PR #147 includes the following updates:

Under the Hood

• Updates stripe__subscription_item_mrr_report to cap the MRR date spine at the end of the current month instead of deriving it from the maximum current_period_end across all subscriptions. Because current_period_end is a future timestamp for active subscriptions, the previous approach generated rows for months that have not yet occurred. The model now reflects only months up to and including the current month. See the DECISIONLOG for more details.

Bug Fix

• Fixes a bug affecting a small number of customers due to the stripe__customer_metadata variable being erroneously included in the dbt_utils.star exception list of the customer_transactions_overview CTE of stripe__customer_overview. When the stripe__customer_metadata was enabled, it had the potential to cause model run failures due to column-count mismatches with union all branch.

Full Changelog: v1.6.1...v1.7.0

PR #144 includes the following update:

Bug Fix

• Updates the subscription_discount source column reference from checkout_session_id to checkout_session to match the raw Stripe source naming convention. The output column name checkout_session_id is preserved as an alias in the staging layer, so there is no downstream impact.

Full Changelog: v1.6.0...v1.6.1

PR #141 includes the following updates:

Schema/Data Changes

3 total changes • 0 possible breaking changes

Bug Fixes

• Removes convert_values macro from amount calculation in stripe__subscription_item_mrr_report. The macro is already applied at the staging layer and applying it to the metric calculation was causing a double conversion, leading to potential undercalculation of MRR values when stripe__convert_values was set to true.
• Adds convert_values macro to amount_off field value in stg_stripe__coupon table to ensure correct conversion of discounted amount when customers have the variable set to true.

Under the Hood

• Updates int_stripe__subscription_discount to source from the subscription_discount table via the new stg_stripe__subscription_discount staging model, instead of sourcing from the discount table via stg_stripe__discount.
• Adds integration test seed files subscription_discount_data.csv, subscription_discount_data_snowflake.csv, and subscription_discount_data_postgres.csv.

Full Changelog: v1.5.0...v1.6.0

PR #141 is a pre-release that includes the following updates:

Schema/Data Change

2 total changes • 0 possible breaking changes

Under the Hood

• Updates int_stripe__subscription_discount to source from the SUBSCRIPTION_DISCOUNT table via the new stg_stripe__subscription_discount staging model, instead of sourcing from the DISCOUNT table via stg_stripe__discount.
• Updates stripe__subscription_item_mrr_report to incorporate discount data from the SUBSCRIPTION_DISCOUNT table rather than the DISCOUNT table.
• Adds integration test seed files subscription_discount_data.csv, subscription_discount_data_snowflake.csv, and subscription_discount_data_postgres.csv.

Full Changelog: v1.5.0...v1.6.0-a1

Schema Changes

2 total changes • 1 possible breaking change

Feature Updates

• Adds configurable table variables stripe__using_transfers and stripe__using_payouts, which are set to true by default. For dbt Core users, See the README for more details on how to disable these variables.
  • stripe__using_transfers disables the Transfers source and any relevant downstream components.
  • stripe__using_payouts disables both the Payouts and Payout Balance Transactions sources, along with any related downstream components.
• Introduces support for the newer, more flexible unioning framework. Previously, to run the package on multiple Stripe sources at once, you could only use the union_schemas variable OR union_databases (mutually exclusive). While these setups are still supported for backwards compatibility, we recommend using stripe_sources instead. See the README for more details.

# dbt_project.yml

vars:
  stripe:
    stripe_sources:
      - database: connection_1_destination_name # Required
        schema: connection_1_schema_name # Required
        name: connection_1_source_name # Required only if following this step: https://github.com/fivetran/dbt_stripe/blob/main/README.md#recommended-incorporate-unioned-sources-into-dag

      - database: connection_2_destination_name
        schema: connection_2_schema_name
        name: connection_2_source_name

• Updates end models (stripe__balance_transactions, stripe__customer_overview, stripe__invoice_details, stripe__invoice_line_item_details, stripe__subscription_details) to dynamically include metadata fields from staging models when metadata variables are configured. See the README for more details.

Quickstart Updates

• Creates table variables for sources transfer, payout, and payout_balance_transaction. These source tables must be selected in the Fievetran connector UI for the variables to be set to True and the dependent models to be run.
• Adds stripe__charge_metadata, stripe__invoice_metadata, and stripe__subscription_metadata to supported_vars as optional properties to be pivoted into columns in various end models. These variables can be configured directly through the supportedVars section in the Quickstart UI.

Under the Hood

• Updates all tmp staging models to conditionally use either the new stripe_union_connections macro (when stripe_sources is configured) or the legacy fivetran_utils.union_data macro (for backward compatibility).
• Updates all staging models to use the new stripe.apply_source_relation() macro instead of fivetran_utils.source_relation().
• Adds stripe.select_metadata_columns() macro to handle both dictionary and alias variable metadata inputs.
• Adds metadata column to get_coupon_columns() macro and coupon_data.csv seed file.
• Updates integration test seed data for customer and invoice tables.

Full Changelog: v1.4.0...v1.5.0

PR #138 includes the following updates:

Schema/Data Change

3 total change • 0 possible breaking changes

Feature Update

• Adds new analyses folder with advanced revenue reporting:
  • stripe__arr_snapshot_analysis: Generates a high-level ARR snapshot report for the entire business for revenue forecasting.
  • stripe__customer_mrr_analysis: Generates an MRR report at the customer level for retention reporting and cohort analysis.
  • These analysis files reference the stripe__subscription_item_mrr_report model and can be compiled using dbt compile and executed directly in your data warehouse.

Documentation

• Adds comprehensive column documentation for stripe__subscription_item_mrr_report in stripe.yml.
• Adds README in the analysis folder with instructions on how to compile and use the analysis SQL.

Under the Hood

• Adds consistency test for stripe__subscription_item_mrr_report model.
• Updates integration_tests/seeds/price_data.csv with additional test data.
• Adds stripe__subscription_item_mrr_report model to quickstart.yml public models list.

Full Changelog: v1.3.0...v1.4.0

PR #139 includes the following updates:

Documentation

• Updates README with standardized Fivetran formatting.

Under the Hood

• In the quickstart.yml file:
  • Adds table_variables for relevant sources to prevent missing sources from blocking downstream Quickstart models.
  • Adds supported_vars for Quickstart UI customization.

Full Changelog: v1.2.0...v1.3.0

PR #138 includes the following update:

Under the Hood

• Removes dependency on int_stripe__date_spine from stripe__subscription_item_mrr_report so users do not need to have the account table enabled to use the MRR report.
• Explicitly casts recurring_interval field as string to avoid datatype errors.

Full Changelog: v1.3.0-a3...v1.3.0-a4

PR #138 includes the following updates:

Under the Hood

• Adds docs.

Full Changelog: v1.3.0-a2...v1.3.0-a3

PR #138 includes the following updates:

Under the Hood

• Adds stripe__subscription_item_mrr_report model to quickstart.yml public models list.

Full Changelog: v1.3.0-a1...v1.3.0-a2