Merge pull request #7297 from OpenBB-finance/release/4.6.0

[Release] OpenBB v.4.6.0

Author: deeleeramone

.codespell.skip

@@ -13,11 +13,19 @@
 *.scss
 *.txt
 *.yaml
+*.cdx.xml
 ./build/pyinstaller
 ./**/node_modules
 ./frontend-components/**
+./cookiecutter/**
 ./openbb_platform/providers/econdb/openbb_econdb/utils/helpers.py
 ./openbb_platform/core/openbb/package/**
 ./openbb_platform/providers/imf/openbb_imf/utils/constants.py
 ./openbb_platform/extensions/economy/openbb_economy/economy_views.py
-./openbb_platform/providers/fmp/openbb_fmp/models/calendar_ipo.py
+./openbb_platform/providers/fmp/openbb_fmp/models/calendar_ipo.py
+./openbb_platform/providers/imf/openbb_imf/models/consumer_price_index.py
+./openbb_platform/providers/government_us/openbb_government_us/utils/psd_codes.py
+./desktop/src-tauri/src/tauri_handlers/startup.rs
+./desktop/src/routes/environments.tsx
+./desktop/src/tests/routes/installation-progress.test.tsx
+./desktop/src/tests/routes/index.test.tsx

.coveragerc

@@ -4,4 +4,5 @@ omit =
     tests/*
     **/tests/**
     **/package/**
+    cookiecutter/**
 source = .

.github/codeql/desktop-only.yml

@@ -0,0 +1,3 @@
+name: desktop-only
+paths:
+  - desktop/**

.github/scripts/noxfile.py

@@ -6,51 +6,42 @@
 
 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=["3.9", "3.10", "3.11", "3.12", "3.13"])
+@nox.session(python=["3.10", "3.11", "3.12", "3.13"])
 def unit_test_platform(session):
     """Run the test suite."""
-    session.install("poetry", "toml")
+    session.install("poetry")
     session.run(
         "python",
         str(PLATFORM_DIR / "dev_install.py"),
         "-e",
-        "all",
         external=True,
     )
     session.install("pytest")
     session.install("pytest-cov")
 
-    # Determine if we should ignore mcp_server tests based on Python version
-    ignore_args = []
-    if session.python == "3.9":
-        ignore_args = ["--ignore=" + str(PLATFORM_DIR / "extensions/mcp_server/tests")]
-
     session.run(
         "pytest",
         *PLATFORM_TESTS,
-        *ignore_args,
         f"--cov={PLATFORM_DIR}",
         "-m",
         "not integration",
     )
 
 
-@nox.session(python=["3.9", "3.10", "3.11", "3.12", "3.13"])
+@nox.session(python=["3.10", "3.11", "3.12", "3.13"])
 def unit_test_cli(session):
     """Run the test suite."""
-    session.install("poetry", "toml")
+    session.install("poetry")
     session.run(
         "python",
         str(PLATFORM_DIR / "dev_install.py"),
         "-e",
-        "all",
+        "--cli",
         external=True,
     )
     session.install("pytest")

.github/scripts/process_changelog.py

@@ -29,29 +29,17 @@ def process_changelog(file_path, release_pr_number):
             pr_occurrences[pr_number].append(i)
 
     # Set of indices to remove: includes all but last occurrence of each PR number
-    to_remove = {
-        i
-        for pr, indices in pr_occurrences.items()
-        if len(indices) > 1
-        for i in indices[:-1]
-    }
+    to_remove = {i for pr, indices in pr_occurrences.items() if len(indices) > 1 for i in indices[:-1]}
     # Also remove any PR entries less than or equal to the specified release PR number
-    to_remove.update(
-        i
-        for pr, indices in pr_occurrences.items()
-        for i in indices
-        if pr <= release_pr_number
-    )
+    to_remove.update(i for pr, indices in pr_occurrences.items() for i in indices if pr <= release_pr_number)
 
     # Filter out lines marked for removal
     processed_lines = [line for i, line in enumerate(lines) if i not in to_remove]
 
     # Final sweep: Ensure no missed duplicates, keeping only the last occurrence
     final_lines = []
     seen_pr_numbers = set()  # Track seen PR numbers to identify duplicates
-    for line in reversed(
-        processed_lines
-    ):  # Start from the end to keep the last occurrence
+    for line in reversed(processed_lines):  # Start from the end to keep the last occurrence
         match = re.search(r"\(#(\d+)\)", line)
         if match:
             pr_number = int(match.group(1))
@@ -72,9 +60,7 @@ def process_changelog(file_path, release_pr_number):
 if __name__ == "__main__":
     # Ensure correct command line arguments
     if len(sys.argv) < 3:
-        logging.error(
-            "Usage: python process_changelog.py <changelog_file> <release_pr_number>"
-        )
+        logging.error("Usage: python process_changelog.py <changelog_file> <release_pr_number>")
         sys.exit(1)
 
     file_path = sys.argv[1]

