v1.3.0 dbt_zuora

PR #38 includes the following updates:

Documentation

• Updates README with standardized Fivetran formatting.

Under the Hood

• In the quickstart.yml file:
  • Adds table_variables for relevant sources to prevent missing sources from blocking downstream Quickstart models.
  • Adds supported_vars for Quickstart UI customization.

Full Changelog: v1.2.0...v1.3.0

v1.2.0 dbt_zuora

PR #37 includes the following updates:

Features

• Increases the required dbt version upper limit to v3.0.0

Full Changelog: v1.1.1...v1.2.0

v1.1.1 dbt_zuora

PR #36 includes the following updates:

Bug Fixes

• Updates the union_connections macro to correctly support sources that use reserved words as table names.
• Updates the int_zuora__mrr_date_spine and int_zuora__transaction_date_spine models to prevent erroring during compilation on a newly created schema.

Full Changelog: v1.1.0...v1.1.1

v1.1.0 dbt_zuora

PR #34 includes the following updates:

Schema/Data Change

4 total changes • 3 possible breaking changes

Data Model(s)	Change type	Old	New	Notes
All models	New column		source_relation	Identifies the source connection when using multiple Zuora connections
zuora__subscription_overview	Updated surrogate key	subscription_key = subscription_id + rate_plan_charge_id + amendment_id	subscription_key = source_relation + subscription_id + rate_plan_charge_id + amendment_id	Updated to include source_relation
zuora__monthly_recurring_revenue	Updated surrogate key	account_monthly_id = account_id + account_month	account_monthly_id = source_relation + account_id + account_month	Updated to include source_relation
int_zuora__account_running_totals zuora__account_daily_overview	Updated surrogate key	account_daily_id = account_id + date_day	account_daily_id = source_relation + account_id + date_day	Updated to include source_relation

Feature Update

• Union Data Functionality: This release supports running the package on multiple Zuora source connections. See the README for details on how to leverage this feature.

Tests Update

• Removes uniqueness tests. The new unioning feature requires combination-of-column tests to consider the new source_relation column in addition to the existing primary key, but this is not supported across dbt versions.
• These tests will be reintroduced once a version-agnostic solution is available.

Full Changelog: v1.0.0...v1.1.0

v1.0.0 dbt_zuora

PR #31 includes the following updates:

Breaking Changes

Source Package Consolidation

• Removed the dependency on the fivetran/zuora_source package.
  • All functionality from the source package has been merged into this transformation package for improved maintainability and clarity.
  • If you reference fivetran/zuora_source in your packages.yml, you must remove this dependency to avoid conflicts.
  • Any source overrides referencing the fivetran/zuora_source package will also need to be removed or updated to reference this package.
  • Update any zuora_source-scoped variables to be scoped to only under this package. See the README for how to configure the build schema of staging models.
• As part of the consolidation, vars are no longer used to reference staging models, and only sources are represented by vars. Staging models are now referenced directly with ref() in downstream models.

dbt Fusion Compatibility Updates

• Updated package to maintain compatibility with dbt-core versions both before and after v1.10.6, which introduced a breaking change to multi-argument test syntax (e.g., unique_combination_of_columns).
• Temporarily removed unsupported tests to avoid errors and ensure smoother upgrades across different dbt-core versions. These tests will be reintroduced once a safe migration path is available.
  • Removed all dbt_utils.unique_combination_of_columns tests.
  • Moved loaded_at_field: _fivetran_synced under the config: block in src_zuora.yml.

Under the Hood

• Updated conditions in .github/workflows/auto-release.yml.
• Added .github/workflows/generate-docs.yml.

Full Changelog: v0.5.0...v1.0.0

v0.5.0 dbt_zuora

PR #28 includes the following changes.

Schema/Data Changes

1 total change • 0 possible breaking changes

Data Model	Change type	Old name	New name	Notes
zuora__line_item_enhanced	Modified Model			Now enabled by default.

Features

• Enabled the zuora__line_item_enhanced model by default. Previously, this model required opting in via the zuora__standardized_billing_model_enabled variable. This change ensures the model is available by default for Quickstart users.
  • Users can still disable the model by setting the variable to false in dbt_project.yml.

Full Changelog: v0.4.0...v0.5.0

v0.4.0 dbt_zuora

PR #27 includes the following updates.

Bug Fixes

• Fixes the join for account_id in the int_zuora__account_enriched model so accounts that don't have billing history still get populated. The join now pulls from a CTE that gathers all account detail records so no accounts are left out.
• These accounts with no billing history will now have more accurate results in downstream models from int_zuora__account_enriched, as account fields will now properly populate in zuora__account_overview, zuora__subscription_overview and zuora__account_daily_overview. We've decided to make this a breaking change due to these multiple models being impacted.

