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Update out of date README.md
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# Process CSV reports | ||
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The processing script `process_report.py` takes in the monthly invoices and goes through several processing and exporting steps: | ||
1. Combines all provided invoices (more info below) | ||
2. Obtain each PI's institution name | ||
3. Exports the list of non-billable projects (more info below) | ||
4. Apply the New PI credit (more info below) | ||
5. Exports the billable projects as one csv, by PI, for HU PIs only, for HU and BU PIs, and for projects with Lenovo SU Types | ||
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The CSV invoices must at least contain the following headers: | ||
- Invoice Month | ||
- Project - Allocation | ||
- Manager (PI) | ||
- Institution | ||
- SU Hours (GBhr or SUhr) | ||
- SU Type | ||
- Cost | ||
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``` | ||
usage: process_report.py [-h] --pi-file PI_FILE --projects-file PROJECTS_FILE --timed-projects-file TIMED_PROJECTS_FILE [--output-file OUTPUT_FILE] | ||
[--output-folder OUTPUT_FOLDER] [--HU-invoice-file HU_INVOICE_FILE] [--HU-BU-invoice-file HU_BU_INVOICE_FILE] [--old-pi-file OLD_PI_FILE] | ||
csv_files [csv_files ...] | ||
process_report.py: error: the following arguments are required: csv_files, --pi-file, --projects-file, --timed-projects-file | ||
E.g. python process_report.py test1.csv test2.csv --pi-file pi.txt --projects-file projects.txt --timed-projects-file timed_projects.txt --output-file myfile.csv | ||
``` | ||
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## New PI Credit | ||
Applies the New PI credit, which is a credit applied for PIs who have not created a project on the NERC. An file containing a list of known PIs and their date of first appearace must be provided | ||
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The file of old pis may look like this: | ||
``` | ||
[email protected],2024-01 | ||
[email protected],2023-11 | ||
``` | ||
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## Non-Billable | ||
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Automates the process of removing non-billable PIs and projects from the supplied csv report. | ||
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The script will gather the invoice month from the csv reports and if it falls under the start and end date then those projects will be excluded. | ||
In this example, `project foo` will not be billed for September 2023 and August 2024 and all the months in between for total of 1 year. | ||
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The CSV report must have the headers `Manager (PI)'` and `Project - Allocation'`. | ||
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``` | ||
usage: process_report.py [-h] --pi-file PI_FILE --projects-file PROJECTS_FILE --timed-projects-file TIMED_PROJECTS_FILE [--output-file OUTPUT_FILE] | ||
csv_files [csv_files ...] | ||
process_report.py: error: the following arguments are required: csv_files, --pi-file, --projects-file, --timed-projects-file | ||
E.g. python process_report.py test1.csv test2.csv --pi-file pi.txt --projects-file projects.txt --timed-projects-file timed_projects.txt --output-file myfile.csv | ||
``` | ||
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## Combine CSVs | ||
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This script also combines the 3 separate Invoice data CSVs into 1 Invoice CSV. It combines | ||
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