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Complete dual deployment system for both apps
✨ Features: - Conditional Auth0 authentication for both apps - Auto-detects Shinylive vs Shinyapps.io environment - GitHub Actions workflow for private deployments - Auth0 configuration templates for both apps - Comprehensive deployment documentation 🔧 Technical: - Environment detection prevents Auth0 loading in Shinylive - Graceful fallback to public mode when Auth0 unavailable - Secure credential handling via GitHub secrets - Complete .gitignore protection for auth configs 📱 Deployment URLs: - Public: GitHub Pages + Shinylive (portfolio) - Private: Shinyapps.io + Auth0 (client access) 🤖 Generated with Claude Code Co-Authored-By: Claude <noreply@anthropic.com>
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name: Deploy to Shinyapps.io
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on:
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workflow_dispatch:
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inputs:
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app_name:
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description: 'App to deploy (donor-retention-calculator or board-packet-generator)'
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required: true
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default: 'donor-retention-calculator'
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type: choice
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options:
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- donor-retention-calculator
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- board-packet-generator
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push:
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branches: [ main ]
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paths:
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- 'donor-retention-calculator/**'
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- 'board-packet-generator/**'
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jobs:
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deploy-shinyapps:
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runs-on: ubuntu-latest
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steps:
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- name: Checkout repository
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uses: actions/checkout@v4
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- name: Set up R
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uses: r-lib/actions/setup-r@v2
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with:
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r-version: '4.4.1'
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- name: Install system dependencies
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run: |
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sudo apt-get update
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sudo apt-get install -y libcurl4-openssl-dev libssl-dev libxml2-dev libfontconfig1-dev libharfbuzz-dev libfribidi-dev libfreetype6-dev libpng-dev libtiff5-dev libjpeg-dev
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- name: Install R dependencies
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run: |
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R -e "install.packages(c('rsconnect', 'shiny', 'bslib', 'dplyr', 'lubridate', 'DT', 'shinyjs', 'auth0', 'tidyr', 'plotly'))"
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- name: Determine app to deploy
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id: determine-app
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run: |
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if [ "${{ github.event_name }}" = "workflow_dispatch" ]; then
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echo "app_name=${{ github.event.inputs.app_name }}" >> $GITHUB_OUTPUT
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else
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# Auto-determine based on changed files
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if git diff --name-only ${{ github.event.before }} ${{ github.sha }} | grep -q "donor-retention-calculator/"; then
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echo "app_name=donor-retention-calculator" >> $GITHUB_OUTPUT
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elif git diff --name-only ${{ github.event.before }} ${{ github.sha }} | grep -q "board-packet-generator/"; then
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echo "app_name=board-packet-generator" >> $GITHUB_OUTPUT
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else
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echo "app_name=donor-retention-calculator" >> $GITHUB_OUTPUT
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fi
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fi
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- name: Set up Auth0 config
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if: steps.determine-app.outputs.app_name == 'donor-retention-calculator'
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run: |
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cd ${{ steps.determine-app.outputs.app_name }}
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# Create _auth0.yml from template
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cat > _auth0.yml << EOF
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name: donor-retention-private
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remote_url: 'https://${{ secrets.SHINYAPPS_ACCOUNT }}.shinyapps.io/donor-retention-private/'
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auth0_config:
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api_url: https://${{ secrets.AUTH0_DOMAIN }}
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credentials:
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key: ${{ secrets.AUTH0_CLIENT_ID }}
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secret: ${{ secrets.AUTH0_CLIENT_SECRET }}
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EOF
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- name: Configure rsconnect
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run: |
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R -e "rsconnect::setAccountInfo(name='${{ secrets.SHINYAPPS_ACCOUNT }}', token='${{ secrets.SHINYAPPS_TOKEN }}', secret='${{ secrets.SHINYAPPS_SECRET }}')"
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- name: Deploy to shinyapps.io
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run: |
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cd ${{ steps.determine-app.outputs.app_name }}
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if [ "${{ steps.determine-app.outputs.app_name }}" = "donor-retention-calculator" ]; then
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APP_NAME="donor-retention-private"
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else
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APP_NAME="board-packet-private"
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fi
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R -e "rsconnect::deployApp(appName='$APP_NAME', account='${{ secrets.SHINYAPPS_ACCOUNT }}', forceUpdate=TRUE)"
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- name: Clean up sensitive files
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if: always()
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run: |
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rm -f ${{ steps.determine-app.outputs.app_name }}/_auth0.yml

.gitignore

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# RStudio Connect folder
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rsconnect/
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# Auth0 configuration files (contain sensitive credentials)
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_auth0.yml
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*/_auth0.yml

