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* docs: add CLI component reuse guidance * docs: add unified ingest ux design * Refine unified ingest UX design after adversarial review iteration 1 * Refine unified ingest UX design after adversarial review iteration 2 * Refine unified ingest UX design after adversarial review iteration 3 * feat(cli): route public connection ingest command * feat(cli): hide standalone scan from public help * feat(cli): plan public ingest depth and query history * feat(cli): execute public database ingest facets * feat(ingest): read connection query history config * fix(cli): use public ingest wording * fix(config): stop generating ingest adapter allow lists * docs: document public ingest command * test: align ingest surface expectations * docs: add unified ingest public CLI surface plan * feat(cli): preflight deep public ingest readiness * feat(setup): store query history in connection context * feat(setup): store database context depth * feat(setup): verify context readiness by database depth * fix(setup): keep context build foreground only * fix(config): reject reserved ingest connection ids * test: close unified ingest v1 expectations * docs: add unified ingest v1 closure plan * fix(ingest): bypass adapter allow-list for public source ingest * fix(ingest): honor query history window intent * fix(ingest): hide scan internals from public database ingest * feat(ingest): use foreground view for interactive public ingest * fix(setup): use schema context and query history wording * test(cli): verify unified ingest public output * docs: add unified ingest v1 public output closure plan * fix(setup): forward query history flags * fix(setup): prompt for postgres query history * fix(status): report query history readiness * fix(ingest): remove legacy public guidance * fix(ingest): polish foreground retry copy * docs(examples): use unified query history wording * chore(ingest): finish public query history cleanup * docs: add unified ingest v1 query history status cleanup plan * test(docs): cover unified ingest public docs * docs: align ingest CLI reference with unified UX * docs: update context build guides for unified ingest * docs: update setup and primary source ingest wording * docs: stop advertising adapter-backed example ingest * docs: close unified ingest public docs gaps * docs: add unified ingest v1 docs site closure plan * fix: render unified ingest foreground warnings * fix: explain query history schema order * fix: add public ingest retry guidance * fix: align setup next steps with unified ingest * fix: remove scan wording from demo progress * test: verify unified ingest ux closure * docs: add unified ingest v1 foreground and retry closure plan * fix(cli): preserve query-history pull config in public ingest * fix(cli): omit hidden commands from docs command tree * test(cli): close unified ingest final public surface checks * docs: add unified ingest v1 final public surface closure plan * fix(cli): use public source labels in ingest reports * fix(cli): suppress low-level public ingest output * test(cli): verify unified ingest public plain output * docs: add unified ingest v1 public plain output closure plan * fix(cli): add public ingest copy sanitizers * fix(cli): sanitize public ingest progress copy * fix(cli): rename setup schema scope prompt * docs(plan): add progress copy closure; test: align setup back-nav fixture Adds the iter9 plan and updates the setup back-navigation test fixture to pass disableQueryHistory plus listSchemas/listTables stubs that the unified ingest setup step now requires. * docs(plan): add final ux labels plan with narrowed label scans * fix(cli): aggregate unsupported query-history warnings * fix(cli): align setup database labels * test(cli): fix setup database test type-check * fix(cli): remove primary-source wording from setup output * test(cli): verify unified ingest setup closure * docs(plan): add unified ingest v1 verification copy closure plan * fix(cli): remove top-level scan command * fix(cli): remove legacy ingest and wiki commands * Merge scan into ingest flow * feat(cli): split ingest progress into per-phase rows, rename work units to tasks Each database target in the unified ingest dashboard now renders one row per real subprocess (Schema, then Query history when enabled) instead of a single combined bar. Each phase has its own monotonic 0-100% bar so the progress never snaps back to zero when historic-sql starts after scan completes. Completed phases keep their final bar, summary, and elapsed time visible as an inline audit trail; queued and skipped phases are shown explicitly. Also rename user-facing "work units" / "Failed work units" to "tasks" / "Failed tasks" in ingest output and parseIngestSummary. The parser still accepts the legacy "Work units:" wording in captured output for backward compat. Internal memory-flow event names and type fields are left alone. * Fix test harness failures * Fix CI smoke checks --------- Co-authored-by: Andrey Avtomonov <7889985+andreybavt@users.noreply.github.com>
385 lines
12 KiB
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385 lines
12 KiB
Text
---
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title: Context Sources
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description: Ingest semantic context from dbt, MetricFlow, LookML, Metabase, Looker, and Notion.
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---
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Context sources feed your existing analytics tooling into KTX. During ingestion, KTX extracts metadata from each source and uses an LLM agent to reconcile it with your existing semantic layer and knowledge base — merging intelligently rather than overwriting.
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All context sources are configured in `ktx.yaml` under `connections` with their respective `driver` value.
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## Ingestion workflow
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Agents must configure and ingest context sources in this order:
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1. Add the context source connection in `ktx.yaml` or with `ktx setup`.
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2. Store tokens as `env:NAME` or `file:/path/to/secret`.
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3. Run `ktx ingest <connectionId>` for one source or `ktx ingest --all` for
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every configured source.
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4. Review the foreground ingest output.
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5. Review generated `semantic-layer/` YAML and `wiki/` Markdown files in git.
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6. Validate changed semantic sources with `ktx sl validate`.
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## Common source fields
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Git repository fields are source-specific. dbt uses top-level `repo_url`,
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LookML uses top-level `repoUrl`, and MetricFlow uses nested
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`metricflow.repoUrl`.
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| Field | Required | Description |
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|-------|----------|-------------|
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| `driver` | Yes | Source adapter: `dbt`, `metricflow`, `lookml`, `metabase`, `looker`, or `notion` |
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| `source_dir` | For local file sources | Absolute or project-relative source directory |
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| `repo_url` | For Git-hosted dbt sources | Git repository URL |
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| `repoUrl` | For Git-hosted LookML sources | Git repository URL |
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| `metricflow.repoUrl` | For Git-hosted MetricFlow sources | Git repository URL |
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| `branch` | No | Git branch to read |
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| `path` | No | Subdirectory inside a monorepo |
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| `auth_token_ref` | For private APIs/repos | `env:NAME` or `file:/path/to/secret` token reference |
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## dbt
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Ingests schema definitions, model descriptions, column metadata, and test coverage from a dbt project.
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### What it provides
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- Model and source definitions from `schema.yml` files
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- Column descriptions and types
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- Test coverage signals
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- Semantic model references (if using dbt semantic layer)
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- Data lineage between models
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### Connection config
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```yaml title="ktx.yaml"
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connections:
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my-dbt:
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driver: dbt
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source_dir: /path/to/dbt/project
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```
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For a Git-hosted project:
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```yaml title="ktx.yaml"
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connections:
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my-dbt:
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driver: dbt
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repo_url: https://github.com/org/dbt-repo
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branch: main
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path: analytics/dbt # For monorepos
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auth_token_ref: env:GITHUB_TOKEN
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```
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### Authentication
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| Method | Config |
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|--------|--------|
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| Local path | `source_dir: /absolute/path/to/dbt/project` |
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| Public repo | `repo_url: https://github.com/org/repo` |
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| Private repo | `repo_url` + `auth_token_ref: env:GITHUB_TOKEN` |
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**Optional fields:**
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| Field | Description |
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|-------|-------------|
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| `profiles_path` | Path to `profiles.yml` (if non-standard location) |
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| `target` | dbt target name (e.g., `dev`, `prod`) |
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| `project_name` | Override auto-detected project name |
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### What gets ingested
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- YAML semantic sources generated from dbt schema files
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- One work unit per model file (for projects with >25 YAML files) or all at once for smaller projects
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- Column descriptions, tests, and relationships are preserved
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---
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## MetricFlow
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Ingests MetricFlow semantic models and metric definitions. Useful when your team defines metrics in MetricFlow's YAML format.
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### What it provides
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- Semantic model definitions (entities, dimensions, measures)
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- Cross-model metric definitions
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- Dimension and entity relationships between models
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### Connection config
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```yaml title="ktx.yaml"
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connections:
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my-metricflow:
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driver: metricflow
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metricflow:
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repoUrl: https://github.com/org/metricflow-repo
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branch: main
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path: dbt_metrics # Subdirectory for monorepos
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auth_token_ref: env:GITHUB_TOKEN
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```
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For a local path:
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```yaml
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metricflow:
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repoUrl: file:///absolute/path/to/project
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```
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### Authentication
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| Method | Config |
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|--------|--------|
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| Public repo | `repoUrl: https://github.com/org/repo` |
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| Private repo | `repoUrl` + `auth_token_ref: env:GITHUB_TOKEN` |
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| Local path | `repoUrl: file:///path/to/project` |
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### What gets ingested
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- Semantic models with their entities, dimensions, and measures
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- Metric definitions with their expressions and filters
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- Work units organized by connected component (metrics + related semantic models grouped together)
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---
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## LookML
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Ingests LookML view and model definitions from a Git repository. Extracts field definitions, SQL table references, and join relationships.
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### What it provides
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- View definitions (dimensions, measures, derived tables)
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- Model explore definitions and joins
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- SQL table name references
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- Field-level descriptions and labels
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### Connection config
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```yaml title="ktx.yaml"
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connections:
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my-lookml:
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driver: lookml
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repoUrl: https://github.com/org/lookml-repo
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branch: main
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path: analytics # Subdirectory for monorepos
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auth_token_ref: env:GITHUB_TOKEN
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```
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For a local path:
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```yaml
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repoUrl: file:///absolute/path/to/lookml
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```
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### Authentication
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| Method | Config |
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|--------|--------|
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| Public repo | `repoUrl: https://github.com/org/repo` |
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| Private repo | `repoUrl` + `auth_token_ref: env:GITHUB_TOKEN` |
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| Local path | `repoUrl: file:///path/to/project` |
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### What gets ingested
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- View and model definitions organized by connected component
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- LookML field types mapped to semantic layer column types
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- Join definitions and relationship cardinalities
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- SQL table references for warehouse mapping validation
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### Warehouse mapping
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Optionally validate that LookML references match your expected Looker connection:
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```yaml
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mappings:
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expectedLookerConnectionName: postgres_connection
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```
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This validates that LookML model `connection:` declarations match expectations, flagging mismatches during ingestion.
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---
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## Metabase
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Ingests dashboards, questions, and their underlying SQL queries from a Metabase instance. Maps Metabase databases to your KTX warehouse connections.
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### What it provides
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- Dashboard metadata and organization
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- Question/query definitions (native SQL and structured queries)
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- Table and column usage patterns from queries
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- Database-to-warehouse relationship mapping
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### Connection config
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```yaml title="ktx.yaml"
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connections:
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my-metabase:
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driver: metabase
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api_url: https://metabase.company.com
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api_key_ref: env:METABASE_API_KEY
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mappings:
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databaseMappings:
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"3": postgres-main # Metabase DB ID → KTX connection
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syncEnabled:
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"3": true
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syncMode: ONLY # Only ingest mapped databases
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```
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### Authentication
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| Method | Config |
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|--------|--------|
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| API key | `api_key_ref: env:METABASE_API_KEY` |
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Generate an API key in Metabase: **Admin > Settings > Authentication > API Keys**.
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### What gets ingested
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- Semantic sources generated from SQL queries in questions
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- Wiki pages for dashboards (purpose, key metrics, relationships)
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- Work units per dashboard and per question
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### Warehouse mapping
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Metabase databases must be mapped to KTX connections so ingested context links to the correct warehouse:
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```yaml
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mappings:
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databaseMappings:
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"<metabase_db_id>": "<ktx_connection_id>"
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syncEnabled:
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"<metabase_db_id>": true
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syncMode: ONLY # ONLY = restrict to mapped DBs
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```
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Find Metabase database IDs in **Admin > Databases** — the ID is in the URL when editing a database.
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---
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## Looker
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Ingests explores, looks, and dashboards from a Looker instance via the Looker API. Maps Looker connections to your KTX warehouse connections.
