# Description
Creates a new model for reporting. It includes any relevant metric at Deal level in a similar format as we do for `mtd_aggregated_metrics`. Additionally, there's few Deal attributes - from Hubspot, segmentations, lifecycles, etc.
In order to dynamically choose which metrics are relevant on a Deal level, I modified the configuration in `int_mtd_aggregated_metrics` so the extraction is under control.
# 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. **Worth discussing the possibilities to include indexes in the future**
# Other
- [ ] Check if a full-refresh is required after this PR is merged.
Related work items: #28998
# Description
To be able to compute By Deal KPIs similarly as we do for Main KPIs we need to propagate the "By Deal" dimension first in intermediate. This does not impact reporting since there's a macro that already cuts the dimensions to be displayed, but I modified the name so it's clearer.
Changes:
* In `int_mtd_vs_previous_year_metrics`, I added a new `dimension_list`. This is applied to all initial CTEs that filter by dimension. Note that I added here the `by_deal` dimension.
* Modified the name of `get_kpi_dimensions_for_production` to `get_main_kpis_dimensions_for_production`. Now it's more explicit that this is the configuration for Main KPIs reporting. This affects both `business_kpis_configuration` and it's usage in `mtd_aggregated_metrics`.
* Modified the tests in `int_mtd_vs_previous_year_metrics` and `int_mtd_aggregated_metrics` to include the new dimension `by_deal`.
* It seems by adding this now autoformatting works again on this model! I'll tag all cases that are just because of autoformatting.
MD5 trick has been applied in `reporting.mtd_aggregated_metrics`.
# 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: #28998
# 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
# Description
I noticed this morning that after the name changes some exclusions have been messed up.
I think is about time we handle this properly. Following what we did for `ytd_mtd_aggregated_main_metrics_overview`, I apply the same logic: the metric display configuration is handled for each metric in the configuration rather than by some crazy-complex-name-logic.
I also took the opportunity to make Host Resolutions timely after a discussion with Chloe yesterday. Finance handles resolutions payments twice a week, and the "delay" in time is mostly coming from Resolutions accepting to pay someone vs. Finance handling the payment. In any case we're talking about a few days maximum difference, which I believe it's 1) process-related freshness, rather than data-related and 2) much better to have visibility in a timely manner rather than waiting for the 20th on next 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. **Logic is common among YTD and MTD models. At some moment this can be improved**
- [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: #28560
# Description
Main Changes:
* Computes the total booking fees in `int_kpis__metric_daily_invoiced_revenue`
* Propagates within KPIs, including schema and tests
* Propagates within cross in both "by deal" and "by dimension/global"
* Propagates to main kpis tests
Small fix:
* In `int_mtd_vs_previous_year_metrics`, manual formatting because sqlfmt is broken on this 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: #28560
# Description
Added `id_deal` to edeposit models for Invoice reporting
# 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
- [x] Check if a full-refresh is required after this PR is merged.
Adding id_deal
Related work items: #28239
# Description
Adding `id_deal` to API models in Check in Cover and Screen & Protect
# 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: #28239
# Description
This fixes the duplication error when the same deal has more than one contact. Impact was not massive, it just affected because of the Home to Host account and this has happened during the past week. There were other cases that contained duplicates but these were not invoiced so it didn't affect the total sum.
Changes:
* Contacts now has a boolean field indicating if a deal exists.
* Contacts now has a boolean field indicating if that contact has a deal informed and it's the last updated one. This is opinionated - it could have been done with creation, for instance.
* Sales monthly trends forces the last updated contact to be true.
* Improved robustness by adding tests.
Note that modifying the logic in intermediate on `int_xero__sales_monthly_trends` by changing `id_deal` per `id_contact` would not have worked - we need to do this compute by deal to ensure that any invoicing is reported MoM and YTD.
# 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: #28576
# Description
Booking fees is widely used with different meanings, for old dash, for new dash, for both, etc. This is painful. First step to align on a proper naming is ensure that what we report in Main KPIs is clearly stated, which in this case, Booking Fees are now called Old Dashboard Booking Fees.
Changes:
* Modify `stg_seed__accounting_aggregations` seed to rename Booking Fees to Old Dashboard Booking Fees. This is for us to clarify. This is only applied for KPIs compute. I also added an empty space that I mistakenly forgot in the past for `financial_l3_aggregation`.
