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Reference documentation restructure + refactor #2443

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pankajastro merged 23 commits into
astronomer:mainfrom
lzdanski:reference-updates
Mar 11, 2026
Merged

Reference documentation restructure + refactor #2443
pankajastro merged 23 commits into
astronomer:mainfrom
lzdanski:reference-updates

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@lzdanski
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@lzdanski lzdanski commented Mar 6, 2026

Description

This PR restructures the Reference Section, creates the new Guides>Connect database section from the existing Profiles Overview page. It replaces #2424.
Screenshot 2026-03-11 at 10 03 06 AM

  • It removes the redundant Profile Config page -> this refactoring would have had two different "Profiles" pages in the reference section
  • Adds the Profiles mappings to the Reference sidebar and hides the list of profile mappings from the Profiles Index overview.
Screenshot 2026-03-06 at 2 48 09 PM
  • Moves the contents of the Profiles Index Overview page into three new pages in the Connect database section. NOTE - due to issue in local build, the sidebar appears inconsistent in screenshots.
Screenshot 2026-03-06 at 2 48 17 PM Screenshot 2026-03-06 at 2 48 26 PM Screenshot 2026-03-06 at 2 48 35 PM Screenshot 2026-03-06 at 2 48 51 PM Screenshot 2026-03-06 at 2 49 00 PM Screenshot 2026-03-06 at 2 49 07 PM
  • Discussion question: disabling dbt event tracking might not fit on the current page in the "Connect Database", and would need to be relocated.
Screenshot 2026-03-06 at 2 49 15 PM

Related Issue(s)

Breaking Change?

Possible docs broken links. Moved files have been compared to the list of redirects created to reduce this possibility.

Checklist

  • I have made corresponding changes to the documentation (if required)
  • I have added tests that prove my fix is effective or that my feature works

@lzdanski lzdanski changed the title [WIP] Reference documentation restructure + refactor Reference documentation restructure + refactor Mar 6, 2026
@lzdanski lzdanski marked this pull request as ready for review March 6, 2026 20:41
@lzdanski lzdanski requested review from a team, corsettigyg, dwreeves and jbandoro as code owners March 6, 2026 20:41
@lzdanski lzdanski requested review from phanikumv and tatiana March 6, 2026 20:41
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Hi @lzdanski, do we still generate the profiles .rst docs automatically? I want to confirm whether we actually need to check in these profile files

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Could you please resolve the merge conflict?
Screenshot 2026-03-09 at 6 39 54 PM

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lzdanski commented Mar 9, 2026

Thanks for the review @pankajastro

  1. Merge conflict addressed
  2. Checking out the GitHub workflows, the netlify.toml file looks like it kicks off a build as part of deployment, so I will remove the auto-generated profiles from this PR: https://github.com/astronomer/astronomer-cosmos/blob/main/netlify.toml#L27

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Hi @lzdanski, I tried running it on my local machine, and it looks like the docs are rendering a bit differently from the screenshot you shared in the description. For example:

ProfileConfig is missing in the left menu

Screenshot 2026-03-10 at 6 49 04 PM

Profile Overview appears twice

Screenshot 2026-03-10 at 6 47 07 PM

And also I think the CosmosConfig is missing in the left menu

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Also getting the following warning

reading sources... [100%] reference/profiles/index
/Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/reference/index.rst:10: WARNING: toctree contains reference to nonexisting document 'reference/configs/project-conf'
looking for now-outdated files... none found
pickling environment... done
checking consistency... /Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/profiles/index.rst: WARNING: document isn't included in any toctree
/Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/reference/configs/cosmos-conf.rst: WARNING: document isn't included in any toctree
done

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I tried to run locally, and I'm seeing the following errors in the log

updating environment: [config changed ('redirects')] 113 added, 0 changed, 3 removed
reading sources... [100%] reference/profiles/index
/Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/guides/connect_database/profile-customise-per-node.rst:4: WARNING: duplicate label profile-customise-per-node, other instance in /Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/profiles/index.rst
/Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/profiles/index.rst:134: WARNING: duplicate label profile-customise-per-node, other instance in /Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/guides/connect_database/profile-customise-per-node.rst
looking for now-outdated files... none found
pickling environment... done
checking consistency... /Users/pankaj/Documents/astro_code/astronomer-cosmos/docs/profiles/index.rst: WARNING: document isn't included in any toctree

The left menu appears to be in a different order than the index page content, which feels inconsistent.

Screenshot 2026-03-11 at 5 19 36 PM

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Left one minor comment: #2443 (comment) — otherwise looks good.

