web_tool_script_2.R

suppressPackageStartupMessages({
  library(pacta.portfolio.utils)
  library(pacta.portfolio.allocate)
  library(cli)
  library(dplyr)
})

cli::cli_h1("web_tool_script_2.R{get_build_version_msg()}")


# Start run analysis -----------------------------------------------------------

if (!exists("portfolio_name_ref_all")) {
  portfolio_name_ref_all <- "1234"
}
if (!exists("portfolio_root_dir")) {
  portfolio_root_dir <- "working_dir"
}

setup_project()

working_location <- file.path(working_location)

set_webtool_paths(portfolio_root_dir)

set_portfolio_parameters(file_path = file.path(par_file_path, paste0(portfolio_name_ref_all, "_PortfolioParameters.yml")))

proj_param_filename <- ifelse(
  project_code == "GENERAL",
  paste0("ProjectParameters_", project_code, "_", port_holdings_date, ".yml"),
  proj_param_filename <- paste0("ProjectParameters_", project_code, ".yml")
)
project_config_path <- file.path(working_location, "parameter_files", proj_param_filename)
set_project_parameters(project_config_path)

# need to define an alternative location for data files
analysis_inputs_path <- set_analysis_inputs_path(data_location_ext)

# delete all results files within the current portfolio folder
unlink(file.path(results_path, portfolio_name_ref_all, "*"), force = TRUE, recursive = TRUE)

# run again so output folders are available after deleting past results
create_portfolio_subfolders(portfolio_name_ref_all)

source("R/utils.R")
merge_configs_and_export_environment_info(
  portfolio_config_path = file.path(par_file_path, paste0(portfolio_name_ref_all, "_PortfolioParameters.yml")),
  project_config_path = project_config_path,
  data_manifest_path = file.path(analysis_inputs_path, "manifest.json"),
  dir = log_path,
  filename = "environment_info_webtool2.json"
)


# quit if there's no relevant PACTA assets -------------------------------------

total_portfolio_path <- file.path(proc_input_path, portfolio_name_ref_all, "total_portfolio.rds")
if (file.exists(total_portfolio_path)) {
  total_portfolio <- readRDS(total_portfolio_path)
  quit_if_no_pacta_relevant_data(total_portfolio)
} else {
  warning("This is weird... the `total_portfolio.rds` file does not exist in the `30_Processed_inputs` directory.")
}


# Equity -----------------------------------------------------------------------

port_raw_all_eq <- create_portfolio_subset(total_portfolio, "Equity")

if (inherits(port_raw_all_eq, "data.frame") && nrow(port_raw_all_eq) > 0) {
  map_eq <- NA
  company_all_eq <- NA
  port_all_eq <- NA

  port_eq <- calculate_weights(port_raw_all_eq, "Equity")

  port_eq <- merge_abcd_from_db(
    portfolio = port_eq,
    portfolio_type= "Equity",
    db_dir = analysis_inputs_path,
    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"
  )

  # Portfolio weight methodology
  port_pw_eq <- port_weight_allocation(port_eq)

  company_pw_eq <- aggregate_company(port_pw_eq)

  port_pw_eq <- aggregate_portfolio(company_pw_eq)

  # Ownership weight methodology
  port_own_eq <- ownership_allocation(port_eq)

  company_own_eq <- aggregate_company(port_own_eq)

  port_own_eq <- aggregate_portfolio(company_own_eq)

  # Create combined outputs
  company_all_eq <- bind_rows(company_pw_eq, company_own_eq)

  port_all_eq <- bind_rows(port_pw_eq, port_own_eq)

  if (has_map) {
    abcd_raw_eq <- get_abcd_raw(
      portfolio_type = "Equity",
      analysis_inputs_path = analysis_inputs_path,
      start_year = start_year,
      time_horizon = time_horizon,
      sector_list = sector_list
    )
    map_eq <- merge_in_geography(
      portfolio = company_all_eq,
      ald_raw = abcd_raw_eq,
      sector_list = sector_list
    )
    rm(abcd_raw_eq)

    map_eq <- aggregate_map_data(map_eq)
  }

  # Technology Share Calculation
  port_all_eq <- calculate_technology_share(port_all_eq)

  company_all_eq <- calculate_technology_share(company_all_eq)

