- momentum: add simple plot functionality and enhance plot generation
- momentum: enhance momentum plotting functionality and add template support
- test_model: add comments for clarity on testing structure
- momentum: refactor momentum parameters and enhance calculation logic
- momentum: refactor momentum calculation to use kwargs and enhance data handling
- momentum: enhance momentum calculation and add charting option
- mandelbrot_channel: serialize equity historical data and include in HumblObject
- mandelbrot_channel: update window_format method to raise TypeError
- add_command: refactor method parameters to use **kwargs for improved flexibility
- mandelbrot_channel: removed kwargs, using command_params
- mandelbrot_channel: update warning logic in Fetcher
- humbl_compass: added debug logging
- notebooks: organized notebooks
- momentum: add integration tests for momentum calculations
- momentum: add unit tests for momentum calculations
- momentum: add momentum command parameters fixture and integration test
- humbl_compass: update regime descriptions and key risks for clarity
- openbb_helpers: enhance get_latest_price function with logging and error handling
- realized_volatility_helpers: refactor squared returns calculation for symbol grouping
- realized_volatility_helpers: refactor Yang-Zhang volatility calculation for symbol grouping
- realized_volatility_helpers: refactor Rogers-Satchell volatility calculation for symbol grouping
- realized_volatility_helpers: refactor Hodges-Tompkins volatility calculation for symbol grouping
- realized_volatility_helpers: refactor Garman-Klass volatility calculation for symbol grouping
- realized_volatility_helpers: refactor Parkinson's volatility calculation for symbol grouping
- mandelbrot_channel: remove unnecessary transformation of recent_price column
- log_returns: enhance log return calculation to support grouping by symbol
- std: adding .over() logic to calc over symbols
- calc_realized_volatility: added more informative warning
- humblCHANNEL: view column renamed to recent_price
- humbl_compass: extended chart shading to 25 for large swings in economies
- dev: added orjson
- HumblCompassData: made z-score columns nullable
- humbl_compass: added CLI/CPI Z-Score to the hover template
- humbl_compass: added warning and set minimum z_score to 3 months
- humbl_compass: change delta calculation to work with quarterly and monthly data
- mandelbrot_channel: removed adjustments parameter
- notebooks, src: enhance humblCHANNEL and humblCOMPASS functionality
- tests: changed column name in a view test
- rename: renamed IPYNB and bumping for openbb req
- humbl_compass: changed to inner join
- humbl_compass: add empty extra field if it doenst exist
- humbl_compass: added humbl_regime recommendations
- toolbox: symbols param can now be nullable
- update: security updates
- humbl_compass: added humbl_regime column
- user_table: normalize U/D Ratio to 0-1
- humblobject: reserialized object with neew polars version
- user_table: updated values to match using new normalized ratio
- humbl_compass: mor informative categroy
- humbl_compass: merge warnings form context and fetcher
- toolbox: added warning message variable --> DRY
- toolbox: removed .lower() to match the membership tiers
- update: polars
- rename: renmed power to humblPOWER
- rename: updated membership names to prefix with humbl
- humblCOMPASS:view: rewrite dicts as literals
- humblCOMPASS: added humblREGIME annotations
- humblCOMPASS: shading quadrants and showing data with a buffer
- humblCOMPASS: serialize the transformed_data
- humblCOMPASS: v1 of humblCOMPASS finished
- command: new humbl_compass command in fundamental category
- humblCOMPASS: cannot calculate z-score if you are a peon member
- imports: removed unused imports and organized
- commitizen: added small keyboard commit shortcut
- poe: add_command: added new logging and warnings to the standard_model
- poe: add_command: fixed logic to not overwrite files and updates content instead
- create_historical_plot: rename column name
- humblobject: remove test assertions;
- poetry: update
- mandelbrot_chanel: using a instead of
- uvloop: now using uvloop execution
- pandera: move to to remove column names error
- Toolbox: replace w/
- warnings: piping warnings from ToolboxQueryParams into HumblObject
- remove: (-) as validation is internal
- ToolboxQueryParams: testing start_date_validator and date return type
- humblobjject: added to make sure JSON chart data is valid
- openbb_helpers: replaces with
- mandelbrot_channel: specifying binary serlization for return data
- serialization: now accepts serialized objs
- test_data: updated pickled with new serialization from polars
- polars: replaced w/
- pandera/pytest: ignoring for pandera validation in pytest
- user_table: rounds final data values to 2 decimal places
- polars: using instead of df.columns
- humblObject: added serialization format type --> json
- remove: remove field from
- update: openbb, polars, pandera, python: lock to newer versions
- poetry: ran
- user_table: using not
- passing: all tests passing 🙌
- fix: removed from UserTableQP & fixed validator logic
- fix: fixed column name erros, and assertion errors
- fix: mocking at module level rather than directly mocking the function
- MandelbrotCHannelFetcher: updated to match You must specify at least one file, pid, or task.
