Merge pull request #68 from fivetran/feature/add_xero__calendar_start_date_var

feature/add_xero___calendar_start_date_var

Author: fivetran-savage

CHANGELOG.md

@@ -1,3 +1,15 @@
+# dbt_xero v1.0.1
+[PR #68](https://github.com/fivetran/dbt_xero/pull/68) includes the following updates:
+
+## Feature Update
+- Added optional `xero__calendar_start_date` variable to allow users to customize the start date for the calendar spine model. The variable defaults to `2019-01-01`, maintaining backward compatibility with existing implementations.
+
+## Under the Hood
+- Updated `vertical_general_ledger_tracking` validation test to filter on `tracking_option_name`, which was renamed for `option`.
+
+## Documentation
+- Updated README to include instructions for configuring the new `xero__calendar_start_date` variable.
+
 # dbt_xero v1.0.0
 
 [PR #64](https://github.com/fivetran/dbt_xero/pull/64) includes the following updates:

README.md

@@ -64,6 +64,15 @@ vars:
 
 ### (Optional) Step 4: Additional configurations
 
+#### Change the calendar start date
+Our date-based models start at `2019-01-01` by default. To customize the start date, add the following variable to your `dbt_project.yml` file:
+
+```yml
+vars:
+  xero:
+    xero__calendar_start_date: 'yyyy-mm-dd' # default is 2019-01-01
+```
+
 #### Multi-currency Support Limitations
 Currently, our dbt models for Xero have limited support for multi-currency accounting, particularly for handling unrealized currency gains and losses and bank revaluations, as they require historical or current exchange rate data that is not available in the Xero connector to fully calculate.
 

dbt_project.yml

@@ -1,5 +1,5 @@
 name: 'xero'
-version: '1.0.0'
+version: '1.0.1'
 config-version: 2
 require-dbt-version: [">=1.3.0", "<2.0.0"]
 

docs/catalog.json

@@ -1,5 +1,5 @@
 name: 'xero_integration_tests'
-version: '1.0.0'
+version: '1.0.1'
 profile: 'integration_tests'
 config-version: 2
 

docs/manifest.json

@@ -15,7 +15,7 @@ with staging as (
         journal_line_id,
         source_relation
     from {{ ref('stg_xero__journal_line_has_tracking_category') }}
-    where option is not null
+    where tracking_option_name is not null
 )
 
 {% if using_tracking_categories %}

integration_tests/dbt_project.yml

@@ -1,9 +1,11 @@
+{% set start_date = var('xero__calendar_start_date', '2019-01-01') %}
+
 with spine as (
 
     {{ 
         dbt_utils.date_spine(
             datepart="month",
-            start_date="cast('2019-01-01' as date)",
+            start_date="cast('" ~ start_date ~ "' as date)",
             end_date=dbt.dateadd(datepart='month', interval=1, from_date_or_timestamp="current_date")
         )
     }}