Merged PR 5246: Ordered services in HS and added new boolean

# Description

Improvements on onboarding data:
* Hubspot services that clients expressed their interest in are now sorted alphabetically. This is needed for:
* A new boolean to compare current active services applied in listings vs. services that captured the interest of the client on onboarding. This can help identify clients that we might need to follow up to ensure all programs are created and applied.

# Checklist

- [X] The edited models and dependants run properly with production data.
- [X] The edited models are sufficiently documented.
- [X] The edited models contain PK tests, and I've ran and passed them.
- [ ] I have checked for DRY opportunities with other models and docs.
- [ ] I've picked the right materialization for the affected models.

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Related work items: #30249
This commit is contained in:
Oriol Roqué Paniagua 2025-05-19 08:40:14 +00:00
parent fea129bcee
commit 8c7c3e84cf
4 changed files with 32 additions and 17 deletions

View file

@ -278,5 +278,12 @@ select
<> services_in_programs_applied_to_listings
then true
else false
end as has_account_changed_services_applied_in_listings
end as has_account_changed_services_applied_in_listings,
case
when
active_services_in_programs_applied_to_listings
<> expressed_service_interest
then true
else false
end as are_active_services_different_from_expressed_interest
from combination_of_sources

View file

@ -3931,3 +3931,14 @@ models:
although it's also possible that the account has changed from a
certain low-level tier to a higher-level one (ex: from Basic
Protection to Protection Pro).
- name: are_active_services_different_from_expressed_interest
data_type: boolean
description: |
True if the services that are currently applied to listings
are different than the ones that were expressed as interest
during onboarding.
This can indicate a potential need for upselling for business
teams to act upon, although it's also possible that the account
has added new services that where not expressed as interest
during onboarding.