Update claim 2024 deemed date validation rules

Some of the deemed data validation rules are not yet well enough defined to include in the 2024 claim specification and are being postponed to the 2025 claim specification. The rules being postponed are:

Claim.InstallationDate is within the year of Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is empty and Measure.PrgID does not start with 'SW_HVAC' and Measure.PrgID does not equal ‘SW_PLA’. 

Claim.ShipmentDate is required when Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals true.

Claim.SalesDate is required when Measure.DeliveryType equals 'UpDeemed' and Measure.Upstream_Flag equals false.

Claim.ComplianceCertDate is required when Measure.MeasImpactType equals ‘Deem-WP-NC-AE'.

Claim.PermitIssuanceDate is within the year of Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is populated.

With the postponement of those rules, some of the other date rules require updated conditional logic to correctly identify the subset of data that has the rule applied. The updated rules are:

Shipment Date

Claim.ShipmentDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType 

when

Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals true 
and Claim.ShipmentDate is not empty 

Sales Date

Claim.SalesDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType 

when

Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals false 
and Claim.SalesDate is not empty 

Permit Date

Claim.PermitIssuanceDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType 

when

Measure.DeliveryType starts with ‘DnDeem’ 
and Claim.PermitIssuanceDate is not empty 

Compliance Cert Date

Claim.ComplianceCertDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType 

when

Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is not empty 
and Claim.ComplianceCertDate is on or before Claim.ApplicationDate.

Installation Date

Claim.InstallationDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType 

when

Measure.DeliveryType equals ‘DnDeemDI’ 
and Claim.PermitIssuanceDate is empty 
and Claim.InstallationDate is on or before Claim.ApplicationDate.

Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is empty 
and Claim.InstallationDate is on or before Claim.ApplicationDate.

Application Date

Claim.ApplicationDate is within the start and end dates of all the values supplied of Claim.BldgHVAC, Claim.DEER_MeasureID, Claim.MeasDetailID, Measure.BldgType, Measure.EUL_ID, Measure.MeasImpactType, Measure.NTG_ID, Measure.TechGroup and Measure.TechType 

when

Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals true 
and Claim.ShipmentDate is empty 

Measure.DeliveryType equals ‘UpDeemed’ 
and Claim.UpstreamFlag equals false 
and Claim.SalesDate is empty 

Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is not empty 
and Claim.ApplicationDate is before Claim.ComplianceCertDate

Measure.DeliveryType equals ‘DnDeemed’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ComplianceCertDate is empty
and Claim.ApplicationDate is before Claim.InstallationDate

Measure.DeliveryType equals ‘DnDeemDI’ 
and Claim.PermitIssuanceDate is empty 
and Claim.ApplicationDate is before Claim.InstallationDate