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new baseline vers
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@robjharrison
robjharrison committed Aug 29, 2024
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334 changes: 229 additions & 105 deletions tools-ssd_chat_plus/component2_caseload_aggregation.sql
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Expand Up @@ -16,156 +16,280 @@ Reductive views extract SQL - Caseload counts/aggr by Team
Use HDM_Local;



WITH
-- involvements filter open cases with 'ALLOCATED CASE WORKER' role
FilteredInvolvements AS (
/* involvements filter open cases with 'ALLOCATED CASE WORKER' role */
InvolvementCounts AS (
SELECT
i.invo_involvements_id,
i.invo_professional_team,
i.invo_referral_id
i.invo_professional_team, -- grouping by team
COUNT(DISTINCT cla.clae_person_id) AS InvolvementCaseload -- count person_id for each team with open CLA episode
FROM
ssd_involvements AS i
INNER JOIN
ssd_cla_episodes AS cla ON i.invo_referral_id = cla.clae_referral_id -- join to link involvements with CLA episodes
WHERE
UPPER(i.invo_professional_role_id) = 'ALLOCATED CASE WORKER'
AND i.invo_involvement_end_date IS NULL
),
-- get the department details
DepartmentDetails AS (
SELECT
d.dept_team_id,
ISNULL(d.dept_team_name, 'Unassigned') AS TeamName,
ISNULL(d.dept_team_parent_name, 'No Parent') AS TeamParentName
FROM
ssd_department AS d
UPPER(i.invo_professional_role_id) = 'ALLOCATED CASE WORKER' -- filter by role 'ALLOCATED CASE WORKER'
AND i.invo_involvement_end_date IS NULL -- filter for open cases in involvements
GROUP BY
i.invo_professional_team
),

-- get count of open CP plans
OpenCPPlans AS (
/*
count number of open Child Protection (CP) plans associated with each team
filters for active CP plans linked to ongoing involvements with an 'ALLOCATED CASE WORKER'
count is valid, open CP plans grouped by involvement team
*/
/* get count of open CLA episodes (where clae_cla_episode_ceased is NULL) */
OpenCLAEpisodes AS (
SELECT
i.invo_professional_team, -- grp by involvement team
COUNT(*) AS OpenCPPlanCount -- count open CP plans for each team
i.invo_professional_team, -- grouping by team ID via involvements
COUNT(DISTINCT cla.clae_person_id) AS OpenCLAEpisodeCount -- count person_id with open CLA episodes by team
FROM
FilteredInvolvements AS i
ssd_cla_episodes AS cla
LEFT JOIN
ssd_cp_plans AS cp ON i.invo_referral_id = cp.cppl_referral_id
AND cp.cppl_cp_plan_end_date IS NULL -- only consider CP plans that are still open (no end date)
ssd_involvements AS i ON cla.clae_referral_id = i.invo_referral_id -- join to link with involvements for team details
WHERE
cp.cppl_cp_plan_id IS NOT NULL -- exclude involvements without associated CP plan
UPPER(i.invo_professional_role_id) = 'ALLOCATED CASE WORKER' -- filter by role 'ALLOCATED CASE WORKER'
AND cla.clae_cla_episode_ceased IS NULL -- ensure the CLA episode is still open
GROUP BY
i.invo_professional_team -- aggregate count of open CP plans by team
i.invo_professional_team
),


-- get count of CiN episodes with no plan
CiNWithoutPlans AS (
/*
count number of Child in Need (CiN) episodes that have no associated plan
filters for involvements linked to CiN episodes where no assessment plan exists
count is grouped by involvement team
*/
/* get count of open CLA episodes that also have an open CP plan */
OpenCPAndLAC AS (
SELECT
i.invo_professional_team, -- grp by involvement team
COUNT(*) AS CiNWithoutPlanCount -- count CiN episodes without plan for each team
i.invo_professional_team, -- grouping by team ID via involvements
COUNT(cp.cppl_cp_plan_id) AS CPAndLACCount -- count of open CLA episodes with an open CP plan by team
FROM
FilteredInvolvements AS i
ssd_cp_plans AS cp
LEFT JOIN
ssd_cin_episodes AS cine ON i.invo_referral_id = cine.cine_referral_id
ssd_cla_episodes AS cla ON cp.cppl_person_id = cla.clae_person_id
LEFT JOIN
ssd_cin_assessments AS cina ON cine.cine_referral_id = cina.cina_referral_id
ssd_involvements AS i ON cp.cppl_referral_id = i.invo_referral_id -- join to link with involvements for team details
WHERE
cine.cine_referral_id IS NOT NULL -- ensure involvement has linked CiN episode
AND cina.cina_referral_id IS NULL -- exclude cases where an assessment plan exists
cla.clae_cla_episode_ceased IS NULL -- filter for open CLA episodes
AND cp.cppl_cp_plan_end_date IS NULL -- filter for open CP plans
GROUP BY
i.invo_professional_team -- aggregate count of CiN episodes without plan by team
i.invo_professional_team
),



-- get count of active (with NULL cine_close_date) ssd_cin_episodes
OpenCINEpisodes AS (
/*
count active Child in Need (CiN) episodes where close date is NULL
identifies episodes still ongoing
count is grouped by referral team
*/
/* get count of active CP plans with no related CLA episode */
ActiveCPWithoutCLA AS (
SELECT
cine.cine_referral_team, -- grp by referral team responsible for CiN episode
COUNT(DISTINCT cine.cine_person_id) AS OpenCINEpisodeCount -- count distinct persons with open CIN episode
i.invo_professional_team, -- grouping by team ID via involvements
COUNT(cp.cppl_cp_plan_id) AS CPnoLAC -- count of active CP plans without a related CLA episode
FROM
ssd_cin_episodes AS cine
ssd_cp_plans AS cp
LEFT JOIN
ssd_cla_episodes AS cla ON cp.cppl_referral_id = cla.clae_referral_id
LEFT JOIN
ssd_involvements AS i ON cp.cppl_referral_id = i.invo_referral_id -- join to link with involvements for team details
WHERE
cine.cine_close_date IS NULL -- only include episodes with no close date (still active)
cp.cppl_cp_plan_end_date IS NULL -- filter for active CP plans
AND cla.clae_cla_episode_id IS NULL -- ensure no related CLA episode
GROUP BY
cine.cine_referral_team -- aggregate count of open CiN episodes by team
i.invo_professional_team
),

-- get count of care leavers by team, only incl.those with open CIN episode
CareLeavers AS (
/*
count number of care leavers by team, includes only those with open CIN episode
filters out care leavers without an active CIN case
count is grouped by team assigned to care leaver
*/
/* count care leavers without an associated open involvement or CLA episode */
CareLeaversWithoutInvolvementOrCLA AS (
SELECT
cl.clea_care_leaver_allocated_team, -- grp by team assigned to care leaver
COUNT(DISTINCT cl.clea_person_id) AS CareLeaverCount -- count distinct care leavers with open CIN episode
cl.clea_care_leaver_allocated_team, -- grouping by care leaver allocated team
COUNT(cl.clea_person_id) AS CareLeaversNoInvolvementOrCLA -- count care leavers without open involvement or CLA episode by team
FROM
ssd_care_leavers AS cl
JOIN
ssd_cin_episodes AS cine ON cl.clea_person_id = cine.cine_person_id
LEFT JOIN
ssd_involvements AS i ON cl.clea_person_id = i.invo_person_id AND i.invo_involvement_end_date IS NULL
LEFT JOIN
ssd_cla_episodes AS cla ON cl.clea_person_id = cla.clae_person_id AND cla.clae_cla_episode_ceased IS NULL
WHERE
cine.cine_close_date IS NULL -- only include care leavers with open CIN episode
i.invo_involvement_end_date IS NULL -- no open involvement
AND cla.clae_cla_episode_ceased IS NULL -- no open CLA episode
GROUP BY
cl.clea_care_leaver_allocated_team -- aggregate count of care leavers by team
cl.clea_care_leaver_allocated_team
)

