43a20a3c22
# 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
55 lines
1.8 KiB
SQL
55 lines
1.8 KiB
SQL
{% set id_deal_pipelines_excluded = "('15380854')" %}
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{% set generic_account_manager_names = "('Host Services')" %}
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with
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stg_hubspot__deals as (select * from {{ ref("stg_hubspot__deals") }}),
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stg_seed__hubspot_account_owner as (
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select * from {{ ref("stg_seed__hubspot_account_owner") }}
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),
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stg_hubspot__deal_pipeline_stages as (
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select * from {{ ref("stg_hubspot__deal_pipeline_stages") }}
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),
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stg_hubspot__deal_pipelines as (
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select * from {{ ref("stg_hubspot__deal_pipelines") }}
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)
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select
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d.id_deal,
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d.deal_name,
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d.contract_signed_date_utc,
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d.onboarding_date_utc,
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d.live_date_utc,
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d.cancellation_date_utc,
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d.account_manager,
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case
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when d.onboarding_owner is not null
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then onboarding_owner
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when
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d.onboarding_owner is null
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and d.account_manager in {{ generic_account_manager_names }}
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then hao.hubspot_account_owner
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else null
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end as onboarding_owner,
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dp.deal_pipeline_name as deal_pipeline,
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dps.stage_name as deal_hubspot_stage,
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d.cancellation_category,
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d.cancellation_details,
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d.amount_of_properties,
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d.last_contacted_date_utc,
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d.amount_times_contacted,
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d.integration_type,
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d.dashboard_type,
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d.pricing_structure,
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d.partnership_services,
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d.expressed_service_interest,
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d.created_at_utc,
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d.created_date_utc,
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d.updated_at_utc,
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d.updated_date_utc
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from stg_hubspot__deals d
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left join stg_hubspot__deal_pipeline_stages dps on d.id_deal_stage = dps.id_stage
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left join stg_hubspot__deal_pipelines dp on dps.id_deal_pipeline = dp.id_deal_pipeline
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left join
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stg_seed__hubspot_account_owner hao
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on d.id_hubspot_account_owner = hao.id_hubspot_account_owner
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-- Exclude Guardhog pipelines
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where dps.id_deal_pipeline not in {{ id_deal_pipelines_excluded }}
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