System: CT

CT accounts

System: CT

System: PD

person ID

List every distinct CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


Independent synthetic fixture values, complete membership and required field types; not production or human usefulness.

Generation confidence; semantic correctness is only verified by the listed checks.

Generation confidence is not an answer certificate.

The entire question interpretation has not been independently verified.

accounts IS the canonical CT user table: accounts.id EQUALS user_id. Carries relationship_manager_id and latest_pipedrive_activity_at. A REFERRER is an account referenced by another account's affiliate_id (refer-and-earn referrer when referrer.role='User'; 'referrer(s)' is a CT concept, NEVER the Pipedrive cf_referrer custom field — same suppression as 'partners'). NAME EXPOSURE (ruling 2026-07-08): individual first/last name and company name MAY be SHOWN in result rows to anyone with vault access (the vault boundary IS the authorization) — they are filled server-side post-execution as a display column (client_name / first_name / last_name / company_name placeholders), NEVER read via model-generated SQL (the CT-leg gate rejects a physical read; the model projects `NULL AS <col>`). CONTACT PII stays intentionally NOT exposed: email, telephone/phone and IPs are never shown in results (they remain WHERE-only filters where already allowed).

Project `id AS user_id` (accounts.id is the user key); one row per user already.

System: CT

CT accounts

Onboarding/client dimension keyed by user_id (= accounts.id). Declared (not traded) currencies live here.

Direct user_id; one row per user_id already. Project user_id first.

System: CT

client

Sql: The generated SQL could not complete the requested query. Name the group, measure, and date window in a new question.

SELECT CAST(COUNT(DISTINCT a.id) AS BIGINT) AS client_count FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.invoice_at IS NULL AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND tb.status <> 'settled')

SELECT COUNT(DISTINCT user_id) AS client_count FROM ct.client_360 WHERE invoice_at IS NOT NULL AND COALESCE(status, '') NOT IN ('closed', 'settled')

For exactly the CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

CT data unavailable: The generated SQL could not complete the requested query.


45 rows returned. Only the first 12 returned rows are available for this summary.

Keyed merge and authoritative-source checks.

Keys, merge grain, and source membership were checked.

Show the same checked IDs for the CT accounts of a...

System: CT

CT accounts

System: CT

Metric match

No predefined metrics are configured for this connection — scored on time clarity, query complexity and column visibility instead

High confidence (85%) — moderate complexity

Query times are separate. Source refresh time is unknown unless supplied.

SELECT c.user_id FROM ct.client_360 AS c GROUP BY 1 ORDER BY 1 DESC NULLS LAST LIMIT 10001

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE NOT tb.invoice_at IS NULL AND NOT tb.status IN ('closed', 'settled') ORDER BY 1 DESC NULLS LAST LIMIT 10001

Measures retain their source and basis; they are not summed across sources.

Show the underlying rows for this result.

Show the same checked IDs for the CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted from the first result, this time in descending user_id order. Keep every member and show only user_id.

Gold / Pipedrive: Reads from client_360.

Gold / Pipedrive: Groups the results by user_id.

CT Ledger: Reads from accounts and trade_bookings.

CT Ledger: Keeps only rows matching filters on invoice_at and status.

Summary: Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts and trade_bookings.


System: CT

CT accounts

System: CT

client

Semantic: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali...

SELECT COALESCE(COUNT(DISTINCT tb.user_id), 0) AS client_count FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id JOIN public.accounts AS a ON a.id = tb.user_id WHERE (tb.status <> 'closed' AND tb.deleted_at IS NULL AND NOT tb.traded_at IS NULL AND tb.invoice_at IS NULL AND NOT a.skip_commission_calculations IS TRUE AND NOT tb.sell_currency_to_gbp_rate IS NULL) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')

SELECT
  COALESCE(COUNT(DISTINCT tb.user_id), 0) AS client_count
FROM public.trade_bookings AS tb
JOIN public.trade_details AS td
  ON td.trade_booking_id = tb.id
JOIN public.accounts AS a
  ON a.id = tb.user_id
WHERE
  (
    tb.status <> 'closed'
    AND tb.deleted_at IS NULL
    AND NOT tb.traded_at IS NULL
    AND tb.invoice_at IS NULL
    AND NOT a.skip_commission_calculations IS TRUE
    AND NOT tb.sell_currency_to_gbp_rate IS NULL
  )
  AND NOT tb.user_id IN (
    SELECT
      id
    FROM public.accounts
    WHERE
      id = 1 OR email ILIKE '%@currencytransfer.com'
  )

For exactly the CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


System: CT

CT accounts

System: CT

Semantic: SQL still failed CTMeasureBasisError enforcement after regeneration: CT requested revenue basis is unverified: a client qualification cannot determine the revenue reading Keep the accepted client cohort unchanged. Rebuild only the requested measure: booked[path] revenue uses SUM(trade_details.commission) over its own trade_bookings.status <> 'closed', dated by traded_at; realized[path] uses status = 'settled', dated by completed_at. Link details.trade_booking_id to that booking's id. A different trade alias or EXISTS defining eligible clients does not establish the measure's status. On ct.client_360 use revenue_gbp_all for booked and revenue_gbp_settled for reali...

```json
{
  "sql": "",
  "explanation": "The request requires the curated ct.client_360 view and pipedrive tables, which are not present in the provided schema, so I cannot generate a valid query.",
  "confidence": "uncertain",
  "warnings": ["ct.client_360 and pipedrive.* are referenced by the inst

Show the same checked IDs for the CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

CT accounts

System: CT

client

Semantic: The query could not preserve the requested meaning or scope. Name the group, measure, and date window in a new question.

```json
{
  "sql": "",
  "explanation": "The request requires a curated table ct.client_360 and a prior 'third result' not present in the provided schema, so I cannot build a valid single query.",
  "confidence": "uncertain",
  "warnings": ["ct.client_360 is not in the provided schema; the gold-leg

Keep the CT accounts of any role with pre-billable bookings that qualify for the CT statistics filters membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


System: CT

CT accounts

System: CT

client

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a WHERE EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.invoice_at IS NULL AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND tb.status <> 'settled')

SELECT a.id AS user_id, COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a WHERE a.platform = 'CT' AND EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.invoice_at IS NULL AND NOT tb.status IN ('closed', 'settled')) GROUP BY a.id ORDER BY 1 DESC NULLS LAST

Keep the CT accounts of any role with an invoiced booking record that is neither closed nor settled, including records marked deleted membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

The generated SQL could not complete the requested query.


System: CT

CT accounts

System: CT

System: PD

person ID

Schema: The query refers to a table or column that is unavailable on the selected connection. Name a measure and source available on this connection.

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE a.deleted_at IS NULL AND NOT tb.deleted_at IS NULL ORDER BY 1 LIMIT 10000

SELECT user_id FROM ct.client_360 WHERE COALESCE(account_deleted, FALSE) = FALSE AND COALESCE(deleted_trades, 0) > 0 GROUP BY 1 ORDER BY 1 LIMIT 10000

List every distinct CT accounts of any role whose account is not deleted but who have a deleted booking. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

The query refers to a table or column unavailable on the selected connection.


System: CT

CT accounts

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request depends on an unspecified 'first checked result' (deleted booking) and mandates a ct.client_360 / pipedrive.* federation view that is not present in the provided schema, so no reliable SELECT can be generated.",
  "confidence": "uncertain",
  "war

For exactly the CT accounts of any role whose account is not deleted but who have a deleted booking in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


List every distinct CT accounts of any role with a...

System: CT

CT accounts

GBP conversion rate for the sell leg. CT-report stats filter excludes trades where this IS NULL (commission cannot be converted to GBP).

Direct user_id; group trade rows to one per user_id (COUNT(*) FILTER (WHERE status <> 'closed') for the default booked trade count; a settled-gated count ONLY when the user explicitly says settled). Window REALIZED money metrics (settled commission/revenue, daily run-rate, realized QoQ) on completed_at with status='settled' — NOT settlement_at (the deadline) and NOT traded_at (booking date). Use traded_at only for booking-date questions.

System: CT

sell-currency-to-GBP rate

System: CT

System: PD

person ID

SELECT c.user_id FROM ct.client_360 AS c GROUP BY 1 ORDER BY 1 LIMIT 10001

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE tb.status = 'settled' AND tb.sell_currency_to_gbp_rate IS NULL ORDER BY 1 LIMIT 10001

churn-tier-definitions trade-existence-default-booked settlement-is-ct-trade-lifecycle activation-definition-gold trade-existence-gold-booked

List every distinct CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

CT Ledger: Keeps only rows matching filters on status and sell_currency_to_gbp_rate.


System: CT

CT accounts

System: CT

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE a.deleted_at IS NULL AND NOT tb.deleted_at IS NULL ORDER BY 1 DESC NULLS LAST LIMIT 10000

SELECT a.id AS user_id FROM public.accounts AS a WHERE a.deleted_at IS NULL AND EXISTS(SELECT 1 FROM public.trade_bookings AS tb WHERE tb.user_id = a.id AND NOT tb.deleted_at IS NULL) ORDER BY a.id DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the CT accounts of any role whose account is not deleted but who have a deleted booking from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

CT accounts

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request depends on an undefined prior result ('the third result') and a ct.client_360 table not present in the provided schema, so a valid single SELECT cannot be generated.",
  "confidence": "uncertain",
  "warnings": ["Referenced federated tables (ct.cl

Keep the CT accounts of any role whose account is not deleted but who have a deleted booking membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


System: CT

CT accounts

System: CT

sell-currency-to-GBP rate

System: CT

client

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE (tb.status = 'settled' AND tb.sell_currency_to_gbp_rate IS NULL) AND NOT a.id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')

SELECT tb.user_id AS user_id, COUNT(DISTINCT tb.user_id) OVER () AS client_count FROM public.trade_bookings tb WHERE tb.status = 'settled' AND tb.sell_currency_to_gbp_rate IS NULL AND tb.user_id IS NOT NULL AND tb.deleted_at IS NULL GROUP BY tb.user_id ORDER BY tb.user_id

churn-tier-definitions declared-currency-intent trade-existence-default-booked settlement-is-ct-trade-lifecycle client-type-sti-classes

