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feat(low-code): fetch complete nested lists when RecordExpander input is truncated, warn when unrecoverable - #1135

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feat(low-code): fetch complete nested lists when RecordExpander input is truncated, warn when unrecoverable#1135
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@ZaneHyattAB ZaneHyattAB commented Aug 26, 2026

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Summary

RecordExpander can now recover the full nested list when the source embeds only the first page of it, and — when recovery is impossible — surface the truncation instead of dropping data silently. Two new optional fields:

record_expander:
  type: RecordExpander
  expand_records_from_field: [data, object, lines, data]
  truncation_indicator_path: [data, object, lines, has_more]   # NEW
  truncated_list_retriever:                                    # NEW — any Retriever, optional
    type: SimpleRetriever
    requester:
      path: invoices/{{ stream_slice['parent_record']['data']['object']['id'] }}/lines
    ...

Behavior:

  • If truncation_indicator_path evaluates truthy on a parent record, the configured truncated_list_retriever is invoked (with the parent record exposed as stream_slice['parent_record']) and its records replace the embedded ones — including full pagination via the retriever's own paginator.
  • If the indicator is truthy and no retriever is configured, the embedded items are expanded as normal and a WARNING is logged naming the expansion path, the truncation indicator path, the embedded item count, and (best-effort, from a total_count sibling of the indicator) the expected total. No payload values are logged. The warning is deduplicated to once per RecordExpander instance — i.e. once per stream per sync — so large streams don't flood the logs; the sync never fails and no records are dropped.
  • If the indicator is falsy or missing, behavior is unchanged and no HTTP request is made and no warning is logged.
  • If the retriever returns nothing, the embedded records are used as a fallback.
  • remain_original_record and parent-context merging apply identically to fetched records.
  • Config validation: truncated_list_retriever requires truncation_indicator_path; * wildcards are rejected in truncation_indicator_path always (the indicator must identify a single field) and in expand_records_from_field when a retriever is configured (a wildcard match cannot identify a single parent list to re-fetch).

Why

Stripe's /v1/events payloads embed only the first page (10 items) of nested list objects, with lines.has_more: true and total_count reflecting the real size — verified by live measurement against real Stripe (invoices with 15/16/20 lines each embed exactly 10). RecordExpander (introduced in #859) had no way to follow that, so source-stripe's events-based invoice_line_items incremental path silently and permanently drops line items 11+ of any invoice (airbytehq/oncall#12975). Stripe rejects expand[]=data.data.object.lines on /v1/events, so there is no request-side workaround; the only correct behavior is to fetch the list from its own endpoint when the payload marks it truncated.

Survey results (generality)

A survey of certified/GA connectors for the same embedded-list-truncation pattern found no other connector that can adopt the retriever path today: source-stripe is the only connector with an embedded nested list, a truncation flag, and a dedicated complete-list endpoint. The closest real data-loss cousin is source-intercom conversation_parts — Intercom embeds at most the 500 most recent parts of a conversation and exposes no endpoint to fetch the rest, so it can never use truncated_list_retriever. That unrecoverable case is exactly what the warn-on-truncation path covers: it converts silent data loss into visible data loss, and it is what makes this change generally useful beyond Stripe. Safe contrasts (nested pagination correctly followed): source-monday items_page.cursor, source-github GraphQL pageInfo.hasNextPage, and any lazy_read_pointer / LazySimpleRetriever user.

Design note for reviewers: extend vs. new component

Patrick Nilan raised whether giving RecordExpander (previously a pure in-memory dpath transform) a retriever — and therefore HTTP capability — fundamentally changes what the component is, and whether a brand-new component would be better. This PR takes the extend position, and that decision is open to disagreement:

  • The component's contract — "given a parent record, yield the complete set of child records from its nested list" — is unchanged; the retriever is a fallback for honoring it when the payload is incomplete. Both fields are optional and unset-behavior is byte-identical.
  • The CDK already has declarative components composing retrievers/streams (SubstreamPartitionRouter, AsyncRetriever), so a component owning a retriever is not novel.
  • Exactly one connector uses RecordExpander today (source-stripe), so a new component would duplicate ~all of RecordExpander's surface for one user and add a deprecation/migration burden; the truncation config is generic (arbitrary dpath indicator + standard SimpleRetriever/CustomRetriever), not Stripe-specific.

If reviewers prefer a new component anyway, the natural shape is a TruncatedListExpander superset of RecordExpander in the same record_expander slot.

The alternative — rerouting the events path through SubstreamPartitionRouter/lazy_read_pointer (which does follow nested pagination) — was rejected: lazy_read_pointer is coupled to parent-stream partitioning and full-refresh child reads, and forcing the events stream into that shape would break the events cursor/state semantics and remain_original_record transformations.

The declarative_component_schema.py change is hand-scoped to the RecordExpander additions plus a RecordExpander.update_forward_refs() call; a full poe assemble regeneration reorders many unrelated classes because the checked-in file has drifted from current codegen output, so that churn was deliberately excluded.

Consumer

The dependent connector fix is airbytehq/airbyte#85087 (source-stripe invoice_line_items), which stays in draft, blocked on a CDK release containing this change.

Requested by Zane Hyatt (ZaneHyattAB) via airbytehq/oncall#12975.

Test plan

  • unit_tests/sources/declarative/expanders/test_record_expander.py: truncated list fetched via retriever; no retriever call when indicator is false/missing; empty-retriever fallback; validation errors (missing indicator path, wildcard rejection in both paths); new warning tests — warning emitted with counts/paths when truncated and no retriever, deduplicated across records, omits total when total_count absent, no warning when indicator falsy, no warning when a retriever is configured. 12 tests pass locally.
  • unit_tests/sources/declarative/parsers/test_model_to_component_factory.py::test_create_record_expander_with_truncated_list_retriever: factory wires a SimpleRetriever into the expander from YAML.
  • ruff check, ruff format --check, and mypy clean locally.
  • End-to-end verification lives in the dependent source-stripe PR's integration tests (mocked /v1/events truncation → all 15 line items emitted).

Link to Devin session: https://app.devin.ai/sessions/66b1cf8a1cf04d9387166364ae684e12
Open in Devin Desktop: https://app.devin.ai/desktop/session/66b1cf8a1cf04d9387166364ae684e12?variant=devin

Summary by CodeRabbit

  • New Features
    • Declarative record expansion can now detect when embedded lists are truncated.
    • Configured retrieval can fetch the complete list automatically, using the surrounding record for context.
    • If retrieval is unavailable or returns no results, embedded items remain available as a fallback.
    • Clear validation and warnings help identify incomplete list data and invalid configurations.

ZaneHyattAB and others added 2 commits August 26, 2026 22:12
…ander detects truncation

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Co-Authored-By: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
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Pull request overview

Adds truncation-aware nested list expansion to the declarative RecordExpander, enabling it to detect when an embedded list is only a first page (e.g., Stripe has_more: true) and optionally re-fetch the complete list via a configured retriever (including the retriever’s own pagination).

Changes:

  • Extend RecordExpander with truncation_indicator_path + truncated_list_retriever and fetching logic that exposes the parent record via stream_slice['parent_record'].
  • Wire the new fields through the declarative model schema + YAML schema and component factory.
  • Add unit tests covering truncation fetching, no-call cases, fallback behavior, and validation errors.

Reviewed changes

Copilot reviewed 7 out of 7 changed files in this pull request and generated 2 comments.

Show a summary per file
File Description
airbyte_cdk/sources/declarative/expanders/record_expander.py Implements truncation detection and optional re-fetch via a retriever; adds validation around configuration.
airbyte_cdk/sources/declarative/parsers/model_to_component_factory.py Creates and injects truncated_list_retriever into RecordExpander from the manifest model.
airbyte_cdk/sources/declarative/models/declarative_component_schema.py Adds the two new RecordExpander fields to the Pydantic model and updates forward refs.
airbyte_cdk/sources/declarative/declarative_component_schema.yaml Exposes the new fields in the declarative YAML schema.
unit_tests/sources/declarative/expanders/test_record_expander.py New tests for truncation re-fetch, no-call cases, fallback, and validation.
unit_tests/sources/declarative/parsers/test_model_to_component_factory.py Verifies YAML → model → runtime factory wiring for the new retriever field.
unit_tests/sources/declarative/expanders/__init__.py Adds package marker for the new unit test module.

