dbt bump to v3.0.0

.buildkite/pipeline.yml

@@ -3,7 +3,7 @@ steps:
     key: "run-dbt-postgres"
     plugins:
       - docker#v3.13.0:
-          image: "python:3.8"
+          image: "python:3.10.13"
           shell: [ "/bin/bash", "-e", "-c" ]
           environment:
             - "BASH_ENV=/tmp/.bashrc"
@@ -18,7 +18,7 @@ steps:
     key: "run_dbt_snowflake"
     plugins:
       - docker#v3.13.0:
-          image: "python:3.8"
+          image: "python:3.10.13"
           shell: [ "/bin/bash", "-e", "-c" ]
           environment:
             - "BASH_ENV=/tmp/.bashrc"
@@ -35,7 +35,7 @@ steps:
     key: "run_dbt_bigquery"
     plugins:
       - docker#v3.13.0:
-          image: "python:3.8"
+          image: "python:3.10.13"
           shell: [ "/bin/bash", "-e", "-c" ]
           environment:
             - "BASH_ENV=/tmp/.bashrc"
@@ -47,7 +47,7 @@ steps:
     key: "run_dbt_redshift"
     plugins:
       - docker#v3.13.0:
-          image: "python:3.8"
+          image: "python:3.10.13"
           shell: [ "/bin/bash", "-e", "-c" ]
           environment:
             - "BASH_ENV=/tmp/.bashrc"
@@ -62,7 +62,7 @@ steps:
     key: "run_dbt_databricks"
     plugins:
       - docker#v3.13.0:
-          image: "python:3.8"
+          image: "python:3.10.13"
           shell: [ "/bin/bash", "-e", "-c" ]
           environment:
             - "BASH_ENV=/tmp/.bashrc"

.github/PULL_REQUEST_TEMPLATE/maintainer_pull_request_template.md

@@ -1,29 +1,38 @@
-## PR Overview
-**This PR will address the following Issue/Feature:**
+<!--
+Pre-Submission Reminders  
+Before marking this PR as "ready for review":
 
-**This PR will result in the following new package version:**
-<!--- Please add details around your decision for breaking vs non-breaking version upgrade. If this is a breaking change, were backwards-compatible options explored? -->
+- `dbt run --full-refresh && dbt test`  
+- `dbt run` && `dbt test` (if incremental models are present)  
+- The related issue is linked, tagged, and appropriately assigned  
+- Documentation and version updates are included, if applicable  
+- `docs` have been regenerated (unless there are no code or YAML changes)  
+- BuildKite integration tests are passing
+-->
 
-**Please provide the finalized CHANGELOG entry which details the relevant changes included in this PR:**
-<!--- Copy/paste the CHANGELOG for this version below. -->
+## PR Overview 
+**Package version introduced in this PR:** 
+- 
 
-## PR Checklist
-### Basic Validation
-Please acknowledge that you have successfully performed the following commands locally:
-- [ ] dbt run –full-refresh && dbt test
-- [ ] dbt run (if incremental models are present) && dbt test
+**This PR addresses the following Issue/Feature(s):**
+<!-- Add Issue # or internal ticket reference -->
+- 
 
-Before marking this PR as "ready for review" the following have been applied:
-- [ ] The appropriate issue has been linked, tagged, and properly assigned
-- [ ] All necessary documentation and version upgrades have been applied
-- [ ] docs were regenerated (unless this PR does not include any code or yml updates)
-- [ ] BuildKite integration tests are passing
-- [ ] Detailed validation steps have been provided below
+**Summary of changes:**  
+<!-- 1-2 sentences describing PR changes. -->
+- 
 
-### Detailed Validation
-Please share any and all of your validation steps:
-<!--- Provide the steps you took to validate your changes below. -->
+### Submission Checklist  
+- [ ] Alignment meeting with the reviewer (if needed)  
+  - [ ] Timeline and validation requirements discussed  
+- [ ] Provide validation details:  
+  - [ ] **Validation Steps:** Check for unintentional effects (e.g., add/run consistency & integrity tests)
+  - [ ] **Testing Instructions:** Confirm the change addresses the issue(s)
+  - [ ] **Focus Areas:** Complex logic or queries that need extra attention  
+- [ ] Merge any relevant open PRs into this PR
 
-### If you had to summarize this PR in an emoji, which would it be?
-<!--- For a complete list of markdown compatible emojis check our this git repo (https://gist.github.com/rxaviers/7360908)  --> 
-:dancer:
+### Changelog  
+<!-- Recommend drafting changelog notes, then refining via ChatGPT using:  
+"Draft a changelog entry based on the following notes." -->
+- [ ] Draft changelog for PR  
+- [ ] Final changelog for release review

.github/workflows/auto-release.yml

@@ -3,11 +3,12 @@ on:
   pull_request:
     types:
       - closed
-    branches:
-      - main
+      - labeled
 
 jobs:
-  call-workflow-passing-data:
-    if: github.event.pull_request.merged
+  release:
+    if: |
+      (github.event.pull_request.merged == true && github.event.pull_request.base.ref == 'main') ||
+      github.event.label.name == 'pre-release'
     uses: fivetran/dbt_package_automations/.github/workflows/auto-release.yml@main
-    secrets: inherit
+    secrets: inherit

.github/workflows/generate-docs.yml

@@ -0,0 +1,13 @@
+name: 'generate dbt docs'
+on:
+  pull_request:
+    types:
+      - labeled
+
+jobs:
+  generate-docs:
+    if: github.event.label.name == 'docs:ready'
+    uses: fivetran/dbt_package_automations/.github/workflows/generate-docs.yml@update/sf-formula-utils
+    secrets: inherit
+    with:
+      schema_var_name: salesforce_schema

