Merged PR 4231: Changed MRR logic

# Description

Changed the MRR way of being considered, now it uses for the ongoing month the revenue of the 12 months previous to that one.
Not both MRR metrics will only not show in the current month.
Changed the rule for metrics depending on invoicing so that they show the previous month value from the 20th onward of the current month

# 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: #26820

models/intermediate/cross/int_monthly_onboarding_mrr_per_deal.sql

@@ -1,6 +1,10 @@
 with
     int_monthly_aggregated_metrics_history_by_deal as (
-        select * from {{ ref("int_monthly_aggregated_metrics_history_by_deal") }}
+        select
+            (date_trunc('month', date) + interval '2 month' - interval '1 day')::date
+            as next_month_end_date,
+            *
+        from {{ ref("int_monthly_aggregated_metrics_history_by_deal") }}
     ),
     int_kpis__dimension_deals as (select * from {{ ref("int_kpis__dimension_deals") }}),
     deal_attributes as (
@@ -20,7 +24,7 @@ with
     )
 -- Calculate expected MRR per deal by each dimension
 select
-    m.date,
+    m.next_month_end_date as date,
     'by_number_of_listings' as dimension,
     d.hubspot_listing_segmentation as dimension_value,
     sum(coalesce(m.total_revenue_in_gbp, 0)) / count(*) as expected_mrr_per_deal
@@ -36,7 +40,7 @@ where d.hubspot_listing_segmentation <> 'UNSET'
 group by 1, 2, 3
 union all
 select
-    m.date,
+    m.next_month_end_date as date,
     'by_billing_country' as dimension,
     d.main_billing_country_iso_3_per_deal as dimension_value,
     sum(coalesce(m.total_revenue_in_gbp, 0)) / count(*) as expected_mrr_per_deal
@@ -52,7 +56,7 @@ where d.hubspot_listing_segmentation <> 'UNSET'
 group by 1, 2, 3
 union all
 select
-    m.date,
+    m.next_month_end_date as date,
     'global' as dimension,
     'global' as dimension_value,
     sum(coalesce(m.total_revenue_in_gbp, 0)) / count(*) as expected_mrr_per_deal

models/intermediate/cross/schema.yml

@@ -1712,8 +1712,11 @@ models:
       "This table provides data on the Onboarding Monthly Recurring Revenue (MRR). 
       The Onboarding MRR is an estimate of the expected monthly revenue generated by 
       each new deal. It is calculated by taking the total revenue generated by all 
-      active accounts over the last 12 months and dividing it by the number of active 
-      months for each account."
+      active accounts over the last 12 previous months (before the ongoing month)
+      and dividing it by the number of active months for each account during this 
+      period.
+      For example in December 2023 we will calculate the Onboarding MRR for a deal
+      using the revenue from December 2022 to November 2023."
 
     data_tests:
       - dbt_utils.unique_combination_of_columns:

models/reporting/general/mtd_aggregated_metrics.sql

@@ -68,7 +68,6 @@ where
                 or lower(metric) like '%resolutions%'
                 or lower(metric) like '%invoiced%'
                 or lower(metric) like '%retained%'
-                or lower(metric) like '%mrr%'
                 or lower(metric) like '%damage host%'
             )
             and {{ is_date_before_previous_month("date") }}
@@ -84,5 +83,10 @@ where
             or lower(metric) like '%damage host%'
         )
     )
-    -- If metric is Churn Rate, do not show month in progress
-    and not (lower(metric) like '%churn rate%' and is_current_month = true)
+    -- 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
+    )