25.7 fb lease fee credit rate

onprc_billing/resources/queries/onprc_billing/LeaseFeeCTE.sql

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+PARAMETERS (StartDate TIMESTAMP, EndDate TIMESTAMP)
+
+-- ========================================================
+-- Revised Lease Fee CTE Query - LabKey SQL Compatible
+-- Date: 2025-11-24 (reviewed/cleaned)
+-- ========================================================
+WITH
+-- ========================================================
+-- 1) Base assignments in date range
+-- ========================================================
+assignments AS (
+    SELECT
+        a.Id,
+        -- create an identifier as assignment ID
+        a.lsid AS assignmentId,
+        a.date      AS assignmentDate,
+        a.enddate   AS assignmentEndDate,
+        a.project,
+
+        -- Resource code from resourceAssigned (latest by date if multiple)
+      (Select r.project.displayName from study.resourceAssigned r where r.id = a.id and r.project.enddate is Null) as resourceCode,
+
+        a.assignCondition,
+        a.releaseCondition,
+        a.projectedRelease,
+        a.projectedReleaseCondition,
+
+  --Create a looklup for is a research project
+       Case when a.id in (Select ra.id from study.researchAssigned ra where ra.id = a.id) then 1
+           Else 0
+           End as isResearchAssignment,
+
+        -- dam of infant, if applicable
+       (
+            SELECT b.dam
+            FROM study.birth b
+            WHERE b.id = a.id
+        ) AS damId,
+
+        a.container
+    FROM study.assignment a
+    WHERE a.date >= StartDate
+      AND a.date <  EndDate
+),
+
+-- ========================================================
+-- 2) Animal age / infant vs adult
+-- ========================================================
+age_at_assignment AS (
+    SELECT
+        aa.Id,
+        aa.assignmentId,
+        aa.assignmentDate,
+        aa.assignmentEndDate,
+        aa.project,
+        aa.resourceCode,
+        aa.assignCondition,
+        aa.releaseCondition,
+        aa.projectedRelease,
+        aa.damId,
+        aa.isResearchAssignment,
+        aa.container,
+        d.birth,
+        d.gender AS sex,
+
+        -- Age in days
+        TIMESTAMPDIFF('SQL_TSI_DAY', d.birth, aa.assignmentDate) AS ageDays,
+
+        -- Infant flag: <= 1 year old at assignment
+        CASE
+            WHEN TIMESTAMPDIFF('SQL_TSI_YEAR', d.birth, aa.assignmentDate) <= 1 THEN 1
+            ELSE 0
+        END AS isInfant,
+
+        -- Using projected release condition as terminal flag
+        CASE
+            WHEN aa.projectedReleaseCondition IN (206, 207) THEN 1
+            ELSE 0
+        END AS isTerminalAssignment
+    FROM assignments aa
+    LEFT JOIN study.demographics d
+        ON d.Id = aa.Id
+),
+
+-- ========================================================
+-- 3) PI purchase flag (for research assignments)
+-- ========================================================
+pi_purchase AS (
+    SELECT DISTINCT
+        f.Id,
+        f.value,
+        1 AS hasPIPurchase
+    FROM study.flags f
+    WHERE f.flag.value = 'PI Purchased NHP'
+      -- AND f.isActive = true  -- uncomment if isActive exists and should filter
+),
+
+assign_with_pi AS (
+    SELECT
+        a.*,
+        p.value,
+        COALESCE(p.hasPIPurchase, 0) AS hasPIPurchase
+    FROM age_at_assignment a
+    LEFT JOIN pi_purchase p
+        ON a.Id = p.Id
+),
+
+-- ========================================================
+-- 4) Assignment length & condition change
+-- ========================================================
+assignment_length AS (
+    SELECT
+        a.*,
+        TIMESTAMPDIFF(
+            'SQL_TSI_DAY',
+            a.assignmentDate,
+            COALESCE(a.projectedRelease, a.assignmentEndDate)
+        ) AS assignmentDays,
+
+        CASE
+            WHEN a.assignCondition = a.releaseCondition
+                 OR a.releaseCondition IS NULL
+                THEN 0
+            ELSE 1
+        END AS hasConditionChange
