Add revops onboarding SQL migration
This commit is contained in:
Timo Knuth
263
sql/revops_onboarding_v1.sql
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263
sql/revops_onboarding_v1.sql
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BEGIN;
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-- 1 user columns
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ALTER TABLE "User"
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ADD COLUMN IF NOT EXISTS "signupSource" TEXT,
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ADD COLUMN IF NOT EXISTS "signupSourceSelfReported" TEXT,
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ADD COLUMN IF NOT EXISTS "signupMedium" TEXT,
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ADD COLUMN IF NOT EXISTS "signupCampaign" TEXT,
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ADD COLUMN IF NOT EXISTS "signupContent" TEXT,
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ADD COLUMN IF NOT EXISTS "signupTerm" TEXT,
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ADD COLUMN IF NOT EXISTS "signupReferrer" TEXT,
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ADD COLUMN IF NOT EXISTS "signupLandingPath" TEXT,
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ADD COLUMN IF NOT EXISTS "signupFirstSeenAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "emailDomain" TEXT,
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ADD COLUMN IF NOT EXISTS "primaryUseCase" TEXT,
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ADD COLUMN IF NOT EXISTS "primaryGoal" TEXT,
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ADD COLUMN IF NOT EXISTS "jobRole" TEXT,
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ADD COLUMN IF NOT EXISTS "companyName" TEXT,
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ADD COLUMN IF NOT EXISTS "companyWebsite" TEXT,
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ADD COLUMN IF NOT EXISTS "teamSizeBucket" TEXT,
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ADD COLUMN IF NOT EXISTS "onboardingStartedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "sourceConfirmedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "useCaseSelectedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "goalSelectedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "profileCompletedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "firstQrCreatedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "firstDynamicQrAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "firstStaticQrAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "firstScanAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "activationAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "onboardingCompletedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "fitScore" INTEGER NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS "intentScore" INTEGER NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS "leadScore" INTEGER NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS "lifecycleStage" TEXT NOT NULL DEFAULT 'cold',
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ADD COLUMN IF NOT EXISTS "lastQualifiedAt" TIMESTAMP(3),
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ADD COLUMN IF NOT EXISTS "lastScoredAt" TIMESTAMP(3);
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DO $$
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BEGIN
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IF NOT EXISTS (
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SELECT 1 FROM pg_constraint WHERE conname = 'User_lifecycleStage_check'
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) THEN
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ALTER TABLE "User"
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ADD CONSTRAINT "User_lifecycleStage_check"
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CHECK ("lifecycleStage" IN (
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'cold',
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'activated',
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'warm',
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'hot',
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'upgrade_candidate',
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'paid'
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));
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END IF;
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END $$;
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-- 2 lifecycle log table
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CREATE TABLE IF NOT EXISTS "UserLifecycleLog" (
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"id" TEXT PRIMARY KEY,
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"userId" TEXT NOT NULL,
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"fromStage" TEXT,
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"toStage" TEXT NOT NULL,
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"fitScore" INTEGER NOT NULL DEFAULT 0,
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"intentScore" INTEGER NOT NULL DEFAULT 0,
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"leadScore" INTEGER NOT NULL DEFAULT 0,
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"reason" TEXT,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT "UserLifecycleLog_userId_fkey"
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FOREIGN KEY ("userId") REFERENCES "User"("id")
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ON DELETE CASCADE ON UPDATE CASCADE
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);
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-- 3 indexes
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CREATE INDEX IF NOT EXISTS "User_signupSource_idx" ON "User" ("signupSource");
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CREATE INDEX IF NOT EXISTS "User_signupSourceSelfReported_idx" ON "User" ("signupSourceSelfReported");
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CREATE INDEX IF NOT EXISTS "User_signupCampaign_idx" ON "User" ("signupCampaign");
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CREATE INDEX IF NOT EXISTS "User_signupLandingPath_idx" ON "User" ("signupLandingPath");
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CREATE INDEX IF NOT EXISTS "User_emailDomain_idx" ON "User" ("emailDomain");
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CREATE INDEX IF NOT EXISTS "User_primaryUseCase_idx" ON "User" ("primaryUseCase");
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CREATE INDEX IF NOT EXISTS "User_primaryGoal_idx" ON "User" ("primaryGoal");
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CREATE INDEX IF NOT EXISTS "User_jobRole_idx" ON "User" ("jobRole");
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CREATE INDEX IF NOT EXISTS "User_teamSizeBucket_idx" ON "User" ("teamSizeBucket");
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CREATE INDEX IF NOT EXISTS "User_lifecycleStage_idx" ON "User" ("lifecycleStage");
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CREATE INDEX IF NOT EXISTS "User_leadScore_idx" ON "User" ("leadScore" DESC);
