Changes in version 0.5.0                        

Importing

  - rename load_fund() to import_fund() (load_fund() remaining as a
    deprecated alias)
  - make var_name param optional for all provider wrappers (fund and
    index)
  - add override_ext param to read_timeseries()

                        Changes in version 0.4.2                        

Bugfix

  - export adjust_for_split()

                        Changes in version 0.4.1                        

General

  - add new structured error/state-checking framework; improve error
    messages, standardize classes
  - add session management to all functions requiring state via session
    parameter (not specifying it uses a default session fo backwards
    compatibility / simple use cases)

Importing

  - add adjust_for_split() helper (for use in postprocess = )
  - validate imported time series have unique dates (also check for this
    during tracking difference calculations)
  - support/fix numeric sheet selection for Excel 2003 XML files

                        Changes in version 0.4.0                        

Importing

  - add postprocess param to store_timeseries()
  - add line_filter param to read_timeseries()

                        Changes in version 0.3.0                        

Breaking changes

  - rename clear_storage() argument clear_fund_index_map to clear_map to
    avoid name clash with clear_fund_index_map()
  - change join_env() full join order to alphabetical

Importing

  - add support for unabbreviated month names (specify with capital M in
    date_order parameters, e.g. "Mdy")
  - add download checks, retries, temp + atomic rename for
    download_fund_data(); also prefer curl when available (curl added to
    Suggests:)

Documentation

  - add categories to function reference; improve docs, doc-examples,
    vignettes
  - add a logo

Fixes

  - fix unset fundsr.data_dir behavior (stop writing to working
    directory; use tools::R_user_dir("fundsr", which = "data"))

                        Changes in version 0.2.1                        

Documentation

  - add Importing vignette and improve docs and vignettes

Rolling diffs

  - add Excel reader function read_timeseries_excel()
  - improve read_timeseries(): support text dates, any column name for
    date
  - add fund_index_map merge/clean functions add_fund_index_map(),
    clean_fund_index_map()
  - add example Excel + CSV dataset in extdata
  - late_join parameter to join_env()
  - param rename/depr.: data_sheet -> sheet, coalesce_suffixed ->
    join_precedence

Plot output

  - add automatic Inkscape detection

Fixes

  - add various join_env() df and column checks to make errors easier to
    understand

                        Changes in version 0.2.0                        

Rolling diffs

  - improve gross/net index handling (no state resets needed;
    index_level and gross_suffix parameters to roll_diffs())
  - add build_all_series() (wrapping around run_data_loaders() and
    join_env())
  - refactor roll_diffs() for speed / better interface

Survival plots

  - add survival curve plots using Human Mortality Database (HMD)
    empirical data and EUROPOP2023 projections

Fixes

  - skip unavailable funds, indices when calculating differences
  - ensure y-limits in rolling-difference plots include the last 30 days
    (even if outside quantiles)
  - make roll_diffs() skip benchmarks (in addition to funds) that are
    not found in supplied df
  - more robust gg_params list flattening
  - date breaks on fixed months, quarter or biannual (once plot >3 yrs)

Tests

  - add rolling test

Vignettes, translations

  - add life vignette
  - fix Bulgarian translation: wrong y-axis label on log-return charts

                        Changes in version 0.1.0                        

Configuration

  - fundsr_options() provides a validated wrapper around options() for
    setting common fundsr.* options (data directories, export settings,
    URL registry, and more).
  - add_fund_urls() adds/updates the fund download registry (option
    fundsr.fund_urls).

Import and storage

  - Internal caching/storage for imported time series via a storage
    environment (get_storage(), clear_storage(), store_timeseries()),
    with optional forced refresh via options(fundsr.reload = TRUE).
  - Extensible data-loader framework for imports (add_data_loader(),
    run_data_loaders(), clear_data_loaders()).
  - Download and import helpers:
      - Download configured fund files to a local data directory
        (download_fund_data()).
      - Read generic delimited time series with epoch timestamps
        (read_timeseries()).
      - Import fund NAV (and optional benchmark series) from Excel and
        register fund→benchmark mappings (load_fund(),
        get_fund_index_map()).
      - Fallback parser for Excel 2003 XML (SpreadsheetML) files.
  - join_env() combines multiple tables stored in an environment, with
    optional “late” left-joins and optional coalescing of .x/.y join
    columns.

Rolling differences

  - roll_diffs() computes rolling, annualized tracking differences for
    fund–index pairs with either log-return or CAGR-style variants,
    producing <fund>_rd columns.

Plotting and export

  - plot_roll_diffs() visualizes rolling tracking-difference series with
    quantile-based y-limits and bps axis labeling.
  - run_plots() generates plot sets from a specification, producing both
    CAGR and log-return variants.
  - SVG-first export pipeline: save_plot() writes SVG files and queues
    PNG exports for batch conversion via Inkscape (export_pngs()), with
    clear_inkscape_queue() to reset the queue.
  - Optional direct PNG export via ggplot2::ggsave() without Inkscape
    (lower quality; controlled by fundsr.internal_png).

Internationalization

  - Chart elements are available in two languages (English and
    Bulgarian), with language selection based on LANGUAGE / LC_MESSAGES.
  - Language-aware user-supplied strings are supported via named vectors
    keyed by language code.

Utilities

  - reset_state() clears cached storage, loader registry, queued
    exports, and other bookkeeping for the current session.