Fixes #249: CRAN API POLICY

CRAN-SUBMISSION

@@ -1,3 +1,3 @@
 Version: 1.0.8
-Date: 2024-08-19 16:15:06 UTC
-SHA: 4d3d65d0aa099dcd551cd6d145cc586d7cbf6990
+Date: 2024-08-19 17:15:42 UTC
+SHA: cdf4aa12dca23b11eb43b2d265656609025c9157

DESCRIPTION

@@ -1,7 +1,7 @@
 Package: tidyquant
 Type: Package
 Title: Tidy Quantitative Financial Analysis
-Version: 1.0.8
+Version: 1.0.8.9000
 Authors@R: c(
  person("Matt", "Dancho", email = "[email protected]", role = c("aut", "cre")),
  person("Davis", "Vaughan", email = "[email protected]", role = c("aut"))

NEWS.md

@@ -1,4 +1,12 @@
-# tidyquant (development version)
+# tidyquant 1.0.9
+
+- Fixes to CRAN's API policy:
+
+> "Packages which use Internet resources should fail gracefully with an
+informative message if the resource is not available or has changed (and
+not give a check warning nor error)."
+
+
 
 # tidyquant 1.0.8
 

R/tq_stock_list.R

@@ -57,35 +57,68 @@ tq_index <- function(x, use_fallback = FALSE) {
  x <- clean_index(x)
 
  # Verify index
- verified <- verify_index(x)
+ verified <- tryCatch({
+ verify_index(x)
+ }, error = function(e) {
+ warning(paste("Error verifying index:", e$message), call. = FALSE)
+ return(NULL)
+ })
 
- # If not a verified index, error
- if(!verified$is_verified) {
+ # If verification failed or not a verified index, return a warning and empty tibble
+ if(is.null(verified) || !verified$is_verified) {
  warning(verified$err)
  return(tibble::tibble())
  }
 
  # Use fallback if requested
- if(use_fallback) return(index_fallback(x))
+ if(use_fallback) {
+ return(tryCatch({
+ index_fallback(x)
+ }, error = function(e) {
+ warning(paste("Error using fallback for index:", e$message), call. = FALSE)
+ return(tibble::tibble())
+ }))
+ }
 
  # Convert index name to SPDR ETF name
- x_spdr <- spdr_mapper(x)
+ x_spdr <- tryCatch({
+ spdr_mapper(x)
+ }, error = function(e) {
+ warning(paste("Error mapping SPDR ETF name:", e$message), call. = FALSE)
+ return(NULL)
+ })
 
- # Download
- dload <- index_download(x_spdr, index_name = x)
+ # If SPDR mapping failed, return an empty tibble
+ if(is.null(x_spdr)) {
+ return(tibble::tibble())
+ }
 
- # Report download errors
- if(!is.null(dload$err)) {
+ # Download the index data
+ dload <- tryCatch({
+ index_download(x_spdr, index_name = x)
+ }, error = function(e) {
+ warning(paste("Error downloading index data:", e$message), call. = FALSE)
+ return(NULL)
+ })
+
+ # If download failed, return a warning and empty tibble
+ if(is.null(dload) || !is.null(dload$err)) {
  warning(dload$err)
  return(tibble::tibble())
  }
 
  # Clean holdings
- df <- clean_holdings(dload$df)
+ df <- tryCatch({
+ clean_holdings(dload$df)
+ }, error = function(e) {
+ warning(paste("Error cleaning index holdings:", e$message), call. = FALSE)
+ return(tibble::tibble())
+ })
 
  df
 }
 
+
 # tq_exchange ----
 
 #' @rdname tq_index
@@ -104,71 +137,82 @@ tq_exchange <- function(x) {
  if (!(x %in% c(exchange_list))) {
  err <- paste0("Error: x must be a character string in the form of a valid exchange.",
  " The following are valid options:\n",
- stringr::str_c(tq_exchange_options(), collapse = ", ")
- )
- stop(err)
+ stringr::str_c(tq_exchange_options(), collapse = ", "))
+ stop(err, call. = FALSE)
  }
 
