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Update aggregated conversion node to only have queried linkable specs #1381

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6 changes: 6 additions & 0 deletions .changes/unreleased/Fixes-20240823-123108.yaml
Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
kind: Fixes
body: Fixes bug where conversion metric query fails when filter with base semantic model's dimension is provided
time: 2024-08-23T12:31:08.257686-04:00
custom:
Author: WilliamDee
Issue: "1210"
2 changes: 1 addition & 1 deletion metricflow/dataflow/builder/dataflow_plan_builder.py
Original file line number Diff line number Diff line change
Expand Up @@ -361,7 +361,7 @@ def _build_aggregated_conversion_node(
# Aggregate the conversion events with the JoinConversionEventsNode as the source node
recipe_with_join_conversion_source_node = DataflowRecipe(
source_node=join_conversion_node,
required_local_linkable_specs=base_measure_recipe.required_local_linkable_specs,
required_local_linkable_specs=queried_linkable_specs.as_tuple,
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One of the things I love most about GitHub is how they don't allow me to comment on lines that haven't been modified. Seriously, have these people ever even reviewed code before?

Anyway, this does not work because of line 269 above. The queried_linkable_specs do not include any filter specs. So if you don't include required_local_linkable_specs you miss out on propagating any specs requested as filter elements that originate in the base measure dataset.

That's why the missing spec assertion is tripping in that conversion metric test. When we try to run a query that filters on visit__referrer_id, which is local to the base measure, that only gets added to the set of required local specs generated on line 269.

I do not know how to fix this while also fixing the other issue you're trying to resolve here. I don't even know if that's possible without a major overhaul to how we deal with filters. That said, it might be worth postponing a fix for this, since it's not clear to me what our filter behaviors against these nodes are meant to be. There are some fuzzy edge cases around applying a filter to two parts of a conversion calculation, and my sense is we do not correctly differentiate between input-measure-level filters and query-level filters, so whatever we do is going to produce unexpected results for somebody.

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Since the issue here was that the final aggregated conversion node had the extraneous group bys, could we just pass the final aggregated node through a FilterElementNode instead of fixing it like this?

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Maybe? To be honest, I don't even know what's supposed to happen here, much less whether or not removing that column from the base output will solve this problem in a reasonable way.

The basic question here is how should query-time filters get applied? If I run a query for conversions computed as visits / buys, and I filter to something like WHERE visit__referrer_id = 1234 OR buy__coupon_id = 1234 in order to get all conversions from partner ID 1234, what is supposed to happen? If I add a filter to a conversion measure input to exclude buyer__is_campaign_sourced for our organic_reach_conversion metric, what should happen? What should happen if I apply the query-time filter for partner 1234 with the organic_reach_conversion metric?

I don't think we ever answered these questions, and while some of them are pretty obvious (the organice_reach_conversion filter should be properly applied) the others are less obvious to me, and I think there are a few where it really is just a product decision around how we want this to behave and what kind of traade-offs our users will have in the configuration experience.

join_linkable_instances_recipes=base_measure_recipe.join_linkable_instances_recipes,
)
# TODO: Refine conversion metric configuration to fit into the standard dataflow plan building model
Expand Down
178 changes: 178 additions & 0 deletions tests_metricflow/integration/query_output/test_conversion_metrics.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,178 @@
from __future__ import annotations

import datetime

import pytest
from _pytest.fixtures import FixtureRequest
from metricflow_semantics.test_helpers.config_helpers import MetricFlowTestConfiguration

from metricflow.engine.metricflow_engine import MetricFlowQueryRequest
from metricflow.protocols.sql_client import SqlClient
from tests_metricflow.integration.conftest import IntegrationTestHelpers
from tests_metricflow.snapshot_utils import assert_str_snapshot_equal


@pytest.mark.sql_engine_snapshot
def test_conversion_metric(
request: FixtureRequest,
mf_test_configuration: MetricFlowTestConfiguration,
sql_client: SqlClient,
it_helpers: IntegrationTestHelpers,
) -> None:
"""Test query against a conversion metric."""
query_result = it_helpers.mf_engine.query(
MetricFlowQueryRequest.create_with_random_request_id(
metric_names=("visit_buy_conversion_rate",),
group_by_names=("metric_time",),
order_by_names=("metric_time",),
)
)
assert query_result.result_df is not None, "Unexpected empty result."

assert_str_snapshot_equal(
request=request,
mf_test_configuration=mf_test_configuration,
snapshot_id="query_output",
snapshot_str=query_result.result_df.text_format(),
sql_engine=sql_client.sql_engine_type,
)


@pytest.mark.sql_engine_snapshot
def test_conversion_metric_with_window(
request: FixtureRequest,
mf_test_configuration: MetricFlowTestConfiguration,
sql_client: SqlClient,
it_helpers: IntegrationTestHelpers,
) -> None:
"""Test query against a conversion metric with a window."""
query_result = it_helpers.mf_engine.query(
MetricFlowQueryRequest.create_with_random_request_id(
metric_names=("visit_buy_conversion_rate_7days",),
group_by_names=("metric_time",),
order_by_names=("metric_time",),
)
)
assert query_result.result_df is not None, "Unexpected empty result."

assert_str_snapshot_equal(
request=request,
mf_test_configuration=mf_test_configuration,
snapshot_id="query_output",
snapshot_str=query_result.result_df.text_format(),
sql_engine=sql_client.sql_engine_type,
)


