v0.2.1.0 Equity Corporate Actions and Strategy Workflow

ledgr 0.2.1.0 models equity corporate actions from sealed point-in-time facts, gives strategies one helper pipeline that behaves the same in dense and availability-aware runs, prints results on one screen, and reads CSV files through one path.

Highlights

• Corporate-action facts (dividends, acquisitions, spin-offs) are sealed into the snapshot with their dates, completeness and provenance. Gross cash distributions post as CASHFLOW events, and positions ended by a corporate action close through a new DISPOSITION event. A declared policy (ledgr_corporate_actions()) governs the treatment, and ledgr_corporate_action_summary() reports what was modeled.
• Snapshots declare their price basis ("split_adjusted" or "distribution_adjusted"), which is part of experiment identity.
• The strategy helper pipeline (signal, selection, target) scores the full universe and carries eligibility explicitly. Trusted strategy recovery (ledgr_run_strategy(trust = TRUE)) can rerun strategies that use ledgr's helpers.
• print(bt) fits on one screen, with the corporate-action and price-basis lines; summary(bt) shows the metrics first. ledgr_run_completion() reports whether a run completed and, if not, why.
• ledgr_snapshot_from_csv() is the single CSV path, read by DuckDB.

Upgrading

• Requires R 4.6.0 or later and duckdb 1.5.6 or later.
• Breaking renames and removals: ctx$vec$positions becomes ctx$vec$position; ledgr_select_argmax()/argmin() become ledgr_rule_argmax()/argmin(); ledgr_pulse_snapshot(initial_cash = ) becomes cash; the CSV importers are replaced by ledgr_snapshot_from_csv(). New experiments record a corporate-action policy, so config hashes differ from 0.2.0.1. See NEWS.md for the full list.

Not claimed

Corporate actions are not complete in this release. It does not claim corporate-action completeness, broker-exact settlement, net cash, tax correctness or exact recipient exposure. Exact quantity settlement, such as new shares from a split or a spin-off, is not modeled, and bars declared distribution-adjusted are refused as execution bars.

Windows and Ubuntu checks, coverage and pkgdown passed on the release branch, on main and on the release tag. Full details are in NEWS.md.