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dbt-orchestra

Introduction

dbt-orchestra wraps dbt Core commands, using previous run state to reduce unnecessary work. It is designed to be added to an existing dbt Core project, not used as a standalone dbt repository.

There are a few core reasons to use this project:

  • Easier Scheduling: Orchestra SAO (State Aware Orchestration) means you don’t need to manually tag models, you just need to say when the models should be updated and Orchestra handles the dependencies.
  • Save cost: Orchestra SAO detects when there is new data and only updates models and their downstream deps if there is new data, saving money and reducing time.
  • Works out of the box: no need to upgrade dbt versions to take advantage of Orchestra SAO

Compatibility and prerequisites

  • Python: 3.11, 3.12, and 3.13 only (see requires-python in pyproject.toml).
  • dbt-core: 1.10.x and 1.11.x when using stateful orchestration.
  • A dbt Core project: an existing dbt Core project where you already run dbt build / dbt run / dbt test.

Installing

  1. Install dbt-orchestra in the same environment as your dbt project:

    pip install dbt-orchestra
    
  2. Add a minimal config block to your project's pyproject.toml:

    [tool.orchestra_dbt]
    use_stateful = true
    state_file = ".orchestra/dbt_state.json"
    

You can skip pyproject.toml entirely: every [tool.orchestra_dbt] option has an environment-variable override (see Pyproject.toml and environment variables).

Running

  1. Bootstrap the local state file once:

    mkdir -p .orchestra
    echo '{"state":{}}' > .orchestra/dbt_state.json
    
  2. Run your normal dbt command through orc:

    orc dbt run
    

After this run, your .orchestra/dbt_state.json state file will contain freshness information, and subsequent runs will compare this information to your project's model freshness configuration for optimisation.

If you want a small demo dbt Core project to try this with, use tutorial/README.md.

State backends

Local JSON file (quick start)

Local JSON is the easiest way to try state-aware orchestration quickly. Keep ORCHESTRA_API_KEY unset so ORCHESTRA_STATE_FILE or state_file in pyproject.toml is used.

[tool.orchestra_dbt]
use_stateful = true
state_file = ".orchestra/dbt_state.json"
orc dbt run

Orchestra Cloud (managed)

Managing your dbt Core state in Orchestra requires an Orchestra API key. When ORCHESTRA_API_KEY is set, dbt-orchestra selects this backend, and ignores file-related settings. Put non-secret defaults in pyproject.toml and only export the API key:

[tool.orchestra_dbt]
use_stateful = true
export ORCHESTRA_API_KEY=<API_KEY>
orc dbt run

If you want to run state-aware dbt Core code without managing state files and the dbt-orchestra CLI tool, try running your dbt Core in Orchestra. Orchestra users can enable state-aware orchestration using a simple toggle.

S3 backend

To store your dbt Core state in S3, install the optional dependency (pip install 'dbt-orchestra[s3]' or uv sync --extra s3). Credentials and region follow the usual AWS SDK resolution (environment variables, shared config, IAM role, etc.). If the object does not exist yet, load starts with an empty state and save creates the object. The state file parameter expects a s3://bucket/key URI.

GCS backend

To store your dbt Core state in Google Cloud Storage, install the optional dependency (pip install 'dbt-orchestra[gcs]' or uv sync --extra gcs). Credentials follow Application Default Credentials (ADC) — run gcloud auth application-default login for local development, or set GOOGLE_APPLICATION_CREDENTIALS to a service account key file, or rely on the attached service account when running on GCP. The bucket must already exist; if the object does not exist yet, load starts with an empty state and save creates the object. The state file parameter expects a gs://bucket/key URI.

[tool.orchestra_dbt]
use_stateful = true
state_file = "gs://my-bucket/dbt_state.json"
gcloud auth application-default login   # once, for local dev
orc dbt run

ABS backend

To store your dbt Core state in Azure Blob Storage, install the optional dependency (pip install 'dbt-orchestra[azure]' or uv sync --extra azure). Credentials follow DefaultAzureCredential — run az login for local development, or configure a service principal via AZURE_CLIENT_ID / AZURE_CLIENT_SECRET / AZURE_TENANT_ID, or rely on the attached managed identity when running on Azure. Alternatively, set AZURE_STORAGE_CONNECTION_STRING for simpler setups. The container must already exist; if the blob does not exist yet, load starts with an empty state and save creates the blob. The state file parameter expects an abfs:// or abfss:// URI of the form abfss://container@account.dfs.core.windows.net/path. Both schemes always connect via TLS.

