Customer Documentation

Warehouse sources, views, and reporting lineage.

This static documentation site gives customers a readable map of the UpWellness BigQuery warehouse without exposing the private repository.

Primary workspace client warehouse Upstream dependency UltraCart DW Access model Cloudflare Access

BigQuery View Lineage

Source datasets flow into staging views, staging feeds intermediate views, and reporting views power dashboards and customer-facing metrics.

Raw source table Staging / intermediate view Reporting view 
flowchart LR
  subgraph UC["UltraCart upstream: ultracart-dw-upwel.ultracart_dw_medium"]
    uc_orders["uc_orders"]
    uc_items["uc_items"]
    uc_auto_orders["uc_auto_orders"]
    uc_screen_recordings["uc_screen_recordings"]
    uc_inventory_history["uc_item_inventory_history"]
  end

  subgraph FIO["Funnel.io raw tables: upwellness-data-warehouse.funnel_io"]
    fio_adv_raw["fio_advertising_raw"]
    fio_meta_ads["fio_meta_ads_orders_raw"]
    fio_google_ads["fio_google_ads_orders_raw"]
    fio_amazon_ads["fio_amazon_ads_orders_raw"]
    fio_ad_linking["funnel_data_upwellness_adLinking"]
    fio_orders["fio_orders"]
    fio_shopify_orders["fio_shopify_orders"]
    fio_shopify_items["fio_shopify_orders_items"]
    fio_shopify_raw["fio_shopify_orders_raw"]
    fio_amazon_orders["fio_amazon_orders"]
    fio_amazon_items["fio_amazon_orders_items"]
  end

  subgraph RC["Recharge raw tables: upwellness-data-warehouse.recharge_raw"]
    rc_orders["orders"]
    rc_line_items["order_line_items"]
    rc_subscriptions["subscriptions"]
  end

  subgraph SB["ShipBob raw tables: upwellness-data-warehouse.shipbob_raw"]
    sb_products["products"]
    sb_variants["product_variants"]
    sb_inventory_items["inventory_items"]
    sb_inventory_fc["inventory_by_fulfillment_center"]
  end

  subgraph STG["Staging views: scalelean_staging"]
    stg_uc_utms["stg_uc_orders_utms"]
    stg_uc_orders["stg_uc_orders"]
    stg_uc_items["stg_uc_orders_items"]
    stg_uc_auto["stg_uc_auto_orders"]
    stg_uc_inventory["stg_uc_inventory"]
    stg_fio_shopify_orders["stg_fio_shopify_orders"]
    stg_fio_shopify_items["stg_fio_shopify_orders_items"]
    stg_fio_amazon_orders["stg_fio_amazon_orders"]
    stg_fio_amazon_items["stg_fio_amazon_orders_items"]
    stg_rc_orders["stg_recharge_orders"]
    stg_rc_line_items["stg_recharge_order_line_items"]
    stg_rc_subscriptions["stg_recharge_subscriptions"]
    stg_sb_products["stg_shipbob_products"]
    stg_sb_inventory_current["stg_shipbob_inventory_current"]
    stg_sb_inventory_fc["stg_shipbob_inventory_by_fulfillment_center"]
  end

  subgraph INT["Intermediate views: scalelean_intermediate"]
    int_ad_spend["int_ad_spend"]
    int_shopify_recharge["int_shopify_orders_recharge"]
    int_orders["int_orders"]
    int_order_items["int_order_items"]
  end

  subgraph RPT["Reporting views: scalelean_reporting"]
    rpt_adv_daily["rpt_advertising_daily"]
    rpt_adv_orders["rpt_advertising_orders_merged_daily"]
    rpt_creative["rpt_creative_offer_performance"]
    rpt_inventory["rpt_inventory_planning"]
    rpt_ltv["rpt_ltv_cohort_monthly"]
    rpt_rebill["rpt_rebill_forecast"]
    rpt_rc_coverage["rpt_recharge_shopify_order_coverage"]
    rpt_revenue_funnel["rpt_revenue_vs_funnel"]
    rpt_sales["rpt_sales_daily"]
    rpt_subscription["rpt_subscription_daily"]
  end

  uc_orders --> stg_uc_utms
  uc_screen_recordings --> stg_uc_utms
  fio_ad_linking --> stg_uc_utms
  uc_orders --> stg_uc_orders
  uc_items --> stg_uc_orders
  stg_uc_utms --> stg_uc_orders
  uc_orders --> stg_uc_items
  uc_items --> stg_uc_items
  uc_auto_orders --> stg_uc_auto
  stg_uc_orders --> stg_uc_auto
  uc_inventory_history --> stg_uc_inventory
  fio_shopify_orders --> stg_fio_shopify_orders
  fio_shopify_items --> stg_fio_shopify_items
  fio_amazon_orders --> stg_fio_amazon_orders
  fio_amazon_items --> stg_fio_amazon_orders
  stg_fio_amazon_items --> stg_fio_amazon_orders
  fio_amazon_items --> stg_fio_amazon_items
  rc_orders --> stg_rc_orders
  rc_line_items --> stg_rc_line_items
  rc_subscriptions --> stg_rc_subscriptions
  sb_products --> stg_sb_products
  sb_variants --> stg_sb_products
  sb_inventory_items --> stg_sb_inventory_current
  sb_inventory_fc --> stg_sb_inventory_fc
  stg_sb_products --> stg_sb_inventory_fc
  fio_adv_raw --> int_ad_spend
  stg_rc_orders --> int_shopify_recharge
  stg_rc_line_items --> int_shopify_recharge
  stg_rc_subscriptions --> int_shopify_recharge
  stg_fio_shopify_orders --> int_shopify_recharge
  stg_uc_orders --> int_orders
  int_shopify_recharge --> int_orders
  stg_fio_amazon_orders --> int_orders
  stg_uc_items --> int_order_items
  stg_fio_shopify_items --> int_order_items
  stg_fio_amazon_items --> int_order_items
  int_ad_spend --> rpt_adv_daily
  int_orders --> rpt_adv_daily
  fio_shopify_raw --> rpt_adv_orders
  fio_meta_ads --> rpt_adv_orders
  fio_google_ads --> rpt_adv_orders
  fio_amazon_ads --> rpt_adv_orders
  fio_meta_ads --> rpt_creative
  fio_google_ads --> rpt_creative
  fio_amazon_ads --> rpt_creative
  int_ad_spend --> rpt_creative
  int_orders --> rpt_creative
  int_order_items --> rpt_inventory
  stg_sb_products --> rpt_inventory
  stg_sb_inventory_current --> rpt_inventory
  int_orders --> rpt_ltv
  stg_uc_auto --> rpt_rebill
  stg_rc_orders --> rpt_rc_coverage
  stg_fio_shopify_orders --> rpt_rc_coverage
  stg_rc_line_items --> rpt_rc_coverage
  stg_rc_subscriptions --> rpt_rc_coverage
  int_orders --> rpt_revenue_funnel
  fio_orders --> rpt_revenue_funnel
  int_order_items --> rpt_sales
  int_orders --> rpt_sales
  stg_uc_auto --> rpt_subscription

  classDef source fill:#e8f2ef,stroke:#8fb8a8,color:#17211d
  classDef view fill:#eef3ff,stroke:#94a3b8,color:#17211d
  classDef report fill:#fff3da,stroke:#d6a84f,color:#17211d
  class uc_orders,uc_items,uc_auto_orders,uc_screen_recordings,uc_inventory_history,fio_adv_raw,fio_meta_ads,fio_google_ads,fio_amazon_ads,fio_ad_linking,fio_orders,fio_shopify_orders,fio_shopify_items,fio_shopify_raw,fio_amazon_orders,fio_amazon_items,rc_orders,rc_line_items,rc_subscriptions,sb_products,sb_variants,sb_inventory_items,sb_inventory_fc source
  class stg_uc_utms,stg_uc_orders,stg_uc_items,stg_uc_auto,stg_uc_inventory,stg_fio_shopify_orders,stg_fio_shopify_items,stg_fio_amazon_orders,stg_fio_amazon_items,stg_rc_orders,stg_rc_line_items,stg_rc_subscriptions,stg_sb_products,stg_sb_inventory_current,stg_sb_inventory_fc,int_ad_spend,int_shopify_recharge,int_orders,int_order_items view
  class rpt_adv_daily,rpt_adv_orders,rpt_creative,rpt_inventory,rpt_ltv,rpt_rebill,rpt_rc_coverage,rpt_revenue_funnel,rpt_sales,rpt_subscription report

Operating Notes

UltraCart stays upstream. The client warehouse is the primary workspace; UltraCart source tables are referenced only where checked-in views require them.
Funnel.io remains in place. Advertising and order feeds still source from Funnel.io where the integration is already appropriate.
Custom services cover non-Funnel sources. Recharge and ShipBob are represented from the checked-in custom ingestion SQL and staging views.

Cloudflare Pages Setup

Deploy this folder as a static Pages project from the private GitHub repository, then protect the generated domain with Cloudflare Access.

1. Connect repo Use Cloudflare Pages with framework preset None.
2. Publish folder Leave build command blank and set output directory to docs-site.
3. Gate access Create a Zero Trust Access app for the Pages domain and allow customer emails or domains.