- user_table_engine: added to pass along to the toolbox creation
- aget_etf_category: updated docs, and added prior to column selection
- Fetcher: collect LF's before data validation with pandera, return LF
- aget_sector_filter: filter etf_data to only include symbols that are in etf_symbols
- aget_equity_sector: casting NULL column to string if DF with null values created
- user-table.helpers: updated You must specify at least one file, pid, or task.
- MandelbrotChannelFetcher: added
- tesy_queryParams: updated QueryParams validators and test
- user_table: added to test live integration
- user_table.helpers: adding unittests for all user_table helper functions
- dev: added
- UserTable: available in
- humblObject: added method w/ tests
- humblobject: added method -- not tested yet
- remove extra method
- deps-dev: bump ruff from 0.4.9 to 0.5.0
- deps-dev: bump tenacity from 8.4.1 to 8.4.2
- deps-dev: bump scipy from 1.13.1 to 1.14.0
- deps-dev: bump email-validator from 2.1.2 to 2.2.0
- deps-dev: bump exchange-calendars from 4.5.4 to 4.5.5
- aget_latest_price: collects for etf and
- QueryParams: removed for field typing
- upper_symbol validator: added pl.Series typing
- ToolboxQueryParams: added type to valid symbols input
- aget...filter: renaming columns and nnormalizing category in the filter
- aget_etf_sector: asigning result to
- aget_etf_sector: now retunrs clean data if it gets an ETF or EQUITY symbol
- user_table: added & &
- poethepoet: add a function to generate functions for
- get_latest_price: 🚨 removed so now returns a lazyframe
- content: using for models vs from pydantic
- imports: remove
- clean_name: fixes name cleaning methods for PascalCase, snake_case, camelCase
- clean_name: correclty converts text to
- poethepoet: now generating all files successfully
- path: added directory to path in function
- unittests: added a template for a mocked unittest for
- Category: Technical: added method testing to ensure correct parameter passing
- add default selection of
- standard_models: added validation to
- standard_models: added date validation to
- standard_models: added new validator to class for param
- updated all test data, all are passing
- integration: fixed test for mandelbrot_channel integration
- test_data: renamed and added a parquet file of historical mandelbrot
- updating: replacing old test data with newtest data, simpler interface
- data: added necessary data for tests to succeed
- update: updated to solve error
- update: updated
- mandelbrot_channel fetcher: added if no chart is requested
- volatility_helpers: replaced w new function
- deps-dev: bump more-itertools from 10.2.0 to 10.3.0
- deps-dev: bump safety from 3.2.2 to 3.2.3
- deps-dev: bump email-validator from 2.1.1 to 2.1.2
- deps-dev: bump urllib3 from 2.2.1 to 2.2.2
- deps-dev: bump tenacity from 8.3.0 to 8.4.1
- update: poetry update
- update: poetry update
- update: poetry update
- update: polars to 0.20.31
- update:
poetry update
- update: update deps
- plotly_theme:
humblDATA
watermark on graph - HumblObject:
.show()
method shows the charts - mandelbrot_channel::view: integrate
chart
intoMandelbrotChannelQueryParams
- mandelbrot_channel:
chart
parameter now inMandelbrotChannelQueryParams
- HumblObject: added
raw_data
Field for data used in command calculation - mandelbrot_channel:
Fetcher
now returnsHumblObject
- core: initial
HumblObject
class defined - core: added
Chart
object to safely type charts inToolbox
- mandelbrot_channel::view: plotting function returns
Chart
object - mandelbrot_channel::view: view logic wokriing with both historical and current data
- command_params: custom
@field_validator
to ensure subclass ofQueryParams
