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67 commits

Author SHA1 Message Date
Ragnor Comerford
0edcf3ec59
feat(engine): reindex in optimize to keep index coverage current
A scalar/FTS/vector index only covers the fragments it was built over. Rows
appended after the build (e.g. `ingest --mode merge`, whose commit does not
rebuild an existing index) are scanned unindexed, and `compact_files` rewrites
fragments out of coverage. Nothing folded them back in, so coverage decayed as
the graph grew — even the id/src/dst BTREEs that power traversal.

`optimize_one_table` now runs Lance `optimize_indices` after `compact_files`
(incremental merge, not retrain — the same compact->optimize_indices sequence
LanceDB's `optimize()` uses) and enters the publish path on compaction work OR
stale index coverage (new `TableStore::has_unindexed_fragments`, reusing the
fragment_bitmap logic). `optimize_indices` is a committing call with no
uncommitted variant in lance-6.0.1, so it is an inline-commit residual covered
by the existing `SidecarKind::Optimize` recovery sidecar spanning both ops.
Blob-bearing tables are still skipped (the Lance blob-compaction bug is
compaction-specific; reindex-for-blob deferred as a noted follow-up).

Tests: maintenance.rs asserts an appended fragment is uncovered before and
covered after optimize, and idempotency holds (second pass is a no-op).
lance_surface_guards pins the `optimize_indices` signature and its incremental-
coverage behavior. The existing optimize Phase-B recovery failpoint now also
exercises a crash after reindex. Docs: maintenance.md, writes.md, invariants.md,
lance.md, AGENTS.md.
2026-06-13 18:47:41 +02:00
aaltshuler
3e2502c35e docs: omnigraph-api-types in the crate list; RFC-009 Phase 2 outcome
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-13 17:10:00 +03:00
Andrew Altshuler
82dda296d1
Merge pull request #208 from ModernRelay/test/parity-matrix
test(cli): embedded/remote parity matrix (RFC-009 Phase 1)
2026-06-13 16:53:54 +03:00
Ragnor Comerford
446b46d548
Recovery liveness, storage fault-injection matrix, and one storage implementation over object_store (#203)
* test(engine): pin the long-lived-handle heal contract for sidecar-covered drift

A Phase B -> Phase C failure (commit_staged advanced Lance HEAD, manifest
publish did not land, recovery sidecar persists) currently wedges every
subsequent staged write on the same engine handle: the commit-time drift
guard rejects with 'run omnigraph repair', but repair itself refuses
while a recovery sidecar is pending, so a long-lived server can only
recover by restart. The documented contract (writes.md 'Long-running
servers', invariants.md invariant 5) says refresh-time roll-forward
closes this residual without restart -- but no write path runs it.

Two red tests pin the intended contract at the write entry points:
a follow-up load (the POST /ingest shape: shared handle, no reopen)
and a follow-up mutation must heal roll-forward-eligible sidecars
in-process and then succeed.

Currently failing with:
  table 'node:Company' has Lance HEAD version 2 ahead of manifest
  version 1; run `omnigraph repair` before writing

The fix lands in the next commit.

* fix(engine): heal pending recovery sidecars at the staged-write entry points

Close the long-lived-process gap in the recovery protocol: a Phase B ->
Phase C residual (per-table commit_staged landed, manifest publish did
not, sidecar persists) previously recovered only at the next ReadWrite
open or via an explicit refresh() that no production write path called,
so a long-lived server wedged every subsequent write on the commit-time
drift guard until restart.

New recovery::heal_pending_sidecars_roll_forward:
- one list_dir of __recovery/ at write entry (empty -> immediate
  return, the steady state), so the per-write cost is one storage list;
- per sidecar, acquires the same per-(table_key, table_branch) write
  queues every sidecar writer holds from before write_sidecar until
  after delete_sidecar, then re-checks sidecar existence -- this
  serializes the heal against live writers instead of rolling an
  in-flight sidecar forward from under its writer (which would fail
  that writer's publish CAS spuriously). Lock order queues ->
  coordinator matches every writer's commit->publish path. This is the
  queue-acquisition design recovery.rs and write_queue.rs already
  documented for in-process recovery;
- processes in RollForwardOnly mode: the common residual rolls forward
  in-process; rollback-eligible sidecars still defer to the next
  ReadWrite open (Dataset::restore is unsafe under concurrency).

Wire it into load_as and mutate_as (before the inline delete path can
advance any HEAD), and rebase Omnigraph::refresh onto the same helper
so refresh stops racing live writers' sidecars.

The maintenance entry points (apply_schema_as, branch_merge_as,
ensure_indices) intentionally keep their strict fail-loud preconditions
for now; wiring the same heal there is a follow-up with its own tests.

Turns the previous commit's two red tests green.

* fix(engine): name the right recovery path in the commit-time drift guard

The drift guard's 'run omnigraph repair before writing' advice is a
dead end when the drift is covered by a pending recovery sidecar:
repair refuses while a sidecar is pending. With the write-entry heal in
place, reaching this guard with sidecar-covered drift means the heal
deferred it (rollback-eligible), and the actual recovery path is a
read-write reopen. Distinguish the two classes on the error path only
(one sidecar list, after the conflict is already certain); a listing
failure falls back to the uncovered-drift wording rather than masking
the conflict.

Pinned by extending refresh_defers_rollback_eligible_sidecar_to_next_open
with a write attempt against the deferred sidecar.

* docs: write-entry in-process sidecar heal — contract and coverage

Update the recovery contract docs to match the previous two commits:
invariant 5 now states that the staged-write entry points and refresh
run in-process roll-forward recovery (long-lived processes converge on
the next write, not at restart); writes.md 'Long-running servers'
describes the heal's queue-acquisition concurrency contract, the
improved drift-guard error, and the entry points that intentionally do
not heal yet; testing.md indexes the new failpoint tests; AGENTS.md
capability matrix drops the claim that in-process recovery is entirely
future work (only the rollback path remains with the background
reconciler).

* test(engine): pin the entry heal contract for schema apply and branch merge

Without the write-entry heal, the two maintenance writers do worse than
wedge on sidecar-covered drift -- they proceed and decide its fate
implicitly:

- schema apply re-plans table rewrites from the manifest pin, orphaning
  the drifted Phase-B commit (its rows silently vanish from the
  rewritten table) while the stale sidecar lingers to misclassify
  against the post-apply pins;
- branch merge publishes over the drift, making the failed writer's
  commit visible as an unattributed side effect (no recovery audit
  row), and leaves the stale sidecar behind.

Two red tests pin the intended contract: both entry points heal the
sidecar first (attributed roll-forward), then run on the converged
state. Currently failing on the stale-sidecar / dropped-rows
assertions; the fix lands in the next commit.

* fix(engine): heal pending recovery sidecars at the schema-apply and branch-merge entries

Extend the write-entry heal to the remaining two write entry points.
Unlike load/mutate (which wedge on the drift guard), these proceeded
over sidecar-covered drift and decided its fate implicitly:

- schema apply re-planned table rewrites from the manifest pin,
  orphaning the drifted Phase-B commit -- its rows silently vanished
  from the rewritten table -- while the stale sidecar lingered to
  misclassify against the post-apply pins;
- branch merge published over the drift, making the failed writer's
  commit visible without a recovery audit row, and left the stale
  sidecar behind.

Both now run the same queue-serialized roll-forward heal at entry,
before their own sidecar exists, so recovery is attributed (audit row)
and deterministic. ensure_indices stays heal-free: it runs inside the
load / schema-apply flows after their entry heal.

Turns the previous commit's two red tests green. Docs updated in the
same change (invariant 5, writes.md, testing.md, AGENTS.md).

* test(engine): pin Phase A sidecar-write failure semantics

Storage fault-injection matrix, row 1: a sidecar PUT failure (S3
PutObject / fs write) in Phase A. New failpoint recovery.sidecar_write
at the top of write_sidecar -- the single choke point all five sidecar
writers go through -- models the storage error backend-generically.

Also adds the other three storage-fault failpoints used by the
following commits (recovery.sidecar_delete, recovery.sidecar_list,
recovery.record_audit); each is a no-op without the failpoints feature.

Pinned contract: every writer writes its sidecar BEFORE its first
HEAD-advancing commit, so a put failure aborts with zero drift (no
sidecar, Lance HEAD == manifest pin, no rows) and a transient fault
never wedges the graph -- the same handle writes/merges normally once
it clears. Covered for load (the staging writer) and branch_merge (the
multi-table writer, forced onto the RewriteMerged path by diverging
both sides).

* test(engine): pin Phase D delete, list, and audit-append storage-fault semantics

Storage fault-injection matrix, rows 2/3/5, plus the real-backend run:

- recovery.sidecar_delete: a Phase D delete failure (S3 DeleteObject)
  must NOT fail the user's write -- the manifest publish already
  landed, so the caller's data is durable. The swallowed failure
  leaves a stale sidecar; the next write's entry heal consumes it via
  the stale-sidecar audit-recovery path (RolledForward, attributed).

- recovery.sidecar_list: a __recovery/ list failure (S3 ListObjectsV2)
  is loud at every consumer -- the write-entry heal fails the write
  and the open-time sweep fails the open. Silently skipping recovery
  over a pending sidecar would be consumer tolerance of drift. Once
  the fault clears, open recovers the pending sidecar normally.

- recovery.record_audit: an audit write failure after the
  roll-forward's manifest publish aborts that recovery attempt and
  keeps the sidecar; re-entry detects the already-published manifest,
  records exactly ONE RolledForward audit row, and converges -- the
  retry tolerance documented on record_audit, exercised end-to-end.

