:facepalm::skintone_4:
https://www.loom.com/share/f410edef8082406b9bffb58b96d720c1 @Brian Hirst, can you check into this ASAP for <#C03GKEAN2SD|camp-lejeune> @TIP Signed Contracts Alert not posting, we are not getting LP LeadIDs in LawRuler.
Sent a test, nothing passed, deleted the parameter and sent another test and it passed. I have no clue but it works now
@Brian Hirst, please make sure that is true for Sbaiti EO and non-EO contract
Ok, lets keep track on <#C03GKEAN2SD|camp-lejeune> channel, it should return to normal and post the sign ups. Maybe check the DLG/TC CLJ too, it has some example of no leadID as well.
It works as well. It may be because DLG/TC was switched to be an EO campaign and if they get moved to non-EO the Leadspedia Code won't follow along.
Could you please try to do any action on LP? IDK if it's down or just down for me
I’m not behind my desk for quite a few hours, maybe ping Luke or Mark to double check
How am I supposed to do that if Shield's domain will not allow the URL?
This report was started long before DL flatirons, should those be in there too? Or just the listed ones?
In order to backfill the old casetypes should I just go back a while to make sure those are in there? LR's report generator hasn't given me anything yet so hodl tight for the new ones
Ok, DL Rochen has been in there. So I need to do DLG TC EO. Those sign up dates will be a little out of wack. LR still hasn't spit out the report yet. Once it does the report will be done 10 minutes after
Yes, DLG TC and DL Rochen EO if not already in there
And possibly the 1 Flatiron one once Cam confirms
LR reporting is STILL down. In the meantime I'm wokring on fixing verticals and lead delivery methods for Cam so LR lead delivery responses are more comprehensive.
Once it get back up, to confirm, you want ALL contracts from ALL casetypes on the sheet, plus Rochen EO and DLG TC EO put into the raw?
Spoke it into existence. All attempts just came through
I'm at 6401 on the report. I don't see any Casetypes missing
@Brian Hirst, hope on here please real quick https://meet.google.com/upj-kbtg-dvw
Camp Lejeune EO - DLG - TC - Shield Legal
Camp Lejeune EO - DL - Flatirons - Shield Legal
Camp Lejeune EO - Dicello - Rochen - Shield Legal
Camp Lejeune - DLG/BCL/TC Radio - Shield Legal
Camp Lejeune - DLG - TC - Shield Legal
Camp Lejeune - Dicello/Ankin - Shield Legal
Camp Lejeune - Dicello (DLG/TC) (TIP) - Shield Legal
Camp Lejeune - Dicello (DLG/GWPB/TC) - Shield Legal
Camp Lejeune - Dicello - TC/GWPB 6 - Shield Legal
Camp Lejeune - Dicello - TC/GWPB 5 - Shield Legal
Camp Lejeune - Dicello - TC/GWPB 4 - Shield Legal
Camp Lejeune - Dicello - TC/GWPB 3 - Shield Legal
Camp Lejeune - Dicello - TC/GWPB 2 - Shield Legal
Camp Lejeune - Dicello - Rochen - Shield Legal
Camp Lejeune - Dicello - PAR - Shield Legal
Camp Lejeune - Dicello - Crump (TC) - BLX
Camp Lejeune - Dicello - Crump (DLG/TC) - Shield Legal
Camp Lejeune - Dicello - Crump (DLG/BCL/TC) - Shield Legal
Camp Lejeune - Dicello - Carson/Aaron - Shield Legal
Signed e-Sign FINAL
Signed e-Sign QA
Signed e-Sign
Signed e-Sign QA WIP
Current Cancer Report shows 6346 from 2021 to 1/5/2024.
Just came through 6565 is what it gave me
The more recent raw with 6565 are under the old ongoing
${Financial_Details.e_total_expense}/${Financial_Details.e_daily_leads}
@Brian Hirst, I will reschedule this for later in the week, the LR has us backed up today obviously. Luke was going to be unavailable anyways.
Is there a Link for this meeting? I'm not seeing one in the invite
Ok. Mike Taluco sent that meeting link at 11:32
I thought you guys were on the email chain, but it looks like you fell off. I’ll try you back in once I confirm the time for Tuesday.
App Engine Admin BigQuery Admin Cloud Build Service Account Cloud Functions Admin Owner Service Account Admin Service Account User Storage Admin Tech Support Editor
Invited you to join the fig meeting for custom fields to make sure we do it, right
Luke and I just dropped off. We're going to work on our Looker visualizations to be prepared for tomorrow. I'm going to take like 1.5 hours to walk around and get some food and cool down. Tony just blindsided me with a call with a Connex One tech services engineer coming at me asking why I hadn't set stuff up yet. Turns out he sent the email I was waiting on to an email that does not exist. Also, the CTO who said he would email me the other info I needed has been MIA despite multiple emails.
All good. I’m in LV and it’s a full day of blindsiding. It was a meeting just to work.
Can I have a session with Korbin next week after I finish all this Connex shit? There’s no rhyme or reason for how he does things and it’s just making more work for me. I just want to make sure he understands the whole flow top to bottom.
Please do, he pretends to understand but he really does need about 3 - 4 trainings and has to do it on his own and be checked a bunch. These newbies! Thank you.
What tables do the new verticals need to be added to in PGadmin? I saw you did "vertical fields" but did they need to be added somewhere else as well in PGadmin?
where you add the channel names for @TIP Signed Contracts Alert
Are we putting lead order verticals into Copper or only contract order verticals?
@Brian Hirst, good morning. For Maryland Juvenile Hall and Juvenile Hall Detention Facilities Verticals, can you pull the LR data for e-signs and get me the averages and data points by each tort?
Age Gender Zip code/city (No names, or PII)
Gender isn't recorded. Best bet would be pulling names and assuming
age is going to be ~6 months. I'm taking 2023 and subtracting birth year since we don't collect "age" we collect DOB
That will work, Google and Facebook age targeting are not 100% accurate anways. Google is in the 60% and Facebook is in the 90% range.
@Ryan Here you go. Age is correct. I forgot about "dateif" function in excel. Gender was tricky for 2000+ records. Used a bit of AI but it wasn't super reliable so I needed to audit it. Frequencies are to the right of each data point.
@Brian Hirst, have a quick quesiton for Leadspedia post outs
Mind hoping on for me real fast? https://meet.google.com/grv-fvba-yab
I have a bunch of questions about the TV Contracts. Advertisers, Naming, What's going where etc. LMK when you're getting into it and we'll get on a call.
For sure, let me do some checks on Mike’s TikTok app this morning, and I’ll ping you shortly in a couple hours
@Brian Hirst, just going to review my configurations in CTM, then will send you link to join me to discuss. I confirmed LP info for us...below are the LP Advertisers. Talk soon.
• LA County - ACTS • MD - Dicello • MD - Bailey Glasser • MD - Ben Crump and SSS is partner firm.
Juve TV
Wednesday, March 27 · 10:00 – 11:30am
Time zone: America/Los_Angeles
Google Meet joining info
Video call link: https://meet.google.com/xjy-ouib-nta
Or dial: (US)
Lawruler
LA Juvenile Hall Abuse TV - ACTS - ACTS - Shield Legal
MD Juvenile Hall Abuse TV - Dicello - Dicello - Shield Legal
MD Juvenile Hall Abuse TV - BG - BG - Shield Legal
MD Juvenile Hall Abuse TV - BCL - SSS - Shield Legal
Leadspedia LA Juvenile Hall Abuse TV Form Only - ACTS - Contract (TIP) LA Juvenile Hall Abuse TV Call Only - ACTS - Contract
Maryland Juvenile Hall Abuse TV Form Only - Dicello - Contract (TIP) Maryland Juvenile Hall Abuse TV Call Only - Dicello - Contract
Maryland Juvenile Hall Abuse TV Form Only - BG - Contract (TIP) Maryland Juvenile Hall Abuse TV Call Only - BG - Contract
Maryland Juvenile Hall Abuse TV Form Only - BCL/SSS - Contract (TIP) Maryland Juvenile Hall Abuse TV Call Only - BCL/SSS - Contract
The leads are going into LP but it is failing validations SDOUL9CB
@Brian Hirst, you cannot put a fake number or TEST into the name, otherwise it fails the TruePhone and TrueName and TrueEmail tests.
Alright. Sold I thought "test" being part of the name wouldn't matter
Yeah. They're still doing testing on it though. Lawruler hasn't been reliable as far as email automations go. I know Adam has been working iot
They haven't gone live with real time LR>Zapier>CNX1 to my knowledge yet.
