Split reporting.res_report_summary input CTEs out into dedicated tables

dbt/models/reporting/docs.md

@@ -32,14 +32,54 @@ Feeds public reporting assets.
 # res_report_summary
 
 {% docs table_res_report_summary %}
-Materialized version of `reporting.vw_res_report_summary`.
+Aggregates statistics on characteristics, classes, AVs, and sales
+by assessment stage, property groups, year, and various geographies.
+Feeds public reporting assets.
 
-Materialized to speed up queries for Tableau.
+Materialized once per day to speed up queries for Tableau.
+
+## Nuance
+
+- Model and assessment values are gathered independently and
+  aggregated via a union rather than a join, so it's important to keep in mind
+  that years for model and assessment stages do NOT need to match, i.e. we can
+  have 2023 model values in the table before there are any 2023 assessment
+  values to report on. Sales are added via a lagged join, so `sale_year` should
+  always be `year - 1`. It is also worth nothing that "model year" is
+  incremented by 1 solely for the sake of reporting in this table, meaning that
+  models with a `meta_year` value of 2022 in `model.assessment_pin` will
+  populate the table with a value of 2023 for `year`.
 
 **Primary Key**: `year`, `geography_type`, `geography_id`, `assessment_stage`,
 `property_group`
 {% enddocs %}
 
+# res_report_summary_sales_input
+
+{% docs table_res_report_summary_sales_input %}
+Input table for `reporting.res_report_summary` that produces the raw
+sales data that `res_report_summary` aggregates.
+
+We split these input data out into a separate table to speed up query time for
+`res_report_summary`, since otherwise it needs to rerun the query logic
+for every possible geography and reporting group combination.
+
+**Primary Key**: `pin`, `doc_no`
+{% enddocs %}
+
+# res_report_summary_values_input
+
+{% docs table_res_report_summary_values_input %}
+Input table for `reporting.res_report_summary` that produces the raw
+characteristic and value data that `res_report_summary` aggregates.
+
+We split these input data out into a separate table to speed up query time for
+`res_report_summary`, since otherwise it needs to rerun the query logic
+for every possible geography and reporting group combination.
+
+**Primary Key**: `pin`, `year`
+{% enddocs %}
+
 # vw_assessment_roll
 
 {% docs view_vw_assessment_roll %}
@@ -120,17 +160,6 @@ The assessment stages are:
 **Primary Key**: `year`, `pin`, `stage_name`
 {% enddocs %}
 
-# vw_res_report_summary
-
-{% docs view_vw_res_report_summary %}
-Aggregates statistics on characteristics, classes, AVs, and sales
-by assessment stage, property groups, year, and various geographies.
-Feeds public reporting assets.
-
-**Primary Key**: `year`, `geography_type`, `geography_id`, `assessment_stage`,
-`property_group`
-{% enddocs %}
-
 # vw_top_5
 
 {% docs view_vw_top_5 %}

dbt/models/reporting/reporting.res_report_summary.sql

@@ -27,112 +27,15 @@ Intended to be materialized daily through a GitHub action.
     )
 }}
 
--- AVs and model values
-WITH all_fmvs AS (
-    SELECT
-        ap.meta_pin AS pin,
-        ap.year,
-        'model' AS assessment_stage,
-        ap.pred_pin_final_fmv_round AS total
-    FROM {{ source('model', 'assessment_pin') }} AS ap
-    INNER JOIN {{ ref('model.final_model') }} AS fm
-        ON ap.run_id = fm.run_id
-        AND ap.year = fm.year
-        AND (
-            -- If reassessment year, use different models for different towns
-            (
-                CONTAINS(fm.township_code_coverage, ap.township_code)
-                AND ap.meta_triad_code = fm.triad_code
-            )
-            -- Otherwise, just use whichever model is "final"
-            OR (ap.meta_triad_code != fm.triad_code AND fm.is_final)
-        )
-
-    UNION ALL
-
-    SELECT
-        pin,
-        year,
-        stage_name AS assessment_stage,
-        tot * 10 AS total
-    FROM {{ ref('reporting.vw_pin_value_long') }}
-    WHERE year >= '2021'
-),
-
--- Combined SF/MF and condo characteristics
-chars AS (
-    SELECT
-        parid AS pin,
-        taxyr AS year,
-        MIN(yrblt) AS yrblt,
-        SUM(sfla) AS total_bldg_sf
-    FROM {{ source('iasworld', 'dweldat') }}
-    WHERE cur = 'Y'
-        AND deactivat IS NULL
-    GROUP BY parid, taxyr
-    UNION ALL
-    SELECT
-        pin,
-        year,
-        char_yrblt AS yrblt,
-        char_building_sf AS total_bldg_sf
-    FROM {{ ref('default.vw_pin_condo_char') }}
-    WHERE NOT is_parking_space
-        AND NOT is_common_area
+-- Assign input tables to CTEs for ease of reference in macros
+WITH all_values AS (
+    SELECT * FROM {{ ref('reporting.res_report_summary_values_input') }}
 ),
 
