36 lines
1.4 KiB
SQL
36 lines
1.4 KiB
SQL
{% set pending_transactions = "('AUTHORISED')" %}
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with
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int_xero__invoices as (select * from {{ ref("int_xero__invoices") }}),
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int_xero__credit_notes as (select * from {{ ref("int_xero__credit_notes") }}),
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int_xero__contacts as (select * from {{ ref("int_xero__contacts") }}),
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amount_due_deals as (
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select
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c.id_contact as id_contact,
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c.id_deal as id_deal,
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c.contact_name as contact_name,
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i.total_due_in_gbp
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from int_xero__invoices i
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inner join int_xero__contacts c on c.id_contact = i.id_contact
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where i.invoice_status = {{ pending_transactions }} and c.id_deal is not null
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union all
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select c.id_contact, c.id_deal, c.contact_name, cn.remaining_credit_in_gbp * -1
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from int_xero__credit_notes cn
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inner join int_xero__contacts c on c.id_contact = cn.id_contact
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where
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cn.credit_note_status = {{ pending_transactions }} and c.id_deal is not null
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)
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select
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id_contact,
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id_deal,
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contact_name,
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sum(coalesce(total_due_in_gbp, 0)) as total_due_amount_in_gbp,
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case
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when sum(coalesce(total_due_in_gbp, 0)) < 0
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then 'Outstanding Resolutions'
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when sum(coalesce(total_due_in_gbp, 0)) > 0
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then 'Outstanding Invoices'
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else null
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end as outstanding_type
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from amount_due_deals
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group by id_contact, id_deal, contact_name
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