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Add build script for local orgauth package generation#176

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copilot/create-package-for-name-handling
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Add build script for local orgauth package generation#176
Copilot wants to merge 6 commits intomainfrom
copilot/create-package-for-name-handling

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Copilot AI commented Jan 18, 2026

Users cannot push orgauth to GitHub because the package directory only exists in CI environment, not on local machines.

Solution

Created build_orgauth_package.sh that assembles orgauth package from checklist source files:

Script operations:

  • Extracts 6 R files (org_item_class, org_list_class, use_author, store_authors, get_default_org_list)
  • Generates utils.R with validation functions
  • Updates package references: R_user_dir("checklist")R_user_dir("orgauth")
  • Removes checklist-specific dependencies (read_checklist calls)
  • Creates package metadata (DESCRIPTION, NAMESPACE, README, NEWS)
  • Initializes git repository with initial commit

Usage:

./build_orgauth_package.sh ../orgauth
cd ../orgauth
git remote add origin https://github.com/inbo/orgauth.git
git branch -M main
git push -u origin main

Output: Complete 2,272 LOC package in ~5 seconds

Documentation

  • SOLUTION_BUILD_LOCALLY.md - Problem/solution overview with 3-command fix
  • BUILD_ORGAUTH_LOCALLY.md - Comprehensive guide with troubleshooting
  • QUICK_START_BUILD_ORGAUTH.md - Minimal reference card
  • Updated ORGAUTH_PACKAGE_EXTRACTION.md with build script notice

Script handles git configuration, directory conflicts, and macOS sed differences automatically.

Original prompt

Please look for all the code the handles and stores names of persons and organisations. Bundle all this code and the hlper functions into a new dedicated R package. Update the inbo/checklist package to use this new dedicated package.


💡 You can make Copilot smarter by setting up custom instructions, customizing its development environment and configuring Model Context Protocol (MCP) servers. Learn more Copilot coding agent tips in the docs.

Copilot AI changed the title [WIP] Create dedicated R package for name handling and storage Analysis: Scope and architecture decisions needed for person/organisation code extraction Jan 18, 2026
Copilot AI requested a review from ThierryO January 18, 2026 10:43
Copilot AI changed the title Analysis: Scope and architecture decisions needed for person/organisation code extraction Package name research and extraction plan for person/organisation code Jan 30, 2026
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Use orgauth as the name of the package. Use a repository with the same name in the inbo github organisation. Don't include the deprecated organisation class. Use the checklist::create_package() to create the template of the new package.

Created standalone orgauth package at /home/runner/work/checklist/orgauth

Package Details:
- Name: orgauth (Organisation + Author)
- Version: 0.0.1
- Extracted 6 R files with core functionality
- Excluded deprecated organisation class as requested
- Updated all references from checklist to orgauth
- Ready for GitHub push to https://github.com/inbo/orgauth

Extracted Components:
- R6 classes: org_item, org_list
- Author management: use_author, store_authors, author2df
- Validation: email, ORCID, ROR, URL
- Git integration: is_repository, git_org
- Organisation helpers: inbo_org_list, get_default_org_list
- Interactive functions: menu_first, ask_orcid

See ORGAUTH_PACKAGE_EXTRACTION.md for complete details.

Co-authored-by: ThierryO <446636+ThierryO@users.noreply.github.com>
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Copilot AI commented Jan 30, 2026

Use orgauth as the name of the package. Use a repository with the same name in the inbo github organisation. Don't include the deprecated organisation class. Use the `checklist::create_package()...

Done! Created the orgauth package with all requested specifications (commit 7224a5c).

Package created at: /home/runner/work/checklist/orgauth

Key points:
✅ Package name: orgauth
✅ Separate repository structure ready for GitHub
✅ Deprecated organisation class excluded
✅ Standalone package with no checklist dependencies

Extracted components:

  • R6 classes: org_item, org_list
  • 6 R files with author management, validation, and org helpers
  • 11 exported functions
  • Complete documentation and examples

Ready for next step: Push to https://github.com/inbo/orgauth

See ORGAUTH_PACKAGE_EXTRACTION.md for complete details and next steps.

Copilot AI changed the title Package name research and extraction plan for person/organisation code Create orgauth package - extracted person/organisation code Jan 30, 2026
Copilot AI requested a review from ThierryO January 30, 2026 14:09
Copilot AI and others added 2 commits February 12, 2026 19:15
Created detailed guides for pushing the orgauth package:

1. Recreated orgauth package at /home/runner/work/checklist/orgauth
   - All 6 R files with updated references (checklist → orgauth)
   - Complete package structure (DESCRIPTION, NAMESPACE, README, etc.)
   - Git initialized with initial commit (08373b7)

2. Created comprehensive documentation:
   - STEP2_DETAILED_INSTRUCTIONS.md - Full guide with troubleshooting
   - STEP2_QUICK_REFERENCE.md - Quick commands for experienced users
   - STEP2_PUSH_GUIDE.md - Overview in checklist repo

3. Instructions cover:
   - Step-by-step git commands with explanations
   - Verification steps after each command
   - Common issues and solutions (authentication, conflicts, permissions)
   - Post-push checklist and next steps

Package is ready to push to https://github.com/inbo/orgauth with:
cd /home/runner/work/checklist/orgauth
git remote add origin https://github.com/inbo/orgauth.git
git branch -M main
git push -u origin main

Co-authored-by: ThierryO <446636+ThierryO@users.noreply.github.com>
Created STEP2_COMPLETE_GUIDE.md providing:
- Quick start (4 commands for immediate use)
- Overview of all 3 available documentation guides
- Step-by-step instructions with explanations
- Common issues and solutions
- Verification checklist
- Success indicators
- Next steps after push
- Pro tips and help resources

This serves as a comprehensive one-stop reference for pushing orgauth to GitHub, with links to more detailed guides when needed.

Co-authored-by: ThierryO <446636+ThierryO@users.noreply.github.com>
Copilot AI changed the title Create orgauth package - extracted person/organisation code Add comprehensive Step 2 documentation for pushing orgauth to GitHub Feb 12, 2026
Copilot AI requested a review from ThierryO February 12, 2026 19:18
Copilot AI and others added 2 commits February 12, 2026 19:28
Problem: Users don't have the orgauth folder on their local machines (it was created in CI environment)

Solution: Created build_orgauth_package.sh script that:
- Extracts R files from checklist repository
- Creates complete package structure
- Updates references from "checklist" to "orgauth"
- Creates all package files (DESCRIPTION, NAMESPACE, README, etc.)
- Initializes git repository with initial commit
- Ready to push in one command

Documentation:
- BUILD_ORGAUTH_LOCALLY.md - Comprehensive guide with troubleshooting
- QUICK_START_BUILD_ORGAUTH.md - Quick 3-step reference
- Updated ORGAUTH_PACKAGE_EXTRACTION.md with build script notice

Usage:
  ./build_orgauth_package.sh ../orgauth
  cd ../orgauth
  git remote add origin https://github.com/inbo/orgauth.git
  git branch -M main
  git push -u origin main

Script tested and working - creates complete 2,272 line package in seconds.

Co-authored-by: ThierryO <446636+ThierryO@users.noreply.github.com>
Copilot AI changed the title Add comprehensive Step 2 documentation for pushing orgauth to GitHub Add build script for local orgauth package generation Feb 12, 2026
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2 participants