OpenBB Files

Thank you and welcome to our new contributors 🔥

@MagnusS0

Summary 🎉

The release of 4.4.5 includes new extensions, endpoints, and functionality; security and package updates; along with general bug fixes.

🚨 OpenBB Platform Breaking Changes

• This version introduces a deprecation warning for Python 3.9 - support for this version will be dropped later this year.
• File logging service is now disabled by default, the logging module is no longer initialized on startup.
• Set "logging_suppress": false, in system_settings.json, to enable.
• The endpoint, obb.economy.port_volume, is now deprecated and moved to: obb.economy.shipping.port_volume

🚨 Dependency Changes

• openbb-charting has been updated to use Plotly V6
• pytest-recorder now has a record_curl marker for capturing unit test cassettes for HTTP requests via curl-adapter
• Code for Posthog has been completely removed from openbb-core, dependency was removed.
• Requests library has been bumped to the latest, addressing security vulnerabilities.
• Ruff has been bumped to the latest.

🆕 New Extensions

• openbb-famafrench - Implementation of the Ken French Data Library
• Combined Provider and Router extension

• Adds route, obb.famafrench, with endpoints:

  • breakpoints
  • country_portfolio_returns
  • factor_choices <-- Utility function serving choices to the OpenBB Workspace widget
  • factors
  • international_index_returns
  • regional_portfolio_returns
  • us_portfolio_returns

• openbb-mcp-server - Implementation of FastMCP

• Wraps the OpenBB API endpoints as MCP tools.
• Launch with the default config, openbb-mcp
• See README for details.

🆕 New Endpoints

openbb-imf has been expanded to include data from Port Watch

• A shipping route to the obb.economy router, includes 4 endpoints:

• obb.economy.shipping.chokepoint_info (chart)

• obb.economy.shipping.chokepoint_volume
• obb.economy.shipping.port_info (chart)

• obb.economy.shipping.port_volume

• A POST endpoint has been added to the obb.derivatives.options router:

• obb.derivatives.options.surface
  • POST the chains data response object to the endpoint and return a table suitable for constructing 3-D surface charts.
  • Optionally, return a chart (requires openbb-charting)
  • Import the chart function directly: from openbb_charting.charts.generic_charts import surface3d

🆕 New OpenBB Workspace App

• openbb-nasdaq now has a standalone application for OpenBB Workspace, with a focus on SEC filing documents - formatted as PDF.
• Start with: openbb-api --app openbb_nasdaq.app:main --factory

🦋 OpenBB Platform Enhancements

• API keys and credentials can now be defined as environment variables.
• Use the UPPER_CASE equivalent to the provider's credential.
• Enhancements to the openbb-api backend launcher. See the README

🚀 Pull Requests

• [Feature] IMF Port Watch in https://github.com/OpenBB-finance/OpenBB/pull/7134
• [Feature] Add Workspace App To openbb-nasdaq For Company Filings As PDFs in https://github.com/OpenBB-finance/OpenBB/pull/7135
• [BugFix] Fix TMX Request Timeout Configuration in https://github.com/OpenBB-finance/OpenBB/pull/7142
• [BugFix] Update openbb-yfinance tests to use new pytest curl adapter extension by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7151
• [BugFix] openbb-build Catch CalledProcessError and improve error handling. by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7150
• [Feature] Update FOMC Documents Workspace App by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7153
• [BugFix] Fix Failing Yield Curve Chart by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7154
• [Feature] Disable LoggingService by Default by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7157
• [Feature] Add mcp_server to openbb_core api by @MagnusS0 in https://github.com/OpenBB-finance/OpenBB/pull/7094
• [Feature] Add Omni Widget Input and Response Models to openbb-platform-api. by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7155
• [Feature] Add Credentials From Environment If Provided by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7159
• [BugFix] Nasdaq Company Filings Workspace App: Fix Multi-File Viewer Deprecation Warning by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7152
• [Feature] Future Warning For Discontinued Support For Python 3.9 by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7158
• [BugFix] Fix obb.quantitative.capm: Name in zipfile.open is Case-Sensitive by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7161
• [BugFix] Cleanup Test Imports by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7162
• [BugFix] openbb-charting: Fix Margin In Serialized Chart Output by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7164
• [Feature] Bump Ruff To 0.12 by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7165
• [Feature] Add Volatility Surface POST processing and Chart by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7143
• [BugFix] MCP - expose correct header for session id by @MagnusS0 in https://github.com/OpenBB-finance/OpenBB/pull/7160
• [Feature] Add Fama-French Data Library by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7163
• [Feature] Add PLC0415 To Ruff Ignore by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7166
• [BugFix] obb.famafrench.breakpoints - Fix Bad Widget Param Options by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7168
• [BugFix] FixSecForm13FHRFetcher: TypeError: Expected numeric dtype, got object instead. by @deeleeramone in https://github.com/OpenBB-finance/OpenBB/pull/7171

Full Changelog: https://github.com/OpenBB-finance/OpenBB/compare/4.4.4...4.4.5

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