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Feature/readme updates #71

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6 changes: 4 additions & 2 deletions CHANGELOG.md
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# New Features (In Progress)
# dbt_quickbooks v0.6.1
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## 🚨 Breaking Changes 🚨:
- Added `transaction_source` to `generate_surrogate_key` function to fix `unique_id` uniqueness issues in the `quickbooks__general_ledger` model. A full refresh is recommended for accurate and consistent surrogate keys, for more information please refer to dbt-utils [release notes](https://github.com/dbt-labs/dbt-utils/releases/tag/1.0.0) regarding `generate_surrogate_key`.
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- Created the `quickbooks__cash_flow_statement` model so customers can more easily produce their own cash flow statements. Default categorizations are created in `int_quickbooks__cash_flow_classifications`, where each account line is assigned a `cash_flow_type`, with main types being `Cash or Cash Equivalents`, `Operating`, `Investing`, and `Financing`. The `ordinal` value is also created based on the `cash_flow_type` for ordering purposes. All values created are based on cash flow best practices.[#69](https://github.com/fivetran/dbt_quickbooks/pull/69)
- For the `quickbooks__cash_flow_statement`, customers can create and configure their own `cash_flow_type` and `ordinal` for ordering purposes. [See the README](https://github.com/fivetran/dbt_quickbooks/blob/main/README.md#customize-the-cash-flow-model) for details and [use the seed `cash_flow_statement_type_ordinal_example` file](https://github.com/fivetran/dbt_quickbooks/tree/main/example_ordinal_seeds/cash_flow_statement_type_ordinal_example.csv) for guidance). [#69](https://github.com/fivetran/dbt_quickbooks/pull/69)
- Added `account_ordinal` value to `quickbooks__general_ledger_by_period`, `quickbooks__balance_sheet` and `quickbooks__profit_and_loss` to allow customers to order their financial reports based on the account field values. The ordinals can be further configured by the customer. [See the README](https://github.com/fivetran/dbt_quickbooks/blob/main/README.md#customize-the-account-ordering-of-your-profit-loss-and-balance-sheet-models) for details [and use the seed `financial_statement_ordinal_example` file](https://github.com/fivetran/dbt_quickbooks/blob/main/example_ordinal_seeds/seeds/financial_statement_ordinal_example.csv) for guidance). [#65](https://github.com/fivetran/dbt_quickbooks/pull/65)

- Added `class_id` to `quickbooks__general_ledger`, `quickbooks_general_ledger_by_period`, and `quickbooks__balance_sheet`; add in class values for all intermediate models necessary to pass into final models. [#58](https://github.com/fivetran/dbt_quickbooks/pull/58).
- Added `source_relation` field to all Quickbooks models to allow customers, if they have multiple Quickbooks connectors, to union them inside the package. [#62](https://github.com/fivetran/dbt_quickbooks/pull/62).
- Added tests to all final models, particularly to test uniqueness across a combination of columns, including `source_relation`. [#62](https://github.com/fivetran/dbt_quickbooks/pull/62)
- Modified `int_quickbooks__retained_earnings` intermediate model to accurately reflect `account_name` field, from "Net Income / Retained Earnings Adjustment" to "Net Income Adjustment". [#66](https://github.com/fivetran/dbt_quickbooks/pull/66)
- Updated README to follow latest package standards. [#71](https://github.com/fivetran/dbt_quickbooks/pull/71)
- Added `quickbooks_[source_table_name]_identifier` variables so it's easier to refer to source tables with different names. [#71](https://github.com/fivetran/dbt_quickbooks/pull/71)

# dbt_quickbooks_source v0.6.0
## 🚨 Breaking Changes 🚨:
[PR #51](https://github.com/fivetran/dbt_quickbooks/pull/51) includes the following breaking changes:
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