[Release] openbb-v5.0.0

.codespell.ignore

@@ -1,17 +1,21 @@
 ake
 alle
+alll
+alph
 ba
 brin
 buda
 buidl
 buil
 certi
+cips
 commun
 coo
 creat
 datas
 ether
 fo
+gage
 gard
 hel
 hist
@@ -28,6 +32,7 @@ operatio
 ot
 parana
 pres
+requestor
 ro
 ser
 shold
@@ -44,4 +49,31 @@ wew
 yeld
 zar
 zlot
-bootup
+bootup
+caf
+trough
+unparseable
+newyorker
+PADD
+padds
+serie
+equipments
+inpt
+reciepts
+worl
+ois
+eror
+ags
+sie
+ons
+bilt
+oce
+aer
+addtional
+seconary
+sme
+bu
+medias
+fallow
+LEAS
+TRANSPRT

.github/scripts/noxfile.py

@@ -6,20 +6,19 @@
 
 ROOT_DIR = Path(__file__).parent.parent.parent
 PLATFORM_DIR = ROOT_DIR / "openbb_platform"
-PLATFORM_TESTS = [str(PLATFORM_DIR / p) for p in ["tests", "core", "providers", "extensions"]]
+PLATFORM_TESTS = [
+    str(PLATFORM_DIR / p) for p in ["tests", "core", "providers", "extensions"]
+]
 CLI_DIR = ROOT_DIR / "cli"
 CLI_TESTS = CLI_DIR / "tests"
 
 
 @nox.session(python=["3.10", "3.11", "3.12", "3.13", "3.14"])
 def unit_test_platform(session):
     """Run the test suite."""
-    session.install("poetry")
+    session.install("uv")
     session.run(
-        "python",
-        str(PLATFORM_DIR / "dev_install.py"),
-        "-e",
-        external=True,
+        "python", str(PLATFORM_DIR / "dev_install.py"), "--routers", external=True
     )
     session.install("pytest")
     session.install("pytest-cov")
@@ -36,13 +35,9 @@ def unit_test_platform(session):
 @nox.session(python=["3.10", "3.11", "3.12", "3.13", "3.14"])
 def unit_test_cli(session):
     """Run the test suite."""
-    session.install("poetry")
+    session.install("uv")
     session.run(
-        "python",
-        str(PLATFORM_DIR / "dev_install.py"),
-        "-e",
-        "--cli",
-        external=True,
+        "python", str(PLATFORM_DIR / "dev_install.py"), "--routers", external=True
     )
     session.install("pytest")
     session.install("pytest-cov")

.github/scripts/summarize_changelog.py

@@ -23,7 +23,9 @@ def fetch_pr_details(owner: str, repo: str, pr_number: str, github_token: str) -
     return {}
 
 
-def parse_and_fetch_pr_details(markdown_text: str, owner: str, repo: str, github_token: str) -> dict[str, str]:
+def parse_and_fetch_pr_details(
+    markdown_text: str, owner: str, repo: str, github_token: str
+) -> dict[str, str]:
     """Parse the markdown text and fetch details of PRs mentioned in the text."""
     sections = re.split(r"\n## ", markdown_text)
     categories: dict[str, str] = {}
@@ -46,7 +48,9 @@ def parse_and_fetch_pr_details(markdown_text: str, owner: str, repo: str, github
                         "body": re.sub(r"\s+", " ", pr_details["body"].strip()).strip(),
                     }
                 except Exception as e:
-                    logging.error("Failed to fetch PR details for PR #%s: %s", pr_number, e)
+                    logging.error(
+                        "Failed to fetch PR details for PR #%s: %s", pr_number, e
+                    )
                 if category_name in categories:
                     categories[category_name].append(pr_info)  # type: ignore
                 else:
@@ -55,7 +59,9 @@ def parse_and_fetch_pr_details(markdown_text: str, owner: str, repo: str, github
     return categories
 
 
-def insert_summary_into_markdown(markdown_text: str, category_name: str, summary: str) -> str:
+def insert_summary_into_markdown(
+    markdown_text: str, category_name: str, summary: str
+) -> str:
     """Insert a summary into the markdown text directly under the specified category name."""
     marker = f"## {category_name}"
     if marker in markdown_text:
@@ -66,7 +72,12 @@ def insert_summary_into_markdown(markdown_text: str, category_name: str, summary
         if newline_pos != -1:
             # Insert the summary right after the newline that follows the category name
             # Ensuring it's on a new line and followed by two newlines before any subsequent content
-            updated_markdown = markdown_text[: newline_pos + 1] + "\n" + summary + markdown_text[newline_pos + 1 :]
+            updated_markdown = (
+                markdown_text[: newline_pos + 1]
+                + "\n"
+                + summary
+                + markdown_text[newline_pos + 1 :]
+            )
         else:
             # If there's no newline (e.g., end of file), just append the summary
             updated_markdown = markdown_text + "\n\n" + summary + "\n"
@@ -78,15 +89,15 @@ def insert_summary_into_markdown(markdown_text: str, category_name: str, summary
 
