data-dwh-dbt-project/models/intermediate/xero
Oriol Roqué Paniagua a208541e04 Merged PR 4224: Rework accounting aggregations for Financial Reporting
# 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
2025-01-30 10:28:49 +00:00
..
int_xero__bank_transaction_line_items.sql apply transaction sign in line items 2024-07-01 11:45:03 +02:00
int_xero__bank_transactions.sql propagate transaction sign 2024-07-01 11:44:55 +02:00
int_xero__contacts.sql a few small details 2024-05-14 16:20:48 +02:00
int_xero__credit_note_line_items.sql Merged PR 2349: Retrieve account for xero invoices, credit notes and sales denom mart 2024-07-18 15:47:14 +00:00
int_xero__credit_notes.sql Revert "remove unnecessary nested objects since they can be joined in dwh" 2024-05-23 16:23:52 +02:00
int_xero__invoice_line_items.sql Merged PR 2349: Retrieve account for xero invoices, credit notes and sales denom mart 2024-07-18 15:47:14 +00:00
int_xero__invoices.sql propagate field to int 2024-07-08 16:31:53 +02:00
int_xero__sales_denom_mart.sql Merged PR 4224: Rework accounting aggregations for Financial Reporting 2025-01-30 10:28:49 +00:00
schema.yml Merged PR 4224: Rework accounting aggregations for Financial Reporting 2025-01-30 10:28:49 +00:00