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Ragnor Comerford
1c5cb8741e
feat(engine): graph lineage in __manifest — single-source fold, v3→v4 migration, schema-version floor (#299)
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* docs(rfc-013): bank the #295 spec-review comments as step-5 constraints (§5.1)

3b shipped a minimal WriteTxn{branch,base} and deferred the full §4.1 opener
unification (pinned-base opener, shared Session, write-local handle cache,
strict-op conflict-timing move) to step 5. The greptile comments on the #295
spec were moot for #298 (none of those constructs were built) but are
load-bearing for step 5: (1) the handle cache must be Send+Sync (Mutex, not
RefCell); (2) the strict-op timing move needs an explicit retry contract — txn
discarded after any commit, retry re-opens a fresh base — which is the SAME
contract as the stale-view false-fail (§1d.2); (3) the opener-equivalence test
must advance HEAD externally then assert pinned-base, not the trivial HEAD==base.

* feat(engine): fold graph lineage into the __manifest publish CAS (RFC-013 Phase 7)

Graph lineage no longer lives in a second write to _graph_commits.lance. Each
commit's graph_commit + graph_head:<branch> rows now ride the SAME __manifest
merge-insert as the table-version rows (one atomic version), and CommitGraph reads
its cache from the manifest projection (read_graph_lineage). _graph_commits.lance is
no longer written commit rows (it remains only as a Lance branch-ref carrier).

Mechanism: a LineageIntent { graph_commit_id (ULID, minted once), branch, actor,
merged_parent, created_at } threads through ManifestBatchPublisher::publish. Inside
the publisher retry loop the parent is resolved per attempt from the just-loaded
branch-scoped manifest (the should_replace_head winner over the visible graph_commit
rows — branch-correct by Lance branch isolation; the graph_head row is written for
forward-compat + the §7.1 contention point but is not the parent source, so a
freshly-forked branch resolves the right fork-point parent). A CAS-conflict retry
re-reads the advanced head → correct new parent; the commit_id is stable across
retries.

Closes two known gaps BY CONSTRUCTION (one write, no second step to fail/ race):
- manifest→commit-graph atomicity (no crash window between manifest + lineage),
- commit-graph parent under concurrency (no refresh→append TOCTOU; the per-write
  commit_graph.refresh() is gone).

Recovery, branch-merge, and genesis route their lineage through the same CAS
(merge: one commit_merge_with_actor; recovery: publish_recovery_commit folds the
recovery commit, actor=omnigraph:recovery; genesis rides the init __manifest write).
The dead _graph_commits write helpers (append_commit/_merge/_actor) are
#[allow(dead_code)] (the actor sidecar table is still enumerated by optimize).

Verified (sequential): build clean; the new lineage_projection gate (manifest-only —
_graph_commits/_actors have 0 rows; full lineage reconstructs via the projection);
branching/merge_truth_table (exhaustive, branch-aware)/composite_flow/point_in_time/
changes/consistency/recovery; failpoints (59, incl. recovery lifecycle + the
now-closed atomicity gap); full --workspace. Cost tests REVERT to their pre-fold
values (writes +1, write_cost ceiling 80) — the proof of true single-CAS (no extra
write). invariants.md marks both gaps CLOSED.

PENDING (next stages, this PR): the §7.1 concurrent graph_head one-winner gate (stage
5 — two concurrent same-branch commits, exactly one wins); the stamp bump v4 +
migrate_v3_to_v4 backfill + read-only refuse for EXISTING graphs (stage 4); full
doc-sync of storage.md/architecture.md/writes.md.

* feat(engine): migrate existing v3 graphs to manifest lineage (RFC-013 Phase 7 stage 4)

The Phase-7 fold made CommitGraph read lineage from the __manifest projection, so a
pre-Phase-7 (internal-schema v3) graph — lineage in _graph_commits.lance, none in
__manifest — would read an empty commit DAG. Stage 4 makes existing graphs upgrade
seamlessly and not break reads.

- Stamp 3 -> 4 + migrate_v3_to_v4: bumps INTERNAL_MANIFEST_SCHEMA_VERSION and adds the
  3 => migrate_v3_to_v4 arm. The migration reads this branch's _graph_commits/_actors,
  emits one graph_commit row per commit + exactly one graph_head:<branch> for the head
  (should_replace_head winner, deterministic id-sort — no hash-map-order in migration
  output), merge-inserts into __manifest, then set_stamp(4) LAST. Idempotency guard
  first (read_graph_lineage non-empty -> just stamp); crash before set_stamp re-enters
  at v3 and the guard completes it. Does NOT touch the unenforced-PK metadata. Runs per
  branch: migrate_on_open backfills main; load_publish_state backfills each branch on
  its first write (root_uri/branch threaded through migrate_internal_schema).
- v3-read fallback: CommitGraph version-gates the lineage source — stamp < 4 reads the
  (re-activated) _graph_commits.lance; >= 4 uses the manifest projection. So a READ-ONLY
  open of an un-migrated graph reads correct history with no write. Correctness catch:
  the legacy _graph_commit_actors.lance was never branched, so the fallback reads it
  FLAT (no branch checkout) while checking out the branch only on the commits dataset.
- Read-only stamp-refuse: a ReadOnly open of a FUTURE-stamped graph now refuses with the
  same upgrade error (future-proofing the next format bump; the write path already
  refused via migrate_internal_schema).
- Docs: storage/architecture/writes/invariants/constants updated to manifest-stored
  lineage; release note docs/releases/v0.8.0.md (format v4, old writers clean-break,
  data preserved, upgrade writers first).

6 new tests (v3 backfill, idempotent, v3 read-only fallback, future-stamp refuse in both
modes, crash-before-stamp completes, legacy branch+flat-actor read). Full engine suite +
failpoints (59) + cargo test --workspace --locked green; check-agents-md passes.

* test(engine): graph_head concurrency gate — disjoint same-branch writers form a linear commit DAG (RFC-013 Phase 7)

Two (or N) writers committing disjoint tables on one branch still share the
mutable `graph_head:<branch>` manifest row, so the only row-level CAS
contention is that row. The contract — exactly one writer wins each CAS round;
the loser retries inside the publisher, re-resolves its parent off the
freshly-advanced head, and re-commits, so every writer lands and the
graph_commit DAG stays a single LINEAR chain (no fork) — had no acceptance
test. This adds it.

- concurrent_disjoint_writes_share_head_and_form_linear_chain: two disjoint
  writers + distinct LineageIntent, tokio::join!; both commit; the on-disk DAG
  is genesis -> c -> c' (asserted linear: exactly one genesis, no two commits
  share a parent, the head is the unique non-parent).
- n_concurrent_disjoint_writers_converge_to_one_linear_chain: N=8 disjoint
  writers each with an app-level retry loop (the publisher's internal budget
  can be exhausted under contention); all converge to one linear chain of 8.
- concurrent_disjoint_writes_form_linear_chain_on_s3: the same race on a real
  object store (true conditional-put CAS), bucket-gated.

Cites both tests from the §7.1 contention note in invariants.md.
Test-only; no production change.

* perf(engine): fold the lineage parent scan into the publish path's single __manifest scan (RFC-013 P2)

Each lineage publish scanned `__manifest` twice: `load_publish_state` read
table state via one scan, then `resolve_lineage_rows` did a second full
`read_graph_lineage` scan only to find the parent commit. Fold the
`graph_commit` extraction into the existing scan.

- `read_manifest_scan` gains a `collect_lineage` flag. The publish path
  (`read_publish_scan`) collects the `graph_commit` rows in the same pass; the
  table-state hot path leaves them in the forward-compat skip arm, so it never
  pays the O(commits) lineage JSON decode (it also skips reading the
  `object_id` column entirely). One shared `decode_graph_commit_row` serves
  both the folded path and the standalone `read_graph_lineage`, so the two
  cannot drift.
- `resolve_lineage_rows` is now sync and takes the already-parsed rows; the
  per-attempt re-read is preserved because `load_publish_state` runs once per
  CAS attempt, so a retry still re-parents off the advanced head.
- `load_publish_state` returns a named `LoadedPublishState` instead of a
  four-tuple; the thin `read_registered_table_locations` /
  `read_tombstone_versions` accessors fold away. `read_manifest_entries` becomes
  `#[cfg(test)]`: the fold removes its last production caller, leaving only the
  test-only namespace module (`db/manifest.rs`: `#[cfg(test)] mod namespace`),
  so gating it keeps it from becoming dead code in non-test builds.