- s3_load_recovers_after_publisher_failure_without_reopen: the
  same-handle heal scenario on a real bucket (gated on
  OMNIGRAPH_S3_TEST_BUCKET, skips locally), exercising sidecar
  put/list/delete through S3StorageAdapter instead of the local-FS
  adapter. CI wiring lands in a follow-up commit.

* test(engine): refuse corrupt recovery sidecars loudly

Storage fault-injection matrix, row 4 (no failpoint needed -- the
corrupt file is written by hand, sibling to the unknown-schema-version
refusal test): a truncated/garbage __recovery/{ulid}.json must be
refused loudly by both the write-entry heal (the write fails naming
the parse error) and the open-time sweep (ReadWrite open fails naming
the file), with the file left on disk for operator inspection.
Read-only opens still work -- the sweep is skipped there.

* test(engine): run the S3 sidecar-lifecycle coverage in CI + document the fault matrix

- ci.yml rustfs_integration: new step running the bucket-gated
  failpoints tests (name filter s3_) against the RustFS container, so
  sidecar put/list/delete are exercised through S3StorageAdapter on
  every storage-affecting PR.
- writes.md: sidecar I/O failure semantics -- Phase A put failure
  aborts with zero drift; Phase D delete failure is swallowed (write
  already durable) and healed by the next write; list failures are
  loud at heal and open; corrupt sidecars are refused with the file
  kept for inspection; audit-append failures are retried to exactly
  one audit row.
- testing.md: index the storage-fault matrix in the failpoints.rs row
  and the new RustFS CI line.

* test(engine): pin read-visibility of acknowledged local if-absent writes

The cluster lib test import_missing_state_creates_state_with_graph_-
observation flakes at ~50% under full-workspace load ('EOF while
parsing a value' reading back the state.json its own import just
acknowledged). Root cause is in the engine's local storage adapter:
write_text_if_absent writes through a buffered tokio::fs::File and
returns when write_all resolves -- which, per tokio's documented File
semantics, means the bytes reached tokio's internal buffer, not the
file. The actual write completes in a background blocking task after
drop, so a caller that acknowledges success and reads the object back
can see an empty or partial file. Under load the window widens; the
red run fails at iteration 0 with 0 of 8192 bytes on disk.

The regression test pins the contract at the adapter boundary: when
write_text_if_absent resolves, the full contents are visible to any
reader; a losing second claim leaves the winner's object untouched.

The fix lands in the next commit.

* fix(engine): publish local storage writes with atomic visibility

Close the class, not the instance. The local adapter admitted three
ways for a reader to observe a write that was acknowledged or visible
before its bytes were complete:

1. write_text_if_absent acknowledged success when the buffered
   tokio::fs::File write_all resolved -- i.e. when the bytes reached
   tokio's internal buffer, not the file. A caller reading back its own
   acknowledged write could see an empty object (the ~50% cluster
   import flake under full-workspace load; the regression test failed
   at iteration 0 with 0 of 8192 bytes visible).
2. The same call published its CLAIM (create_new) before its CONTENT,
   so concurrent readers saw an empty claimed file in the window.
3. write_text (plain tokio::fs::write) exposed truncated content
   mid-replace -- silently falsifying write_sidecar's 'readers either
   see the complete sidecar or none' contract on local FS (true on S3,
   where PutObject is atomic).

A flush in write_text_if_absent would have fixed only (1). Instead,
both local write paths now publish complete temp files atomically:
rename for replace (write_text -- the idiom write_text_if_match
already used) and hard_link for no-replace (write_text_if_absent --
link fails AlreadyExists, so exactly one of N concurrent claimants
wins and the winner's object is fully readable at the instant it
becomes visible). The local adapter now honors the same object-level
atomic-visibility contract as the S3 adapter, which is what every
caller (recovery sidecar protocol, cluster state CAS) was written
against. Crash-orphaned *.tmp.* files are inert: the sidecar sweep
filters to .json, and cluster state reads address state.json by name.

fsync/durability policy is unchanged (no fsync before, none now);
this fix is about visibility ordering, not power-loss durability.

Pre-existing on main (landed with the multi-graph server mode change,
PR #119); surfaced by this branch's heal work only because one extra
list_dir per write shifted test timing. Cluster lib suite: 12/25
failures before, 0/25 after. Turns the previous commit's red test
green.

* refactor(engine): one storage implementation over object_store for every backend

Collapse LocalStorageAdapter (hand-rolled tokio::fs) and
S3StorageAdapter into a single ObjectStorageAdapter backed by
Arc<dyn object_store::ObjectStore> -- LocalFileSystem for local URIs,
the existing AmazonS3 build for s3://, plus a pub in_memory()
constructor (full contract including TRUE conditional updates; the
in-memory test backend testing.md asked for at the adapter level).

Why: the acknowledged-before-visible bug showed the two-impl shape has
no referee -- one prose contract, two independent answers. Upstream
LocalFileSystem::put_opts is byte-for-byte the staged-temp+rename/
hard_link idiom that fix converged on, and Lance's own commit protocol
is built on the same primitives (put-if-not-exists / rename-if-not-
exists), so the substrate-aligned move is to stop hand-rolling it.
The per-backend residue shrinks to a UriCodec (URI <-> object path)
and one capability flag.

Semantics preserved by construction, with three deliberate deltas:
- exists() is now object-store-semantics everywhere (head + non-empty
  prefix fallback): an EMPTY local directory no longer 'exists'. The
  only dir-shaped caller (_graph_commits.lance probes) self-heals via
  ensure_commit_graph_initialized where it previously wedged loudly.
- A directory at an object path reads as NotFound, not as an IO error
  ('only objects exist'). The cluster unreadable-payload test used a
  same-named directory as a portable non-NotFound trigger; it now uses
  chmod 000, which still models genuine transient IO.
- write_text_if_match keeps content-token semantics on local
  (PutMode::Update is NotImplemented upstream for LocalFileSystem in
  0.12.5 and 0.13.2); the capability flag gates the token SOURCE in
  read_text_versioned too -- an ETag token with content-compare writes
  would lose every CAS.

delete_prefix keeps a local remove_dir_all branch: directories are a
local-FS concept, and list+delete would leave empty skeletons that
cluster graph_root_exists (raw Path::exists) reports as still present.

LocalStorageAdapter remains as a delegating shim so the pinned
contract tests gate this swap textually unchanged; the shim and the
test parameterization over local + in-memory land next. Cargo gains
the explicit 'fs' feature (already transitively enabled by lance).

* test(engine): one executable storage contract, run against every backend

Remove the LocalStorageAdapter delegation shim and migrate its
construction sites to ObjectStorageAdapter::local(). Replace the
per-backend duplicated tests with a single contract_suite asserting
the trait's promises (atomic replace, exists incl. the dataset-root
prefix probe, one-winner if_absent, versioned CAS with loud CAS-lost,
rename, list round-trip with no sibling-prefix bleed, idempotent
delete/delete_prefix), run against the local backend and the new
in-memory backend -- which implements true conditional updates, so the
strong-CAS path is exercised without a bucket. The bucket-gated S3
variant already exists (s3_adapter_conditional_writes_contract).

New local-specific pins for the deliberate semantic edges of the
collapse: empty directories are not objects (exists=false; the Lance
dataset-root probe shape is the non-empty case), file://-anchored and
spaces-in-path list output round-trips byte-identically into
read_text, dot-segment paths are lexically absolutized (the CLI's
./graph.omni shape), and upstream rename creating missing destination
parents. The acknowledged-write visibility regression test stays, now
documenting that the cross-API std::fs read-back is the point.

* refactor(cluster): drop put_json's per-backend atomicity branch

The local temp+rename dance predates the storage adapter guaranteeing
atomic visibility; now that write_text publishes via a staged temp +
rename on the filesystem (and a single atomic PUT on object stores) by
contract, the branch duplicated upstream behavior. One call, both
backends.

* docs: storage adapter collapse — contract, in-memory backend, local CAS gap

- testing.md: the 'no MemStorage backend' note is half-closed —
  ObjectStorageAdapter::in_memory() covers the text-object layer with
  the full contract (true conditional updates); Lance datasets bypass
  the adapter, so the engine substrate ask stays open.
- invariants.md: truth-matrix Tests row updated; new Known Gap for
  local write_text_if_match (upstream PutMode::Update is unimplemented
  for LocalFileSystem; content-token emulation is safe only under the
  cluster lock protocol — close before admitting a lock-free caller).
- writes.md: backend notes for the unified adapter (name#N staging
  residue invisible to the sweep, backend-wrapped error text with
  exists()-probing for missing-vs-error, loud permission failures).

* docs: finish renaming the storage adapters in user docs and test comments

storage.md's URI-scheme table and the S3 failpoint test's doc comment
still named the deleted LocalStorageAdapter/S3StorageAdapter; both now
describe the unified ObjectStorageAdapter over object_store, including
the relative-path absolutization note for local URIs.

* test(engine): pin branch-awareness of the drift guard's recovery advice

A pending sidecar on ANOTHER branch does not cover this branch's
drift: with a deferred feature-branch sidecar on disk and genuinely
uncovered drift on main, the main write's error must still point at
omnigraph repair -- a read-write reopen recovers the sidecar but
cannot repair main's uncovered drift. Currently red: the guard
matches sidecar pins by table_key only, so the feature sidecar flips
main's advice to the reopen path. Fix in the next commit.

Surfaced by external review of the drift-guard change.

* fix(engine): branch-aware sidecar matching in the drift guard's advice

The commit-time drift guard's sidecar-covered check matched pins by
table_key alone, so a pending sidecar on another branch flipped this
branch's uncovered-drift advice from 'run omnigraph repair' to the
reopen path -- and a reopen recovers that sidecar but cannot repair
this branch's drift. Compare the pin's table_branch too. Turns the
previous commit's red test green.

Surfaced by external review of the drift-guard change.

