thingies
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Pablo Martin
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130
log.md
130
log.md
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@ -1439,7 +1439,7 @@ LEFT JOIN [report].[User] Payee ON VerPay.PayeeUserId = Payee.Id
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LEFT JOIN [dbo].[VerificationRequest] VerReq ON VerPay.VerificationRequestId = VerReq.Id
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LEFT JOIN dbo.Booking Booking ON VerPay.VerificationRequestId = Booking.VerificationRequestId
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LEFT JOIN dbo.Accommodation Acc ON Booking.AccommodationId = Acc.AccommodationId
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WHERE VerPay.PaymentDate > '2023-11-25' -- Jamie request payments after 25th November
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WHERE VerPay.PaymentDate > '2023-11-25' -- Adjust with the right start date
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```
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And send it again to Jamie.
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@ -1613,9 +1613,9 @@ After that, we go into support mode.
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---
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Entities
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Guardhog technologies (UK) (has VAT, quarterly, standard not cash-based, GBP is base currency) (accounts@guardhog.com) used for a lot of purchases
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Guardhog technologies (UK) (has VAT, quarterly, standard not cash-based, GBP is base currency) (<accounts@guardhog.com>) used for a lot of purchases
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|- Superhog Limited (UK) (has VAT, quarterly, standard not cash-based, has multiple currencies (USD, GBP, EUR, AUD, USD, AED, ZAR)) (accounts@superhog.com) used to get all sales
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|- Superhog Limited (UK) (has VAT, quarterly, standard not cash-based, has multiple currencies (USD, GBP, EUR, AUD, USD, AED, ZAR)) (<accounts@superhog.com>) used to get all sales
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|- Three subsidiaries (US, Spain (has VAT), Australian)
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@ -1624,29 +1624,24 @@ Guardhog technologies (UK) (has VAT, quarterly, standard not cash-based, GBP is
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We need to come up with codes for the legal entities.
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US is not using Xero because it's WIP, no running books.
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All entities except Spain close yearly on 31st March.
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Monthly reporting.
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Monthly reporting.
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About 14ish bank accounts.
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The whole payslip accounting stuff, we might need to do a template for the Spanish ones.
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Offices
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- UK, Stockbridge
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- ES, Barcelona
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- Everyone else is remote
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Do we have codes for legal entities?
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- Do we have somewhere to check timeline/milestone/status?
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- Are we only starting on April 1st live? Yep.
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- Do we keep the sandbox env forever? - We definitely keep it for a bit. It costs money, so we should judge if it's worth keeping it forever.
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- Currency conversion we need to agree on exchange rates -> Iplicit comes with currency data, we should look into how to load it in the DWH and use that for all reporting so we have a unified vision on exchange rates.
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# 2024-01-09
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## Call with Humphrey
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@ -1658,7 +1653,6 @@ Do we have codes for legal entities?
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- Marketing needs data to look at hosts like users (LTV, CAC, active users)
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- Pricing can be a massive profit lever if we reach the maturity of insurance companies, we need to aim for it
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# 2024-01-10
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## Product catchup
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@ -1670,11 +1664,10 @@ Do we have codes for legal entities?
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- Hiring
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- I tried with my contacts but got no interest so far
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# 2024-01-11
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# Now
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- [X] Ensure sync of all data git repos in DevOps so that Robinson can move them to the new data project
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Invoicing Reformation
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- [X] Discuss plan with Amanda
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- Have her onboard and provide give responsiblity feeling
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- [X] Send big email
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@ -1684,41 +1677,25 @@ Invoicing Reformation
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- [X] Prepare Notion page with rough plan and status tracking
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- [X] Prepare presentation for kickoff
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- [X] Start creating gaps in Notion to fill during sessions
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- [ ] Drop existing knowledge on inputs
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- [ ] Ensure sync of all data git repos in DevOps so that Robinson can move them to the new data project
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# 2024-01-15
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- Data Catalogue
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- [X] Finish brush up !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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- Mixpanel entries (add video from Louise meeting 2023-12-21)
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- Reporting layer docs in Notion and confluence + stuff discussed with Robinson
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- [ ] Make fancy email asking different owners to review the contents
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- Core and Reporting Suite: Ben Robinson
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- Hubspot, Hubspot Reports, Aircall, RevenueHero: Alex Anderson and Lianne Foster
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- Mixpanel and Mixpanel Reports: Louise
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- Airtable: Lourdes
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- Xero and Iplict: on hold
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- Stripe and Acquired: on hold
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- [ ] Make big announcement + Quick Presentation Video
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- [ ] Add CosmosDB to data catalogue
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## Product catchup
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- Azure
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- WIP
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- PBI is now in version control
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- Booking bugs
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- Top visual has always been wrong
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- Missing dates in master table
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- Finance
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- WIP, expected a million stories coming out of this
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- Individual arch
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- E2E with dbt
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- Start creating stuff on Azure !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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- Continue documenting architecture !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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- Resolutions centre
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- New app?
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- What's the backend?
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- Core Database access for Macusers
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- Lourdes VPN status says disconnected, yet logs indicate that it is connected
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- I found this: <https://learn.microsoft.com/en-us/answers/questions/1282475/azure-vpn-client-not-working-on-mac-book-2023-m2>
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- Running this command fixed it for Lourdes: `/usr/sbin/softwareupdate --install-rosetta --agree-to-license`. All is fine if user sees `Install of Rosetta 2 finished successfully.`
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- [ ] Ask IT for <data-team@superhog.com> mail
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- [ ] Place this in Backlog: <https://superhogteam.slack.com/archives/C06A52YUDM1/p1702557374922989>
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- [ ] Add story to backlog about rough DealId compliance monitoring through quick and dirty weekly extract
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- [ ] Story about checking for accounts with no deal id
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- [ ] Story about report to spot non-matching pricing details across Dashboard Superhog.
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- [ ] Story about having a currency exchange rate database in DWH
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# 2024-01-18
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- Documenting sessions with Ben
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- [X] List integrations
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@ -1729,19 +1706,62 @@ Invoicing Reformation
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- [ ] Review access management
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- [ ] Review change management for dashboards and semantic layers
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- [ ] Deep dive into invoicing process
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- [X] Provide a heads-up into it to the wise men table
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- [ ] Contrast thoughts with Cotte
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- [ ] Set up kick off meeting
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## Stripe session #1
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- Dashboard summary: sometimes it's a bit delayed by one or two days. If you need 100% up to date, go to exports.
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- We should explore the payments transactions exports, they look interesting.
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- Multiple accounts reporting? Not possible natively, perhaps with plugins.
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- Sigma: direct SQL reports on the UI. Seems it's not active in our accounts. Gets charged depending on how many payments are coming into the wallet.
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Direct debits, perhaps finance could use this with lower fees?
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# Now
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Architecture
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- [ ] Document dev ramblings
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Invoicing Reformation
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- [ ] Finish stage descriptions
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- [X] Drop existing knowledge on inputs
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- [X] Drop details on Stripe exports
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- [X] Get access to Stripe from Louise
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- [X] Clean up knowledge from sessions #2 in Notion
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- [X] Clean up notes from session #3 in Notion
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- [X] Make E2E process flow diagram and explainer
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- [X] Send sessions for next week
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- [X] Stripe exports with Jamie
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- [X] Dashboard <> Stripe integration with Ben
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- [X] Internal review discussion on issues list
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- [X] Backlog discussion
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- [X] Quick coffee with Amanda
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- [X] Phase 1 summary in Notion + Email
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- Data Catalogue
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- [X] Make big announcement + Quick Presentation Video
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- [ ] Add CosmosDB to data catalogue
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- [ ] Add Stripe reporting as data product in data catalogue
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- [ ] Add invoicing tool as Data Product
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- I found this: <https://learn.microsoft.com/en-us/answers/questions/1282475/azure-vpn-client-not-working-on-mac-book-2023-m2>
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- Running this command fixed it for Lourdes: `/usr/sbin/softwareupdate --install-rosetta --agree-to-license`. All is fine if user sees `Install of Rosetta 2 finished successfully.`
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- [ ] Ask IT for <data-team@superhog.com> mail
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- [ ] Place this in Backlog: <https://superhogteam.slack.com/archives/C06A52YUDM1/p1702557374922989>
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- [ ] Add story to backlog about rough DealId compliance monitoring through quick and dirty weekly extract
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- [ ] Story about checking for accounts with no deal id
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- [ ] Story about report to spot non-matching pricing details across Dashboard Superhog.
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- [ ] Story about having a currency exchange rate database in DWH
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- Equipment
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- [ ] Equipment
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- Bookcase for private office <https://www.ikea.com/es/es/p/billy-libreria-blanco-00263850/> x 1
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- Organizers for private office <https://www.ikea.com/es/es/p/tjena-organizador-escritorio-blanco-60395452/> x 4
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- Organizers for private office <https://www.ikea.com/es/es/p/vattenkar-estante-escritorio-blanco-20541568/> x 4
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- Post-its, pens, pencils, a couple boxes of white A4, scissors, tape, etc
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## Onboarding and Data Kickstart
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- [ ] Get access to staging environment for KYG-lite platform
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- [ ] Luisa Legal (has contact with Trust Keys) to get data map
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