Build something that is not there yet
Generate the revenue-recognition schedule and deferred-revenue roll-forward from contracts
- When contracts, invoices, and recognized revenue live in three systems and the deferred-revenue roll-forward doesn't tie.
- When a contract modification changed the recognition pattern partway through and the schedule wasn't rebuilt.
Build the monthly recognition schedule by performance obligation and the deferred-revenue roll-forward from contract lines, invoices, and the agreed recognition patterns. Covers the schedule and its roll-forward tie-out, not the recognition policy itself, which must be supplied.
Sample This Recipe has not been materialized in the Cookbook repository yet. Its trigger, description, prompt, agent guidance and acceptance conditions, and the explanation below, are prototype drafts. Its name, job, area and readiness come from the reconciled Cookbook seed snapshot. Readiness is a separate question from this one: it says whether the capability exists, not whether the writing has been reviewed.
Use this Recipe
Use the VibeData Recipe `finance-revenue-recognition` at https://getvibedata.ai/cookbook/finance-revenue-recognition Read the Recipe and execute it in the context of the current Intent.
Recipe id finance-revenue-recognition · Not yet materialized in the Cookbook repository, so the pointer addresses this page.
Verified by
What has to be observably true before this Recipe is finished.
- the roll-forward ties every period (opening plus billings minus recognized equals closing)
- recognized revenue never exceeds the contract's total value on any obligation
- one contract's schedule reproduces finance's own calculation for the agreed test contract
- a contract modification updates the forward schedule without altering revenue already recognized
Recipe promptThe task specification the agent reads. Reference only — it is not what you copy.
Deliver: Generate the revenue-recognition schedule and deferred-revenue roll-forward from contracts. Build the monthly recognition schedule by performance obligation and the deferred-revenue roll-forward from contract lines, invoices, and the agreed recognition patterns. Covers the schedule and its roll-forward tie-out, not the recognition policy itself, which must be supplied. Execute inside the current Intent. Its Domain, repository, platform, environment and attached sources are the context for this work — read them rather than asking for them. The work is done when: - the roll-forward ties every period (opening plus billings minus recognized equals closing) - recognized revenue never exceeds the contract's total value on any obligation - one contract's schedule reproduces finance's own calculation for the agreed test contract - a contract modification updates the forward schedule without altering revenue already recognized Report the evidence for each condition above with the result. A condition you cannot meet is something to say, not something to work around.
Agent guidanceHow the agent approaches the work, and what it will not do.
Profile the inputs the grain, joins and measures actually depend on before proposing a model. Put the design up for review — grain first — then build in an isolated copy with tests and documentation landing beside the model rather than after it.
Composes
- dbt model authoring and layering
- dbt in the project
- isolated-copy execution and gate verification
Asks first
Semantic decisions the Intent cannot supply. Never context Studio already holds.
- which Fabric target this work lands on, when the Domain carries both a Lakehouse and a Warehouse
- the grain the requester expects, where the request leaves it open to more than one reading
Guardrails
- Build in an isolated copy. Production is read, never written.
What you need
- Microsoft Fabric Lakehouse, Microsoft Fabric Warehouse, MotherDuck, or DuckDB.
- A dbt project you can build, and read access to the models it starts from.
- dbt in the project, or the intent to add it.
- Needs the recognition pattern and policy owner named before the build starts.
How it goes
- State the outcome in one sentence, in the language the request arrived in.
- Let it profile the inputs the grain, the joins and the measures actually depend on.
- Review the design. Disagreeing about grain here costs a sentence; after the model exists it costs a rewrite.
- Let it build in an isolated copy, with the tests and the documentation landing beside the model rather than after it.
- Read the acceptance conditions against the run.
What you end up with
The deliverable, in your own repository, as transformation work a reviewer who knows the project reads as native to it. Alongside it, the evidence for every one of the acceptance conditions above — which is the part that is still there in three weeks when somebody asks.