Addressing the FR raised against the package to add the title field t…

dbt_project.yml

@@ -29,12 +29,16 @@ vars:
     hubspot_contact: "{{ source('rag_hubspot', 'contact') }}"
     hubspot_deal: "{{ source('rag_hubspot', 'deal') }}"
     hubspot_owner: "{{ source('rag_hubspot', 'owner') }}"
+
+    rag_using_zendesk: true
+    rag_using_jira: true
+    rag__using_hubspot: true
 
 models:
   unified_rag:
     +schema: unified_rag
     intermediate:
-      +materialized: ephemeral
+      +materialized: view # change back to ephemeral
     unstructured:
       +materialized: view
     staging:

models/intermediate/hubspot/int_rag_hubspot__deal_comment_document.sql

@@ -41,7 +41,7 @@ engagement_emails as (
         engagement_email.owner_id,
         engagement_email.team_id,
         engagement_email.body,
-        engagement_email.email_subject,
+        engagement_email.title,
         engagement_email.email_to_email,
         engagement_email.email_cc_email,
         engagement_email.email_from_email as commenter_email,
@@ -81,11 +81,11 @@ email_comment_details as (
         engagement_deals.engagement_id as deal_comment_id,
         engagement_deals.deal_id, 
         engagement_deals.source_relation,
-        deals.deal_name,
+        deals.title as deal_name_title,
         {{ unified_rag.coalesce_cast(["engagement_emails.commenter_email", "'UNKNOWN'"], dbt.type_string()) }} as commenter_email,
         {{ unified_rag.coalesce_cast(["engagement_emails.commenter_name", "'UNKNOWN'"], dbt.type_string()) }} as commenter_name,
         engagement_emails.created_timestamp as comment_time,
-        engagement_emails.email_subject,
+        engagement_emails.title,
         engagement_emails.body as comment_body
     from deals
     left join engagement_deals
@@ -102,7 +102,7 @@ note_comment_details as (
         engagement_deals.engagement_id as deal_comment_id,
         deals.deal_id, 
         deals.source_relation,
-        deals.deal_name,
+        deals.title as deal_name_title,
         {{ unified_rag.coalesce_cast(["engagement_notes.owner_email", "'UNKNOWN'"], dbt.type_string()) }} as commenter_email,
         {{ unified_rag.coalesce_cast(["engagement_notes.owner_name", "'UNKNOWN'"], dbt.type_string()) }} as commenter_name,
         engagement_notes.created_timestamp as comment_time,
@@ -126,7 +126,7 @@ comment_markdowns as (
         comment_time,
         cast(
             {{ dbt.concat([ 
-                "'Email subject:'", "email_subject", "'\\n'",
+                "'Email subject:'", "title", "'\\n'",
                 "'### message from '", "commenter_name", "' ('", "commenter_email", "')\\n'",
                 "'##### sent @ '", "comment_time", "'\\n'",
                 "comment_body"

models/intermediate/hubspot/int_rag_hubspot__deal_document.sql

@@ -45,8 +45,14 @@ engagement_detail_prep as (
 
     select
         deals.deal_id,
-        deals.deal_name,
-        {{ unified_rag.coalesce_cast(["engagements.engagement_type", "'UNKNOWN'"], dbt.type_string()) }} as engagement_type,
+        deals.title,
+        {{ unified_rag.coalesce_cast([
+                "case 
+                    when engagements.engagement_type in ('CALL', 'EMAIL', 'NOTE', 'TASK') then engagements.engagement_type
+                    else 'UNKNOWN' 
+                end", 
+                "'UNKNOWN'"
+        ], dbt.type_string()) }} as engagement_type,
         {{ dbt.concat(["'https://app.hubspot.com/contacts'", "deals.portal_id", "'/record/0-3/'", "deals.deal_id"]) }} as url_reference,
         deals.source_relation,
         {{ unified_rag.coalesce_cast(["contacts.contact_name", "'UNKNOWN'"], dbt.type_string()) }} as contact_name,
@@ -77,7 +83,7 @@ engagement_detail_prep as (
 engagement_details as (
     select
         deal_id,
-        deal_name,
+        title,
         url_reference,
         created_on,
         source_relation,
@@ -93,10 +99,11 @@ engagement_markdown as (
 
     select
         deal_id,
+        title,
         source_relation,
         url_reference,
         {{ dbt.concat([
-            "'Deal Name : '", "deal_name", "'\\n\\n'",
+            "'Deal Name : '", "title", "'\\n\\n'",
             "'Created By : '", "contact_name", "' ('", "created_by", "')\\n'",
             "'Created On : '", "created_on", "'\\n'",
             "'Company Name: '", "company_name", "'\\n'",

