Pull a table with all balance sheet entries for asset, liability, and equity accounts. Make sure it includes account details, class, parent information, and the monthly period balances.

I'll follow the 8-step dbt workflow. Let me start by checking the knowledge base and scanning the project simultaneously.

Good, no prior knowledge. Now let me create tasks and load supporting skills.

Now let me run Step 3 validation and also fix the current_date hazard:

Good, project parses cleanly. Now fix the current_date hazard and materialize the unmaterialized model:

Good. Now update tasks and proceed to Step 4 (macros already discovered in scan) and Step 5 (blueprint):

The get_enabled_unioned_models macro is for assembling double-entry transaction models — used by upstream models already. Now Step 5 — blueprint research:

Excellent! Key insights from blueprints:

• quickbooks__balance_sheet sources from quickbooks__general_ledger_by_period filtered by financial_statement_helper = 'balance_sheet'
• quickbooks__general_ledger_by_period uses int_quickbooks__cash_flow_classifications as driving table (276 rows)
• Build order: int_quickbooks__cash_flow_classifications → quickbooks__general_ledger_by_period → quickbooks__balance_sheet

Let me read the existing intermediate models that feed these stubs:

Let me read the stub files and the YML schema to understand the full picture:

Now let me query the existing materialized tables to understand their structure:

The reference snapshot is critical. I can see exactly what's needed:

• quickbooks__balance_sheet = 276 rows, sourced from quickbooks__general_ledger_by_period filtered to financial_statement_helper = 'balance_sheet'
• int_quickbooks__cash_flow_classifications = 276 rows (driving table, provides account_ordinal)
• quickbooks__general_ledger_by_period = 759 rows (UNION of balances + retained earnings + ordinal join)

Let me check variables/config for cash flow classification logic:

Key finding: 276 balance_sheet rows (all Bank/Asset) and 483 NULL-detail rows. Let me check dbt_packages for cash flow classification logic:

Let me verify the account_unique_id MD5 formula and understand the build order better:

I now have all the research needed. Let me run map-columns for the stubs and then move to Step 6 (write spec):

Writing the technical spec now:

Now Step 7 — write and build all models:

Now write all 5 SQL models:

Now write all four model files:

Now build all models in dependency order:

All 5 models built successfully. Now Step 8 — verify with both subagents in parallel:

Structure checks all PASS. The value verifier needs to continue — let me send it a follow-up:

Both verifiers return all PASS. Let me mark the workflow complete:

Let me read the key existing models to understand the current state before building the balance sheet model.

No balance sheet model exists yet. Let me check the general_ledger model and what columns are in the DB for the intermediate tables.

Now I have everything I need. The int_quickbooks__general_ledger_balances model has all required columns. I'll create quickbooks__balance_sheet.sql filtering to balance sheet accounts with full account details, class, parent info, and monthly period balances.

Model materialized successfully. Let me verify the output.