Hey Nick, just checking if we're still on for that video call or if something came up
something came up. I will ping you when done and then we can go over what is needed to wrap up
sometimes it is better to text me if I am late or something. Usually will get a faster response from me when not in the office
Will do
SELECT campaign,SUM(esignedcontracts) as SignedContracts, SUM(edailyrevenue) as Cost FROM shield-legal-bi.aws_legacy_views.matview_financial_details
WHERE revdate between '2024-01-08' AND '2024-01-14'
AND customer Like '%Flatirons%'
GROUP BY campaign
SELECT ** FROM shield-legal-bi.aws_legacy_views.matview_financial_details
WHERE rev_date between '2024-03-11' AND '2024-03-17'
AND customer Like '%Flatirons%'
AND campaign Like '%Camp%'
Hey don't share the finacials with anyone
just talk about it with Brittanys team. They don't need to know anything about the investment amount just focus on the counts
Got it!
Here's the spreadsheet with the completed counts. I was able to work out the Camp Lejeune financial calculations and counts. Most everything I found seems to be a result of those flagged and in-process declines. One thing that stood out though is that the query against the financial_log returns a count of minus 1 for Camp Lejeune EO and a count of plus 1 for non-EO Camp Lejeune. I don't know if that one could have been processed incorrectly (week ending 4/28). Also, there was only one week I found where the investment amount listed in the spreadsheet was different from the results of the shield-bi queries (week ending 4/21 for CPAP).
Awesome great work! Can you get with Brittanyโs team to figure out the differences? Brittany said she was free this afternoon
Will do! Should I not share the reporting spreadsheet with them though as that has the investments?
Donโt share it with them
Just go over the time periods and you can use bigquery to help investigate
If itโs easier delete out the investment amount and calculated count columns and you can show them that
The financial number shouldnโt matter for them
Sounds good
Since Ryan is moving that meeting just keep working with David or on that stuff for him. Start looking at the ConnexOne tables in TIP BQ and start writing the SQL/Python to run it
Got it, I just wrapped up with David and he said he'll be sending us documentation outlining more specifically what he wants. I'll start looking at the Connex tables now.
Ya see what you can do from what you know now.
Iโll work on getting you a Looker login
Hey I just messaged Myjanhee about 1 duplicate still in there
Let me go check
She's not at her desk
Is her bag there? Can you ask if she is in today?
I know they leave early so I donโt want to wait for the vss to go home
Her stuff is there and she came looking for you a couple of hours ago. I'll check over there again in a bit.
Ok Cam needed her to run some pivots on an excel spreadsheet and then asked me to help her. I did it really quick and sent it to them.
Try to get her or anyone else on the team to review it and make the edit so I can run and send to Chris
Will do
She emailed me saying there are some issues with the pivots I sent her and then sent a new file but it doesnt look complete either. Can you get with her and update what ever she needs?
Sure thing, I'll head over there again now
This is the one with my pivots
Link to her new version of data : https://docs.google.com/spreadsheets/d/1etsYga08hNzA3neBBpi6dVdwN2E66awqiLo6gEvwfEE/edit#gid=1492934639
I just added all tabs into one All Data tab and then ran a pivot on that tab
filtered for anything with "flat" as a case type
to get just a flatiron only breakout and then the opposite for the others
not sure what she needs but please make any edits and then send it to me when done
She had someone helping her when I got there and said that her daughter's rushing her to leave. She said she'd send you what it is she wants changed and I asked her to include me.
I also reminded her about the duplicate but she said that was a separate issue
Ok thanks. Keep youโre eye out for that update from her. Once she sends it make the edits and send to me.
Feel free to head out if you want. Just keep an eye on your email and slack
Will do
Have a nice weekend
Thanks Nick, you too!
Evening, Nick! All Myjanhee sent me was a forward of her email thread to you asking to provide her with pivots against the new version of her data. I don't know if that's the fix she needed but I went ahead and repeated the process you described using that data anyways. Hope you're weekend is off to a good start!
Ok thanks!
