Merged PR 5085: Propagates the new account growth model to reporting

# Description

Propagates the new account growth model to reporting.

Rounds and a couple of additional fields are handled here for PBI purposes.

# 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: #29374

models/reporting/general/monthly_account_revenue_impact_from_growth.sql

@@ -0,0 +1,75 @@
+{% set major_decline_status = "MAJOR DECLINE" %}
+with
+    int_monthly_account_revenue_impact_from_growth as (
+        select * from {{ ref("int_monthly_account_revenue_impact_from_growth") }}
+    )
+select
+    start_date as start_date,
+    end_date as end_date,
+    id_deal as id_deal,
+    deal as deal,
+    client_type as client_type,
+    has_active_pms as has_active_pms,
+    active_pms_list as active_pms_list,
+    main_billing_country_iso_3_per_deal as main_billing_country_iso_3_per_deal,
+    deal_lifecycle_state as deal_lifecycle_state,
+    deal_hubspot_stage as deal_hubspot_stage,
+    account_manager as account_manager,
+    live_date_utc as live_date_utc,
+    cancellation_date_utc as cancellation_date_utc,
+    round(growth_score, 8) as growth_score,
+    round(impact_score_total_revenue, 8) as impact_score_total_revenue,
+    round(
+        impact_score_revenue_retained_post_resolutions, 8
+    ) as impact_score_revenue_retained_post_resolutions,
+    categorisation_impact_score_revenue_retained_post_resolutions
+    as categorisation_impact_score_revenue_retained_post_resolutions,
+    rank_impact_score_total_revenue as rank_impact_score_total_revenue,
+    rank_impact_score_revenue_retained_post_resolutions
+    as rank_impact_score_revenue_retained_post_resolutions,
+    current_month_total_revenue_in_gbp as current_month_total_revenue_in_gbp,
+    round(
+        rolling_12_months_total_revenue_in_gbp, 2
+    ) as rolling_12_months_total_revenue_in_gbp,
+    share_total_revenue_rolling_12_months as share_total_revenue_rolling_12_months,
+    rank_total_revenue_rolling_12_months as rank_total_revenue_rolling_12_months,
+    current_month_revenue_retained_post_resolutions_in_gbp
+    as current_month_revenue_retained_post_resolutions_in_gbp,
+    round(
+        rolling_12_months_revenue_retained_post_resolutions_in_gbp, 2
+    ) as rolling_12_months_revenue_retained_post_resolutions_in_gbp,
+    share_revenue_retained_post_resolutions_rolling_12_months
+    as share_revenue_retained_post_resolutions_rolling_12_months,
+    rank_revenue_retained_post_resolutions_rolling_12_months
+    as rank_revenue_retained_post_resolutions_rolling_12_months,
+    current_month_billable_items as current_month_billable_items,
+    share_billable_items_current_month as share_billable_items_current_month,
+    rank_billable_items_current_month as rank_billable_items_current_month,
+    projection_mean_absolute_error as projection_mean_absolute_error,
+    projection_mean_absolute_percentage_error
+    as projection_mean_absolute_percentage_error,
+    -- Transform boolean values to 0/1 for reporting purposes
+    case
+        when are_billable_items_projected then 1 else 0
+    end as are_billable_items_projected,
+    case
+        when is_growth_score_overridden_due_to_cancellation then 1 else 0
+    end as is_growth_score_overridden_due_to_cancellation,
+    -- Additional columns for reporting purposes
+    case
+        when date_trunc('month', start_date) = date_trunc('month', current_date)
+        then 1
+        else 0
+    end as is_ongoing_month,
+    case
+        when
+            categorisation_impact_score_revenue_retained_post_resolutions
+            = '{{ major_decline_status }}'
+            and lag(
+                categorisation_impact_score_revenue_retained_post_resolutions, 1
+            ) over (partition by id_deal order by end_date asc)
+            != '{{ major_decline_status }}'
+        then 1
+        else 0
+    end as has_account_switched_to_major_decline
+from int_monthly_account_revenue_impact_from_growth

