Hi Ryan. I wanted to give you a friendly heads up that I went ahead and texted Joe in order to have PGAdmin installed for my PC so I can start helping with the S1's and declines starting Monday. Once he gets back to me and I have it installed (since from what Aidan told me, we need admin permission to install certain programs which has to go through Joe for that). So once I got that installed I can start helping which I hope he gets back to me about this today.
Just wanted to point that out there since I know this is an important task and I am hoping Joe gets back to me about it today since there are times from my experience he doesn't get back to me til a different day
@deleted-U06C7A8PVLJ, thanks for the follow up and sounds good.
You're welcome @Ryan He got back to me thru text and stated he is working on that but seems like he is having issues at the moment and will get back to me later on - update
Hi Ryan. I had a question for me getting things set up. I was told someone else had to get an AWS account created for them to use PGAdmin; if that is the case I wanted to know if one has been created already or if that is still in the process so that hopefully when Joe gets back to me everything will be good to go for that
Once you have your PG Admin, I will get you, your PG Admin POSTGRES database login and password, url, db name, etc. and AWS Accounts. or James Turner will,
I'll handle those User Adds, Joe handles "client software" like PG Admin.
Keep this private, for TIP AWS Lightsail > PostGres DB for PRODUCTION:
db_un: dbmasteruser
db_pw: Q`7B2(R8d`;m`n}l%kj2M7q^S&:}1z,F
db: tip_master
port: 5432
server: <a href="http://ls-ee79dd780a352064468e4dc5bfef3cbc5675526f.cezd6k0feuf4.us-west-2.rds.amazonaws.com">ls-ee79dd780a352064468e4dc5bfef3cbc5675526f.cezd6k0feuf4.us-west-2.rds.amazonaws.com</a>
Okay aidan showed me how to add that stuff into postgres and looks like I can pull stuff now. He is going to show me how to work on the S1's tomorrow as well (I know you trained me and showed me video but just in case as well)
Also Joe texted me to let the team know that when they request assistance from him to text him that they are available. Then when Joe gives the green light to reboot their computer, login and just wait for him to take control of their computer and he will do the rest.
Sounds good, ty
Thank you ! I will run this tomorrow since Aidan was kind enough to run it this morning for me. I will start with S1s and then declines
Got a cool SQL challenge for you that will come up soon if you have 5 minutes for me to show you...
```-- FIND & DELETE TEST NAMED LEADS SELECT ** FROM public.financiallog WHERE (LOWER(firstname) LIKE '%test%' OR LOWER(lastname) LIKE '%test%'OR LOWER(casedescription) LIKE '%test%' OR LOWER(currentassignee) LIKE '%test%') AND lrleadid <> '64829' AND LOWER(casedescription) NOT LIKE '%testicular%' --AND currentstatus NOT LIKE '%DECLINED%' ORDER BY typeofcase,lastname ASC;
-- FIND MISSING S1s in TIP DB SELECT ** FROM public.financiallog WHERE signeddate = CURRENTDATE - INTERVAL '1 day' AND currentstatus LIKE 'Signed e-Sign%' AND (leadsource LIKE 'Shield Legal%' or leadsource LIKE 'No Billing%') ORDER BY typeofcase,last_name ASC;
SELECT signeddate, 'BCL - ML - 491 - 1643' as AltID, firstname, lastname,'S1:'as S1Label, lpleads1,lpleadid,typeofcase,lpcontractid FROM public.financiallog WHERE signeddate = CURRENTDATE - INTERVAL '1 day' AND currentstatus LIKE 'Signed e-Sign%' AND leadsource LIKE 'Shield Legal%' AND (lpleadid = 'Referral' OR lpleadid = 'TV' OR lpleadid LIKE '') ORDER BY typeofcase,lastname,lpcontractscheduledow_price ASC;
-- FIND MISSING S1s in TIP DB SELECT typeofcase, COUNT(typeofcase) as lrcasecount, lpcontractid, lpcontractname, COUNT(lpcontractid) AS lpidcount, CASE WHEN COUNT(typeofcase) = COUNT(lpcontractid) THEN 'True' ELSE 'False' END AS arecountsequal FROM public.financiallog WHERE typeofcase LIKE '%Flatirons%' AND leadsource LIKE 'Shield Legal%' AND signeddate = CURRENTDATE - INTERVAL '1 day' --AND currentstatus LIKE 'Signed e-Sign%' --AND lrcasecount <> lpidcount GROUP BY typeofcase,lpcontractid,lpcontract_name;```
Hey @Ryan here is the SQL query I came up with let me know if it looks correct or if you have any questions.
```-- Update case names in public.financiallog table UPDATE public.financiallog SET typeofcase = CASE WHEN typeofcase = 'BG - Sex Abuse - Illinois' THEN 'Illinois Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' WHEN typeofcase = 'DL - Flatirons - Sex Abuse - IL' THEN 'Illinois Juvenile Hall Abuse SEC - DL - Flatirons - Dicello Levitt' WHEN typeofcase = 'BG - Sex Abuse - Michigan' THEN 'Michigan Juvenile Hall Abuse SEC - BG - DL - Flatirons - Bailey Glasser' WHEN typeofcase = 'DL/Flatirons - Sex Abuse - New Hampshire' THEN 'New Hampshire YDC Abuse SEC - DL - Flatirons - Dicello Levitt' WHEN typeofcase = 'BG - Sex Abuse - New Jersey' THEN 'New Jersey Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' WHEN typeofcase = 'DL - Flatirons - Sex Abuse - NJ' THEN 'New Jersey Juvenile Hall Abuse SEC - DL - Flatirons - Dicello Levitt' WHEN typeofcase = 'BG - Sex Abuse - Pennsylvania' THEN 'Pennsylvania Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' WHEN typeofcase = 'DL - Flatirons - Sex Abuse - PA' THEN 'Pennsylvania Juvenile Hall Abuse SEC - DL - Flatirons - Dicello Levitt' -- Maryland Juv Hall Abuse Sec will be manually created and duplicated within law ruler to prevent issues with LR lead ID key -- Maryland Juvenile Hall Abuse SEC - BG - DL - Flatirons - Bailey Glasser will be imported into the database with next automated update WHEN typeofcase = 'BG - Sex Abuse - Maryland' THEN 'Maryland Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' ELSE typeofcase END;
-- Update case names in rawstatustable UPDATE public.rawstatustable SET typeofcase = CASE WHEN typeofcase = 'BG - Sex Abuse - Illinois' THEN 'Illinois Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' WHEN typeofcase = 'DL - Flatirons - Sex Abuse - IL' THEN 'Illinois Juvenile Hall Abuse SEC - DL - Flatirons - Dicello Levitt' WHEN typeofcase = 'BG - Sex Abuse - Michigan' THEN 'Michigan Juvenile Hall Abuse SEC - BG - DL - Flatirons - Bailey Glasser' WHEN typeofcase = 'DL/Flatirons - Sex Abuse - New Hampshire' THEN 'New Hampshire YDC Abuse SEC - DL - Flatirons - Dicello Levitt' WHEN typeofcase = 'BG - Sex Abuse - New Jersey' THEN 'New Jersey Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' WHEN typeofcase = 'DL - Flatirons - Sex Abuse - NJ' THEN 'New Jersey Juvenile Hall Abuse SEC - DL - Flatirons - Dicello Levitt' WHEN typeofcase = 'BG - Sex Abuse - Pennsylvania' THEN 'Pennsylvania Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' WHEN typeofcase = 'DL - Flatirons - Sex Abuse - PA' THEN 'Pennsylvania Juvenile Hall Abuse SEC - DL - Flatirons - Dicello Levitt' -- Maryland Juv Hall Abuse Sec will be manually created and duplicated within law ruler to prevent issues with LR lead ID key -- Maryland Juvenile Hall Abuse SEC - BG - DL - Flatirons - Bailey Glasser will be imported into the database with next automated update WHEN typeofcase = 'BG - Sex Abuse - Maryland' THEN 'Maryland Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' ELSE typeofcase END;
==================================================================================================================================================```
Also after talking to James and Alan about this push to ensure it doesn't affect other individuals & their department, Alan wants to push for this change for Monday since he needs to prepare some leads for those changes which he probably won't be able to get that done til Monday
@deleted-U06C7A8PVLJ , can you add the fields parent_casetype, client, co-counsel to those renames? Then we’ll be good to run Monday. Nice work.
The generate financial log lambda ripped the type of case name into four fields. These fields will ensure the dashboard has filters/slicers that makes sense.
Copy that. I shall include those and I'll send it to you when I get the chance so you can give me your okay before we run it thru PGAdmin
Good morning Ryan. I had a question for the dashboard - is Case Review - Agent Disqualified a status that should be on the dashboard? I ask since pulling up reporting team's monday reports for Cameron we sometimes have that status on there and the previous statuses prior to that are sometimes not a final status. If you need an example here is one: 639207
Send me Google Meet, we can add filters to remove it.
@deleted-U06C7A8PVLJ send me a google meet now if you are free
send to ryan@shield-legal.com or just post link here please, I am finishg TIP EOM.
Ryan & Edward - Dashboard
Monday, December 9 · 8:00 – 9:00am
Time zone: America/Los_Angeles
Google Meet joining info
Video call link: https://meet.google.com/vyu-dvxw-bfn
Or dial: (US)
Non-Billable Status SQL
SELECT **
FROM public.financial_log
WHERE current_status LIKE 'Signed - Declined - Processed'
AND current_status LIKE 'Signed & DECLINED'
AND current_status LIKE 'Case Review - Firm Rejected'
AND current_status LIKE 'Case Review - Agent Disqualified'
AND current_status LIKE 'Case Review - Disqualified'
AND current_status LIKE 'Case Review - Firm Declined'
AND current_status LIKE '%Contact Attempted%'
AND current_status LIKE '%Contacted%'
AND current_status LIKE '%Disqualified'
AND current_status LIKE '%Billed%'
AND current_status LIKE '%Can%t Contact'
AND lead_source LIKE '%No Billings%'
Billable SQL Status
SELECT **
FROM public.financial_log
WHERE current_status NOT LIKE 'Signed - Declined - Processed'
AND current_status NOT LIKE 'Signed & DECLINED'
AND current_status NOT LIKE 'Case Review - Firm Rejected'
AND current_status NOT LIKE 'Case Review - Agent Disqualified'
AND current_status NOT LIKE 'Case Review - Disqualified'
AND current_status NOT LIKE 'Case Review - Firm Declined'
AND current_status NOT LIKE '%Contact Attempted%'
AND current_status NOT LIKE '%Contacted%'
AND current_status NOT LIKE '%Disqualified'
AND current_status NOT LIKE '%Billed%'
AND current_status NOT LIKE '%Can%t Contact'
AND lead_source NOT LIKE '%No Billings%'
ORDER by current_status ASC;
Good morning @Ryan I wanted to know if you can add me into the chat for this one: So that I can post a Signed & Decline one for this lead ID # 616706
Thank you ! This one I cannot find in the slack channel 🤔 (in the terms of lead 616706)
Just post the decline, I guess we forgot to post one?
Good morning Ryan. May you add me to the chat for Michigan Pollution - Ben Crump Law - ELG - Shield Legal so I can post the S1s in there
Hi Ryan. Happy Mondays. Quick question for your request change for:
NJ Sex Abuse SEC - DL - TC to NJ Juveline Hall Abuse SEC - DL - TC - DiCello Levitt
What specific tables would you like us to change? So that we can write our SQL query correctly if I may ask
UPDATE public.financial_log
Update the typeofcase, cocounsel, retainercode, parentcasetype in the AWS Postgres table.
