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Add new category field #132

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merged 23 commits into from
Nov 11, 2024
Merged

Add new category field #132

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932edc0
add category to macros, src, stg, ymls
fivetran-reneeli Nov 1, 2024
99afc0d
versioning
fivetran-reneeli Nov 1, 2024
5e315e6
changelog, docs
fivetran-reneeli Nov 1, 2024
2957030
docs and seed update
fivetran-reneeli Nov 1, 2024
7822cec
docs
fivetran-reneeli Nov 4, 2024
d57c075
changelog updates
fivetran-reneeli Nov 4, 2024
4bda432
new schema for databricks sql
fivetran-reneeli Nov 4, 2024
5a97f6e
updates
fivetran-reneeli Nov 5, 2024
ad968f8
cast all pipeline_id as string
fivetran-reneeli Nov 6, 2024
cebe8a6
rm category from merged_deal
fivetran-reneeli Nov 6, 2024
1ab6ea3
update some configs in integration tests
fivetran-reneeli Nov 6, 2024
e4505bd
update changelog
fivetran-reneeli Nov 6, 2024
e0b3439
try new schema
fivetran-reneeli Nov 7, 2024
f184aad
databricks sql new schema
fivetran-reneeli Nov 7, 2024
64f3544
docs regen
fivetran-reneeli Nov 7, 2024
2974eb2
new schema
fivetran-reneeli Nov 7, 2024
db77823
new schema
fivetran-reneeli Nov 7, 2024
65feffa
rm category from merged_deal
fivetran-reneeli Nov 8, 2024
35f0438
updates
fivetran-reneeli Nov 11, 2024
3a1ca0f
new schema
fivetran-reneeli Nov 11, 2024
34dc093
update dbt project yml to make consistent with transforms
fivetran-reneeli Nov 11, 2024
6ff3090
new schema
fivetran-reneeli Nov 11, 2024
567ab91
Update CHANGELOG.md
fivetran-reneeli Nov 11, 2024
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25 changes: 25 additions & 0 deletions CHANGELOG.md
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@@ -1,3 +1,28 @@
# dbt_hubspot_source v0.17.0
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Could you bump the README version up to [">=0.17.0", "<0.18.0"]?

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thank you!


## Breaking Change (`--full-refresh` required after upgrading)
- Introduced a new `category` column to the below models. This association field differentiates records by either HUBSPOT_DEFINED (default label) or USER_DEFINED (custom label) and was introduced to the Hubspot connector in October 2024. See the [connector release notes](https://fivetran.com/docs/connectors/applications/hubspot/changelog#october2024) for more.
- `stg_hubspot__deal_company`
- `stg_hubspot__deal_contact`
- `stg_hubspot__engagement_company`
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@fivetran-reneeli I do not see the category column added to any of the models from lines 7-13. Was the intention to add category to these models, or should these lines be removed?

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@fivetran-reneeli fivetran-reneeli Nov 11, 2024 •
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Great question! So these models leverage a macro to bring through all the columns and therefore the category field was not explicitly called out in them, thus the models themselves didn't require any changes. But you can see that the new field gets brought through after running the package.

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Ah makes sense! Thanks for that.

- `stg_hubspot__engagement_contact`
- `stg_hubspot__engagement_deal`
- `stg_hubspot__ticket_company`
- `stg_hubspot__ticket_contact`
- `stg_hubspot__ticket_deal`
- `stg_hubspot__ticket_engagement`

- Added explicit casting of `pipeline_id` to string in `stg_hubspot__deal_pipeline_stage` to ensure successful downstream joins.

## Bug Fixes
- Updated the unique key to include the new `category` field for the following models in order for the uniqueness tests to pass:
- `stg_hubspot__deal_contact`
- `stg_hubspot__deal_company`

## Under the Hood
- Updated the respective seed files, `get_[source_table]_column` macros, and documentation of the mentioned models to include the `category` field.
- Removed `property_hs_timestamp` and `property_hs_createdate` field casting for the `engagement_meeting` source table in the `integration_tests/dbt_project.yml` file since they are not present in the seed data.

