52d3e870d2
Use clean generic names instead of repeated redaction placeholders.\n\nCo-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
112 lines
3.2 KiB
SQL
112 lines
3.2 KiB
SQL
{{
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config(
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materialized='table',
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database=target.database,
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schema='transform',
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tags=['semantic_layer', 'chatbot']
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)
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}}
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with source_quotes as (
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select
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quote_id,
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line_item,
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customer_id,
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material_id,
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quantity,
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net_value,
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quote_date,
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sales_person_id,
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source_timestamp
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from source_quotes
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where quote_date >= dateadd(day, -1, current_date())
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),
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enrich_product_portfolio as (
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select
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sq.quote_id,
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sq.line_item,
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sq.customer_id,
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sq.material_id,
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sq.quantity,
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sq.net_value,
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sq.quote_date,
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sq.sales_person_id,
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/* Product portfolio classification */
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case
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when sq.material_id like 'DI-%' then 'data-integration'
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when sq.material_id like 'AU-%' then 'automation'
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when sq.material_id like 'CO-%' then 'connectivity'
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else 'other'
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end as portfolio_code,
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pm.portfolio_name,
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pm.portfolio_category,
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pm.material_description
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from source_quotes sq
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left join {{ ref('dim_product_master') }} pm
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on sq.material_id = pm.material_id
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),
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calculate_discounts as (
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select
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epf.*,
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/* Discount hierarchy: customer segment -> discount tier */
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coalesce(cd.discount_tier_pct, 0) as discount_hierarchy_pct,
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/* Customer-specific negotiated discount */
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coalesce(cd.customer_discount_pct, 0) as discount_customer_pct,
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/* Agreement-based discounts (volume, multi-year, etc.) */
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coalesce(ca.agreement_discount_pct, 0) as discount_agreement_pct,
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/* Maximum allowed discount (governance constraint) */
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cd.discount_ceiling_pct,
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/* Total discount calculation */
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coalesce(cd.discount_tier_pct, 0) +
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coalesce(cd.customer_discount_pct, 0) +
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coalesce(ca.agreement_discount_pct, 0) as discount_total_pct
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from enrich_product_portfolio epf
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left join {{ ref('dim_customer_discount_policy') }} cd
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on epf.customer_id = cd.customer_id
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and epf.portfolio_code = cd.portfolio_code
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left join {{ ref('fct_agreement_discounts') }} ca
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on epf.customer_id = ca.customer_id
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and epf.material_id = ca.material_id
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),
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governance_flags as (
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select
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cd.*,
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/* Flag: discount exceeds policy maximum */
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case
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when cd.discount_total_pct > cd.discount_ceiling_pct
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then cd.discount_total_pct - cd.discount_ceiling_pct
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else 0
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end as discount_above_ceiling,
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/* Governance indicator: quote ready for human review */
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case
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when cd.discount_total_pct > cd.discount_ceiling_pct then 1
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else 0
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end as requires_exception_approval
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from calculate_discounts cd
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)
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select
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quote_id,
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line_item,
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customer_id,
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material_id,
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portfolio_code,
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portfolio_name,
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material_description,
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quantity,
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net_value,
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discount_hierarchy_pct,
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discount_customer_pct,
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discount_agreement_pct,
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discount_total_pct,
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discount_ceiling_pct,
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discount_above_ceiling,
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requires_exception_approval,
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quote_date,
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sales_person_id,
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current_timestamp() as dbt_loaded_at
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from governance_flags
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