@kaelio/ktx 0.0.0 → 0.1.0-rc.0

package/assets/demo/orbit/raw-sources/dbt/schema.yml

@@ -0,0 +1,455 @@
+version: 2
+
+models:
+  - name: stg_accounts
+    description: 'Customer and internal/test account records for Orbit.'
+    columns:
+      - name: account_id
+        data_tests:
+          - not_null
+          - unique
+      - name: sales_region
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [na, emea, apac]
+      - name: size_band
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [smb, mid_market, enterprise]
+      - name: lifecycle_status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [prospect, active, churned, internal, test]
+  - name: stg_account_hierarchy
+    description: 'Parent-child account relationships used for enterprise retention grain.'
+    columns:
+      - name: account_hierarchy_id
+        data_tests:
+          - not_null
+          - unique
+      - name: relationship_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [subsidiary, division, billing_group]
+  - name: stg_plans
+    description: 'Canonical and historical Orbit pricing plans.'
+    columns:
+      - name: plan_id
+        data_tests:
+          - not_null
+          - unique
+      - name: canonical_plan_code
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [starter, growth, enterprise]
+  - name: stg_contracts
+    description: 'Contract records that provide contract-first ARR for active accounts.'
+    columns:
+      - name: contract_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [draft, active, cancelled, expired]
+      - name: renewal_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [new, renewal, expansion, downgrade]
+  - name: stg_subscriptions
+    description: 'Subscription rows used when active contract ARR is not present for a covered period.'
+    columns:
+      - name: subscription_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [active, cancelled, past_due, trialing]
+  - name: stg_contract_discount_terms
+    description: 'Contract discount terms that explain Q1 2026 enterprise contraction movement.'
+    columns:
+      - name: discount_term_id
+        data_tests:
+          - not_null
+          - unique
+      - name: discount_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [launch, renewal, migration, goodwill]
+  - name: stg_arr_movements
+    description: 'ARR movement ledger used by retention and expansion marts.'
+    columns:
+      - name: arr_movement_id
+        data_tests:
+          - not_null
+          - unique
+      - name: movement_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [new, expansion, contraction, churn, reactivation]
+  - name: stg_invoices
+    description: 'Billing invoices that anchor gross revenue recognition dates.'
+    columns:
+      - name: invoice_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [draft, open, paid, void, failed]
+      - name: currency
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [USD]
+  - name: stg_invoice_line_items
+    description: 'Invoice line items used to split gross revenue, credits, seats, usage, and addons.'
+    columns:
+      - name: invoice_line_item_id
+        data_tests:
+          - not_null
+          - unique
+      - name: line_item_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [subscription, seat, usage, addon, credit]
+  - name: stg_refunds
+    description: 'Refund events that reduce net revenue in the refund month.'
+    columns:
+      - name: refund_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [pending, succeeded, failed, cancelled]
+  - name: stg_plan_segment_mapping
+    description: 'Effective-dated mapping from canonical plans and size bands to reporting segments.'
+    columns:
+      - name: plan_segment_mapping_id
+        data_tests:
+          - not_null
+          - unique
+      - name: canonical_plan_code
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [starter, growth, enterprise]
+      - name: size_band
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [smb, mid_market, enterprise]
+      - name: segment
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [self_serve, commercial, enterprise]
+  - name: stg_users
+    description: 'Orbit user identities shared across warehouse, Slack, Looker, Notion, and Drive artifacts.'
+    columns:
+      - name: user_id
+        data_tests:
+          - not_null
+          - unique
+  - name: stg_activation_events
+    description: 'Account and requester activation events across the January policy change.'
+    columns:
+      - name: activation_event_id
+        data_tests:
+          - not_null
+          - unique
