data-dwh-dbt-project/models/reporting
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
..
athena change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
check_in_hero cih monthly fee to reporting 2025-01-21 12:37:50 +01:00
core PMS in new dash reporting 2025-01-21 10:12:46 +01:00
edeposit change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
general Added ratios to deal models 2025-01-24 14:47:41 +01:00
kpis change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
screen_and_protect change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
xero Merged PR 4224: Rework accounting aggregations for Financial Reporting 2025-01-30 10:28:49 +00:00
exposures.yml update exposures 2025-01-23 08:50:13 +01:00