Harden branch recovery and cleanup retention (#344)

* Harden branch recovery and cleanup retention

* Fail closed on blocked partial rollback

docs/dev/testing.md

@@ -19,14 +19,14 @@ The engine's `tests/` is the principal coverage surface; most graph-shaped behav
 | File | Covers |
 |---|---|
 | `end_to_end.rs` | Full init → load → query/mutate flow |
-| `branching.rs` | Branch create / list / delete, lazy fork |
+| `branching.rs` | Branch create/list/delete and lazy fork; native-control hardening includes main and named-source clone-only create recovery, invalid-name-before-clone, live path-prefix namespace rejection, legacy prefix-collision leaf-first delete, and delete/recreate first-write safety. The lower classifier truth cells (absent-ref/tree-present delete, same-identifier native refusal, recreated-identifier typed conflict with JSON details) live in `src/branch_control.rs` unit tests |
 | `merge_truth_table.rs` | Merge-pair truth table (MR-786): all 9×9 `(left_op, right_op)` cells from `{noop, addNode, removeNode, addEdge, removeEdge, setProperty, dropProperty, addLabel, removeLabel}`. Adding a new op to `OpVariant` forces a compile error in `build_case` until the new row + column are dispositioned. 36 executable cells run through real `branch_merge` with a structured oracle (`MergeOutcome` / `MergeConflictKind` + graph-state assert); 45 cells involving `dropProperty`/`addLabel`/`removeLabel` are recorded as `Unsupported` until the mutation grammar grows. |
 | `merge_fast_forward.rs` | Fast-forward branch-merge cost + correctness: an append-only adopted-source merge routes *new* rows through `stage_append` instead of one whole-delta `stage_merge_insert` (the full-outer join that exhausted the DataFusion memory pool on embedding-bearing tables). The regression gate is structural — it asserts WHICH staged-write primitive the merge invokes via the task-local write probes (`omnigraph::instrumentation`), not a brittle size threshold; also: merge yields source state, defers vector indexes to the reconciler, streams blob columns |
 | `writes.rs` | Direct-publish writes: cancellation, RFC-022 non-strict full-attempt reprepare from fresh branch authority, strict stale-write conflicts, multi-statement atomicity, MR-794 staged-write rewire (D₂ rejection, insert+update coalesce, multi-append coalesce, partial-failure recovery, load RI/cardinality recovery); the lance#7444 row-id-overlap regression (`filtered_read_after_merge_update_and_delete_keeps_row_ids_consistent` — merge-load → same-key merge-load → delete → keyed point lookup, green only under the vendored lance-table patch — plus its append-only control) |
 | `staged_writes.rs` | TableStore staged-write primitives (`stage_append`, `stage_merge_insert`, `commit_staged`, `scan_with_staged`, `count_rows_with_staged`) — primitive-level only; engine code uses the in-memory `MutationStaging` accumulator instead |
 | `forbidden_apis.rs` | Defense-in-depth source-walk guard: engine code (`exec/`, `db/omnigraph/`, `loader/`, `changes/`) must not reach around the sealed storage trait to Lance inline-commit APIs, nor open datasets directly (`Dataset::open` / `DatasetBuilder::from_uri`/`from_namespace`) — reads route through `Snapshot::open` and the held-handle cache; `// forbidden-api-allow: <reason>` sentinel exempts reviewed lines |
 | `failpoint_names_guard.rs` | Source-walk guard (same defense-in-depth shape as `forbidden_apis.rs`): every failpoint call site (`maybe_fail`, `ScopedFailPoint::new`/`with_callback`, `Rendezvous::park_first`) must reference a `failpoints::names` const, never a bare string literal — a typo'd literal compiles and silently never fires |
-| `lance_surface_guards.rs` | Pins the Lance API surfaces omnigraph depends on (named runtime + compile-only guards; see [lance.md](lance.md)) — the first smoke check on any Lance version bump; e.g. `compact_files_succeeds_on_blob_columns` pins blob-v2 compaction working (a red means a Lance regression) |
