data-dwh-dbt-project/models/intermediate/cross/int_mtd_aggregated_metrics_by_deal.sql

with
    int_mtd_aggregated_metrics as (
        select *
        from {{ ref("int_mtd_aggregated_metrics") }} m
        where dimension = 'by_deal' and include_in_account_reporting = true
    ),
    int_kpis__dimension_deals as (select * from {{ ref("int_kpis__dimension_deals") }}),
    int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
    daily_deal_lifecycle as (select * from {{ ref("int_kpis__lifecycle_daily_deal") }}),
    int_kpis__dimension_daily_accommodation as (
        select * from {{ ref("int_kpis__dimension_daily_accommodation") }}
    )

select
    -- PRIMARY KEY --
    m.date,
    m.dimension_value as id_deal,
    m.metric,

    -- TIME ATTRIBUTES --
    m.year,
    m.month,
    m.day,
    m.is_end_of_month,
    m.is_current_month,
    m.is_end_of_month_or_yesterday,
    m.first_day_month,

    -- MAIN DEAL ATTRIBUTES --
    m.dimension_value || '-' || coalesce(ikdd.main_deal_name, '') as deal,
    coalesce(
        dda.active_accommodations_per_deal_segmentation, 'UNSET'
    ) as active_accommodations_per_deal_segmentation,
    ikdd.main_billing_country_iso_3_per_deal,

    -- HUBSPOT ATTRIBUTES --
    hd.account_manager,

    -- DEAL BUSINESS SCOPE    
    case
        when ikdd.client_type = 'API'
        then 'API'
        when ikdd.client_type = 'PLATFORM'
        then
            case
                when
                    ikdd.id_deal is not null
                    and m.date >= ikdd.min_user_in_new_dash_since_date_utc
                then 'New Dash'
                else 'Old Dash'
            end
        else 'UNSET'
    end as business_scope,

    -- DEAL LIFECYCLE --
    daily_deal_lifecycle.deal_lifecycle_state,

    -- METRIC VALUES AND DISPLAY --
    m.order_by,
    m.number_format,
    -- Force 0 if null to avoid nulls in the report
    coalesce(m.value, 0) as value,
    coalesce(m.previous_year_value, 0) as previous_year_value,
    m.relative_increment,
    m.relative_increment_with_sign_format,
    m.display_exclusion
from int_mtd_aggregated_metrics m
left join int_kpis__dimension_deals ikdd on m.dimension_value = ikdd.id_deal
left join int_hubspot__deal hd on m.dimension_value = hd.id_deal
left join
    daily_deal_lifecycle
    on m.date = daily_deal_lifecycle.date
    and m.dimension_value = daily_deal_lifecycle.id_deal
left join
    int_kpis__dimension_daily_accommodation as dda
    on m.date = dda.date
    and m.dimension_value = dda.id_deal
where
    -- Only keep data for the last 24 months
    m.first_day_month + interval '24 months' >= date_trunc('month', current_date)
    and (
        -- Display all accounts that have not churned
        hd.cancellation_date_utc is null
        -- Display historical information for accounts that have churned. This includes
        -- any data equal or prior to 3 months after the account has churned.
        or m.first_day_month
        <= date_trunc('month', hd.cancellation_date_utc) + interval '3 months'
    )