Commit graph

23 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
8c7c3e84cf 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
2025-05-19 08:40:14 +00:00
Oriol Roqué Paniagua
43a20a3c22 Merged PR 5238: Brings additional sales info from hubspot
# Description

Brings additional info from Hubspot Deals regarding onboarding process

# 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
2025-05-16 11:08:17 +00:00
Oriol Roqué Paniagua
0bf8cac41a Merged PR 4918: Adds Integration Type from Hubspot Deals
# Description

Extracts Integration Type (OSL, PMS, AutoHost, other API stuff) from Hubspot Deals.

This is needed for the categorisation of Deals in the scope of Old Dash to New Dash migration.

# 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: #28987
2025-04-04 08:40:38 +00:00
Oriol Roqué Paniagua
fae7572777 Merged PR 4782: Dashboard, Pricing and Services from Hubspot
# Description

Brings 3 new properties from HubSpot - Deals:
* Dashboard Type: Old Dash, New Dash or null
* Pricing Structure: this contains several possibilities, such as new pricing v1, v2, old pricing (legacy), api pricing, etc.
* Partnership Services: what services the client has according to Hubspot. Not the best in terms of quality but better than nothing specially in Old Dash. I also handled a small processing since services were differently separated.

This is propagated to intermediate in `int_hubspot__deal`. This is needed to automate the pricing differences for clients in old dash to be moved to new dash.

# Checklist

- [X] The edited models and dependants run properly with production data.
- [X] The edited models are sufficiently documented. **Mostly on intermediate, did not bother to update staging besides the new fields.**
- [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: #28627
2025-03-24 11:20:03 +00:00
Pablo Martin
c3c628aec4 change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
Oriol Roqué Paniagua
3faf03c139 Merged PR 3207: Cast as dates and timestamps for hubspot deals in staging
# Description

Changes data type of dates and timestamps of relevant fields in stg_hubspot__deals

# 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.
- [NA] I have checked for DRY opportunities with other models and docs.
- [NA] 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: #22689
2024-10-16 14:57:36 +00:00
Pablo Martin
c0e411ee12 remove duplicate deals entry 2024-10-15 18:03:31 +02:00
Pablo Martin
d9a90d7d24 partial schema. Not doing more because deals is a monster 2024-10-15 15:41:20 +02:00
Pablo Martin
e5b18f2ce7 rename col 2024-10-15 14:37:10 +02:00
Pablo Martin
7e9248aa6e added properties 2024-10-15 14:37:10 +02:00
Pablo Martin
ee0d60382d more schemas 2024-10-14 11:55:44 +02:00
Pablo Martin
5c64bf8b20 schema and final touches for deal pipeline 2024-10-14 11:47:44 +02:00
Pablo Martin
b9958129bc stages model 2024-10-14 11:37:42 +02:00
Pablo Martin
c0718daaa9 deal pipeline 2024-10-14 11:10:07 +02:00
Joaquin Ossa
b8caa18352 Merged PR 3000: Stg Hubspot form_submissions
# Description

Creation on stg_hubspot__form_submissions model

# 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.

Stg Hubspot form_submissions
2024-10-04 09:49:54 +00:00
Joaquin Ossa
9ad768f6bb Merged PR 2990: staging Hubspot contacts
# Description

Creation on stg_hubspot__contacts model

# 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.

staging Hubspot contacts
2024-10-04 09:48:37 +00:00
Joaquin Ossa
751a95f9ae modified macro 2024-10-04 08:42:28 +02:00
Joaquin Ossa
e9f16342e7 added tests 2024-10-03 12:19:27 +02:00
Joaquin Ossa
28b658a4fe fixed naming 2024-10-02 15:27:47 +02:00
Joaquin Ossa
0a880a138b created macro and fixed naming 2024-10-02 14:50:34 +02:00
Joaquin Ossa
ee6b613887 Stg Hubspot form_submissions 2024-09-27 17:30:25 +02:00
Joaquin Ossa
306035d46d Hubspot deals 2024-09-27 12:24:27 +02:00
Joaquin Ossa
20425495f9 staging Hubspot contacts 2024-09-27 10:44:48 +02:00