draft: Test/feature/financial metrics clv revenue #2
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Signed-off-by: even-wei <evenwei@infuseai.io>
Signed-off-by: popcorny <celu@infuseai.io>
iamcxa
changed the title
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Claude finished @iamcxa's task —— View job PR Analysis Complete ✅I've analyzed this PR which introduces financial metrics focusing on Customer Lifetime Value (CLV) and Revenue tracking. Here's my comprehensive review: 📊 Recce Analysis SummaryModel Changes Detected:
Profile Analysis:
🎯 Key Changes1. New Model:
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Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected
Changes Overview
Modified Columns
Downstream Impact
Affected Models
✅ Test Status
📊 Validation ResultsProfile Diff
Aggregated Metrics ComparisonCustomer Lifetime Value Summary:
Finance Revenue Summary (New Model):
Customer Segmentation Analysis:
Row Count Diff
🔍 Review Required
✅ Suggested Checks
🧭 Decision Guide
📋 SummaryThis PR introduces valuable financial metrics distinguishing between gross and net customer lifetime value, plus a new order-level revenue tracking model. The implementation is technically sound with: ✅ Zero data regression - all existing metrics remain unchanged ⚠ Key considerations before merge:
Recommendation: Request business stakeholder validation on the segmentation changes and clarify the order status filtering intent before merging. |
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@claude, check this PR to see if it contains any security issues, and make a table in the results so I can see them in just one eye. |
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Claude finished @iamcxa's task —— View job Security Analysis Complete ✅I've reviewed all 7 changed files in this PR for security vulnerabilities. Here are my findings: 🔒 Security Assessment SummaryOverall Risk Level: 🟢 LOW - No critical security vulnerabilities detected This PR introduces financial metrics and revenue tracking. The changes are primarily additive (new columns, new model) with minimal security risk. 📋 Detailed Security Findings
🔍 Positive Security Practices Observed✅ SQL Injection Protection: All queries use dbt's templating system ( 📊 Risk Breakdown by Category
🎯 Actionable RecommendationsHigh PriorityNone - no critical security issues found. Medium Priority
Low Priority
✅ Security Checklist
🧭 Merge Decision✅ SAFE TO MERGE from a security perspective The identified issues are informational and non-blocking:
Recommendations:
📝 Additional NotesAbout dbt Security:
Financial Data Considerations:
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@claude You are a picky senior engineer; you are too fastidious, so you don't even have any coworkers as friends. And now you are going to give this PR a "shock" validation at the code level and data level, |
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Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected
Changes Overview
Modified Columns
Downstream Impact
Affected Models
✅ Test Status
📊 Validation ResultsProfile Diff
Row Count Diff
Revenue Breakdown by Order Status
🔍 Review Required - Critical Issues🔴 CRITICAL BUG #1: Order Status Filter Inconsistency (
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@claude be efficient to understand this change, do lineage diff, schema diff and row counts diff, analysis based on these also the code change, and only do profile diff and query when necessary generate the report with modify:
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@claude be efficient to understand this change, do lineage diff, schema diff and row counts diff, analysis based on these also the code change, and only do profile diff and query when necessary generate the report with modify: show “[REQUIRED] 📊 Validation Results” only show the details when abnormal. |
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Claude finished @ijac13's task —— View job PR Validation Summary⚠ Anomalies Detected✅ No critical anomalies detected
Changes OverviewModels: 3 modified, 1 new, 0 removed Modified Models & Columns
Downstream Impact
📊 Validation ResultsStatus: ✅ All metrics within normal ranges Click to expand detailed metricsProfile Statistics
Coverage: 1,851/1,856 customers (99.73%) have CLV data Row Count Summary
🔍 Recommended Follow-Up ChecksHigh Priority
Medium Priority
Documentation
📈 SummaryThis PR introduces financial metrics separating gross and net customer lifetime value, plus a new order-level revenue tracking model. The implementation successfully adds new metrics without altering existing calculations. ✅ Strengths:
Recommendation: Review the order status filtering logic and finance revenue scope before merging to ensure they align with business requirements. |
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@claude Generate the mermaid to generate the graph of impact radius For each nodes, they are resources node in dbt. The model should check the row count diff. And show the [ - ] in the result. |
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Claude finished @popcornylu's task —— View job PR Impact Radius AnalysisTodo List:
Impact Radius Diagramgraph TD
%% Source Data
raw_customers[("raw_customers<br/>source")]
raw_orders[("raw_orders<br/>source")]
raw_payments[("raw_payments<br/>source")]
%% Staging Layer
stg_customers["stg_customers<br/>[1,856 → 1,856]"]
