ti 4.3.0

Bug fixes

These are wrong-value bugs: the functions ran without error but returned incorrect numbers.

• wow() returned several rows per week (569 rows for 153 weeks on contoso::sales), and some rows compared a week with itself. A week that spanned two week numbers or two months was split into several rows. wtdopw() was affected through wow().
• On the retail calendars ("445", "454", "544"), yoy(), qoq(), mom() and mtdopm() returned several rows per period. Periods were built from calendar months, quarters and years rather than fiscal ones.
• Grouped pmtd() and momtd() used values from other groups when a group had no data in the previous month.
• pytd(), pqtd() and pmtd() added two earlier days together when both mapped to the same date (for example 28 and 29 February 2024 both onto 28 February 2025), and pqtd() returned NA on some month ends (30 and 31 May). Each date now compares with exactly one point in the earlier period; on the last day of a month that is the end of the earlier month.
• pytd() and yoytd() failed with argument "lag_n" is missing unless lag_n was given. It now defaults to 1, like the other functions.
• The compound functions (yoytd(), qoqtd(), momtd(), wowtd(), ytdopy(), qtdopq(), mtdopm(), wtdopw()) ignored fiscal_year_start.
• mtdopm() returned two quarter columns (quarter.x and quarter.y).
• On the retail calendars, data in the last days of the year could be dropped. The calendar only built a fiscal year once the next fiscal year’s start was known, so when data ended a few days after a fiscal year began (for example 29-31 December 2024 on a January 4-4-5 calendar) those days were missing.

Changes

• New week_start argument on every time intelligence function (1 = Monday to 7 = Sunday, default 7). On the standard calendar, weeks start on that day and week 1 is the week containing 1 January, so only the weeks either side of 1 January can be partial. Weeks no longer split at month ends. On retail calendars, week_start sets the weekday fiscal periods start on.
• week_start and fiscal_year_start are on every function because the retail calendars build every fiscal period from whole weeks. On the standard calendar fiscal_year_start has no effect and week_start only affects the week functions and the week column. Changing either where it has no effect now shows a message, and the printed summary says the same.
• The week column now follows week_start. It was previously the ISO week for day-level results.
• wtd(), pwtd() and wowtd() now reset at the start of each week. They previously reset at seven-day blocks counted from 1 January and at every month end.
• pytd(), pmtd() and pwtd() (and yoytd()) return one row per calendar date, like the other functions. They previously added rows after the last date in the data.
• The printed summary has a new Assumptions block that states the conventions behind the numbers: what one row is, how periods are compared (including the month-end rule), how weeks and fiscal years are defined, and that totals and comparisons stay within each group.
• The printed summary no longer says a function “was executed”, since printing runs nothing. The Actions checklist now shows its details (for example “Shift 2 weeks”) even when colour is turned off, and missing data is counted in the function’s own periods (“6 of 14 weeks had no data”) instead of always in days. Printing now sends a single query for the dates.
• ti no longer writes to the database. The retail calendars and the abc() threshold table were created with copy_to(); they are now built inside the query with dbplyr::copy_inline(), so read-only access is enough. This also fixes retail-calendar results that were created earlier being changed by a later call, because every call overwrote the same retail_calendar table.
• Database connections other than ‘DuckDB’ now stop with an error instead of silently using ‘DuckDB’ SQL. ‘DuckDB’ and data frames are tested; support for other databases will come in a later release.
• Requires ‘dbplyr’ >= 2.3.0.
• ‘tibble’ moved from Suggests to Imports, since the retail calendar uses it, and ‘purrr’ was added to Imports. The unused ‘cohorts’ and ‘crayon’ were removed from Suggests.

Documentation

• New article, “How ti Works: A Developer Guide”: the design principles, the S7 classes, how a call becomes SQL, how the calendar is built, the five calculation templates, the tests, and known rough edges.
• The README and “Working with Databases” article now state that ‘DuckDB’ is tested and that support for other databases will come in a later release.

Tests

• Every function is now checked row by row against an independent reference implementation (tests/testthat/helper-reference.R), ungrouped and grouped, with every week_start day, and on the retail calendars, plus hand-computed examples. Previously most functions were only tested for running without error.
• New tests that check the calendar directly (one row per period, no gaps, periods dated by their first day, totals that match the data), and that no function writes to the database.
• Snapshot tests of the printed summary for one function per calculation type, a retail calendar, abc() and cohort().
• Tests that the retail calendar covers every day of the requested range, including the last days of the year.
• The exhaustive variations (all seven week_start days, the 4-5-4 and 5-4-4 calendars, and tests that duplicate the reference checks) are skipped on CRAN to keep check time down. Every function is still checked against the reference on CRAN, on the standard and 4-4-5 calendars.

ti 4.2.2

Documentation

• Removed empty bullets from the “NA Handling” section of ytd() details, inherited by 21 help pages, which produced “trimming empty
• ” HTML validation NOTEs

ti 4.2.1

Bug Fixes

• Restored calculate() and create_calendar() to NAMESPACE. roxygen2 8.0.0 no longer emits an export from @export on an S7::method()<- block, so both generics were silently dropped and every call failed with “‘calculate’ is not an exported object from ‘namespace:ti’”
• Removed the incorrect export(print) directive; the print() methods are registered at load time by S7::methods_register()

Documentation

• Documented the S7 generics on their new_generic() definitions, per vignette("rd-S7", package = "roxygen2")
• Documented all S7 classes, using @prop for read-only computed properties
• Merged two roxygen blocks in R/utils-misc.R that had run together

ti 4.2.0

This release fixes the check ERRORs that led to ‘ti’ being archived on CRAN on 2026-04-06. It was never published to CRAN; its changes reach users in 4.2.1.

Bug Fixes

• Fixed test compatibility with contoso >= 2.1.0 (margin renamed to gross_margin). This was the cause of the CRAN check ERRORs in 4.0.0.
• Fixed ABC temp table naming to prevent collisions in parallel usage
• Fixed example in abc() documentation using old column name

Improvements

• Added input validation for date/value column types with helpful error messages
• Added comprehensive error handling tests (16 new tests)
• Standardized internal *_fn functions to use template pattern
• Added value-based test assertions for calculation verification
• Replaced assertthat dependency with cli::cli_abort for consistent error handling
• Removed scales dependency (inlined percent formatting)
• Replaced magic numbers with named constants
• Documented NA handling behavior in function documentation
• Pinned contoso dependency to >= 2.1.0 in Suggests

Dependencies

• Removed: assertthat, scales
• Total test count: 102 (up from 62)

ti 4.1.0

• Internal release (not submitted to CRAN)

ti 4.0.0

• Fixed Snowflake SQL dialect date arithmetic
• Addressed CRAN submission feedback
• Updated documentation with qrtdown

ti 3.0.0

• refactor code based to make easier to maintain

ti 2.0.0

• non-standard calendar support including 4-4-5, 5-4-4 and 4-5-4 calendars

ti 1.0.0

• new package name
• removed non-standard calendar support for now
• CRAN release