Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Add additional fields #137

Closed
wants to merge 1 commit into from

Conversation

jmongerlyra
Copy link
Contributor

@jmongerlyra jmongerlyra commented Aug 30, 2024

Please provide your name and company
Jared Monger, Lyra Health

Link the issue/feature request which this PR is meant to address

Detail what changes this PR introduces and how this addresses the issue/feature request linked above.
This PR adds commonly used fields to the balance sheet, income statement, and transaction details models. See full list and explanations below.

Dependent on this related PR: fivetran/dbt_netsuite_source#54.

models/netsuite2/intermediate/base/int_netsuite2__transaction_lines.sql

  • transaction_accounting_lines.exchange_rate: Exchange rate used on the transaction

models/netsuite2/netsuite2__balance_sheet.sql

  • subsidiaries.full_name: Full hierarchical name of the subsidiary
  • accounts.display_name: Account name without number or hierarchy
  • is_account_leftside: Boolean indicating if account has a native debit balance

models/netsuite2/netsuite2__transaction_details.sql

  • transactions.is_reversal: Boolean indicating line is reversal
  • transactions.reversal_transaction_id: Transaction ID of the counterparty in a reversing pair
  • transactions.reversal_date: Transaction Date of the counterparty in a reversing pair
  • transactions.is_reversal_defer: Boolean indicating reversal deferral
  • transaction_lines.is_eliminate: Boolean indicating line will auto-eliminate
  • departments.full_name: Full hierarchical name of the department
  • subsidiaries_currencies.symbol: Currency of the subsidiary
  • transaction_lines.netamount: Net amount of transaction line

How did you validate the changes introduced within this PR?
Lyra maintains a fork of this repository. These changes were tested and validated there.

Which warehouse did you use to develop these changes?
Snowflake

Did you update the CHANGELOG?

  • Yes

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

Feedback

We are so excited you decided to contribute to the Fivetran community dbt package! We continue to work to improve the packages and would greatly appreciate your feedback on our existing dbt packages or what you'd like to see next.

PR Template

@jmongerlyra
Copy link
Contributor Author

Moved commit to this PR as requested. #136

@jmongerlyra jmongerlyra closed this Sep 6, 2024
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

Successfully merging this pull request may close these issues.

1 participant