Don't load lubridate on startup + other upkeep

DESCRIPTION

@@ -20,17 +20,17 @@ Encoding: UTF-8
 LazyData: true
 Depends:
     R (>= 3.5.0),
-    lubridate,
-    PerformanceAnalytics,
-    quantmod (>= 0.4-13)
 Imports:
     dplyr (>= 1.0.0),
     ggplot2 (>= 3.4.0),
     jsonlite,
     httr,
     curl,
     lazyeval,
+    lubridate,
     magrittr,
+    PerformanceAnalytics,
+    quantmod (>= 0.4-13),
     purrr,
     readr,
     readxl,
@@ -41,11 +41,13 @@ Imports:
     timeDate,
     TTR,
     xts,
-    rlang
+    rlang,
+    zoo,
+    cli
 Suggests:
     alphavantager (>= 0.1.2),
     Quandl,
-    riingo,   
+    riingo,
     tibbletime,
     broom,
     knitr,

NAMESPACE

@@ -1,5 +1,6 @@
 # Generated by roxygen2: do not edit by hand
 
+S3method(print,tidyquant_conflicts)
 S3method(tq_mutate_,data.frame)
 S3method(tq_mutate_,default)
 S3method(tq_mutate_,tbl_df)
@@ -157,6 +158,7 @@ export(scale_fill_tq)
 export(theme_tq)
 export(theme_tq_dark)
 export(theme_tq_green)
+export(tidyquant_conflicts)
 export(tiingo_api_key)
 export(tq_exchange)
 export(tq_exchange_options)
@@ -182,15 +184,25 @@ export(tq_transmute_)
 export(tq_transmute_fun_options)
 export(tq_transmute_xy)
 export(tq_transmute_xy_)
-import(PerformanceAnalytics)
+import(TTR)
 import(lubridate)
 import(quantmod)
+import(xts)
+import(zoo)
+importFrom(TTR,BBands)
+importFrom(TTR,MACD)
 importFrom(TTR,SMA)
+importFrom(TTR,runCor)
+importFrom(TTR,runSD)
 importFrom(ggplot2,`%+replace%`)
 importFrom(magrittr,"%$%")
 importFrom(magrittr,"%>%")
 importFrom(rlang,":=")
 importFrom(rlang,.data)
 importFrom(utils,download.file)
 importFrom(utils,read.csv)
+importFrom(xts,lag.xts)
+importFrom(xts,to.monthly)
 importFrom(xts,to.period)
+importFrom(xts,xts)
+importFrom(zoo,rollapply)

NEWS.md

@@ -1,12 +1,23 @@
 # tidyquant (development version)
 
-- Remove the dependency on tidyverse
-- tidyquant no longer loads lubridate as tidyverse 2.0 now loads lubridate
+## Breaking changes
+
+- tidyquant no longer loads lubridate. (#237, @olivroy)
+
+  If you use tidyquant with tidyverse, there is no change for you.
+
+tidyquant no longer loads many packages.
+
+## Fixes
+
+- tidyquant startup messages mimics the tidyverse messages for clarity. (#163, #116)
+- Remove the dependency on tidyverse (#236, @olivroy)
+- tidyquant no longer loads lubridate as tidyverse 2.0 now loads lubridate.
 - Changed the `size` argument to `linewidth` for ggplot2 3.4.0
-- Removed the last tidyr and dplyr deprecated functions 
-- Add linewidth = to `geom_ma()`
-- Move Quandl, riingo, and alphavantager to Suggests. tidyquant will not explictly install those, but you can install them from CRAN.
-- Fixed CRAN alias
+- Removed the last tidyr and dplyr deprecated functions.
+- Add `linewidth` to `geom_ma()`
+- Move `Quandl`, `riingo`, and `alphavantager` to Suggests. tidyquant will not explicitly install those, but you can install them from CRAN.
+- Fixed CRAN package alias
 - FB to META change  in `FANG`
 
 # tidyquant 1.0.7
@@ -96,7 +107,7 @@ Other changes:
             - Excel Date Math functions: `NET_WORKDAYS()`, `EOMONTH()`
         - __Financial Math Functions__ - `NPV()`, `IRR()`, `FV()`, `PV()`, `PMT()`, `RATE()`
 
-* __NEW Tidyverse Functionality__
+* __NEW tidyverse Functionality__
     - `summarise_by_time()` - This is a new time-based variant of `summarise()` that allows collapsing the time-series by "day", "week", "month", "quarter", "year", and more. 
     - Note: I will evaluate the need for `summarise_at_by_time()`, `summarise_all_by_time()`, and `summarise_if_by_time()` after the release of `dplyr` v1.0.0.
 
