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Ability to report on Additional Offices in Contacts View #10162

Open ktanalyst opened 7 months ago

ktanalyst commented 7 months ago

I recently created a ticket to get the additional office IDs add to the PROPERTIES view in the Analytics Schema, which has been completed.

Please can the additional office ID fields also be added to the CONTACTS view?

Specification

AshDeeming commented 7 months ago

Related to; #9818

plittlewood-rpt commented 7 months ago

Hi @ktanalyst whilst this seems like a simple request the way the data is stored in the underlying database is very different and you can have an unlimited number of offices assigned to a contact, whereas on a property there is a finite amount. What this means is we might need to build a new model entirely to surface contact relationships with an office/negotiator and then see how this fits/alters the existing view of the world in the analytics schema.

ktanalyst commented 7 months ago

Hi Pete, in theory would it work in a similar way whereby the first office listed would equal 'additional_office_1' and so on? Obviously the infinite nature doesn't really help structure the table, but our requirements are for one additional office to sit against the contact.

For a bit of additional context, we need to use these fields to track the office in which our mortgage and solicitor referrals originate. As all referrals sit against the contact card, we can use main office as 'Mortgage Referral Office' and additional office as 'Solicitor Referral Office' (if the referral comes from a different office).

As far as I'm aware, it is very uncommon practice to add even a single additional office against a contact card, never mind an infinite number!

plittlewood-rpt commented 7 months ago

Hi @ktanalyst thanks for your feedback. Yes I understand your points entirely. We just need to be careful as the analytics schema is a schema that's shared across all our customers so we need to make sure we don't fall into the trap of doing things specific to one customer's way of using the system

ktanalyst commented 7 months ago

@plittlewood-rpt in the short space of time we've been using Data Warehouse we've identified a number of significant errors/omissions which not only improves our experience but will improve the appeal of the product for any existing or future customers too.

It doesn't sound like this issue will be resolved any time soon without some compromise, so if we can't add in additional_office_1 for the first additional office on a contact card - which wouldn't cause issues for any other customer - then please can you give an indication of timescale?

ktanalyst commented 7 months ago

Hi @plittlewood-rpt, we may have found a solution outside of Data Warehouse to help achieve what we need for this.

You may wish to continue looking into this at some point, but I'm happy for this ticket to be closed given the amount of time required to correct it.

Cheers Andy

plittlewood-rpt commented 7 months ago

Hi Andy

We will definitely get this implemented we just need to take the time to scope it correctly

Thanks

From: ktanalyst @.> Sent: Friday, November 17, 2023 11:45:00 AM To: reapit/foundations @.> Cc: Pete Littlewood @.>; Mention @.> Subject: [EXTERNAL] Re: [reapit/foundations] Ability to report on Additional Offices in Contacts View (Issue #10162)

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Hi @plittlewood-rpthttps://github.com/plittlewood-rpt, we may have found a solution outside of Data Warehouse to help achieve what we need for this.

You may wish to continue looking into this at some point, but I'm happy for this ticket to be closed given the amount of time required to correct it.

Cheers Andy

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ktanalyst commented 6 months ago

Hi @plittlewood-rpt , I've noticed additional negotiators can also be added against applicants. I assume this will be a similar scenario to contacts where the reporting could be an infinite number of fields allocated?

What would be really helpful is having a field that tells us whether the applicant has additional offices or negotiators (as Yes/No), as I know a full resolution could take a while to implement.