Changelog

Source: NEWS.md

rcc.billing 1.44.2 (released 2024-09-09)

• Add source code URL to URL param in DESCRIPTION (@pbchase, #252)
• Update run-tests.yml (@saipavan10-git, #252)
• Add SIPOC for cleanup_bad_email_addresses (@saipavan10-git, @pbchase, #252)

rcc.billing 1.44.1 (released 2024-09-09)

• Update .zenodo.json with references and creator edits (@pbchase)
• Add DOI to README.md (@pbchase)
• Move functions and data into test space (@pbchase, #251)
• Move cleanup_project_ownership_test_data into test space (@pbchase, #251)

rcc.billing 1.44.0 (released 2024-09-09)

• Update docs for publication (@pbchase)
• Reactivate cron/create_and_send_new_invoice_line_items (@pbchase)

rcc.billing 1.43.1 (released 2024-09-04)

• Deselect term_date_is_accurate in project functions (@pbchase)

rcc.billing 1.43.0 (released 2024-09-04)

• Fix doc formatting for service_request_time() (@pbchase)
• Add Sai’s ORCID in DESCRIPTION (@pbchase)
• Add employees to ctsit_staff* data frames (@pbchase, #250)
• Refactor ctsit_staff.R to make it easier to maintain (@pbchase, #250)
• Update revenue_status_and_projections.qmd (@pbchase)
• Add ‘REDCap consulting revenue’ section to revenue_status_and_projections.qmd (@pbchase)
• Update vignettes (@pbchase)

rcc.billing 1.42.1 (released 2024-08-26)

• Remove unsuspended_high_privilege_faculty from cleanup_project_ownership_table.R (@pbchase)

rcc.billing 1.42.0 (released 2024-08-26)

• Add ORCIDs in package authors (@pbchase, #249)
• Add vignettes for most ETLs and reports (@pbchase, @saipavan10-git, #244, #245, #246, #247)

rcc.billing 1.41.4 (released 2024-08-15)

• Update github workflows to allow R to correctly access the PAT (@saipavan10-git)
• Update description file to have a REMOTES section for ctsit packages (@saipavan10-git)
• Update dependency installation for pkgdown workflow (@saipavan10-git)

rcc.billing 1.41.3 (released 2024-08-14)

• Update github workflows to address missing dependencies (@pbchase)

rcc.billing 1.41.2 (released 2024-08-14)

• Update image version in run-tests.yaml (@pbchase)
• Resequence dependencies in pkgdown.yaml (@pbchase)

rcc.billing 1.41.1 (released 2024-08-14)

• Add dependencies in pkgdown.yaml (@pbchase)

rcc.billing 1.41.0 (released 2024-08-13)

• Add first vignette, cleanup_bad_email_addresses (@pbchase)

rcc.billing 1.40.0 (released 2024-08-13)

• Initialize pkgdown with usethis::use_pkgdown_github_pages() (@pbchase)
• Update README.md (@pbchase)
• Add schema upgrade scripts for release 1.39.0 (@pbchase)

rcc.billing 1.39.1 (released 2024-08-13)

• Add return_all_records param to get_service_request_lines() (@pbchase, #239)

rcc.billing 1.39.0 (released 2024-08-13)

• Add fiscal_contact details to invoice_line_item (@saipavan10-git, @pbchase, #237, #238)

rcc.billing 1.38.1 (released 2024-08-01)

• Read always_bill in update_probono_service_request_records.R (@pbchase)

rcc.billing 1.38.0 (released 2024-08-01)