Good morning Ryan, Happy tuesdays ! Question. For this change:
NJ Sex Abuse SEC - DL - TC to NJ Juveline Hall Abuse SEC - DL - TC - DiCello Levitt
Shouldn't it just be a name change with typeofcase?
If so wouldn't cocounsel, retainercode, parentcasetype be the same for AWS Postgres Table and we are only changing typeofcase?
What we got: UPDATE public.financiallog SET typeofcase = 'NJ Juveline Hall Abuse SEC - DL - TC - DiCello Levitt' WHERE typeof_case = 'NJ Sex Abuse SEC - DL - TC';
No, cause the python labmada parses typeofcase into those, so that the Pickers in a dashboard will work. lead_source is very important to update
ypeofcase, cocounsel, retainercode, parentcasetype, lead_source (or whatever the field is called)
Copy that. I shall review this with James. Thank you @Ryan
STEP 1, 3, 4, ETC. for TIP Revenue Pricing Update in AWS from TIP BI Ops App (via BigQuery)
Hi Ryan. Happy Monday. I wanted to know if we can push our 10am for a little later such as 10:30am or 11am. I am a bit tied down with a task that I need to complete & I can hop on afterwards. Just want to give a friendly heads up since I know our meeting is in 25 mins
Hop on when you’re ready
Good morning @Ryan. May I request to be added into this chat for tagging the DQs for S1s please. I think this is the only one I had trouble finding this morning which makes sense
To confirm Ryan for those signed & Declines for their POST retrainer etc you want that to be Signed & DECLINED status in the tipfinanciallog so that they are not billable? Since pre-retainer stuff you already marked as that
Yes, and then test Ops and Financial dashboards to make sure they don’t come into Looker Studio. We can check this is DBT in our meeting today.
Sorry Ryan I thought I marked those as declined will do that shortly when I back from my 10 break
The S1s didn't save either @deleted-U06C7A8PVLJ, please rush to fix, I'm doing numbers late
From my end the S1s look good. One of them didn't save for some odd reason but I know I did click on the "save" button so not sure if it is pgadmin or myself somehow
Let me know if it shows from your end since S1s looked good to me
-- Get the rows SELECT ** FROM directorcommissionv2 WHERE revyear >= '2024' ORDER BY revyear, rev_month ASC;
-- Update Row For Quarterly Commissions UPDATE public.directorcommissionv2 SET numesignedcontracts='1669', directorcommissionmonthly='27656', directorcommissionquarterly='1' WHERE revyear = '2024' AND revmonth = '12'
Hey Edward, excuse my out. I just got overstimulated while trying to brain dump for you guys.
