufacturingOutlookTexasData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_ManufacturingOutlookTexas", + "description": "OBBject with results of type ManufacturingOutlookTexas" + }, + "OBBject_NonFarmPayrolls": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredNonFarmPayrollsData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_NonFarmPayrolls", + "description": "OBBject with results of type NonFarmPayrolls" + }, + "OBBject_PersonalConsumptionExpenditures": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredPersonalConsumptionExpendituresData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_PersonalConsumptionExpenditures", + "description": "OBBject with results of type PersonalConsumptionExpenditures" + }, + "OBBject_RetailPrices": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredRetailPricesData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_RetailPrices", + "description": "OBBject with results of type RetailPrices" + }, + "OBBject_RssLitigation": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/SecRssLitigationData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_RssLitigation", + "description": "OBBject with results of type RssLitigation" + }, + "OBBject_SchemaFiles": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "$ref": "#/components/schemas/SecSchemaFilesData" + }, + { + "type": "null" + } + ], + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_SchemaFiles", + "description": "OBBject with results of type SchemaFiles" + }, + "OBBject_SeniorLoanOfficerSurvey": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredSeniorLoanOfficerSurveyData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_SeniorLoanOfficerSurvey", + "description": "OBBject with results of type SeniorLoanOfficerSurvey" + }, + "OBBject_SicSearch": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/SecSicSearchData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_SicSearch", + "description": "OBBject with results of type SicSearch" + }, + "OBBject_SurveyOfEconomicConditionsChicago": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredSurveyOfEconomicConditionsChicagoData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_SurveyOfEconomicConditionsChicago", + "description": "OBBject with results of type SurveyOfEconomicConditionsChicago" + }, + "OBBject_SymbolMap": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "$ref": "#/components/schemas/SecSymbolMapData" + }, + { + "type": "null" + } + ], + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_SymbolMap", + "description": "OBBject with results of type SymbolMap" + }, + "OBBject_UniversityOfMichigan": { + "properties": { + "_id": { + "type": "string", + "title": " Id" + }, + "results": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/FredUofMichiganData" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Results", + "description": "Serializable results." + }, + "provider": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Provider", + "description": "Provider name." + }, + "warnings": { + "anyOf": [ + { + "items": { + "$ref": "#/components/schemas/Warning_" + }, + "type": "array" + }, + { + "type": "null" + } + ], + "title": "Warnings", + "description": "List of warnings." + }, + "chart": { + "anyOf": [ + { + "$ref": "#/components/schemas/Chart" + }, + { + "type": "null" + } + ], + "description": "Chart object." + }, + "extra": { + "type": "object", + "title": "Extra", + "description": "Extra info." + } + }, + "type": "object", + "title": "OBBject_UniversityOfMichigan", + "description": "OBBject with results of type UniversityOfMichigan" + }, + "OpenBBErrorResponse": { + "properties": { + "detail": { + "type": "string", + "title": "Detail" + }, + "error_kind": { + "type": "string", + "title": "Error Kind" + } + }, + "type": "object", + "required": [ + "detail", + "error_kind" + ], + "title": "OpenBBErrorResponse", + "description": "OpenBB Error Response." + }, + "SecCikMapData": { + "properties": { + "cik": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Cik", + "description": "Central Index Key (CIK) for the requested entity." + } + }, + "additionalProperties": true, + "type": "object", + "title": "SecCikMapData", + "description": "SEC CIK Mapping Data." + }, + "SecInstitutionsSearchData": { + "properties": { + "Institution": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "null" + } + ], + "title": "Institution", + "description": "The name of the institution." + }, + "CIK Number": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "integer" + }, + { + "type": "null" + } + ], + "title": "Cik Number", + "description": "Central Index Key (CIK)" + } + }, + "additionalProperties": true, + "type": "object", + "title": "SecInstitutionsSearchData", + "description": "SEC Institutions Search Data." + }, + "SecRssLitigationData": { + "properties": { + "date": { + "type": "string", + "format": "date-time", + "title": "Date", + "description": "The date of publication." + }, + "title": { + "type": "string", + "title": "Title", + "description": "The title of the release." + }, + "summary": { + "type": "string", + "title": "Summary", + "description": "Short summary of the release." + }, + "id": { + "type": "string", + "title": "Id", + "description": "The identifier associated with the release." + }, + "link": { + "type": "string", + "title": "Link", + "description": "URL to the release." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "date", + "title", + "summary", + "id", + "link" + ], + "title": "SecRssLitigationData", + "description": "SEC Litigation RSS Feed Data." + }, + "SecSchemaFilesData": { + "properties": { + "files": { + "items": { + "type": "string" + }, + "type": "array", + "title": "Files", + "description": "Dictionary of URLs to SEC Schema Files" + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "files" + ], + "title": "SecSchemaFilesData", + "description": "SEC Schema Files List Data." + }, + "SecSicSearchData": { + "properties": { + "SIC Code": { + "type": "integer", + "title": "Sic Code", + "description": "Sector Industrial Code (SIC)" + }, + "Industry Title": { + "type": "string", + "title": "Industry Title", + "description": "Industry title." + }, + "Office": { + "type": "string", + "title": "Office", + "description": "Reporting office within the Corporate Finance Office" + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "SIC Code", + "Industry Title", + "Office" + ], + "title": "SecSicSearchData", + "description": "SEC Standard Industrial Classification Code (SIC) Data." + }, + "SecSymbolMapData": { + "properties": { + "symbol": { + "type": "string", + "title": "Symbol", + "description": "Symbol representing the entity requested in the data." + } + }, + "additionalProperties": true, + "type": "object", + "required": [ + "symbol" + ], + "title": "SecSymbolMapData", + "description": "SEC symbol map Data." + }, + "ValidationError": { + "properties": { + "loc": { + "items": { + "anyOf": [ + { + "type": "string" + }, + { + "type": "integer" + } + ] + }, + "type": "array", + "title": "Location" + }, + "msg": { + "type": "string", + "title": "Message" + }, + "type": { + "type": "string", + "title": "Error Type" + } + }, + "type": "object", + "required": [ + "loc", + "msg", + "type" + ], + "title": "ValidationError" + }, + "Warning_": { + "properties": { + "category": { + "type": "string", + "title": "Category" + }, + "message": { + "type": "string", + "title": "Message" + } + }, + "type": "object", + "required": [ + "category", + "message" + ], + "title": "Warning_", + "description": "Model for Warning." + } + } + }, + "tags": [ + { + "name": "economy", + "description": "Economic data." + }, + { + "name": "regulators", + "description": "Financial market regulators data." + } + ] +} diff --git a/openbb_platform/extensions/platform_api/tests/mock_widgets.json b/openbb_platform/extensions/platform_api/tests/mock_widgets.json new file mode 100644 index 000000000000..6c4b8d325cfe --- /dev/null +++ b/openbb_platform/extensions/platform_api/tests/mock_widgets.json @@ -0,0 +1,3615 @@ +{ + "economy_survey_sloos_fred_obb": { + "name": "SLOOS", + "description": "Get Senior Loan Officers Opinion Survey.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_survey_sloos_fred_obb", + "params": [ + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Category", + "description": "Category of survey response.", + "optional": true, + "value": "spreads", + "type": "text", + "show": true, + "options": [ + { + "label": "spreads", + "value": "spreads" + }, + { + "label": "consumer", + "value": "consumer" + }, + { + "label": "auto", + "value": "auto" + }, + { + "label": "credit_card", + "value": "credit_card" + }, + { + "label": "firms", + "value": "firms" + }, + { + "label": "mortgage", + "value": "mortgage" + }, + { + "label": "commercial_real_estate", + "value": "commercial_real_estate" + }, + { + "label": "standards", + "value": "standards" + }, + { + "label": "demand", + "value": "demand" + }, + { + "label": "foreign_banks", + "value": "foreign_banks" + } + ], + "paramName": "category" + }, + { + "label": "Transform", + "description": "Transformation type\n None = No transformation\n chg = Change\n ch1 = Change from Year Ago\n pch = Percent Change\n pc1 = Percent Change from Year Ago\n pca = Compounded Annual Rate of Change\n cch = Continuously Compounded Rate of Change\n cca = Continuously Compounded Annual Rate of Change\n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/survey/sloos", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "symbol", + "pinned": "left", + "formatterFn": null, + "headerName": "Symbol", + "description": "Symbol representing the entity requested in the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "value", + "headerName": "Value", + "description": "Survey value.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "title", + "pinned": "left", + "formatterFn": null, + "headerName": "Title", + "description": "Survey title.", + "cellDataType": "text", + "chartDataType": "category" + } + ] + } + }, + "source": [ + "FRED" + ], + "subCategory": "Survey" + }, + "economy_survey_university_of_michigan_fred_obb": { + "name": "University Of Michigan", + "description": "Get University of Michigan Consumer Sentiment and Inflation Expectations Surveys.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_survey_university_of_michigan_fred_obb", + "params": [ + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Frequency", + "description": "Frequency aggregation to convert monthly data to lower frequency. None is monthly.", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "annual", + "value": "annual" + }, + { + "label": "quarter", + "value": "quarter" + } + ], + "type": "text", + "paramName": "frequency" + }, + { + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "avg", + "value": "avg" + }, + { + "label": "sum", + "value": "sum" + }, + { + "label": "eop", + "value": "eop" + } + ], + "type": "text", + "paramName": "aggregation_method" + }, + { + "label": "Transform", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/survey/university_of_michigan", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "consumer_sentiment", + "headerName": "Consumer Sentiment", + "description": "Index of the results of the University of Michigan's monthly Survey of Consumers, which is used to estimate future spending and saving. (1966:Q1=100).", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "inflation_expectation", + "formatterFn": "normalizedPercent", + "headerName": "Inflation Expectation", + "description": "Median expected price change next 12 months, Surveys of Consumers.", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + } + ] + } + }, + "source": [ + "FRED" + ], + "subCategory": "Survey" + }, + "economy_survey_economic_conditions_chicago_fred_obb": { + "name": "Economic Conditions Chicago", + "description": "Get The Survey Of Economic Conditions For The Chicago Region.