v0.14.1 dbt_quickbooks_source

PR #72 includes the following updates:

Schema Updates

Data Model	Change Type	Old Name	New Name	Notes
stg_quickbooks__credit_card_payment_txn	New column		exchange_rate	Adds multicurrency support for credit card payment transactions for complete multicurrency financial reporting. More details in the v0.21.1 release of dbt_quickbooks.
stg_quickbooks__transfer	New columns		currency_id, exchange_rate	Adds multicurrency support for transfers for complete multicurrency financial reporting. More details in the v0.21.1 release of dbt_quickbooks.

Full Changelog: v0.14.0...v0.14.1

v0.15.0-a1 dbt_quickbooks_source

PR #66 is a pre-release that introduces the following updates.

Schema Updates

14 new models -- 14 potential breaking changes

Data Model	Change Type	Old Name	New Name	Notes
stg_quickbooks__invoice_tax_line	New Staging Model			Source: invoice_tax_line table. Disabled by default, leverage using_invoice_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__journal_entry_tax_line	New Staging Model			Source: journal_entry_tax_line table. Disabled by default, leverage using_journal_entry_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__purchase_tax_line	New Staging Model			Source: purchase_tax_line table. Disabled by default, leverage using_purchase_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__refund_receipt_tax_line	New Staging Model			Source: refund_receipt_tax_line table. Disabled by default, leverage using_refund_receipt_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__sales_receipt_tax_line	New Staging Model			Source: sales_receipt_tax_line table. Disabled by default, leverage using_sales_receipt_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__tax_agency	New Staging Model			Source: tax_agency table. Disabled by default, leverage using_tax_agency variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__tax_rate	New Staging Model			Source: tax_rate table. Disabled by default, leverage using_tax_rate variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__invoice_tax_line_tmp	New Temp Model			Source: invoice_tax_line table. Enabled by default, leverage using_invoice_tax_line variable in dbt_project.yml to disable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__journal_entry_tax_line_tmp	New Temp Model			Source: journal_entry_tax_line table. Disabled by default, leverage using_journal_entry_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__purchase_tax_line_tmp	New Temp Model			Source: purchase_tax_line table. Disabled by default, leverage using_purchase_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__refund_receipt_tax_line_tmp	New Temp Model			Source: refund_receipt_tax_line table. Disabled by default, leverage using_refund_receipt_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__sales_receipt_tax_line_tmp	New Temp Model			Source: sales_receipt_tax_line table. Disabled by default, leverage using_sales_receipt_tax_line variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__tax_agency_tmp	New Temp Model			Source: tax_agency table. Disabled by default, leverage using_tax_agency variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)
stg_quickbooks__tax_rate_tmp	New Temp Model			Source: tax_rate table. Disabled by default, leverage using_tax_rate variable in dbt_project.yml to enable. (This will be dynamically handled for Quickstart users.)

Under the Hood

• Created new seed files for the above source tables to test and validate new models work as expected.
• Updated run_models.sh to execute for when the new variables are enabled.
• Updated src_quickbooks.yml with their default variable configurations.
• Removed redundant default variable configs from the dbt_project.yml.

Documentation Update

• Updated the README to include the enable/disable variable configurations introduced in the above models.

Full Changelog: v0.14.0...v0.15.0-a1

v0.14.0 dbt_quickbooks_source

PR #70 includes the following updates:

dbt Fusion Compatibility Updates

• Updated package to maintain compatibility with dbt-core versions both before and after v1.10.6, which introduced a breaking change to multi-argument test syntax (e.g., unique_combination_of_columns).
• Temporarily removed unsupported tests to avoid errors and ensure smoother upgrades across different dbt-core versions. These tests will be reintroduced once a safe migration path is available.
  • Removed all dbt_utils.unique_combination_of_columns tests.
  • Removed all accepted_values tests.
  • Moved loaded_at_field: _fivetran_synced under the config: block in src_quickbooks_source.yml.

Under the Hood

• Updated conditions in .github/workflows/auto-release.yml.
• Added .github/workflows/generate-docs.yml.

Full Changelog: v0.13.0...v0.14.0

v0.13.0 dbt_quickbooks_source

PR #64 includes the following updates:

Breaking Change for dbt Core < 1.9.6

Note: This is not relevant to Fivetran Quickstart users.

Migrated freshness from a top-level source property to a source config in alignment with recent updates from dbt Core. This will resolve the following deprecation warning that users running dbt >= 1.9.6 may have received:

[WARNING]: Deprecated functionality
Found `freshness` as a top-level property of `quickbooks` in file
`models/src_quickbooks.yml`. The `freshness` top-level property should be moved
into the `config` of `quickbooks`.

