data-dwh-dbt-project/models/reporting/general/mtd_aggregated_metrics.sql

{% set production_dimensions = get_kpi_dimensions_for_production() %}

{{
    config(
        materialized="table",
        indexes=[
            {"columns": ["dimension"]},
            {"columns": ["dimension", "date"]},
        ],
    )
}}
with
    dimensions as (
        {% for dimension in production_dimensions %}
            select
                {{ dimension.dimension }} as dimension,
                {{ dimension.dimension_display }} as dimension_display
            {% if not loop.last %}
                union all
            {% endif %}
        {% endfor %}
    ),
    int_mtd_aggregated_metrics as (
        select m.*, d.dimension_display
        from {{ ref("int_mtd_aggregated_metrics") }} m
        -- The following clause limits the display execution
        -- to only include those dimensions configured to 
        -- appear for production purposes
        inner join dimensions d on m.dimension = d.dimension
    )

select
    year as year,
    month as month,
    day as day,
    case when is_end_of_month then 1 else 0 end as is_end_of_month,
    case when is_current_month then 1 else 0 end as is_current_month,
    case
        when is_end_of_month_or_yesterday then 1 else 0
    end as is_end_of_month_or_yesterday,
    first_day_month as first_day_month,
    date as date,
    dimension_display as dimension,
    dimension_value as dimension_value,
    previous_year_date as previous_year_date,
    order_by as order_by,
    number_format as number_format,
    metric as metric,
    value as value,
    previous_year_value as previous_year_value,
    relative_increment as relative_increment,
    relative_increment_with_sign_format as relative_increment_with_sign_format
from int_mtd_aggregated_metrics
/*
    The following where condition is applied to avoid displaying revenue metrics
    in the MTD for the current month and the previous month. The main reason is
    that we have a time delay between when the guest does a payment vs. when we
    invoice or credit hosts (Xero). Same applies for Host Resolutions.
    This is specially tricky for the Host-takes-waiver revenue: guests payments
    happen in a timely fashion, and we get all waiver money from the guests. Once
    the month is finished, Finance will start to invoice hosts, and in this case,
    all hosts that have the Host-takes-waiver need to be payed back the amount 
    coming from the guest. 
    Not having this filter would mean that, in the current month, the figures
    displayed of guest revenue would be much larger than they actually will be
    because we still need to pay back to the hosts these waivers.
    For a more current-month evaluation, Guest Payments should be a good proxy
    metric to follow. 
*/
where
    (
        (
            -- Not show current + previous month if the metric depends on invoicing
            -- cycle and it is before the 20th of the month, if it is the 20th of 
            -- the month or after, only exclude the current month.
            (
                lower(metric) like '%total revenue%'
                or lower(metric) like '%resolutions%'
                or lower(metric) like '%invoiced%'
                or lower(metric) like '%retained%'
                or lower(metric) like '%damage host%'
            )
            and {{ is_date_before_20th_of_previous_month("date") }}
        )
        -- Keep all history for the rest of metrics
        or not
        (
            lower(metric) like '%total revenue%'
            or lower(metric) like '%resolutions%'
            or lower(metric) like '%invoiced%'
            or lower(metric) like '%retained%'
            or lower(metric) like '%damage host%'
        )
    )
    -- If metric is Churn Rate or Expected MRR, do not show month in progress.
    -- Unlike other revenue metrics, Expected MRR is calculated for the next month, 
    -- so it is not affected by the invoicing cycle.
    and not (
        (lower(metric) like '%churn rate%' or lower(metric) like '%mrr%')
        and is_current_month = true
    )