[tool.orchestra_dbt]
use_stateful = true
state_file = "abfss://my-container@my-account.dfs.core.windows.net/dbt_state.json"
az login   # once, for local dev
orc dbt run

Daily usage

Stateful orchestration only runs for dbt build, dbt run, and dbt test. Other dbt subcommands are passed through to dbt unchanged.

Runtime behaviour by command and mode

Stateful enabled dbt command Behaviour
false any command orc passes through to dbt with no state load/save.
true build, run, test orc loads state, computes reusable nodes, patches clean nodes, runs dbt, updates and saves state.
true build, run, test + --full-refresh orc skips reuse decisions for this invocation, runs dbt directly, then still updates/saves state after execution.
true other command (for example seed, docs generate) orc passes through to dbt unchanged.

Reused nodes and data tests

When orc reuses (skips) an up-to-date node, it preserves dbt's default rule for data tests: a test runs if any of its models is being built, even when its other parent models are being reused. Without this, dbt's default "eager" exclusion drops a test as soon as one of its parents is excluded — so a singular test that joins a freshly-built model to a reused one would silently stop running.

Take this graph, where model_b has no new data and is reused:

flowchart LR
    A["model_a<br/>new data → built"]
    B["model_b<br/>no new data → reused (skipped)"]
    T1(["test refs model_a and model_b"])
    T2(["test refs model_b only"])
    A --> T1
    B --> T1
    B --> T2
Test Parents Runs?
refs model_a & model_b one built, one reused ✅ runs — a model it tests was built
refs model_b only all reused ⏭️ skipped — nothing it tests was built

This holds however you select nodes:

You run orc runs Notes
orc dbt build dbt build --exclude tag:ORCHESTRA_REUSED_NODE --indirect-selection cautious Nothing is selected explicitly, so a global cautious flag only narrows our exclusion.
orc dbt build --select +model_a dbt build --selector <generated> Your --select/--exclude and the reused exclusion are folded into a generated selector (see below).
orc dbt build --selector nightly rewrites nightly to also exclude reused nodes Your named selector is wrapped, not replaced.
orc dbt run … dbt run --exclude tag:ORCHESTRA_REUSED_NODE run never selects tests, so no test handling is needed.

Why a generated selector, and not just one flag?

dbt's --indirect-selection is global — it applies to your --select as much as to our reused-node exclusion. Forcing it to cautious everywhere would change what your own selection means, so when you pass your own --select/--exclude, orc instead writes a generated selector to selectors.yml (creating the file if needed) that sets indirect_selection: cautious on only the reused-node exclusion, leaving your selection at dbt's default (eager) behaviour. dbt has no per-flag indirect selection and reads selectors only from selectors.yml, so a generated selector is the only way to do this.

The scenario this gets right (and a single global flag gets wrong) is a test whose parents straddle your selection — for example a test that references both orders and customers, when you run orc dbt build --select orders (so customers is not selected):

Approach Does the orders + customers test run? Matches plain dbt build --select orders?
plain dbt (eager, the default) ✅ runs — a selected parent (orders) is built —
one global --indirect-selection cautious ❌ dropped — cautious needs all parents selected, and customers isn't ❌ no
generated selector (eager select, cautious only on the reused exclude) ✅ runs ✅ yes

A different global mode doesn't rescue this, because the two sides want opposite modes:

Side Wants So that
your --select eager a test runs if any selected parent is built (dbt's default)
the reused-node exclude cautious a test is dropped only when all its parents are reused

--indirect-selection sets a single mode for both. cautious and buildable are too strict on the select side — they drop the orders/customers test above. eager and buildable are too loose on the exclude side — they drop a test even when one of its parents is being built (buildable because it also sweeps in ancestors of reused nodes, which may be models you are building). buildable is wrong on both ends; only a per-criterion selector can be eager on your selection and cautious on the exclusion at once.

