R/fct_get_info_companies.R

In GetDFPData2: Reading Annual and Quarterly Financial Reports from B3

#' Returns a up to date table with information about B3 companies
#'
#' Imports a dataset from cvm <https://dados.cvm.gov.br/>, containing
#' up to date information about companies, active or not.
#'
#' @inheritParams get_dfp_data
#'
#' @return A dataframe with information about available companies in the database
#' @export
#'
#' @examples
#'
#' \dontrun{ # keep cran check fast
#' df_info <- get_info_companies()
#' str(df_info)
#' }
get_info_companies <- function(cache_folder = 'gdfpd2_cache') {

  # create folder
  if (!dir.exists(cache_folder)) dir.create(cache_folder)

  cli::cli_alert_info("Fetching info on B3 companies")
  # check if cache file exists
  my_f_rdata <- file.path(cache_folder,
                          paste0('df_info_CACHED_',
                                 Sys.Date(), '.rds') )

  if (file.exists(my_f_rdata)) {
    cli::cli_alert_info("Found cache file. Loading data..")
    df_cvm <- readRDS(my_f_rdata)

  } else {
    # get data from github
    cli::cli_alert_info("Downloading file from CVM")

    # old link
    #link_cvm <- 'https://sistemas.cvm.gov.br/cadastro/SPW_CIA_ABERTA.ZIP'

    #new link
    link_cvm <- "https://dados.cvm.gov.br/dados/CIA_ABERTA/CAD/DADOS/cad_cia_aberta.csv"

    dest_file <-  file.path(tempfile(fileext = '.csv'))

    #suppressMessages({
    my_download_file(dl_link = link_cvm, dest_file = dest_file, max_dl_tries = 10)
    #})

    CNPJ_CIA <- SIT <- NULL
    cli::cli_alert_info("Reading file from CVM")
    df_cvm <- readr::read_delim(dest_file,
                                delim = ";",
                                locale = readr::locale(encoding = 'Latin1'),
                                col_types = readr::cols(CNPJ_CIA = readr::col_character())) %>%
      dplyr::rename(CNPJ = CNPJ_CIA,
                    SIT_REG = SIT)

    # setting cnpj number (OLD code)
    #df_cvm$cnpj_number <- as.numeric(df_cvm$CNPJ)


    cli::cli_alert_info("Saving cache data")
    saveRDS(object = df_cvm, file = my_f_rdata)
  }

  # build message
  temp_df <- df_cvm[ ,c('DENOM_SOCIAL', 'SIT_REG')]
  n_actives <- sum(unique(temp_df)$SIT_REG == 'ATIVO')
  n_inactives <- sum(unique(temp_df)$SIT_REG != 'ATIVO' )

  cli::cli_alert_success("Got {nrow(df_cvm)} lines for {length(unique(df_cvm$DENOM_SOCIAL))} companies [Actives = {n_actives} Inactives = {n_inactives}]")

  return(df_cvm)

}