v0.9.0 dbt_xero

This release includes the following updates:

Breaking Changes

• Added tracking categories by pivoting out fields and grabbing the latest tracking category records from invoice line items and journal line entries. This update will provide more granular reporting capabilities and will result in the following model changes: (PR #60)
  • xero__general_ledger dynamically pivots out journal line tracking category names and populates each line with the active options for the categories for these journals and accounts.
  • xero__profit_and_loss_report will see a change in the grain with these new dynamic pivoted tracking categories added to each journal line.
    • Added these dynamic tracking categories to the profit_and_loss_id as they are now unique lines within the profit and loss. IMPORTANT: This will change the existing values of the profit_and_loss_id, so this is a breaking change. (PR #60)
  • xero__invoice_line_items dynamically pivots out invoice line item tracking category and populates each line with the active options for those line items.
• Created intermediate models int_xero__invoice_line_item_tracking_categories and int_xero__journal_line_tracking_categories to perform the dbt_utils pivot operations. (PR #60)
• Added the following variables to allow the ability to disable your models if you're not planning to utilize the tracking category configuration. See the README for detailed instructions. (PR #60)
  • xero__using_invoice_line_item_tracking_category
  • xero__using_journal_line_tracking_category
  • xero__using_tracking_categories
• These variables are utilized in the following end models:

End Models Impacted	Variables Implemented
xero__general_ledger, xero__profit_and_loss_report	xero__using_journal_line_tracking_category, xero__using_tracking_categories
xero__invoice_line_items	xero__using_invoice_line_item_tracking_category, xero__using_tracking_categories

Under the Hood

• Added new table variables in quickstart.yml to ensure their respective models are enabled and disabled appropriately. (PR #60)
• Created get_prefixed_tracking_category_columns macro to properly bring in and check for pivoted columns within the above dbt_xero end models.
• Created integrity tests to ensure tracking category values for journal lines and invoice items match between the above end models and their source tables. (PR #60)
• Added and updated seed files to properly test out advanced cases for the new tracking categories. (PR #60)

Documentation

• Added instructions in the README for how to disable tracking category functionality utilizing the new variables. (PR #60)
• Updated README to better elaborate on why multi-currency can't be fully supported by our dbt package. (PR #61)

Full Changelog: v0.8.0...v0.9.0