* test(engine): pin heal non-interference with a live schema apply

The write-entry heal's schema-staging reconcile runs before any queue
acquisition, so a load on the same handle, overlapping a schema apply
parked between its staging write and manifest commit, promotes the
apply's staging files (new catalog live against the old manifest),
classifies the LIVE apply's sidecar, and publishes its registrations
out from under it. The resumed apply then collides with its own stolen
commit. Currently red with:

  Lance("Concurrent modification: table version 3 already exists for
  node:Tag")

The fix (per-sidecar reconcile under the sidecar's write-queue guards,
plus a serialization key the schema-apply writer and the heal both
acquire) lands in the next commit.

Surfaced by external review of the write-entry heal.

* fix(engine): serialize the heal's schema-staging reconcile with live schema applies

The write-entry heal ran recover_schema_state_files up front, before
acquiring any queue guards. Overlapping a live schema apply parked
between its staging write and manifest commit, the heal promoted the
apply's staging files (new catalog live against the old manifest),
classified the LIVE apply's sidecar, and published its registrations —
the resumed apply then collided with its own stolen commit.

Correct by construction:

- New schema-apply serialization queue key, acquired by the schema-
  apply writer (alongside its per-table keys) from before write_sidecar
  until after delete_sidecar. Per-table keys alone don't cover a
  registration-only migration, which pins no existing tables but has a
  sidecar and staging files on disk.
- The heal reconciles schema staging lazily, PER SchemaApply sidecar,
  after acquiring that sidecar's guards (including the serialization
  key) and re-confirming the sidecar exists — a sidecar that survives
  the queue wait belongs to a dead writer, so the reconcile can no
  longer race a live apply. Recomputing per sidecar also removes the
  staleness of one up-front result across a multi-sidecar pass.
- Omnigraph::refresh drops its up-front reconcile-and-pass-through
  (same race, and a pre-promoted result would make the heal's guarded
  reconcile see clean staging and wrongly defer the sidecar): it now
  reconciles standalone only when NO sidecar exists — which cannot
  race a live apply, whose sidecar always precedes its staging files —
  and otherwise defers entirely to the heal.

The open-time sweep keeps its precomputed reconcile: open has no
concurrent writers. Turns the previous commit's red test green.

Surfaced by external review of the write-entry heal.

Self-audit addendum folded in: refresh's no-sidecar gate had a TOCTOU
(a live apply could write its sidecar + staging between the empty
check and the reconcile) — the standalone reconcile now holds the
serialization key across the list-then-reconcile pair. The remaining
residual is cross-process only (in-process queues cannot serialize
against a writer in another process; the open-time sweep has the same
pre-existing exposure) and is now an explicit Known Gap in
invariants.md rather than an implicit one.

* test(engine): pin catalog reload after the heal recovers a schema apply

When the write-entry heal rolls a crashed apply's SchemaApply sidecar
forward on the same handle, disk and manifest move to the new schema
(staging promoted, registrations published) but the handle's in-memory
schema_source/catalog do not. Subsequent writes then validate against
the stale catalog and reject rows of types the graph already has.
Currently red with:

  record 1: unknown node type 'Tag'

refresh() reloads after its heal; the write entry points must too.
Fix in the next commit.

Surfaced by external review of the write-entry heal.

* fix(engine): reload the in-memory catalog after the heal recovers a schema apply

heal_pending_recovery_sidecars refreshed the coordinator and
invalidated the runtime cache after processing sidecars, but never
reloaded schema_source/catalog — so a write whose entry heal rolled a
crashed SchemaApply sidecar forward proceeded to validate against the
OLD schema while disk and manifest were already on the new one.
reload_schema_if_source_changed is the same post-heal step refresh()
already runs; it no-ops on the (overwhelmingly common) non-schema heal
because the on-disk source is unchanged. Turns the previous commit's
red test green.

Surfaced by external review of the write-entry heal.

* test(engine): pin that a deleted-branch sidecar cannot wedge the graph

A rollback-eligible sidecar pinned to a branch is deferred by every
roll-forward-only pass; if the branch is then deleted, the sidecar
survives, referencing a branch with no manifest tree. The heal (every
write entry) and the open-time sweep (every ReadWrite open) both fail
opening the dead branch, and repair refuses while a sidecar is pending
-- a terminal read-only state with manual sidecar surgery as the only
exit. Currently red with:

  Lance("Not found: .../__manifest/tree/feature/_versions")

The branch's tree and forks are already reclaimed, so the pinned drift
is unreachable and the sidecar is provably moot; the fix classifies it
as an orphaned-branch terminal state (audit + discard) in both passes.

Surfaced by review (P1, verified by repro).

* fix(engine): classify deleted-branch sidecars as orphaned instead of wedging

A deferred (rollback-eligible) sidecar pinned to a branch survives
branch_delete; both the write-entry heal and the open-time sweep then
failed unconditionally opening the dead branch -- every write and
every ReadWrite open errored, and repair refuses while a sidecar
pends. Terminal state, manual sidecar surgery the only exit.

The branch's tree and per-table forks are already reclaimed at delete,
so the drift the sidecar pins is unreachable and the sidecar is
provably moot. Both passes now check the sidecar's branch against the
manifest's branch list (the authority -- deliberately NOT inferred
from a Not-found on open, which could be a transient storage error
masking real recovery intent) and discard orphans with an
OrphanedBranchDiscarded audit row, commit appended on main since the
sidecar's own branch no longer has a commit graph.

The open-time half is pre-existing; the write-entry heal made it hot.
Turns the previous commit's red test green.

Surfaced by review (P1, verified by repro).

* chore: harden review nits — vacuous CI filter, root-runner skip, liveness note

- ci.yml: the RustFS sidecar-lifecycle step now fails loudly if the
  's3_' name filter matches zero tests (cargo passes vacuously on an
  empty filter; the step exists specifically to prove S3 sidecar I/O
  coverage). The pre-existing CLI smoke step has the same shape and is
  left for a follow-up.
- cluster unreadable-payload test: cfg(unix) + a skip-with-log when
  running as root (mode 000 is still readable to root, common in
  container dev runners), so the test degrades instead of failing.
- refresh: document the one-pass-late convergence for legacy staging
  residue while non-SchemaApply sidecars pend, so nobody 'fixes' it by
  re-running the reconcile unserialized — the exact race the
  serialization key closes.

* test(engine): pin orphan-discard idempotency across a delete fault

discard_orphaned_branch_sidecar writes its audit row and main commit
before deleting the sidecar; a Phase D delete fault leaves the sidecar
on disk with the audit already durable, and the retry repeated the
whole path -- a second OrphanedBranchDiscarded audit row (and commit)
for the same operation. Currently red: 2 rows after one fault + retry.
The retry must only finish the delete. Fix next.

Also promotes the recovery-audit kinds reader into the shared test
helpers (it was recovery.rs-local).

Surfaced by external review of the orphan-discard fix.

* fix(engine): orphan-discard idempotency + heal reports acted-vs-deferred

Two review findings on the recovery surface:

- discard_orphaned_branch_sidecar now checks the audit table for an
  existing (operation_id, OrphanedBranchDiscarded) row before appending
  the commit + audit pair, so a Phase D delete fault retries ONLY the
  delete instead of duplicating audit rows and commit-graph entries.
  Cold path: the list scan runs only when an orphaned sidecar exists.
  Turns the previous commit's red test green (exactly one audit row
  across fault + retry).

- process_sidecar returns whether durable state changed; the heal sets
  processed_any only for sidecars that were actually rolled forward /
  rolled back / audit-recovered (orphan discards count). Deferred
  sidecars (rollback-eligible, invariant-violating, unpromoted
  SchemaApply) no longer trigger a per-write schema reload + full
  runtime-cache invalidation while they pend -- the cache is
  snapshot-keyed so this was waste, not corruption, but it was paid on
  every write until reopen. Acted-paths' processed=true remains pinned
  by load_after_schema_apply_phase_b_failure_uses_recovered_catalog
  (the reload depends on it).

Surfaced by external review.

* test(engine): pin the orphan-discard audit-append fault leg as documented tolerance

The orphan discard's commit append and audit append are two writes; a
failure between them leaves a recovery commit with no audit row, and
the retry (keyed on the audit row, the operator-facing record) appends
a second commit before the audit lands. This is the same
not-atomic-pair-write tolerance record_audit documents and the
manifest->commit-graph Known Gap covers for every publish: bounded
commit-graph noise, audit row exactly-once under clean failures.
Keying idempotency on commit rows instead would need an operation_id
column on _graph_commits, and audit-before-commit would dangle the
graph_commit_id join -- both worse than the documented residual.

Make the tolerance explicit instead of implicit: docstring names the
window, a failpoint sits inside it, and the new test pins convergence
across the fault (sidecar consumed, exactly one audit row), completing
the orphan-discard fault matrix alongside the delete-fault leg.

Surfaced by external review of the orphan-discard idempotency.

* test(engine): pin honest drift-guard advice when sidecar listing fails

The guard's unwrap_or(false) conflated 'classified as uncovered' with
'could not classify': a transient list fault on the guard's second
list (the entry heal's first list having succeeded) confidently routed
the operator to omnigraph repair even when the heal had just deferred
a rollback-eligible sidecar -- and repair refuses while a sidecar is
pending. Currently red: the error says 'run omnigraph repair' with no
mention of the reopen path. The fix names both paths plus the failure
cause when classification is impossible.

Surfaced by external review of the drift-guard fallback.