+| `lance_surface_guards.rs` | Pins the Lance API surfaces omnigraph depends on (named runtime + compile-only guards; see [lance.md](lance.md)) — the first smoke check on any Lance version bump; e.g. `compact_files_succeeds_on_blob_columns` pins blob-v2 compaction working, while Guard 9 proves an unlisted clone-only branch blocks raw create and `force_delete_branch` reclaims it, but also pins Lance's intentional no-tree-cleanup behavior when a slash-name path-child is live (a red means a Lance regression) |
 | `warm_read_cost.rs` | Cost-budget tests for the warm read path (query-latency work), measured at the object-store boundary with Lance `IOTracker` (the LanceDB IO-counted pattern): a warm same-branch read does 0 manifest opens, 1 version probe, validates the schema once (Fix 1 / finding A / Fix 2 at commit-history depth); stale same-branch reads perform exactly 2 probes and refresh manifest-only; recreated non-main branches with the same Lance version refresh by incarnation; recreated branch-owned table handles are distinguished by table e_tag or refresh-time cache clearing; recreated traversal topology is protected by per-edge-table e_tag in the graph-index cache key or refresh-time cache clearing; a warm *repeat* read does 0 table opens via the held-handle cache and a write re-opens only the changed table at its new version/e_tag (Fix 3/6A). Also the CSR topology-build cost guards: `fresh_branch_traversal_reuses_main_graph_index` (A1 — a lazy-fork branch reuses main's cached CSR index, 0 rebuilds via `graph_build_count`) and `single_edge_query_builds_only_referenced_edge` (A2 — a one-edge query builds only that edge via `graph_edges_built`); both force CSR via the scoped `with_traversal_mode` seam, so they need no `#[serial]`. See "Cost-budget tests" below. |
 | `write_cost.rs` | Cost-budget tests for the WRITE path (RFC-013), the latency twin of `warm_read_cost.rs` on the **shared `helpers::cost` harness** (`measure`/`IoCounts`/`assert_flat`/`local_graph`). Runs on **local FS**; gates the **internal-table** term (`__manifest` scans flat in commit-history depth, lineage rows included — `internal_table_scans_are_flat_in_history`, now **green every-PR** since RFC-013 step 2 brought the internal tables into `optimize`; the test compacts at each depth before measuring) plus green every-PR guards (single-insert `data_writes` bounded, a per-write read-op ceiling that fails the moment a round-trip is added, and a `measure_with_staged` fitness assert that a keyed insert routes through `stage_merge_insert` once with no `stage_append`/vector-index build). The **data-table opener** term is S3-only — see `write_cost_s3.rs` and the backend-split note in "Cost-budget tests" below |
 | `write_cost_s3.rs` | Bucket-gated (skips without `OMNIGRAPH_S3_TEST_BUCKET`) twin of `write_cost.rs` on the same `helpers::cost` harness: gates the **data-table opener** term (per-write latest-version resolution flat across commit depth on a real object store — per-version GETs are invisible on local FS). A cost gate, not a correctness test — run on demand, not in the every-merge `rustfs_integration` job (see the backend-split note in "Cost-budget tests" below) |
@@ -51,8 +51,8 @@ The engine's `tests/` is the principal coverage surface; most graph-shaped behav
 | `validators.rs` | Schema constraint enforcement (enum, range, unique, cardinality) across JSONL load, mutation insert/update. ALL THREE write surfaces — mutation, bulk load, AND merge — route through the unified `crate::validate` evaluator (Δ-scoped, index-backed, reusing these leaf checks). Cross-version-uniqueness closure: `cross_version_unique_rejected_on_mutation_insert` + `reinsert_existing_key_is_upsert_not_unique_violation` (mutation path); `cross_version_unique_rejected_on_append_load` + `merge_load_reupsert_existing_key_is_not_unique_violation` (load path). Per-table `Overwrite`: `overwrite_load_validates_ri_against_new_image` (an edges-only overwrite still resolves RI against retained committed nodes) + `append_load_rejects_orphan_edge`. The evaluator's own unit tests live in `src/validate.rs` (`#[cfg(test)]`); its merge-conflict equivalence is pinned by `merge_truth_table.rs` (OrphanEdge) + `branching.rs` (Unique/Cardinality merge tests). Intra-batch duplicate-`@key` rejection on every load mode is pinned by `consistency.rs::loader_rejects_intra_batch_duplicate_keys`; the mutation-coalesce counterpart (insert+update / chained updates of one id are NOT a self-collision) by `writes.rs`. Non-String `@unique` columns probe committed state with a TYPED literal (not a stringified key): `cross_version_unique_rejected_on_date_column` + `noncolliding_write_to_date_unique_column_succeeds` (a `Date @unique` collision is a proper `@unique` violation, and a distinct value does not raise a Date32-vs-Utf8 coercion error). Cardinality is keyed by edge id, last-wins (matching commit's `dedupe_merge_batches_by_id`): `merge_load_edge_src_move_rechecks_vacated_src_cardinality` (a Merge-load moving an edge recounts the vacated src for `@card` min) + `merge_load_duplicate_edge_id_counts_once_per_card` (a dup edge id under two srcs in one batch counts once, no spurious max violation). Direct deletes capture the ids they remove (from the delete op's own scan) into the change-set's `deleted_ids`, so a delete emptying a src is validated: `mutation_delete_edge_below_card_min_rejected` (a `delete Edge` dropping a src below `@card` min is rejected, not silently committed). |
 | `merge_cost.rs` | Cost-budget tests for branch MERGE on the shared `helpers::cost` harness: `merge_validation_is_delta_scoped` (a 1-row-delta merge opens ≤3 data tables — Δ-scoped, not the whole catalog; was ~6 pre-#5) and `merge_manifest_cost_grows_with_history` (the cross-branch `__manifest` open amplification still grows with commit depth — a separate, not-yet-addressed term — while validation `data_open_count` stays flat) |
 | `policy_engine_chassis.rs` | Engine-layer Cedar enforcement (MR-722): allow + deny through every `_as` writer via the SDK directly — no HTTP — proving embedded and CLI callers hit the same gate as the server, with action × scope shapes matching `authorize_request` |
-| `maintenance.rs` | `optimize` (compaction), `repair` (explicit uncovered-drift publish), and `cleanup` (version GC): empty/idempotent/no-op edges, policy validation, head preservation; `optimize` publishes its own compaction (`optimize_publishes_compaction_to_manifest_so_schema_apply_succeeds`), skips pre-existing uncovered drift (`optimize_skips_preexisting_manifest_head_drift`), refuses to run while a `__recovery` sidecar is pending (`optimize_defers_when_recovery_sidecar_is_pending`), and compacts blob-v2 tables through the normal path (`optimize_compacts_blob_table_alongside_plain_table`); `repair` previews/heals verified maintenance drift, refuses raw semantic drift without `--force`, and forced repair publishes only by explicit operator choice; the index reconciler (iss-848): `index_build_tolerates_null_vector_rows` (logical load succeeds without inline index work; an untrainable Vector column then defers during reconciliation) and `optimize_materializes_index_declared_but_unbuilt` (optimize creates a declared-but-deferred index) |
-| `failpoints.rs` | Failure-injection coverage (gated on `failpoints` feature). RFC-022 includes deterministic post-stage/pre-effect races for mutation/load uniqueness and strict disjoint-head changes, plus the cross-handle post-effect `RecoveryRequired` → read-write-open rollback cell. Control/recovery race cells include `first_touch_post_create_open_error_keeps_recovery_ownership`, `branch_delete_orphans_sidecar_armed_after_initial_barrier`, `branch_merge_fences_target_delete_recreate_aba`, `branch_merge_fences_concurrent_sync_on_same_handle`, `branch_merge_rejects_fresh_target_manifest_change_before_effects`, `branch_merge_rechecks_late_sidecar_after_table_gates`, `cleanup_rechecks_sidecars_under_gc_gates`, and `full_recovery_rereads_sidecar_body_after_discovery`. The suite also includes the five per-writer effect → manifest-CAS recovery tests, write-entry in-process heal contract, storage-fault matrix, S3 recovery twin, and convergence-idempotent roll-forward regression. |