Under The Hood

• Added new and updated existing consistency tests to test and validate bug fixes work as expected.
• Updated column types section in integration_tests/dbt_project.yml in order to stop runtime warnings.

Contributors

• @paulavidela (#26)

Full Changelog: v0.3.2...v0.4.0

v0.3.2 dbt_zuora

This release introduces the following updates.

Bug Fixes

• Resolved flipped logic around the zuora__using_multicurrency variable. (#22)
  • Ensured that, for multicurrency users, *_amount_home_currency fields are used and that *_amount values are used for single-currency users. Previously, this was erroneously flipped. The models impacted include:
    • zuora__line_item_history: This affects the gross_revenue and discount_revenue values (these values are then used to calculate net_revenue).
    • zuora__monthly_recurring_revenue: This affects the mrr_expected_current_month value.
    • int_zuora__transaction_grouped: This affects daily amount values for invoices, discounts, taxes and credit balance adjustments to flow downstream into the zuora__account_daily_overview model.
  • Customers must set the zuora__using_multicurrency variable to true to enable multicurrency. (#22)
• Leveraged the {{ dbt.type_timestamp() }} macro within staging models for all timestamp fields. Certain Redshift warehouses sync these fields as timestamp with time zone fields by default, causing errors in the zuora package. This macro appropriately removes timezone values from the UTC timestamps and ensures successful compilations of these models.
  • For more details, please refer to the dbt_zuora_source v0.2.2 release.
• Also cast subscription_period_started_at and subscription_period_ended_at as {{ dbt.type_timestamp() }} in zuora__line_item_enhanced to remove date/timestamp mismatches on the union all function. (#20)

Under the Hood

• Replaced the deprecated dbt.current_timestamp_backcompat() function with dbt.current_timestamp() to ensure all timestamps are captured in UTC. (#20)
  • This change is applied in the following end models:
    • zuora__billing_history
    • zuora__line_item_history
    • zuora__subscription_overview
  • As well as the intermediate models:
    • int_zuora__account_enriched
    • int_zuora__mrr_date_spine
    • int_zuora__transaction_date_spine
• Added consistency tests within integration_tests for the zuora__billing_history, zuora__monthly_recurring_revenue and zuora__subscription_overview models. (#20 & #22)
• Updated run_models.sh to remove duplicative Buildkite script.

Documentation

• Added Quickstart model counts to README. (#19)
• Corrected references to connectors and connections in the README. (#19)

Full Changelog: v0.3.1...v0.3.2

v0.3.2-a2 dbt_zuora

This pre-release introduces the following updates.

Bug Fixes

• Flipped the variable logic in zuora__using_multicurrency in these models so that the *_amount values are called by default rather than *_amount_home_currency when the variable isn't set: (#22)
  • zuora__line_item_history: For setting the gross_revenue and discount_revenue values (these values are then used to calculate net_revenue).
  • zuora__monthly_recurring_revenue: For setting the mrr_expected_current_month value.
  • int_zuora__transaction_grouped: For setting daily amount values for invoices, discounts, taxes and credit balance adjustments to flow downsteram into the zuora__account_daily_overview model.
• Multicurrency customers must set the zuora__using_multicurrency variable to true to enable that functionality. (#22)

Under the Hood

• Created consistency test within integration_tests for the zuora__monthly_recurring_revenue model. (#22)
• Updated run_models.sh to remove duplicative Buildkite script.

Full Changelog: v0.3.2-a1...v0.3.2-a2

v0.3.2-a1 dbt_zuora

This pre-release introduces the following updates.

Bug Fixes (originating within the upstream zuora_source package):

• Leveraged the {{ dbt.type_timestamp() }} macro within staging models for all timestamp fields. Certain Redshift warehouses sync these fields as timestamp with time zone fields by default, causing errors in the zuora package. This macro appropriately removes timezone values from the UTC timestamps and ensures successful compilations of these models.
• For more details, please refer to the relevant dbt_zuora_source v0.2.2-a1 release.
• Updated subscription_period_started_at and subscription_period_ended_at with the {{ dbt.type_timestamp() }} cast in zuora__line_item_enhanced to remove date/timestamp mismatches on the union all function. (#20)

Under the Hood

• Replaced the deprecated dbt.current_timestamp_backcompat() function with dbt.current_timestamp() to ensure all timestamps are captured in UTC. (#20)
• This change is applied in the following end models:
  • zuora__billing_history
  • zuora__line_item_history
  • zuora__subscription_overview
• As well as the intermediate models:
  • int_zuora__account_enriched
  • int_zuora__mrr_date_spine
  • int_zuora__transaction_date_spine
• Added consistency tests within integration_tests for the zuora__billing_history and zuora__subscription_overview models. (#20)

Documentation

• Added Quickstart model counts to README. (#19)
• Corrected references to connectors and connections in the README. (#19)

Full Changelog: v0.3.1...v0.3.2-a1