Move docker registry to gitea

worker/position

README.md

@@ -1,6 +1,91 @@
 meltano run tap-spreadsheets-anywhere target-postgres
+or 
+meltano run tap-spreadsheets-anywhere target-postgres --full-refresh
 
 meltano invoke dbt-postgres:run
 
 
+
 meltano --environment=sarens-demo run tap-spreadsheets-anywhere target-postgres dbt-postgres:run
+
+
+Refresh / Overwrite doesn't seem to work, so manual fix here:
+TRUNCATE TABLE raw.absenteisme;
+TRUNCATE TABLE raw.departments;
+TRUNCATE TABLE raw.performance_review_steps;
+TRUNCATE TABLE raw.performance_review_sub_scoring;
+TRUNCATE TABLE raw.performance_review_total_scoring;
+TRUNCATE TABLE raw.positions;
+TRUNCATE TABLE raw.workers;
+
+
+DROP TABLE raw.absenteisme;
+DROP TABLE raw.departments;
+DROP TABLE raw.performance_review_steps;
+DROP TABLE raw.performance_review_sub_scoring;
+DROP TABLE raw.performance_review_total_scoring;
+DROP TABLE raw.positions;
+DROP TABLE raw.workers;
+
+
+
+Data quality checks:
+
+-- Total worker count
+SELECT count(*)
+from clean.worker;
+
+-- Active workers
+SELECT count(*)
+from clean.worker
+where employment_exit_date is null;
+
+-- Number of job change / position change records
+WITH history_counts AS (
+	SELECT w.id, count(*) as history_count
+	from clean.worker w
+	left join clean.job_change jc on w.id = jc.worker_id
+	group by w.id
+) 
+SELECT history_count, count(*)
+from history_counts
+group by history_count
+order by history_count;
+
+-- Years at the company
+WITH yac AS (
+    SELECT 
+        w.id, 
+        EXTRACT('YEAR' FROM AGE(COALESCE(employment_exit_date, CURRENT_DATE), employment_start)) AS years_at_company
+    FROM clean.worker w
+)
+SELECT 
+    yac.years_at_company, 
+    COUNT(*)
+FROM yac
+GROUP BY yac.years_at_company
+ORDER BY yac.years_at_company
+
+-- Worker id's with < 0 years at company or > 60 years
+WITH yac AS (
+    SELECT 
+        w.id, w.worker_hris_id, w.employment_start, w.employment_exit_date,
+        EXTRACT('YEAR' FROM AGE(COALESCE(employment_exit_date, CURRENT_DATE), employment_start)) AS years_at_company
+    FROM clean.worker w
+)
+SELECT *
+from yac
+where years_at_company < 0 or years_at_company > 60;
+
+
+-- Performance review: number of steps loaded
+select c.name, s.name, count(*)
+from performance_review_step s
+inner join performance_review r on r.id = s.review_id
+inner join performance_cycle c on c.id = r.cycle_id
+group by c.name, s.name, s.sequence_number
+order by c.name, s.sequence_number;
+
+-- Steps not linked to a review
+select count(*) from performance_review_step
+where review_id is null;

docker-compose.yml

@@ -1,5 +1,5 @@
 x-meltano-image: &meltano-image
-  image: docker.hrlakehouse.com/lakehouse/sarens-integration:latest
+  image: gitea.jvtech.be/lakehouse/sarens-integration:latest
 
 services:
   meltano:
@@ -10,6 +10,9 @@ services:
       - db_network
     volumes:
       - /home/sarens-data:/sarens-data
+    environment:
+      - TARGET_POSTGRES_PASSWORD=${TARGET_POSTGRES_PASSWORD}
+      - DBT_POSTGRES_PASSWORD=${DBT_POSTGRES_PASSWORD}
 
   # # Uncomment if you are using the Airflow orchestrator, delete otherwise
   # airflow-scheduler:

meltano.yml

@@ -9,14 +9,14 @@ environments:
       - name: tap-spreadsheets-anywhere
         config:
           tables:
-          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-06-11/
+          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-08-08/original/
             name: departments
             pattern: Applicable Organizations.xlsx
             start_date: '2000-01-01T00:00:00Z'
             key_properties: []
             format: excel
             worksheet_name: AO
-          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-06-11/
+          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-08-08/original/
             name: positions
             pattern: "HR002.*"
             start_date: '2000-01-01T00:00:00Z'
@@ -26,7 +26,7 @@ environments:
             skip_initial: 8
             sample_rate: 1
             max_sampling_read: 1000
-          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-06-11/
+          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-08-08/original/
             name: workers
             pattern: "HR006.*"
             start_date: '2000-01-01T00:00:00Z'
@@ -36,7 +36,7 @@ environments:
             skip_initial: 8
             sample_rate: 1
             max_sampling_read: 25000
-          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-06-11/
+          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-08-08/original/
             name: performance_review_steps
             pattern: "PER001.*"
             start_date: '2000-01-01T00:00:00Z'
@@ -46,7 +46,7 @@ environments:
             skip_initial: 8
             sample_rate: 1
             max_sampling_read: 25000
-          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-06-11/
+          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-08-08/original/
             name: performance_review_total_scoring
             pattern: "PER002.*"
             start_date: '2000-01-01T00:00:00Z'
@@ -56,7 +56,7 @@ environments:
             skip_initial: 8
             sample_rate: 1
             max_sampling_read: 25000
-          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-06-11/
+          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-08-08/original/
             name: performance_review_sub_scoring
             pattern: "PER003.*"
             start_date: '2000-01-01T00:00:00Z'
@@ -66,7 +66,7 @@ environments:
             skip_initial: 8
             sample_rate: 1
             max_sampling_read: 25000
-          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-06-11/
+          - path: file://C:/Users/vdsje/OneDrive/LakeHouse/Sarens/Data/2025-08-08/original/
             name: absenteisme
             pattern: "Absenteisme.*"
             start_date: '2000-01-01T00:00:00Z'
@@ -80,7 +80,7 @@ environments:
         config:
           database: lakehouse_sarens
           host: localhost
-          load_method: append-only
+          load_method: overwrite
           user: postgres
           default_target_schema: raw
       utilities:
@@ -167,9 +167,9 @@ environments:
       loaders:
       - name: target-postgres
         config:
-          database: lakehouse_sarens
+          database: lakehouse-sarens
           host: lakehouse-sarens-db-1
-          load_method: append-only
+          load_method: overwrite
           user: lakehouse-sarens
           default_target_schema: raw
       utilities:

transform/models/tap_spreadsheets_anywhere/department.sql

@@ -13,6 +13,7 @@ latest_departments as (
         from {{ source('tap_spreadsheets_anywhere', 'departments') }}
     ) t
     where rn = 1
+    and id not in ('CAD', 'CSAD')
 ),
 department_tree as (
     -- Anchor: top-level department (parent_id is set to Sarens Group in the Excel)

transform/models/tap_spreadsheets_anywhere/job_change.sql

@@ -17,11 +17,18 @@ latest_departments AS (
     FROM {{ ref('department') }}
 ),
 
-positions_deduped AS (
-    SELECT DISTINCT ON (position_id) *
+-- note: Positions ID is not unique, hence removed the full deduplication logic
+-- however, we had positions with same start date while both having primary position set to true, hence only selecting a random one for now (temp workaround)
+deduplicated_positions AS (
+    SELECT DISTINCT ON (assigned_employee_id, assigned_employee_effective_date, assigned_unit_effective_date)
+        *
     FROM {{ source('tap_spreadsheets_anywhere', 'positions') }}
     WHERE _sdc_deleted_at IS NULL
-    ORDER BY position_id, _sdc_received_at DESC
+    ORDER BY assigned_employee_id, 
+        assigned_employee_effective_date DESC, 
+        assigned_unit_effective_date DESC, 
+        CASE WHEN primary_position = 'Yes' THEN 1 ELSE 0 END DESC,
+        _sdc_received_at DESC
 ),
 
 transformed_worker AS (
@@ -38,41 +45,45 @@ position_details AS (
         w.contracting_company AS new_contracting_company,
         d.path::ltree AS new_department_path,
         d.manager_id::BIGINT AS new_manager_id,
-        p.assigned_employee_effective_date::DATE AS new_job_effective_date,
-        p.fte_utilized_by_employee_in_this_position * 100 AS new_fte_percentage,
+        -- new job effective date: 
+        -- When both assigned_employee_effective_date and assigned_unit_effective_date are available, use the latest one
+        -- When only one of those is available, we pick that one (greatest ignores null values)
+        -- If none are available, we pick original_hire_date (this is the case if there is no position record)
+        COALESCE(GREATEST(p.assigned_employee_effective_date, p.assigned_unit_effective_date), w.original_hire_date)::DATE AS new_job_effective_date,
+        COALESCE(p.fte_utilized_by_employee_in_this_position * 100, 100) AS new_fte_percentage, -- Default to 100% if not specified
 		tw.id as worker_id
-    FROM positions_deduped p
-    LEFT JOIN latest_workers w
-        ON p.assigned_employee_id = w.user_id
+    FROM transformed_worker tw
+    LEFT JOIN deduplicated_positions p
+        ON p.assigned_employee_id = tw.worker_hris_id
     LEFT JOIN latest_departments d
         ON p.assigned_unit_id = d.department_hris_id
-	LEFT JOIN transformed_worker tw ON tw.worker_hris_id = w.user_id
+	LEFT JOIN latest_workers w ON tw.worker_hris_id = w.user_id
 ),
 
 job_changes_with_history AS (
     SELECT
         *,
-        LAG(position_title) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_function_title,
-        LAG(NULL::INTEGER) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_function_level,  -- Not available
-        LAG(w.user_type) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_type,
-        LAG(new_fte_percentage) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_fte_percentage,
-        LAG(w.location) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_work_location,
-        LAG(NULL::VARCHAR) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_work_location_type,
-        LAG(p.assigned_unit) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_team,
-        LAG(w.depot_cost_center) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_cost_center,
-        LAG(NULL::INTEGER) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_salary_monthly_gross_fixed,
-        LAG(NULL::INTEGER) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_salary_yearly_gross_fixed,
-        LAG(NULL::INTEGER) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_salary_yearly_gross_variable,
-        LAG(NULL::INTEGER) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_salary_yearly_fully_loaded_cost,
-        LAG(NULL::VARCHAR(3)) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_salary_currency,
-        LAG(NULL::INTEGER) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_salary_hay_grade,
-        LAG(d.path::ltree) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_department_path,
-        LAG(d.manager_id::BIGINT) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_manager_id,
-        LAG(w.collar_type) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_collar_type,
-        LAG(w.user_contract_type) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_contract_type,
-        LAG(w.contracting_company) OVER (PARTITION BY user_id ORDER BY new_job_effective_date) AS previous_contracting_company,
-        ROW_NUMBER() OVER (PARTITION BY user_id ORDER BY new_job_effective_date DESC) = 1 AS latest,
-        ROW_NUMBER() OVER (PARTITION BY user_id ORDER BY new_job_effective_date) = 1 AS is_first
+        LAG(position_title) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_function_title,
+        LAG(NULL::INTEGER) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_function_level,  -- Not available
+        LAG(w.user_type) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_type,
+        LAG(new_fte_percentage) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_fte_percentage,
+        LAG(w.location) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_work_location,
+        LAG(NULL::VARCHAR) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_work_location_type,
+        LAG(p.assigned_unit) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_team,
+        LAG(w.depot_cost_center) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_cost_center,
+        LAG(NULL::INTEGER) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_salary_monthly_gross_fixed,
+        LAG(NULL::INTEGER) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_salary_yearly_gross_fixed,
+        LAG(NULL::INTEGER) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_salary_yearly_gross_variable,
+        LAG(NULL::INTEGER) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_salary_yearly_fully_loaded_cost,
+        LAG(NULL::VARCHAR(3)) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_salary_currency,
+        LAG(NULL::INTEGER) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_salary_hay_grade,
+        LAG(d.path::ltree) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_department_path,
+        LAG(d.manager_id::BIGINT) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_manager_id,
+        LAG(w.collar_type) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_collar_type,
+        LAG(w.user_contract_type) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_contract_type,
+        LAG(w.contracting_company) OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) AS previous_contracting_company,
+        ROW_NUMBER() OVER (PARTITION BY worker_id ORDER BY new_job_effective_date DESC) = 1 AS latest,
+        ROW_NUMBER() OVER (PARTITION BY worker_id ORDER BY new_job_effective_date) = 1 AS is_first
     FROM position_details p
     LEFT JOIN latest_workers w ON p.assigned_employee_id = w.user_id
     LEFT JOIN latest_departments d ON p.assigned_unit_id = d.department_hris_id

transform/models/tap_spreadsheets_anywhere/performance_cycle.sql

@@ -5,16 +5,58 @@
 }}
 
 with distinct_cycles as (
-    select distinct task_name, task_status
+    select 
+        min(step_submission_date) as cycle_start_date,
+        max(step_submission_date) as cycle_end_date,
+        task_name,
+        case 
+            when count(case when task_status != 'Completed' then 1 end) = 0 
+            then 'Closed' 
+            else 'Open' 
+        end as task_status
     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,
-    null::date                         as start,
-    null::date                         as "end",
+        cycle_start_date::date               as start_date,
+        cycle_end_date::date                 as end_date,
         task_name                            as name,
-    task_status                        as status,
-    task_name                          as type
+        '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'
+)
+
+-- Combine original records with additional records
+select * from base_records
+where name != 'Performance Review 2024'
+union all
+select * from additional_records

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
@@ -49,7 +71,7 @@ select
     row_number() over (order by user_id, task_name)::bigint as id,
     null::date                          as start,
     status,
-    nullif(regexp_replace(overall_rating, '\D','','g'), '')::numeric as overall_rating_value,
+    nullif(regexp_replace(overall_rating, '^(\d+).*', '\1'), '')::numeric as overall_rating_value,
     overall_rating as overall_rating_text,
     cycle_id,
     worker_id,

transform/models/tap_spreadsheets_anywhere/performance_review_step.sql

@@ -17,20 +17,82 @@ steps as (
         user_id::text               as user_id,
         task_name,
         step_title                  as name,
+        case 
+            when step_title in ('Auto-évaluation des employés', 'Employee Self Review', 'Sarens Projects Review', 
+                               'Approbation des employés',  
+                               'Self Review') then 1
+            when step_title in ('Évaluation du manager', 'Functional Manager Review', 'Discussion et approbation du manager', 
+                               '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
+        end as sequence_number,
         step_status                 as status,
         step_submission_date::date  as completed_at
     from {{ source('tap_spreadsheets_anywhere', 'performance_review_steps') }}
     where is_not_removed_from_task = 1
+), 
+
+mandatory_steps as (
+    select 'Employee Self Review' as name, 1 as sequence_number
+    union all select 'Manager Review', 2
+    union all select 'Performance Conversation & Manager Sign-off', 3
+    union all select 'Employee Sign-Off', 4
+),
+
+-- Get all reviews that match our criteria
+filtered_reviews as (
+    select distinct
+        r.review_id,
+        r.user_id,
+        r.task_name
+    from review_base r
+    where r.task_name like 'Performance Review 2024%'
+),
+
+-- Generate all expected steps for these reviews
+expected_steps as (
+    select
+        r.review_id,
+        r.user_id,
+        r.task_name,
+        m.name,
+        m.sequence_number
+    from filtered_reviews r
+    cross join mandatory_steps m
+),
+
+-- Find which expected steps are missing from the source data
+missing_steps as (
+    select
+        e.user_id,
+        e.task_name,
+        e.name,
+        e.sequence_number,
+        'Not started' as status,
+        null::date as completed_at
+    from expected_steps e
+    left join steps s
+        on e.user_id = s.user_id
+        and e.task_name like s.task_name || '%' -- Also map for remapped cycle generic/n-1
+        and e.name = s.name
+    where s.user_id is null
 )
 