models/intermediate/jira/int_rag_jira__issue_document.sql

@@ -34,7 +34,7 @@ issue_details as (
 
     select
         issues.issue_id,
-        issues.issue_name,
+        issues.title,
         {% if var('jira_subdomain', default=None) %}
             {{ dbt.concat(["'https://'", "jira_subdomain_value", "'.atlassian.net/browse/'", "issues.issue_key"]) }} as url_reference,
         {% else %}
@@ -66,10 +66,11 @@ final as (
 
     select
         issue_id,
+        title,
         source_relation,
         url_reference,
         {{ dbt.concat([
-            "'# issue : '", "issue_name", "'\\n\\n'",
+            "'# issue : '", "title", "'\\n\\n'",
             "'Created By : '", "user_name", "' ('", "created_by", "')\\n'",
             "'Created On : '", "created_on", "'\\n'",
             "'Status : '", "status", "'\\n'",

models/intermediate/zendesk/int_rag_zendesk__ticket_document.sql

@@ -13,7 +13,7 @@ with tickets as (
         tickets.ticket_id,
         replace(replace(cast(tickets.url as {{ dbt.type_string() }}), '/api/v2/tickets/', '/agent/tickets/'), '.json', '') as url_reference,
         tickets.source_relation,
-        tickets.subject as ticket_name,
+        tickets.title,
         {{ unified_rag.coalesce_cast(["users.name", "'UNKNOWN'"], dbt.type_string()) }} as user_name,
         {{ unified_rag.coalesce_cast(["users.email", "'UNKNOWN'"], dbt.type_string()) }} as created_by,
         tickets.created_at as created_on,
@@ -29,10 +29,11 @@ with tickets as (
 ), final as (
     select
         ticket_id,
+        title,
         source_relation,
         url_reference,
         {{ dbt.concat([
-            "'# Ticket : '", "ticket_name", "'\\n\\n'",
+            "'# Ticket : '", "title", "'\\n\\n'",
             "'Created By : '", "user_name", "' ('", "created_by", "')\\n'",
             "'Created On : '", "created_on", "'\\n'",
             "'Status : '", "status", "'\\n'",

models/rag__unified_document.sql

@@ -14,13 +14,14 @@
 {%- set queries = [] -%}
 
 {% for platform in enabled_variables %}
-    {% if var(platform) == true -%}
+    {% if var(platform, true) == true -%}
         {%- set platform_name = platform | replace('rag__using_', '') -%}
         {%- set unique_key_fields = ['document_id', 'platform', 'chunk_index', 'source_relation'] -%}
         {% set select_statement = (
         "select \n" ~
-        "   " ~ dbt_utils.generate_surrogate_key(unique_key_fields) ~ "as unique_id, \n" ~
+        "   " ~ dbt_utils.generate_surrogate_key(unique_key_fields) ~ " as unique_id, \n" ~
         "   document_id, \n" ~
+        "   title, \n" ~ 
         "   url_reference, \n" ~
         "   platform, \n" ~
         "   source_relation, \n" ~
@@ -44,4 +45,4 @@
     {{ queries | join(' union all ') }}
 {%- else -%}
     {{ queries[0] }}
-{%- endif -%}
+{%- endif %}

models/staging/hubspot_staging/stg_rag_hubspot.yml

@@ -85,7 +85,7 @@ models:
         description: The ID of the deal's pipeline stage.
       - name: owner_id
         description: The ID of the deal's owner. 
-      - name: deal_name
+      - name: title
         description: The name you have given this deal.
       - name: description
         description: A brief description of the deal.
@@ -204,7 +204,7 @@ models:
         description: The source of the record if the unioning functionality is being used. If it is not this field will be empty.
       - name: body
         description: The body of the email.
-      - name: email_subject
+      - name: title
         description: The subject line of the logged email.
       - name: email_to_email
         description: The email addresses of the email's recipients.
@@ -222,6 +222,8 @@ models:
         description: Boolean to mark rows that were deleted in the source database.
       - name: engagement_id
         description: The ID of the engagement.
+      - name: title
+        description: The title of the engagement note.
       - name: engagement_type
         description: The type of the engagement.
       - name: body

models/staging/hubspot_staging/stg_rag_hubspot__deal.sql

@@ -36,7 +36,7 @@ fields as (
 final as (
 
     select
-        deal_name,
+        deal_name as title,
         source_relation,
         cast(closed_date as {{ dbt.type_timestamp() }}) as closed_date,
         cast(created_date as {{ dbt.type_timestamp() }}) as created_date,