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CREATE INDEX IF NOT EXISTS "User_activationAt_idx" ON "User" ("activationAt");
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CREATE INDEX IF NOT EXISTS "User_firstScanAt_idx" ON "User" ("firstScanAt");
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CREATE INDEX IF NOT EXISTS "User_firstQrCreatedAt_idx" ON "User" ("firstQrCreatedAt");
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CREATE INDEX IF NOT EXISTS "User_lastQualifiedAt_idx" ON "User" ("lastQualifiedAt");
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CREATE INDEX IF NOT EXISTS "UserLifecycleLog_userId_idx" ON "UserLifecycleLog" ("userId");
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CREATE INDEX IF NOT EXISTS "UserLifecycleLog_toStage_idx" ON "UserLifecycleLog" ("toStage");
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CREATE INDEX IF NOT EXISTS "UserLifecycleLog_createdAt_idx" ON "UserLifecycleLog" ("createdAt" DESC);
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-- 4 backfill
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UPDATE "User"
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SET "emailDomain" = lower(split_part("email", '@', 2))
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WHERE "email" IS NOT NULL
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AND ("emailDomain" IS NULL OR "emailDomain" = '');
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UPDATE "User" u
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SET
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"firstQrCreatedAt" = q."firstQrAt",
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"firstDynamicQrAt" = q."firstDynamicQrAt",
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"firstStaticQrAt" = q."firstStaticQrAt",
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"onboardingCompletedAt" = COALESCE(u."onboardingCompletedAt", q."firstQrAt")
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FROM (
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SELECT
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"userId",
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MIN("createdAt") AS "firstQrAt",
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MIN("createdAt") FILTER (WHERE "type" = 'DYNAMIC') AS "firstDynamicQrAt",
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MIN("createdAt") FILTER (WHERE "type" = 'STATIC') AS "firstStaticQrAt"
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FROM "QRCode"
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GROUP BY "userId"
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) q
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WHERE u."id" = q."userId";
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UPDATE "User" u
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SET
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"firstScanAt" = s."firstScanAt",
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"activationAt" = COALESCE(u."activationAt", s."firstScanAt")
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FROM (
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SELECT
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q."userId",
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MIN(s."ts") AS "firstScanAt"
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FROM "QRCode" q
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INNER JOIN "QRScan" s ON s."qrId" = q."id"
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GROUP BY q."userId"
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) s
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WHERE u."id" = s."userId";
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-- 5 scoring
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WITH qr_stats AS (
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SELECT
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q."userId",
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COUNT(*) AS qr_count,
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COUNT(*) FILTER (WHERE q."type" = 'DYNAMIC') AS dynamic_count,
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COUNT(DISTINCT q."contentType") AS content_type_count,
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COUNT(*) FILTER (WHERE q."contentType" IN ('BARCODE','PDF','VCARD','COUPON','FEEDBACK')) AS businessish_type_count
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FROM "QRCode" q
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GROUP BY q."userId"
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),
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scan_stats AS (
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SELECT
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q."userId",
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COUNT(s."id") AS scan_count
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FROM "QRCode" q
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LEFT JOIN "QRScan" s ON s."qrId" = q."id"
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GROUP BY q."userId"
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),
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scored AS (
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SELECT
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u."id",
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COALESCE(qs.qr_count, 0) AS qr_count,
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COALESCE(qs.dynamic_count, 0) AS dynamic_count,
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COALESCE(qs.content_type_count, 0) AS content_type_count,
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COALESCE(qs.businessish_type_count, 0) AS businessish_type_count,
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COALESCE(ss.scan_count, 0) AS scan_count
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FROM "User" u
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LEFT JOIN qr_stats qs ON qs."userId" = u."id"
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LEFT JOIN scan_stats ss ON ss."userId" = u."id"
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)
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UPDATE "User" u
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SET
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"fitScore" =
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(CASE
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WHEN lower(split_part(u."email", '@', 2)) IN ('gmail.com','yahoo.com','hotmail.com','outlook.com','icloud.com') THEN -15
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WHEN u."email" IS NOT NULL THEN 20
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ELSE 0
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END)
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+
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(CASE
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WHEN u."primaryUseCase" IN ('marketing_campaign','bulk_qr','menu_pdf','barcode') THEN 10
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ELSE 0
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END)
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+
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(CASE
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WHEN u."primaryGoal" IN ('track_printed_campaigns','generate_leads','manage_multiple_qr_codes') THEN 10
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ELSE 0
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END)
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+
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(CASE
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WHEN u."jobRole" IN ('founder_owner','marketing_manager','agency_freelancer','operations') THEN 10
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ELSE 0
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END)
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+
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(CASE
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WHEN u."companyName" IS NOT NULL AND u."companyName" <> '' THEN 5
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ELSE 0
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END)
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+
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(CASE
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WHEN u."teamSizeBucket" IN ('6_20','21_100','100_plus') THEN 10
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ELSE 0
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END),
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"intentScore" =
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(CASE WHEN u."firstQrCreatedAt" IS NOT NULL THEN 20 ELSE -10 END)
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+
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(CASE WHEN u."firstDynamicQrAt" IS NOT NULL THEN 20 ELSE 0 END)
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+
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(CASE WHEN COALESCE(s.qr_count, 0) >= 3 THEN 15 ELSE 0 END)
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+
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(CASE WHEN COALESCE(s.scan_count, 0) > 0 THEN 10 ELSE 0 END)
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+
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(CASE WHEN COALESCE(s.businessish_type_count, 0) > 0 THEN 10 ELSE 0 END)
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+
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(CASE WHEN COALESCE(s.content_type_count, 0) >= 2 THEN 10 ELSE 0 END),
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"lastScoredAt" = CURRENT_TIMESTAMP
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FROM scored s
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WHERE u."id" = s."id";
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UPDATE "User"
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SET "leadScore" = COALESCE("fitScore", 0) + COALESCE("intentScore", 0);
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UPDATE "User"
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SET
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"lifecycleStage" = CASE
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WHEN "plan" IN ('PRO','BUSINESS') THEN 'paid'
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WHEN "leadScore" >= 70 THEN 'upgrade_candidate'
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WHEN "leadScore" >= 55 THEN 'hot'
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WHEN "leadScore" >= 30 THEN 'warm'
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WHEN "activationAt" IS NOT NULL THEN 'activated'
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ELSE 'cold'
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END,
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"lastQualifiedAt" = CASE
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WHEN "leadScore" >= 55 OR "plan" IN ('PRO','BUSINESS') THEN CURRENT_TIMESTAMP
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ELSE "lastQualifiedAt"
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END;
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-- 6 reporting queries
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-- Acquisition overview
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SELECT
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COALESCE("signupSource", 'unknown') AS source,
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COUNT(*) AS signups,
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COUNT(*) FILTER (WHERE "firstQrCreatedAt" IS NOT NULL) AS first_qr,
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COUNT(*) FILTER (WHERE "activationAt" IS NOT NULL) AS activated,
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COUNT(*) FILTER (WHERE "lifecycleStage" = 'hot') AS hot,
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COUNT(*) FILTER (WHERE "lifecycleStage" = 'upgrade_candidate') AS upgrade_candidates,
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COUNT(*) FILTER (WHERE "lifecycleStage" = 'paid') AS paid
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FROM "User"
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GROUP BY 1
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ORDER BY signups DESC;
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-- Onboarding funnel
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SELECT
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COUNT(*) AS signup,
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COUNT(*) FILTER (WHERE "sourceConfirmedAt" IS NOT NULL) AS source_confirmed,
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COUNT(*) FILTER (WHERE "useCaseSelectedAt" IS NOT NULL) AS use_case_selected,
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COUNT(*) FILTER (WHERE "goalSelectedAt" IS NOT NULL) AS goal_selected,
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COUNT(*) FILTER (WHERE "profileCompletedAt" IS NOT NULL) AS profile_completed,
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COUNT(*) FILTER (WHERE "firstQrCreatedAt" IS NOT NULL) AS first_qr_created,
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COUNT(*) FILTER (WHERE "firstDynamicQrAt" IS NOT NULL) AS first_dynamic_qr_created,
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COUNT(*) FILTER (WHERE "activationAt" IS NOT NULL) AS activated
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FROM "User";
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-- Lifecycle summary
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SELECT
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"lifecycleStage",
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COUNT(*) AS users
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FROM "User"
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GROUP BY 1
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ORDER BY users DESC;
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COMMIT;
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