# 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
Adds account code name in reporting for sales denom mart in xero
# 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: #26618
# Description
Propagates the xero aggregations to the reporting model of xero__sales_denom_mart
# 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: #26618
# Description
Propagate account code and account name for Xero reporting models, specifically:
* xero__credit_note_line_items
* xero__invoice_line_items
* xero__sales_denom_mart
These are already available in intermediate models. This is independent from KPIs, but I feel like we should propagate this to reporting since are useful fields for accounting purposes. Happy to discuss if this needs to be reflected in PBI.
# 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.
- [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: #26531
