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Feat/project performance metrics - #1040

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alex-silverman wants to merge 34 commits into
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feat/project_performance_metrics
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Feat/project performance metrics#1040
alex-silverman wants to merge 34 commits into
devfrom
feat/project_performance_metrics

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Alex Silverman and others added 28 commits July 6, 2026 12:06
…ce, as that is now more accurate. Client Counts is just a subtab.
Need to confirm some of the metrics' calculations with Victoria.
- using latest enrollment (by EntryDate for all metrics except for Successful Exits and IncomeGrowth, where we use ExitDate)
- fix naming of Entered into Non-Habitat metric
- other minor typos
- fix income growth calculation
- add render functions for easier formatting
- update UI for more consistent formatting and better handling of nulls/empties.
…ng up the metrics calculations into separate functions.

Also starting the Detail calculations. Need to confirm how many of the metrics are to be calculated.
…ense to generate the metrics data first, then summarize and display as needed for Summary and Detail tabs
…ne out too early, since we're reporting folks as excluded.
…clear how the metrics are used and to reduce repetitive code
Merge branch 'dev' into feat/project_performance_metrics

# Conflicts:
#	04_initial_data_prep.R
#	demo_management.R
#	project_dashboard_server.R
#	server.R
#	tab_instructions.R
#	tests/testing_functions.R
#	tests/testthat/_snaps/linux-4.5/missing-export/test-missing-export-001.json
#	tests/testthat/_snaps/linux-4.5/missing-export/test-missing-export-002.json
#	tests/testthat/_snaps/linux-4.5/missing-export/test-missing-export-003.json
#	tests/testthat/_snaps/linux-4.5/missing-export/test-missing-export-004.json
#	tests/testthat/_snaps/linux-4.5/missing-export/test-missing-export-005.json
#	tests/testthat/_snaps/linux-4.5/missing-multiple-files/test-missing-multiple-files-001.json
#	tests/testthat/_snaps/linux-4.5/missing-multiple-files/test-missing-multiple-files-002.json
#	tests/testthat/_snaps/linux-4.5/missing-multiple-files/test-missing-multiple-files-003.json
#	tests/testthat/_snaps/linux-4.5/missing-multiple-files/test-missing-multiple-files-004.json
#	tests/testthat/_snaps/linux-4.5/missing-multiple-files/test-missing-multiple-files-005.json
#	tests/testthat/_snaps/linux-4.5/system-exits/system-exits-just-uploaded.json
#	tests/testthat/_snaps/linux-4.5/unhashed/test-unhashed-001.json
#	tests/testthat/_snaps/linux-4.5/unhashed/test-unhashed-002.json
#	tests/testthat/_snaps/linux-4.5/unhashed/test-unhashed-003.json
#	tests/testthat/_snaps/linux-4.5/unhashed/test-unhashed-004.json
#	tests/testthat/_snaps/linux-4.5/unhashed/test-unhashed-005.json
#	tests/testthat/_snaps/linux-4.5/wrong-csv-version/test-wrong-csv-version-001.json
#	tests/testthat/_snaps/linux-4.5/wrong-csv-version/test-wrong-csv-version-002.json
#	tests/testthat/_snaps/linux-4.5/wrong-csv-version/test-wrong-csv-version-003.json
#	tests/testthat/_snaps/linux-4.5/wrong-csv-version/test-wrong-csv-version-004.json
#	tests/testthat/_snaps/linux-4.5/wrong-csv-version/test-wrong-csv-version-005.json
#	tests/testthat/_snaps/linux-4.5/wrong-file-type/test-wrong-file-type-001.json
#	tests/testthat/_snaps/linux-4.5/wrong-file-type/test-wrong-file-type-002.json
#	tests/testthat/_snaps/linux-4.5/wrong-file-type/test-wrong-file-type-003.json
#	tests/testthat/_snaps/linux-4.5/wrong-file-type/test-wrong-file-type-004.json
#	tests/testthat/_snaps/linux-4.5/wrong-file-type/test-wrong-file-type-005.json
#	ui.R
Comment on lines +690 to +699
selected_proj_type <- reactive({
req(input$currentProviderList)
session$userData$Project0[ProjectName == input$currentProviderList, ProjectType][1]
})


selected_proj_id <- reactive({
req(input$currentProviderList)
session$userData$Project0[ProjectName == input$currentProviderList, ProjectID][1]
})

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This was originally accurate, but input$currentProviderList has since changed from being a ProjectName to a ProjectID (see recent timeliness PRs)

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Comment thread project_dashboard_metrics_server.R Outdated

income_growth_dt <- get_growth_dt(session$userData$IncomeBenefits, "TotalMonthlyIncome")

ce_assessments_dt <- ## Used only for CE Assessed Households Project Dashboard Metric ----

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It looks like this variable had an assignment that got dropped at some point- is it meant to be set to the same as session$userData$CEAssessedHouseholds below or just a merge issue?

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Oops! I guess I had started something but hadn't finished. Fixed by 6e38ec5.

@mlfurman3 mlfurman3 left a comment

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Seeing some errors in project_dashboard_metrics_server.R for demo mode, so not able to view the new cards yet (even after changing the ProjectName to ProjectID)

Image

alex-silverman and others added 6 commits August 11, 2026 12:18
…oject_dashboard_metrics_Server.R. Even though we only need session$userData$CEParticipation for just one purpose, it makes more sense to keep the metrics-related prep code in the apprpriate script. While this might mean the user waits a little longer for the metrics dashboard to load, users who don't go to the metrics tab don't have to wait.
…ciates/eva into feat/project_performance_metrics
@alex-silverman

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Seeing some errors in project_dashboard_metrics_server.R for demo mode, so not able to view the new cards yet (even after changing the ProjectName to ProjectID)

Image

Sorry I sent this to you before it was ready. This was related to the ce_assessments_dt issue you noted above. I've fixed

div("Children: ", format_val(m$val[AgeGroup == "Child"]$n_unique, "clients")),
div("Unknown: ", format_val(m$val[AgeGroup == "Unknown"]$n_unique, "clients"))
),
showcase = bs_icon("people"),

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Could we update all icon colors to our typical dark blue?

Suggested change
showcase = bs_icon("people"),
showcase = bs_icon("people", color = get_brand_color('dark_blue')),

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Almost there, I am able to see the metrics boxes now. But still getting an error in the Details subtab

Image Image

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2 participants