/* main query selecting and combining all counts */
SELECT
dd.TeamName,
dd.TeamParentName,
COUNT(fi.invo_involvements_id) AS CaseloadCount, -- Total involvements (cases) for each team
COALESCE(cp.OpenCPPlanCount, 0) + -- Calculation for testCount: Sum of all other counts
COALESCE(cn.CiNWithoutPlanCount, 0) +
COALESCE(oc.OpenCINEpisodeCount, 0) +
COALESCE(cl.CareLeaverCount, 0) AS TestCount, -- testCount used as [TESTING] comparison against CaseloadCount
COALESCE(cp.OpenCPPlanCount, 0) AS OpenCPPlanCount, -- Cnt open Child Protection plans, defaults to 0 if no open plans are found
COALESCE(cn.CiNWithoutPlanCount, 0) AS CiNWithoutPlan, -- Cnt Child in Need episodes without a plan, defaults to 0 if none are found
COALESCE(oc.OpenCINEpisodeCount, 0) AS OpenCINEpisodeCount, -- Cnt unique open CIN episodes by team
COALESCE(cl.CareLeaverCount, 0) AS CareLeaverCount -- Cnt care leavers by team
ISNULL(dd.dept_team_name, 'Unassigned') AS TeamName, -- team name from department details
ISNULL(dd.dept_team_parent_name, 'No Parent') AS TeamParentName, -- parent team name from department details
COALESCE(ic.InvolvementCaseload, 0) AS InvolvementCaseload, -- total involvements/caseload for each team
COALESCE(ocla.OpenCLAEpisodeCount, 0) AS OpenCLAEpisodeCount, -- open CLA episodes by team
COALESCE(cp_lac.CPAndLACCount, 0) AS LACwithCP, -- open CLA episodes with an open CP plan by team
COALESCE(acp.CPnoLAC, 0) AS LACnoCP, -- active CP plans with no related CLA episode
COALESCE(cl_no_involvement_or_cla.CareLeaversNoInvolvementOrCLA, 0)
AS CareLeaversNoInvolvementOrCLA -- count care leavers without open involvement or CLA episode by team
FROM
FilteredInvolvements AS fi
ssd_department AS dd
LEFT JOIN
DepartmentDetails AS dd ON fi.invo_professional_team = dd.dept_team_id
InvolvementCounts AS ic ON dd.dept_team_id = ic.invo_professional_team
LEFT JOIN
OpenCPPlans AS cp ON fi.invo_professional_team = cp.invo_professional_team
OpenCLAEpisodes AS ocla ON dd.dept_team_id = ocla.invo_professional_team
LEFT JOIN
CiNWithoutPlans AS cn ON fi.invo_professional_team = cn.invo_professional_team
OpenCPAndLAC AS cp_lac ON dd.dept_team_id = cp_lac.invo_professional_team
LEFT JOIN
OpenCINEpisodes AS oc ON dd.dept_team_id = oc.cine_referral_team -- Join to get open CIN episodes count by team
ActiveCPWithoutCLA AS acp ON dd.dept_team_id = acp.invo_professional_team
LEFT JOIN
CareLeavers AS cl ON dd.dept_team_id = cl.clea_care_leaver_allocated_team -- Join to get care leaver count by team
CareLeaversWithoutInvolvementOrCLA AS cl_no_involvement_or_cla ON dd.dept_team_id = cl_no_involvement_or_cla.clea_care_leaver_allocated_team
WHERE
COALESCE(ic.InvolvementCaseload, 0) > 0 OR -- include teams with at least one involvement case
COALESCE(ocla.OpenCLAEpisodeCount, 0) > 0 OR -- include teams with at least one open CLA episode
COALESCE(cp_lac.CPAndLACCount, 0) > 0 OR -- include teams with at least one open CLA episode with a CP plan
COALESCE(acp.CPnoLAC, 0) > 0 OR -- include teams with at least one active CP plan with no related CLA episode
COALESCE(cl_no_involvement_or_cla.CareLeaversNoInvolvementOrCLA, 0) > 0 -- include teams with care leavers having no open involvement or CLA episode

GROUP BY
dd.TeamName,
dd.TeamParentName,
cp.OpenCPPlanCount,
cn.CiNWithoutPlanCount,
oc.OpenCINEpisodeCount,
cl.CareLeaverCount
HAVING
-- only list teams with relevant caseloads
COALESCE(cp.OpenCPPlanCount, 0) > 0 OR -- Include teams with at least one open CP plan
COALESCE(cn.CiNWithoutPlanCount, 0) > 0 OR -- Or include teams with at least one CiN episode without a plan
COALESCE(oc.OpenCINEpisodeCount, 0) > 0 OR -- Or include teams with at least one open CIN episode
COALESCE(cl.CareLeaverCount, 0) > 0 -- Or include teams with at least one care leaver
ORDER BY
CaseloadCount DESC;
InvolvementCaseload DESC;




--- start of previous version BAK

-- WITH
-- -- involvements filter open cases with 'ALLOCATED CASE WORKER' role
-- FilteredInvolvements AS (
-- SELECT
-- i.invo_involvements_id,
-- i.invo_professional_team,
-- i.invo_referral_id
-- FROM
-- ssd_involvements AS i
-- WHERE
-- UPPER(i.invo_professional_role_id) = 'ALLOCATED CASE WORKER'
-- AND i.invo_involvement_end_date IS NULL
-- ),
-- -- get the department details
-- DepartmentDetails AS (
-- SELECT
-- d.dept_team_id,
-- ISNULL(d.dept_team_name, 'Unassigned') AS TeamName,
-- ISNULL(d.dept_team_parent_name, 'No Parent') AS TeamParentName
-- FROM
-- ssd_department AS d
-- ),

-- -- get count of open CP plans
-- OpenCPPlans AS (
-- /*
-- count number of open Child Protection (CP) plans associated with each team
-- filters for active CP plans linked to ongoing involvements with an 'ALLOCATED CASE WORKER'
-- count is valid, open CP plans grouped by involvement team
-- */
-- SELECT
-- i.invo_professional_team, -- grp by involvement team
-- COUNT(*) AS OpenCPPlanCount -- count open CP plans for each team
-- FROM
-- FilteredInvolvements AS i
-- LEFT JOIN
-- ssd_cp_plans AS cp ON i.invo_referral_id = cp.cppl_referral_id
-- AND cp.cppl_cp_plan_end_date IS NULL -- only consider CP plans that are still open (no end date)
-- WHERE
-- cp.cppl_cp_plan_id IS NOT NULL -- exclude involvements without associated CP plan
-- GROUP BY
-- i.invo_professional_team -- aggregate count of open CP plans by team
-- ),


-- -- get count of CiN episodes with no plan
-- CiNWithoutPlans AS (
-- /*
-- count number of Child in Need (CiN) episodes that have no associated plan
-- filters for involvements linked to CiN episodes where no assessment plan exists
-- count is grouped by involvement team
-- */
-- SELECT
-- i.invo_professional_team, -- grp by involvement team
-- COUNT(*) AS CiNWithoutPlanCount -- count CiN episodes without plan for each team
-- FROM
-- FilteredInvolvements AS i
-- LEFT JOIN
-- ssd_cin_episodes AS cine ON i.invo_referral_id = cine.cine_referral_id
-- LEFT JOIN
-- ssd_cin_assessments AS cina ON cine.cine_referral_id = cina.cina_referral_id
-- WHERE
-- cine.cine_referral_id IS NOT NULL -- ensure involvement has linked CiN episode
-- AND cina.cina_referral_id IS NULL -- exclude cases where an assessment plan exists
-- GROUP BY
-- i.invo_professional_team -- aggregate count of CiN episodes without plan by team
-- ),



-- -- get count of active (with NULL cine_close_date) ssd_cin_episodes
-- OpenCINEpisodes AS (
-- /*
-- count active Child in Need (CiN) episodes where close date is NULL
-- identifies episodes still ongoing
-- count is grouped by referral team
-- */
-- SELECT
-- cine.cine_referral_team, -- grp by referral team responsible for CiN episode
-- COUNT(DISTINCT cine.cine_person_id) AS OpenCINEpisodeCount -- count distinct persons with open CIN episode
-- FROM
-- ssd_cin_episodes AS cine
-- WHERE
-- cine.cine_close_date IS NULL -- only include episodes with no close date (still active)
-- GROUP BY
-- cine.cine_referral_team -- aggregate count of open CiN episodes by team
-- ),