I saw you changed the copper upload again I have a dr apt at 1
DBT can parse these from the raw table Nick created and make these new fields in the SQL table generated:
mcasetypevertical varchar [note: 'Parsed from Name field from LR'] mcaseuse varchar [note: 'Parsed from Name field from LR'] mmarketingfirm varchar [note: 'Parsed from Name field from LR'] mlitigatingfirm varchar [note: 'Parsed from Name field from LR'] mlead_source varchar [note: 'Parsed from Name field from LR']
Spent time with James and got our table created, data loaded and BOOM, ready to review with you, LUke and Nick in AM:
Run this query and you'll see the magic.
SELECT lct.id,
rates.**
FROM lr_case_types.lr_case_types AS lct -- Alias for lr_case_types table
JOIN tip_prod_application.io_lr_case_types_revenue_rates AS rates
ON lct.id = rates.lr_case_types_id -- Using aliases for table and column clarity
ORDER BY rates.lr_case_types_id DESC;
Or when you saved it what did you call it I should say.
It’s called DEV underscore, it should be in the shared queries
I put a test case type in Law Ruler just now, because I want to see the Joy sequel show me a row in the case types but a blank row in the other table because that’s what it’ll look like in the interface when they need to complete a new one
"Onstar Drive Tracking Lawsuit - 332" "UHC Optum Change Healthcare Data Br - 331" "State Farm Denial - 320"
Sorry, did not mean to drop early on you, thanks for letting me train you up with show and tell on this. Next week, you can focus on the lrcasetypes "seed date" updates to our table, I'll do Copper and SL financial details matching, Luke will work on TIP Connex One SQL
Can you add these to TypeForm for me and let me know when these are in and ready:
- LA Juvenile Hall Hall Abuse TV
- MD Juvenile Hall Abuse BG TV
- MD Juvenile Hall Abuse DL TV
- Shield Legal - MD Juvenile Hall Abuse SSS TV
Sorry I thought these would be submitted under the regular verticals
@Brian Hirst, all good. It's only me submitting these (testing if I can submit a fixed amount per day for the next 13 days of the TV flights)
Got it. I’ll set up channels as well so signings posts
Yeah it’ll just be me, you, Luke, Cam, Kris, Tony and Brett in the channel
Can you invite Mark Maniora to the CNX1 meeting. If TIP wants to use LR's email template for CNX1 integrations he'll be setting them up
First Name change:
LP: LA Juvenile Hall Abuse TV - ACTS / (DL/Flatirons) (TIP) - Contract LA Juvenile Hall Abuse TV - ACTS / (DL/Flatirons) (CTM) (TIP) - Contract
LR LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal
LP: MD Juvenile Hall Abuse DL TV - Dicello Levitt / (DL/Flatirons) (TIP) - Contract MD Juvenile Hall Abuse DL TV - Dicello Levitt / (DL/Flatirons) (CTM) (TIP) - Contract
LR: MD Juvenile Hall Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal
MD Juv Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal
LP MD Juvenile Hall Abuse SSS TV - Slater Slater Schulman/(Crump/Slater) (TIP) - Contract MD Juvenile Hall Abuse SSS TV - Slater Slater Schulman/(Crump/Slater) (CTM) (TIP) - Contract
LR MD Juv Abuse TV - Slater Slater Schulman - Crump - Shield Legal
MD Juv Abuse TV - Slater Slater Schulman - Crump - Shield Legal
I'm on the DBT call, had a quick call with Nick and just got a slew of ad hoc tasks tackled, should we push this to later?
Yeah I saw you cancelled it yesterday. I am wide open tomorrow.
My internet is out. On the phone with spectrum. If I can’t get it figured out in 20 I’m going mobile
A tech is coming at 4-5 I’m headed to Pete’s in the meantime.
Idk what Quint is on about. Those verticals he said were changed were already like that. Look at <#C06QWCHHUCR|state-farm-denial> for example, there are isl runs in there.
Just one erred entry breaks the whole thing, he was suggesting to me on the side that maybe we should fix that. I told them we need to figure out how to do it in Google cloud project soon, don’t worry about it.
Real fast, hop on this, got an update on Connex One
I’ll explain tomorrow, have to get over a bump first. Dialer stuff.
