data-dwh-dbt-project/models/reporting/xero/xero__net_fees_by_deal.sql

56 lines
2.3 KiB
SQL

{% set relevant_document_statuses = "('PAID', 'AUTHORISED')" %}
{% set guesty_id_deal = "('17814677813')" %}
with
xero__invoices as (select * from {{ ref("xero__invoices") }}),
xero__credit_notes as (select * from {{ ref("xero__credit_notes") }}),
xero__contacts as (select * from {{ ref("xero__contacts") }}),
fees_invoiced as (
select
cast(
date_trunc('month', i.invoice_issued_date_utc) as date
) as invoice_issued_year_month,
case
when c.id_deal in {{ guesty_id_deal }} then 'guesty_fees' else null
end as fee_deal,
sum(i.total_amount_wo_tax_in_gbp) as fees_invoiced
from xero__invoices i
left join xero__contacts c on i.id_contact = c.id_contact
where
i.invoice_status in {{ relevant_document_statuses }}
and (c.id_deal in {{ guesty_id_deal }})
group by
date_trunc('month', i.invoice_issued_date_utc),
case when c.id_deal in {{ guesty_id_deal }} then 'guesty_fees' else null end
),
fees_credited as (
select
cast(
date_trunc('month', cn.credit_note_issued_at_utc) as date
) as credit_note_issued_year_month,
case
when c.id_deal in {{ guesty_id_deal }} then 'guesty_fees' else null
end as fee_deal,
sum(cn.subtotal_in_gbp) as fees_credited
from xero__credit_notes cn
left join xero__contacts c on cn.id_contact = c.id_contact
where
cn.credit_note_status in {{ relevant_document_statuses }}
and (c.id_deal in {{ guesty_id_deal }})
group by
date_trunc('month', cn.credit_note_issued_at_utc),
case when c.id_deal in {{ guesty_id_deal }} then 'guesty_fees' else null end
)
select
coalesce(
i.invoice_issued_year_month, c.credit_note_issued_year_month
) as issued_year_month,
coalesce(i.fee_deal, c.fee_deal) as fee_deal,
coalesce(i.fees_invoiced, 0) as fees_invoiced_in_gbp,
coalesce(c.fees_credited, 0) as fees_credited_in_gbp,
(coalesce(i.fees_invoiced, 0) - coalesce(c.fees_credited, 0)) as net_fees_in_gbp
from fees_invoiced i
full outer join
fees_credited c
on i.invoice_issued_year_month = c.credit_note_issued_year_month
and i.fee_deal = c.fee_deal