feature/detail-type-addition

CHANGELOG.md

@@ -1,3 +1,8 @@
+# dbt_quickbooks_source v0.7.2
+[PR #43](https://github.com/fivetran/dbt_quickbooks_source/pull/43) includes the following udpates:
+## 🎉 Feature Updates 🎉
+- Addition of the `detail_type` field within the `stg_quickbooks__invoice_line` model. This field will help identify the type of invoice line in the context of the entire invoice.
+
 # dbt_quickbooks_source v0.7.1
 ## 🎉 Feature Updates 🎉
 - Removed not-null test for `bill_payment_id` field in `stg_quickbooks__bill_linked_txn` to account for bills with empty bill payment values. ([#41](https://github.com/fivetran/dbt_quickbooks_source/pull/41))

dbt_project.yml

@@ -2,6 +2,7 @@ config-version: 2
 name: 'quickbooks_source'
 
 version: '0.8.0' 
+
 require-dbt-version: [">=1.3.0", "<2.0.0"]
 
 models:

integration_tests/dbt_project.yml

@@ -1,6 +1,7 @@
 name: 'quickbooks_source_integration_tests'
 version: '0.8.0'
 
+
 profile: 'integration_tests'
 config-version: 2
 

integration_tests/seeds/invoice_line_data.csv

@@ -1,11 +1,11 @@
-index,invoice_id,_fivetran_synced,amount,bundle_id,bundle_quantity,description,description_service_date,description_tax_code_id,discount_account_id,discount_class_id,discount_discount_percent,discount_percent_based,discount_tax_code_id,sales_item_account_id,sales_item_class_id,sales_item_discount_amount,sales_item_discount_rate,sales_item_item_id,sales_item_quantity,sales_item_service_date,sales_item_tax_code_id,sales_item_unit_price,sub_total_item_id,item_id,quantity,tax_code_id,account_id
-0,35647,2021-01-18 6:16:26,27381.64,211,0.6993497,,,,,,,,,,,,,,,,,,,,,,
-5,35647,2021-01-18 6:16:26,24850,,,,,,,,,,,,,,,,,,,,,,,,
-2,35647,2021-01-18 6:16:26,0,,,0f9d69329f489637a6ae046f4091e365,,,,,,,,,,,,18,,,NON,,,,,,
-4,35647,2021-01-18 6:16:26,0,,,553bf7b55f32b6f7074ae45d987530ce,,,,,,,,,,,,18,,,NON,,,,,,
-3,35647,2021-01-18 6:16:26,-4280.01,,,2ae778d8d42424d33b656517b2c892bf,,,,,,,,224,,,,34,0.7,,NON,-6120,,,,,
-1,35647,2021-01-18 6:16:26,1748.37,,,,,,,,,,,211,,,,227,0.7,,NON,2500,,,,,
-0,40092,2021-01-19 2:18:38,21437.5,212,0.5,,,,,,,,,,,,,,,,,,,,,,
-10,40092,2021-01-19 2:18:38,17181.75,,,,,,,,,,,,,,,,,,,,,,,,
-4,40092,2021-01-19 2:18:38,0,,,7f3c88bf068c8edd47367bd68c01cd8f,,,,,,,,,,,,18,,,NON,,,,,,
-7,40092,2021-01-19 2:18:38,0,,,703d01ddc458e55f5b43da8c88aaa581,,,,,,,,,,,,18,,,NON,,,,,,
+index,invoice_id,_fivetran_synced,amount,bundle_id,bundle_quantity,description,description_service_date,description_tax_code_id,discount_account_id,discount_class_id,discount_discount_percent,discount_percent_based,discount_tax_code_id,sales_item_account_id,sales_item_class_id,sales_item_discount_amount,sales_item_discount_rate,sales_item_item_id,sales_item_quantity,sales_item_service_date,sales_item_tax_code_id,sales_item_unit_price,sub_total_item_id,item_id,quantity,tax_code_id,account_id,detail_type
+0,35647,2021-01-18 6:16:26,27381.64,211,0.6993497,,,,,,,,,,,,,,,,,,,,,,,SalesItemLineDetail
+5,35647,2021-01-18 6:16:26,24850,,,,,,,,,,,,,,,,,,,,,,,,,
+2,35647,2021-01-18 6:16:26,0,,,0f9d69329f489637a6ae046f4091e365,,,,,,,,,,,,18,,,NON,,,,,,,SalesItemLineDetail
+4,35647,2021-01-18 6:16:26,0,,,553bf7b55f32b6f7074ae45d987530ce,,,,,,,,,,,,18,,,NON,,,,,,,
+3,35647,2021-01-18 6:16:26,-4280.01,,,2ae778d8d42424d33b656517b2c892bf,,,,,,,,224,,,,34,0.7,,NON,-6120,,,,,,
+1,35647,2021-01-18 6:16:26,1748.37,,,,,,,,,,,211,,,,227,0.7,,NON,2500,,,,,,
+0,40092,2021-01-19 2:18:38,21437.5,212,0.5,,,,,,,,,,,,,,,,,,,,,,,SalesItemLineDetail
+10,40092,2021-01-19 2:18:38,17181.75,,,,,,,,,,,,,,,,,,,,,,,,,
+4,40092,2021-01-19 2:18:38,0,,,7f3c88bf068c8edd47367bd68c01cd8f,,,,,,,,,,,,18,,,NON,,,,,,,SubTotalLine
+7,40092,2021-01-19 2:18:38,0,,,703d01ddc458e55f5b43da8c88aaa581,,,,,,,,,,,,18,,,NON,,,,,,,SubTotalLine