The city shut off our water last night to find a leak and I called them and they don't have a timeline for it turning back on. I'm gonna go to the desert at like 2 bc I can't cook or shower. Can we talk about the dialer before then?
Hey, I'm in the weeds with getting TIP Staffing revenue into TIP AWS dashboard. Lets push this meeting to Monday / Tuesday so I'll be in my home office with my big ass screens for engineering.
Sounds good, I have about 2.5 more hours of LP>LR integrations and then I can jump into looker.
That 15 minute call I scheduled can be whenever, I just had some questions about the filters and wanted to walk through the process real quick to make sure everything was good. The contracts are done I just need to do the busy work portion of the delivery methods now
Want me to move to 11:45? or we can do at the start of the TIP LR cases types meeting?
Nah, we can knock out it out at the time you setup.
```--GET FILTERED ROWS / Testing the WHERE clause SELECT ** FROM tipprodapplication.iolrcasetypesrevenuerates WHERE (casetypename LIKE 'Camp Lejeune%' AND casetypename NOT LIKE '%95%') OR (casetypename LIKE '%Firefighting Foam%' AND casetypename NOT LIKE '%PFS%') OR casetypename LIKE '%Ozempic%' ORDER BY lrcasetypesid DESC;
--SEED THE TABLE FOR POST RETAINER - UPDATE ROWS BY CASE TYPE UPDATE tipprodapplication.iolrcasetypesrevenuerates SET iocasetypebillable = true, iocasetypebillablerate = 112, ioagentcommissionrate = 40, iocasetypecategory = ' ', iocasetypecategorypoints = 0, iocalltimeminuterate = 2, iocalltimeflatfee = 0 WHERE lrcasetypesid IN ( SELECT lrcasetypes.id FROM lrcasetypes.lrcasetypes LEFT JOIN tipprodapplication.iolrcasetypesrevenuerates ON lrcasetypes.id = iolrcasetypesrevenuerates.lrcasetypesid --WHERE lrcasetypes.id = 1714 WHERE (casetypename LIKE 'Camp Lejeune%' AND casetypename NOT LIKE '%95%') OR (casetypename LIKE '%Firefighting Foam%' AND casetypename NOT LIKE '%PFS%') OR casetypename LIKE '%Ozempic%' );```
```--GET FILTERED ROWS / Testing the WHERE clause SELECT ** FROM tipprodapplication.iolrcasetypesrevenuerates WHERE (casetypename LIKE 'CPAP%'AND casetypename NOT LIKE '%Census%') OR (casetypename LIKE '%Paraquat%'AND casetypename NOT LIKE '%e-Sign%') ORDER BY lrcasetypesid DESC;
--SEED THE TABLE FOR POST RETAINER - UPDATE ROWS BY CASE TYPE UPDATE tipprodapplication.iolrcasetypesrevenuerates SET iocasetypebillable = true, iocasetypebillablerate = 172, ioagentcommissionrate = 100, iocasetypecategory = ' ', iocasetypecategorypoints = 0, iocalltimeminuterate = 2, iocalltimeflatfee = 0 WHERE lrcasetypesid IN ( SELECT lrcasetypes.id FROM lrcasetypes.lrcasetypes LEFT JOIN tipprodapplication.iolrcasetypesrevenuerates ON lrcasetypes.id = iolrcasetypesrevenuerates.lrcasetypesid --WHERE lrcasetypes.id = 1714 WHERE (casetypename LIKE 'CPAP%'AND casetypename NOT LIKE '%Census%') OR (casetypename LIKE '%Paraquat%'AND casetypename NOT LIKE '%e-Sign%') );```
I ran this SQL and it worked, table didn't have any casetypes that should not have been in there as far as I could tell. I'm switching back to integrations til I finish then I can do the rest
Should we do a 30 minute meeting with Shane to kick off? Think we can explain the project and set an agenda in that time?
I'll setup a retool sign up meeting for you and me tomorrow, then yeah, we can setup the first session to go over our project.
Will reschedule, sorry, was stuck with Nick Ward on Integrations Project Managemenst stuff
I'll be on a little after we start, headed to coffee shop for this session and some lunch.
If you go to the retool editor>code icon (on the right) then look at the 2 queries in there. I made a "get all records" query to do exactly that, and then we can write queries that reference THAT data pulled into retool instead of referencing BigQuery data. Much simpler way to do things. That's what Shane was referencing in the latest email.
