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docs(cluster): document Stage 3A config-only cluster apply

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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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aaltshuler 2026-06-09 23:36:33 +03:00
parent bcef8444dd
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2
docs/dev/testing.md
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@ -8,7 +8,7 @@ This file is the always-on map of the test surface. **Consult it before every ta
|---|---|---|
| `omnigraph` (engine) | `crates/omnigraph/tests/` | Integration tests (21 files), fixture-driven, share `tests/helpers/mod.rs` |
| `omnigraph-cli` | `crates/omnigraph-cli/tests/` | `cli.rs` (unit-ish), `system_local.rs`, `system_remote.rs`, share `tests/support/mod.rs` |
| `omnigraph-cluster` | mostly in-source `#[cfg(test)] mod tests` | Cluster config parser, local JSON state diff, state CAS/lock handling/recovery, read-only validate/plan/status plus explicit refresh/import graph observations |
| `omnigraph-cluster` | mostly in-source `#[cfg(test)] mod tests` | Cluster config parser, local JSON state diff, state CAS/lock handling/recovery, read-only validate/plan/status plus explicit refresh/import graph observations, and config-only apply (content-addressed payload publish, disposition gating, composite-digest convergence, idempotent re-apply) |
| `omnigraph-server` | `crates/omnigraph-server/tests/` | `server.rs` (HTTP-level), `openapi.rs` (OpenAPI drift / regeneration) |
| `omnigraph-compiler` | mostly in-source `#[cfg(test)] mod tests` | Parser, type-checker, IR lowering, lint |

17
docs/user/cli-reference.md
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@ -19,7 +19,7 @@ Top-level command families and subcommands. Graph-targeting commands accept eith
| `commit list \| show` | inspect commit graph |
| `schema plan \| apply \| show (alias: get)` | migrations |
| `lint` (alias: `check`) | offline / graph-backed query validation. Replaces `query lint` / `query check`, which are kept as deprecated argv-level shims that print a one-line warning and rewrite to `omnigraph lint` |
| `cluster validate \| plan \| status \| refresh \| import \| force-unlock` | cluster-control preview. `validate` checks a local `cluster.yaml` folder and referenced schema/query/policy files; `plan` diffs it against local JSON state at `__cluster/state.json`; `status` reads the state ledger; `refresh`/`import` explicitly update local JSON state from read-only graph observations; `force-unlock <LOCK_ID>` manually removes a held local state lock by exact id. No apply, graph-resource mutation, server change, automatic stale-lock breaking, or `plan --refresh` occurs in Stage 2C |
| `cluster validate \| plan \| apply \| status \| refresh \| import \| force-unlock` | cluster-control preview. `validate` checks a local `cluster.yaml` folder and referenced schema/query/policy files; `plan` diffs it against local JSON state at `__cluster/state.json` and annotates each change with its apply disposition; `apply` executes the config-only (stored-query/policy) subset into the content-addressed local catalog under `__cluster/resources/` — graph/schema changes are deferred loudly, and nothing applied serves traffic (the server still boots from `omnigraph.yaml`); `status` reads the state ledger; `refresh`/`import` explicitly update local JSON state from read-only graph observations; `force-unlock <LOCK_ID>` manually removes a held local state lock by exact id. No graph-manifest movement, server change, automatic stale-lock breaking, or `plan --refresh` occurs in Stage 3A |
| `optimize` | non-destructive Lance compaction (skips tables with `Blob` columns or uncovered drift; `--json` reports `skipped`) |
| `repair [--confirm] [--force]` | preview or explicitly publish uncovered manifest/head drift. `--confirm` heals verified maintenance drift and exits non-zero if suspicious/unverifiable drift is refused; `--force --confirm` publishes suspicious/unverifiable drift after operator review |
| `cleanup --keep N --older-than 7d --confirm` | destructive version GC |
@ -78,6 +78,7 @@ policy:
```bash
omnigraph cluster validate --config ./company-brain
omnigraph cluster plan --config ./company-brain --json
omnigraph cluster apply --config ./company-brain --json
omnigraph cluster status --config ./company-brain --json
omnigraph cluster refresh --config ./company-brain --json
omnigraph cluster import --config ./company-brain --json
@ -85,16 +86,20 @@ omnigraph cluster force-unlock <LOCK_ID> --config ./company-brain --json
```
`--config` is a directory containing `cluster.yaml`; it defaults to `.`.
Stage 2C accepts graphs, schemas, stored queries, and policy bundle file
Stage 3A accepts graphs, schemas, stored queries, and policy bundle file
references. `cluster plan` reads local JSON state from
`<config-dir>/__cluster/state.json`; a missing file means empty state. Plan,
refresh, and import acquire `__cluster/lock.json` by default and release it
before returning. `cluster status` reads state only and reports any existing
apply, refresh, and import acquire `__cluster/lock.json` by default and release
it before returning. `cluster apply` executes only stored-query/policy catalog
writes (content-addressed under `__cluster/resources/`) and requires an
existing `state.json`; graph/schema changes are deferred with warnings, and
applied resources do not serve traffic — the server still boots from
`omnigraph.yaml`. `cluster status` reads state only and reports any existing
lock metadata. `force-unlock` removes a lock only when the supplied id exactly
matches the lock file. `refresh` requires an existing `state.json`; `import`
creates one only when it is missing. Both observe declared graphs read-only at
`<config-dir>/graphs/<graph-id>.omni`. External state backends, apply,
automatic stale-lock breaking, `plan --refresh`, pipelines, UI specs,
`<config-dir>/graphs/<graph-id>.omni`. External state backends, graph/schema
apply, automatic stale-lock breaking, `plan --refresh`, pipelines, UI specs,
embeddings, aliases, and bindings are reserved for later stages. See
[cluster-config.md](cluster-config.md).