models/reporting/general/schema.yml

@@ -2522,3 +2522,309 @@ models:
           Relative_increment value multiplied by -1 in case this metric's growth doesn't have a
           positive impact for Truvi, otherwise is equal to relative_increment.
           This value is specially created for formatting in PBI
+
+  - name: monthly_account_revenue_impact_from_growth
+    description: |
+      This model provides the monthly revenue impact from the growth of 
+      billable items for each deal. The revenue impact is computed as the 
+      product of the growth score and the deal contribution to the total revenue 
+      in the previous 12 months. 
+
+      There's 2 impact scores computed depending on the revenue metric, namely:
+      - impact_score_total_revenue: based on Total Revenue
+      - impact_score_revenue_retained_post_resolutions: based on Revenue Retained 
+        Post Resolutions
+
+      It is important to note that if we check the ongoing month, the count of 
+      billable items and the corresponding share will be based on the projection,
+      rather than the actual figure. In this case, the MAE and MAPE of the projected 
+      value are indicated in the model.
+
+      While the growth and impact scores are computed at a monthly basis, their values 
+      will update every day with the latest available projection.
+
+    data_tests:
+      - dbt_utils.unique_combination_of_columns:
+          combination_of_columns:
+            - end_date
+            - id_deal
+      - dbt_utils.unique_combination_of_columns:
+          combination_of_columns:
+            - start_date
+            - id_deal
+
+    columns:
+      - name: start_date
+        data_type: date
+        description: |
+          Start date of the period for which the revenue impact is computed.
+          Corresponds to the first day of the month.
+        data_tests:
+          - not_null
+
+      - name: end_date
+        data_type: date
+        description: |
+          End date of the period for which the revenue impact is computed.
+          Corresponds to the last day of the month.
+        data_tests:
+          - not_null
+
+      - name: id_deal
+        data_type: string
+        description: |
+          Unique ID for a deal, or account.
+        data_tests:
+          - not_null
+
+      - name: deal
+        data_type: string
+        description: |
+          Concatenation of the deal ID and the deal name.
+
+      - name: client_type
+        data_type: string
+        description: |
+          Type of the client, PLATFORM or API.
+
+      - name: has_active_pms
+        data_type: boolean
+        description: |
+          Flag indicating if the deal has an active PMS or not.
+
+      - name: active_pms_list
+        data_type: string
+        description: |
+          List of active PMS for the deal. It can be null if the deal has no 
+          active PMS.
+
+      - name: main_billing_country_iso_3_per_deal
+        data_type: string
+        description: |
+          Main billing country for the deal. It can be null.
+
+      - name: deal_lifecycle_state
+        data_type: string
+        description: |
+          Lifecycle state of the deal.
+
+      - name: deal_hubspot_stage
+        data_type: string
+        description: |
+          Hubspot stage of the deal.
+
+      - name: account_manager
+        data_type: string
+        description: |
+          Account manager of the deal. It can be null.
+
+      - name: live_date_utc
+        data_type: date
+        description: |
+          Live date of the deal according to HubSpot. It can be null.
+
+      - name: cancellation_date_utc
+        data_type: date
+        description: |
+          Cancellation date of the deal according to HubSpot. It can be null.
+
+      - name: growth_score
+        data_type: decimal
+        description: |
+          Growth score of the billable items, based on the average between:
+            - The billable items of a given month vs. the average of the previous
+              3 months.
+            - The share a deal has in terms of billable items of a given month 
+              if compared to the rest of the deals vs. the average of the previous 3 
+              months.
+          The growth score is capped between -1 and 1.
+          It can be overridden to -1 in case the deal is cancelled in the same month.
+          It cannot be null.
+        data_tests:
+          - not_null
+          - dbt_expectations.expect_column_values_to_be_between:
+              min_value: -1
+              max_value: 1
+              strictly: false
+
+      - name: impact_score_total_revenue
+        data_type: decimal
+        description: |
+          Impact score of the growth score on the total revenue. 
+          It is computed as the product of the growth score and the deal 
+          contribution to the total revenue in the previous 12 months.
+          It cannot be null.
+        data_tests:
+          - not_null
+          - dbt_expectations.expect_column_values_to_be_between:
+              min_value: -1
+              max_value: 1
+              strictly: false
+
+      - name: impact_score_revenue_retained_post_resolutions
+        data_type: decimal
+        description: |
+          Impact score of the growth score on the revenue retained post 
+          resolutions. It is computed as the product of the growth score and 
+          the deal contribution to the revenue retained post resolutions in 
+          the previous 12 months.
+          It cannot be null.
+        data_tests:
+          - not_null
+          - dbt_expectations.expect_column_values_to_be_between:
+              min_value: -1
+              max_value: 1
+              strictly: false
+
