Refactor/53 convert to package

.Rbuildignore

@@ -0,0 +1,10 @@
+^.dockerignore$
+^.lintr$
+^.github/
+^Dockerfile$
+^LICENSE\.md$
+^docker-compose.yml$
+^input_dir/
+^output_dir/
+^run-pacta.sh$
+^workflow.pacta.Rproj$

.dockerignore

@@ -4,3 +4,8 @@
 **/Dockerfile
 **/*.md
 **/*.Rproj
+output_dir/**/*
+output_dir
+pacta-data/**/*
+pacta-data
+docker-compose.yml

.github/workflows/R.yml

@@ -0,0 +1,22 @@
+---
+# This example file will enable R language checks on push or PR to the main
+# branch.
+# It will also run the checks every weeknight at midnight UTC
+#
+# Note the @main in `uses:` on the last line. This will call the latest version
+# of the workflow from the `main` brnach in the RMI-PACTA/actions repo. You can
+# also specify a tag from that repo, or a commit SHA to pin action versions.
+on:
+  pull_request:
+  push:
+    branches: [main]
+  schedule:
+    - cron: '0 0 * * 1,2,3,4,5'
+  workflow_dispatch:
+
+name: R
+
+jobs:
+  R-package:
+    name: R Package Checks
+    uses: RMI-PACTA/actions/.github/workflows/R.yml@main

DESCRIPTION

@@ -1,18 +1,41 @@
 Package: workflow.pacta
-Version: 0.0.0.9000
-Type: PACTA
-Description: Run PACTA.
-Depends:
-  dplyr,
-  jsonlite,
-  logger,
-  pacta.portfolio.allocate,
-  pacta.portfolio.audit,
-  pacta.portfolio.import,
-  pacta.portfolio.utils,
-  readr
+Title: Run PACTA
+Version: 0.0.0.9001
+Authors@R: 
+    c(person(given = "CJ",
+             family = "Yetman",
+             role = c("aut", "ctr"),
+             email = "[email protected]",
+             comment = c(ORCID = "0000-0001-5099-9500")),
+      person(given = "Jackson", 
+             family = "Hoffart",
+             email = "[email protected]", 
+             role = c("aut", "ctr"),
+             comment = c(ORCID = "0000-0002-8600-5042")),
+      person(given = "Alex",
+             family = "Axthelm",
+             role = c("aut", "cre", "ctr"),
+             email = "[email protected]",
+             comment = c(ORCID = "0000-0001-8579-8565")),
+      person(given = "RMI",
+             role = c("cph", "fnd"),
+             email = "[email protected]"))
+Description: Run the PACTA Analysis.
+License: MIT + file LICENSE
+Encoding: UTF-8
+Roxygen: list(markdown = TRUE)
+RoxygenNote: 7.3.1
+Imports: 
+    dplyr,
+    jsonlite,
+    logger,
+    pacta.portfolio.allocate,
+    pacta.portfolio.audit, 
+    pacta.portfolio.import,
+    pacta.portfolio.utils,
+    readr
 Remotes:
-  RMI-PACTA/pacta.portfolio.allocate,
-  RMI-PACTA/pacta.portfolio.audit,
-  RMI-PACTA/pacta.portfolio.import,
-  RMI-PACTA/pacta.portfolio.utils
+    RMI-PACTA/pacta.portfolio.allocate,
+    RMI-PACTA/pacta.portfolio.audit@fix/45-pass-currencies-explicitly,
+    RMI-PACTA/pacta.portfolio.import,
+    RMI-PACTA/pacta.portfolio.utils

Dockerfile

@@ -76,8 +76,10 @@ RUN Rscript -e "\
   pak::pak(c(gh_pkgs)); \
   "
 
-COPY . /
+COPY . /workflow.pacta/
+
+RUN Rscript -e "pak::local_install(root = '/workflow.pacta')"
 
 # set default run behavior
-ENTRYPOINT ["/run-pacta.sh"]
-CMD ["input_dir/default_config.json"]
+ENTRYPOINT ["/workflow.pacta/run-pacta.sh"]
+CMD ["/workflow.pacta/input_dir/default_config.json"]

LICENSE

@@ -1,21 +1,2 @@
-MIT License
-
-Copyright (c) 2023 RMI
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
-in the Software without restriction, including without limitation the rights
-to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-SOFTWARE.
+YEAR: 2024
+COPYRIGHT HOLDER: RMI

LICENSE.md

@@ -0,0 +1,21 @@
+# MIT License
+
+Copyright (c) 2024 RMI
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

NAMESPACE

@@ -0,0 +1,7 @@
+# Generated by roxygen2: do not edit by hand
+
+importFrom(logger,log_debug)
+importFrom(logger,log_error)
+importFrom(logger,log_info)
+importFrom(logger,log_trace)
+importFrom(logger,log_warn)

