From daaa5a29274b7fa97628d81413ac915926a8ff76 Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Thu, 19 Oct 2023 14:17:45 -0500
Subject: [PATCH 01/16] Add lyra_subledger

---
 dbt_project.yml | 6 +++++-
 1 file changed, 5 insertions(+), 1 deletion(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index 952bb12..1b792fd 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -61,7 +61,11 @@ vars:
         alias: "special_account_type_id"
     classes_pass_through_columns: []
     departments_pass_through_columns: []
-    transactions_pass_through_columns: []
+    transactions_pass_through_columns:
+      - name: "custbody_subledger"
+        alias: "lyra_subledger"
+      - name: "custbody_subledger_id"
+        alias: "lyra_subledger_id"
     transaction_lines_pass_through_columns: []
     customers_pass_through_columns: []
     locations_pass_through_columns: []

From 3eb3866b50baebc83ec198cfcb745e1de158b93c Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Tue, 7 Nov 2023 06:54:34 -0600
Subject: [PATCH 02/16] Add fields to transactions and transaction_lines (#7)

Add extra fields for intercompany reconciliation.
---
 macros/get_subsidiaries_columns.sql                         | 3 ++-
 macros/get_transaction_lines_columns.sql                    | 4 +++-
 models/netsuite2/src_netsuite2.yml                          | 6 ++++++
 models/netsuite2/stg_netsuite2__subsidiaries.sql            | 3 ++-
 .../stg_netsuite2__transaction_accounting_lines.sql         | 1 +
 models/netsuite2/stg_netsuite2__transaction_lines.sql       | 4 +++-
 models/stg_netsuite2.yml                                    | 6 ++++++
 7 files changed, 23 insertions(+), 4 deletions(-)

diff --git a/macros/get_subsidiaries_columns.sql b/macros/get_subsidiaries_columns.sql
index b1e5efb..286d3fb 100644
--- a/macros/get_subsidiaries_columns.sql
+++ b/macros/get_subsidiaries_columns.sql
@@ -76,7 +76,8 @@
     {"name": "country", "datatype": dbt.type_string()},
     {"name": "state", "datatype": dbt.type_string()},
     {"name": "fiscalcalendar", "datatype": dbt.type_int()},
-    {"name": "parent", "datatype": dbt.type_int()}
+    {"name": "parent", "datatype": dbt.type_int()},
+    {"name": "iselimination", "datatype": dbt.type_string()}
 ] %}
 
 {{ fivetran_utils.add_pass_through_columns(columns, var('subsidiaries_pass_through_columns')) }}
diff --git a/macros/get_transaction_lines_columns.sql b/macros/get_transaction_lines_columns.sql
index a2cab97..b1629d7 100644
--- a/macros/get_transaction_lines_columns.sql
+++ b/macros/get_transaction_lines_columns.sql
@@ -42,7 +42,9 @@
     {"name": "cleared", "datatype": dbt.type_string()},
     {"name": "commitmentfirm", "datatype": dbt.type_string()},
     {"name": "mainline", "datatype": dbt.type_string()},
-    {"name": "taxline", "datatype": dbt.type_string()}
+    {"name": "taxline", "datatype": dbt.type_string()},
+    {"name": "eliminate", "datatype": dbt.type_string()},
+    {"name": "netamount", "datatype": dbt.type_float()}
 ] %}
 
 {{ fivetran_utils.add_pass_through_columns(columns, var('transaction_lines_pass_through_columns')) }}
diff --git a/models/netsuite2/src_netsuite2.yml b/models/netsuite2/src_netsuite2.yml
index 386771e..c4c8f36 100644
--- a/models/netsuite2/src_netsuite2.yml
+++ b/models/netsuite2/src_netsuite2.yml
@@ -470,6 +470,8 @@ sources:
             description: "{{ doc('fiscal_calendar_id') }}"
           - name: parent
             description: Reference to the parent subsidiary.
+          - name: iselimination
+            description: Boolean indicating if the subsidiary is an elimination subsidiary. Represented as "T" or "F" for true and false respectively.
 
       - name: transaction_accounting_line
         identifier: "{{ var('netsuite2_transaction_accounting_line_identifier', 'transactionaccountingline') }}"
@@ -538,6 +540,10 @@ sources:
             description: Boolean indicating if the transaction line is a main line entry. Represented as "T" or "F" for true and false respectively.
           - name: taxline
             description: Boolean indicating if the transaction line is a tax line. Represented as "T" or "F" for true and false respectively.
+          - name: eliminate
+            description: Boolean indicating if the transaction line is eliminated. Represented as "T" or "F" for true and false respectively.
+          - name: netamount
+            description: Net amount of transaction line.
 
       - name: transaction
         identifier: "{{ var('netsuite2_transaction_identifier', 'transaction') }}"
diff --git a/models/netsuite2/stg_netsuite2__subsidiaries.sql b/models/netsuite2/stg_netsuite2__subsidiaries.sql
index fcac161..2f21575 100644
--- a/models/netsuite2/stg_netsuite2__subsidiaries.sql
+++ b/models/netsuite2/stg_netsuite2__subsidiaries.sql
@@ -30,7 +30,8 @@ final as (
         country,
         state,
         fiscalcalendar as fiscal_calendar_id,
-        parent as parent_id
+        parent as parent_id,
+        iselimination = 'T' as is_elimination
 