Hey @Ryan don't sweat it. I appreciate you reaching out. I have my moments where I am overwhelmed and/or stressed so I get it. It's better to let it out versus to keep it all in
But you did answer my question and I was able to add them into the PGadmin public.financial log table so thank you for that
I will be posting shortly the ones that I updated / changed into the group chat for your end
EOM - POST - Update Prices in Financial_Log (BE CAREFULE, MUST RUN EACH TWICE)
```--GET VSS SELECT ** FROM public.financiallog WHERE signeddate BETWEEN '2025-01-01' AND '2025-01-31' AND typeofcase IN ( 'CA Juvenile Hall Abuse DOCS - ACTS - ACTS - ACTS', 'Chowchilla Womens Prison Abuse VSS - ACTS - ACTS - ACTS', 'Chowchilla Womens Prison Abuse DOCS - ACTS - ACTS - ACTS', 'LA County Foster Care Abuse PFS - ACTS - Levinson - ACTS', 'Illinois Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'Maryland Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'MI Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'New Jersey Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'Pennsylvania Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'NJ Juveline Hall Abuse SEC - DL - TC - DiCello Levitt', 'Arizona Juvenile Detention Center - ML - Secondary Interview', 'Gaming Addiction - Meadow Law - SEC - Meadow Law', 'LA County Foster Care Abuse PFS - Oakwood - Oakwood - Oakwood', 'Chowchilla - Van - Long Form Interview' ) ORDER BY typeofcase ASC;
--UPDATE **RUN TWICE UPDATE public.financiallog SET contractrevenue = CASE WHEN typeofcase = 'CA Juvenile Hall Abuse DOCS - ACTS - ACTS - ACTS' THEN 475 WHEN typeofcase IN ( 'Chowchilla Womens Prison Abuse VSS - ACTS - ACTS - ACTS', 'Chowchilla Womens Prison Abuse DOCS - ACTS - ACTS - ACTS' ) THEN 425 WHEN typeofcase = 'LA County Foster Care Abuse PFS - ACTS - Levinson - ACTS' THEN 475 WHEN typeofcase IN ( 'Illinois Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'Maryland Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'MI Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'New Jersey Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'Pennsylvania Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser' ) THEN 475 WHEN typeofcase = 'NJ Juveline Hall Abuse SEC - DL - TC - DiCello Levitt' THEN 475 WHEN typeofcase = 'Arizona Juvenile Detention Center - ML - Secondary Interview' THEN 475 WHEN typeofcase = 'LA County Foster Care Abuse PFS - Oakwood - Oakwood - Oakwood' THEN 425 WHEN typeofcase = 'Chowchilla - Van - Long Form Interview' THEN 425 ELSE 0 END, agentcommission = 0, talktimeexpense = 0, grossrevenue = contractrevenue + talktimerevenue, netrevenue = contractrevenue + talktimerevenue WHERE signeddate BETWEEN '2025-01-01' AND '2025-01-31' AND typeofcase IN ( 'CA Juvenile Hall Abuse DOCS - ACTS - ACTS - ACTS', 'Chowchilla Womens Prison Abuse VSS - ACTS - ACTS - ACTS', 'Chowchilla Womens Prison Abuse DOCS - ACTS - ACTS - ACTS', 'LA County Foster Care Abuse PFS - ACTS - Levinson - ACTS', 'Illinois Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'Maryland Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'MI Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'New Jersey Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'Pennsylvania Juvenile Hall Abuse SEC - BG - BG - Bailey Glasser', 'NJ Juveline Hall Abuse SEC - DL - TC - DiCello Levitt', 'Arizona Juvenile Detention Center - ML - Secondary Interview', 'Gaming Addiction - Meadow Law - SEC1- Meadow Law', 'Gaming Addiction - Meadow Law - SEC2- Meadow Law', 'Gaming Addiction - Meadow Law - SEC3- Meadow Law', 'LA County Foster Care Abuse PFS - Oakwood - Oakwood - Oakwood', 'Chowchilla - Van - Long Form Interview' );
--UPDATE **RUN TWICE UPDATE public.financiallog SET contractrevenue = CASE WHEN currentstatus = 'VGA 2nd Interview Completed - Tier 1' THEN 150 WHEN currentstatus = 'VGA 2nd Interview Completed - Tier 2' THEN 100 WHEN currentstatus = 'VGA 2nd Interview Completed - Tier 3' THEN 75 ELSE 0 -- Default value in case of missing currentstatus END, agentcommission = 0, talktimeexpense = 0, grossrevenue = contractrevenue + talktimerevenue, netrevenue = contractrevenue + talktimerevenue WHERE typeofcase = 'Gaming Addiction - Meadow Law - SEC - Meadow Law' AND signeddate BETWEEN '2024-12-01' AND '2024-12-31' AND current_status IN ( 'VGA 2nd Interview Completed - Tier 1', 'VGA 2nd Interview Completed - Tier 2', 'VGA 2nd Interview Completed - Tier 3' );```
Copy that Ryan. I took good notes and a lot of it is making more sense. I'll think of ways to make it more efficient til we build the SQL stuff in DBT where it does it all for us. Great job on the training as always
I don't think I am in this one and if I am must be a name that I am not familiar with lol
@deleted-U06C7A8PVLJ, send directly to Cam and the MB or post in Call Center to Cam to let him know, we don't have a channel for that that I can find
Oh okay I shall post in the call center chat to ask him to create one or that we need one to be created? Sounds about right?
