rdecaf: DECAF API Client for R Language

rdecaf is an R library that provides client functionality to DECAF API suite.

DECAF is a proprietary Financial Portfolio Management, Analytics, Reporting and Productivity Suite offered as a Software as a Service (SaaS) solution. It provides an API suite over HTTP exposing its functionality and data it hosts. rdecaf is used internally to enhance DECAF's own functionality, and by third-parties to integrate into third-party systems.

Installation

rdecaf is currently NOT on CRAN. A typical way to install rdecaf is via devtools. For latest released version:

devtools::install_github("teloscube/rdecaf", ref = "main", upgrade = "ask")

... and for the development version:

devtools::install_github("teloscube/rdecaf", ref = "develop", upgrade = "ask")

Development

Development is carried on under a Nix Shell. If you are on Nix, you can enter the Nix Shell provided with:

nix-shell

A few things to note:

1. Make sure that the package is in good shape:

   devtools::check(".")

2. We are using Semantic Versioning. However, we have NOT released a major version YET. Therefore, expect breaking changes between releases.

3. We are using Conventional Commits since the development version 0.0.5.9000. Make sure that your commit messages are compliant to these conventions. This will ensure a nice, automated changelog (./NEWS.md) generation.

4. Development is carried under the develop branch. Pull Requests (PRs) are preferred over direct commits to develop branch.

5. main branch is for the latest released version. No development shall be done against the main branch.

6. We do not have strong preference over core formatting YET. We are currently using the lintr tool for this purposes. This can change or .lintr configuration may change over time.

Release

Let's assume that we are about to release 0.1.0 and the next development version will be 0.1.0.9000.

First, enter the Nix Shell:

nix-shell

Set and export next version and next development version variables. For example:

export _NEXT_VERSION="0.1.0"
export _NEXT_DEV_VERSION="0.1.0.9000"

Ensure that you are on develop branch and it is up-to-date:

git checkout develop
git pull

Checkout to main branch:

git checkout main

Merge develop branch to main branch:

git merge --no-ff develop

Edit DESCRIPTION and update the version:

nano ./DESCRIPTION

Open R console, and check the package:

devtools::check(".")

This should pass with no errors, warnings or notes:

0 errors ✔ | 0 warnings ✔ | 0 notes ✔

Build the package:

devtools::build(".")

Exit the R console. The build package should be in the parent directory now:

$ ls "../rdecaf_${_NEXT_VERSION}.tar.gz"
../rdecaf_0.1.0.tar.gz

Update the changelog (NEWS.md):

git-chglog --next-tag "${_NEXT_VERSION}" --output NEWS.md

Commit changes:

git commit -am "chore(release): ${_NEXT_VERSION}"

... and push:

git push --follow-tags origin main

Now, we can create a new GitHub release:

gh release create "${_NEXT_VERSION}" --title "v${_NEXT_VERSION}" --generate-notes --draft

Upload the package to the release:

gh release upload "${_NEXT_VERSION}" "../rdecaf_${_NEXT_VERSION}.tar.gz"

Close the release:

gh release edit "${_NEXT_VERSION}" --draft=false

Now, change to develop branch:

git checkout develop

Rebase onto main:

git rebase main

Update DESCRIPTION to reflect next development version:

nano DESCRIPTION

Commit:

git commit -am "chore: bump development version to ${_NEXT_DEV_VERSION}"

And, push:

git push

LICENSE

This work is released under MIT license.

See ./LICENSE.