From a220b6bd46b65209bb17b895b7d8db3e528048f4 Mon Sep 17 00:00:00 2001
From: dlee-bq <325002271+dlee-bq@users.noreply.github.com>
Date: Sat, 17 Oct 2026 12:09:36 -0700
Subject: [PATCH] - example.py: mark the base Example.scope field frozen so the
   Literal[api]/Literal[python] subclass overrides are covariant   read-only
 narrowings. Subclass fields stay writable at runtime. - method_definition.py,
 options_chains.py: pydantic 2.14 types   FieldInfo.annotation as
 TypeForm[Any] | None, which ty rejects in   Union[]/Annotated[] and where  is
 expected; bind it as Any.   Use
 FieldInfo.get_default(call_default_factory=True) instead of   calling the
 default_factory union directly. - economy_views.py: read data/obbject_item
 without None defaults in the   IMF shipping views. charting always sets
 obbject_item, and data is   only popped when present and not None.- finra,
 jodi, eia: annotate @asynccontextmanager/@contextmanager   functions with
 AsyncGenerator/Generator instead of the deprecated   AsyncIterator/Iterator
 return types. - charting: cast the darts forecast dataset to TimeSeries
 before   indexing so .all_values resolves instead of hitting ndarray. - fred,
 imf, nasdaq, sec, tmx: turn off invalid-attribute-override and  
 invalid-mutable-override for models/** only, following the cboe   precedent.
 Provider models extend the standard models by narrowing   query params to
 Literals or widening fields to Optional, which these   rules flag by design.

---
 openbb_platform/core/openbb_core/app/model/example.py     | 2 +-
 .../app/static/package_builder/method_definition.py       | 4 ++--
 .../provider/standard_models/options_chains.py            | 2 +-
 .../extensions/economy/openbb_economy/economy_views.py    | 8 ++++----
 .../charting/openbb_charting/core/openbb_figure.py        | 5 ++++-
 openbb_platform/providers/eia/openbb_us_eia/browsers.py   | 4 ++--
 .../providers/finra/openbb_finra/utils/client.py          | 8 ++++----
 openbb_platform/providers/fred/pyproject.toml             | 7 +++++++
 openbb_platform/providers/imf/pyproject.toml              | 7 +++++++
 .../providers/jodi/openbb_jodi/utils/helpers.py           | 4 ++--
 openbb_platform/providers/nasdaq/pyproject.toml           | 7 +++++++
 openbb_platform/providers/sec/pyproject.toml              | 7 +++++++
 openbb_platform/providers/tmx/pyproject.toml              | 7 +++++++
 13 files changed, 55 insertions(+), 17 deletions(-)

diff --git a/openbb_platform/core/openbb_core/app/model/example.py b/openbb_platform/core/openbb_core/app/model/example.py
index 6a0abfb38fca..b3f631b21481 100644
--- a/openbb_platform/core/openbb_core/app/model/example.py
+++ b/openbb_platform/core/openbb_core/app/model/example.py
@@ -18,7 +18,7 @@
 class Example(BaseModel):
     """Example model."""
 
-    scope: str
+    scope: str = Field(frozen=True)
 
     model_config = ConfigDict(validate_assignment=True)
 
diff --git a/openbb_platform/core/openbb_core/app/static/package_builder/method_definition.py b/openbb_platform/core/openbb_core/app/static/package_builder/method_definition.py
index c9a0a06bf874..d73cb47bc4b5 100644
--- a/openbb_platform/core/openbb_core/app/static/package_builder/method_definition.py
+++ b/openbb_platform/core/openbb_core/app/static/package_builder/method_definition.py
@@ -791,7 +791,7 @@ def format_params(  # noqa: PLR0912
                 qp_model := MethodDefinition.query_params_model(param.annotation)
             ) is not None:
                 for field_name, field in qp_model.model_fields.items():
-                    field_anno = field.annotation
+                    field_anno: Any = field.annotation
                     new_type = MethodDefinition.get_expanded_type(
                         field_name, None, field_anno
                     )
@@ -807,7 +807,7 @@ def format_params(  # noqa: PLR0912
                     if field.is_required():
                         field_default: Any = Parameter.empty
                     elif field.default_factory is not None:
-                        field_default = field.default_factory()
+                        field_default = field.get_default(call_default_factory=True)
                     else:
                         field_default = field.default
                     formatted[field_name] = Parameter(
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/options_chains.py b/openbb_platform/core/openbb_core/provider/standard_models/options_chains.py
index 6097f2c65bfb..c889b7739da6 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/options_chains.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/options_chains.py
@@ -390,7 +390,7 @@ def __get_pydantic_json_schema__(
 
         row_fields: dict[str, Any] = {}
         for field_name, field_info in cls.model_fields.items():
-            annotation = field_info.annotation
+            annotation: Any = field_info.annotation
             inner = (
                 get_args(annotation)[0]
                 if get_origin(annotation) is list
diff --git a/openbb_platform/extensions/economy/openbb_economy/economy_views.py b/openbb_platform/extensions/economy/openbb_economy/economy_views.py
index d6258c303b91..8172c9d7f9c0 100644
--- a/openbb_platform/extensions/economy/openbb_economy/economy_views.py
+++ b/openbb_platform/extensions/economy/openbb_economy/economy_views.py
@@ -567,9 +567,9 @@ def economy_shipping_chokepoint_info(
             or getattr(kwargs["charting_settings"], "chart_style", "dark")
         )
         data = (
-            kwargs.pop("data", None)
+            kwargs.pop("data")
             if "data" in kwargs and kwargs["data"] is not None
-            else kwargs.get("obbject_item")
+            else kwargs["obbject_item"]
         )
         fig = plot_chokepoint_annual_avg_vessels(data, theme=theme)
         fig.update_layout(
@@ -601,9 +601,9 @@ def economy_shipping_port_info(
             raise RuntimeError("Unable to import the required module.") from e
 
         data = (
-            kwargs.pop("data", None)
+            kwargs.pop("data")
             if "data" in kwargs and kwargs["data"] is not None
-            else kwargs.get("obbject_item")
+            else kwargs["obbject_item"]
         )
         fig = plot_port_info_map(data)
         fig.update_layout(
diff --git a/openbb_platform/obbject_extensions/charting/openbb_charting/core/openbb_figure.py b/openbb_platform/obbject_extensions/charting/openbb_charting/core/openbb_figure.py
index 9d8eec71ef34..9c5ce83055c4 100644
--- a/openbb_platform/obbject_extensions/charting/openbb_charting/core/openbb_figure.py
+++ b/openbb_platform/obbject_extensions/charting/openbb_charting/core/openbb_figure.py
@@ -11,6 +11,7 @@
     Literal,
     TypeVar,
     Union,
+    cast,
 )
 from warnings import warn
 
@@ -325,7 +326,9 @@ def _validate_x(data: ndarray | Series | type[TimeSeriesT]):
                 if forecast:  # pragma: no cover - darts forecast path (darts is an optional dependency)
                     components = list(dataset.components[:4])  # ty: ignore[unresolved-attribute]
                     values = (
-                        dataset[components].all_values(copy=False).flatten(order="F")
+                        cast("TimeSeries", dataset)[components]
+                        .all_values(copy=False)
+                        .flatten(order="F")
                     )
                     n_components = len(components)
                     n_entries = len(values) // n_components
diff --git a/openbb_platform/providers/eia/openbb_us_eia/browsers.py b/openbb_platform/providers/eia/openbb_us_eia/browsers.py
index 76187997081b..04c16d7546c9 100644
--- a/openbb_platform/providers/eia/openbb_us_eia/browsers.py
+++ b/openbb_platform/providers/eia/openbb_us_eia/browsers.py
@@ -2,7 +2,7 @@
 
 import re
 import threading
-from collections.abc import AsyncIterator
+from collections.abc import AsyncGenerator
 from contextlib import asynccontextmanager
 from pathlib import Path
 from typing import Annotated, Any
@@ -2062,7 +2062,7 @@ async def render_browser(
 
 
 @asynccontextmanager
-async def lifespan(_app) -> AsyncIterator[None]:
+async def lifespan(_app) -> AsyncGenerator[None, None]:
     """Warm the proxy cache for the lifetime of the API, cleaning up on shutdown."""
     _schedule_warm()
     try:
diff --git a/openbb_platform/providers/finra/openbb_finra/utils/client.py b/openbb_platform/providers/finra/openbb_finra/utils/client.py
index f6aab09da18d..448aff4a0e9c 100644
--- a/openbb_platform/providers/finra/openbb_finra/utils/client.py
+++ b/openbb_platform/providers/finra/openbb_finra/utils/client.py
@@ -1,6 +1,6 @@
 """HTTP transport for the FINRA data services."""
 
-from collections.abc import AsyncIterator, Awaitable, Callable
+from collections.abc import AsyncGenerator, Awaitable, Callable
 from contextlib import asynccontextmanager
 from typing import Any
 
@@ -243,7 +243,7 @@ async def partitions(self, group: str, dataset: str) -> list[list[str]]:
 
 
 @asynccontextmanager
-async def query_api_session() -> AsyncIterator[QueryApiSession]:
+async def query_api_session() -> AsyncGenerator[QueryApiSession, None]:
     """Open a session on the public FINRA Query API.
 
     Yields
@@ -412,7 +412,7 @@ async def _trace_token(session: Any) -> str:
 
 
 @asynccontextmanager
-async def trace_session() -> AsyncIterator[TraceSession]:
+async def trace_session() -> AsyncGenerator[TraceSession, None]:
     """Open a session on the public TRACE data service.
 
     Yields
@@ -590,7 +590,7 @@ async def static_data(self, security_ids: list[str]) -> list[dict]:
 
 
 @asynccontextmanager
-async def market_data_session() -> AsyncIterator[MarketDataSession]:
+async def market_data_session() -> AsyncGenerator[MarketDataSession, None]:
     """Open a seeded session on the FINRA Market Data Center.
 