DEPLOYMENT.md

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# Dual Deployment Setup Guide
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This project supports two deployment modes:
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1. **Public Portfolio** (GitHub Pages + Shinylive) - No authentication
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2. **Private Client Access** (Shinyapps.io) - Auth0 authentication
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## 🔧 Setup Instructions
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### 1. Auth0 Configuration
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1. Create an Auth0 application at https://manage.auth0.com/
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2. Configure your Auth0 app:
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- **Application Type**: Regular Web Application
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- **Allowed Callback URLs**:
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- `https://YOUR_ACCOUNT.shinyapps.io/donor-retention-private/`
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- `https://YOUR_ACCOUNT.shinyapps.io/board-packet-private/`
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- **Allowed Logout URLs**:
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- `https://YOUR_ACCOUNT.shinyapps.io/donor-retention-private/`
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- `https://YOUR_ACCOUNT.shinyapps.io/board-packet-private/`
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- **Allowed Web Origins**: `https://YOUR_ACCOUNT.shinyapps.io`
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### 2. Shinyapps.io Setup
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1. Create account at https://www.shinyapps.io/
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2. Get your deployment tokens:
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- Go to Account > Tokens
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- Copy your account name, token, and secret
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### 3. GitHub Secrets Configuration
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Add these secrets to your GitHub repository (Settings > Secrets and variables > Actions):
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#### Required Secrets:
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```
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SHINYAPPS_ACCOUNT=your-shinyapps-account-name
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SHINYAPPS_TOKEN=your-shinyapps-token
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SHINYAPPS_SECRET=your-shinyapps-secret
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AUTH0_DOMAIN=your-auth0-domain.auth0.com
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AUTH0_CLIENT_ID=your-auth0-client-id
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AUTH0_CLIENT_SECRET=your-auth0-client-secret
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```
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### 4. Local Development with Auth0
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1. Copy the auth0 template:
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```bash
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cp donor-retention-calculator/_auth0.yml.template donor-retention-calculator/_auth0.yml
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```
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2. Edit `_auth0.yml` with your Auth0 credentials:
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```yaml
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name: donor-retention-local
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remote_url: 'http://localhost:8100/'
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auth0_config:
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api_url: https://your-domain.auth0.com
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credentials:
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key: your-client-id
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secret: your-client-secret
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```
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3. Update Auth0 app to allow localhost:
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- Add `http://localhost:8100/` to Allowed Callback URLs
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- Add `http://localhost:8100/` to Allowed Logout URLs
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- Add `http://localhost:8100/` to Allowed Web Origins
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## 🚀 Deployment
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### Automatic Deployment
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Both deployments happen automatically:
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- **GitHub Pages (Public)**: Triggers on push to `main` via existing workflow
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- **Shinyapps.io (Private)**: Triggers on push to `main` when app files change
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### Manual Deployment
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You can manually deploy to Shinyapps.io:
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1. Go to Actions tab in GitHub
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2. Select "Deploy to Shinyapps.io" workflow
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3. Click "Run workflow"
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4. Choose which app to deploy
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## 🔗 Access URLs
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After deployment, your apps will be available at:
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- **Public Portfolio**:
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- Donor Retention: `https://yourusername.github.io/nonprofit-analytics-tools/donor-retention-calculator/`
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- Board Packet: `https://yourusername.github.io/nonprofit-analytics-tools/board-packet-generator/`
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- **Private Client Access**:
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- Donor Retention: `https://your-account.shinyapps.io/donor-retention-private/`
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- Board Packet: `https://your-account.shinyapps.io/board-packet-private/`
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## 🔍 How It Works
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The apps automatically detect their environment:
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- **Shinylive**: Runs in public mode (no auth)
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- **Shinyapps.io**: Loads Auth0 if config file present
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- **Local**: Uses Auth0 if `_auth0.yml` exists
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## 📁 File Structure
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```
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nonprofit-analytics-tools/
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├── .github/workflows/
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│ ├── deploy-shinylive.yml # Public deployment
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│ └── deploy-shinyapps.yml # Private deployment
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├── donor-retention-calculator/
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│ ├── app.R # Main app with conditional auth
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│ └── _auth0.yml.template # Auth0 config template
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├── board-packet-generator/
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│ └── app.R # Board packet app
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└── DEPLOYMENT.md # This guide
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```
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## 🔒 Security Notes
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- Auth0 config files are never committed to git
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- Secrets are only available during GitHub Actions
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- Local `_auth0.yml` should be in `.gitignore`
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- Private apps require Auth0 login to access
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## 🐛 Troubleshooting
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### App won't load on Shinyapps.io
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- Check that all required secrets are set
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- Verify Auth0 callback URLs match deployment URL
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- Check deployment logs in GitHub Actions
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### Auth0 not working locally
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- Ensure `_auth0.yml` exists and has correct credentials
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- Verify localhost is added to Auth0 allowed URLs
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- Check that auth0 R package is installed
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### Public version showing auth errors
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- The app should auto-detect Shinylive and skip auth
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- If not, check the environment detection logic
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name: board-packet-private
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remote_url: 'https://YOUR_ACCOUNT.shinyapps.io/board-packet-private/'
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auth0_config:
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api_url: !expr paste0('https://', Sys.getenv("AUTH0_DOMAIN"))
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credentials:
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key: !expr Sys.getenv("AUTH0_CLIENT_ID")
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secret: !expr Sys.getenv("AUTH0_CLIENT_SECRET")