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Comment on lines +94 to +100
if self.truncation_indicator_path and any(
"*" in path
for path in (*self.expand_records_from_field, *self.truncation_indicator_path)
):
raise ValueError(
"The '*' wildcard is not supported in `expand_records_from_field` or `truncation_indicator_path` when truncation handling is configured."
)

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☑️ Resolved in 39d2e22. Wildcard validation now runs only when truncated_list_retriever is configured and rejects only exact "*" path segments.

Comment on lines +119 to +123
if self.truncated_list_retriever and self._is_truncated(parent_record):
fetched_records = list(self._fetch_complete_list(parent_record))
if fetched_records:
yield from fetched_records
return

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☑️ Resolved in 39d2e22. Replaced list(...) materialization with a first-item peek: the first fetched record decides whether to stream the rest or fall back to embedded items, so nested results are no longer held in memory.

…ched records

Co-Authored-By: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
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PyTest Results (Fast)

4 376 tests  +13   4 365 ✅ +13   8m 42s ⏱️ -5s
    1 suites ± 0      11 💤 ± 0 
    1 files   ± 0       0 ❌ ± 0 

Results for commit 87ab632. ± Comparison against base commit 4855c2d.

♻️ This comment has been updated with latest results.

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PyTest Results (Full)

4 379 tests  +13   4 367 ✅ +13   13m 33s ⏱️ -27s
    1 suites ± 0      12 💤 ± 0 
    1 files   ± 0       0 ❌ ± 0 

Results for commit 87ab632. ± Comparison against base commit 4855c2d.

♻️ This comment has been updated with latest results.

…ever configured

Co-Authored-By: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
@devin-ai-integration devin-ai-integration Bot changed the title feat(low-code): fetch complete nested lists when RecordExpander input is truncated feat(low-code): fetch complete nested lists when RecordExpander input is truncated, warn when unrecoverable Aug 27, 2026
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devin-ai-integration Bot marked this pull request as ready for review August 27, 2026 21:50
@devin-ai-integration
devin-ai-integration Bot requested a review from a team as a code owner August 27, 2026 21:50

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Pull request overview

Copilot reviewed 7 out of 7 changed files in this pull request and generated no new comments.

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coderabbitai Bot commented Aug 27, 2026

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Review Change Stack

📝 Walkthrough

Walkthrough

RecordExpander now detects truncated nested lists through a configured indicator. It can retrieve complete records with a nested retriever, fall back to embedded items, and log a one-time warning when no retriever is configured.

Changes

RecordExpander truncation handling

Layer / File(s) Summary
Configuration model and retriever wiring
airbyte_cdk/sources/declarative/declarative_component_schema.yaml, airbyte_cdk/sources/declarative/models/declarative_component_schema.py, airbyte_cdk/sources/declarative/parsers/model_to_component_factory.py
The declarative schema and generated model add truncation indicator and retriever fields. The factory creates and injects the optional retriever.
Truncation detection and expansion flow
airbyte_cdk/sources/declarative/expanders/record_expander.py
RecordExpander validates paths, checks truncation indicators, retrieves complete lists with stream_slice['parent_record'], preserves embedded-item fallback, and logs one warning per stream instance without a retriever.
Expansion behavior validation
unit_tests/sources/declarative/expanders/*, unit_tests/sources/declarative/parsers/test_model_to_component_factory.py
Tests cover retrieval, fallback, missing and falsy indicators, wildcard validation, warning content and frequency, and factory construction.

Estimated code review effort: 3 (Moderate) | ~20 minutes

Merge Risk: 🔵 Low · up to 87ab6

This PR adds an opt-in follow-up request path driven by source-record values and may expose partial results if a paginated fetch fails after yielding records. Existing configurations remain unchanged, but merge should proceed with owner awareness of request-scope and failure-handling behavior.

