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Point to workflow.factset for file definitions
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AlexAxthelm committed Jan 19, 2024
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# workflow.data.preparation

Running the workflow requires a file `.env` to exist in the root directory, that looks like...
``` sh

```sh
HOST_INPUTS_PATH=/PATH/TO/AR_YYYYQQ
HOST_OUTPUTS_PATH=/PATH/TO/YYYYQQ_pacta_analysis_inputs_YYYY-MM-DD/YYYYQQ
GITHUB_PAT=ghp_XXXXxxXxXXXxXxxX
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Run `docker-compose up` from the root directory, and docker will build the image (if necessary), and then run the data.prep process given the specified options in the .env file.

Use `docker-compose build --no-cache` to force a rebuild of the Docker image.

## Required Input Files

### FactSet Data

Files exported by [`{workflow.factset}`](https://github.com/RMI-PACTA/workflow.factset) provide financial data to tie to production data.
See the [`workflow.factset` README](https://github.com/RMI-PACTA/workflow.factset#exported-files) for more information on expected file format.

The required files are:

- factset_entity_financing_data.rds
- factset_entity_info.rds
- factset_financial_data.rds
- factset_fund_data.rds
- factset_isin_to_fund_table.rds
- factset_iss_emissions.rds

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