Hey, the reporting worked when using your account. It's good to go!
cid ="tortintakeprofessionals.client.resource.owner" csecret= "3RsxCggviuYBdBZQ15DT1faJFOPRJLMG" uname= "nickmcfadden@tortintakeprofessionals.com" upass= "tip123"
def getlrauth(cid, csecret,uname,upass):
auth_url = '<https://auth.lawruler.com/tortintakeprofessionals/identity/connect/token>'
## Pass credentials
body = {'grant_type': 'password',
'username': u_name,
'password': u_pass,
'scope': 'openid profile read write offline_access',
'client_id': c_id,
'client_secret': c_secret
}
headers = {'Content-Type': 'application/x-www-form-urlencoded'}
# Execute authorization token request
auth_resp = <a href="http://requests.post">requests.post</a>(auth_url,data=body,headers=headers)
# Store Token Info
auth_data = auth_resp.json()
a_token = auth_data['access_token']
token_type = auth_data['token_type']
r_token = auth_data['refresh_token']
return a_token'
def getcasetypes(atoken): url = "https://apim.lawruler.com/tortintakeprofessionals/ApiList/GetCaseTypes"
headers = {
'Content-Type': 'application/json',
'Authorization': f'Bearer {a_token}'
}
response = requests.request("GET", url,headers=headers)
# Retrieve json response
json_resp = response.json()
data = json_resp['Data']
return data
Hey, Nick. I've noted the current status and lead id's for the records that look like they're causing the discrepancy between columns w and x. Let me know if there are any adjustments you'd like me to make.
Hey I havenโt heard from the CSPs that handle the BG cases. Can you ask to get the spreadsheet they are using to track the completed secondary interviews. It maybe the one tied to the Google forms that I made for them but not sure.
Sure thing! I switched to work from home after lunch (my little sister told me the ceiling of our first floor is leaking water beneath the master bathroom on the second floor) but if you know the names of who I should ask, I'll reach out to them right away.
Ok all good, just give me a heads up if something like that happens. I canโt remember their names so please ask Myjahnee
Will do!
I know they sit like right in front of the right hand doorway to that area
Just to give Myjahnee a reference
Myjahnee directed me to Henri Engle and Vernon Evans who supervise the CSP team. I've reached out to them on Slack and Gmail, I'll let you know as soon as I hear back from them.
Hey, Vernon got back to me saying that he'll try to help us out. He feels that it isn't something that the CSP team would have however as they don't complete sexual abuse interviews. Did you talk to someone from VSS maybe instead?
The ladies on that side called the lady who sits in that first row at the end. She said she would reach out with the document they use for tracking. Yes itโs VSS but when the status gets changed to โSecondary Interview Completedโ by the CSPs I believe and I think they are notating when they are making that change.
Hold on the lady is messaging me now
I'll start trying to put together a script that assigns the date the interview was completed from her spreadsheet to our custom report spreadsheet.
Lawruler API docs: https://support.lawruler.com/hc/en-us/articles/360042382314-The-Legal-CRM-API-Guide
Merged BG Spreadsheet:
Hey Nick! Is it alright with you if I work from home on my birthday (Thursday)?
Thanks! Are you team Android now or do you think your phone is fixable?
Waiting to find out if they can save it
Debating if I'm going to switch
Hey Nick, here's the completed financials. Nothing too irregular, just a couple of campaigns from the most recent weeks that were changed by +- 1 retained cases
Hey, Nick! Just thought I'd send you a message explaining how I compile the BGReport in case we don't get a chance to download today. My script goes through your custom report and fetches only the rows with the status 'Secondary Interview - Completed' (I attached a screenshot showing rows with various statuses as an example of what it's filtering out). It then looks through the VSSCompletions spreadsheet and finds the date the interview was completed for each of the rows from this result set.
Unfortunately this leads to about 2 or 3 dozen rows that don't have a date found as the VSS team occasionally uses a lead id from a status other than 'Secondary Interview - Completed' (the lead id is the matching identifier used between the two spreadsheets). For these ones, I go through the VSS_Completions spreadsheet manually, look them up and assign their dates.
So the report that I send off only includes rows which have clients who have completed their secondary interviews. Let me know if you have any questions or would like me to send off the report (it's complete now).