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add pacta.data.preparation and pacta.scenario.data.preparation #48

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Nov 29, 2024
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add pacta.data.preparation and pacta.scenario.data.preparation #48

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6 changes: 5 additions & 1 deletion DESCRIPTION
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Expand Up @@ -39,6 +39,7 @@ Imports:
dplyr,
magrittr,
pacta.data.scraping (>= 0.0.0.9000),
pacta.data.preparation (>= 0.1.0.9003),
pacta.data.validation (>= 0.0.0.9000),
pacta.executive.summary (>= 0.0.1.9000),
pacta.interactive.plot (>= 0.0.0.9000),
Expand All @@ -47,20 +48,23 @@ Imports:
pacta.portfolio.import (>= 0.0.0.9000),
pacta.portfolio.report (>= 0.0.1.9000),
pacta.portfolio.utils (>= 0.0.1.9000),
pacta.scenario.data.preparation (>= 0.0.0.9000),
purrr,
rlang,
rstudioapi,
tibble
Remotes:
RMI-PACTA/pacta.data.scraping,
RMI-PACTA/pacta.data.preparation,
RMI-PACTA/pacta.data.validation,
RMI-PACTA/pacta.executive.summary,
RMI-PACTA/pacta.interactive.plot,
RMI-PACTA/pacta.portfolio.allocate,
RMI-PACTA/pacta.portfolio.audit,
RMI-PACTA/pacta.portfolio.import,
RMI-PACTA/pacta.portfolio.report,
RMI-PACTA/pacta.portfolio.utils
RMI-PACTA/pacta.portfolio.utils,
RMI-PACTA/pacta.scenario.data.preparation
Suggests:
covr,
DT,
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4 changes: 3 additions & 1 deletion R/attach.R
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@@ -1,13 +1,15 @@
core <- c(
"pacta.data.scraping",
"pacta.data.preparation",
"pacta.portfolio.import",
"pacta.data.validation",
"pacta.portfolio.allocate",
"pacta.portfolio.audit",
"pacta.portfolio.report",
"pacta.portfolio.utils",
"pacta.executive.summary",
"pacta.interactive.plot"
"pacta.interactive.plot",
"pacta.scenario.data.preparation"
)

core_unloaded <- function() {
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2 changes: 2 additions & 0 deletions R/pactaverse.R
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Expand Up @@ -6,6 +6,7 @@
# All declared Imports should be used.
ignore_unused_imports <- function() {
pacta.data.scraping::get_currency_exchange_rates
pacta.data.preparation::calc_shares_all_classes
pacta.portfolio.import::determine_headers
pacta.data.validation::fake_abcd_flags_bonds
pacta.portfolio.allocate::aggregate_company
Expand All @@ -14,6 +15,7 @@ ignore_unused_imports <- function() {
pacta.portfolio.utils::abort_if_file_doesnt_exist
pacta.executive.summary::alignment_scores_values
pacta.interactive.plot::as_exposure_map_data
pacta.scenario.data.preparation::add_market_share_columns
}

release_bullets <- function() {
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2 changes: 2 additions & 0 deletions README.Rmd
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Expand Up @@ -45,6 +45,7 @@ If you're compiling from source, you can run `pak::pkg_system_requirements("pact
`library(pactaverse)` will load the core pactaverse packages:

* [pacta.data.scraping](https://rmi-pacta.github.io/pacta.data.scraping/), for scraping public datasets (e.g. currencies, or indices).
* [pacta.data.preparation](https://rmi-pacta.github.io/pacta.data.preparation/), for preparing input datasets (e.g. ABCD).
* [pacta.portfolio.import](https://rmi-pacta.github.io/pacta.portfolio.import/), for facilitating the import of financial portfolios.
* [pacta.data.validation](https://rmi-pacta.github.io/pacta.data.validation/), for validating all PACTA input datasets.
* [pacta.portfolio.allocate](https://rmi-pacta.github.io/pacta.portfolio.allocate/), for merging portfolios with ABCD and scenario data, and allocating target weights.
Expand All @@ -53,6 +54,7 @@ If you're compiling from source, you can run `pak::pkg_system_requirements("pact
* [pacta.portfolio.utils](https://rmi-pacta.github.io/pacta.portfolio.utils/), for general utility functions, especially those that support transition monitor.
* [pacta.executive.summary](https://rmi-pacta.github.io/pacta.executive.summary/), for generating executive summaries for COP projects.
* [pacta.interactive.plot](https://rmi-pacta.github.io/pacta.interactive.plot/), for generating interactive plots of PACTA results.
* [pacta.scenario.data.preparation](https://rmi-pacta.github.io/pacta.scenario.data.preparation/), for preparing scenario data.

