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# The aiimi Data Product
## Maintained by: The aiimi Data Engineers
## Table overview
| Entity ID | Entity Name | Description | Entity Type | Primary Key(s) |
|-----------|-------------|-------------|-------------|----------------|
| 1 | transactions | Transaction Fact Table One line per transaction, but only transactions that have actually happened. | gold | transaction_id |
| 2 | scheduled_transactions | Scheduled Transaction Fact Table One line per transaction, but only transactions that have not actually happened. | gold | scheduled_transaction_id |
| 3 | accounts | Accounts Dimension Table Holds all the information relating to an account, type 1, 1 line per account. | gold | account_id |
| 4 | categories | Categories Dimension Table Holds all the information relating to a category, type 1, 1 line per category. | gold | category_id |
| 5 | payees | Payees Dimension Table Holds all the information relating to a payee, type 1, 1 line per payee. | gold | payee_id |
| 6 | dates | Good old fashioned Date Dimension | gold | date_id |
| 7 | accounts | Silver Accounts Table Other random information. | silver | |
| 8 | categories | Silver Categories Table Other random information. | silver | |
| 9 | payees | Silver Payees Table Other random information. | silver | |
| 10 | scheduled_transactions | Silver Scheduled Transactions Table Other random information. | silver | |
| 11 | transactions | Silver Transactions Table Other random information. | silver | |
| 12 | accounts | | bronze | |
| 13 | categories | | bronze | |
| 14 | payees | | bronze | |
| 15 | scheduled_transactions | | bronze | |
| 16 | transactions | | bronze | |
## Entity Relationship Diagram
```mermaid
erDiagram
transactions {
string transaction_id PK
int account_id
int category_id
int payee_id
int date_id
decimal amount
boolean cleared
boolean approved
boolean deleted
string memo
string flag_color
string transfer_account_id
}
scheduled_transactions {
int scheduled_transaction_id PK
int account_id
int category_id
int payee_id
str date_first
str date_next
decimal amount
string frequency
boolean deleted
text memo
string flag_color
str transfer_account_id
}
accounts {
int account_id PK
string account_name
string account_type
boolean on_budget
boolean closed
text note
decimal balance
decimal cleared_balance
decimal uncleared_balance
boolean deleted
}
categories {
int category_id PK
string category_name
string category_group_name
boolean hidden
text note
decimal budgeted
decimal activity
decimal balance
boolean deleted
}
payees {
int payee_id PK
string payee_name
boolean deleted
}
dates {
string date_id PK
date date
int year
int month
int day
boolean is_weekday
int weekday
}
scheduled_transactions ||--|| payees : "payee_id"
transactions ||--|| categories : "category_id"
scheduled_transactions ||--|| accounts : "account_id"
transactions ||--|| dates : "date_id"
scheduled_transactions ||--|| categories : "category_id"
transactions ||--|| payees : "payee_id"
transactions ||--|| accounts : "account_id"
```
## Lineage Report
```mermaid
%%{init: {"flowchart": {"defaultRenderer": "elk"}} }%%
flowchart LR
1[1 gold transactions]
2[2 gold scheduled_transactions]
3[3 gold accounts]
4[4 gold categories]
5[5 gold payees]
6[6 gold dates]
7[7 silver accounts]
8[8 silver categories]
9[9 silver payees]
10[10 silver scheduled_transactions]
11[11 silver transactions]
12[12 bronze accounts]
13[13 bronze categories]
14[14 bronze payees]
15[15 bronze scheduled_transactions]
16[16 bronze transactions]
11 --> 1
10 --> 2
7 --> 3
8 --> 4
9 --> 5
12 --> 7
13 --> 8
14 --> 9
15 --> 10
16 --> 11
```
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product_name: The aiimi Data Product
responsible_team: The aiimi Data Engineers
entities:
- entity_name: transactions
entity_id: 1
entity_type: gold
entity_columns:
- column_name: transaction_id
is_pk: True
datatype: string
- column_name: account_id
is_pk: False
datatype: int
- column_name: category_id
is_pk: False
datatype: int
- column_name: payee_id
is_pk: False
datatype: int
- column_name: date_id
is_pk: False
datatype: int
- column_name: amount
is_pk: False
datatype: decimal
- column_name: cleared
is_pk: False
datatype: boolean
- column_name: approved
is_pk: False
datatype: boolean
- column_name: deleted
is_pk: False
datatype: boolean
- column_name: memo
is_pk: False
datatype: string
- column_name: flag_color
is_pk: False
datatype: string
- column_name: transfer_account_id
is_pk: False
datatype: string
entity_dependencies:
- 11
entity_description: >-
Transaction Fact Table
One line per transaction, but only transactions that have actually happened.
