effective dating plsql packages - plsql

We make extensive use of PLSQL packages for reporting purposes. We have the need to change these report generating packages at the beginning of each year. I am looking for a way to deliver the change for 2014 before it is needed for acceptance testing (and to keep things flowing rather than delivering several all at once).
We would like to have both the 2013 and 2014 package installed on the db at the same time and use effective dating to determine which is called if possible. Is this possible? Is there another way to approach. For various reasons it would be difficult to use a solution that required storing these packages with different names or API's.

Maybe you can work around name restrictions with synonyms.
CREATE PACKAGE report_2013 AS...
CREATE PACKAGE report_2014 AS...
then use just
DROP SYNONYM report_package;
CREATE SYNONYM report_package FOR report_2013;
and
DROP SYNONYM report_package;
CREATE SYNONYM report_package FOR report_2014;
to switch between them.

Related

What is the best practice for transferring objects across R projects?

I would like to use R objects (e.g., cleaned data) generated in one git-versioned R project in another git-versioned R project.
Specifically, I have multiple git-versioned R projects (that hold drake plans) that do various things for my thesis experiments (e.g., generate materials, import and clean data, generate reports/articles).
The experiment-specific projects should ideally be:
Connectable - so that I can get objects (mainly data and materials) that I generated in these projects into another git-versioned R project that generates my thesis report.
Self-contained - so that I can use them in other non-thesis projects (such as presentations, reports, and journal manuscripts). When sharing such projects, I'd ideally like not to need to share a monolithic thesis project.
Versioned - so that their use in different projects can be independent (e.g., if I make changes to the data cleaning for a manuscript after submitting the thesis, I still want the thesis to be reproducible as it was originally compiled).
At the moment I can see three ways of doing this:
Re-create the data cleaning process
But: this involves copy/paste, which I'd like to avoid, especially if things change upstream.
Access the relevant scripts/functions by changing the working directory
But: even if I used here it seems that this would introduce poor reproducibility.
Make the source projects into packages and make the objects I want to "export" into exported data (as per the data section of Hadley's R packages guide)
But: I'd like to avoid the unnecessary metadata, artefacts, and noise (e.g., see Miles McBain's "Project as an R package: An okay idea") if I can.
Is there any other way of doing this?
Edit: I tried #landau's suggestion of using a single drake plan, which worked well for a while, until (similar to #vrognas' case) I ended up with too many sub-projects (e.g., conference presentations and manuscripts) that relied on the same objects. Therefore, I added some clarifications above to my intentions with the question.
My first recommendation is to use a single drake plan to unite the stages of the overall project that need to share data. drake is designed to handle a lot of moving parts this way, and it will be more seamless when it comes to drake's decisions about what to rerun downstream. But if you really do need different plans in different sub-projects that share data, you can track each shared dataset as a file_out() file in one plan and track it with file_in() in another plan.
upstream_plan <- drake_plan(
export_file = write_csv(dataset, file_out("exported_data/dataset.csv"))
)
downstream_plan <- drake_plan(
dataset = read_csv(file_in("../upstream_project/exported_data/dataset.csv"))
)
You fundamentally misunderstood Miles McBain’s critique. He isn’t saying that you shouldn’t write reusable code nor that you shouldn’t use packages. He’s saying that you shouldn’t use packages for everything. But reusable code (i.e. code that you want to reuse) absolutely belongs in packages (or, better, modules), which can then be used in multiple projects.
That being said, first off, pay attention to Will Landau’s advice.
Secondly, you can make your RStudio projects configurable such that they can load data based on paths given in a configuration. Once that’s accomplished, nothing speaks against hard-coding paths to data in different projects inside that config file.
I am in a similar situation. I have many projects that are spawned from one raw dataset. Previously, when the project was young and small, I had it all in one version controlled project. This got out of hand as more sub-projects were spawned and my git history got cluttered from working on projects in parallel. This could be to my lack of skills with git. My folder structure looked something like this:
project/.git
project/main/
project/sub-project_1/
project/sub-project_2/
project/sub-project_n/
I contemplated having each project in its own git branch, but then I could not access them simultaneously. If I had to change something to the main dataset (eg I might have not cleaned some parts) then project 1 could become outdated and nonfunctional. Once I had finished project 1, I would have liked it to be isolated and contained for reproducibility. This is easier to achieve if the projects are separated. I don't think a drake/targets plan would solve this?
I also looked briefly into having the projects as git submodules but it seemed to add too much complexity. Again, my git ignorance might shine through here.
My current solution is to have the main data as an R-package, and each sub-project as a separate git-versioned folder (they are actually packages as well, but this is not necessary). This way I can load in a specific version of the data (using renv for package versions).
My folder structure now looks something like this:
main/.git
sub-project_1/.git
sub-project_2/.git
sub-project_n/.git
And inside each sub-project, I call library(main) to load the cleaned data. Within each sub-project, a drake/targets plan could be used.

