cran version

DESCRIPTION

@@ -1,10 +1,12 @@
 Package: GetDFPData2
 Title: Reading Annual and Quarterly Financial Reports from B3
 Version: 0.5
-Date: 2020-06-11
+Date: 2021-03-19
 Authors@R: c(person("Marcelo", "Perlin", email = "marceloperlin@gmail.com", role = c("aut", "cre")),
              person("Guilherme", "Kirch", email = "guilhermekirch@gmail.com", role = c("aut")))  
-Description: Reads annual and quarterly financial reports from companies traded at B3, the Brasilian exchange <http://www.bmfbovespa.com.br/en_us/products/listed-equities-and-derivatives/equities/listed-companies.htm>. All data is downloaded and imported from CVM's ftp site <http://dados.cvm.gov.br/dados/CIA_ABERTA/>.
+Description: Reads annual and quarterly financial reports from companies traded at B3, the Brazilian exchange 
+            <http://www.b3.com.br/>. 
+            All data is downloaded and imported from CVM's public ftp site <http://dados.cvm.gov.br/dados/CIA_ABERTA/>.
 Depends:
     R (>= 3.5.0)
 Imports: 

NAMESPACE

@@ -4,6 +4,5 @@ export("%>%")
 export(export_xlsx)
 export(get_dfp_data)
 export(get_info_companies)
-export(get_itr_data)
 export(search_company)
 importFrom(magrittr,"%>%")

R/fct_download_file.R

@@ -96,7 +96,6 @@ find_dl_size <- function(url_in) {
   return(size_out)
 }
 
-
 find_file_size <- function(path) {
   info <- file.info(path)
   size <- info$size

R/fct_download_read_itr_zip_file.R

@@ -19,7 +19,7 @@ download_read_itr_zip_file <- function(url_in,
                                        companies_cvm_codes,
                                        type_docs,
                                        type_format,
-                                       cache_folder = 'gcvmd_cache',
+                                       cache_folder,
                                        clean_data) {
 
   # create folder

R/fct_export_xlsx.R

@@ -1,6 +1,6 @@
 #' Export DFP/ITR data to a xlsx file
 #'
-#' @param l_dfp A list from get_dfp_data
+#' @param l_dfp A list from get_dfp_data or get_itr_data
 #' @param f_xlsx Path to xlsx file
 #'
 #' @return A dataframe with several information about B3 companies
@@ -18,10 +18,11 @@ export_xlsx <- function(l_dfp, f_xlsx = 'GetDFPData-XLSX.xlsx') {
 
   if (my_file_ext != 'xlsx') stop('File extension for f_xlsx should be .xlsx')
 
+  message('Exporting file to ', f_xlsx)
   writexl::write_xlsx(x = l_dfp,
                       path = f_xlsx)
 
-  message(stringr::str_glue('\nArquivo salvo em {f_xlsx}.') )
+  message(stringr::str_glue('\nDone! File saved at {f_xlsx}.') )
   return(invisible(TRUE))
 
 }

R/fct_get_itr_data.R

@@ -1,5 +1,7 @@
 #' Downloads and reads ITR datasets
 #'
+#' **IN DEVELOPMENT and NOT EXPORTED (dont use it)**. Results dont seem right..
+#'
 #' The ITR (informacoes trimestrais) is the quarterly reporting system of companies
 #' traded at B3. This function will access the CVM ftp and parse all available files according to user
 #' choices
@@ -9,7 +11,6 @@
 #'  This option only applies for the DRE. Be aware that the original data only includes accumulated quarters.
 #'
 #' @return A list of tibbles, separated by column GRUPO_DFP
-#' @export
 #'
 #' @examples
 #'
@@ -85,7 +86,8 @@ get_itr_data <- function(companies_cvm_codes = NULL,
                                         clean_data = clean_data,
                                         companies_cvm_codes = companies_cvm_codes,
                                         type_docs = type_docs,
-                                        type_format = type_format))
+                                        type_format = type_format,
+                                        cache_folder = cache_folder))
 
   # do calculation of quarters
   if (individual_dre_quarters) {

R/fct_read_dfp_csv.R

@@ -22,8 +22,10 @@ read_dfp_csv <- function(file_in, clean_data) {
                            col_types = readr::cols(CD_CONTA = readr::col_character(),
                                                    VL_CONTA = readr::col_character(),
                                                    CD_CVM = readr::col_number()),
-                           locale = readr::locale(decimal_mark = ',', encoding = 'Latin1'),
-                           progress = FALSE) %>%
+                           locale = readr::locale(decimal_mark = ',',
+                                                  encoding = 'Latin1'),
+                           progress = FALSE,
+                           quote = '\\"') %>%
       dplyr::mutate(VL_CONTA = readr::parse_number(VL_CONTA))
   })
 

R/fct_read_itr_csv.R

@@ -22,9 +22,10 @@ read_itr_csv <- function(file_in, clean_data) {
                            col_types = readr::cols(CD_CVM = readr::col_number(),
                                                    CD_CONTA = readr::col_character(),
                                                    VL_CONTA = readr::col_character()),
-                           locale = readr::locale(#decimal_mark = '.',
-                             encoding = 'Latin1'),
-                           progress = FALSE) %>%
+                           locale = readr::locale(decimal_mark = ',',
+                                                  encoding = 'Latin1'),
+                           progress = FALSE,
+                           quote = '\\"') %>%
       dplyr::mutate(VL_CONTA = readr::parse_number(VL_CONTA)) %>%
       dplyr::ungroup()
 

R/fct_search_company.R

@@ -11,7 +11,7 @@
 #' \dontrun{ # dontrun: keep cran check fast
 #' df <- search_company('petrobras')
 #' }
-search_company <- function(char_to_search, cache_folder = 'gcvmd_cache') {
+search_company <- function(char_to_search, cache_folder = 'gdfpd2_cache') {
 
   df_cvm <- get_info_companies(cache_folder)
 

R/utils-pipe.R

@@ -4,8 +4,8 @@
 #'
 #' @name %>%
 #' @rdname pipe
-#' @keywords internal
 #' @export
+#' @keywords internal
 #' @importFrom magrittr %>%
 #' @usage lhs \%>\% rhs
 NULL