From 62b0493c050269927281d146102095fcf3aa7da7 Mon Sep 17 00:00:00 2001
From: Doug Guthrie <doug.guthrie@dbtlabs.com>
Date: Mon, 8 Jan 2024 20:50:59 +0000
Subject: [PATCH 1/2] add staging models for stocks

---
 .../stocks/stg_stocks__fund_ownership.sql     | 24 +++++++++++++++++
 .../stocks/stg_stocks__grade_history.sql      | 23 ++++++++++++++++
 .../stg_stocks__insider_transactions.sql      | 27 +++++++++++++++++++
 .../stg_stocks__recommendation_trends.sql     | 24 +++++++++++++++++
 .../stocks/stg_stocks__sec_filings.sql        | 23 ++++++++++++++++
 5 files changed, 121 insertions(+)
 create mode 100644 models/staging/stocks/stg_stocks__fund_ownership.sql
 create mode 100644 models/staging/stocks/stg_stocks__grade_history.sql
 create mode 100644 models/staging/stocks/stg_stocks__insider_transactions.sql
 create mode 100644 models/staging/stocks/stg_stocks__recommendation_trends.sql
 create mode 100644 models/staging/stocks/stg_stocks__sec_filings.sql

diff --git a/models/staging/stocks/stg_stocks__fund_ownership.sql b/models/staging/stocks/stg_stocks__fund_ownership.sql
new file mode 100644
index 00000000..04d41724
--- /dev/null
+++ b/models/staging/stocks/stg_stocks__fund_ownership.sql
@@ -0,0 +1,24 @@
+with 
+
+source as (
+
+    select * from {{ source('stocks', 'fund_ownership') }}
+
+),
+
+renamed as (
+
+    select
+        symbol,
+        report_date,
+        organization,
+        pct_held as percent_held,
+        position as total_shares,
+        value as total_value,
+        pct_change as percent_change
+
+    from source
+
+)
+
+select * from renamed
diff --git a/models/staging/stocks/stg_stocks__grade_history.sql b/models/staging/stocks/stg_stocks__grade_history.sql
new file mode 100644
index 00000000..06c86931
--- /dev/null
+++ b/models/staging/stocks/stg_stocks__grade_history.sql
@@ -0,0 +1,23 @@
+with 
+
+source as (
+
+    select * from {{ source('stocks', 'grade_history') }}
+
+),
+
+renamed as (
+
+    select
+        symbol,
+        epoch_grade_date,
+        firm,
+        to_grade,
+        from_grade,
+        action as proposed_action
+
+    from source
+
+)
+
+select * from renamed
diff --git a/models/staging/stocks/stg_stocks__insider_transactions.sql b/models/staging/stocks/stg_stocks__insider_transactions.sql
new file mode 100644
index 00000000..be8a9dc2
--- /dev/null
+++ b/models/staging/stocks/stg_stocks__insider_transactions.sql
@@ -0,0 +1,27 @@
+with 
+
+source as (
+
+    select * from {{ source('stocks', 'insider_transactions') }}
+
+),
+
+renamed as (
+
+    select
+        symbol,
+        shares,
+        filer_url,
+        transaction_text,
+        filer_name,
+        filer_relation,
+        money_text,
+        start_date,
+        ownership,
+        value as total_value
+
+    from source
+
+)
+
+select * from renamed
diff --git a/models/staging/stocks/stg_stocks__recommendation_trends.sql b/models/staging/stocks/stg_stocks__recommendation_trends.sql
new file mode 100644
index 00000000..374b6652
--- /dev/null
+++ b/models/staging/stocks/stg_stocks__recommendation_trends.sql
@@ -0,0 +1,24 @@
+with 
+
+source as (
+
+    select * from {{ source('stocks', 'recommendation_trends') }}
+
+),
+
+renamed as (
+
+    select
+        symbol,
+        period,
+        strong_buy,
+        buy,
+        hold,
+        sell,
+        strong_sell
+
+    from source
+
+)
+
+select * from renamed
diff --git a/models/staging/stocks/stg_stocks__sec_filings.sql b/models/staging/stocks/stg_stocks__sec_filings.sql
new file mode 100644
index 00000000..f68e91fe
--- /dev/null
+++ b/models/staging/stocks/stg_stocks__sec_filings.sql
@@ -0,0 +1,23 @@
+with 
+
+source as (
+
+    select * from {{ source('stocks', 'sec_filings') }}
+
+),
+
+renamed as (
+
+    select
+        symbol,
+        date as report_date,
+        epoch_date,
+        type,
+        title,
+        edgar_url
+
+    from source
+
+)
+
+select * from renamed

From 4356c79efd9e1e597db9e36375d90cc78b0fcdcd Mon Sep 17 00:00:00 2001
From: Doug Guthrie <doug.guthrie@dbtlabs.com>
Date: Tue, 9 Jan 2024 21:56:16 +0000
Subject: [PATCH 2/2] make stocks models public