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_survey_economic_conditions_chicago_fred_obb", + "params": [ + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Frequency", + "description": "Frequency aggregation to convert monthly data to lower frequency. None is monthly.", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "annual", + "value": "annual" + }, + { + "label": "quarter", + "value": "quarter" + } + ], + "type": "text", + "paramName": "frequency" + }, + { + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "avg", + "value": "avg" + }, + { + "label": "sum", + "value": "sum" + }, + { + "label": "eop", + "value": "eop" + } + ], + "type": "text", + "paramName": "aggregation_method" + }, + { + "label": "Transform", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/survey/economic_conditions_chicago", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "activity_index", + "headerName": "Activity Index", + "description": "Activity Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "one_year_outlook", + "headerName": "One Year Outlook", + "description": "One Year Outlook Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "manufacturing_activity", + "headerName": "Manufacturing Activity", + "description": "Manufacturing Activity Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "non_manufacturing_activity", + "headerName": "Non Manufacturing Activity", + "description": "Non-Manufacturing Activity Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "capital_expenditures_expectations", + "headerName": "Capital Expenditures Expectations", + "description": "Capital Expenditures Expectations Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "hiring_expectations", + "headerName": "Hiring Expectations", + "description": "Hiring Expectations Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "current_hiring", + "headerName": "Current Hiring", + "description": "Current Hiring Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "labor_costs", + "headerName": "Labor Costs", + "description": "Labor Costs Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "non_labor_costs", + "headerName": "Non Labor Costs", + "description": "Non-Labor Costs Index.", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ], + "subCategory": "Survey" + }, + "economy_survey_manufacturing_outlook_texas_fred_obb": { + "name": "Manufacturing Outlook Texas", + "description": "Get The Manufacturing Outlook Survey For The Texas Region.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_survey_manufacturing_outlook_texas_fred_obb", + "params": [ + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Topic", + "description": "The topic for the survey response. Multiple comma separated items allowed.", + "optional": true, + "value": "new_orders_growth", + "show": true, + "type": "text", + "multiSelect": true, + "options": [ + { + "label": "business_activity", + "value": "business_activity" + }, + { + "label": "business_outlook", + "value": "business_outlook" + }, + { + "label": "capex", + "value": "capex" + }, + { + "label": "prices_paid", + "value": "prices_paid" + }, + { + "label": "production", + "value": "production" + }, + { + "label": "inventory", + "value": "inventory" + }, + { + "label": "new_orders", + "value": "new_orders" + }, + { + "label": "new_orders_growth", + "value": "new_orders_growth" + }, + { + "label": "unfilled_orders", + "value": "unfilled_orders" + }, + { + "label": "shipments", + "value": "shipments" + }, + { + "label": "delivery_time", + "value": "delivery_time" + }, + { + "label": "employment", + "value": "employment" + }, + { + "label": "wages", + "value": "wages" + }, + { + "label": "hours_worked", + "value": "hours_worked" + } + ], + "paramName": "topic" + }, + { + "label": "Frequency", + "description": "Frequency aggregation to convert monthly data to lower frequency. None is monthly.", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "annual", + "value": "annual" + }, + { + "label": "quarter", + "value": "quarter" + } + ], + "type": "text", + "paramName": "frequency" + }, + { + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n avg = Average\n sum = Sum\n eop = End of Period", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "avg", + "value": "avg" + }, + { + "label": "sum", + "value": "sum" + }, + { + "label": "eop", + "value": "eop" + } + ], + "type": "text", + "paramName": "aggregation_method" + }, + { + "label": "Transform", + "description": "Transformation type\n None = No transformation\n chg = Change\n ch1 = Change from Year Ago\n pch = Percent Change\n pc1 = Percent Change from Year Ago\n pca = Compounded Annual Rate of Change\n cch = Continuously Compounded Rate of Change\n cca = Continuously Compounded Annual Rate of Change\n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/survey/manufacturing_outlook_texas", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "topic", + "formatterFn": null, + "headerName": "Topic", + "description": "Topic of the survey response.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "diffusion_index", + "headerName": "Diffusion Index", + "description": "Diffusion Index.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "percent_reporting_increase", + "formatterFn": "normalizedPercent", + "headerName": "Percent Reporting Increase", + "description": "Percent of respondents reporting an increase over the last month.", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + }, + { + "field": "percent_reporting_decrease", + "formatterFn": "normalizedPercent", + "headerName": "Percent Reporting Decrease", + "description": "Percent of respondents reporting a decrease over the last month.", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + }, + { + "field": "percent_reporting_no_change", + "formatterFn": "normalizedPercent", + "headerName": "Percent Reporting No Change", + "description": "Percent of respondents reporting no change over the last month.", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + } + ] + } + }, + "source": [ + "FRED" + ], + "subCategory": "Survey" + }, + "economy_survey_nonfarm_payrolls_fred_obb": { + "name": "Nonfarm Payrolls", + "description": "Get Nonfarm Payrolls Survey.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_survey_nonfarm_payrolls_fred_obb", + "params": [ + { + "label": "Date", + "description": "A specific date to get data for. Default is the latest report. Multiple comma separated items allowed.", + "optional": true, + "value": null, + "type": "text", + "show": true, + "multiSelect": true, + "paramName": "date" + }, + { + "label": "Category", + "description": "The category to query.", + "optional": true, + "value": "employees_nsa", + "type": "text", + "show": true, + "options": [ + { + "label": "employees_nsa", + "value": "employees_nsa" + }, + { + "label": "employees_sa", + "value": "employees_sa" + }, + { + "label": "employees_production_and_nonsupervisory", + "value": "employees_production_and_nonsupervisory" + }, + { + "label": "employees_women", + "value": "employees_women" + }, + { + "label": "employees_women_percent", + "value": "employees_women_percent" + }, + { + "label": "avg_hours", + "value": "avg_hours" + }, + { + "label": "avg_hours_production_and_nonsupervisory", + "value": "avg_hours_production_and_nonsupervisory" + }, + { + "label": "avg_hours_overtime", + "value": "avg_hours_overtime" + }, + { + "label": "avg_hours_overtime_production_and_nonsupervisory", + "value": "avg_hours_overtime_production_and_nonsupervisory" + }, + { + "label": "avg_earnings_hourly", + "value": "avg_earnings_hourly" + }, + { + "label": "avg_earnings_hourly_production_and_nonsupervisory", + "value": "avg_earnings_hourly_production_and_nonsupervisory" + }, + { + "label": "avg_earnings_weekly", + "value": "avg_earnings_weekly" + }, + { + "label": "avg_earnings_weekly_production_and_nonsupervisory", + "value": "avg_earnings_weekly_production_and_nonsupervisory" + }, + { + "label": "index_weekly_hours", + "value": "index_weekly_hours" + }, + { + "label": "index_weekly_hours_production_and_nonsupervisory", + "value": "index_weekly_hours_production_and_nonsupervisory" + }, + { + "label": "index_weekly_payrolls", + "value": "index_weekly_payrolls" + }, + { + "label": "index_weekly_payrolls_production_and_nonsupervisory", + "value": "index_weekly_payrolls_production_and_nonsupervisory" + } + ], + "paramName": "category" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/survey/nonfarm_payrolls", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "symbol", + "pinned": "left", + "formatterFn": null, + "headerName": "Symbol", + "description": "Symbol representing the entity requested in the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "value", + "headerName": "Value", + "description": "", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "name", + "pinned": "left", + "formatterFn": null, + "headerName": "Name", + "description": "The name of the series.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "element_id", + "formatterFn": null, + "headerName": "Element Id", + "description": "The element id in the parent/child relationship.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "parent_id", + "formatterFn": null, + "headerName": "Parent Id", + "description": "The parent id in the parent/child relationship.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "children", + "formatterFn": null, + "headerName": "Children", + "description": "The element_id of each child, as a comma-separated string.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "level", + "headerName": "Level", + "description": "The indentation level of the element.", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ], + "subCategory": "Survey" + }, + "economy_cpi_fred_obb": { + "name": "CPI", + "description": "Get Consumer Price Index (CPI).