Awesome, get that platform rigged up and let me know when you want to meet to review. Sounds like a easier way to "display" the data in this screnario.
Awesome seeing the case types in the drop down, look foward to them loading into the left-pane to edit and update. 🙂
Yep! I think configuration will be ready for the main 4 nav tabs by next week
Had a great meeting with Shane earlier today. We went over data connections again, best practices for query-ing data already inside retool vs query-ing bigquery every time, and altering existing data in big query FROM retool which I believe will be our first use case in a PoC we can go over Friday
OK, Turns out I was doing the GUIs properly in Retool but Retool did not have permission to write into the bigquery tables. Shane is fixing those permissions as we speak, he said he hasn't come across it before 🤷♀️, he is also sending along information on how to properly embed looker tables into retool securely.
Awesome. Is the app actually updating the TIP BigQuery table?
Have we set up the user test yet, using your tip email to make sure that team can only see what we want them to see?
So we can have Tony and Nick Ward manage the people to update pricing.
I'm going to delete some unnecessary fields from that dashboard and I need to match all the columns up and double check mapping
I've been using "Admin Review" Casetype for my tests
Let me know what you think on the recommendations.
Will do! It still has a bunch of buttons we don’t need. I’m just happy I figured out a template we can build off. Mr Potato Head-ing now
Great, good news is this software is internal, so we can roll out "Alphas" to make our internal customer happy, while we "make better incrementally".
Morning, having problems with one of our contractors so I will be handling the morning routines likely today and resolving that issue. So I will push out our portal meeting later in the morning.
Sounds good, I'm making some final touches and it's pretty sick!
Awesome, soon as Tony and team can login to update the prices, I'm working on the SQL to pull the prices into a SQL generated query result so I can simply "create the UPDATE statement" for each LR Case Type to update TIP Financial Log database. That will be some of the code we need to update the new, future DBT tipfinancialbillable_leads table.
@Brian Hirst, hey, your app is not showing all case types, that dropdown box should come from the lr_casetypes LawRuler pipeline:
PA Juv Hall Abuse - Lakin/AFG - Levinson - Shield Legal is not there, etc.
I get the casetypes from tipprodapplication.iolrcasetypesrevenue_rates and it displays the casetypes available in there since that is the table that the app is editing
I'm doing morning numbers in replace of Luke, let me push.
Ok, Ping me when done and we can hop on that same one?
Figured it out. log in with ryan@tortintakeprofessionals.com
I edited "all users" to have access to nothing inside of retool and then created a group that could only see the app and nothing else
@Brian Hirst, here is what I see. https://www.loom.com/share/810ec443bb094cbb87700c82391ebffc
can you find out how an external user can login and ONLY see the interface like below, and not the Apps area? if that is possible?
I fixed the permissions for using the BigQuery connection so the app should work as intended now, working on the part where you login in and have the app itself display instead of clicking on it to get there
@Brian Hirst , great work. Look forward to testing it when you get it ready
Can you try out the app again using ryan@tortintakeprofessionals.com? I believe both things have been addressed
Data is populating now since I added access of the retool>bigquery connection to that group, and now when you log in you go directly to the app, not a selection of the app
@Brian Hirst
- Move Icon to left
- Rename Static Text header to "LawRuler Case Type Pricing" in the yellow box
- Can we sort the Case Types drop down box by the LR case type ID descending, so that newest ones show up first? That will let TIP team go in sequential order to update the pricing on new ones if they , and likely will, do it in batches daily. https://www.loom.com/share/2df14ddbd75a47e99f35076817a402f7
*Thread Reply:* @Brian Hirst, how you coming on these changes?
*Thread Reply:* Working on the sorting. Going through Ala SQL docs for that. I’m at the dentist RN but getting back into it when I get home
But "as is" it's ready for next week. I'll setup meeting with @deleted-U04HFGHL4RW and @deleted-U05EFH3S2TA.
Will do! Newest descending will be some SQL trickiness but I’ll figure it out
@Brian Hirst, did find one issue that is important to fix before those "nice to haves" above: https://www.loom.com/share/88e82252c2da46bdb86bf6b2cdb4ab1c
Working on the above, it's weird, I can see the logo on mine
App is 99% there! one little thing I'm trying to change that came up but all things you brought up have been addressed
As you can see there are 2 "current billable rate" boxes I didn't know which one you liked better.