     Yields
diff --git a/openbb_platform/providers/fred/pyproject.toml b/openbb_platform/providers/fred/pyproject.toml
index f59f66f13470..1a4ea8a5a274 100644
--- a/openbb_platform/providers/fred/pyproject.toml
+++ b/openbb_platform/providers/fred/pyproject.toml
@@ -83,6 +83,13 @@ exclude = ["tests", "integration"]
 [tool.ty.rules]
 unresolved-import = "warn"
 
+[[tool.ty.overrides]]
+include = ["openbb_fred/models/**"]
+
+[tool.ty.overrides.rules]
+invalid-attribute-override = "ignore"
+invalid-mutable-override = "ignore"
+
 [tool.coverage.run]
 branch = true
 source = ["openbb_fred"]
diff --git a/openbb_platform/providers/imf/pyproject.toml b/openbb_platform/providers/imf/pyproject.toml
index 3861c4ea40ea..2edf42d25e86 100644
--- a/openbb_platform/providers/imf/pyproject.toml
+++ b/openbb_platform/providers/imf/pyproject.toml
@@ -110,6 +110,13 @@ exclude = ["tests", "integration", "openbb_imf/utils/generate_cache.py"]
 [tool.ty.rules]
 unresolved-import = "ignore"
 
+[[tool.ty.overrides]]
+include = ["openbb_imf/models/**"]
+
+[tool.ty.overrides.rules]
+invalid-attribute-override = "ignore"
+invalid-mutable-override = "ignore"
+
 [tool.pytest.ini_options]
 testpaths = ["tests"]
 addopts = "-q --strict-markers"
diff --git a/openbb_platform/providers/jodi/openbb_jodi/utils/helpers.py b/openbb_platform/providers/jodi/openbb_jodi/utils/helpers.py
index e9247761c244..acee0ba4c80e 100644
--- a/openbb_platform/providers/jodi/openbb_jodi/utils/helpers.py
+++ b/openbb_platform/providers/jodi/openbb_jodi/utils/helpers.py
@@ -14,7 +14,7 @@
 
 if TYPE_CHECKING:
     import asyncio  # noqa
-    from collections.abc import Iterator, Mapping  # noqa
+    from collections.abc import Generator, Mapping  # noqa
     from datetime import date as dateType  # noqa
     from pathlib import Path  # noqa
     from typing import IO  # noqa
@@ -361,7 +361,7 @@ def bump_checked_at(table: str, snapshot: dict) -> dict:
 
 
 @contextmanager
-def open_archive_csv(path: "Path") -> "Iterator":
+def open_archive_csv(path: "Path") -> "Generator":
     """Open the CSV stream inside a raw source file, unzipping when needed."""
     import zipfile
 
diff --git a/openbb_platform/providers/nasdaq/pyproject.toml b/openbb_platform/providers/nasdaq/pyproject.toml
index d414acadad83..e5677d7319dd 100644
--- a/openbb_platform/providers/nasdaq/pyproject.toml
+++ b/openbb_platform/providers/nasdaq/pyproject.toml
@@ -77,6 +77,13 @@ exclude = ["tests", "integration"]
 [tool.ty.rules]
 unresolved-import = "ignore"
 
+[[tool.ty.overrides]]
+include = ["openbb_nasdaq/models/**"]
+
+[tool.ty.overrides.rules]
+invalid-attribute-override = "ignore"
+invalid-mutable-override = "ignore"
+
 [tool.pytest.ini_options]
 testpaths = ["tests"]
 addopts = "-q --strict-markers"
diff --git a/openbb_platform/providers/sec/pyproject.toml b/openbb_platform/providers/sec/pyproject.toml
index 87cfaae1f13c..e55536257b6f 100644
--- a/openbb_platform/providers/sec/pyproject.toml
+++ b/openbb_platform/providers/sec/pyproject.toml
@@ -90,6 +90,13 @@ exclude = ["tests", "integration"]
 [tool.ty.rules]
 unresolved-import = "ignore"
 
+[[tool.ty.overrides]]
+include = ["openbb_sec/models/**"]
+
+[tool.ty.overrides.rules]
+invalid-attribute-override = "ignore"
+invalid-mutable-override = "ignore"
+
 [tool.pytest.ini_options]
 testpaths = ["tests"]
 addopts = "-q --strict-markers"
diff --git a/openbb_platform/providers/tmx/pyproject.toml b/openbb_platform/providers/tmx/pyproject.toml
index ee3a9f132ab5..47758e9f8487 100644
--- a/openbb_platform/providers/tmx/pyproject.toml
+++ b/openbb_platform/providers/tmx/pyproject.toml
@@ -91,6 +91,13 @@ exclude = ["tests", "integration"]
 [tool.ty.rules]
 unresolved-import = "warn"
 
+[[tool.ty.overrides]]
+include = ["openbb_tmx/models/**"]
+
+[tool.ty.overrides.rules]
+invalid-attribute-override = "ignore"
+invalid-mutable-override = "ignore"
+
 [tool.coverage.report]
 exclude_lines = ["pragma: no cover", "if TYPE_CHECKING:", "raise NotImplementedError", "@overload"]