Release Notes

August 2026

1 total change • 1 possible breaking change

Data Model(s)	Change type	Old	New	Notes
All models	`source_relation` column (when not using the union connections of the same type feature)	Empty string (`''`)	`<database>.<schema>`

Introduces the new (recommended) {connector_name}_sources variables for more robust union data configuration. The old {connector_name}_union_schemas and {connector_name}_union_databases variables will still be supported. See the README for specific details.

4 total changes • 2 possible breaking changes

Data Model(s)	Change type	Old	New	Notes
shopify_holistic_reporting__customer_enhanced	Data change (Breaking Change)	`shopify_lifetime_total_discount` and `shopify_avg_discount_per_order` sourced from `order_line.total_discount`	Now sourced from `discount_allocation`	Values for these fields are likely to change. `discount_allocation` is the more reliable source for order line discount values.
shopify_holistic_reporting__daily_customer_metrics	Data change (Breaking Change)	`shopify_total_discounts` sourced from Shopify API `total_discounts` field	Now sourced from `discount_allocation`	Values for this field are likely to change. The upstream Shopify package replaced the API-level `total_discounts` field with discount allocation logic, which is more reliable for finance reporting.
shopify_holistic_reporting__orders_attribution	New columns		`gross_sales`, `discounts`, `returns`, `net_sales`	New finance metrics surfaced from the upstream `shopify__orders` model.
shopify_holistic_reporting__daily_customer_metrics	New columns		`shopify_total_gross_sales`, `shopify_total_returns`, `shopify_total_net_sales`	New daily finance metric aggregates.

Increases the required Shopify package to version 1.7.0. Refer to the dbt_shopify CHANGELOG for the full scope of upstream changes, including new refund and return models from version 1.6.0.

Updated window functions in shopify_holistic_reporting__orders_attribution to partition by order_id and source_relation. Previously, in multi-source union setups, orders from different Shopify sources sharing the same order_id could be incorrectly grouped, resulting in wrong last-touch event selection and inflated campaign/flow interaction counts.

Added the partition_by_source_relation macro, which conditionally appends source_relation to a window function's PARTITION BY clause when multiple Shopify or Klaviyo sources are unioned. This centralizes multi-source partitioning logic and avoids repeating the union variable check across models.
Added a DECISIONLOG entry documenting the source_relation partitioning behavior and the intentional omission of source_relation from the deduplication window in int__klaviyo_person_rollup.

Increases the upstream dbt_shopify dependency from [">=0.21.0", "<0.22.0"] → [">=1.4.0", "<1.5.0"]. Refer to the below Shopify releases to understand the full scope of changes:
Increases the upstream dbt_klaviyo dependency from [">=1.0.0", "<1.1.0"] → [">=1.2.0", "<1.3.0"]. Refer to the below Klaviyo releases to understand the full scope of changes:

Adds support for Shopify GraphQL API alongside existing REST API support. Models now dynamically reference the appropriate upstream tables based on the shopify_api variable, which is either rest (default) or graphql.

Increases the required dbt version upper limit to v3.0.0.
Removes conditional compilation logic for shopify__using_order_line_refund, shopify__using_refund, and shopify__using_order_adjustment variables in int__daily_shopify_customer_orders. These columns are now always included in the aggregation.
Adds missing Shopify variables to the quickstart.yml file.
Updates Buildkite steps and seed files to adequately test the GraphQL schema.

Updated package to maintain compatibility with dbt-core versions both before and after v1.10.6, which introduced a breaking change to multi-argument test syntax (e.g., unique_combination_of_columns).
Temporarily removed unsupported tests to avoid errors and ensure smoother upgrades across different dbt-core versions. These tests will be reintroduced once a safe migration path is available.
- Removed all dbt_utils.unique_combination_of_columns tests.

Increased the dbt_klaviyo dependency from [">=0.9.0", "<0.10.0"] -> [">=1.0.0", "<1.1.0"]. Refer to the below Klaviyo releases to understand the full scope of changes.
- dbt_klaviyo v1.0.0
Increased the dbt_shopify dependency from [">=0.11.0", "<0.14.0"] -> [">=0.21.0", "<0.22.0"]. Refer to the below Shopify releases to understand the full scope of changes.