The generated selector is named orchestra_reused_<uuid>. On a local run (local_run, the default), orc restores selectors.yml to exactly its pre-run state afterwards — rewriting back the original bytes, or removing a file it created — so neither the generated selector nor the --selector rewrite is left behind. On managed/Orchestra runs the rewrite is left in place; the checkout is ephemeral, so it is harmless.

Configuration reference

When stateful orchestration is enabled, the CLI loads and saves dbt Core state. Enable it with use_stateful = true under [tool.orchestra_dbt], or set ORCHESTRA_USE_STATEFUL=true. That state is the same JSON shape regardless of the backend used.

Do not put secrets in pyproject.toml. Use environment variables (or your platform's secret store) for ORCHESTRA_API_KEY.

Configuration precedence

For non-secret options, if an environment variable is set, it overrides values from [tool.orchestra_dbt]; otherwise the value from pyproject.toml is used, then the built-in default. The CLI discovers pyproject.toml by walking upward from the current working directory. [tool.orchestra_dbt] is read from that file when present.

Pyproject.toml and environment variables

Each [tool.orchestra_dbt] key can be set in TOML, or omitted and supplied only via the matching variable. When both are present, the environment variable wins (see Configuration precedence above). ORCHESTRA_API_KEY has no TOML equivalent; it selects the Orchestra HTTP backend when set.

pyproject.toml key Environment variable
state_file ORCHESTRA_STATE_FILE
use_stateful ORCHESTRA_USE_STATEFUL
local_run ORCHESTRA_LOCAL_RUN
debug ORCHESTRA_DBT_DEBUG
seed_state_orchestration ORCHESTRA_SEED_STATE_ORCHESTRATION
require_explicit_source_freshness ORCHESTRA_REQUIRE_EXPLICIT_SOURCE_FRESHNESS
verify_relations_exist ORCHESTRA_VERIFY_RELATIONS_EXIST
scope_source_freshness_to_selection ORCHESTRA_SCOPE_SOURCE_FRESHNESS_TO_SELECTION

For boolean settings, if the environment variable is set, the merged value is true only when the value is exactly the string true (case-insensitive); otherwise it is false. If the variable is unset, pyproject.toml (or the default) applies.

[tool.orchestra_dbt] options

Key Type Default Purpose
state_file string (optional) — Local JSON path, s3://bucket/key, gs://bucket/key, or abfss://container@account.dfs.core.windows.net/key for state (see backend table above).
use_stateful bool false Turn on stateful orchestration for supported dbt commands.
local_run bool true After reuse, revert patched files (typical for local iteration).
debug bool false Verbose logging.
seed_state_orchestration bool false When true, seed nodes can be reused from state like models; when false, seeds are always treated as dirty for reuse. This feature should be considered experimental and may change in the future.
require_explicit_source_freshness bool false When true, sources without an explicit loaded_at_field or loaded_at_query are excluded from state-aware orchestration: no implicit/fallback freshness is inferred for them, and models depending on them always run. Use this when implicit freshness is unreliable (for example, sources defined on top of views, where warehouse metadata reflects the view rather than the underlying data).
verify_relations_exist bool false Opt in to confirming a node's table/view is actually in the warehouse before skipping it (see Verifying relations still exist). Off by default, so existing behaviour is unchanged until you enable it.
scope_source_freshness_to_selection bool false When true, dbt source freshness only checks sources upstream of the selection already resolved for node reuse (via dbt ls), passed as --select +<fqn> per selected node so dbt's own selection engine resolves the ancestor sources -- no --resource-type filter needed, since source freshness only ever touches sources anyway. Selection is by fqn rather than path because dbt resolves path: by globbing the filesystem from the project root, which never matches a node owned by an installed package. When false (default), freshness is checked for every source in the project regardless of selection, matching prior behaviour.

Resolving multiple backend state configurations

Priority Setting Effect
1 ORCHESTRA_API_KEY Load/save state via Orchestra HTTP. When the API key is set, ORCHESTRA_STATE_FILE and state_file in pyproject.toml are ignored for choosing the state backend.
2 ORCHESTRA_STATE_FILE Path to a JSON file, or s3://bucket/key, gs://bucket/key, or abfss://container@account.dfs.core.windows.net/key. Relative file paths are resolved from the current working directory. Used only when ORCHESTRA_API_KEY is unset.
3 [tool.orchestra_dbt] / state_file in pyproject.toml Path to a JSON file, or s3://bucket/key, gs://bucket/key, or abfss://container@account.dfs.core.windows.net/key. Relative file paths are resolved from the directory that contains the discovered pyproject.toml; absolute paths are used as-is. Used only when ORCHESTRA_API_KEY is unset and ORCHESTRA_STATE_FILE is unset.

