data-dwh-dbt-project/models/intermediate/cross/int_new_dash_deal_onboarding.sql

{{ config(materialized="table") }}
with
    int_core__user_host as (select * from {{ ref("int_core__user_host") }}),
    int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
    int_core__accommodation as (select * from {{ ref("int_core__accommodation") }}),
    int_core__booking_summary as (select * from {{ ref("int_core__booking_summary") }}),
    int_core__user_product_bundle_contains_services as (
        select * from {{ ref("int_core__user_product_bundle_contains_services") }}
    ),
    int_core__user_product_bundle as (
        select * from {{ ref("int_core__user_product_bundle") }}
    ),
    int_core__accommodation_to_product_bundle as (
        select * from {{ ref("int_core__accommodation_to_product_bundle") }}
    ),
    int_xero__sales_denom_mart as (
        select * from {{ ref("int_xero__sales_denom_mart") }}
    ),
    new_dash_new_business_accounts as (
        select
            ihd.id_deal,
            ihd.deal_name,
            ihd.onboarding_owner,
            ihd.account_manager,
            ihd.live_date_utc,
            ihd.contract_signed_date_utc,
            ihd.cancellation_date_utc,
            ihd.expressed_service_interest,
            string_agg(icuh.company_name, ', ') as platform_company_name,
            min(
                icuh.user_in_new_dash_since_timestamp_at_utc
            ) as backend_account_creation_utc,
            count(distinct icuh.id_user_host) as count_platform_accounts
        from int_core__user_host icuh
        -- Deal needs to exist in HS
        inner join int_hubspot__deal ihd on icuh.id_deal = ihd.id_deal
        where
            -- Filters to replicate New Dash Overview
            icuh.is_user_in_new_dash = true
            and icuh.is_missing_id_deal = false
            and icuh.is_test_account = false
            -- Filter to only select new business (i.e., not migrated from Old Dash)
            and icuh.has_user_moved_from_old_dash = false
        group by 1, 2, 3, 4, 5, 6, 7, 8
    ),
    program_creation_per_deal as (
        select
            id_deal,
            min(icupb.created_at_utc) as first_program_created_at_utc,
            min(
                case
                    when icupb.has_upgraded_services then icupb.created_at_utc else null
                end
            ) as first_upgraded_program_created_at_utc,
            count(
                distinct icupb.id_user_product_bundle
            ) as count_programs_at_deal_level,
            count(
                distinct case
                    when icupb.has_upgraded_services
                    then icupb.id_user_product_bundle
                    else null
                end
            ) as count_upgraded_programs_at_deal_level,
            string_agg(
                distinct service_name, '|' order by service_name asc
            ) as services_in_programs_at_deal_level
        from int_core__user_product_bundle icupb
        inner join int_core__user_host icuh on icupb.id_user_host = icuh.id_user_host
        left join
            int_core__user_product_bundle_contains_services cs
            on icupb.id_user_product_bundle = cs.id_user_product_bundle
        where icuh.id_deal is not null
        group by 1
    ),
    listing_creation_per_deal as (
        select
            id_deal,
            min(ica.created_at_utc) as first_listing_created_at_utc,
            count(distinct ica.id_accommodation) as count_listings,
            count(
                distinct
                case when ica.is_active = true then ica.id_accommodation else null end
            ) as count_active_listings
        from int_core__accommodation ica
        inner join int_core__user_host icuh on ica.id_user_host = icuh.id_user_host
        where
            -- Filters to replicate New Dash Overview
            icuh.is_user_in_new_dash = true
            and icuh.is_missing_id_deal = false
            and icuh.is_test_account = false
            -- Filter to only select new business (i.e., not migrated from Old Dash)
            and icuh.has_user_moved_from_old_dash = false
        group by 1
    ),
    upgraded_program_applied_to_listing_per_deal as (
        select
            id_deal,
            min(
                atpb.created_at_utc
            ) as first_upgraded_program_applied_to_listing_at_utc,
            count(
                distinct atpb.id_user_product_bundle
            ) as count_upgraded_programs_at_listing_level,
            count(
                distinct case
                    when atpb.has_no_end_date and ica.is_active
                    then atpb.id_user_product_bundle
                    else null
                end
            ) as count_active_upgraded_programs_at_active_listing_level,
            count(
                distinct atpb.id_accommodation
            ) as count_listings_with_upgraded_programs,
            count(
                distinct case
                    when atpb.has_no_end_date and ica.is_active
                    then atpb.id_accommodation
                    else null
                end
            ) as count_active_listings_with_active_upgraded_programs,
            string_agg(
                distinct service_name, '|' order by service_name asc
            ) as services_in_programs_applied_to_listings,
            string_agg(
                distinct case
                    when atpb.has_no_end_date and ica.is_active
                    then service_name
                    else null
                end,
                '|'
                order by
                    case
                        when atpb.has_no_end_date and ica.is_active
                        then service_name
                        else null
                    end asc
            ) as active_services_in_programs_applied_to_listings
        from int_core__accommodation_to_product_bundle atpb
        inner join int_core__user_host icuh on atpb.id_user_host = icuh.id_user_host
