talk-to-data-case-study/mart_quotes_semantic.yml

{{
    config(
        materialized='snowflake_semantic_view'    )
}}
name: SV_CUSTOMER_QUOTATION_SEMANTIC
description: Semantic view for customer quotation analysis via AI-powered chatbot

tables:
  - name: trf_quote_mart
    description: Customer quotation items with product portfolio classification and sales team metadata. Designed for LLM consumption via chatbot and BI interfaces.
    base_table: {{ ref('trf_quote_mart') }}

    dimensions:
      - name: quote_id
        description: Unique quotation identifier. Links quotation header to line items.
        expr: quote_id
        data_type: TEXT
        synonyms:
          - quotation number
          - quote number
          - document number

      - name: quote_line_item
        description: Line item sequence within quotation.
        expr: quote_line_item
        data_type: TEXT
        synonyms:
          - item number
          - line number

      - name: portfolio_code
        description: Product portfolio classification for grouping related offerings.
        expr: portfolio_code
        data_type: TEXT
        synonyms:
          - product category
          - portfolio element
          - offering type

      - name: portfolio_name
        description: Human-readable portfolio name (e.g., Data Integration, Automation, Security).
        expr: portfolio_name
        data_type: TEXT
        synonyms:
          - portfolio name
          - offering name
          - product line

      - name: material_code
        description: Product/service identifier. Maps to catalog in source system.
        expr: material_code
        data_type: TEXT
        synonyms:
          - product code
          - material number
          - SKU

      - name: material_description
        description: Product/service short name for quotation display.
        expr: material_description
        data_type: TEXT
        synonyms:
          - product description
          - offering description

      - name: customer_id
        description: Customer account identifier.
        expr: customer_id
        data_type: TEXT
        synonyms:
          - customer code
          - account number

      - name: customer_name
        description: Customer account name.
        expr: customer_name
        data_type: TEXT
        synonyms:
          - account name
          - customer name

      - name: sales_person
        description: Sales representative responsible for quotation.
        expr: sales_person
        data_type: TEXT
        synonyms:
          - salesperson
          - account owner
          - representative

      - name: quote_date
        description: Quotation creation date.
        expr: quote_date
        data_type: TEXT
        synonyms:
          - creation date
          - date
          - issued date

    facts:
      - name: quantity
        description: Quantity of product/service quoted.
        expr: quantity
        data_type: NUMBER
        synonyms:
          - qty
          - volume

      - name: net_value
        description: Net value of quotation line item (after base pricing, before discounts).
        expr: net_value
        data_type: NUMBER
        synonyms:
          - price
          - value
          - amount

      - name: discount_hierarchy_pct
        description: Hierarchy-based discount percentage (based on customer category).
        expr: discount_hierarchy_pct
        data_type: NUMBER
        synonyms:
          - hierarchy discount
          - tier discount

      - name: discount_customer_pct
        description: Customer-specific negotiated discount percentage.
        expr: discount_customer_pct
        data_type: NUMBER
        synonyms:
          - customer discount
          - negotiated discount

      - name: discount_agreement_pct
        description: Agreement or contract-based discount percentage.
        expr: discount_agreement_pct
        data_type: NUMBER
        synonyms:
          - agreement discount
          - contract discount

      - name: discount_total_pct
        description: Total applied discount across all conditions.
        expr: discount_total_pct
        data_type: NUMBER
        synonyms:
          - total discount
          - effective discount

      - name: discount_ceiling_pct
        description: Maximum allowed discount policy ceiling.
        expr: discount_ceiling_pct
        data_type: NUMBER
        synonyms:
          - discount limit
          - max discount
          - LOA ceiling

      - name: discount_above_ceiling
        description: Percentage points of discount exceeding policy ceiling (governance flag).
        expr: discount_above_ceiling
        data_type: NUMBER
        synonyms:
          - above limit
          - exception discount