@@ -119,7 +130,7 @@ Other changes:
 
 # tidyquant 0.5.10
 
-* `tq_get()` - Temporarily adjust tests for `tq_get(get = "dividends")` and `tq_get(get = "splits")` until API is stabilizes. Yahoo! Dividends and Splits intermitently returns errors.
+* `tq_get()` - Temporarily adjust tests for `tq_get(get = "dividends")` and `tq_get(get = "splits")` until API is stabilizes. Yahoo! Dividends and Splits intermittently returns errors.
 * Fix documentation warnings during package build checks. Documentation moved from `tq_stocklist` to `?tq_index`. 
 
 # tidyquant 0.5.9
@@ -144,9 +155,9 @@ _Visualizations & Color Palettes_
 * `geom_candlestick` and `geom_barchart` - Issue #112.
 * Added color names of `theme_tq` palettes (`palette_light`, `palette_dark`, and  `palette_green`) for easier identification.
 
-_Compatability with `tidyr` v1.0.0_
+_Compatibility with `tidyr` v1.0.0_
 
-* Improvements to ensure compatability with `tidyr` v1.0.0
+* Improvements to ensure compatibility with `tidyr` v1.0.0
 
 _[Potential Breaking Change] Move `tidyverse` to suggests_
 
@@ -289,9 +300,10 @@ _[Potential Breaking Change] Move `tidyverse` to suggests_
 * Changed `tq_mutate()`, `tq_transform()`, `tq_mutate_xy()` and `tq_transform_xy()` arguments to be more obvious:
     * `x_fun` is now `ohlc_fun` for `tq_mutate()` and `tq_transform()`
     * `.x` is now `x` and `.y` is now `y` for `tq_mutate_xy()` and `tq_transform_xy()`
-* Fixed duplication of column names during `tq_mutate`. Names are now sequentually indexed with duplicate names starting at `.1` suffix.  
+* Fixed duplication of column names during `tq_mutate`. Names are now sequentially indexed with duplicate names starting at `.1` suffix.  
 
 
 # tidyquant 0.1.0 
 
+
 * Initial release of `tidyquant`, for seamless quantitative financial analysis (`xts`, `quantmod`, `TTR`) package integration with the `tidyverse`.

R/api-tiingo.R

@@ -1,6 +1,6 @@
 #' Set Tiingo API Key
 #'
-#' Requires the riingo package to be installled.
+#' Requires the riingo package to be installed.
 #' @param api_key Optionally passed parameter to set Tiingo `api_key`.
 #'
 #' @return Returns invisibly the currently set `api_key`