.github/scripts/summarize_changelog.py

@@ -3,7 +3,6 @@
 import logging
 import re
 import sys
-from typing import Dict
 
 import requests
 
@@ -24,12 +23,10 @@ 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] = {}
+    categories: dict[str, str] = {}
 
     for section in sections:
         split_section = section.split("\n", 1)
@@ -49,9 +46,7 @@ def parse_and_fetch_pr_details(
                         "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:
@@ -60,9 +55,7 @@ def parse_and_fetch_pr_details(
     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:
@@ -73,12 +66,7 @@ def insert_summary_into_markdown(
         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"
@@ -144,9 +132,7 @@ def summarize_changelog_v2(
                 ]
             )
             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)
@@ -155,9 +141,7 @@ 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/build-desktop-osx64.yml

@@ -0,0 +1,120 @@
+name: build-macos-x64
+
+on:
+  workflow_call:
+    inputs:
+      release:
+        required: false
+        type: boolean
+        default: false
+  workflow_dispatch:
+    inputs:
+      release:
+        description: 'Set to true to create a release build'
+        required: false
+        type: boolean
+        default: false
+
+jobs:
+  build-and-sign:
+    runs-on: "macos-15-intel"
+    permissions:
+      contents: write
+    defaults:
+      run:
+        working-directory: desktop
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v3
+
+      - name: Import Code Signing Certificate
+        uses: apple-actions/import-codesign-certs@v3
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          MACOS_CERTIFICATE: ${{ secrets.MACOS_CERTIFICATE }}
+          MACOS_CERTIFICATE_PWD: ${{ secrets.MACOS_CERTIFICATE_PWD }}
+        with:
+          p12-file-base64: ${{ secrets.MACOS_CERTIFICATE }}
+          p12-password: ${{ secrets.MACOS_CERTIFICATE_PWD }}
+
+      - name: Setup Cargo Cache
+        uses: actions/cache@v4
+        with:
+          path: |
+            ~/.cargo/registry
+            ~/.cargo/git
+          key: macos-x64-cargo-registry-${{ hashFiles('desktop/**/Cargo.lock') }}
+          restore-keys: |
+            macos-x64-cargo-registry-
+
+      - name: Setup Node Cache
+        uses: actions/cache@v4
+        with:
+          path: ~/.npm
+          key: macos-x64-node-${{ hashFiles('desktop/**/package-lock.json') }}
+          restore-keys: |
+            macos-x64-node-
+
+      - name: Setup Node
+        uses: actions/setup-node@v4
+        with:
+          node-version: lts/*
+
+      - name: Install cyclonedx-npm
+        run: npm install -g @cyclonedx/cyclonedx-npm
+
+      - name: install Rust stable
+        uses: dtolnay/rust-toolchain@stable
+        with:
+          targets: "x86_64-apple-darwin"
+
+      - name: Install Modules
+        run: |
+          npm install
+          cyclonedx-npm --output-format XML --gather-license-texts --output-file src-tauri/open-data-platform-SBOM-npm.cdx.xml
+
+      - name: Install cargo-cyclonedx
+        run: |
+          cargo install cargo-cyclonedx
+          cargo cyclonedx
+          if [ -f "src-tauri/openbb-platform.cdx.xml" ]; then
+            mv src-tauri/openbb-platform.cdx.xml "src-tauri/open-data-platform-SBOM-cargo.cdx.xml"
+          fi
+
+      - name: Build Tauri App
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          APPLE_CERTIFICATE: ${{ secrets.MACOS_CERTIFICATE }}
+          APPLE_CERTIFICATE_PASSWORD: ${{ secrets.MACOS_CERTIFICATE_PWD }}
+          APPLE_ID: ${{ secrets.NOTARIZE_APPLE_ID }}
+          APPLE_PASSWORD: ${{ secrets.NOTARIZE_APPLE_PWD }}
+          APPLE_TEAM_ID: ${{ secrets.NOTARIZE_APPLE_TEAM_ID }}
+          TAURI_SIGNING_PRIVATE_KEY: ${{ secrets.TAURI_SIGNING_PRIVATE_KEY }}
+          TAURI_SIGNING_PRIVATE_KEY_PASSWORD: ${{ secrets.TAURI_SIGNING_PRIVATE_KEY_PASSWORD }}
+        run: npm run tauri build
+
+      - name: Rename artifacts
+        run: |
+          VERSION=$(jq -r .version src-tauri/tauri.conf.json)
+          cd target/release/bundle/dmg
+          for file in *.dmg; do mv "$file" "Open-Data-Platform_${VERSION}_x86_64.dmg"; done
+          cd ../macos
+          for file in *.app.tar.gz; do mv "$file" "Open-Data-Platform_${VERSION}_x86_64.app.tar.gz"; done
+          for file in *.app.tar.gz.sig; do mv "$file" "Open-Data-Platform_${VERSION}_x86_64.app.tar.gz.sig"; done
+
+      - name: Upload Artifacts
+        uses: actions/upload-artifact@v4
+        with:
+          name: macos-x64-artifacts
+          path: |
+            desktop/target/release/bundle/dmg/*.dmg
+            desktop/target/release/bundle/macos/*.app.tar.gz
+            desktop/target/release/bundle/macos/*.app.tar.gz.sig
+
+      - name: Clean old bundle artifacts
+        if: always()
+        run: |
+          bundlePath="${{ github.workspace }}/desktop/target/release/bundle"
+          if [ -d "$bundlePath" ]; then
+            rm -rf "$bundlePath"
+          fi