--- Join land, chars, and reporting groups to values
-all_values AS (
-    SELECT
-        fmvs.pin,
-        vptc.property_group,
-        vptc.class,
-        vptc.triad_name AS triad,
-        vptc.township_code,
-        CONCAT(vptc.township_code, vptc.nbhd) AS townnbhd,
-        fmvs.year,
-        fmvs.assessment_stage,
-        fmvs.total,
-        chars.yrblt,
-        chars.total_bldg_sf,
-        vpl.sf AS total_land_sf
-    FROM all_fmvs AS fmvs
-    LEFT JOIN {{ ref('reporting.vw_pin_township_class') }} AS vptc
-        ON fmvs.pin = vptc.pin
-        AND fmvs.year = vptc.year
-    INNER JOIN chars
-        ON fmvs.pin = chars.pin
-        AND fmvs.year = chars.year
-    LEFT JOIN {{ ref('default.vw_pin_land') }} AS vpl
-        ON fmvs.pin = vpl.pin
-        AND fmvs.year = vpl.year
-    WHERE vptc.property_group IS NOT NULL
-        AND vptc.triad_name IS NOT NULL
-),
-
--- Sales, filtered to exclude outliers and mutlisales
-sales AS (
-    SELECT
-        vwps.sale_price,
-        vwps.year AS sale_year,
-        tc.property_group,
-        tc.township_code,
-        vwps.nbhd AS townnbhd
-    FROM {{ ref('default.vw_pin_sale') }} AS vwps
-    LEFT JOIN {{ ref('reporting.vw_pin_township_class') }} AS tc
-        ON vwps.pin = tc.pin
-        AND vwps.year = tc.year
-    WHERE NOT vwps.is_multisale
-        AND NOT vwps.sale_filter_is_outlier
-        AND NOT vwps.sale_filter_deed_type
-        AND NOT vwps.sale_filter_less_than_10k
-        AND NOT vwps.sale_filter_same_sale_within_365
-        AND tc.property_group IS NOT NULL
-        AND tc.triad_name IS NOT NULL
+all_sales AS (
+    SELECT * FROM {{ ref('reporting.res_report_summary_sales_input') }}
 ),
 
---- AGGREGATE ---
-
 -- Aggregate and stack stats on AV and characteristics for each reporting group
 aggregated_values AS (
     -- By township, assessment_stage, and property group
@@ -157,25 +60,25 @@ aggregated_values AS (
 ),
 
 -- Aggregate and stack stats on sales for each reporting group
-all_sales AS (
+aggregated_sales AS (
     -- By township and property group
     {{ res_report_summarize_sales(
-        from = 'sales', geo_type = 'Town', prop_group = True
+        from = 'all_sales', geo_type = 'Town', prop_group = True
         ) }}
     UNION ALL
     -- By township
     {{ res_report_summarize_sales(
-        from = 'sales', geo_type = 'Town', prop_group = False
+        from = 'all_sales', geo_type = 'Town', prop_group = False
         ) }}
     UNION ALL
     -- By neighborhood and property group
     {{ res_report_summarize_sales(
-        from = 'sales', geo_type = 'TownNBHD', prop_group = True
+        from = 'all_sales', geo_type = 'TownNBHD', prop_group = True
         ) }}
     UNION ALL
     -- By neighborhood
     {{ res_report_summarize_sales(
-        from = 'sales', geo_type = 'TownNBHD', prop_group = False
+        from = 'all_sales', geo_type = 'TownNBHD', prop_group = False
         ) }}
 )
 
@@ -189,7 +92,7 @@ SELECT
 FROM aggregated_values AS av
 -- Join sales so that values for a given year can be compared
 -- to a complete set of sales from the previous year
-LEFT JOIN all_sales AS asl
+LEFT JOIN aggregated_sales AS asl
     ON av.geography_id = asl.geography_id
     AND CAST(av.year AS INT) = CAST(asl.sale_year AS INT) + 1
     AND av.property_group = asl.property_group

dbt/models/reporting/reporting.res_report_summary_sales_input.sql

@@ -0,0 +1,39 @@
+/*
+Input table for `reporting.res_report_summary` that produces the raw sales data
+that `res_report_summary` aggregates. We split these input data out into a
+separate table to speed up query time for `res_report_summary`, since otherwise
+it needs to rerun the query logic below for every possible geography and
+reporting group combination.
+
+See `reporting.res_report_summary` for a full description of these data.
+
+Intended to be materialized daily through a GitHub action.
+*/
+
+{{
+    config(
+        materialized='table',
+        partitioned_by=['sale_year']
+    )
+}}
+
+-- Sales, filtered to exclude outliers and mutlisales
+SELECT
+    vwps.pin,
+    vwps.doc_no,
+    vwps.sale_price,
+    tc.property_group,
+    tc.township_code,
+    vwps.nbhd AS townnbhd,
+    vwps.year AS sale_year
+FROM {{ ref('default.vw_pin_sale') }} AS vwps
+LEFT JOIN {{ ref('reporting.vw_pin_township_class') }} AS tc
+    ON vwps.pin = tc.pin
+    AND vwps.year = tc.year
+WHERE NOT vwps.is_multisale
+    AND NOT vwps.sale_filter_is_outlier
+    AND NOT vwps.sale_filter_deed_type
+    AND NOT vwps.sale_filter_less_than_10k
+    AND NOT vwps.sale_filter_same_sale_within_365
+    AND tc.property_group IS NOT NULL
+    AND tc.triad_name IS NOT NULL

