# Description
Context: I'm intending to work on Account Managers reporting, that mostly will include reporting at Deal level the Resolutions Payouts as well as the new Retained metrics. While checking the great increase on Resolutions Payouts for October 2024:
I decided to take a quick look into the main players... and surprise surprise we have Guesty:
So Guesty represents 37k over the 73K of October. 50%. Not bad.
The main issue is that we've been aware for months now (since Churn efforts, mostly) that we're not reporting in KPIs those deals that are NOT created in Core. Most notably, API deals which includes... well, Guesty. So creating this kind of in-depth Account Managers improvement without reporting Guesty I think it would be very misleading. Note that the overall figures (Global dimension) are still accurate, though.
What's new:
* A new model named `int_kpis__dimension_deals` that basically retrieves Deals from both Core (as before) and Hubspot. It combines information from both and mostly assumes Hubspot as a better source of information than Core - although we do not have the Main Billing Country there afaik.
* Propagates changes, mostly in the monthly by deal view of Main KPIs. Here I confirm that now Guesty appears, and it only has metrics that come from Xero (APIs Revenue, Total Revenue, Resolutions, etc)
# 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: #25829
# Description
The model `stg_core__superhog_user` contained the fields `created_date_utc` and `updated_date_utc`, which were actually timestamps, not dates. This created issues a while ago in KPIs that were fixed by forcing a date conversion at `int_kpis` level, but the source issue remained unfixed.
This PR just creates the proper fields in staging, meaning:
* `created_at_utc` and `created_date_utc`
* `updated_at_utc` and `updated_date_utc`
And propagates the changes through all dependencies. On KPIs, it also removes the hardcoded date conversion since it's no longer needed. It also adds the different schema entries on which these fields were already defined. Note I didn't update the staging entry since there's no entry for the rest of the fields.
I recommend checking this PR in the commits order.
What I've tested:
* Unified User and User Host have plenty of dependencies that I've checked one by one, at each dependency layer by using dbt docs.
* Run `core__unified_user` and the full execution of +`mtd_aggregated_metrics`
What clearly will fail:
* There's the famous `Users_dashboard` PBI report that shouldn't exist that has a dependency with `core__unified_user`. This report will fail. But it does not exist. I'd like to drop it once and forever
# Checklist
- [X] The edited models and dependants run properly with production data. **See above**
- [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
- [X] Check if a full-refresh is required after this PR is merged. **The staging model is incremental!**
Related work items: #23703
# Description
Adds `is_end_of_month_or_yesterday` for Main KPIs.
Apparently, the fact that we do not show the ongoing value of the month on some tabs of Main KPIs is the main blocker for Ben C to consistently use Main KPIs, which he actually retrieves from the SH legacy reporting. Since I'm sceptical about the data shown there, I want to remove this blocker.
It will require a small PR on PBI as well.
# 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.
- [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: #25342
# Description
New model:
* int_kpis__agg_dates_main_kpis - Serves as the skeleton of dates and dimensions for Main KPIs. It's aggregated since it follows a similar aggregation strategy. It's a single model to feed both Main KPIs visualisations. Note boolean fields are real booleans (true/false) while before these were integers (1/0). This also affects downstream models.
Main KPIs flow adaptations to new skeleton model:
* int_monthly_aggregated_metrics_history_by_deal
* int_monthly_churn_metrics - additionally, calls usual KPIs macro instead of old one
* int_mtd_vs_previous_year_metrics
Reporting changes to ensure report is not down:
* mtd_aggregated_metrics - adaptations on booleans (true-1, false-0)
Cleaning:
* get_kpi_dimensions macro is no longer used
* int_dates_by_deal model and schema entry
* int_dates_mtd_by_dimension model and schema entry
* int_dates_mtd model and schema entry
# 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: #23763
