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V5#7489

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deeleeramone wants to merge 53 commits into
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v5
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V5#7489
deeleeramone wants to merge 53 commits into
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v5

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@deeleeramone deeleeramone commented May 4, 2026

This PR is a placeholder for visibility of changes being added to the V5 branch.

V5 of OpenBB introduces several breaking changes.

Breaking Changes

  • Build system now relies on hatchling and is fully PEP-compliant.
  • CLI no longer defaults to interactive TTY mode, use openbb -i to retain the legacy behavior.
  • API POST request params are now exclusively body.
  • IMF router path renamed from imf_utilities to imf.
  • OECD router path renamed from oecd_utilities to oecd.
  • SEC caches consolidated to single DiskCache instance.

Extensions Removed

  • openbb-wsj
  • openbb-stockgrid
  • openbb-biztoc
  • openbb-alpha-vantage
  • openbb-benzinga

Additions

  • openbb.toml config file and layered settings loader.
  • openbb-cli .spec files and Python project codegen.
  • openbb-cli remote server dispatchers for ingestion/codegen/execution against OpenAPI and Socrata Soda APIs.
  • openbb-api support for .spec and config files
  • openbb-mcp support for .spec and config files, CLI tools.
  • openbb-technical endpoint expansion.
  • openbb-quantitative add GARCH model, add heat map chart for factor exposure.
  • openbb-news adds a configurable RSS endpoint (configured in openbb.toml).
  • openbb-bls adds 100+ widgets and 5 Workspace apps.
  • 100% test coverage.

V5 PRs

* initial refactor

* ruff does not dictate style

* unresolved imports in test action

* fix general linting

* resolve pandas imports for actions run

* httpx in test workflow

* pytest-asyncio in test workflow

* pandas.Index(...)

* max version for windows CI is 3.14

* remove temp refactor files that shouldn't have been committed:

* use ruff format instead of black

* formatting and typing

* tab space helper

* test fixtures..

* ty check
* increase test coverage to exercise 100% of the testable code path in openbb-core

* model_fields syntax cleanup

* set the environment variable for CI runs

* run codeql on v5 branch

* more CI env setup

* cleanup redundant files

* ruff

* dedupe workflow trigger

* some windows coverage missing

* ubuntu integration test job

* more windows coverage

* test_reference_generator

* test_docstring_generator

* remove line no references from test function docstrings

* clean useless comments from test files

* fix polars type check

* fix test_obbject

* fix test_obbject
@deeleeramone deeleeramone added do not merge Label to prevent pull request merge platform OpenBB Platform V5 PRs and issues for ODP V5 labels May 4, 2026
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github-actions Bot commented May 4, 2026

Invalid branch name for a Pull Request to be merged to branch. Branches must follow the GitFlow naming convention. Please review our branch naming guidelines.

…penbb.toml) (#7492)

* add backwards-compatible layered config system

* fix path reference in windows test

* need python version-aware handling in docstring generator
deeleeramone and others added 15 commits May 11, 2026 15:22
…ging (#7413)

* stash some changes

* add more robust testing

* mypy

* point PR at V5

* introduce spec file

* codespell

* test fix

* fix workflow environment setup

* fix workflow environment setup

* fix workflow environment setup

* add pyyaml to dependencies

* split lint jobs

* fix workflow environment setup

* fix workflow environment setup

* workflow env setup

* workflow env setup

* clean up code comments

* add auth hook entrypoints

* codespell

* add codegen feature

* codespell

* move _unpack into dispatchers for consistency with codegen packages

* surface nested models in the response

* fix missing coverage in CI

* socrata updates

* test fix

* detect plotly output

* add --include and --exclude flags from generate-extension command

* refactor openbb-platform-api for V5 operations and spec file handling

* delete poetry.lock

* add test workflow

* add temp branch id for test workflow

* add httpx to dev dependencies

* add a conftest.py

* tweak conftest

* tweak conftest

* python 3.10 issues

* more python 3.10

* more python 3.10

* more python 3.10

* more python 3.10

* fix url template resolution

* multi-spec support

* fix a windows path issue

* merge branch develop

* table builder, integration tests, and more

* linting

* merge branch develop

* bit of cleanup

* some more updates, cleanup, and apps.json

* codespell

* black

* integration test params and linting

* mypy

* pylint

* black

* more pylint

* recapture teest cassettes

* black again

* more linting

* table presentation choices

* black

* fix merge conflict

* split up metadata module and reformat cache to use msgpack

* mypy

* regenerate lock file

* use json and include dependencies to make openbb-oecd a standalone install

* pylint

* more linting

* serve metadata as dependency instead of assign and initialize

* fix integration_tests_testers to not count dependency injections as paramters

* add assets to git ignore

* ruff

* v5 refactor and publish workflow

* test coverage and ty fixes

* codespell

* update lock file

* workflow setup

* ty check

* workflow setup

* Scope PR to OECD changes only

Restore non-OECD files in the diff against v5 to their v5 state. The
branch was originally created off feature/cli-2 and inherited 186 files
of unrelated changes (cli, agent_server, mcp_server, platform_api,
core/, .github/workflows/* not oecd). Those have nothing to do with the
openbb-oecd v5 refactor and were polluting the PR diff.

* scope cleanup: include leaked v5-resident files (general-linting workflow, platform_api test fixtures)

---------

Co-authored-by: deeleeramone <>
Co-authored-by: Copilot <copilot@github.com>
* rename oecd_utils to oecd and populate all models there when openbb-economy is not installed

* linting
deeleeramone and others added 21 commits May 25, 2026 22:31
* refactor imf extension for V5

* codespell

* fix some python 3.10 items

* return self on copy of metadata object
…point (#7507)

* refactor news for v5 and add rss endpoint

* remove poetry.lock

---------

Co-authored-by: deeleeramone <>
* refactor quantitative for v5

* add factors endpoint and add a few charts

---------

Co-authored-by: deeleeramone <>
…ts (#7502)

* refactor openbb-technical for v5

* forward refs

* linting

* no python 3.15 in test matrix

* reame

* ty

* move all params to body

---------

Co-authored-by: deeleeramone <>
* remove wsj provider and related code

* purge from metadata
* delete alpha vantage

* more files

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* delete benzinga

* more references

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* refactor bls for v5, add 100 widgets

* some CI fixes

* no python 3.15

* fix missing dev group in pyproject.toml

* more pyproject fallout

* action
Co-authored-by: deeleeramone <>
* refactor famafrench for v5

* codespell

* finishing touches

---------

Co-authored-by: deeleeramone <>
…Spec Files + Codegen (#7433)

* stash some changes

* add more robust testing

* mypy

* point PR at V5

* introduce spec file

* codespell

* test fix

* fix workflow environment setup

* fix workflow environment setup

* fix workflow environment setup

* add pyyaml to dependencies

* split lint jobs

* fix workflow environment setup

* fix workflow environment setup

* workflow env setup

* workflow env setup

* clean up code comments

* add auth hook entrypoints

* codespell

* add codegen feature

* codespell

* move _unpack into dispatchers for consistency with codegen packages

* surface nested models in the response

* fix missing coverage in CI

* socrata updates

* test fix

* detect plotly output

* add --include and --exclude flags from generate-extension command

* cap test matrix at python 3.14

* no useless comments

* platform controller command description split

* merge URL overloads from path params

* exclude none and unset from model dump

---------

Co-authored-by: deeleeramone <>
Co-authored-by: Copilot <copilot@github.com>
Comment thread cli/tests/test_dispatchers_openapi_schema.py Dismissed
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