Merged PR 4568: Adds flag to identify invoices/credit notes that are posted in Hyperline

# Description

Adds flag to identify invoices/credit notes that are posted in Hyperline.
For Invoices, these need to be ACCREC and follow a convention of 20XX-Y
For Credit Notes, these need to be ACCRECCREDIT and follow a convention of CN-20XX-Y

# 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.
- [X] I have checked for DRY opportunities with other models and docs.
- [X] 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: #28146

models/intermediate/xero/int_xero__credit_notes.sql

@@ -37,5 +37,10 @@ select
     was_fully_paid_on_date_utc,
     line_amount_tax_inclusiveness,
     updated_date_utc,
+    case
+        when credit_note_number ~ '^CN-20\d{2}-.*' and credit_note_type = 'ACCRECCREDIT'
+        then true
+        else false
+    end as is_credit_note_posted_in_hyperline,
     dwh_extracted_at_utc
 from stg_xero__credit_notes

models/intermediate/xero/int_xero__invoices.sql

@@ -48,5 +48,10 @@ select
     line_amount_tax_inclusiveness,
     payment_planned_date_utc,
     payment_expected_date_utc,
+    case
+        when invoice_number ~ '^20\d{2}-.*' and invoice_type = 'ACCREC'
+        then true
+        else false
+    end as is_invoice_posted_in_hyperline,
     dwh_extracted_at_utc
 from stg_xero__invoices

models/intermediate/xero/int_xero__sales_denom_mart.sql

@@ -31,6 +31,7 @@ select
     ili.line_description as line_description,
 
     i.id_invoice as id_document,
+    i.is_invoice_posted_in_hyperline as is_document_posted_in_hyperline,
     i.reference as reference,
     i.invoice_number as document_number,
     i.invoice_issued_at_utc as document_issued_at_utc,
@@ -89,6 +90,7 @@ select
     cnli.line_description,
 
     cn.id_credit_note,
+    cn.is_credit_note_posted_in_hyperline as is_document_posted_in_hyperline,
     cn.reference,
     cn.credit_note_number,
     cn.credit_note_issued_at_utc,

models/intermediate/xero/schema.yml

@@ -7,12 +7,33 @@ models:
         data_tests:
           - not_null
           - unique
+      - name: is_invoice_posted_in_hyperline
+        data_type: boolean
+        description: |
+          Indicates whether the invoice has been posted in Hyperline. 
+          An invoice is considered posted in Hyperline if it has an 
+          invoice type equal to ACCREC and follows the naming convention
+          20XX-Y, where 20XX is the posting year and Y is an autoincremental number.
+        data_tests:
+          - not_null
+
   - name: int_xero__credit_notes
     columns:
       - name: id_credit_note
         data_tests:
           - not_null
           - unique
+      - name: is_credit_note_posted_in_hyperline
+        data_type: boolean
+        description: |
+          Indicates whether the credit note has been posted in Hyperline. 
+          A credit note is considered posted in Hyperline if it has a 
+          credit note type equal to ACCRECCREDIT and follows the naming convention
+          CN-20XX-Y, where CN refers to Credit Note, 20XX is the posting year and 
+          Y is an autoincremental number.
+        data_tests:
+          - not_null
+
   - name: int_xero__invoice_line_items
     columns:
       - name: id_line_item
@@ -153,6 +174,20 @@ models:
         data_tests:
           - not_null
 
+      - name: is_document_posted_in_hyperline
+        data_type: boolean
+        description: |
+          Indicates whether the document has been posted in Hyperline. 
+          A document is considered posted in Hyperline if it follows this logic:
+          - For invoices, if the invoice type equals to ACCREC and the document number
+            follows the naming convention 20XX-Y, where 20XX is the posting year and Y is 
+            an autoincremental number.
+          - For credit notes, if the credit note type equal to ACCRECCREDIT and the 
+            document number follows the naming convention CN-20XX-Y, where CN refers to 
+            Credit Note, 20XX is the posting year and Y is an autoincremental number.
+        data_tests:
+          - not_null
+
       - name: reference
         data_type: character varying
         description: ""

models/reporting/xero/schema.yml

@@ -33,6 +33,17 @@ models:
         data_type: character varying
         description: ""
 
+      - name: is_invoice_posted_in_hyperline
+        data_type: boolean
+        description: |
+          Indicates whether the invoice has been posted in Hyperline. 
+          An invoice is considered posted in Hyperline if it follows this logic:
+          - The invoice type equals to ACCREC and the document number follows the 
+            naming convention 20XX-Y, where 20XX is the posting year and Y is 
+            an autoincremental number.
+        data_tests:
+          - not_null
+
       - name: invoice_issued_date_utc
         data_type: timestamp with time zone
         description: Date on which the invoice was issued.
@@ -491,6 +502,17 @@ models:
         data_type: character varying
         description: ""
 
+      - name: is_credit_note_posted_in_hyperline
+        data_type: boolean
+        description: |
+          Indicates whether the credit note has been posted in Hyperline. 
+          A credit note is considered posted in Hyperline if it follows this logic:
+          - The credit note type equals to ACCRECCREDIT and the document number 
+            follows the naming convention CN-20XX-Y, where CN refers to Credit Note, 
+            20XX is the posting year and Y is an autoincremental number.
+        data_tests:
+          - not_null
+
       - name: credit_note_issued_at_utc
         data_type: timestamp with time zone
         description: Date on which the credit note was issued.
@@ -1258,6 +1280,20 @@ models:
         data_tests:
           - not_null
 
+      - name: is_document_posted_in_hyperline
+        data_type: boolean
+        description: |
+          Indicates whether the document has been posted in Hyperline. 
+          A document is considered posted in Hyperline if it follows this logic:
+          - For invoices, if the invoice type equals to ACCREC and the document number
+            follows the naming convention 20XX-Y, where 20XX is the posting year and Y is 
+            an autoincremental number.
+          - For credit notes, if the credit note type equal to ACCRECCREDIT and the 
+            document number follows the naming convention CN-20XX-Y, where CN refers to 
+            Credit Note, 20XX is the posting year and Y is an autoincremental number.
+        data_tests:
+          - not_null
+
       - name: reference
         data_type: character varying
         description: ""

models/reporting/xero/xero__credit_notes.sql

@@ -5,6 +5,7 @@ select
     id_contact as id_contact,
     reference as reference,
     credit_note_number as credit_note_number,
+    is_credit_note_posted_in_hyperline as is_credit_note_posted_in_hyperline,
     credit_note_issued_at_utc as credit_note_issued_at_utc,
     credit_note_issued_date_utc as credit_note_issued_date_utc,
     credit_note_type as credit_note_type,

models/reporting/xero/xero__invoices.sql

@@ -5,6 +5,7 @@ select
     id_contact as id_contact,
     reference as reference,
     invoice_number as invoice_number,
+    is_invoice_posted_in_hyperline as is_invoice_posted_in_hyperline,
     invoice_issued_at_utc as invoice_issued_at_utc,
     invoice_issued_date_utc as invoice_issued_date_utc,
     invoice_due_date_utc as invoice_due_date_utc,

models/reporting/xero/xero__sales_denom_mart.sql

@@ -20,6 +20,7 @@ select
     sdm.tax_type as tax_type,
     sdm.line_description as line_description,
     sdm.id_document as id_document,
+    sdm.is_document_posted_in_hyperline as is_document_posted_in_hyperline,
     sdm.reference as reference,
     sdm.document_number as document_number,
     sdm.document_issued_at_utc as document_issued_at_utc,