Sequence Diagram(s)

sequenceDiagram
  participant RecordExpander
  participant TruncatedListRetriever
  participant ParentContext
  RecordExpander->>RecordExpander: Evaluate truncation indicator
  RecordExpander->>TruncatedListRetriever: Fetch complete list with parent_record
  TruncatedListRetriever->>ParentContext: Apply parent context
  ParentContext-->>RecordExpander: Return retrieved records
  RecordExpander-->>RecordExpander: Use embedded items when retrieval returns nothing
Loading

Suggested reviewers: darynaishchenko

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Docstring Coverage ⚠️ Warning Docstring coverage is 12.00% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 25 functions across 6 files. (1 skipped: … Write docstrings for the functions missing them to satisfy the coverage threshold.
✅ Passed checks (4 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly summarizes the main change: recovering truncated nested lists in RecordExpander and warning when recovery is not possible. It is specific, concise, and relevant to the changeset.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
Full details: Docstring Coverage

Explanation

Docstring coverage is 12.00% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 25 functions across 6 files. (1 skipped: 1 unsupported.)

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🧹 Nitpick comments (1)
airbyte_cdk/sources/declarative/parsers/model_to_component_factory.py (1)

2509-2518: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Consider a more specific name for the truncated-list retriever, wdyt?

create_record_expander always names the nested retriever "record_expander_truncated_list". That's consistent with how other auxiliary retrievers in this file are named (e.g. "dynamic_properties"), so it's not a new problem. Still, if a manifest configures truncated_list_retriever on more than one stream or field, every one of them logs under that same identical name, which makes request logs and error messages ("Stream {name}: ...") hard to tell apart during troubleshooting.

model.parameters already carries the propagated $parameters (often including name). Would it help to fold that into the constructed name, something like:

♻️ Possible tweak
         truncated_list_retriever = None
         if model.truncated_list_retriever:
+            parent_name = (model.parameters or {}).get("name", "")
             truncated_list_retriever = self._create_component_from_model(
                 model=model.truncated_list_retriever,
                 config=config,
-                name="record_expander_truncated_list",
+                name=f"record_expander_truncated_list_{parent_name}" if parent_name else "record_expander_truncated_list",
                 primary_key=None,
                 stream_slicer=None,
                 transformations=[],
             )

Not blocking, just a thought for clearer debugging when this feature gets used across multiple Stripe streams. What do you think?

Also applies to: 2527-2528

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In `@airbyte_cdk/sources/declarative/parsers/model_to_component_factory.py` around
lines 2509 - 2518, Update create_record_expander so each
truncated_list_retriever receives a name derived from the current
model.parameters (including the propagated stream or field name) rather than the
shared "record_expander_truncated_list" value, while preserving the existing
fallback when no identifying parameter is available.
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Nitpick comments:
In `@airbyte_cdk/sources/declarative/parsers/model_to_component_factory.py`:
- Around line 2509-2518: Update create_record_expander so each
truncated_list_retriever receives a name derived from the current
model.parameters (including the propagated stream or field name) rather than the
shared "record_expander_truncated_list" value, while preserving the existing
fallback when no identifying parameter is available.

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Reviewing files that changed from the base of the PR and between 4855c2d and 87ab632.

📒 Files selected for processing (7)
  • airbyte_cdk/sources/declarative/declarative_component_schema.yaml
  • airbyte_cdk/sources/declarative/expanders/record_expander.py
  • airbyte_cdk/sources/declarative/models/declarative_component_schema.py
  • airbyte_cdk/sources/declarative/parsers/model_to_component_factory.py
  • unit_tests/sources/declarative/expanders/__init__.py
  • unit_tests/sources/declarative/expanders/test_record_expander.py
  • unit_tests/sources/declarative/parsers/test_model_to_component_factory.py

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Re CodeRabbit's nitpick on the shared "record_expander_truncated_list" retriever name in create_record_expander: 🚫 Not fixing for now. Valid observation, but $parameters only carries name when a parent component propagates it, so the derived name would be unreliable, and exactly one stream (source-stripe invoice_line_items) configures this retriever today. Deriving the name from stream context is a reasonable follow-up if the feature spreads to multiple streams — happy to change now if a maintainer prefers.

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ZaneHyattAB marked this pull request as draft August 27, 2026 22:12
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ZaneHyattAB commented Aug 28, 2026

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