Changes in version 0.1.0.9003                      

  - Gained functions prepare_abcd_flags_equity() and
    prepare_abcd_flags_debt() to prepare (#353).

  - Gained function prepare_isin_to_fund_table() to prepare an
    isin-to-fund lookup table, filtering out fsyms that have more than 1
    row and either no fund data or fund data for both rows (#352).

  - Gained function prepare_fund_data() to prepare fund data, filtering
    to funds with data according to a given threshold and adding a
    MISSINGWEIGHT holding for the difference (#325).

  - added numerous, minor prepare_*() functions (#348).

  - import_ar_advanced_company_indicators() output now includes all
    parental attributes from the "Company Ownership" tab (#344).

  - import_ar_advanced_company_indicators() gains an as_factor arg to
    specify whether or not character columns should be auto-converted to
    factor (default TRUE, maintaining previous behavior) (#345).

  - breaking change - write_manifest() now takes a pair of vectors with
    filepaths to input and output files, rather than a set of
    directories (#340).

                     Changes in version 0.1.0.9002                      

  - breaking change - prepare_entity_info() has a new mandatory argument
    factset_manual_pacta_sector_override because the internally
    accessible factset_manual_pacta_sector_override has been removed
    (#338).

  - breaking change - factset_manual_pacta_sector_override has been
    removed and is now exported by workflow.factset (#338).

  - breaking change - prepare_entity_info() has a new mandatory argument
    factset_industry_map_bridge because the internally accessible
    factset_industry_map_bridge has been removed (#336).

  - breaking change - factset_industry_map_bridge has been removed and
    is now exported by workflow.factset (#336).

  - factset_issue_code_bridge has been removed and is now exported by
    workflow.factset (#335).

  - breaking change - write_manifest() arguments have changed to allow
    passing an input directory specifically for FactSet data

  - FactSet database connection functions have been removed and migrated
    to https://github.com/RMI-PACTA/workflow.factset

  - release version of {dbplyr} 2.4.0 or greater is now required

  - import_ar_advanced_company_indicators() now also imports the
    is_ultimate_listed_parent column (only for individual companies, not
    the entire ownership tree, e.g.  `Ownership Level` == 0) from the
    somewhat new "Company Ownership" tab. This breaks compatibility with
    older PAMS datasets that do not have this tab.

                        Changes in version 0.1.0                        

  - Gained functions quarter_to_factset_timestamp() and
    quarter_to_imf_timestamp(), that convert PACTA style quarter string
    references (e.g. "2021Q4") to the equivalent FactSet and IMF
    references (e.g. "2021-12-31" and "2021-Q4" respectively)

  - Data scraping functions (get_currency_exchange_rates(),
    get_ishares_index_data(), process_ishares_index_data(), and
    index_regions) have been removed and extracted to a new
    {pacta.data.scraping} package

  - Gained functions: (get_factset_entity_financing_data(),
    get_factset_entity_info(), get_factset_financial_data(),
    get_factset_fund_data(), get_factset_isin_to_fund_table(),
    get_factset_iss_emissions_data(), write_manifest(), and
    dataprep_abcd_scen_connection())

  - prepare_masterdata gained functionality to handle Power technologies
    both with and without "Cap suffix (#285).

  - factset_issue_code_bridge gained updated mapping of FactSet
    asset_type_code to PACTA asset_type (#261).

  - Several changes to facilitate a new share ownership methodology:
    (#268)
    
      - one_adr_eq value from the own_v5_own_sec_adr_ord_ratio table is
        included in the get_factset_financial_data() output
      - new function calc_shares_all_classes() added
      - prepare_financial_data() now calculates and exports
        current_shares_outstanding_all_classes column according to the
        new share ownership methodology, summing the outstanding shares
        of all relevant equity classes for a given entity
      - now depends on dplyr (>= 1.1.0)
      - {knitr} and {rmarkdown} have been added to Suggests to support
        vignette rendering
      - new "Share ownership weight attribution method" vignette. see
        vignette("share_ownership_methodology")

  - Workflow script and Dockerfile removed/extracted into a new
    workflow.data.preparation repo.

  - Bond roll-up is now calculated. Holdings are roll-ed up with
    priority to the FactSet defined credit parent, followed by the AI
    defined credit parent (#243).

  - Gained functions prepare_masterdata, prepare_financial_data and
    prepare_entity_info (#235, #236, #237).

                        Changes in version 0.0.1                        

  - Added a NEWS.md file to track changes to the package.