Measured at depth ~5: per-write `__manifest` reads drop 44 -> 26 (total reads
54 -> 36). write_cost.rs gains a `manifest_reads <= 34` sub-ceiling that trips
if a publish-path scan is re-added, and its calibration comment is corrected.

* test(engine): red — transient legacy-open failure silently completes the v3→v4 migration

A pre-Phase-7 (internal schema v3) graph keeps its graph lineage in
`_graph_commits.lance`; the v3→v4 internal-schema migration backfills it into
`__manifest` and stamps v4. `read_legacy_commit_cache` currently maps EVERY
`Dataset::open` error to "no legacy data" (`Err(_) => empty`), so a transient or
corrupt open during the one-time migration backfills nothing and still stamps
v4 — orphaning the real lineage permanently (the migration runs once; the v3
fallback is then disabled).

Add a `migration.v3_to_v4.legacy_open` failpoint that injects a non-not-found
Lance error at the legacy open, and a fault-injection regression test in the
`failpoints` binary. Against the current swallow the migration completes anyway,
so the test fails on its "migration must abort" assertion — the predicted
symptom. The fix follows in the next commit.

Test support reachable from the `failpoints` integration binary (it compiles the
crate without `cfg(test)`): the v3-fixture helpers and a stamp/row-count reader
are gated `cfg(any(test, feature = "failpoints"))`, still excluded from release
builds. Failpoint tests stay in the integration binary because the fail registry
is process-global.

* fix(engine): propagate non-not-found legacy-open errors in the v3→v4 migration

`read_legacy_commit_cache` mapped EVERY `Dataset::open` error to an empty cache
(`Err(_) => empty`) on both the legacy commits dataset and its actor sidecar. The
v3→v4 internal-schema migration reads this once before stamping internal-schema
v4; a transient or corrupt open therefore backfilled nothing and stamped v4
anyway, orphaning the graph's real lineage permanently (the migration runs once,
and the stamp-gated v3 fallback is disabled at v4). This is the "no silent
failures" deny-list violation, and realistic on object storage.

Both opens now match the not-found variants — Lance maps an object-store NotFound
to `DatasetNotFound` — as the benign "no legacy data" / "no authors" signal, and
propagate anything else as a loud error. The two arms share the variant contract
but carry different rationale (commits-absent is the legitimate empty signal;
actor-sidecar-absent is benign, but a corrupt actor open silently wiping
authorship before stamping v4 is the same loss hole), commented at each site.

Pinned by the `lance_surface_guards.rs::dataset_open_missing_returns_not_found_variant`
guard (turns red if a Lance bump changes the absence variant) and greens the
fault-injection regression test from the previous commit.

* test(engine): cover the per-branch v3→v4 migration against a real Lance branch

`seed_legacy_v3_lineage` writes every commit (including the "feature"-tagged one)
to MAIN's `_graph_commits.lance` with `manifest_branch` as a mere field, so the
production per-branch migration path — `read_legacy_commit_cache` checking out a
real Lance branch, and a branch-scoped `__manifest` — was never exercised.

Add `seed_legacy_v3_lineage_with_branch`, which forks a real `feature` Lance
branch on BOTH `_graph_commits.lance` and `__manifest` (the branch inherits
main's stripped v3 state), and a test that migrates the BRANCH and asserts the
branch's lineage lands in the BRANCH's `__manifest` (genesis + A + branch commit,
`graph_head:feature` → branch commit, parents + actors intact) with main's
`__manifest` untouched.

This empirically resolves the open question behind the merge robustness work: the
fast-path `read_graph_lineage(dataset)` has no `manifest_branch` filter, but
`__manifest` is Lance-branched per graph-branch, so a branch reads only its own
lineage — the test confirms migrating one branch does not leak into another. No
branch filter is needed.

* refactor(engine): type the lineage-backfill merge conflict via the publisher classifier

`state::merge_lineage_rows` (the v3→v4 lineage backfill's standalone `__manifest`
merge-insert) stringified its `execute_reader` error, discarding the Lance
variant. Route it through the publisher's `map_lance_publish_error` (now
`pub(crate)`) so a concurrent first-open's row-level CAS loss surfaces as the
SAME typed `OmniError::Manifest{ details: RowLevelCasContention }` the publisher's
own retry consumes — one vocabulary, no raw-Lance matching in the migration.

Deliberately NOT unified with `optimize::is_retryable_lance_conflict`: that
classifier also matches `CommitConflict`/`RetryableCommitConflict` from the
compaction commit path, which a row-level merge-insert never emits. Cross-linked
with a comment at both sites.

Behavior-preserving: the only path that changes is the error TYPE on a CAS loss
(previously an opaque `Lance` string, now a typed conflict); no success/failure
outcome changes. The bounded re-open retry that consumes the new type lands next.

* test(engine): red — concurrent v3→v4 migrations error instead of converging

`migrate_v2_to_v3` is concurrent-runner idempotent by design; v3→v4 regressed it.
`merge_lineage_rows` uses `conflict_retries(0)` and `migrate_v3_to_v4` has no
app-level retry, so when two processes open the same legacy graph at once the
backfill's row-level CAS loser errors the whole open instead of converging.

The test opens two `__manifest` handles at the same pre-migration (v3,
empty-lineage) HEAD and runs both `migrate_internal_schema` calls under
`tokio::join!`, forcing the `graph_head:main` CAS to fire every run. Against the
current code the loser fails with `RowLevelCasContention` ("Attempted 0
retries.") — the predicted symptom — so the "both must converge" assertion
panics. The bounded re-open retry that makes both converge lands next.

* fix(engine): make the v3→v4 lineage backfill converge under concurrent runners

`migrate_v2_to_v3` is concurrent-runner idempotent; v3→v4 was not. Two processes
(or open-for-write handles) opening the same legacy graph at once both reach the
backfill merge, and `merge_lineage_rows`'s `conflict_retries(0)` made the
row-level CAS loser error the whole open instead of converging.

Two contention points, both now handled all-or-nothing:

1. The backfill merge on `graph_head:<branch>`. Wrap (fast-path re-read → read
   legacy → merge) in a bounded re-open retry loop: a `RowLevelCasContention` loss
   re-opens the manifest past the winner's (atomic) commit and re-loops; the
   fast-path re-read then sees the winner's lineage and stamps. On budget
   exhaustion it returns a `RowLevelCasContention`-typed error so the publisher's
   OUTER retry loop completes it. The retry decision reuses the publisher's
   `is_retryable_publish_conflict` so the two stay in lockstep.

2. The terminal stamp bump. Making the merge loser converge newly lets BOTH
   runners reach `set_stamp(4)` — an `UpdateConfig` commit on the same key — so the
   loser gets `lance::Error::IncompatibleTransaction` (NOT a row-level CAS, so the
   merge loop doesn't catch it). This surfaced only under the concurrent
   full-suite run, not the isolated test. Both write the SAME value, so the
   conflict is benign: `commit_v4_stamp_idempotently` re-opens and, if the stamp
   already reached the target, succeeds; else re-applies (bounded).

Greens the race test from the previous commit (3x isolated, 5x full-suite, no
flake). The new `IncompatibleTransaction` match is pinned by
`lance_surface_guards.rs::lance_error_incompatible_transaction_variant_exists`.

* fix(engine): refuse a future internal-schema stamp on the branch read path

`load_commit_cache_for_branch` dispatched on the branch's internal-schema stamp —
`< CURRENT` to the v3 legacy fallback, `>= CURRENT` to the manifest projection —
but never refused a `> CURRENT` branch stamp, so a newer-binary shape would be
misread by the projection rather than rejected.

Add `refuse_if_stamp_too_new(stamp)` (re-exported `pub(crate)` from `migrations`)
right after the branch stamp is read, mirroring the main read path's
`refuse_if_internal_schema_too_new`. This is defense-in-depth, not a live hole:
migrations run main-first (main migrates on open; each branch on its first write),
so main's stamp is always >= every branch's and the main path refuses first. The
guard closes the gap if that ordering invariant is ever weakened.

Tested by force-stamping a real branch past CURRENT and asserting the branch read
refuses with the upgrade error (the test misreads via the projection — returns Ok
— without the guard, confirmed by removing it).

* docs(rfc-013): record the v3→v4 migration robustness fixes

invariants.md Known Gaps: the `migrate_v3_to_v4` entry now states the migration is
loud on non-not-found legacy-open errors and concurrent-runner idempotent (bounded
re-open retry on the merge CAS + idempotent stamp bump), and that the branch read
path refuses a `> CURRENT` stamp.

lance.md: note the two new surface guards the migration depends on
(`dataset_open_missing_returns_not_found_variant`,
`lance_error_incompatible_transaction_variant_exists`).

testing.md: note the migration fault-injection test in the failpoints row.

* refactor: remove dead code and silence warnings across engine + cluster

Dead-code sweep follow-up to the RFC-013 stack. No behavior change.

- engine: delete the orphaned `validate_edge_cardinality` — the load path uses
  `validate_edge_cardinality_with_pending_loader` for every mode (including
  Overwrite, which it treats as the replacement table image), so the old
  standalone validator had no caller — and correct its sibling's now-stale doc
  reference. Gate `TableStore::append_batch` `#[cfg(test)]`: it is the inline-
  commit residual kept only for recovery test setup, with no non-test caller.
- cluster: drop unused imports in `lib.rs`, delete the unused
  `ClusterStore::payload_display`, and raise `LiveGraphObservation` /
  `GraphObservationJson` / `PolicyTarget` to `pub(crate)` to match the functions
  that return them.

Both lib crates now build warning-free.

* fix(engine): match Lance's typed DatasetAlreadyExists, not the message string

The internal create-or-open idempotency fallbacks in `db/commit_graph.rs` and
`db/recovery_audit.rs` classified the "already exists" race by
`err.to_string().contains("Dataset already exists")` — a Lance display string,
not an API contract. A wording change upstream would silently break the fallback
(a re-create would error instead of opening the existing table). Match the typed
`lance::Error::DatasetAlreadyExists { .. }` variant instead — the same discipline
as the v3→v4 migration's not-found classifier — pinned by the new
`lance_surface_guards.rs::lance_error_dataset_already_exists_variant_exists`
guard so a Lance rename turns red instead of silently regressing.

* refactor(engine): consolidate now_micros into one crate::db helper

Four `fn now_micros() -> Result<i64>` copies (commit_graph, recovery_audit,
graph_coordinator, manifest/graph) had already drifted: three mapped the
clock error to `OmniError::manifest("...UNIX_EPOCH...")` while recovery_audit
used `OmniError::manifest_internal("...unix epoch...")`. Replace all four with
one `pub(crate) fn now_micros()` in `db/mod.rs` (the majority `manifest`
variant), and repoint the eight call sites at `crate::db::now_micros()`. No
test asserts on the failure message, so unifying the variant is behavior-safe;
the timestamp-mapping contract can no longer fork across the rows it stamps.

* refactor(engine): drop the dead snapshot param from roll_back_sidecar

`roll_back_sidecar` took `snapshot: &Snapshot` only to discard it with
`let _ = snapshot;` — rollbacks now always publish (the restored HEAD plus a
recovery-commit lineage row), so the snapshot is never read to decide whether
to skip a publish. Remove the parameter, the two call-site arguments, and the
suppressor. A signature must not advertise inputs it does not consume. The
`Snapshot` import stays — `process_sidecar`, `roll_forward_all`, and
`record_audit_recovery_rollforward` still take it.

* test(engine): red — open_at_branch wedges a branch on a missing commit-graph ref

A v4 graph keeps its graph lineage in `__manifest` (RFC-013 Phase 7); the
`_graph_commits.lance` branch ref is a derived artifact. An interrupted
fork-reclaim or a `cleanup` race can drop that derived ref while the manifest
lineage stays intact. Per invariants 7 + 15 a missing derived ref must not fail
a logical read of the lineage.

This wedge builds a real v4 `feature` branch (its `graph_head:feature` row in
`__manifest`), force-deletes ONLY the `_graph_commits.lance` `feature` ref, then
asserts the branch reads (`open_at_branch` / list-commits / `merge_base`)
succeed from `__manifest` while a write that needs the derived ref
(`create_branch`) fails loudly with the typed actionable error.

Red against current code: `open_at_branch`'s hard `checkout_branch(branch)?` on
the missing ref errors `OmniError::Lance` (Lance "Not found:
_graph_commits.lance/tree/feature/_versions"), wedging the logical read.

* fix(engine): read manifest lineage independent of the derived _graph_commits ref

`CommitGraph::open_at_branch` did a hard `checkout_branch(branch)?` on the
`_graph_commits.lance` branch ref before reading lineage — so a missing derived
ref (an interrupted fork-reclaim, or a `cleanup` race) wedged the branch's
commit-list / merge-base / snapshot resolution even though the lineage is
readable from the authoritative `__manifest` (RFC-013 Phase 7). That is a
derived/physical artifact failing a logical read — invariants 7 and 15.

Make the held commits handle `Option<Dataset>` (mirroring `actor_dataset`).
`open_at_branch` and `refresh` check out the derived ref best-effort: a typed
not-found (`RefNotFound`/`NotFound`) yields a `None` handle while the read
re-syncs from `__manifest`; any other open error still propagates. The manifest
existence gate is unchanged — `load_commit_cache_for_branch` keeps its hard `?`,
so a truly absent branch still fails loudly at the manifest. `create_branch`
(the only writer that forks a ref) and the folded-in version lookup return a
loud, actionable error on `None`, deferring repair to `cleanup`'s existing
orphan reconciler rather than inlining a write on a read-side refresh. Reads
(`head_commit`/`load_commits`/`get_commit`/`merge_base`) never touch the handle.

Greens the wedge regression from the preceding commit.

* fix(engine): v3→v4 retry loops return retryable contention on exhaustion

`commit_v4_stamp_idempotently`'s retry loop used `0..=STAMP_RETRY_BUDGET`
(6 iterations) with an `attempt < STAMP_RETRY_BUDGET` guard, so the LAST
iteration's `IncompatibleTransaction` fell through to
`Err(e) => OmniError::Lance(...)` — stringified, non-retryable — instead of the
intended `RowLevelCasContention`, and the post-loop contention return was dead
code. The publisher's outer retry only re-runs `is_retryable_publish_conflict`,
so under sustained concurrent v3→v4 migration the one-time stamp bump could fail
instead of converging, defeating the idempotency the migration is supposed to add.

Fix the loop to `0..BUDGET` with an UNGUARDED `IncompatibleTransaction` arm: the
retryable variant is always handled inside the loop (re-open + same-value check +
retry), so it can never reach the stringifying catch-all, and the post-loop is the
SINGLE reachable exhaustion path — the typed `RowLevelCasContention`. The `Err(e)`
arm now catches only genuine non-contention errors. Apply the same range alignment
to the sibling merge loop in `migrate_v3_to_v4` (behaviorally correct today — its
`Err(err)` returns the already-typed contention — but it carried the identical
off-by-one structure the stamp loop was copied from; aligning both stops the next
copy from re-introducing it).

Test-first. The exhaustion path is otherwise near-unreachable — a real concurrent
winner stamps the same value, so the re-read returns Ok on the first retry — so a
new `migration.v4_stamp.force_incompatible` failpoint forces every stamp attempt to
lose, driving exhaustion deterministically. Against the pre-fix loop the new
`v4_stamp_exhaustion_returns_retryable_contention` test goes red with
`Lance("Incompatible transaction: injected failpoint triggered…")`; with the fix it
asserts the typed `RowLevelCasContention`. Found by automated review on #299.

* feat(engine): minimum-supported internal-schema floor + retirement tripwire

The internal-schema migration chain (`migrate_internal_schema`) had a too-new
ceiling but no floor, so every old `migrate_vN_…` arm and the v3 legacy readers
it needs stay forever — the pile grows by one migration + readers + tests every
schema version. Add `MIN_SUPPORTED_INTERNAL_SCHEMA_VERSION` (1 today, a pure
no-op: `read_stamp` floors an absent stamp at 1 and no real graph carries 0) as
the oldest stamp this binary opens; raising it is how the chain sheds old code.

Collapse the one-sided `refuse_if_stamp_too_new` into `refuse_if_stamp_unsupported`
checking both bounds, so the floor lands at all three stamp-enforcement sites —
the write-path migrate dispatcher, the read-only open guard, and the branch
lineage-read path (`commit_graph.rs`) — via one compiler-enforced rename. A
hand-wired floor twin would have had to touch each site, and the branch-read path
is easy to miss; one combined guard cannot half-enforce. Rename the read-only
wrapper `refuse_if_internal_schema_unsupported` to match.

A compile-time tripwire (`const _: () = assert!(LOWEST_REGISTERED_MIGRATION_SOURCE
== MIN_SUPPORTED…)`) fails the build if a future floor bump forgets to delete the
now-dead migration arm (or vice versa) — stronger than a runtime test, impossible
to skip, and it doubles as the use that keeps the mirror const live.

Tests: a sub-floor graph is refused in both open modes (twin of
`future_stamp_is_refused_in_both_open_modes`); the guard accepts exactly
[MIN, CURRENT]. No behavior change for any real graph. The retirement runbook
lives on the `MIN_SUPPORTED` doc-comment + invariants.md.

* fix(engine): compose migration contention with publisher retry; precise recovery-converge audit commit

Three review-surfaced fixes on the RFC-013 Phase 7 path.

Publisher retry vs migration contention: `publish()` propagated a
`load_publish_state` error fatally via `?`, so a `RowLevelCasContention` surfaced
by the v3->v4 migration's exhausted merge/stamp budgets aborted the publish
instead of being retried — only `merge_rows` conflicts hit the retry. This
contradicted the migration's own design, which returns that typed error
EXPECTING the publisher to re-run the load (by which point a concurrent winner
has usually finished the migration, so the next scan is a no-op). Route a
retryable load error through the same retry path as a retryable `merge_rows`
conflict. Regression test (failpoints): a one-shot retryable contention injected
into `load_publish_state` now commits via the retry; red without the fix (the
write fails with the injected contention).

Recovery-converge audit commit id: `converge_or_defer_roll_forward` recorded the
branch HEAD as the audit row's `graph_commit_id`, but a concurrent user write can
advance `graph_head` past the recovery commit between the winner's publish and
this read — attributing the audit to a later, wrong commit. Use the latest
`RECOVERY_ACTOR`-authored commit (what `publish_recovery_commit` mints), which is
the recovery commit by construction. The audit's actor was already correct (it
comes from `sidecar.actor_id`, not the commit).

Dead param: drop the unused `snapshot` from `record_audit_recovery_rollforward`
(removing the `let _ = snapshot;` suppressor). `storage` stays — it is used to
delete the sidecar.
2026-06-25 13:55:34 +02:00
Ragnor Comerford
b6c19bfa5d
release: v0.7.2 (#301)
Patch release over v0.7.1: write-path latency reductions (#288 direct table
opener, #298 schema-once + open-each-table-once) and three correctness fixes on
the maintenance and recovery paths (#297 optimize survives a cross-process write
race, #291 optimize compacts the internal metadata tables + non-destructive
auto_cleanup strip, #296 recovery converges under a concurrent manifest advance).
No breaking changes, no on-disk format change, no migration.

Version coherence: all 7 crate manifests + path-dep constraints, Cargo.lock,
openapi.json, and the AGENTS.md surveyed version bumped 0.7.1 -> 0.7.2. Build
green under --locked; OpenAPI drift check green.
2026-06-25 09:08:12 +02:00
Ragnor Comerford
4a5277b9c0
fix(recovery): converge roll-forward on concurrent manifest advance (#296)
* refactor(storage): gate test-only TableStore::append_batch behind cfg(test)

The inherent append_batch is used only by in-source recovery test setup, but
the non-test lib build (cfg(test) off) cannot see those callers and emitted a
dead_code warning. Gating the method #[cfg(test)] silences the false positive
and enforces its own doc contract ("no new engine call sites") by construction
— engine code physically cannot call a cfg(test) method.

* test(failpoints): harden fault-injection harness + reproduce roll-forward CAS race

Hardens the test infrastructure around the process-global `fail` registry, and
adds a deterministic red repro for the open-time recovery sweep's roll-forward
CAS race (iss-schema-apply-reopen-recovery-race). The fix lands in the next
commit — this commit is intentionally red (rule 12: red→green visible in log).

Harness:
- One `ScopedFailPoint` (engine) gaining `with_callback`; the cluster duplicate
  is removed and cluster tests reuse the engine type via `omnigraph/failpoints`.
- `#[serial]` on every failpoint test (the registry is process-global, so shared
  names interfere under parallelism); `serial_test` added to cluster dev-deps.
- `helpers::failpoint::Rendezvous` (park-first / wait-until-reached / release)
  replaces fixed-`sleep` cross-thread coordination; the three concurrent tests
  now rendezvous deterministically. The reached flag doubles as a fired-assert.
- Compile-checked `failpoints::names` catalog (engine + cluster); every call
  site references a const, and `failpoint_names_guard.rs` enforces "no string
  literal names" by source-walk, so a typo is a build error not a silent no-fire.

Red repro:
- New `recovery.before_roll_forward_publish` failpoint at the sweep's
  classify -> publish-CAS window (the only injection point there).
- `open_sweep_roll_forward_converges_when_manifest_advances_concurrently`: two
  concurrent open-sweeps race one pending sidecar; the sweep parked at the
  failpoint loses its publish CAS to the other and fails the open with
  `ExpectedVersionMismatch`. FAILS at this commit by design.

* fix(recovery): converge roll-forward when the manifest advances concurrently

The open-time recovery sweep classified a pending sidecar as RolledPastExpected,
then published a manifest CAS at the sidecar's pinned expected_version. Under a
concurrent writer that advanced the manifest past expected during the
classify -> publish window, the CAS failed with ExpectedVersionMismatch and
`?`-propagated, failing the whole Omnigraph::open.
iss-schema-apply-reopen-recovery-race.

A roll-forward's postcondition is "the manifest reflects the sidecar's committed
Lance state", not "this sweep won the CAS" (invariants 7 & 15). On an
ExpectedVersionMismatch, re-read the live manifest and check whether the
sidecar's intent is already satisfied (every pinned table at a version >= the
one we observed and tried to publish; added tables registered; tombstones gone
— sound under the heal-first invariant, documented at the check). If satisfied,
this is convergence: record the RolledForward audit + delete the sidecar
idempotently. If only partway, defer to the next pass. Either way the open no
longer fails. Other errors still propagate; a genuine logical conflict
resurfaces via the classifier's InvariantViolation.

Turns the red repro from the previous commit green. The roll-BACK twin
(iss-recovery-sweep-live-writer-rollback) is destructive (Lance Restore) and
still needs a cross-process lease — the known-gap is updated accordingly.

* Address PR review: harden failpoint name guard + dedupe converge audit

Two issues surfaced in PR review of the failpoint hardening + recovery fix:

1. Name guard had a line-split blind spot. It scanned per line, so a call
   wrapped across lines (`park_first(\n    "name",\n)`) put the literal on a
   different line than the call prefix and bypassed the "no string-literal
   failpoint names" check — and one such literal
   (`mutation.delete_node_pre_primary_delete`) had slipped through. Make the
   guard whitespace/newline-tolerant (skip past the open paren to the first
   argument token) so wrapping can't hide a literal, and convert the bypassed
   site to the `names::` const.