For exactly the CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


System: CT

CT accounts

System: CT

sell-currency-to-GBP rate

System: CT

```json
{
  "sql": "",
  "explanation": "The request depends on prior-result context and requires ct.client_360 and pipedrive.* tables, which are not present in the provided schema (only public.* tables like trade_bookings exist), so I cannot generate a valid query.",
  "confidence": "uncertain",

Show the same checked IDs for the CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

CT accounts

System: CT

sell-currency-to-GBP rate

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request references ct.client_360, pipedrive.* tables, a 'third result' from a prior multi-leg query, and a settled/sell-currency-to-GBP rate membership — none of which exist in the provided schema, so no valid single SELECT can be generated.",
  "confiden

Keep the CT accounts of any role with a settled booking that has no sell-currency-to-GBP rate membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


List every distinct CT accounts of any role whose ...

System: CT

CT accounts

CT realized commission in GBP — THE canonical CT revenue measure. SUM(commission) over trades whose trade_bookings.status='settled', grouped by trade_bookings.user_id. NEVER use settlement/sell/buy amount as revenue.

Join trade_booking_id -> trade_bookings.id, then GROUP BY trade_bookings.user_id. Realized GBP revenue = SUM(commission) where trade_bookings.status='settled'. Date realized-revenue windows on trade_bookings.completed_at (actual settlement date), NOT settlement_at (deadline) or traded_at (booking).

System: CT

commission

System: CT

System: PD

person ID

Medium confidence (69%) — implicit time period, moderate complexity

SELECT a.id AS user_id FROM public.accounts a JOIN public.trade_bookings tb ON tb.user_id = a.id JOIN public.trade_details td ON td.trade_booking_id = tb.id WHERE tb.status = 'settled' AND a.deleted_at IS NULL GROUP BY a.id HAVING SUM(td.commission) < 0 ORDER BY 1

SELECT
  a.id AS user_id
FROM public.accounts AS a
JOIN public.trade_bookings AS tb
  ON tb.user_id = a.id
JOIN public.trade_details AS td
  ON td.trade_booking_id = tb.id
WHERE
  tb.status = 'settled' AND a.deleted_at IS NULL
GROUP BY
  a.id
HAVING
  SUM(td.commission) < 0
ORDER BY
  1

churn-tier-definitions settlement-is-ct-trade-lifecycle activation-definition-gold trade-existence-gold-booked

List every distinct CT accounts of any role whose sum of known realized commission is negative. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Reads from accounts, trade_bookings, and trade_details.

Keeps only rows matching filters on status and deleted_at.

Summary: Reads rows from accounts, trade_bookings, and trade_details grouped by id.


System: CT

CT accounts

System: CT

commission

System: CT

client

Semantic: SQL still failed RequestedResultShapeError enforcement after regeneration: The requested CT grand total requires a scalar SUM of its measure; output semantics are unverified. Return one row containing the requested grand-total measure or measures. Use SUM over the verified physical measure, not AVG, ARRAY_AGG, COUNT, IDs, SUM(DISTINCT amount), or constants. Aliases alone do not prove a measure. Preserve the accepted cohort filters, fact dates, measure basis and currency units. Aggregate the verified inputs before the outer result; omit per-client and time grouping unless the question explicitly requests a breakdown. Do not use LIMIT 1, a window repeated on client row...

For exactly the CT accounts of any role whose sum of known realized commission is negative in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


41 rows returned. Only the first 12 returned rows are available for this summary.

List every distinct CT accounts of any role with b...

System: CT

CT accounts

System: CT

commission

System: CT

System: PD

person ID

SELECT user_id FROM ct.client_360 WHERE NOT last_traded IS NULL GROUP BY 1 ORDER BY 1 LIMIT 10001

SELECT a.id AS user_id FROM public.accounts a JOIN public.trade_bookings tb ON tb.user_id = a.id LEFT JOIN public.trade_details td ON td.trade_booking_id = tb.id GROUP BY a.id HAVING COUNT(*) FILTER (WHERE td.id IS NULL OR (td.commission IS NULL AND td.commission_net IS NULL AND td.commission_affiliate IS NULL AND td.commission_sub_affiliate IS NULL)) = COUNT(*) ORDER BY 1 LIMIT 10001

List every distinct CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Gold / Pipedrive: Keeps only rows matching filters on last_traded.

CT Ledger: Reads from accounts, trade_bookings, and trade_details.

Summary: Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts, trade_bookings, and trade_details grouped by id.


System: CT

CT accounts

System: CT

commission

System: CT

SELECT tb.user_id AS user_id FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE tb.status = 'settled' GROUP BY 1 HAVING SUM(td.commission) < 0 ORDER BY 1 DESC NULLS LAST

Show the same checked IDs for the CT accounts of any role whose sum of known realized commission is negative from the first result, this time in descending user_id order. Keep every member and show only user_id.

Reads from trade_bookings and trade_details.

Keeps only rows matching filters on status.

Summary: Reads rows from trade_bookings and trade_details grouped by user_id.


First returned row — client_count: 5.00.

Keep the CT accounts of any role whose sum of know...

System: CT

CT accounts

System: CT

commission

System: CT

client

Query complexity

Complex query: 2 JOINs, subqueries, CTEs,

Medium confidence (58%) — implicit time period, complex query

WITH neg AS (SELECT tb.user_id FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id JOIN public.accounts AS a ON a.id = tb.user_id WHERE (tb.status = 'settled' AND NOT COALESCE(a.skip_commission_calculations, FALSE) IS TRUE) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY tb.user_id HAVING SUM(td.commission) < 0) SELECT COUNT(DISTINCT user_id) AS client_count FROM neg

WITH neg AS (
  SELECT
    tb.user_id
  FROM public.trade_bookings AS tb
  JOIN public.trade_details AS td
    ON td.trade_booking_id = tb.id
  JOIN public.accounts AS a
    ON a.id = tb.user_id
  WHERE
    (
      tb.status = 'settled'
      AND NOT COALESCE(a.skip_commission_calculations, FALSE) IS TRUE
    )
    AND NOT tb.user_id IN (
      SELECT
        id
      FROM public.accounts
      WHERE
        id = 1 OR email ILIKE '%@currencytransfer.com'
    )
  GROUP BY
    tb.user_id
  HAVING
    SUM(td.commission) < 0
)
SELECT
  COUNT(DISTINCT user_id) AS client_count
FROM neg

Keep the CT accounts of any role whose sum of known realized commission is negative membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Reads from neg, trade_bookings, trade_details, and accounts.

Calculates how many DISTINCT user_id there are.

Summary: Works out how many DISTINCT user_id there are from neg, trade_bookings, trade_details, and accounts.


System: CT

CT accounts

System: CT

commission

System: CT

client

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id WHERE NOT EXISTS(SELECT 1 FROM public.trade_details AS td JOIN public.trade_bookings AS tb2 ON td.trade_booking_id = tb2.id WHERE tb2.user_id = a.id AND (NOT td.commission IS NULL OR NOT td.commission_net IS NULL OR NOT td.commission_affiliate IS NULL OR NOT td.commission_sub_affiliate IS NULL)) AND NOT a.id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')

SELECT tb.user_id AS user_id, COUNT(*) OVER () AS client_count, COUNT(td.acquisition_cost_sub_affiliate) AS trade_count FROM public.trade_bookings AS tb LEFT JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE NOT tb.user_id IS NULL GROUP BY tb.user_id HAVING COUNT(td.id) FILTER(WHERE NOT td.id IS NULL) >= 0 AND COUNT(td.commission) = 0 AND COUNT(td.commission_net) = 0 AND COUNT(td.commission_affiliate) = 0 AND COUNT(td.commission_sub_affiliate) = 0 AND COUNT(td.acquisition_cost_affiliate) = 0 AND COUNT(td.acquisition_cost_sub_affiliate) = 0 ORDER BY 1

For exactly the CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


System: CT

CT accounts

System: CT

commission

System: CT

System: PD

person ID

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND NOT tb.sell_currency_to_gbp_rate IS NULL JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE NOT a.skip_commission_calculations IS TRUE GROUP BY a.id HAVING SUM(td.commission) = 0 ORDER BY a.id

SELECT
  a.id AS user_id
FROM public.accounts AS a
JOIN public.trade_bookings AS tb
  ON tb.user_id = a.id
  AND (
    tb.status <> 'closed' AND tb.deleted_at IS NULL
  )
  AND NOT tb.sell_currency_to_gbp_rate IS NULL
JOIN public.trade_details AS td
  ON td.trade_booking_id = tb.id
WHERE
  NOT a.skip_commission_calculations IS TRUE
GROUP BY
  a.id
HAVING
  SUM(td.commission) = 0
ORDER BY
  a.id

List every distinct CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Keeps only rows matching filters on skip_commission_calculations.


System: CT

CT accounts

System: CT

commission

System: CT

```json
{
  "sql": "",
  "explanation": "The request depends on a prior result set ('the same checked IDs from the first result') and requires the ct.client_360 / pipedrive.* federation tables, none of which are present in the provided schema, so I cannot generate a valid query.",
  "confidence": "u

Show the same checked IDs for the CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

CT accounts

System: CT

commission

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request cannot be satisfied: it forbids referencing raw ct tables (only ct.client_360 / pipedrive.* are allowed), but no ct.client_360 or pipedrive schema is provided, and the underlying commission-null logic lives in ct.trade_details/trade_bookings, whic

Keep the CT accounts of any role with booking records, including closed and deleted records, whose commission inputs are all unknown membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


System: CT

CT accounts

System: CT

commission

System: CT

client

For exactly the CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


System: CT

CT accounts

When the trade completed/settled. Date column for the realized (settled) commission reading.

System: CT

completion date

The client's settlement DEADLINE (the must-settle-by date so the payment firm honours delivery) — NOT when revenue is realized. It is populated even on trades that have not settled yet (e.g. awaiting_funds). Do NOT date realized/settled money on this; use completed_at.

System: CT

settlement deadline

System: CT

System: PD

person ID

Semantic: SQL still failed CalendarSemanticsError enforcement after regeneration: Unverified calendar semantics: more than one requested timezone Use the requested calendar and the authorized physical timestamp type. Convert naive UTC storage to an instant before converting to the requested wall clock; convert timestamptz directly to that wall clock. Compare compatible timestamp types.

List every distinct CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


System: CT

CT accounts

System: CT

commission

System: CT

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id AND (tb.status <> 'closed' AND tb.deleted_at IS NULL) AND NOT tb.sell_currency_to_gbp_rate IS NULL JOIN public.trade_details AS td ON td.trade_booking_id = tb.id AND NOT td.commission IS NULL WHERE NOT a.skip_commission_calculations IS TRUE GROUP BY a.id HAVING COALESCE(SUM(td.commission), 0) = 0 ORDER BY a.id DESC NULLS LAST

SELECT
  a.id AS user_id
FROM public.accounts AS a
JOIN public.trade_bookings AS tb
  ON tb.user_id = a.id
  AND (
    tb.status <> 'closed' AND tb.deleted_at IS NULL
  )
  AND NOT tb.sell_currency_to_gbp_rate IS NULL
JOIN public.trade_details AS td
  ON td.trade_booking_id = tb.id AND NOT td.commission IS NULL
WHERE
  NOT a.skip_commission_calculations IS TRUE
GROUP BY
  a.id
HAVING
  COALESCE(SUM(td.commission), 0) = 0
ORDER BY
  a.id DESC NULLS LAST

Show the same checked IDs for the CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

CT accounts

System: CT

completion date

System: CT

settlement deadline

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request cannot be fulfilled: it requires the tables ct.client_360 and pipedrive.* which are not present in the provided schema (only public.* tables exist), and the 'one row per user_id with client_count' grain conflicts with a distinct-count answer.",

For exactly the CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


First returned row — client_count: 8.00.

Keep the CT accounts of any role with at least one...

System: CT

CT accounts

System: CT

commission

System: CT

client

Moderate complexity: 1 JOINs, subqueries

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts AS a WHERE a.id IN (SELECT tb.user_id FROM public.trade_bookings AS tb JOIN public.trade_details AS td ON td.trade_booking_id = tb.id WHERE ((tb.status <> 'closed' AND tb.deleted_at IS NULL) AND NOT a.skip_commission_calculations IS TRUE AND NOT tb.sell_currency_to_gbp_rate IS NULL AND NOT td.commission IS NULL) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com') GROUP BY tb.user_id HAVING SUM(td.commission) = 0)

SELECT
  COUNT(DISTINCT a.id) AS client_count
FROM public.accounts AS a
WHERE
  a.id IN (
    SELECT
      tb.user_id
    FROM public.trade_bookings AS tb
    JOIN public.trade_details AS td
      ON td.trade_booking_id = tb.id
    WHERE
      (
        (
          tb.status <> 'closed' AND tb.deleted_at IS NULL
        )
        AND NOT a.skip_commission_calculations IS TRUE
        AND NOT tb.sell_currency_to_gbp_rate IS NULL
        AND NOT td.commission IS NULL
      )
      AND NOT tb.user_id IN (
        SELECT
          id
        FROM public.accounts
        WHERE
          id = 1 OR email ILIKE '%@currencytransfer.com'
      )
    GROUP BY
      tb.user_id
    HAVING
      SUM(td.commission) = 0
  )

Compare client count with the previous period.

Keep the CT accounts of any role with at least one known booked commission input and a booked commission total of exactly zero membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Calculates how many DISTINCT a.id there are.

Keeps only rows matching filters on id, user_id, trade_booking_id, commission, sell_currency_to_gbp_rate, skip_commission_calculations, status, deleted_at, and email.

Summary: Works out how many DISTINCT a.id there are from accounts, trade_bookings, and trade_details.


System: CT

CT accounts

System: CT

completion date

System: CT

settlement deadline

System: CT

Show the same checked IDs for the CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

accounts

System: CT

System: PD

person ID

churn-tier-definitions activation-definition-gold trade-existence-gold-booked calendar-window-defaults

List every distinct ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


System: CT

CT accounts

System: CT

completion date

System: CT

settlement deadline

System: CT

client

Keep the CT accounts of any role with a settled booking whose actual completion date differs from its settlement deadline date in Europe/London, treating raw timestamps as UTC membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


System: CT

accounts

System: CT

client

For exactly the ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


System: CT

CT accounts

The trade's PAYMENT/LIQUIDITY PARTNER — CT calls this the BROKER (live names include Corpay, Corpay Offline, Currencycloud, Clear Treasury, Moneycorp, Verto, iBan First, Central FX). Resolve the partner NAME by joining: JOIN public.broker_accounts ba ON ba.id = tb.broker_account_id JOIN public.brokers b ON b.id = ba.broker_id, then use b.name as the partner dimension (GROUP BY b.name for a by-partner breakdown; every trade_bookings row carries broker_account_id). NEVER use trade_bookings.platform for a partner/provider/broker breakdown — platform is the booking CHANNEL (web/ios/system/nexus), not a partner — and never alias platform AS payment_partner.

System: CT

broker

System: CT

System: PD

person ID

SELECT a.id AS user_id FROM public.accounts a JOIN (SELECT user_id, MIN(traded_at) AS first_trade FROM public.trade_bookings WHERE deleted_at IS NULL AND status <> 'closed' AND user_id IS NOT NULL GROUP BY 1) t ON t.user_id = a.id JOIN (SELECT user_id, MIN(verified_at) AS first_verified FROM public.broker_accounts WHERE verified_at IS NOT NULL AND deleted_at IS NULL AND user_id IS NOT NULL GROUP BY 1) v ON v.user_id = a.id WHERE t.first_trade < v.first_verified ORDER BY 1

SELECT tb.user_id FROM public.trade_bookings tb JOIN public.broker_accounts ba ON ba.user_id = tb.user_id AND ba.deleted_at IS NULL WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND tb.traded_at IS NOT NULL AND ba.verified_at IS NOT NULL GROUP BY tb.user_id HAVING MIN(tb.traded_at) < MIN(ba.verified_at) ORDER BY 1

List every distinct CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


System: CT

accounts

System: CT

Show the same checked IDs for the ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

accounts

System: CT

client

```json
{
  "sql": "",
  "explanation": "The requested source table ct.client_360 is not present in the provided schema (only public.* tables exist), so a compliant query cannot be generated.",
  "confidence": "uncertain",
  "warnings": ["No ct.client_360 or pipedrive.* tables exist in the schema; t

Keep the ordinary CT user accounts created during September 2026 in Europe/London, interpreting raw timestamps as UTC membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


System: CT

CT accounts

System: CT

broker

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request depends on a ct.client_360 table (and 'first checked result' membership) that is not present in the provided schema, so no reliable query can be generated.",
  "confidence": "uncertain",
  "warnings": ["ct.client_360 is not in the available schema

For exactly the CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


System: CT

CT accounts

System: CT

broker

System: CT

```json
{
  "sql": "",
  "explanation": "The request depends on an unavailable prior result ('the first result') and the ct.client_360 table, which is not in the provided schema, so no query can be confidently generated.",
  "confidence": "uncertain",
  "warnings": ["ct.client_360 is not present in

Show the same checked IDs for the CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification from the first result, this time in descending user_id order. Keep every member and show only user_id.


List every distinct CT client records referred by ...

System: CT

client

Matview over public.affiliate_details. AFFILIATE-keyed dimension (keyed by affiliate_id), NOT a per-user/client fact table. It bridges to a client via client.affiliate_id = affiliate_details.affiliate_id, where client.affiliate_id -> accounts.id of the referrer (NOT the account_id bridge). One affiliate maps to many clients, so it CANNOT merge on the federation user_id; route it as an affiliate-dimension lookup (fail-safe), never fanned out or summed per user, until a hand-tuned attribution bridge exists. Refer-and-earn referrers are accounts.role='User' (accounts.role values include User 89179, Affiliate 442, Partner 50, AffiliateManager 11); commission_rate > 0 marks a professional affiliate. SECURITY: bank/PII columns (iban, account_number, sort_code, bic_swift, aba, bsb, address, bank_account_country) are never exposed in a CT federation leg.

System: CT

professional affiliate

Affiliate commission rate; commission_rate > 0 marks a professional affiliate.

System: CT

commission rate

System: CT

System: PD

person ID

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS ref ON ref.id = a.affiliate_id JOIN public.affiliate_details AS ad ON ad.affiliate_id = ref.id WHERE NOT a.affiliate_id IS NULL AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner') AND ad.commission_rate = 0 GROUP BY a.id ORDER BY a.id LIMIT 10000

refer-and-earn-earnings-disambiguation affiliate-cohort-designator settlement-is-ct-trade-lifecycle churn-tier-definitions declared-currency-intent activation-definition-gold client-type-sti-classes trade-existence-gold-booked

List every distinct CT client records referred by a professional affiliate whose commission rate is zero. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Reads from accounts and affiliate_details.

Keeps only rows matching filters on commission_rate, role, and affiliate_id.

Summary: Reads rows from accounts and affiliate_details grouped by id.


System: CT

CT accounts

System: CT

broker

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request references 'the third result' from a prior multi-step sequence that is not available here, so the cohort to keep cannot be determined.",
  "confidence": "uncertain",
  "warnings": ["'The third result' is an external dependency with no supplied val

Keep the CT accounts of any role whose first non-deleted, non-closed booking predates their first broker verification membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


System: CT

customer

System: CT

referrer

System: CT

System: PD

person ID

0 matching rows — a filter likely did not bind; verify filters. High confidence (85%) — moderate complexity

SELECT DISTINCT ri.user_id AS user_id FROM public.referral_invitations AS ri JOIN public.accounts AS ref ON ref.id = ri.affiliate_id JOIN public.reward_events AS re ON re.user_id = ref.id AND re.referred_user_id = ri.user_id WHERE ref.role = 'User' AND NOT ri.user_id IS NULL ORDER BY 1 LIMIT 10000

churn-tier-definitions declared-currency-intent activation-definition-gold client-type-sti-classes trade-existence-gold-booked

List every distinct CT client records referred by a customer account where that referrer has a reward event for the same client. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


First returned row — client_count: 11.00.

For exactly the CT client records referred by a pr...

System: CT

client

System: CT

professional affiliate

System: CT

commission rate

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.accounts ref ON ref.id = a.affiliate_id LEFT JOIN public.affiliate_details ad ON ad.affiliate_id = ref.id WHERE a.affiliate_id IS NOT NULL AND ref.role IN ('Affiliate','AffiliateManager','Partner') AND ad.commission_rate = 0

SELECT
  COUNT(DISTINCT a.id) AS client_count
FROM public.accounts AS a
JOIN public.accounts AS ref
  ON ref.id = a.affiliate_id
LEFT JOIN public.affiliate_details AS ad
  ON ad.affiliate_id = ref.id
WHERE
  NOT a.affiliate_id IS NULL
  AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')
  AND ad.commission_rate = 0

Assuming "revenue" = booked trading revenue (commission on all non-cancelled trades) — includes open/forward trades not yet settled — say 'settled', 'realized', or 'billable' to narrow.

refer-and-earn-earnings-disambiguation affiliate-cohort-designator settlement-is-ct-trade-lifecycle declared-currency-intent client-type-sti-classes

For exactly the CT client records referred by a professional affiliate whose commission rate is zero in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Summary: Works out how many DISTINCT a.id there are from accounts and affiliate_details.


Show the same checked IDs for the CT client record...

System: CT

client

System: CT

professional affiliate

System: CT

commission rate

System: CT

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS referrer ON referrer.id = a.affiliate_id JOIN public.affiliate_details AS ad ON ad.affiliate_id = referrer.id WHERE NOT a.affiliate_id IS NULL AND referrer.role IN ('Affiliate', 'AffiliateManager', 'Partner') AND ad.commission_rate = 0 GROUP BY a.id ORDER BY a.id DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the CT client records referred by a professional affiliate whose commission rate is zero from the first result, this time in descending user_id order. Keep every member and show only user_id.


First returned row — client_count: 0.00.

For exactly the CT client records referred by a cu...

System: CT

customer

System: CT

referrer

SELECT COUNT(DISTINCT ri.user_id) AS client_count FROM public.referral_invitations AS ri JOIN public.accounts AS ref ON ref.id = ri.affiliate_id JOIN public.reward_events AS re ON re.user_id = ref.id AND re.referred_user_id = ri.user_id WHERE (ref.role = 'User' AND NOT ri.user_id IS NULL) AND FALSE

SELECT
  COUNT(DISTINCT ri.user_id) AS client_count
FROM public.referral_invitations AS ri
JOIN public.accounts AS ref
  ON ref.id = ri.affiliate_id
JOIN public.reward_events AS re
  ON re.user_id = ref.id AND re.referred_user_id = ri.user_id
WHERE
  (
    ref.role = 'User' AND NOT ri.user_id IS NULL
  ) AND FALSE

Using the 0 clients from your previous answer.

For exactly the CT client records referred by a customer account where that referrer has a reward event for the same client in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Reads from referral_invitations, accounts, and reward_events.

Calculates how many DISTINCT ri.user_id there are.

Keeps only rows matching filters on role and user_id.

Summary: Works out how many DISTINCT ri.user_id there are from referral_invitations, accounts, and reward_events.


System: CT

customer

System: CT

referrer

System: CT

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.accounts AS ref ON ref.id = a.affiliate_id JOIN public.reward_events AS re ON re.user_id = ref.id AND re.referred_user_id = a.id WHERE ref.role = 'User' GROUP BY 1 ORDER BY 1 DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the CT client records referred by a customer account where that referrer has a reward event for the same client from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

customer

System: CT

referrer

Keep the CT client records referred by a customer account where that referrer has a reward event for the same client membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


Keep the CT client records referred by a professio...

System: CT

client

System: CT

professional affiliate

System: CT

commission rate

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.accounts ref ON ref.id = a.affiliate_id LEFT JOIN public.affiliate_details ad ON ad.affiliate_id = ref.id WHERE ref.role IN ('Affiliate','AffiliateManager','Partner') AND ad.commission_rate = 0

SELECT
  COUNT(DISTINCT a.id) AS client_count
FROM public.accounts AS a
JOIN public.accounts AS ref
  ON ref.id = a.affiliate_id
LEFT JOIN public.affiliate_details AS ad
  ON ad.affiliate_id = ref.id
WHERE
  ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')
  AND ad.commission_rate = 0

Keep the CT client records referred by a professional affiliate whose commission rate is zero membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Keeps only rows matching filters on role and commission_rate.


List every distinct professional CT partner accoun...

System: CT

partner

System: CT

accounts

System: CT

System: PD

person ID

SELECT s.affiliate_id AS user_id FROM public.affiliate_commission_statements s JOIN public.accounts ref ON ref.id = s.affiliate_id WHERE ref.role IN ('Affiliate','AffiliateManager','Partner') GROUP BY s.affiliate_id HAVING COUNT(*) FILTER (WHERE s.paid_at IS NOT NULL) > 0 AND COUNT(*) FILTER (WHERE s.paid_at IS NULL) > 0 ORDER BY 1

SELECT
  s.affiliate_id AS user_id
FROM public.affiliate_commission_statements AS s
JOIN public.accounts AS ref
  ON ref.id = s.affiliate_id
WHERE
  ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')
GROUP BY
  s.affiliate_id
HAVING
  COUNT(*) FILTER(WHERE
    NOT s.paid_at IS NULL) > 0
  AND COUNT(*) FILTER(WHERE
    s.paid_at IS NULL) > 0
ORDER BY
  1

refer-and-earn-earnings-disambiguation affiliate-cohort-designator settlement-is-ct-trade-lifecycle churn-tier-definitions activation-definition-gold trade-existence-gold-booked calendar-window-defaults

List every distinct professional CT partner accounts with both paid and unpaid monthly affiliate statements. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Reads from affiliate_commission_statements and accounts.

Keeps only rows matching filters on role.

Summary: Reads rows from affiliate_commission_statements and accounts grouped by affiliate_id.


System: CT

accounts

Owning salesperson id (account-level). Used alongside relationship_manager_id to assign a client's sales 'stream'/team.

System: CT

salesperson

Owning relationship manager id (account-level).

System: CT

relationship manager

System: PD

people

System: CT

System: PD

person ID

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a WHERE a.role = 'User' AND NOT a.salesperson_id IS NULL AND NOT a.relationship_manager_id IS NULL AND a.salesperson_id <> a.relationship_manager_id ORDER BY 1 LIMIT 10000

SELECT user_id FROM ct.client_360 WHERE NOT salesperson_id IS NULL AND NOT relationship_manager_id IS NULL AND salesperson_id <> relationship_manager_id GROUP BY user_id ORDER BY user_id LIMIT 10000

```json
{
  "sql": "",
  "explanation": "Cannot generate: the required salesperson/relationship manager identifier columns do not exist in ct.client_360 under any name I can verify, and the gold catalog forbids falling back to ct.accounts.",
  "confidence": "uncertain",
  "warnings": [
    "Previous

List every distinct ordinary CT user accounts whose salesperson and relationship manager are both known and are different people. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


First returned row — client_count: 3.00.

For exactly the professional CT partner accounts w...

System: CT

partner

System: CT

accounts

System: CT

client

SELECT COUNT(DISTINCT s.affiliate_id)::numeric AS client_count FROM public.affiliate_commission_statements s JOIN public.accounts ref ON ref.id = s.affiliate_id WHERE ref.role IN ('Affiliate','AffiliateManager','Partner') GROUP BY () HAVING COUNT(*) FILTER (WHERE s.paid_at IS NOT NULL) > 0 AND COUNT(*) FILTER (WHERE s.paid_at IS NULL) > 0

SELECT
  CAST(COUNT(DISTINCT s.affiliate_id) AS DECIMAL) AS client_count
FROM public.affiliate_commission_statements AS s
JOIN public.accounts AS ref
  ON ref.id = s.affiliate_id
WHERE
  ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')
GROUP BY
  ()
HAVING
  COUNT(*) FILTER(WHERE
    NOT s.paid_at IS NULL) > 0
  AND COUNT(*) FILTER(WHERE
    s.paid_at IS NULL) > 0

For exactly the professional CT partner accounts with both paid and unpaid monthly affiliate statements in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Calculates how many DISTINCT s.affiliate_id there are.

Summary: Works out how many DISTINCT s.affiliate_id there are from affiliate_commission_statements and accounts grouped by ().


System: CT

accounts

System: CT

salesperson

System: CT

relationship manager

System: PD

people

System: CT

client

```json
{
  "sql": "",
  "explanation": "The request depends on a prior 'first checked result' membership that was not provided, and references tables (ct.client_360, pipedrive.*) that do not exist in the available schema.",
  "confidence": "uncertain",
  "warnings": [
    "The defining membership s

For exactly the ordinary CT user accounts whose salesperson and relationship manager are both known and are different people in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


Show the same checked IDs for the professional CT ...

System: CT

partner

System: CT

accounts

System: CT

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.affiliate_commission_statements AS acs ON acs.affiliate_id = a.id WHERE a.role IN ('Affiliate', 'AffiliateManager', 'Partner') GROUP BY a.id HAVING COUNT(*) FILTER(WHERE NOT acs.paid_at IS NULL) > 0 AND COUNT(*) FILTER(WHERE acs.paid_at IS NULL) > 0 ORDER BY 1 DESC NULLS LAST

Show the same checked IDs for the professional CT partner accounts with both paid and unpaid monthly affiliate statements from the first result, this time in descending user_id order. Keep every member and show only user_id.

Reads from accounts and affiliate_commission_statements.

Summary: Reads rows from accounts and affiliate_commission_statements grouped by id.


System: CT

accounts

System: CT

salesperson

System: CT

relationship manager

System: PD

people

System: CT

```json
{
  "sql": "",
  "explanation": "The request refers to IDs 'from the first result', which is not available in this session, and requires tables (ct.client_360, pipedrive.*) that are not present in the provided schema.",
  "confidence": "uncertain",
  "warnings": [
    "No prior result set ex

Show the same checked IDs for the ordinary CT user accounts whose salesperson and relationship manager are both known and are different people from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: CT

accounts

System: CT

salesperson

System: CT

relationship manager

System: PD

people

System: CT

client

```json
{
  "sql": "",
  "explanation": "The requested federation gold leg requires ct.client_360, which is not present in the provided schema, so I cannot generate a valid query without inventing tables or columns.",
  "confidence": "uncertain",
  "warnings": ["ct.client_360 (and salesperson/relati

Keep the ordinary CT user accounts whose salesperson and relationship manager are both known and are different people membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


Keep the professional CT partner accounts with bot...

System: CT

partner

System: CT

accounts

System: CT

client

WITH stmt AS (SELECT affiliate_id, BOOL_OR(paid_at IS NOT NULL) AS any_paid, BOOL_OR(paid_at IS NULL) AS any_unpaid FROM public.affiliate_commission_statements WHERE affiliate_id IS NOT NULL GROUP BY 1), m AS (SELECT stmt.affiliate_id FROM stmt JOIN public.accounts ref ON ref.id = stmt.affiliate_id AND ref.role IN ('Affiliate','AffiliateManager','Partner') WHERE stmt.any_paid AND stmt.any_unpaid) SELECT COUNT(m.affiliate_id) AS client_count FROM (SELECT 1) d LEFT JOIN m ON TRUE

WITH stmt AS (
  SELECT
    affiliate_id,
    BOOL_OR(NOT paid_at IS NULL) AS any_paid,
    BOOL_OR(paid_at IS NULL) AS any_unpaid
  FROM public.affiliate_commission_statements
  WHERE
    NOT affiliate_id IS NULL
  GROUP BY
    1
), m AS (
  SELECT
    stmt.affiliate_id
  FROM stmt
  JOIN public.accounts AS ref
    ON ref.id = stmt.affiliate_id
    AND ref.role IN ('Affiliate', 'AffiliateManager', 'Partner')
  WHERE
    stmt.any_paid AND stmt.any_unpaid
)
SELECT
  COUNT(m.affiliate_id) AS client_count
FROM (
  SELECT
    1
) AS d
LEFT JOIN m
  ON TRUE

Keep the professional CT partner accounts with both paid and unpaid monthly affiliate statements membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Reads from m, affiliate_commission_statements, stmt, and accounts.

Calculates how many affiliate_id there are.

Summary: Works out how many affiliate_id there are from m, affiliate_commission_statements, stmt, and accounts.


43 rows returned. Only the first 12 returned rows are available for this summary.

List every distinct CT accounts of any role assign...

System: CT

CT accounts

System: CT

System: PD

person ID

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.user_analytics AS ua ON ua.user_id = a.id WHERE NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL ORDER BY 1 LIMIT 10000

List every distinct CT accounts of any role assigned to a campaign and with a known web referral domain. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Keeps only rows matching filters on campaign_id and came_from_domain.

Summary: Reads rows from accounts and user_analytics.


16 rows returned. Only the first 12 returned rows are available for this summary.

List every distinct ordinary CT user accounts with...

System: CT

accounts

Identity placeholder — NEVER select the physical column in SQL (the validator rejects it): project `NULL AS first_name`; the server fills real values post-execution keyed on user_id.

System: CT

first-name

Identity placeholder — NEVER select the physical column in SQL (the validator rejects it): project `NULL AS last_name`; the server fills real values post-execution keyed on user_id.

System: CT

last-name

Identity placeholder — NEVER select the physical column in SQL (the validator rejects it): project `NULL AS telephone`; the server fills real values post-execution keyed on user_id.

System: CT

telephone

System: CT

System: PD

person ID

Fictional Company 11
cfx (corporate)
+440000000011

Fictional Company 13
cfx (corporate)
+440000000013

Fictional Company 22
cfx (corporate)
+440000000022

Fictional Company 26
unknown
+440000000026

Fictional Company 33
cfx (corporate)
+440000000033

Fictional Company 39
cfx (corporate)
+440000000039

Fictional Company 44
unknown
+440000000044

Fictional Company 52
cfx (corporate)
+440000000052

SELECT a.id AS user_id, NULL AS phone FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE a.role = 'User' AND NOT c.completed_registration_at IS NULL AND a.deleted_at IS NULL AND (NULLIF(TRIM(a.first_name), '') IS NULL OR NULLIF(TRIM(a.last_name), '') IS NULL OR NULLIF(TRIM(a.telephone), '') IS NULL) ORDER BY 1 ASC LIMIT 10000

SELECT
  a.id AS user_id,
  NULL AS phone
FROM public.accounts AS a
JOIN public.clients AS c
  ON c.user_id = a.id
WHERE
  a.role = 'User'
  AND NOT c.completed_registration_at IS NULL
  AND a.deleted_at IS NULL
  AND (
    NULLIF(TRIM(a.first_name), '') IS NULL
    OR NULLIF(TRIM(a.last_name), '') IS NULL
    OR NULLIF(TRIM(a.telephone), '') IS NULL
  )
ORDER BY
  1 ASC
LIMIT 10000

Reading this as the registration-form funnel — started the signup wizard vs finished it (clients.completed_registration_at). If you meant activation (verified & ready to trade), say so.

Missing values occur in 5 of the 12 rows examined.

activation-definition activation-definition-gold onboarding-duration churn-tier-definitions trade-existence-gold-booked

List every distinct ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Keeps only rows matching filters on deleted_at, role, completed_registration_at, telephone, first_name, and last_name.

Summary: Reads rows from accounts and clients.


First returned row — client_count: 16.00; first_name: Synthetic7.

For exactly the ordinary CT user accounts with com...

System: CT

accounts

System: CT

first-name

System: CT

last-name

System: CT

telephone

System: CT

client

Moderate complexity: 1 JOINs, window functions

SELECT a.id AS user_id, COUNT(*) OVER () AS client_count, NULL AS first_name, NULL AS last_name, NULL AS telephone FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.completed_registration_at IS NOT NULL AND a.deleted_at IS NULL AND (NULLIF(TRIM(a.first_name), '') IS NULL OR NULLIF(TRIM(a.last_name), '') IS NULL OR NULLIF(TRIM(a.telephone), '') IS NULL) ORDER BY 1

SELECT
  a.id AS user_id,
  COUNT(*) OVER () AS client_count,
  NULL AS first_name,
  NULL AS last_name,
  NULL AS telephone
FROM public.accounts AS a
JOIN public.clients AS c
  ON c.user_id = a.id
WHERE
  NOT c.completed_registration_at IS NULL
  AND a.deleted_at IS NULL
  AND (
    NULLIF(TRIM(a.first_name), '') IS NULL
    OR NULLIF(TRIM(a.last_name), '') IS NULL
    OR NULLIF(TRIM(a.telephone), '') IS NULL
  )
ORDER BY
  1

16 rows returned. Only the first 12 returned rows are available for this summary.

Missing values occur in 12 of the 12 rows examined.

activation-definition activation-definition-gold onboarding-duration declared-currency-intent client-type-sti-classes

For exactly the ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Keeps only rows matching filters on deleted_at, completed_registration_at, telephone, first_name, and last_name.

Summary: Works out how many rows there are from accounts and clients.


First returned row — client_count: 43.00.

For exactly the CT accounts of any role assigned t...

System: CT

CT accounts

System: CT

client

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.user_analytics ua ON ua.user_id = a.id WHERE a.campaign_id IS NOT NULL AND COALESCE(NULLIF(TRIM(ua.came_from_domain), ''), NULLIF(TRIM(ua.latest_traffic_source_domain), '')) IS NOT NULL

SELECT
  COUNT(DISTINCT a.id) AS client_count
FROM public.accounts AS a
JOIN public.user_analytics AS ua
  ON ua.user_id = a.id
WHERE
  NOT a.campaign_id IS NULL
  AND NOT COALESCE(
    NULLIF(TRIM(ua.came_from_domain), ''),
    NULLIF(TRIM(ua.latest_traffic_source_domain), '')
  ) IS NULL

For exactly the CT accounts of any role assigned to a campaign and with a known web referral domain in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Calculates how many DISTINCT a.id there are.

Keeps only rows matching filters on campaign_id, came_from_domain, and latest_traffic_source_domain.

Summary: Works out how many DISTINCT a.id there are from accounts and user_analytics.


Missing values occur in 6 of the 12 rows examined.

Show the same checked IDs for the ordinary CT user...

System: CT

accounts

System: CT

first-name

System: CT

last-name

System: CT

telephone

System: CT

SELECT a.id AS user_id, NULL AS phone FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE a.role = 'User' AND NOT c.completed_registration_at IS NULL AND (NULLIF(TRIM(a.first_name), '') IS NULL OR NULLIF(TRIM(a.last_name), '') IS NULL OR NULLIF(TRIM(a.telephone), '') IS NULL) ORDER BY a.id DESC NULLS LAST LIMIT 10000

SELECT
  a.id AS user_id,
  NULL AS phone
FROM public.accounts AS a
JOIN public.clients AS c
  ON c.user_id = a.id
WHERE
  a.role = 'User'
  AND NOT c.completed_registration_at IS NULL
  AND (
    NULLIF(TRIM(a.first_name), '') IS NULL
    OR NULLIF(TRIM(a.last_name), '') IS NULL
    OR NULLIF(TRIM(a.telephone), '') IS NULL
  )
ORDER BY
  a.id DESC NULLS LAST
LIMIT 10000

Show the same checked IDs for the ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field from the first result, this time in descending user_id order. Keep every member and show only user_id.

Keeps only rows matching filters on role, completed_registration_at, telephone, first_name, and last_name.

Summary: Reads rows from accounts and clients.


Show the same checked IDs for the CT accounts of a...

System: CT

CT accounts

System: CT

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.user_analytics AS ua ON ua.user_id = a.id WHERE NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL ORDER BY a.id DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the CT accounts of any role assigned to a campaign and with a known web referral domain from the first result, this time in descending user_id order. Keep every member and show only user_id.


First returned row — client_count: 16.00.

Keep the ordinary CT user accounts with complete r...

System: CT

accounts

System: CT

first-name

System: CT

last-name

System: CT

telephone

System: CT

client

SELECT COUNT(DISTINCT public.accounts.id) AS client_count, NULL AS phone FROM public.accounts JOIN public.clients ON public.clients.user_id = public.accounts.id WHERE public.accounts.role = 'User' AND NOT public.clients.completed_registration_at IS NULL AND (NULLIF(TRIM(public.accounts.first_name), '') IS NULL OR NULLIF(TRIM(public.accounts.last_name), '') IS NULL OR NULLIF(TRIM(public.accounts.telephone), '') IS NULL)

SELECT
  COUNT(DISTINCT public.accounts.id) AS client_count,
  NULL AS phone
FROM public.accounts
JOIN public.clients
  ON public.clients.user_id = public.accounts.id
WHERE
  public.accounts.role = 'User'
  AND NOT public.clients.completed_registration_at IS NULL
  AND (
    NULLIF(TRIM(public.accounts.first_name), '') IS NULL
    OR NULLIF(TRIM(public.accounts.last_name), '') IS NULL
    OR NULLIF(TRIM(public.accounts.telephone), '') IS NULL
  )

Keep the ordinary CT user accounts with complete registration but at least one missing or blank first-name, last-name, or telephone field membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Calculates how many DISTINCT public.accounts.id there are.

Summary: Works out how many DISTINCT public.accounts.id there are from accounts and clients.


List every distinct CT client records who booked a...

System: CT

client

Direct user_id; group quote metrics to one row per user_id before merge.

System: CT

sell currency

DECLARED (onboarding) sell currencies — the currencies the client SAID at sign-up they wanted to sell. NOT actually-traded (that is trade_bookings.sell_currency/buy_currency) and NOT a residence cohort. An ARRAY (text[]): test membership with `'<CODE>' = ANY(clients.sell_currencies)`; there is NO singular sell_currency column on clients and a scalar comparison fails validation. Declared intent needs NO trade — a client who never traded still has one — so never add a trade-existence predicate to a declared-intent cohort. A generic 'declared/intended to trade <CODE>' is EITHER side: OR this with ct.clients.buy_currencies; '<CODE> book' is the TRADED cohort, a different lens.

System: CT

declared sell currencies

System: CT

System: PD

person ID

SELECT user_id FROM ct.client_360 GROUP BY 1 ORDER BY 1 LIMIT 10001

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id JOIN public.clients AS cl ON cl.user_id = a.id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT tb.sell_currency IS NULL AND (cl.sell_currencies IS NULL OR CARDINALITY(cl.sell_currencies) = 0 OR tb.sell_currency <> ALL(cl.sell_currencies)) ORDER BY 1 LIMIT 10001

List every distinct CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Gold / Pipedrive: Reads from client_360.

Gold / Pipedrive: Groups the results by user_id.

CT Ledger: Reads from accounts, trade_bookings, and clients.

CT Ledger: Keeps only rows matching filters on deleted_at, status, sell_currency, and sell_currencies.

Summary: Combines the source results. Gold / Pipedrive: Reads rows from client_360 grouped by user_id. CT Ledger: Reads rows from accounts, trade_bookings, and clients.


Keep the CT accounts of any role assigned to a cam...

System: CT

CT accounts

System: CT

client

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.user_analytics ua ON ua.user_id = a.id WHERE a.campaign_id IS NOT NULL AND NULLIF(TRIM(ua.came_from_domain), '') IS NOT NULL

SELECT
  COUNT(DISTINCT a.id) AS client_count
FROM public.accounts AS a
JOIN public.user_analytics AS ua
  ON ua.user_id = a.id
WHERE
  NOT a.campaign_id IS NULL AND NOT NULLIF(TRIM(ua.came_from_domain), '') IS NULL

Keep the CT accounts of any role assigned to a campaign and with a known web referral domain membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


List every distinct private CT client records whos...

System: CT

client

System: CT

broker

System: CT

System: PD

person ID

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.verified_at IS NULL) ORDER BY a.id LIMIT 10000

SELECT DISTINCT
  a.id AS user_id
FROM public.accounts AS a
JOIN public.clients AS c
  ON c.user_id = a.id
WHERE
  c.type = 'PersonalAccount'
  AND c.status = 'rejected'
  AND EXISTS(
    SELECT
      1
    FROM public.broker_accounts AS ba
    WHERE
      ba.user_id = a.id AND NOT ba.verified_at IS NULL
  )
ORDER BY
  a.id
LIMIT 10000

activation-definition activation-definition-gold onboarding-duration churn-tier-definitions declared-currency-intent trade-existence-default-booked settlement-is-ct-trade-lifecycle client-type-sti-classes trade-existence-gold-booked

List every distinct private CT client records whose registration status is rejected but whose broker verification timestamp exists. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Reads from accounts, clients, and broker_accounts.

Keeps only rows matching filters on type, status, user_id, id, and verified_at.

Summary: Reads rows from accounts, clients, and broker_accounts.


System: CT

client

System: CT

sell currency

System: CT

declared sell currencies

SELECT COUNT(*) AS client_count FROM (SELECT DISTINCT tb.user_id FROM public.trade_bookings tb JOIN public.clients c ON c.user_id = tb.user_id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND tb.sell_currency IS NOT NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies))) t

SELECT COUNT(DISTINCT c.user_id) AS client_count FROM public.clients c WHERE c.user_id IS NOT NULL AND c.sell_currencies IS NOT NULL AND EXISTS (SELECT 1 FROM public.trade_bookings tb WHERE tb.user_id = c.user_id AND tb.deleted_at IS NULL AND COALESCE(tb.status, '') <> 'closed' AND tb.sell_currency IS NOT NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies)))

```json
{
  "sql": "",
  "explanation": "The gold catalog contains no trade-level relation (no trade_bookings) and no declared sell-currency column in ct.client_360, so the sell-currency mismatch cohort cannot be computed in this leg.",
  "confidence": "uncertain",
  "warnings": ["Raw trade activity

For exactly the CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


First returned row — client_count: 2.00.

For exactly the private CT client records whose re...

System: CT

client

System: CT

broker

SELECT COUNT(DISTINCT a.id)::integer AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = a.id AND ba.verified_at IS NOT NULL)

SELECT
  CAST(COUNT(DISTINCT a.id) AS INT) AS client_count
FROM public.accounts AS a
JOIN public.clients AS c
  ON c.user_id = a.id
WHERE
  c.type = 'PersonalAccount'
  AND c.status = 'rejected'
  AND EXISTS(
    SELECT
      1
    FROM public.broker_accounts AS ba
    WHERE
      ba.user_id = a.id AND NOT ba.verified_at IS NULL
  )

activation-definition activation-definition-gold onboarding-duration churn-tier-definitions declared-currency-intent trade-existence-default-booked settlement-is-ct-trade-lifecycle client-type-sti-classes

For exactly the private CT client records whose registration status is rejected but whose broker verification timestamp exists in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Summary: Works out how many DISTINCT a.id there are from accounts, clients, and broker_accounts.


Show the same checked IDs for the CT client record...

System: CT

client

System: CT

sell currency

System: CT

declared sell currencies

System: CT

SELECT user_id FROM ct.client_360 GROUP BY user_id ORDER BY user_id DESC NULLS LAST LIMIT 10001

SELECT DISTINCT a.id AS user_id FROM public.accounts AS a JOIN public.trade_bookings AS tb ON tb.user_id = a.id JOIN public.clients AS c ON c.user_id = a.id WHERE tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT tb.sell_currency IS NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies)) ORDER BY 1 DESC NULLS LAST LIMIT 10001

Show the same checked IDs for the CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies from the first result, this time in descending user_id order. Keep every member and show only user_id.


Show the same checked IDs for the private CT clien...

System: CT

client

System: CT

broker

System: CT

SELECT a.id AS user_id FROM public.accounts AS a JOIN public.clients AS c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS(SELECT 1 FROM public.broker_accounts AS ba WHERE ba.user_id = a.id AND NOT ba.verified_at IS NULL) ORDER BY a.id DESC NULLS LAST LIMIT 10000

SELECT
  a.id AS user_id
FROM public.accounts AS a
JOIN public.clients AS c
  ON c.user_id = a.id
WHERE
  c.type = 'PersonalAccount'
  AND c.status = 'rejected'
  AND EXISTS(
    SELECT
      1
    FROM public.broker_accounts AS ba
    WHERE
      ba.user_id = a.id AND NOT ba.verified_at IS NULL
  )
ORDER BY
  a.id DESC NULLS LAST
LIMIT 10000

Show the same checked IDs for the private CT client records whose registration status is rejected but whose broker verification timestamp exists from the first result, this time in descending user_id order. Keep every member and show only user_id.


Keep the private CT client records whose registrat...

System: CT

client

System: CT

broker

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a JOIN public.clients c ON c.user_id = a.id WHERE c.type = 'PersonalAccount' AND c.status = 'rejected' AND EXISTS (SELECT 1 FROM public.broker_accounts ba WHERE ba.user_id = a.id AND ba.verified_at IS NOT NULL)

SELECT
  COUNT(DISTINCT a.id) AS client_count
FROM public.accounts AS a
JOIN public.clients AS c
  ON c.user_id = a.id
WHERE
  c.type = 'PersonalAccount'
  AND c.status = 'rejected'
  AND EXISTS(
    SELECT
      1
    FROM public.broker_accounts AS ba
    WHERE
      ba.user_id = a.id AND NOT ba.verified_at IS NULL
  )

Keep the private CT client records whose registration status is rejected but whose broker verification timestamp exists membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


No complete question-to-answer semantic oracle was run.

SQL checks do not prove the whole question interpretation.

List every distinct Pipedrive people whose owner d...

System: PD

people

System: PD

owner

System: PD

organization

System: CT

System: PD

person ID

SELECT DISTINCT COALESCE(p.ct_id, p.id) AS user_id FROM pipedrive.persons AS p JOIN pipedrive.organizations AS o ON o.id = p.org_id WHERE p.owner_id IS DISTINCT FROM o.owner_id ORDER BY 1 LIMIT 10000

List every distinct Pipedrive people whose owner differs from the owner of their organization. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


System: CT

client

System: CT

sell currency

System: CT

declared sell currencies

SELECT COUNT(DISTINCT tb.user_id) AS client_count FROM public.trade_bookings AS tb JOIN public.clients AS c ON c.user_id = tb.user_id WHERE (tb.deleted_at IS NULL AND tb.status <> 'closed' AND NOT tb.sell_currency IS NULL AND NOT (tb.sell_currency = ANY(c.sell_currencies))) AND NOT tb.user_id IN (SELECT id FROM public.accounts WHERE id = 1 OR email ILIKE '%@currencytransfer.com')

SELECT COUNT(DISTINCT t.user_id) AS client_count FROM public.trade_bookings t JOIN public.clients c ON c.user_id = t.user_id WHERE t.deleted_at IS NULL AND t.status <> 'closed' AND t.sell_currency IS NOT NULL AND NOT (c.sell_currencies @> ARRAY[t.sell_currency])

```json
{
  "sql": "",
  "explanation": "The gold catalog contains no raw trade or client sell-currency data (no trade_bookings, no clients table), and ct.client_360 has no column capturing whether a client traded in an undeclared sell currency, so this cohort cannot be computed on the gold leg.",

Keep the CT client records who booked a non-deleted, non-closed trade in a sell currency absent from their declared sell currencies membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

CT data unavailable: The query refers to a table or column unavailable on the selected connection.


Generation confidence; semantic checks may be unverified.

System: PD

people

System: PD

owner

System: PD

organization

System: CT

client

Provider: The generation provider is unavailable after the bounded retry. Retry the same question when the generation provider is available.

For exactly the Pipedrive people whose owner differs from the owner of their organization in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


List every distinct Pipedrive people with a deal a...

System: PD

people

System: PD

organization

System: CT

System: PD

person ID

SELECT DISTINCT COALESCE(p.ct_id, p.id) AS user_id FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE NOT d.org_id IS NULL AND NOT p.org_id IS NULL AND d.org_id <> p.org_id ORDER BY 1 LIMIT 10000

List every distinct Pipedrive people with a deal assigned to a different organization from their person record. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


37 rows returned. Only the first 12 returned rows are available for this summary.

Show the same checked IDs for the Pipedrive people...

System: PD

people

System: PD

owner

System: PD

organization

System: CT

SELECT pe.ct_id AS user_id FROM pipedrive.persons_enriched AS pe LEFT JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE NOT pe.ct_id IS NULL AND (o.id IS NULL OR pe.owner_id IS DISTINCT FROM o.owner_id) ORDER BY pe.ct_id DESC NULLS LAST LIMIT 10000

SELECT
  pe.ct_id AS user_id
FROM pipedrive.persons_enriched AS pe
LEFT JOIN pipedrive.organizations AS o
  ON o.id = pe.org_id
WHERE
  NOT pe.ct_id IS NULL
  AND (
    o.id IS NULL OR pe.owner_id IS DISTINCT FROM o.owner_id
  )
ORDER BY
  pe.ct_id DESC NULLS LAST
LIMIT 10000

Show the same checked IDs for the Pipedrive people whose owner differs from the owner of their organization from the first result, this time in descending user_id order. Keep every member and show only user_id.

Reads from persons_enriched and organizations.

Keeps only rows matching filters on ct_id, id, and owner_id.

Summary: Reads rows from persons_enriched and organizations.


For exactly the Pipedrive people with a deal assig...

System: PD

people

System: PD

organization

System: CT

client

SELECT COUNT(DISTINCT COALESCE(p.ct_id, p.id)) AS client_count FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE NOT d.org_id IS NULL AND NOT p.org_id IS NULL AND d.org_id <> p.org_id

For exactly the Pipedrive people with a deal assigned to a different organization from their person record in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Calculates how many DISTINCT COALESCE(p.ct_id, p.id) there are.

Keeps only rows matching filters on org_id.

Summary: Works out how many DISTINCT COALESCE(p.ct_id, p.id) there are from persons and deals.


System: PD

people

System: PD

organization

System: CT

SELECT DISTINCT pe.ct_id AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.deals AS d ON d.person_id = pe.id WHERE NOT pe.ct_id IS NULL AND d.org_id IS DISTINCT FROM pe.org_id ORDER BY 1 DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the Pipedrive people with a deal assigned to a different organization from their person record from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: PD

people

System: PD

owner

System: PD

organization

System: CT

client

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a WHERE a.deleted_at IS NULL

SELECT COALESCE(x.client_count, 0) AS client_count FROM (SELECT COUNT(DISTINCT pe.id)::int AS client_count FROM pipedrive.persons_enriched pe LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id WHERE pe.owner_id IS DISTINCT FROM o.owner_id) x

Keep the Pipedrive people whose owner differs from the owner of their organization membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


Keep the Pipedrive people with a deal assigned to ...

System: PD

people

System: PD

organization

System: CT

client

SELECT COUNT(DISTINCT pe.ct_id) AS client_count FROM pipedrive.persons_enriched AS pe JOIN pipedrive.deals AS d ON d.person_id = pe.id WHERE pe.ct_id IS NOT NULL AND d.org_id IS DISTINCT FROM pe.org_id

SELECT
  COUNT(DISTINCT pe.ct_id) AS client_count
FROM pipedrive.persons_enriched AS pe
JOIN pipedrive.deals AS d
  ON d.person_id = pe.id
WHERE
  NOT pe.ct_id IS NULL AND d.org_id IS DISTINCT FROM pe.org_id

Keep the Pipedrive people with a deal assigned to a different organization from their person record membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Calculates how many DISTINCT pe.ct_id there are.

Keeps only rows matching filters on org_id and ct_id.

Summary: Works out how many DISTINCT pe.ct_id there are from persons_enriched and deals.


List every distinct Pipedrive people who have a le...

System: PD

people

System: PD

stage

System: CT

System: PD

person ID

SELECT DISTINCT CASE WHEN NOT pe.ct_id IS NULL THEN pe.ct_id ELSE pe.id END AS user_id FROM pipedrive.persons_enriched AS pe WHERE NOT pe.pd_lead_qualified_at IS NULL AND NOT EXISTS(SELECT 1 FROM pipedrive.deals AS d WHERE d.person_id = pe.id AND d.stage_name = 'Negotiation') ORDER BY 1 LIMIT 10000

SELECT DISTINCT
  CASE WHEN NOT pe.ct_id IS NULL THEN pe.ct_id ELSE pe.id END AS user_id
FROM pipedrive.persons_enriched AS pe
WHERE
  NOT pe.pd_lead_qualified_at IS NULL
  AND NOT EXISTS(
    SELECT
      1
    FROM pipedrive.deals AS d
    WHERE
      d.person_id = pe.id AND d.stage_name = 'Negotiation'
  )
ORDER BY
  1
LIMIT 10000

List every distinct Pipedrive people who have a lead qualification date but no deal in the Negotiation stage. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


22 rows returned. Only the first 12 returned rows are available for this summary.

List every distinct Pipedrive people with an activ...

System: PD

people

System: CT

System: PD

person ID

SELECT DISTINCT COALESCE(p.ct_id, n.person_id) AS user_id FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id WHERE n.active_flag = TRUE AND n.pinned_to_person_flag = TRUE AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE ORDER BY 1 LIMIT 10000

List every distinct Pipedrive people with an active note pinned to the person but not pinned to a deal. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Keeps only rows matching filters on active_flag, pinned_to_person_flag, and pinned_to_deal_flag.

Summary: Reads rows from notes and persons.


For exactly the Pipedrive people who have a lead q...

System: PD

people

System: PD

stage

System: CT

client

SELECT COUNT(*) AS client_count FROM (SELECT DISTINCT CASE WHEN NOT pe.ct_id IS NULL THEN pe.ct_id ELSE pe.id END AS user_id FROM pipedrive.persons_enriched AS pe WHERE NOT pe.pd_lead_qualified_at IS NULL AND NOT EXISTS(SELECT 1 FROM pipedrive.deals AS d WHERE d.person_id = pe.id AND d.stage_name = 'Negotiation')) AS m

SELECT
  COUNT(*) AS client_count
FROM (
  SELECT DISTINCT
    CASE WHEN NOT pe.ct_id IS NULL THEN pe.ct_id ELSE pe.id END AS user_id
  FROM pipedrive.persons_enriched AS pe
  WHERE
    NOT pe.pd_lead_qualified_at IS NULL
    AND NOT EXISTS(
      SELECT
        1
      FROM pipedrive.deals AS d
      WHERE
        d.person_id = pe.id AND d.stage_name = 'Negotiation'
    )
) AS m

For exactly the Pipedrive people who have a lead qualification date but no deal in the Negotiation stage in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Reads from persons_enriched and deals.
Calculates how many rows there are.

Summary: Works out how many rows there are from persons_enriched and deals.


System: PD

people

System: PD

stage

System: CT

SELECT pe.ct_id AS user_id FROM pipedrive.persons_enriched AS pe WHERE NOT pe.pd_lead_qualified_at IS NULL AND NOT EXISTS(SELECT 1 FROM pipedrive.deals AS d WHERE d.person_id = pe.id AND d.stage_name = 'Negotiation') ORDER BY pe.ct_id DESC NULLS LAST LIMIT 10000

SELECT
  pe.ct_id AS user_id
FROM pipedrive.persons_enriched AS pe
WHERE
  NOT pe.pd_lead_qualified_at IS NULL
  AND NOT EXISTS(
    SELECT
      1
    FROM pipedrive.deals AS d
    WHERE
      d.person_id = pe.id AND d.stage_name = 'Negotiation'
  )
ORDER BY
  pe.ct_id DESC NULLS LAST
LIMIT 10000

Show the same checked IDs for the Pipedrive people who have a lead qualification date but no deal in the Negotiation stage from the first result, this time in descending user_id order. Keep every member and show only user_id.


First returned row — client_count: 22.00.

For exactly the Pipedrive people with an active no...

System: PD

people

System: CT

client

SELECT COUNT(DISTINCT COALESCE(p.ct_id, n.person_id)) AS client_count FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id WHERE n.active_flag = TRUE AND n.pinned_to_person_flag = TRUE AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE

For exactly the Pipedrive people with an active note pinned to the person but not pinned to a deal in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Calculates how many DISTINCT COALESCE(p.ct_id, n.person_id) there are.

Summary: Works out how many DISTINCT COALESCE(p.ct_id, n.person_id) there are from notes and persons.


Keep the Pipedrive people who have a lead qualific...

System: PD

people

System: PD

stage

System: CT

client

SELECT COUNT(DISTINCT pe.ct_id) AS client_count FROM pipedrive.persons_enriched AS pe WHERE pe.ct_id IS NOT NULL AND pe.pd_lead_qualified_at IS NOT NULL AND NOT EXISTS (SELECT 1 FROM pipedrive.deals AS d WHERE d.person_id = pe.id AND d.stage_name = 'Negotiation')

SELECT
  COUNT(DISTINCT pe.ct_id) AS client_count
FROM pipedrive.persons_enriched AS pe
WHERE
  NOT pe.ct_id IS NULL
  AND NOT pe.pd_lead_qualified_at IS NULL
  AND NOT EXISTS(
    SELECT
      1
    FROM pipedrive.deals AS d
    WHERE
      d.person_id = pe.id AND d.stage_name = 'Negotiation'
  )

Keep the Pipedrive people who have a lead qualification date but no deal in the Negotiation stage membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Keeps only rows matching filters on ct_id, pd_lead_qualified_at, person_id, id, and stage_name.


System: PD

people

System: CT

SELECT DISTINCT p.ct_id AS user_id FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id WHERE n.active_flag = TRUE AND n.pinned_to_person_flag = TRUE AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE AND NOT p.ct_id IS NULL ORDER BY 1 DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the Pipedrive people with an active note pinned to the person but not pinned to a deal from the first result, this time in descending user_id order. Keep every member and show only user_id.

Keeps only rows matching filters on ct_id, active_flag, pinned_to_person_flag, and pinned_to_deal_flag.