+-- Combine existing steps with missing steps
 select
     row_number() over (order by s.user_id, s.task_name, s.name)::bigint as id,
     r.review_id,
     s.name,
+    s.sequence_number,
     s.status,
     s.completed_at,
     null::date as due
-from steps s
+from (
+    select * from steps
+    union all
+    select * from missing_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

transform/models/tap_spreadsheets_anywhere/scoring.sql

@@ -16,7 +16,7 @@ total_scores as (
     select
         r.review_id,
         t.section_name                                    as dimension,
-        nullif(regexp_replace(t.final_rating, '\D','','g'), '')::numeric as score_value,
+        nullif(regexp_replace(t.final_rating, '^(\d+).*|.*', '\1'), '')::numeric as score_value,
         nullif(trim(t.final_rating), '')                  as score_text,
         null::text                                        as comment
     from {{ source('tap_spreadsheets_anywhere', 'performance_review_total_scoring') }} t
@@ -29,7 +29,7 @@ sub_scores as (
     select
         r.review_id,
         s.competency_name                                 as dimension,
-        nullif(regexp_replace(s.competency_rating_score, '\D','','g'), '')::numeric as score_value,
+        nullif(regexp_replace(s.competency_rating_score, '^(\d+).*|.*', '\1'), '')::numeric as score_value,
         nullif(trim(s.competency_rating_score), '')       as score_text,
         null::text                                        as comment
     from {{ source('tap_spreadsheets_anywhere', 'performance_review_sub_scoring') }} s

transform/models/tap_spreadsheets_anywhere/worker.sql

@@ -9,6 +9,9 @@ WITH latest_workers AS (
     SELECT DISTINCT ON (user_id) *
     FROM {{ source('tap_spreadsheets_anywhere', 'workers') }}
     WHERE _sdc_deleted_at IS NULL
+    AND user_id IS NOT NULL and user_id != '' -- Skipping empty user_ids
+    -- Skipping users with non-numeric user_id, as they are not valid
+    AND user_id ~ '^[0-9]+$'
     ORDER BY user_id, _sdc_received_at DESC
 ),
 
@@ -19,14 +22,24 @@ latest_positions AS (
     SELECT DISTINCT ON (assigned_employee_id) *
     FROM {{ source('tap_spreadsheets_anywhere', 'positions') }}
     WHERE _sdc_deleted_at IS NULL
-	AND primary_position = 'Yes'
-    ORDER BY assigned_employee_id, _sdc_received_at DESC, assigned_employee_effective_date
+	-- AND primary_position = 'Yes' -- Removed this filter, as there are employees with only non-primary positions
+    ORDER BY assigned_employee_id, _sdc_received_at DESC, assigned_employee_effective_date DESC, assigned_unit_effective_date DESC, CASE WHEN primary_position = 'Yes' THEN 1 ELSE 0 END DESC
+),
+
+-- Get the first position for each worker, to set the hire date
+-- This is to fix the "original hire date" column of the All users report containing dates before the first position
+first_positions AS (
+    SELECT DISTINCT ON (assigned_employee_id) *
+    FROM {{ source('tap_spreadsheets_anywhere', 'positions') }}
+    WHERE _sdc_deleted_at IS NULL
+    ORDER BY assigned_employee_id, _sdc_received_at DESC, GREATEST(assigned_employee_effective_date, assigned_unit_effective_date) ASC, CASE WHEN primary_position = 'Yes' THEN 1 ELSE 0 END DESC
 ),
 
