Implement v0.2 configuration format with date variables and comprehensive documentation

.Rbuildignore

@@ -1,3 +1,5 @@
+^renv$
+^renv\.lock$
 ^.*\.Rproj$
 ^\.Rproj\.user$
 ^\.DS_Store$
@@ -8,3 +10,19 @@
 ^CODE_OF_CONDUCT\.md$
 ^CONTRIBUTING\.md$
 ^NEWS\.md$
+^\.tmp$
+^check_output.*\.txt$
+^R_CMD_CHECK_FIXES\.md$
+^CRITICAL_ISSUE_create_mock_data\.md$
+^PKGDOWN_FIX_SUMMARY\.md$
+^PKGDOWN_SETUP\.md$
+^SURVIVAL_SECTION_IMPLEMENTED\.md$
+^PR_REVIEW_STATUS\.md$
+^PR_REVIEW_RESPONSE\.md$
+^PR_DESCRIPTION_ADDENDUM\.md$
+^REVIEWER_QUICKSTART\.md$
+^LOCAL_TESTING_GUIDE\.md$
+^docs$
+^_pkgdown\.yml$
+^development$
+^\.claude$

.Rprofile

@@ -0,0 +1 @@
+source("renv/activate.R")

.claude/AI.md

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+# MockData - AI Development Guidelines
+
+## R package development with pkgdown + Quarto + renv
+
+### Context: Cutting-edge stack (2024-2025)
+
+This project uses a relatively new combination:
+- **pkgdown** for R package documentation sites
+- **Quarto .qmd vignettes** (replacing traditional .Rmd)
+- **renv** for reproducible dependency management
+- **GitHub Actions** for automated deployment
+
+This stack is newer than most online resources, so documented patterns are limited.
+
+### Critical: renv snapshot configuration
+
+**Problem**: Default `renv::snapshot()` only captures packages used in `R/` code, missing:
+- DESCRIPTION Suggests field (pkgdown, quarto, devtools, roxygen2)
+- Packages used only in vignettes (dplyr, stringr, lubridate)
+
+**Solution**: Configure renv to capture ALL dependencies
+
+```r
+# Set snapshot type to "all" (persists in project settings)
+renv::settings$snapshot.type("all")
+
+# Snapshot with all DESCRIPTION dependencies
+renv::snapshot()
+```
+
+**Result**: renv.lock now contains ~124 packages instead of just renv itself.
+
+### Simplified GitHub Actions workflow
+
+With complete renv.lock, the workflow is straightforward:
+
+```yaml
+- name: Install renv
+  run: Rscript -e "install.packages('renv')"
+
+- name: Restore R packages with renv
+  run: Rscript -e "renv::restore(prompt = FALSE)"
+
+- name: Build and install MockData package
+  run: |
+    Rscript -e "roxygen2::roxygenize()"
+    R CMD INSTALL .
+
+- name: Build pkgdown site
+  run: Rscript -e 'pkgdown::build_site(new_process = FALSE)'
+```
+
+**No manual package installations needed.**
+**No R_LIBS_USER path manipulation needed.**
+
+### When to update renv.lock
+
+```r
+# After adding packages to DESCRIPTION
+renv::snapshot()
+
+# After removing packages from DESCRIPTION
+renv::snapshot()
+
+# To check what changed
+renv::status()
+```
+
+### Known issues with pkgdown + Quarto
+
+From official pkgdown documentation (as of 2025):
+- Callouts not currently supported in Quarto vignettes
+- Only HTML vignettes work (requires `minimal: true` in Quarto format)
+- External files in vignettes/ may not be copied during rendering
+- Mermaid diagrams require custom CSS instead of quarto themes
+
+### Debugging tips
+
+If vignettes fail to render:
+```r
+# Enable Quarto debugging
+options(quarto.log.debug = TRUE)
+pkgdown::build_site()
+```
+
+Check that all vignette dependencies are in DESCRIPTION Suggests and renv.lock.
+
+### Debugging GitHub Actions failures: Lessons learned (2025-01-07)
+
+**Context**: 10+ hour debugging session to fix "System command 'quarto' failed" error in GitHub Actions.
+
+#### Start with minimal examples and successful patterns
+
+**DON'T**: Try to debug complex failures in GitHub Actions directly
+**DO**: Build from working examples (chmsflow, popcorn-data) and test locally first
+
+**Minimal working workflow pattern**:
+
+```yaml
+name: pkgdown
+
+on:
+  push:
+    branches: [main]  # Don't include feature branches - causes duplicate runs with PRs
+  pull_request:
+    branches: [main]
+  workflow_dispatch:
+
+permissions:
+  contents: write
+
+jobs:
+  pkgdown:
+    runs-on: ubuntu-latest
+    env:
+      GITHUB_PAT: ${{ secrets.GITHUB_TOKEN }}
+
+    steps:
+      - uses: actions/checkout@v4
+      - uses: r-lib/actions/setup-pandoc@v2
+      - uses: r-lib/actions/setup-r@v2
+        with:
+          use-public-rspm: true
+
+      - name: Install Quarto
+        uses: quarto-dev/quarto-actions/setup@v2
+
+      - name: Install roxygen2
+        run: Rscript -e "install.packages('roxygen2')"
+
+      - name: Generate documentation
+        run: Rscript -e "roxygen2::roxygenize()"
