kwb-r/kwb.budget

R Package For Aggregating and Analysing Budget Excel Files from Project Partners

kwb.budget

R package useful during project development (e.g. H2020 calls with many project partners). By using a budget EXCEL template file, data received from the different partners can be aggregated and analysed.)

Installation

For details on how to install KWB-R packages checkout our installation tutorial.

### Optionally: specify GitHub Personal Access Token (GITHUB_PAT)
### See here why this might be important for you:
### https://kwb-r.github.io/kwb.pkgbuild/articles/install.html#set-your-github_pat

# Sys.setenv(GITHUB_PAT = "mysecret_access_token")

# Install package "remotes" from CRAN
if (! require("remotes")) {
  install.packages("remotes", repos = "https://cloud.r-project.org")
}

# Install KWB package 'kwb.budget' from GitHub
remotes::install_github("KWB-R/kwb.budget")

Documentation

Release: https://kwb-r.github.io/kwb.budget

Development: https://kwb-r.github.io/kwb.budget/dev

kwb.budget's Issues

Move R code related to Nextcloud to own package ("kwb.nextcloud")

https://github.com/KWB-R/kwb.budget/blob/master/R/list_cloud_files.R

workflow: improve merging of "partner-metadata"

In the old R script there is a lookup table Partner_type_country.csv (see: KWB-R/kwb.nextcloud#9 (comment))

Budget/
Budget/10_Filled_out_forms/....
Budget/20_Summary_Files/Partner_country_type.csv

For the merging with the partner metadata a check

kwb.budget/R/.read_budget-files.R

Line 147 in 165fdb5

# check if names are the same in the two files before merging

is performed which will fail in case the partner's "short_name" entered in the EXCEL file will differ from the one in Partner_type_country.csv.

Possible workarounds:

• Option 1: prepare EXCEL template for each partner with prefilled "short_name" with "read-only" by using openxlsx::writedata()

• Option 2: code "short_name" in EXCEL file name, e.g. dwh_partner-budget_kwb.xlsx

Import problem with openxlsx

Maybe an openxlsx issue (in 2be6cc2). But as old version with kwb.db is not working on my computer I don`t know wether this also happens there @hsonne.

file <- "...../xxx_Arctik_FINAL.xlsx"
region_names <- as.character(openxlsx::getNamedRegions(file))

 lapply(region_names, function(name) {
   try(openxlsx::read.xlsx(file, namedRegion = name))
 })

print(region_names)
 [1] "average_person_month"       "details_consumables"        "details_equipment"          "details_personnel"         
 [5] "details_subcontracting"     "details_travelling"         "range_average_person_month" "range_consumables"         
 [9] "range_contact"              "range_direct"               "range_equipment"            "range_indirect"            
[13] "range_partner"              "range_personnel"            "range_subcontracting"       "range_total"               
[17] "range_travelling"           "selectwp"                   "threshold_justification"    "total_consumables"         
[21] "total_direct"               "total_equipment"            "total_indirect"             "total_personnel"           
[25] "total_subcontracting"       "total_travelling" 

[[18]]
[1] "Error in gsub(sheet, \"\", region, fixed = TRUE) : \n  ungültiges 'pattern' Argument\n"
attr(,"class")
[1] "try-error"
attr(,"condition")
<simpleError in gsub(sheet, "", region, fixed = TRUE): ungültiges 'pattern' Argument>

feat: get_costs_by_work_package() to group results by "partner_id" instead its "name"

docu: add "vignette" with h2020-proposal (with Nextcloud tutorial)

https://github.com/KWB-R/kwb.budget/blob/master/vignettes/Tutorial.Rmd

feat: export "justification" sheet

for H2020-covid this was done manually but this can be improved

feat: prepare EXCEL template base on config (work-packages and partner metadata)

Adapt EXCEL template with openxlsx::writeData() configs:

1. Adapt range_personal with input from **work-packages

2. Prefill sheet "Summary" with partner-metadata.csv (e.g. PIC, short_name=

Add Algolia DocSearch

Request sent: