TRP: Add La Casa Section

[cecilia-donnelly]

La Casa is an affordable housing "dorm" for students at colleges throughout the Chicago area. It is affiliated with the Resurrection Project (TRP). The administrators at La Casa would like to save information about residents in the TTM system. This would include general demographic information like: "Name, DOB, Demographic Info, contact info, High School, Cum. GPA, ACT score, Edu Level of Parents, Household Income, Household Size"

And information that changes over time, like: College of enrollment by semester, Course of Study, GPA, College Match Rating [this is below, match, and above and corresponds to the college the student is currently attending], Term GPA, Credit Accrual

Finally, they want to save information about the programs and events that residents attend at La Casa. These may or may not (ask Vito) include events hosted by TRP that are not specifically related to La Casa. Programs/Events Attendance

How to do this: I think this would require expanding the general demographics table for TRP to include all the demographic information listed above. Residents would be added as TRP participants, perhaps with a La Casa "flag" in that general table. They would appear in general TRP participant reports - is this desirable? Then, we would add a new table for Colleges. System users would need to be able to add colleges to this table, though we might start with a seed list. The College_Resident link table (also new) would include the college ID, student ID, semester, course of study, GPA for semester, College Match, and credit earned that semester. A student might be linked to the same college over more than one semester.

They ultimately want to be able to report on:

1. college movement (i.e. from a 2-year to 4-year college)
2. Event attendance at La Casa
3. GPA

[kfogel]

nod Sounds pretty straightforward. We'll talk with Taryn to figure out where to prioritize this.

[cecilia-donnelly]

Priority 2 after SWOP leadership report.

[cecilia-donnelly]

Met with Vito on July 28 and confirmed much of the above. They want to store:

1. Everything that is currently in HDS (property management system). This holds basic contact information and dates that they live at La Casa.
   • Will need to use an HDS export (which Angela will send us) to import basic info to TTM. Note that we should set TTM to be read-only on the imported fields or otherwise ensure that HDS is master
     and TTM is the copy.
   • HDS includes ~100 students who live at La Casa and the unsuccessful/incomplete applications for residence.
2. Currently Angela, the outreach person, and Maria, the director, use an Excel sheet for basic application calculations.
   • The sheet calculates adjusted median income.
   • Angela will send us the sheet with 3 lines of test data so that we can replicate the calculations.
3. Rather than event attendance as mentioned in a prior comment, they seek to track "student encounters" by a set of established categories (e.g. debt, financial aid, transferring school).
4. If possible, they would like this to be finished by the first week of September.

[cecilia-donnelly]

A draft is complete as of 596068f. (note: I lost the link between this issue and some commits. Here they are, in reverse order: 596068f, 26a277e, 8a3f8f3, b6ba993, 5c202b8, 117a7e9, 8e67e79, 84fac29, 383d1b3, f9273fa)

This draft is very preliminary and only includes a few fields. As of 596068f, the participant profile includes a "La Casa Information" section that holds a "Colleges" table that will be expanded to show change in college attended, credits, and GPA over time. The section also includes a "Finances" table that may also show change over time - for example, "Tuition" would change whenever the college attended changed, or from year to year.

Sample data includes "Juana Lopez." See her profile at trp/participants/profile.php?id=69.

One more note: the sample data I loaded in commit 84fac29 includes hard-coded Participant IDs, based on the dev site's Participants table. Eventually we will want to load sample data with IDs based on the insert_id in the Participants table (i.e., not hard coded).

[cecilia-donnelly]

I merged to master and asked for user input as of commit 7161cb8. That commit is loaded on the demo site and is ready for user feedback. I will continue to use the Issue-5-la-casa branch on dev for further development.

[kfogel]

Request from Vito at TRP:

There was one more, very simple thing that Maria (Dir. Of La Casa) wanted to be added to the TTM module. We want to know how many loans a student applied for, at what volume (monetary value), and how much they received in total (ie not just from La Casa). Would this be possible? Thanks!

Karl replied:

Sounds completely possible to me. Noted!

[cecilia-donnelly]

Major to-dos for La Casa section:

• Show college credits earned over time, with running total.
• Show number of loans applied for, monetary total applied for, and monetary total received (by year?)
• Remove extra information.
• Make information editable and enterable on participant profile
• On the La Casa program profile, we need Household Size, Race&Ethnicity, and Household Income aggregate reports.
• For new La Casa students and residents, entry needs to be made more legible and should include dropdowns and so on.
• Since we are tracking less information, I will also change the db table create statements

[cecilia-donnelly]

Pushed to demo site as of commit c0c045a. Waiting for feedback from Vito.

I know I still need to clean up some testing output, add a dropdown for race when adding a new person, add ways to edit household income size on the participant profile.

[cecilia-donnelly]

After discussing with Vito earlier today (2014-10-17):

1. All fields in the End of Year Report should be add-able and editable on the participant profile. The remaining fields are: Major, College GPA, High School GPA, ACT score, Dependency Status, Mother's/Father's Highest level of education, Student aspiration, First generation college student, College Match, anticipated graduation within 4 years (y/n), anticipated graduation within 6 years (y/n) AND program cohort, if any.
2. "program cohort" refers to the fact that some groups of students come to Chicago for a study abroad or college exchange experience and live at La Casa.
3. These fields should be reported on in the La Casa program profile in the same format as the fields currently reported there (on demo, commit c0c045a).
4. Information needs to be exportable to Excel (perhaps csv).

[cecilia-donnelly]

After consulting with Vito about the version of this feature in e9361af, he requested:

• Add "other" to term type -- (semester, quarter, other)
• New fields to include in "add person" and on trp/participants/profile.php but not on the quarterly report view in trp/programs/profile.php.
  • num scholarships applied for
  • num scholarships offered
  • $ offered
  • $ received
  • total household income (int)
  • AMI (int)
  • dependency pre-questions:
  • “age 24 or older?”
  • “Masters Degree or Above?”
  • “Married?”
  • “Has Children?”
  • “Homeless?”
  • “Self Sustaining?”
  • “Dependency Status”
  • by term, y/n internship
  • if yes then num hrs per term
  • move in date
  • move out date
• Add option to remove participants from program (without necessarily deleting them from system entirely)

[cecilia-donnelly]

Some notes from meeting with the users:

• [ ] for the report, GPA and Credit accrual should be represented by ranges
• [ ] we may want to automate college match (they will send me the grid/formula they use to determine match level)
• [ ] filtering: use a start and end date with move-in/move-out dates, but this is complicated by the fact that they sometimes want to count someone who moves into LC in February as having been there for the academic year
• [x] add a "cohort" field
• [ ] reporting: want a custom report builder with choice of fields and filters
• [x] make sure that all is downloadable
• [x] key column (determines residency): signed, plan to sign, no, out
• [x] Loans table: Loan type, $, term
• [ ] to test: printing a person's profile
• [ ] order terms by year
• [x] add trimester to term types
• [ ] add several internship fields: supervisor, title, name of company, dates, supervisor's title, email, and phone number

[cecilia-donnelly]

This is deployed to production and out for beta use. I'll be opening several smaller issues related to this, but at least this main project is done!