Changelog • pacta.portfolio.allocate

pacta.portfolio.allocate (development version)

release version of {dbplyr} 2.4.0 or greater is now required
removes all TDM related stuff, including functions calculate_tdm() and tdm_conditions_met(), and the Transition Disruption Metric vignette

loses tdm_scenarios() and determine_tdm_variables() in favour of defining these parameters explicitly in workflow.transition.monitor (#3).
tdm_conditions_met gains arguments data, t0, delta_t1, delta_t2, scenarios and additional groups. The function now has more expanded and comprehensive validation (#17).
adds new functions get_entity_info() and left_join_entity_info() to facilitate reading and merging in entity info from an on-disk SQLite database if available
modifies the merge_abcd_from_db() function so that it can read and merge the ABCD_scenario data from an on-disk SQLite database if available
adds new merge_abcd_from_db() as a drop-in replacement for the pattern ald_scen_eq <- get_ald_scen("Equity"); port_eq_old <- merge_in_ald(port_eq, ald_scen_eq); rm(ald_scen_eq).
depends on {dplyr} >= 1.1.0 for the new per-operation grouping with .by/by (see ?dplyr_by), and for new dplyr::join_by() function.
lose the exported function data_includes_tdm_scenarios().
determine_tdm_variables now sets delta_t2 = 10 (used to be 9).
quit_if_no_pacta_relevant_data() now also generates a PDF with the error message in place of the executive summary (#212).
quit_if_no_pacta_relevant_data() now fails on Bonds with no ALD in fin_sector (#194).

Added a NEWS.md file to track changes to the package. This package is a hard-fork of pacta.portfolio.analysis at commmit 3cbc3c1.