• Deactivate create_and_send_new_invoice_line_items (@pbchase)
• Add support for always_bill in get_probono_service_request_updates() (@pbchase, #236)
• Fix duckdb disconnect warnings caused by tests (@pbchase, #235)
• Create and send service_request_line_items in create_and_send_new_invoice_line_items (@saipavan10-git, @pbchase, #235)
• Add get_service_request_lines() (@saipavan10-git, @pbchase, #233)
• Add get_service_request_line_items() (@saipavan10-git, @pbchase, #233)
• Add tests for get_project_details_for_billing() (@pbchase, #233)
• Fix tests for get_target_projects_to_invoice() (@pbchase, #233)
• Update docs for get_new_project_invoice_line_items() (@pbchase, #233)

rcc.billing 1.37.2 (released 2024-07-22)

• Refactor create_and_send_new_redcap_prod_per_project_line_items.R (@pbchase, #228, #230)
• Add get_new_project_invoice_line_items() (@pbchase, #228, #230).
• Add get_new_project_service_instances() (@pbchase, #228, #230).
• Add get_target_projects_to_invoice() (@pbchase, #228, #230).

rcc.billing 1.37.1 (released 2024-07-01)

• Fix bugs in revenue_status_and_projections.qmd (@pbchase)

rcc.billing 1.37.0 (released 2024-06-26)

• Adjust run times for update_probono_service_request_records (@pbchase)
• Add update_free_support_time_remaining.R and a schema file for the empty table it needs (@pbchase, #224)
• Add people_with_rights_to_unpaid_invoice_line_items.R, get_project_flags(), and get_user_rights_and_info() (@pbchase, #220)
• Rename get_user_rights_and_info() to get_user_rights_and_info_v1() (@pbchase)

rcc.billing 1.36.1 (released 2024-06-20)

• Mount the credentials volume in cron/update_probono_service_request_records (@pbchase)

rcc.billing 1.36.0 (released 2024-06-20)

• Add single-use/backfill_billable_rate_in_service_request_records.R (@pbchase)
• Modernize_imports_and_conform_to_tidyselect (@pbchase, #223)
• Add get_service_request_lines() (@ljwoodley, @pbchase, #219, #205)
• Add update_invoice_line_items_to_correct_fiscal_year.R a script we used once in August 2023 (@pbchase)
• Add get_probono_service_request_records() (@ljwoodley, @pbchase, #218, #207)

rcc.billing 1.35.0 (released 2024-05-23)

• Set custom CC when running revenue_status_and_projections (@pbchase)
• Revise input file search and management in update_invoice_line_items_with_invoicing_details.R (@pbchase)
• Add get_ctsi_study_id_to_project_id_map (@ljwoodley, @pbchase, @ChemiKyle, #212)
• Reflow make_test_data_for_get_billable_candidates.R (@pbchase)

rcc.billing 1.34.0 (released 2024-04-26)

• Add draft_reports.qmd (@pbchase)
• Add get_project_details_for_billing (@ljwoodley)
• Add ‘REDCap consulting’ service_type to test data (@pbchase)
• CC REDCAP_BILLING_L in request_correction_of_bad_ownership_data.R (@pbchase)
• Update create_and_send_new_redcap_prod_per_project_line_items.R to prevent duplicates (@pbchase)
• Update revenue_status_and_projections.qmd (@pbchase)
  • Add a note to Figure 3. ‘REDCap APB Revenue by FY with 12 months of projected revenue.’
    
  • Add more aging brackets.
  • Fix chit-chat about historic payment rate.
  • Remove ‘Possible revenue opportunities’.
  • Remove ‘Projecting income from extant billable projects’ section
    
  • Remove ‘Payments Rates and Projections’ section.
  • Remove ‘Report summary’ section.

rcc.billing 1.33.2 (released 2024-03-15)

• Fix NA in average_portion_paid in revenue_status_and_projections.qmd (@pbchase)

rcc.billing 1.33.1 (released 2024-03-12)

• Fix bad collect() syntax (@pbchase)
• Fix crashes in sequester_unpaid_projects.R (@pbchase)

rcc.billing 1.33.0 (released 2024-02-27)