+      - name: categorisation_impact_score_revenue_retained_post_resolutions
+        data_type: string
+        description: |
+          Categorisation of the impact score on the revenue retained post 
+          resolutions. It cannot be null.
+        data_tests:
+          - not_null
+          - accepted_values:
+              values:
+                - MAJOR DECLINE
+                - DECLINE
+                - FLAT
+                - GAIN
+                - MAJOR GAIN
+
+      - name: rank_impact_score_total_revenue
+        data_type: integer
+        description: |
+          Monthly rank of the deal in terms of impact score on the total revenue.
+
+      - name: rank_impact_score_revenue_retained_post_resolutions
+        data_type: integer
+        description: |
+          Monthly rank of the deal in terms of impact score on the revenue 
+          retained post resolutions.
+
+      - name: current_month_total_revenue_in_gbp
+        data_type: decimal
+        description: |
+          Total revenue in GBP for the current month. 
+          If the month is in progress then this value will be null.
+
+      - name: rolling_12_months_total_revenue_in_gbp
+        data_type: decimal
+        description: |
+          Total revenue in GBP for the previous 12 months. 
+          It can be null.
+
+      - name: share_total_revenue_rolling_12_months
+        data_type: decimal
+        description: |
+          Share of the deal in terms of total revenue in the previous 12 months.
+          It cannot be null.
+        data_tests:
+          - not_null
+
+      - name: rank_total_revenue_rolling_12_months
+        data_type: integer
+        description: |
+          Monthly rank of the deal in terms of total revenue in the previous 
+          12 months.
+
+      - name: current_month_revenue_retained_post_resolutions_in_gbp
+        data_type: decimal
+        description: |
+          Revenue retained post resolutions in GBP for the current month. 
+          If the month is in progress then this value will be null.
+
+      - name: rolling_12_months_revenue_retained_post_resolutions_in_gbp
+        data_type: decimal
+        description: |
+          Revenue retained post resolutions in GBP for the previous 12 months. 
+          It can be null.
+
+      - name: share_revenue_retained_post_resolutions_rolling_12_months
+        data_type: decimal
+        description: |
+          Share of the deal in terms of revenue retained post resolutions in 
+          the previous 12 months.
+          It cannot be null.
+        data_tests:
+          - not_null
+
+      - name: rank_revenue_retained_post_resolutions_rolling_12_months
+        data_type: integer
+        description: |
+          Monthly rank of the deal in terms of revenue retained post 
+          resolutions in the previous 12 months.
+
+      - name: current_month_billable_items
+        data_type: integer
+        description: |
+          Monthly billable items. If the month is in progress 
+          then this value might be projected.
+        data_tests:
+          - dbt_expectations.expect_column_values_to_be_between:
+              min_value: 0
+              strictly: false
+
+      - name: share_billable_items_current_month
+        data_type: decimal
+        description: |
+          Share of the billable items for a given deal in the current month.
+          If the month is in progress then this value might be projected.
+        data_tests:
+          - dbt_expectations.expect_column_values_to_be_between:
+              min_value: 0
+              strictly: false
+
+      - name: rank_billable_items_current_month
+        data_type: integer
+        description: |
+          Monthly rank of the deal in terms of billable items in the current month.
+          If the month is in progress then this value might be projected.
+
+      - name: projection_mean_absolute_error
+        data_type: decimal
+        description: |
+          Mean absolute error of the projection of the billable items.
+          It is null if the month is not in progress or value is projected 
+          but there's no prior data to compare the projection against.
+        data_tests:
+          - dbt_expectations.expect_column_values_to_be_between:
+              min_value: 0
+              strictly: false
+
+      - name: projection_mean_absolute_percentage_error
+        data_type: decimal
+        description: |
+          Mean absolute percentage error of the projection of the billable items.
+          It is null if the month is not in progress or value is projected 
+          but there's no prior data to compare the projection against.
+        data_tests:
+          - dbt_expectations.expect_column_values_to_be_between:
+              min_value: 0
+              strictly: false
+
+      - name: are_billable_items_projected
+        data_type: integer
+        description: |
+          Flag indicating if the billable items are projected or not.
+          If the month is in progress then this value might be projected.
+          It can be null if there's no projection for that deal.
+
+      - name: is_growth_score_overridden_due_to_cancellation
+        data_type: integer
+        description: |
+          Flag indicating if the growth score is overridden to -1 due to 
+          cancellation in the same month.
+
+      - name: is_ongoing_month
+        data_type: integer
+        description: |
+          Flag indicating if the month is in progress or not.
+          1 for yes, 0 for no.
+
+      - name: has_account_switched_to_major_decline
+        data_type: integer
+        description: |
+          Flag indicating if the account has switched to major decline in the 
+          current month.
+          1 for yes, 0 for no.