2. Convergence path could append a duplicate recovery audit. When a
   roll-forward publish loses its CAS but the manifest already reached the
   sidecar's goal, `converge_or_defer_roll_forward` recorded a RolledForward
   audit unconditionally. Under the heal-first invariant, whoever advanced the
   manifest already healed this sidecar (audit + delete), so a second row
   landed in `_graph_commit_recoveries` for one recovery event. Gate the
   audit+delete on the sidecar still being present: absent => the winner
   completed it, return success with no duplicate row. The convergence
   regression test now asserts exactly one audit row.

* docs(dev): remove the schema-apply recovery-flake handoff (fixed by this PR)

The handoff was a transient investigation note for
`iss-schema-apply-reopen-recovery-race`, which this PR fixes (the converge
helper + the red→green regression). Its rationale now lives durably in the
dev-graph issue, the PR/commit history, and invariants.md, so the handoff is
obsolete. Drop the doc, its dev-index row, and the dangling reference from the
RFC-013 handoff; the doc cross-link check stays green.

* fix(recovery): include added-table registrations in the converge audit

The CAS-loss convergence audit built outcomes only from `sidecar.tables`,
omitting the `additional_registrations` that the normal `roll_forward_all`
audit includes. For a SchemaApply sidecar with added types, a converge-path
audit row would be incomplete versus the normal roll-forward path for the same
recovery kind. Mirror the roll-forward outcome construction (append a
registration outcome per added table) so both paths emit the same audit shape.
2026-06-24 19:03:51 +02:00
Ragnor Comerford
7d3a52d674
feat(engine): WriteTxn - validate schema + open each data table once per write (#298)
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* docs(rfc-013): step-3b handoff + §4.1 corrections (validated)

Add the RFC-013 write-path handoff doc, and correct §4.1's WriteTxn sketch from the
4-subagent validation against current code:
- HandleCache → handle-threading (forward the commit-return handle; a version-keyed
  cache misses because HEAD walks N→N+1→N+2 across staging + index-build commits).
- "re-resolution unrepresentable" softened to "pinned base for the pre-commit phase +
  named fresh re-reads at the commit/fork boundary" — three reads (commit-time OCC, the
  live-HEAD drift probe, fork authority) are irreducible correctness machinery.
- WriteParams DOES carry a session field; the real constraint is "stage off an open
  Dataset," so attach the Session by opening read-style then staging off it.

* test(engine): RED step-3b capture-once fitness asserts + open_count probe

Two write-path cost gates, RED today, GREEN after the WriteTxn lands:
- write_validates_schema_contract_once: a write must validate the schema contract
  once (3 read_text + 2 exists). Today re-validates at every resolve point —
  measured 12 read_text / 9 exists (~4 validations) via CountingStorageAdapter
  (zero production change; the write twin of the read-path schema-once test).
- keyed_insert_opens_table_at_most_once: a keyed single-table write must open its
  table <=1x. Today measured 10 opens.

Adds an exact open-CALL probe: open_count + record_open() on QueryIoProbes (mirroring
probe_count/record_probe), called at both open chokepoints; surfaced as
IoCounts.open_count. forbidden_apis guarantees every write open routes through them.

* feat(engine): WriteTxn carrier + open_write_txn (3b scaffolding)

The capture-once write transaction (RFC-013 step 3b): WriteTxn{branch, base:
Snapshot, session} + Omnigraph::open_write_txn, which validates the schema contract
once and pins the base snapshot + the shared per-graph Session.

Landed as reviewed scaffolding (gated #[allow(dead_code)]); the next pass threads
Option<&WriteTxn> through open_for_mutation_on_branch / staging on the non-strict
bound-branch path — opening the base once from the pinned entry with the warm session
(a session-aware pinned opener returning a SnapshotHandle) and skipping the per-table
schema re-validation — to turn the two RED cost gates green. Strict ops / fork / the
commit-time OCC re-read keep their fresh reads.

* test(engine): scope write-path open_count to data tables (RFC-013 step 3b)

The keyed_insert_opens_table_at_most_once gate asserted open_count <= 1, but
open_count was a single unclassified counter: record_open() fires in both
open chokepoints, and open_dataset_tracked also opens the internal/system
tables (__manifest via layout.rs, _graph_commits/_graph_commit_actors via
commit_graph.rs). So the count conflated data-table opens with the publisher
CAS + commit-graph append opens — making the gate measure the wrong quantity
and unreachable by threading alone (the manifest publish keeps it >1 regardless).

Scope it by table class, mirroring the read-side counters (which already split
by URI prefix via separate wrappers): record_open(uri) classifies the open's
last path segment and feeds data_open_count vs internal_open_count. IoCounts
exposes both; the gate now asserts data_open_count <= 1.

Re-baselined: a single keyed insert is data_open_count=4 / internal_open_count=6
(sum 10, the old conflated value). The RED target for the WriteTxn threading is
now the real data-table-open count (4 -> 1), with internal opens correctly out
of scope. Pure test-harness/instrumentation; no production behavior change
(classification runs only inside the probe closure, skipped when no probes are
installed).

Also marks #297 (optimize-vs-write race) as landed in the step-3b handoff —
this branch is already stacked on origin/main after it merged.

* feat(engine): validate the schema contract once per write (RFC-013 step 3b)

A single mutate/load re-validated the schema contract ~4 times: at the entry
(ensure_schema_state_valid), per-table in open_for_mutation_on_branch
(resolved_branch_target), at the commit-time OCC re-read (fresh_snapshot_for_branch),
and in the publisher's index-build snapshot (snapshot_for_branch). Each validation
is 3 read_text + 2 exists on the storage adapter — O(touched resolve-points) of
redundant contract I/O on every write.

Thread the already-landed WriteTxn carrier through the write path: capture
`txn = open_write_txn(branch)` once at the mutate/load entry (the single validation),
then source the per-table entry and the commit/publish snapshots from `txn.base`
instead of re-resolving. When `txn` is None (branch merge, schema apply, tests) every
function is byte-identical to before.

- mutate_with_current_actor / load_jsonl_reader capture txn once (replacing the
  entry-point ensure_schema_state_valid) and thread Some(&txn) through
  execute_*/open_table_for_mutation, commit_all, and
  commit_updates_on_branch_with_expected.
- open_for_mutation_on_branch sources (snapshot, branch) from txn.base/txn.branch
  when present — skipping resolved_branch_target's re-validation. The OPEN itself is
  unchanged (still HEAD via open_dataset_head_for_write), and strict ops keep
  ensure_expected_version. Schema-once applies to strict and non-strict alike; the
  data-open collapse is a separate change.
- commit_all uses fresh_snapshot_for_branch_unchecked (the OCC manifest re-read minus
  the schema re-validation) when txn is present; the drift guard is unchanged.
- prepare_updates_for_commit uses txn.base for the publisher index-build snapshot.

fresh_snapshot_for_branch{,_unchecked} now read the manifest directly via
ManifestCoordinator instead of resolve_target. The OCC re-read consumes only the
Snapshot (per-table location + version), which ManifestCoordinator::open().snapshot()
produces identically — but resolve_target additionally opened the commit graph (a
spurious _graph_commits.lance exists probe the OCC read never consults). Dropping that
load is a pure read-cost reduction for every fresh-snapshot caller (commit_all's None
arm, optimize, repair, fork reclaim); the returned Snapshot is unchanged and the read
is a fresher cold manifest re-read, so the OCC freshness guarantee is preserved.

Greens write_validates_schema_contract_once (3 read_text / 2 exists, was 12/9).
keyed_insert_opens_table_at_most_once stays red (data_open_count=4) — the open
collapse lands next. Full engine suite green otherwise.

* feat(engine): open each data table once per write (RFC-013 step 3b)

A single keyed-node mutate opened its data table 4 times: accumulation (to read
.version()), staging (the real write base), the commit-time drift guard (to read
live HEAD), and the publisher's index build (reopen at the just-committed version).
Collapse three of the four — using the WriteTxn carrier threaded for schema-once —
so a write opens each touched data table at most once.

