[Feature] Remove Python 3.9

.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/test-unit-cli.yml

@@ -21,7 +21,7 @@ jobs:
 
         matrix:
           python_version:
-            ["3.9", "3.10", "3.11", "3.12", "3.13"]
+            ["3.10", "3.11", "3.12", "3.13"]
     steps:
       - name: Checkout code
         uses: actions/checkout@v4

.github/workflows/test-unit-platform.yml

@@ -21,7 +21,7 @@ jobs:
 
         matrix:
           python_version:
-            ["3.9", "3.10", "3.11", "3.12", "3.13"]
+            ["3.10", "3.11", "3.12", "3.13"]
     steps:
       - name: Checkout code
         uses: actions/checkout@v4

assets/scripts/generate_extension_data.py

@@ -3,7 +3,7 @@
 from importlib import import_module
 from json import dump
 from pathlib import Path
-from typing import Any, Dict, List
+from typing import Any
 
 from poetry.core.pyproject.toml import PyProjectTOML
 
@@ -21,11 +21,11 @@ def to_title(string: str) -> str:
     return " ".join(string.split("_")).title()
 
 
-def get_packages(path: Path, plugin_key: str) -> Dict[str, Any]:
+def get_packages(path: Path, plugin_key: str) -> dict[str, Any]:
     """Get packages."""
     SKIP = ["tests", "__pycache__"]
     folders = [f for f in path.glob("*") if f.is_dir() and f.stem not in SKIP]
-    packages: Dict[str, Any] = {}
+    packages: dict[str, Any] = {}
     for f in folders:
         pyproject = PyProjectTOML(Path(f, "pyproject.toml"))
 
@@ -51,23 +51,19 @@ def to_camel(string: str):
     return components[0] + "".join(x.title() for x in components[1:])
 
 
-def create_item(package_name: str, obj: object, obj_attrs: List[str]) -> Dict[str, Any]:
+def create_item(package_name: str, obj: object, obj_attrs: list[str]) -> dict[str, Any]:
     """Create dictionary item from object attributes."""
-    pkg_spec = OPENBB_PLATFORM_TOML.data["tool"]["poetry"]["dependencies"].get(
-        package_name
-    )
+    pkg_spec = OPENBB_PLATFORM_TOML.data["tool"]["poetry"]["dependencies"].get(package_name)
     optional = pkg_spec.get("optional", False) if isinstance(pkg_spec, dict) else False
     item = {"packageName": package_name, "optional": optional}
-    item.update(
-        {to_camel(a): getattr(obj, a) for a in obj_attrs if getattr(obj, a) is not None}
-    )
+    item.update({to_camel(a): getattr(obj, a) for a in obj_attrs if getattr(obj, a) is not None})
     return item
 
 
 def generate_provider_extensions() -> None:
     """Generate providers_extensions.json."""
     packages = get_packages(PROVIDERS_PATH, "openbb_provider_extension")
-    data: List[Dict[str, Any]] = []
+    data: list[dict[str, Any]] = []
     obj_attrs = [
         "repr_name",
         "description",
@@ -91,7 +87,7 @@ def generate_provider_extensions() -> None:
 def generate_router_extensions() -> None:
     """Generate router_extensions.json."""
     packages = get_packages(EXTENSIONS_PATH, "openbb_core_extension")
-    data: List[Dict[str, Any]] = []
+    data: list[dict[str, Any]] = []
     obj_attrs = ["description"]
     for pkg_name, details in sorted(packages.items()):
         plugin = details.get("plugin", "")
@@ -107,7 +103,7 @@ def generate_router_extensions() -> None:
 def generate_obbject_extensions() -> None:
     """Generate obbject_extensions.json."""
     packages = get_packages(OBBJECT_EXTENSIONS_PATH, "openbb_obbject_extension")
-    data: List[Dict[str, Any]] = []
+    data: list[dict[str, Any]] = []
     obj_attrs = ["description"]
     for pkg_name, details in sorted(packages.items()):
         plugin = details.get("plugin", "")

build/conda/installer/assets/examples/empty_obbject/pyproject.toml

@@ -7,7 +7,7 @@ readme = "README.md"
 packages = [{ include = "empty_obbject" }]
 