* fix(engine): admit ambiguity in the drift guard when sidecar listing fails

Replace the unwrap_or(false) fallback with a tri-state: covered ->
reopen advice; uncovered -> repair advice; listing FAILED -> say the
drift could not be classified, name the cause, and give both paths in
order ('run repair, or reopen read-write if repair reports a pending
sidecar'). The old fallback confidently routed a transient list fault
to repair, which refuses while a sidecar is pending -- a self-
correcting but pointless detour. The conflict itself is still always
raised; only the advice degrades honestly. Turns the previous commit's
red test green.

Surfaced by external review of the drift-guard fallback.
2026-06-13 11:20:08 +02:00
aaltshuler
08c9b03d40 test(cli): the embedded/remote parity matrix (RFC-009 Phase 1)
The referee before any unification moves: every forked verb runs once
against the local graph and once against a spawned server on a twin copy
of the same fixture, with the SAME actor (--as locally; bearer-resolved
remotely) and the SAME Cedar bundle on both arms — like-for-like
enforcement is part of the harness (a tokens-only server is default-deny
by design; comparing that against a bare local arm measures
configuration, not the fork). Declared-volatile fields (ids, wall-clock,
transport locations) scrub to placeholders; everything else must match
exactly, and exit codes must match for shared failures.

Headline result: 11 rows green with an EMPTY divergence ledger — the
arms agree on every verb today. The ledger (KNOWN_DIVERGENCES) exists so
any future divergence is pinned or filed, never silently repaired;
repairs are Phase 3's job, gated by this referee staying green.

One engine observation surfaced and filed (#207): inline execution with
a declared-but-unbound param matches ALL rows on both arms, while the
stored-query invoke path hard-errors — a cross-path asymmetry the matrix
pins as agreeing behavior pending a deliberate fix. Documented
exclusions (graphs list, ingest/load-over-/ingest, storage-plane verbs)
map to RFC-009 Phases 4-5.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 17:50:46 +03:00
Andrew Altshuler
e0d80c0062
Merge pull request #206 from ModernRelay/rfc/unify-access-paths
docs(rfc): RFC-009 — unify CLI access paths; align the RFC corpus
2026-06-12 17:38:22 +03:00
aaltshuler
9002cfd5b9 docs(rfc): RFC-009 — unify CLI access paths; align the RFC corpus
Adopts the unify-embedded/remote draft as RFC-009 with three alignment
amendments: (1) the promised 'companion config-authority RFC' is RFC-008,
already landed through stage 4 — referenced, not re-proposed; (2) open
question 3 is answered by the two-surface architecture (embedded graphs
list enumerates the cluster catalog via read_serving_snapshot, never
omnigraph.yaml); (3) Phase 2 salvages PR #139's reviewed-clean
omnigraph-api-types extraction instead of rebuilding. Adds the
cycle's two no-referee bugs (alias positional, write-if-absent flush) as
concrete parity-matrix motivation, and RFC-007's addressing/credential
chains as RemoteClient constructor inputs.

Corpus alignment: RFC-002's header now maps each of its pieces to the
successor that landed or superseded it (007/008/009) with a do-not-
implement-from-here-unchecked warning; RFC-007 gains the RFC-009
relationship; RFC-008 stage 5 notes the Phases-4/5 easing; dev index row.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 17:33:11 +03:00
aaltshuler
98c6147c38 docs(testing): bring the test map up to release truth
Lands an orphaned-but-accurate working-tree edit (the engine table rows
for forbidden_apis.rs, lance_surface_guards.rs, traversal_indexed,
proptest_equivalence, ordering, literal_filters, policy_engine_chassis —
all real files; 21 -> 28 count) and replaces the stale pre-modularization
crate rows: the CLI and server entries now describe the per-area suites
(#192/#193 splits) plus this cycle's additions (RFC-008 deprecation
coverage, keyed-credential auth, hermetic OMNIGRAPH_HOME harness, the
bucket-gated s3 suites).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 14:12:33 +03:00
aaltshuler
b24bb16d0c ci(codeowners): restore ragnorc to engineering and docs roles
Re-adds ragnorc to both roles in the source of truth and regenerates
CODEOWNERS + the ownership tables. This also resolves the standing
inconsistency from #169: branch-protection.json's
bypass_pull_request_allowances still listed ragnorc after his codeowners
removal — the two lists are in sync again (no protection change needed).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 13:45:33 +03:00
aaltshuler
4c50170c77 feat(config): OMNIGRAPH_NO_LEGACY_CONFIG strict mode (RFC-008 stage 4)
Opt-in: with the env set, loading a legacy omnigraph.yaml is a hard
error pointing at config migrate — the regression guard for migrated
teams (a stray legacy file would otherwise silently outrank operator
config during the window) and the rehearsal for stage 5's removal.
Strict refuses the FILE, never its absence: flag-less invocations on
migrated setups are untouched. Inert unless set.

The RFC's stages-1-3-then-4 release gap collapsed honestly: no version
boundary was crossed between them, so all four ship in the same release
(noted in the RFC).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 00:03:10 +03:00
aaltshuler
5328c91341 refactor(cli): drop cluster init — no replacement scaffold
Andrew's call, and the right one by the repo's own lens: a minimal
cluster.yaml is five lines; a generator is a second copy of the schema to
keep in sync forever, emitting a file that is unusable until hand-edited
anyway (graphs: {} cannot apply or serve). Terraform has no config
scaffolder either. New users copy from the cluster quick-start; migrants
get a ready-to-review cluster.yaml from config migrate. RFC-008 stage 3
becomes purely subtractive.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 23:45:18 +03:00
aaltshuler
3adbc65af2 docs(cli): config migrate, cluster init, the legacy-file deprecation notice
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 23:37:12 +03:00
aaltshuler
dc91c55970 feat(cli): operator aliases — pure bindings invoking stored queries (RFC-007 PR 3, part 2)
aliases: in the operator config bind a personal name to (server, graph,
stored-query NAME, positional arg mapping, fixed param defaults, format)
— zero content, per the ratified bindings-not-content model. Invocation
goes through the server's stored-query endpoint (POST
{base}/graphs/{g}/queries/{name}) with the keyed credential resolving via
the ordinary URL match; param precedence --params > positionals > fixed
defaults; the result renders through the existing format cascade with the
alias's format as its hop. A legacy omnigraph.yaml alias with the same
name wins during the RFC-008 window, with a warning naming both.

E2e (spawned policy-gated server, invoke_query granted via a per-graph
bundle): the alias invokes with name + one positional and nothing else —
server, graph, query, and token all from the operator layer; --server/
--graph explicit targeting; unknown --server lists defined names;
--server exclusive with a positional URI.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 22:25:42 +03:00
aaltshuler
65160cc060 docs(rfc): aliases are bindings, not content — the ratified alias model
RFC-007 §D2 gains the model the alias design reasoned through: stored
queries are content + its canonical team-owned name; legacy
omnigraph.yaml aliases conflate a personal name with a local-file content
pointer (the muddle RFC-008 retires); operator aliases are pure bindings
(server, graph, stored-query NAME, arg mapping, defaults) — an alias that
carries content competes with the catalog, one that references a name
composes with it. The three senses of 'global' are resolved explicitly:
cross-graph globality is strengthened (one $HOME file vs per-directory),
team-shared shorthand is deliberately NOT an alias mechanism (the shared
name IS the catalog name), cross-machine follows the dotfile. Collision
rule: legacy wins during the RFC-008 window, with a warning.

RFC-008's migration row for aliases sharpens accordingly: a legacy alias
splits — content to the catalog (via cluster apply), binding to the
operator layer; config migrate proposes both halves.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 22:15:19 +03:00
aaltshuler
a819ab500e feat(cli): keyed credentials — servers:, the token chain, login/logout (RFC-007 PR 2)
The operator config gains servers: (name -> url; never a token). A remote
command whose URL prefix-matches an operator server resolves its bearer
token through the keyed chain first — OMNIGRAPH_TOKEN_<NAME> env, then the
[<name>] section of ~/.omnigraph/credentials (created 0600 via temp+rename,
#139 finding 7; group/world-readable files refused loudly) — falling
through to the legacy chain unchanged. URL keying makes §D5 rule 3
structural: a token is only ever sent to the server it is keyed to.
Longest-prefix matching with a path-boundary check (http://h:8080 never
matches http://h:8080-evil). Inserting the keyed hop above the legacy chain
is safe by construction — no existing setup can have servers: defined.

omnigraph login <name> stores/rotates one section (token from --token or
one stdin line — the pipe flow keeps secrets out of shell history);
omnigraph logout removes it, idempotently; logging in before declaring the
server warns instead of failing (the gh model).

Coverage: URL-match/no-substring-trap, credentials round-trip preserving
sibling sections, 0600 write + over-permissive refusal, env-name mapping;
the legacy resolve test is now hermetic against a real ~/.omnigraph and
asserts byte-identical legacy behavior with no servers defined; one
spawned-binary e2e walks the whole lifecycle against an authed server:
refusal -> wrong-token login (stdin) -> rotate (--token) -> authorized read
-> env-beats-file -> non-matching-URL negative -> logout revokes.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 21:24:51 +03:00
aaltshuler
08ce8dc34d docs(rfc): align RFC-007 with RFC-008's two-surface architecture
RFC-007 now speaks the end-state language throughout: the operator surface
is one half of the two-surface split (cluster config / operator config),
not a layer over a living omnigraph.yaml. The precedence cascade drops the
project layer (cluster config carries no operator-resolvable keys — a
checkout can never supply identity); legacy omnigraph.yaml appears only as
the RFC-008 deprecation-window slot. The trust boundary is restated as
closed-by-construction in the end state, with the rules governing the
window. PR 3 becomes operator targeting (--server + operator aliases — the
replacement RFC-008 needs before legacy aliases migrate), and the schema
example gains the aliases block.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 19:54:34 +03:00
aaltshuler
320311e759 docs(rfc): RFC-008 — deprecate omnigraph.yaml, one concern per config surface
The file is three unrelated concerns wearing one filename — server
deployment config, project/CLI conveniences, operator identity — and the
mixture is the root cause of a recurring problem class (per-operator
copies of project files, checkout-supplied credential redirection, init
scaffold pollution). End state: two single-owner surfaces — cluster
config (team, repo) and operator config (person, $HOME) — plus the
zero-config flags/env tier.

