Split out Performance Review 2024 into Generic and n-1 managers

transform/models/tap_spreadsheets_anywhere/performance_cycle.sql

@@ -17,13 +17,46 @@ with distinct_cycles as (
     from {{ source('tap_spreadsheets_anywhere', 'performance_review_steps') }}
     --where is_not_removed_from_task = 1
     group by task_name
+),
+
+base_records as (
+    select
+        dense_rank() over (order by task_name)::bigint as id,
+        cycle_start_date::date               as start_date,
+        cycle_end_date::date                 as end_date,
+        task_name                            as name,
+        'Closed'                             as status, -- overwritten logic for Sarens
+        'annual'                             as type
+    from distinct_cycles
+),
+
+-- Generate additional records for Performance Review 2024
+additional_records as (
+    select
+        (select max(id) from base_records) + 1 as id,
+        start_date,
+        end_date,
+        'Performance Review 2024 - Generic'  as name,
+        status,
+        type
+    from base_records
+    where name = 'Performance Review 2024'
+    
+    union all
+
+    select
+        (select max(id) from base_records) + 2 as id,
+        start_date,
+        end_date,
+        'Performance Review 2024 - n-1 managers'  as name,
+        status,
+        type
+    from base_records
+    where name = 'Performance Review 2024'
 )
 
-select
+-- Combine original records with additional records
-    dense_rank() over (order by task_name)::bigint as id,
+select * from base_records
-    cycle_start_date::date               as start_date,
+where name != 'Performance Review 2024'
-    cycle_end_date::date                 as end_date,
+union all
-    task_name                            as name,
+select * from additional_records
-    'Closed'                             as status, -- overwritten logic for Sarens
-    'annual'                             as type
-from distinct_cycles

transform/models/tap_spreadsheets_anywhere/performance_review.sql

@@ -11,6 +11,28 @@ with step_agg as (
     group by 1,2
 ),
 
+-- When task_name = "Performance Review 2024", we need to update it to either "Performance Review 2024 - Generic" or "Performance Review 2024 - n-1 managers"
+-- This is determined based on whether for the user_id, there exists a step which is not in ('Employee Self Review', 'Manager Review', 'Performance Conversation & Manager Sign-off', or 'Employee Sign-off')
+remapped_steps as (
+    select
+        user_id,
+        case
+            when task_name != 'Performance Review 2024' 
+            then task_name 
+            when exists (
+                select 1
+                from {{ source('tap_spreadsheets_anywhere', 'performance_review_steps') }} s
+                where s.user_id = step_agg.user_id
+                and s.task_name = 'Performance Review 2024'
+                and s.step_title not in ('Employee Self Review', 'Manager Review', 'Performance Conversation & Manager Sign-off', 'Employee Sign-Off')
+            ) then 'Performance Review 2024 - n-1 managers'
+            else 'Performance Review 2024 - Generic'
+        end as task_name,
+        completed_at,
+        status
+    from step_agg
+),
+
 total_scoring as (
     select
         user_id::text as user_id,
@@ -39,7 +61,7 @@ combined as (
         ts.overall_rating,
         w.worker_id,
         c.cycle_id
-    from step_agg s
+    from remapped_steps s
     left join total_scoring ts using (user_id, task_name)
     left join worker_map w          on w.worker_hris_id = s.user_id
     left join cycle_map  c          on c.name    = s.task_name

transform/models/tap_spreadsheets_anywhere/performance_review_step.sql

@@ -19,10 +19,10 @@ steps as (
         step_title                  as name,
         case 
             when step_title in ('Auto-évaluation des employés', 'Employee Self Review', 'Sarens Projects Review', 
-                               'Approbation des employés', 'Strategy Review', 'Finance Review', 
+                               'Approbation des employés',  
-                               'Sales Review', 'Fleet Review', 'Self Review', 'LCM Review', 'Operations Review') then 1
+                               'Self Review') then 1
             when step_title in ('Évaluation du manager', 'Functional Manager Review', 'Discussion et approbation du manager', 
-                               'Manager Review') then 2
+                               'Manager Review', 'Strategy Review', 'Finance Review', 'Sales Review', 'Fleet Review', 'LCM Review', 'Operations Review') then 2
             when step_title in ('HR Review', 'SHEQ Review', 'Performance Conversation & Manager Sign-off') then 3
             when step_title = 'Employee Sign-Off' then 4
             else null -- fallback for any unexpected values
@@ -44,4 +44,4 @@ select
 from steps s
 left join review_base r
   on r.user_id   = s.user_id
- and r.task_name = s.task_name
+ and r.task_name like s.task_name || '%' -- Also map for remapped cycle generic/n-1