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2 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
baf9d2767c Merged PR 5215: Switch from 20th to 12th for invoicing cap
# Description

After a discussion with Nathan, the invoicing cycle has again been reduced by quite a few days.
We agreed to move the cap from 20th to 12th of the following 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.
- [ ] I have checked for DRY opportunities with other models and docs.
- [ ] 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: #30147
2025-05-15 14:10:27 +00:00
Oriol Roqué Paniagua
a67e3f46ba Merged PR 4948: Reporting model for mtd aggregated metrics by deal
# Description

Creates a new model for reporting. It includes any relevant metric at Deal level in a similar format as we do for `mtd_aggregated_metrics`. Additionally, there's few Deal attributes - from Hubspot, segmentations, lifecycles, etc.

In order to dynamically choose which metrics are relevant on a Deal level, I modified the configuration in `int_mtd_aggregated_metrics` so the extraction is under control.

# 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. **Worth discussing the possibilities to include indexes in the future**

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Related work items: #28998
2025-04-08 10:04:11 +00:00