data-dwh-dbt-project/models/intermediate/hubspot/int_hubspot__deal.sql

{% set id_deal_pipelines_excluded = "('15380854')" %}
{% set generic_account_manager_names = "('Host Services')" %}

with
    stg_hubspot__deals as (select * from {{ ref("stg_hubspot__deals") }}),
    stg_seed__hubspot_account_owner as (
        select * from {{ ref("stg_seed__hubspot_account_owner") }}
    ),
    stg_hubspot__deal_pipeline_stages as (
        select * from {{ ref("stg_hubspot__deal_pipeline_stages") }}
    ),
    stg_hubspot__deal_pipelines as (
        select * from {{ ref("stg_hubspot__deal_pipelines") }}
    )
select
    d.id_deal,
    d.deal_name,
    d.contract_signed_date_utc,
    d.onboarding_date_utc,
    d.live_date_utc,
    d.cancellation_date_utc,
    d.account_manager,
    case
        when d.onboarding_owner is not null
        then onboarding_owner
        when
            d.onboarding_owner is null
            and d.account_manager in {{ generic_account_manager_names }}
        then hao.hubspot_account_owner
        else null
    end as onboarding_owner,
    dp.deal_pipeline_name as deal_pipeline,
    dps.stage_name as deal_hubspot_stage,
    d.cancellation_category,
    d.cancellation_details,
    d.amount_of_properties,
    d.last_contacted_date_utc,
    d.amount_times_contacted,
    d.integration_type,
    d.dashboard_type,
    d.pricing_structure,
    d.partnership_services,
    d.expressed_service_interest,
    d.created_at_utc,
    d.created_date_utc,
    d.updated_at_utc,
    d.updated_date_utc
from stg_hubspot__deals d
left join stg_hubspot__deal_pipeline_stages dps on d.id_deal_stage = dps.id_stage
left join stg_hubspot__deal_pipelines dp on dps.id_deal_pipeline = dp.id_deal_pipeline
left join
    stg_seed__hubspot_account_owner hao
    on d.id_hubspot_account_owner = hao.id_hubspot_account_owner
-- Exclude Guardhog pipelines
where dps.id_deal_pipeline not in {{ id_deal_pipelines_excluded }}