Add OMB 2024 standardized race_ethnicity to core.patient (#1282)

macros/core/standardize_race_ethnicity.sql

@@ -0,0 +1,52 @@
+{% macro standardize_race_ethnicity(race_column, ethnicity_column) -%}
+{#
+    Derives a single standardized race/ethnicity category aligned with the
+    2024 OMB SPD 15 (Statistical Policy Directive No. 15) minimum categories:
+
+        - American Indian or Alaska Native
+        - Asian
+        - Black or African American
+        - Hispanic or Latino
+        - Middle Eastern or North African
+        - Native Hawaiian or Pacific Islander
+        - White
+
+    Tuva stores race and ethnicity as separate fields, so this macro collapses
+    them into one standardized category using a Hispanic-ethnicity-first
+    convention: when ethnicity indicates Hispanic or Latino the category is
+    'Hispanic or Latino', otherwise the mapped race category is used. This is a
+    pragmatic single-column rollup; the OMB 2024 standard itself favors a
+    combined multi-select question where a person can report more than one
+    category.
+
+    Values that cannot be classified into an OMB minimum category (other race,
+    asked but unknown, unknown, or missing) are returned as null.
+
+    Middle Eastern or North African is a new OMB 2024 minimum category that does
+    not exist in the legacy Tuva race terminology, so it is only produced when a
+    source explicitly supplies it. Existing race and ethnicity columns are left
+    unchanged; this derivation is purely additive.
+
+    Arguments:
+        race_column: name/expression of the race column (Tuva race description).
+        ethnicity_column: name/expression of the ethnicity column.
+#}
+case
+    when lower(trim(cast({{ ethnicity_column }} as {{ dbt.type_string() }}))) like 'hispanic%'
+      or lower(trim(cast({{ ethnicity_column }} as {{ dbt.type_string() }}))) = 'latino'
+        then 'Hispanic or Latino'
+    when lower(trim(cast({{ race_column }} as {{ dbt.type_string() }}))) = 'white'
+        then 'White'
+    when lower(trim(cast({{ race_column }} as {{ dbt.type_string() }}))) = 'black or african american'
+        then 'Black or African American'
+    when lower(trim(cast({{ race_column }} as {{ dbt.type_string() }}))) = 'asian'
+        then 'Asian'
+    when lower(trim(cast({{ race_column }} as {{ dbt.type_string() }}))) = 'american indian or alaska native'
+        then 'American Indian or Alaska Native'
+    when lower(trim(cast({{ race_column }} as {{ dbt.type_string() }}))) in ('native hawaiian or other pacific islander', 'native hawaiian or pacific islander')
+        then 'Native Hawaiian or Pacific Islander'
+    when lower(trim(cast({{ race_column }} as {{ dbt.type_string() }}))) in ('middle eastern or north african', 'mena')
+        then 'Middle Eastern or North African'
+    else null
+end
+{%- endmacro %}

models/core/core_models.yml

@@ -2811,6 +2811,23 @@ models:
           meta:
             terminology: https://thetuvaproject.com/terminology/ethnicity
             data_type: varchar
+      - name: race_ethnicity
+        description: >-
+          Single standardized race/ethnicity category aligned with the 2024 OMB
+          SPD 15 minimum categories (American Indian or Alaska Native, Asian,
+          Black or African American, Hispanic or Latino, Middle Eastern or North
+          African, Native Hawaiian or Pacific Islander, White). Derived from the
+          race and ethnicity columns using a Hispanic-ethnicity-first
+          convention: when ethnicity is Hispanic or Latino the category is
+          Hispanic or Latino, otherwise the mapped race category is used. Values
+          that cannot be classified into an OMB minimum category (other race,
+          asked but unknown, unknown, or missing) are null. Middle Eastern or
+          North African is not present in the legacy race terminology, so it only
+          appears when a source explicitly supplies it. The original race and
+          ethnicity columns are unchanged.
+        config:
+          meta:
+            data_type: varchar
       - name: age
         description: Patient age calculated from birth_date and tuva_last_run.
         config:

models/core/final/core__patient.sql

@@ -47,6 +47,7 @@ cast(
     , phone
     , email
     , ethnicity
+    , {{ standardize_race_ethnicity('race', 'ethnicity') }} as race_ethnicity
 {%- endset -%}
 
 {%- set final_metadata_columns -%}