# Description
Extracts Integration Type (OSL, PMS, AutoHost, other API stuff) from Hubspot Deals.
This is needed for the categorisation of Deals in the scope of Old Dash to New Dash migration.
# 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: #28987
# Description
According to our previous conversation, modified the values for active listings and how they will be shown on the report's funnel.
_This changes will crash the report for now, I was thinking on adding a **work in progress** warning to both Overview and User Details tab in the meantime. After this the report should be soon ready_
Now we are going to have:
- **total_listings**
- **total_active_listings**
- **total_active_listings_with_active_product_bundle**
- **total_active_listings_with_active_product_bundle_with_paid_service**
Also fixed an aggregation mishap I had with the created bookings aggregated models
# 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.
Update to listing count in new dash overview
Related work items: #28640
# Description
Churn models being tagged as deprecated for next week, for information.
# Checklist
- [ ] The edited models and dependants run properly with production data.
- [ ] The edited models are sufficiently documented.
- [ ] 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.
Deprecation of Churn Models
Related work items: #28948
# Description
Decouples Churn/Account Margin model of `int_monthly_aggregated_metrics_history_by_deal_by_time_window` from the model `int_monthly_aggregated_metrics_history_by_deal`.
Changes:
* Removes dependency and reads from KPIs models.
* Removes unused deal stage variable
* Jinja template for time windows with dynamic selection to DRY
This has been tested with dbt audit tools and the md5 for pure refactoring, so output is exactly the same.
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #28947
# Description
Adds audit helper.
Removes computation of Total and Retained Revenue from cross models.
I've tested audit helper and the trick with the hashes, as discussed in the demo.
# 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. **Except for today's outlier detector!**
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #28946
# Description
Adds 4 models for Total and Retained Revenue:
* 2 Metric models on Monthly and MTD
* 2 Aggregated models on Monthly and MTD
This follows the standard for KPIs. First manual checks vs data look ok, although I'll run the proper test analysis with the dbt audit tool in the next PR when merging into the current production tables.
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #28946
# Description
Fixes Blank stuff
# Checklist
- [ ] The edited models and dependants run properly with production data.
- [ ] The edited models are sufficiently documented.
- [ ] 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.
Fix Business Targets
Related work items: #28958
# Description
Adding total_listings_with_active_product_bundle_with_paid_service which weirdly enough it was already on the schemas but not in the model.
This is the same value that's going to be displayed on the new offered services tab
# 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.
Adding total_listings_with_active_product_bundle_with_paid_service
Related work items: #28640
# Description
Daily model for Total and Retained Revenue metrics.
I opted for keeping both Total Revenue alongside of Revenue Retained and Revenue Retained Post-Resolutions within the same model.
Please, verify that you're happy with the naming of `total_and_retained_revenue`, before continuing with the usual monthly/mtd metric/aggregated models.
# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #28946
# Description
Removes incrementality in booking view to service
# Checklist
- [X] The edited models and dependants run properly with production data.
- [ ] 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
- [X] Check if a full-refresh is required after this PR is merged.
# Description
Added current deal lifecycle to new dash overview
# 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.
Added current deal lifecycle to new dash overview
Related work items: #28873
