# Description
New model that aggregates in a monthly basis the information from Xero sales. The aggregation is done by several categories, most of them to be included as filters in PBI. Metrics represent the amount without taxes in: 1) the current month, 2) the previous month, 3) twelve months ago, 4) current year YTD (fiscal year) and 5) previous year YTD (fiscal year).
It also propagates the model to reporting
# 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.
- [ ] I've picked the right materialization for the affected models. **I was hesitating between table or view. Table should speed up tests, but I intend to create a reporting table with a similar structure so probably a bit of waste of space. Anyway, not a big deal now**
# Other
- [ ] Check if a full-refresh is required after this PR is merged.
Related work items: #26618
# Description
This PR reworks the Financial Aggregations based on Nathan's requirements, that can be found in an Excel attached to the board ticket.
Main changes:
- Accounting seed now contains 3 financial aggregations as requested by Finance
- These 3 aggregations are propagated up to reporting. This effectively breaks a WIP report - but it's WIP, not in prod, so it's not a big deal
# 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
- [X] Check if a full-refresh is required after this PR is merged. **Need to create the seed manually**
Related work items: #26618
# Description
Creates a seed to define how to aggregate the different revenue/cost sources, at account code level.
This is propagated to the sales denom mart in intermediate.
This is not complete, but should be a good starting point and it enables moving forward with a couple of tickets regarding KPIs revenue refactor and further Finance reporting, by just keeping a single source of truth. It's mostly focusing on the Don't Repeat Yourself
# 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.
First version of accounting aggregations - not complete
Related work items: #26618
# Description
Cleans Xero models for the old KPIs flow, temporary tests and schema entries
# Checklist
- [X] The edited models and dependants run properly with production data.
- [NA] The edited models are sufficiently documented.
- [X] The edited models contain PK tests, and I've ran and passed them.
- [NA] I have checked for DRY opportunities with other models and docs.
- [NA] 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: #23760
# Description
Sets up warning for KPIs models that will be deprecated, which are:
* 13 in core
* 2 in xero
* 5 in cross
I will keep alive the cross models that handle the final aggregations for Main KPIs for the time being, as well as the newly created Churn model that has a dependency on the monthly by deal to be filled into the mtd flow. I think handling exposure logic for Main KPIs could be a separated migration.
In other words, this is already quite a bit to migrate.
# Checklist
**I just checked that dbt compiles correctly**
- [NA] The edited models and dependants run properly with production data.
- [NA] The edited models are sufficiently documented.
- [NA] The edited models contain PK tests, and I've ran and passed them.
- [NA] I have checked for DRY opportunities with other models and docs.
- [NA] 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: #23268
