Merge branch 'release-151' into martha/5752-join-hh

app/models/concerns/cas_client_data.rb

@@ -881,6 +881,7 @@ def cas_assessment_collected_at
                   :additional_homeless_nights_unsheltered,
                   :calculated_homeless_nights_sheltered,
                   :calculated_homeless_nights_unsheltered,
-                  :total_homeless_nights_sheltered
+                  :total_homeless_nights_sheltered,
+                  :psh_required
   end
 end

app/models/grda_warehouse/cas_project_client_calculator/boston.rb

@@ -33,6 +33,10 @@ def value_for_cas_project_client(client:, column:)
       end
     end
 
+    def handles_days_homeless?
+      true
+    end
+
     def unrelated_columns
       [
         :vispdat_score,
@@ -61,7 +65,7 @@ def unrelated_columns
         cas_assessment_collected_at: 'Date the assessment was collected', # note this is really just assessment_collected_at
         majority_sheltered: 'Most recent current living situation was sheltered',
         assessment_score_for_cas: 'Days homeless in the past 3 years for pathways, score for transfer assessments',
-        tie_breaker_date: 'Date pathways was collected, or Financial Assistance End Date for transfer assessments',
+        tie_breaker_date: 'Date pathways was collected for Pathways 2023, First Date Homeless for Pathways 2024, or Financial Assistance End Date for Transfer Assessments',
         financial_assistance_end_date: 'Latest Date Eligible for Financial Assistance response from the most recent pathways assessment',
         assessor_first_name: 'First name of the user who completed the most recent pathways assessment',
         assessor_last_name: 'Last name of the user who completed the most recent pathways assessment',
@@ -73,6 +77,7 @@ def unrelated_columns
         days_homeless_for_vispdat_prioritization: 'Unused',
         hiv_positive: 'HIV/AIDS response from the most recent pathways assessment',
         meth_production_conviction: 'Meth production response from the most recent pathways assessment',
+        lifetime_sex_offender: 'Registered sex offender (level 1,2,3) - lifetime registration (SORI)',
         requires_wheelchair_accessibility: 'Does the client need a wheelchair accessible unit response from the most recent pathways assessment',
         income_maximization_assistance_requested: 'Did the client request income maximization services response from the most recent pathways assessment',
         sro_ok: 'Is the client ok with an SRO response from the most recent pathways assessment',
@@ -94,7 +99,6 @@ def unrelated_columns
         hiv_positive: 'c_housing_HIV',
         income_maximization_assistance_requested: 'c_interest_income_max',
         sro_ok: 'c_singleadult_sro',
-        evicted: 'c_pathways_barrier_eviction',
         rrh_desired: 'c_interested_rrh',
         housing_barrier: 'c_pathways_barriers_yn',
       }.freeze
@@ -143,6 +147,13 @@ def unrelated_columns
         :calculated_homeless_nights_unsheltered,
         :total_homeless_nights_sheltered,
         :total_homeless_nights_unsheltered,
+        :date_of_first_service,
+        :psh_required,
+        :meth_production_conviction,
+        :lifetime_sex_offender,
+        :evicted,
+        :days_homeless,
+        :hmis_days_homeless_all_time,
       ]
     end
     # memoize :pathways_questions
@@ -186,6 +197,23 @@ def most_recent_transfer_assessment_for_destination(client)
       nil
     end
 
+    private def lifetime_sex_offender(client)
+      most_recent_pathways_or_transfer(client).
+        question_matching_requirement('c_transfer_barrier_SORI', '1').present?
+    end
+
+    private def evicted(client)
+      evicted = most_recent_pathways_or_transfer(client).question_matching_requirement('c_pathways_barrier_meth', '1').present?
+      return true if evicted
+
+      evicted = most_recent_pathways_or_transfer(client).
+        question_matching_requirement('c_transfer_barrier_PHAterm', '1').present?
+      return true if evicted
+
+      # Otherwise unknown
+      nil
+    end
+
     private def service_need(client)
       need = most_recent_pathways_or_transfer(client).question_matching_requirement('c_pathways_service_indicators', '1').present?
       return true if need
@@ -321,6 +349,18 @@ def days_homeless_in_last_three_years_cached(client)
       pre_calculated_days
     end
 
