b0c50d4da2
# 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
83 lines
2.6 KiB
YAML
83 lines
2.6 KiB
YAML
version: 2
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models:
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- name: int_hubspot__deal
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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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Note that deals that follow the Guardhog pipeline are excluded from this
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table.
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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: deal_name
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data_type: text
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description: Name of the deal.
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- name: contract_signed_date_utc
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data_type: date
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description: Date in which the contract was signed
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- name: onboarding_date_utc
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data_type: date
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description: Date in which the contract was onboarded
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- name: live_date_utc
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data_type: date
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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: date
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description: Date in which an account that was being used was cancelled
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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: deal_pipeline
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data_type: text
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description: |
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The name of the hubspot pipeline for this deal.
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- name: deal_hubspot_stage
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data_type: text
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description: |
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The name of the hubspot stage this deal is currently in. The different
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stages a deal can be in depend on the hubspot pipeline.
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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: Free text with additional comments on why they cancelled the account
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- name: created_at_utc
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data_type: timestamp with time zone
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description: Timestamp of when the record was created in Hubspot
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- name: created_date_utc
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data_type: date
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description: Date of when the record was created in Hubspot
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- name: updated_at_utc
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data_type: timestamp with time zone
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description: Timestamp of when the record was last updated in Hubspot
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- name: updated_date_utc
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data_type: date
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description: Date of when the record was last updated in Hubspot
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