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2 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
353972984e Merged PR 4236: Propagate contact name for reporting purposes only
# Description

Propagates contact name and id_deal + contact name combination for PBI in xero - sales monthly trends

# 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.

Propagate contact name for reporting purposes only

Related work items: #26618
2025-01-31 09:53:54 +00:00
Oriol Roqué Paniagua
68952223ca Merged PR 4228: First version of sales - monthly trends
# 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
2025-01-31 08:33:15 +00:00