stg_orders["stg_orders<br/>[280,844 → 280,844]"]
stg_payments["stg_payments<br/>[330,273 → 330,273]<br/>🔄 MODIFIED"]
%% Core Models
customers["customers<br/>[1,856 → 1,856]<br/>🔄 MODIFIED"]
orders["orders<br/>[280,844 → 280,844]"]
finance_revenue["finance_revenue<br/>[N/A → 280,844]<br/>✨ NEW"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856 → 1,856]<br/>🔄 MODIFIED"]
customer_order_pattern["customer_order_pattern<br/>[1,856 → 1,856]"]
%% Define relationships
raw_customers --> stg_customers
raw_orders --> stg_orders
raw_payments --> stg_payments
stg_customers --> customers
stg_orders --> customers
stg_payments --> customers
stg_orders --> orders
stg_payments --> orders
stg_orders --> finance_revenue
stg_payments --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px,color:#000
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px,color:#000
classDef stable fill:#e0e0e0,stroke:#808080,stroke-width:2px,color:#000
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px,color:#000
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_customers,stg_orders,orders,customer_order_pattern stable
class raw_customers,raw_orders,raw_payments source
SummaryModified Models (🔄):
New Models (✨):
Downstream Impact:
Row Count Status:
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@claude only call out abnormal, one line for normal or stable things. suggested checks with a reason and a deep link in Recce |
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Claude finished @ijac13's task —— View job PR Validation Summary⚠ Anomalies Detected✅ No critical data anomalies - All row counts stable; new model created successfully ⚠ Logic Concerns Identified:
Changes OverviewSummary: 3 modified models, 1 new model | +5 columns | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments<br/>source")]
raw_orders[("raw_orders<br/>source")]
raw_customers[("raw_customers<br/>source")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273 → 330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844 → 280,844]"]
stg_customers["stg_customers<br/>[1,856 → 1,856]"]
%% Core Layer
customers["customers<br/>[1,856 → 1,856]<br/>🔄 +net_customer_lifetime_value<br/>🔄 renamed CLV"]
orders["orders<br/>[280,844 → 280,844]"]
finance_revenue["finance_revenue<br/>[NEW → 280,844]<br/>✨ +gross_revenue<br/>✨ +net_revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856 → 1,856]<br/>🔄 +net_customer_lifetime_value<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856 → 1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px,color:#000
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px,color:#000
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px,color:#000
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px,color:#000
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified Models:
✨ New Model:
Downstream Impact:
📊 Validation Results✅ All metrics normal - Row counts stable across all models; profile metrics show 0% change View detailed metricsRow Count Diff
🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Impact: Customer with 5 orders (2 completed $500, 3 pending $300) shows Suggested Check: -- Validate order count vs CLV calculation consistency
SELECT
c.customer_id,
c.number_of_orders as all_orders_count,
COUNT(DISTINCT o.order_id) as completed_orders_count,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o
ON c.customer_id = o.customer_id
AND o.status = 'completed'
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING all_orders_count != completed_orders_count2. Finance Revenue Scope Validation | Run Row Count Diff | Run Profile Diff Why: Impact: Revenue metrics include orders that are returned ($207K based on previous analysis), pending, or not yet shipped, leading to inflated revenue figures. Suggested Check: -- Analyze revenue by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * COUNT(*) / SUM(COUNT(*)) OVER (), 2) as pct_of_orders
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Revenue Constraint | Run Query Diff Why: Business logic dictates that gross revenue should always be >= net revenue (since net excludes coupons). Need to validate no violations exist. Suggested Check: -- Find violations where net > gross
SELECT
order_id,
gross_revenue,
net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)⚠ Medium Priority4. NULL Handling in Segmentation | Run Query Diff Why: Impact: 5 customers with NULL CLV misclassified as low-value customers. Suggested Fix: CASE
WHEN net_customer_lifetime_value IS NULL THEN 'Unknown'
WHEN net_customer_lifetime_value > 4000 THEN 'High Value'
WHEN net_customer_lifetime_value BETWEEN 1500 AND 4000 THEN 'Medium Value'
ELSE 'Low Value'
END AS net_value_segment5. Coupon Amount Calculation Logic | Run Profile Diff Why: Verify Suggested Check: -- Validate coupon_amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN coupon_amount != amount AND payment_method = 'coupon' THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method6. Data Quality Filtering Visibility | Run Row Count Diff Why: Suggested Check: -- Count filtered payments to understand data quality
SELECT
COUNT(*) as total_payments,
SUM(CASE WHEN amount IS NULL THEN 1 ELSE 0 END) as null_amounts,
SUM(CASE WHEN amount <= 0 THEN 1 ELSE 0 END) as zero_or_negative_amounts,
SUM(CASE WHEN amount IS NOT NULL AND amount > 0 THEN 1 ELSE 0 END) as valid_amounts
FROM {{ ref('stg_payments') }}📝 SummaryThis PR introduces financial metrics separating gross and net customer lifetime value, plus a new order-level revenue tracking model. ✅ Data Integrity: Zero regression - all row counts stable, new model created successfully with 280,844 rows
Recommendation: Review the suggested checks above to validate business logic alignment before merging. |
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Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ No critical data anomalies - All row counts stable; profile metrics show 0% change ⚠ Logic Concerns Identified:
Changes OverviewSummary: 3 modified, 1 new | +5 columns | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_customer_lifetime_value"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: Zero regression - all row counts stable, profile metrics 0% change
Recommendation: Validate the suggested checks above to ensure business logic alignment before merging. |
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Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ No critical data anomalies - All row counts stable (0% change); profile metrics stable (0% change) ⚠ Logic Concerns Identified:
Changes OverviewSummary: 3 modified, 1 new | +5 columns | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_customer_lifetime_value"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: Zero regression - all row counts stable (1,856 customers, 280,844 orders, 330,273 payments), profile metrics 0% change
Recommendation: Validate the suggested checks above to ensure business logic alignment before merging. |
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Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ No critical data anomalies - All row counts stable across all models ⚠ Logic Concerns Identified:
Changes OverviewSummary: 3 modified, 1 new | +5 columns | All row counts stable (0% change) Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified Models:
✨ New Model:
Downstream Impact: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency Why: Impact: Customer with 5 orders (2 completed $500, 3 pending $300) shows Recce Check: Query Diff - Order Status Consistency Validation Query: SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation Why: Impact: Revenue metrics include orders that may be invalid (returned, pending). Recce Check: Profile Diff - Revenue by Status Validation Query: SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint Validation Why: Business logic requires gross revenue >= net revenue (since net excludes coupons). Validate no violations exist. Recce Check: Query Diff - Gross/Net Validation Validation Query: SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling Why: Recce Check: Query Diff - NULL CLV Handling Validation Query: SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic Validation Why: Verify Recce Check: Profile Diff - Coupon Amounts Validation Query: SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: Zero regression - all row counts stable:
Recommendation: Review the suggested checks above to validate business logic alignment before merging. |
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Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ No critical data anomalies - All row counts stable across all models ⚠ Logic Concerns Identified:
Changes OverviewSummary: 3 modified, 1 new | +5 columns | All row counts stable (0% change) Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: Zero regression - all row counts stable:
Recommendation: Review the suggested checks above to validate business logic alignment before merging. |
|
Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ All preset checks passed - No data anomalies detected Validation Results:
Changes OverviewSummary: 3 modified, 1 new | +2 columns in customers, +1 column in stg_payments, +2 columns in customer_segments | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: All preset checks passed
Recommendation: All data validation checks passed successfully. Review the code-level concerns above to ensure business logic alignment before merging. |
|
Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ All preset checks passed - No data anomalies detected Validation Results:
Changes OverviewSummary: 3 modified, 1 new | +2 columns in customers, +1 column in stg_payments, +2 columns in customer_segments | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: All preset checks passed
Recommendation: All data validation checks passed successfully. Review the code-level concerns above to ensure business logic alignment before merging. |
…om:DataRecce/jaffle_shop_agentic into test/feature/financial-metrics-clv-revenue
|
Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ All preset checks passed - No data anomalies detected Validation Results:
Changes OverviewSummary: 3 modified, 1 new | +2 columns in customers, +1 column in stg_payments, +2 columns in customer_segments | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: All preset checks passed
Recommendation: All data validation checks passed successfully. Review the code-level concerns above to ensure business logic alignment before merging. |
|
Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ All preset checks passed - No data anomalies detected Validation Results:
Changes OverviewSummary: 3 modified, 1 new | +2 columns in customers, +1 column in stg_payments, +2 columns in customer_segments | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: All preset checks passed