@Brian Hirst, let me play with it for a bit but is the yellow header been made larger for a design reason? And I like the one in "blue".
Cool Yellow header will go back to normal size once I remove the other “current billable rate” box. The formattting is finicky and I didnt want to mess with it again until I had all the fields
Great. Is there anyway to force the platform to "auto-refresh" the data it pulls after each click of the Save Case Details button?
I just tried to save 152 / 80 / 6 / 10 / 10 / 2 value for the top 3 ones in the drop-down box, and they did not save:
That might have to do with it only being able to update every 5 minutes
@Brian Hirst, the iocasetypebillable_rate did not save. Watch this video coming...
Test the first 3 in your drop-down and watch this.
I broke the billable rate query so I'm fixing that
Right now we only insert integers into the table bc that column only accepts integers. To get that column to accept a float the scema's type would need to be modified
I am referring to the iocalltimeminuterate
Alright. I'm ready for the meeting at 2. I believe I have all the kinks worked out minus the integer vs float on the minute rate field
Awesome, I'll let you demo it from "login" to "cycle through 3 case types and show them how it works". Then we can get them access, have them work on them from most recent to backwards.
And maybe we offer a one time "SQL update of "parent case types" prices if he gets overwhelmed by the "backfill".
I know Juve Abuse is all 152, 80, etc. No matter what state or facility type for example.
That should probably be done in BigQuery. They'll have to send over the stock pricing list vs modified pricing list I guess
I updated the screen layout on TIP Ops App (TIPOA) so that you can "tab" in sequence through all fields and land on "Save" button. Making it pretty fast to select a case type, tab through, save and move to next.
Ok I’ll test it at speed to see if all the changes make it into BigQuery. I’m trying to figure out how to reflect the BigQuery table changes in the app without refreshing but it’s a little temperamental
Great. Please make sure the modified_date is updated too when we click "Save".
I also added the field to our iolrcasetypesrevenue_rates table, so if you can expose and add the fields below?
Make sure they load and update the table upon hitting save. You can put them in the area noted below in the red box:
• ioagentoverideactive (True or False slider button like we did for Active) • ioagentoveridecommission_rate - A correct "FLOAT" field for an override rate.
I got the modified date column to update but right now it is UTC. Figuring out how to add or minus time from there. I waited until TIP was gone in order to not mess with their use of the app
and to answer your question about what language retool uses for mapping, it is called moment.js which seems to just be javascript
Got it. Perfect. If the database is at UTC, we can convert the time other places.
You available to join this call for some Campaign Name uidpates in LP webhooks @Brian Hirst?
Case Type Naming Convention Review
Monday, September 9 · 3:00 – 4:00pm
Time zone: America/Chicago
Google Meet joining info
Video call link: https://meet.google.com/kch-mmgo-wcc
Or dial: (US)
Can you have Chris add me to the DBT call?
@Brian Hirst, you around for a quick 10 minute video status update on BI dev?
I have a 10:45 hour meeting, this is jus some quick show and tell.
From Cam, this is what the Retool Shield External Dashboard portal should look like:
The UI, the insights, etc. These are technically a competitor but are doing it with some slick tech-leaning marketing.
Can you post the Slack alert manually for lead 606872 in the Paraquat channel? @Brian Hirst
@Ryan please give brian@shield-legal.com admin access in looker
I broke the app, it's somewhat fixed now but the new bottom fields aren't functional at the moment. Looker embed isn't wanting to work with our current account set up but Shane gave me about 15 articles to figure out how to work around. I've been sick as a dog the past three days but feeling slightly better today. That's my tech update as of right now.
@Brian Hirst, need that app fixed by EOD tomorrow so it saves records. Pricing Audit is about wrapped up and Malissa will need to update "new items from 9/25/2024"
Alright, app is fixed. Can you go through tell me which fields are necessary for the app to run? I can have the "execute" button un clickable until those fields are populated
IDK the significance of a lot of those fields and I wasn't sure if all of them always get filled out.
We were debating if we should have the "hard costs / expenses" grayed out, ask her. Might be good for now to keep them the same. I'm updating the IO table in bulk for all the new fields.
