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Pablo Martin 2024-01-19 17:16:39 +01:00
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@ -1439,7 +1439,7 @@ LEFT JOIN [report].[User] Payee ON VerPay.PayeeUserId = Payee.Id
LEFT JOIN [dbo].[VerificationRequest] VerReq ON VerPay.VerificationRequestId = VerReq.Id LEFT JOIN [dbo].[VerificationRequest] VerReq ON VerPay.VerificationRequestId = VerReq.Id
LEFT JOIN dbo.Booking Booking ON VerPay.VerificationRequestId = Booking.VerificationRequestId LEFT JOIN dbo.Booking Booking ON VerPay.VerificationRequestId = Booking.VerificationRequestId
LEFT JOIN dbo.Accommodation Acc ON Booking.AccommodationId = Acc.AccommodationId LEFT JOIN dbo.Accommodation Acc ON Booking.AccommodationId = Acc.AccommodationId
WHERE VerPay.PaymentDate > '2023-11-25' -- Jamie request payments after 25th November WHERE VerPay.PaymentDate > '2023-11-25' -- Adjust with the right start date
``` ```
And send it again to Jamie. And send it again to Jamie.
@ -1613,9 +1613,9 @@ After that, we go into support mode.
--- ---
Entities Entities
Guardhog technologies (UK) (has VAT, quarterly, standard not cash-based, GBP is base currency) (accounts@guardhog.com) used for a lot of purchases Guardhog technologies (UK) (has VAT, quarterly, standard not cash-based, GBP is base currency) (<accounts@guardhog.com>) used for a lot of purchases
| |
|- 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 |- 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
| | | |
|- Three subsidiaries (US, Spain (has VAT), Australian) |- Three subsidiaries (US, Spain (has VAT), Australian)
| |
@ -1629,24 +1629,19 @@ About 14ish bank accounts.
The whole payslip accounting stuff, we might need to do a template for the Spanish ones. The whole payslip accounting stuff, we might need to do a template for the Spanish ones.
Offices Offices
- UK, Stockbridge - UK, Stockbridge
- ES, Barcelona - ES, Barcelona
- Everyone else is remote - Everyone else is remote
Do we have codes for legal entities? Do we have codes for legal entities?
- Do we have somewhere to check timeline/milestone/status? - Do we have somewhere to check timeline/milestone/status?
- Are we only starting on April 1st live? Yep. - Are we only starting on April 1st live? Yep.
- 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. - 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.
- 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. - 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.
# 2024-01-09 # 2024-01-09
## Call with Humphrey ## Call with Humphrey
@ -1658,7 +1653,6 @@ Do we have codes for legal entities?
- Marketing needs data to look at hosts like users (LTV, CAC, active users) - Marketing needs data to look at hosts like users (LTV, CAC, active users)
- Pricing can be a massive profit lever if we reach the maturity of insurance companies, we need to aim for it - Pricing can be a massive profit lever if we reach the maturity of insurance companies, we need to aim for it
# 2024-01-10 # 2024-01-10
## Product catchup ## Product catchup
@ -1670,11 +1664,10 @@ Do we have codes for legal entities?
- Hiring - Hiring
- I tried with my contacts but got no interest so far - I tried with my contacts but got no interest so far
# 2024-01-11
# Now - [X] Ensure sync of all data git repos in DevOps so that Robinson can move them to the new data project
Invoicing Reformation Invoicing Reformation
- [X] Discuss plan with Amanda - [X] Discuss plan with Amanda
- Have her onboard and provide give responsiblity feeling - Have her onboard and provide give responsiblity feeling
- [X] Send big email - [X] Send big email
@ -1684,41 +1677,25 @@ Invoicing Reformation
- [X] Prepare Notion page with rough plan and status tracking - [X] Prepare Notion page with rough plan and status tracking
- [X] Prepare presentation for kickoff - [X] Prepare presentation for kickoff
- [X] Start creating gaps in Notion to fill during sessions - [X] Start creating gaps in Notion to fill during sessions
- [ ] Drop existing knowledge on inputs
- [ ] Ensure sync of all data git repos in DevOps so that Robinson can move them to the new data project # 2024-01-15
- Data Catalogue ## Product catchup
- [X] Finish brush up !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
- Mixpanel entries (add video from Louise meeting 2023-12-21)
- Reporting layer docs in Notion and confluence + stuff discussed with Robinson
- [ ] Make fancy email asking different owners to review the contents
- Core and Reporting Suite: Ben Robinson
- Hubspot, Hubspot Reports, Aircall, RevenueHero: Alex Anderson and Lianne Foster
- Mixpanel and Mixpanel Reports: Louise
- Airtable: Lourdes
- Xero and Iplict: on hold
- Stripe and Acquired: on hold
- [ ] Make big announcement + Quick Presentation Video
- [ ] Add CosmosDB to data catalogue
- Azure
- WIP
- PBI is now in version control
- Booking bugs
- Top visual has always been wrong
- Missing dates in master table
- Finance
- WIP, expected a million stories coming out of this
- Individual arch - Resolutions centre
- E2E with dbt - New app?
