Forecasted Grants

[ClaireValdivia]

Why is this issue important?

Partner request and key area where grant finder returns less results than grants.gov as we don't include Forecasted grants in results. This is important to partners because it can take a lot of time to build a team to apply for a grant and pull the application together, so having as much lead time as possible increases the chances of an applicant being able to apply and secure the grant.

Current State

No forecasted grants are ingested to grant finder and therefore are not included in search

Expected State

Issue 330 exists for ingest

Figma designs

Search Drawer

• When creating a new search or editing an existing search, the field "Opportunity Status" should show an additional option for "Forecasted" that displays to the left of "Posted"
• For any new search, Forecasted should be defaulted to be checked

Results Table - General

• On the results table that shows on My Grants and Browse Grants tabs, in the "Status" column, "Forecasted" should appear for any grants with that status
• Other statuses should be updated so the first letter is capitalized for consistency (i.e. Closed, Archived, Posted, Forecasted)
• When you click "Export to CSV" from the grants table, in column E of the file, the relevant Opportunity status should display (i.e. Closed, Archived, Posted, Forecasted)
• estimated close dates should sort in with regular dates. so est. 5/5/25 would be next to est 5/5/25
• "see details" should sort above not yet posted but below all dates
• "all grants" view of results table should display posted + forecasted (not closed or archived)
• default sort of results table should display chronologically by created date with the most recently created displaying first (I'm not sure the field name for this as it's not a field that displays on grants.gov or grant finder currently)

Results Table - Open Date and Close Date
Note that this includes changes to more than the forecasted open/close dates, but we want to make the changes together to be consistent.

• If opp status = forecasted, then display the Estimated Post Date in the "Open Date" column. Anytime this field is updated in grants.gov, we should expect to see the change reflected in Grant Finder.
• If opp status = forecasted, and Estimated Application Due Date has a date entered in grants.gov, then display "est." and the date from Estimated Application Due Date field in the Close Date column of the results table (i.e. "est. 12/20/2023")
• If opp status = forecasted and Estimated Application Due Date is blank in grants.gov - then display "Not yet issued" in the Close Date column
• if opp status = Forecasted, and Estimated Application Due Date is anything other than a date or blank in grants.gov, display: "see details" in the Close Date column. "See details" should display like a link (blue text, underline on hover). Clicking the link (or anywhere in the whole row) should bring the user to the grant details page.
• When the opp status changes from Forecasted to Posted, the Posted Date should display in the "Open Date" column with the current value for that field, and the Close Date should display according to the rules below for posted grants
• If close date is blank AND opp status = posted - then display "Not yet issued" in the Close Date column
• if opp status = Posted, Archived, or Closed, and Close Date is anything other than a date or blank, display: "see details" in the Close Date column. "See details" should display like a link (blue text, underline on hover). Clicking the link (or anywhere in the whole row) should bring the user to the grant details page.

Grant Details Page
For any forecasted grants:

• The "Opportunity Status" field should display "Forecasted" for any forecasted grants
• Estimated Post Date should display in the "Open Date" field (i.e. "est. Jul 6, 2024")
• If Estimated Application Due Date has a date entered in grants.gov, then display "est. [date]" in the Close Date field (i.e. est. Sep 20, 2025)
• if Estimated Application Due Date is blank in grants.gov, display "Not yet issued" in the Close Date field
• If Estimated Application Due Date is anything other than a date or blank in grants.gov, display the full content of the field with text wrapping in the Close Date field
• When a grant changes from Forecasted to Posted, the Open Date field should display the Posted Date from grants.gov, and the Close Date field should display the Close Date from grants.gov

Implementation Plan

Currently WIP

Search Drawer:
SearchPanel.vue -> add forecasted option to opportunityStatusOptions
SearchPanel.vue -> defaultCriteria -> add forecasted option to opportunityStatuses

Results Table - General:
grants.js -> criteria.opportunityStatuses = ['forecasted', 'posted'];
GrantsTable.vue → formattedGrants -> status: titleize(grant.opportunity_status)

Relevant Code Snippets

No response

[ClaireValdivia]

@caitlinwinner fyi that I scheduled a meeting next week to discuss this one with me, you, and Pari, but flagging for you here as well in case you have initial thoughts on the open questions listed above

[ClaireValdivia]

Next step on this issue is to add design mock-ups and update requirements on the issue accordingly

[caitlinwinner]

Designs : https://www.figma.com/file/N1wuvwvciNhdKZNSdomTqn/Forecasted?type=design&node-id=0%3A1&mode=design&t=XfCrk3DmM98qakJR-1

[ClaireValdivia]

acceptance criteria needs to be fleshed out and compared with #2066

[ClaireValdivia]

@TylerHendrickson this one is ready for implementation details!