+
+      - uses: r-lib/actions/setup-r-dependencies@v2
+        with:
+          extra-packages: any::pkgdown, local::.
+          needs: website
+
+      # Debug step - render single vignette to isolate failures
+      - name: Test render single vignette
+        run: quarto render vignettes/getting-started.qmd --to html
+        continue-on-error: true
+
+      - name: Build pkgdown site
+        run: |
+          options(rlib_message_verbosity = "verbose")
+          pkgdown::build_site_github_pages(new_process = FALSE, install = FALSE, quiet = FALSE)
+        shell: Rscript {0}
+
+      - name: Deploy to GitHub Pages
+        if: github.event_name != 'pull_request'
+        uses: JamesIves/github-pages-deploy-action@v4
+        with:
+          folder: docs
+          branch: gh-pages
+          target-folder: .
+          clean: false
+```
+
+#### Critical debugging principles
+
+1. **Make errors visible**
+   - Set `quiet = FALSE` in `build_site_github_pages()`
+   - Add `continue-on-error: true` test steps to see actual failures
+   - Use `options(rlib_message_verbosity = "verbose")`
+
+2. **Test incrementally**
+   - Render one vignette at a time to isolate failures
+   - Test locally first: `quarto render vignettes/example.qmd --to html`
+   - Compare with working repos (chmsflow, popcorn-data)
+
+3. **Environment differences matter**
+   - **Locales**: `en_CA` works on macOS but NOT on Ubuntu GitHub Actions
+   - **Solution**: Use `en_US.UTF-8` for cross-platform compatibility
+   - **Example**: `lubridate::parse_date_time(..., locale = "en_US.UTF-8")`
+
+4. **Avoid duplicate workflow runs**
+   - **DON'T**: `push: branches: [main, feature-branch]`
+   - **DO**: `push: branches: [main]`
+   - **Why**: PRs already trigger on `pull_request` event
+
+5. **Use r-lib actions for dependency management**
+   - Prefer `r-lib/actions/setup-r-dependencies@v2` over manual renv
+   - Let `setup-r-dependencies` handle dependency installation
+   - **Always generate documentation first** with `roxygen2::roxygenize()`
+
+#### Common pitfalls
+
+1. **Generic error messages**: "System command 'quarto' failed" tells you nothing
+   - **Fix**: Add `quiet = FALSE` to see actual errors
+
+2. **Locale issues**: Hardcoded locales fail in CI/CD
+   - **Fix**: Use `en_US.UTF-8` instead of `en_CA`
+
+3. **Missing documentation**: pkgdown can't find topics if man/ files don't exist
+   - **Fix**: Run `roxygen2::roxygenize()` before building site
+
+4. **Vignette dependencies**: Packages used only in vignettes must be in DESCRIPTION
+   - **Fix**: Add to Suggests field, then `renv::snapshot()`
+
+#### Quick diagnostic checklist
+
+When GitHub Actions fails:
+
+- [ ] Test locally: `pkgdown::build_site()`
+- [ ] Render vignettes individually: `quarto render vignettes/example.qmd --to html`
+- [ ] Check for hardcoded locales (use `en_US.UTF-8`)
+- [ ] Verify all vignette packages in DESCRIPTION Suggests
+- [ ] Add `quiet = FALSE` to see actual error messages
+- [ ] Compare workflow with working repos (chmsflow)
+- [ ] Check for duplicate triggers (push + pull_request)
+
+#### GitHub Pages deployment tips
+
+**Start early**: Set up GitHub Pages deployment from the beginning, not as an afterthought.
+
+**Multi-branch deployment pattern**:
+
+```yaml
+- name: Determine deployment path
+  id: deploy-path
+  run: |
+    if [[ "${{ github.ref }}" == "refs/heads/main" ]]; then
+      echo "target_path=." >> $GITHUB_OUTPUT
+    elif [[ "${{ github.ref }}" == "refs/heads/dev" ]]; then
+      echo "target_path=dev" >> $GITHUB_OUTPUT
+    else
+      echo "target_path=preview/${{ github.ref_name }}" >> $GITHUB_OUTPUT
+    fi
+
+- name: Deploy to GitHub Pages
+  uses: JamesIves/github-pages-deploy-action@v4
+  with:
+    folder: docs
+    branch: gh-pages
+    target-folder: ${{ steps.deploy-path.outputs.target_path }}
+    clean: false
+```
+
+**Result**:
+- `main` → https://yoursite.github.io/repo/
+- `dev` → https://yoursite.github.io/repo/dev/
+- Other branches → https://yoursite.github.io/repo/preview/branch-name/
+
+### References
+
+- [pkgdown Quarto vignettes documentation](https://pkgdown.r-lib.org/articles/quarto.html)
+- [renv CI/CD guide](https://rstudio.github.io/renv/articles/ci.html)
+- [Quarto with renv discussion](https://github.com/quarto-dev/quarto-cli/discussions/9150)
+- [r-lib/actions GitHub repository](https://github.com/r-lib/actions)

