# Description
Applies the new dedicated source of truth of "is this account fake" based on Claims. This removes the previous logic.
In terms of differences, not much because:
1. New logic applied in the backend is pretty much the same as we had with a few improvements
2. This exclusion is only applied for New Dash. I checked the number of test accounts in New Dash and these are 2, the same ones in the new logic and for the old (currently in production). So no real impact.
Impact will come at the moment to start handling exclusions for KPIs, but this will done later on dedicated PRs to assess impacts properly.
# 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: #27319
# Description
This PR adds a new version to `int_core__check_in_cover_users`. The new version respectes the public interface of V1, but changes the strategy to determine which users get included in the list. Instead of relying on their account configuration (v1), v2 simply looks at whether they had any VR created offering CIH in the past 30 days.
This approach changes the semantic of the model, but we deem the new one reasonable.
The motivation behind this change is to ensure this models (1) keeps working after the activation of the Guest Products FF and (2) stays simple. Trying to follow a strategy where we look at both old and new configs was deemed very complex and didn't add much value.
# 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: #30165
# Description
It doesn't look like the multi-user cases per deal are going to be fixed any time soon.
Also, this test was only covering it for newly onboarded deals, while we have more cases for migrated deals that this test was not covering.
# Checklist
- [X] dbt compiles
Related work items: #30479
# Description
Adds a field that helps categorize whether we owe money to an account or they owe money to Truvi.
Outstanding Resolutions or Outstanding Invoices
The idea is to include this field as a filter in the Invoicing & Crediting report to help Finance and Resolutions in the payment and approval process.
# 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.
Outstanding Payments
Related work items: #30204
# Description
This PR moves the categorisation of Bookings with Incidents from the flagging specific model to Booking Summary, effectively keeping this at Booking ID level.
This also handles the direct dependency with the flagging categorisation model.
I also improved the documentation and test coverage on the Booking Summary as it's becoming more and more central to many areas.
# 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: #30676
# Description
This PR prepares the existing `int_core__vr_check_in_cover` model for the activation of the Guest Products feature flag.
It creates a second logic path which identifies VRs that have CIH in them ~~through product bundles~~ through looking at `stg_core__verification_request_to_guest_product `, and unions it with the old stuff.
The new CTE only gets called after the FF gets activated. This is defined in a var that we will need to adjust depending on when do we really activate the FF.
Note that these items are still pending:
- update the var to the right value once Lawrence pulls the trigger.
- clarify what the hell happens with CIH being "pushed" or not to ALL old dash hosts. This PR currently assumes this will NOT happen. If it will happen, we will need to change things.
# 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: #30165
# Description
This PR does the following:
* Moves `core/int_core__booking_summary` to `cross/int_core__booking_summary`
* Renames the model `cross/int_core__booking_summary` to `cross/int_booking_summary`
* Same for schema entry. In the new schema, I just added in the description how to retrieve exclusively New Dash Bookings for usability purposes.
Then, it adapts any dependency on `int_core__booking_summary` to `int_booking_summary`
No additional changes - inclusion of Resolution Incidents data will come later in a different PR.
# 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: #30676
# Description
Reporting version of Stay Disrupt Conversion Funnel. It's just a copy from the intermediate model.
# 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: #30277
# Description
Adds the month equivalent for creation, check in and check out dates for Booking Summary, for reporting purposes
# 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: #30609
# Description
First version of Stay Disrupt conversion funnel. It's a simple monthly compute of:
Active accounts -> Accounts that offered SD in GJ started in month -> Accounts that have had payments paid of SD in month
Total Guest Journeys Started -> GJ that offered SD in month-> Payments paid of SD in month
Some details:
* It also includes CIH, and data starts on 1st Jan 2025. This is to create report. This needs to be changed once the report is created.
* Note that Accounts that offered SD in GJ started in month and GJ that offered SD in month is equal to 0 as no data flows through the new flow. The rest has data.
* I consider all users, not only New Dash, knowing that I don't know if someone knows which users will have a certain Guest Product enabled.
Model is "agnostic" to the GP if we want, though the name still aims to be only for SD.
# 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. **View to start with**
# Other
- [ ] Check if a full-refresh is required after this PR is merged.
Related work items: #30277
# Description
Creates a new metric: Confident Stay Revenue.
This includes:
* Setting the computation in `int_mtd_vs_previous_year_metrics`
* Configuring the metric behavior in `int_mtd_aggregated_metrics`. It follows the same as CIH.
