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Discovery API: update docs #3894

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discovery-use-cases-and-examples: update queries to use bigints and n…
eddowh Aug 8, 2023
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discovery-querying: update queries to use bigints and add TODOs to re…
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discovery-use-cases-and-examples: add TODOs on querying model constra…
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Update website/docs/docs/dbt-cloud-apis/discovery-querying.md
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Update ModelByEnv and Environment schema obj docs
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Merge branch 'current' into meta-1482/update-discovery-api-docs
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Update jobs. Minor nits
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Update website/docs/docs/dbt-cloud-apis/schema-discovery-modelByEnv.mdx
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Merge branch 'meta-1482/update-discovery-api-docs' of github.com:dbt-…
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Update website/docs/docs/dbt-cloud-apis/schema-discovery-environment.mdx
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Update website/docs/docs/dbt-cloud-apis/schema-discovery-modelByEnv.mdx
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Fix callouts
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Update website/docs/docs/dbt-cloud-apis/schema-discovery-modelByEnv.mdx
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Update website/docs/docs/dbt-cloud-apis/schema-discovery-environment.mdx
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Update website/docs/docs/dbt-cloud-apis/discovery-use-cases-and-examp…
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discovery-schema: Add 'Job' page
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Add Discovery API Job Schema to sidebar
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discovery-api: Remove wrongly placed deprecation notices
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discovery-api-schema: Add 'Models' docs under 'Job'
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discovery-api-schema: Add exposure docs under 'Job'
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discovery-api-schema: Add metric docs under 'Job'
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discovery-api-schema: Add seed docs under 'Job'
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discovery-api-schema: Add source docs under 'Job'
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discovery-api-schema: Add snapshot and test docs under 'Job'
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Updates to use cases and ex
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146 changes: 79 additions & 67 deletions website/docs/docs/dbt-cloud-apis/discovery-querying.md
Original file line number Diff line number Diff line change
@@ -1,32 +1,32 @@
---
title: "Query the Discovery API"
id: "discovery-querying"
sidebar_label: "Query the Discovery API"
sidebar_label: "Query the Discovery API"
---

The Discovery API supports ad-hoc queries and integrations.. If you are new to the API, read the [Discovery API overview](/docs/dbt-cloud-apis/discovery-api) for an introduction.
The Discovery API supports ad-hoc queries and integrations. If you are new to the API, refer to [About the Discovery API](/docs/dbt-cloud-apis/discovery-api) for an introduction.

Use the Discovery API to evaluate data pipeline health and project state across runs or at a moment in time. dbt Labs provide a [GraphQL explorer](https://metadata.cloud.getdbt.com/graphql) for this API, enabling you to run queries and browse the schema.
Use the Discovery API to evaluate data pipeline health and project state across runs or at a moment in time. dbt Labs provide a [GraphQL explorer](https://metadata.cloud.getdbt.com/graphql) for this API, enabling you to run queries and browse the schema.

Since GraphQL describes the data in the API, the schema displayed in the GraphQL explorer accurately represents the graph and fields available to query.
Since GraphQL describes the data in the API, the schema displayed in the GraphQL explorer accurately represents the graph and fields available to query.

<Snippet path="metadata-api-prerequisites" />

## Authorization

Currently, authorization of requests takes place [using a service token](/docs/dbt-cloud-apis/service-tokens). dbt Cloud admin users can generate a Metadata Only service token that is authorized to execute a specific query against the Discovery API.

Once you've created a token, you can use it in the Authorization header of requests to the dbt Cloud Discovery API. Be sure to include the Token prefix in the Authorization header, or the request will fail with a `401 Unauthorized` error. Note that `Bearer` can be used instead of `Token` in the Authorization header. Both syntaxes are equivalent.
Once you've created a token, you can use it in the Authorization header of requests to the dbt Cloud Discovery API. Be sure to include the Token prefix in the Authorization header, or the request will fail with a `401 Unauthorized` error. Note that `Bearer` can be used instead of `Token` in the Authorization header. Both syntaxes are equivalent.

## Access the Discovery API
## Access the Discovery API

1. Create a [service account token](/docs/dbt-cloud-apis/service-tokens) to authorize requests. dbt Cloud Admin users can generate a _Metadata Only_ service token, which can be used to execute a specific query against the Discovery API to authorize requests.

2. Find your API URL using the endpoint `https://metadata.{YOUR_ACCESS_URL}/graphql`.
2. Find your API URL using the endpoint `https://metadata.{YOUR_ACCESS_URL}/graphql`.

* Replace `{YOUR_ACCESS_URL}` with the appropriate [Access URL](/docs/cloud/about-cloud/regions-ip-addresses) for your region and plan. For example, if your multi-tenant region is North America, your endpoint is `https://metadata.cloud.getdbt.com/graphql`. If your multi-tenant region is EMEA, your endpoint is `https://metadata.emea.dbt.com/graphql`.

3. For specific query points, refer to the [schema documentation](/docs/dbt-cloud-apis/discovery-schema-model).
3. For specific query points, refer to the [schema documentation](/docs/dbt-cloud-apis/discovery-schema-model).


## Run queries using HTTP requests
Expand All @@ -36,7 +36,7 @@ You can run queries by sending a `POST` request to the `https://metadata.YOUR_AC
* `YOUR_TOKEN` in the Authorization header with your actual API token. Be sure to include the Token prefix.
* `QUERY_BODY` with a GraphQL query, for example `{ "query": "<query text>" }`
* `VARIABLES` with a dictionary of your GraphQL query variables, such as a job ID or a filter.
* `ENDPOINT` with the endpoint you're querying, such as environment.
* `ENDPOINT` with the endpoint you're querying, such as environment.

```shell
curl 'https://metadata.YOUR_ACCESS_URL/graphql' \
Expand All @@ -48,10 +48,13 @@ You can run queries by sending a `POST` request to the `https://metadata.YOUR_AC

Python example:

```py
response = requests.post('YOUR_ACCESS_URL',
headers={"authorization": "Bearer "+YOUR_TOKEN, "content-type": "application/json"},
json={"query": QUERY_BODY, "variables": VARIABLES})
```python
response = requests.post(
'YOUR_ACCESS_URL',
headers={"authorization": "Bearer "+YOUR_TOKEN, "content-type": "application/json"},
json={"query": QUERY_BODY, "variables": VARIABLES}
)

metadata = response.json()['data'][ENDPOINT]
```

Expand All @@ -72,66 +75,72 @@ You can use the Discovery API to query data from the previous three months. For

## Run queries with the GraphQL explorer

You can run ad-hoc queries directly in the [GraphQL API explorer](https://metadata.cloud.getdbt.com/graphql) and use the document explorer on the left-hand side, where you can see all possible nodes and fields.
You can run ad-hoc queries directly in the [GraphQL API explorer](https://metadata.cloud.getdbt.com/graphql) and use the document explorer on the left-hand side, where you can see all possible nodes and fields.

Refer to the [Apollo explorer documentation](https://www.apollographql.com/docs/graphos/explorer/explorer) for setup and authorization info.
Refer to the [Apollo explorer documentation](https://www.apollographql.com/docs/graphos/explorer/explorer) for setup and authorization info.

1. Access the [GraphQL API explorer](https://metadata.cloud.getdbt.com/graphql) and select fields you'd like query.
1. Access the [GraphQL API explorer](https://metadata.cloud.getdbt.com/graphql) and select fields you'd like query.

2. Go to **Variables** at the bottom of the explorer and replace any `null` fields with your unique values.

3. [Authenticate](https://www.apollographql.com/docs/graphos/explorer/connecting-authenticating#authentication) via Bearer auth with `YOUR_TOKEN`. Go to **Headers** at the bottom of the explorer and select **+New header**.

4. Select **Authorization** in the **header key** drop-down list and enter your Bearer auth token in the **value** field. Remember to include the Token prefix. Your header key should look like this `{"Authorization": "Bearer <YOUR_TOKEN>}`.

TODO: Screenshot needs to be replaced with new one. If we want to show model historical runs, show `environment.applied.modelHistoricalRuns`

<br />

<Lightbox src="/img/docs/dbt-cloud/discovery-api/graphql_header.jpg" width="85%" title="Enter the header key and Bearer auth token values"/>

5. Run your query by pressing the blue query button in the top-right of the Operation editor (to the right of the query). You should see a successful query response on the right side of the explorer.

TODO: Screenshot needs to be replaced with new one. If we want to show model historical runs, show `environment.applied.modelHistoricalRuns`

<Lightbox src="/img/docs/dbt-cloud/discovery-api/graphql.jpg" width="85%" title="Run queries using the Apollo Server GraphQL explorer"/>

### Fragments

Use the [`..on`](https://www.apollographql.com/docs/react/data/fragments/) notation to query across lineage and retrieve results from specific node types.
Use the [`...on`](https://www.apollographql.com/docs/react/data/fragments/) notation to query across lineage and retrieve results from specific node types.

```graphql

environment(id: $environmentId) {
applied {
models(first: $first,filter:{uniqueIds:"MODEL.PROJECT.MODEL_NAME"}) {
edges {
node {
name
ancestors(types:[Model, Source, Seed, Snapshot]) {
... on ModelAppliedStateNode {
name
resourceType
materializedType
executionInfo {
executeCompletedAt
query ($environmentId: BigInt!, $first: Int!) {
environment(id: $environmentId) {
applied {
models(first: $first, filter: { uniqueIds: "MODEL.PROJECT.MODEL_NAME" }) {
edges {
node {
name
ancestors(types: [Model, Source, Seed, Snapshot]) {
... on ModelAppliedStateNestedNode {
name
resourceType
materializedType
executionInfo {
executeCompletedAt
}
}
}
... on SourceAppliedStateNode {
sourceName
name
resourceType
freshness {
maxLoadedAt
... on SourceAppliedStateNestedNode {
sourceName
name
resourceType
freshness {
maxLoadedAt
}
}
}
... on SnapshotAppliedStateNode {
name
resourceType
executionInfo {
executeCompletedAt
... on SnapshotAppliedStateNestedNode {
name
resourceType
executionInfo {
executeCompletedAt
}
}
}
... on SeedAppliedStateNode {
name
resourceType
executionInfo {
executeCompletedAt
... on SeedAppliedStateNestedNode {
name
resourceType
executionInfo {
executeCompletedAt
}
}
}
}
Expand All @@ -140,39 +149,39 @@ environment(id: $environmentId) {
}
}
}

```

### Pagination

Querying large datasets can impact performance on multiple functions in the API pipeline. Pagination eases the burden by returning smaller data sets one page at a time. This is useful for returning a particular portion of the dataset or the entire dataset piece-by-piece to enhance performance. dbt Cloud utilizes cursor-based pagination, which makes it easy to return pages of constantly changing data.
Querying large datasets can impact performance on multiple functions in the API pipeline. Pagination eases the burden by returning smaller data sets one page at a time. This is useful for returning a particular portion of the dataset or the entire dataset piece-by-piece to enhance performance. dbt Cloud utilizes cursor-based pagination, which makes it easy to return pages of constantly changing data.

Use the `PageInfo` object to return information about the page. The following fields are available:

- `startCursor` string type - corresponds to the first `node` in the `edge`.
- `endCursor` string type - corresponds to the last `node` in the `edge`.
- `hasNextPage` boolean type - whether there are more `nodes` after the returned results.
- `hasPreviousPage` boolean type - whether `nodes` exist before the returned results.
- `hasPreviousPage` boolean type - whether `nodes` exist before the returned results.

There are connection variables available when making the query:

- `first` integer type - will return the first 'n' `nodes` for each page, up to 500.
- `after` string type sets the cursor to retrieve `nodes` after. It's best practice to set the `after` variable with the object ID defined in the `endcursor` of the previous page.
- `after` string type sets the cursor to retrieve `nodes` after. It's best practice to set the `after` variable with the object ID defined in the `endcursor` of the previous page.

The following example shows that we're returning the `first` 500 models `after` the specified Object ID in the variables. The `PageInfo` object will return where the object ID where the cursor starts, where it ends, and whether there is a next page.

The following example shows that we're returning the `first` 500 models `after` the specified Object ID in the variables. The `PageInfo` object will return where the object ID where the cursor starts, where it ends, and whether there is a next page.
TODO: Update screenshot to use `$environmentId: BigInt!`

<Lightbox src="/img/paginate.png" width="75%" title="Example of pagination"/>

Here is a code example of the `PageInfo` object:

```graphql
pageInfo {
startCursor
endCursor
hasNextPage
}
totalCount # Total number of pages

startCursor
endCursor
hasNextPage
}
totalCount # Total number records across all pages
```

### Filters
Expand All @@ -185,11 +194,13 @@ In the following example, we can see that we're filtering results to models that

Here is a code example that filters for models that have an error on their last run and tests that have failed:

```graphql
TODO: Update screenshot to use `$environmentId: BigInt!`

environment(id: $environmentId) {
```graphql
query ModelsAndTests($environmentId: BigInt!, $first: Int!) {
environment(id: $environmentId) {
applied {
models(first: $first, filter: {lastRunStatus:error}) {
models(first: $first, filter: { lastRunStatus: error }) {
edges {
node {
name
Expand All @@ -199,7 +210,7 @@ environment(id: $environmentId) {
}
}
}
tests(first: $first, filter: {status:"fail"}) {
tests(first: $first, filter: { status: "fail" }) {
edges {
node {
name
Expand All @@ -208,9 +219,10 @@ environment(id: $environmentId) {
}
}
}
}
}
}
}
}

```

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