Merged PR 5242: Adds new model in intermediate for new dash deal onboarding
# Description Adds new model in intermediate for new dash deal onboarding. Adds additional fields in new dash tables for services completion at program level. # Checklist - [X] The edited models and dependants run properly with production data. - [X] The edited models are sufficiently documented. - [X] The edited models contain PK tests, and I've ran and passed them. - [ ] I have checked for DRY opportunities with other models and docs. - [ ] I've picked the right materialization for the affected models. # Other - [ ] Check if a full-refresh is required after this PR is merged. Related work items: #30249
This commit is contained in:
Oriol Roqué Paniagua
parent
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commit
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6 changed files with 606 additions and 3 deletions
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@ -3695,3 +3695,239 @@ models:
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description: |
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Flag indicating if the growth score is overridden to -1 due to
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cancellation in the same month.
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- name: int_new_dash_deal_onboarding
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description: |
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A dedicated model to track the onboarding stages of new accounts (deals)
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in New Dash.
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This excludes any deal that has been migrated from Old Dash, so it just
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contains "new business".
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columns:
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- name: id_deal
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data_type: text
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description: |
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Unique identifier of an account.
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data_tests:
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- not_null
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- unique
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- name: deal_name
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data_type: text
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description: |
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Name of the deal according to HubSpot.
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- name: onboarding_owner
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data_type: text
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description: |
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Name of the person that is in charge of onboarding this account.
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- name: account_manager
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data_type: text
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description: |
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Account manager in charge of the account.
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- name: platform_company_name
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data_type: text
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description: |
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Name of the company in Truvi's backend.
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- name: count_platform_accounts
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data_type: integer
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description: |
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Amount of Backend accounts (users) linked to this Deal.
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- name: count_programs_at_deal_level
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data_type: integer
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description: |
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Total amount of programs that this account has. These might not
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necessarily be applied to a Listing.
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- name: count_listings
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data_type: integer
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description: |
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Total count of Listings from this account.
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- name: count_active_listings
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data_type: integer
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description: |
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Count of Listings that are currently active, meaning, that have not
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been deactivated.
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- name: count_listings_with_upgraded_programs
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data_type: integer
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description: |
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Count of Listings that have had a program applied that contains at least
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one service different to Basic Screening.
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- name: count_active_listings_with_active_upgraded_programs
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data_type: integer
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description: |
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Count of Listings that are currently active and that currently have an
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active upgraded program, meaning, that contains at least one service
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different to Basic Screening.
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- name: count_bookings
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data_type: integer
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description: |
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Total count of Bookings generated from this account.
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- name: count_bookings_with_paid_service
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data_type: integer
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description: |
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Count of Bookings that have at least one paid service.
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- name: count_upgraded_programs_at_deal_level
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data_type: integer
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description: |
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Count of programs that this account has that contain, at least, one
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service different to Basic Screening. These might not necessarily
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be applied to a Listing.
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- name: count_upgraded_programs_at_listing_level
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data_type: integer
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description: |
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Count of programs that contain at least one service different to
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Basic Screening that have been applied to a Listing.
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- name: count_active_upgraded_programs_at_active_listing_level
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data_type: integer
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description: |
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Count of programs that contain at least one service different to
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Basic Screening that are currently active and applied to an
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active Listing.
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- name: contract_signed_date_utc
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data_type: date
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description: |
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Date in which the contract was signed according to HubSpot.
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- name: live_date_utc
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data_type: date
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description: |
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Date in which the Deal went live according to HubSpot.
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- name: cancellation_date_utc
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data_type: date
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description: |
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Date in which the Deal was cancelled according to HubSpot.
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- name: backend_account_creation_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the account was created in the backend.
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- name: first_listing_created_at_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the first listing was created in the backend.
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- name: first_booking_created_at_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the first booking was created in the backend.
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- name: first_program_created_at_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the first program was created at account level
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in the backend.
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- name: first_upgraded_program_created_at_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the first program was applied to a listing
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for this account, in the backend.
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- name: first_upgraded_program_applied_to_listing_at_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the first upgraded program was applied to a listing
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for this account, in the backend.
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- name: first_booking_with_paid_services_created_at_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the first booking that contained paid services
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was created for this account, in the backend.
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- name: first_invoice_at_utc
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data_type: timestamp without timezone
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description: |
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Timestamp in which the first invoice happened for this account in Xero.
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- name: expressed_service_interest
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data_type: text
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description: |
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List of services that during onboarding generated interest
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to the client.
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- name: services_in_programs_at_deal_level
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data_type: text
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description: |
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List of all distinct services that appear in programs at
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deal level, separated by "|" and ordered alphabetically.
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- name: services_in_programs_applied_to_listings
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data_type: text
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description: |
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List of all distinct services that are applied in all listings
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for this account, separated by "|" and ordered alphabetically.
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- name: has_churned
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data_type: boolean
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description: |
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True if the account has a cancellation date in HubSpot,
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False otherwise.
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- name: has_listings
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data_type: boolean
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description: |
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True if the account has at least one listing appearing in
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the backend, False otherwise.
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- name: has_active_listings
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data_type: boolean
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description: |
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True if the account has at least one listing that is currently
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active in the backend, False otherwise.
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- name: has_bookings
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data_type: boolean
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description: |
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True if the account has at least one booking appearing in
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the backend, False otherwise.
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- name: has_been_invoiced
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data_type: boolean
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description: |
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True if the account has at least one invoice appearing in
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Xero, False otherwise.
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- name: are_all_bookings_free
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data_type: boolean
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description: |
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True if the account has bookings but all of them are free,
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meaning, there's not a single service being paid.
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- name: is_account_no_longer_generating_paid_bookings
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data_type: boolean
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description: |
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True if the account has had in the past paid bookings but
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at the moment there's not a single listing that contains
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an active upgraded program.
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Encouraged to be used alongside a filter to determine if
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the account has churned or not.
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- name: has_account_changed_services_applied_in_listings
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data_type: boolean
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description: |
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True if the active services in programs applied to listings
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is different than the services that were historically applied.
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By nature, this always means that at least one service was
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being applied before that is no longer being applied. This can
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indicate a real decrease in services applied that could be linked to
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a potential revenue loss (decrease in booking fees),
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although it's also possible that the account has changed from a
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certain low-level tier to a higher-level one (ex: from Basic
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Protection to Protection Pro).
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