- # Download
-
- # Example: https://api.nasdaq.com/api/screener/stocks?tableonly=true&exchange=nasdaq&download=true
-
+ # Download data
  message("Getting data...\n")
  base_path_1 <- "https://api.nasdaq.com/api/screener/stocks?tableonly=true&exchange="
  base_path_2 <- "&download=true"
- url  <- paste0(base_path_1, x, base_path_2)
+ url <- paste0(base_path_1, x, base_path_2)
 
- # Use HTTR2 to make the HTTP request:
- response <- httr2::request(url) %>%
- httr2::req_user_agent("Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/113.0.0.0 Safari/537.36") %>%
- httr2::req_perform()
+ # Perform the HTTP request with error handling
+ response <- tryCatch({
+ httr2::request(url) %>%
+ httr2::req_user_agent("Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/113.0.0.0 Safari/537.36") %>%
+ httr2::req_perform()
+ }, error = function(e) {
+ warning(paste0("Failed to retrieve data for exchange '", x, "'. ", e$message), call. = FALSE)
+ return(NULL)
+ })
 
- # Evaluate Response / Clean & Return
- if (response$status_code == 200) {
+ # If the response is NULL (failed request), return NA
+ if (is.null(response)) {
+ return(NA)
+ }
 
- # Collect JSON
+ # Evaluate the response
+ if (response$status_code == 200) {
+ # Collect JSON and process the data
  content <- httr2::resp_body_json(response)
-
- # Post-process response
- suppressWarnings({
-
- exchange_tbl <- do.call(rbind, lapply(content$data$rows, tibble::as_tibble))
-
- exchange <- exchange_tbl %>%
- dplyr::rename(
- symbol = symbol,
- company = name,
- last.sale.price = lastsale,
- market.cap = marketCap,
- country = country,
- ipo.year = ipoyear,
- sector = sector,
- industry = industry
- ) %>%
- dplyr::mutate(
- symbol = as.character(symbol),
- company = as.character(company),
- last.sale.price = as.numeric(stringr::str_remove(last.sale.price, "\\$")),
- market.cap = as.numeric(market.cap),
- country = as.character(country),
- ipo.year = as.integer(ipo.year),
- sector = as.character(sector),
- industry = as.character(industry)
- ) %>%
- dplyr::select(symbol:industry) %>%
- dplyr::select(-c(netchange, pctchange, volume))
+ exchange_tbl <- tryCatch({
+ do.call(rbind, lapply(content$data$rows, tibble::as_tibble))
+ }, error = function(e) {
+ warning("Failed to process data from the response.", call. = FALSE)
+ return(NULL)
  })
 
+ # If the processing failed, return NA
+ if (is.null(exchange_tbl)) {
+ return(NA)
+ }
+
+ # Post-process and clean the data
+ exchange <- exchange_tbl %>%
+ dplyr::rename(
+ symbol = symbol,
+ company = name,
+ last.sale.price = lastsale,
+ market.cap = marketCap,
+ country = country,
+ ipo.year = ipoyear,
+ sector = sector,
+ industry = industry
+ ) %>%
+ dplyr::mutate(
+ symbol = as.character(symbol),
+ company = as.character(company),
+ last.sale.price = as.numeric(stringr::str_remove(last.sale.price, "\\$")),
+ market.cap = as.numeric(market.cap),
+ country = as.character(country),
+ ipo.year = as.integer(ipo.year),
+ sector = as.character(sector),
+ industry = as.character(industry)
+ ) %>%
+ dplyr::select(symbol:industry) %>%
+ dplyr::select(-c(netchange, pctchange, volume))
+
  return(exchange)
 
  } else {
- warn <- paste0("Error at ", x, " during call to tq_exchange.\n\n", response)
- warning(warn)
- return(NA) # Return NA on error
+ warn <- paste0("Error retrieving data for exchange '", x, "'. Status code: ", response$status_code)
+ warning(warn, call. = FALSE)
+ return(NA)
  }
-
 }
 
+
 #' @rdname tq_index
 #' @export
 tq_index_options <- function() {

vignettes/TQ00-introduction-to-tidyquant.Rmd

@@ -19,7 +19,7 @@ knitr::opts_chunk$set(message = FALSE,
  fig.height = 4.5,
  fig.align = 'center',
  out.width='95%', 
- dpi = 200)
+ dpi = 150)
 
 library(tidyquant)
 library(lubridate)

vignettes/TQ01-core-functions-in-tidyquant.Rmd

@@ -19,7 +19,7 @@ knitr::opts_chunk$set(message = FALSE,
  fig.height = 4.5,
  fig.align = 'center',
  out.width='95%', 
- dpi = 200)
+ dpi = 150)
 ```
 
 > A few core functions with a lot of power
@@ -107,6 +107,16 @@ aapl_prices <- tq_get("AAPL", get = "stock.prices", from = " 1990-01-01")
 aapl_prices 
 ```
 
+We can get multiple stocks:
+
+```{r}
+stocks <- c("AAPL", "META", "NFLX") %>%
+ tq_get(from = "2013-01-01",
+ to = "2017-01-01")
+stocks
+```
+
+
 Yahoo Japan stock prices can be retrieved using a similar call, `get = "stock.prices.japan"`.
 
 ```{r, eval = F}
@@ -207,11 +217,11 @@ tq_get("ZACKS/SHRS", get = "quandl.datatable") # Zacks Shares Out Supplement
 
 ## 2.4 Tiingo API
 
-The Tiingo API (https://www.tiingo.com/) is a free source for stock prices, cryptocurrencies, and intraday feeds from the IEX (Investors Exchange). This can serve as an alternate source of data to Yahoo! Finance.
+The Tiingo API is a free source for stock prices, cryptocurrencies, and intraday feeds from the IEX (Investors Exchange). This can serve as an alternate source of data to Yahoo! Finance.
 
 ### Authentication
 
-To make full use of the integration you need to get an API key and then set your api key. If you don't have one already, go to Tiingo (https://www.tiingo.com/) account and get your FREE API key. You can then set it as follows:
+To make full use of the integration you need to get an API key and then set your api key. If you don't have one already, go to Tiingo account and get your FREE API key. You can then set it as follows:
 
 ```{r, eval=FALSE}
 tiingo_api_key('<your-api-key>')

vignettes/TQ02-quant-integrations-in-tidyquant.Rmd

@@ -18,7 +18,8 @@ knitr::opts_chunk$set(message = FALSE,
  fig.width = 8, 
  fig.height = 4.5,
  fig.align = 'center',
- out.width='95%')
+ out.width='95%',
+ dpi=150)
 # devtools::load_all() # Travis CI fails on load_all()
 ```
 

vignettes/TQ03-scaling-and-modeling-with-tidyquant.Rmd

@@ -19,7 +19,7 @@ knitr::opts_chunk$set(message = FALSE,
  fig.height = 4.5,
  fig.align = 'center',
  out.width='95%', 
- dpi = 200)
+ dpi = 150)
 # devtools::load_all() # Travis CI fails on load_all()
 ```
 

vignettes/TQ04-charting-with-tidyquant.Rmd

@@ -18,7 +18,8 @@ knitr::opts_chunk$set(message = FALSE,
  fig.width = 8, 
  fig.height = 4.5,
  fig.align = 'center',
- out.width='95%')
+ out.width='95%',
+ dpi=150)
 # devtools::load_all() # Travis CI fails on load_all()
 ```
 

vignettes/TQ05-performance-analysis-with-tidyquant.Rmd

@@ -19,7 +19,7 @@ knitr::opts_chunk$set(message = FALSE,
  fig.height = 4.5,
  fig.align = 'center',
  out.width='95%', 
- dpi = 200)
+ dpi = 150)
 # devtools::load_all() # Travis CI fails on load_all()
 ```