@Brian Hirst, got a field you need to add to the View and give it ONLY 3 options in a drop-down box to use as the value:
Field:
tort-intake-professionals.<a href="http://tip_prod_application.io">tip_prod_application.io</a>_<a href="http://lr_case_types_revenue_rates.io">lr_case_types_revenue_rates.io</a>_tip_service_type
Values:
- CRQ
- RET
- POST
@Brian Hirst, watch this video. Shared BigQuery Google Sheet (real time sheet reflecting our iocastypesrevrates table data. Please fix issue in video:
Gotcha. The “new billable rate” part doesn’t reflect anything in the table, it only writes to the table. Would displaying the current billable rate there as well help? Or do you want it to be zero?
I know, but would it be more helpful if it also displayed the value there or would you like it to 0 out once the GUI runs
Morning! So just to make sure I'm not confused, Cam and Shield owe you the 2023 10K bonus, along with confirming we leave it in place in 2024 and beyond. Just making sure I have it straight. Thanks @Brian Hirst
Yeah, he probably got an offer to join a customer, he was sharp.
Something happened to the Flatirons order dash?
I think changes are being made since they only work outside of dev mode
@Brian Hirst, if borken in dev mode, that means your code changes broke it
Your user was not permissioned to see it, try the dashboard link now:
OK. I'll keep messing with it. Also, check out the TIP app. Requested changes have been made
I'll use it with Malissa on Friday, we'll record it and see how it works.
@Brian Hirst, here is a 9:40 video, watch first 2-3 minutes then at the 9:00 minute mark, we have a request for interface UI update, grouping Case Service Type with the Case Type names, billable rates and effective dates.
@Brian Hirst Happy Thanksgiving. Thankful for you, the work you have done and the teamwork to get the portal project to this point. Have a great holiday!
And what's the latest on Looker Embeds with Re-Tool for Shield?
Happy Thanksgiving! I've been messing with permissions in looker and retool. Right now the idea is that I will create a login for each person that needs to see the dashboards, login for them on looker with a PW they do not know, then they will be able to see looker displaying what we choose in a white labeled retool portal if the browser they are using is logged into that email. Another option is I can create a login page inside of retool. I like this option better, but I need to make sure the permissions as what the user can see are limited perfectly inside looker.
We have flatirons-dashboard@shield-legal.com setup for client login / auth, so whether they see that login or not, that login authorizing us into Looker Enterprise keeps us "in our license agreement" since we did not pay for "Looker External Embeds".
In Retool, you can expose many rows from a table on one screen and allow editing for a "series" of rows grouped together by following these steps:
- Add a Table Component • Drag a Table component from the Retool component panel onto your canvas. • Bind the table to your data source. For example, if your data source is a SQL query, bind the query result to the table: • {{ yourQueryName.data }}
- Enable Grouping in the Table
• Retool tables don’t have built-in grouping like pivot tables, but you can simulate grouping by creating a computed column or by pre-grouping the data in your SQL query.
• Example SQL query for grouping:
• SELECT groupcolumn, othercolumns, COUNT() as count
• FROM yourtable
• GROUP BY groupcolumn, other_columns
• Alternatively, create a **custom column in Retool with a group key (e.g., using a
group_id). - Enable Editing • Toggle on the Editable option for the table in the Table component settings. • This allows editing of specific columns directly within the table.
- Set Up Bulk Updates
• Use the "Bulk Actions" feature or a "Save Changes" button:
• Track the edited rows using the table's
recordUpdatesproperty: ◦ {{ table1.recordUpdates }} • On clicking the "Save Changes" button, write a query to update the database with the modified rows: • UPDATE your_table • SET column1 = {{ recordUpdates.column1 }}, • column2 = {{ recordUpdates.column2 }} ◦ WHERE id = {{ recordUpdates.id }} - Filter Rows by Group • Add a Dropdown, Search Input, or other filter control to filter rows by group. • Bind the filter to the table's data: • {{ yourQueryName.data.filter(row => row.group_column === dropdown1.value) }}
- Expose and Link Grouped Rows • Use additional Retool components (like a separate table, form, or modal) to show or edit details for rows within a group: ◦ When a group is selected (e.g., via a row click in the table), filter or display detailed rows in a secondary table or form. • Example: • Primary Table (Groups):SQL query: • SELECT groupcolumn, COUNT() as count • FROM yourtable ◦ GROUP BY groupcolumn • **Secondary Table (Rows within Selected Group):SQL query: • SELECT ** • FROM yourtable ◦ WHERE groupcolumn = {{ table1.selectedRow.data.groupcolumn }}
- Validation & Confirmation • Add validation for edits by using JavaScript in the “Save Changes” button or use modal confirmation dialogs before applying updates to grouped rows. This approach ensures you can view, edit, and bulk-update rows grouped by a specific field or logic within the Retool environment. Let me know if you need further clarification!
