NEWS

rb3 0.1.0 (2025-07-07)

Introduced a new template framework that no longer uses proto and is fully adapted to downloader and reader functions.
Added functionality to download and process futures settlement prices using the templates.
Heavily refactored the codebase to improve readability and maintainability.
Enhanced error handling and logging throughout the package.
Improved the caching mechanism to ensure that files are stored in a structured manner within the cache directory.
- The caching system now organizes files by template, making it easier to manage and retrieve cached data.
- Uses arrow for efficient data storage and retrieval.
Removed dependencies on rvest, proto, ascii, readxl and other packages that aren't heavy used.
Fixed test cases to align with the new template framework.
Fixed issues with the glue environment list requiring explicit passing as an environment.
Implemented registry as a singleton pattern.
Removed the filename text match to find the templates.

rb3 0.0.12 (2025-02-18)

Fix for glue / envir list having to be passed as environment
Make vignettes fail gracefully

rb3 0.0.11 (2024-07-13)

Check empty files download.

rb3 0.0.10 (2023-04-14)

Improved error handling in read_marketdata.
Improved checks in test-company.R with exception handling for empty downloaded files.
Removed tidyselect warnings in scraper-company.R.

rb3 0.0.9 (2023-03-24)

Corrected BUG: function company_cash_dividends_get does not return all cash dividends
Implemented new option in templates: verifyssl. It defaults to TRUE, always use ssl, but when it is FALSE an option is set in httr to skip ssl verification.
Corrected futures_get and futures_mget to handle equity futures

rb3 0.0.8 (2023-03-05)

functions company_cash_dividends_get, company_info_get, company_stock_dividends_get, company_subscriptions_get to get company's informations

rb3 0.0.7 (2022-12-14)

function index_get to download historical data from B3 indexes (Issue #39)
added option rb3.silent (defaults to FALSE) hide alert messages and progress bar
added option rb3.clear.cache (defaults to FALSE) remove files with invalid content from cache folder
new templates
- GetPortfolioDay_IndexStatistics historical time series for B3 indexes
new vignette: B3 Indexes
changed futures_get and maturity2date to use calendar Brazil/BMF
maturity2date has a new argument refdate, it must be passed when converting old maturities like JAN0, FEV0, ...

rb3 0.0.6 (2022-08-19)

updated documentation
functions code2month and maturity2date now accept old 4 characters maturity code, before 2006
new function cotahist_options_by_symbol_superset joins options data, equity data and interest rates for each option for a given symbol (Issue #50)
corrected BUG in cache system, avoid caching NULL returns (Issue #52)
corrected BUG cdi_get and idi_get use do_cache = FALSE (Issue #51)

rb3 0.0.5 (2022-07-16)

updated documentation
the cache creates a folder with the template to organize files inside the cache folder.
read_marketdata lost the argument cachedir, the RDS file with parsed data is saved in the directory of the given file.
- Pass do_cache = FALSE to not save the RDS file, it defaults to TRUE.
corrected BUG in COTAHIST_YEARLY, it uses cache wrongly (Issue #44)
corrected BUG due to change in fixedincome - function rates was renamed to implied_rate

rb3 0.0.4 (2022-06-22)

added locale en to templates: COTAHIST_*
new templates
- NegociosIntraday intraday listed market trades
- NegociosBalcao intraday OTC (Debentures) trades
- NegociosBTB intraday lending trades
imports organized (using importFrom in NAMESPACE)
added option rb3.cachedir to set default cache directory in order to use cached files across multiple sessions

rb3 0.0.3 (2022-05-29)

fixed tests for yc_get().
updated to bizdays version 0.1.10 (use of load_builtin_calendars - Issue #31).
changes to ropensci process: added more tests to improve test coverage, functions renamed, codemeta and Contributing.md.
new templates
- GetStockIndex to get the composition of B3 indexes.
- GetTheoricalPortfolio to get composition and weights of B3 indexes.
- GetPortfolioDay to get composition, weights and segments of B3 indexes.
- CenariosCurva for scenarios of term structures of interest rates.
- CenariosPrecoReferencia for reference prices scenarios.
- IndexReport indexes daily market data.
- PriceReport daily prices and market data.
- GetListedSupplementCompany supplement data for listed companies.
- GetDetailsCompany to get companies details (name, codeCVM, ...).
- GetListedCashDividends to get list of cash dividends.
new functions for yield curves
- yc_ipca_get and yc_ipca_mget for real interest rates
- yc_usd_get and yc_usd_mget for USD interest rates in Brazil
new functions for cotahist
- cotahist_get_symbols to get stocks by a list of symbols
- cotahist_etfs_get, cotahist_fiis_get, cotahist_fidcs_get, cotahist_fiagros_get
- function cotahist_funds_get has been replaced by these ones.
new functions to get indexes information (composition, weights and positions)
- index_comp_get returns the index composition
- index_weights_get returns the index weights
- index_by_segment_get returns indexes assets grouped by segments
- indexes_get lists the available indexes
- indexes_last_update returns the date when the indexes have been updated
- indexreport_get and indexreport_mget download index report data
Superset datasets
- cotahist_equity_options_superset joins options data, equity data and interest rates for each option - this is useful to run option and volatility models.
- yc_superset, yc_usd_superset, yc_ipca_superset mark futures maturities in yield curve.

rb3 0.0.2 (2022-05-10)

changes for ropensci process, replaced sapply with purrr::map_xxx.
improved class Filename, added new methods.
added argument destdir = NULL to convert_to function.
created functions yc_get / yc_mget and futures_get / futures_mget (Issue #26).
improved fields creation (Issue #27).
added downloader/reader for GetStockIndex, JSON file with relations between stocks and indexes.

rb3 0.0.1 (2022-05-05)

first release