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2 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
d475285461 Merged PR 3221: Adapted lifecycle logic for deals to include offboardings
# Description

Adapts deals lifecycle logic by including offboardings from hubspot. It mostly increases the number of churning and inactive states in decrement of active state.
I also updated documentation and added an accepted values test.

When deploying and refreshing prod, figures in main kpis will be impacted

# 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.
- [NA] I have checked for DRY opportunities with other models and docs.
- [NA] 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: #22689
2024-10-17 09:41:37 +00:00
Oriol Roqué Paniagua
004616bb79 Merged PR 3187: Move deal lifecycle related models to cross
# Description

Moves from intermediate/core to intermediate/cross the following models:
- `int_core__mtd_deal_lifecycle`
- `int_core__mtd_deal_metrics`

to their equivalents:
- `int_mtd_deal_lifecycle`
- `int_mtd_deal_metrics`

This also changes the schema entries, from core to cross, including changing the name of the model in the entry.
This also changes the dependencies, namely in `int_mtd_deal_metrics`, `int_mtd_vs_previous_year_metrics` and `int_monthly_aggregated_metrics_history_by_deal`.
This does NOT aim to alter the logic of the lifecycle in any case; it will be done in a separated PR.

Runs correctly end-to-end. We might need to drop the old models from production manually.

# 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: #22689
2024-10-16 11:56:49 +00:00
Renamed from models/intermediate/core/int_core__mtd_deal_lifecycle.sql (Browse further)