# dbt_hubspot_source v0.16.0
[PR #129](https://github.com/fivetran/dbt_hubspot_source/pull/129) includes the following updates:

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2 changes: 1 addition & 1 deletion README.md
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Expand Up @@ -44,7 +44,7 @@ Include the following hubspot_source package version in your `packages.yml` file
```yaml
packages:
- package: fivetran/hubspot_source
version: [">=0.16.0", "<0.17.0"]
version: [">=0.17.0", "<0.18.0"]
```
### Step 3: Define database and schema variables
By default, this package runs using your destination and the `hubspot` schema. If this is not where your HubSpot data is (for example, if your HubSpot schema is named `hubspot_fivetran`), add the following configuration to your root `dbt_project.yml` file:
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2 changes: 1 addition & 1 deletion dbt_project.yml
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@@ -1,5 +1,5 @@
name: 'hubspot_source'
version: '0.16.0'
version: '0.17.0'
config-version: 2
require-dbt-version: [">=1.3.0", "<2.0.0"]
models:
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2 changes: 1 addition & 1 deletion docs/catalog.json
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2 changes: 1 addition & 1 deletion docs/manifest.json
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12 changes: 6 additions & 6 deletions integration_tests/ci/sample.profiles.yml
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Expand Up @@ -16,13 +16,13 @@ integration_tests:
pass: "{{ env_var('CI_REDSHIFT_DBT_PASS') }}"
dbname: "{{ env_var('CI_REDSHIFT_DBT_DBNAME') }}"
port: 5439
schema: hubspot_source_integration_tests_28
schema: hubspot_source_integration_tests_34
threads: 8
bigquery:
type: bigquery
method: service-account-json
project: 'dbt-package-testing'
schema: hubspot_source_integration_tests_28
schema: hubspot_source_integration_tests_34
threads: 8
keyfile_json: "{{ env_var('GCLOUD_SERVICE_KEY') | as_native }}"
snowflake:
Expand All @@ -33,7 +33,7 @@ integration_tests:
role: "{{ env_var('CI_SNOWFLAKE_DBT_ROLE') }}"
database: "{{ env_var('CI_SNOWFLAKE_DBT_DATABASE') }}"
warehouse: "{{ env_var('CI_SNOWFLAKE_DBT_WAREHOUSE') }}"
schema: hubspot_source_integration_tests_28
schema: hubspot_source_integration_tests_34
threads: 8
postgres:
type: postgres
Expand All @@ -42,21 +42,21 @@ integration_tests:
pass: "{{ env_var('CI_POSTGRES_DBT_PASS') }}"
dbname: "{{ env_var('CI_POSTGRES_DBT_DBNAME') }}"
port: 5432
schema: hubspot_source_integration_tests_28
schema: hubspot_source_integration_tests_34
threads: 8
databricks:
catalog: "{{ env_var('CI_DATABRICKS_DBT_CATALOG') }}"
host: "{{ env_var('CI_DATABRICKS_DBT_HOST') }}"
http_path: "{{ env_var('CI_DATABRICKS_DBT_HTTP_PATH') }}"
schema: hubspot_source_integration_tests_28
schema: hubspot_source_integration_tests_34
threads: 8
token: "{{ env_var('CI_DATABRICKS_DBT_TOKEN') }}"
type: databricks
databricks-sql:
catalog: "{{ env_var('CI_DATABRICKS_DBT_CATALOG') }}"
host: "{{ env_var('CI_DATABRICKS_DBT_HOST') }}"
http_path: "{{ env_var('CI_DATABRICKS_SQL_DBT_HTTP_PATH') }}"
schema: hubspot_sqlw_tests_1
schema: hubspot_sqlw_tests_7
threads: 8
token: "{{ env_var('CI_DATABRICKS_SQL_DBT_TOKEN') }}"
type: databricks
19 changes: 11 additions & 8 deletions integration_tests/dbt_project.yml
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@@ -1,13 +1,13 @@
name: 'hubspot_source_integration_tests'
version: '0.16.0'
version: '0.17.0'
profile: 'integration_tests'
config-version: 2

models:
+schema: "{{ 'hubspot_sqlw_tests_1' if target.name == 'databricks-sql' else 'hubspot' }}"
+schema: "{{ 'hubspot_sqlw_tests_7' if target.name == 'databricks-sql' else 'hubspot' }}"

