OpenBB-finance/OpenBB 4.2.0

on GitHub

🌟 What's New in This Release

🚀 Legacy Code Removal

Legacy Code Removal: We removed the legacy OpenBB Terminal code. Don’t worry, you can still access this legacy code! It's safely archived in our Legacy Terminal Repository and preserved in the git history for any nostalgic devs.

📜 License Transition

AGPL License Adoption: We've upgraded to the AGPL license to better align with our community's values and future goals. Learn more by checking out our insightful blog post and our detailed licensing FAQ.

🔒 Security Improvements

Major Security Upgrade: With the legacy code in the rearview, we've upgraded our defenses. This major security enhancement ensures that your experience on the OpenBB Platform is safer and more secure than ever.

🦋 OpenBB Platform Enhancements

Release 4.2.0 introduces a number of features and improvements to OpenBB Platform. Web security has been enhanced by updating frontend components and dependencies to patched versions. The OpenBB Platform CLI's testing coverage has been expanded through the addition of unit tests and the update of GitHub workflows.

The release also brings new enhancements to the 'reference.json'. Now, custom provider choices are available in the reference, which can be leveraged by clients for diverse purposes. Additional functionalities include Forward PE estimates to the equity.estimates router, update to the CLI README documentation, and removal of old code.

A notable feature is the creation of a 'repo assets directory'. The intention behind this is to define instructions and credentials in the Provider class to avoid downstream applications scraping the repo and potentially encountering randomly deleted files.

• Improve web security @piiq (#6405)
• [Feature] OpenBB Platform CLI Unit tests @IgorWounds (#6397)
• [Feature] Custom Provider choices available on the reference.json @hjoaquim (#6409)
• [Feature] Add Forward PE Estimates @deeleeramone (#6398)
• [Feature] CLI README @hjoaquim (#6402)
• remove hold command and its references @hjoaquim (#6399)
• Security updates @piiq (#6387)
• [Feature] Create repo assets directory @montezdesousa (#6384)
• [Feature] Fallback to to_df() method when results are a string @hjoaquim (#6388)
• [Feature] Update chart creation so it doesn't break the command execution @hjoaquim (#6382)
• [Feature] Redefined standard fields & multiple_items_allowed property changes @montezdesousa (#6377)
• [Feature] EconDB Main Indicators @deeleeramone (#6365)
• Move files used in gh actions from root @montezdesousa (#6346)
• [Feature] Summarize Changelog @IgorWounds (#6335)
• [Feature] Warn limit number of countries in TE request @hjoaquim (#6334)
• [Feature] Polygon Currency Snapshots @deeleeramone (#6333)
• [Feature] Main README @hjoaquim (#6403)
• [Feature] Adds Platform images @hjoaquim (#6410)
• [Feature] Styling adjustments @hjoaquim (#6408)
• [BugFix] Fix broken --sheet-name argument @hjoaquim (#6401)
• [Feature] Update CLI dependencies @hjoaquim (#6389)
• [Feature] Remove i18n @hjoaquim (#6390)
• [Feature] Misc improvements on the Platform CLI @hjoaquim (#6370)
• Sync main and develop @piiq (#6373)
• [Feature] Handle repeated non standard arguments @hjoaquim (#6366)
• [Feature] Improve OBBject Registry @hjoaquim (#6364)
• [Enhancement] - Sanitize sensitive data from .cli.his @IgorWounds (#6361)
• [Feature] Display command providers @montezdesousa (#6355)
• [Feature] Named tables on CLI @hjoaquim (#6356)
• [Feature] Rename terminal folder @montezdesousa (#6349)
• Move linting rules from pyproject.toml to ruff.toml @montezdesousa (#6350)

🐛 OpenBB Platform Bug Fixes

The new release corrects a variety of bugs. Key corrections include updating GitHub workflows, replacing python-jose by PyJWT due to security concerns, fixing errors in the Econ Calendar, making paper_bgcolor transparent in the PyWry backend, and exposing error messages on request failure in AV Historical EPS. Auxiliary corrections include case-insensitive credentials, and more. Additional testing was done to ensure the proper functioning of these corrections.