* Adding the metric in the completion test. I didn't add it in the outlier test in purpose as any new value would trigger the outlier since there's no history to compare against.
Few notes:
* I confirm it displays no value, as the product has not been launched.
* Note that the inclusion of Confident Stay in Guest Revenue was already handled in the previous PR.
Next steps to complete the ticket:
* Add in the Data Glossary of Main KPIs the definition of Confident Stay Revenue
* Add in the Data Glossary of Account Performance the definition of Confident Stay Revenue
# 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.
- [N/A] I have checked for DRY opportunities with other models and docs.
- [N/A] 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: #30278
# Description
Propagates Stay Disrupt Guest Product in KPIs flow, within Guest Payments. This is done by:
* Adding a new measure on `stay_disrupt_fees_in_gbp` in the daily model `int_kpis__metric_daily_guest_payments`
* Adding stay_disrupt_fees_in_gbp in the `total_guest_payments_in_gbp` measure in the daily model `int_kpis__metric_daily_guest_payments`
Afterwards this gets propagated downstream. No changes in the `total_guest_payments_in_gbp` measure in following models. However, a new measure for `stay_disrupt_fees_in_gbp` is created in the 4 Guest Payments related models of:
* `int_kpis__metric_monthly_guest_payments`
* `int_kpis__agg_monthly_guest_payments`
* `int_kpis__metric_mtd_guest_payments`
* `int_kpis__agg_mtd_guest_payments`
Note that this also affects the schema entry of KPIs for both description and completion tests, in the case of aggregation models.
Considering the almost non-existent usage of Guest KPIs report, I will not bother propagating Confident Stay in Product Guest KPIs, nor the report itself:
However, total Guest Revenue would include Confident Stay in Guest KPIs as well.
Next steps, in a separated PR:
* Propagation of new measure `stay_disrupt_fees_in_gbp` so it's available in Main KPIs.
# 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: #30278
# Description
Drop Monthly Growth Score By Deal legacy models in Intermediate and Reporting.
This includes schema entries.
These models were already identified as to be deprecated on the 23rd May 2025, so, today.
# Checklist
- [X] Project compiles, no additional warning is raised.
Related work items: #29826
# Description
First version in staging of stg_core__user_product_bundle_to_guest_product.
This table informs which Guest Products are enabled for a given New Dash bundle (or program).
Be aware that for these to be effective, the bundle needs to be applied and active to an active listing that generates bookings.
# 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: #30165
# Description
Adds exposures for New Dash Onboarding report
# Checklist
- [X] dbt Compiles **Though I get the expected warnings due to the v1/v2 on Guest Product Payments and the deprecation of the old Account Growth report**
Related work items: #30249
# Description
Adds contract signed month + not null test
# 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
# Description
Reporting version of New Dash Onboarding
It also adds a missing description of a field.
It also adapts the logic for Hubspot Onboarding Owner, after a discussion with Alex. It still does not cover 100% of the cases but he's investigating the rest.
# 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
# Description
Improvements on onboarding data:
* Hubspot services that clients expressed their interest in are now sorted alphabetically. This is needed for:
* A new boolean to compare current active services applied in listings vs. services that captured the interest of the client on onboarding. This can help identify clients that we might need to follow up to ensure all programs are created and applied.
# 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
# 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
# Description
Brings additional info from Hubspot Deals regarding onboarding process
# 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
# Description
Removes 2 fields that no longer exist in the backend. Needed to do since I need to bring another table to sync_core.
No PBI dependencies found.
Fields are:
* flag_as_problem in SH User
* autonavigate in VerificationSet
# 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.
Related work items: #30229
# Description
Fixes Billable Services categorisation. We were not handling Guest Agreement exclusion. I just changed so instead of including services as billable by default, it's the other way around.
# 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.
# Description
After a discussion with Nathan, the invoicing cycle has again been reduced by quite a few days.
We agreed to move the cap from 20th to 12th of the following month.
# 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: #30147
# Description
Integrates Guest Product Payments coming from the new flow of Guest Products.
This also removes few fields that will not be used or that do not make sense for GP specifically.
# 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: #30110
# Description
Guest Journey Payments to reporting. This aims to substitute core__verification_payments_v2, which is in use in the report of Guest Payments within Business Overview.
In order to avoid re-doing PBI work, I already set id_guest_product_payment as text for future usage. Similarly, superhog fees are called truvi fees.
# 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: #30024
# Description
Switches all models that still use int_core__verification_payments, except for the equivalent in reporting that needs a parallel GJ Payments to do a proper refactor.
# 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: #30024
