Skip to content

Feature/update retained earnings split - #82

Merged
fivetran-savage merged 10 commits into
mainfrom
feature/update_retained_earnings_split
Jul 28, 2026
Merged

fivetran-savage merged 10 commits into
mainfrom
feature/update_retained_earnings_split

Conversation

@fivetran-savage

Copy link
Copy Markdown
Contributor

PR Overview

Package version introduced in this PR:

  • 1.6.0

This PR addresses the following Issue/Feature(s):

Summary of changes:

  • Updates Retained Earnings vs. Current Year Earnings split anchor in xero__balance_sheet_report to each report month's (date_month) fiscal year rather than the runtime current_date. Historical months now reconcile with the native Xero balance sheet and are stable across runs.

Submission Checklist

  • Alignment meeting with the reviewer (if needed)
    • Timeline and validation requirements discussed
  • Provide validation details:
    • Validation Steps: Check for unintentional effects (e.g., add/run consistency & integrity tests)
    • Testing Instructions: Confirm the change addresses the issue(s)
    • Focus Areas: Complex logic or queries that need extra attention
  • Merge any relevant open PRs into this PR

Changelog

  • Draft changelog for PR
  • Final changelog for release review

@fivetran-savage fivetran-savage added the docs:ready Triggers the docs generator workflow. label Jul 24, 2026
@fivetran-savage fivetran-savage self-assigned this Jul 27, 2026

@fivetran-avinash fivetran-avinash left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

@fivetran-savage Approved with one suggestion.

Comment thread CHANGELOG.md Outdated
@@ -1,3 +1,24 @@
# dbt_xero v1.6.0

[PR #82](https://github.com/fivetran/dbt_xero/pull/82) is a pre-release that includes the following update:

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

No longer a pre-release

Suggested change
[PR #82](https://github.com/fivetran/dbt_xero/pull/82) is a pre-release that includes the following update:
[PR #82](https://github.com/fivetran/dbt_xero/pull/82) includes the following update:

@fivetran-savage fivetran-savage removed the docs:ready Triggers the docs generator workflow. label Jul 28, 2026
@fivetran-savage fivetran-savage added the docs:ready Triggers the docs generator workflow. label Jul 28, 2026
@fivetran-savage
fivetran-savage merged commit 51d236f into main Jul 28, 2026
9 checks passed
@fivetran-savage
fivetran-savage deleted the feature/update_retained_earnings_split branch July 28, 2026 00:51
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

docs:ready Triggers the docs generator workflow.

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants