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Document the multi-source ingest bridges and the leadership-upgrade model - #246

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shivamlalakiya merged 2 commits into
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docs-update-multisource-upgrade
Sep 25, 2026
Merged

shivamlalakiya merged 2 commits into
mainfrom
docs-update-multisource-upgrade

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Summary

README and the docs homepage hadn't caught up with the last several PRs: the Raiser's Edge and NPSP gift bridges, read_gifts as a one-call entry point over all three CRM presets, map_columns and activities_to_features for a multi-file no-code upload, and build_upgrade_snapshots / score_upgrade_prospects for the leadership-upgrade model, plus the CLI's --activity/--as-of and train --task upgrade flags. All of that was only documented in the API reference and the CLI how-to guide, not in the two places most people actually look first.

Changes

  • README: --source example note now mentions NPSP; new "Multiple files and a built-in upgrade model" subsection under the CLI walkthrough with runnable --activity/--as-of and train --task upgrade examples; "From your CRM to scores" gained Raiser's Edge and NPSP paragraphs, a read_gifts mention, and a new "Multiple files, one donor table, no glue code" subsection; feature-overview table gained rows for every symbol above; notebooks list now names all five notebooks instead of three.
  • docs/index.md: one new capability row for the upgrade-model flow, matching the existing ledger-row style.
  • CHANGELOG.md: one bullet under ## [Unreleased] -> ### Documentation.

Docs-only; no source change.

Test plan

  • mkdocs build --strict — no broken links
  • Every symbol named in the new prose actually imports: python -c "from philanthropy.ingest import read_gifts, GIFT_SOURCES, build_upgrade_snapshots, map_columns, activities_to_features, read_raisers_edge_gifts, read_npsp_opportunities; from philanthropy.models import score_upgrade_prospects; print('OK')"
  • make ci — 2216 passed, 98.37% coverage

…odel

README and the docs homepage still only described the CiviCRM and
UniSchema on-ramps and the plain propensity-scoring CLI flow. This adds
the Raiser's Edge and NPSP bridges, read_gifts as the one-call entry
point over all three, map_columns and activities_to_features for the
multi-file no-code upload case, and the CLI's --activity/--as-of and
train --task upgrade flags that drive the leadership-upgrade model,
with a pointer to the new notebook.
@shivamlalakiya
shivamlalakiya merged commit a409c6c into main Sep 25, 2026
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