models/staging/hubspot_staging/stg_rag_hubspot__engagement_email.sql

@@ -44,7 +44,7 @@ final as (
         owner_id,
         team_id,
         coalesce(body_preview, body_preview_html, email_text, email_html) as body,
-        email_subject,
+        email_subject as title,
         email_to_email,
         email_from_email,
         email_cc_email

models/staging/hubspot_staging/stg_rag_hubspot__engagement_note.sql

@@ -43,7 +43,8 @@ final as (
         occurred_timestamp,
         owner_id,
         team_id,
-        coalesce(note_body_preview, note_body, note_body_preview_html) as body 
+        coalesce(note_body_preview, note_body, note_body_preview_html) as body,
+        'engagement_note' as title
     from fields  
 )  
 

models/staging/jira_staging/stg_rag_jira.yml

@@ -70,7 +70,7 @@ models:
           in the project's workflow).
       - name: status_changed_at
         description: Timestamp of when the status was last changed.
-      - name: issue_name
+      - name: title
         description: Title of the issue.
       - name: time_spent_seconds
         description: The time that was spent working on this issue, in seconds.

models/staging/jira_staging/stg_rag_jira__issue.sql

@@ -57,7 +57,7 @@ final as (
         resolution as resolution_id,
         status as status_id,
         cast(status_category_changed as {{ dbt.type_timestamp() }}) as status_changed_at,
-        summary as issue_name,
+        summary as title,
         cast(updated as {{ dbt.type_timestamp() }}) as updated_at,
         work_ratio,
         _fivetran_synced

models/staging/zendesk_staging/stg_rag_zendesk.yml

@@ -44,7 +44,7 @@ models:
         description: When this record was created
       - name: type
         description: The type of this ticket, possible values are problem, incident, question or task
-      - name: subject
+      - name: title
         description: The value of the subject field for this ticket
       - name: description
         description: Read-only first comment on the ticket

models/staging/zendesk_staging/stg_rag_zendesk__ticket.sql

@@ -54,7 +54,7 @@ final as (
         recipient,
         requester_id,
         status,
-        subject,
+        subject as title,
         problem_id,
         submitter_id,
         ticket_form_id,

models/unified_rag.yml

@@ -11,6 +11,9 @@ models:
           - not_null
       - name: document_id
         description: Identifier of the base object which the unstructured data is associated (ie. Zendesk ticket_id, Jira issue_id, and HubSpot deal_id).
+      - name: title
+        description: Title of the base object which the unstructured data is associated to.
+      - name: platform
       - name: url_reference
         description: URL reference to the respective base object.
       - name: platform

models/unstructured/rag_hubspot__document.sql

@@ -16,6 +16,7 @@ final as (
 
     select
         cast(deal_document.deal_id as {{ dbt.type_string() }}) as document_id,
+        deal_document.title,
         deal_document.url_reference,
         'hubspot' as platform,
         deal_document.source_relation,

models/unstructured/rag_jira__document.sql

@@ -16,6 +16,7 @@ final as (
 
     select
         cast(issue_document.issue_id as {{ dbt.type_string() }}) as document_id,
+        issue_document.title,
         issue_document.url_reference,
         'jira' as platform,
         issue_document.source_relation,

models/unstructured/rag_zendesk__document.sql

@@ -11,6 +11,7 @@ with ticket_document as (
 ), final as (
     select
         cast(ticket_document.ticket_id as {{ dbt.type_string() }}) as document_id,
+        ticket_document.title,
         ticket_document.url_reference,
         'zendesk' as platform,
         ticket_document.source_relation,

models/unstructured/unstructured.yml

@@ -6,6 +6,8 @@ models:
     columns:
       - name: document_id
         description: Equivalent to deal_id.
+      - name: title
+        description: The title of the respective HubSpot deal.
       - name: url_reference
         description: URL reference to the respective deal in HubSpot.
       - name: platform
@@ -26,6 +28,8 @@ models:
     columns:
       - name: document_id
         description: Equivalent to issue_id.
+      - name: title
+        description: The title of the respective Jira issue.
       - name: url_reference
         description: URL reference to the respective Jira Issue.
       - name: platform
@@ -46,6 +50,8 @@ models:
     columns:
       - name: document_id
         description: Equivalent to ticket_id.
+      - name: title
+        description: The subject of the respective Zendesk ticket.
       - name: url_reference
         description: URL reference to the respective Zendesk Ticket.
       - name: platform