Hey Ryan. I finished matching Malissa's report with TIP's dashboard to complete the VSS Monthly Completions Scratch report and I was able to add that lead we had issues with by changing to the proper case type. Thanks !
As for the numbers matching, I noticed row 4, 5 and 10 don't match each other since Malissa report is missing those extra leads. The dashboard has them but not her report. I sent those to her and she told me Alan is the one who sends her that report. I had informed Alan in person if he needs those "missing ones" from his report and he told me no. But I am providing this info to you just in case if it is needed from your end
Column J I had included the extra law ruler ID #s that are missing on their report and I sent these to Malissa as well
Remove the ones and tell them to mark in LR so they match.
Simple fix for reconciliation where they must match.
Sorry I am not following. They are the current status in Law Ruler as we speak
They don’t need to add any, then just leave it as is and they don’t have to match.
Okay well everything has been added to the dashboard so we should be good to go
Hey Ryan, I wanted to provide you a friendly heads up that I requested 2/17/2025 off (next Monday). I hope this doesn't cause an inconvenience from my end to you for the S1s and declines for that day. I can ask Aidan to cover me if you like that additional support?
I'll do the S1s, all good. Just send me an OOO reminder in Google Calendar
Edward, those are all for Caleb, the Michigan youth
I went through all 24 of them (1 of them is a test lead) and I couldn't find a S1
You can look in the daily numbers channel and see who spent on what in the scenario
Thank you ! I am not sure what S1 would be for JA; just any one that has JA on there?
Also double check all S1s are in place and the contract ids are correct!
Sounds good ! Are we changing the partner at all or co-console? I think not right
Always, it’s get parsed, use yesterdays as the example
Copy. I will work on that now and I will send you a screenshot of it just to ensure it looks correct to you as well
I trust you, just let me know when done.
If they do have S1s in place already keep them the same regardless of the tier right @Ryan
I believe sobo and his team are figuring out which leads that needs to be regular wood, t1 and t2 and once they are done they are going to provide me those leads which then I can make those updates in the database. I did finish the updates for Malissa end but some are not in the database so I will have to run "Test" and make sure it is a billable status to get them on there. But one last question on this, does the screenshots look correct to you on what they should be?
Let me know when all complete! It does, thank you.
Okay perfect ! Thank you. I will let you know when everything is ready since sobo team is changing it on LR as we speak and once they do that I will update from database from my end
These three Malissa report: 684575 684682 684708 I can't find them in PGadmin in public.financiallog nor in public.rawstatus_report. Malissa stated these should be Wood Pellet Exposure Injury T2 - Crump - ELG - Shield Legal Otherwise everything has been updated accordantly @Ryan
Hey Ryan. I am sending you a friendly heads up I will not be here today since I am on PTO. Have a wonderful day.
Good Morning Ryan. I wanted to see if there was a delay on receiving the decline report? I usually receive it by 10 mins ago but haven't yet
@deleted-U06C7A8PVLJ , LR issues. Make sure Ststus Report worked and we have sign ups in DB after you run Gen Log. I had a delayed one on Sunday.
Good morning Ryan. Would Michigan Pollution - Ben Crump Law - ELG - Shield Legal be 1667 and Michigan Pollution INJURY - Ben Crump Law - ELG - Shield Legal would be 1687. Want to confirm so that all Michigan Pollution INJURY - Ben Crump Law - ELG - Shield Legal match since some are 1667 and some are 1687
Can you produce the 140 rows into the WHEN statements for contract revenue and the WHEN statements for the agent_commission. We should have 280 rows. give ot me in SQL text file.
