Commit graph

6 commits

Author SHA1 Message Date
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
Joaquin Ossa
2461286c9c Updated model 2025-03-07 10:17:11 +01:00
Oriol Roqué Paniagua
384665c487 Merged PR 3857: Propagate Amount of Properties in HS deal
# Description

Adds the field amount_of_properties to hubspot deals, in intermediate

# 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: #25351
2024-12-17 09:02:11 +00:00
Oriol Roqué Paniagua
b0c50d4da2 Merged PR 3194: First version of Hubspot deals in intermediate
# Description

Very minimal, first version of Hubspot deals. I intentionally didn't include here sales related information or additional attributes since I don't need them for Churn related topics. This can be done in future PRs.

This Deal version includes the name of the Hubspot pipeline and the Stage. It also excludes deals assigned to Guardhog pipeline (~3k) based on my discussion with Alex.

# 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. **Left as a view since there's not that many records, can be changed in the future if needed**

# Other

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

Related work items: #22689
2024-10-16 12:15:14 +00:00