Host Resolution model for report

models/reporting/xero/schema.yml

@@ -26,7 +26,7 @@ models:
       - name: reference
         data_type: character varying
         description: |
-          The Superhog-set reference for the invoices. Only relevant for 
+          The Truvi-set reference for the invoices. Only relevant for 
           records of invoice type (ACCREC).
 
       - name: invoice_number
@@ -61,8 +61,8 @@ models:
       - name: invoice_type
         data_type: character varying
         description: |
-          This field indicates whether the invoice is from Superhog towards a customer 
-          (value is "ACCREC") or from a supplier towards Superhog (value is "ACCPAY").
+          This field indicates whether the invoice is from Truvi towards a customer 
+          (value is "ACCREC") or from a supplier towards Truvi (value is "ACCPAY").
 
       - name: invoice_currency_iso_4217
         data_type: character varying
@@ -299,7 +299,7 @@ models:
 
       - name: account_number
         data_type: character varying
-        description: A Superhog set identifier. For customers, this is Hubspot's Deal Id.
+        description: A Truvi set identifier. For customers, this is Hubspot's Deal Id.
 
       - name: id_deal
         data_type: text
@@ -316,11 +316,11 @@ models:
 
       - name: is_customer
         data_type: boolean
-        description: Flag that shows if the contact is a Superhog customer.
+        description: Flag that shows if the contact is a Truvi customer.
 
       - name: is_supplier
         data_type: boolean
-        description: Flag that shows if the contact is a Superhog supplier.
+        description: Flag that shows if the contact is a Truvi supplier.
 
       - name: tax_number
         data_type: character varying
@@ -496,7 +496,7 @@ models:
       - name: reference
         data_type: character varying
         description: |
-          The Superhog-set reference for the credit note.
+          The Truvi-set reference for the credit note.
 
       - name: credit_note_number
         data_type: character varying
@@ -1580,3 +1580,144 @@ models:
         description: |
           "Year-to-date (YTD) total of sales amount without taxes (GBP) from the start of the previous fiscal 
           year up to the same month."
+
+  - name: xero__host_resolutions_payments
+    description: |
+      This model provides a view of transactions related to resolutions, including details 
+      such as transaction date, associated account, and transaction amount.
+
+      Previously, all resolution-related transaction data was stored in the `int_xero__bank_transactions` 
+      model. However, some resolution transactions have been, and will continue to be, credited through 
+      the standard invoicing process — these are stored in the `int_xero__sales_denom_mart` model.
+
+      This model is built by joining the `int_xero__bank_transactions` and `int_xero__sales_denom_mart` 
+      models to provide a unified view of resolution transactions.
+
+
+    columns:
+      - name: id_line_item
+        data_type: text
+        description: "Unique identifier of the line item associated with the transaction."
+        data_tests:
+          - not_null
+          - unique
+
+      - name: id_account
+        data_type: text
+        description: "Unique identifier of the account associated with the transaction."
+        data_tests:
+          - not_null
+
+      - name: account_code
+        data_type: text
+        description: "The code of the account associated with the transaction."
+        data_tests:
+          - not_null
+
+      - name: account_name
+        data_type: text
+        description: "The name of the account associated with the transaction."
+        data_tests:
+          - not_null
+
+      - name: line_description
+        data_type: text
+        description: "Description of the transaction line item."
+
+      - name: document_class
+        data_type: text
+        description: "Indicates whether the record belongs in an a credit note or a bank transaction."
+        data_tests:
+          - not_null
+          - accepted_values:
+              values:
+                - "credit note"
+                - "bank transaction"
+      
+      - name: transaction_date_utc
+        data_type: date
+        description: "The date of the transaction in UTC."
+
+      - name: quantity
+        data_type: numeric
+        description: "The quantity of transactions."
+
+      - name: unit_amount
+        data_type: numeric
+        description: "The unit amount of the transaction."
+
+      - name: line_amount_local_curr
+        data_type: numeric
+        description: "The transaction amount in the local currency."
+
+      - name: line_amount_in_gbp
+        data_type: numeric
+        description: "The transaction amount in GBP."
+
+      - name: line_amount_wo_taxes_local_curr
+        data_type: numeric
+        description: "The transaction amount without taxes in the local currency."
+
+      - name: line_amount_wo_taxes_in_gbp
+        data_type: numeric
+        description: "The transaction amount without taxes in GBP."
+
+      - name: tax_amount_local_curr
+        data_type: numeric
+        description: "The tax amount in the local currency."
+
+      - name: tax_amount_in_gbp
+        data_type: numeric
+        description: "The tax amount in GBP."
+
+      - name: transaction_currency_iso_4217
+        data_type: character varying
+        description: "The currency of the transaction, represented in ISO 4217 format."
+
+      - name: id_contact
+        data_type: text
+        description: "Unique identifier of the contact associated with the transaction."
+        date_tests:
+          - not_null
+
+      - name: id_deal
+        data_type: text
+        description: |
+          "Unique identifier of an account associated with the transaction.
+          Can be null"
+
+      - name: account_number
+        data_type: character varying
+        description: A Truvi set identifier. For customers, this is Hubspot's Deal Id.
+
+      - name: contact_name
+        data_type: character varying
+        description: The name for the customer.
+
+      - name: is_customer
+        data_type: boolean
+        description: Flag that shows if the contact is a Truvi customer.
+
+      - name: is_supplier
+        data_type: boolean
+        description: Flag that shows if the contact is a Truvi supplier.
+
+      - name: contact_first_name
+        data_type: character varying
+        description: ""
+
+      - name: contact_last_name
+        data_type: character varying
+        description: ""
+
+      - name: email_addresses
+        data_type: character varying
+        description: ""
+
+      - name: contact_number
+        data_type: character varying
+        description: ""
+
+      - name: contact_status
+        data_type: character varying
+        description: ""

models/reporting/xero/xero__host_resolutions_payments.sql

@@ -0,0 +1,35 @@
+with
+    int_xero__host_resolutions_payments as (
+        select * from {{ ref("int_xero__host_resolutions_payments") }}
+    ),
+    xero__contacts as (select * from {{ ref("xero__contacts") }})
+select
+    hrp.id_line_item,
+    hrp.document_class,
+    hrp.id_account,
+    hrp.account_code,
+    hrp.account_name,
+    hrp.line_description,
+    hrp.transaction_date_utc,
+    hrp.quantity,
+    hrp.unit_amount,
+    hrp.line_amount_local_curr,
+    hrp.line_amount_in_gbp,
+    hrp.line_amount_wo_taxes_local_curr,
+    hrp.line_amount_wo_taxes_in_gbp,
+    hrp.tax_amount_local_curr,
+    hrp.tax_amount_in_gbp,
+    hrp.transaction_currency_iso_4217,
+    hrp.id_contact,
+    hrp.id_deal,
+    c.account_number,
+    c.contact_name,
+    c.is_customer,
+    c.is_supplier,
+    c.contact_first_name,
+    c.contact_last_name,
+    c.email_addresses,
+    c.contact_number,
+    c.contact_status
+from int_xero__host_resolutions_payments hrp
+left join xero__contacts c on c.id_contact = hrp.id_contact