 joined_data AS (
     SELECT
         w.user_id,
-        w.birth_date::DATE AS date_of_birth,
+        -- if birth_date is 01/01/1901, we consider it NULL
+        NULLIF(w.birth_date::DATE, '1901-01-01') AS date_of_birth,
         w.gender,
         w.nationality,
         NULL::VARCHAR AS first_name,  -- Not available
@@ -41,7 +54,7 @@ joined_data AS (
         NULL::VARCHAR AS address_country,
         NULL::VARCHAR AS phone_number,
         NULL::VARCHAR AS driver_license,
-        w.original_hire_date::DATE AS employment_start,
+        COALESCE(GREATEST(fp.assigned_employee_effective_date, fp.assigned_unit_effective_date), GREATEST(w.original_hire_date, w.last_hire_date))::DATE AS employment_start,
         w.user_type AS employment_type,
 		w.user_contract_type AS employment_contract_type,
 		w.contracting_company AS employment_contracting_company,
@@ -60,10 +73,10 @@ joined_data AS (
         NULL::INTEGER AS employment_criticality,
         NULL::VARCHAR AS employment_probation_status,
         NULL::DATE AS employment_probation_end_date,
-        d.path::ltree AS employment_department_path,
+        COALESCE(d.path::ltree, d2.path::ltree) AS employment_department_path,
         NULL::VARCHAR(254) AS email,
         NULL::DATE AS employment_earliest_retirement_date,
-        ROUND(p.fte_utilized_by_employee_in_this_position * 100)::INTEGER AS employment_fte_percentage,
+        COALESCE(ROUND(p.fte_utilized_by_employee_in_this_position * 100)::INTEGER, 100) AS employment_fte_percentage,
         NULL::INTEGER AS salary_hay_grade,
         NULL::VARCHAR(3) AS salary_currency,
         NULL::INTEGER AS salary_yearly_gross_fixed,
@@ -76,8 +89,12 @@ joined_data AS (
     FROM latest_workers w
     LEFT JOIN latest_positions p
         ON w.user_id = p.assigned_employee_id
-    LEFT JOIN {{ ref('department') }} d
+    LEFT JOIN first_positions fp
+        ON w.user_id = fp.assigned_employee_id
+    LEFT JOIN {{ ref('department') }} d -- Source = Department from Positions report, only relevant for active workers
         ON p.assigned_unit_id = d.department_hris_id
+    LEFT JOIN {{ ref('department') }} d2 -- Source = Business Unit from All Users report, only relevant for inactive workers
+        ON w.business_unit = d2.name AND nlevel(d2.path) = 3
 )
 
 SELECT
@@ -100,6 +117,9 @@ SELECT
     driver_license,
     employment_start,
     employment_type,
+    employment_contract_type,
+    employment_contracting_company,
+    employment_collar_type,
     employment_function_level,
     employment_function_title,
     employment_team,
@@ -107,6 +127,7 @@ SELECT
     employment_cost_center,
     employment_exit_type,
     employment_exit_date,
+    employment_exit_reason,
     performance_rating,
     performance_date,
     employment_manager_id,

transform/profiles/postgres/profiles.yml

@@ -16,7 +16,7 @@ meltano:
       search_path: "{{ env_var('DBT_POSTGRES_SEARCH_PATH', '') }}" # optional, override the default postgres search_path
       role: "{{ env_var('DBT_POSTGRES_ROLE', '') }}" # optional, set the role dbt assumes when executing queries
       # sslmode: "{{ env_var('DBT_POSTGRES_SSLMODE', '').split() }}" # optional, set the sslmode used to connect to the database
-    staging:
+    sarens-demo:
       type: postgres
       host: "{{ env_var('DBT_POSTGRES_HOST') }}"
       user: "{{ env_var('DBT_POSTGRES_USER') }}"