macros/get_invoice_line_columns.sql

@@ -14,6 +14,7 @@
     {"name": "discount_discount_percent", "datatype": dbt.type_float()},
     {"name": "discount_percent_based", "datatype": "boolean"},
     {"name": "discount_tax_code_id", "datatype": dbt.type_string()},
+    {"name": "detail_type", "datatype": dbt.type_string()},
     {"name": "index", "datatype": dbt.type_string()},
     {"name": "invoice_id", "datatype": dbt.type_string()},
     {"name": "item_id", "datatype": dbt.type_string()},

models/src_quickbooks.yml

@@ -490,6 +490,8 @@ sources:
             description: "{{ doc('item_id') }} associated with the invoice line."
           - name: quantity
             description: Quantity of the item included on the invoice line.
+          - name: detail_type
+            description: Individual line items of a transaction. Valid Line types include SalesItemLine, GroupLine, DescriptionOnlyLine (also used for inline Subtotal lines), DiscountLine and SubTotalLine (used for the overall transaction).
 
       - name: invoice_line_bundle
         identifier: "{{ var('quickbooks_invoice_line_bundle_identifier', 'invoice_line_bundle') }}"

models/stg_quickbooks.yml

@@ -582,6 +582,8 @@ models:
         description: Reference to the item associated with the invoice line.
       - name: quantity
         description: Quantity of the item included on the invoice line.
+      - name: detail_type
+        description: Individual line items of a transaction. Valid Line types include SalesItemLine, GroupLine, DescriptionOnlyLine (also used for inline Subtotal lines), DiscountLine and SubTotalLine (used for the overall transaction).
 
   - name: stg_quickbooks__invoice_line_bundle
     description: "{{ doc('invoice_line_bundle_table') }}"

models/stg_quickbooks__invoice_line.sql

@@ -8,7 +8,7 @@ with base as (
 
 ),
 
-fields as (
+fields as ( 
 
     select
         /*
@@ -46,7 +46,8 @@ final as (
         cast(sales_item_class_id as {{ dbt.type_string() }}) as sales_item_class_id,
         sales_item_quantity,
         sales_item_unit_price,
-        discount_account_id,
+        cast(discount_account_id as {{ dbt.type_string() }}) as discount_account_id,
+        detail_type,
         cast(discount_class_id as {{ dbt.type_string() }}) as discount_class_id,
         description,
         quantity,