New xero model for resolutions payments

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Joaquin 2025-04-17 16:39:32 +02:00
parent 2352716dae
commit 623d30bf80
2 changed files with 165 additions and 0 deletions

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@ -453,3 +453,98 @@ 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: int_xero__resolutions_transactions
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_xerp__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_xerp__sales_denom_mart` model.
This model is built by joining the `int_xerp__bank_transactions` and `int_xerp__sales_denom_mart`
models to provide a unified view of resolution transactions.
columns:
- 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_type
data_type: text
description: "The type of document associated with the transaction."
data_tests:
- not_null
- accepted_values:
values:
- "ACCREC"
- "ACCPAY"
- "ACCRECCREDIT"
- "ACCPAYCREDIT"
- "BANK_TRANSACTION"
- name: transaction_date_utc
data_type: date
description: "The date of the transaction in UTC."
- name: id_deal
data_type: text
description: |
"Unique identifier of an account associated with the transaction."
- 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."