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### What it provides
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- Explore definitions and field metadata
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- Dashboard and look configurations
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- Query patterns and usage signals
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- Looker folder structure for organization context
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### Connection config
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```yaml title="ktx.yaml"
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connections:
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my-looker:
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driver: looker
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base_url: https://looker.company.com
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client_id: your-looker-client-id
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client_secret_ref: env:LOOKER_CLIENT_SECRET
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mappings:
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connectionMappings:
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postgres_connection: postgres-main # Looker conn → KTX conn
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```
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### Authentication
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| Method | Config |
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|--------|--------|
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| OAuth client credentials | `client_id` + `client_secret_ref: env:LOOKER_CLIENT_SECRET` |
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Generate API credentials in Looker: **Admin > Users > Edit > API Keys**.
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### What gets ingested
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- Semantic sources from explore field definitions
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- Wiki pages for dashboards (purpose, audience, key metrics)
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- Triage signals for automated content classification
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- Work units per explore and per dashboard
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### Warehouse mapping
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Map Looker connection names to KTX connections so explores link to the correct warehouse:
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```yaml
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mappings:
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connectionMappings:
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"<looker_connection_name>": "<ktx_connection_id>"
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```
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Find Looker connection names in **Admin > Database > Connections**.
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---
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## Notion
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Ingests pages and databases from a Notion workspace as wiki pages. Useful for capturing business definitions, data dictionaries, and team documentation that agents need for context.
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### What it provides
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- Wiki pages synthesized from Notion content
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- Page hierarchy and relationships
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- Database schemas (when Notion databases describe data sources)
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- Semantic clustering for organized ingestion
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### Connection config
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```yaml title="ktx.yaml"
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connections:
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my-notion:
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driver: notion
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auth_token_ref: env:NOTION_TOKEN
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crawl_mode: selected_roots
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root_page_ids:
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- "abc123def456..."
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```
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For crawling all accessible pages:
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```yaml title="ktx.yaml"
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connections:
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my-notion:
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driver: notion
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auth_token_ref: env:NOTION_TOKEN
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crawl_mode: all_accessible
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```
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### Authentication
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| Method | Config |
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|--------|--------|
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| Internal integration token | `auth_token_ref: env:NOTION_TOKEN` |
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Create an integration at [notion.so/my-integrations](https://www.notion.so/my-integrations), then share target pages with the integration.
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### Configuration options
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| Field | Description | Default |
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|-------|-------------|---------|
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| `crawl_mode` | `all_accessible` or `selected_roots` | — |
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| `root_page_ids` | Page IDs to crawl from (for `selected_roots`) | `[]` |
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| `root_database_ids` | Database IDs to include | `[]` |
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| `max_pages_per_run` | Pages processed per sync | `1000` |
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| `max_knowledge_creates_per_run` | New pages created per sync | `25` |
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| `max_knowledge_updates_per_run` | Pages updated per sync | `20` |
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### What gets ingested
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- Wiki pages synthesized from Notion content (not raw copies)
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- Domain context extracted and organized by topic
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- Triage signals for classifying page relevance
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- Work units clustered by semantic similarity for efficient processing
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### Notes
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- Notion is knowledge-only — it does not produce semantic layer sources
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- Rate limits apply; large workspaces may require multiple ingestion runs
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- Incremental sync cursors are stored in `.ktx/db.sqlite`; don't add
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`last_successful_cursor` to `ktx.yaml`
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## Common errors
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| Error or symptom | Likely cause | Recovery |
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|------------------|--------------|----------|
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| Adapter cannot read source files | `source_dir`, `repo_url`, `repoUrl`, `metricflow.repoUrl`, `branch`, or `path` is wrong | Verify the path locally or clone the repo manually with the same credentials |
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| Private repo/API authentication fails | Token env var or secret file is missing | Export the env var or update `auth_token_ref` to a readable file |
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| Ingest creates duplicate context | Existing source names or wiki pages do not match imported terminology | Review the diff, rename duplicates, and add wiki pages with canonical names |
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| Notion ingest skips pages | Integration lacks access or root ids are missing | Share pages with the Notion integration and set `root_page_ids` or use `all_accessible` carefully |
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| Generated semantic sources fail validation | Tool metadata does not match the live warehouse schema | Map BI/source databases to primary warehouse connections and rerun validation |
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