- #1 accumulation: open_for_mutation_on_branch now returns
  (Option<SnapshotHandle>, expected_version, full_path, table_branch). On the txn's
  own branch, a non-strict (Insert/Merge) op needs no open — the only thing the
  caller reads is .version() (the CAS fence), which is exactly the pinned base
  version (entry.table_version). So skip open_dataset_head_for_write and source the
  version from txn.base. The node insert path already discarded that handle; the
  edge path resolves a pinned read only when non-default cardinality needs it.
  STRICT ops and any write that must fork still open live HEAD + ensure_expected_version.
- #3 commit drift guard: commit_all reads live HEAD via
  entry.dataset.dataset().latest_version_id() — a cheap manifest-pointer probe off
  the already-open staging handle (the same primitive ManifestCoordinator::
  probe_latest_version uses) instead of a fresh open_dataset_head_for_write. The
  head<current / head>current drift classification is byte-identical.
- #4 index build: commit_all now returns the per-table post-commit_staged
  SnapshotHandle map; commit_updates_on_branch_with_expected threads it into
  prepare_updates_for_commit, which builds indices on the threaded handle instead of
  reopening at the same just-committed version. Absent a handle (other writers,
  inline/delete tables) the reopen path is byte-identical.

When txn is None (branch merge, schema apply, tests) every function opens and checks
exactly as before. Greens keyed_insert_opens_table_at_most_once (data_open_count 4->1).
Schema-once gate stays 3/2. Full engine suite + failpoints (recovery sidecar lifecycle)
green.

* refactor(engine): name the write-path open/commit returns (RFC-013 step 3b)

The open collapse left two positional returns that are easy to mis-thread and
carry an unwritten contract: open_for_mutation_on_branch's
(Option<SnapshotHandle>, u64, String, Option<String>) and commit_all's 5-tuple
(updates, expected_versions, sidecar_handle, guards, committed_handles). Replace
both with named structs so each field reads at the call site and the Option's
contract is documented, not folklore.

- OpenedForMutation { handle, expected_version, full_path, table_branch } with a
  require_handle(ctx) helper for the callers that must have a handle (strict ops,
  the fork path, every no-txn caller — branch merge, the seed test). The handle is
  None only on the non-strict-txn open-skip path (collapse #1); require_handle
  panics with a named context if that contract is ever broken.
- CommittedMutation { updates, expected_versions, sidecar_handle, guards,
  committed_handles } for commit_all; consumers destructure into the same local
  bindings they already used, so the publish/sidecar/guard-hold logic is unchanged.
- A debug_assert in open_table_for_mutation pins the skip contract: a missing handle
  is legal only on the non-strict txn path, so a future strict arm returning None
  trips in debug builds instead of handing None to a require_handle consumer.

Pure refactor — no behavior change. Both cost gates stay green (schema 3/2,
data_open_count=1), full engine suite + lib (162) green.

* refactor(engine): drop the unearned session field from WriteTxn (RFC-013 step 3b)

The open collapse greens data_open_count<=1 by SKIPPING the accumulation open,
PROBING live HEAD with latest_version_id, and REUSING the commit_staged handle —
none of which consume a session. The captured WriteTxn.session was therefore dead
(`#[allow(dead_code)]`): unearned surface a reviewer rightly flags.

Remove it. The carrier is now {branch, base} — exactly what schema-once + the open
collapse use. Step 5 (PublishPlan unification) makes WriteTxn the non-optional
publish carrier and is the right home for session-aware base opens, where the
warm-session benefit on the single remaining open — an object-store (S3) phenomenon,
invisible on local FS — can be earned by its own cost gate rather than carried dead
through this PR.

No behavior change; both cost gates stay green (schema 3/2, data_open_count=1).

* docs(rfc-013): mark step 3b DONE — schema-once + open-collapse shipped, session deferred to step 5

* docs(rfc-013): capture the write-base-staleness convergence (§1d)

Three findings this cycle share one root — the write base is a stale, un-probed,
un-classified pin (the read path probes; the write path returns the warm
coordinator snapshot):

- #298 edge-@card stale-read regression (cursor High / codex P1, VALID): collapse #1
  made the cardinality scan read txn.base instead of live HEAD, so a concurrent edge
  is uncounted and a max can be exceeded. Fix on #298: restore the live-HEAD read +
  deterministic test + correct the single-writer doc comment.
- The structural liability underneath: no unified write-validation read-set —
  endpoint/cardinality/uniqueness each pick freshness ad hoc (warm/pinned/live),
  the same cardinality check forks mutation-vs-loader, none re-validated at commit.
- The served-strict-write stale-view false-fail (validated on prod + a #[ignore]
  repro): a strict update/delete false-fails ExpectedVersionMismatch after an external
  optimize advance — the write-side mirror of #297/§6.6. The naive blanket probe is
  proven wrong (breaks the cross-process lost-update OCC contract).

All three converge on Design A (step 5): open_txn's warm probe makes the base fresh,
the op-class-aware precondition (derive maintenance vs logical from Lance per-version
transaction metadata — no parallel marker) fast-forwards maintenance and fails logical,
and §7.1's read-set-in-CAS unifies + re-validates the validation read-set. §8 records
the #298 follow-up, the widened §7.1 scope, and the step-5 two-test acceptance contract.

* test(engine): RED — edge @card must scan live HEAD, not stale txn.base (#298)

Regression guard for the cursor-High/codex-P1 finding on #298: 3b's collapse #1
made the non-strict edge-insert cardinality scan read the pinned txn.base instead
of live HEAD (edge_cardinality_read_handle), so a concurrent edge committed after
txn capture is uncounted and a @card max is silently exceeded (invariant 9).

Deterministic two-handle test (no failpoint): handle A commits WorksAt(Alice->Acme)
to the @card(0..1) max; stale handle B (never read since) inserts a second WorksAt
for Alice. B's coordinator is stale by construction (the write path doesn't probe),
so B scans txn.base (Alice has 0) and wrongly commits the 2nd edge. RED: the insert
that must be rejected currently succeeds (panics at unwrap_err). Goes green when the
scan reads live HEAD.

* fix(engine): scan live HEAD for edge @card, not the pinned txn.base (#298)

3b's collapse #1 skips the non-strict edge accumulation open, so edge_cardinality_
read_handle reopened the edge table at the pinned txn.base for the @card scan. Since
cardinality is validated once (never rechecked at commit), a concurrent edge committed
after txn capture was uncounted and a @card max could be silently exceeded (invariant
9) — the cursor-High/codex-P1 regression on #298. Pre-3b the scan read live HEAD (the
mutation's own open_dataset_head_for_write handle).

Restore the live-HEAD read: take the table LOCATION from the pinned entry (stable
across versions) and open the dataset at its current HEAD via open_dataset_head_for_
write. Gate-safe — the data_open_count / merge-insert-only gates are node inserts; the
edge cardinality path (non-default @card only) is untouched by them, and the extra
live-HEAD open is exactly the pre-3b shape. Also drops the dead None-fallback's schema
re-validation (greptile P2, auto-resolved). The residual validate->commit TOCTOU is the
pre-existing §7.1 gap (RFC-013 step 4), recorded in handoff §1d/§8.

Turns cardinality_rejected_for_stale_handle_after_concurrent_edge_commit green;
validators / write_cost / writes / consistency / end_to_end / branching all green.

* docs(dev): link handoff docs from index

* docs(engine): tighten 3b claims to match the code (#298 review)

Review caught several comments/docs overclaiming what the code does (the session
drop + the #298 cardinality fix left stale/too-strong wording). No logic change.

- open_write_txn doc: drop the stale "shared per-graph Session" (WriteTxn no longer
  carries one); scope "once" to the table-touch hot path and note edge/load RI
  validation still re-resolves (→ step 4 §7.1) + the session-aware open is step 5.
- edge cardinality call-site comment: it said the scan uses a "pinned txn.base" — it
  now opens LIVE HEAD (#298); corrected.
- write_cost.rs: "opens the base once (with the shared Session)" → session-aware base
  open is deferred to step 5.
- data_open_count completeness (instrumentation.rs + write_cost.rs): forbidden_apis
  only keeps engine code OUTSIDE the storage layer on the chokepoints; table_store.rs
  is allow-listed and holds direct Dataset::opens for branch-management ops (not the
  keyed-write hot path the gate measures). Narrowed the claim accordingly.
- handoff §4: "schema once / open once" is the node hot path (the two gates); edge
  endpoint + loader RI/cardinality still re-validate and read warm — #298 un-regresses
  cardinality only, it does NOT close write-validation freshness (that's step 4 §1d/§7.1).

build clean; write_cost / validators / forbidden_apis green.
2026-06-23 21:27:31 +02:00
Ragnor Comerford
6d4606a830
fix(engine): optimize survives a cross-process write race on the same table (#297)
* test(engine): cross-process optimize-vs-write race — RED

Two regression tests for the prod bug: a direct `optimize` process racing a
served write on the same table fails, because the in-process write queue does
not serialize across processes and the data-table optimize path has no retry.

