Merge pull request #53 from fivetran/feature/add-home-total-amount-to…

…-deposit

Feature: Add `home_total_amount` to the `stg_quickbooks__deposit` model

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -83,6 +83,6 @@ body:
       description: Our team will assess this issue and let you know if we will add it to a future sprint. However, if you would like to expedite the solution, we encourage you to contribute to the package via a PR. Our team will then work with you to approve and merge your contributions as soon as possible.
       options:
         - label: Yes.
-        - label: Yes, but I will need assistance and will schedule time during our [office hours](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) for guidance
+        - label: Yes, but I will probably need assistance.
         - label: No.
           required: false

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -34,7 +34,7 @@ body:
       description: Our team will assess this feature and let you know if we will add it to a future sprint. However, if you would like to expedite the feature, we encourage you to contribute to the package via a PR. Our team will then work with you to approve and merge your contributions as soon as possible.
       options:
         - label: Yes.
-        - label: Yes, but I will need assistance and will schedule time during your [office hours](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) for guidance.
+        - label: Yes, but I will probably need assistance.
         - label: No.
           required: false
   - type: textarea

.github/PULL_REQUEST_TEMPLATE/maintainer_pull_request_template.md

@@ -4,48 +4,27 @@
 **This PR will result in the following new package version:**
 <!--- Please add details around your decision for breaking vs non-breaking version upgrade. If this is a breaking change, were backwards-compatible options explored? -->
 
-**Please detail what change(s) this PR introduces and any additional information that should be known during the review of this PR:**
+**Please provide the finalized CHANGELOG entry which details the relevant changes included in this PR:**
+<!--- Copy/paste the CHANGELOG for this version below. -->
 
 ## PR Checklist
 ### Basic Validation
 Please acknowledge that you have successfully performed the following commands locally:
-- [ ] dbt compile
-- [ ] dbt run –full-refresh
-- [ ] dbt run
-- [ ] dbt test
-- [ ] dbt run –vars (if applicable)
+- [ ] dbt run –full-refresh && dbt test
+- [ ] dbt run (if incremental models are present) && dbt test
 
 Before marking this PR as "ready for review" the following have been applied:
-- [ ] The appropriate issue has been linked and tagged
-- [ ] You are assigned to the corresponding issue and this PR
+- [ ] The appropriate issue has been linked, tagged, and properly assigned
+- [ ] All necessary documentation and version upgrades have been applied
+    <!--- Be sure to update the package version in the dbt_project.yml, integration_tests/dbt_project.yml, and README if necessary. -->
+- [ ] docs were regenerated (unless this PR does not include any code or yml updates)
 - [ ] BuildKite integration tests are passing
+- [ ] Detailed validation steps have been provided below
 
 ### Detailed Validation
-Please acknowledge that the following validation checks have been performed prior to marking this PR as "ready for review":
-- [ ] You have validated these changes and assure this PR will address the respective Issue/Feature.
-- [ ] You are reasonably confident these changes will not impact any other components of this package or any dependent packages.
-- [ ] You have provided details below around the validation steps performed to gain confidence in these changes.
+Please share any and all of your validation steps:
 <!--- Provide the steps you took to validate your changes below. -->
 
-### Standard Updates
-Please acknowledge that your PR contains the following standard updates:
-- Package versioning has been appropriately indexed in the following locations:
-    - [ ] indexed within dbt_project.yml
-    - [ ] indexed within integration_tests/dbt_project.yml
-- [ ] CHANGELOG has individual entries for each respective change in this PR
-    <!--- If there is a parallel upstream change, remember to reference the corresponding CHANGELOG as an individual entry.  -->
-- [ ] README updates have been applied (if applicable)
-    <!--- Remember to check the following README locations for common updates. →
-        <!--- Suggested install range (needed for breaking changes) →
-        <!--- Dependency matrix is appropriately updated (if applicable) →
-        <!--- New variable documentation (if applicable) -->
-- [ ] DECISIONLOG updates have been updated (if applicable)
-- [ ] Appropriate yml documentation has been added (if applicable)
-
-### dbt Docs
-Please acknowledge that after the above were all completed the below were applied to your branch:
-- [ ] docs were regenerated (unless this PR does not include any code or yml updates)
-
 ### If you had to summarize this PR in an emoji, which would it be?
 <!--- For a complete list of markdown compatible emojis check our this git repo (https://gist.github.com/rxaviers/7360908)  --> 
-:dancer:
+:dancer:

.github/workflows/auto-release.yml

@@ -0,0 +1,13 @@
+name: 'auto release'
+on:
+  pull_request:
+    types:
+      - closed
+    branches:
+      - main
+
+jobs:
+  call-workflow-passing-data:
+    if: github.event.pull_request.merged
+    uses: fivetran/dbt_package_automations/.github/workflows/auto-release.yml@main
+    secrets: inherit

.gitignore

@@ -4,4 +4,6 @@ dbt_modules/
 logs/
 .DS_Store
 integration_tests/.DS_Store
-dbt_packages/
+dbt_packages/
+env/
+package-lock.yml

CHANGELOG.md

@@ -1,3 +1,19 @@
+# dbt_quickbooks_source v0.10.1
+[PR #53](https://github.com/fivetran/dbt_quickbooks_source/pull/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](https://github.com/fivetran/dbt_quickbooks/releases/tag/v0.14.0):
+  - `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.
+
 # dbt_quickbooks_source v0.10.0
 
 ## 🚨 Breaking Change 🚨 :

README.md

@@ -157,5 +157,4 @@ We highly encourage and welcome contributions to this package. Check out [this d
 
 # 🏪 Are there any resources available?
 - If you have questions or want to reach out for help, please refer to the [GitHub Issue](https://github.com/fivetran/dbt_quickbooks_source/issues/new/choose) section to find the right avenue of support for you.
-- If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our [Feedback Form](https://www.surveymonkey.com/r/DQ7K7WW).
-- Have questions or want to be part of the community discourse? Create a post in the [Fivetran community](https://community.fivetran.com/t5/user-group-for-dbt/gh-p/dbt-user-group) and our team along with the community can join in on the discussion!
+- If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our [Feedback Form](https://www.surveymonkey.com/r/DQ7K7WW).

dbt_project.yml

@@ -1,7 +1,7 @@
 config-version: 2
 name: 'quickbooks_source'
 
-version: '0.10.0'
+version: '0.10.1'
 
 require-dbt-version: [">=1.3.0", "<2.0.0"]
 

integration_tests/dbt_project.yml

@@ -1,5 +1,5 @@
 name: 'quickbooks_source_integration_tests'
-version: '0.10.0'
+version: '0.10.1'
 
 
 profile: 'integration_tests'

