Limit in Balance Sheet Removed

Happy Monday!

This release includes the following non-breaking changes:

• Removes a holdover limit within the final netsuite__balance_sheet statement that was used for testing. Issue #29

Bug Fix

🐞 Bug Fix 🐞

This release introduces the following non-breaking bug fix changes:

• Fix the the variable configuration within the dbt_project.yml to accurately reference the netsuite staging models for the transform models. Issue #27

Fivetran Package Standards Update

🚨 This update introduces breaking changes by now leveraging staging models from dbt_netsuite_source package and renaming models to align with Fivetran dbt package model naming conventions. Additionally, this release includes a breaking change in the form of custom schemas to output staging models into a respective <target.schema>+_stg_netsuite schema and final models to a <target.schema>+_netsuite schema. Refer to the ReadMe for more details. 🚨

The release also:

• Passthrough variable bug fixes.

Add Class & Customer External ID to transaction_details

🎉 Thanks to @mdimercurio for this contribution!

This realease introduces the following new functionality:

• Add class and customer external id to allow reporting by customer and churn calculation

Package Upgrades

Thanks @mdimercurio for the contribution!

This version introduces the addition of subsidiary information and parent class name to the income statement model. This will enable you to aggregate revenue and cost using these fields.

dbt 0.19.0 Compatibility

The release enables compatibility with dbt 0.19.0. There are no breaking changes.

Thanks @mdimercurio for the contribution!

Package Upgrades

Updates package to be compatible with dbt 0.18.0. This is a breaking change!
🚨 dbt v0.18.0 or greater is required for this release. If you are not ready to upgrade, consider using a previous release of this package

Additionally, this release:

• Updates dbt_utils dependency so to align with other Fivetran packages

0.17.0 Compatibility

🚨 This release contains a breaking change
This package now requires dbt >=0.17.0. It is no longer compatible with prior versions of dbt.

Initial Release

This is the initial release of this package.

Key highlights include:

• balance_sheet model, which you can use to replicate your NetSuite balance sheet
• income_statement model, which you can use to replicate your NetSuite income statement
• transaction_details model, which cleans up the transaction_lines and transactions source tables, and joins related tables for a comprehensive overview of what is happening with your finances

This package supports businesses, both large and small. Logic is written in a way that supports multiple currencies, accounting books, and subsidiaries.

Currently the package supports Redshift, BigQuery and Snowflake.