+| `maintenance.rs` | `optimize` (compaction), `repair` (explicit uncovered-drift publish), and `cleanup` (version GC): empty/idempotent/no-op edges, policy validation, head preservation; cleanup pins exact keep-count behavior (including keep larger than history), count/time retention of a live lazy branch, the oldest of multiple lazy pins, graph-wide fail-closed ordering on an unopenable pin, and refusal of uncovered main HEAD drift before any GC; `optimize` publishes its own compaction (`optimize_publishes_compaction_to_manifest_so_schema_apply_succeeds`), skips pre-existing uncovered drift (`optimize_skips_preexisting_manifest_head_drift`), refuses to run while a `__recovery` sidecar is pending (`optimize_defers_when_recovery_sidecar_is_pending`), and compacts blob-v2 tables through the normal path (`optimize_compacts_blob_table_alongside_plain_table`); `repair` previews/heals verified maintenance drift, refuses raw semantic drift without `--force`, and forced repair publishes only by explicit operator choice; the index reconciler (iss-848): `index_build_tolerates_null_vector_rows` (logical load succeeds without inline index work; an untrainable Vector column then defers during reconciliation) and `optimize_materializes_index_declared_but_unbuilt` (optimize creates a declared-but-deferred index) |
+| `failpoints.rs` | Failure-injection coverage (gated on `failpoints` feature). RFC-022 includes deterministic post-stage/pre-effect races for mutation/load uniqueness and strict disjoint-head changes, plus the cross-handle post-effect `RecoveryRequired` → read-write-open rollback cell. Native controls are pinned by `native_branch_controls_reclassify_lost_acknowledgements` (matching create and absent-ref delete, with no version/lineage movement); `armed_first_touch_recovery_accepts_missing_target_ref` additionally forges and reclaims the clone-only/no-`BranchContents` table state. Legacy path overlap has both sides pinned: `armed_first_touch_recovery_defers_legacy_path_overlap_until_leaf_delete` permits open only for a proven no-effect intent, while `partial_first_touch_recovery_fails_closed_on_legacy_path_overlap` leaves one exact multi-table effect and verifies open fails closed until offline leaf cleanup lets rollback converge. Other control/recovery race cells include `first_touch_post_create_open_error_keeps_recovery_ownership`, `branch_delete_orphans_sidecar_armed_after_initial_barrier`, `branch_merge_fences_target_delete_recreate_aba`, `branch_merge_fences_concurrent_sync_on_same_handle`, `branch_merge_rejects_fresh_target_manifest_change_before_effects`, `branch_merge_rechecks_late_sidecar_after_table_gates`, `cleanup_rechecks_sidecars_under_gc_gates`, and `full_recovery_rereads_sidecar_body_after_discovery`. The suite also includes the five per-writer effect → manifest-CAS recovery tests, write-entry in-process heal contract, storage-fault matrix, S3 recovery twin, and convergence-idempotent roll-forward regression. |
 | `failpoint_names_guard.rs` | Source-walk guard: every `maybe_fail(...)` call site (engine + cluster) must reference the compile-checked `failpoints::names` consts, never a bare string literal — a typo'd literal compiles but silently never fires; same defense-in-depth shape as `forbidden_apis.rs` |
 | `recovery.rs` | Open-time recovery sweep — legacy sidecars plus schema-v3 Mutation/Load exact transaction identity, fixed logical/rollback outcome IDs, branch-token comparison, fresh under-gate sidecar reread/reparse, all-or-nothing roll-forward/rollback/refusal, audit row in `_graph_commit_recoveries.lance`, and `OpenMode::ReadOnly` skip path |
 | `composite_flow.rs` | Compositional/narrative end-to-end stories — multi-step flows that compose mechanics covered by other test files. Catches integration regressions where individual operations all pass their unit tests but their composition breaks (sequential merges, post-merge main writes, time-travel through merge DAG, reopen consistency over multi-merge histories, post-optimize and post-cleanup strict writes). |