## Code of Conduct

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4 changes: 4 additions & 0 deletions README.md
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Expand Up @@ -42,6 +42,8 @@ system packages needed on your machine.

- [pacta.data.scraping](https://rmi-pacta.github.io/pacta.data.scraping/),
for scraping public datasets (e.g. currencies, or indices).
- [pacta.data.preparation](https://rmi-pacta.github.io/pacta.data.preparation/),
for preparing input datasets (e.g. ABCD).
- [pacta.portfolio.import](https://rmi-pacta.github.io/pacta.portfolio.import/),
for facilitating the import of financial portfolios.
- [pacta.data.validation](https://rmi-pacta.github.io/pacta.data.validation/),
Expand All @@ -60,6 +62,8 @@ system packages needed on your machine.
for generating executive summaries for COP projects.
- [pacta.interactive.plot](https://rmi-pacta.github.io/pacta.interactive.plot/),
for generating interactive plots of PACTA results.
- [pacta.scenario.data.preparation](https://rmi-pacta.github.io/pacta.scenario.data.preparation/),
for preparing scenario data.

## Code of Conduct

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4 changes: 4 additions & 0 deletions _pkgdown.yml
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Expand Up @@ -14,6 +14,8 @@ navbar:
- text: -----
- text: "pacta.data.scraping"
href: https://rmi-pacta.github.io/pacta.data.scraping/
- text: "pacta.data.preparation"
href: https://rmi-pacta.github.io/pacta.data.preparation/
- text: "pacta.portfolio.import"
href: https://rmi-pacta.github.io/pacta.portfolio.import/
- text: "pacta.data.validation"
Expand All @@ -30,6 +32,8 @@ navbar:
href: https://rmi-pacta.github.io/pacta.executive.summary/
- text: "pacta.interactive.plot"
href: https://rmi-pacta.github.io/pacta.interactive.plot/
- text: "pacta.scenario.data.preparation"
href: https://rmi-pacta.github.io/pacta.scenario.data.preparation/
methodology:
text: "Methodology"
menu:
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11 changes: 6 additions & 5 deletions tests/testthat/_snaps/attach.md
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Expand Up @@ -9,11 +9,12 @@
cat(pactaverse_attach_message(core))
Output
-- Attaching core pactaverse packages ---------------------- pactaverse 1.0.0 --
v pacta.data.scraping 1.0.0 v pacta.portfolio.audit 1.0.0
v pacta.data.validation 1.0.0 v pacta.portfolio.import 1.0.0
v pacta.executive.summary 1.0.0 v pacta.portfolio.report 1.0.0
v pacta.interactive.plot 1.0.0 v pacta.portfolio.utils 1.0.0
v pacta.portfolio.allocate 1.0.0
v pacta.data.preparation 1.0.0 v pacta.portfolio.audit 1.0.0
v pacta.data.scraping 1.0.0 v pacta.portfolio.import 1.0.0
v pacta.data.validation 1.0.0 v pacta.portfolio.report 1.0.0
v pacta.executive.summary 1.0.0 v pacta.portfolio.utils 1.0.0
v pacta.interactive.plot 1.0.0 v pacta.scenario.data.preparation 1.0.0
v pacta.portfolio.allocate 1.0.0

# highlights dev versions in red

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6 changes: 5 additions & 1 deletion vignettes/articles/global-search.Rmd
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Expand Up @@ -12,6 +12,7 @@ knitr::opts_chunk$set(

```{r setup, message=FALSE}
library(pacta.data.scraping)
library(pacta.data.preparation)
library(pacta.data.validation)
library(pacta.executive.summary)
library(pacta.interactive.plot)
Expand All @@ -20,19 +21,22 @@ library(pacta.portfolio.audit)
library(pacta.portfolio.import)
library(pacta.portfolio.report)
library(pacta.portfolio.utils)
library(pacta.scenario.data.preparation)
```

```{r}
packages <- c(
"pacta.data.scraping",
"pacta.data.preparation",
"pacta.data.validation",
"pacta.executive.summary",
"pacta.interactive.plot",
"pacta.portfolio.allocate",
"pacta.portfolio.audit",
"pacta.portfolio.import",
"pacta.portfolio.report",
"pacta.portfolio.utils"
"pacta.portfolio.utils",
"pacta.scenario.data.preparation"
)

url_template <- "https://rmi-pacta.github.io/{package}/reference/{topic}.html"
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