---
 models/staging/stocks/_stocks__models.yml | 265 ++++++++++++++++++++++
 1 file changed, 265 insertions(+)
 create mode 100644 models/staging/stocks/_stocks__models.yml

diff --git a/models/staging/stocks/_stocks__models.yml b/models/staging/stocks/_stocks__models.yml
new file mode 100644
index 00000000..d1ac10ce
--- /dev/null
+++ b/models/staging/stocks/_stocks__models.yml
@@ -0,0 +1,265 @@
+version: 2
+
+models:
+  - name: stg_stocks__fund_ownership
+    description: ""
+    access: public
+    columns:
+      - name: symbol
+        data_type: varchar
+        description: ""
+
+      - name: report_date
+        data_type: date
+        description: ""
+
+      - name: organization
+        data_type: varchar
+        description: ""
+
+      - name: percent_held
+        data_type: float
+        description: ""
+
+      - name: total_shares
+        data_type: float
+        description: ""
+
+      - name: total_value
+        data_type: float
+        description: ""
+
+      - name: percent_change
+        data_type: float
+        description: ""
+
+  - name: stg_stocks__grade_history
+    description: ""
+    access: public
+    columns:
+      - name: symbol
+        data_type: varchar
+        description: ""
+
+      - name: epoch_grade_date
+        data_type: timestamp_ntz
+        description: ""
+
+      - name: firm
+        data_type: varchar
+        description: ""
+
+      - name: to_grade
+        data_type: varchar
+        description: ""
+
+      - name: from_grade
+        data_type: varchar
+        description: ""
+
+      - name: proposed_action
+        data_type: varchar
+        description: ""
+
+  - name: stg_stocks__history
+    description: ""
+    access: public
+    columns:
+      - name: symbol
+        data_type: varchar
+        description: ""
+
+      - name: date
+        data_type: date
+        description: ""
+
+      - name: close
+        data_type: float
+        description: ""
+
+      - name: volume
+        data_type: float
+        description: ""
+
+      - name: open
+        data_type: float
+        description: ""
+
+      - name: high
+        data_type: float
+        description: ""
+
+      - name: low
+        data_type: float
+        description: ""
+
+      - name: adjusted_closed
+        data_type: float
+        description: ""
+
+      - name: dividends
+        data_type: float
+        description: ""
+
+      - name: splits
+        data_type: float
+        description: ""
+
+  - name: stg_stocks__insider_transactions
+    description: ""
+    access: public
+    columns:
+      - name: symbol
+        data_type: varchar
+        description: ""
+
+      - name: shares
+        data_type: float
+        description: ""
+
+      - name: filer_url
+        data_type: varchar
+        description: ""
+
+      - name: transaction_text
+        data_type: varchar
+        description: ""
+
+      - name: filer_name
+        data_type: varchar
+        description: ""
+
+      - name: filer_relation
+        data_type: varchar
+        description: ""
+
+      - name: money_text
+        data_type: varchar
+        description: ""
+
+      - name: start_date
+        data_type: date
+        description: ""
+
+      - name: ownership
+        data_type: varchar
+        description: ""
+
+      - name: total_value
+        data_type: float
+        description: ""
+
+  - name: stg_stocks__recommendation_trends
+    description: ""
+    access: public
+    columns:
+      - name: symbol
+        data_type: varchar
+        description: ""
+
+      - name: period
+        data_type: varchar
+        description: ""
+
+      - name: strong_buy
+        data_type: number
+        description: ""
+
+      - name: buy
+        data_type: number
+        description: ""
+
+      - name: hold
+        data_type: number
+        description: ""
+
+      - name: sell
+        data_type: number
+        description: ""
+
+      - name: strong_sell
+        data_type: number
+        description: ""
+
+  - name: stg_stocks__sec_filings
+    description: ""
+    columns:
+      - name: symbol
+        data_type: varchar
+        description: ""
+
+      - name: report_date
+        data_type: date
+        description: ""
+
+      - name: epoch_date
+        data_type: timestamp_ntz
+        description: ""
+
+      - name: type
+        data_type: varchar
+        description: ""
+
+      - name: title
+        data_type: varchar
+        description: ""
+
+      - name: edgar_url
+        data_type: varchar
+        description: ""
+
+  - name: stg_stocks__summary_profile
+    description: ""
+    access: public
+    columns:
+      - name: address_1
+        data_type: varchar
+        description: ""
+
+      - name: city
+        data_type: varchar
+        description: ""
+
+      - name: state
+        data_type: varchar
+        description: ""
+
+      - name: zip_code
+        data_type: varchar
+        description: ""
+
+      - name: country
+        data_type: varchar
+        description: ""
+
+      - name: phone
+        data_type: varchar
+        description: ""
+
+      - name: website
+        data_type: varchar
+        description: ""
+
+      - name: industry
+        data_type: varchar
+        description: ""
+
+      - name: sector
+        data_type: varchar
+        description: ""
+
+      - name: long_business_summary
+        data_type: varchar
+        description: ""
+
+      - name: full_time_employees
+        data_type: number
+        description: ""
+
+      - name: symbol
+        data_type: varchar
+        description: ""
+
+      - name: address_2
+        data_type: varchar
+        description: ""