Complete key-by-key migration map over the verified OmnigraphConfig
surface; staged retirement per the repo's Hyrum rules (warn with per-key
guidance -> `config migrate` tool -> stop scaffolding -> opt-in strict ->
removal at the next major). RFC-007's project-layer framing is amended to
transitional accordingly.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 19:33:19 +03:00
aaltshuler
d531f60999 docs(rfc): RFC-007 — per-operator config, the operator slice of RFC-002
Terraform-style operator/project split: ~/.omnigraph/config.yaml for
identity (operator.actor in the --as cascade), credentials keyed by
server name (env -> 0600 credentials file; no inline secrets), and
operator-owned named servers that project configs reference but cannot
redefine. Explicitly a staged subset of RFC-002: adopts its settled
decisions (one dir, keyed credentials, env precedence), defers
GraphLocator/use/state-layer, and encodes the ten confirmed PR #139
findings as design rules (compat shims, key-level merges, atomic writes,
the project-layer trust boundary).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 18:29:55 +03:00
aaltshuler
8d7aed065f test(cluster,server): gated object-storage cluster e2e + CI wiring + docs
s3_cluster.rs runs the full control-plane lifecycle against a real
bucket (CI: containerized RustFS; locally the RustFS binary): import →
lock released (pins the drop-time release regression caught on the first
live smoke) → apply (graph roots + catalog on the bucket, nothing local)
→ serving snapshots from both the config dir and the bare URI → schema
evolution → approved delete (prefix removal) → empty-cluster refusal.
The server suite gains the config-free boot test: --cluster s3://… with
zero local files serves a stored query over HTTP.

CI: the rustfs job runs both suites; the classify filter covers the
cluster store/serve modules and the new test files. The server smoke
drops its name filter — every test in the s3 target is bucket-gated, and
a filter matching nothing passes vacuously (which silently ran zero
tests for a while).

Docs: deployment.md gains the Bucket-no-volume shape as the preferred
cloud deployment; cluster.md/server.md document --cluster <uri>;
testing.md maps the new suite.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 15:56:40 +03:00
aaltshuler
8dc2f15255 feat(cluster): the storage: root — state, catalog, and graph roots relocatable
cluster.yaml gains an optional storage: URI deciding where everything the
cluster STORES lives: the state ledger, lock, content-addressed catalog,
recovery sidecars, approval artifacts, and the derived graph roots
(<storage>/graphs/<id>.omni). Absent, it defaults to the config directory
itself — the original layout, byte-compatible, so pre-existing clusters and
the whole test suite are untouched. Declared configuration always stays in
the working tree (Terraform's config-local/state-remote split); credentials
are env-only, never in cluster.yaml.

Every command resolves its store from the declared root (a bad root is a
loud invalid_storage_root). Graph-root derivation, the delete executor
(prefix delete via the adapter), the sweep's existence probes, the catalog
payload write/verify/read paths, and the serving snapshot all flow through
ClusterStore — the last raw-fs holdouts for stored state are gone, and the
deny-list gains the rule that keeps it that way.

Tests: default-layout byte-compat, a file:// root relocating the entire
cluster (ledger+catalog+graphs under the new root, nothing under the config
dir, serving snapshot follows), invalid-root validation. 98 in-crate + 9
failpoints + full workspace gate green. The s3:// flavor lands with PR 3's
gated RustFS e2e.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 14:28:04 +03:00
aaltshuler
fa6af775c1 feat(cli)!: unified load command; deprecate ingest as an alias
omnigraph load is now the single data-write command:
- works against remote graphs (POSTs the server's /ingest endpoint with the
  same bearer/actor resolution as other remote commands) — previously load
  was the only data command forced to open Lance storage directly
- --from <base> opts into fork-if-missing for --branch (the former ingest
  semantics); without --from a missing branch is an error, never a fork
- --mode is now required: overwrite is destructive, so there is no implicit
  default (the old silent default was overwrite)
- output gains base_branch/branch_created (and table sums on remote loads)

omnigraph ingest stays as a deprecated alias (defaults preserved: --from
main --mode merge) that prints a one-line warning to stderr, matching the
read/change deprecation convention; removal in a later release.

Docs updated in the same change: cli.md, cli-reference.md, policy.md,
audit.md, execution.md (unified load section), AGENTS.md quick-flow,
README.md.

BREAKING CHANGE: scripts running omnigraph load without --mode must now
pass it explicitly (previously defaulted to the destructive overwrite).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 04:18:00 +03:00
aaltshuler
43d4e89fde docs(execution): Overwrite loads are staged since MR-793, not inline-commit
The LoadMode table still described Overwrite as an inline-commit-per-type
residual with a partial-truncation failure window. Since MR-793 Phase 2,
Overwrite goes through the same MutationStaging accumulator as Append/Merge,
staged as a Lance Operation::Overwrite transaction via stage_overwrite
(table_store.rs) and committed with commit_staged + publisher CAS — a
mid-load failure leaves Lance HEAD untouched in all three modes.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 03:44:02 +03:00
aaltshuler
d8354ac213 test(cli): address review — assert schema-show success, document exit-code stance, add e2e opt-out
- The drift-heal verification now asserts `schema show` succeeded and
  produced a schema before checking the rogue field's absence (a failed
  command previously made the negative assertion vacuously pass).
- cluster_cli documents why it deliberately does not assert exit codes
  (blocked applies exit non-zero by contract while emitting the structured
  output callers assert on).
- The comprehensive lifecycle e2es honor OMNIGRAPH_SKIP_SYSTEM_E2E=1
  (graceful skip-with-message, the S3-gate pattern) for constrained
  sandboxes; requirements + suppression documented in testing.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 19:05:12 +03:00
aaltshuler
7d70811df1 test(cli): comprehensive full-cycle cluster e2e with a live server
Two system tests composing the whole Phase 1-5 surface with real binaries:

- local_cluster_full_lifecycle_declare_serve_evolve_delete: declare two
  graphs -> one apply creates and converges them -> the --cluster server
  serves both stored queries -> schema+query evolve in one apply (migration
  previewed in plan) -> restart serves the new shape -> out-of-band schema
  drift observed by refresh and converged back by apply (rogue field
  soft-dropped) -> approved graph delete -> restart serves the survivor and
  404s the tombstoned graph -> final plan empty. Catches composition
  regressions where each stage passes its own tests but the lifecycle
  breaks (the composite_flow.rs principle at the control-plane level).

- local_cluster_serving_enforces_applied_policy_bindings: applied policy
  bundles gate serving per their bindings over HTTP with bearer-resolved
  actors — the cluster-bound bundle owns graph_list (admin 200, reader 403,
  anonymous 401), the graph-bound bundle owns invoke_query (reader gets
  rows; denied invocation is the documented anti-probing 404).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 18:07:29 +03:00
aaltshuler
711865e6f1 docs(cluster,server): the Phase 5 mode switch; retire applied-not-serving caveats
The standing caveat ('applied means recorded in the cluster catalog —
nothing more; the server still boots from omnigraph.yaml') retires: cluster
docs gain the 'Serving from the cluster' section (exclusivity, applied-
revision serving, fail-fast readiness, restart-to-pick-up, expose-all
bridge), server.md gains mode-inference rule 0 and the cluster-booted multi
mode, deployment.md the boot-source choice, and the CLI's apply note plus
the cli-reference cluster row (stale back to Stage 3A) now describe the full
convergence surface. RFC-005 flips to Landed with four implementation
deviations recorded.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 17:56:54 +03:00
aaltshuler
6c98560dde docs(cluster): document policy binding metadata (5A)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 15:30:57 +03:00
Andrew Altshuler
3e8f103804
docs(cluster): RFC-005 — server boots from cluster state (Phase 5 design) (#174)
The axiom-15 mode switch: omnigraph-server --cluster <dir> (mutually
exclusive with uri/--target/--config, zero omnigraph.yaml reads) serves the
APPLIED revision — graph set from state, query/policy content from the
content-addressed catalog at applied digests, cluster-scoped policy bundles
as the server-level Cedar engine. The load-bearing finding: state is not yet
serving-sufficient (policy applies_to bindings live only in cluster.yaml), so
slice 5A records binding metadata into the applied revision at apply time —
without it, boot-from-state silently becomes the merged read axiom 15
forbids. Fail-fast readiness table (missing state, pending sidecars, missing
blobs, unbound policies all refuse boot with remedies), the expose-all
mcp.expose bridge with its Phase 6 sunset, the operator migration path (exit
criterion 7), and 5A/5B/5C sequencing. The existing boot pipeline
(GraphStartupConfig -> registry -> routing/auth) is reused as-is — a new
source, not a new pipeline.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 15:22:12 +03:00
Andrew Altshuler
61da7bf406
docs(cluster): descope ETL pipelines to a separate project; keep the socket (#172)
Pipelines (scheduler, connectors, mapping, idempotency, run ledger) leave the
cluster control-plane rollout and become their own project with their own
RFC. This rollout guarantees only the socket, all of which already exists and
is enforced: the pipelines: config field is reserved (typed
future_phase_field rejection, test-covered), the pipeline.<name> typed
address and Pipeline resource kind are reserved in the resource model, and
axiom 13 fixes the contract any future implementation must satisfy
(definition reconciled, execution data-plane, fan-out statusful). The ETL
section in the high-level spec stands as the requirements record for that
project; exit criterion 9 defers to its RFC.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 14:53:16 +03:00
aaltshuler
c949a2b717 docs(cluster): document Stage 4C — Phase 4 complete
Approvals + gated graph deletion in the user docs, the approve command in the
CLI reference, RFC-004 flipped to Landed with its three implementation
deviations recorded (row-8 retire-and-repropose, --as instead of --actor/--by,
consumed artifacts rewritten in place rather than moved).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 14:44:12 +03:00
aaltshuler
f217352c93 docs(cluster): document Stage 4B schema apply
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 13:14:20 +03:00
aaltshuler
cb6c67f196 docs(cluster): document Stage 4A graph create
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 05:00:42 +03:00
Andrew Altshuler
26b26999fd
ci(codeowners): aaltshuler owns all paths; remove ragnorc (#169)
Engineering and docs roles both resolve to @aaltshuler; every path
(catch-all, crates/**, docs/**, repo-level docs) now requires their review.
CODEOWNERS and the doc tables regenerated from codeowners-roles.yml via
render-codeowners.py.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 04:34:17 +03:00
Andrew Altshuler
58c66a54a2
docs(cluster): RFC-004 — graph & schema apply design (Phase 4) (#168)
* docs(cluster): RFC-004 — graph & schema apply design (Phase 4)

The design the implementation spec's exit criteria require before
graph-moving cluster apply ships. Core positions:

- Cluster recovery is roll-forward-only: the engine's own sidecars make every
  graph-level operation atomic within the graph, so the cluster never rolls a
  graph back — its sidecars (__cluster/recoveries/{ulid}.json) classify and
  record, converging the ledger to observable reality (axiom 5) or surfacing
  a loud pending-repair condition. Eight-row decision matrix, every row
  testable with the Stage 3B failpoint harness.
- Irreversible operations (graph delete, allow_data_loss schema apply)
  consume digest-bound approval artifacts written by a new cluster approve
  command and retired into state.approval_records (axiom 11). A stale
  approval can never authorize a different change.
- cluster apply gains an actor, threaded to apply_schema_as so engine Cedar
  enforcement and commit attribution work unchanged; the cluster adds no
  policy engine of its own.
- Deterministic ordering (creates -> schema applies -> catalog -> deletes),
  per-resource apply groups, cross-graph atomicity explicitly not promised.
- Staged 4A graph create / 4B schema apply / 4C graph delete, each gated on
  per-matrix-row failpoint tests.

Answers exit criteria 2 and 4 fully, 1/5/6 partially; 3/7/8/9 deferred to
their phases (coverage table in the RFC). Linked from the dev index and the
implementation spec's Phase 4 section.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(cluster): RFC-004 review fixes — graph_delete sweep rows, state_cas_base contract

Two greptile findings: (1) D3 row 2 could not be evaluated for graph_delete
(no manifest to version-check after prefix removal) and 'root absent, state
already tombstoned' fell into the stale row — split into rows 7 (delete's
analog of row 2) and 7b (the roll-forward), with expected_manifest_version
documented as always null for the delete kind. (2) state_cas_base is now
explicitly audit/diagnostics-only — the sweep never consults it; independent
state mutations are handled by the ordinary CAS like any concurrent write.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 04:34:14 +03:00
aaltshuler
50543a8ce0 docs(cluster): record Stage 3B failpoint + verification coverage
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 02:15:13 +03:00
Andrew Altshuler
b6d228ff54
test(cli): cluster e2e hardening — lost-state recovery, out-of-band drift, root destruction, multi-graph convergence (#166)
Four lifecycle compositions over the spawned binary that pin spec claims no
single-command test proves:

- Lost ledger: delete state.json -> re-import from the live graph -> re-apply
  converges onto the same content-addressed blobs (axiom 5's reconstructable-
  state resilience edge, end to end).
- Out-of-band schema apply (the Sarah/Bob violation): refresh marks
  graph/schema Drifted with schema_mismatch, status and plan surface it, and
  cluster apply refuses to silently correct it — state keeps the LIVE schema
  digest (drift correction is gated, axiom 8).
- Destroyed graph root: refresh records graph_missing drift and drops
  graph/schema digests while preserving query/policy; plan proposes deferred
  creates only; apply moves nothing and the catalog stays intact.
- Two graphs (one live, one not yet created) + a graph-spanning policy + a
  cluster-scoped policy: a single apply yields all four dispositions at once
  (applied/derived/deferred/blocked, deterministically ordered), then the
  second graph appears, refresh observes it, and apply converges.

Helpers: init_named_cluster_graph generalizes init_cluster_derived_graph;
write_multi_graph_cluster_fixture builds the two-graph config.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 00:59:20 +03:00
aaltshuler
69b63c33ac Merge remote-tracking branch 'origin/main' into feat/cluster-apply-stage3a 2026-06-10 00:45:03 +03:00
Andrew Altshuler
cec65b8ef8
docs(cluster): axiom 15 — single ownership, mode-switch migration, per-operator layer (#164)
Encode the omnigraph.yaml ↔ cluster.yaml coexistence rules that were implicit
across the specs:

- cluster-axioms.md: new axiom 15 — every fact has exactly one owner at a time;
  coexistence is a mode switch, never a merge; omnigraph.yaml's job description
  shrinks to the permanent per-operator layer. Added review-tension bullet.
- cluster-config-specs.md: "Migration model" subsection (three coexistence
  windows: no-conflict, Phase-5 mode switch, bridges-with-sunsets) and a
  "per-operator layer" completeness table (connection, credential reference,
  active context, ergonomics, personal aliases) with its global-config-dir
  destination per the RFC-002 direction.
- cluster-config-implementation-spec.md: Compatibility Stance #7–#9 (single
  ownership, shrinking role, bridges carry sunsets); Phase 5 boot is an
  exclusive XOR mode switch; fixed the duplicated recoveries/recovery dirs in
  the Phase-1 storage layout.
- docs/user/cluster-config.md: "Relationship to omnigraph.yaml" section in
  current-reality terms (cluster catalog is inspectable, not live).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-10 00:44:51 +03:00
devin-ai-integration[bot]
2c578a60b2
(feat) convert engine call sites to &dyn TableStorage; demote legacy TableStore methods to pub(crate) (#86)
* MR-854: convert engine call sites to &dyn TableStorage; demote legacy methods

Phase 1b: every db.table_store.X(...) call site converts to
db.storage().X(...), reaching the storage layer through the sealed
TableStorage trait (returns &dyn TableStorage). Opaque SnapshotHandle
and StagedHandle replace bare lance::Dataset and Transaction in the
threaded values.

Phase 9: the inherent inline-commit methods on TableStore
(append_batch, merge_insert_batch{,es}, overwrite_batch,
create_btree_index, create_inverted_index) demote from pub to
pub(crate). Their only remaining direct users are table_store.rs
itself and the bulk loader's LoadMode::{Append, Overwrite, Merge}
concurrent fast-paths in loader::write_batch_to_dataset (no
two-phase shape in Lance 4.0.0 — closes after lance#6658 and #6666).

Docs:
- invariants.md \u00a7VI.23: drop "at the writer-trait surface"
  qualifier; staged primitives are now the only engine surface.
- runs.md: residual matrix shrinks to delete_where and
  create_vector_index (the two upstream-blocked residuals).
- forbidden_apis.rs: replace transitional language with the
  current allow-list shape (table_store.rs + loader concurrent
  fast-path only).

Files touched:
- changes/mod.rs, db/omnigraph.rs (+export/optimize/schema_apply/
  table_ops.rs), exec/{merge,mod,mutation,staging}.rs,
  loader/mod.rs, storage_layer.rs, table_store.rs,
  tests/forbidden_apis.rs, docs/{invariants,runs}.md.

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: replace test-only inline-commit append callers with local Lance helpers

After demoting TableStore::append_batch from pub to pub(crate), the
integration tests in tests/recovery.rs and tests/staged_writes.rs
that previously called store.append_batch(...) directly to simulate
HEAD-ahead-of-manifest drift can no longer access the inherent
method. Replace those calls with small in-test helpers that do a raw
Dataset::append (the same body the inherent method runs).

- tests/helpers/mod.rs gains lance_append_inline (shared helper).
- tests/staged_writes.rs gets a file-local lance_append_inline_local
  (staged_writes.rs does not import helpers::).
- tests/recovery.rs drops the unused TableStore import in the one
  function whose store binding became unused after the conversion.

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: retrigger CI for flaky Test Workspace job

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: convert remaining table_store call sites in export.rs / read_blob

Two leftover `self.table_store.X` / `db.table_store.X` call sites were
missed in the initial sweep — flagged by Devin Review on PR #86. Both
now go through the trait surface:

- `entity_from_snapshot` (db/omnigraph/export.rs): switch from
  `db.table_store.open_snapshot_table` + `db.table_store.scan` to
  `db.storage().open_snapshot_at_table` + `db.storage().scan`.

- `read_blob` (db/omnigraph.rs): replace
  `snapshot.open(table_key)` + `self.table_store.first_row_id_for_filter`
  with `self.storage().open_snapshot_at_table` +
  `self.storage().first_row_id_for_filter`. The follow-up
  `take_blobs` call still needs an `Arc<Dataset>` (it's a Lance blob
  accessor not surfaced through the trait), so we hand off via
  `SnapshotHandle::into_arc()` with a comment.

After this commit, no engine code outside `table_store.rs` reaches the
inherent `TableStore` API — the docs/runs.md and docs/invariants.md
claim is now uniformly true.

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: post-rebase doc fixes (Lance 6.0.1, MR-A framing, into_dataset note)

Reviewer feedback on the rebased PR:

* docs/dev/writes.md residuals matrix: drop demoted methods from the trait-surface table (now `pub(crate)`); keep only the two genuine trait-surface residuals (`delete_where`, `create_vector_index`); reframe under MR-A (Lance v7.x bump) per docs/dev/lance.md.

* tests/forbidden_apis.rs: update transitional allow-list header to (a) drop the truncate_table mislabel (truncate_table is a Lance Dataset method, not a TableStore method — overwrite_batch's internal call), (b) reframe trait-surface residuals under MR-A / Lance #6666.

* crates/omnigraph/src/storage_layer.rs::SnapshotHandle::{into_arc, into_dataset}: add single-ref invariant doc — both consume Arc via try_unwrap-or-clone; sibling SnapshotHandle clones across an await point force a deep Dataset clone.

* Replace lance-4.0.0 version refs with lance-6.0.1 in active source/test/dev-doc comments (storage_layer.rs, table_store.rs, table_ops.rs, schema_apply.rs, merge.rs, recovery.rs, staged_writes.rs, consistency.rs, docs/dev/execution.md, docs/user/query-language.md). Historical refs in docs/releases/v0.4.1.md and the canonical "Lance 4.0.0 → 6.0.1 migration" line in docs/dev/lance.md left intact.

No engine code changes.

* MR-854: update docs/dev/invariants.md Storage trait row + gap entry

Reviewer feedback: the docs reorg landed; the invariant row now lives in
docs/dev/invariants.md with stable headings (no more numbered §VI.23).

Update two pieces to reflect MR-854 completion:

* Status table 'Storage trait' row: was 'full call-site migration ... incomplete';
  now 'engine call sites all route through db.storage() (MR-854); inline-commit
  inherent methods are pub(crate)-demoted; capability/stat surfaces are roadmap'.

* 'Known Gaps' 'Storage abstraction' entry: was 'older inherent TableStore call
  sites and inline residuals remain'; now names the closed scope (MR-854 — call
  sites migrated, methods demoted, loader fast-paths) and the remaining
  trait-surface residuals under MR-A (Lance v7.x bump) and Lance #6666.

Cross-links to docs/dev/lance.md and docs/dev/writes.md so the framing stays
co-located with the canonical Lance surface tracking.

* MR-854: remove dead inline-commit methods from the storage surface

The loader concurrent fast-path (write_batch_to_dataset) is only reached
for LoadMode::Overwrite — Append/Merge route through MutationStaging — so
its Append/Merge arms were unreachable. Collapse it to overwrite-only and
drop the now-unused mode params, which removes the only callers of:

- TableStorage::append_batch + TableStorage::merge_insert_batches (trait)
- TableStore::merge_insert_batch + merge_insert_batches (inherent)

create_btree_index / create_inverted_index had zero callers anywhere
(scalar index builds use the stage_* primitives). Remove both from the
trait and the inherent impl.

Inherent append_batch stays pub(crate): overwrite_batch and recovery
tests use it. Migrate the one trait-append_batch test caller
(seed_person_row) to stage_append + commit_staged. The merge_insert
FirstSeen-workaround rationale moves from the deleted merge_insert_batch
into stage_merge_insert (now the sole merge path). No behavior change.

Also corrects the inaccurate loader residual comment (the prior text
blamed Lance #6658/#6666, which are the delete and vector-index issues,
for keeping overwrite inline; a stage_overwrite primitive already exists
and schema_apply uses it).

* MR-854: seal db.storage() to staged-only; move residuals to InlineCommitResidual

Split the three remaining inline-commit writes (overwrite_batch,
delete_where, create_vector_index) off the TableStorage trait onto a new
sealed InlineCommitResidual trait, reachable only via the explicit
Omnigraph::storage_inline_residual() accessor. db.storage() now exposes
only staged primitives + reads, so engine code cannot couple a write
with a Lance HEAD advance through the default surface — MR-793 acceptance
§1 ("no public method commits as a side effect of writing") now holds by
construction, not by review + naming.

Call sites moved to storage_inline_residual(): loader overwrite
fast-path, the three mutation delete_where paths, the branch-merge
delete, and the vector-index build. Impl bodies are unchanged (same
delegation to the pub(crate) inherent methods); this is a pure surface
reshape with no behavior change.

The residual trait holds two genuinely upstream-blocked methods
(delete_where -> Lance #6658/v7.x, create_vector_index -> Lance #6666)
plus overwrite_batch, kept for the loader's cross-table bulk-overwrite
concurrency until its staged migration lands (tracked follow-up).

* MR-854 docs: describe the staged-only seal; fix stale Lance index URLs

- writes.md / invariants.md / AGENTS.md: the inline-commit residuals now
  live on InlineCommitResidual behind db.storage_inline_residual(), so
  acceptance §1 holds by construction rather than 'option (b)' per-method
  enumeration. Drop the inaccurate 'until Lance exposes
  Operation::Overwrite { fragments }' claim (that op exists; stage_overwrite
  already builds it) and reframe overwrite_batch as a removable legacy
  residual gated on the loader's bulk-overwrite concurrency.
- forbidden_apis.rs: rewrite the allow-list doc for the split surface.
- lance.md: the index spec pages moved from /format/table/index/ to
  /format/index/ in Lance 6.x (the old paths 404). Fix all 13 URLs.

* MR-854: fix stale lance-4.0.0 comment refs flagged in review

Addresses greptile (exec/merge.rs) and aaltshuler's stale-version blocker:
update lance-4.0.0 -> 6.0.1 in the comment/doc refs within this PR's
footprint (exec/merge.rs, exec/mutation.rs, docs/dev/writes.md). Also
corrects exec/merge.rs to cite lance#6666 (not #6658) for
build_index_metadata_from_segments — that is the vector-index segment-commit
API; #6658 is the two-phase delete. (Pre-existing 4.0.0 refs in untouched
files like architecture.md/storage.md are main's incomplete migration
cleanup, left out of scope.)

* fix(storage): stage loader overwrites

* fix(storage): stage empty schema rewrites

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Ragnor Comerford <ragnor.comerford@gmail.com>
Co-authored-by: Ragnor Comerford <hello@ragnor.co>
2026-06-09 23:03:08 +02:00
aaltshuler
40a21e4e77 docs(cluster): document Stage 3A config-only cluster apply
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-06-09 23:36:33 +03:00
aaltshuler
89b876c797 Add cluster state lock recovery 2026-06-09 22:31:46 +03:00
aaltshuler
d00d42274e Implement cluster refresh and import 2026-06-09 21:17:23 +03:00
Ragnor Comerford
e0d88d1295
fix(unique): collision-free tuple key shared by intake and merge, loud on un-keyable types (#160)
* fix(unique): collision-free tuple key shared by intake and merge, loud on un-keyable types

Hardening on top of #133. That PR introduced a shared
`loader::composite_unique_key(parts)` joining per-column scalars with U+001F
and routed both intake and branch-merge through it, closing the original
'|' vs U+001F separator drift. This takes the shared keying the rest of the
way to correct-by-design:

- Collision-free by construction: the key is now the tuple of per-column
  scalar strings (Vec<String>) keyed directly, no separator, so no data value
  (not even a literal U+001F) can forge a collision.
- One scalar converter across both paths: intake used an explicit type-match,
  merge used Arrow's array_value_to_string. Both now derive the key through
  composite_unique_key(group_columns, row), so they can't drift on conversion.
- Loud on un-keyable types: the scalar converter returned None for any Arrow
  type it didn't recognize, and the caller treated None as null-exempt, so a
  @unique on a column type it couldn't reduce (list, blob) was silently
  un-enforced. It now returns Err, surfacing the constraint it can't enforce
  instead of weakening it in silence.

Tests:
- consistency::composite_unique_key_is_consistent_across_intake_and_merge pins
  that intake and merge key the tuple identically (load-on-branch then merge
  of values containing '|').
- loader unit tests pin tuple keying + null exemption and the loud error on an
  un-keyable (binary) column.

Docs: invariants truth-matrix updated; stale loader/mod.rs line pointers fixed.
Scope unchanged: intra-batch / merge-candidate-set only; cross-version
uniqueness against committed rows stays a documented gap.

* fix(unique): cover all string encodings; make format_tuple private (PR #160 review)

Addresses two Greptile P2 comments on PR #160:

- unique_key_scalar handled only StringArray (Utf8). The loud-on-unknown-type
  behavior turned any legal string column that read back as LargeUtf8 or
  Utf8View into a hard write failure (the old code silently returned None). Add
  LargeStringArray and StringViewArray arms so a legal string column is keyable
  in every physical Arrow encoding; the Err path now fires only for a genuinely
  un-keyable logical type (list/blob/vector), never a legal value in an
  unenumerated encoding.
- format_tuple was pub(crate) but only used within loader/mod.rs; make it a
  private fn (matches the old format_unique_columns it replaced, minimal
  exposed surface).

New unit test unique_key_scalar_handles_all_string_encodings pins that Utf8 /
LargeUtf8 / Utf8View all render rather than error.
2026-06-09 19:28:21 +02:00
aaltshuler
b046515e1c Merge origin/main into cluster-config-docs 2026-06-09 18:11:12 +03:00
Ragnor Comerford
d0e39e677e
fix(maintenance): route uncovered drift through repair (#156)
* docs(invariants): note the non-atomic manifest->commit-graph publish gap

Every graph publish commits __manifest then appends _graph_commits as two
separate writes; a crash between them leaves the manifest ahead of the commit
DAG. Live reads + durability are unaffected (reads resolve via the manifest) and
recovery does not repair it; impact is bounded to commit history / time-travel
by commit id / merge-base completeness. Pre-existing across all publishes, not
the optimize reconcile specifically. Documented as a Known Gap; the fix is a
commit-graph reconcilable from the manifest, not a recovery sidecar.

* fix(maintenance): route uncovered drift through repair

* fix(maintenance): harden repair review feedback
2026-06-09 14:42:54 +02:00
Andrew Altshuler
ce150fb0ca
docs(testing): fix stale optimize test name in maintenance.rs row (#148)
The maintenance.rs row referenced `optimize_reconciles_preexisting_manifest_head_drift`,
which never existed (leftover from the reconcile-drift heuristic removed in #141).
The actual second test is `optimize_defers_when_recovery_sidecar_is_pending`.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-08 22:19:21 +03:00
aaltshuler
a7956ea5a9 Add cluster JSON state ledger status 2026-06-08 21:09:23 +03:00
aaltshuler
043b02e617 feat(cluster): add read-only validate and plan 2026-06-08 20:07:39 +03:00
aaltshuler
ab5f3b878a docs: add cluster config specs 2026-06-08 17:31:36 +03:00
Ragnor Comerford
e62d9166fb
fix: optimize publishes compaction; recovery roll-back converges manifest (#141)
* test(optimize): cover manifest publish + HEAD-drift reconcile

Red against the pre-fix optimize, which ran compact_files without
publishing the compacted version to __manifest:

- maintenance: optimize must publish so the manifest table_version
  tracks the compacted Lance HEAD and a later schema apply succeeds;
  and must reconcile a pre-existing manifest-behind-HEAD drift (forged
  via raw Lance compaction) so strict writes commit again.
- end_to_end + composite_flow: post-optimize query / strict update /
  reopen in the full lifecycle (the canonical flow previously omitted
  post-optimize writes as a documented "known limitation").
- failpoints: a crash between compaction and the manifest publish rolls
  forward on next open.

* fix(optimize): publish compaction to manifest and reconcile HEAD drift

optimize ran Lance compact_files without publishing the new version to
__manifest, so the manifest table_version lagged the Lance HEAD: reads
stayed pinned to the pre-compaction version, and the next schema apply or
strict update/delete failed its HEAD-vs-manifest precondition with
"stale view ... refresh and retry" (open-time recovery rollback inflated
the gap on retry).

optimize now publishes each compacted table's version under the
per-(table, main) write queue, guarded by a manifest CAS and a
SidecarKind::Optimize recovery sidecar (loose-match; roll-forward is safe
because compaction is content-preserving). When a table has nothing left
to compact but its Lance HEAD is already ahead of the manifest pin
(pre-fix drift, or a recovery restore commit), optimize reconciles the
manifest forward to HEAD (metadata-only, no sidecar). Caches and the
CSR/CSC graph index are invalidated after a publish.

Docs updated (maintenance, storage, branches-commits, writes, testing).

* test(recovery): rollback convergence + optimize-defer regressions

Red against the current code, landed before the fix:
- recovery: after the open-time sweep rolls a sidecar back, the manifest
  must track Lance HEAD (no residual drift) so a follow-up schema apply
  succeeds — the original "+1 per retry" loop. Today roll-back restores
  without publishing, so the manifest lags HEAD and the apply fails its
  HEAD-vs-manifest precondition.
- maintenance: optimize must refuse while a recovery sidecar is pending —
  operating on an unrecovered graph could publish a partial write the
  sweep would roll back.

Also removes optimize_reconciles_preexisting_manifest_head_drift: the
ad-hoc drift reconcile it covered is replaced by recovery-side convergence.

* fix(recovery): converge manifest on roll-back; optimize defers on pending recovery

Root of PR #141's review findings and the original "+1 per retry" loop:
a Lance HEAD ahead of the manifest was ambiguous (benign content-preserving
drift vs. a partial write a sidecar will roll back), and optimize's reconcile
guessed it benign. Close the class instead of guessing:

- Recovery roll-back now PUBLISHES the restored version (via a
  push_table_update_at_head helper shared with roll-forward), so the manifest
  tracks the Lance HEAD after recovery — symmetric with roll-forward. This
  fixes the +1 loop (after one roll-back the retry's HEAD-vs-manifest
  precondition passes) and removes the only remaining source of orphaned
  drift. The audit still records the logical rolled-back-to version; the
  manifest is published at the restore commit (identical content).
- optimize drops the ad-hoc drift reconcile and instead REFUSES when a
  __recovery sidecar is pending, so it only ever operates on a recovered
  graph (manifest == HEAD); its compaction publish can no longer commit a
  partial write. With the reconcile gone, the blob-skip-vs-reconcile gap is
  moot.

Updates the rollback recovery-test helper (manifest == HEAD after roll-back),
the failpoints assertions, and the user/dev docs.

* test(recovery): fix rollback assertion for manifest convergence

The roll-back-publishes change makes the manifest version advance after a
SchemaApply roll-back (to the old-schema content), so the
schema_apply_without_schema_staging_rolls_back_on_next_open assertion must
be `version > pre`, not `version == pre`. This update was dropped during
the commit churn and surfaced as a CI Test Workspace failure; the
old-schema-preserved intent stays covered by count_rows + _schema.pg + the
RolledBack convergence invariant.
2026-06-08 02:50:12 +03:00
Ragnor Comerford
54842808db
feat(engine): sweep & remove legacy __run__ branch guard (MR-770) (#132)
* feat(engine): sweep legacy __run__ branches via v2→v3 manifest migration

Pre-v0.4.0 graphs can carry stale `__run__<id>` staging branches on the
`__manifest` dataset, left by the Run state machine removed in MR-771. Lance's
`list_branches` still enumerates them, so they leak into `branch_list()` and
count as blocking branches at schema-apply time.

Add a one-time `migrate_v2_to_v3` arm to the internal-schema dispatcher: on the
first read-write open it enumerates `__manifest` branches, deletes every
`__run__*` ref, and bumps the stamp to 3. Idempotent under retry (re-enumerates
fresh each run). The `"__run__"` prefix is inlined so the migration does not
depend on the run_registry guard that MR-770 removes next.

This is the prerequisite sweep; the guard removal follows in the next commit.

* refactor(engine): remove the legacy __run__ branch guard (MR-770)

With the v2→v3 migration sweeping stale `__run__*` branches off `__manifest`
on first read-write open, the defense-in-depth `is_internal_run_branch` guard
is no longer needed.

- delete `db/run_registry.rs`; drop the module + re-export from `db/mod.rs`
- collapse `is_internal_system_branch` to the schema-apply-lock check only
- `ensure_public_branch_ref`: drop the run-ref rejection; `__run__*` is now an
  ordinary branch name
- `branch_merge`: reject `is_internal_system_branch` (was run-only) so the
  schema-apply lock is rejected consistently with create/delete — a small,
  deliberate tightening
- update the inline schema-apply test + the writes integration tests
  (`public_branch_apis_reject_internal_run_refs` →
  `public_branch_apis_reject_internal_system_refs`, which also asserts
  `__run__*` now creates successfully)
- docs: flip the "pending production sweep / defense-in-depth" notes to
  "auto-swept by the v2→v3 migration"; document the read-only-open limitation

Known residual: the inert `_graph_runs.lance` / `_graph_run_actors.lance` bytes
remain until a `StorageAdapter::delete_prefix` primitive lands.

* fix(engine): run __run__ sweep at Omnigraph::open, not only on publish

Review (PR #132) caught a regression: removing __run__ from
`is_internal_system_branch` exposed legacy `__run__*` branches to the
schema-apply blocking-branch checks (schema_apply.rs:104 and :778) and to
`branch_list()`, but the v2→v3 sweep ran only inside the publisher's
`load_publish_state`. On a pre-v0.4.0 graph whose first write is a schema
apply, the blocking-branch check fires before any publish, so apply failed
with "found non-main branches: __run__…". The same lazy timing also created a
reverse hazard: a user-created `__run__*` branch on a still-v2 graph could be
deleted by the first publish's sweep.

Fix: run the internal-schema migration in `Omnigraph::open(ReadWrite)` (new
`manifest::migrate_on_open`), before the coordinator reads branch state. The
sweep now lands before any branch-observing code, and a graph is stamped v3 at
open — so the one-time sweep can never catch a legitimately-created branch.
Both checks and `branch_list` see the swept graph; correct by construction for
every write path.

Accepted residual: a read-only open of an unmigrated legacy graph still lists
`__run__*` (read-only opens must not write, so they can't sweep). Documented.

Regression test `legacy_run_branch_is_swept_on_open_and_does_not_block_schema_apply`
confirmed RED before the fix (panicked on the branch_list leak assertion) and
GREEN after. Also updates the stale schema_apply.rs comment, the writes.md
"Migration code" section, and adds the v3 row to storage.md's migration table.

* test(engine): sweep multiple legacy __run__ branches; doc nit

Strengthen the v2→v3 migration test to synthesize three `__run__*` branches
(a real legacy graph accumulates one per run) so the migration's delete loop
is exercised on a single reused dataset handle, not just a single branch.
Confirms multi-branch deletion is safe.

Also drop a stale "active runs" reference from the branch_delete doc line.

* fix(engine): force-delete in __run__ sweep for concurrency safety

`migrate_v2_to_v3` ran `Dataset::delete_branch` (= `branches().delete(.., false)`),
which errors "BranchContents not found" if the branch is already gone. Since the
sweep now runs in `Omnigraph::open(ReadWrite)`, two processes opening the same
legacy v2 graph concurrently would race: one wins each delete, the other's open
fails. The migration only claimed idempotency under *sequential* retry.

Switch to `Dataset::force_delete_branch` (= `delete(.., true)`), Lance's
documented path for cleaning up zombie branches, which tolerates an
already-absent branch. The sweep is now idempotent under concurrent runners and
robust to partial/zombie state. Found in self-review; no behavior change for the
common single-open path.

* docs(release): note MR-770 __run__ cleanup in v0.6.1

* docs(branches): reconcile branch cleanup semantics
2026-06-07 18:33:14 +03:00