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refactor xero__net_fees_by_deal

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This commit is contained in:
Joaquin 2025-04-25 11:55:14 +02:00
parent 0ffcfca6a8
commit 423457126f
4 changed files with 44 additions and 9 deletions
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16
models/reporting/xero/xero__net_fees_by_deal.sql
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@ -2,7 +2,9 @@
with
xero__invoices as (select * from {{ ref("xero__invoices") }}),
xero__credit_notes as (select * from {{ ref("xero__credit_notes") }}),
xero__credit_note_line_items as (
select * from {{ ref("xero__credit_note_line_items") }}
),
xero__contacts as (select * from {{ ref("xero__contacts") }}),
fees_invoiced as (
select
@ -19,14 +21,14 @@ with
fees_credited as (
select
cast(
date_trunc('month', cn.credit_note_issued_at_utc) as date
date_trunc('month', cnli.credit_note_issued_at_utc) as date
) as credit_note_issued_year_month,
c.id_deal,
sum(cn.subtotal_in_gbp) as fees_credited
from xero__credit_notes cn
left join xero__contacts c on cn.id_contact = c.id_contact
where cn.credit_note_status in {{ relevant_document_statuses }}
group by date_trunc('month', cn.credit_note_issued_at_utc), c.id_deal
sum(cnli.line_amount_wo_taxes_in_gbp) as fees_credited
from xero__credit_note_line_items cnli
left join xero__contacts c on cnli.id_contact = c.id_contact
where cnli.credit_note_status in {{ relevant_document_statuses }}
group by date_trunc('month', cnli.credit_note_issued_at_utc), c.id_deal
)
select
coalesce(