vars:
hubspot_schema: hubspot_source_integration_tests_28
hubspot_schema: hubspot_source_integration_tests_34
hubspot_source:
# hubspot_service_enabled: true # enable when generating docs
# hubspot_deal_enabled: true # enable when generating docs
Expand All @@ -18,6 +18,7 @@ vars:
# hubspot_contact_merge_audit_enabled: true # enable when generating docs
# hubspot_using_all_email_events: true # enable when generating docs
# hubspot_merged_deal_enabled: true # enable when generating docs
# hubspot_ticket_deal_enabled: true # enable when generating docs
hubspot_company_property_history_identifier: "company_property_history_data"
hubspot_company_identifier: "company_data"
hubspot_contact_identifier: "contact_data"
Expand Down Expand Up @@ -86,24 +87,26 @@ seeds:
+alias: company_data
+enabled: "{{ true if target.type == 'postgres' else false }}"
+column_types:
id: bigint
id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
company_data_snowflake:
+alias: company_data
+enabled: "{{ true if target.type == 'snowflake' else false }}"
+column_types:
id: bigint
id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
company_data_databricks:
+alias: company_data
+enabled: "{{ true if target.type in ('databricks','databricks-sql') else false }}"
+column_types:
id: bigint
id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
deal_data:
+column_types:
deal_id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
owner_id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
_fivetran_synced: timestamp
property_closedate: timestamp
property_createdate: timestamp
deal_pipeline_id: "{{ 'varchar(100)' if target.type in ('redshift','postgres') else 'string'}}"
deal_pipeline_stage_id: "{{ 'varchar(100)' if target.type in ('redshift','postgres') else 'string'}}"
deal_contact_data:
+column_types:
contact_id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
Expand Down Expand Up @@ -139,15 +142,14 @@ seeds:
+column_types:
engagement_id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
deal_id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
created_at: timestamp
engagement_data:
+column_types:
id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
engagement_meeting_data:
+column_types:
engagement_id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
_fivetran_synced: timestamp
property_hs_createdate: timestamp
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was there a reason this casting was removed for these fields? it wasn't called out in the CHANGELOG.

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Yeah I had realized that these fields were not existent in the seed data and therefore not necessary. I'll call this out in the Under the Hood section too