67
docs/user/cluster-config.md
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@ -1,19 +1,23 @@
# Cluster Config
**Status:** Stage 2C state-lock recovery preview.
**Status:** Stage 3A config-only apply preview.
Cluster config is the future control-plane configuration surface for a whole
OmniGraph deployment. In this stage, OmniGraph can validate a local
`cluster.yaml` folder, produce a deterministic read-only plan, inspect the
local JSON state ledger, and explicitly refresh/import graph observations into
that ledger. It can also manually remove a held local state lock by exact lock
id. It does not apply desired changes, start servers, or write graph resources.
local JSON state ledger, explicitly refresh/import graph observations into
that ledger, manually remove a held local state lock by exact lock id, and
**apply the config-only subset of the plan** — stored-query and policy-bundle
catalog writes. It does not move graph manifests, change schemas, start
servers, or serve anything it applies: the server still boots from
`omnigraph.yaml`.
## Commands
```bash
omnigraph cluster validate --config ./company-brain
omnigraph cluster plan --config ./company-brain --json
omnigraph cluster apply --config ./company-brain --json
omnigraph cluster status --config ./company-brain --json
omnigraph cluster refresh --config ./company-brain --json
omnigraph cluster import --config ./company-brain --json
@ -51,9 +55,9 @@ policies:
`metadata.name` is a display label. `state.backend` may be omitted or set to
`cluster`; external state backends are reserved for a later stage. `state.lock`
defaults to `true`. When enabled, `cluster plan`, `cluster refresh`, and
`cluster import` briefly acquire `<config-dir>/__cluster/lock.json`, then remove
it before returning. `cluster status` never acquires the lock; it only reports
defaults to `true`. When enabled, `cluster plan`, `cluster apply`,
`cluster refresh`, and `cluster import` briefly acquire
`<config-dir>/__cluster/lock.json`, then remove it before returning. `cluster status` never acquires the lock; it only reports
whether one is present. `cluster force-unlock` is the only lock-removal command;
it requires the exact lock id and should be run only after confirming no cluster
operation is active.
@ -125,8 +129,53 @@ successful `plan` instead reports `lock_acquired: true` and an
`acquired_lock_id`, then releases the lock before returning. The command never
writes `state.json` and does not scan live graphs. Use explicit
`cluster refresh` / `cluster import` when the state ledger should be updated
from live observations. Apply and live drift scans during plan are later-stage
work.
from live observations. Live drift scans during plan are later-stage work.
Each plan change carries a `disposition` field — an honest preview of what
`cluster apply` will do with it in this stage: `applied` (executes), `derived`
(a `graph.<id>` composite-digest update that converges automatically once its
query digests land), `deferred` (graph/schema change, later phase), or
`blocked` (query/policy gated by an unapplied or missing dependency, with the
condition in `reason`).
## Apply
`cluster apply` executes the config-only subset of the plan — stored-query and
policy-bundle changes. There is no confirm flag: `cluster plan` is the preview,
and apply recomputes the same diff under the state lock before executing, so a
stale preview can never be applied. Apply requires an existing `state.json`
(`state_missing` directs you to `cluster import` first).
For each applied create/update, the resource payload is written
content-addressed into the local catalog:
```text
<config-dir>/__cluster/resources/query/<graph>/<name>/<digest>.gq
<config-dir>/__cluster/resources/policy/<name>/<digest>.yaml
```
Extensions are fixed per kind regardless of the source file's name. Payloads
are written before the state update because `state.json` is the publish point:
if the final CAS-checked state write fails, no success is reported and the
digest-named blobs already written are inert — re-running apply is the repair.
Deletes remove the resource from state; their old payload blobs stay on disk
(garbage collection is a later stage). Re-running a converged apply is a no-op:
no state write, no revision change (`state_written: false`).
**Applied means recorded in the cluster catalog — nothing more.** The server
still boots from `omnigraph.yaml`; no query or policy applied here serves
traffic until the server-boot stage ships, as an explicit per-deployment mode
switch.
Graph and schema changes are never executed by this stage. They are reported
as `deferred` (warning `apply_unsupported_change`), and query/policy changes
that depend on them are `blocked` (warning `apply_dependency_blocked`, status
`blocked` in state). A partially-applicable plan still exits 0 with warnings;
the JSON `converged` field is the automation signal for "state now matches the
desired revision". The applied `config_digest` is only recorded when apply
fully converges. The `graph.<id>` composite digest is recomputed from state's
own schema/query digests after each apply, so applied query changes converge
without graph movement.
## Status