Summary: Reads rows from notes and persons.


System: PD

people

System: PD

activity

System: PD

due date

System: CT

System: PD

person ID

Simple single-table query with basic aggregation

High confidence (100%) — clear time period, simple query

SELECT DISTINCT a.person_id AS user_id FROM pipedrive.activities AS a WHERE NOT a.person_id IS NULL AND a.due_date < CAST(a.add_time AS DATE) ORDER BY 1 LIMIT 10000

List every distinct Pipedrive people with an activity whose due date precedes its creation date. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Keeps only rows matching filters on due_date, person_id, and add_time.

Summary: Reads rows from activities.


First returned row — client_count: 19.00.

Keep the Pipedrive people with an active note pinn...

System: PD

people

System: CT

client

SELECT COUNT(DISTINCT p.ct_id) AS client_count FROM pipedrive.notes AS n JOIN pipedrive.persons AS p ON p.id = n.person_id WHERE n.active_flag = TRUE AND n.pinned_to_person_flag = TRUE AND COALESCE(n.pinned_to_deal_flag, FALSE) = FALSE AND NOT p.ct_id IS NULL

Keep the Pipedrive people with an active note pinned to the person but not pinned to a deal membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Calculates how many DISTINCT p.ct_id there are.

Summary: Works out how many DISTINCT p.ct_id there are from notes and persons.


First returned row — client_count: 54.00.

For exactly the Pipedrive people with an activity ...

System: PD

people

System: PD

activity

System: PD

due date

System: CT

client

SELECT COUNT(DISTINCT a.person_id) AS client_count FROM pipedrive.activities AS a WHERE NOT a.person_id IS NULL AND a.due_date < CAST(a.add_time AS DATE)

For exactly the Pipedrive people with an activity whose due date precedes its creation date in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Calculates how many DISTINCT a.person_id there are.

Summary: Works out how many DISTINCT a.person_id there are from activities.


List every distinct Pipedrive people with an open ...

System: PD

people

System: CT

System: PD

person ID

Time clarity

Explicit time period specified: 'september'

0 matching rows — a filter likely did not bind; verify filters. High confidence (85%) — clear time period, moderate complexity

SELECT DISTINCT COALESCE(p.ct_id, p.id) AS user_id FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL ORDER BY 1 LIMIT 10000

List every distinct Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.


54 rows returned. Only the first 12 returned rows are available for this summary.

System: PD

people

System: PD

activity

System: PD

due date

System: CT

High confidence (85%) — clear time period, moderate complexity

SELECT DISTINCT pe.id AS user_id FROM pipedrive.persons_enriched AS pe WHERE EXISTS(SELECT 1 FROM pipedrive.activities AS a WHERE a.person_id = pe.id AND a.due_date < CAST(a.add_time AS DATE)) ORDER BY 1 DESC NULLS LAST LIMIT 10000

SELECT DISTINCT
  pe.id AS user_id
FROM pipedrive.persons_enriched AS pe
WHERE
  EXISTS(
    SELECT
      1
    FROM pipedrive.activities AS a
    WHERE
      a.person_id = pe.id AND a.due_date < CAST(a.add_time AS DATE)
  )
ORDER BY
  1 DESC NULLS LAST
LIMIT 10000

Show the same checked IDs for the Pipedrive people with an activity whose due date precedes its creation date from the first result, this time in descending user_id order. Keep every member and show only user_id.

Reads from persons_enriched and activities.

Keeps only rows matching filters on person_id, id, due_date, and add_time.

Summary: Reads rows from persons_enriched and activities.


For exactly the Pipedrive people with an open deal...

System: PD

people

System: CT

client

SELECT COUNT(DISTINCT COALESCE(p.ct_id, p.id)) AS client_count FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL

For exactly the Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.

Keeps only rows matching filters on close_time, status, and expected_close_date.


System: PD

people

System: CT

SELECT DISTINCT p.ct_id AS user_id FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL AND d.won_time IS NULL AND d.lost_time IS NULL ORDER BY 1 DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp from the first result, this time in descending user_id order. Keep every member and show only user_id.


Keep the Pipedrive people with an activity whose d...

System: PD

people

System: PD

activity

System: PD

due date

System: CT

client

SELECT COUNT(DISTINCT pe.id) AS client_count FROM pipedrive.persons_enriched AS pe WHERE EXISTS(SELECT 1 FROM pipedrive.activities AS a WHERE a.person_id = pe.id AND a.due_date < CAST(a.add_time AS DATE))

SELECT
  COUNT(DISTINCT pe.id) AS client_count
FROM pipedrive.persons_enriched AS pe
WHERE
  EXISTS(
    SELECT
      1
    FROM pipedrive.activities AS a
    WHERE
      a.person_id = pe.id AND a.due_date < CAST(a.add_time AS DATE)
  )

Keep the Pipedrive people with an activity whose due date precedes its creation date membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Calculates how many DISTINCT pe.id there are.

Summary: Works out how many DISTINCT pe.id there are from persons_enriched and activities.


Keep the Pipedrive people with an open deal expect...

System: PD

people

System: CT

client

SELECT COUNT(DISTINCT p.ct_id) AS client_count FROM pipedrive.persons AS p JOIN pipedrive.deals AS d ON d.person_id = p.id WHERE d.status = 'open' AND d.expected_close_date < CAST('2026-09-01' AS DATE) AND d.close_time IS NULL AND d.won_time IS NULL AND d.lost_time IS NULL

Keep the Pipedrive people with an open deal expected to close before 1 September 2026 but with no actual close timestamp membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.

Keeps only rows matching filters on lost_time, won_time, close_time, status, and expected_close_date.

Summary: Works out how many DISTINCT p.ct_id there are from persons and deals.


40 rows returned. Only the first 12 returned rows are available for this summary.

List every distinct Pipedrive people whose organiz...

System: PD

people

System: PD

organization

System: PD

employee count

System: PD

people count

System: CT

System: PD

person ID

SELECT DISTINCT COALESCE(pe.ct_id, pe.id) AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE o.employee_count > 0 AND o.people_count IS NULL ORDER BY 1 LIMIT 10000

List every distinct Pipedrive people whose organization has a known positive employee count but an unknown people count. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Reads from persons_enriched and organizations.

Keeps only rows matching filters on employee_count and people_count.


32 rows returned. Only the first 12 returned rows are available for this summary.

List every distinct Pipedrive people at an organiz...

System: PD

people

System: PD

organization

System: PD

company introducer

System: CT

System: PD

person ID

SELECT DISTINCT COALESCE(pe.ct_id, pe.id) AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE NOT o.cf_company_introducer_org_id IS NULL AND EXISTS(SELECT 1 FROM pipedrive.organizations AS i WHERE i.id = o.cf_company_introducer_org_id) ORDER BY 1 LIMIT 10000

SELECT DISTINCT
  COALESCE(pe.ct_id, pe.id) AS user_id
FROM pipedrive.persons_enriched AS pe
JOIN pipedrive.organizations AS o
  ON o.id = pe.org_id
WHERE
  NOT o.cf_company_introducer_org_id IS NULL
  AND EXISTS(
    SELECT
      1
    FROM pipedrive.organizations AS i
    WHERE
      i.id = o.cf_company_introducer_org_id
  )
ORDER BY
  1
LIMIT 10000

List every distinct Pipedrive people at an organization whose company introducer is another known organization. Return only user_id, in ascending order; use the person ID for a Pipedrive-only person.

Keeps only rows matching filters on cf_company_introducer_org_id and id.


System: PD

people

System: PD

organization

System: PD

employee count

System: PD

people count

System: CT

client

SELECT COUNT(DISTINCT public.accounts.id) AS client_count FROM public.accounts

SELECT c.user_id, COUNT(DISTINCT pe.id) FILTER (WHERE o.employee_count > 0 AND o.people_count IS NULL)::bigint AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id GROUP BY 1

For exactly the Pipedrive people whose organization has a known positive employee count but an unknown people count in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


System: PD

people

System: PD

organization

System: PD

company introducer

System: CT

client

For exactly the Pipedrive people at an organization whose company introducer is another known organization in the first checked result, return their distinct count as client_count. Keep that membership and return zero if it is empty.


34 rows returned. Only the first 12 returned rows are available for this summary.

System: PD

people

System: PD

organization

System: PD

employee count

System: PD

people count

System: CT

SELECT pe.ct_id AS user_id FROM pipedrive.persons_enriched AS pe JOIN pipedrive.organizations AS o ON o.id = pe.org_id WHERE o.employee_count > 0 AND o.people_count IS NULL AND NOT pe.ct_id IS NULL ORDER BY pe.ct_id DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the Pipedrive people whose organization has a known positive employee count but an unknown people count from the first result, this time in descending user_id order. Keep every member and show only user_id.

Keeps only rows matching filters on employee_count, people_count, and ct_id.


System: PD

people

System: PD

organization

System: PD

company introducer

System: CT

SELECT p.ct_id AS user_id FROM pipedrive.persons AS p JOIN pipedrive.organizations AS o ON o.id = p.org_id JOIN pipedrive.organizations AS intro ON intro.id = o.cf_company_introducer_org_id WHERE NOT p.ct_id IS NULL ORDER BY 1 DESC NULLS LAST LIMIT 10000

Show the same checked IDs for the Pipedrive people at an organization whose company introducer is another known organization from the first result, this time in descending user_id order. Keep every member and show only user_id.


System: PD

people

System: PD

organization

System: PD

employee count

System: PD

people count

System: CT

client

Keep the Pipedrive people whose organization has a known positive employee count but an unknown people count membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.


System: PD

people

System: PD

organization

System: PD

company introducer

System: CT

client

SELECT COUNT(DISTINCT a.id) AS client_count FROM public.accounts a

SELECT c.user_id, COUNT(DISTINCT pe.id) FILTER (WHERE o.id IS NOT NULL AND intro.id IS NOT NULL AND intro.id <> o.id) AS client_count FROM ct.client_360 c LEFT JOIN pipedrive.persons_enriched pe ON pe.ct_id = c.user_id LEFT JOIN pipedrive.organizations o ON o.id = pe.org_id LEFT JOIN pipedrive.organizations intro ON intro.id = o.cf_company_introducer_org_id GROUP BY c.user_id

Keep the Pipedrive people at an organization whose company introducer is another known organization membership from the third result and count those distinct IDs as client_count. An empty result counts as zero.