fun: bin_aging

.Rbuildignore

@@ -10,3 +10,4 @@
 ^vignettes/articles$
 ^codecov\.yml$
 ^data-raw$
+^man-roxygen$

.gitignore

@@ -4,3 +4,4 @@
 .httr-oauth
 .DS_Store
 docs
+inst/doc

DESCRIPTION

@@ -16,18 +16,27 @@ Imports:
     clock,
     dplyr,
     fixtuRes,
-    janitor,
+    fs,
     lubridate,
+    pins,
     rlang,
+    santoku,
     tidyr,
     wakefield
 Suggests:
     covr,
+    fuimus,
     gt,
     gtExtras,
+    knitr,
+    qs,
     rmarkdown,
     roxyglobals,
     testthat (>= 3.0.0)
+VignetteBuilder: 
+    knitr
+Remotes: 
+    github::andrewallenbruce/fuimus
 Config/roxyglobals/filename: generated-globals.R
 Config/roxyglobals/unique: TRUE
 Config/testthat/edition: 3

NAMESPACE

@@ -2,8 +2,8 @@
 
 export(age_days)
 export(avg_dar)
+export(bin_aging)
 export(count_days)
 export(dar_ex)
-export(dar_month)
-export(dar_qtr)
 export(generate_data)
+export(load_ex)

R/aging.R

@@ -0,0 +1,47 @@
+#' Apply 30-Day Aging Bins
+#'
+#' @param df `<data.frame>` or `<tibble>` with a required date column
+#'
+#' @param date column of `<date>`s
+#'
+#' @returns a [tibble][tibble::tibble-package]
+#'
+#' @examples
+#' binned <- bin_aging(load_ex(), dos)
+#'
+#' head(binned)
+#'
+#' binned |>
+#'   dplyr::arrange(aging_bin) |>
+#'   dplyr::summarise(
+#'   n_claims = dplyr::n(),
+#'   balance = sum(charges),
+#'   .by = aging_bin)
+#'
+#' binned |>
+#'   dplyr::arrange(aging_bin) |>
+#'   dplyr::summarise(
+#'   n_claims = dplyr::n(),
+#'   balance = sum(charges),
+#'   .by = c(aging_bin, ins_name))
+#'
+#' @autoglobal
+#'
+#' @export
+bin_aging <- function(df, date) {
+
+  df |>
+    dplyr::mutate(
+      dar = clock::date_count_between(
+        {{ date }},
+        lubridate::today(),
+        "day"),
+      aging_bin = santoku::chop_width(
+        dar,
+        30,
+        start = 0,
+        left = FALSE,
+        close_end = FALSE
+      )
+    )
+}

R/dar.R

@@ -18,14 +18,14 @@
 #'
 #' @examples
 #' avg_dar(df     = dar_ex(),
-#'         date   = monthdate,
+#'         date   = date,
 #'         gct    = gross_charges,
 #'         earb   = ending_ar,
 #'         dart   = 35,
 #'         period = "month")
 #'
 #' avg_dar(df     = dar_ex(),
-#'         date   = monthdate,
+#'         date   = date,
 #'         gct    = gross_charges,
 #'         earb   = ending_ar,
 #'         dart   = 35,
@@ -50,8 +50,17 @@ avg_dar <- function(df,
     df,
     "{datecol}" := clock::as_date({{ date }}),
     nmon         = lubridate::month({{ date }}, label = FALSE),
+    mon          = lubridate::month({{ date }}, label = TRUE, abbr = TRUE),
     month        = lubridate::month({{ date }}, label = TRUE, abbr = FALSE),
     nqtr         = lubridate::quarter({{ date }}),
+    yqtr         = lubridate::quarter({{ date }}, with_year = TRUE),
+    dqtr         = paste0(lubridate::quarter({{ date }}), "Q", format({{ date }}, "%y")),
+    year         = lubridate::year({{ date }}),
+    ymon         = as.numeric(format({{ date }}, "%Y.%m")),
+    myear        = format({{ date }}, "%b %Y"),
+    nhalf        = lubridate::semester({{ date }}),
+    yhalf        = lubridate::semester({{ date }}, with_year = TRUE),
+    dhalf        = paste0(lubridate::semester({{ date }}), "H", format({{ date }}, "%y")),
     ndip         = lubridate::days_in_month({{ date }})
   )
 
@@ -91,15 +100,13 @@ avg_dar <- function(df,
 
       # Days in Accounts Receivable
       dar = {{ earb }} / adc,
+      dar_pass = dplyr::case_when(dar < {{ dart }} ~ TRUE, TRUE ~ FALSE),
+      dar_diff = dar - {{ dart }},
 
-      # Actual Ratio of Ending AR to Gross Charges
-      actual_ratio = {{ earb }} / {{ gct }},
-
-      # Ideal Ratio of Ending AR to Gross Charges
-      ideal_ratio = {{ dart }} / ndip,
-
-      # Actual - Ideal Ratio
-      diff_ratio = actual_ratio - ideal_ratio,
+      # Ratios: Ending AR to Gross Charges
+      ratio_actual = {{ earb }} / {{ gct }},
+      ratio_ideal = {{ dart }} / ndip,
+      ratio_diff = ratio_actual - ratio_ideal,
 
       # Ending AR Target
       "{{ earb }}_target" := ({{ gct }} * {{ dart }}) / ndip,
@@ -110,29 +117,9 @@ avg_dar <- function(df,
       # Ending AR Percentage Decrease Needed
       "{{ earb }}_dec_pct" := !!earb_dc_col / {{ earb }},
 
-      # <lgl> indicating whether DAR was under/over DARt
-      pass = dplyr::case_when(dar < {{ dart }} ~ TRUE, TRUE ~ FALSE))
-  # |>
-  #   dplyr::select(
-  #     dplyr::any_of(
-  #       c("date",
-  #         "month",
-  #         "nmon",
-  #         "nqtr",
-  #         "ndip",
-  #         "gct",
-  #         "earb",
-  #         "earb_trg",
-  #         "earb_dc",
-  #         "earb_pct",
-  #         "adc",
-  #         "dar",
-  #         "pass",
-  #         "actual",
-  #         "ideal",
-  #         "radiff")
-  #     )
-  #   )
+      earb_gct_diff = {{ earb }} - {{ gct }},
+
+      )
 }
 
 #' Days in AR Example Data
@@ -145,10 +132,10 @@ avg_dar <- function(df,
 dar_ex <- function() {
 
   dplyr::tibble(
-    monthdate = seq(
+    date = seq(
       as.Date("2024-01-01"),
       by = "month",
-      length.out = 10
+      length.out = 12
     ),
 
     gross_charges = c(
@@ -161,9 +148,9 @@ dar_ex <- function() {
       153991.95,
       156975.52,
       146878.12,
-      163799.44
-      # 151410.74,
-      # 169094.46
+      163799.44,
+      151410.74,
+      169094.46
     ),
 
     ending_ar = c(
@@ -176,9 +163,9 @@ dar_ex <- function() {
       182771.32,
       169633.64,
       179347.72,
-      178051.11
-      # 162757.49,
-      # 199849.32
+      178051.11,
+      162757.49,
+      199849.32
     )
   )
 }