@pankajastro pankajastro merged commit 45f261a into astronomer:main Mar 11, 2026
76 checks passed
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codecov Bot commented Mar 11, 2026

Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 97.98%. Comparing base (88319b2) to head (c0f92e9).
⚠️ Report is 6 commits behind head on main.

Additional details and impacted files
@@           Coverage Diff           @@
##             main    #2443   +/-   ##
=======================================
  Coverage   97.98%   97.98%           
=======================================
  Files         103      103           
  Lines        7086     7086           
=======================================
  Hits         6943     6943           
  Misses        143      143           

☔ View full report in Codecov by Sentry.
📢 Have feedback on the report? Share it here.

🚀 New features to boost your workflow:
  • ❄️ Test Analytics: Detect flaky tests, report on failures, and find test suite problems.

tatiana added a commit that referenced this pull request Mar 16, 2026
- Adds a new page, **How Cosmos runs dbt**, which acts as a landing page
for this subsection in the TOC.

<img width="1467" height="657" alt="Screenshot 2026-03-09 at 9 07 28 PM"
src="https://github.com/user-attachments/assets/e33fa281-57c1-4ca3-b38c-8b5b085ebb08"
/>

<img width="1451" height="294" alt="Screenshot 2026-03-09 at 9 07 40 PM"
src="https://github.com/user-attachments/assets/542303f3-f85c-4385-b785-071c2c9d5347"
/>

- Renames the "Operators" page to **dbt command operators**. I'm not
sure if this is the right label, but "Operators" didn't seem quite
accurate as this appears to be about dbt commands specifically
<img width="1470" height="768" alt="Screenshot 2026-03-09 at 9 08 51 PM"
src="https://github.com/user-attachments/assets/45a195ee-cece-4962-ae84-643b53245a59"
/>

- **Moves Operator arguments into the correct section in the sidebar** 
<img width="1470" height="798" alt="Screenshot 2026-03-09 at 9 08 15 PM"
src="https://github.com/user-attachments/assets/497e2c0a-cf36-4ef9-bddd-c434fc0fdc94"
/>

<img width="1470" height="771" alt="Screenshot 2026-03-09 at 9 08 23 PM"
src="https://github.com/user-attachments/assets/100b2030-7f79-4cf9-a349-ebccc5292c56"
/>

<img width="1470" height="647" alt="Screenshot 2026-03-09 at 9 08 33 PM"
src="https://github.com/user-attachments/assets/1b5b3dc0-e531-4fbf-a9ee-3c92855ffdbd"
/>

- Refactors the **Operator Args** page into **Operator Args** and
**Overriding Operator Args**. This PR does not move "Template Fields"
out of the **Operator Args** doc and into "References", because it
affects an area of the docs that has an open PR. I can finish that in a
follow-up after
#2443 merges.

<img width="1470" height="766" alt="Screenshot 2026-03-09 at 9 08 44 PM"
src="https://github.com/user-attachments/assets/de55b16c-1184-4fc8-a221-44637dca28c0"
/>

Co-authored-by: Tatiana Al-Chueyr <tatiana.alchueyr@gmail.com>
@pankajastro pankajastro mentioned this pull request Mar 16, 2026
@tatiana tatiana added this to the Cosmos 1.14.0 milestone Mar 18, 2026
pankajastro added a commit that referenced this pull request Apr 7, 2026
1.14.0 (2026-04-07)
---------------------

Breaking Changes

* Drop support for Airflow versions earlier than **2.9** by
@jedcunningham in #2288
* Fix inclusion of package models and selection/exclusion behavior by
@pankajkoti in #2357
* ``ExecutionMode.WATCHER``: The per-node ``*_status`` XCom value is now
a dict (``{"status": "<status>", "outlet_uris": [...]}``) instead of a
plain string. Any custom code that reads these internal XCom keys
directly will need to be updated by @pankajkoti in #2507

Features

* Add cluster policy support for ``ExecutionMode.WATCHER`` sensor
retries by @astro-anand in #2293
* Add debug mode to track memory utilization by @tatiana in #2327
* Add FQN selection support for ``LoadMode.DBT_MANIFEST`` by
@pankajastro in #2375
* Introduce interceptors for Cosmos tasks by @tatiana in #2419
* Add config to allow disabling dag versioning by @pankajkoti in #2470
* Implement TaskGroups by models folder by @maximilianoarcieri and
@tatiana in #1566, #2469, and #2420
* feat: implement DbtTestWatcherOperator by @michal-mrazek in #2447
* Add source freshness aware execution for ``ExecutionMode.WATCHER`` by
@pankajastro and @tatiana in #2467

