fix!: include referenced Jinja macros in standalone audit metadata hash

sqlmesh/core/audit/definition.py

@@ -291,6 +291,16 @@ def metadata_hash(self) -> str:
 
             data.append(self.query_.sql)
             data.extend([e.sql for e in self.expressions_ or []])
+
+            # Only include the registry when it holds macros, so that audits without Jinja
+            # macros keep their existing hash. The registry is trimmed to the referenced macros.
+            # The refs / sources / vars from `global_objs` are therefore hashed only when macros
+            # are present, which matches how models hash their registry. Trimming can leave empty
+            # packages behind (for example `target` from `{{ target.name }}`), so only packages that
+            # hold macros count.
+            if self.jinja_macros.root_macros or any(self.jinja_macros.packages.values()):
+                data.extend(self.jinja_macros.data_hash_values)
+
             self._metadata_hash = hash_data(data)
         return self._metadata_hash
 

sqlmesh/migrations/v0103_include_jinja_macros_in_standalone_audit_fingerprint.py

@@ -0,0 +1,10 @@
+# SPDX-License-Identifier: Apache-2.0
+"""Include referenced Jinja macros in the standalone audit fingerprint."""
+
+
+def migrate_schemas(engine_adapter, schema, **kwargs):  # type: ignore
+    pass
+
+
+def migrate_rows(engine_adapter, schema, **kwargs):  # type: ignore
+    pass

sqlmesh/utils/jinja.py

@@ -529,7 +529,11 @@ def data_hash_values(self) -> t.List[str]:
         trimmed_global_objs = {
             k: self.global_objs[k] for k in ("refs", "sources", "vars") if k in self.global_objs
         }
-        data.append(json.dumps(trimmed_global_objs, sort_keys=True))
+        # `default=str` covers values that JSON can't represent, such as dbt vars loaded from an
+        # unquoted YAML date. It doesn't apply to JSON-serializable values, so their hashes are
+        # unchanged. A snapshot stored in state keeps such a value as its string, so hashing the
+        # string form keeps the hash the same after the snapshot is loaded back.
+        data.append(json.dumps(trimmed_global_objs, sort_keys=True, default=str))
 
         return data
 

tests/core/test_audit.py

@@ -1,4 +1,5 @@
 import json
+import typing as t
 import pytest
 from sqlglot import exp, parse_one
 
@@ -1368,3 +1369,143 @@ def test_audit_formatting_flag_serde():
 