property_hs_timestamp: timestamp
engagement_email_data:
+column_types:
engagement_id: "{{ 'int64' if target.type == 'bigquery' else 'bigint' }}"
Expand All @@ -173,6 +175,7 @@ seeds:
deal_pipeline_stage_data:
+column_types:
stage_id: "{{ 'varchar(100)' if target.type in ('redshift','postgres') else 'string'}}"
pipeline_id: "{{ 'varchar(100)' if target.type in ('redshift','postgres') else 'string'}}"
email_event_sent_data_snowflake:
+alias: email_event_sent_data
+enabled: "{{ true if target.type == 'snowflake' else false }}"
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6 changes: 3 additions & 3 deletions integration_tests/seeds/deal_company_data.csv
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@@ -1,3 +1,3 @@
company_id,deal_id,type_id
12345,6789,101112
56789,1234,101112
company_id,deal_id,type_id,category
12345,6789,101112,HUBSPOT_DEFINED
56789,1234,101112,HUBSPOT_DEFINED
24 changes: 12 additions & 12 deletions integration_tests/seeds/deal_contact_data.csv
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@@ -1,12 +1,12 @@
contact_id,deal_id,_fivetran_synced,type_id
1499466,86133127,2022-04-14 4:30:42,101112
1499466,86134193,2022-04-14 4:45:43,123456
1499368,86014324,2022-04-14 5:30:45,567891
1499468,86136486,2022-04-14 6:30:45,101112
1499469,86139887,2022-04-14 7:45:44,123456
1499469,86142279,2022-04-14 8:30:44,101112
1499596,86324169,2022-04-16 5:00:42,123456
1499595,86318106,2022-04-16 4:45:44,567891
1499597,86328114,2022-04-16 6:45:43,101112
1499597,86325643,2022-04-16 6:45:43,567891
1499598,86326974,2022-04-16 8:00:44,123456
contact_id,deal_id,_fivetran_synced,type_id,category
1499466,86133127,2022-04-14 4:30:42,101112,HUBSPOT_DEFINED
1499466,86134193,2022-04-14 4:45:43,123456,HUBSPOT_DEFINED
1499368,86014324,2022-04-14 5:30:45,567891,HUBSPOT_DEFINED
1499468,86136486,2022-04-14 6:30:45,101112,HUBSPOT_DEFINED
1499469,86139887,2022-04-14 7:45:44,123456,HUBSPOT_DEFINED
1499469,86142279,2022-04-14 8:30:44,101112,HUBSPOT_DEFINED
1499596,86324169,2022-04-16 5:00:42,123456,HUBSPOT_DEFINED
1499595,86318106,2022-04-16 4:45:44,567891,HUBSPOT_DEFINED
1499597,86328114,2022-04-16 6:45:43,101112,HUBSPOT_DEFINED
1499597,86325643,2022-04-16 6:45:43,567891,HUBSPOT_DEFINED
1499598,86326974,2022-04-16 8:00:44,123456,HUBSPOT_DEFINED
4 changes: 2 additions & 2 deletions integration_tests/seeds/engagement_company_data.csv
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@@ -1,2 +1,2 @@
company_id,engagement_id,engagement_type,type_id,_fivetran_synced
9991774791,31479928586,TASK,192,2023-06-08 23:22:50.829000
company_id,engagement_id,engagement_type,type_id,_fivetran_synced,category
9991774791,31479928586,TASK,192,2023-06-08 23:22:50.829000,HUBSPOT_DEFINED
4 changes: 2 additions & 2 deletions integration_tests/seeds/engagement_contact_data.csv
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contact_id,engagement_id,engagement_type,type_id,_fivetran_synced
501,19732910159,CALL,194,2023-06-08 23:22:49.869000
contact_id,engagement_id,engagement_type,type_id,_fivetran_synced,category
501,19732910159,CALL,194,2023-06-08 23:22:49.869000,HUBSPOT_DEFINED
4 changes: 2 additions & 2 deletions integration_tests/seeds/engagement_deal_data.csv
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@@ -1,2 +1,2 @@
deal_id,engagement_id,engagement_type,type_id,_fivetran_synced
10828857779,31479928586,TASK,216,2023-06-08 23:22:50.768000
deal_id,engagement_id,engagement_type,type_id,_fivetran_synced,category
10828857779,31479928586,TASK,216,2023-06-08 23:22:50.768000,HUBSPOT_DEFINED
20 changes: 10 additions & 10 deletions integration_tests/seeds/ticket_company_data.csv
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@@ -1,10 +1,10 @@
_fivetran_synced,ticket_id,company_id
2020-07-09 11:06:21.056,1,1
2020-07-09 11:06:21.056,2,1
2020-07-09 11:06:21.056,3,1
2020-07-09 11:06:21.056,4,1
2020-07-09 11:06:21.056,5,1
2020-07-09 11:06:21.056,6,1
2020-07-09 11:06:21.056,7,2
2020-07-09 11:06:21.056,8,2
2020-07-09 11:06:21.056,9,2
_fivetran_synced,ticket_id,company_id,category
2020-07-09 11:06:21.056,1,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,2,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,3,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,4,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,5,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,6,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,7,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,8,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,9,2,HUBSPOT_DEFINED
20 changes: 10 additions & 10 deletions integration_tests/seeds/ticket_contact_data.csv
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_fivetran_synced,ticket_id,contact_id
2020-07-09 11:06:21.056,1,1
2020-07-09 11:06:21.056,2,2
2020-07-09 11:06:21.056,3,3
2020-07-09 11:06:21.056,4,1
2020-07-09 11:06:21.056,5,2
2020-07-09 11:06:21.056,6,3
2020-07-09 11:06:21.056,7,1
2020-07-09 11:06:21.056,8,2
2020-07-09 11:06:21.056,9,3
_fivetran_synced,ticket_id,contact_id,category
2020-07-09 11:06:21.056,1,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,2,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,3,3,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,4,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,5,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,6,3,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,7,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,8,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,9,3,HUBSPOT_DEFINED
20 changes: 10 additions & 10 deletions integration_tests/seeds/ticket_deal_data.csv
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_fivetran_synced,ticket_id,deal_id
2020-07-09 11:06:21.056,1,1
2020-07-09 11:06:21.056,2,2
2020-07-09 11:06:21.056,3,3
2020-07-09 11:06:21.056,4,1
2020-07-09 11:06:21.056,5,2
2020-07-09 11:06:21.056,6,3
2020-07-09 11:06:21.056,7,1
2020-07-09 11:06:21.056,8,2
2020-07-09 11:06:21.056,9,3
_fivetran_synced,ticket_id,deal_id,category
2020-07-09 11:06:21.056,1,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,2,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,3,3,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,4,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,5,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,6,3,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,7,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,8,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,9,3,HUBSPOT_DEFINED
20 changes: 10 additions & 10 deletions integration_tests/seeds/ticket_engagement_data.csv
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_fivetran_synced,ticket_id,engagement_id
2020-07-09 11:06:21.056,1,1
2020-07-09 11:06:21.056,2,2
2020-07-09 11:06:21.056,3,3
2020-07-09 11:06:21.056,4,14
2020-07-09 11:06:21.056,5,5
2020-07-09 11:06:21.056,6,12
2020-07-09 11:06:21.056,7,1
2020-07-09 11:06:21.056,8,2
2020-07-09 11:06:21.056,9,3
_fivetran_synced,ticket_id,engagement_id,category
2020-07-09 11:06:21.056,1,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,2,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,3,3,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,4,14,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,5,5,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,6,12,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,7,1,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,8,2,HUBSPOT_DEFINED
2020-07-09 11:06:21.056,9,3,HUBSPOT_DEFINED
3 changes: 2 additions & 1 deletion macros/get_deal_company_columns.sql
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Expand Up @@ -4,7 +4,8 @@
{"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
{"name": "deal_id", "datatype": dbt.type_int()},
{"name": "company_id", "datatype": dbt.type_int()},
{"name": "type_id", "datatype": dbt.type_int()}
{"name": "type_id", "datatype": dbt.type_int()},
{"name": "category", "datatype": dbt.type_string()}
] %}