+      - name: event_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [first_requester_login, requester_activated, first_approved_purchase_request, account_activated]
+      - name: policy_version
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [pre_2026_01_15, post_2026_01_15]
+  - name: stg_sessions
+    description: 'Product sessions used for pre-policy activation and activity exclusions.'
+    columns:
+      - name: session_id
+        data_tests:
+          - not_null
+          - unique
+  - name: stg_purchase_requests
+    description: 'Procurement request records used for activation, requester activity, and health signals.'
+    columns:
+      - name: purchase_request_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [draft, submitted, approved, rejected, cancelled]
+  - name: stg_approval_events
+    description: 'Approval decisions tied to procurement requests.'
+    columns:
+      - name: approval_event_id
+        data_tests:
+          - not_null
+          - unique
+      - name: decision
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [approved, rejected, returned]
+  - name: stg_suppliers
+    description: 'Supplier directory records associated with procurement workflow events.'
+    columns:
+      - name: supplier_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [invited, onboarding, active, inactive]
+  - name: stg_supplier_onboarding_events
+    description: 'Supplier onboarding milestones that qualify as procurement workflow activity.'
+    columns:
+      - name: supplier_onboarding_event_id
+        data_tests:
+          - not_null
+          - unique
+      - name: event_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [invited, profile_started, profile_completed, approved]
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [pending, completed, blocked]
+  - name: stg_purchase_orders
+    description: 'Purchase orders generated from approved procurement requests.'
+    columns:
+      - name: purchase_order_id
+        data_tests:
+          - not_null
+          - unique
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [created, sent, fulfilled, cancelled]
+  - name: stg_support_tickets
+    description: 'Customer support tickets that inform account health and risk.'
+    columns:
+      - name: support_ticket_id
+        data_tests:
+          - not_null
+          - unique
+      - name: severity
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [low, medium, high, critical]
+      - name: status
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [open, pending, solved, closed]
+  - name: stg_account_owners
+    description: 'Effective-dated ownership assignments for account health, renewals, and escalation context.'
+    columns:
+      - name: account_owner_id
+        data_tests:
+          - not_null
+          - unique
+      - name: owner_team
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [sales_ops, customer_success, finance]
+  - name: int_active_contract_arr
+    description: Active contract ARR as of 2026-03-31.
+    columns:
+      - name: contract_id
+        data_tests:
+          - not_null
+          - unique
+  - name: int_parent_account_arr_movements
+    description: Parent-account movement rollups for retention metrics.
+    columns:
+      - name: arr_movement_id
+        data_tests:
+          - not_null
+          - unique
+      - name: movement_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [new, expansion, contraction, churn, reactivation]
+      - name: is_discount_expiration_contraction
+        description: Discount expiration contraction flag used to keep discount movement separate from churn.
+  - name: int_revenue_components
+    description: Daily gross, credit, refund, and net revenue components.
+  - name: int_procurement_qualifying_actions
+    description: Non-internal, non-test requester activity for large active contracts in the golden week.
+  - name: int_activation_policy_windows
+    description: Activation cohort counts around the January 2026 policy change.
+  - name: int_customer_health_signals
+    description: Support-ticket and recent-procurement signals for customer health risk.
+  - name: mart_arr_daily
+    description: Board-prep ARR as of the metric date.
+    meta:
+      governed_metric_key: arr
+      owner_team: finance
+      notion_locator: notion://notion_page_arr_contract_reporting#arr-contract-first
+      expected_answer: expected-answer://arr_as_of_2026_03_31
+    columns:
+      - name: metric_date
+        data_tests:
+          - not_null
+          - unique
+      - name: arr_cents
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [1874200000]
