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goctools 1.1.0

  • 97 functions
  • list_gifts added
  • Improvements to list_supported_employment_billing. Footnotes describe columns. Referrals omitted.
  • Cosmetic improvements to list_membership_by_the_numbers and plot_membership_by_the_numbers
  • Minor improvements to other functions to support Flourish changes: list_staff_progress_notes, list_staff_time, list_supports_by_member_and_type, plot_gifts_by_year, plot_supports_by_staff_and_type

goctools 1.0.0

  • 96 functions. This completes the planned collection and revision of all existing GOC R software

goctools 0.9.0

  • 88 functions. About 7 more to be added to get to Version 1.0.0
  • plot_membership_by_the_numbers shows 12 plots of GOC data on one page. Displays data from list_membership_by_the_numbers

goctools 0.8.0

  • 79 functions. About 14 to be added in future versions
  • dict_city_county added to lookup counties for cities
  • dict_support_types added to translate Flourish dropdown for support types

goctools 0.7.0

  • 67 functions. About 21 to be added in future versions
  • New series: dict_ functions to emulate python dict() objects. Used to translate from internal database key values to external display values. Will be built out in future work:
    • dict_campaign_names Names of gift campaigns
    • dict_table_names Names of Flourish tables, from internal to external. Formerly get_table_names

goctools 0.6.0

  • 58 functions. About 28 to be added in future versions.

  • All check functions added -- most functions have a check parameter. Values shown below. 61 checks in all.

    • check_attendance attendee, date, time_in, time_out, times, location
    • check_contacts phone, email, street, state, nl, full_name, zip, or solicit
    • check_employment member, employer, start, support, pay, or hours
    • check_outreach member, date, type, or outcome
    • check_gifts donor, restriction, anonymous, amount, campaign, date, method, restricted, or thank_you
    • check_progress_notes staff, member, goal, text
    • check_duplicate_contacts
    • check_goals staff, member, text, lapsed_table, and lapsed_list
    • check_supports staff, member, date, duration, type, durations
    • check_duplicate_members
    • check_members contacts, emergency, benefits, demographics, housing, education, employment, medical, referral, admin, and attendance
    • check_users

goctools 0.5.0

  • 51 functions. About 35 to go. Half the "check" functions have been added. Some functions are being combined, some are being parameterized to return specific results, some are being separated into more than one function.

goctools 0.4.0

  • 31 functions. All previously existing functions in the dashboard are now included.
  • The remainder of the work involves converting Rmd files to functions to simplify code management, simplify dashboard, improve reuse, and eliminate use of RMarkdown. All functions are either utilities (helpers, getters, etc), plots -- returning a plot object, or reports -- returning a flextable object. Approximately 60 additional functions will be added.

goctools 0.3.0

  • All helper functions are included

goctools 0.2.0

  • All data getter functions are included

goctools 0.1.0

  • No errors, warnings, notes
  • Can be installed and used from GitHub
  • Added a NEWS.md file to track changes to the package.