* Note: Like ``ExecutionMode.WATCHER``, this feature is experimental and
its interface and implementation can change in the future.
* Add Airflow 3.2 support by @pankajastro and @pankajkoti in #2472

Enhancements

* Add watcher mode support for dbt test node states by @michal-mrazek in
#2318
* Rename watcher-mode sensor retry queue and reuse it for producer tasks
by @pankajastro in #2331
* Fix leaked semaphore warnings in Airflow 3 by resetting dbt adapters
by @pankajkoti in #2335
* Improve dbt Fusion support and related tests by @tatiana in #2356
* Default Snowflake profile mappings to four threads by @tatiana in
#2374
* Attempt to remove Pydantic as a dependency by @tatiana in #2377
* Log dbt-core and adapter versions in watcher consumer tasks by
@pankajastro in #2412
* Log model errors in watcher consumer on dbt node failure by
@pankajastro in #2431
* Reduce XCom read/write for tracking node state and errors in
ConsumerWatcher task by @pankajastro in #2471
* Remove duplicate debug log in watcher subprocess path by @tatiana in
#2494
* Simplify and unify WATCHER implementation regardless of InvocationMode
by @tatiana in #2498
* Switch to lazy imports in cosmos/__init__.py by @pankajkoti in #2531

Bug Fixes

* Handle invalid YAML errors with ``LoadMode.DBT_MANIFEST`` and
``RenderConfig.selector`` by @YourRoyalLinus in #2316
* Populate ``compiled_sql`` for ``InvocationMode.SUBPROCESS`` in
``ExecutionMode.WATCHER`` by @pankajkoti in #2319
* Fix select/exclude type mismatch by @tatiana in #2364
* Set ``emit_datasets=False`` for ``DbtTest*`` operators by @pankajastro
in #2365
* Set correct queue priority for watcher producer tasks by @pankajastro
in #2372
* Preserve ``extra_context`` for watcher consumer task instances by
@pankajkoti in #2381
* Respect ``deferrable=False`` from ``operator_args`` on watcher
consumer sensors by @pankajkoti in #2384
* Fix watcher queue precedence and add documentation by @pankajastro in
#2391
* Do not set ``compiled_sql`` on ``ExecutionMode.WATCHER`` producers by
@pankajkoti in #2440
* Remove const attribute for ``__cosmos_telemetry_metadata__`` dag param
by @pankajkoti in #2466
* Remove timeout override from Cosmos watcher sensors by @tatiana and
@claude in #2478
* Remove forced ``retries=0`` from watcher producer operators by
@tatiana in #2479
* RFC: Add patch for newer versions of amazon provider when running dbt
on EKS by @aoelvp94 in #2481
* Fix ``cosmos_debug_max_memory_mb`` XCom not pushed in Watcher sensor
tasks by @tatiana in #2503
* Fix ``TestBehavior.NONE`` and ``TestBehavior.AFTER_ALL`` exclude
ignored with selectors in ``ExecutionMode.WATCHER`` by @pankajkoti in
#2511
* Move dataset emission for ``ExecutionMode.WATCHER`` from producer to
consumer sensors by @pankajkoti in #2507

