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Merge pull request #40 from fivetran/MagicBot/documentation-updates
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Documentation Standard Updates
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fivetran-avinash authored Sep 4, 2024
2 parents bc3dafb + 97fb96a commit ae4e744
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23 changes: 21 additions & 2 deletions .github/ISSUE_TEMPLATE/bug-report.yml
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name: 🐞 Bug
description: Report a bug or an issue you've found within the dbt package
title: "[Bug] <title>"
labels: ["bug", "triage"]
labels: ["type:bug"]
body:
- type: markdown
attributes:
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description: A concise description of what you expected to happen.
validations:
required: true
- type: textarea
attributes:
label: Possible solution
description: Were you able to investigate and/or discover a potential fix to this bug in your investigation? If so, it would be much appreciated if you could submit code samples to show us how your fix resolved this issue.
validations:
required: false
- type: textarea
attributes:
label: dbt Project configurations
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- other (mention it in "Additional Context")
validations:
required: true
- type: dropdown
id: orchestration_type
attributes:
label: How are you running this dbt package?
multiple: true
options:
- Fivetran Quickstart Data Model
- Fivetran Transformations
- dbt Core™
- dbt Cloud™
- other (mention it in "Additional Context")
validations:
required: true
- type: textarea
attributes:
label: dbt Version
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description: Our team will assess this issue and let you know if we will add it to a future sprint. However, if you would like to expedite the solution, we encourage you to contribute to the package via a PR. Our team will then work with you to approve and merge your contributions as soon as possible.
options:
- label: Yes.
- label: Yes, but I will need assistance and will schedule time during our [office hours](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) for guidance
- label: Yes, but I will need assistance.
- label: No.
required: false
3 changes: 3 additions & 0 deletions .github/ISSUE_TEMPLATE/config.yml
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contact_links:
- name: Provide feedback to our dbt package team
url: https://www.surveymonkey.com/r/DQ7K7WW
about: Fill out our survey form to provide valuable feedback to the Fivetran team developing and maintaining the dbt packages.
- name: Fivetran connector question
url: https://support.fivetran.com/hc
about: Have a question about your connector? Check out the Fivetran support portal for more details.
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11 changes: 9 additions & 2 deletions .github/ISSUE_TEMPLATE/feature-request.yml
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name: 🎉 Feature
description: Suggest a new feature for the Fivetran dbt package
title: "[Feature] <title>"
labels: ["enhancement"]
labels: ["type:enhancement"]
body:
- type: markdown
attributes:
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description: A clear and concise description of what you want to happen and why you want the new feature.
validations:
required: true
- type: textarea
attributes:
label: How would you implement this feature?
description: |
How would you build out this feature with your existing data? Any code examples you can provide to help accelerate development on this issue?
validations:
required: true
- type: textarea
attributes:
label: Describe alternatives you've considered
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description: Our team will assess this feature and let you know if we will add it to a future sprint. However, if you would like to expedite the feature, we encourage you to contribute to the package via a PR. Our team will then work with you to approve and merge your contributions as soon as possible.
options:
- label: Yes.
- label: Yes, but I will need assistance and will schedule time during your [office hours](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) for guidance.
- label: Yes, but I will need assistance.
- label: No.
required: false
- type: textarea
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8 changes: 7 additions & 1 deletion .github/pull_request_template.md
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<!--- To select a checkbox you simply need to add an "x" with no spaces between the brackets (eg. [x] Yes). -->
- [ ] Yes

**Provide an emoji that best describes your current mood**
**Typically there are additional maintenance changes required before this will be ready for an upcoming release. Are you comfortable with the Fivetran team making a few commits directly to your branch?**
<!--- If you select Yes this will help expedite your PR in case there are small changes required before approval. We encourage you not to use this branch in a production environment as we may make additional updates. -->
<!--- If you select No, we will not make any changes directly to your branch and will either communicate any planned changes via the PR thread or will merge your PR into a separate branch so we may make changes without modifying your branch.. -->
- [ ] Yes
- [ ] No

**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:

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43 changes: 21 additions & 22 deletions README.md
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# Github Source dbt Package ([Docs](https://fivetran.github.io/dbt_github_source/))
# 📣 What does this dbt package do?
## What does this dbt package do?
<!--section="github_source_model"-->
- Materializes [Github staging tables](https://fivetran.github.io/dbt_github_source/#!/overview/github_source/models/?g_v=1&g_e=seeds) which leverage data in the format described by [this ERD](https://fivetran.com/docs/applications/github/#schemainformation). These staging tables clean, test, and prepare your Github data from [Fivetran's connector](https://fivetran.com/docs/applications/github) for analysis by doing the following:
- Name columns for consistency across all packages and for easier analysis
Expand All @@ -25,21 +25,21 @@
- These tables are designed to work simultaneously with our [Github transformation package](https://github.com/fivetran/dbt_github).
<!--section-end-->

# 🎯 How do I use the dbt package?
## Step 1: Prerequisites
## How do I use the dbt package?
### Step 1: Prerequisites
To use this dbt package, you must have the following:
- At least one Fivetran Github connector syncing data into your destination.
- At least one Fivetran Github connector syncing data into your destination.
- A **BigQuery**, **Snowflake**, **Redshift**, **PostgreSQL** or **Databricks** destination.