integration_tests/seeds/deposit_data.csv

@@ -1,8 +1,8 @@
 id,_fivetran_deleted,_fivetran_synced,account_id,cash_back_account_id,cash_back_amount,cash_back_memo,created_at,currency_id,department_id,global_tax_calculation,home_total_amount,private_note,sync_token,total_amount,transaction_date,transaction_source,transaction_status,updated_at
 66,TRUE,2020-11-03 17:02:05,,,,,2020-07-15 20:03:21,USD,,,,,,,,,,2020-07-15 20:03:21
 65,TRUE,2020-11-03 17:02:05,,,,,2020-07-15 20:03:20,USD,,,,,,,,,,2020-07-15 20:03:20
-3,FALSE,2020-06-23 3:58:58,28,,,,2020-05-08 14:33:48,USD,,,,d55463e9a1eebb27bbf123906cd732d3,0,26867,2020-03-27,,,2020-05-08 14:33:48
-2,FALSE,2020-06-23 3:58:58,28,,,,2020-05-08 14:33:20,USD,,,,7705f28cac4ed281fca93f2d6047ac67,0,96766,2020-03-27,,,2020-05-08 14:33:20
-31,FALSE,2020-06-23 3:58:58,28,,,,2020-05-28 13:09:23,USD,,,,906b6741066b841342224242068cf2dc,0,23039,2020-04-20,,,2020-05-28 13:09:23
-79,FALSE,2020-08-06 18:31:59,28,,,,2020-08-06 18:28:45,USD,,,,3ef789b0719133953ab39ea39c75ee7e,0,62931,2020-07-23,,,2020-08-06 18:28:45
-137,FALSE,2020-11-10 21:02:04,28,,,,2020-11-03 16:57:25,USD,,,,714c8fcbb71513414ad57c0895031129,1,24943,2020-10-28,,,2020-11-10 20:52:40
+3,FALSE,2020-06-23 3:58:58,28,,,,2020-05-08 14:33:48,USD,,,26867,d55463e9a1eebb27bbf123906cd732d3,0,26867,2020-03-27,,,2020-05-08 14:33:48
+2,FALSE,2020-06-23 3:58:58,28,,,,2020-05-08 14:33:20,USD,,,96766,7705f28cac4ed281fca93f2d6047ac67,0,96766,2020-03-27,,,2020-05-08 14:33:20
+31,FALSE,2020-06-23 3:58:58,28,,,,2020-05-28 13:09:23,USD,,,23039,906b6741066b841342224242068cf2dc,0,23039,2020-04-20,,,2020-05-28 13:09:23
+79,FALSE,2020-08-06 18:31:59,28,,,,2020-08-06 18:28:45,USD,,,62931,3ef789b0719133953ab39ea39c75ee7e,0,62931,2020-07-23,,,2020-08-06 18:28:45
+137,FALSE,2020-11-10 21:02:04,28,,,,2020-11-03 16:57:25,USD,,,24943,714c8fcbb71513414ad57c0895031129,1,24943,2020-10-28,,,2020-11-10 20:52:40

models/src_quickbooks.yml

@@ -380,6 +380,8 @@ sources:
             description: Date of the day which the deposit transaction occurred.
           - name: transaction_status
             description: Status of the deposit transaction.
+          - name: home_total_amount
+            description: Indicates the total amount of the transaction in the home currency. This includes the total of all the charges, allowances, and taxes.
           - name: _fivetran_deleted
             description: "{{ doc('_fivetran_deleted') }}" 
 
@@ -407,6 +409,8 @@ sources:
             description: Date of the day which the estimate occurred.
           - name: transaction_status
             description: Current status of the estimate.
+          - name: exchange_rate
+            description: The number of home currency units it takes to equal one unit of currency specified by currency_id.
           - name: _fivetran_deleted
             description: "{{ doc('_fivetran_deleted') }}" 
 

models/stg_quickbooks.yml

@@ -479,6 +479,8 @@ models:
         description: Reference to the currency in which all amounts on the associated transaction are expressed.
       - name: total_amount
         description: Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes.
+      - name: home_total_amount
+        description: Indicates the total amount of the transaction in the home currency. This includes the total of all the charges, allowances, and taxes.
       - name: transaction_date
         description: Date which the deposit transaction occurred.
       - name: transaction_status
@@ -518,6 +520,8 @@ models:
         description: Date which the estimate occurred.
       - name: transaction_status
         description: Current status of the estimate.
+      - name: exchange_rate
+        description: The number of home currency units it takes to equal one unit of currency specified by currency_id.
       - name: _fivetran_deleted
         description: Boolean created by Fivetran to indicate whether the record has been deleted.
 

models/stg_quickbooks__deposit.sql

@@ -44,6 +44,7 @@ final as (
         currency_id,
         cast(department_id as {{ dbt.type_string() }}) as department_id,
         total_amount,
+        home_total_amount,
         cast( {{ dbt.date_trunc('day', 'transaction_date') }} as date) as transaction_date,
         transaction_status,
         _fivetran_deleted,

models/stg_quickbooks__estimate.sql

@@ -45,6 +45,7 @@ final as (
         customer_id,
         cast(department_id as {{ dbt.type_string() }}) as department_id,
         cast( {{ dbt.date_trunc('day', 'due_date') }} as date) as due_date, 
+        exchange_rate,
         total_amount,
         cast( {{ dbt.date_trunc('day', 'transaction_date') }} as date) as transaction_date,
         transaction_status,