.github/workflows/pkgdown.yaml

@@ -0,0 +1,75 @@
+on:
+  push:
+    branches: [main]
+  pull_request:
+    branches: [main]
+  release:
+    types: [published]
+  workflow_dispatch:
+
+name: pkgdown
+
+permissions:
+  contents: write
+
+jobs:
+  pkgdown:
+    runs-on: ubuntu-latest
+    env:
+      GITHUB_PAT: ${{ secrets.GITHUB_TOKEN }}
+
+    steps:
+      - uses: actions/checkout@v4
+
+      - uses: r-lib/actions/setup-pandoc@v2
+
+      - uses: r-lib/actions/setup-r@v2
+        with:
+          use-public-rspm: true
+
+      - name: Install Quarto
+        uses: quarto-dev/quarto-actions/setup@v2
+
+      - name: Install roxygen2
+        run: Rscript -e "install.packages('roxygen2')"
+
+      - name: Generate documentation
+        run: Rscript -e "roxygen2::roxygenize()"
+
+      - uses: r-lib/actions/setup-r-dependencies@v2
+        with:
+          extra-packages: any::pkgdown, local::.
+          needs: website
+
+      - name: Test render single vignette
+        run: quarto render vignettes/getting-started.qmd --to html
+        continue-on-error: true
+
+      - name: Build pkgdown site
+        run: |
+          options(rlib_message_verbosity = "verbose")
+          pkgdown::build_site_github_pages(new_process = FALSE, install = FALSE, quiet = FALSE)
+        shell: Rscript {0}
+
+      - name: Determine deployment path
+        id: deploy-path
+        run: |
+          if [[ "${{ github.ref }}" == "refs/heads/main" ]]; then
+            echo "target_path=." >> $GITHUB_OUTPUT
+            echo "Deploying to root (main branch)"
+          elif [[ "${{ github.ref }}" == "refs/heads/create-date-var" ]]; then
+            echo "target_path=dev" >> $GITHUB_OUTPUT
+            echo "Deploying to /dev (create-date-var branch)"
+          else
+            echo "target_path=preview/${{ github.ref_name }}" >> $GITHUB_OUTPUT
+            echo "Deploying to /preview/${{ github.ref_name }}"
+          fi
+
+      - name: Deploy to GitHub Pages
+        if: github.event_name != 'pull_request'
+        uses: JamesIves/github-pages-deploy-action@v4
+        with:
+          folder: docs
+          branch: gh-pages
+          target-folder: ${{ steps.deploy-path.outputs.target_path }}
+          clean: false

.gitignore

@@ -5,12 +5,14 @@
 .Rhistory
 .RData
 .Ruserdata
+.Renviron
 
 # macOS
 .DS_Store
 
 # Generated documentation
 man/*.Rd
+docs/
 
 # Quarto/HTML output
 Generate_mock_data.html