\n\nReturns either the rescaled index value, or a rate of change (inflation).", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_cpi_fred_obb", + "params": [ + { + "label": "Country", + "description": "The country to get data. Multiple comma separated items allowed.", + "optional": true, + "value": "united_states", + "type": "text", + "show": true, + "multiSelect": true, + "options": [ + { + "label": "australia", + "value": "australia" + }, + { + "label": "austria", + "value": "austria" + }, + { + "label": "belgium", + "value": "belgium" + }, + { + "label": "brazil", + "value": "brazil" + }, + { + "label": "bulgaria", + "value": "bulgaria" + }, + { + "label": "canada", + "value": "canada" + }, + { + "label": "chile", + "value": "chile" + }, + { + "label": "china", + "value": "china" + }, + { + "label": "croatia", + "value": "croatia" + }, + { + "label": "cyprus", + "value": "cyprus" + }, + { + "label": "czech_republic", + "value": "czech_republic" + }, + { + "label": "denmark", + "value": "denmark" + }, + { + "label": "estonia", + "value": "estonia" + }, + { + "label": "euro_area", + "value": "euro_area" + }, + { + "label": "finland", + "value": "finland" + }, + { + "label": "france", + "value": "france" + }, + { + "label": "germany", + "value": "germany" + }, + { + "label": "greece", + "value": "greece" + }, + { + "label": "hungary", + "value": "hungary" + }, + { + "label": "iceland", + "value": "iceland" + }, + { + "label": "india", + "value": "india" + }, + { + "label": "indonesia", + "value": "indonesia" + }, + { + "label": "ireland", + "value": "ireland" + }, + { + "label": "israel", + "value": "israel" + }, + { + "label": "italy", + "value": "italy" + }, + { + "label": "japan", + "value": "japan" + }, + { + "label": "korea", + "value": "korea" + }, + { + "label": "latvia", + "value": "latvia" + }, + { + "label": "lithuania", + "value": "lithuania" + }, + { + "label": "luxembourg", + "value": "luxembourg" + }, + { + "label": "malta", + "value": "malta" + }, + { + "label": "mexico", + "value": "mexico" + }, + { + "label": "netherlands", + "value": "netherlands" + }, + { + "label": "new_zealand", + "value": "new_zealand" + }, + { + "label": "norway", + "value": "norway" + }, + { + "label": "poland", + "value": "poland" + }, + { + "label": "portugal", + "value": "portugal" + }, + { + "label": "romania", + "value": "romania" + }, + { + "label": "russian_federation", + "value": "russian_federation" + }, + { + "label": "slovak_republic", + "value": "slovak_republic" + }, + { + "label": "slovakia", + "value": "slovakia" + }, + { + "label": "slovenia", + "value": "slovenia" + }, + { + "label": "south_africa", + "value": "south_africa" + }, + { + "label": "spain", + "value": "spain" + }, + { + "label": "sweden", + "value": "sweden" + }, + { + "label": "switzerland", + "value": "switzerland" + }, + { + "label": "turkey", + "value": "turkey" + }, + { + "label": "united_kingdom", + "value": "united_kingdom" + }, + { + "label": "united_states", + "value": "united_states" + } + ], + "paramName": "country" + }, + { + "label": "Transform", + "description": "Transformation of the CPI data. Period represents the change since previous. Defaults to change from one year ago (yoy).", + "optional": true, + "value": "yoy", + "type": "text", + "show": true, + "options": [ + { + "label": "index", + "value": "index" + }, + { + "label": "yoy", + "value": "yoy" + }, + { + "label": "period", + "value": "period" + } + ], + "paramName": "transform" + }, + { + "label": "Frequency", + "description": "The frequency of the data.", + "optional": true, + "value": "monthly", + "type": "text", + "show": true, + "options": [ + { + "label": "annual", + "value": "annual" + }, + { + "label": "quarter", + "value": "quarter" + }, + { + "label": "monthly", + "value": "monthly" + } + ], + "paramName": "frequency" + }, + { + "label": "Harmonized", + "description": "If true, returns harmonized data.", + "optional": true, + "value": false, + "type": "boolean", + "show": true, + "paramName": "harmonized" + }, + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/cpi", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "country", + "formatterFn": null, + "headerName": "Country", + "description": "Country", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "value", + "headerName": "Value", + "description": "CPI index value or period change.", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "economy_balance_of_payments_fred_obb": { + "name": "Balance Of Payments", + "description": "Balance of Payments Reports.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_balance_of_payments_fred_obb", + "params": [ + { + "label": "Country", + "description": "The country to get data. Enter as a 3-letter ISO country code, default is USA.", + "optional": true, + "value": "united_states", + "type": "text", + "show": true, + "options": [ + { + "label": "argentina", + "value": "argentina" + }, + { + "label": "australia", + "value": "australia" + }, + { + "label": "austria", + "value": "austria" + }, + { + "label": "belgium", + "value": "belgium" + }, + { + "label": "brazil", + "value": "brazil" + }, + { + "label": "canada", + "value": "canada" + }, + { + "label": "chile", + "value": "chile" + }, + { + "label": "china", + "value": "china" + }, + { + "label": "colombia", + "value": "colombia" + }, + { + "label": "costa_rica", + "value": "costa_rica" + }, + { + "label": "czechia", + "value": "czechia" + }, + { + "label": "denmark", + "value": "denmark" + }, + { + "label": "estonia", + "value": "estonia" + }, + { + "label": "finland", + "value": "finland" + }, + { + "label": "france", + "value": "france" + }, + { + "label": "germany", + "value": "germany" + }, + { + "label": "greece", + "value": "greece" + }, + { + "label": "hungary", + "value": "hungary" + }, + { + "label": "iceland", + "value": "iceland" + }, + { + "label": "india", + "value": "india" + }, + { + "label": "indonesia", + "value": "indonesia" + }, + { + "label": "ireland", + "value": "ireland" + }, + { + "label": "israel", + "value": "israel" + }, + { + "label": "italy", + "value": "italy" + }, + { + "label": "japan", + "value": "japan" + }, + { + "label": "korea", + "value": "korea" + }, + { + "label": "latvia", + "value": "latvia" + }, + { + "label": "lithuania", + "value": "lithuania" + }, + { + "label": "luxembourg", + "value": "luxembourg" + }, + { + "label": "mexico", + "value": "mexico" + }, + { + "label": "netherlands", + "value": "netherlands" + }, + { + "label": "new_zealand", + "value": "new_zealand" + }, + { + "label": "norway", + "value": "norway" + }, + { + "label": "poland", + "value": "poland" + }, + { + "label": "portugal", + "value": "portugal" + }, + { + "label": "russia", + "value": "russia" + }, + { + "label": "saudi_arabia", + "value": "saudi_arabia" + }, + { + "label": "slovak_republic", + "value": "slovak_republic" + }, + { + "label": "slovenia", + "value": "slovenia" + }, + { + "label": "south_africa", + "value": "south_africa" + }, + { + "label": "spain", + "value": "spain" + }, + { + "label": "sweden", + "value": "sweden" + }, + { + "label": "switzerland", + "value": "switzerland" + }, + { + "label": "turkey", + "value": "turkey" + }, + { + "label": "united_kingdom", + "value": "united_kingdom" + }, + { + "label": "united_states", + "value": "united_states" + }, + { + "label": "g7", + "value": "g7" + }, + { + "label": "g20", + "value": "g20" + } + ], + "paramName": "country" + }, + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/balance_of_payments", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "period", + "formatterFn": null, + "headerName": "Period", + "description": "The date representing the beginning of the reporting period.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "balance_percent_of_gdp", + "formatterFn": "normalizedPercent", + "headerName": "Balance Percent Of Gdp", + "description": "Current Account Balance as Percent of GDP", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + }, + { + "field": "balance_total", + "headerName": "Balance Total", + "description": "Current Account Total Balance (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "balance_total_services", + "headerName": "Balance Total Services", + "description": "Current Account Total Services Balance (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "balance_total_secondary_income", + "headerName": "Balance Total Secondary Income", + "description": "Current Account Total Secondary Income Balance (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "balance_total_goods", + "headerName": "Balance Total Goods", + "description": "Current Account Total Goods Balance (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "balance_total_primary_income", + "headerName": "Balance Total Primary Income", + "description": "Current Account Total Primary Income Balance (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "credits_services_percent_of_goods_and_services", + "formatterFn": "normalizedPercent", + "headerName": "Credits Services Percent Of Goods And Services", + "description": "Current Account Credits Services as Percent of Goods and Services", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + }, + { + "field": "credits_services_percent_of_current_account", + "formatterFn": "normalizedPercent", + "headerName": "Credits Services Percent Of Current Account", + "description": "Current Account Credits Services as Percent of Current Account", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + }, + { + "field": "credits_total_services", + "headerName": "Credits Total Services", + "description": "Current Account Credits Total Services (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "credits_total_goods", + "headerName": "Credits Total Goods", + "description": "Current Account Credits Total Goods (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "credits_total_primary_income", + "headerName": "Credits Total Primary Income", + "description": "Current Account Credits Total Primary Income (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "credits_total_secondary_income", + "headerName": "Credits Total Secondary Income", + "description": "Current Account Credits Total Secondary Income (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "credits_total", + "headerName": "Credits Total", + "description": "Current Account Credits Total (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "debits_services_percent_of_goods_and_services", + "formatterFn": "normalizedPercent", + "headerName": "Debits Services Percent Of Goods And Services", + "description": "Current Account Debits Services as Percent of Goods and Services", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + }, + { + "field": "debits_services_percent_of_current_account", + "formatterFn": "normalizedPercent", + "headerName": "Debits Services Percent Of Current Account", + "description": "Current Account Debits Services as Percent of Current Account", + "cellDataType": "number", + "chartDataType": "series", + "renderFn": "greenRed" + }, + { + "field": "debits_total_services", + "headerName": "Debits Total Services", + "description": "Current Account Debits Total Services (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "debits_total_goods", + "headerName": "Debits Total Goods", + "description": "Current Account Debits Total Goods (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "debits_total_primary_income", + "headerName": "Debits Total Primary Income", + "description": "Current Account Debits Total Primary Income (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "debits_total", + "headerName": "Debits Total", + "description": "Current Account Debits Total (USD)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "debits_total_secondary_income", + "headerName": "Debits Total Secondary Income", + "description": "Current Account Debits Total Secondary Income (USD)", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "economy_fred_search_fred_obb": { + "name": "FRED Search", + "description": "Search for FRED series or economic releases by ID or string.\n\nThis does not return the observation values, only the metadata.\nUse this function to find series IDs for `fred_series()`.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_fred_search_fred_obb", + "params": [ + { + "label": "Query", + "description": "The search word(s).", + "optional": true, + "value": null, + "show": true, + "paramName": "query" + }, + { + "label": "Is Release", + "description": "Is release? If True, other search filter variables are ignored. If no query text or release_id is supplied, this defaults to True.", + "optional": true, + "value": false, + "type": "boolean", + "show": true, + "paramName": "is_release" + }, + { + "label": "Release ID", + "description": "A specific release ID to target.", + "optional": true, + "type": "text", + "show": true, + "paramName": "release_id" + }, + { + "label": "Limit", + "description": "The number of data entries to return. (1-1000)", + "optional": true, + "value": null, + "type": "number", + "show": true, + "paramName": "limit" + }, + { + "label": "Offset", + "description": "Offset the results in conjunction with limit.", + "optional": true, + "value": 0, + "type": "number", + "show": true, + "paramName": "offset" + }, + { + "label": "Filter Variable", + "description": "Filter by an attribute.", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "frequency", + "value": "frequency" + }, + { + "label": "units", + "value": "units" + }, + { + "label": "seasonal_adjustment", + "value": "seasonal_adjustment" + } + ], + "type": "text", + "paramName": "filter_variable" + }, + { + "label": "Filter Value", + "description": "String value to filter the variable by. Used in conjunction with filter_variable.", + "optional": true, + "value": null, + "show": true, + "paramName": "filter_value" + }, + { + "label": "Tag Names", + "description": "A semicolon delimited list of tag names that series match all of. Example: 'japan;imports' Multiple comma separated items allowed.", + "optional": true, + "value": null, + "show": true, + "type": "text", + "multiSelect": true, + "paramName": "tag_names" + }, + { + "label": "Exclude Tag Names", + "description": "A semicolon delimited list of tag names that series match none of. Example: 'imports;services'. Requires that variable tag_names also be set to limit the number of matching series. Multiple comma separated items allowed.", + "optional": true, + "value": null, + "show": true, + "type": "text", + "multiSelect": true, + "paramName": "exclude_tag_names" + }, + { + "label": "Series ID", + "description": "A FRED Series ID to return series group information for. This returns the required information to query for regional data. Not all series that are in FRED have geographical data. Entering a value for series_id will override all other parameters. Multiple series_ids can be separated by commas.", + "optional": true, + "type": "text", + "show": true, + "paramName": "series_id" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/fred_search", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "release_id", + "headerName": "Release Id", + "description": "The release ID for queries.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "series_id", + "pinned": "left", + "formatterFn": null, + "headerName": "Series Id", + "description": "The series ID for the item in the release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "name", + "pinned": "left", + "formatterFn": null, + "headerName": "Name", + "description": "The name of the release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "title", + "pinned": "left", + "formatterFn": null, + "headerName": "Title", + "description": "The title of the series.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "observation_start", + "formatterFn": null, + "headerName": "Observation Start", + "description": "The date of the first observation in the series.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "observation_end", + "formatterFn": null, + "headerName": "Observation End", + "description": "The date of the last observation in the series.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "frequency", + "formatterFn": null, + "headerName": "Frequency", + "description": "The frequency of the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "frequency_short", + "formatterFn": null, + "headerName": "Frequency Short", + "description": "Short form of the data frequency.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "units", + "formatterFn": null, + "headerName": "Units", + "description": "The units of the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "units_short", + "formatterFn": null, + "headerName": "Units Short", + "description": "Short form of the data units.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "seasonal_adjustment", + "formatterFn": null, + "headerName": "Seasonal Adjustment", + "description": "The seasonal adjustment of the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "seasonal_adjustment_short", + "formatterFn": null, + "headerName": "Seasonal Adjustment Short", + "description": "Short form of the data seasonal adjustment.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "last_updated", + "formatterFn": null, + "headerName": "Last Updated", + "description": "The datetime of the last update to the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "notes", + "formatterFn": null, + "headerName": "Notes", + "description": "Description of the release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "press_release", + "formatterFn": null, + "headerName": "Press Release", + "description": "If the release is a press release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "url", + "formatterFn": null, + "headerName": "Url", + "description": "URL to the release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "popularity", + "headerName": "Popularity", + "description": "Popularity of the series", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "group_popularity", + "headerName": "Group Popularity", + "description": "Group popularity of the release", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "region_type", + "formatterFn": null, + "headerName": "Region Type", + "description": "The region type of the series.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "series_group", + "headerName": "Series Group", + "description": "The series group ID of the series. This value is used to query for regional data.", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "economy_fred_series_fred_obb": { + "name": "FRED Series", + "description": "Get data by series ID from FRED.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_fred_series_fred_obb", + "params": [ + { + "label": "Symbol", + "description": "Symbol to get data for. Multiple comma separated items allowed.", + "optional": false, + "type": "text", + "show": true, + "multiSelect": true, + "paramName": "symbol" + }, + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Limit", + "description": "The number of data entries to return.", + "optional": true, + "value": 100000, + "type": "number", + "show": true, + "paramName": "limit" + }, + { + "label": "Frequency", + "description": "Frequency aggregation to convert high frequency data to lower frequency.\n \n None = No change\n \n a = Annual\n \n q = Quarterly\n \n m = Monthly\n \n w = Weekly\n \n d = Daily\n \n wef = Weekly, Ending Friday\n \n weth = Weekly, Ending Thursday\n \n wew = Weekly, Ending Wednesday\n \n wetu = Weekly, Ending Tuesday\n \n wem = Weekly, Ending Monday\n \n wesu = Weekly, Ending Sunday\n \n wesa = Weekly, Ending Saturday\n \n bwew = Biweekly, Ending Wednesday\n \n bwem = Biweekly, Ending Monday", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "a", + "value": "a" + }, + { + "label": "q", + "value": "q" + }, + { + "label": "m", + "value": "m" + }, + { + "label": "w", + "value": "w" + }, + { + "label": "d", + "value": "d" + }, + { + "label": "wef", + "value": "wef" + }, + { + "label": "weth", + "value": "weth" + }, + { + "label": "wew", + "value": "wew" + }, + { + "label": "wetu", + "value": "wetu" + }, + { + "label": "wem", + "value": "wem" + }, + { + "label": "wesu", + "value": "wesu" + }, + { + "label": "wesa", + "value": "wesa" + }, + { + "label": "bwew", + "value": "bwew" + }, + { + "label": "bwem", + "value": "bwem" + } + ], + "type": "text", + "paramName": "frequency" + }, + { + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n This parameter has no affect if the frequency parameter is not set.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period", + "optional": true, + "value": "eop", + "show": true, + "options": [ + { + "label": "avg", + "value": "avg" + }, + { + "label": "sum", + "value": "sum" + }, + { + "label": "eop", + "value": "eop" + } + ], + "type": "text", + "paramName": "aggregation_method" + }, + { + "label": "Transform", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/fred_series", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "economy_fred_series_fred_obb_chart": { + "name": "FRED Series (Chart)", + "description": "Get data by series ID from FRED.", + "category": "Economy", + "searchCategory": "chart", + "widgetId": "economy_fred_series_fred_obb_chart", + "params": [ + { + "label": "Symbol", + "description": "Symbol to get data for. Multiple comma separated items allowed.", + "optional": false, + "type": "text", + "show": true, + "multiSelect": true, + "paramName": "symbol" + }, + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Limit", + "description": "The number of data entries to return.", + "optional": true, + "value": 100000, + "type": "number", + "show": true, + "paramName": "limit" + }, + { + "label": "Frequency", + "description": "Frequency aggregation to convert high frequency data to lower frequency.\n \n None = No change\n \n a = Annual\n \n q = Quarterly\n \n m = Monthly\n \n w = Weekly\n \n d = Daily\n \n wef = Weekly, Ending Friday\n \n weth = Weekly, Ending Thursday\n \n wew = Weekly, Ending Wednesday\n \n wetu = Weekly, Ending Tuesday\n \n wem = Weekly, Ending Monday\n \n wesu = Weekly, Ending Sunday\n \n wesa = Weekly, Ending Saturday\n \n bwew = Biweekly, Ending Wednesday\n \n bwem = Biweekly, Ending Monday", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "a", + "value": "a" + }, + { + "label": "q", + "value": "q" + }, + { + "label": "m", + "value": "m" + }, + { + "label": "w", + "value": "w" + }, + { + "label": "d", + "value": "d" + }, + { + "label": "wef", + "value": "wef" + }, + { + "label": "weth", + "value": "weth" + }, + { + "label": "wew", + "value": "wew" + }, + { + "label": "wetu", + "value": "wetu" + }, + { + "label": "wem", + "value": "wem" + }, + { + "label": "wesu", + "value": "wesu" + }, + { + "label": "wesa", + "value": "wesa" + }, + { + "label": "bwew", + "value": "bwew" + }, + { + "label": "bwem", + "value": "bwem" + } + ], + "type": "text", + "paramName": "frequency" + }, + { + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n This parameter has no affect if the frequency parameter is not set.