+    FROM assign_with_pi a
+),
+
+-- ========================================================
+-- 5) Resource type classification
+-- ========================================================
+resource_type AS (
+    SELECT
+        a.*,
+        CASE
+            WHEN a.resourceCode = '0300'     THEN 'TMB'
+            WHEN a.resourceCode = '0456'     THEN 'AGING'
+            WHEN a.resourceCode = '0833'     THEN 'OBESE'
+            WHEN a.resourceCode = '0492-03'  THEN 'SPF9'
+            WHEN a.resourceCode = '1092-50'  THEN 'AMR'
+            WHEN a.resourceCode = '0492'     THEN 'COLONY'
+            WHEN a.resourceCode = '0492-02'  THEN 'U42'
+            WHEN a.resourceCode = '0492-45'  THEN 'JMR'
+            ELSE 'OTHER'
+        END AS resourceGroup
+    FROM assignment_length a
+),
+
+-- ========================================================
+-- 6) Dam/resource match (for infant/resource rules)
+--    Map damId -> damResourceCode
+-- ========================================================
+dam_resource AS (
+    SELECT DISTINCT
+        r.damId,
+        r.resourceCode AS damResourceCode
+    FROM resource_type r
+    WHERE r.damId IS NOT NULL
+),
+
+with_dam_match AS (
+    SELECT
+        a.*,
+        CASE
+            WHEN a.isInfant = 1
+                 AND dr.damResourceCode = a.resourceCode
+                THEN 1
+            ELSE 0
+        END AS infantSameDamResource
+    FROM resource_type a
+    LEFT JOIN dam_resource dr
+        ON dr.damId = a.damId
+),
+
+-- ========================================================
+-- 7) Determine lease type (core rule engine)
+-- ========================================================
+lease_type AS (
+    SELECT
+        a.*,
+
+        CASE
+            -- 1) Resource assignments
+            WHEN a.isResearchAssignment = 0 THEN
+                CASE
+                    -- 1.1 Infant, dam in same resource → no lease
+                    WHEN a.isInfant = 1
+                         AND a.infantSameDamResource = 1
+                        THEN 'NONE'
+
+                    -- 1.2 TMB (0300)
+                    WHEN a.resourceGroup = 'TMB' THEN
+                        CASE
+                            -- Example dam logic
+                            WHEN a.isInfant = 0
+                                 AND a.sex = 'F'
+                                THEN 'TMB_LEASE'
+
+                            -- infant from assigned TMB dam → no lease
+                            WHEN a.isInfant = 1
+                                 AND a.infantSameDamResource = 1
+                                THEN 'NONE'
+
+                            -- infant from unassigned TMB dam → P51 lease
+                            WHEN a.isInfant = 1
+                                THEN 'P51_FULL'
+
+                            -- male assigned from TMB resource → P51 rate
+                            WHEN a.sex = 'M'
+                                THEN 'P51_FULL'
+
+                            -- default: day lease to TMB
+                            ELSE 'DAY_LEASE'
+                        END
+
+                    -- 1.3 Aging (0456) → no lease for assignments
+                    WHEN a.resourceGroup = 'AGING' THEN 'NONE'
+
+                    -- 1.4 OBESE (0833)
+                    WHEN a.resourceGroup = 'OBESE' THEN
+                        CASE
+                            WHEN a.assignmentDays BETWEEN 1 AND 14
+                                 AND a.hasConditionChange = 0
+                                THEN 'OBESE_DAY'          -- ONR01
+                            WHEN a.isTerminalAssignment = 1
+                                THEN 'OBESE_ADULT_TERM'   -- ONR45
+                            ELSE 'OBESE_ADULT'            -- ONR25
+                        END
+
+                    -- 1.5 SPF9 (0492-03)
+                    WHEN a.resourceGroup = 'SPF9'
+                        THEN 'SPF9_EXPANDED'
+
+                    -- 1.6 AMR (1092-50) – no lease when assigned to AMR
+                    WHEN a.resourceGroup = 'AMR'
