New xero model for resolutions payments
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@ -453,3 +453,98 @@ models:
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description: |
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"Year-to-date (YTD) total of sales amount without taxes (GBP) from the start of the previous fiscal
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year up to the same month."
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- name: int_xero__resolutions_transactions
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description: |
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This model provides a view of transactions related to resolutions, including details
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such as transaction date, associated account, and transaction amount.
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Previously, all resolution-related transaction data was stored in the `int_xerp__bank_transactions`
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model. However, some resolution transactions have been, and will continue to be, credited through
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the standard invoicing process — these are stored in the `int_xerp__sales_denom_mart` model.
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This model is built by joining the `int_xerp__bank_transactions` and `int_xerp__sales_denom_mart`
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models to provide a unified view of resolution transactions.
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columns:
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- name: id_account
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data_type: text
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description: "Unique identifier of the account associated with the transaction."
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data_tests:
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- not_null
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- name: account_code
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data_type: text
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description: "The code of the account associated with the transaction."
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data_tests:
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- not_null
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- name: account_name
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data_type: text
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description: "The name of the account associated with the transaction."
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data_tests:
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- not_null
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- name: line_description
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data_type: text
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description: "Description of the transaction line item."
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- name: document_type
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data_type: text
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description: "The type of document associated with the transaction."
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data_tests:
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- not_null
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- accepted_values:
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values:
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- "ACCREC"
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- "ACCPAY"
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- "ACCRECCREDIT"
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- "ACCPAYCREDIT"
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- "BANK_TRANSACTION"
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- name: transaction_date_utc
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data_type: date
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description: "The date of the transaction in UTC."
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- name: id_deal
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data_type: text
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description: |
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"Unique identifier of an account associated with the transaction."
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- name: quantity
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data_type: numeric
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description: "The quantity of transactions."
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- name: unit_amount
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data_type: numeric
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description: "The unit amount of the transaction."
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- name: line_amount_local_curr
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data_type: numeric
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description: "The transaction amount in the local currency."
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- name: line_amount_in_gbp
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data_type: numeric
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description: "The transaction amount in GBP."
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- name: line_amount_wo_taxes_local_curr
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data_type: numeric
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description: "The transaction amount without taxes in the local currency."
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- name: line_amount_wo_taxes_in_gbp
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data_type: numeric
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description: "The transaction amount without taxes in GBP."
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- name: tax_amount_local_curr
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data_type: numeric
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description: "The tax amount in the local currency."
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- name: tax_amount_in_gbp
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data_type: numeric
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description: "The tax amount in GBP."
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- name: transaction_currency_iso_4217
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data_type: character varying
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description: "The currency of the transaction, represented in ISO 4217 format."
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