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
This commit is contained in:
Oriol Roqué Paniagua 2025-03-04 10:12:03 +00:00
parent 2a0172edd5
commit dcf0f205a2
8 changed files with 86 additions and 0 deletions

View file

@ -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: ""