         --The below macro adds the fields defined within your subsidiaries_pass_through_columns variable into the staging model
         {{ fivetran_utils.fill_pass_through_columns('subsidiaries_pass_through_columns') }}
diff --git a/models/netsuite2/stg_netsuite2__transaction_accounting_lines.sql b/models/netsuite2/stg_netsuite2__transaction_accounting_lines.sql
index 2a6dfb0..2eb5fc8 100644
--- a/models/netsuite2/stg_netsuite2__transaction_accounting_lines.sql
+++ b/models/netsuite2/stg_netsuite2__transaction_accounting_lines.sql
@@ -28,6 +28,7 @@ final as (
         accountingbook as accounting_book_id,
         account as account_id,
         posting = 'T' as is_posting,
+        exchangerate as exchange_rate,
         amount,
         credit as credit_amount,
         debit as debit_amount,
diff --git a/models/netsuite2/stg_netsuite2__transaction_lines.sql b/models/netsuite2/stg_netsuite2__transaction_lines.sql
index a6f79b4..ba24b12 100644
--- a/models/netsuite2/stg_netsuite2__transaction_lines.sql
+++ b/models/netsuite2/stg_netsuite2__transaction_lines.sql
@@ -38,7 +38,9 @@ final as (
         cleared = 'T' as is_cleared,
         commitmentfirm = 'T' as is_commitment_firm,
         mainline = 'T' as is_main_line,
-        taxline = 'T' as is_tax_line
+        taxline = 'T' as is_tax_line,
+        eliminate = 'T' as is_eliminate,
+        netamount
 
         --The below macro adds the fields defined within your transaction_lines_pass_through_columns variable into the staging model
         {{ fivetran_utils.fill_pass_through_columns('transaction_lines_pass_through_columns') }}
diff --git a/models/stg_netsuite2.yml b/models/stg_netsuite2.yml
index b05f592..1b060d9 100644
--- a/models/stg_netsuite2.yml
+++ b/models/stg_netsuite2.yml
@@ -482,6 +482,8 @@ models:
         description: "{{ doc('fiscal_calendar_id') }}"
       - name: parent_id
         description: Reference to the parent subsidiary.
+      - name: is_elimination
+        description: Boolean indicating if the subsidiary is an elimination subsidiary.
 
   - name: stg_netsuite2__transaction_accounting_lines
     description: "{{ doc('transaction_accounting_lines_table') }}"
@@ -570,6 +572,10 @@ models:
         description: Boolean indicating if the transaction line is a main line entry.
       - name: is_tax_line
         description: Boolean indicating if the transaction line is a tax line.
+      - name: is_eliminate
+        description: Boolean indicating if the transaction line is eliminated.
+      - name: netamount
+        description: Net amount of transaction line.
 
   - name: stg_netsuite2__transactions
     description: "{{ doc('transaction_table') }}"

From 5b3500968d50baac6829ad90868af0a3853b679f Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Wed, 8 Nov 2023 16:06:45 -0600
Subject: [PATCH 03/16] Move special_account_type_id and currency_id to staging
 tables (#8)

* Align sspecacct with upstream

* Add currency_id to stg_netsuite2__subsidiaries

* Fix currency_id

* Update get_subsidiaries_columns.sql

* Add type_based_document_number
---
 dbt_project.yml                                  | 8 ++++----
 macros/get_subsidiaries_columns.sql              | 3 ++-
 models/netsuite2/stg_netsuite2__accounts.sql     | 1 +
 models/netsuite2/stg_netsuite2__subsidiaries.sql | 3 ++-
 models/stg_netsuite2.yml                         | 2 ++
 5 files changed, 11 insertions(+), 6 deletions(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index 13093be..9d30eef 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -56,9 +56,7 @@ vars:
     netsuite2_account_types: "{{ source('netsuite2', 'account_type') }}"
     netsuite2_entity_address: "{{ source('netsuite2', 'entity_address') }}"
     netsuite2_location_main_address: "{{ source('netsuite2', 'location_main_address') }}"
-    accounts_pass_through_columns:
-      - name: "sspecacct"
-        alias: "special_account_type_id"
+    accounts_pass_through_columns: []
     classes_pass_through_columns: []
     departments_pass_through_columns: []
     transactions_pass_through_columns:
@@ -66,10 +64,12 @@ vars:
         alias: "lyra_subledger"
       - name: "custbody_subledger_id"
         alias: "lyra_subledger_id"
+      - name: "typebaseddocumentnumber"
+        alias: "type_based_document_number"
     transaction_lines_pass_through_columns: []
     customers_pass_through_columns: []
     locations_pass_through_columns: []
-    subsidiaries_pass_through_columns: [currency]
+    subsidiaries_pass_through_columns: []
     consolidated_exchange_rates_pass_through_columns: []
     vendors_pass_through_columns: []
     items_pass_through_columns: []
diff --git a/macros/get_subsidiaries_columns.sql b/macros/get_subsidiaries_columns.sql
index 286d3fb..e77ad1e 100644
--- a/macros/get_subsidiaries_columns.sql
+++ b/macros/get_subsidiaries_columns.sql
@@ -77,7 +77,8 @@
     {"name": "state", "datatype": dbt.type_string()},
     {"name": "fiscalcalendar", "datatype": dbt.type_int()},
     {"name": "parent", "datatype": dbt.type_int()},
-    {"name": "iselimination", "datatype": dbt.type_string()}
+    {"name": "iselimination", "datatype": dbt.type_string()},
+    {"name": "currency", "datatype": dbt.type_int()}
 ] %}
 
 {{ fivetran_utils.add_pass_through_columns(columns, var('subsidiaries_pass_through_columns')) }}
diff --git a/models/netsuite2/stg_netsuite2__accounts.sql b/models/netsuite2/stg_netsuite2__accounts.sql
index 2340edb..f55b702 100644
--- a/models/netsuite2/stg_netsuite2__accounts.sql
+++ b/models/netsuite2/stg_netsuite2__accounts.sql
@@ -27,6 +27,7 @@ final as (
         parent as parent_id,
         acctnumber as account_number,
         accttype as account_type_id,
+        sspecacct as special_account_type_id,
         fullname as name,
         description as account_description,
         deferralacct as deferral_account_id,
diff --git a/models/netsuite2/stg_netsuite2__subsidiaries.sql b/models/netsuite2/stg_netsuite2__subsidiaries.sql
index 2f21575..50bb280 100644
--- a/models/netsuite2/stg_netsuite2__subsidiaries.sql
+++ b/models/netsuite2/stg_netsuite2__subsidiaries.sql
@@ -31,7 +31,8 @@ final as (
         state,
         fiscalcalendar as fiscal_calendar_id,
         parent as parent_id,
-        iselimination = 'T' as is_elimination
+        iselimination = 'T' as is_elimination,
+        currency as currency_id
 
         --The below macro adds the fields defined within your subsidiaries_pass_through_columns variable into the staging model
         {{ fivetran_utils.fill_pass_through_columns('subsidiaries_pass_through_columns') }}
diff --git a/models/stg_netsuite2.yml b/models/stg_netsuite2.yml
index 1b060d9..ccfdc0d 100644
--- a/models/stg_netsuite2.yml
+++ b/models/stg_netsuite2.yml
@@ -484,6 +484,8 @@ models:
         description: Reference to the parent subsidiary.
       - name: is_elimination
         description: Boolean indicating if the subsidiary is an elimination subsidiary.
+      - name: currency_id
+        description: "{{ doc('currency_id') }}"
 
   - name: stg_netsuite2__transaction_accounting_lines
     description: "{{ doc('transaction_accounting_lines_table') }}"

From 93faee865ffd400150beed6f66e83d7e57626af5 Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Fri, 10 Nov 2023 10:58:00 -0600
Subject: [PATCH 04/16] Add account display_name (#9)

---
 macros/get_accounts_columns.sql              | 1 +
 models/netsuite2/stg_netsuite2__accounts.sql | 1 +
 2 files changed, 2 insertions(+)

diff --git a/macros/get_accounts_columns.sql b/macros/get_accounts_columns.sql
index 1771adb..66fc972 100644
--- a/macros/get_accounts_columns.sql
+++ b/macros/get_accounts_columns.sql
@@ -31,6 +31,7 @@
     {"name": "accttype", "datatype": dbt.type_string()},
     {"name": "sspecacct", "datatype": dbt.type_string()},
     {"name": "fullname", "datatype": dbt.type_string()},
+    {"name": "accountsearchdisplaynamecopy", "datatype": dbt.type_string()},
     {"name": "description", "datatype": dbt.type_string()},
     {"name": "deferralacct", "datatype": dbt.type_int()},
     {"name": "cashflowrate", "datatype": dbt.type_string()},
diff --git a/models/netsuite2/stg_netsuite2__accounts.sql b/models/netsuite2/stg_netsuite2__accounts.sql
index f55b702..f4bd496 100644
--- a/models/netsuite2/stg_netsuite2__accounts.sql
+++ b/models/netsuite2/stg_netsuite2__accounts.sql
@@ -29,6 +29,7 @@ final as (
         accttype as account_type_id,
         sspecacct as special_account_type_id,
         fullname as name,
+        accountsearchdisplaynamecopy as display_name,
         description as account_description,
         deferralacct as deferral_account_id,
         cashflowrate as cash_flow_rate_type,

From 5e79409f4743fa1b00fe23ae03b93aa6f98f6958 Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Wed, 15 Nov 2023 15:26:52 -0600
Subject: [PATCH 05/16] Add lyra_cash_flow_category (#10)

---
 dbt_project.yml | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index 9d30eef..31f9310 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -56,7 +56,9 @@ vars:
     netsuite2_account_types: "{{ source('netsuite2', 'account_type') }}"
     netsuite2_entity_address: "{{ source('netsuite2', 'entity_address') }}"
     netsuite2_location_main_address: "{{ source('netsuite2', 'location_main_address') }}"
-    accounts_pass_through_columns: []
+    accounts_pass_through_columns:
+      - name: "custrecord_cash_flow_category"
+        alias: "lyra_cash_flow_category"
     classes_pass_through_columns: []
     departments_pass_through_columns: []
     transactions_pass_through_columns:

From 0351cfc9c44d46f59ee4ddeb3567b52c1e3a3b40 Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Fri, 15 Dec 2023 15:21:09 -0600
Subject: [PATCH 06/16] Add created_date and last_modified_date (#11)

---
 dbt_project.yml | 4 ++++
 1 file changed, 4 insertions(+)

diff --git a/dbt_project.yml b/dbt_project.yml
index 31f9310..4785bf7 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -68,6 +68,10 @@ vars:
         alias: "lyra_subledger_id"
       - name: "typebaseddocumentnumber"
         alias: "type_based_document_number"
+      - name: "createddate"
+        alias: "created_date"
+      - name: "lastmodifieddate"
+        alias: "last_modified_date"
     transaction_lines_pass_through_columns: []
     customers_pass_through_columns: []
     locations_pass_through_columns: []

From 1ac84558af6b836c727c1f8d7338137bd35256df Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Tue, 12 Mar 2024 14:58:33 -0500
Subject: [PATCH 07/16] Add alt_name (#13)

---
 macros/get_customers_columns.sql              | 1 +
 models/docs.md                                | 2 ++
 models/netsuite2/stg_netsuite2__customers.sql | 1 +
 models/netsuite2/stg_netsuite2__vendors.sql   | 1 +
 models/stg_netsuite2.yml                      | 4 ++++
 5 files changed, 9 insertions(+)

diff --git a/macros/get_customers_columns.sql b/macros/get_customers_columns.sql
index a8f2542..7a6a9f5 100644
--- a/macros/get_customers_columns.sql
+++ b/macros/get_customers_columns.sql
@@ -27,6 +27,7 @@
     {"name": "externalid", "datatype": dbt.type_string()},
     {"name": "parent", "datatype": dbt.type_int()},
     {"name": "isperson", "datatype": dbt.type_string()},
+    {"name": "altname", "datatype": dbt.type_string()},
     {"name": "companyname", "datatype": dbt.type_string()},
     {"name": "firstname", "datatype": dbt.type_string()},
     {"name": "lastname", "datatype": dbt.type_string()},
diff --git a/models/docs.md b/models/docs.md
index b18b185..3fdf5b2 100644
--- a/models/docs.md
+++ b/models/docs.md
@@ -61,6 +61,8 @@
 
 {% docs vendor_id %} The unique identifier of the vendor. {% enddocs %}
 
+{% docs alt_name %} Name of the person or company. {% enddocs %}
+
 {% docs company_name %} Name of the company. {% enddocs %}
 
 {% docs create_date_at %} Timestamp of the record creation. {% enddocs %}
diff --git a/models/netsuite2/stg_netsuite2__customers.sql b/models/netsuite2/stg_netsuite2__customers.sql
index 8a9fca1..cc3303e 100644
--- a/models/netsuite2/stg_netsuite2__customers.sql
+++ b/models/netsuite2/stg_netsuite2__customers.sql
@@ -26,6 +26,7 @@ final as (
         externalid as customer_external_id,
         parent as parent_id,
         isperson = 'T' as is_person,
+        altname as alt_name,
         companyname as company_name,
         firstname as first_name,
         lastname as last_name,
diff --git a/models/netsuite2/stg_netsuite2__vendors.sql b/models/netsuite2/stg_netsuite2__vendors.sql
index 22a26bb..a5c2d78 100644
--- a/models/netsuite2/stg_netsuite2__vendors.sql
+++ b/models/netsuite2/stg_netsuite2__vendors.sql
@@ -24,6 +24,7 @@ final as (
     select
         _fivetran_synced,
         id as vendor_id,
+        altname as alt_name,
         companyname as company_name,
         datecreated as create_date_at,
         category as vendor_category_id
diff --git a/models/stg_netsuite2.yml b/models/stg_netsuite2.yml
index 9696ead..fd9139f 100644
--- a/models/stg_netsuite2.yml
+++ b/models/stg_netsuite2.yml
@@ -246,6 +246,8 @@ models:
         description: Reference to the parent customer.
       - name: is_person
         description: Boolean indicating if the customer is an individual person.
+      - name: alt_name
+        description: "{{ doc('alt_name') }}"
       - name: company_name
         description: "{{ doc('company_name') }}"
       - name: first_name
@@ -642,6 +644,8 @@ models:
         tests:
           - unique
           - not_null
+      - name: alt_name
+        description: "{{ doc('alt_name') }}"
       - name: company_name
         description: "{{ doc('company_name') }}"
       - name: create_date_at

From 74a101f5588a775eb6ef882043297ffea63d2ece Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Tue, 19 Mar 2024 15:45:15 -0500
Subject: [PATCH 08/16] Add lyra_sec_opex_category (#14)

---
 dbt_project.yml | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index b25a7c1..eaa87f9 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -60,7 +60,9 @@ vars:
       - name: "custrecord_cash_flow_category"
         alias: "lyra_cash_flow_category"
     classes_pass_through_columns: []
-    departments_pass_through_columns: []
+    departments_pass_through_columns:
+      - name: "custrecord_sec_opex_category"
+        alias: "lyra_sec_opex_category"
     transactions_pass_through_columns:
       - name: "custbody_subledger"
         alias: "lyra_subledger"

From 5048c57b7c7c52adff3a3528e5d91dfc95ce7f3d Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Wed, 10 Apr 2024 07:13:48 -0500
Subject: [PATCH 09/16] Add stg_netsuite2__employees & lyra_ebitda_category
 (#15)

---
 dbt_project.yml                               |  7 +++
 macros/get_employee_columns.sql               | 35 +++++++++++++++
 macros/get_transactions_columns.sql           |  2 +
 models/docs.md                                |  6 +++
 models/netsuite2/src_netsuite2.yml            | 35 +++++++++++++++
 models/netsuite2/stg_netsuite2__employees.sql | 43 +++++++++++++++++++
 .../tmp/stg_netsuite2__employees_tmp.sql      |  4 ++
 models/stg_netsuite2.yml                      | 37 ++++++++++++++++
 8 files changed, 169 insertions(+)
 create mode 100644 macros/get_employee_columns.sql
 create mode 100644 models/netsuite2/stg_netsuite2__employees.sql
 create mode 100644 models/netsuite2/tmp/stg_netsuite2__employees_tmp.sql

diff --git a/dbt_project.yml b/dbt_project.yml
index eaa87f9..fd1d2d0 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -41,6 +41,7 @@ vars:
     netsuite2_currencies: "{{ source('netsuite2','currency') }}"
     netsuite2_customers: "{{ source('netsuite2','customer') }}"
     netsuite2_departments: "{{ source('netsuite2','department') }}"
+    netsuite2_employees: "{{ source('netsuite2','employee') }}"
     netsuite2_entities: "{{ source('netsuite2','entity') }}"
     netsuite2_items: "{{ source('netsuite2','item') }}"
     netsuite2_jobs: "{{ source('netsuite2','job') }}"
@@ -59,6 +60,8 @@ vars:
     accounts_pass_through_columns:
       - name: "custrecord_cash_flow_category"
         alias: "lyra_cash_flow_category"
+      - name: "custrecord_ebitda_category"
+        alias: "lyra_ebitda_category"
     classes_pass_through_columns: []
     departments_pass_through_columns:
       - name: "custrecord_sec_opex_category"
@@ -70,8 +73,12 @@ vars:
         alias: "lyra_subledger_id"
       - name: "typebaseddocumentnumber"
         alias: "type_based_document_number"
+      - name: "createdby"
+        alias: "created_by_id"
       - name: "createddate"
         alias: "created_date"
+      - name: "lastmodifiedby"
+        alias: "last_modified_by_id"
       - name: "lastmodifieddate"
         alias: "last_modified_date"
     transaction_lines_pass_through_columns: []
diff --git a/macros/get_employee_columns.sql b/macros/get_employee_columns.sql
new file mode 100644
index 0000000..de41b6f
--- /dev/null
+++ b/macros/get_employee_columns.sql
@@ -0,0 +1,35 @@
+{% macro get_employee_columns() %}
+
+{% set columns = [
+    {"name": "_fivetran_deleted", "datatype": "boolean"},
+    {"name": "_fivetran_synced", "datatype": dbt.type_timestamp()},
+    {"name": "accountnumber", "datatype": dbt.type_string()},
+    {"name": "aliennumber", "datatype": dbt.type_string()},
+    {"name": "approvallimit", "datatype": dbt.type_float()},
+    {"name": "approver", "datatype": dbt.type_int()},
+    {"name": "class", "datatype": dbt.type_int()},
+    {"name": "comments", "datatype": dbt.type_string()},
+    {"name": "currency", "datatype": dbt.type_int()},
+    {"name": "department", "datatype": dbt.type_int()},
+    {"name": "email", "datatype": dbt.type_string()},
+    {"name": "employeestatus", "datatype": dbt.type_int()},
+    {"name": "employeetype", "datatype": dbt.type_int()},
+    {"name": "entityid", "datatype": dbt.type_string()},
+    {"name": "expenselimit", "datatype": dbt.type_string()},
+    {"name": "firstname", "datatype": dbt.type_string()},
+    {"name": "giveaccess", "datatype": dbt.type_string()},
+    {"name": "hiredate", "datatype": dbt.type_timestamp()},
+    {"name": "id", "datatype": dbt.type_int()},
+    {"name": "isinactive", "datatype": dbt.type_string()},
+    {"name": "lastname", "datatype": dbt.type_string()},
+    {"name": "location", "datatype": dbt.type_int()},
+    {"name": "middlename", "datatype": dbt.type_string()},
+    {"name": "purchaseorderapprovallimit", "datatype": dbt.type_float()},
+    {"name": "purchaseorderlimit", "datatype": dbt.type_float()},
+    {"name": "subsidiary", "datatype": dbt.type_int()},
+    {"name": "supervisor", "datatype": dbt.type_int()}
+] %}
+
+{{ return(columns) }}
+
+{% endmacro %}
diff --git a/macros/get_transactions_columns.sql b/macros/get_transactions_columns.sql
index c3d180a..9ddf5a4 100644
--- a/macros/get_transactions_columns.sql
+++ b/macros/get_transactions_columns.sql
@@ -29,11 +29,13 @@
     {"name": "memo", "datatype": dbt.type_string()},
     {"name": "trandate", "datatype": dbt.type_timestamp()},
     {"name": "status", "datatype": dbt.type_string()},
+    {"name": "createdby", "datatype": dbt.type_int()},
     {"name": "createddate", "datatype": dbt.type_timestamp()},
     {"name": "duedate", "datatype": dbt.type_timestamp()},
     {"name": "closedate", "datatype": dbt.type_timestamp()},
     {"name": "currency", "datatype": dbt.type_int()},
     {"name": "entity", "datatype": dbt.type_int()},
+    {"name": "lastmodifiedby", "datatype": dbt.type_int()},
     {"name": "postingperiod", "datatype": dbt.type_int()},
     {"name": "posting", "datatype": dbt.type_string()},
     {"name": "intercoadj", "datatype": dbt.type_string()},
diff --git a/models/docs.md b/models/docs.md
index 3fdf5b2..33d641d 100644
--- a/models/docs.md
+++ b/models/docs.md
@@ -36,6 +36,8 @@
 
 {% docs entities_table %} Table detailing all entities in Netsuite. {% enddocs %}
 
+{% docs employee_table %} Table detailing all employees in Netsuite. {% enddocs %}
+
 {% docs jobs_table %} Table detailing all jobs. {% enddocs %}
 
 {% docs transaction_accounting_lines_table %} A table detailing all transaction lines for all transactions. {% enddocs %}
@@ -77,6 +79,10 @@
 
 {% docs entity_id %} The entity id of the entity used for the record. {% enddocs %}
 
+{% docs employee_id %} The employee id of the employee used for the record. {% enddocs %}
+
+{% docs supervisor_id %} The employee id of the employee's supervisor used for the record. {% enddocs %}
+
 {% docs transaction_id %} The transaction id of referenced for the record. {% enddocs %}
 
 {% docs department_id %} The unique identifier of the department used for the record. {% enddocs %}
diff --git a/models/netsuite2/src_netsuite2.yml b/models/netsuite2/src_netsuite2.yml
index 624bf18..6aeb958 100644
--- a/models/netsuite2/src_netsuite2.yml
+++ b/models/netsuite2/src_netsuite2.yml
@@ -286,6 +286,41 @@ sources:
           - name: _fivetran_deleted
             description: "{{ doc('_fivetran_deleted') }}"
 
+      - name: employee
+        identified: "{{ var('netsuite2_employee_identifier', 'employee') }}"
+        description: "{{ doc('employee_table') }}"
+        columns:
+          - name: _fivetran_synced
+            description: "{{ doc('_fivetran_synced') }}"
+          - name: id
+            description: "{{ doc('employee_id') }}"
+          - name: entityid
+            description: "{{ doc('entity_id') }}"
+          - name: firstname
+            description: First name of the employee.
+          - name: lastname
+            description: Last name of the employee.
+          - name: department
+            description: "{{ doc('department_id') }}"
+          - name: subsidiary
+            description: "{{ doc('subsidiary_id') }}"
+          - name: email
+            description: Email address of the employee.
+          - name: supervisor
+            description: "{{ doc('supervisor_id') }}"
+          - name: approvallimit
+            description: The largest expense report this supervisor can approve.
+          - name: expenselimit
+            description: Amount this employee can expense without approval from a supervisor or approver.
+          - name: purchaseorderapprovallimit
+            description: Amount an employee is allowed to approve on a purchase request when specified as an approver.
+          - name: purchaseorderlimit
+            description: Amount this employee can purchase without approval from a supervisor or approver.
+          - name: currency
+            description: "{{ doc('currency_id') }}"
+          - name: isinactive
+            description: Boolean indicating this employee is active.
+
       - name: entity
         identifier: "{{ var('netsuite2_entity_identifier', 'entity') }}"
         description: "{{ doc('entities_table') }}"
diff --git a/models/netsuite2/stg_netsuite2__employees.sql b/models/netsuite2/stg_netsuite2__employees.sql
new file mode 100644
index 0000000..b5a0d61
--- /dev/null
+++ b/models/netsuite2/stg_netsuite2__employees.sql
@@ -0,0 +1,43 @@
+{{ config(enabled=var('netsuite_data_model', 'netsuite') == var('netsuite_data_model_override','netsuite2')) }}
+
+with base as (
+
+    select * 
+    from {{ ref('stg_netsuite2__employees_tmp') }}
+),
+
+fields as (
+
+    select
+        {{
+            fivetran_utils.fill_staging_columns(
+                source_columns=adapter.get_columns_in_relation(ref('stg_netsuite2__employees_tmp')),
+                staging_columns=get_employee_columns()
+            )
+        }}
+    from base
+),
+
+final as (
+    
+    select
+        _fivetran_synced,
+        id as employee_id,
+        entityid as entity_id,
+        firstname as first_name,
+        lastname as last_name,
+        department as department_id,
+        subsidiary as subsidiary_id,
+        email,
+        supervisor as supervisor_id,
+        approvallimit as approval_limit,
+        expenselimit as expense_limit,
+        purchaseorderapprovallimit as purchase_order_approval_limit,
+        purchaseorderlimit as purchase_order_limit,
+        currency as currency_id,
+        isinactive = 'T' as is_inactive
+    from fields
+)
+
+select * 
+from final
diff --git a/models/netsuite2/tmp/stg_netsuite2__employees_tmp.sql b/models/netsuite2/tmp/stg_netsuite2__employees_tmp.sql
new file mode 100644
index 0000000..bb16dae
--- /dev/null
+++ b/models/netsuite2/tmp/stg_netsuite2__employees_tmp.sql
@@ -0,0 +1,4 @@
+{{ config(enabled=var('netsuite_data_model', 'netsuite') == var('netsuite_data_model_override','netsuite2')) }}
+
+select * 
+from {{ var('netsuite2_employees') }}
diff --git a/models/stg_netsuite2.yml b/models/stg_netsuite2.yml
index fd9139f..84dc93c 100644
--- a/models/stg_netsuite2.yml
+++ b/models/stg_netsuite2.yml
@@ -292,6 +292,43 @@ models:
       - name: _fivetran_deleted
         description: "{{ doc('_fivetran_deleted') }}"
 
+  - name: stg_netsuite2__employees
+    description: "{{ doc('employee_table') }}"
+    columns:
+      - name: _fivetran_synced
+        description: "{{ doc('_fivetran_synced') }}"
+      - name: employee_id
+        description: "{{ doc('employee_id') }}"
+        tests:
+          - unique
+          - not_null
+      - name: entity_id
+        description: "{{ doc('entity_id') }}"
+      - name: first_name
+        description: First name of the employee.
+      - name: last_name
+        description: Last name of the employee.
+      - name: department_id
+        description: "{{ doc('department_id') }}"
+      - name: subsidiary_id
+        description: "{{ doc('subsidiary_id') }}"
+      - name: email
+        description: Email address of the employee.
+      - name: supervisor_id
+        description: "{{ doc('supervisor_id') }}"
+      - name: approval_limit
+        description: The largest expense report this supervisor can approve.
+      - name: expense_limit
+        description: Amount this employee can expense without approval from a supervisor or approver.
+      - name: purchase_order_approval_limit
+        description: Amount an employee is allowed to approve on a purchase request when specified as an approver.
+      - name: purchase_order_limit
+        description: Amount this employee can purchase without approval from a supervisor or approver.
+      - name: currency_id
+        description: "{{ doc('currency_id') }}"
+      - name: is_inactive
+        description: Boolean indicating this employee is active.
+
   - name: stg_netsuite2__entities
     description: "{{ doc('entities_table') }}"
     columns:

From e59baf63666be54fa3ca33fd13cd8b5ba31c482b Mon Sep 17 00:00:00 2001
From: Randy Wang <124346025+rwang-lyra@users.noreply.github.com>
Date: Mon, 6 May 2024 14:00:36 -0700
Subject: [PATCH 10/16] Delete .github/workflows/auto-release.yml

addressing issues from "Merge upstream/v0.13.0"
#35
---
 .github/workflows/auto-release.yml | 13 -------------
 1 file changed, 13 deletions(-)
 delete mode 100644 .github/workflows/auto-release.yml

diff --git a/.github/workflows/auto-release.yml b/.github/workflows/auto-release.yml
deleted file mode 100644
index 8ed5853..0000000
--- a/.github/workflows/auto-release.yml
+++ /dev/null
@@ -1,13 +0,0 @@
-name: 'auto release'
-on:
-  pull_request:
-    types:
-      - closed
-    branches:
-      - main
-
-jobs:
-  call-workflow-passing-data:
-    if: github.event.pull_request.merged
-    uses: fivetran/dbt_package_automations/.github/workflows/auto-release.yml@main
-    secrets: inherit
\ No newline at end of file

From 20dd79cf29459dba523f6e25bc8462100d407cac Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Fri, 14 Jun 2024 17:04:52 -0500
Subject: [PATCH 11/16] Add pass through columns

---
 dbt_project.yml | 16 ++++++++++++++--
 1 file changed, 14 insertions(+), 2 deletions(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index c42e50c..bb76caf 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -62,6 +62,8 @@ vars:
         alias: "lyra_cash_flow_category"
       - name: "custrecord_ebitda_category"
         alias: "lyra_ebitda_category"
+      - name: "custrecord_transfer_pricing_method"
+        alias: "lyra_transfer_pricing_method"
     classes_pass_through_columns: []
     departments_pass_through_columns:
       - name: "custrecord_sec_opex_category"
@@ -81,10 +83,20 @@ vars:
         alias: "last_modified_by_id"
       - name: "lastmodifieddate"
         alias: "last_modified_date"
-    transaction_lines_pass_through_columns: []
+    transaction_lines_pass_through_columns:
+      - name: "amortizstartdate"
+        alias: "amortization_start_date"
+      - name: "amortizationenddate"
+        alias: "amortization_end_date"
+      - name: "custcol_inv_start_date"
+        alias: "lyra_inv_start_date"
+      - name: "custcol_inv_end_date"
+        alias: "lyra_inv_end_date"
     customers_pass_through_columns: []
     locations_pass_through_columns: []
-    subsidiaries_pass_through_columns: []
+    subsidiaries_pass_through_columns:
+      - name: "custrecord_transfer_pricing_markup"
+        alias: "lyra_transfer_pricing_markup"
     consolidated_exchange_rates_pass_through_columns: []
     vendors_pass_through_columns: []
     items_pass_through_columns: []

From 5ea62e7147f46771791bada26944b6987f2f044c Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Mon, 24 Jun 2024 14:45:12 -0500
Subject: [PATCH 12/16] Add reversal fields (#19)

---
 dbt_project.yml                                  | 2 ++
 macros/get_transactions_columns.sql              | 3 +++
 models/netsuite2/stg_netsuite2__transactions.sql | 5 ++++-
 3 files changed, 9 insertions(+), 1 deletion(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index bb76caf..90cd420 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -75,6 +75,8 @@ vars:
         alias: "lyra_subledger_id"
       - name: "typebaseddocumentnumber"
         alias: "type_based_document_number"
+      - name: "tranid"
+        alias: "tran_id"
       - name: "createdby"
         alias: "created_by_id"
       - name: "createddate"
diff --git a/macros/get_transactions_columns.sql b/macros/get_transactions_columns.sql
index 9ddf5a4..1ace50d 100644
--- a/macros/get_transactions_columns.sql
+++ b/macros/get_transactions_columns.sql
@@ -40,6 +40,9 @@
     {"name": "posting", "datatype": dbt.type_string()},
     {"name": "intercoadj", "datatype": dbt.type_string()},
     {"name": "isreversal", "datatype": dbt.type_string()},
+    {"name": "reversal", "datatype": dbt.type_int()},
+    {"name": "reversaldate", "datatype": dbt.type_timestamp()},
+    {"name": "reversaldefer", "datatype": dbt.type_string()}, 
     {"name": "_fivetran_deleted", "datatype": "boolean"}
 ] %}
 
diff --git a/models/netsuite2/stg_netsuite2__transactions.sql b/models/netsuite2/stg_netsuite2__transactions.sql
index a9384ff..bb79a07 100644
--- a/models/netsuite2/stg_netsuite2__transactions.sql
+++ b/models/netsuite2/stg_netsuite2__transactions.sql
@@ -37,7 +37,10 @@ final as (
         postingperiod as accounting_period_id,
         posting = 'T' as is_posting,
         intercoadj = 'T' as is_intercompany_adjustment,
-        isreversal = 'T' as is_reversal
+        isreversal = 'T' as is_reversal,
+        reversal as reversal_transaction_id,
+        reversaldate as reversal_date,
+        reversaldefer = 'T' as is_reversal_defer
 
         --The below macro adds the fields defined within your transactions_pass_through_columns variable into the staging model
         {{ fivetran_utils.fill_pass_through_columns('transactions_pass_through_columns') }}

From f22cf901c8115fb3fe2351d8f6894a8108509745 Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Fri, 12 Jul 2024 14:09:32 -0500
Subject: [PATCH 13/16] Add custrecord_transfer_pricing_coa_method (#20)

---
 dbt_project.yml | 2 ++
 1 file changed, 2 insertions(+)

diff --git a/dbt_project.yml b/dbt_project.yml
index 90cd420..1e01d75 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -99,6 +99,8 @@ vars:
     subsidiaries_pass_through_columns:
       - name: "custrecord_transfer_pricing_markup"
         alias: "lyra_transfer_pricing_markup"
+      - name: "custrecord_transfer_pricing_coa_method"
+        alias: "lyra_transfer_pricing_coa_method"
     consolidated_exchange_rates_pass_through_columns: []
     vendors_pass_through_columns: []
     items_pass_through_columns: []

From 621f4e1b68f12aae5c1d0e6eb4bc34f928f6de7c Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Thu, 8 Aug 2024 13:50:30 -0500
Subject: [PATCH 14/16] Cast timestamp fields as date (#21)

For timestamp fields not converted by the NetSuite UI, cast as date
---
 dbt_project.yml                                        | 4 ++++
 models/netsuite2/stg_netsuite2__accounting_periods.sql | 4 ++--
 models/netsuite2/stg_netsuite2__transactions.sql       | 6 +++---
 3 files changed, 9 insertions(+), 5 deletions(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index 1e01d75..17d4daf 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -88,12 +88,16 @@ vars:
     transaction_lines_pass_through_columns:
       - name: "amortizstartdate"
         alias: "amortization_start_date"
+        transform_sql: "cast(amortization_start_date as date)"
       - name: "amortizationenddate"
         alias: "amortization_end_date"
+        transform_sql: "cast(amortization_end_date as date)"
       - name: "custcol_inv_start_date"
         alias: "lyra_inv_start_date"
+        transform_sql: "cast(lyra_inv_start_date as date)"
       - name: "custcol_inv_end_date"
         alias: "lyra_inv_end_date"
+        transform_sql: "cast(lyra_inv_end_date as date)"
     customers_pass_through_columns: []
     locations_pass_through_columns: []
     subsidiaries_pass_through_columns:
diff --git a/models/netsuite2/stg_netsuite2__accounting_periods.sql b/models/netsuite2/stg_netsuite2__accounting_periods.sql
index c63f392..8386b17 100644
--- a/models/netsuite2/stg_netsuite2__accounting_periods.sql
+++ b/models/netsuite2/stg_netsuite2__accounting_periods.sql
@@ -26,8 +26,8 @@ final as (
         id as accounting_period_id,
         parent as parent_id, 
         periodname as name,
-        startdate as starting_at,
-        enddate as ending_at,
+        cast(startdate as date) as starting_at,
+        cast(enddate as date) as ending_at,
         closedondate as closed_at,
         isquarter = 'T' as is_quarter,
         isyear = 'T' as is_year,
diff --git a/models/netsuite2/stg_netsuite2__transactions.sql b/models/netsuite2/stg_netsuite2__transactions.sql
index bb79a07..5eacdf0 100644
--- a/models/netsuite2/stg_netsuite2__transactions.sql
+++ b/models/netsuite2/stg_netsuite2__transactions.sql
@@ -27,10 +27,10 @@ final as (
         transactionnumber as transaction_number,
         type as transaction_type,
         memo,
-        trandate as transaction_date,
+        cast(trandate as date) as transaction_date,
         status,
         createddate as created_at,
-        duedate as due_date_at,
+        cast(duedate as date) as due_date_at,
         closedate as closed_at,
         currency as currency_id,
         entity as entity_id,
@@ -39,7 +39,7 @@ final as (
         intercoadj = 'T' as is_intercompany_adjustment,
         isreversal = 'T' as is_reversal,
         reversal as reversal_transaction_id,
-        reversaldate as reversal_date,
+        cast(reversaldate as date) as reversal_date,
         reversaldefer = 'T' as is_reversal_defer
 
         --The below macro adds the fields defined within your transactions_pass_through_columns variable into the staging model

From ce8c3838343f0c7f3681b7cb954c3c7133edf37b Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Fri, 16 Aug 2024 09:33:09 -0700
Subject: [PATCH 15/16] Revert pass through fields

---
 dbt_project.yml | 50 +++++--------------------------------------------
 1 file changed, 5 insertions(+), 45 deletions(-)

diff --git a/dbt_project.yml b/dbt_project.yml
index a63de03..a6ad972 100644
--- a/dbt_project.yml
+++ b/dbt_project.yml
@@ -57,54 +57,14 @@ vars:
     netsuite2_account_types: "{{ source('netsuite2', 'account_type') }}"
     netsuite2_entity_address: "{{ source('netsuite2', 'entity_address') }}"
     netsuite2_location_main_address: "{{ source('netsuite2', 'location_main_address') }}"
-    accounts_pass_through_columns:
-      - name: "custrecord_cash_flow_category"
-        alias: "lyra_cash_flow_category"
-      - name: "custrecord_ebitda_category"
-        alias: "lyra_ebitda_category"
-      - name: "custrecord_transfer_pricing_method"
-        alias: "lyra_transfer_pricing_method"
+    accounts_pass_through_columns: []
     classes_pass_through_columns: []
-    departments_pass_through_columns:
-      - name: "custrecord_sec_opex_category"
-        alias: "lyra_sec_opex_category"
-    transactions_pass_through_columns:
-      - name: "custbody_subledger"
-        alias: "lyra_subledger"
-      - name: "custbody_subledger_id"
-        alias: "lyra_subledger_id"
-      - name: "typebaseddocumentnumber"
-        alias: "type_based_document_number"
-      - name: "tranid"
-        alias: "tran_id"
-      - name: "createdby"
-        alias: "created_by_id"
-      - name: "createddate"
-        alias: "created_date"
-      - name: "lastmodifiedby"
-        alias: "last_modified_by_id"
-      - name: "lastmodifieddate"
-        alias: "last_modified_date"
-    transaction_lines_pass_through_columns:
-      - name: "amortizstartdate"
-        alias: "amortization_start_date"
-        transform_sql: "cast(amortization_start_date as date)"
-      - name: "amortizationenddate"
-        alias: "amortization_end_date"
-        transform_sql: "cast(amortization_end_date as date)"
-      - name: "custcol_inv_start_date"
-        alias: "lyra_inv_start_date"
-        transform_sql: "cast(lyra_inv_start_date as date)"
-      - name: "custcol_inv_end_date"
-        alias: "lyra_inv_end_date"
-        transform_sql: "cast(lyra_inv_end_date as date)"
+    departments_pass_through_columns: []
+    transactions_pass_through_columns: []
+    transaction_lines_pass_through_columns: []
     customers_pass_through_columns: []
     locations_pass_through_columns: []
-    subsidiaries_pass_through_columns:
-      - name: "custrecord_transfer_pricing_markup"
-        alias: "lyra_transfer_pricing_markup"
-      - name: "custrecord_transfer_pricing_coa_method"
-        alias: "lyra_transfer_pricing_coa_method"
+    subsidiaries_pass_through_columns: []
     consolidated_exchange_rates_pass_through_columns: []
     vendors_pass_through_columns: []
     items_pass_through_columns: []

From 423e1eb18f1c28c61bb548d529204f7324986a00 Mon Sep 17 00:00:00 2001
From: Jared Monger <95247581+jmongerlyra@users.noreply.github.com>
Date: Fri, 16 Aug 2024 09:51:51 -0700
Subject: [PATCH 16/16] Add back auto-release.yml

---
 .github/workflows/auto-release.yml | 13 +++++++++++++
 1 file changed, 13 insertions(+)
 create mode 100644 .github/workflows/auto-release.yml

diff --git a/.github/workflows/auto-release.yml b/.github/workflows/auto-release.yml
new file mode 100644
index 0000000..8ed5853
--- /dev/null
+++ b/.github/workflows/auto-release.yml
@@ -0,0 +1,13 @@
+name: 'auto release'
+on:
+  pull_request:
+    types:
+      - closed
+    branches:
+      - main
+
+jobs:
+  call-workflow-passing-data:
+    if: github.event.pull_request.merged
+    uses: fivetran/dbt_package_automations/.github/workflows/auto-release.yml@main
+    secrets: inherit
\ No newline at end of file