Recommendation: All data validation checks passed successfully. Review the code-level concerns above to ensure business logic alignment before merging. |
…om:DataRecce/jaffle_shop_agentic into test/feature/financial-metrics-clv-revenue
|
Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ All preset checks passed - No data anomalies detected (based on previous validation runs) Validation Results from Historical Checks:
Changes OverviewSummary: 3 modified, 1 new | +5 columns | All row counts stable (0% change) Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified:
✨ New:
Downstream: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: All preset checks passed
Recommendation: All data validation checks passed successfully. Review the code-level concerns above to ensure business logic alignment before merging. |
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[WARN] dbt version mismatch. Local dbt adapter: 1.10.13 vs. Generated Manifest Recce SummaryManifest Information
Lineage GraphNo changed module was detected. |
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Claude finished @iamcxa's task —— View job PR Validation Summary⚠ Anomalies Detected✅ All preset checks passed - No data anomalies detected Validation Results:
Changes OverviewSummary: 3 modified, 1 new | +5 columns across models | All row counts stable Lineage Diagram with Impact Radiusgraph LR
%% Source Layer
raw_payments[("raw_payments")]
raw_orders[("raw_orders")]
raw_customers[("raw_customers")]
%% Staging Layer
stg_payments["stg_payments<br/>[330,273]<br/>🔄 +coupon_amount"]
stg_orders["stg_orders<br/>[280,844]"]
stg_customers["stg_customers<br/>[1,856]"]
%% Core Layer
customers["customers<br/>[1,856]<br/>🔄 +net_CLV"]
orders["orders<br/>[280,844]"]
finance_revenue["finance_revenue<br/>[280,844 NEW]<br/>✨ gross/net revenue"]
%% Analytics Layer
customer_segments["customer_segments<br/>[1,856]<br/>🔄 +net_value_segment"]
customer_order_pattern["customer_order_pattern<br/>[1,856]"]
%% Dependencies
raw_payments --> stg_payments
raw_orders --> stg_orders
raw_customers --> stg_customers
stg_payments --> customers
stg_orders --> customers
stg_customers --> customers
stg_payments --> orders
stg_orders --> orders
stg_payments --> finance_revenue
stg_orders --> finance_revenue
customers --> customer_segments
customers --> customer_order_pattern
%% Styling
classDef modified fill:#ffd700,stroke:#ff8c00,stroke-width:3px
classDef new fill:#90ee90,stroke:#228b22,stroke-width:3px
classDef stable fill:#e8e8e8,stroke:#999,stroke-width:2px
classDef source fill:#b0c4de,stroke:#4682b4,stroke-width:2px
class stg_payments,customers,customer_segments modified
class finance_revenue new
class stg_orders,stg_customers,orders,customer_order_pattern stable
class raw_payments,raw_orders,raw_customers source
Column-Level Changes🔄 Modified Models:
✨ New Model:
Downstream Impact: 🔍 Recommended Follow-Up Checks🔴 High Priority1. Order Status Filter Consistency | Run Query Diff Why: Validation Query: -- Check orders with non-completed status affecting CLV
SELECT
c.customer_id,
c.number_of_orders as total_orders,
COUNT(DISTINCT CASE WHEN o.status = 'completed' THEN o.order_id END) as completed_orders,
c.customer_lifetime_value
FROM {{ ref('customers') }} c
LEFT JOIN {{ ref('stg_orders') }} o ON c.customer_id = o.customer_id
GROUP BY c.customer_id, c.number_of_orders, c.customer_lifetime_value
HAVING total_orders != completed_orders
LIMIT 102. Finance Revenue Scope Validation | Run Profile Diff Why: Validation Query: -- Revenue breakdown by order status
SELECT
status,
COUNT(*) as order_count,
SUM(gross_revenue) as total_gross_revenue,
SUM(net_revenue) as total_net_revenue,
ROUND(100.0 * SUM(gross_revenue) / SUM(SUM(gross_revenue)) OVER (), 2) as pct_of_revenue
FROM {{ ref('finance_revenue') }}
GROUP BY status
ORDER BY total_gross_revenue DESC3. Gross >= Net Constraint | Run Query Diff Why: Business logic: gross revenue must be >= net revenue (net excludes coupons). Validate no violations. Validation Query: -- Find violations where net > gross
SELECT
order_id, status,
gross_revenue, net_revenue,
gross_revenue - net_revenue as difference
FROM {{ ref('finance_revenue') }}
WHERE net_revenue > gross_revenue
OR (gross_revenue IS NULL AND net_revenue IS NOT NULL)
LIMIT 20⚠ Medium Priority4. NULL Segmentation Handling | Run Query Diff Why: Validation Query: -- Check NULL CLV customers
SELECT
customer_id,
net_customer_lifetime_value,
net_value_segment,
customer_lifetime_value,
number_of_orders
FROM {{ ref('customer_segments') }}
WHERE net_customer_lifetime_value IS NULL5. Coupon Amount Logic | Run Profile Diff Why: Verify Validation Query: -- Validate coupon amount matches amount for coupon payments
SELECT
payment_method,
COUNT(*) as payment_count,
SUM(amount) as total_amount,
SUM(coupon_amount) as total_coupon_amount,
SUM(CASE WHEN payment_method = 'coupon' AND coupon_amount != amount THEN 1 ELSE 0 END) as mismatches
FROM {{ ref('stg_payments') }}
GROUP BY payment_method📝 SummaryThis PR introduces financial metrics separating gross/net customer lifetime value plus order-level revenue tracking. ✅ Data Integrity: All preset checks passed successfully
Recommendation: All data validation checks passed successfully. The schema changes are additive and intentional. Review the code-level concerns above to ensure business logic alignment before merging. |
ref to DRC-1996