Ada dependency graph

I need to create a dependency graph for a software suite that I am working on. In the past the company I work for has always done this manually, but I am guessing that there is a tool somewhere that will do what we need.
The software I am working with is Ada95, and has about 200 code modules/files, with about 40 packages. I need to create a map that will trace every output, individually, back to each input or constant that will have an impact on the output. Does anybody know of a tool that would accomplish this? Or even just partially accomplish it?
AdaCore's GPS (available from http://libre.adacore.com) comes with a command line tool named gnatinspect. You can use this tool to load all cross-reference information generated by the compiler (assuming you are compiling with GNAT). This creates a sqlite database (gnatinspect.db) which contains all information you need. gnatinspect itself provides a number of pre-made queries that might get you at least partially to where you want to go.
You could also look at ASIS, as a way to do this kind of queries directly on the code. I am told this is not so easy to use the first time around though.
There is also an older tool provided with gnat (gnatxref) which does something similar, although it is being superceded by gnatinspect.
Finally, you could look at gnat2xml as an alternative to ASIS if you are more comfortable parsing XML files.

Can Quantstrat be used to generate orders for a production system

After using Quantstrat to successfully backtest a strategy, is there any way to use the same signal/indicator/rule code to generate orders for production trading?
It seems like this might be possible by using the order book, but I haven't been able to find any examples or demos that explain how to generate orders for the future using data up to the present time.
Any pointers or advice on how to accomplish this would be appreciated.
It's theoretically possible, but why would you want to? quantstrat is designed to make it easier to test ideas quickly and accurately. That's a very different problem domain than production trading. In short, use the right tool for the job.
If you really want to go this route, you would need to:
update your mktdata object for each new piece of relevant market data you receive,
run applyIndicators, applySignals, and applyRules on the necessary subset,
write a new ruleOrderProc (and maybe ruleSignal) to send orders to your broker.

Accessing Reuters data from R/VBA

I use the market QA data base and I would like to be able to access the data directly from R or vba or even another language if needed to pursue my studies. I couldn't find any API, has anyone here already done this before?
Thanks
The 'tm' package has some worked examples. You may need to be more specific about what or of data you are targeting.

Where in R do I permanently store my custom functions?

I have several custom functions that I use frequently in R. Rather than souce this file (or parts thereof) in each script, is there some way to add this to a base R file such that they are always available when I use R?
Yes, create a package. There are numerous tutorials as well as the Writing R Extensions manual that came with your copy of R.
It may seem like too much work at first, but you will probably be glad that you did this in the longer run.
PS And you can then load that package from ~/.Rprofile. For really short code, you can also define it there.
A package may be overkill for a for a few useful functions. I'd argue there's nothing wrong with explicitly source()ing them as you need them - at least it is explicit so that if you email someone your code, you won't forget to include those other scripts.
Another option is to use the .Rprofile file. You can read about the details in ?Startup. Basically, the idea is that:
...a file called ‘.Rprofile’ is searched for in the current directory or
in the user's home directory (in that order). The user profile file is
sourced into the workspace.
You can read here about how many people use this functionality.
The accepted answer is best long-term: Make a package.
Luckily, the learning curve for doing this has been dramatically reduced by the devtools package: It automates package creation (a nice assist in getting off on the right foot), encourages good practices (like documenting with roxygen2, and helps with using online version control (bitbucket, github or other), sharing your package with others. It's also very helpful for smoothing your way to CRAN submission.
Good docs at http://adv-r.had.co.nz and http://r-pkgs.had.co.nz .
to create your package, for instance you can:
install.packages("devtools")
devtools::create("path/to/package/pkgname")
You could also look at the 'mvbutils' package: it lets you set up a hierarchical set of "tasks" (folders with workspace ".RData" files in them) such that you can always see what's in the ancestral tasks (ie the ancestors are in the search() path). So you can put your custom functions in the "starting task" where you always start R; and then you change to vwhatever project-specific task you require, so you can avoid cluttered workspaces, but you'll still be able to use (and edit) your custom functions because the starting task is always ancestral. Objects (including functions) get stored in ".RData" files and are thus loaded/saved automatically, but there are separate text-backup facilities for functions.
There are lots of different ways of working in R, and no "one-size-fits-all" best solution. It's also not easy to find an overview! Speaking just for myself:
I'm not a fan of having to 'source' everything in every time; for one thing, it simply doesn't work with big data sets and/or results of model runs.
I think packages are hard to create and maintain; there is a really significant overhead. After the first 5 packages you write, it does get a bit easier provided you do it on at least a weekly basis so you don't forget how, but really...
In fact, 'mvbutils' also has a bunch of tools for facilitating the creation and (especially) maintenance of packages, designed to interface smoothly with the task-hierarchy system. I use & edit my own packages all the time (including editing mvbutils itself); but if it wasn't for the tools in 'mvbutils', I'd be grinding my teeth in frustration most days of the week.

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