- entity_name: scheduled_transactions
entity_id: 2
entity_type: gold
entity_columns:
- column_name: scheduled_transaction_id
is_pk: True
datatype: int
- column_name: account_id
is_pk: False
datatype: int
- column_name: category_id
is_pk: False
datatype: int
- column_name: payee_id
is_pk: False
datatype: int
- column_name: date_first
is_pk: False
datatype: str
- column_name: date_next
is_pk: False
datatype: str
- column_name: amount
is_pk: False
datatype: decimal
- column_name: frequency
is_pk: False
datatype: string
- column_name: deleted
is_pk: False
datatype: boolean
- column_name: memo
is_pk: False
datatype: text
- column_name: flag_color
is_pk: False
datatype: string
- column_name: transfer_account_id
is_pk: False
datatype: str
entity_dependencies:
- 10
entity_description: >-
Scheduled Transaction Fact Table
One line per transaction, but only transactions that have not actually happened.
- entity_name: accounts
entity_id: 3
entity_type: gold
entity_columns:
- column_name: account_id
is_pk: True
datatype: int
- column_name: account_name
is_pk: False
datatype: string
- column_name: account_type
is_pk: False
datatype: string
- column_name: on_budget
is_pk: False
datatype: boolean
- column_name: closed
is_pk: False
datatype: boolean
- column_name: note
is_pk: False
datatype: text
- column_name: balance
is_pk: False
datatype: decimal
- column_name: cleared_balance
is_pk: False
datatype: decimal
- column_name: uncleared_balance
is_pk: False
datatype: decimal
- column_name: deleted
is_pk: False
datatype: boolean
entity_dependencies:
- 7
entity_description: >-
Accounts Dimension Table
Holds all the information relating to an account, type 1, 1 line per account.
- entity_name: categories
entity_id: 4
entity_type: gold
entity_columns:
- column_name: category_id
is_pk: True
datatype: int
- column_name: category_name
is_pk: False
datatype: string
- column_name: category_group_name
is_pk: False
datatype: string
- column_name: hidden
is_pk: False
datatype: boolean
- column_name: note
is_pk: False
datatype: text
- column_name: budgeted
is_pk: False
datatype: decimal
- column_name: activity
is_pk: False
datatype: decimal
- column_name: balance
is_pk: False
datatype: decimal
- column_name: deleted
is_pk: False
datatype: boolean
entity_dependencies:
- 8
entity_description: >-
Categories Dimension Table
Holds all the information relating to a category, type 1, 1 line per category.
- entity_name: payees
entity_id: 5
entity_type: gold
entity_columns:
- column_name: payee_id
is_pk: True
datatype: int
- column_name: payee_name
is_pk: False
datatype: string
- column_name: deleted
is_pk: False
datatype: boolean
entity_dependencies:
- 9
entity_description: >-
Payees Dimension Table
Holds all the information relating to a payee, type 1, 1 line per payee.
- entity_name: dates
entity_id: 6
entity_type: gold
entity_columns:
- column_name: date_id
is_pk: True
datatype: string
- column_name: date
is_pk: False
datatype: date
- column_name: year
is_pk: False
datatype: int
- column_name: month
is_pk: False
datatype: int
- column_name: day
is_pk: False
datatype: int
- column_name: is_weekday
is_pk: False
datatype: boolean
- column_name: weekday
is_pk: False
datatype: int
entity_description: >-
Good old fashioned Date Dimension
- entity_name: accounts
entity_id: 7
entity_type: silver
entity_columns:
- column_name: id
is_pk: False
datatype: String
- column_name: name
is_pk: False
datatype: String
- column_name: type
is_pk: False
datatype: String
- column_name: on_budget
is_pk: False
datatype: Boolean
- column_name: closed
is_pk: False
datatype: Boolean
- column_name: note
is_pk: False
datatype: String
- column_name: balance
is_pk: False
datatype: Int64
- column_name: cleared_balance
is_pk: False
datatype: Int64
- column_name: uncleared_balance
is_pk: False
datatype: Int64
- column_name: transfer_payee_id
is_pk: False
datatype: String
- column_name: direct_import_linked
is_pk: False
datatype: Boolean
- column_name: direct_import_in_error
is_pk: False
datatype: Boolean
- column_name: last_reconciled_at
is_pk: False
datatype: String
- column_name: deleted
is_pk: False
datatype: Boolean
- column_name: ingestion_date
is_pk: False
datatype: Date
entity_dependencies:
- 12
entity_description: >-
Silver Accounts Table
Other random information.
