Adding PMS info for Account Margin report

models/intermediate/kpis/int_kpis__dimension_deals.sql

@@ -12,14 +12,44 @@ with
             first_created_date_utc as deal_start_date,
             main_billing_country_iso_3_per_deal
         from {{ ref("int_core__deal") }}
+    ),
+    integrations_per_user as (
+        select
+            icuh.id_deal,
+            sci.id_superhog_user as id_user,
+            scit.display_name as active_pms
+        from {{ ref("stg_core__integration") }} sci
+        left join
+            {{ ref("stg_core__integration_type") }} scit
+            on sci.id_integration_type = scit.id_integration_type
+        left join
+            {{ ref("int_core__user_host") }} icuh
+            on sci.id_superhog_user = icuh.id_user_host
+        where sci.is_active = true and icuh.is_missing_id_deal = false
+    ),
+    integrations_per_deal as (
+        select id_deal, string_agg(distinct active_pms, ', ') as distinct_active_pms
+        from integrations_per_user
+        group by id_deal
+    ),
+    combined_deals as (
+        select
+            coalesce(hd.id_deal, cd.id_deal) as id_deal,
+            coalesce(hd.main_deal_name, cd.main_deal_name) as main_deal_name,
+            cd.main_billing_country_iso_3_per_deal,
+            min(
+                coalesce(hd.deal_start_date, cd.deal_start_date)
+            ) as effective_deal_start_date_utc
+        from hubspot_deals hd
+        full outer join core_deals cd on hd.id_deal = cd.id_deal
+        group by 1, 2, 3
     )
 select
-    coalesce(hd.id_deal, cd.id_deal) as id_deal,
-    coalesce(hd.main_deal_name, cd.main_deal_name) as main_deal_name,
+    cd.id_deal,
+    cd.main_deal_name,
+    case when ipd.distinct_active_pms is null then false else true end as active_pms,
+    ipd.distinct_active_pms as pms,
     cd.main_billing_country_iso_3_per_deal,
-    min(
-        coalesce(hd.deal_start_date, cd.deal_start_date)
-    ) as effective_deal_start_date_utc
-from hubspot_deals hd
-full outer join core_deals cd on hd.id_deal = cd.id_deal
-group by 1, 2, 3
+    cd.effective_deal_start_date_utc
+from combined_deals cd
+left join integrations_per_deal ipd on cd.id_deal = ipd.id_deal

models/intermediate/kpis/schema.yml

@@ -450,6 +450,17 @@ models:
           in both systems, Hubspot data will take precedence in terms of deal name.
         tests:
           - not_null
+      - name: active_pms
+        data_type: boolean
+        description: |
+          Does the deal have an active associated PMS.
+        tests:
+          - not_null
+      - name: pms
+        data_type: string
+        description: |
+          Name of the active PMS associated with the deal. It can have more than
+          one PMS associated with it. It can be null doesn't have any PMS associated.
       - name: main_billing_country_iso_3_per_deal
         data_type: string
         description: |