+    # Overrides the usual calculation for first date homeless if available
+    # If the question doesn't exist on the assessment or is empty, use the usual definition
+    private def date_of_first_service(client)
+      field_name = 'c_pathways_first_date_homeless'
+      answer = most_recent_pathways_or_transfer(client).
+        question_matching_requirement(field_name)&.AssessmentAnswer
+
+      return client.date_of_first_service if answer.blank?
+
+      answer.to_date
+    end
+
     # If a client has more than 548 self-reported days (combination of sheltered and unsheltered)
     # and does not have a verification uploaded, count unsheltered days first, then count sheltered days UP TO 548.
     # If the self reported days are verified, use the provided amounts.
@@ -396,12 +436,46 @@ def total_homeless_nights_sheltered(client)
         question_matching_requirement('c_pathways_nights_sheltered_warehouse_added_total')&.AssessmentAnswer.to_i || 0
     end
 
+    # all-time days homeless
+    def days_homeless(client)
+      overall_nights_homeless(client)
+    end
+
+    # this seems to be calculated many different ways
+    def hmis_days_homeless_all_time(client)
+      overall_nights_homeless(client)
+    end
+
+    private def overall_nights_homeless(client)
+      most_recent_pathways_or_transfer(client).
+        question_matching_requirement('c_new_boston_homeless_nights_total')&.AssessmentAnswer.to_i ||
+          client.days_homeless
+    end
+
     private def default_shelter_agency_contacts(client)
       contact_emails = client.client_contacts.shelter_agency_contacts.where.not(email: nil).pluck(:email)
       contact_emails << client.source_assessments.max_by(&:assessment_date)&.user&.user_email
       contact_emails.compact.uniq
     end
 
+    # 0 = No PSH
+    # 1 = PSH required
+    # 2 = Either
+    # Default to either if we don't have an answer
+    # CAS uses `yes`, `no`, `maybe` strings
+    private def psh_required(client)
+      value = most_recent_pathways_or_transfer(client).
+        question_matching_requirement('c_rrh_transfer_needs_subsidized_housing_resource')&.AssessmentAnswer.to_i || 2
+      case value
+      when 0
+        'no'
+      when 1
+        'yes'
+      else
+        'maybe'
+      end
+    end
+
     private def contact_info_for_rrh_assessment(client)
       client.client_contacts.case_managers.map(&:full_address).join("\n\n")
     end
@@ -419,6 +493,7 @@ def total_homeless_nights_sheltered(client)
         1 => 'IdentifiedPathwaysVersionThreePathways',
         2 => 'IdentifiedPathwaysVersionThreeTransfer',
         3 => 'IdentifiedPathwaysVersionFourPathways',
+        4 => 'IdentifiedPathwaysVersionFourTransfer',
       }[value.to_i] || 'IdentifiedClientAssessment'
     end
 
@@ -447,21 +522,42 @@ def total_homeless_nights_sheltered(client)
         question_matching_requirement('c_latest_date_financial_assistance_eligibility_rrh')&.AssessmentAnswer
     end
 
