v4.3.1

OpenBB-finance/OpenBBv4.3.1Aug 9, 2024by github-actions[bot]

AI Summary

This release introduces new router paths for economy data, a new provider extension for Nasdaq SP500 Multiples, and resolves several bugs related to CLI and charting.

Key Highlights

  • New provider extension 'openbb-multpl' for Nasdaq SP500 Multiples
  • New economy endpoints: Nonfarm Payrolls, PCE, and TIPS Yields
  • PyWry made an optional dependency
  • Deprecation of legacy parameters in equity historical

Breaking Changes

  • Removed deprecated parameters `adjusted` and `prepost` from equity historical
  • Deprecated `nasdaq` provider for `obb.index.sp500_multiples`
  • Removed deprecated OECD routes

New Features

  • Nonfarm Payrolls endpoint
  • FRED Release Tables endpoint
  • PCE reports endpoint
  • Historical Market Cap endpoint
  • Finviz Screener Presets

Full Release Notes

## Thank you and welcome to our new contributors 🔥

Thanks to, [mmistroni](https://github.com/mmistroni), for contributing to the Finviz screener endpoint.

## Summary 🎉

This release includes some bug fixes, dependency version bumps, new router paths and functionality, and a new provider extension.

## What's changed 🚀

A new version of `openbb-cli` resolves the issue of "nothing happening" when a command is run. The tables now engage the backend window creation directly.

## 🚨 OpenBB Platform Breaking Changes

- [Feature] PyWry Optional With Charting @deeleeramone (#6590)
  - PyWry is now an optional dependency of the `openbb-charting` extension. This decouples window creation from the charting features and makes the installation slimmer.
    - To retain the old configuration, `pip install openbb-charting["pywry"]`
 
- [BugFix] Bump `linearmodels` and `arch` Version @deeleeramone (#6600)
  - Versions pulled are now 6 & 7, respectively.

- [Feature] Remove Deprecated Fields From Equity Historical @deeleeramone (#6598)
  - Previously deprecated parameters have been removed.
  - In `obb.equity.price.historical`:
    - Removed:
      - `adjusted`
      - `prepost`
    - All providers now use the `adjustment` enum to select the price adjustment factor for historical prices, and `extended_hours` replaces, `prepost`.

- [BugFix] Fix ReferenceGenerator Unions and Choices @deeleeramone (#6599)
  - Structure of `reference.json` and `openapi.json` has changed to group all parameter "choices" by provider.

- [Feature] OptionsChains Properties @deeleeramone (#6564)
  - Response object from `obb.derivatives.options.chains` is now a single model, structured as a `Dict[List]`. Previously was a `[List[Dict]`

- OECD function parameters have changed to reflect new updated structures at the source:
  - [BugFix] Fix OECD GDP Real + Add EconDB To Endpoint @deeleeramone (#6589)
  - [BugFix] Fix `gdp.forecast` @deeleeramone (#6585)
  - [Feature] Cleanup OECD CLI Endpoint. @deeleeramone (#6584)
  - [BugFix] Clean Up Nominal GDP \& Add EconDB As Provider @deeleeramone (#6581)

- [BugFix] Update Missed Lock Files for `certifi 2024.7.4` @deeleeramone (#6583)
  - Alll extensions have been updated for `certifi 2024.7.4`.

- [BugFix] Delete Dev Container @deeleeramone (#6582)
  - Removes the Dev Container from the repository.

## 🦋 OpenBB Platform Enhancements

- [Feature] Add Nonfarm Payrolls To `economy.survey` @deeleeramone (#6571)
  - New router path: `obb.economy.survey.nonfarm_payrolls`
    - Supported providers: `openbb-fred`

- [Feature] Add Fred Release Tables @deeleeramone (#6595)
  - New router path: `obb.economy.fred_release_table`
    - Supported providers: `openbb-fred`

- [Feature] Add PCE (Personal Consumption Expenditures) reports to Economy @deeleeramone (#6578)
  - New router path: `obb.economy.pce`
    - Supported providers: `openbb-fred`

- [Feature] Add Historical Market Cap @deeleeramone (#6603)
  - New router path: `obb.equity.historical_market_cap`
    - Supported providers: `openbb-fmp`
    - Built-in view, "chart=True".