board-packet-generator/app.R

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library(bslib)
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library(shinyjs)
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# Environment detection and conditional auth loading
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is_shinylive <- function() {
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# Multiple checks for Shinylive/WebR environment
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tryCatch({
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# WebR runs on wasm32-unknown-emscripten platform
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grepl("wasm", R.Version()$platform, ignore.case = TRUE) ||
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# Shinylive doesn't have file system access in typical way
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!file.exists("/") ||
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# Check for WebR-specific environment variables
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Sys.getenv("WEBR") == "1" ||
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# Check if we're in a browser context (no real file system)
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!capabilities("fifo")
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}, error = function(e) {
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# If checks fail, assume we're in Shinylive
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TRUE
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})
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}
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# Conditional auth0 loading
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if (!is_shinylive() && file.exists("_auth0.yml")) {
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tryCatch({
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library(auth0)
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options(auth0_config_file = "_auth0.yml")
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use_auth <- TRUE
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cat("✓ Auth0 loaded successfully\n")
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}, error = function(e) {
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cat("⚠ Auth0 not available, running without authentication\n")
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use_auth <- FALSE
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})
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} else {
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use_auth <- FALSE
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if (is_shinylive()) {
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cat("✓ Shinylive environment detected - running in public mode\n")
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} else {
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cat("⚠ No auth0 config found - running without authentication\n")
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}
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}
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# Professional corporate color scheme
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corporate_colors <- list(
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primary = "#2c3e50",
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return(html_content)
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}
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# For Shinylive compatibility - app object must be defined
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app <- shinyApp(ui = ui, server = server)
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# Conditional app creation based on environment
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if (use_auth) {
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cat("🔒 Creating authenticated app with Auth0\n")
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app <- auth0::shinyAppAuth0(ui, server)
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} else {
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cat("🌐 Creating public app (no authentication)\n")
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app <- shinyApp(ui = ui, server = server)
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}
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name: donor-retention-private
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remote_url: 'https://YOUR_ACCOUNT.shinyapps.io/donor-retention-private/'
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auth0_config:
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api_url: !expr paste0('https://', Sys.getenv("AUTH0_DOMAIN"))
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credentials:
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key: !expr Sys.getenv("AUTH0_CLIENT_ID")
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secret: !expr Sys.getenv("AUTH0_CLIENT_SECRET")

donor-retention-calculator/app.R

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library(DT)
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library(shinyjs)
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# Environment detection and conditional auth loading
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is_shinylive <- function() {
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# Multiple checks for Shinylive/WebR environment
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tryCatch({
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# WebR runs on wasm32-unknown-emscripten platform
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grepl("wasm", R.Version()$platform, ignore.case = TRUE) ||
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# Shinylive doesn't have file system access in typical way
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!file.exists("/") ||
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# Check for WebR-specific environment variables
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Sys.getenv("WEBR") == "1" ||
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# Check if we're in a browser context (no real file system)
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!capabilities("fifo")
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}, error = function(e) {
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# If checks fail, assume we're in Shinylive
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TRUE
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})
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}
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# Conditional auth0 loading
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if (!is_shinylive() && file.exists("_auth0.yml")) {
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tryCatch({
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library(auth0)
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options(auth0_config_file = "_auth0.yml")
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use_auth <- TRUE
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cat("✓ Auth0 loaded successfully\n")
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}, error = function(e) {
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cat("⚠ Auth0 not available, running without authentication\n")
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use_auth <- FALSE
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})
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} else {
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use_auth <- FALSE
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if (is_shinylive()) {
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cat("✓ Shinylive environment detected - running in public mode\n")
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} else {
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cat("⚠ No auth0 config found - running without authentication\n")
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}
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}
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# Generate sample data
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set.seed(123)
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generate_sample_data <- function() {
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})
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}
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# For Shinylive compatibility - app object must be defined
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app <- shinyApp(ui = ui, server = server)
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# Conditional app creation based on environment
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if (use_auth) {
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cat("🔒 Creating authenticated app with Auth0\n")
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app <- auth0::shinyAppAuth0(ui, server)
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} else {
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cat("🌐 Creating public app (no authentication)\n")
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app <- shinyApp(ui = ui, server = server)
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}

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