Merged PR 3177: Deals with properties
# Description Expands the Deals staging model by adding tons of properties. # 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. - [X] I have checked for DRY opportunities with other models and docs. - [X] 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: #22225
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Pablo Martín
commit
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2 changed files with 254 additions and 2 deletions
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@ -259,3 +259,199 @@ models:
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- name: dwh_extracted_at_utc
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data_type: timestamp
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description: Timestamp of when the record was read from source.
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- name: stg_hubspot__deals
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description: |
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Our deals in Hubspot. A deal is a commercial relationship with a client
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company. It's possible for a single company to have multiple deals, but
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it's frequent for them to only have one.
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Deals are one of the spines of Superhog's data. You will find references
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to Deal Ids in both our in-house systems and Xero.
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columns:
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- name: id_deal
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data_type: character varying
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description: Unique ID for this deal.
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tests:
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- unique
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- not_null
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- name: archived
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data_type: boolean
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description: Whether the deal is archived.
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- name: contacts
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data_type: jsonb
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description: An array of contact IDs.
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- name: companies
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data_type: jsonb
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description: An array of company IDs.
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- name: line_items
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data_type: jsonb
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description: ""
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- name: id_hubspot_account_owner
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data_type: text
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description: |
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The ID of the owner of the Deal. This is typically the Superhog
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employee who closed the deal, so most probably one of our sales
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colleagues.
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You can join this with the Owners table.
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- name: account_manager
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data_type: text
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description: |
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The name of the account manager that is currently taking care of this
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deal.
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- name: contract_signed_date_utc
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data_type: text
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description: Date in which the contract was signed
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- name: live_date_utc
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data_type: text
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description: Date in which the account went live
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- name: cancellation_date_utc
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data_type: text
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description: Date in which an account that was being used was cancelled
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- name: deal_name
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data_type: text
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description: ""
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- name: sales_stage
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data_type: text
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description: ""
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- name: id_deal_stage
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data_type: text
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description: |
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ID of the stage the deal is in. Can be denormalized with our
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deal_pipeline_stages table.
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- name: deal_source
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data_type: text
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description: |
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General indicator of the source of this deal.
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- name: lead_source
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data_type: text
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description: |
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Whether the deal was inbound sourced (they came to us) or outbound
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sourced (we reached out proactively to the customer).
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- name: amount_of_properties
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data_type: integer
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description: amount of properties the owner told us they manage
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- name: is_demo_scheduled
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data_type: text
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description: ""
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- name: demo_scheduled_date_utc
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data_type: text
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description: date at which the demo is scheduled for
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- name: is_demo_completed
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data_type: text
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description: ""
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- name: demo_details
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data_type: text
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description: ""
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- name: onboarding_date_utc
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data_type: text
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description: ""
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- name: onboarding_stage
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data_type: text
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description: ""
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- name: onboarding_owner
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data_type: text
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description: ""
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- name: onboarding_owner__cloned_
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data_type: text
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description: ""
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- name: is_onboarding_call_completed
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data_type: text
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description: boolean for completed onboarding
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- name: is_onboarding_scheduled
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data_type: text
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description: ""
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- name: cancellation_category
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data_type: text
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description: categorization as to why they cancelled the account
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- name: cancellation_details
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data_type: text
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description: ""
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- name: last_nps_survey_date_utc
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data_type: text
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description: ""
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- name: last_nps_survey_rating
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data_type: integer
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description: ""
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- name: last_nps_survey_comment
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data_type: text
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description: ""
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- name: customer_nps_sentiment
