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2 commits

Author SHA1 Message Date
Oriol Roqué Paniagua
1a4a9fac37 Merged PR 4578: Propagates the month attribution from invoicing data
# Description

Following the changes of the month attribution on invoicing data depending if the document is posted on Xero or in Hyperline, this PR ensures that the 2 affected areas capture this change.

This means:
* Xero - Sales Monthly Trends
* KPIs - Invoiced Revenue

# 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: #28158
2025-03-04 14:13:53 +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