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Merged PR 3967: Adds an "All History" time window to Account Margin

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# Description

Quick improvement to be able to report the same setup of metrics by considering all account history up to a certain date.

It adds a new computation flow for this All History window. Note that I needed to update the macro to override this case by using unbounded preceding.

I also took the opportunity to update the exposures of the new report.

# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #26085
This commit is contained in:
Oriol Roqué Paniagua 2025-01-07 15:22:30 +00:00
parent f5e417c7db
commit 0ec1484846
5 changed files with 136 additions and 2 deletions
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102
models/intermediate/cross/int_monthly_aggregated_metrics_history_by_deal_by_time_window.sql
View file

@ -6,6 +6,105 @@ with
int_hubspot__deal as (
select * from {{ ref("int_hubspot__deal") }}
),
metric_aggregation_all_history as (
select
date,
id_deal,
main_deal_name,
main_billing_country_iso_3_per_deal,
deal_lifecycle_state,
'All History' as time_window,
{{
calculate_aggregation_between_preceeding_x_and_y(
"date", "min", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"date", "max", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"created_bookings", "sum", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"listings_booked_in_month", "avg", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"total_revenue_in_gbp", "sum", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"total_guest_payments_in_gbp", "sum", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"xero_operator_net_fees_in_gbp", "sum", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"xero_apis_net_fees_in_gbp", "sum", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"xero_waiver_paid_back_to_host_in_gbp",
"sum",
"id_deal",
"date",
"",
1,
True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"xero_host_resolution_amount_paid_in_gbp",
"sum",
"id_deal",
"date",
"",
1,
True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"xero_host_resolution_payment_count",
"sum",
"id_deal",
"date",
"",
1,
True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"revenue_retained_in_gbp", "sum", "id_deal", "date", "", 1, True
)
}},
{{
calculate_aggregation_between_preceeding_x_and_y(
"revenue_retained_post_resolutions_in_gbp",
"sum",
"id_deal",
"date",
"",
1,
True
)
}}
from int_monthly_aggregated_metrics_history_by_deal
),
metric_aggregation_previous_12_months as (
select
date,
@ -359,6 +458,9 @@ with
from int_monthly_aggregated_metrics_history_by_deal
),
metric_aggregation_by_deal as (
select *
from metric_aggregation_all_history
union all
select *
from metric_aggregation_previous_12_months
union all

1
models/intermediate/cross/schema.yml
View file

@ -1438,6 +1438,7 @@ models:
- not_null
- accepted_values:
values:
- All History
- Previous 12 months
- Previous 6 months
- Previous 3 months