 [tool.poetry.dependencies]
-python = "^3.9.21,<3.14"
+python = ">=3.10,<3.14"
 openbb-core = "^1.4.6"
 
 [build-system]

build/conda/installer/assets/examples/empty_provider/pyproject.toml

@@ -7,7 +7,7 @@ readme = "README.md"
 packages = [{ include = "empty_provider" }]
 
 [tool.poetry.dependencies]
-python = "^3.9.21,<3.14"
+python = ">=3.10,<3.14"
 openbb-core = "^1.4.6"
 
 [build-system]

build/conda/installer/assets/examples/empty_router/pyproject.toml

@@ -7,7 +7,7 @@ readme = "README.md"
 packages = [{ include = "empty_router" }]
 
 [tool.poetry.dependencies]
-python = "^3.9.21,<3.14"
+python = ">=3.10,<3.14"
 openbb-core = "^1.4.6"
 
 [build-system]

build/conda/installer/assets/openbb_platform_installer/pyproject.toml

@@ -15,7 +15,7 @@ packages = [{ include = "openbb_platform_installer" }]  # Update accordingly - t
 openbb-update = "openbb_platform_installer.update:main"
 
 [tool.poetry.dependencies]
-python = ">=3.9.21,<3.14"
+python = ">=3.10,<3.14"
 openbb-platform-api = "^1.1.8"
 
 [tool.poetry.group.openbb-all]

cli/integration/test_integration_base_controller.py

@@ -9,7 +9,7 @@
 # pylint: disable=unused-variable, redefined-outer-name
 
 
-class TestController(BaseController):
+class DummyController(BaseController):
     """Test controller for the BaseController."""
 
     PATH = "/test/"
@@ -22,7 +22,7 @@ def print_help(self):
 def base_controller():
     """Set up the environment for each test function."""
     session = Session()  # noqa: F841
-    controller = TestController()
+    controller = DummyController()
     return controller
 
 
@@ -52,7 +52,7 @@ def test_check_path_invalid(base_controller):
 def test_parse_input(base_controller):
     """Test the parse_input method."""
     input_str = "/equity/price/help"
-    expected_output = ["", "equity", "price", "help"]
+    expected_output = ["equity", "price", "help"]
     assert (
         base_controller.parse_input(input_str) == expected_output
     ), "Input parsing failed"

cli/integration/test_integration_hub_service.py

@@ -44,7 +44,6 @@ def test_upload_routine_timeout(auth_header, routine_data):
     with patch(
         "requests.post", side_effect=requests.exceptions.Timeout
     ) as mocked_post:  # noqa: F841
-
         response = upload_routine(auth_header, **routine_data)
 
         assert response is None
@@ -56,7 +55,6 @@ def test_upload_routine_connection_error(auth_header, routine_data):
     with patch(
         "requests.post", side_effect=requests.exceptions.ConnectionError
     ) as mocked_post:  # noqa: F841
-
         response = upload_routine(auth_header, **routine_data)
 
         assert response is None

cli/openbb_cli/argparse_translator/argparse_argument.py

@@ -2,10 +2,7 @@
 
 from typing import (
     Any,
-    List,
     Literal,
-    Optional,
-    Tuple,
 )
 
 from pydantic import BaseModel, model_validator
@@ -22,9 +19,9 @@ class ArgparseArgumentModel(BaseModel):
     default: Any
     required: bool
     action: Literal["store_true", "store"]
-    help: Optional[str]
-    nargs: Optional[Literal["+"]]
-    choices: Optional[Tuple]
+    help: str | None
+    nargs: Literal["+"] | None
+    choices: tuple | None
 
     @model_validator(mode="after")  # type: ignore
     @classmethod
@@ -60,4 +57,4 @@ class ArgparseArgumentGroupModel(BaseModel):
     """Pydantic model for a custom argument group."""
 
     name: str
-    arguments: List[ArgparseArgumentModel]
+    arguments: list[ArgparseArgumentModel]