R/attach.R

@@ -0,0 +1,210 @@
+# Taken from tidyverse
+core <- c("xts", "quantmod", "TTR", "PerformanceAnalytics")
+
+core_unloaded <- function() {
+    search <- paste0("package:", core)
+    core[!search %in% search()]
+}
+
+# Attach the package from the same package library it was
+# loaded from before. https://github.com/tidyverse/tidyverse/issues/171
+same_library <- function(pkg) {
+    loc <- if (pkg %in% loadedNamespaces()) dirname(getNamespaceInfo(pkg, "path"))
+    library(pkg, lib.loc = loc, character.only = TRUE, warn.conflicts = FALSE)
+}
+
+tidyquant_attach <- function() {
+    to_load <- core_unloaded()
+
+    suppressPackageStartupMessages(
+        lapply(to_load, same_library)
+    )
+
+    invisible(to_load)
+}
+
+tidyquant_attach_message <- function(to_load) {
+    if (length(to_load) == 0) {
+        return(NULL)
+    }
+
+    header <- cli::rule(
+        left = cli::style_bold("Attaching core tidyquant packages"),
+        right = paste0("tidyquant ", package_version_h("tidyquant"))
+    )
+
+    to_load <- sort(to_load)
+    versions <- vapply(to_load, package_version_h, character(1))
+
+    packages <- paste0(
+        cli::col_green(cli::symbol$tick), " ", cli::col_blue(format(to_load)), " ",
+        cli::ansi_align(versions, max(cli::ansi_nchar(versions)))
+    )
+
+    if (length(packages) %% 2 == 1) {
+        packages <- append(packages, "")
+    }
+    col1 <- seq_len(length(packages) / 2)
+    info <- paste0(packages[col1], "     ", packages[-col1])
+
+    paste0(header, "\n", paste(info, collapse = "\n"))
+}
+
+package_version_h <- function(pkg) {
+    highlight_version(utils::packageVersion(pkg))
+}
+
+highlight_version <- function(x) {
+    x <- as.character(x)
+
+    is_dev <- function(x) {
+        x <- suppressWarnings(as.numeric(x))
+        !is.na(x) & x >= 9000
+    }
+
+    pieces <- strsplit(x, ".", fixed = TRUE)
+    pieces <- lapply(pieces, function(x) ifelse(is_dev(x), cli::col_red(x), x))
+    vapply(pieces, paste, collapse = ".", FUN.VALUE = character(1))
+}
+
+#' Conflicts between the tidyquant and other packages
+#'
+#' This function lists all the conflicts between packages in the tidyverse
+#' and other packages that you have loaded.
+#'
+#' There are four conflicts that are deliberately ignored: \code{intersect},
+#' \code{union}, \code{setequal}, and \code{setdiff} from dplyr. These functions
+#' make the base equivalents generic, so shouldn't negatively affect any
+#' existing code.
+#'
+#' @export
+#' @param only Set this to a character vector to restrict to conflicts only
+#'   with these packages.
+#' @examples
+#' tidyquant_conflicts()
+tidyquant_conflicts <- function(only = NULL) {
+    envs <- grep("^package:", search(), value = TRUE)
+    envs <- purrr::set_names(envs)
+
+    if (!is.null(only)) {
+        only <- union(only, core)
+        envs <- envs[names(envs) %in% paste0("package:", only)]
+    }
+
+    objs <- invert(lapply(envs, ls_env))
+
+    conflicts <- purrr::keep(objs, ~ length(.x) > 1)
+
+    tidy_names <- paste0("package:", tidyquant_packages())
+    conflicts <- purrr::keep(conflicts, ~ any(.x %in% tidy_names))
+
+    conflict_funs <- purrr::imap(conflicts, confirm_conflict)
+    conflict_funs <- purrr::compact(conflict_funs)
+
+    structure(conflict_funs, class = "tidyquant_conflicts")
+}
+
+tidyquant_conflict_message <- function(x) {
+    header <- cli::rule(
+        left = cli::style_bold("Conflicts"),
+        right = "tidyquant_conflicts()"
+    )
+
+    pkgs <- x %>% purrr::map(~ gsub("^package:", "", .))
+    others <- pkgs %>% purrr::map(`[`, -1)
+    other_calls <- purrr::map2_chr(
+        others, names(others),
+        ~ paste0(cli::col_blue(.x), "::", .y, "()", collapse = ", ")
+    )
+
+    winner <- pkgs %>% purrr::map_chr(1)
+    funs <- format(paste0(cli::col_blue(winner), "::", cli::col_green(paste0(names(x), "()"))))
+    bullets <- paste0(
+        cli::col_red(cli::symbol$cross), " ", funs, " masks ", other_calls,
+        collapse = "\n"
+    )
+
+    conflicted <- paste0(
+        cli::col_cyan(cli::symbol$info), " ",
+        cli::format_inline("Use the {.href [conflicted package](http://conflicted.r-lib.org/)} to force all conflicts to become errors"
+        ))
+
+    paste0(
+        header, "\n",
+        bullets, "\n",
+        conflicted
+    )
+}
+
+#' @export
+print.tidyquant_conflicts <- function(x, ..., startup = FALSE) {
+    cli::cat_line(tidyquant_conflict_message(x))
+    invisible(x)
+}
+
+#' @importFrom magrittr %>%
+confirm_conflict <- function(packages, name) {
+    # Only look at functions
+    objs <- packages %>%
+        purrr::map(~ get(name, pos = .)) %>%
+        purrr::keep(is.function)
+
+    if (length(objs) <= 1)
+        return()
+
+    # Remove identical functions
+    objs <- objs[!duplicated(objs)]
+    packages <- packages[!duplicated(packages)]
+    if (length(objs) == 1)
+        return()
+
+    packages
+}
+
+ls_env <- function(env) {
+    x <- ls(pos = env)
+
+    # intersect, setdiff, setequal, union come from generics
+    if (env %in% c("package:dplyr", "package:lubridate")) {
+        x <- setdiff(x, c("intersect", "setdiff", "setequal", "union"))
+    }
+
+    if (env == "package:lubridate") {
+        x <- setdiff(x, c(
+            "as.difftime", # lubridate makes into an S4 generic
+            "date"         # matches base behavior
+        ))
+    }
+
+    x
+}
+
+inform_startup <- function(msg, ...) {
+    if (is.null(msg)) {
+        return()
+    }
+    if (isTRUE(getOption("tidyquant.quiet"))) {
+        return()
+    }
+
+    rlang::inform(msg, ..., class = "packageStartupMessage")
+}
+tidyquant_packages <- function(include_self = TRUE) {
+    raw <- utils::packageDescription("tidyquant")$Imports
+    imports <- strsplit(raw, ",")[[1]]
+    parsed <- gsub("^\\s+|\\s+$", "", imports)
+    names <- vapply(strsplit(parsed, "\\s+"), "[[", 1, FUN.VALUE = character(1))
+
+    if (include_self) {
+        names <- c(names, "tidyquant")
+    }
+
+    names
+}
+
+invert <- function(x) {
+    if (length(x) == 0) return()
+    stacked <- utils::stack(x)
+    tapply(as.character(stacked$ind), stacked$values, list)
+}
+