@pytest.mark.sql_engine_snapshot
def test_conversion_metric_with_categorical_filter(
request: FixtureRequest,
mf_test_configuration: MetricFlowTestConfiguration,
sql_client: SqlClient,
it_helpers: IntegrationTestHelpers,
) -> None:
"""Test query against a conversion metric with a categorical filter."""
query_result = it_helpers.mf_engine.query(
MetricFlowQueryRequest.create_with_random_request_id(
metric_names=("visit_buy_conversion_rate",),
group_by_names=("metric_time", "visit__referrer_id"),
order_by_names=("metric_time", "visit__referrer_id"),
where_constraint="{{ Dimension('visit__referrer_id') }} = 'fb_ad_1'",
)
)
assert query_result.result_df is not None, "Unexpected empty result."

assert_str_snapshot_equal(
request=request,
mf_test_configuration=mf_test_configuration,
snapshot_id="query_output",
snapshot_str=query_result.result_df.text_format(),
sql_engine=sql_client.sql_engine_type,
)


@pytest.mark.sql_engine_snapshot
def test_conversion_metric_with_time_constraint(
request: FixtureRequest,
mf_test_configuration: MetricFlowTestConfiguration,
sql_client: SqlClient,
it_helpers: IntegrationTestHelpers,
) -> None:
"""Test query against a conversion metric with a time constraint and categorical filter."""
query_result = it_helpers.mf_engine.query(
MetricFlowQueryRequest.create_with_random_request_id(
metric_names=("visit_buy_conversion_rate",),
group_by_names=("visit__referrer_id",),
order_by_names=("visit__referrer_id",),
where_constraint="{{ Dimension('visit__referrer_id') }} = 'fb_ad_1'",
time_constraint_start=datetime.datetime(2020, 1, 1),
time_constraint_end=datetime.datetime(2020, 1, 2),
)
)
assert query_result.result_df is not None, "Unexpected empty result."

assert_str_snapshot_equal(
request=request,
mf_test_configuration=mf_test_configuration,
snapshot_id="query_output",
snapshot_str=query_result.result_df.text_format(),
sql_engine=sql_client.sql_engine_type,
)


@pytest.mark.sql_engine_snapshot
def test_conversion_metric_with_window_and_time_constraint(
request: FixtureRequest,
mf_test_configuration: MetricFlowTestConfiguration,
sql_client: SqlClient,
it_helpers: IntegrationTestHelpers,
) -> None:
"""Test query against a conversion metric with a window, time constraint, and categorical filter."""
query_result = it_helpers.mf_engine.query(
MetricFlowQueryRequest.create_with_random_request_id(
metric_names=("visit_buy_conversion_rate_7days",),
group_by_names=(
"metric_time",
"visit__referrer_id",
),
order_by_names=("metric_time", "visit__referrer_id"),
where_constraint="{{ Dimension('visit__referrer_id') }} = 'fb_ad_1'",
time_constraint_start=datetime.datetime(2020, 1, 1),
time_constraint_end=datetime.datetime(2020, 1, 2),
)
)
assert query_result.result_df is not None, "Unexpected empty result."

assert_str_snapshot_equal(
request=request,
mf_test_configuration=mf_test_configuration,
snapshot_id="query_output",
snapshot_str=query_result.result_df.text_format(),
sql_engine=sql_client.sql_engine_type,
)


@pytest.mark.sql_engine_snapshot
def test_conversion_metric_with_filter_not_in_group_by(
request: FixtureRequest,
mf_test_configuration: MetricFlowTestConfiguration,
sql_client: SqlClient,
it_helpers: IntegrationTestHelpers,
) -> None:
"""Test query against a conversion metric with a filter that doesn't exist in group by."""
query_result = it_helpers.mf_engine.query(
MetricFlowQueryRequest.create_with_random_request_id(
metric_names=("visit_buy_conversions",),
time_constraint_start=datetime.datetime(2020, 1, 1),
time_constraint_end=datetime.datetime(2020, 1, 1),
)
)
assert query_result.result_df is not None, "Unexpected empty result."

assert_str_snapshot_equal(
request=request,
mf_test_configuration=mf_test_configuration,
snapshot_id="query_output",
snapshot_str=query_result.result_df.text_format(),
sql_engine=sql_client.sql_engine_type,
)
Original file line number Diff line number Diff line change
Expand Up @@ -164,3 +164,31 @@ def test_conversion_metric_with_window_and_time_constraint(
dataflow_plan_builder=dataflow_plan_builder,
query_spec=parsed_query.query_spec,
)


@pytest.mark.sql_engine_snapshot
def test_conversion_metric_with_filter(
request: FixtureRequest,
mf_test_configuration: MetricFlowTestConfiguration,
dataflow_plan_builder: DataflowPlanBuilder,
dataflow_to_sql_converter: DataflowToSqlQueryPlanConverter,
sql_client: SqlClient,
query_parser: MetricFlowQueryParser,
create_source_tables: bool,
) -> None:
"""Test rendering a query against a conversion metric."""
parsed_query = query_parser.parse_and_validate_query(
metric_names=("visit_buy_conversion_rate",),
where_constraint=PydanticWhereFilter(
where_sql_template=("{{ TimeDimension('metric_time', 'day') }} = '2020-01-01'")
),
)

render_and_check(
request=request,
mf_test_configuration=mf_test_configuration,
dataflow_to_sql_converter=dataflow_to_sql_converter,
sql_client=sql_client,
dataflow_plan_builder=dataflow_plan_builder,
query_spec=parsed_query.query_spec,
)
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