- optimize_survives_concurrent_insert_advancing_manifest: a concurrent insert
  advances the manifest while optimize is paused between compact and publish;
  optimize's equality-CAS publish then fails "expected X but current Y".
- optimize_survives_concurrent_delete_before_compaction: a concurrent delete
  commits before optimize compacts; Lance rebases the compaction past it
  cleanly, so optimize again fails the publish CAS (the genuine Lance
  Rewrite-vs-Rewrite overlap is rarer and shares the internal path's retry).

Both fail today with ExpectedVersionMismatch. Adds the `optimize.before_compact`
failpoint seam + a wait_for_sidecar helper; serializes the optimize failpoint
tests (shared failpoint name). The fix lands next.

* fix(engine): optimize survives a cross-process write race on the same table

The data-table optimize path trusted the in-process write queue and skipped a
retry, so a CLI `optimize` racing a served write (separate processes = separate
queues) failed: either the Lance Rewrite lost ("preempted by concurrent Update")
or the manifest publish lost the strict equality CAS ("expected X but current Y").

Unify both compaction paths on the internal path's reopen+replan shape, with a
two-level retry that matches the two failure points:

- Outer loop (reopen+replan): a genuine Lance Rewrite-vs-Update/Delete same-
  fragment conflict means our compaction did not commit — reopen at the new HEAD
  and re-plan. Lance rebases the common disjoint case (a concurrent insert/delete
  on other fragments) for free, so this fires only on real overlap.
- Inner loop (Phase C, monotonic publish): the manifest advanced between our
  compaction and our publish. The compaction is already committed at Lance HEAD N,
  so we must NOT reopen (that trips the HEAD>manifest drift guard on our own work).
  Re-read the current manifest version C: if C >= N the manifest already includes
  our compaction (versions are linear) — no-op; else fast-forward to N. Monotonic,
  not the strict equality CAS that manufactured the conflict.

The Phase-A sidecar is written once and reused across reopen attempts (every
Phase-B commit is content-preserving, so recovery rolls the observed HEAD forward
or safely rolls the compaction back). The in-process queue is kept — it is now an
in-process contention reducer, not the cross-process correctness guard. Shares the
COMPACTION_RETRY_BUDGET constant + is_retryable_lance_conflict with the internal
path; adds is_retryable_manifest_conflict for the publish loop. No writer_epoch.

Turns the prior commit's two race tests green.

* docs(rfc-013): two-op-class principle + the found+fixed optimize-vs-write race

§6.6 records the maintenance vs logical op-class distinction (maintenance commutes
→ Lance rebase + reopen/replan + monotonic manifest fast-forward, no writer_epoch;
logical → strict cross-process OCC + epoch) and the prod optimize-vs-served-write
race that motivated it, now landed. Adds the matching mechanic row to §4.2.

* fix(engine): retry must not misclassify optimize's own HEAD drift

Review catch on the cross-process optimize fix: the outer retry loop re-ran the
`lance_head > manifest` drift guard every iteration. After a partial Phase-B commit
(the auto_cleanup strip or compaction commits, then a later op hits a retryable
conflict), the reopened attempt saw HEAD ahead of the manifest — from OUR own
sidecar-covered work, not an external writer — and deleted the sidecar + returned
`skipped_for_drift`, stranding uncovered drift that then needs `repair`.

Track `head_advanced` (did one of our Phase-B ops already commit). The drift guard
now fires only when `!head_advanced` (genuine pre-existing external drift); once we
have advanced HEAD, a reopened HEAD>manifest is our work that the monotonic publish
fast-forwards. The no-op early-return likewise publishes prior committed work instead
of dropping it when `head_advanced`.

Regression test `optimize_retry_does_not_misclassify_own_head_drift` injects one
retryable reindex conflict after the compaction commits (new `optimize.inject_
reindex_conflict` seam); red→green verified by negative control (reverting the gate
reproduces `skipped_for_drift: Some(DriftNeedsRepair)`).

Also de-flake `optimize_survives_concurrent_insert_advancing_manifest`: pause at
`before_compact` (not post-compact) so the concurrent insert lands while HEAD==
manifest — otherwise it could race optimize's committed-but-unpublished compaction
and hit the write-path "HEAD ahead of manifest" guard.

* fix(engine): optimize publish converges on retry-budget exhaustion

Review catch (greptile): the monotonic Phase-C publish loop returned an error on its
final iteration's retryable manifest conflict, even though that conflict can itself
mean a concurrent writer published a version that already includes our (content-
preserving) compaction — i.e. the postcondition ("the manifest reflects our
compaction") is already met. Recovery covered it (no data loss), but the operator
saw a spurious error and had to re-run.

Restructure the loop to re-read `current` on every retryable conflict and, on budget
exhaustion, do a final `current >= state.version` convergence check before surfacing
the error — the §6.6 "postcondition is the state, not winning the CAS" principle.
Factor the repeated current-version read into `current_manifest_version`.
2026-06-22 13:05:28 +02:00
Ragnor Comerford
5cfae9acc1
docs(rfc-013): latency = (serial_hops + ops/concurrency)·RTT — concurrency-cap correction + Lance-metadata comparison (#292)
* feat(engine): compact the internal __manifest/_graph_commits tables in optimize

`optimize` iterated node/edge catalog tables only, so the two internal system
tables (`__manifest`, `_graph_commits`) accumulated one fragment per commit and
were never compacted -- making every write's metadata scan O(fragments), which
grows forever on a long-lived graph (RFC-013 step 2).

`optimize_all_tables` now also compacts both internal tables via a new
`compact_internal_table`. They are not catalog-tracked (readers open them at
their latest Lance HEAD), so it is a much simpler path than `optimize_one_table`:
compact in place, no manifest publish (nothing to publish to), no recovery
sidecar (a single atomic Lance commit -- no HEAD-before-publish gap), and no
optimize_indices (they carry no Lance index, only object_id's unenforced-PK
metadata). No application lock: Lance's compact_files auto-retries its Rewrite
against any concurrent writer (the canonical LanceDB pattern; Rewrite vs Append
is compatible, vs Update a retryable same-fragment conflict Lance rebases), and a
coordinator refresh afterwards makes the warm handle observe the compacted HEAD.

Compacts both tables even though Phase 7 (iss-991) will later fold _graph_commits
into __manifest -- a one-call throwaway for the full interim win; __manifest
compaction is also the prerequisite for Phase 7's graph_head contention. Cleanup
(version GC) of the internal tables is deliberately NOT included here: it needs
the Q8 cleanup-resurrection watermark first (deferred).

maintenance.rs: optimize now returns 6 stats (4 data + 2 internal); adds
optimize_compacts_internal_tables (sheds fragments, leaks no recovery sidecar,
graph coherent for reads + strict writes after).

* test(engine): un-ignore the internal-table scan LOCK (step 2 acceptance)

`internal_table_scans_are_flat_in_history` was the RED, #[ignore]'d acceptance
gate staged in PR #288. With internal-table compaction landed, a write's
__manifest/_graph_commits scan is flat in commit-history depth on a compacted
graph (measured __manifest 4->2, _graph_commits 7->3 across depth 10->100, vs the
pre-step-2 RED 34->214 / 29->207). The test now compacts at each depth before
measuring and runs green every-PR.