Docs

* Document cluster policy configuration for ``ExecutionMode.WATCHER``
sensor tasks by @pankajastro in #2315
* Remove outdated docs for the dbt docs plugin with Airflow 3 by
@pankajastro in #2353
* Make Watcher DBT Execution Queue heading clickable by @pankajastro in
#2354
* Update ``ExecutionMode.WATCHER`` documentation regarding test node
implementation by @jroachgolf84 in #2355
* Fix ``pre_dbt_fusion`` configuration rendering by @pankajastro in
#2369
* Add documentation for including/excluding nodes based on FQN by
@pankajastro in #2371
* Update watcher execution mode documentation by @tatiana in #2380
* Add documentation for ``DbtSeedLocalOperator`` by @jroachgolf84 in
#2383
* Fix miscellaneous Sphinx warnings by @pankajastro in #2395
* Improve contributing documentation by @lzdanski in #2397
* Add **Get Started in 5 Minutes** guide by @lzdanski in #2398
* Add Sphinx redirects package for documentation redirects by @lzdanski
in #2407
* Restructure **Getting Started** and **Guides** sections by @lzdanski
in #2418
* Add open-source quickstart by @lzdanski in #2439
* Fix documentation redirects by @lzdanski in #2442
* Restructure and refactor reference documentation by @lzdanski in #2443
* Add execution modes decision documentation by @lzdanski in #2444
* Add **Core Concepts** page to Getting Started by @lzdanski in #2448
* Add guide: *How Cosmos Works* by @lzdanski in #2449
* Update **Getting Started** overview and index pages by @lzdanski in
#2452
* Add guide: *How Cosmos Runs dbt* by @lzdanski in #2453
* Fix miscellaneous documentation links by @lzdanski in #2454
* Add Mermaid diagrams and execution mode diagrams by @lzdanski and
@tatiana in #2459
* Add documentation for memory optimization options by @pankajastro in
#2340
* Fix typo in watcher execution mode docs by @evanvolgas in #2485
* Fix minor documentation issues by @evanvolgas in #2489
* Add troubleshooting note for dbt debug logs in ExecutionMode.WATCHER
by @tatiana in #2491
* docs: unify RST header styles across documentation by @jigangz in
#2473
* docs: fix env var for rich logging by @vricciardulli in #2514
* docs: update dbt project path example for Airflow 3 Astro
compatibility by @yeoreums in #2512
* Document missing Cosmos Airflow config settings in cosmos-conf.rst by
@tatiana in #2515
* Split security-privacy policy doc and add dependency cooldown by
@pankajkoti in #2519
* Add performance optimization and troubleshooting docs by @pankajkoti
in #2521
* Update copyright year to 2026 by @tayloramurphy in #2527
* docs: Updating "Project Policies" to "Policies" in menu bar by
@jroachgolf84 in #2526

Others

* Fix tests after removing support for Airflow versions earlier than 2.9
by @tatiana in #2321
* Enable listener tests for Airflow 3.1 by @pankajastro in #2348
* Accept ``int`` or ``float`` for ``cosmos_debug_max_memory_mb`` in
integration tests by @pankajkoti in #2352
* Update ``CODEOWNERS`` to prioritize ``oss-integrations`` by @tatiana
in #2359
* Fix automatic reviewer assignment in GitHub by @tatiana and @phanikumv
in #2360
* Improve PyPI tagging by @tatiana in #2363
* Add integration tests for dbt Fusion and ``ExecutionMode.WATCHER`` by
@tatiana in #2373
* Fix Zizmor check by @tatiana in #2376
* Remove ``methodtools`` dependency by @tatiana in #2378
* Improve comments on #2389 by @evanvolgas in #2394
* Refactor ``load_from_dbt_manifest`` to reduce code complexity by
@pankajkoti in #2399
* Refactor ``_handle_no_precursors_or_descendants`` to reduce complexity
by @pankajkoti in #2400
* Improve issue templates by @tatiana in #2401
* Avoid running tests when only docs change by @tatiana in #2402
* Add ``no-reload`` target for serving docs locally by @pankajkoti in
#2405
* Fix test hash checks on macOS by @tatiana in #2406
* Attempt deterministic dbt project copy in test fixtures by @pankajkoti
in #2409
* Pin ``virtualenv <21`` due to hatch incompatibility in CI by
@pankajkoti in #2410
* Revert virtualenv pin for hatch installation in CI by @pankajkoti in
#2426
* Add version comments for commit SHA pinned GitHub Actions by
@pankajkoti in #2436
* Fix ``hatch run docs:build`` issues by @tatiana in #2437
* Minor code improvements by @dnskr in #2446
* Pre-commit autoupdate by @pre-commit-ci in #2367, #2396, #2422, #2451,
#2468, #2495, and #2516
* Add file to support Claude understanding the Cosmos repository by
@tatiana in #2458
* Dependency updates by @dependabot in #2368, #2425, #2435, #2465,
#2475, #2504, #2518, and #2528
* Isolate Scarf telemetry integration test into its own CI job by
@pankajkoti and @claude in #2477
* ci: upgrade Airflow version to 3.1 in MyPy type-check job by @yeoreums
in #2506
* Add commit message guidelines to CLAUDE.md by @pankajkoti in #2509
* Extend skipping tests in CI for more non-code file changes by
@pankajkoti in #2510
* Add Dependabot pre-commit support with 7-day cooldown by @pankajkoti
in #2517
* Enforce zero warnings policy for documentation by @dnskr in #2513

Co-authored-by: Pankaj Koti <pankajkoti699@gmail.com>
Co-authored-by: Tatiana Al-Chueyr <tatiana.alchueyr@gmail.com>

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Pankaj Koti <pankajkoti699@gmail.com>
Co-authored-by: Tatiana Al-Chueyr <tatiana.alchueyr@gmail.com>
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