Commit graph

987 commits

Author SHA1 Message Date
Joaquin Ossa
1245a88867 New churned deals model 2025-03-06 14:57:23 +01:00
Joaquin Ossa
089a1c37bd commit wip 2025-03-06 11:02:46 +01:00
Joaquin Ossa
d065d4beb6 New Dash bug fix 2025-03-06 08:16:40 +01:00
Oriol Roqué Paniagua
39fc6a7d13 Merged PR 4618: Bugfix - Ensure the PMS is active
# Description

Very silly mistake - affects many reports!

@<Joaquin Ossa> let me know if there's other use cases. I believe that's all of the computations, but you have this more fresh than me.

# 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: #28196
2025-03-05 14:57:57 +00:00
Oriol Roqué Paniagua
5d6e860e2b Merged PR 4596: Propagates Client Type to KPIs by Deal and AM models
# 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
2025-03-05 13:02:07 +00:00
Oriol Roqué Paniagua
1a4a9fac37 Merged PR 4578: Propagates the month attribution from invoicing data
# Description

Following the changes of the month attribution on invoicing data depending if the document is posted on Xero or in Hyperline, this PR ensures that the 2 affected areas capture this change.

This means:
* Xero - Sales Monthly Trends
* KPIs - Invoiced 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.
- [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
2025-03-04 14:13:53 +00:00
Oriol Roqué Paniagua
3f1e2ea1d9 Merged PR 4572: Applies logic to modify the invoicing cycle date depending on the issuing source
# 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
2025-03-04 11:32:52 +00:00
Oriol Roqué Paniagua
dcf0f205a2 Merged PR 4568: Adds flag to identify invoices/credit notes that are posted in Hyperline
# 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
2025-03-04 10:12:03 +00:00
Joaquin Ossa
b2e15bbbab Merged PR 4546: Calculator changes
# Description

After talking with the Ant he we realised that the `was_overriden` was not properly set up so I removed it.
Added all calculated and submitted values for both guests and hosts and left out values in USD since we are not going to use them on the report.

# 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.

Calculator changes

Related work items: #27812
2025-02-28 11:25:29 +00:00
Joaquin Ossa
b20cb44779 Calculator changes 2025-02-28 12:19:24 +01:00
Joaquin Ossa
da0b0dad67 Updated all service_business_type tests 2025-02-28 11:14:40 +01:00
Joaquin Ossa
2bc8e6c0c3 Updated test 2025-02-28 09:49:31 +01:00
Oriol Roqué Paniagua
cfc17a5d3a Merged PR 4528: Adds number format
# 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
2025-02-27 13:18:03 +00:00
Joaquin Ossa
42701b4d2c Merged PR 4530: first comment time added
# 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
2025-02-27 12:28:09 +00:00
Joaquin Ossa
6f28c4d9dc numeric 2025-02-26 16:51:56 +01:00
Joaquin Ossa
aaa0b1a5dd changed name 2025-02-26 16:45:01 +01:00
Joaquin Ossa
0fd8c21e38 Small changes 2025-02-26 16:22:32 +01:00
Joaquin Ossa
465bd51ff2 Final update 2025-02-26 08:24:50 +01:00
Joaquin Ossa
cfc6971cb4 Addressed comments 2025-02-25 16:58:14 +01:00
Joaquin Ossa
c49239a7cf Final changes 2025-02-25 15:25:37 +01:00
Joaquin Ossa
daa93c056c commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
335fccd57e updated schema 2025-02-25 15:25:37 +01:00
Joaquin Ossa
68bddf2b7d Commit update 2025-02-25 15:25:37 +01:00
Joaquin Ossa
7f8e7489e4 finished schema 2025-02-25 15:25:37 +01:00
Joaquin Ossa
63a2eff6e2 finished schema 2025-02-25 15:25:37 +01:00
Joaquin Ossa
8b7dfa0839 commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
f1a0b04388 commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
56619982d2 commit wip on schema 2025-02-25 15:25:37 +01:00
Joaquin Ossa
76a247a55f commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
2f484054df commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
3f224d8fed commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
9fa62e0bf2 commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
29755961e6 commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
47d9b6f292 commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
7551f6e515 commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
c89dd02799 commit wip 2025-02-25 15:25:37 +01:00
Joaquin Ossa
cace0f908d Merged PR 4507: Added timestamp to a/b test model
# Description

Added timestamp to a/b test model to start the measures from the adequate date and time

# 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 timestamp to a/b test model

Related work items: #27721
2025-02-25 14:15:19 +00:00
Joaquin Ossa
1697bef090 timestamps 2025-02-25 15:14:54 +01:00
Oriol Roqué Paniagua
3c99c4f8bc Merged PR 4504: Onboarding MRR + Visualisation changes
# 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
2025-02-25 14:05:54 +00:00
Joaquin Ossa
4a6158df28 Added timestamp to a/b test model 2025-02-25 14:48:37 +01:00
Oriol Roqué Paniagua
995027205c Merged PR 4502: Revert "Adds Onboarding MRR"
# 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 "Adds Onboarding MRR"

Reverted commit `dab210c6`.
2025-02-25 11:44:24 +00:00
Oriol Roqué Paniagua
7c4b0e752b Merged PR 4501: Revert "Refactor display exclusion for clarity purposes"
# 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`.
2025-02-25 11:43:46 +00:00
Oriol Roqué Paniagua
5eebb4f560 Merged PR 4500: Revert "Relative increments with sign"
# 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`.
2025-02-25 11:43:05 +00:00
uri
f5718ded4d Relative increments with sign 2025-02-25 12:30:23 +01:00
uri
fdec616fe6 Refactor display exclusion for clarity purposes 2025-02-25 11:45:14 +01:00
uri
dab210c607 Adds Onboarding MRR 2025-02-25 11:33:37 +01:00
Oriol Roqué Paniagua
a6671ee4d0 Merged PR 4493: Adds Revenue Churn Rate in YTD/MTD Overview
# 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
2025-02-25 09:41:28 +00:00
Joaquin Ossa
78d42462a8 Merged PR 4489: Update athena models to remove id_accommodation
# Description

Removed `id_accommodation` from athena models
I remembered why I had add it before, it was to unite it with the edeposit model with the same number of fields but I fixed it 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.
- [ ] 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 athena models to remove id_accommodation

Related work items: #27938
2025-02-25 08:32:45 +00:00
Oriol Roqué Paniagua
fdc8e2ae24 Merged PR 4491: Reduce metric name length to fit in PBI
# Description

Reduce metric name length to fit in 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.
- [ ] 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.

Reduce metric name length to fit in PBI

Related work items: #27609
2025-02-24 16:40:01 +00:00
Joaquin Ossa
d7d3422eb9 Update athena models to remove id_accommodation 2025-02-24 15:21:44 +01:00