- entity_name: categories
entity_id: 8
entity_type: silver
entity_columns:
- column_name: id
is_pk: False
datatype: String
- column_name: category_group_id
is_pk: False
datatype: String
- column_name: category_group_name
is_pk: False
datatype: String
- column_name: name
is_pk: False
datatype: String
- column_name: hidden
is_pk: False
datatype: Boolean
- column_name: original_category_group_id
is_pk: False
datatype: Null
- column_name: note
is_pk: False
datatype: String
- column_name: budgeted
is_pk: False
datatype: Int64
- column_name: activity
is_pk: False
datatype: Int64
- column_name: balance
is_pk: False
datatype: Int64
- column_name: goal_type
is_pk: False
datatype: String
- column_name: goal_needs_whole_amount
is_pk: False
datatype: Boolean
- column_name: goal_day
is_pk: False
datatype: Int64
- column_name: goal_cadence
is_pk: False
datatype: Int64
- column_name: goal_cadence_frequency
is_pk: False
datatype: Int64
- column_name: goal_creation_month
is_pk: False
datatype: String
- column_name: goal_target
is_pk: False
datatype: Int64
- column_name: goal_target_month
is_pk: False
datatype: String
- column_name: goal_percentage_complete
is_pk: False
datatype: Int64
- column_name: goal_months_to_budget
is_pk: False
datatype: Int64
- column_name: goal_under_funded
is_pk: False
datatype: Int64
- column_name: goal_overall_funded
is_pk: False
datatype: Int64
- column_name: goal_overall_left
is_pk: False
datatype: Int64
- column_name: deleted
is_pk: False
datatype: Boolean
- column_name: ingestion_date
is_pk: False
datatype: Date
entity_dependencies:
- 13
entity_description: >-
Silver Categories Table
Other random information.
- entity_name: payees
entity_id: 9
entity_type: silver
entity_columns:
- column_name: id
is_pk: False
datatype: String
- column_name: name
is_pk: False
datatype: String
- column_name: transfer_account_id
is_pk: False
datatype: String
- column_name: deleted
is_pk: False
datatype: Boolean
- column_name: ingestion_date
is_pk: False
datatype: Date
entity_dependencies:
- 14
entity_description: >-
Silver Payees Table
Other random information.
- entity_name: scheduled_transactions
entity_id: 10
entity_type: silver
entity_columns:
- column_name: id
is_pk: False
datatype: String
- column_name: date_first
is_pk: False
datatype: String
- column_name: date_next
is_pk: False
datatype: String
- column_name: frequency
is_pk: False
datatype: String
- column_name: amount
is_pk: False
datatype: Int64
- column_name: memo
is_pk: False
datatype: Null
- column_name: flag_color
is_pk: False
datatype: Null
- column_name: flag_name
is_pk: False
datatype: Null
- column_name: account_id
is_pk: False
datatype: String
- column_name: account_name
is_pk: False
datatype: String
- column_name: payee_id
is_pk: False
datatype: String
- column_name: payee_name
is_pk: False
datatype: String
- column_name: category_id
is_pk: False
datatype: String
- column_name: category_name
is_pk: False
datatype: String
- column_name: transfer_account_id
is_pk: False
datatype: Null
- column_name: deleted
is_pk: False
datatype: Boolean
- column_name: subtransactions
is_pk: False
datatype: List(Null)
- column_name: ingestion_date
is_pk: False
datatype: Date
entity_dependencies:
- 15
entity_description: >-
Silver Scheduled Transactions Table
Other random information.
- entity_name: transactions
entity_id: 11
entity_type: silver
entity_columns:
- column_name: id
is_pk: False
datatype: String
- column_name: date
is_pk: False
datatype: String
- column_name: amount
is_pk: False
datatype: Int64
- column_name: memo
is_pk: False
datatype: String
- column_name: cleared
is_pk: False
datatype: String
- column_name: approved
is_pk: False
datatype: Boolean
- column_name: flag_color
is_pk: False
datatype: Null
- column_name: flag_name
is_pk: False
datatype: Null
- column_name: account_id
is_pk: False
datatype: String
- column_name: account_name
is_pk: False
datatype: String
- column_name: payee_id
is_pk: False
datatype: String
- column_name: payee_name
is_pk: False
datatype: String
- column_name: category_id
is_pk: False
datatype: String
- column_name: category_name
is_pk: False
datatype: String
- column_name: transfer_account_id
is_pk: False
datatype: String
- column_name: transfer_transaction_id
is_pk: False
datatype: String
- column_name: matched_transaction_id
is_pk: False
datatype: String
- column_name: import_id
is_pk: False
datatype: String
- column_name: import_payee_name
is_pk: False
datatype: String
- column_name: import_payee_name_original
is_pk: False
datatype: String
- column_name: deleted
is_pk: False
datatype: Boolean
- column_name: subtransactions
is_pk: False
datatype: List(Null)
- column_name: ingestion_date
is_pk: False
datatype: Date
entity_dependencies:
- 16
entity_description: >-
Silver Transactions Table
Other random information.
- entity_name: accounts
entity_id: 12
entity_type: bronze
- entity_name: categories
entity_id: 13
entity_type: bronze
- entity_name: payees
entity_id: 14
entity_type: bronze
- entity_name: scheduled_transactions
entity_id: 15
entity_type: bronze
- entity_name: transactions
entity_id: 16
entity_type: bronze
other_relationships:
- entity_name: other_transactions
entity_id: 21
entity_type: gold
entity_dependencies:
- 22
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- release_number: 0.0.3
release_date: 2025-03-12
changes:
- added fhj table
- changed column a in 372 table
- release_number: 0.0.2
release_date: 2025-03-07
changes:
- added abc table
- changed column a in 678 table
- release_number: 0.0.1
release_date: 2025-03-03
changes:
- added xyz table
- changed column a in 123 table