@Ryan Just writing out my steps so I can reference them in the future.
Looking at the BigQuery SQL query, I see that it returns 76 case types (as shown in my screenshot). Meanwhile, the PGAdmin query shows 140 case types.
From what I understand, the goal here is to compare the two: If all 76 case types from BigQuery are different from those in PGAdmin, we only update those specific 76 values—specifically for contract revenue and agent commission—while keeping the rest of the 140 case types unchanged.
Basically, we retain all 140 case types from the PGAdmin query, but if any of the 76 from BigQuery have different values, we update them accordingly. Does that sound right?
I had ran the SQL query that we discussed today in training exactly twice. I made sure both had the same amount of case types and I took the values from BigQuery and inserted into my PGAdmin query. I made sure the dates are from feb 1 to feb 28th. I also included a "return" statement at the end of the query just so I can see which rows were affected. Otherwise it is the same query but with different contract revenue values and agent commission values. Sending you the exact same query for your reference as well @Ryan
Hey @Ryan ,
I have an idea to help track what’s changing. In the morning, once I finish my S1s and everything matches, I can generate a SQL query that gives us all the law ruler ID numbers, case types, and values for wood pellet.
If you know how to get that into an .xlsx file in pgAdmin, that would be great—but if not, I can probably just copy it from pgAdmin and paste it into an .xlsx file.
Later in the day, if there’s a mismatch, I can rerun the query and use a script to compare the two files, generating an output that shows the differences—like which IDs were added, removed, or modified in any way.
Let me know what you think and/or if we should add anything else to that script!
Just an idea since if we can put what is correct in the morning into an Excel file and later on it doesn't matches, I can compare the two .xlsx with python
Perfect, PG admin in the ribbon of buttons in the data set has a download to CSV button
Thank you ! Okay I shall look into that tomorrow for us. Have a great evening
Good morning @Ryan Permission to work on S1s? I posted the wood pellet count prior to it and I can post it after completing it?
Also I was able to take the time last time to create a functional script that will compare both .xlsx and it will tell us the difference
As soon as you said don't run it I was under the assumption it needs to be ran so I ran it 🥹
I also created the script last time to help us compare the differences !
Mind adding these two people JUST to TIP Operations datastudio dashboard. Can do later today.
Sorry Ryan I need to ask for clarity on something. Once I complete the S1s am I also posting a screenshot of what the dashboard looks like (such as comparing TIP's # with SL #s) so we know what that looks like in the beginning? Zek mentioned to me about posting a table into slack and I am trying to remember if it was that or just the wood pellets
The quick goal is to get the S ones added back if they’re from Slack prior, you might have to dig into LawRuler. If they’re not old ones that got erased, then you need to allocate the according to their sign date or at least lead created date. Once you’ve got S1 assigned, then can reconcile on the shield side.
Ohhh gotcha that makes sense. And how soon do we need this to be resolved? Since may take me half a day up to a full day to get all the S1s for the wood pellet since I think it is around 300ish last time I was doing it. Just because I was going into the slack channel and getting it from there and if not on there then I would dig into law ruler, etc
I think the other case types I am hoping they don't have much S1s
@deleted-U06C7A8PVLJ just worry about the two in #logistics channel for reconciliation for now. You can give yourself a week or two to do old ones.
And we’d like to be reconciled, so that reports aren’t wrong with dashboards, so let’s take care of the ones we posted in a logistics channel ASAP, please
Okay if that is the case tomorrow I shall work on back filling them all for those two case types for the S1s and will update you and zek about it tomorrow since I believe I should be able to complete that by tomorrow depending on how many S1s there are blank
Please ensure the 4th <#C056VR4KUMS|maryland-juv-hall-abuse> that was declined as marked declined, cameron counted it.