IMPORTANT: Users running dbt Core < 1.9.6 will not be able to utilize freshness tests in this release or any subsequent releases, as older versions of dbt will not recognize freshness as a source config and therefore not run the tests.

If you are using dbt Core < 1.9.6 and want to continue running QuickBooks freshness tests, please elect one of the following options:

1. (Recommended) Upgrade to dbt Core >= 1.9.6
2. Do not upgrade your installed version of the quickbooks_source package. Pin your dependency on v0.12.1 in your packages.yml file.
3. Utilize a dbt override to overwrite the package's quickbooks source and apply freshness via the previous release top-level property route. This will require you to copy and paste the entirety of the previous release src_quickbooks.yml file and add an overrides: quickbooks_source property.

Under the Hood

• Updates to ensure integration tests use latest version of dbt.

Full Changelog: v0.12.1...v0.13.0

v0.12.1 dbt_quickbooks_source

Documentation

• Corrected references to connectors and connections in the README. (#60)

Under the Hood

• Prepends materialized configs in the package's dbt_project.yml file with + to improve compatibility with the newer versions of dbt-core starting with v1.10.0. (PR #62)
• Updates the package maintainer pull request template. (PR #63)

Contributors

• @b-per (PR #62)

Full Changelog: v0.12.0...v0.12.1

v0.12.0 dbt_quickbooks_source

PR #58 introduces the following updates:

Breaking Changes

• Introduced the following timestamp fields to the listed stg_quickbooks__* models to better analyze real-time transaction data:
  • created_at: bill, bill_payment, credit_memo, invoice, payment, transfer
  • updated_at: bill, bill_payment, credit_memo, deposit, invoice, journal_entry, payment, purchase, refund_receipt, sales_receipt, transfer, vendor_credit
• These new fields are incorporated in the dbt_quickbooks package's quickbooks__general_ledger model via the *_double_entry intermediate models. You can learn more about these changes in the v0.17.0 release of the dbt_quickbooks package.
• As this introduces new columns to our staging models and changes our schema, this is a breaking change.

Full Changelog: v0.11.0...v0.12.0

v0.11.0 dbt_quickbooks_source

PR #57 introduces the following updates:

Breaking Changes

• We are currently bringing in records that have previously been deleted, which could be impacting reporting accuracy. Thus, we introduced the _fivetran_deleted field to filter out these records from the following staging models:
  • stg_quickbooks__account
  • stg_quickbooks__bundle
  • stg_quickbooks__customer
  • stg_quickbooks__department
  • stg_quickbooks__item
  • stg_quickbooks__vendor
• As this will filter out deleted records that were previously being counted and we are adding a new field to these staging models, this will be a breaking change here and in dbt_quickbooks.

Documentation Updates

• Added the _fivetran_deleted field to src_quickbooks and stg_quickbook yml documentation.
• Added the _fivetran_deleted field to the above corresponding seed files in integration tests.

Contibutors

• @brandonrf94 (PR #56)

Full Changelog: v0.10.1...v0.11.0

v0.10.1 dbt_quickbooks_source

PR #53 introduces the following updates:

🎉 Feature Update 🎉

• Added the following fields to support the new multicurrency feature in the v0.14.0 release of the dbt_quickbooks package:
  • home_total_amount, into stg_quickbooks__deposit.
  • exchange_rate, into stg_quickbooks__estimate.

🚘 Under the Hood 🚘

• Included auto-releaser GitHub Actions workflow to automate future releases.
• Updated the maintainer PR template to resemble the most up to date format.
• Removed the check docs GitHub Action as it is no longer necessary.

Documentation Update

• Added exchange_rate and home_total_amount fields and descriptions into the relevant yml documents.

Full Changelog: v0.10.0...v0.10.1

v0.10.0 dbt_quickbooks_source

🚨 Breaking Change 🚨 :

PR #51 includes the following updates:

🚘 Under the Hood

• Explicitly casts *_date fields as date type (due_date, transaction_date). Previously, some fields were getting interpreted as timestamps while some were interpreted as dates, leading to errors on downstream joins.
• Updated seed files to correct timestamp formats.

This will be a breaking change to those whose source tables still use the old timestamp formats, so please update your package version accordingly.

Full Changelog: v0.9.1...v0.10.0

v0.9.1 dbt_quickbooks_source

PR #49 includes the following updates:

🎉 Features

• Added description for column source_relation to the documentation.

🚘 Under the Hood

• Updated partitioning in stg_quickbooks__credit_card_payment_txn to include source_relation.

Full Changelog: v0.9.0...v0.9.1