data-dwh-dbt-project/models/reporting/xero
Oriol Roqué Paniagua 3f1e2ea1d9 Merged PR 4572: Applies logic to modify the invoicing cycle date depending on the issuing source
# Description

Hyperline invoices/credit notes have an issuing date that corresponds to the moment in which these are actually created.

This is an issue since it means that an invoice or credit note posted today, 4th March 2025, that is supposed to be related to February 2025 invoicing cycle, will have:

* If the document is posted in Hyperline, an issuing date on the March 2025
* If the document is NOT posted in Hyperline, an issuing date on February 2025

This PR just creates a field that handles the logic effectively, to be used further in other reports/kpis purposes.

# 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 11:32:52 +00:00
..
schema.yml Merged PR 4572: Applies logic to modify the invoicing cycle date depending on the issuing source 2025-03-04 11:32:52 +00:00
xero__bank_transaction_denom_mart.sql propagate transaction sign 2024-07-01 11:44:55 +02:00
xero__bank_transaction_line_items.sql reporting model 2024-06-26 11:24:34 +02:00
xero__bank_transactions.sql propagate transaction sign 2024-07-01 11:44:55 +02:00
xero__contacts.sql reporting models 2024-05-13 16:52:55 +02:00
xero__credit_note_line_items.sql Merged PR 4077: Propagate account code and account name for Xero - reporting models 2025-01-16 10:04:41 +00:00
xero__credit_notes.sql Merged PR 4568: Adds flag to identify invoices/credit notes that are posted in Hyperline 2025-03-04 10:12:03 +00:00
xero__invoice_line_items.sql Merged PR 4077: Propagate account code and account name for Xero - reporting models 2025-01-16 10:04:41 +00:00
xero__invoices.sql Merged PR 4568: Adds flag to identify invoices/credit notes that are posted in Hyperline 2025-03-04 10:12:03 +00:00
xero__net_fees.sql add proper value to waiver_items array 2024-05-29 13:23:05 +02:00
xero__net_fees_by_deal.sql Setting xero__net_fees_by_deal as per deal id, not dedicated to guesty 2024-05-30 10:00:39 +02:00
xero__sales_denom_mart.sql Merged PR 4572: Applies logic to modify the invoicing cycle date depending on the issuing source 2025-03-04 11:32:52 +00:00
xero__sales_monthly_trends.sql Merged PR 4236: Propagate contact name for reporting purposes only 2025-01-31 09:53:54 +00:00