R/excel-date-functions.R

@@ -46,7 +46,7 @@
 #' (as ordered factors) or numeric values.
 #' @param abbr A logical used for [MONTH()] and [WEEKDAY()]. If `label = TRUE`, used to determine if
 #' full names (e.g. Wednesday) or abbreviated names (e.g. Wed) should be returned.
-#' @param include_year A logicial value used in [QUARTER()]. Determines whether or not to return 2020 Q3 as `3` or `2020.3`.
+#' @param include_year A logical value used in [QUARTER()]. Determines whether or not to return 2020 Q3 as `3` or `2020.3`.
 #' @param fiscal_start A numeric value used in [QUARTER()]. Determines the fiscal-year starting quarter.
 #' @param by Used to determine the gap in Date Sequence calculations and value to round to in Date Collapsing operations.
 #' Acceptable values are: A character string, containing one of `"day"`, `"week"`, `"month"`, `"quarter"` or `"year"`.

R/excel-financial-math-functions.R

@@ -14,7 +14,7 @@
 #' @param cashflow Cash flow values. When one value is provided, it's assumed constant cash flow.
 #' @param rate One or more rate. When one rate is provided it's assumed constant rate.
 #' @param nper Number of periods. When `nper`` is provided, the cashflow values and rate are assumed constant.
-#' @param pv Present value. Initial investments (cash inflows) are typcially a negative value.
+#' @param pv Present value. Initial investments (cash inflows) are typically a negative value.
 #' @param fv Future value. Cash outflows are typically a positive value.
 #' @param pmt Number of payments per period.
 #' @param type Should payments (`pmt`) occur at the beginning (`type = 0`) or

R/ggplot-geom_bbands.R

@@ -67,7 +67,7 @@
 #' @examples
 #' library(dplyr)
 #' library(ggplot2)
-#'
+#' library(lubridate)
 #'
 #' AAPL <- tq_get("AAPL", from = "2013-01-01", to = "2016-12-31")
 #'