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period", + "optional": true, + "value": "eop", + "show": true, + "options": [ + { + "label": "avg", + "value": "avg" + }, + { + "label": "sum", + "value": "sum" + }, + { + "label": "eop", + "value": "eop" + } + ], + "type": "text", + "paramName": "aggregation_method" + }, + { + "label": "Transform", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + }, + { + "paramName": "chart", + "label": "Chart", + "description": "Returns chart", + "optional": true, + "value": true, + "type": "boolean", + "show": false + } + ], + "endpoint": "api/v1/economy/fred_series", + "gridData": { + "w": 50, + "h": 20 + }, + "data": { + "dataKey": "chart.content", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + } + ] + } + }, + "source": [ + "FRED" + ], + "defaultViz": "chart" + }, + "economy_fred_release_table_fred_obb": { + "name": "FRED Release Table", + "description": "Get economic release data by ID and/or element from FRED.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_fred_release_table_fred_obb", + "params": [ + { + "label": "Release ID", + "description": "The ID of the release. Use `fred_search` to find releases.", + "optional": false, + "type": "text", + "show": true, + "paramName": "release_id" + }, + { + "label": "Element Id", + "description": "The element ID of a specific table in the release.", + "optional": true, + "value": null, + "show": true, + "paramName": "element_id" + }, + { + "label": "Date", + "description": "A specific date to get data for. Multiple comma separated items allowed.", + "optional": true, + "value": null, + "type": "text", + "show": true, + "multiSelect": true, + "paramName": "date" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/fred_release_table", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "level", + "headerName": "Level", + "description": "The indentation level of the element.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "element_type", + "formatterFn": null, + "headerName": "Element Type", + "description": "The type of the element.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "line", + "headerName": "Line", + "description": "The line number of the element.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "element_id", + "formatterFn": null, + "headerName": "Element Id", + "description": "The element id in the parent/child relationship.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "parent_id", + "formatterFn": null, + "headerName": "Parent Id", + "description": "The parent id in the parent/child relationship.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "children", + "formatterFn": null, + "headerName": "Children", + "description": "The element_id of each child, as a comma-separated string.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "symbol", + "pinned": "left", + "formatterFn": null, + "headerName": "Symbol", + "description": "Symbol representing the entity requested in the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "name", + "pinned": "left", + "formatterFn": null, + "headerName": "Name", + "description": "The name of the series.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "value", + "headerName": "Value", + "description": "The reported value of the series.", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "economy_fred_regional_fred_obb": { + "name": "FRED Regional", + "description": "Query the Geo Fred API for regional economic data by series group.\n\nThe series group ID is found by using `fred_search` and the `series_id` parameter.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_fred_regional_fred_obb", + "params": [ + { + "label": "Symbol", + "description": "Symbol to get data for.", + "optional": false, + "type": "text", + "show": true, + "paramName": "symbol" + }, + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Limit", + "description": "The number of data entries to return.", + "optional": true, + "value": 100000, + "type": "number", + "show": true, + "paramName": "limit" + }, + { + "label": "Is Series Group", + "description": "When True, the symbol provided is for a series_group, else it is for a series ID.", + "optional": true, + "value": false, + "type": "boolean", + "show": true, + "paramName": "is_series_group" + }, + { + "label": "Region Type", + "description": "The type of regional data. Parameter is only valid when `is_series_group` is True.", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "bea", + "value": "bea" + }, + { + "label": "msa", + "value": "msa" + }, + { + "label": "frb", + "value": "frb" + }, + { + "label": "necta", + "value": "necta" + }, + { + "label": "state", + "value": "state" + }, + { + "label": "country", + "value": "country" + }, + { + "label": "county", + "value": "county" + }, + { + "label": "censusregion", + "value": "censusregion" + } + ], + "type": "text", + "paramName": "region_type" + }, + { + "label": "Season", + "description": "The seasonal adjustments to the data. Parameter is only valid when `is_series_group` is True.", + "optional": true, + "value": "nsa", + "type": "text", + "show": true, + "options": [ + { + "label": "sa", + "value": "sa" + }, + { + "label": "nsa", + "value": "nsa" + }, + { + "label": "ssa", + "value": "ssa" + } + ], + "paramName": "season" + }, + { + "label": "Units", + "description": "The units of the data. This should match the units returned from searching by series ID. An incorrect field will not necessarily return an error. Parameter is only valid when `is_series_group` is True.", + "optional": true, + "value": null, + "show": true, + "paramName": "units" + }, + { + "label": "Frequency", + "description": "Frequency aggregation to convert high frequency data to lower frequency.\n \n None = No change\n \n a = Annual\n \n q = Quarterly\n \n m = Monthly\n \n w = Weekly\n \n d = Daily\n \n wef = Weekly, Ending Friday\n \n weth = Weekly, Ending Thursday\n \n wew = Weekly, Ending Wednesday\n \n wetu = Weekly, Ending Tuesday\n \n wem = Weekly, Ending Monday\n \n wesu = Weekly, Ending Sunday\n \n wesa = Weekly, Ending Saturday\n \n bwew = Biweekly, Ending Wednesday\n \n bwem = Biweekly, Ending Monday", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "a", + "value": "a" + }, + { + "label": "q", + "value": "q" + }, + { + "label": "m", + "value": "m" + }, + { + "label": "w", + "value": "w" + }, + { + "label": "d", + "value": "d" + }, + { + "label": "wef", + "value": "wef" + }, + { + "label": "weth", + "value": "weth" + }, + { + "label": "wew", + "value": "wew" + }, + { + "label": "wetu", + "value": "wetu" + }, + { + "label": "wem", + "value": "wem" + }, + { + "label": "wesu", + "value": "wesu" + }, + { + "label": "wesa", + "value": "wesa" + }, + { + "label": "bwew", + "value": "bwew" + }, + { + "label": "bwem", + "value": "bwem" + } + ], + "type": "text", + "paramName": "frequency" + }, + { + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation.\n This parameter has no affect if the frequency parameter is not set.\n \n avg = Average\n \n sum = Sum\n \n eop = End of Period", + "optional": true, + "value": "eop", + "show": true, + "options": [ + { + "label": "avg", + "value": "avg" + }, + { + "label": "sum", + "value": "sum" + }, + { + "label": "eop", + "value": "eop" + } + ], + "type": "text", + "paramName": "aggregation_method" + }, + { + "label": "Transform", + "description": "Transformation type\n \n None = No transformation\n \n chg = Change\n \n ch1 = Change from Year Ago\n \n pch = Percent Change\n \n pc1 = Percent Change from Year Ago\n \n pca = Compounded Annual Rate of Change\n \n cch = Continuously Compounded Rate of Change\n \n cca = Continuously Compounded Annual Rate of Change\n \n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/fred_regional", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "region", + "formatterFn": null, + "headerName": "Region", + "description": "The name of the region.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "code", + "headerName": "Code", + "description": "The code of the region.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "value", + "headerName": "Value", + "description": "The obersvation value. The units are defined in the search results by series ID.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "series_id", + "pinned": "left", + "formatterFn": null, + "headerName": "Series Id", + "description": "The individual series ID for the region.", + "cellDataType": "text", + "chartDataType": "category" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "economy_retail_prices_fred_obb": { + "name": "Retail Prices", + "description": "Get retail prices for common items.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_retail_prices_fred_obb", + "params": [ + { + "label": "Item", + "description": "The item or basket of items to query.", + "optional": true, + "value": null, + "show": true, + "paramName": "item" + }, + { + "label": "Country", + "description": "The country to get data.", + "optional": true, + "value": "united_states", + "type": "text", + "show": true, + "paramName": "country" + }, + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "start_date" + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": true, + "value": null, + "type": "date", + "show": true, + "paramName": "end_date" + }, + { + "label": "Region", + "description": "The region to get average price levels for.", + "optional": true, + "value": "all_city", + "type": "text", + "show": true, + "options": [ + { + "label": "all_city", + "value": "all_city" + }, + { + "label": "northeast", + "value": "northeast" + }, + { + "label": "midwest", + "value": "midwest" + }, + { + "label": "south", + "value": "south" + }, + { + "label": "west", + "value": "west" + } + ], + "paramName": "region" + }, + { + "label": "Frequency", + "description": "The frequency of the data.", + "optional": true, + "value": "monthly", + "type": "text", + "show": true, + "options": [ + { + "label": "annual", + "value": "annual" + }, + { + "label": "quarter", + "value": "quarter" + }, + { + "label": "monthly", + "value": "monthly" + } + ], + "paramName": "frequency" + }, + { + "label": "Transform", + "description": "Transformation type\n None = No transformation\n chg = Change\n ch1 = Change from Year Ago\n pch = Percent Change\n pc1 = Percent Change from Year Ago\n pca = Compounded Annual Rate of Change\n cch = Continuously Compounded Rate of Change\n cca = Continuously Compounded Annual Rate of Change\n log = Natural Log", + "optional": true, + "value": null, + "show": true, + "options": [ + { + "label": "chg", + "value": "chg" + }, + { + "label": "ch1", + "value": "ch1" + }, + { + "label": "pch", + "value": "pch" + }, + { + "label": "pc1", + "value": "pc1" + }, + { + "label": "pca", + "value": "pca" + }, + { + "label": "cch", + "value": "cch" + }, + { + "label": "cca", + "value": "cca" + }, + { + "label": "log", + "value": "log" + } + ], + "type": "text", + "paramName": "transform" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/retail_prices", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "symbol", + "pinned": "left", + "formatterFn": null, + "headerName": "Symbol", + "description": "Symbol representing the entity requested in the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "country", + "formatterFn": null, + "headerName": "Country", + "description": "", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "description", + "formatterFn": null, + "headerName": "Description", + "description": "Description of the item.