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Author SHA1 Message Date
Oriol Roqué Paniagua
2130226939 Merged PR 2284: KPIs: computing invoicing metrics from Xero
This PR creates 2 new models on intermediate, xero:
- int_xero__mtd_invoicing_metrics (global view)
- int_xero__monthly_invoicing_history_by_deal (by deal view)

This allows for the computation of host metrics (operators), as well as host resolution payments. This will enable in the future to compute total revenue and weighted revenue metrics.
The data displayed from the previous months in the mtd_invoicing_metrics is consistent with 1) revenue figures displayed in business overview for Host tab, as well as Guest tab for Waiver Payments; and 2) host payment figures displayed in the accounting reports.

**Note 1**: the variables at this stage are reused in these models, as well as many other Xero models. We still need to handle the refactor ticket on Xero related reports. This is not under the scope of this PR.

**Note 2**: we noticed that the strategy for mtd models to do a double year, month extraction join is badly performant. Actually, resolution payments subquery was not performing at all with this logic. So it has been changed to a date_trunc('month', related_date)::date = d.first_day_month strategy which works much faster. I'll add a standalone PR to refactor the remaining mtd models separately later

Related work items: #18108, #18110
2024-07-12 10:05:49 +00:00
Pablo Martin
fad85691f3 typo in docs 2024-07-08 17:52:15 +02:00
Pablo Martin
00b7940c25 more schema, more tests 2024-07-08 17:26:10 +02:00
Pablo Martin
6fcc9fde16 schema 2024-07-08 17:06:23 +02:00
Pablo Martin
d86b6b8627 add tests 2024-06-25 15:07:39 +02:00