R/calc_weights_and_outputs.R

@@ -0,0 +1,172 @@
+calc_weights_and_outputs <- function(
+  total_portfolio,
+  portfolio_type,
+  output_dir,
+  data_dir,
+  equity_market_list,
+  scenario_sources_list,
+  scenario_geographies_list,
+  sector_list,
+  has_map
+) {
+
+  log_info("Starting {portfolio_type} calculations.")
+
+  log_debug("Subsetting {portfolio_type} portfolio.")
+  port_raw_all <- pacta.portfolio.allocate::create_portfolio_subset(
+    portfolio = total_portfolio,
+    portfolio_type = portfolio_type
+  )
+
+  if (pacta.portfolio.utils::data_check(port_raw_all)) {
+    log_info(
+      "{portfolio_type} portfolio has data. ",
+      "Beginning {portfolio_type} calculations."
+    )
+
+    log_debug("Calculating {portfolio_type} portfolio weights.")
+    port <- pacta.portfolio.allocate::calculate_weights(
+      portfolio = port_raw_all,
+      portfolio_type = portfolio_type
+    )
+
+    log_debug(
+      "Merging ABCD data from database into {portfolio_type} portfolio."
+    )
+    if (portfolio_type == "Bonds") {
+      id_col <- "credit_parent_ar_company_id"
+    } else {
+      id_col <- "id"
+    }
+    id_col <- "credit_parent_ar_company_id"
+    port <- pacta.portfolio.allocate::merge_abcd_from_db(
+      portfolio = port,
+      portfolio_type = portfolio_type,
+      db_dir = data_dir,
+      equity_market_list = equity_market_list,
+      scenario_sources_list = scenario_sources_list,
+      scenario_geographies_list = scenario_geographies_list,
+      sector_list = sector_list,
+      id_col = id_col
+    )
+
+    # Portfolio weight methodology
+    log_info("Calculating portfolio weight methodology.")
+    log_debug("Calculating portfolio weight allocation.")
+    port_pw <- pacta.portfolio.allocate::port_weight_allocation(port)
+
+    log_debug("Aggregating companies for portfolio weight calculation.")
+    company_pw <- pacta.portfolio.allocate::aggregate_company(port_pw)
+
+    log_debug("Aggregating portfolio for portfolio weight calculation.")
+    port_pw <- pacta.portfolio.allocate::aggregate_portfolio(company_pw)
+
+    if (portfolio_type == "Bonds") {
+      log_info("Ownership weight calculation not defined for Bonds. Skipping.")
+      port_own <- NULL
+      company_own <- NULL
+    } else {
+      # Ownership weight methodology
+      log_info("Calculating ownership methodology.")
+      log_debug("Calculating ownership allocation.")
+      port_own <- pacta.portfolio.allocate::ownership_allocation(port)
+
+      log_debug("Aggregating companies for ownership calculation.")
+      company_own <- pacta.portfolio.allocate::aggregate_company(port_own)
+
+      log_debug("Aggregating portfolio for ownership calculation.")
+      port_own <- pacta.portfolio.allocate::aggregate_portfolio(company_own)
+    }
+
+    # Create combined outputs
+    log_debug("Creating combined {portfolio_type} company outputs.")
+    company_all <- dplyr::bind_rows(company_pw, company_own)
+
+    log_debug("Creating combined {portfolio_type} portfolio outputs.")
+    port_all <- dplyr::bind_rows(port_pw, port_own)
+
+    if (has_map && pacta.portfolio.utils::data_check(company_all)) {
+      log_debug("Creating {portfolio_type} map outputs.")
+      abcd_raw <- pacta.portfolio.allocate::get_abcd_raw(portfolio_type)
+      log_debug("Merging geography data into {portfolio_type} map outputs.")
+      map <- pacta.portfolio.allocate::merge_in_geography(
+        portfolio = company_all,
+        ald_raw = abcd_raw
+      )
+      log_trace("Removing abcd_raw object from memory.")
+      rm(abcd_raw)
+
+      log_debug("Aggregating {portfolio_type} map data.")
+      map <- pacta.portfolio.allocate::aggregate_map_data(map)
+    }
+
+    # Technology Share Calculation
+    if (nrow(port_all) > 0L) {
+      log_debug("Calculating {portfolio_type} portfolio technology share.")
+      port_all <- pacta.portfolio.allocate::calculate_technology_share(
+        df = port_all
+      )
+    }
+
+    if (nrow(company_all) > 0L) {
+      log_debug("Calculating {portfolio_type} company technology share.")
+      company_all <- pacta.portfolio.allocate::calculate_technology_share(
+        df = company_all
+      )
+    }
+
+    # Scenario alignment calculations
+    log_debug("Calculating {portfolio_type} portfolio scenario alignment.")
+    port_all <- pacta.portfolio.allocate::calculate_scenario_alignment(
+      df = port_all
+    )
+
+    log_debug("Calculating {portfolio_type} company scenario alignment.")
+    company_all <- pacta.portfolio.allocate::calculate_scenario_alignment(
+      df = company_all
+    )
+
+    results_company_filename <- file.path(
+      output_dir,
+      paste0(portfolio_type, "_results_company.rds")
+    )
+    if (pacta.portfolio.utils::data_check(company_all)) {
+      log_debug("Saving {portfolio_type} company results.")
+      saveRDS(
+        company_all,
+        results_company_filename
+      )
+    }
+
+    results_portfolio_filename <- file.path(
+      output_dir,
+      paste0(portfolio_type, "_results_portfolio.rds")
+    )
+    if (pacta.portfolio.utils::data_check(port_all)) {
+      log_debug("Saving {portfolio_type} portfolio results.")
+      saveRDS(
+        port_all,
+        results_portfolio_filename
+      )
+    }
+
+    if (has_map && pacta.portfolio.utils::data_check(map)) {
+      log_debug("Saving {portfolio_type} map results.")
+      results_map_filename <- file.path(
+        output_dir,
+        paste0(portfolio_type, "_results_map.rds")
+      )
+      saveRDS(
+        map,
+        results_map_filename
+      )
+    }
+
+  } else {
+    log_trace(
+      "{portfolio_type} portfolio has no rows. ",
+      "Skipping {portfolio_type} calculations."
+    )
+  }
+
+}