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "value", + "headerName": "Value", + "description": "Price, or change in price, per unit.", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "economy_pce_fred_obb": { + "name": "PCE", + "description": "Get Personal Consumption Expenditures (PCE) reports.", + "category": "Economy", + "searchCategory": "Economy", + "widgetId": "economy_pce_fred_obb", + "params": [ + { + "label": "Date", + "description": "A specific date to get data for. Default is the latest report. Multiple comma separated items allowed.", + "optional": true, + "value": null, + "type": "text", + "show": true, + "multiSelect": true, + "paramName": "date" + }, + { + "label": "Category", + "description": "The category to query.", + "optional": true, + "value": "personal_income", + "type": "text", + "show": true, + "options": [ + { + "label": "personal_income", + "value": "personal_income" + }, + { + "label": "wages_by_industry", + "value": "wages_by_industry" + }, + { + "label": "real_pce_percent_change", + "value": "real_pce_percent_change" + }, + { + "label": "real_pce_quantity_index", + "value": "real_pce_quantity_index" + }, + { + "label": "pce_price_index", + "value": "pce_price_index" + }, + { + "label": "pce_dollars", + "value": "pce_dollars" + }, + { + "label": "real_pce_chained_dollars", + "value": "real_pce_chained_dollars" + }, + { + "label": "pce_price_percent_change", + "value": "pce_price_percent_change" + } + ], + "paramName": "category" + }, + { + "paramName": "provider", + "value": "fred", + "show": false + } + ], + "endpoint": "api/v1/economy/pce", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of the data.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "symbol", + "pinned": "left", + "formatterFn": null, + "headerName": "Symbol", + "description": "Symbol representing the entity requested in the data.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "value", + "headerName": "Value", + "description": "", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "name", + "pinned": "left", + "formatterFn": null, + "headerName": "Name", + "description": "The name of the series.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "element_id", + "formatterFn": null, + "headerName": "Element Id", + "description": "The element id in the parent/child relationship.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "parent_id", + "formatterFn": null, + "headerName": "Parent Id", + "description": "The parent id in the parent/child relationship.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "children", + "formatterFn": null, + "headerName": "Children", + "description": "The element_id of each child, as a comma-separated string.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "level", + "headerName": "Level", + "description": "The indentation level of the element.", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "line", + "headerName": "Line", + "description": "The line number of the series in the table.", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "FRED" + ] + }, + "regulators_sec_cik_map_sec_obb": { + "name": "CIK Map", + "description": "Map a ticker symbol to a CIK number.", + "category": "Regulators", + "searchCategory": "Regulators", + "widgetId": "regulators_sec_cik_map_sec_obb", + "params": [ + { + "label": "Symbol", + "description": "Symbol to get data for.", + "optional": false, + "type": "text", + "show": true, + "paramName": "symbol" + }, + { + "label": "Use Cache", + "description": "Whether or not to use cache for the request, default is True.", + "optional": true, + "value": true, + "type": "boolean", + "show": true, + "paramName": "use_cache" + }, + { + "paramName": "provider", + "value": "sec", + "show": false + } + ], + "endpoint": "api/v1/regulators/sec/cik_map", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true + } + }, + "source": [ + "SEC" + ], + "subCategory": "SEC" + }, + "regulators_sec_institutions_search_sec_obb": { + "name": "Institutions Search", + "description": "Search SEC-regulated institutions by name and return a list of results with CIK numbers.", + "category": "Regulators", + "searchCategory": "Regulators", + "widgetId": "regulators_sec_institutions_search_sec_obb", + "params": [ + { + "label": "Query", + "description": "Search query.", + "optional": true, + "value": "", + "type": "text", + "show": true, + "paramName": "query" + }, + { + "label": "Use Cache", + "description": "Whether or not to use cache.", + "optional": true, + "value": true, + "type": "boolean", + "show": true, + "paramName": "use_cache" + }, + { + "paramName": "provider", + "value": "sec", + "show": false + } + ], + "endpoint": "api/v1/regulators/sec/institutions_search", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "institution", + "formatterFn": null, + "headerName": "Institution", + "description": "The name of the institution.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "cik_number", + "headerName": "Cik Number", + "description": "Central Index Key (CIK)", + "cellDataType": "number", + "chartDataType": "series" + } + ] + } + }, + "source": [ + "SEC" + ], + "subCategory": "SEC" + }, + "regulators_sec_schema_files_sec_obb": { + "name": "Schema Files", + "description": "Use tool for navigating the directory of SEC XML schema files by year.", + "category": "Regulators", + "searchCategory": "Regulators", + "widgetId": "regulators_sec_schema_files_sec_obb", + "params": [ + { + "label": "Query", + "description": "Search query.", + "optional": true, + "value": "", + "type": "text", + "show": true, + "paramName": "query" + }, + { + "label": "Use Cache", + "description": "Whether or not to use cache.", + "optional": true, + "value": true, + "type": "boolean", + "show": true, + "paramName": "use_cache" + }, + { + "label": "Url", + "description": "Enter an optional URL path to fetch the next level.", + "optional": true, + "value": null, + "show": true, + "paramName": "url" + }, + { + "paramName": "provider", + "value": "sec", + "show": false + } + ], + "endpoint": "api/v1/regulators/sec/schema_files", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true + } + }, + "source": [ + "SEC" + ], + "subCategory": "SEC" + }, + "regulators_sec_symbol_map_sec_obb": { + "name": "Symbol Map", + "description": "Map a CIK number to a ticker symbol, leading 0s can be omitted or included.", + "category": "Regulators", + "searchCategory": "Regulators", + "widgetId": "regulators_sec_symbol_map_sec_obb", + "params": [ + { + "label": "Query", + "description": "Search query.", + "optional": false, + "value": null, + "type": "text", + "show": true, + "paramName": "query" + }, + { + "label": "Use Cache", + "description": "Whether or not to use cache. If True, cache will store for seven days.", + "optional": true, + "value": true, + "type": "boolean", + "show": true, + "paramName": "use_cache" + }, + { + "paramName": "provider", + "value": "sec", + "show": false + } + ], + "endpoint": "api/v1/regulators/sec/symbol_map", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true + } + }, + "source": [ + "SEC" + ], + "subCategory": "SEC" + }, + "regulators_sec_rss_litigation_sec_obb": { + "name": "RSS Litigation", + "description": "Get the RSS feed that provides links to litigation releases concerning civil lawsuits brought by the Commission in federal court.", + "category": "Regulators", + "searchCategory": "Regulators", + "widgetId": "regulators_sec_rss_litigation_sec_obb", + "params": [ + { + "paramName": "provider", + "value": "sec", + "show": false + } + ], + "endpoint": "api/v1/regulators/sec/rss_litigation", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "date", + "pinned": "left", + "formatterFn": null, + "headerName": "Date", + "description": "The date of publication.", + "cellDataType": "date", + "chartDataType": "category" + }, + { + "field": "title", + "pinned": "left", + "formatterFn": null, + "headerName": "Title", + "description": "The title of the release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "summary", + "formatterFn": null, + "headerName": "Summary", + "description": "Short summary of the release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "id", + "formatterFn": null, + "headerName": "Id", + "description": "The identifier associated with the release.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "link", + "formatterFn": null, + "headerName": "Link", + "description": "URL to the release.", + "cellDataType": "text", + "chartDataType": "category" + } + ] + } + }, + "source": [ + "SEC" + ], + "subCategory": "SEC" + }, + "regulators_sec_sic_search_sec_obb": { + "name": "SIC Search", + "description": "Search for Industry Titles, Reporting Office, and SIC Codes. An empty query string returns all results.", + "category": "Regulators", + "searchCategory": "Regulators", + "widgetId": "regulators_sec_sic_search_sec_obb", + "params": [ + { + "label": "Query", + "description": "Search query.", + "optional": true, + "value": "", + "type": "text", + "show": true, + "paramName": "query" + }, + { + "label": "Use Cache", + "description": "Whether or not to use cache.", + "optional": true, + "value": true, + "type": "boolean", + "show": true, + "paramName": "use_cache" + }, + { + "paramName": "provider", + "value": "sec", + "show": false + } + ], + "endpoint": "api/v1/regulators/sec/sic_search", + "gridData": { + "w": 45, + "h": 15 + }, + "data": { + "dataKey": "results", + "table": { + "showAll": true, + "columnsDefs": [ + { + "field": "sic_code", + "headerName": "Sic Code", + "description": "Sector Industrial Code (SIC)", + "cellDataType": "number", + "chartDataType": "series" + }, + { + "field": "industry_title", + "formatterFn": null, + "headerName": "Industry Title", + "description": "Industry title.", + "cellDataType": "text", + "chartDataType": "category" + }, + { + "field": "office", + "formatterFn": null, + "headerName": "Office", + "description": "Reporting office within the Corporate Finance Office", + "cellDataType": "text", + "chartDataType": "category" + } + ] + } + }, + "source": [ + "SEC" + ], + "subCategory": "SEC" + } +} \ No newline at end of file diff --git a/openbb_platform/extensions/platform_api/tests/test_api.py b/openbb_platform/extensions/platform_api/tests/test_api.py new file mode 100644 index 000000000000..471abfad5a7e --- /dev/null +++ b/openbb_platform/extensions/platform_api/tests/test_api.py @@ -0,0 +1,78 @@ +from unittest.mock import MagicMock, mock_open, patch + +import pytest +from openbb_platform_api.utils.api import ( + check_port, + get_user_settings, + get_widgets_json, + parse_args, +) + + +# Mock environment variables +@pytest.fixture(autouse=True) +def mock_env_vars(monkeypatch): + monkeypatch.setenv("HOME", "/mock/home") + monkeypatch.setenv("USERPROFILE", "/mock/home") + + +@pytest.mark.parametrize("port_input", [6900, "6900", 6901, "6901"]) +def test_check_port(port_input): + with patch("socket.socket") as mock_socket: + mock_sock_instance = MagicMock() + mock_socket.return_value.