Adding PMS info for Account Margin report
This commit is contained in:
Joaquin Ossa
parent
04a10cf9c5
commit
bd25b473fb
7 changed files with 225 additions and 79 deletions
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@ -85,6 +85,8 @@ select
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-- DEAL STATIC ATTRIBUTES --
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ikdd.id_deal,
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ikdd.main_deal_name,
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ikdd.active_pms,
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ikdd.pms,
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ikdd.main_billing_country_iso_3_per_deal,
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-- DEAL LIFECYCLE --
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@ -3,14 +3,14 @@ with
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int_monthly_aggregated_metrics_history_by_deal as (
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select * from {{ ref("int_monthly_aggregated_metrics_history_by_deal") }}
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),
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int_hubspot__deal as (
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select * from {{ ref("int_hubspot__deal") }}
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),
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int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
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metric_aggregation_all_history as (
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select
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date,
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id_deal,
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main_deal_name,
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active_pms,
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pms,
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main_billing_country_iso_3_per_deal,
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deal_lifecycle_state,
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'All History' as time_window,
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@ -41,12 +41,24 @@ with
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"total_guest_payments_in_gbp", "sum", "id_deal", "date", "", 1, True
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"total_guest_payments_in_gbp",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True,
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_operator_net_fees_in_gbp", "sum", "id_deal", "date", "", 1, True
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"xero_operator_net_fees_in_gbp",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True,
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)
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}},
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{{
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@ -60,9 +72,9 @@ with
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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"",
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1,
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True,
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)
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}},
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{{
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@ -71,20 +83,20 @@ with
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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"",
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1,
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True,
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_host_resolution_payment_count",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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"xero_host_resolution_payment_count",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True,
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)
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}},
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{{
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@ -98,9 +110,9 @@ with
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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"",
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1,
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True,
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)
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}}
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from int_monthly_aggregated_metrics_history_by_deal
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@ -110,6 +122,8 @@ with
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date,
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id_deal,
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main_deal_name,
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active_pms,
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pms,
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main_billing_country_iso_3_per_deal,
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deal_lifecycle_state,
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'Previous 12 months' as time_window,
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@ -159,7 +173,8 @@ with
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"sum",
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"id_deal",
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"date",
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12, 1
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12,
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1,
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)
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}},
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{{
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@ -168,12 +183,18 @@ with
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"sum",
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"id_deal",
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"date",
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12, 1
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12,
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1,
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_host_resolution_payment_count", "sum", "id_deal", "date", 12, 1
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"xero_host_resolution_payment_count",
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"sum",
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"id_deal",
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"date",
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12,
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1,
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)
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}},
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{{
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@ -187,7 +208,8 @@ with
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"sum",
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"id_deal",
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"date",
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12, 1
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12,
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1,
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)
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}}
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@ -198,6 +220,8 @@ with
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date,
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id_deal,
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main_deal_name,
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active_pms,
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pms,
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main_billing_country_iso_3_per_deal,
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deal_lifecycle_state,
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'Previous 6 months' as time_window,
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@ -247,7 +271,8 @@ with
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"sum",
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"id_deal",
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"date",
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6, 1
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6,
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1,
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)
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}},
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{{
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@ -256,12 +281,18 @@ with
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"sum",
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"id_deal",
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"date",
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6, 1
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6,
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1,
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_host_resolution_payment_count", "sum", "id_deal", "date", 6, 1
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"xero_host_resolution_payment_count",
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"sum",
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"id_deal",
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"date",
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6,
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1,
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)
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}},
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{{
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@ -275,7 +306,8 @@ with
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"sum",
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"id_deal",
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"date",
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6, 1
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6,
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1,
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)
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}}
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@ -286,6 +318,8 @@ with
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date,
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id_deal,
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main_deal_name,
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active_pms,
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pms,
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main_billing_country_iso_3_per_deal,
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deal_lifecycle_state,
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'Previous 3 months' as time_window,
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@ -335,7 +369,8 @@ with
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"sum",
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"id_deal",
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"date",
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3, 1
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3,
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1,
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)
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}},
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{{
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@ -344,12 +379,18 @@ with
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"sum",
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"id_deal",
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"date",
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3, 1
