Update performance cycle type to 'annual' for all cycles

transform/models/tap_spreadsheets_anywhere/performance_cycle.sql

@@ -6,6 +6,8 @@
 
 with distinct_cycles as (
     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 
@@ -19,9 +21,9 @@ with distinct_cycles as (
 
 select
     dense_rank() over (order by task_name)::bigint as id,
-    null::date                         as start_date,
-    null::date                         as end_date,
-    task_name                          as name,
-    task_status                        as status,
-    task_name                          as type
+    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

transform/models/tap_spreadsheets_anywhere/performance_review.sql

@@ -49,7 +49,7 @@ 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

@@ -17,6 +17,16 @@ 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', 'Strategy Review', 'Finance Review', 
+                               'Sales Review', 'Fleet Review', 'Self Review', 'LCM Review', 'Operations Review') then 1
+            when step_title in ('Évaluation du manager', 'Functional Manager Review', 'Discussion et approbation du manager', 
+                               'Manager 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') }}
@@ -27,6 +37,7 @@ 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

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