-- -- get count of care leavers by team, only incl.those with open CIN episode
-- CareLeavers AS (
-- /*
-- count number of care leavers by team, includes only those with open CIN episode
-- filters out care leavers without an active CIN case
-- count is grouped by team assigned to care leaver
-- */
-- SELECT
-- cl.clea_care_leaver_allocated_team, -- grp by team assigned to care leaver
-- COUNT(DISTINCT cl.clea_person_id) AS CareLeaverCount -- count distinct care leavers with open CIN episode
-- FROM
-- ssd_care_leavers AS cl
-- JOIN
-- ssd_cin_episodes AS cine ON cl.clea_person_id = cine.cine_person_id
-- WHERE
-- cine.cine_close_date IS NULL -- only include care leavers with open CIN episode
-- GROUP BY
-- cl.clea_care_leaver_allocated_team -- aggregate count of care leavers by team
-- )

-- SELECT
-- dd.TeamName,
-- dd.TeamParentName,
-- COUNT(fi.invo_involvements_id) AS CaseloadCount, -- Total involvements (cases) for each team
-- COALESCE(cp.OpenCPPlanCount, 0) + -- Calculation for testCount: Sum of all other counts
-- COALESCE(cn.CiNWithoutPlanCount, 0) +
-- COALESCE(oc.OpenCINEpisodeCount, 0) +
-- COALESCE(cl.CareLeaverCount, 0) AS TestCount, -- testCount used as [TESTING] comparison against CaseloadCount
-- COALESCE(cp.OpenCPPlanCount, 0) AS OpenCPPlanCount, -- Cnt open Child Protection plans, defaults to 0 if no open plans are found
-- COALESCE(cn.CiNWithoutPlanCount, 0) AS CiNWithoutPlan, -- Cnt Child in Need episodes without a plan, defaults to 0 if none are found
-- COALESCE(oc.OpenCINEpisodeCount, 0) AS OpenCINEpisodeCount, -- Cnt unique open CIN episodes by team
-- COALESCE(cl.CareLeaverCount, 0) AS CareLeaverCount -- Cnt care leavers by team
-- FROM
-- FilteredInvolvements AS fi
-- LEFT JOIN
-- DepartmentDetails AS dd ON fi.invo_professional_team = dd.dept_team_id
-- LEFT JOIN
-- OpenCPPlans AS cp ON fi.invo_professional_team = cp.invo_professional_team
-- LEFT JOIN
-- CiNWithoutPlans AS cn ON fi.invo_professional_team = cn.invo_professional_team
-- LEFT JOIN
-- OpenCINEpisodes AS oc ON dd.dept_team_id = oc.cine_referral_team -- Join to get open CIN episodes count by team
-- LEFT JOIN
-- CareLeavers AS cl ON dd.dept_team_id = cl.clea_care_leaver_allocated_team -- Join to get care leaver count by team

-- GROUP BY
-- dd.TeamName,
-- dd.TeamParentName,
-- cp.OpenCPPlanCount,
-- cn.CiNWithoutPlanCount,
-- oc.OpenCINEpisodeCount,
-- cl.CareLeaverCount
-- HAVING
-- -- only list teams with relevant caseloads
-- COALESCE(cp.OpenCPPlanCount, 0) > 0 OR -- Include teams with at least one open CP plan
-- COALESCE(cn.CiNWithoutPlanCount, 0) > 0 OR -- Or include teams with at least one CiN episode without a plan
-- COALESCE(oc.OpenCINEpisodeCount, 0) > 0 OR -- Or include teams with at least one open CIN episode
-- COALESCE(cl.CareLeaverCount, 0) > 0 -- Or include teams with at least one care leaver
-- ORDER BY
-- CaseloadCount DESC;

--- end of previous version BAK



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