.gitignore

@@ -1,6 +1,73 @@
-
-target/
+# dbt
+**/package-lock.yml
+package-lock.yml
+.dbt/
 dbt_modules/
+dbt_packages/
 logs/
+profiles.yml
+target/
+*.log
+
+# IDE files
+.idea/
+.vscode/
+*~
+*.swp
+*.swo
+
+# Jupyter Notebook
+.ipynb_checkpoints
+
+# OS generated files
+**/.DS_Store
+.DS_Store
+.Spotlight-V100
+.Trashes
+._*
+Thumbs.db
+ehthumbs.db
+
+# Python
+*.egg
+*.egg-info/
+*.py[cod]
+*.so
+*$py.class
+.Python
+__pycache__/
+build/
+develop-eggs/
+dist/
+downloads/
+eggs/
+.env
+.installed.cfg
+lib/
+lib64/
+MANIFEST
+parts/
+sdist/
+var/
+wheels/
+
+# Secrets and credentials
+.env.*
+.secrets
+credentials.json
+service-account.json
+
+# Temporary files
+.cache/
+*.temp
+*.tmp
 
-dbt_packages/
+# Virtual environments
+.conda/
+.env
+.venv
+ENV/
+env/
+env.bak/
+venv/
+venv.bak/

CHANGELOG.md

@@ -1,3 +1,13 @@
+# dbt_salesforce_formula_utils v0.11.0
+
+[PR #126](https://github.com/fivetran/dbt_salesforce_formula_utils/pull/126) includes the following updates:
+
+## Features
+  - Increases the required dbt version upper limit to v3.0.0
+
+## Under the Hood
+  - Updates the README and integration tests architecture to align with other packages
+
 # dbt_salesforce_formula_utils v0.10.0
 [PR #109](https://github.com/fivetran/dbt_salesforce_formula_utils/pull/109) includes the following updates:
 

LICENSE

@@ -186,7 +186,7 @@
       same "printed page" as the copyright notice for easier
       identification within third-party archives.
 
-   Copyright [yyyy] [name of copyright owner]
+   Copyright © 2025 Fivetran Inc.
 
    Licensed under the Apache License, Version 2.0 (the "License");
    you may not use this file except in compliance with the License.

README.md

@@ -5,11 +5,14 @@
         href="https://github.com/fivetran/dbt_salesforce_formula_utils/blob/main/LICENSE">
         <img src="https://img.shields.io/badge/License-Apache%202.0-blue.svg" /></a>
     <a alt="dbt-core">
-        <img src="https://img.shields.io/badge/dbt_Core™_version->=1.3.0_<2.0.0-orange.svg" /></a>
+        <img src="https://img.shields.io/badge/dbt_Core™_version->=1.3.0_,<2.0.0-orange.svg" /></a>
     <a alt="Maintained?">
         <img src="https://img.shields.io/badge/Maintained%3F-yes-green.svg" /></a>
     <a alt="PRs">
         <img src="https://img.shields.io/badge/Contributions-welcome-blueviolet" /></a>
+    <a alt="Fivetran Quickstart Compatible"
+        href="https://fivetran.com/docs/transformations/dbt/quickstart">
+        <img src="https://img.shields.io/badge/Fivetran_Quickstart_Compatible%3F-yes-green.svg" /></a>
 </p>
 
 ## What does this dbt package do?
@@ -30,7 +33,7 @@ The [`sfdc_formula_view`](https://github.com/fivetran/dbt_salesforce_formula_uti
 ```yml
 packages:
   - package: fivetran/salesforce_formula_utils
-    version: [">=0.10.0", "<0.11.0"] # we recommend using ranges to capture non-breaking changes automatically
+    version: [">=0.11.0", "<0.12.0"] # we recommend using ranges to capture non-breaking changes automatically
 ```
 
 ### Step 3: Define required source tables
@@ -63,7 +66,6 @@ To create a model that includes all formula fields:
 
 **Output**: All formulas for the chosen source table will be included in the resulting `select` statement.
 
-
 #### Automate model creation
 If you have multiple models you need to create, you can also leverage the [sfdc_formula_model_automation](https://github.com/fivetran/dbt_salesforce_formula_utils#sfdc_formula_model_automationsh-source) script within this project to automatically create models locally via the command line. Below is an example command to copy and edit.
 
@@ -75,14 +77,13 @@ source dbt_packages/salesforce_formula_utils/sfdc_formula_model_automation.sh ".
 
 > Note: In order for this command to work, you must currently be within the root directory of your dbt project.
 
-
 ### Step 5: Execute models
 Once you have created all your desired models and copied/modified the sql snippet into each model you will execute `dbt deps` to install the macro package, then execute `dbt run` to generate the models. Additionally, you can reference the [integration_tests](https://github.com/fivetran/dbt_salesforce_formula_utils/tree/main/integration_tests/models) folder for examples on how to use the macro within your models.
 
 ### (Optional) Step 6: Orchestrate your models with Fivetran Transformations for dbt Core™
 <details><summary>Expand to view details</summary>
 <br>
-    
+
 Fivetran offers the ability for you to orchestrate your dbt project through [Fivetran Transformations for dbt Core™](https://fivetran.com/docs/transformations/dbt). Learn how to set up your project for orchestration through Fivetran in our [Transformations for dbt Core setup guides](https://fivetran.com/docs/transformations/dbt#setupguide).
 </details>
 

dbt_project.yml

@@ -1,4 +1,4 @@
 name: 'salesforce_formula_utils'
-version: '0.10.0'
+version: '0.11.0'
 config-version: 2
-require-dbt-version: [">=1.3.0", "<2.0.0"]
+require-dbt-version: [">=1.3.0", "<3.0.0"]