dbt/models/reporting/reporting.res_report_summary_values_input.sql

@@ -0,0 +1,106 @@
+/*
+Input table for `reporting.res_report_summary` that produces the raw
+characteristic and value data that `res_report_summary` aggregates. We split
+these input data out into a separate table to speed up query time for
+`res_report_summary`, since otherwise it needs to rerun the query logic below
+for every possible geography and reporting group combination.
+
+This table takes model and assessment values from two separate tables and
+stacks them. Model and assessment values are gathered independently and
+aggregated via a UNION rather than a JOIN, so it's important to keep in mind
+that years for model and assessment stages do NOT need to match, i.e. we can
+have 2023 model values in the table before there are any 2023 assessment values
+to report on.
+
+See `reporting.res_report_summary` for a full description of these data.
+
+Intended to be materialized daily through a GitHub action.
+*/
+
+{{
+    config(
+        materialized='table',
+        partitioned_by=['year']
+    )
+}}
+
+-- AVs and model values
+WITH all_fmvs AS (
+    SELECT
+        ap.meta_pin AS pin,
+        ap.year,
+        'model' AS assessment_stage,
+        ap.pred_pin_final_fmv_round AS total
+    FROM {{ source('model', 'assessment_pin') }} AS ap
+    INNER JOIN {{ ref('model.final_model') }} AS fm
+        ON ap.run_id = fm.run_id
+        AND ap.year = fm.year
+        AND (
+            -- If reassessment year, use different models for different towns
+            (
+                CONTAINS(fm.township_code_coverage, ap.township_code)
+                AND ap.meta_triad_code = fm.triad_code
+            )
+            -- Otherwise, just use whichever model is "final"
+            OR (ap.meta_triad_code != fm.triad_code AND fm.is_final)
+        )
+
+    UNION ALL
+
+    SELECT
+        pin,
+        year,
+        stage_name AS assessment_stage,
+        tot * 10 AS total
+    FROM {{ ref('reporting.vw_pin_value_long') }}
+    WHERE year >= '2021'
+),
+
+-- Combined SF/MF and condo characteristics
+chars AS (
+    SELECT
+        parid AS pin,
+        taxyr AS year,
+        MIN(yrblt) AS yrblt,
+        SUM(sfla) AS total_bldg_sf
+    FROM {{ source('iasworld', 'dweldat') }}
+    WHERE cur = 'Y'
+        AND deactivat IS NULL
+    GROUP BY parid, taxyr
+    UNION ALL
+    SELECT
+        pin,
+        year,
+        char_yrblt AS yrblt,
+        char_building_sf AS total_bldg_sf
+    FROM {{ ref('default.vw_pin_condo_char') }}
+    WHERE NOT is_parking_space
+        AND NOT is_common_area
+)
+
+-- Join land, chars, and reporting groups to values
+SELECT
+    fmvs.pin,
+    vptc.property_group,
+    vptc.class,
+    vptc.triad_name AS triad,
+    vptc.township_code,
+    CONCAT(vptc.township_code, vptc.nbhd) AS townnbhd,
+    fmvs.assessment_stage,
+    fmvs.total,
+    chars.yrblt,
+    chars.total_bldg_sf,
+    vpl.sf AS total_land_sf,
+    fmvs.year
+FROM all_fmvs AS fmvs
+LEFT JOIN {{ ref('reporting.vw_pin_township_class') }} AS vptc
+    ON fmvs.pin = vptc.pin
+    AND fmvs.year = vptc.year
+INNER JOIN chars
+    ON fmvs.pin = chars.pin
+    AND fmvs.year = chars.year
+LEFT JOIN {{ ref('default.vw_pin_land') }} AS vpl
+    ON fmvs.pin = vpl.pin
+    AND fmvs.year = vpl.year
+WHERE vptc.property_group IS NOT NULL
+    AND vptc.triad_name IS NOT NULL

dbt/models/reporting/schema.yml

@@ -123,6 +123,18 @@ models:
           - assessment_stage
           - year
 
+  - name: reporting.res_report_summary_sales_input
+    description: '{{ doc("table_res_report_summary_sales_input") }}'
+    config:
+      tags:
+        - daily
+
+  - name: reporting.res_report_summary_values_input
+    description: '{{ doc("table_res_report_summary_values_input") }}'
+    config:
+      tags:
+        - daily
+
   - name: reporting.vw_assessment_roll
     description: '{{ doc("view_vw_assessment_roll") }}'
     data_tests: