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Feature/add fields to support account hierarchies #45

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fivetran-avinash
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@fivetran-avinash fivetran-avinash commented Mar 18, 2024

PR Overview

This PR will address the following Issue/Feature: dbt_netsuite issue 106 fivetran/dbt_netsuite#106

This PR will result in the following new package version: 10.0 (this will be merged into a release branch I believe)

Please provide the finalized CHANGELOG entry which details the relevant changes included in this PR:

🎉 Feature Updates 🎉

  • Fields added to support account hierarchies in the dbt_netsuite end model. PR #45
    • Added is_elimination in stg_netsuite2__subsidiaries.
    • Added is_eliminate and net_amount in stg_netsuite2__transaction_lines.

PR Checklist

Basic Validation

Please acknowledge that you have successfully performed the following commands locally:

  • dbt run –full-refresh && dbt test
  • dbt run (if incremental models are present)

Before marking this PR as "ready for review" the following have been applied:

  • The appropriate issue has been linked, tagged, and properly assigned
  • All necessary documentation and version upgrades have been applied
  • 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 share any and all of your validation steps: See Height ticket.

@fivetran-avinash fivetran-avinash self-assigned this Mar 18, 2024
@fivetran-avinash fivetran-avinash changed the base branch from main to release/v0.10.0 March 19, 2024 17:41
@fivetran-avinash fivetran-avinash marked this pull request as ready for review March 19, 2024 17:42
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@fivetran-joemarkiewicz fivetran-joemarkiewicz left a comment

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Looks good to me, but just have a few comments and requests to make small adjustments and clarifications in the CHANGELOG.

CHANGELOG.md Outdated
Comment on lines 5 to 11
## 🎉 Feature Updates 🎉
- Fields added to support account hierarchies in the `dbt_netsuite` end model. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
- Added `is_elimination` in `stg_netsuite2__subsidiaries`.
- Added `is_eliminate` and `net_amount` in `stg_netsuite2__transaction_lines`.

## Documentation Updates
- Added `display_name` in `stg_netsuite2__accounts`; added `exchange_rate` in `stg_netsuite2__transaction_accounting_lines`. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
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Small style request to change the PR links to be in parenthesis.

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## 🎉 Feature Updates 🎉
- Fields added to support account hierarchies in the `dbt_netsuite` end model. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
- Added `is_elimination` in `stg_netsuite2__subsidiaries`.
- Added `is_eliminate` and `net_amount` in `stg_netsuite2__transaction_lines`.
## Documentation Updates
- Added `display_name` in `stg_netsuite2__accounts`; added `exchange_rate` in `stg_netsuite2__transaction_accounting_lines`. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
## 🎉 Feature Updates 🎉
- Fields added to support account hierarchies in the `dbt_netsuite` end model. ([PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45))
- Added `is_elimination` in `stg_netsuite2__subsidiaries`.
- Added `is_eliminate` and `net_amount` in `stg_netsuite2__transaction_lines`.
## Documentation Updates
- Added `display_name` in `stg_netsuite2__accounts`; added `exchange_rate` in `stg_netsuite2__transaction_accounting_lines`. ([PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45))

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Updated.

CHANGELOG.md Outdated
@@ -1,3 +1,18 @@
# dbt_netsuite_source v0.10.0

This is part of a batch release.
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I don't think this is all that necessary and can probably be removed.

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This is part of a batch release.

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Agreed.

CHANGELOG.md Outdated
This is part of a batch release.

## 🎉 Feature Updates 🎉
- Fields added to support account hierarchies in the `dbt_netsuite` end model. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
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Worth calling out that this is for Netsuite2

Suggested change
- Fields added to support account hierarchies in the `dbt_netsuite` end model. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
- Fields added to support account hierarchies in the `dbt_netsuite` Netsuite2 end model. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)

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Updated.

CHANGELOG.md Outdated
Comment on lines 5 to 11
## 🎉 Feature Updates 🎉
- Fields added to support account hierarchies in the `dbt_netsuite` end model. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
- Added `is_elimination` in `stg_netsuite2__subsidiaries`.
- Added `is_eliminate` and `net_amount` in `stg_netsuite2__transaction_lines`.

## Documentation Updates
- Added `display_name` in `stg_netsuite2__accounts`; added `exchange_rate` in `stg_netsuite2__transaction_accounting_lines`. [PR #45](https://github.com/fivetran/dbt_netsuite_source/pull/45)
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Why are some of the new fields listed under feature updates and some listed under documentation updates? Can we instead list them all as feature updates?

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Additionally, we should call out for the new accounts, subsidiaries, and transaction_lines fields that if they are currently being passed through in the respective variables, that they will need to be removed. Otherwise they may see an error.

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Updates applied.

Co-authored-by: Joe Markiewicz <[email protected]>
@fivetran-avinash fivetran-avinash merged commit 777489f into release/v0.10.0 Mar 19, 2024
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[Feature] Add hierarchy field for accounting_period and account_display_name
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