• [BugFix] Update GitHub workflows @montezdesousa (#6418)
• [HotFix] Fix missed unit_measurements @deeleeramone (#6416)
• [BugFix] Replace python-jose by PyJWT @montezdesousa (#6407)
• [BugFix] Econ Calendar @deeleeramone (#6392)
• [BugFix] Make paper_bgcolor transparent in PyWry backend @deeleeramone (#6385)
• [BugFix] AV Historical EPS - Expose Error Message On Request Fail @deeleeramone (#6406)
• [BugFix] Explicit error message when return type is not an OBBject @IgorWounds (#6394)
• [BugFix] Remove logos @montezdesousa (#6404)
• [BugFix] Case insensitive credentials @montezdesousa (#6400)
• [BugFix] Remove unused old code @IgorWounds (#6395)
• [BugFix] Fix FMP Currency/Crypto Historical Prices @deeleeramone (#6383)
• [BugFix] Update SEC pyproject.toml @deeleeramone (#6379)
• [BugFix] Fix Currency Search @deeleeramone (#6380)
• [BugFix] Treasury Rates Pandas Warnings @deeleeramone (#6375)
• [BugFix] Ad 'x-' to json_schema_extra in Fields with unit_measurement @deeleeramone (#6376)
• [BugFix] Fix tests for release @IgorWounds (#6372)
• [BugFix] Fix lowercase symbols @IgorWounds (#6342)
• [BugFix] Set Chart Style Before Output @deeleeramone (#6367)
• [BugFix] Remove Literal[None,...] @hjoaquim (#6371)
• [BugFix] SEC ETF Holdings - Try Catch for RemoteDisconnect Error @deeleeramone (#6359)
• [BugFix] Remove multiple .envs @montezdesousa (#6363)
• [BugFix] @hjoaquim (#6360)
• [BugFix] Intrinio EquityPriceHistorical - Return Error Message When Invalid Key @deeleeramone (#6357)
• [BugFix] Empty views on econometrics and quantitative @hjoaquim (#6353)
• [BugFix] Empty views on the CLI @hjoaquim (#6351)
• [BugFix] Filtered provider arguments @hjoaquim (#6348)
• Clean .gitignore @montezdesousa (#6347)
• [BugFix] Intrinio Balance Sheet Period @deeleeramone (#6343)
• [BugFix] fix the dependencies issues on the changelog summary workflow @luqmanbello (#6341)
• [BugFix] Correct the filename of the summarize_changelog.py file @luqmanbello (#6338)
• [BugFix] Intrinio News @deeleeramone (#6336)
• [BugFix] Sync ruff in dev_tools with openbb_core @montezdesousa (#6331)

📚 OpenBB Documentation Changes

In this new release, several updates were made across various areas including licensing, package upgrades, and documentation changes. The license for the codebase is now AGPL, with a dedicated FAQ page for licensing added to platform documentation. The CLI Installation Pre-Requisites now include guidelines for Linux, while new pages have been created for CLI docs keeping with the familiar Terminal structure. Docusaurus, was upgraded to v3 for improved security and new features. The discontinued OpenBB Terminal was removed from the main docs page and relocated under the Legacy section. Specifics on these changes can be found in the detailed change-log.

• Update the license of the code in this repo to AGPL @piiq (#6415)
• [HotFix] Add Linux instructions to CLI Installation Pre-Requisites @deeleeramone (#6411)
• [Feature] CLI docs @hjoaquim (#6362)
• [BugFix] Fix Excel Data Slicer page. @IgorWounds (#6396)
• [Docs] Upgrade Docusaurus to v3 @Disorrder (#6386)
• [Docs] Remove OpenBB Terminal from docs page @IgorWounds (#6354)
• [Docs] Update excel docs @montezdesousa (#6329)
• [Docs] Update excel docs @montezdesousa (#6328)

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