        left join
            int_core__user_product_bundle_contains_services cs
            on atpb.id_user_product_bundle = cs.id_user_product_bundle
        left join
            int_core__accommodation ica on atpb.id_accommodation = ica.id_accommodation
        where
            icuh.id_deal is not null
            -- Force that programs in listings have upgraded services
            and atpb.has_upgraded_services = true
        group by 1
    ),
    booking_creation_per_deal as (
        select
            id_deal,
            min(bs.booking_created_at_utc) as first_booking_created_at_utc,
            min(
                case
                    when bs.has_paid_services then bs.booking_created_at_utc else null
                end
            ) as first_booking_with_paid_services_created_at_utc,
            count(distinct bs.id_booking) as count_bookings,
            count(
                distinct case when bs.has_paid_services then bs.id_booking else null end
            ) as count_bookings_with_paid_service
        from int_core__booking_summary bs
        where id_deal is not null
        group by 1
    ),
    invoice_per_deal as (
        select
            id_deal,
            min(document_issued_at_utc) at time zone 'utc' as first_invoice_at_utc
        from int_xero__sales_denom_mart
        where
            -- Select only invoices
            upper(document_class) = 'INVOICE'
            and upper(document_status) in ('PAID', 'AUTHORISED')
            and id_deal is not null
        group by 1
    ),
    combination_of_sources as (
        select
            ndnba.id_deal,
            ndnba.deal_name,
            ndnba.onboarding_owner,
            ndnba.account_manager,
            ndnba.platform_company_name,
            ndnba.count_platform_accounts,
            -- Activity --
            coalesce(l.count_listings, 0) as count_listings,
            coalesce(l.count_active_listings, 0) as count_active_listings,
            coalesce(
                upl.count_listings_with_upgraded_programs, 0
            ) as count_listings_with_upgraded_programs,
            coalesce(
                upl.count_active_listings_with_active_upgraded_programs, 0
            ) as count_active_listings_with_active_upgraded_programs,
            coalesce(b.count_bookings, 0) as count_bookings,
            coalesce(
                b.count_bookings_with_paid_service, 0
            ) as count_bookings_with_paid_service,
            -- Program funnel --
            coalesce(p.count_programs_at_deal_level, 0) as count_programs_at_deal_level,
            coalesce(
                p.count_upgraded_programs_at_deal_level, 0
            ) as count_upgraded_programs_at_deal_level,
            coalesce(
                upl.count_upgraded_programs_at_listing_level, 0
            ) as count_upgraded_programs_at_listing_level,
            coalesce(
                upl.count_active_upgraded_programs_at_active_listing_level, 0
            ) as count_active_upgraded_programs_at_active_listing_level,
            -- HubSpot main dates --
            ndnba.contract_signed_date_utc,
            ndnba.live_date_utc,
            ndnba.cancellation_date_utc,
            -- First time timestamps --
            ndnba.backend_account_creation_utc,
            l.first_listing_created_at_utc,
            b.first_booking_created_at_utc,
            p.first_program_created_at_utc,
            p.first_upgraded_program_created_at_utc,
            upl.first_upgraded_program_applied_to_listing_at_utc,
            b.first_booking_with_paid_services_created_at_utc,
            inv.first_invoice_at_utc,
            -- Services --
            ndnba.expressed_service_interest,
            p.services_in_programs_at_deal_level,
            upl.services_in_programs_applied_to_listings,
            upl.active_services_in_programs_applied_to_listings,
            -- Additional for filtering --
            case
                when ndnba.cancellation_date_utc is not null then true else false
            end as has_churned
        from new_dash_new_business_accounts ndnba
        left join listing_creation_per_deal l on ndnba.id_deal = l.id_deal
        left join program_creation_per_deal p on ndnba.id_deal = p.id_deal
        left join
            upgraded_program_applied_to_listing_per_deal upl
            on ndnba.id_deal = upl.id_deal
        left join booking_creation_per_deal b on ndnba.id_deal = b.id_deal
        left join invoice_per_deal inv on ndnba.id_deal = inv.id_deal
    )
select
    *,
    -- Basic Alerts --
    case
        when first_listing_created_at_utc is null and count_listings = 0
        then false
        else true
    end as has_listings,
    case when count_active_listings = 0 then false else true end as has_active_listings,
    case
        when first_booking_created_at_utc is null and count_bookings = 0
        then false
        else true
    end as has_bookings,
    case
        when first_invoice_at_utc is null then false else true
    end as has_been_invoiced,

    -- Advanced Alerts --
    case
        when count_bookings > 0 and count_bookings_with_paid_service = 0
        then true
        else false
    end as are_all_bookings_free,
    case
        when
            count_bookings_with_paid_service > 0
            and count_active_upgraded_programs_at_active_listing_level = 0
        then true
        else false
    end as is_account_no_longer_generating_paid_bookings,
    case
        when
            active_services_in_programs_applied_to_listings
            <> services_in_programs_applied_to_listings
        then true
        else false
    end as has_account_changed_services_applied_in_listings,
    case
        when
            active_services_in_programs_applied_to_listings
            <> expressed_service_interest
        then true
        else false
    end as are_active_services_different_from_expressed_interest
from combination_of_sources