+                quote: false
+  - name: mart_nrr_quarterly
+    description: Enterprise quarterly net revenue retention.
+    meta:
+      governed_metric_key: net_revenue_retention
+      owner_team: analytics
+      notion_locator: notion://notion_page_retention_policy_current#nrr-definition
+      expected_answer: expected-answer://enterprise_nrr_q1_vs_q4_breakout
+    columns:
+      - name: quarter_label
+        data_tests:
+          - not_null
+      - name: net_revenue_retention
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [1.018]
+                quote: false
+              config:
+                where: "quarter_label = '2026-Q1' and segment = 'enterprise'"
+          - accepted_values:
+              arguments:
+                values: [1.064]
+                quote: false
+              config:
+                where: "quarter_label = '2025-Q4' and segment = 'enterprise'"
+  - name: mart_retention_movement_breakout
+    description: Q1 2026 enterprise retention movement breakout.
+    meta:
+      governed_metric_key: net_revenue_retention
+      owner_team: analytics
+      notion_locator: notion://notion_page_retention_policy_current#discount-expiration-treatment
+      expected_answer: expected-answer://enterprise_expansions_q1_2026
+    columns:
+      - name: movement_type
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [expansion, contraction, churn]
+      - name: movement_reason
+        description: Includes discount_expiration contraction, which is not churn.
+      - name: parent_account_count
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [11]
+                quote: false
+              config:
+                where: "movement_type = 'contraction' and movement_reason = 'discount_expiration'"
+      - name: expansion_arr_cents
+        description: Expansion ARR cents for Q1 enterprise movement rows.
+  - name: mart_revenue_daily
+    description: Daily revenue mart that reconciles gross, credits, refunds, and net revenue.
+    meta:
+      governed_metric_key: net_revenue
+      owner_team: finance
+      notion_locator: notion://notion_page_revenue_reporting_policy#gross-to-net-reconciliation
+      expected_answer: expected-answer://revenue_net_vs_gross_reconciliation
+    columns:
+      - name: revenue_date
+        data_tests:
+          - not_null
+          - unique
+      - name: reconciliation_check
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [true]
+                quote: false
+      - name: net_revenue_cents
+        description: Daily net revenue in cents; February 2026 total is covered by assert_february_2026_net_revenue.
+  - name: mart_account_activity
+    description: Activation policy comparison values.
+    meta:
+      governed_metric_key: activated_accounts
+      owner_team: growth
+      notion_locator: notion://notion_page_activation_policy_decision#policy-change
+      expected_answer: expected-answer://activation_after_policy_change
+  - name: mart_procurement_activity
+    description: Weekly active requester counts for large active contracts.
+    meta:
+      governed_metric_key: weekly_active_requesters
+      owner_team: product
+      notion_locator: notion://notion_page_procurement_instrumentation#qualifying-procurement-actions
+      expected_answer: expected-answer://active_requesters_last_week_large_contracts
+    columns:
+      - name: active_requesters
+        description: Weekly active requesters for large active contracts.
+  - name: mart_customer_health
+    description: Customer-health risk mart as of 2026-03-31.
+    meta:
+      governed_metric_key: active_customers
+      owner_team: customer_success
+      notion_locator: notion://notion_page_customer_health_playbook#risk-definition
+      expected_answer: expected-answer://customer_health_risk_accounts
+    columns:
+      - name: account_id
+        data_tests:
+          - not_null
+          - unique
+      - name: risk_level
+        data_tests:
+          - accepted_values:
+              arguments:
+                values: [low, medium, high]
+  - name: mart_account_segments
+    description: Current plan, size band, and reporting segment for accounts.
+    meta:
+      governed_metric_key: segment
+      owner_team: sales_ops
+      notion_locator: notion://notion_page_sales_ops_segmentation#growth-plan-normalization
+      expected_answer: expected-answer://enterprise_nrr_q1_vs_q4_breakout
+    columns:
+      - name: account_id
+        data_tests:
+          - not_null
+          - unique
+      - name: normalized_plan_code
+        description: pro_plus is normalized to growth through plans.canonical_plan_code.

