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

{% set id_deal_pipelines_excluded = "('15380854')" %}
{% set generic_account_manager_names = "('HOST SERVICES')" %}
{% set guardhog_customer_conversion_source = "('GUARDHOG CUSTOMER CONVERSION')" %}

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,
    -- Following logic discussed with Alex A. on 2025-05-19 to determine the
    -- onboarding owner
    case
        -- 1. If the cloned onboarding owner is not null, use that. This should reflect
        -- most of the cases.
        when d.onboarding_owner__cloned_ is not null
        then d.onboarding_owner__cloned_
        -- 2. If the cloned onboarding owner is null and the onboarding owner is not
        -- null, use the second. It should cover few exceptional cases.
        when d.onboarding_owner__cloned_ is null and d.onboarding_owner is not null
        then d.onboarding_owner
        -- 3. If the deal is a conversion from Guardhog to Truvi, the onboarding owner
        -- should always be the HubSpot account owner. 
        when upper(d.deal_source) in {{ guardhog_customer_conversion_source }}
        then hao.hubspot_account_owner
        -- 4. If the onboarding owner is null and the account manager is in the generic
        -- account manager names, use the HubSpot account owner. This is because is
        -- actually a Sales person that handles the onboarding.
        when
            d.onboarding_owner__cloned_ is null
            and upper(d.account_manager) in {{ generic_account_manager_names }}
        then hao.hubspot_account_owner
        -- For all other cases, set the onboarding owner to null.
        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 }}