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

# 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

macros/calculate_aggregation_between_preceeding_x_and_y.sql

@@ -3,6 +3,8 @@ This macro calculates the aggregation of a metric over a partition of a column,
 ordered by another column, with a window of x and y preceeding rows.
 
 It's designed to be placed within a SELECT statement.
+
+If include_all_history is True, then X is ignored.
 */
 {% macro calculate_aggregation_between_preceeding_x_and_y(
     metric,
@@ -10,10 +12,18 @@ It's designed to be placed within a SELECT statement.
     partition_by="id_deal",
     order_by="date",
     x=12,
-    y=1
+    y=1,
+    include_all_history=False
 ) %}
     {{ aggregation }} ({{ metric }}) over (
         partition by {{ partition_by }}
-        order by {{ order_by }} rows between {{ x }} preceding and {{ y }} preceding
+        order by
+            {{ order_by }} rows between 
+            {% if include_all_history %} 
+                unbounded preceding
+            {% else %} 
+                {{ x }} preceding
+            {% endif %} 
+                and {{ y }} preceding
     ) as {{ aggregation }}_{{ metric }}
 {% endmacro %}

models/intermediate/cross/int_monthly_aggregated_metrics_history_by_deal_by_time_window.sql

@@ -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

models/intermediate/cross/schema.yml

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

models/reporting/exposures.yml

@@ -268,6 +268,26 @@ exposures:
       name: Oriol Roqué
       email: oriol.roque@superhog.com
 
+  - name: account_managers_margin
+    label: Account Margin
+    type: dashboard
+    maturity: high
+    url: https://app.powerbi.com/groups/me/apps/bb1a782f-cccc-4427-ab1a-efc207d49b62/reports/a35ab979-71a2-4dad-a0d9-b0ad513f9957/ReportSectionddc493aece54c925670a?experience=power-bi
+    description: |
+      A PBI report that shows the revenue, retained revenue after 
+      host takehome payments and after host resolutions payments per 
+      account, within different time windows.
+      It can help Account Managers to focus on those accounts that are 
+      at different margin levels. It can also benefit Resolution Agents
+      to better balance generosity on resolutions payments.
+
+    depends_on:
+      - ref('monthly_aggregated_metrics_history_by_deal_by_time_window')
+
+    owner:
+      name: Oriol Roqué
+      email: oriol.roque@superhog.com
+
   - name: guest_kpis
     label: Guest KPIs
     type: dashboard

models/reporting/general/schema.yml

@@ -1406,6 +1406,7 @@ models:
           - not_null
           - accepted_values:
               values:
+                - All History
                 - Previous 12 months
                 - Previous 6 months
                 - Previous 3 months