### Databricks Dispatch Configuration
#### Databricks Dispatch Configuration
If you are using a Databricks destination with this package you will need to add the below (or a variation of the below) dispatch configuration within your `dbt_project.yml`. This is required in order for the package to accurately search for macros within the `dbt-labs/spark_utils` then the `dbt-labs/dbt_utils` packages respectively.
```yml
dispatch:
- macro_namespace: dbt_utils
search_order: ['spark_utils', 'dbt_utils']
```
## Step 2: Install the package (skip if also using the `github` transformation package)
### Step 2: Install the package (skip if also using the `github` transformation package)
Include the following github_source package version in your `packages.yml` file.
> TIP: Check [dbt Hub](https://hub.getdbt.com/) for the latest installation instructions or [read the dbt docs](https://docs.getdbt.com/docs/package-management) for more information on installing packages.
```yaml
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version: [">=0.8.0", "<0.9.0"] # we recommend using ranges to capture non-breaking changes automatically
```

## Step 3: Define database and schema variables
### Step 3: Define database and schema variables
By default, this package runs using your destination and the `github` schema. If this is not where your github data is (for example, if your github schema is named `github_fivetran`), add the following configuration to your root `dbt_project.yml` file:

```yml
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github_schema: your_schema_name
```

## Step 4: Disable models for non-existent sources
### Step 4: Disable models for non-existent sources
Your Github connector might not sync every table that this package expects. If your syncs exclude certain tables, it is because you either don't use that functionality in Github or have actively excluded some tables from your syncs.

If you do not have the `TEAM` and `REPO_TEAM` tables synced, add the following variable to your `dbt_project.yml` file:
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```
*Note: This package only integrates the above variable. If you'd like to disable other models, please create an [issue](https://github.com/fivetran/dbt_github_source/issues) specifying which ones.*

## (Optional) Step 5: Additional configurations
### (Optional) Step 5: Additional configurations
<details open><summary>Expand/collapse configurations</summary>

### Change the build schema
#### Change the build schema
By default, this package builds the github staging models within a schema titled (`<target_schema>` + `_github_source`) in your destination. If this is not where you would like your github staging data to be written, add the following configuration to your root `dbt_project.yml` file:

```yml
models:
github_source:
+schema: my_new_schema_name # leave blank for just the target_schema
```
### Change the source table references
#### Change the source table references
If an individual source table has a different name than the package expects, add the table name as it appears in your destination to the respective variable:
> IMPORTANT: See this project's [`dbt_project.yml`](https://github.com/fivetran/dbt_github_source/blob/main/dbt_project.yml) variable declarations to see the expected names.

Expand All @@ -90,15 +90,15 @@ vars:

</details>

## (Optional) Step 5: Orchestrate your models with Fivetran Transformations for dbt Core™
### (Optional) Step 5: Orchestrate your models with Fivetran Transformations for dbt Core™
<details><summary>Expand for more details</summary>

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>

## 🔍 Does this package have dependencies?
This dbt package is dependent on the following dbt packages. Please be aware that these dependencies are installed by default within this package. For more information on the following packages, refer to the [dbt hub](https://hub.getdbt.com/) site.
### Does this package have dependencies?
This dbt package is dependent on the following dbt packages. These dependencies are installed by default within this package. For more information on the following packages, refer to the [dbt hub](https://hub.getdbt.com/) site.
> IMPORTANT: If you have any of these dependent packages in your own `packages.yml` file, we highly recommend that you remove them from your root `packages.yml` to avoid package version conflicts.

```yml
Expand All @@ -113,16 +113,15 @@ packages:
version: [">=0.3.0", "<0.4.0"]
```
# 🙌 How is this package maintained and can I contribute?
## Package Maintenance
## How is this package maintained and can I contribute?
### Package Maintenance
The Fivetran team maintaining this package _only_ maintains the latest version of the package. We highly recommend that you stay consistent with the [latest version](https://hub.getdbt.com/fivetran/github_source/latest/) of the package and refer to the [CHANGELOG](https://github.com/fivetran/dbt_github_source/blob/main/CHANGELOG.md) and release notes for more information on changes across versions.

## Contributions
A small team of analytics engineers at Fivetran develops these dbt packages. However, the packages are made better by community contributions!
### Contributions
A small team of analytics engineers at Fivetran develops these dbt packages. However, the packages are made better by community contributions.

We highly encourage and welcome contributions to this package. Check out [this dbt Discourse article](https://discourse.getdbt.com/t/contributing-to-a-dbt-package/657) to learn how to contribute to a dbt package!
We highly encourage and welcome contributions to this package. Check out [this dbt Discourse article](https://discourse.getdbt.com/t/contributing-to-a-dbt-package/657) to learn how to contribute to a dbt package.

# 🏪 Are there any resources available?
- If you have questions or want to reach out for help, please refer to the [GitHub Issue](https://github.com/fivetran/dbt_github_source/issues/new/choose) section to find the right avenue of support for you.
## Are there any resources available?
- If you have questions or want to reach out for help, see the [GitHub Issue](https://github.com/fivetran/dbt_github_source/issues/new/choose) section to find the right avenue of support for you.
- If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our [Feedback Form](https://www.surveymonkey.com/r/DQ7K7WW).
- Have questions or want to be part of the community discourse? Create a post in the [Fivetran community](https://community.fivetran.com/t5/user-group-for-dbt/gh-p/dbt-user-group) and our team along with the community can join in on the discussion!

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