data-dwh-dbt-project/models/intermediate/core
Oriol Roqué Paniagua 0d7b5ac88a Merged PR 3914: Include Hubspot deals for KPIs
# Description

Context: I'm intending to work on Account Managers reporting, that mostly will include reporting at Deal level the Resolutions Payouts as well as the new Retained metrics. While checking the great increase on Resolutions Payouts for October 2024:

![image (2).png](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3914/attachments/image%20%282%29.png)

I decided to take a quick look into the main players... and surprise surprise we have Guesty:

![image.png](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/3914/attachments/image.png)

So Guesty represents 37k over the 73K of October. 50%. Not bad.

The main issue is that we've been aware for months now (since Churn efforts, mostly) that we're not reporting in KPIs those deals that are NOT created in Core. Most notably, API deals which includes... well, Guesty. So creating this kind of in-depth Account Managers improvement without reporting Guesty I think it would be very misleading. Note that the overall figures (Global dimension) are still accurate, though.

What's new:
* A new model named `int_kpis__dimension_deals` that basically retrieves Deals from both Core (as before) and Hubspot. It combines information from both and mostly assumes Hubspot as a better source of information than Core - although we do not have the Main Billing Country there afaik.
* Propagates changes, mostly in the monthly by deal view of Main KPIs. Here I confirm that now Guesty appears, and it only has metrics that come from Xero (APIs Revenue, Total Revenue, Resolutions, etc)

# 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: #25829
2024-12-31 15:12:38 +00:00
..
int_core__ab_test_monitoring_guest_journey.sql Merged PR 3769: Adds int_core__ab_test_monitoring_guest_journey 2024-12-04 09:45:09 +00:00
int_core__ab_test_tracking_guest_journey.sql Merged PR 3766: First version of ab_test_tracking_guest_journey 2024-12-04 07:58:14 +00:00
int_core__accommodation.sql Merged PR 3761: Remove no longer existing fields from Accommodation 2024-12-03 16:39:05 +00:00
int_core__accommodation_to_product_bundle.sql Merged PR 3539: Normalise service names and create booking to service table 2024-11-15 10:04:02 +00:00
int_core__booking_charge_events.sql Merged PR 2642: Booking Charge Events to have a similar logic as invoicing 2024-09-03 13:15:40 +00:00
int_core__booking_service_detail.sql Merged PR 3901: Booking Service Detail improvements 2024-12-27 10:42:47 +00:00
int_core__booking_summary.sql Merged PR 3654: New Dash KPIs - Chargeable Services (Revenue) 2024-11-26 10:14:37 +00:00
int_core__booking_to_product_bundle.sql Merged PR 3539: Normalise service names and create booking to service table 2024-11-15 10:04:02 +00:00
int_core__booking_to_service.sql Merged PR 3646: Adding informative fields in booking tables for New Pricing 2024-11-25 15:03:38 +00:00
int_core__bookings.sql Merged PR 3825: Removing Booking fields soon to be dropped 2024-12-11 13:06:28 +00:00
int_core__check_in_cover_listings.sql fixed testing for core__check_in_cover_listings 2024-08-28 10:47:31 +02:00
int_core__check_in_cover_prices.sql Merged PR 2865: Propagate tax exclusive check in hero payments 2024-09-17 07:25:09 +00:00
int_core__check_in_cover_users.sql Merged PR 2201: Fixing errors raised by texts 2024-07-05 15:12:04 +00:00
int_core__check_in_hero_users.sql Check in Hero users table 2024-12-20 15:36:00 +01:00
int_core__country.sql Merged PR 2077: Adding Country to intermediate 2024-06-19 15:34:15 +00:00
int_core__deal.sql Merged PR 3914: Include Hubspot deals for KPIs 2024-12-31 15:12:38 +00:00
int_core__duplicate_bookings.sql Thanks Uri for the catch, then when id_user_guest is NULL it won't be considered a duplicate. 2024-07-31 16:23:27 +02:00
int_core__guest_satisfaction_responses.sql update int_core__guest_satisfaction_responses to version 2 of verification_payments 2024-09-17 17:12:46 +02:00
int_core__host_booking_fees.sql Merged PR 2725: Force id user field to lower in staging 2024-09-03 14:36:21 +00:00
int_core__invoicing_price_plans_per_month.sql Merged PR 2642: Booking Charge Events to have a similar logic as invoicing 2024-09-03 13:15:40 +00:00
int_core__new_dash_user_overview.sql Added the has_user_moved_from_old_dash field 2024-12-13 10:56:56 +01:00
int_core__new_dash_users.sql Merged PR 3491: Allows possibility to retrieve claim as date or timestamp 2024-11-13 11:42:04 +00:00
int_core__payaway.sql model and docs 2024-09-17 12:16:52 +02:00
int_core__payaway_per_month_user.sql model and docs+tests 2024-09-17 15:47:45 +02:00
int_core__price_plans.sql docs and moving stuff 2024-04-08 09:44:32 +02:00
int_core__product_service_billing_item.sql Merged PR 3638: Propagates billing info to booking service detail and booking summary 2024-11-22 13:50:30 +00:00
int_core__product_service_to_price.sql Merged PR 3578: First version of int_core__booking_service_detail 2024-11-19 08:24:32 +00:00
int_core__protection_plan_billing_item.sql Merged PR 3638: Propagates billing info to booking service detail and booking summary 2024-11-22 13:50:30 +00:00
int_core__protection_plan_cover.sql Merged PR 3539: Normalise service names and create booking to service table 2024-11-15 10:04:02 +00:00
int_core__protection_plan_to_price.sql Merged PR 3578: First version of int_core__booking_service_detail 2024-11-19 08:24:32 +00:00
int_core__screen_and_protect_users.sql Simplify PR 2024-12-20 14:04:42 +01:00
int_core__unified_user.sql Merged PR 3909: Fixes created_date_utc and updated_date_utc in SH User and its dependencies 2024-12-31 08:04:03 +00:00
int_core__unique_accommodation_to_user.sql Merged PR 2125: Fixing accommodation host 2024-06-26 14:47:15 +00:00
int_core__user_host.sql Merged PR 3909: Fixes created_date_utc and updated_date_utc in SH User and its dependencies 2024-12-31 08:04:03 +00:00
int_core__user_product_bundle.sql Merged PR 3625: Excludes new dash users without id deal 2024-11-21 16:30:47 +00:00
int_core__user_product_bundle_contains_services.sql Merged PR 3028: Adding int_core__user_product_bundle_contains_services 2024-10-02 14:54:03 +00:00
int_core__user_role.sql Merged PR 2516: Create host_user and user_role in intermediate 2024-08-07 14:28:34 +00:00
int_core__verification_payments_v2.sql add missing condition in where 2024-10-30 14:52:21 +01:00
int_core__verification_request_booking_source.sql Removed guests_id and modified query structure 2024-07-11 16:49:24 +02:00
int_core__verification_request_completed_date.sql Merged PR 2028: guest journey estimated completed date 2024-06-13 13:30:22 +00:00
int_core__verification_request_completeness.sql Merged PR 2020: Verification request completeness for intermediate steps + schema documentation 2024-06-13 08:14:11 +00:00
int_core__verification_requests.sql Added the new field to int_core__bookings and to int_core__verification_requests 2024-07-11 17:16:51 +02:00
int_core__vr_check_in_cover.sql Merged PR 3506: Remove Address Validation 2024-11-14 11:59:36 +00:00
schema.yml Merged PR 3914: Include Hubspot deals for KPIs 2024-12-31 15:12:38 +00:00