Commit graph

44 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
6aafd605b2 Merged PR 4077: Propagate account code and account name for Xero - reporting models
# 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
2025-01-16 10:04:41 +00:00
Pablo Martin
c3c628aec4 change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
uri
5620ecbe68 Remove .sql in the xero__bank_transaction_denom_mart 2024-09-18 13:52:55 +02:00
Pablo Martin
df16cdb00c reporting schema 2024-09-12 15:39:49 +02:00
Pablo Martin
1d63e187c2 model and docs 2024-07-09 15:31:47 +02:00
Pablo Martin
42811b6c7e propagate field in reporting layer 2024-07-08 16:48:39 +02:00
Pablo Martin
dd5882a564 propagate transaction sign 2024-07-01 11:44:55 +02:00
Pablo Martin
0e9c608894 more docs 2024-07-01 11:39:40 +02:00
Pablo Martin
f0f6382bbd update docs 2024-07-01 11:34:26 +02:00
Pablo Martin
69ad42af63 model and schema 2024-06-26 15:35:44 +02:00
Pablo Martin
b3263e82b1 docs typos 2024-06-26 13:40:07 +02:00
Pablo Martin
e8f9432507 add docs and tablesfor table 2024-06-26 11:43:29 +02:00
Pablo Martin
a22d85340d reporting model 2024-06-26 11:24:34 +02:00
Pablo Martin
5182a804b2 fix typos 2024-06-25 17:09:02 +02:00
Pablo Martin
be24725b7d remove a couple of wrong tests 2024-06-25 16:44:19 +02:00
Pablo Martin
f9fcb76ed1 schemas 2024-06-25 16:42:40 +02:00
Pablo Martin
86ca7411af remove line items: they have their own tables now 2024-06-25 16:41:41 +02:00
Pablo Martin
5fbf5a76fd add documentation placeholder 2024-06-25 16:25:26 +02:00
Pablo Martin
71278abbb9 remove outdated docs 2024-06-25 16:25:26 +02:00
Pablo Martin
8b1d949f73 add bank transactions to reporting 2024-06-25 16:25:26 +02:00
Oriol Roqué Paniagua
3610c447f5 Merged PR 1949: Fix documentation in DWH and include exposure
Related work items: #16857
2024-05-30 10:37:41 +00:00
uri
f021f3cb29 Changed schema.yaml with the correct field 2024-05-30 10:03:05 +02:00
uri
e360c1c785 Setting xero__net_fees_by_deal as per deal id, not dedicated to guesty 2024-05-30 10:00:39 +02:00
uri
bf0010ceeb Adding model xero__net_fees_by_deal documentation in schema.yaml. Added Waiver Fees in xero__net_fees documentation. 2024-05-30 09:15:53 +02:00
uri
de4ab5b6e5 Created xero__net_fees_by_deal with guesty 2024-05-29 18:03:58 +02:00
Pablo Martin
053024e507 add proper value to waiver_items array 2024-05-29 13:23:05 +02:00
Pablo Martin
7148220061 add net fees 2024-05-29 11:29:56 +02:00
Pablo Martin
1f24965a23 remove outdated denom invoicing mart 2024-05-23 16:14:44 +02:00
Pablo Martin
65f5b7377a use date field instead of breaking things down 2024-05-23 16:13:53 +02:00
Pablo Martin
b0528ec2c0 switch to a single model with a case, docs for it 2024-05-23 15:22:42 +02:00
Pablo Martin
b34da23a94 update docs 2024-05-22 11:45:04 +02:00
Pablo Martin
fcb951211d remove a couple of unnecessary cols 2024-05-22 11:44:59 +02:00
Pablo Martin
93c2de6f03 macro logic, need to clean a bit 2024-05-17 17:54:20 +02:00
Pablo Martin
75fe0e510a kind of done, checkpoint before macro-ing 2024-05-17 15:44:58 +02:00
Pablo Martin
fb89652159 added credit note reporting models 2024-05-17 15:27:58 +02:00
Pablo Martin
08ea22eee9 docs formatting 2024-05-16 16:22:41 +02:00
Pablo Martin
9068774f35 more docs 2024-05-16 16:06:07 +02:00
Pablo Martin
fa2a79e973 more docs 2024-05-16 16:02:23 +02:00
Pablo Martin
5d2cc0c17b more docs 2024-05-16 15:47:12 +02:00
Pablo Martin
e559c62bd6 updates on schema 2024-05-15 19:20:59 +02:00
Pablo Martin
eba636b16c a few small details 2024-05-14 16:20:48 +02:00
Pablo Martin
bc4ca1cbc3 lots of currency stuff 2024-05-14 12:26:02 +02:00
Pablo Martin
908ec75d17 denormalized line item table to ease pbi 2024-05-13 18:08:53 +02:00
Pablo Martin
f8fcf7f2b5 reporting models 2024-05-13 16:52:55 +02:00