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data_type: text
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description: ""
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- name: last_contacted_at_utc
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data_type: text
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description: ""
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- name: last_contacted_date_utc
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data_type: date
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description: ""
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- name: amount_times_contacted
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data_type: integer
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description: ""
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- name: free_trial_start_date_utc
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data_type: text
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description: ""
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- name: free_trial_end_date_utc
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data_type: text
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description: ""
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- name: properties
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data_type: jsonb
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description: ""
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- name: created_at_utc
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data_type: timestamp with time zone
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description: ""
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- name: created_date_utc
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data_type: date
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description: ""
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- name: updated_at_utc
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data_type: timestamp with time zone
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description: ""
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- name: updated_date_utc
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data_type: date
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description: ""
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- name: dwh_extracted_at_utc
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data_type: timestamp with time zone
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description: ""
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@ -1,12 +1,68 @@
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with
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raw_deals as (select * from {{ source("hubspot", "deals") }}),
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stg_core__deals as (
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stg_hubspot__deals as (
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select
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{{ adapter.quote("id") }} as id_deal,
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{{ adapter.quote("archived") }} as archived,
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{{ adapter.quote("contacts") }} as contacts,
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{{ adapter.quote("companies") }} as companies,
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{{ adapter.quote("line_items") }} as line_items,
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{{ adapter.quote("properties") }}
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->> 'hubspot_owner_id' as id_hubspot_account_owner,
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{{ adapter.quote("properties") }}->> 'dedicated_am' as account_manager,
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{{ adapter.quote("properties") }}
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->> 'contract_signed_date' as contract_signed_date_utc,
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{{ adapter.quote("properties") }}->> 'live_date' as live_date_utc,
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{{ adapter.quote("properties") }}
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->> 'cancellation_date' as cancellation_date_utc,
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{{ adapter.quote("properties") }}->> 'dealname' as deal_name,
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{{ adapter.quote("properties") }}->> 'sales_stage' as sales_stage,
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{{ adapter.quote("properties") }}->> 'dealstage' as id_deal_stage,
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{{ adapter.quote("properties") }}->> 'deal_source' as deal_source,
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{{ adapter.quote("properties") }} ->> 'lead_source' as lead_source,
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round(
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({{ adapter.quote("properties") }} ->> 'amount_of_properties')::numeric,
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0
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)::integer -- Yes, somehow we managed to input decimals here sometimes, lol
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as amount_of_properties,
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{{ adapter.quote("properties") }}->> 'demo_scheduled' as is_demo_scheduled,
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{{ adapter.quote("properties") }}
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->> 'sales_demo_scheduled' as demo_scheduled_date_utc,
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{{ adapter.quote("properties") }}->> 'demo_completed' as is_demo_completed,
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{{ adapter.quote("properties") }}
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->> 'meeting_status__hubspot_' as demo_details,
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{{ adapter.quote("properties") }}->> 'date_meeting' as onboarding_date_utc,
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{{ adapter.quote("properties") }}->> 'onboarding_stage' as onboarding_stage,
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{{ adapter.quote("properties") }}->> 'onboarding_owner' as onboarding_owner,
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{{ adapter.quote("properties") }}
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->> 'onboarding_owner__cloned_' as onboarding_owner__cloned_,
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{{ adapter.quote("properties") }}
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->> 'onboarding_call_completed' as is_onboarding_call_completed,
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{{ adapter.quote("properties") }}
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->> 'meeting_scheduled' as is_onboarding_scheduled,
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{{ adapter.quote("properties") }}
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->> 'cancellation_category' as cancellation_category,
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{{ adapter.quote("properties") }}
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->> 'cancellation_details' as cancellation_details,
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{{ adapter.quote("properties") }}
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->> 'last_nps_survey_date' as last_nps_survey_date_utc,
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({{ adapter.quote("properties") }} ->> 'last_nps_survey_rating')::integer
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as last_nps_survey_rating,
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{{ adapter.quote("properties") }}
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->> 'last_nps_survey_comment' as last_nps_survey_comment,
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{{ adapter.quote("properties") }}
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->> 'customer_nps_sentiment' as customer_nps_sentiment,
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{{ adapter.quote("properties") }}
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->> 'notes_last_contacted' as last_contacted_at_utc,
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cast(
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{{ adapter.quote("properties") }} ->> 'notes_last_contacted' as date
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) as last_contacted_date_utc,
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({{ adapter.quote("properties") }} ->> 'num_contacted_notes')::integer
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as amount_times_contacted,
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{{ adapter.quote("properties") }}
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->> 'free_trial_start_date' as free_trial_start_date_utc,
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{{ adapter.quote("properties") }}
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->> 'free_trial_end_date' as free_trial_end_date_utc,
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{{ adapter.quote("properties") }} as properties,
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{{ adapter.quote("createdAt") }} as created_at_utc,
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cast({{ adapter.quote("createdAt") }} as date) as created_date_utc,
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@ -17,4 +73,4 @@ with
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from raw_deals
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)
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select *
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from stg_core__deals
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from stg_hubspot__deals
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