+    # For 2024/2025 score calculations are:
+    # Individual Pathways Assessment: days homeless in the past 3 years, prefer Pathways answer clamped to 1,096, use
+    # days in the past three years from the warehouse if not available.
+    # Family Pathways Assessment: overall days homeless (all time), prefer Pathways answer, use client.days_homeless if
+    # not available.
+    # Transfer Assessment: use assessment score.
     private def assessment_score_for_cas(client)
       case cas_assessment_name(client)
       when 'IdentifiedPathwaysVersionThreePathways', 'IdentifiedPathwaysVersionFourPathways'
-        days_homeless_in_last_three_years_cached(client)
-      when 'IdentifiedPathwaysVersionThreeTransfer'
+        if most_recent_pathways_or_transfer(client).family_pathways_2024?
+          # Family
+          overall_days_homeless(client)
+        else
+          # Individual
+          days_homeless_in_last_three_years_cached(client)
+        end
+
+        # all time homeless days (no cap on total, but self-report limited to 548 if no verification)
+        # Also need a mechanism to identify family Pathways assessments/AssessmentQuestions
+      when 'IdentifiedPathwaysVersionThreeTransfer', 'IdentifiedPathwaysVersionFourTransfer'
         assessment_score(client)
       end
     end
 
+    # Various tie-breaker dates used for prioritization in CAS when all else is equal
+    # For Pathways V3, use the date the assessment was collected
+    # For the V3 Transfer assessment, use the financial assistance end date
+    # For Pathways V4, use the first date of homelessness
     private def tie_breaker_date(client)
       case cas_assessment_name(client)
-      when 'IdentifiedPathwaysVersionThreePathways', 'IdentifiedPathwaysVersionFourPathways'
+      when 'IdentifiedPathwaysVersionThreePathways'
         cas_assessment_collected_at(client)
-      when 'IdentifiedPathwaysVersionThreeTransfer'
+      when 'IdentifiedPathwaysVersionThreeTransfer', 'IdentifiedPathwaysVersionFourTransfer'
         financial_assistance_end_date(client)
+      when 'IdentifiedPathwaysVersionFourPathways'
+        date_of_first_service(client)
       end
     end
 

app/models/grda_warehouse/cas_project_client_calculator/default.rb

@@ -15,6 +15,11 @@ def value_for_cas_project_client(client:, column:)
       client.send(column)
     end
 
+    # Defer calculation of `days_homeless` to PushClientsToCas
+    def handles_days_homeless?
+      false
+    end
+
     def description_for_column(column)
       custom_descriptions[column].presence || GrdaWarehouse::Hud::Client.cas_columns_data.dig(column, :description)
     end

app/models/grda_warehouse/hud/assessment.rb

@@ -63,6 +63,10 @@ class Assessment < Base
       where(AssessmentID: GrdaWarehouse::Hud::AssessmentQuestion.transfer.select(:AssessmentID))
     end
 
+    scope :family_pathways, -> do
+      where(AssessmentID: GrdaWarehouse::Hud::AssessmentQuestion.family_pathways.select(:AssessmentID))
+    end
+
     def answer(question)
       assessment_questions.find_by(assessment_question: question.to_s)&.assessment_answer
     end
@@ -105,5 +109,9 @@ def name
     def pathways?
       assessment_questions.any?(&:pathways?)
     end
+
+    def family_pathways_2024?
+      name == 'Family Pathways 2024'
+    end
   end
 end

app/models/grda_warehouse/hud/assessment_question.rb

@@ -47,15 +47,18 @@ class AssessmentQuestion < Base
       pathways_or_rrh.
         joins(:lookup).
         merge(GrdaWarehouse::AssessmentAnswerLookup.where(response_text: pathways_titles))
-
-      # Temporary solution until we have the c_housing_assessment_name question in the 2024 pathways assessment
-      # where(AssessmentQuestion: [:c_housing_assessment_name, :c_pathways_barriers_yn])
     end
 
     scope :transfer, -> do
       pathways_or_rrh.
         joins(:lookup).
-        merge(GrdaWarehouse::AssessmentAnswerLookup.where(response_text: 'RRH-PSH Transfer'))
+        merge(GrdaWarehouse::AssessmentAnswerLookup.where(response_text: transfer_titles))
+    end
+
+    scope :family_pathways, -> do
+      pathways_or_rrh.
+        joins(:lookup).
+        merge(GrdaWarehouse::AssessmentAnswerLookup.where(response_text: family_pathways_titles))
     end
 
     # NOTE: you probably want to join/preload :lookup
@@ -71,8 +74,6 @@ def default_response_text(answer)
     end
 
     def pathways?
-      # FIXME: this is temporary until we have a more permanent solution
-      # self.AssessmentQuestion.to_s == 'c_pathways_barriers_yn'
       self.AssessmentQuestion.to_s == 'c_housing_assessment_name' && human_readable.in?(self.class.pathways_titles)
     end
 
@@ -83,6 +84,19 @@ def self.pathways_titles
       ]
     end
 
+    def self.transfer_titles
+      [
+        'RRH-PSH Transfer',
+        'RRH-PSH Transfer 2024',
+      ]
+    end
+
+    def self.family_pathways_titles
+      [
+        'Family Pathways 2024',
+      ]
+    end
+
     private def pathways_question?
       assessment_question == 'c_housing_assessment_name'
     end
@@ -91,11 +105,17 @@ def assessment_name
       return 'Pathways 2024' if pathways_2024?
       return 'Pathways 2021' if pathways_2021?
       return 'RRH-PSH Transfer' if transfer_2021?
+      return 'RRH-PSH Transfer 2024' if transfer_2024?
+      return 'Family Pathways 2024' if family_pathways_2024?
 
       # unknown from assessment questions
       nil
     end
 
+    def family_pathways_2024?
+      lookup&.response_text == 'Family Pathways 2024'
+    end
+
     def pathways_2024?
       return nil unless pathways_question?
 
@@ -113,5 +133,11 @@ def transfer_2021?
 
       lookup&.response_text == 'RRH-PSH Transfer'
     end
+
+    def transfer_2024?
+      return nil unless pathways_question?
+
+      lookup&.response_text == 'RRH-PSH Transfer 2024'
+    end
   end
 end

app/models/grda_warehouse/hud/client.rb

@@ -1357,7 +1357,7 @@ def email
       return source_clients.map(&:email).reject(&:blank?).first if destination?
 
       # Look for value from OP HMIS
-      value = most_recent_email_hmis if HmisEnforcement.hmis_enabled?
+      value = most_recent_email_hmis if HmisEnforcement.hmis_enabled? && data_source&.hmis?
       # Look for value from other HMIS integrations
       value ||= hmis_client_response['Email'] if hmis_client_response.present?
       value ||= hmis_client.processed_fields['email'] if hmis_client&.processed_fields
@@ -1368,7 +1368,7 @@ def home_phone
       # Fetch the data from the source clients if we are a destination client
       return source_clients.map(&:home_phone).reject(&:blank?).first if destination?
 
-      value = most_recent_home_phone_hmis if HmisEnforcement.hmis_enabled?
+      value = most_recent_home_phone_hmis if HmisEnforcement.hmis_enabled? && data_source&.hmis?
       value ||= hmis_client_response['HomePhone'] if hmis_client_response.present?
       value
     end
@@ -1377,7 +1377,7 @@ def cell_phone
       # Fetch the data from the source clients if we are a destination client
       return source_clients.map(&:cell_phone).reject(&:blank?).first if destination?
 
-      value = most_recent_cell_or_other_phone_hmis if HmisEnforcement.hmis_enabled?
+      value = most_recent_cell_or_other_phone_hmis if HmisEnforcement.hmis_enabled? && data_source&.hmis?
       value ||= hmis_client_response['CellPhone'] if hmis_client_response.present?
       value ||= hmis_client.processed_fields['phone'] if hmis_client&.processed_fields
       value
@@ -1387,7 +1387,7 @@ def work_phone
       # Fetch the data from the source clients if we are a destination client
       return source_clients.map(&:work_phone).reject(&:blank?).first if destination?
 
-      value = most_recent_work_or_school_phone_hmis if HmisEnforcement.hmis_enabled?
+      value = most_recent_work_or_school_phone_hmis if HmisEnforcement.hmis_enabled? && data_source&.hmis?
       return value if value
       return unless hmis_client_response.present?