• Add fiscal year reporting to revenue_status_and_projections.qmd (@pbchase)
• Add revenue_description to red_team_auxiliary_revenue_actuals_redcap_apb.csv output in revenue_status_and_projections.qmd (@pbchase)
• Control positioning in revenue_status_and_projections.qmd (@pbchase)

rcc.billing 1.32.0 (released 2024-02-14)

• Add owner’s org data to get_billable_candidates() output (@pbchase, @ChemiKyle)

rcc.billing 1.31.1 (released 2024-02-12)

• Update update_invoice_line_items_with_invoicing_details.R to fix target table in service_instance_update. (@pbchase)

rcc.billing 1.31.0 (released 2024-02-08)

• Curate and use CTSI Study IDs (@pbchase)

rcc.billing 1.30.0 (released 2024-01-12)

• Fix typos in text of revenue_status_and_projections.qmd (@pbchase)
• Update update_invoice_line_items_with_invoicing_details to handle do not bill reasons (@ChemiKyle)

rcc.billing 1.29.1 (released 2023-12-08)

• Fix create_and_send_new_redcap_prod_per_project_line_items.R

rcc.billing 1.29.0 (released 2023-11-21)

• Implement code changes required for the Fall 2023 rate increase (@pbchase)
• Update revenue_status_and_projections.qmd adding revenue_by_month_received (@pbchase, @ljwoodley)

rcc.billing 1.28.0 (released 2023-11-01)

• Replace fig-revenue-by-month with fig-revenue-by-month-invoiced and fig-revenue-by-month-received in revenue_status_and_projections.qmd (@pbchase)
• Add bar labels to fig-revenue-by-month-* figures in revenue_status_and_projections.qmd (@pbchase)
• Adjust project revenue to use just the last 12 months and correct for the rate increase in revenue_status_and_projections.qmd (@pbchase)

rcc.billing 1.27.0 (released 2023-10-31)

• Add delete_abandoned_projects.R (@ljwoodley)

rcc.billing 1.26.0 (released 2023-10-24)

• Add export_project_data_with_owner_org.R (@pbchase)
• Change annual project price from $100 to $130 in warning communications (@ChemiKyle)

rcc.billing 1.25.1 (released 2023-10-16)

• Update broken Update Project Ownership links (@ChemiKyle)
• Prevent sequestered projects from receiving billing warnings (@ChemiKyle)
• Fix typo in revenue_status_and_projections.qmd (@pbchase)
• Update broken link to document that details project deletion steps (@ChemiKyle)
• Update update_invoice_line_items_with_invoicing_details.R (@pbchase)
• Remove unused code from warn_owners_of_impending_bill.R (@pbchase)
• Update Roxygen version in DESCRIPTION (@pbchase)
• Update test-get_billable_candidates.R (@pbchase)
• Remove unused code from get_billable_candidates() (@pbchase)

rcc.billing 1.25.0 (released 2023-08-29)

• Update revenue_status_and_projections (@pbchase)

rcc.billing 1.24.0 (released 2023-08-23)

• Add write_uf_fiscal_orgs_to_person_org ETL (@ChemiKyle)
• add cron job for invoice line item creation (@ljwoodley)
• add test for df row count (@ljwoodley)
• Replace current_fiscal_year with fiscal_year_invoiced concept (@pbchase)
• create empty please_fix_log df (@ljwoodley)

rcc.billing 1.23.0 (released 2023-08-04)

• Add reason to project sequestration messages (@pbchase)
• Add speed improvements to get_orphaned_projects (@pbchase)
• Replace NA character with NA string to prevent entire email from appearing as NA (@ChemiKyle)
• Refactor SQLite out of get_orphaned_projects and its tests (@pbchase)
• Update render report (@ljwoodley)

rcc.billing 1.22.2 (released 2023-07-19)

• Accommodate very long project titles (@pbchase)

rcc.billing 1.22.1 (released 2023-07-19)

• Accommodate very long project titles (@pbchase)
• Update revenue_status_and_projections.qmd (@pbchase)
• Update update_invoice_line_items_with_invoicing_details.R to handle non-rccbilling data (@pbchase)
• Update report_on_projects_by_dept.R (@pbchase)

rcc.billing 1.22.0 (released 2023-06-23)

• Add cancel_invoice_line_items.R (@pbchase)
• Add ban_people_from_ownership.R (@pbchase)
• Add report_on_projects_by_dept.R (@pbchase)
• Add get_billable_candidates() (@pbchase)
• Silence long path warnings relating to request_correction_of_bad_ownership_data.R (@pbchase)
• Refactor billable_candidates.R to use get_billable_candidates() (@pbchase)

rcc.billing 1.21.2 (released 2023-06-07)

• Update revenue_status_and_projections.qmd (@pbchase)

rcc.billing 1.21.1 (released 2023-06-07)

• Update cron file for new render_report.R (@pbchase)

rcc.billing 1.21.0 (released 2023-06-07)

• Update render_report.R to add Quarto support (@pbchase)
• Ban PIs who left UF in update_invoice_line_items_with_invoicing_details.R (@pbchase)

rcc.billing 1.20.0 (released 2023-06-05)

• Add revenue_status_and_projections.qmd (@pbchase)
• Update email templates (@pbchase)

rcc.billing 1.19.0 (released 2023-05-24)

• Add remind_owners_to_review_ownership.R (@pbchase)
• Update sequester_unpaid_projects.R (@pbchase)
• Add historic redcap admins to CTS-IT staff (@pbchase)

rcc.billing 1.18.2 (released 2023-04-03)

• Filter out sequestered and deleted projects in sequester_unpaid_projects.R (@pbchase)

rcc.billing 1.18.1 (released 2023-04-03)

• Fix NEWS.md (@pbchase)

rcc.billing 1.18.0 (released 2023-04-03)

• Add sequester_unpaid_projects ETL (@ChemiKyle)
• Set date_sent when creating invoice line items (@pbchase)
• Fix cron for write_uf_fiscal_orgs_to_org_hierarchies.R again (@pbchase)

rcc.billing 1.17.0 (released 2023-03-17)

• Add ETL to write to org_hierachies from VIVO Add schema for org_hierarchies (@ChemiKyle)
• Add cron’d runs of sequester_orphans.R (@pbchase)
• Simplify manual sequestration in sequester_orphans.R (@pbchase)

rcc.billing 1.16.0 (released 2023-03-03)

• Add banned_owners rule to get_orphaned_projects function Add banned_owners schema (@ChemiKyle)
• Embrace subdirectories for db specific tables in testing data (@ChemiKyle)
• Rename conn to mem_conn in get_orphaned_projects test (@ChemiKyle)
• Prevent blank emails on new invoice line items (@pbchase)

rcc.billing 1.15.0 (released 2023-02-27)

• Add unit test for get_orphaned_projects() (@pbchase)
• Add unresolvable_ownership_issues to get_orphans function (@ChemiKyle)
• Add request_correction_of_bad_ownership_data report (@ChemiKyle)
• Add erasure of project ownership identification columns to cleanup_project_ownership_table (@ChemiKyle)
• Use variable instead of hardcoding in send_alert_email (@ChemiKyle)
• Prevent emails RE: unresolvable_ownership_issues in sequester_orphans (@ChemiKyle)

rcc.billing 1.14.0 (released 2023-01-27)

• Add complete_but_non_sequestered rule to get_orphaned_projects (@pbchase)
• Add warn_completers_of_impending_sequestration.R (@pbchase)
• Update version numbers in NEWS.md to conform to tagging error on 2022-12-19 (@pbchase)

rcc.billing 1.13.0 (released 2023-01-24)

• Update get_orphaned_projects reducing the horizon from 12 to 11 months (@pbchase)
• Move warn_owners_of_impending_bill.R back to the default dates (@pbchase)
• Update update_invoice_line_items_with_invoicing_details.R (@pbchase)
• Revert error in sequester_orphans.R (@pbchase)
• Sync invoice_line_item table to RC DB during update_invoice_line_items_with_invoicing_details (@ChemiKyle)
• Mark CTSIT-owned projects as non-billable in update_project_billable_attribute.R (@pbchase)

rcc.billing 1.12.1 (released 2022-12-19)

• Load rcc.billing library in cleanup_bad_email_addresses.R (@pbchase)

rcc.billing 1.12.0 (released 2022-12-19)

• Port cleanup_bad_email_addresses from rcc.ctsit (@ChemiKyle)
• Create get_bad_emails_from_log (@ChemiKyle)
• Update billable_candidates.R (@pbchase)
• Ignore timestamp updates in update_invoice_line_items_with_invoicing_details.R (@pbchase)

rcc.billing 0.11.1 (released 2022-12-07)

• Temporarily move warn_owners_of_impending_bill to the 3rd and 14th of the month (@pbchase)
• Add a comment to guide manual orphan sequestration (@pbchase)
• Fix new row IDs in create_and_send_new_redcap_prod_per_project_line_items.R (@pbchase)

rcc.billing 0.11.0 (released 2022-11-14)

• Set invoice_line_item status conditionally based on date_of_pmt presence when loading data from CSBT (@ChemiKyle)

rcc.billing 0.10.0 (released 2022-11-02)

• Include project_irb_number in report/billable_candidates (@ChemiKyle)
• Add invoice facts to billable candidates (@pbchase)
• Re-enable empty_and_inactive_projects in get_orphaned_projects (@pbchase)
• Adjust the id column in new_invoice_line_item_communications to avoid collisions (@pbchase)

rcc.billing 0.9.1 (released 2022-10-28)

• Execute named lists construction with lst (@pbchase)

rcc.billing 0.9.0 (released 2022-10-28)

• Add transform_invoice_line_items_for_ctsit (@ChemiKyle)
• Add update_invoice_line_items_with_invoicing_details (@ChemiKyle)
• Add rule inactive_projects_with_no_viable_users to get_orphaned_projects() (@pbchase)
• Add orphaned_projects to logged data in sequester_orphans.R (@pbchase)
• Show user_lastlogin in billable_candidates.R (@pbchase)
• Use full month name instead of abbreviation in create_and_send_new_redcap_prod_per_project_line_items (@ChemiKyle)
• Associate month_invoiced with project’s birth month rather than script run month (@ChemiKyle)

rcc.billing 0.8.1 (released 2022-10-21)

• Include GITHUB_PAT in docker build step (@pbchase)
• Pass project_id vector to sequester_projects (@pbchase)

rcc.billing 0.8.0 (released 2022-10-21)

• Activate sequester_orphans.R (@pbchase)
• Add filter for no viable users to get_orphaned_projects (@ChemiKyle)
• Add get_user_rights_and_info (@pbchase)
• Install rcc.ctsit in Dockerfile using a GitHub PAT (@pbchase)
• Make PIs and faculty project owners (@pbchase)

rcc.billing 0.7.1 (released 2022-10-04)

• Update create_and_send_new_redcap_prod_per_project_line_items.R (@pbchase)

rcc.billing 0.7.0 (released 2022-10-04)

• Add get_orphaned_projects() (@pbchase)
• Add sequester_orphans (@pbchase)
• Add sequester_projects() (@pbchase)
• Fix service_type in service_type_test_data (@pbchase)
• Update csbt column output names CTSI IT ID -> CTSIT ID (@ChemiKyle)
• Filter out non-sequestered projects in create_and_send_new_redcap_prod_per_project_line_items (@ChemiKyle)
• Include project_ownership user identifiers in create_and_send_new_redcap_prod_per_project_line_items.R (@pbchase)

rcc.billing 0.6.1 (released 2022-09-28)