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3,
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1,
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_host_resolution_payment_count", "sum", "id_deal", "date", 3, 1
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"xero_host_resolution_payment_count",
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"sum",
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"id_deal",
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"date",
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3,
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1,
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)
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}},
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{{
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@ -363,7 +404,8 @@ with
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"sum",
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"id_deal",
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"date",
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3, 1
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3,
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1,
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)
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}}
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@ -374,6 +416,8 @@ with
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date,
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id_deal,
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main_deal_name,
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active_pms,
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pms,
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main_billing_country_iso_3_per_deal,
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deal_lifecycle_state,
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'Previous month' as time_window,
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@ -423,7 +467,8 @@ with
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"sum",
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"id_deal",
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"date",
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1, 1
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1,
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1,
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)
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}},
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{{
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@ -432,12 +477,18 @@ with
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"sum",
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"id_deal",
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"date",
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1, 1
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1,
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1,
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_host_resolution_payment_count", "sum", "id_deal", "date", 1, 1
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"xero_host_resolution_payment_count",
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"sum",
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"id_deal",
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"date",
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1,
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1,
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)
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}},
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{{
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@ -451,7 +502,8 @@ with
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"sum",
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"id_deal",
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"date",
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1, 1
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1,
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1,
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)
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}}
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@ -473,39 +525,49 @@ with
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select *
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from metric_aggregation_previous_1_month
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)
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select
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-- Primary key
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mabd.date,
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mabd.id_deal,
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mabd.time_window,
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-- Window attributes
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date_trunc('month', mabd.min_date)::date as metric_from_date,
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mabd.max_date as metric_to_date,
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select
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-- Primary key
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mabd.date,
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mabd.id_deal,
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mabd.time_window,
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-- Deal attributes
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mabd.main_deal_name,
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mabd.main_billing_country_iso_3_per_deal,
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mabd.deal_lifecycle_state,
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d.deal_hubspot_stage,
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d.account_manager,
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d.live_date_utc,
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d.cancellation_date_utc,
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-- Window attributes
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date_trunc('month', mabd.min_date)::date as metric_from_date,
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mabd.max_date as metric_to_date,
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-- Windowed metrics
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coalesce(mabd.sum_created_bookings,0) as created_bookings,
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coalesce(mabd.avg_listings_booked_in_month,0) as listings_booked_in_month,
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coalesce(mabd.sum_total_revenue_in_gbp,0) as total_revenue_in_gbp,
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coalesce(mabd.sum_revenue_retained_in_gbp,0) as revenue_retained_in_gbp,
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coalesce(mabd.sum_xero_waiver_paid_back_to_host_in_gbp,0) as waiver_paid_back_to_host_in_gbp,
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coalesce(mabd.sum_xero_operator_net_fees_in_gbp,0)
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+ coalesce(mabd.sum_xero_apis_net_fees_in_gbp,0) as invoiced_revenue_in_gbp,
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coalesce(mabd.sum_total_guest_payments_in_gbp,0) as guest_payments_in_gbp,
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coalesce(mabd.sum_total_guest_payments_in_gbp,0)
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+ coalesce(mabd.sum_xero_waiver_paid_back_to_host_in_gbp,0) as guest_revenue_retained_in_gbp,
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coalesce(mabd.sum_xero_host_resolution_payment_count,0) as host_resolution_payment_count,
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coalesce(mabd.sum_xero_host_resolution_amount_paid_in_gbp,0) as host_resolution_amount_paid_in_gbp,
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coalesce(mabd.sum_revenue_retained_post_resolutions_in_gbp,0)
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as revenue_retained_post_resolutions_in_gbp
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from metric_aggregation_by_deal mabd
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left join int_hubspot__deal d on mabd.id_deal = d.id_deal
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-- Deal attributes
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mabd.main_deal_name,
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mabd.active_pms,
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mabd.pms,
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mabd.main_billing_country_iso_3_per_deal,
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mabd.deal_lifecycle_state,
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d.deal_hubspot_stage,
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d.account_manager,
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d.live_date_utc,
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d.cancellation_date_utc,
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-- Windowed metrics
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coalesce(mabd.sum_created_bookings, 0) as created_bookings,
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coalesce(mabd.avg_listings_booked_in_month, 0) as listings_booked_in_month,
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coalesce(mabd.sum_total_revenue_in_gbp, 0) as total_revenue_in_gbp,
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coalesce(mabd.sum_revenue_retained_in_gbp, 0) as revenue_retained_in_gbp,
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coalesce(
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mabd.sum_xero_waiver_paid_back_to_host_in_gbp, 0
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) as waiver_paid_back_to_host_in_gbp,
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coalesce(mabd.sum_xero_operator_net_fees_in_gbp, 0)
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+ coalesce(mabd.sum_xero_apis_net_fees_in_gbp, 0) as invoiced_revenue_in_gbp,
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coalesce(mabd.sum_total_guest_payments_in_gbp, 0) as guest_payments_in_gbp,
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coalesce(mabd.sum_total_guest_payments_in_gbp, 0) + coalesce(
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mabd.sum_xero_waiver_paid_back_to_host_in_gbp, 0
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) as guest_revenue_retained_in_gbp,
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coalesce(
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mabd.sum_xero_host_resolution_payment_count, 0
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) as host_resolution_payment_count,
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coalesce(
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mabd.sum_xero_host_resolution_amount_paid_in_gbp, 0
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) as host_resolution_amount_paid_in_gbp,
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coalesce(
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mabd.sum_revenue_retained_post_resolutions_in_gbp, 0
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) as revenue_retained_post_resolutions_in_gbp
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from metric_aggregation_by_deal mabd
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left join int_hubspot__deal d on mabd.id_deal = d.id_deal
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@ -359,6 +359,19 @@ models:
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tests:
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- not_null
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- name: active_pms
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data_type: boolean
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description: |
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Does the deal have an active associated PMS.
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tests:
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- not_null
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- name: pms
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data_type: string
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description: |
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Name of the active PMS associated with the deal. It can have more than
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one PMS associated with it. It can be null doesn't have any PMS associated.
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- name: main_billing_country_iso_3_per_deal
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data_type: string
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description: |
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@ -1467,6 +1480,19 @@ models:
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tests:
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- not_null
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- name: active_pms
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data_type: boolean
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description: |
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Does the deal have an active associated PMS.
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tests:
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- not_null
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- name: pms
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data_type: string
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description: |
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Name of the active PMS associated with the deal. It can have more than
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one PMS associated with it. It can be null doesn't have any PMS associated.
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- name: main_billing_country_iso_3_per_deal
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data_type: string
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description: |
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|
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@ -12,14 +12,44 @@ with
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first_created_date_utc as deal_start_date,
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main_billing_country_iso_3_per_deal
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from {{ ref("int_core__deal") }}
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),
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integrations_per_user as (
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select
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icuh.id_deal,
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sci.id_superhog_user as id_user,
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scit.display_name as active_pms
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from {{ ref("stg_core__integration") }} sci
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left join
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{{ ref("stg_core__integration_type") }} scit
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on sci.id_integration_type = scit.id_integration_type
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left join
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{{ ref("int_core__user_host") }} icuh
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on sci.id_superhog_user = icuh.id_user_host
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where sci.is_active = true and icuh.is_missing_id_deal = false
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),
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integrations_per_deal as (
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select id_deal, string_agg(distinct active_pms, ', ') as distinct_active_pms
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from integrations_per_user
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group by id_deal
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),
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combined_deals as (
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select
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coalesce(hd.id_deal, cd.id_deal) as id_deal,
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coalesce(hd.main_deal_name, cd.main_deal_name) as main_deal_name,
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cd.main_billing_country_iso_3_per_deal,
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min(
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coalesce(hd.deal_start_date, cd.deal_start_date)
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) as effective_deal_start_date_utc
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from hubspot_deals hd
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full outer join core_deals cd on hd.id_deal = cd.id_deal
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group by 1, 2, 3
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)
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select
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coalesce(hd.id_deal, cd.id_deal) as id_deal,
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coalesce(hd.main_deal_name, cd.main_deal_name) as main_deal_name,
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cd.id_deal,
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cd.main_deal_name,
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case when ipd.distinct_active_pms is null then false else true end as active_pms,
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ipd.distinct_active_pms as pms,
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cd.main_billing_country_iso_3_per_deal,
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min(
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coalesce(hd.deal_start_date, cd.deal_start_date)
|
||||
) as effective_deal_start_date_utc
|
||||
from hubspot_deals hd
|
||||
full outer join core_deals cd on hd.id_deal = cd.id_deal
|
||||
group by 1, 2, 3
|
||||
cd.effective_deal_start_date_utc
|
||||
from combined_deals cd
|
||||
left join integrations_per_deal ipd on cd.id_deal = ipd.id_deal
|
||||
|
|
|
|||
|
|
@ -450,6 +450,17 @@ models:
|
|||
in both systems, Hubspot data will take precedence in terms of deal name.
|
||||
tests:
|
||||
- not_null
|
||||
- name: active_pms
|
||||
data_type: boolean
|
||||
description: |
|
||||
Does the deal have an active associated PMS.
|
||||
tests:
|
||||
- not_null
|
||||
- name: pms
|
||||
data_type: string
|
||||
description: |
|
||||
Name of the active PMS associated with the deal. It can have more than
|
||||
one PMS associated with it. It can be null doesn't have any PMS associated.
|
||||
- name: main_billing_country_iso_3_per_deal
|
||||
data_type: string
|
||||
description: |
|
||||
|
|
|
|||
|
|
@ -11,6 +11,8 @@ select
|
|||
metric_from_date as metric_from_date,
|
||||
metric_to_date as metric_to_date,
|
||||
main_deal_name as main_deal_name,
|
||||
active_pms as active_pms,
|
||||
pms as pms,
|
||||
main_billing_country_iso_3_per_deal as main_billing_country_iso_3_per_deal,
|
||||
deal_lifecycle_state as deal_lifecycle_state,
|
||||
deal_hubspot_stage as deal_hubspot_stage,
|
||||
|
|
|
|||
|
|
@ -1435,6 +1435,19 @@ models:
|
|||
tests:
|
||||
- not_null
|
||||
|
||||
- name: active_pms
|
||||
data_type: boolean
|
||||
description: |
|
||||
Does the deal have an active associated PMS.
|
||||
tests:
|
||||
- not_null
|
||||
|
||||
- name: pms
|
||||
data_type: string
|
||||
description: |
|
||||
Name of the active PMS associated with the deal. It can have more than
|
||||
one PMS associated with it. It can be null doesn't have any PMS associated.
|
||||
|
||||
- name: main_billing_country_iso_3_per_deal
|
||||
data_type: string
|
||||
description: |
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue