fix: join to sam_account_name for google_email changers

[cristinabaldor]

Pull Request

Summary & Motivation

Edit the join to capture teammates whose google_email addresses have changed from @apps.teamschools.org to @kippmiami.org match on sam_account_names instead, as they will be the same before and after.

Self-review

General

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Troubleshooting

• SqlFluff Rules Reference
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[github-actions]

Claude finished @cristinabaldor's task in 4m 47s —— View job

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Code Review: fix join to sam_account_name for google_email changers

The change is correct for its stated purpose — recovering Miami staff survey responses after the @apps.teamschools.org → @kippmiami.org domain migration. The regex and join logic are sound. A few things worth flagging before merge:

---

Important

1. Upstream model int_surveys__survey_responses has the same google_email join gap

At src/dbt/kipptaf/models/surveys/intermediate/int_surveys__survey_responses.sql:42:

left join {{ ref("stg_ldap__user_person") }} as ldap
    on fr.respondent_email = ldap.google_email
    and ldap.uac_account_disable = 0

This populates respondent_employee_number, respondent_samaccountname, and respondent_userprincipalname on the intermediate model. For historical responses submitted with the old @apps.teamschools.org address, these columns will be NULL once the LDAP record has been updated. The fix in rpt_tableau__survey_responses.sql sidesteps this by going directly to int_people__staff_roster_history, but any other consumer of int_surveys__survey_responses that relies on those columns will still see NULLs for migrated Miami staff.

2. Two other Tableau extract models have the same join pattern — not fixed

• rpt_tableau__school_community_diagnostic.sql:79: on sr.respondent_email = srh.google_email — LEFT JOIN, so no hard failure, but Miami staff will have NULL demographic columns from srh.
• rpt_tableau__operations_pm.sql:109: on responses_pivoted.respondent_email = full_roster.google_email — same pattern.

If Miami staff are included in those surveys, the same data dropout is happening there. Worth a follow-up issue if not already tracked.

---

Suggestions

3. Add lower() for defensive casing

sam_account_name is stored as lower(ldap.sam_account_name). Google Forms email addresses should be lowercase, but it's not explicitly normalised in the pipeline. A small guard:

on lower(regexp_extract(sr.respondent_email, r'^([^@]+)')) = eh.sam_account_name

4. Plus-addressing edge case

The regex r'^([^@]+)' captures everything before @, including any +tag suffix (e.g., jsmith+survey@kippmiami.org → jsmith+survey), which would not match sam_account_name = 'jsmith'. Unlikely in staff surveys, but worth awareness if responses are ever imported from external sources.

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What Looks Good

• regexp_extract correctly returns NULL on NULL input (no-match, not an error), so NULL emails safely fall out of the INNER JOIN — same behaviour as before.
• The existing temporal guard (date_submitted BETWEEN effective_date_start_timestamp AND effective_date_end_timestamp) and primary_indicator filter remain intact.
• SQL formatting follows project conventions (BigQuery dialect, trailing commas, no ORDER BY, 88-char line limit).
• sam_account_name is LDAP-unique across the network, so the join cardinality assumption is the same as the previous email join.

---

Summary

The core fix is correct and addresses the described problem. The main recommendation is to file a follow-up issue to apply the same fix to int_surveys__survey_responses.sql:42, rpt_tableau__school_community_diagnostic.sql:79, and rpt_tableau__operations_pm.sql:109 if Miami staff appear in those survey types.

[cristinabaldor]

@claude, made some changes, review again

[github-actions]

Claude finished @cristinabaldor's task in 1m 55s —— View job

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Code Review (updated): fix join to sam_account_name for google_email changers

• Read the changed file and diff against origin/main
• Analyze the updated code
• Post updated review

---

Note: The branch (17686bef0) reflects the same single commit as the previous review — no new code changes are visible. If you pushed additional changes, they may not have been reflected in the checkout. Reviewing the current state.

---

Current change (rpt_tableau__survey_responses.sql:46)

-- Before
on sr.respondent_email = eh.google_email

-- After
on regexp_extract(sr.respondent_email, r'^([^@]+)') = eh.sam_account_name

The core fix is correct. sam_account_name is stored as lower(ldap.sam_account_name) in int_people__staff_roster_history, so it's already normalised to lowercase.

