Release/4.2.3 (#6514)

* ref to docs.openbb.co

* lint

* better exception handling

* fix examples

* revert changes in package dir

* revert changes in reference.json

* minor adjustment to the publish.md

* changelog

* core

* extensions

* better spacing

* static assets

* latest versions

* publish

* skip deprecated dirs

* bump cli

Author: hjoaquim

assets/scripts/generate_extension_data.py

@@ -28,6 +28,10 @@ def get_packages(path: Path, plugin_key: str) -> Dict[str, Any]:
     packages: Dict[str, Any] = {}
     for f in folders:
         pyproject = PyProjectTOML(Path(f, "pyproject.toml"))
+
+        if not pyproject.data:
+            continue
+
         poetry = pyproject.data["tool"]["poetry"]
         name = poetry["name"]
         plugin = poetry.get("plugins", {}).get(plugin_key)

build/pypi/openbb_platform/PUBLISH.md

@@ -7,6 +7,15 @@
 
 > A `release` branch for a particular package should only cater to the changes for that package directory. For e.g. the `release/openbb-core-2.0.0` branch should only contain changes for the `openbb-core` package i.e. in the `openbb_platform/core` directory.
 
+### Flow to display only files changes during release cycle in the `release/...` -> `main` PR
+
+1. Merge main into develop before release branch exists, solve any conflict
+2. In the branch `release/…` (before or after publishing)
+3. `git merge main -X ours` (ignore the changes, we brought them in 1.)
+4. `git commit -m "Merge branch 'main' into release/4.2.2"` (empty commit)
+
+### Pre-release checklist
+
 1. Open a PR with the changes to be published in the format `release/<version>` (for e.g. `release/4.0.0` ). For a particular package use the format `release/<package>-<version>` (for e.g. `release/openbb-core-1.0.1`).
 2. Ensure all the CI workflows pass.
 3. Ensure all unit tests pass: `pytest openbb_platform -m "not integration"`
@@ -26,18 +35,28 @@
     1. For the core package run: `python build/pypi/openbb_platform/publish.py --core`
     2. For the extension packages run: `python build/pypi/openbb_platform/publish.py --extensions`
     3. For the `openbb` package - **which requires manual publishing** - do the following
-        3.1. Bump the dependency package versions
+
+        3.1. Bump the `openbb` package version and the extension versions on `openbb_platform/pyproject.toml` to the latest version.
+
+        > [!TIP]
+        > Consider using the poetry plugin `up` for updating the extensions to the latest version:
+        > 1. `poetry self add poetry-plugin-up`
+        > 2. `poetry up --latest`
 
         > [!WARNING]
         > Create a new environment before proceeding.
         > Make sure that only required extensions are installed
 
         3.2. Run `pip install -e .` from `openbb_platform`
+
         3.3. Re-build the static assets that are bundled with the package: `python -c "import openbb; openbb.build()"`
         - Run `python -c "import openbb"` after building the static to check that no additional static is being built.
         - Run any command to smoke test if the static assets are being built correctly.
-        3.4. Run unit tests to validate the existence of deprecated endpoints
+
+        3.4. Run unit tests to validate the existence of deprecated endpoints (or watch this through GitHub Actions)
+
         3.5. Run `poetry publish --build` from `openbb_platform`
+
         3.6. Run `poetry lock` from `openbb_platform`
 
     > [!TIP]
@@ -58,3 +77,14 @@
 4. Open a new PR with the `release/<package>-<version>` branch pointing to the `develop` branch.
 5. Merge the `release/<package>-<version>` branch to the `develop` branch.
 6. If any bugs are encountered, create a new branch - `hotfix` for `main` and `bugfix` for `develop` and merge them accordingly.
+
+### Generate the changelog
+
+1. Run the changelog automation by using the "release_drafter" GA and passing the number of the previous Release.
+2. Edit and make the changelog live on the repository.
+3. Paste it in the platform-release-changelog Slack channel.
+
+### Publish the CLI
+
+1. Bump `openbb` dependency on `cli/pyproject.toml` to the latest version.
+2. Run `poetry publish --build` from `cli`

cli/openbb_cli/cli.py

@@ -25,7 +25,7 @@ def main():
     initial_logging_sub_app = change_logging_sub_app()
     try:
         main()
-    except Exception as e:
+    except Exception:
         pass
     finally:
         reset_logging_sub_app(initial_logging_sub_app)

cli/openbb_cli/session.py

@@ -4,11 +4,11 @@
 from pathlib import Path
 from typing import Optional
 
+from openbb import obb
 from openbb_core.app.model.abstract.singleton import SingletonMeta
 from openbb_core.app.model.user_settings import UserSettings as User
 from prompt_toolkit import PromptSession
 
