4867e8f6d0
# Description Changes: * Creation of a deal-based model that contains when a "deal has appeared in new dash". This is tricky because a Deal can still have multiple users, thus it needs to be attributed to a date. I've chosen the first user appearance for the rest of the metrics. * Adaptation of dimension deals in KPIs to include a client type, that indicates if the deal is from APIs or not (Platform, i.e., Dashboard). * Xero metrics by Business Scope. This is the previous "dash source" that I need to change in the previously worked models. I decided to include APIs in the segmentation since in most cases we distinguish old dash from new dash by just "anything that is not in new dash". This is very wrong for invoicing metrics, in which we have APIs. So this actually properly computes a client segmentation by scope. Note that I'll need to handle the monthly/mtd metrics/agg for these 2 metric models (Resolutions + Invoiced revenue) separately. # 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: #27356
72 lines
2.7 KiB
SQL
72 lines
2.7 KiB
SQL
{{ config(materialized="table", unique_key="id_deal") }}
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with
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hubspot_deals as (
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select
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id_deal,
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deal_pipeline,
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deal_name as main_deal_name,
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live_date_utc as deal_start_date,
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date_trunc('month', live_date_utc) as deal_start_month,
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cancellation_date_utc as deal_cancellation_date,
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date_trunc('month', cancellation_date_utc) as deal_cancellation_month,
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case
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when amount_of_properties between 1 and 5
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then '01-05'
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when amount_of_properties between 6 and 20
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then '06-20'
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when amount_of_properties between 21 and 60
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then '21-60'
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when amount_of_properties >= 61
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then '61+'
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else 'UNSET'
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end as hubspot_listing_segmentation
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from {{ ref("int_hubspot__deal") }}
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where live_date_utc is not null
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),
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core_deals as (
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select
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id_deal,
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main_deal_name,
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has_active_pms,
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active_pms_list,
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first_created_date_utc as deal_start_date,
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date_trunc('month', first_created_date_utc) as deal_start_month,
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main_billing_country_iso_3_per_deal
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from {{ ref("int_core__deal") }}
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),
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combined_deals as (
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select
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coalesce(hd.id_deal, cd.id_deal) as id_deal,
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coalesce(hd.main_deal_name, cd.main_deal_name) as main_deal_name,
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coalesce(cd.has_active_pms, false) as has_active_pms,
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cd.active_pms_list,
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cd.main_billing_country_iso_3_per_deal,
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case
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when upper(hd.deal_pipeline) in ('API SALES') then 'API' else 'PLATFORM'
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end as client_type,
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min(
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coalesce(hd.deal_start_date, cd.deal_start_date)
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) as effective_deal_start_date_utc,
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min(
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coalesce(hd.deal_start_month, cd.deal_start_month)
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) as effective_deal_start_month,
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min(hd.deal_cancellation_date) as hubspot_deal_cancellation_date_utc,
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min(hd.deal_cancellation_month) as hubspot_deal_cancellation_month,
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min(hd.hubspot_listing_segmentation) as hubspot_listing_segmentation
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from hubspot_deals hd
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full outer join core_deals cd on hd.id_deal = cd.id_deal
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group by 1, 2, 3, 4, 5, 6
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)
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select
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cd.id_deal,
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cd.main_deal_name,
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cd.has_active_pms,
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cd.active_pms_list,
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cd.client_type,
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cd.main_billing_country_iso_3_per_deal,
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cd.effective_deal_start_date_utc,
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cd.effective_deal_start_month,
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cd.hubspot_deal_cancellation_date_utc,
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cd.hubspot_deal_cancellation_month,
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cd.hubspot_listing_segmentation
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from combined_deals cd
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