{{ return(columns) }}
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3 changes: 2 additions & 1 deletion macros/get_deal_contact_columns.sql
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Expand Up @@ -4,7 +4,8 @@
{"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
{"name": "deal_id", "datatype": dbt.type_int()},
{"name": "contact_id", "datatype": dbt.type_int()},
{"name": "type_id", "datatype": dbt.type_int()}
{"name": "type_id", "datatype": dbt.type_int()},
{"name": "category", "datatype": dbt.type_string()}
] %}

{{ return(columns) }}
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3 changes: 2 additions & 1 deletion macros/get_engagement_company_columns.sql
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{% set columns = [
{"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
{"name": "company_id", "datatype": dbt.type_int()},
{"name": "engagement_id", "datatype": dbt.type_int()}
{"name": "engagement_id", "datatype": dbt.type_int()},
{"name": "category", "datatype": dbt.type_string()}
] %}

{{ return(columns) }}
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3 changes: 2 additions & 1 deletion macros/get_engagement_contact_columns.sql
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Expand Up @@ -3,7 +3,8 @@
{% set columns = [
{"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
{"name": "contact_id", "datatype": dbt.type_int()},
{"name": "engagement_id", "datatype": dbt.type_int()}
{"name": "engagement_id", "datatype": dbt.type_int()},
{"name": "category", "datatype": dbt.type_string()}
] %}

{{ return(columns) }}
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3 changes: 2 additions & 1 deletion macros/get_engagement_deal_columns.sql
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Expand Up @@ -3,7 +3,8 @@
{% set columns = [
{"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
{"name": "deal_id", "datatype": dbt.type_int()},
{"name": "engagement_id", "datatype": dbt.type_int()}
{"name": "engagement_id", "datatype": dbt.type_int()},
{"name": "category", "datatype": dbt.type_string()}
] %}

{{ return(columns) }}
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3 changes: 2 additions & 1 deletion macros/get_ticket_company_columns.sql
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Expand Up @@ -3,7 +3,8 @@
{% set columns = [
{"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
{"name": "ticket_id", "datatype": dbt.type_int()},
{"name": "company_id", "datatype": dbt.type_int()}
{"name": "company_id", "datatype": dbt.type_int()},
{"name": "category", "datatype": dbt.type_string()}
] %}

{{ return(columns) }}
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3 changes: 2 additions & 1 deletion macros/get_ticket_contact_columns.sql
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Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,8 @@
{% set columns = [
{"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
{"name": "ticket_id", "datatype": dbt.type_int()},
{"name": "contact_id", "datatype": dbt.type_int()}
{"name": "contact_id", "datatype": dbt.type_int()},
{"name": "category", "datatype": dbt.type_string()}
] %}

{{ return(columns) }}
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