In <a href="http://Retool.com">Retool.com</a>, how do I expose many rows from one table in one screen to edit a "series" of rows that are grouped together.
I haven’t been added to the call you mentioned in the email chain with Cam and Yan
Bryan, do you mind making sure we have notetaker on in the Google meet for the shield and Google meeting. I’ll review it after, I’m just tied up at a doc appointment.
A googler recorded the meeting and had a notetaker on it. He said he'd send it out
Wanting to get us back into google. They were saying the issue was we were optimizing around form fills, not offline events, like when contracts were signed.
LOL, pushing their clone product of Facebook and TikTok. Soooooo Google
I wasn't really buying it, but it sounds like we are going to give them KPIs and they are going to give us an agent to hit those KPIs
Mike is still managing the ad network offline events apps right?
They made it sound like we were dumb for not capturing parties that partly filled out forms, but I pointed out that our forms were 4-6 questions. I believe he is
Soo Google, such idiots. We'll see, it's the User Experience. We should ONLY try the FB-esque Google Mobile App Feed as the starting inventory. Google Search is too expensive I think, we'll see.
Slogging through making all the custom queries for the Status rates tab in the tip app
Great, lets get TIP App menus all done ASAP, I'll dial you in to TIP meeting shortly.
I think I was assigned a new retool helper. This turnover is crazy.
Ugh. I will talk to ByteCode about this, but send email to get another.
They email intro’d themselves. I’ll send an email to the old agent to confirm though
CASEWHEN iobillablerate IS NOT NULL THEN newvalue -- Update only if NOT NULLELSE iobillable_rat
there's 2fa on DBT right now and I think the code was sent to your phone
But it was missing Wood Pellet data in BigQuery, please see if those two show up in the leadspediaallcontracts table.
5 minute call? I feel like I need to talk this through before responding.
Can you make sure all new verticals are in TyoeForm? Los Padrinios
Let the guys know it’s in there and all new ones too. Tell them to search a few words for it.
Can you remove the media buyers from analytics? There’s clients in there. It’s not letting me remove them
It edits this table for now but I can change it to edit the other table but we will need some SQL to handle which values we want populated in the inserted rows. The app will not let you insert new rows that have matching Media buyer and Vertical Values BUT I am working on an update SQL the media buyers can use once they are able to see the table via looker in retool. It's very simple. I'm still working on copy pasting ALL the verticals into the app as it incredibly tedious as they need to be added as a new option every time and it takes about 30 seconds per. 400 something verticals, you get the idea.
We were on for about 1.5 hours earlier and it looks like everything is working except Chowchilla. Just slow
Hey Ryan, my grandpa had to have an emergency heart surgery at Queens hospital in Honolulu Monday so I flew out here yesterday. He has another one tomorrow morning so I'm going to take my grandma to the hospital tomorrow morning. It seems like he's going to be fine but I'll be running around here for her til Sunday. I won't be making the call tomorrow. I was curious who's going to be using the status rates table app so i can have a call with them to show them how it works on Monday.
Melissa Phillips, will use that table. The meeting is about getting a portal for revenue adjustments for cameron, I thought thoughts and prayers are with your family. Let me know when you think you’ll be free.
@Brian Hirst, don't forget to setup or confirm my login for Retool Admin, if I do not have ryan@shield-legal.com ready, then please add that as admin user.
ryan@brandlytics.io is an admin. Do you want ryan@shield-legal.com too?
ryan@shield-legal.com is in there too. can't hurt
Brian, I cannot get your Case Types pricing to show "Backpage CityXGuide Sex Trafficking" so Malissa can add call costs, can you fix that and make sure that doesn't break in future ASAP?
I'm not seeing in bigquery either. If it's not in bigquery it can't be in retool
Just saw the email, working on status rates table now. I want it to work using more than one identifier. I’ve been in contact with Malissa about it