Changelog

Source: NEWS.md

fundr 0.3.0

New Features

Flexible Gift and Rating Level Presets

• gift_levels(): New helper function to get gift level presets appropriate for different organization sizes:

  • "small": Annual fund focus, thresholds from $1 to $100K
  • "medium": Leadership/major gifts, thresholds from $1K to $1M
  • "large": Principal gifts, thresholds from $100K to $150M+
  • "all": Comprehensive (all thresholds)
  • Also supports custom threshold selection via include parameter

• rating_levels(): New helper function for rating level presets with organization-appropriate bucket assignments:

  • "small": Major at $25K+, Principal at $250K+ (community foundations)
  • "medium": Major at $50K+, Principal at $1M+ (mid-size orgs)
  • "large": Major at $100K+, Principal at $5M+ (universities, hospitals)
  • Supports custom bucket mapping via bucket_map parameter

• bucket_gift_level() and bucket_rating_level() now accept preset strings directly:

  bucket_gift_level(amounts, levels = "small")
  bucket_rating_level(ratings, levels = "small")

Expanded Reference Data

• fundr_gift_levels: Now contains 23 comprehensive thresholds (up from 14), covering the full range from $100 to $150M+. Added thresholds: $100, $250, $500, $1K, $2.5K, $5K, $10K, $25K, $50K.

• fundr_rating_levels: Now contains 16 thresholds (up from 15), with an additional $5K threshold for more granularity at lower capacity levels.

Enhanced Donor Status Classification

• donor_status() gains two new parameters for greater flexibility:
  • sybunt_years: Control the SYBUNT window independently from lapsed_years. Default maintains backward compatibility (SYBUNT = 2 to lapsed_years).
  • labels: Named character vector to customize status terminology (e.g., c("Active" = "Current", "Never" = "Non-Donor")).

Documentation

• Updated “Bucketing Levels” vignette with comprehensive preset examples and comparison table.
• Updated “Donor Analytics” vignette with new donor_status() parameters.
• Improved function documentation with more examples.

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fundr 0.2.0

New Features

Sample Data

• Added fundr_portfolio, a synthetic dataset of 10,000 constituent records for demonstrating package functions and learning R/tidyverse. Includes realistic data quality variations (mixed date formats, varied phone/ZIP formatting, missing values).

Vignettes

• Added comprehensive vignettes covering key package functionality:
  • “Getting Started with fundr” - package overview
  • “Fiscal Years and Dates” - fiscal year functions and date utilities
  • “Donor Analytics” - donor classification and giving analysis
  • “Data Cleaning” - phone/ZIP normalization and case conversion
  • “Visualization” - themes, colors, and currency scales
  • “Bucketing Levels” - gift and rating level bucketing

Documentation

• Improved function documentation with more examples across all modules.
• Added package logo.

fundr 0.1.0

New Features

Donor Analytics

• calc_age() calculates constituent age from birth date.
• donor_status() classifies donors as Active/LYBUNT/SYBUNT/Lapsed/Never based on fiscal year giving.
• years_since() computes years elapsed since a date.
• total_giving_years() and consecutive_giving_years() track donor giving streaks.

Formatting

• format_currency() formats numbers as currency with thousands separators.
• format_currency_short() uses K/M/B suffixes for compact display.
• format_pct() formats numbers as percentages.

Date Utilities

• date_interval() calculates time between dates.
• bucket_recency() buckets dates by recency categories.
• is_within() checks if a date falls within a time period.
• last_weekday() and next_weekday() find specific weekdays.
• weekday_name() returns the name of a weekday.

Partial Dates

• parse_partial_date() handles year-only and year-month dates.
• calc_age_partial() calculates age from partial birth dates.
• date_precision() determines the precision of a date value.

File Utilities

• latest_file() finds the most recent file in a directory.
• read_latest() reads the most recent file matching a pattern.
• list_recent_files() lists files sorted by modification time.

Data Normalization

• normalize_phone() cleans and standardizes phone numbers.
• normalize_zip() cleans and standardizes ZIP codes.

Case Conversion

• to_snake_case(), to_title_case(), to_camel_case() convert strings between formats.
• convert_names() converts column names to a specified case.

Bucketing Functions

• bucket_gift_level() maps gift amounts to categorical levels.
• bucket_rating_level() maps wealth ratings to categorical levels.
• Added fundr_gift_levels and fundr_rating_levels reference datasets.

Color Palettes

• fundr_colors() provides named hex colors.
• fundr_palette() returns palette vectors (primary, secondary, tertiary).
• scale_fill_fundr() and scale_colour_fundr() for ggplot2 discrete scales.

Currency Scales

• scale_y_currency() and scale_x_currency() format ggplot2 axes as currency.
• Support compact format via short = TRUE parameter.

SKY API Integration

• sky_connect() establishes connection to Blackbaud SKY API.
• sky_get() and sky_get_all() fetch data from SKY API endpoints.
• sky_test() tests API connection.

Database Helpers

• db_connect() connects to SQL Server, PostgreSQL, MySQL, or SQLite.
• db_query() executes queries and returns results.
• db_test() tests database connection.

Utilities

• %notin% and %!in% operators for negated %in%.
• comment_block(), comment_header(), comment_divider() format code comments.
• fundr_setup() configures R session for fundraising work.

Plotting

• theme_fundr() provides a clean ggplot2 theme.
• fundr_use_google_font() loads Google Fonts for plots.
• legend_bottom() and legend_position() helpers for legend placement.

Internal

• Added fundr_needs() for runtime dependency checking with helpful error messages.
• Zero required dependencies for core functions; optional packages enhance features.

fundr 0.0.0.9000

• Initial development version.
• Added fiscal year helpers: fy_year(), fy_quarter(), fy_label().
• Added optional Google Fonts helper: fundr_use_google_font().
• Added ggplot2 theme: theme_fundr().