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e5bec93
renaming the top-level of Client Counts stuff to be Project Performan…
Jul 6, 2026
22d2268
create Project Dashboard Metrics UI and corresponding server code.
Jul 6, 2026
144540a
another round of renames, this time using "ProjectDashboard" instead …
Jul 6, 2026
ea02940
subset dashboard metrics by project_type as required by ticket.
Jul 7, 2026
af9699f
add the CE Assessments metric
Jul 7, 2026
7543a90
exclude certain exit destinations for lh, ph, and hp project types (f…
Jul 9, 2026
23b9d23
CE ASsessed Households is only for CE Project Types anyway, so subset
Jul 9, 2026
8fc19ec
fix calculations:
Jul 9, 2026
a8f5dd1
fix formatting of font sizes for the value boxes
Jul 9, 2026
4f2b61c
some element renames (including project_dashboard prefix) and splitti…
Jul 14, 2026
1905a0a
remove trailing comma
Jul 23, 2026
2aeb9b5
All "latest enrollments" for Metrics are by latest EntryDate in period
Jul 27, 2026
9082c7a
revision to metrics. Now that I understand the specs, it makes more s…
Jul 29, 2026
3cca8d8
adding original specs tables for reference
Jul 29, 2026
db68cd0
minor fixes to logic for zero-income metric
Jul 29, 2026
533cf29
cleanup
Jul 29, 2026
5221f8a
Merge branch 'dev' into feat/project_performance_metrics
alex-silverman Jul 30, 2026
b386946
Merge branch 'dev' into feat/project_performance_metrics
alex-silverman Aug 3, 2026
e48e4c6
adding AgeAtReportStart
Aug 5, 2026
1593290
fixing session$userData$CEAssessedHouseholds. Don't want to drop anyo…
Aug 5, 2026
0a41854
moving metric specs into an isolated definition list to make it more …
Aug 5, 2026
7168717
use exiting project type codes for project_Types_w_beds
Aug 5, 2026
f712ebe
use HHTypeAtReportStart instead of HouseholdType
Aug 6, 2026
57412fc
update changelog
Aug 6, 2026
06703d3
updating snapshots
Aug 6, 2026
22ed473
merge in latest dev
Aug 6, 2026
9a85cf1
update snapshots
Aug 6, 2026
43899e7
Merge branch 'dev' into feat/project_performance_metrics
alex-silverman Aug 10, 2026
ea169a4
Merge branch 'dev' into feat/project_performance_metrics
alex-silverman Aug 11, 2026
6e38ec5
for now, moving the Metrics prep work from 04_initial_Data_prep to pr…
Aug 11, 2026
c091f27
carrying the new HHTypeAtStart all the way through for the ce assesse…
Aug 11, 2026
c0874b7
input$currentProviderList now stores ProjectID, not ProjectName
Aug 11, 2026
21f33ed
need inner join to make sure we're only focused on HoHs for ce assess…
Aug 11, 2026
91e25c4
Merge branch 'feat/project_performance_metrics' of github.com:abtasso…
Aug 11, 2026
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43 changes: 43 additions & 0 deletions 04_initial_data_prep.R
Original file line number Diff line number Diff line change
Expand Up @@ -92,11 +92,14 @@ EnrollmentStaging <- Enrollment %>%
on = "EnrollmentID") %>%
fmutate(ExitAdjust = fcoalesce(ExitDate, no_end_date),
AgeAtEntry = age_years(DOB, EntryDate),
AgeAtReportStart = age_years(DOB, max(EntryDate, session$userData$meta_HUDCSV_Export_Start, session$userData$ReportStart, na.rm=TRUE)),
DOB = NULL) %>%
fgroup_by(ProjectID, HouseholdID) %>%
fmutate(
max_AgeAtEntry = fmax(AgeAtEntry),
min_AgeAtEntry = fmin(AgeAtEntry),
max_AgeAtReportStart = fmax(AgeAtReportStart),
min_AgeAtReportStart = fmin(AgeAtReportStart),
# DomesticViolenceCategory = fcase(
# DomesticViolenceSurvivor == 1 & CurrentlyFleeing == 1, "DVFleeing",
# DomesticViolenceSurvivor == 1, "DVNotFleeing",
Expand All @@ -123,6 +126,15 @@ EnrollmentStaging <- Enrollment %>%
"UN"
)
)
)
),
HHTypeAtReportStart = factor(
fcase(min_AgeAtReportStart < 18 & between(max_AgeAtReportStart, 18, 24), "PY",
min_AgeAtReportStart < 18 & max_AgeAtReportStart >= 18, "ACminusPY",
min_AgeAtReportStart >= 18 & between(max_AgeAtReportStart, 0, 24), "UY",
min_AgeAtReportStart >= 18, "AOminusUY",
min_AgeAtReportStart >= 0 & max_AgeAtReportStart <= 17, "CO",
default = "UN"
),
levels = c("AOminusUY", "ACminusPY", "CO", "UN", "PY", "UY")
)
Expand Down Expand Up @@ -419,8 +431,39 @@ session$userData$Services <- Services
session$userData$Exit <- Exit
session$userData$Enrollment <- Enrollment
session$userData$CurrentLivingSituation <- CurrentLivingSituation

session$userData$IncomeBenefits <- IncomeBenefits

## Used only for CE Assessed Households Project Dashboard Metric ----
# TO EXCLUDE:
# - CEParticipation.AccessPoint == 0
# - AssessmentDate not within project’s CE Participation Period
# - ProjectID not found in CEParticipation.csv
session$userData$CEParticipation <- CEParticipation |>
join(
Enrollment |>
fsubset(
RelationshipToHoH == 1,
EnrollmentID, ProjectID, ProjectType, HouseholdID, HouseholdType
),
on = "ProjectID",
column = TRUE
) |>
join(
Assessment |> fselect(AssessmentID, EnrollmentID, AssessmentDate),
on = "EnrollmentID"
) |>
fmutate(
nmiss = AccessPoint == 0 |
!AssessmentDate %inrange% list(CEParticipationStatusStartDate, CEParticipationStatusEndDate) |
.join == "CEParticipation"
) |>
fselect(EnrollmentID, ProjectID, ProjectType, HouseholdID, HouseholdType, AssessmentDate, nmiss) |>
funique()

session$userData$Assessment <- Assessment
session$userData$Event <- Event

# desk_time_providers <- validation() %>%
# dplyr::filter(
# (entered_between(., today() - years(1), today()) |
Expand Down
7 changes: 4 additions & 3 deletions changelog.R
Original file line number Diff line number Diff line change
Expand Up @@ -4,9 +4,10 @@ output$changelog <- renderDT({
~ Date,
~ Change,
"08-06-2026",
"<b>Bug Fixes</b> <br>
- Remove enrollments with no Bed Nights for 'Bed night entered on Project Exit Date' check (Issue <a href='https://github.com/abtassociates/eva/issues/1031' target='_blank'>#1031</a>)
",
"<b>New Features</b> <br>
- New Project Dashboard tab containing performance metrics for selected project <br>
<b>Bug Fixes</b> <br>
- Remove enrollments with no Bed Nights for 'Bed night entered on Project Exit Date' check (Issue <a href='https://github.com/abtassociates/eva/issues/1031' target='_blank'>#1031</a>)",
"08-03-2026",
"<b>Bug Fixes</b> <br>
- Fixed System Exits Client-level Download functionality. It was causing an error when writing the output to an Excel file.<br>
Expand Down
4 changes: 2 additions & 2 deletions hardcodes.R
Original file line number Diff line number Diff line change
Expand Up @@ -75,11 +75,11 @@ psh_oph_project_types <- c(psh_project_type, ph_other_project_types)

ph_project_types <- c(psh_oph_project_types, rrh_project_type)

lh_ph_hp_project_types <- c(0, 1, 2, 3, 4, 8, 9, 12, 13)
lh_ph_hp_project_types <- c(0, 1, 2, 3, 4, 8, 9, 10, 12, 13)

coc_funded_project_types <- c(2, 3, 13)

project_types_w_beds <- c(0, 1, 2, 3, 8, 9, 10, 13)
project_types_w_beds <- c(lh_residential_project_types, ph_project_types)

non_res_project_types <- c(4, 6, 7, 11, 12, 14)

Expand Down
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