data-dwh-dbt-project/models/intermediate/hubspot/int_hubspot__deal.sql
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

38 lines
1.2 KiB
SQL

{% set id_deal_pipelines_excluded = "('15380854')" %}
with
stg_hubspot__deals as (select * from {{ ref("stg_hubspot__deals") }}),
stg_hubspot__deal_pipeline_stages as (
select * from {{ ref("stg_hubspot__deal_pipeline_stages") }}
),
stg_hubspot__deal_pipelines as (
select * from {{ ref("stg_hubspot__deal_pipelines") }}
)
select
d.id_deal,
d.deal_name,
d.contract_signed_date_utc,
d.onboarding_date_utc,
d.live_date_utc,
d.cancellation_date_utc,
d.account_manager,
dp.deal_pipeline_name as deal_pipeline,
dps.stage_name as deal_hubspot_stage,
d.cancellation_category,
d.cancellation_details,
d.amount_of_properties,
d.last_contacted_date_utc,
d.amount_times_contacted,
d.integration_type,
d.dashboard_type,
d.pricing_structure,
d.partnership_services,
d.created_at_utc,
d.created_date_utc,
d.updated_at_utc,
d.updated_date_utc
from stg_hubspot__deals d
left join stg_hubspot__deal_pipeline_stages dps on d.id_deal_stage = dps.id_stage
left join stg_hubspot__deal_pipelines dp on dps.id_deal_pipeline = dp.id_deal_pipeline
-- Exclude Guardhog pipelines
where dps.id_deal_pipeline not in {{ id_deal_pipelines_excluded }}