From yesterday, 3-17-25, channel has four, dashboard has three.
Copy not sure how I missed that one but I will double check next time around. Thank you for letting me know
I have a quicker solution for you on agent_commissions updates
Share to James too, but make sure Tony confirms that "yes" category points ** $10 per point is still how they are calculated and have Brian Hirst add it back in the Portal and tell Malissa to continue to add them. Meaning, we are "revertign" to store them at the billable lead level but final commissions will come from iptipmonthly_expenses for the Financials By Day table.
Gotcha that makes sense ! thank you for the share. I shall reach out to them to confirm this info
Update: I had slack that to Brian and I also met with Malissa who explained it to me (what it should look like when Brian adds it to retool). I see what you are referring to now. I think everything should be good for me. I will complete this tomorrow since today is Ahsan last day (unless he is here Monday which is a maybe) and I am still picking his brain for some of the weekly flatirons financial stuff
Sorry Ryan. I am currently still working on the talk time stuff. Nick M pulled me on the side to work on a flatirons report for Cameron about MD Juv Hall abuse where they need to know by today what are those discrepancies and things are not matching. If I were to work on this tomorrow as well is that fine? And does the secondary talk time affect our #s?
I finished building the SQL query to get the talk time for it and currently working on that as we speak (to get talk time for blx)
Scratch that Ryan. I am getting it done as we speak. I don't want to push this any longer to the side. I'll post into our chat (zek and you and I) once completed
Hey Ryan. I shall work on talk time tomorrow because I ran the SQL queries and when I do sum() to add talk time in Excel it is giving me differently talk time #s for the week. Also Nick M is asking me to prepare an email for Cameron for discrepancies for MD Juv hall abuse comparing it with their report and they want that today too. I want to be able to also test out the SQL query I created to ensure it is pulling latest status as well. Sorry Ryan for the delay in this task. I previously had a table and query made to calculate this but looks like someone delete that including I still need time for the secondary as well
I prefer to test things with a fresh mind and a solid tested SQL query. I think I may need to try sum() in Google sheets instead of Excel is giving me differently #s everytime
Sounds good, thanks Edward and don’t fret, thanks for the effort
Thank you Ryan ! I appreciate it. Tomorrow is a new day I am ready to conquer this 🙌:skintone2:
Didn't mean to get on you there. Just be confident and think through your financial routines and you'll know the answers to some of these questions. All good my man.
Thank you Ryan & no worries. I am the type to like to confirm things twice (especially if it deals with financials or things that would be harder to revert back) to cover my basis
Good morning Edward, do you mind sending me and cameron in a direct message the link to the tip financials spreadsheet, he needs to see the directors commission tap. Thank you.
*Thread Reply:* Thank you
Can you get Andy access to the looker enterprise flatirons dashboards ASAP and send them the link to the board and then set up some time with him to show him the features and the three dot menu, like schedule delivery so he can demo that
@deleted-U06C7A8PVLJ , you don’t mind doing it right now, and send him the link. I’d appreciate it. He wants to get comfortable with the platform.
Access granted. I am going to pop by Andy's office to talk to him so I will also let him know
I can remove the 2 if needed if we are not multiplying it by 2.
Oh okay. May I check with you tomorrow about it Ryan. I did update the talk time but just want to make sure it is done correctly when I am in front of my PC again
Since there is case review, e-sign and secondaries so based on what you are mentioning it would be e-signs removing the multiplication of 2
That is correct, you don’t need to triple check with me
I had to rerun the GenFinLog lambda 2-3 times this weekend to ensure all e-signs got in there.
@deleted-U06C7A8PVLJ Are you running GenFinLog this morning? It seems to be running twice each time I run it this morning, showing log entries of different active records processing over processed. (eg. 738 / 4802 while seeing 2475 of 4747)
@Ryan Hi Ryan. I do not run it during the weekends