R/apply_partner_types.R

In USAID-OHA-SI/gophr: Utility functions related to working with the MER Structured Dataset

#' Apply partner type (local/international)
#'
#' `apply_partner_type` pulls from USAID managed Google Sheet maintained by the
#' Local Partner team that designates all USAID mechanisms by their type, local
#' or international. The designations include the updates for regional
#' partners, which in FY21 are classified as local. These adjustments can be
#' found on the adjusted column.
#'
#' @param df data frame, MER or financial dataset
#'
#' @return a df with the partner types provided by USAID.
#' @export
#'
apply_partner_type <- function(df){

  if ( !googlesheets4::gs4_has_token())
    stop("Function requires authentication,
         use googlesheets4::gs4_auth() or glamr::load_secrets()")

  sheet_id <-'1tGk1TR8l3WacR8qMIK0AQvFynABijAaLHeIctE1nUoM'

  df_Partners<- googlesheets4::read_sheet(googlesheets4::as_sheets_id(sheet_id), sheet = "MechID-PartnerType")%>%
    dplyr::rename(`mech_code`=`Mechanism ID`)%>%
    dplyr::mutate(`mech_code`=as.character(`mech_code`))%>%
    dplyr::rename(`partner_type_usaid`=`Partner Type`)

  df <- dplyr::left_join(df,df_Partners,by="mech_code")

  #add in special partners
  df <- df %>%
    dplyr::mutate(`partner_type_usaid_adjusted`=`partner_type_usaid`)

   df <- df %>%
    dplyr::mutate(`partner_type_usaid_adjusted`=
                    dplyr::case_when(`fiscal_year`=="2021" & `partner_type_usaid`== "Regional" ~ "Local",
                              TRUE ~ partner_type_usaid_adjusted))

  df <- df %>%
    dplyr::mutate(`partner_type_usaid_adjusted`=
                    dplyr::case_when(`fiscal_year`!="2021" & `partner_type_usaid`== "Regional" ~ "International",
                              TRUE ~ partner_type_usaid_adjusted))


  return(df)
}