package/assets/demo/orbit/raw-sources/dbt/sources.yml

@@ -0,0 +1,48 @@
+version: 2
+
+sources:
+  - name: orbit_raw
+    schema: orbit_raw
+    tables:
+      - name: accounts
+        description: 'Customer and internal/test account records for Orbit.'
+      - name: account_hierarchy
+        description: 'Parent-child account relationships used for enterprise retention grain.'
+      - name: plans
+        description: 'Canonical and historical Orbit pricing plans.'
+      - name: contracts
+        description: 'Contract records that provide contract-first ARR for active accounts.'
+      - name: subscriptions
+        description: 'Subscription rows used when active contract ARR is not present for a covered period.'
+      - name: contract_discount_terms
+        description: 'Contract discount terms that explain Q1 2026 enterprise contraction movement.'
+      - name: arr_movements
+        description: 'ARR movement ledger used by retention and expansion marts.'
+      - name: invoices
+        description: 'Billing invoices that anchor gross revenue recognition dates.'
+      - name: invoice_line_items
+        description: 'Invoice line items used to split gross revenue, credits, seats, usage, and addons.'
+      - name: refunds
+        description: 'Refund events that reduce net revenue in the refund month.'
+      - name: plan_segment_mapping
+        description: 'Effective-dated mapping from canonical plans and size bands to reporting segments.'
+      - name: users
+        description: 'Orbit user identities shared across warehouse, Slack, Looker, Notion, and Drive artifacts.'
+      - name: activation_events
+        description: 'Account and requester activation events across the January policy change.'
+      - name: sessions
+        description: 'Product sessions used for pre-policy activation and activity exclusions.'
+      - name: purchase_requests
+        description: 'Procurement request records used for activation, requester activity, and health signals.'
+      - name: approval_events
+        description: 'Approval decisions tied to procurement requests.'
+      - name: suppliers
+        description: 'Supplier directory records associated with procurement workflow events.'
+      - name: supplier_onboarding_events
+        description: 'Supplier onboarding milestones that qualify as procurement workflow activity.'
+      - name: purchase_orders
+        description: 'Purchase orders generated from approved procurement requests.'
+      - name: support_tickets
+        description: 'Customer support tickets that inform account health and risk.'
+      - name: account_owners
+        description: 'Effective-dated ownership assignments for account health, renewals, and escalation context.'

package/assets/demo/orbit/raw-sources/notion/activation-policy-decision-record.md

@@ -0,0 +1,49 @@
+---
+page_id: notion_page_activation_policy_decision
+title: 'Activation Policy Decision Record'
+owner_person_key: leo_martin
+owner_team: growth
+owner_notion_user_id: notion_user_0003
+status: current
+created_time: 2026-01-10T14:00:00-08:00
+last_edited_time: 2026-02-18T11:10:00-08:00
+tags:
+  - growth
+  - activation
+  - policy
+related_expected_answers:
+  - activation_after_policy_change
+related_metric_keys:
+  - activated_accounts
+anchors:
+  - notion://notion_page_activation_policy_decision#policy-change
+---
+
+# Activation Policy Decision Record
+
+Owner: Leo Martin (growth)
+
+## Policy Change
+Anchor: notion://notion_page_activation_policy_decision#policy-change
+
+Before 2026-01-15, account activation means first requester login.
+
+On and after 2026-01-15, account activation means first approved purchase request plus at least three activated requesters.
+
+Activated requesters are non-internal, non-test requester users with either a qualifying session before the policy date or a qualifying procurement action after it.
+
+The governed comparison reports a 0.563 pre-policy 30-day activation rate and a 0.639 post-policy 30-day activation rate.
+
+## Pre-Change Definition
+Anchor: notion://notion_page_activation_policy_decision#pre-change-definition
+
+## Post-Change Definition
+Anchor: notion://notion_page_activation_policy_decision#post-change-definition
+
+## Dashboard Impact
+Anchor: notion://notion_page_activation_policy_decision#dashboard-impact
+
+## Related Evidence
+
+- notion://notion_page_activation_policy_decision#policy-change
+- expected-answer://activation_after_policy_change

package/assets/demo/orbit/raw-sources/notion/analyst-onboarding.md

@@ -0,0 +1,35 @@
+---
+page_id: notion_page_analyst_onboarding
+title: 'Analyst Onboarding'
+owner_person_key: maya_chen
+owner_team: analytics
+owner_notion_user_id: notion_user_0001
+status: current
+created_time: 2026-03-02T09:00:00-08:00
+last_edited_time: 2026-03-17T15:30:00-07:00
+parent_page_id: notion_page_analytics_team_handbook
+tags:
+  - analytics
+  - onboarding
+source_anchors:
+  - notion://notion_page_analyst_onboarding#first-week
+  - lookml://orbit/account_retention.view.lkml#measure=nrr
+  - slack://analytics-team/2026-03-31/1774942174.200142?thread_ts=1774942174.200142
+---
+
+# Analyst Onboarding
+
+Owner: Maya Chen (analytics)
+
+## Operating Context
+Anchor: notion://notion_page_analyst_onboarding#analyst-onboarding
+
+New analysts start with dbt://ktx_demo.mart_arr_daily and then review LookML field ownership.
+Do not answer metric questions from raw tables when lookml://orbit/account_retention.view.lkml#measure=nrr or a governed mart exists.
+Escalate unclear board-week requests in slack://analytics-team/2026-03-31/1774942174.200142?thread_ts=1774942174.200142.
+
+## Source Anchors
+
+- notion://notion_page_analyst_onboarding#first-week
+- lookml://orbit/account_retention.view.lkml#measure=nrr
+- slack://analytics-team/2026-03-31/1774942174.200142?thread_ts=1774942174.200142

package/assets/demo/orbit/raw-sources/notion/arr-and-contract-reporting-notes.md

@@ -0,0 +1,64 @@
+---
+page_id: notion_page_arr_contract_reporting
+title: 'ARR and Contract Reporting Notes'
+owner_person_key: rina_patel
+owner_team: finance
+owner_notion_user_id: notion_user_0002
+status: current
+created_time: 2025-11-20T10:30:00-08:00
+last_edited_time: 2026-03-26T15:05:00-07:00
+tags:
+  - finance
+  - arr
+  - contracts
+related_expected_answers:
+  - arr_as_of_2026_03_31
+  - active_requesters_last_week_large_contracts
+related_metric_keys:
+  - arr
+  - contract_arr_band
+anchors:
+  - notion://notion_page_arr_contract_reporting#arr-contract-first
+  - notion://notion_page_arr_contract_reporting#contract-arr-band
+---
+
+# ARR and Contract Reporting Notes
+
+Owner: Rina Patel (finance)
+
+## ARR Contract First
+Anchor: notion://notion_page_arr_contract_reporting#arr-contract-first
+
+ARR uses active contract_arr_cents first when a contract covers the account and metric date.
+
+Recurring subscription MRR is annualized only for account periods without active contract ARR.
+
+Contract ARR banding uses active contract ARR as of 2026-03-31, including the contracts over 20000000 cents threshold.
+
+Booked ARR is not active ARR, and internal or test accounts are excluded from board reporting.
+
+## Contract ARR Band
+Anchor: notion://notion_page_arr_contract_reporting#contract-arr-band
+
+ARR uses active contract_arr_cents first when a contract covers the account and metric date.
+
+Recurring subscription MRR is annualized only for account periods without active contract ARR.
+
+Contract ARR banding uses active contract ARR as of 2026-03-31, including the contracts over 20000000 cents threshold.
+
+## Booked ARR vs Active ARR
+Anchor: notion://notion_page_arr_contract_reporting#booked-arr-vs-active-arr
+
+Booked ARR is not active ARR, and internal or test accounts are excluded from board reporting.
+
+## Internal and Test Exclusions
+Anchor: notion://notion_page_arr_contract_reporting#internal-and-test-exclusions
+
+Booked ARR is not active ARR, and internal or test accounts are excluded from board reporting.
+
+## Related Evidence
+
+- notion://notion_page_arr_contract_reporting#arr-contract-first
+- notion://notion_page_arr_contract_reporting#contract-arr-band
+- expected-answer://arr_as_of_2026_03_31
+- expected-answer://active_requesters_last_week_large_contracts