2_project_input_analysis.R

In 2DegreesInvesting/PACTA_analysis: Helpers for 'PACTA_analysis'

# This script obtains data, processes the portfolio and saves the files

####################
#### DATA FILES ####
####################
currencies <- get_and_clean_currency_data()

fund_data <- get_and_clean_fund_data()

fin_data <- get_and_clean_fin_data(fund_data)

comp_fin_data <- get_and_clean_company_fin_data()

debt_fin_data <- get_and_clean_debt_fin_data()

revenue_data <- get_and_clean_revenue_data()

average_sector_intensity <- get_average_emission_data(inc_emission_factors)

company_emissions <- get_company_emission_data(inc_emission_factors)

####################
#### PORTFOLIOS ####
####################
portfolio_raw <- read_raw_portfolio_file(project_name)

portfolio <- process_raw_portfolio(
  portfolio_raw,
  fin_data,
  fund_data,
  currencies,
  grouping_variables
)

# information of coverage and coverage loses for all funds in raw_portfolio
fund_coverage <- get_fund_coverage(
  portfolio_raw,
  fin_data,
  fund_data,
  currencies,
  grouping_variables
)

# reduce information on fund coverage to a data frame that can be shared with users
fund_coverage_summary <- summarize_fund_coverage(fund_coverage)

# list ISINs of unknown funds in funds. the list includes value_usd to estimate importance of the isin for o
unknown_funds_in_funds <- list_unknown_funds_in_funds(portfolio)

portfolio <- add_revenue_split(has_revenue, portfolio, revenue_data)

portfolio <- create_ald_flag(portfolio, comp_fin_data, debt_fin_data)

eq_portfolio <- create_portfolio_subset(
  portfolio,
  "Equity"
)

cb_portfolio <- create_portfolio_subset(
  portfolio,
  "Bonds"
)

portfolio_total <- add_portfolio_flags(portfolio)

portfolio_overview <- portfolio_summary(portfolio_total)

audit_file <- create_audit_file(portfolio_total)

create_audit_chart(audit_file, proc_input_path)

emissions_totals <- calculate_portfolio_emissions(
  inc_emission_factors,
  audit_file,
  fin_data,
  comp_fin_data,
  average_sector_intensity,
  company_emissions
)

################
#### SAVING ####
################
# Todo: add this to a parameter file
file_format_list <- "rda"

if (length(file_format_list) == 0) {
  stop("Saving results: No file formats defined")
}

if ("csv" %in% file_format_list) {
  if (data_check(portfolio_total)) {
    write_csv_file(portfolio_total, file = paste0(proc_input_path, "/", project_name, "_total_portfolio.csv"))
  }
  if (data_check(eq_portfolio)) {
    write_csv_file(eq_portfolio, file = paste0(proc_input_path, "/", project_name, "_equity_portfolio.csv"))
  }
  if (data_check(cb_portfolio)) {
    write_csv_file(cb_portfolio, file = paste0(proc_input_path, "/", project_name, "_bonds_portfolio.csv"))
  }
  if (data_check(portfolio_overview)) {
    write_csv_file(portfolio_overview, file = paste0(proc_input_path, "/", project_name, "_overview_portfolio.csv"))
  }
  if (data_check(audit_file)) {
    write_csv_file(audit_file, file = paste0(proc_input_path, "/", project_name, "_audit_file.csv"))
  }
  if (data_check(emissions_totals)) {
    write_csv_file(emissions_totals, file = paste0(proc_input_path, "/", project_name, "_emissions.csv"))
  }
  if (data_check(fund_coverage_summary)){
    write_csv_file(fund_coverage_summary, file = file.path(proc_input_path_, "fund_coverage_summary.csv"))
  }
  if (data_check(unknown_funds_in_funds)){
    write_csv_file(unknown_funds_in_funds, file = file.path(proc_input_path_, "unknown_funds_in_funds.csv"))
  }
}

if ("rds" %in% file_format_list | "rda" %in% file_format_list) {
  if (data_check(portfolio_total)) {
    write_rds(portfolio_total, paste0(proc_input_path, "/", project_name, "_total_portfolio.rda"))
  }
  if (data_check(eq_portfolio)) {
    write_rds(eq_portfolio, paste0(proc_input_path, "/", project_name, "_equity_portfolio.rda"))
  }
  if (data_check(cb_portfolio)) {
    write_rds(cb_portfolio, paste0(proc_input_path, "/", project_name, "_bonds_portfolio.rda"))
  }
  if (data_check(portfolio_overview)) {
    write_rds(portfolio_overview, paste0(proc_input_path, "/", project_name, "_overview_portfolio.rda"))
  }
  if (data_check(audit_file)) {
    write_rds(audit_file, paste0(proc_input_path, "/", project_name, "_audit_file.rda"))
  }
  if (data_check(emissions_totals)) {
    write_rds(emissions_totals, paste0(proc_input_path, "/", project_name, "_emissions.rda"))
  }
  if (data_check(fund_coverage_summary)){
    write_rds(fund_coverage_summary, file.path(proc_input_path, "fund_coverage_summary.rda"))
  }
  if (data_check(unknown_funds_in_funds)){
    write_rds(unknown_funds_in_funds, file.path(proc_input_path, "unknown_funds_in_funds.rda"))
  }

}