If an effective local path, S3, GCS, or ABS URI is configured (rows 2 or 3), that backend is used and an API key is not required for state. If ORCHESTRA_API_KEY is set (row 1), the HTTP backend is used regardless of file settings.

Warehouse adapters and implicit source freshness

Stateful reuse uses dbt source freshness results. When a source defines loaded_at_field or loaded_at_query, dbt's normal freshness logic runs on every adapter Orchestra supports through dbt Core.

When both are omitted, Orchestra can still run adapter-specific SQL to infer max_loaded_at (see src/orchestra_dbt/source_freshness/). Only the adapters below register that path today; the mapping is keyed by FreshnessRunner.adapter.type().

Warehouse dbt adapter type (typical) Implicit freshness (no loaded_at_*)
Databricks databricks Supported — uses DESCRIBE HISTORY on the source relation.
Snowflake snowflake Use loaded_at_field or loaded_at_query — no Orchestra fallback; standard dbt freshness.
Microsoft Fabric fabric Same as Snowflake — configure loaded_at_*; no Orchestra fallback.
Google BigQuery bigquery Same as Snowflake — configure loaded_at_*; no Orchestra fallback.
AWS Redshift redshift Same as Snowflake — configure loaded_at_*; no Orchestra fallback.
PostgreSQL postgres Same as Snowflake — configure loaded_at_*; no Orchestra fallback.
DuckDB duckdb Not supported
Other adapters varies No Orchestra fallback unless listed above; use loaded_at_* or verify dbt's default behavior for your warehouse.

For adapters without a registered fallback, if both loaded_at settings are missing, Orchestra follows dbt's FreshnessRunner behavior (which may surface as warnings or a non-actionable result depending on dbt and the warehouse).

Implicit freshness can be misleading for sources defined on top of views: warehouse metadata reports when the view was last altered, not when new data arrived in the underlying tables. To opt out of implicit freshness entirely, set require_explicit_source_freshness = true (or ORCHESTRA_REQUIRE_EXPLICIT_SOURCE_FRESHNESS=true). Sources without loaded_at_field/loaded_at_query are then excluded from state-aware orchestration and models depending on them always run; sources with an explicit config keep working as normal.

Verifying relations still exist

State and source freshness cannot tell you whether a node's table or view is actually there. A relation dropped out of band, renamed, or never built in this target still looks clean in state, so it gets skipped and the run "succeeds" with a missing relation — as does pointing a warm state file at a fresh database or schema.

orc therefore confirms each reusable node's relation exists before the dependency sweep, forcing any missing one back into the run with <node> was deleted from the warehouse hence rerun. Running before the sweep means downstream models rebuild too.

The lookup is delegated to the dbt adapter's own relation listing, so it works on every warehouse dbt supports and inherits its quoting and case-sensitivity rules. spark is excluded: its adapter returns an empty list on unrecognised errors, which would read as "the whole schema is gone".

Cost. Usually no extra queries — the preceding dbt source freshness run already lists every schema and this reads that cache, falling back to one listing per distinct (database, schema) when cold. Nothing scales with model count, and there are no queries at all on a first run, with --full-refresh, or when nothing is reusable. An unreadable schema logs a warning and leaves its reuse decisions alone rather than forcing a rebuild.

Off by default while it beds in — enable with verify_relations_exist = true or ORCHESTRA_VERIFY_RELATIONS_EXIST=true.

Example snippet

Example optional snippet in pyproject.toml:

[tool.orchestra_dbt]
use_stateful = true
state_file = ".orchestra/dbt_state.json"

Add .orchestra/ (or your chosen path) to .gitignore if the file should not be committed.

Development and contributing

For contributor guidance, see CONTRIBUTING.md.

License

Licensed under the Apache License, Version 2.0. See LICENSE for details.

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