[ClaireValdivia]

FYI @caitlinwinner some outstanding questions/adjustments needed for the designs and requirements:

• should estimated close dates (i.e. "est. 4/4/2028") sort in the table columns the same as it would if it were not an estimated date? I'm thinking yes but wanted to double check
• When you sort the close date, should "see details" always display at the bottom after grants with "Not Yet Posted"
• Need to update designs with new grant details page and confirm that we haven't overlooked any fields that are different for forecasted grants.

[caitlinwinner]

• estimated close dates should sort in with regular dates. so est. 5/5/25 would be next to est 5/5/25
• see details should sort above not yet posted but below all dates
• designs updated at the same link above

[masimons]

@ClaireValdivia regarding "For any new search, Forecasted should be defaulted to be checked" -> does this mean that we still only want to show posted grants on initial page load? We don't want to show forecasted grants when the table is first loaded, is this correct?

[ClaireValdivia]

@masimons good catch! i think it would make sense to have both posted and forecasted show for "all grants", but curious for thoughts on if this would impact the load time of the page significantly if there are more total grants to load?

[masimons]

@ClaireValdivia Since we are paginating, the load time should be the same as it is now per page. There will just be more pages to click through, as there will be more grants. But as far as I can tell, there is currently a max of 50 records retrieved for the grants table per page.

That being said, if we run into performance issues for whatever reason, we can def cross that bridge and choose to only show posted grants.

[ClaireValdivia]

awesome thank you! I'll adjust the requirements to reflect:

• all grants should display posted + forecasted
• default sort should be to display chronologically by created date with the most recently created displaying first

[masimons]

@ClaireValdivia regarding "If opp status = forecasted and Estimated Application Due Date is blank in grants.gov - then display "Not yet issued" in the Close Date column" - shall we display "Not yet issued" for any grant that has a blank posted date, not just forecasted grants? Or do we actively prefer for posted grants without a close date to not display anything? (I imagine that the happy path for posted grants is that they always have a non-blank close date, but just trying to consider consistency for the edge cases)

[ClaireValdivia]

@masimons ah, I think it's addressed in a different bullet in that section: "If close date is blank AND opp status = posted - then display "Not yet issued" in the Close Date column" - does that address your question?

[masimons]

@ClaireValdivia yes! sorry - thanks for the quick response. I have a color-coded google doc to keep track of these specs, and I miscolored it!

[masimons]

#3346

Regarding "if opp status = Posted, Archived, or Closed, and Close Date is anything other than a date or blank, display: "see details" in the Close Date column" - from what I'm seeing, close_date in the database is a date type, which would mean that the close date would never be anything other than a date or blank. Is there an example of a grant we have on prod where we are seeing the close date as something other than blank or a date?

I did notice a field close_date_explanation on the grants table - would it make sense to display "See details" if:

• the close_date is blank, and
• close_date_explanation is not blank?

[ClaireValdivia]

@masimons Hmm this may be a case of me not knowing where things pull from in the table currently. This is an example of a grant where the close date is not a date: https://staging.grants.usdr.dev/grants/103313 -- is the text in the close date field pulling from close_date_explanation?

[masimons]

Hey @ClaireValdivia ! It looks like right now, on the grant details page, we are showing the close_date_explanation when we don't have a date - and if we also don't have any text for close_date_explanation, we show the default text "Not available".

Would we want to mirror this logic for the forecasted grants as well, on the grants detail page?

Separately though, for the grants table, I'm not seeing any logic around displaying alternate text (like "See details") if there's no close date (I believe this is because we force a display date - 1/1/2100). So, regarding forecasted grants that don't have a close date, would we want to show "See details" if that grant has a non-blank close_date_explanation? And if the forecasted grant has both a blank close date and a blank close_date_explanation, shall we display "Not yet issued"? This text would show up in the grants table, under the Close Date column, to be clear.

[ClaireValdivia]

@masimons Again thank you so much for catching these inconsistencies!! Part of the goal of this update is to be doing away with the forced display of "1/1/2100".

Let's move forward with "Not Available" displaying on both the grant table and grant details page in any scenario where there is not a date or an explanation provided (i.e. regardless of opp status)

Grants Table

• If opp status = Posted, Closed, or Archived and close date and close date explanation are both blank, display "Not Available" for close date in the table
• if opp status = forecasted and Estimated Application Due Date is blank in grants.gov, and there is no explanation provided (I'm not sure if the field name here), display "Not Available" for close date in the table

Grant Details Page

• If opp status = Posted, Closed, or Archived and close date and close date explanation are both blank, display "Not Available" for the Close Date field
• if opp status = forecasted and Estimated Application Due Date is blank in grants.gov, and there is no explanation provided (I'm not sure if the field name here), display "Not Available" for the close date

[masimons]

@ClaireValdivia Thank you for talking this through with me!

Ok, that all sounds great. And, just to make sure I also understand what to do in the case that there is a blank close date/estimated application due date, but a non-blank close date explanation, shall I display "See details" under the Close Date column of the table? Regardless of opp status?

(In the grant details page, I will just display the full text of the close date explanation)

[ClaireValdivia]

Yes, that is correct, @masimons!