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dbt_zuora version.version

Documentation

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

dbt_zuora v0.3.1

PR #18 includes the following updates:

Fixes

  • Removed zuora__line_item_enhanced from the public quickstart.yml models, as it's disabled by default.

Documentation Update

  • Moved badges at top of the README below the H1 header to be consistent with popular README formats.

dbt_zuora v0.3.0

PR #13 includes the following breaking changes:

Feature Updates

  • Addition of the zuora__line_item_enhanced model. This model constructs a comprehensive, denormalized analytical table that enables reporting on key revenue, subscription, customer, and product metrics from your billing platform. It’s designed to align with the schema of the *__line_item_enhanced model found in Zuora, Recharge, Stripe, Shopify, and Recurly, offering standardized reporting across various billing platforms. To see the kinds of insights this model can generate, explore example visualizations in the Fivetran Billing Model Streamlit App. Visit the app for more details.
    • This model is currently disabled by default. You may enable it by setting the zuora__standardized_billing_model_enabled as true in your dbt_project.yml.

Under the Hood:

  • Updated the pull request templates.
  • Included auto-releaser GitHub Actions workflow to automate future releases.

dbt_zuora v0.2.1

PR #10 includes the following breaking changes:

🔧 Fixes

  • Updated zuora__line_item_history so that all tax_amount_home_currency values associated with a given invoice_item_id are summed rather than simply joined. This ensures the grain for this model is kept at the invoice_item_id level.
  • Updated surrogate key subscription_key in zuora__subscription_overview to include amendment_id. This accounts for multiple amendments associated with the same record.

dbt_zuora v0.2.0

PR #8 includes the following breaking changes:

🚨 Breaking Changes 🚨

  • Redesigned zuora__billing_history so invoice_id was the actual grain, accounting for the cases when invoices can be tied to multiple credit balance adjustments and payments. This required the following steps:
    • All metrics associated with credit_balance_adjustment_id in int_zuora__billing_enriched were aggregated on the invoice level (number of credit balance adjustments,total credit balance amount in home currency, first and last dates of credit balance adjustments on the invoice). Fields associated with an individual credit_balance_adjustment_id were removed.
    • All metrics associated with payment_id in int_zuora__billing_enriched were aggregated on the invoice level (number of payments, total payment amount in home currency, first and last dates of payments on the invoice). Fields associated with an individual payment_id were removed.
    • Aggregated count of payment_method_id to gather a count of payment methods on each invoice.
    • A full list of field changes in zuora__billing_history is provided below:
Zuora__billing_history updates Field changes
Added payment fields payments, first_payment_date, most_recent_payment_date, payment_methods
Modified payment fields (aggregated line items) invoice_amount_unpaid_home_currency
Removed payment fields payment_id, payment_number, payment_date, payment_status, payment_type
Added credit balance adjustment fields credit_balance_adjustments, first_credit_balance_adjustment_date, most_recent_credit_balance_adjustment_date
Modified credit balance adjustment fields (aggregated line items) credit_balance_adjustment_amount_home_currency
Removed credit balance adjustment fields credit_balance_adjustment_id, credit_balance_adjustment_number, credit_balance_adjustment_reason_code, credit_balance_adjustment_date
Added payment method fields payment_methods
Removed payment method fields payment_method_id, payment_method_type, payment_method_subtype, is_payment_method_active
  • Updated yml of zuora__billing_history with aggregated fields, and removed non-aggregated fields associated with credit balance adjustments, payments, and payment methods.
  • Modified int_zuora__account_enriched to account for new aggregated metric fields being pulled from zuora__billing_history.

🔧 Under The Hood 🔩

  • Updated seed files in integration_tests to reproduce the initial invoice_id uniqueness test issue for multiple credit balance adjustments and payments for one invoice.

dbt_zuora v0.1.0

🎉 This is the initial release of this package! 🎉

📣 What does this dbt package do?

  • Produces modeled tables that leverage Zuora data from Fivetran's connector in the format described by this ERD and build off the output of our Zuora source package.
  • The above mentioned models enable you to better understand your Zuora performance metrics at different granularities. It achieves this by:
    • Providing intuitive reporting at the account and the subscription levels.
    • Creates a billing history model at the invoice level and a line item history model to evaluate data at the invoice item level.
    • Builds a daily overview of account balance activity using the billing history data.
    • Generates a monthly recurring revenue table at the account level.
    • A churn analysis model is also available in the analysis folder to evaluate account churn at the monthly level. More details area available in the DECISIONLOG.
  • Generates a comprehensive data dictionary of your source and modeled Zuora data through the dbt docs site.

For more information, refer to the README.