  # Scenario alignment calculations
  port_all_eq <- calculate_scenario_alignment(port_all_eq)

  company_all_eq <- calculate_scenario_alignment(company_all_eq)

  pf_file_results_path <- file.path(results_path, portfolio_name_ref_all)
  if (!dir.exists(pf_file_results_path)) {
    dir.create(pf_file_results_path)
  }

  if (data_check(company_all_eq)) {
    saveRDS(company_all_eq, file.path(pf_file_results_path, "Equity_results_company.rds"))
  }

  if (data_check(port_all_eq)) {
    saveRDS(port_all_eq, file.path(pf_file_results_path, "Equity_results_portfolio.rds"))
  }

  if (has_map) {
    if (data_check(map_eq)) {
      saveRDS(map_eq, file.path(pf_file_results_path, "Equity_results_map.rds"))
    }
  }

  rm(port_raw_all_eq)
  rm(port_eq)
  rm(port_pw_eq)
  rm(port_own_eq)
  rm(port_all_eq)
  rm(company_pw_eq)
  rm(company_own_eq)
  rm(company_all_eq)
}


# Bonds ------------------------------------------------------------------------

port_raw_all_cb <- create_portfolio_subset(total_portfolio, "Bonds")

if (inherits(port_raw_all_cb, "data.frame") && nrow(port_raw_all_cb) > 0) {
  map_cb <- NA
  company_all_cb <- NA
  port_all_cb <- NA

  port_cb <- calculate_weights(port_raw_all_cb, "Bonds")

  port_cb <- merge_abcd_from_db(
    portfolio = port_cb,
    portfolio_type= "Bonds",
    db_dir = analysis_inputs_path,
    equity_market_list = equity_market_list,
    scenario_sources_list = scenario_sources_list,
    scenario_geographies_list = scenario_geographies_list,
    sector_list = sector_list,
    id_col = "credit_parent_ar_company_id"
  )

  # Portfolio weight methodology
  port_pw_cb <- port_weight_allocation(port_cb)

  company_pw_cb <- aggregate_company(port_pw_cb)

  port_pw_cb <- aggregate_portfolio(company_pw_cb)

  # Create combined outputs
  company_all_cb <- company_pw_cb

  port_all_cb <- port_pw_cb

  if (has_map) {
    if (data_check(company_all_cb)) {
      abcd_raw_cb <- get_abcd_raw(
        portfolio_type = "Bonds",
        analysis_inputs_path = analysis_inputs_path,
        start_year = start_year,
        time_horizon = time_horizon,
        sector_list = sector_list
      )
      map_cb <- merge_in_geography(
        portfolio = company_all_cb,
        ald_raw = abcd_raw_cb,
        sector_list = sector_list
      )
      rm(abcd_raw_cb)

      map_cb <- aggregate_map_data(map_cb)
    }
  }

  # Technology Share Calculation
  if (nrow(port_all_cb) > 0) {
    port_all_cb <- calculate_technology_share(port_all_cb)
  }

  if (nrow(company_all_cb) > 0) {
    company_all_cb <- calculate_technology_share(company_all_cb)
  }

  # Scenario alignment calculations
  port_all_cb <- calculate_scenario_alignment(port_all_cb)

  company_all_cb <- calculate_scenario_alignment(company_all_cb)

  pf_file_results_path <- file.path(results_path, portfolio_name_ref_all)
  if (!dir.exists(pf_file_results_path)) {
    dir.create(pf_file_results_path)
  }

  if (data_check(company_all_cb)) {
    saveRDS(company_all_cb, file.path(pf_file_results_path, "Bonds_results_company.rds"))
  }

  if (data_check(port_all_cb)) {
    saveRDS(port_all_cb, file.path(pf_file_results_path, "Bonds_results_portfolio.rds"))
  }

  if (has_map) {
    if (data_check(map_cb)) {
      saveRDS(map_cb, file.path(pf_file_results_path, "Bonds_results_map.rds"))
    }
  }

  rm(port_raw_all_cb)
  rm(port_cb)
  rm(port_pw_cb)
  rm(port_all_cb)
  rm(company_pw_cb)
  rm(company_all_cb)
}


remove_if_exists(port_raw_all_eq)
remove_if_exists(port_raw_all_cb)
remove_if_exists(ald_scen_eq)
remove_if_exists(ald_scen_cb)
remove_if_exists(company_all_eq)
remove_if_exists(company_all_cb)
remove_if_exists(port_eq)
remove_if_exists(port_cb)
remove_if_exists(company_own_eq)