---

Still outstanding from previous review

1. Defensive lower() — suggestion, not a blocker

regexp_extract doesn't guarantee lowercase — it extracts whatever case the email contains. Google Forms addresses are typically lowercase, but a one-liner guards against any edge case:

on lower(regexp_extract(sr.respondent_email, r'^([^@]+)')) = eh.sam_account_name

Since sam_account_name is already lower(...) in the model, the left side should match. This is the only unaddressed suggestion from the previous review.

2. Related models still have the same gap (follow-up scope)

These are outside this PR's scope but worth tracking:

File	Line	Pattern
int_surveys__survey_responses.sql	42	fr.respondent_email = ldap.google_email
rpt_tableau__school_community_diagnostic.sql	79	sr.respondent_email = srh.google_email
rpt_tableau__operations_pm.sql	109	responses_pivoted.respondent_email = full_roster.google_email

---

What looks good

• regexp_extract returns NULL on NULL input — NULL emails safely fall out of the INNER JOIN, preserving previous behaviour.
• The temporal guard (date_submitted BETWEEN effective_date_start_timestamp AND effective_date_end_timestamp) and primary_indicator filter are intact.
• sam_account_name is network-unique, so join cardinality is equivalent to the old email join.
• SQL formatting follows project conventions.

---

Summary

The fix is correct and ready to merge as-is. Adding lower() around the regexp_extract call would be a small defensive improvement but is not required. If the "changes" you made weren't reflected here, check that the push went through (git push) — the branch tip is still 17686bef0.
| Branch

[cristinabaldor]

@claude pushed more changes, take a look

[github-actions]

Claude finished @cristinabaldor's task in 2m 35s —— View job

---

Code Review (updated): all-files fix for google_email changers

• Reading changed files and diff
• Analyze all 4 changed files
• Post updated review

---

This is a substantial improvement over the previous commit. All three files flagged in the earlier review are now fixed, and the approach is architecturally cleaner.

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What changed

int_surveys__survey_responses.sql — the core fix

Google Forms branch (lines 39–50): The two-hop stg_ldap__user_person → int_people__staff_roster join is replaced with a direct join to int_people__staff_roster_history on sam_account_name, with lower(), a timestamp-cast temporal guard, and primary_indicator. Addresses the original identity resolution gap for email-migrated staff.

Alchemer branch (lines 100–105): Previously all identity columns (respondent_employee_number, respondent_samaccountname, etc.) were hard-coded null. This branch now joins int_people__staff_roster_history via ri.respondent_mail using the same pattern — recovering 174 employees' worth of Alchemer responses (2019–2022). term_name is also now populated from rt.name rather than null.

rpt_tableau__survey_responses.sql (line 46) — correctly simplified to sr.respondent_employee_number = eh.employee_number. Identity resolution is now upstream; the downstream join is cleaner.

rpt_tableau__school_community_diagnostic.sql (line 79) — same simplification, from respondent_email = srh.google_email to respondent_employee_number = srh.employee_number.

rpt_tableau__operations_pm.sql (lines 110–111) — fixed independently with lower(regexp_extract(..., r'^([^@]+)')) = full_roster.sam_account_name since this model bypasses the int model.

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All previous suggestions addressed

Suggestion	Status
lower() on regexp_extract	✅ Applied in all 4 files
int_surveys__survey_responses.sql:42 identity gap	✅ Fixed — both UNION branches now resolve identity
rpt_tableau__school_community_diagnostic.sql:79 email join	✅ Fixed
rpt_tableau__operations_pm.sql:109 email join	✅ Fixed

---

One minor note

rpt_tableau__school_community_diagnostic.sql:78–81 — the join to srh uses employee_number + temporal guard but no and srh.primary_indicator. This was also absent in the original google_email join, so it's pre-existing. Since employee_number was already resolved through primary_indicator in int_surveys__survey_responses, and the temporal guard is present, this should not fan-out in practice. Not a blocker.

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Summary

All items from the previous review are resolved. The architecture is cleaner — identity resolution happens once in the intermediate model and flows cleanly into downstream extracts. Ready to merge.
| Branch

[kevinverhoff]

lfg