__enter__.return_value = mock_sock_instance + + # Mock connect_ex to return 0 for port 6900 (indicating it's in use) + mock_sock_instance.connect_ex.side_effect = lambda addr: ( + 0 if addr[1] == 6900 else 1 + ) + + port = check_port("127.0.0.1", port_input) + assert port == 6901 # The next available port should be 6901 + + +def test_get_user_settings_no_login(): + with patch( + "builtins.open", + mock_open( + read_data='{"credentials": {}, "preferences": {}, "defaults": {"commands": {}}}' + ), + ): + settings = get_user_settings( + _login=False, current_user_settings="", user_settings_copy="" + ) + assert settings == { + "credentials": {}, + "preferences": {}, + "defaults": {"commands": {}}, + } + + +def test_get_widgets_json_no_build(): + with patch("builtins.open", mock_open(read_data="{}")), patch( + "os.path.exists", return_value=True + ): + widgets_json = get_widgets_json( + _build=False, _openapi={}, widget_exclude_filter=[] + ) + assert widgets_json == {} + + +def test_parse_args(): + with patch("sys.argv", ["script.py", "--help"]): + with pytest.raises(SystemExit) as e: + parse_args() + assert e.type == SystemExit + assert e.value.code == 0 + + with patch("sys.argv", ["script.py", "--key", "value"]): + args = parse_args() + assert args == {"key": "value"} + + with patch("sys.argv", ["script.py", "--flag"]): + args = parse_args() + assert args == {"flag": True} + + +if __name__ == "__main__": + pytest.main() diff --git a/openbb_platform/extensions/platform_api/tests/test_openapi_utils.py b/openbb_platform/extensions/platform_api/tests/test_openapi_utils.py new file mode 100644 index 000000000000..ff5956a72315 --- /dev/null +++ b/openbb_platform/extensions/platform_api/tests/test_openapi_utils.py @@ -0,0 +1,397 @@ +import json +from pathlib import Path + +import pytest +from openbb_platform_api.utils.openapi import ( + data_schema_to_columns_defs, + get_data_schema_for_widget, + get_query_schema_for_widget, +) + +# pylint: disable=redefined-outer-name + + +# Load the mock OpenAPI JSON +@pytest.fixture(scope="module") +def mock_openapi_json(): + mock_openapi_path = Path(__file__).parent / "mock_openapi.json" + with open(mock_openapi_path) as file: + return json.load(file) + + +@pytest.mark.parametrize( + "path, params_number, query_schema, expected_has_chart", + [ + ( + "/api/v1/economy/balance_of_payments", + 4, + [ + { + "parameter_name": "provider", + "label": "Provider", + "description": "Source of the data.", + "optional": True, + "type": "text", + "available_providers": ["fred"], + "show": True, + }, + { + "parameter_name": "country", + "label": "Country", + "description": "The country to get data. Enter as a 3-letter ISO country code, default is USA.", + "optional": True, + "value": "united_states", + "options": { + "fred": [ + {"label": "argentina", "value": "argentina"}, + {"label": "australia", "value": "australia"}, + {"label": "austria", "value": "austria"}, + {"label": "belgium", "value": "belgium"}, + {"label": "brazil", "value": "brazil"}, + {"label": "canada", "value": "canada"}, + {"label": "chile", "value": "chile"}, + {"label": "china", "value": "china"}, + {"label": "colombia", "value": "colombia"}, + {"label": "costa_rica", "value": "costa_rica"}, + {"label": "czechia", "value": "czechia"}, + {"label": "denmark", "value": "denmark"}, + {"label": "estonia", "value": "estonia"}, + {"label": "finland", "value": "finland"}, + {"label": "france", "value": "france"}, + {"label": "germany", "value": "germany"}, + {"label": "greece", "value": "greece"}, + {"label": "hungary", "value": "hungary"}, + {"label": "iceland", "value": "iceland"}, + {"label": "india", "value": "india"}, + {"label": "indonesia", "value": "indonesia"}, + {"label": "ireland", "value": "ireland"}, + {"label": "israel", "value": "israel"}, + {"label": "italy", "value": "italy"}, + {"label": "japan", "value": "japan"}, + {"label": "korea", "value": "korea"}, + {"label": "latvia", "value": "latvia"}, + {"label": "lithuania", "value": "lithuania"}, + {"label": "luxembourg", "value": "luxembourg"}, + {"label": "mexico", "value": "mexico"}, + {"label": "netherlands", "value": "netherlands"}, + {"label": "new_zealand", "value": "new_zealand"}, + {"label": "norway", "value": "norway"}, + {"label": "poland", "value": "poland"}, + {"label": "portugal", "value": "portugal"}, + {"label": "russia", "value": "russia"}, + {"label": "saudi_arabia", "value": "saudi_arabia"}, + {"label": "slovak_republic", "value": "slovak_republic"}, + {"label": "slovenia", "value": "slovenia"}, + {"label": "south_africa", "value": "south_africa"}, + {"label": "spain", "value": "spain"}, + {"label": "sweden", "value": "sweden"}, + {"label": "switzerland", "value": "switzerland"}, + {"label": "turkey", "value": "turkey"}, + {"label": "united_kingdom", "value": "united_kingdom"}, + {"label": "united_states", "value": "united_states"}, + {"label": "g7", "value": "g7"}, + {"label": "g20", "value": "g20"}, + ] + }, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "text", + "show": True, + }, + { + "parameter_name": "start_date", + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "date", + "show": True, + }, + { + "parameter_name": "end_date", + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "date", + "show": True, + }, + ], + False, + ), + ( + "/api/v1/economy/fred_series", + 8, + [ + { + "parameter_name": "provider", + "label": "Provider", + "description": "Source of the data.", + "optional": True, + "type": "text", + "available_providers": ["fred"], + "show": True, + }, + { + "parameter_name": "symbol", + "label": "Symbol", + "description": "Symbol to get data for.", + "optional": False, + "type": "text", + "multiple_items_allowed": {"fred": True}, + "show": True, + }, + { + "parameter_name": "start_date", + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "date", + "show": True, + }, + { + "parameter_name": "end_date", + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "date", + "show": True, + }, + { + "parameter_name": "limit", + "label": "Limit", + "description": "The number of data entries to return.", + "optional": True, + "value": 100000, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "number", + "show": True, + }, + { + "parameter_name": "frequency", + "label": "Frequency", + "description": "Frequency aggregation to convert high frequency data to lower frequency." + + "\n " + + "\n None = No change" + + "\n " + + "\n a = Annual\n " + + "\n q = Quarterly\n " + + "\n m = Monthly\n " + + "\n w = Weekly\n " + + "\n d = Daily\n " + + "\n wef = Weekly, Ending Friday" + + "\n " + + "\n weth = Weekly, Ending Thursday" + + "\n " + + "\n wew = Weekly, Ending Wednesday" + + "\n " + + "\n wetu = Weekly, Ending Tuesday" + + "\n " + + "\n wem = Weekly, Ending Monday" + + "\n " + + "\n wesu = Weekly, Ending Sunday" + + "\n " + + "\n wesa = Weekly, Ending Saturday" + + "\n " + + "\n bwew = Biweekly, Ending Wednesday" + + "\n " + + "\n bwem = Biweekly, Ending Monday", + "optional": True, + "value": None, + "options": { + "fred": [ + {"label": "a", "value": "a"}, + {"label": "q", "value": "q"}, + {"label": "m", "value": "m"}, + {"label": "w", "value": "w"}, + {"label": "d", "value": "d"}, + {"label": "wef", "value": "wef"}, + {"label": "weth", "value": "weth"}, + {"label": "wew", "value": "wew"}, + {"label": "wetu", "value": "wetu"}, + {"label": "wem", "value": "wem"}, + {"label": "wesu", "value": "wesu"}, + {"label": "wesa", "value": "wesa"}, + {"label": "bwew", "value": "bwew"}, + {"label": "bwem", "value": "bwem"}, + ] + }, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "show": True, + }, + { + "parameter_name": "aggregation_method", + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation." + + "\n This parameter has no affect if the frequency parameter is not set." + + "\n " + + "\n avg = Average" + + "\n " + + "\n sum = Sum" + + "\n " + + "\n eop = End of Period", + "optional": True, + "value": "eop", + "options": { + "fred": [ + {"label": "avg", "value": "avg"}, + {"label": "sum", "value": "sum"}, + {"label": "eop", "value": "eop"}, + ] + }, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "show": True, + }, + { + "parameter_name": "transform", + "label": "Transform", + "description": "Transformation type" + + "\n " + + "\n None = No transformation" + + "\n " + + "\n chg = Change" + + "\n " + + "\n ch1 = Change from Year Ago" + + "\n " + + "\n pch = Percent Change" + + "\n " + + "\n pc1 = Percent Change from Year Ago" + + "\n " + + "\n pca = Compounded Annual Rate of Change" + + "\n " + + "\n cch = Continuously Compounded Rate of Change" + + "\n " + + "\n cca = Continuously Compounded Annual Rate of Change" + + "\n " + + "\n log = Natural Log", + "optional": True, + "value": None, + "options": { + "fred": [ + {"label": "chg", "value": "chg"}, + {"label": "ch1", "value": "ch1"}, + {"label": "pch", "value": "pch"}, + {"label": "pc1", "value": "pc1"}, + {"label": "pca", "value": "pca"}, + {"label": "cch", "value": "cch"}, + {"label": "cca", "value": "cca"}, + {"label": "log", "value": "log"}, + ] + }, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "show": True, + }, + ], + True, + ), + ( + "/api/v1/regulators/sec/schema_files", + 4, + [ + { + "parameter_name": "provider", + "label": "Provider", + "description": "Source of the data.", + "optional": True, + "type": "text", + "available_providers": ["sec"], + "show": True, + }, + { + "parameter_name": "query", + "label": "Query", + "description": "Search query.", + "optional": True, + "value": "", + "options": {"sec": []}, + "multiple_items_allowed": {}, + "available_providers": ["sec"], + "type": "text", + "show": True, + }, + { + "parameter_name": "use_cache", + "label": "Use Cache", + "description": "Whether or not to use cache.", + "optional": True, + "value": True, + "options": {"sec": []}, + "multiple_items_allowed": {}, + "available_providers": ["sec"], + "type": "boolean", + "show": True, + }, + { + "parameter_name": "url", + "label": "Url", + "description": "Enter an optional URL path to fetch the next level.", + "optional": True, + "value": None, + "options": {"sec": []}, + "multiple_items_allowed": {}, + "available_providers": ["sec"], + "show": True, + }, + ], + False, + ), + ], +) +def test_get_query_schema_for_widget( + mock_openapi_json, path, params_number, query_schema, expected_has_chart +): + route_params, has_chart = get_query_schema_for_widget(mock_openapi_json, path) + assert len(route_params) == params_number + assert route_params == query_schema + assert has_chart == expected_has_chart + + +@pytest.mark.parametrize( + "openapi_operation_id", + [ + "economy_survey_sloos", + "economy_survey_university_of_michigan", + "economy_balance_of_payments", + ], +) +def test_get_data_schema_for_widget(mock_openapi_json, openapi_operation_id): + schema = get_data_schema_for_widget(mock_openapi_json, openapi_operation_id) + assert schema is not None + + +@pytest.mark.parametrize( + "openapi_operation_id", + [ + "economy_survey_sloos", + "economy_survey_university_of_michigan", + "economy_balance_of_payments", + ], +) +def test_data_schema_to_columns_defs(mock_openapi_json, openapi_operation_id): + column_defs = data_schema_to_columns_defs( + mock_openapi_json, openapi_operation_id, provider="fred" + ) + assert