- [Feature] Add TIPS Yields (to maturity) @deeleeramone (#6597)
  - New router path: `obb.fixedincome.government.tips_yields`
    - Supported providers: `openbb-fred`

- [Feature] Replace Nasdaq SP500 Multiples With Direct Source @deeleeramone (#6609) 
  - New provider extension - "openbb-multpl" - to replace `nasdaq` for `obb.index.sp500_multiples`.
  - Deprecated: `nasdaq` as provider to `obb.index.sp500_multiples`.
    - Reason: Data no longer updated by Nasdaq Data Link.

- [Enhancement] Consolidate OECD Interest Rate Endpoints as a Single Function @deeleeramone (#6602)
  - Three routes have been consolidated into one:
    - New router path: `obb.economy.interest_rates`
    - Deprecated:
      - `obb.economy.short_term_interest_rate`
      - `obb.economy.long_term_interest_rate`
      - `obb.economy.immediate_interest_rate`

- [BugFix] Fix OECD GDP Real + Add EconDB To Endpoint @deeleeramone (#6589)
  - Adds `econdb` as provider to:
    - `obb.economy.gpd.nominal`
    - `obb.economy.gdp.real`

- [Feature] OptionsChains Properties @deeleeramone (#6564)
  - Adds properties and class methods to the output of `obb.derivatives.options.chains`.
  - `results` is now a single instance as a dictionary of arrays.
  - Refer to the docstring of `results` for a description of properties and functions.

- [Feature] Add Finviz Screener Presets (V3 Compatible) @deeleeramone (#6601)
  - Adds `finviz` as a provider to: `obb.equity.screener`.
  - Support for legacy V3 SDK/Terminal stock screener presets.

## 🐛 OpenBB Platform Bug Fixes

- [BugFix] Fix Yfinance Discovery Percent Values @deeleeramone (#6611)
- [BugFix] Fix ReferenceGenerator Unions and Choices @deeleeramone (#6599)
- [BugFix] FRED Release Table: Fix Date Parsing For Format Variation @deeleeramone (#6608)
- [BugFix] Fix Rogue Percent Value In FMP ETF Info @deeleeramone (#6607)
- [BugFix] Bump `linearmodels` and `arch` Version @deeleeramone (#6600)
- [BugFix] CLI: /technical/sma --chart @deeleeramone (#6594)
- [BugFix] Raise EmptyDataError When No Results Returned From `obb.economy.fred_search()` @deeleeramone (#6592)
- [BugFix] Yield Curve Chart: Fix Syntax Where Pandas Drops Column Name After `reset_index()` @deeleeramone (#6591)
- [BugFix] Fix OECD GDP Real + Add EconDB To Endpoint @deeleeramone (#6589)
- [BugFix] Fix CLI Interactive Tables Not Opening @deeleeramone (#6588)
- [BugFix] Fix `gdp.forecast` @deeleeramone (#6585)
- [BugFix] Update Missed Lock Files for `certifi 2024.7.4` @deeleeramone (#6583)
- [BugFix] Delete Dev Container @deeleeramone (#6582)
- [BugFix] Clean Up Nominal GDP \& Add EconDB As Provider @deeleeramone (#6581)
- [BugFix] Update Extension `lock` Files For `certifi 2024.7.4` @deeleeramone (#6580)
- [BugFix] Fix GitHub Actions Branch Check URL that 404s @deeleeramone (#6579)

## 📚 OpenBB Documentation Changes

- Highlight agents repo on README @DidierRLopes (#6596)

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