+                        THEN 'NONE'
+
+                    -- 1.7 Colony / U42 / JMR / Other resource → P51 rules
+                    ELSE 'P51_FULL'
+                END
+
+            -- 2) Research assignments
+            ELSE
+                CASE
+                    -- 2.1 PI Purchased → no lease
+                    WHEN a.hasPIPurchase = 1
+                        THEN 'NONE'
+
+                    -- 2.2 One day – 14 days
+                    WHEN a.assignmentDays BETWEEN 1 AND 14 THEN
+                        CASE
+                            WHEN a.hasConditionChange = 0
+                                THEN 'DAY_LEASE'
+                            ELSE 'FULL_LEASE'
+                        END
+
+                    -- 2.3 > 14 days → full lease
+                    WHEN a.assignmentDays > 14
+                        THEN 'FULL_LEASE'
+
+                    ELSE 'NONE'
+                END
+        END AS leaseType
+    FROM with_dam_match a
+),
+
+-- =========================================================
+-- 8) Map leaseType to itemCodes & credit aliases
+-- ========================================================
+lease_mapping AS (
+    SELECT
+        l.*,
+
+        -- Item code mapping (example codes – replace with real ones)
+        CASE l.leaseType
+            WHEN 'DAY_LEASE'         THEN 'DAY01'   -- generic day lease
+            WHEN 'FULL_LEASE'        THEN 'FULL01'
+            WHEN 'P51_FULL'          THEN 'P51'
+            WHEN 'OBESE_DAY'         THEN 'ONR01'
+            WHEN 'OBESE_ADULT'       THEN 'ONR25'
+            WHEN 'OBESE_ADULT_TERM'  THEN 'ONR45'
+            WHEN 'SPF9_EXPANDED'     THEN 'SPF9X'
+            WHEN 'TMB_LEASE'         THEN 'TMB01'
+            ELSE NULL
+        END AS leaseItemCode,
+
+        -- Credit resource mapping (aliases to be tied to real chargeableItems / accounts)
+        CASE
+            WHEN l.leaseType = 'NONE' THEN NULL
+
+            -- Aging never gets credit; credit colony
+            WHEN l.resourceGroup = 'AGING' THEN 'COLONY_ALIAS'
+
+            -- Obese always credits Obese resource
+            WHEN l.resourceGroup = 'OBESE' THEN 'OBESE_ALIAS'
+
+            -- SPF9 credits U42E funding
+            WHEN l.resourceGroup = 'SPF9' THEN 'U42E_ALIAS'
+
+            -- TMB credits TMB resource
+            WHEN l.resourceGroup = 'TMB'  THEN 'TMB_ALIAS'
+
+            -- AMR → credit colony
+            WHEN l.resourceGroup = 'AMR'  THEN 'COLONY_ALIAS'
+
+            -- Colony/U42/JMR map to their own aliases
+            WHEN l.resourceGroup = 'COLONY' THEN 'COLONY_ALIAS'
+            WHEN l.resourceGroup = 'U42'    THEN 'U42_ALIAS'
+            WHEN l.resourceGroup = 'JMR'    THEN 'JMR_ALIAS'
+
+            -- fallback: credit the originating resource
+            ELSE 'ORIGIN_RESOURCE_ALIAS'
+        END AS creditAlias
+    FROM lease_type l
+),
+
+-- =========================================================
+-- 9) Final output
+-- ========================================================
+final AS (
+    SELECT
+        f.Id,
+        f.assignmentId,
+        f.assignmentDate,
+        f.assignmentEndDate,
+        f.project,
+        f.resourceCode,
+        f.resourceGroup,
+        f.isResearchAssignment,
+        f.isInfant,
+        f.assignmentDays,
+        f.hasConditionChange,
+        f.hasPIPurchase,
+        f.isTerminalAssignment,
+        f.leaseType,
+        f.leaseItemCode,
+        f.creditAlias,
+        CASE
+            WHEN f.leaseType = 'NONE'
+                THEN 'No lease per business rules'
+            ELSE ('Lease generated per leaseType=' + f.leaseType)
+        END AS leaseNote
+    FROM lease_mapping f
+)
+
+SELECT *
+FROM final
+ORDER BY assignmentDate, Id, assignmentId;

onprc_billing/resources/queries/onprc_billing/NonExemptAssignments.sql

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+SELECT *
+FROM study.AssignmentsInRange a
+WHERE project NOT IN ('0300','0456')   -- resource exemptions (TMB/Aging)