- HumblObject: test each method in the object
- mandelbrot_channel::view: test for
create_current_plot()
- mandelbrot_channel::view: basic test asserting
Figure
class - HumblObject: basic
command/context_param
&provider
tests - realized_volatility: adjusted locked answers
- mandelbrot_channel: added
to_polars()
to test objects to get the DF for assertions
- poetry: added
pandera
0.19.0b0 instead of direct dependency fromgit
- MandelbrotChannelQueryParams:
context_params
&command_params
are being routed correctly
- MandelbrotChannelFetcher: if only one symbol is queried, add a symbol column w/ the symbol
- ToolboxQueryParams: fixed
@field_validator
to work with list or csv in a str - ToolboxQueryParams: added default date generation
- mandelbrot_channel: finsihed integration tests & renamed standard_model file
- ToolboxQueryPArams: added test for custm
@field_validator
- queryparams & data: added simple tests to check vpydantic validation is running right
- mandelbrot_channel_historical: added successful tests asserting googl, amd and pct values
- pandera: trying github install of initial pandera update for
pl
supprt
- docs.yml: forcing the gh-deploy command
- mandelbrot_channel: removed unecessary imports, added
dt
to standard_model
- gh-actions:
test,yml
skips with bump commit,docs.yml
uses mkdocs
- bump.yml: made contains string more specific to bump message
- bump.yml: removed
:
from contains string
- bump.yml: removed random r character
- bump.yml: replacing
startsWith
w/contains
to skip when commit has bump
- bump.yml: added 🔖 emoji to commit message to skip
- ToolboxData: added alias
dt
fordatetime
to usedate
type in fieldinfo
- mandelbrpt_channel_integration: added initial mandelbrot_channel integration tests
- docs.yml:
git fetch gh-pages
branch beforemike deploy
- docs: added correct syntax for
mike deploy
- test: esting doc building with a new tag push from
bump.yml
- mandelbrot_channel: renamed
recent_price
-->close
- pypi: making project logo URL relative
- pypi: changed project logo URL to
.md
- pypi: updating image URL
- pypi:
MAJOR
version bump to escape file name duplication in PYPI >>> ⏰ 1h 30m
- pypi: linking project logo image to
github.com/user/repo/raw/branch/
- break: breaking change
- mandelbrot_channel: finalized
historical
calculation - mandelbrot_channel: added
calc_mandelbrot_channel_historical
- docs: added codefence (testing publish)
- docs: removed whitespace (testing publish)
- price_range: 35% speed increase, reducing jargon and simplifying transformatio
- _check_required_cols: removed redundant
LazyFrame
collect
- mandelbrot_channel: finished
price_range()
tests || finished with testing helpers✅ - setting up test for prior to refactor: scope
- price-range: error condition test, passing
_rs_method
that doesnt exist - vol_filter: tests filtering ability by counting the rows that are filtered
- vol_buckets: added error condition test when columns missig
- dev: added
line_profiler
- vol_filter: added column checks
- vol_buckets: using
_boundary_group_down
to use alternative vol function
- vol_buckets: parametrized tet to show difference in boundary grouping logic
- deps: bump actions/checkout from 3 to 4
- deps: bump actions/checkout from 3 to 4
- gh-action: remove
cli
module -- only commented out - gh-action: remove typer test
- gh-action: remove unknown argument
- gh-action: trying new test.yml file
- humbldata: moved
tests
fromjjfantini/humbldata
tohumblFINANCE
- deps: bump actions/setup-python from 4 to 5
- deps: bump actions/setup-python from 4 to 5
- init: first commit!
- prproject.toml: changed bump_map/_pattern
- gh-action: added extra requirements to
bump.yml