* Modify KPIs source, i.e., `int_kpis__metric_daily_invoiced_revenue`. Here I forcefully modify the name of the field to `xero_old_dashboard_booking_net_fees_in_gbp`.
* Propagate changes of downstream usages of `xero_booking_net_fees_in_gbp` to `xero_old_dashboard_booking_net_fees_in_gbp`. This affects all models, including the reporting model. On this one we still have both names to avoid breaking it. I will need to modify the data glossary in PBI anyway so I'll do this change as well.
* Modify displayed metric name from Booking Fees Revenue to Old Dashboard Booking Fees Revenue.
* Modify schema so it reflects the proper names, descriptions, and tests.
* Ensure outlier and completion tests still work after this change.
I confirm the field `xero_booking_net_fees_in_gbp` does not exist anymore in the rest of DWH after these changes, except for the abovementioned comment on the reporting line.
# 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: #28560
# Description
After the sync this morning in Core in Airbyte, we have some issues in SH User. This attempts to remove no longer existing fields, namely:
- id_airbnb
- airbnb_url
- platform_comms_recipient
# 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: #28502
# Description
Just adds the first day of the month for AM models. The problem is that the display of the graph and the value shown are misleading. This aims to fix it. I hate PBI.
# 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.
Adds first day month for reporting purposes
Related work items: #28181
# Description
Propagates Client Type to KPIs by Deal and AM models. This is just a distinction between Platform and APIs.
# 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: #28181
# Description
Hyperline invoices/credit notes have an issuing date that corresponds to the moment in which these are actually created.
This is an issue since it means that an invoice or credit note posted today, 4th March 2025, that is supposed to be related to February 2025 invoicing cycle, will have:
* If the document is posted in Hyperline, an issuing date on the March 2025
* If the document is NOT posted in Hyperline, an issuing date on February 2025
This PR just creates a field that handles the logic effectively, to be used further in other reports/kpis 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.
- [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: #28158
# Description
Adds flag to identify invoices/credit notes that are posted in Hyperline.
For Invoices, these need to be ACCREC and follow a convention of 20XX-Y
For Credit Notes, these need to be ACCRECCREDIT and follow a convention of CN-20XX-Y
# 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: #28146
# Description
Update exposures main kpis with the latest YTD/MTD/Target addition.
Code compiles correctly
# 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.
Related work items: #27609
# Description
Adds number format for display 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.
- [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.
Adds number format
Related work items: #27609
# Description
First comment time added
# 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.
first comment time added
Related work items: #27812
# Description
Resolutions incidents model to reporting
# 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.
resolutions incidents to reporting
Related work items: #27811
# Description
Fix sign...
# 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.
Fix sign
Related work items: #27609
# Description
Changes:
* Adds Onboarding MRR
* Refactors exclusion code for ongoing month / invoicing cycle
* Adds sign format on relative differences
# 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: #27609, #27805
# Description
_Describe your motivation and changes here._
# 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.
Revert "Refactor display exclusion for clarity purposes"
Reverted commit `fdec616f`.
# Description
_Describe your motivation and changes here._
# 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.
Revert "Relative increments with sign"
Reverted commit `f5718ded`.
# Description
Changes:
* Adds Revenue Churn Rate in YTD/MTD Overview. This has several implications, I finally understood how to properly compute a YTD.
The problem is that Revenue Churn Rate is a % of the Total "Churned" Revenue in a 12 m period vs. the Total Revenue in the same 12 m period. This is a bit tricky because it's not really additive, because of the Churn definition. Total Churned Revenue is the Revenue that the churned deals in a month generated on that past 12 months prior to churning.
So - in order to aggregate it properly, we need to do the sum of the Total Churned Revenue and retrieve the Total Revenue on these 12 months, and THEN compute the Churn rate.
This PR mainly retrieves the necessary input from the Churn models and then follows a similar computation as for the rest of YTD/MTD converted metrics.
I'll handle Onboarding MRR in a separated PR as this one is quite dense already.
# 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: #27609, #27805
# Description
Changes:
* Adds template for targets -> These need to be revised
* Adds comparison of values vs. targets
* Allows for multi-year last date computation (allowing multiple years to be selected, not just the last one)
# 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: #27609, #27805