-from openbb import obb
 from openbb_cli.argparse_translator.obbject_registry import Registry
 from openbb_cli.config.completer import CustomFileHistory
 from openbb_cli.config.console import Console

cli/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-cli"
-version = "1.0.2"
+version = "1.0.3"
 description = "Investment Research for Everyone, Anywhere."
 authors = ["OpenBB <[email protected]>"]
 packages = [{ include = "openbb_cli" }]
@@ -17,7 +17,7 @@ openbb = 'openbb_cli.cli:main'
 python = "^3.8.1,<3.12"
 
 # OpenBB dependencies
-openbb = { version = "^4.2.2", extras = ["all"] }
+openbb = { version = "^4.2.3", extras = ["all"] }
 
 # CLI dependencies
 prompt-toolkit = "^3.0.16"

openbb_platform/README.md

@@ -12,6 +12,8 @@
 
 The OpenBB Platform provides a convenient way to access raw financial data from multiple data providers. The package comes with a ready to use REST API - this allows developers from any language to easily create applications on top of OpenBB Platform.
 
+Please find the complete documentation at [docs.openbb.co](https://docs.openbb.co/platform).
+
 ## Installation
 
 The command below provides access to the core functionalities behind the OpenBB Platform.

openbb_platform/core/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-core"
-version = "1.2.4"
+version = "1.2.5"
 description = "OpenBB package with core functionality."
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"

openbb_platform/extensions/commodity/poetry.lock

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-commodity"
-version = "1.1.2"
+version = "1.1.3"
 description = "Commodity extension for OpenBB"
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"
@@ -9,7 +9,7 @@ packages = [{ include = "openbb_commodity" }]
 
 [tool.poetry.dependencies]
 python = "^3.8"
-openbb-core = "^1.2.4"
+openbb-core = "^1.2.5"
 
 [build-system]
 requires = ["poetry-core"]

openbb_platform/extensions/commodity/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-crypto"
-version = "1.2.2"
+version = "1.2.3"
 description = "Crypto extension for OpenBB"
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"
@@ -9,7 +9,7 @@ packages = [{ include = "openbb_crypto" }]
 
 [tool.poetry.dependencies]
 python = "^3.8"
-openbb-core = "^1.2.4"
+openbb-core = "^1.2.5"
 
 [build-system]
 requires = ["poetry-core"]

openbb_platform/extensions/crypto/poetry.lock

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-currency"
-version = "1.2.2"
+version = "1.2.3"
 description = "Currency extension for OpenBB"
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"
@@ -9,7 +9,7 @@ packages = [{ include = "openbb_currency" }]
 
 [tool.poetry.dependencies]
 python = "^3.8"
-openbb-core = "^1.2.4"
+openbb-core = "^1.2.5"
 
 [build-system]
 requires = ["poetry-core"]

openbb_platform/extensions/crypto/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-derivatives"
-version = "1.2.2"
+version = "1.2.3"
 description = "Derivatives extension for OpenBB"
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"
@@ -9,7 +9,7 @@ packages = [{ include = "openbb_derivatives" }]
 
 [tool.poetry.dependencies]
 python = "^3.8"
-openbb-core = "^1.2.4"
+openbb-core = "^1.2.5"
 
 [build-system]
 requires = ["poetry-core"]

openbb_platform/extensions/currency/poetry.lock

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-devtools"
-version = "1.2.2"
+version = "1.2.3"
 description = "Tools for OpenBB Platform Developers"
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"

openbb_platform/extensions/currency/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-econometrics"
-version = "1.2.2"
+version = "1.2.3"
 description = "Econometrics Toolkit for OpenBB"
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"
@@ -13,7 +13,7 @@ scipy = "^1.10.1"
 statsmodels = "^0.14.0"
 arch = "^5.5.0"
 linearmodels = "<=4.25" # ^4.26 has setuptools-scm in setup_requires
-openbb-core = "^1.2.4"
+openbb-core = "^1.2.5"
 
 [build-system]
 requires = ["poetry-core"]

openbb_platform/extensions/derivatives/poetry.lock

@@ -187,7 +187,7 @@ async def money_measures(
             parameters={
                 "country": "all",
                 "frequency": "quarter",
-                "age": "25-54",
+                "age": "total",
                 "provider": "oecd",
             },
         ),

openbb_platform/extensions/derivatives/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "openbb-economy"
-version = "1.2.2"
+version = "1.2.3"
 description = "Economy extension for OpenBB"
 authors = ["OpenBB Team <[email protected]>"]
 license = "AGPL-3.0-only"
@@ -9,7 +9,7 @@ packages = [{ include = "openbb_economy" }]
 
 [tool.poetry.dependencies]
 python = "^3.8"
-openbb-core = "^1.2.4"
+openbb-core = "^1.2.5"
 
 [build-system]
 requires = ["poetry-core"]