- Start creating stuff on Azure !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! - What's the backend?
- Continue documenting architecture !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
- Core Database access for Macusers # 2024-01-18
- Lourdes VPN status says disconnected, yet logs indicate that it is connected
- I found this: <https://learn.microsoft.com/en-us/answers/questions/1282475/azure-vpn-client-not-working-on-mac-book-2023-m2>
- 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.`
- [ ] Ask IT for <data-team@superhog.com> mail
- [ ] Place this in Backlog: <https://superhogteam.slack.com/archives/C06A52YUDM1/p1702557374922989>
- [ ] Add story to backlog about rough DealId compliance monitoring through quick and dirty weekly extract
- [ ] Story about checking for accounts with no deal id
- [ ] Story about report to spot non-matching pricing details across Dashboard Superhog.
- [ ] Story about having a currency exchange rate database in DWH
- Documenting sessions with Ben - Documenting sessions with Ben
- [X] List integrations - [X] List integrations
@ -1729,19 +1706,62 @@ Invoicing Reformation
- [ ] Review access management - [ ] Review access management
- [ ] Review change management for dashboards and semantic layers - [ ] Review change management for dashboards and semantic layers
- [ ] Deep dive into invoicing process ## Stripe session #1
- [X] Provide a heads-up into it to the wise men table
- [ ] Contrast thoughts with Cotte
- [ ] Set up kick off meeting
- Equipment - Dashboard summary: sometimes it's a bit delayed by one or two days. If you need 100% up to date, go to exports.
- We should explore the payments transactions exports, they look interesting.
- Multiple accounts reporting? Not possible natively, perhaps with plugins.
- 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.
Direct debits, perhaps finance could use this with lower fees?
# Now
Architecture
- [ ] Document dev ramblings
Invoicing Reformation
- [ ] Finish stage descriptions
- [X] Drop existing knowledge on inputs
- [X] Drop details on Stripe exports
- [X] Get access to Stripe from Louise
- [X] Clean up knowledge from sessions #2 in Notion
- [X] Clean up notes from session #3 in Notion
- [X] Make E2E process flow diagram and explainer
- [X] Send sessions for next week
- [X] Stripe exports with Jamie
- [X] Dashboard <> Stripe integration with Ben
- [X] Internal review discussion on issues list
- [X] Backlog discussion
- [X] Quick coffee with Amanda
- [X] Phase 1 summary in Notion + Email
- Data Catalogue
- [X] Make big announcement + Quick Presentation Video
- [ ] Add CosmosDB to data catalogue
- [ ] Add Stripe reporting as data product in data catalogue
- [ ] Add invoicing tool as Data Product
- I found this: <https://learn.microsoft.com/en-us/answers/questions/1282475/azure-vpn-client-not-working-on-mac-book-2023-m2>
- 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.`
- [ ] Ask IT for <data-team@superhog.com> mail
- [ ] Place this in Backlog: <https://superhogteam.slack.com/archives/C06A52YUDM1/p1702557374922989>
- [ ] Add story to backlog about rough DealId compliance monitoring through quick and dirty weekly extract
- [ ] Story about checking for accounts with no deal id
- [ ] Story about report to spot non-matching pricing details across Dashboard Superhog.
- [ ] Story about having a currency exchange rate database in DWH
- [ ] Equipment
- Bookcase for private office <https://www.ikea.com/es/es/p/billy-libreria-blanco-00263850/> x 1 - Bookcase for private office <https://www.ikea.com/es/es/p/billy-libreria-blanco-00263850/> x 1
- Organizers for private office <https://www.ikea.com/es/es/p/tjena-organizador-escritorio-blanco-60395452/> x 4 - Organizers for private office <https://www.ikea.com/es/es/p/tjena-organizador-escritorio-blanco-60395452/> x 4
- Organizers for private office <https://www.ikea.com/es/es/p/vattenkar-estante-escritorio-blanco-20541568/> x 4 - Organizers for private office <https://www.ikea.com/es/es/p/vattenkar-estante-escritorio-blanco-20541568/> x 4
- Post-its, pens, pencils, a couple boxes of white A4, scissors, tape, etc - Post-its, pens, pencils, a couple boxes of white A4, scissors, tape, etc
## Onboarding and Data Kickstart
- [ ] Get access to staging environment for KYG-lite platform
- [ ] Luisa Legal (has contact with Trust Keys) to get data map