     deserialized_audit = ModelAudit.parse_raw(audit_json)
     assert deserialized_audit.dict() == audit.dict()
+
+
+def _load_standalone_audit_with_macros(
+    macros: str,
+    query_body: str,
+    package_macros: t.Optional[t.Dict[str, str]] = None,
+    global_objs: t.Optional[t.Dict[str, t.Any]] = None,
+) -> StandaloneAudit:
+    expressions = parse(
+        f"""
+        AUDIT (
+            name my_audit,
+            standalone true,
+        );
+
+        JINJA_QUERY_BEGIN;
+        {query_body}
+        JINJA_END;
+    """
+    )
+    jinja_macros = JinjaMacroRegistry(global_objs=global_objs or {})
+    jinja_macros.add_macros(MacroExtractor().extract(macros))
+    for package, package_source in (package_macros or {}).items():
+        jinja_macros.add_macros(MacroExtractor().extract(package_source), package=package)
+    audit = load_audit(expressions, jinja_macros=jinja_macros)
+    assert isinstance(audit, StandaloneAudit)
+    return audit
+
+
+def test_standalone_audit_metadata_hash_includes_referenced_jinja_macros():
+    query = "SELECT * FROM db.tbl WHERE id <> {{ jone() }}"
+    unused = "{% macro unused() %}x{% endmacro %}"
+
+    audit_1 = _load_standalone_audit_with_macros(
+        "{% macro jone() %}1{% endmacro %}" + unused, query
+    )
+    audit_1_again = _load_standalone_audit_with_macros(
+        "{% macro jone() %}1{% endmacro %}" + unused, query
+    )
+    audit_2 = _load_standalone_audit_with_macros(
+        "{% macro jone() %}2{% endmacro %}" + unused, query
+    )
+
+    assert audit_1.metadata_hash == audit_1_again.metadata_hash
+    assert audit_1.metadata_hash != audit_2.metadata_hash
+
+
+def test_standalone_audit_metadata_hash_ignores_unreferenced_jinja_macros():
+    query = "SELECT * FROM db.tbl WHERE id <> {{ jone() }}"
+    jone = "{% macro jone() %}1{% endmacro %}"
+
+    audit_1 = _load_standalone_audit_with_macros(
+        jone + "{% macro unused() %}x{% endmacro %}", query
+    )
+    audit_2 = _load_standalone_audit_with_macros(
+        jone + "{% macro unused() %}y{% endmacro %}", query
+    )
+
+    assert "unused" not in audit_1.jinja_macros.root_macros
+    assert audit_1.metadata_hash == audit_2.metadata_hash
+
+
+def test_standalone_audit_metadata_hash_unchanged_without_jinja_macros():
+    audit = load_audit(
+        parse(
+            """
+            AUDIT (
+                name my_audit,
+                owner owner_name,
+                standalone true,
+            );
+
+            SELECT * FROM db.tbl WHERE id IS NULL
+            """
+        )
+    )
+    assert isinstance(audit, StandaloneAudit)
+    assert not audit.jinja_macros.root_macros and not audit.jinja_macros.packages
+
+    # This literal must match the value computed on main before Jinja macros were hashed, so that
+    # audits without Jinja macros are not rehashed (and thus not re-versioned) on upgrade.
+    assert audit.metadata_hash == "3234547564"
+
+
+def test_standalone_audit_metadata_hash_ignores_global_objs_without_macros():
+    query = "SELECT * FROM db.tbl WHERE id IS NULL"
+    no_macros = ""
+
+    empty = _load_standalone_audit_with_macros(no_macros, query)
+    with_globals = _load_standalone_audit_with_macros(
+        no_macros, query, global_objs={"refs": {"a": {"name": "a"}}, "vars": {"v": 1}}
+    )
+
+    assert with_globals.jinja_macros.global_objs
+    assert not with_globals.jinja_macros.root_macros and not with_globals.jinja_macros.packages
+    assert with_globals.metadata_hash == empty.metadata_hash
+    # Must match the value computed on main, see the test above.
+    assert empty.metadata_hash == "435209792"
+
+
+def test_standalone_audit_metadata_hash_with_date_var():
+    from datetime import date
+
+    # dbt loads an unquoted YAML date as a `date` object, which `json.dumps` can't serialize.
+    audit = _load_standalone_audit_with_macros(
+        "{% macro jone() %}1{% endmacro %}",
+        "SELECT * FROM db.tbl WHERE id <> {{ jone() }}",
+        global_objs={"vars": {"cutoff": date(2024, 1, 2)}},
+    )
+
+    assert audit.metadata_hash
+
+
+def test_standalone_audit_metadata_hash_includes_referenced_package_macros():
+    query = "SELECT * FROM db.tbl WHERE id <> {{ pkg.jone() }}"
+
+    def load(body: str) -> StandaloneAudit:
+        return _load_standalone_audit_with_macros(
+            "", query, package_macros={"pkg": "{% macro jone() %}" + body + "{% endmacro %}"}
+        )
+
+    audit_1, audit_1_again, audit_2 = load("1"), load("1"), load("2")
+
+    assert "pkg" in audit_1.jinja_macros.packages
+    assert not audit_1.jinja_macros.root_macros
+    assert audit_1.metadata_hash == audit_1_again.metadata_hash
+    assert audit_1.metadata_hash != audit_2.metadata_hash
+
+
+def test_standalone_audit_metadata_hash_ignores_attribute_only_jinja():
+    # `{{ target.name }}` reads an attribute and calls no macro, but trimming still leaves an empty
+    # `target` package in the registry. The hash must match the value computed on main before
+    # Jinja macros were hashed, so that such audits are not rehashed on upgrade.
+    audit = _load_standalone_audit_with_macros(
+        "", "SELECT * FROM db.tbl WHERE name = '{{ target.name }}'"
+    )
+    assert audit.jinja_macros.packages == {"target": {}}
+    assert not audit.jinja_macros.root_macros
+
+    assert audit.metadata_hash == "3822507146"

tests/utils/test_jinja.py

@@ -353,3 +353,29 @@ def test_builtin_b64decode_with_env_var(monkeypatch):
 
     config = yaml.load("password: \"{{ env_var('SNOWFLAKE_PW_B64') | b64decode }}\"")
     assert config == {"password": "super-secret-pw"}
+
+
+def test_macro_registry_data_hash_values_with_non_json_vars():
+    from datetime import date
+
+    macros = MacroExtractor().extract("{% macro m() %}1{% endmacro %}")
+
+    # dbt loads an unquoted YAML date such as `cutoff: 2024-01-02` as a `date` object.
+    registry = JinjaMacroRegistry(global_objs={"vars": {"cutoff": date(2024, 1, 2)}})
+    registry.add_macros(macros)
+    assert registry.data_hash_values[-1] == '{"vars": {"cutoff": "2024-01-02"}}'
+
+    # Saving a snapshot to state stores the date as a string. The hash must not change when the
+    # registry is loaded back, because migrations recompute fingerprints from stored snapshots.
+    reloaded = JinjaMacroRegistry.parse_raw(registry.json())
+    assert reloaded.global_objs["vars"]["cutoff"] == "2024-01-02"
+    assert reloaded.data_hash_values == registry.data_hash_values
+
+    # JSON-serializable globals produce the same values as before.
+    plain = JinjaMacroRegistry(global_objs={"vars": {"cutoff": "2024-01-02", "limit": 10}})
+    plain.add_macros(macros)
+    assert plain.data_hash_values == [
+        "m",
+        "{% macro m() %}1{% endmacro %}",
+        '{"vars": {"cutoff": "2024-01-02", "limit": 10}}',
+    ]