• Run billable_candidates.R weekly (@pbchase)
• Fix subject, body, and from in billable_candidates.R (@pbchase)

rcc.billing 0.6.0 (released 2022-09-28)

• Create billable_candidates report (@ChemiKyle)
• Add deleted projects filter and fix birthday_in_previous_month filter when creating invoice line items(@pbchase)

rcc.billing 0.5.0 (released 2022-09-22)

• Run warn_owners_of_impending_bill.R on 1st and 23rd of the month (@pbchase)

rcc.billing 0.4.0 (released 2022-09-07)

• Activate warn_owners_of_impending_bill.R (@pbchase)
• Add correct_project_pi_emails (@ChemiKyle)

rcc.billing 0.3.1 (released 2022-09-06)

• Catch and log all errors and successes in warn_owners_of_impending_bill.R (@ChemiKyle, @pbchase)

rcc.billing 0.3.0 (released 2022-09-01)

• Add warn_owners_of_impending_bill.R (@ChemiKyle, @pbchase)

rcc.billing 0.2.0 (released 2022-08-30)

• Add warn_owners_of_impending_bill.R (@ChemiKyle)

rcc.billing 0.1.2 (released 2022-08-26)

• Fix paths in cron files (@pbchase)
• Load rcc.billing in update_project_billable_attribute.R (@pbchase)

rcc.billing 0.1.1 (released 2022-08-26)

• Build rcc.billing in Dockerfile (@pbchase)

rcc.billing 0.1.0 (released 2022-08-25)

• Add function connect_to_rcc_billing_db
• Add function convert_schema_to_sqlite
• Add function create_and_load_test_table
• Add function create_table
• Add function draft_communication_record_from_line_item
• Add function fix_data_in_invoice_line_item
• Add function fix_data_in_invoice_line_item_communication
• Add function fix_data_in_redcap_log_event
• Add function fix_data_in_redcap_projects
• Add function fix_data_in_redcap_user_information
• Add function get_creators
• Add function get_last_project_user
• Add function get_privileged_user
• Add function get_project_pis
• Add function get_projects_needing_new_owners
• Add function get_projects_without_owners
• Add function get_reassigned_line_items
• Add function get_unpaid_redcap_prod_per_project_line_items
• Add function invoice_line_item_df_from
• Add function mutate_columns_to_posixct
• Add function populate_table
• Add function transform_invoice_line_items_for_csbt
• Add function update_billable_by_ownership
• Add ETL cancel_redcap_prod_per_project_line_item.R
• Add ETL cleanup_project_ownership_table.R
• Add ETL create_and_send_new_redcap_prod_per_project_line_items.R
• Add ETL deploy_initial_rcc_billing_db.R
• Add ETL fix_bad_activity_and_login_dates.R
• Add ETL reassign_redcap_prod_per_project_line_item.R
• Add ETL receive_payments.R
• Add ETL update_ctsi_study_ids.R
• Add ETL update_project_billable_attribute.R
• Add dataset cleanup_project_ownership_test_data
• Add dataset csbt_column_names
• Add dataset ctsit_staff
• Add dataset ctsit_staff_employment_periods
• Add dataset fiscal_years
• Add dataset invoice_line_item_communications_test_data
• Add dataset invoice_line_item_reasons
• Add dataset invoice_line_item_statuses
• Add dataset invoice_line_item_test_data
• Add dataset one_deleted_project_record
• Add dataset projects_table_fragment
• Add dataset redcap_entity_project_ownership_test_data
• Add dataset redcap_log_event_test_data
• Add dataset redcap_projects_test_data
• Add dataset redcap_user_information_test_data
• Add dataset service_instance_test_data
• Add dataset service_type_test_data

rcc.billing 0.0.0 (released 2022-03-21)

• Initial commit of rcc.billing, an automated, data-driven service billing system implemented on REDCap Custodian (@pbchase)