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Add union schema to quickbooks package #62

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fivetran-avinash
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@fivetran-avinash fivetran-avinash commented Dec 6, 2022

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What change(s) does this PR introduce?

Did you update the CHANGELOG?

  • Yes

Does this PR introduce a breaking change?

  • Yes (please provide breaking change details below.)
  • No (please provide an explanation as to how the change is non-breaking below.)

Did you update the dbt_project.yml files with the version upgrade (please leverage standard semantic versioning)? (In both your main project and integration_tests)

  • Yes (Not pushing directly to main so uncertain of version number)

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@fivetran-sheringuyen fivetran-sheringuyen left a comment

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Hey @fivetran-avinash, great work on this PR! Overall, PR looks good. I left a couple of comments in-line, if you could review those - I can go through and mark them as resolved and approve this PR after they have been answered

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packages.yml Outdated
revision: feature/add-class-ids-to-source-models
warn-unpinned: false
- git: https://github.com/fivetran/dbt_quickbooks_source.git
revision: feature/quickbooks-updates-project
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reminder to switch this to the appropriate versions as necessary

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With packages.yml I should keep it the way it is for now since it's dependent on features/quickbook-updates-project for the time being, but will change when the branch is ready to merge.

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CHANGELOG.md Outdated
# New Features (In Progress)

## 🚨 Breaking Changes 🚨:
- Added `transaction_source` to surrogate key function to fix `unique_id` uniqueness issues. Customer will need to do either a full refresh or add in the variable to their modeling to produce up-to-date `unique_id` values.
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Sorry for the back and forth for this. This is just a pretty big change that I think should be highlighted to the best of our ability.

If we release this as part of the migration branch, I think the messaging should be very similar to what we currently have in the changelog re: generating surrogate keys.

dbt_utils.surrogate_key has also been updated to dbt_utils.generate_surrogate_key. Since the method for creating surrogate keys differ, we suggest all users do a full-refresh for the most accurate data. For more information, please refer to dbt-utils release notes for this update.

Maybe this specific update could be a sub-bullet of the surrogate key note above from the migration branch. I mostly want to make sure that customers know that there is a variable they may need to toggle.

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Hey! Sorry for the confusion.

This branch will not be merged into migration, it'll be merged into feature/quickbooks-updates-project, which will then get merged onto main.

So either migration will get merged first, or feature/quickbooks-updates-project. I think if the latter occurs, it makes sense to do the following above. But right now I think the overall plan is to merge this after migration, which was the reason Joe created this separate branch to work off of.

Apologies if this is a bit confusing. Happy to discuss more at standup.

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Okay, that's fine! In that case "add in the variable" sounds ambiguous here, you can just reference the dbt-utils release with the variable reference that way they can just look into it on their own. I tend to try to be as specific as possible - helps give both of us and the end user a quick tltr and not have to click through all the PRs. Something like the below should do.

  • Added transaction_source to generate_surrogate_key function to fix unique_id uniqueness issues in the quickbooks__general_ledger model. A full refresh is recommended for accurate and consistent surrogate keys, for more information please refer to dbt-utils release notes regarding generate_surrogate_key.

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Thanks for this Sheri! I'll do my best to be more thorough in the future.

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@fivetran-sheringuyen fivetran-sheringuyen left a comment

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Overall, I had some follow up questions but in the mean time, no major blockers and PR overall looks good.

dbt_project.yml Outdated
@@ -2,7 +2,7 @@ config-version: 2
name: 'quickbooks'

version: '0.6.0'
require-dbt-version: [">=1.3.0", "<2.0.0"]
require-dbt-version: [">=1.0.0", "<2.0.0"]
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this should be 1.3 for post migration merges

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Good catch, updating!

@fivetran-avinash fivetran-avinash merged commit 837033e into feature/quickbooks-updates-project Dec 14, 2022
@fivetran-avinash fivetran-avinash linked an issue Jan 10, 2023 that may be closed by this pull request
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@fivetran-avinash fivetran-avinash linked an issue Feb 16, 2023 that may be closed by this pull request
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FEATURE - support for multiple quickbooks instances/sources FEATURE - Union Schemas Ability
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