data-dwh-dbt-project/models/reporting/general/mtd_aggregated_metrics_by_deal.sql
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

64 lines
2.1 KiB
SQL

with
int_mtd_aggregated_metrics_by_deal as (
select * from {{ ref("int_mtd_aggregated_metrics_by_deal") }}
)
select
-- PRIMARY KEY --
m.date as date,
m.id_deal as id_deal,
m.metric as metric,
-- TIME ATTRIBUTES --
m.year as year,
m.month as month,
m.day as day,
case when m.is_end_of_month then 1 else 0 end as is_end_of_month,
case when m.is_current_month then 1 else 0 end as is_current_month,
case
when m.is_end_of_month_or_yesterday then 1 else 0
end as is_end_of_month_or_yesterday,
m.first_day_month as first_day_month,
-- MAIN DEAL ATTRIBUTES --
m.deal as deal,
m.active_accommodations_per_deal_segmentation
as active_accommodations_per_deal_segmentation,
m.main_billing_country_iso_3_per_deal as main_billing_country_iso_3_per_deal,
-- HUBSPOT ATTRIBUTES --
m.account_manager as account_manager,
-- DEAL BUSINESS SCOPE
m.business_scope as business_scope,
-- DEAL LIFECYCLE --
m.deal_lifecycle_state as deal_lifecycle_state,
-- METRIC VALUES AND DISPLAY --
m.order_by as order_by,
m.number_format as number_format,
m.value as value,
m.previous_year_value as previous_year_value,
m.relative_increment as relative_increment,
m.relative_increment_with_sign_format as relative_increment_with_sign_format
from int_mtd_aggregated_metrics_by_deal m
where
(
(
-- Not show current + previous month if the metric depends on
-- invoicing cycle and it is before the 12th of the month, if it
-- is the 12th of the month or after, only exclude the current
-- month.
m.display_exclusion = 'INVOICING'
and {{ is_date_before_12th_of_previous_month("m.date") }}
)
or (
-- Handle exclusion for Churn/MRR metrics: do not show them in the
-- current month.
m.display_exclusion = 'ONGOING_MONTH'
and date_trunc('month', m.date) < date_trunc('month', current_date)
)
-- Keep all history for the rest of metrics
or m.display_exclusion = 'NONE'
)