len(column_defs) > 1 # There should be at least two columns + + +if __name__ == "__main__": + pytest.main() diff --git a/openbb_platform/extensions/platform_api/tests/test_widgets_utils.py b/openbb_platform/extensions/platform_api/tests/test_widgets_utils.py new file mode 100644 index 000000000000..cd94845816ae --- /dev/null +++ b/openbb_platform/extensions/platform_api/tests/test_widgets_utils.py @@ -0,0 +1,456 @@ +import json +from pathlib import Path + +import pytest +from openbb_platform_api.utils.widgets import build_json, modify_query_schema + +# pylint: disable=redefined-outer-name + + +# Load the mock OpenAPI JSON +@pytest.fixture(scope="module") +def mock_openapi_json(): + mock_openapi_path = Path(__file__).parent / "mock_openapi.json" + with open(mock_openapi_path) as file: + return json.load(file) + + +# Load the mock widgets JSON +@pytest.fixture(scope="module") +def mock_widgets_json(): + mock_widgets_path = Path(__file__).parent / "mock_widgets.json" + with open(mock_widgets_path) as file: + return json.load(file) + + +@pytest.mark.parametrize( + "query_schema, provider_value, expected_result", + [ + ( + [ + { + "parameter_name": "provider", + "label": "Provider", + "description": "Source of the data.", + "optional": True, + "type": "text", + "available_providers": ["sec"], + "show": True, + }, + { + "parameter_name": "query", + "label": "Query", + "description": "Search query.", + "optional": True, + "value": "", + "options": {"sec": []}, + "multiple_items_allowed": {}, + "available_providers": ["sec"], + "type": "text", + "show": True, + }, + { + "parameter_name": "use_cache", + "label": "Use Cache", + "description": "Whether or not to use cache.", + "optional": True, + "value": True, + "options": {"sec": []}, + "multiple_items_allowed": {}, + "available_providers": ["sec"], + "type": "boolean", + "show": True, + }, + { + "parameter_name": "url", + "label": "Url", + "description": "Enter an optional URL path to fetch the next level.", + "optional": True, + "value": None, + "options": {"sec": []}, + "multiple_items_allowed": {}, + "available_providers": ["sec"], + "show": True, + }, + ], + "sec", + [ + { + "label": "Query", + "description": "Search query.", + "optional": True, + "value": "", + "type": "text", + "show": True, + "paramName": "query", + }, + { + "label": "Use Cache", + "description": "Whether or not to use cache.", + "optional": True, + "value": True, + "type": "boolean", + "show": True, + "paramName": "use_cache", + }, + { + "label": "Url", + "description": "Enter an optional URL path to fetch the next level.", + "optional": True, + "value": None, + "show": True, + "paramName": "url", + }, + {"paramName": "provider", "value": "sec", "show": False}, + ], + ), + ( + [ + { + "parameter_name": "provider", + "label": "Provider", + "description": "Source of the data.", + "optional": True, + "type": "text", + "available_providers": ["fred"], + "show": True, + }, + { + "parameter_name": "symbol", + "label": "Symbol", + "description": "Symbol to get data for.", + "optional": False, + "type": "text", + "multiple_items_allowed": {"fred": True}, + "show": True, + }, + { + "parameter_name": "start_date", + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "date", + "show": True, + }, + { + "parameter_name": "end_date", + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "date", + "show": True, + }, + { + "parameter_name": "limit", + "label": "Limit", + "description": "The number of data entries to return.", + "optional": True, + "value": 100000, + "options": {"fred": []}, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "type": "number", + "show": True, + }, + { + "parameter_name": "frequency", + "label": "Frequency", + "description": "Frequency aggregation to convert high frequency data to lower frequency." + + "\n " + + "\n None = No change" + + "\n " + + "\n a = Annual" + + "\n " + + "\n q = Quarterly" + + "\n " + + "\n m = Monthly" + + "\n " + + "\n w = Weekly" + + "\n " + + "\n d = Daily" + + "\n " + + "\n wef = Weekly, Ending Friday" + + "\n " + + "\n weth = Weekly, Ending Thursday" + + "\n " + + "\n wew = Weekly, Ending Wednesday" + + "\n " + + "\n wetu = Weekly, Ending Tuesday" + + "\n " + + "\n wem = Weekly, Ending Monday" + + "\n " + + "\n wesu = Weekly, Ending Sunday" + + "\n " + + "\n wesa = Weekly, Ending Saturday" + + "\n " + + "\n bwew = Biweekly, Ending Wednesday" + + "\n " + + "\n bwem = Biweekly, Ending Monday", + "optional": True, + "value": None, + "options": { + "fred": [ + {"label": "a", "value": "a"}, + {"label": "q", "value": "q"}, + {"label": "m", "value": "m"}, + {"label": "w", "value": "w"}, + {"label": "d", "value": "d"}, + {"label": "wef", "value": "wef"}, + {"label": "weth", "value": "weth"}, + {"label": "wew", "value": "wew"}, + {"label": "wetu", "value": "wetu"}, + {"label": "wem", "value": "wem"}, + {"label": "wesu", "value": "wesu"}, + {"label": "wesa", "value": "wesa"}, + {"label": "bwew", "value": "bwew"}, + {"label": "bwem", "value": "bwem"}, + ] + }, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "show": True, + }, + { + "parameter_name": "aggregation_method", + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation." + + "\n This parameter has no affect if the frequency parameter is not set." + + "\n " + + "\n avg = Average" + + "\n " + + "\n sum = Sum" + + "\n " + + "\n eop = End of Period", + "optional": True, + "value": "eop", + "options": { + "fred": [ + {"label": "avg", "value": "avg"}, + {"label": "sum", "value": "sum"}, + {"label": "eop", "value": "eop"}, + ] + }, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "show": True, + }, + { + "parameter_name": "transform", + "label": "Transform", + "description": "Transformation type" + + "\n " + + "\n None = No transformation" + + "\n " + + "\n chg = Change" + + "\n " + + "\n ch1 = Change from Year Ago" + + "\n " + + "\n pch = Percent Change" + + "\n " + + "\n pc1 = Percent Change from Year Ago" + + "\n " + + "\n pca = Compounded Annual Rate of Change" + + "\n " + + "\n cch = Continuously Compounded Rate of Change" + + "\n " + + "\n cca = Continuously Compounded Annual Rate of Change" + + "\n " + + "\n log = Natural Log", + "optional": True, + "value": None, + "options": { + "fred": [ + {"label": "chg", "value": "chg"}, + {"label": "ch1", "value": "ch1"}, + {"label": "pch", "value": "pch"}, + {"label": "pc1", "value": "pc1"}, + {"label": "pca", "value": "pca"}, + {"label": "cch", "value": "cch"}, + {"label": "cca", "value": "cca"}, + {"label": "log", "value": "log"}, + ] + }, + "multiple_items_allowed": {}, + "available_providers": ["fred"], + "show": True, + }, + ], + "fred", + [ + { + "label": "Symbol", + "description": "Symbol to get data for. Multiple comma separated items allowed.", + "optional": False, + "type": "text", + "show": True, + "multiSelect": True, + "paramName": "symbol", + }, + { + "label": "Start Date", + "description": "Start date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "type": "date", + "show": True, + "paramName": "start_date", + }, + { + "label": "End Date", + "description": "End date of the data, in YYYY-MM-DD format.", + "optional": True, + "value": None, + "type": "date", + "show": True, + "paramName": "end_date", + }, + { + "label": "Limit", + "description": "The number of data entries to return.", + "optional": True, + "value": 100000, + "type": "number", + "show": True, + "paramName": "limit", + }, + { + "label": "Frequency", + "description": "Frequency aggregation to convert high frequency data to lower frequency." + + "\n " + + "\n None = No change" + + "\n " + + "\n a = Annual" + + "\n " + + "\n q = Quarterly" + + "\n " + + "\n m = Monthly" + + "\n " + + "\n w = Weekly" + + "\n " + + "\n d = Daily" + + "\n " + + "\n wef = Weekly, Ending Friday" + + "\n " + + "\n weth = Weekly, Ending Thursday" + + "\n " + + "\n wew = Weekly, Ending Wednesday" + + "\n " + + "\n wetu = Weekly, Ending Tuesday" + + "\n " + + "\n wem = Weekly, Ending Monday" + + "\n " + + "\n wesu = Weekly, Ending Sunday" + + "\n " + + "\n wesa = Weekly, Ending Saturday" + + "\n " + + "\n bwew = Biweekly, Ending Wednesday" + + "\n " + + "\n bwem = Biweekly, Ending Monday", + "optional": True, + "value": None, + "show": True, + "options": [ + {"label": "a", "value": "a"}, + {"label": "q", "value": "q"}, + {"label": "m", "value": "m"}, + {"label": "w", "value": "w"}, + {"label": "d", "value": "d"}, + {"label": "wef", "value": "wef"}, + {"label": "weth", "value": "weth"}, + {"label": "wew", "value": "wew"}, + {"label": "wetu", "value": "wetu"}, + {"label": "wem", "value": "wem"}, + {"label": "wesu", "value": "wesu"}, + {"label": "wesa", "value": "wesa"}, + {"label": "bwew", "value": "bwew"}, + {"label": "bwem", "value": "bwem"}, + ], + "type": "text", + "paramName": "frequency", + }, + { + "label": "Aggregation Method", + "description": "A key that indicates the aggregation method used for frequency aggregation." + + "\n This parameter has no affect if the frequency parameter is not set." + + "\n " + + "\n avg = Average" + + "\n " + + "\n sum = Sum" + + "\n " + + "\n eop = End of Period", + "optional": True, + "value": "eop", + "show": True, + "options": [ + {"label": "avg", "value": "avg"}, + {"label": "sum", "value": "sum"}, + {"label": "eop", "value": "eop"}, + ], + "type": "text", + "paramName": "aggregation_method", + }, + { + "label": "Transform", + "description": "Transformation type" + + "\n " + + "\n None = No transformation" + + "\n " + + "\n chg = Change" + + "\n " + + "\n ch1 = Change from Year Ago" + + "\n " + + "\n pch = Percent Change" + + "\n " + + "\n pc1 = Percent Change from Year Ago" + + "\n " + + "\n pca = Compounded Annual Rate of Change" + + "\n " + + "\n cch = Continuously Compounded Rate of Change" + + "\n " + + "\n cca = Continuously Compounded Annual Rate of Change" + + "\n " + + "\n log = Natural Log", + "optional": True, + "value": None, + "show": True, + "options": [ + {"label": "chg", "value": "chg"}, + {"label": "ch1", "value": "ch1"}, + {"label": "pch", "value": "pch"}, + {"label": "pc1", "value": "pc1"}, + {"label": "pca", "value": "pca"}, + {"label": "cch", "value": "cch"}, + {"label": "cca", "value": "cca"}, + {"label": "log", "value": "log"}, + ], + "type": "text", + "paramName": "transform", + }, + {"paramName": "provider", "value": "fred", "show": False}, + ], + ), + ], +) +def test_modify_query_schema(query_schema, provider_value, expected_result): + result = modify_query_schema(query_schema, provider_value) + assert result == expected_result + + +def test_build_json(mock_openapi_json, mock_widgets_json): + result = build_json(openapi=mock_openapi_json, widget_exclude_filter=[]) + assert ( + len(result) == len(mock_openapi_json["paths"]) + 1 + ) # +1 for the duplicate path with a chart. + assert result == mock_widgets_json + + +if __name__ == "__main__": + pytest.main() diff --git a/openbb_platform/openbb/assets/reference.json b/openbb_platform/openbb/assets/reference.json index d62b9bf95de7..c7b12614d4e6 100644 --- a/openbb_platform/openbb/assets/reference.json +++ b/openbb_platform/openbb/assets/reference.json @@ -39292,4 +39292,4 @@ "description": "Financial market regulators data." } } -} \ No newline at end of file +}