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
56 lines
2.5 KiB
SQL
56 lines
2.5 KiB
SQL
{% set resolutions_host_payment_account_name = "('RESOLUTIONS - HOST PAYMENT')" %}
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{% set relevant_transaction_status = "('AUTHORISED')" %}
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{{ config(materialized="table", unique_key=["date", "id_deal", "business_scope"]) }}
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select
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-- Unique Key --
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ixbt.transaction_date_utc as date,
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coalesce(ixc.id_deal, 'UNSET') as id_deal,
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case
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when ikdd.client_type = 'API'
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then 'API'
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-- We will assume that any host resolution payment happening in the same month
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-- or after the user has been created in the New Dash is considered as New
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-- Dash. This might not be 100% accurate, but it's a reasonable assumption.
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when ikdd.client_type = 'PLATFORM'
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then
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case
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when
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icnddsd.id_deal is not null
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and date_trunc('month', ixbt.transaction_date_utc)::date
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>= date_trunc(
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'month', icnddsd.min_user_in_new_dash_since_date_utc
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)::date
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and ixbt.transaction_date_utc
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>= date({{ var("new_dash_first_invoicing_date") }})
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then 'New Dash'
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else 'Old Dash'
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end
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else 'UNSET'
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end as business_scope,
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-- Dimensions --
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coalesce(
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ikdd.main_billing_country_iso_3_per_deal, 'UNSET'
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) as main_billing_country_iso_3_per_deal,
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coalesce(
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icmas.active_accommodations_per_deal_segmentation, 'UNSET'
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) as active_accommodations_per_deal_segmentation,
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-- Metrics --
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sum(ixbtli.line_amount_wo_taxes_in_gbp) as xero_host_resolution_amount_paid_in_gbp,
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count(distinct ixbt.id_bank_transaction) as xero_host_resolution_payment_count
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from {{ ref("int_xero__bank_transactions") }} as ixbt
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inner join
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{{ ref("int_xero__bank_transaction_line_items") }} as ixbtli
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on ixbt.id_bank_transaction = ixbtli.id_bank_transaction
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and upper(ixbtli.account_name) in {{ resolutions_host_payment_account_name }}
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and upper(ixbt.transaction_status) in {{ relevant_transaction_status }}
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left join {{ ref("int_xero__contacts") }} as ixc on ixc.id_contact = ixbt.id_contact
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left join {{ ref("int_kpis__dimension_deals") }} as ikdd on ixc.id_deal = ikdd.id_deal
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left join
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{{ ref("int_kpis__dimension_daily_accommodation") }} as icmas
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on ixc.id_deal = icmas.id_deal
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and ixbt.transaction_date_utc = icmas.date
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left join
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{{ ref("int_core__new_dash_deal_since_date") }} as icnddsd
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on ixc.id_deal = icnddsd.id_deal
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group by 1, 2, 3, 4, 5
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