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Merge pull request #28 from fivetran/feature/standardization-updates
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Feature/standardization updates
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fivetran-joemarkiewicz authored Oct 6, 2022
2 parents 914311b + d2c9ba7 commit 2a7a104
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32 changes: 16 additions & 16 deletions .circleci/config.yml
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Expand Up @@ -37,6 +37,22 @@ jobs:
dbt run --target postgres --full-refresh
dbt run --target postgres
dbt test --target postgres
- run:
name: "Run Tests - Redshift"
command: |
. venv/bin/activate
echo `pwd`
cd integration_tests
dbt deps
dbt seed --target redshift --full-refresh
dbt run --vars '{jira_using_sprints: false, jira_using_components: false, jira_using_versions: false}' --target redshift --full-refresh
dbt run --target redshift --full-refresh
dbt run --target redshift
dbt test --target redshift
- save_cache:
key: deps2-{{ .Branch }}
paths:
- "venv"
- run:
name: "Run Tests - Snowflake"
command: |
Expand Down Expand Up @@ -64,19 +80,3 @@ jobs:
dbt run --target bigquery --full-refresh
dbt run --target bigquery
dbt test --target bigquery
- run:
name: "Run Tests - Redshift"
command: |
. venv/bin/activate
echo `pwd`
cd integration_tests
dbt deps
dbt seed --target redshift --full-refresh
dbt run --vars '{jira_using_sprints: false, jira_using_components: false, jira_using_versions: false}' --target redshift --full-refresh
dbt run --target redshift --full-refresh
dbt run --target redshift
dbt test --target redshift
- save_cache:
key: deps2-{{ .Branch }}
paths:
- "venv"
3 changes: 3 additions & 0 deletions .github/ISSUE_TEMPLATE/config.yml
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@@ -1,4 +1,7 @@
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: Ask a question during our office hours
url: https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours
about: Schedule time during the external office hours block with the Fivetran Analytics Engineering team for support
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8 changes: 7 additions & 1 deletion CHANGELOG.md
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@@ -1,3 +1,10 @@
# dbt_jira_source v0.5.0
## 🚨 Breaking Changes 🚨
- The default schema for the source tables are now built within a schema titled (`<target_schema>` + `_jira_source`) in your destination. The previous default schema was (`<target_schema>` + `_stg_jira`). This may be overwritten if desired.
## 🎉 Documentation and Feature Updates
- Updated README documentation updates for easier navigation and setup of the dbt package
- Added `jira_[source_table_name]_identifier` variables to allow for easier flexibility of the package to refer to source tables with different names.
- Source config has been added to the `sprint`, `component`, `priority`, and `version` sources. This ensures the source freshness will not be run if they are disabled within the package.
# dbt_jira_source v0.4.2
## Features
- Added the `parent_id` field in the `stg_jira__field_option` model. This field is used when defining custom fields as parent and child custom fields can be created to define a variety of main categories and subcategories. ([#32](https://github.com/fivetran/dbt_jira_source/pull/32))
Expand All @@ -11,7 +18,6 @@

## Contributors
- @everettttt ([#30](https://github.com/fivetran/dbt_jira_source/pull/30))

# dbt_jira_source v0.4.0
🎉 dbt v1.0.0 Compatibility 🎉
## 🚨 Breaking Changes 🚨
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205 changes: 109 additions & 96 deletions README.md
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@@ -1,96 +1,109 @@
[![Apache License](https://img.shields.io/badge/License-Apache%202.0-blue.svg)](https://opensource.org/licenses/Apache-2.0)
# Jira (Source)

This package models Jira data from [Fivetran's connector](https://fivetran.com/docs/applications/jira). It uses data in the format described by [this ERD](https://fivetran.com/docs/applications/jira/#schemainformation).

> Note: This schema applies to Jira connectors set up or fully re-synced after September 10, 2020.
This package enriches your Fivetran data by doing the following:
- Adds descriptions to tables and columns that are synced using Fivetran
- Adds column-level testing where applicable. For example, all primary keys are tested for uniqueness and non-null values.
- Models staging tables, which will be used in our transform package

## Models
This package contains staging models, designed to work simultaneously with our [Jira transformation package](https://github.com/fivetran/dbt_jira). The staging models:
- Remove any rows that are soft-deleted
- Name columns consistently across all packages:
- Boolean fields are prefixed with `is_` or `has_`
- Timestamps are appended with `_at`
- ID primary keys are prefixed with the name of the table. For example, the `issue` table's ID column is renamed `issue_id`.
- Foreign keys include the table that they refer to. For example, an issue's `assignee` user ID column is renamed `assignee_user_id`.

## Installation Instructions
Add the following to your `packages.yml` file:
```yml
# packages.yml
packages:
- package: fivetran/jira_source
version: [">=0.4.0", "<0.5.0"]
```
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.
## Configuration
By default, this package looks for your Jira data in the `jira` schema of your [target database](https://docs.getdbt.com/docs/running-a-dbt-project/using-the-command-line-interface/configure-your-profile). If this is not where your Jira data is, add the following configuration to your `dbt_project.yml` file:

```yml
# dbt_project.yml
...
config-version: 2
vars:
jira_database: your_database_name
jira_schema: your_schema_name
```

### Disabling models

It's possible that your Jira connector does 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 Jira or actively excluded some tables from your syncs. To disable the corresponding functionality in the package, you must add the relevant variables. By default, all variables are assumed to be `true`. Add variables for only the tables you would like to disable:

```yml
# dbt_project.yml
...
config-version: 2
vars:
jira_using_sprints: false # Disable if you do not have the sprint table, or if you do not want sprint related metrics reported
jira_using_components: false # Disable if you do not have the component table, or if you do not want component related metrics reported
jira_using_versions: false # Disable if you do not have the versions table, or if you do not want versions related metrics reported
jira_using_priorities: false # disable if you are not using priorities in Jira
```

### Changing the Build Schema
By default this package will build the Jira staging models within a schema titled (<target_schema> + `_stg_jira`) in your target database. If this is not where you would like your Jira staging data to be written to, add the following configuration to your `dbt_project.yml` file:

```yml
# dbt_project.yml
...
models:
jira_source:
+schema: my_new_schema_name # leave blank for just the target_schema
```

## Contributions
Additional contributions to this package are very welcome! Please create issues
or open PRs against `main`. Check out
[this post](https://discourse.getdbt.com/t/contributing-to-a-dbt-package/657)
on the best workflow for contributing to a package.

## Database Support
This package has been tested on BigQuery, Snowflake, Redshift, and Postgres.

## Resources:
- Provide [feedback](https://www.surveymonkey.com/r/DQ7K7WW) on our existing dbt packages or what you'd like to see next
- Have questions or feedback, or need help? Book a time during our office hours [here](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) or shoot us an email at solutions@fivetran.com.
- Find all of Fivetran's pre-built dbt packages in our [dbt hub](https://hub.getdbt.com/fivetran/)
- Learn how to orchestrate your models with [Fivetran Transformations for dbt Core™](https://fivetran.com/docs/transformations/dbt)
- Learn more about Fivetran overall [in our docs](https://fivetran.com/docs)
- Check out [Fivetran's blog](https://fivetran.com/blog)
- Learn more about dbt [in the dbt docs](https://docs.getdbt.com/docs/introduction)
- Check out [Discourse](https://discourse.getdbt.com/) for commonly asked questions and answers
- Join the [chat](http://slack.getdbt.com/) on Slack for live discussions and support
- Find [dbt events](https://events.getdbt.com) near you
- Check out [the dbt blog](https://blog.getdbt.com/) for the latest news on dbt's development and best practices
<p align="center">
<a alt="License"
href="https://github.com/fivetran/dbt_jira_source/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->=1.0.0_<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>
</p>

# Jira Source dbt Package ([Docs](https://fivetran.github.io/dbt_jira_source/))
# 📣 What does this dbt package do?
- Materializes [Jira staging tables](https://fivetran.github.io/dbt_jira_source/#!/overview/jira_source/models/?g_v=1) which leverage data in the format described by [this ERD](https://fivetran.com/docs/applications/jira/#schemainformation). These staging tables clean, test, and prepare your Jira data from [Fivetran's connector](https://fivetran.com/docs/applications/jira) for analysis by doing the following:
- Name columns for consistency across all packages and for easier analysis
- Adds freshness tests to source data
- Adds column-level testing where applicable. For example, all primary keys are tested for uniqueness and non-null values.
- Generates a comprehensive data dictionary of your Jira data through the [dbt docs site](https://fivetran.github.io/dbt_jira_source/).
- These tables are designed to work simultaneously with our [Jira transformation package](https://github.com/fivetran/dbt_jira).

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

## Step 2: Install the package
Include the following jira_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
packages:
- package: fivetran/jira_source
version: [">=0.5.0", "<0.6.0"]
```
## Step 3: Define database and schema variables
By default, this package runs using your destination and the `jira` schema. If this is not where your Jira data is (for example, if your Jira schema is named `jira_fivetran`), add the following configuration to your root `dbt_project.yml` file:

```yml
vars:
jira_database: your_destination_name
jira_schema: your_schema_name
```
## Step 4: Disable models for non-existent sources
Your Jira connector may not sync every table that this package expects. If you do not have the `SPRINT`, `COMPONENT`, or `VERSION` tables synced, add the following variable to your root `dbt_project.yml` file:

```yml
vars:
jira_using_sprints: false # Disable if you do not have the sprint table or do not want sprint-related metrics reported
jira_using_components: false # Disable if you do not have the component table or do not want component-related metrics reported
jira_using_versions: false # Disable if you do not have the versions table or do not want versions-related metrics reported
jira_using_priorities: false # disable if you are not using priorities in Jira
```

## (Optional) Step 5: Additional configurations
<details><summary>Expand to view configurations</summary>

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

```yml
models:
jira_source:
+schema: my_new_schema_name # leave blank for just the target_schema
```

### 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_jira_source/blob/main/dbt_project.yml) variable declarations to see the expected names.

```yml
vars:
jira_<default_source_table_name>_identifier: your_table_name
```

</details>

## (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>

# 🔍 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.
> 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
packages:
- package: fivetran/fivetran_utils
version: [">=0.3.0", "<0.4.0"]
- package: dbt-labs/dbt_utils
version: [">=0.8.0", "<0.9.0"]
```

# 🙌 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/jira_source/latest/) of the package and refer to the [CHANGELOG](https://github.com/fivetran/dbt_jira_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!

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_jira_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 just say hi? Book a time during our office hours [on Calendly](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) or email us at solutions@fivetran.com.
9 changes: 2 additions & 7 deletions dbt_project.yml
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@@ -1,5 +1,5 @@
name: 'jira_source'
version: '0.4.2'
version: '0.5.0'
config-version: 2
require-dbt-version: [">=1.0.0", "<2.0.0"]

Expand All @@ -24,14 +24,9 @@ vars:
sprint: "{{ source('jira', 'sprint') }}"
version: "{{ source('jira', 'version') }}"

jira_using_sprints: true # disable if you are not using sprints in Jira
jira_using_components: true # disable if you are not using components in Jira
jira_using_versions: true # disable if you are not using versions in Jira
jira_using_priorities: true # disable if you are not using priority in Jira

models:
jira_source:
tmp:
+materialized: view
+materialized: table
+schema: stg_jira
+schema: jira_source
2 changes: 1 addition & 1 deletion docs/catalog.json

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47 changes: 22 additions & 25 deletions integration_tests/dbt_project.yml
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@@ -1,42 +1,39 @@
name: 'jira_source_integration_tests'
version: '0.4.2'
version: '0.5.0'
config-version: 2
profile: 'integration_tests'


vars:
jira_source:
comment: "{{ ref('comment') }}"
component: "{{ ref('component') }}"
epic: "{{ ref('epic') }}"
field: "{{ ref('field') }}"
field_option: "{{ ref('field_option') }}"
issue_field_history: "{{ ref('issue_field_history') }}"
issue_link: "{{ ref('issue_link') }}"
issue_multiselect_history: "{{ ref('issue_multiselect_history') }}"
issue_type: "{{ ref('issue_type') }}"
issue: "{{ ref('issue') }}"
priority: "{{ ref('priority') }}"
project_board: "{{ ref('project_board') }}"
project_category: "{{ ref('project_category') }}"
project: "{{ ref('project') }}"
resolution: "{{ ref('resolution') }}"
sprint: "{{ ref('sprint') }}"
status_category: "{{ ref('status_category') }}"
status: "{{ ref('status') }}"
user_group: "{{ ref('user_group') }}"
user: "{{ ref('user') }}"
version: "{{ ref('version') }}"
jira_comment_identifier: "comment"
jira_component_identifier: "component"
jira_epic_identifier: "epic"
jira_field_identifier: "field"
jira_field_option_identifier: "field_option"
jira_issue_field_history_identifier: "issue_field_history"
jira_issue_link_identifier: "issue_link"
jira_issue_multiselect_history_identifier: "issue_multiselect_history"
jira_issue_type_identifier: "issue_type"
jira_issue_identifier: "issue"
jira_priority_identifier: "priority"
jira_project_board_identifier: "project_board"
jira_project_category_identifier: "project_category"
jira_project_identifier: "project"
jira_resolution_identifier: "resolution"
jira_sprint_identifier: "sprint"
jira_status_category_identifier: "status_category"
jira_status_identifier: "status"
jira_user_group_identifier: "user_group"
jira_user_identifier: "user"
jira_version_identifier: "version"

jira_schema: jira_source_integration_tests

seeds:
jira_source_integration_tests:
+column_types:
_fivetran_synced: timestamp
board:
+column_types:
id: "{{ 'int64' if target.name == 'bigquery' else 'bigint' }}"
comment:
+column_types:
id: "{{ 'int64' if target.name == 'bigquery' else 'bigint' }}"
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