 def summarize_text_with_openai(text: str, openai_api_key: str) -> str:
     """Summarize text using OpenAI's GPT model."""
-    from openai import OpenAI  # pylint: disable=C0415
+    from openai import OpenAI
 
     openai = OpenAI(api_key=openai_api_key)
     response = openai.chat.completions.create(
         model="gpt-4",  # noqa: E501
         messages=[
             {
                 "role": "system",
-                "content": "Summarize the following text in a concise way to describe what happened in the new release. This will be used on top of the changelog to provide a high-level overview of the changes. Make sure it is well-written, concise, structured and that it captures the essence of the text. It should read like a concise story.",  # noqa: E501 # pylint: disable=C0301
+                "content": "Summarize the following text in a concise way to describe what happened in the new release. This will be used on top of the changelog to provide a high-level overview of the changes. Make sure it is well-written, concise, structured and that it captures the essence of the text. It should read like a concise story.",  # noqa: E501
             },
             {"role": "user", "content": text},
         ],
@@ -128,11 +139,13 @@ def summarize_changelog_v2(
             aggregated_text = "\n".join(
                 [
                     f"- {pr['title']}: {re.sub(pattern, '', pr['body'])}"  # type: ignore
-                    for pr in categories[category_of_interest]  # type: ignore
+                    for pr in categories[category_of_interest]
                 ]
             )
             summary = summarize_text_with_openai(aggregated_text, openai_api_key)
-            updated_markdown = insert_summary_into_markdown(updated_markdown, category_of_interest, summary)
+            updated_markdown = insert_summary_into_markdown(
+                updated_markdown, category_of_interest, summary
+            )
 
     with open(changelog_v2, "w") as file:
         logging.info("Writing updated file: %s", changelog_v2)
@@ -141,7 +154,9 @@ def summarize_changelog_v2(
 
 if __name__ == "__main__":
     if len(sys.argv) < 3:
-        logging.error("Usage: python summarize_changelog.py <github_token> <openai_api_key>")
+        logging.error(
+            "Usage: python summarize_changelog.py <github_token> <openai_api_key>"
+        )
         sys.exit(1)
 
     token = sys.argv[1]

.github/workflows/README.md

@@ -73,19 +73,16 @@ The first job, `code-linting`, runs on an Ubuntu machine and performs several li
 - Checking out the code from the repository
 - 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
 - Running `codespell` to check the spelling of comments, strings, and variable names
-- Running `ruff` to check the use of Python
-- Running `pylint` to perform static analysis of the code
-- Running `mypy` to check the type annotations
-- Running `pydocstyle` to check the docstrings
+- Running `black` to check the code formatting
+- Running `ruff` to lint the code (replaces pylint, isort, flake8, and pydocstyle)
+- Running `ty` to check the type annotations
 
 The second job, `markdown-link-check`, runs on an Ubuntu machine and performs linting of the markdown files in the repository. It uses a Docker container `avtodev/markdown-lint` to perform the linting.
 
 ## 🏷️ Pull Request Labels
 
-Automatic labelling of pull requests.
+Validate that pull requests do not include the `do not merge` label.
 
 ## 🚉 Integration test Platform (API)
 

.github/workflows/codeql.yml

@@ -13,11 +13,11 @@ name: "CodeQL Advanced"
 
 on:
   push:
-    branches: [ "develop", "PR-review", "gh-pages", "main" ]
+    branches: [ "develop", "PR-review", "gh-pages", "main", "v5" ]
     paths-ignore:
       - 'cookiecutter/**'
   pull_request:
-    branches: [ "develop", "PR-review", "gh-pages", "main" ]
+    branches: [ "develop", "PR-review", "gh-pages", "main", "v5" ]
     paths-ignore:
       - 'cookiecutter/**'
   schedule:

.github/workflows/gh-pr-labels.yml

@@ -11,18 +11,9 @@ jobs:
       contents: read
       pull-requests: write
     steps:
-      # - uses: mheap/github-action-required-labels@v5
-      #   with:
-      #     mode: minimum
-      #     count: 1
-      #     labels: "guides, bug, build, docker, docs, feat XS, feat S, feat M, feat L, feat XL, help wanted, refactor, tests, dependencies, release"
       - uses: mheap/github-action-required-labels@0ac283b4e65c1fb28ce6079dea5546ceca98ccbe # v5
         with:
           mode: exactly
           count: 0
           labels: "do not merge"
 
-      - name: 🏷️ Label OpenBB Platform PRs
-        uses: srvaroa/labeler@e8fbb2561481ef6e711a770f0234e9379dc76892 # master
-        env:
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}