Various query cleanups and optimizations based on chats with the team

2026-01-02_query-01-booking-people.sql

@@ -18,17 +18,27 @@ WITH config AS (
         -- For features, we'll look at this as features used in the company's day-to-day, and not
         -- evaluation attempts.
         360 AS long_term,
-        -- We'll only look back a few years since we want to make fairish comparisons betwen users
+        -- We'll only look back a few years since we want to make fairish comparisons between users
         -- exposed to "modern" ZenMaid tools.
-        CAST('2023-01-01' AS timestamp) AS date_cutoff
+        CAST('2023-01-01' AS timestamp) AS date_cutoff,
+        -- Not all users in our view will have had checklists available during the periods we're looking at,
+        -- so we want to flag each record as having them available or not.
+        CAST('2025-01-01' AS date) AS checklist_available_date
 ),
 -- Then establish a standard core set of user data
 users_with_churn_stats AS (
     SELECT id, active, billing_state,
-           DATE_TRUNC('month', created_at) AS month_created,
            created_at, free_trial_ends_at, updated_at,
-           updated_at::date - created_at::date AS lifespan
-    FROM users, config
+           churned_at, owner.max_owner_updated,
+           GREATEST(owner.max_owner_updated, users.churned_at) AS last_update,
+           GREATEST(owner.max_owner_updated, users.churned_at)::date - created_at::date AS lifespan
+    FROM config, users
+        JOIN LATERAL (
+            SELECT user_id, max(updated_at) AS max_owner_updated
+            FROM employees
+            WHERE user_id = users.id
+            GROUP BY user_id
+        ) owner ON users.id = owner.user_id
     -- We'll only look at newish users.
     WHERE created_at >= config.date_cutoff
 ),
@@ -89,12 +99,11 @@ users_to_examine AS (
 booking_form_counts AS (
     -- Establish a summary of records with ages
     WITH summary AS (
-        SELECT booking_forms.user_id,  booking_forms.created_at::date - users.created_at::date AS created_age
+        SELECT booking_forms.user_id,  booking_forms.created_at::date - users_to_examine.created_at::date AS created_age
         FROM config, booking_forms
-            JOIN users ON booking_forms.user_id = users.id
+            JOIN users_to_examine ON booking_forms.user_id = users_to_examine.id
         WHERE booking_forms.created_at >= config.date_cutoff
-            AND users.created_at >= config.date_cutoff
-            AND booking_forms.created_at <= users.created_at::date + config.long_term
+            AND booking_forms.created_at <= users_to_examine.created_at::date + config.long_term
     ),
     -- Group by week for line charts
     weekly_counts AS (
@@ -127,14 +136,13 @@ booking_form_counts AS (
 booking_counts AS (
     -- Establish a summary of records with ages
     WITH summary AS (
-        SELECT booking_forms.user_id, bookings.created_at::date - users.created_at::date AS created_age
+        SELECT booking_forms.user_id, bookings.created_at::date - users_to_examine.created_at::date AS created_age
          FROM config,
               booking_forms
-                  JOIN users ON booking_forms.user_id = users.id
+                  JOIN users_to_examine ON booking_forms.user_id = users_to_examine.id
                   JOIN bookings ON bookings.booking_form_id = booking_forms.id
          WHERE booking_forms.created_at >= config.date_cutoff
            AND bookings.created_at >= config.date_cutoff
-           AND users.created_at >= config.date_cutoff
     ),
      -- Group by week for line charts
      weekly_counts AS (
@@ -169,12 +177,11 @@ booking_counts AS (
 employee_counts AS (
     -- Establish a summary of records with ages
     WITH summary AS (
-        SELECT employees.user_id,  employees.created_at::date - users.created_at::date AS created_age
+        SELECT employees.user_id,  employees.created_at::date - users_to_examine.created_at::date AS created_age
         FROM config, employees
-            JOIN users ON employees.user_id = users.id
+            JOIN users_to_examine ON employees.user_id = users_to_examine.id
         WHERE employees.created_at >= config.date_cutoff
-            AND users.created_at >= config.date_cutoff
-            AND employees.created_at <= users.created_at::date + config.long_term
+            AND employees.created_at <= users_to_examine.created_at::date + config.long_term
     ),
     -- Group by week for line charts
     weekly_counts AS (
@@ -207,12 +214,11 @@ employee_counts AS (
 contact_counts AS (
     -- Establish a summary of records with ages
     WITH summary AS (
-        SELECT customers.user_id,  customers.created_at::date - users.created_at::date AS created_age
+        SELECT customers.user_id,  customers.created_at::date - users_to_examine.created_at::date AS created_age
         FROM config, customers
-            JOIN users ON customers.user_id = users.id
+            JOIN users_to_examine ON customers.user_id = users_to_examine.id
         WHERE customers.created_at >= config.date_cutoff
-            AND users.created_at >= config.date_cutoff
-            AND customers.created_at <= users.created_at::date + config.long_term
+            AND customers.created_at <= users_to_examine.created_at::date + config.long_term
     ),
     -- Group by week for line charts
     weekly_counts AS (
@@ -248,7 +254,6 @@ SELECT users_to_examine.id,
        users_to_examine.free_trial_ends_at,
        users_to_examine.category,
        users_to_examine.created_at,
-       users_to_examine.month_created,
        users_to_examine.updated_at,
        users_to_examine.lifespan,
        COALESCE(booking_form_counts.short_term, 0) AS booking_forms_short_term,
@@ -271,7 +276,7 @@ SELECT users_to_examine.id,
        COALESCE(contact_counts.long_term, 0) AS contacts_long_term,
        COALESCE(contact_counts.total, 0) AS contacts,
        COALESCE(contact_counts.weekly_counts, '{}'::jsonb) AS contacts_weekly_counts
-FROM users_to_examine
+FROM config, users_to_examine
     LEFT JOIN booking_form_counts ON booking_form_counts.user_id = users_to_examine.id
     LEFT JOIN booking_counts ON booking_counts.user_id = users_to_examine.id
     LEFT JOIN employee_counts ON employee_counts.user_id = users_to_examine.id