* docs: RFC-013 step 2 internal-table compaction landed

- invariants.md: close the compaction half of the read-path-rederivation known
  gap (optimize now compacts the internal tables; cleanup half still deferred).
- maintenance.md: optimize covers __manifest/_graph_commits (no publish, no
  sidecar); not yet in cleanup.
- rfc-013 §9: split step 2 into 2a (compaction, landed) and 2b (cleanup + Q8
  watermark, deferred — debated; MTT-overlap + hot-path liability).
- testing.md: the internal-table LOCK is now green every-PR.

* fix(engine): guard absent _graph_commits + always compact internal tables

Addresses PR #291 review findings:

- Greptile (P1): optimize unconditionally opened `_graph_commits` for compaction,
  but a graph can validly have none (the coordinator opens it as `Option`, gated on
  `storage.exists`, for graphs predating the commit graph). `Dataset::open` on the
  absent table errored and failed the whole optimize. Guard the `_graph_commits`
  compaction with the same `storage_adapter().exists()` check the coordinator uses;
  `__manifest` always exists so it stays unguarded. Regression test
  `optimize_tolerates_absent_graph_commits_table` (empty graph so no publish
  recreates the table before the guard).

- Cursor (low): the `table_tasks.is_empty()` early return skipped internal-table
  compaction for a schema with no node/edge types. Removed it so the internal
  tables are compacted regardless of the data-table set.

- Codex (auto-cleanup, P1): documented — `compact_files` commits with a default
  `CommitConfig` (no skip_auto_cleanup) and `CompactionOptions` exposes no override,
  so on a graph storing an *on* auto_cleanup config the commit would fire version
  GC. Both internal tables are created with `auto_cleanup: None`, so new graphs are
  safe; the only exposure is pre-fix upgraded graphs, identical to the existing
  data-table optimize path, with step 2b's watermark as the comprehensive guard.
  Added a comment in `compact_internal_table` recording this.

* docs(rfc-013): serial-hop correction — wall-clock is the ~110-hop backbone, not op count

Latency-slope measurement on the deployed edge binary (f6d2cc03, steps 1+3a
landed; rustfs + per-op latency proxy, depth 1..85) shows wall-clock is set by a
~110-hop SERIAL backbone that is depth-invariant. Total ops grow +~7/depth but
PARALLELIZE (parallelism 1->6), so the depth term adds little wall-clock.

- New §0(c): the serial-hop vs total-op finding + branch-op backbones
  (create ~77, delete ~87, branch-write ~258/1777-ops/21s floor = fork-on-first-write).
- §2.4: correct the '1720->198 ops => 258s->30s' op-count->wall-clock conversion.
- §5.1: promote serial-hop/num_stages to the PRIMARY latency LOCK; op-count
  flatness demoted to a cost/compute-floor gate.
- §9 step 2: reprioritized as Phase-7 prerequisite + compute-floor/space, NOT
  the wall-clock fix; step 3b (parallel capture-once WriteTxn) is the headline
  latency lever; branch-write moved under step 3b + fork seam.
- Summary: serial-backbone correction up front.

Vindicates the §3/§4.1 design; corrects the op-count latency framing.

* docs(rfc-013): concurrency-cap correction + Lance-metadata comparison

Fold in two measured findings from the deployed edge binary (f6d2cc03) on
rustfs behind a latency+concurrency proxy:

- §0(d): concurrency-cap A/B. Under unlimited concurrency the internal-table
  scan parallelizes (backbone ~110); under an R2-realistic cap (8) it serializes
  and an UNCOMPACTED graph runs away (per-write ops 1273->3505, wall 6->16s),
  while #291's internal compaction cuts it ~6x and bounds it (137->1 frag). The
  latency model is (serial_hops + ops/effective_concurrency)*RTT + compute.
- Reframe step 2 across Summary/§2.4/§9: NOT de-ranked — on R2 (capped) it is a
  primary latency lever + the anti-runaway fix + Phase-7 prereq. The earlier
  'step 2 is parallel, irrelevant to latency' was an unlimited-concurrency
  artifact. Deployed f6d2cc03 optimize is node/edge-only; #291 (undeployed) is
  the prod win.
- §5.1: the cost-gate ThrottledStore must cap concurrency AND inject latency;
  assert serial_hops flat AND ops flat in history.
- §2.3 + §8: Lance/LanceDB comparison from 7.0.0 source — Lance metadata is a
  single-file per-version manifest read O(1) (latest_version_hint), pruned by
  default; omnigraph's __manifest-as-Lance-dataset scan is self-inflicted by the
  cross-table-atomicity choice. Adds explicit defense of Lance-dataset __manifest
  (MTT seam) vs a flat-file CAS'd manifest (cheaper, off the MTT path).

Design (§3/§4.1) unchanged and vindicated; corrections are measurement framing,
step sizing, and one design-choice that was implicit.
2026-06-21 21:54:59 +02:00
Ragnor Comerford
f2b792e0ae
(feat): compact the internal manifest/commit-graph tables in optimize (#291)
* feat(engine): compact the internal __manifest/_graph_commits tables in optimize

`optimize` iterated node/edge catalog tables only, so the two internal system
tables (`__manifest`, `_graph_commits`) accumulated one fragment per commit and
were never compacted -- making every write's metadata scan O(fragments), which
grows forever on a long-lived graph (RFC-013 step 2).

`optimize_all_tables` now also compacts both internal tables via a new
`compact_internal_table`. They are not catalog-tracked (readers open them at
their latest Lance HEAD), so it is a much simpler path than `optimize_one_table`:
compact in place, no manifest publish (nothing to publish to), no recovery
sidecar (a single atomic Lance commit -- no HEAD-before-publish gap), and no
optimize_indices (they carry no Lance index, only object_id's unenforced-PK
metadata). No application lock: Lance's compact_files auto-retries its Rewrite
against any concurrent writer (the canonical LanceDB pattern; Rewrite vs Append
is compatible, vs Update a retryable same-fragment conflict Lance rebases), and a
coordinator refresh afterwards makes the warm handle observe the compacted HEAD.

Compacts both tables even though Phase 7 (iss-991) will later fold _graph_commits
into __manifest -- a one-call throwaway for the full interim win; __manifest
compaction is also the prerequisite for Phase 7's graph_head contention. Cleanup
(version GC) of the internal tables is deliberately NOT included here: it needs
the Q8 cleanup-resurrection watermark first (deferred).

maintenance.rs: optimize now returns 6 stats (4 data + 2 internal); adds
optimize_compacts_internal_tables (sheds fragments, leaks no recovery sidecar,
graph coherent for reads + strict writes after).

* test(engine): un-ignore the internal-table scan LOCK (step 2 acceptance)

`internal_table_scans_are_flat_in_history` was the RED, #[ignore]'d acceptance
gate staged in PR #288. With internal-table compaction landed, a write's
__manifest/_graph_commits scan is flat in commit-history depth on a compacted
graph (measured __manifest 4->2, _graph_commits 7->3 across depth 10->100, vs the
pre-step-2 RED 34->214 / 29->207). The test now compacts at each depth before
measuring and runs green every-PR.

* docs: RFC-013 step 2 internal-table compaction landed

- invariants.md: close the compaction half of the read-path-rederivation known
  gap (optimize now compacts the internal tables; cleanup half still deferred).
- maintenance.md: optimize covers __manifest/_graph_commits (no publish, no
  sidecar); not yet in cleanup.
- rfc-013 §9: split step 2 into 2a (compaction, landed) and 2b (cleanup + Q8
  watermark, deferred — debated; MTT-overlap + hot-path liability).
- testing.md: the internal-table LOCK is now green every-PR.

* fix(engine): guard absent _graph_commits + always compact internal tables

Addresses PR #291 review findings:

- Greptile (P1): optimize unconditionally opened `_graph_commits` for compaction,
  but a graph can validly have none (the coordinator opens it as `Option`, gated on
  `storage.exists`, for graphs predating the commit graph). `Dataset::open` on the
  absent table errored and failed the whole optimize. Guard the `_graph_commits`
  compaction with the same `storage_adapter().exists()` check the coordinator uses;
  `__manifest` always exists so it stays unguarded. Regression test
  `optimize_tolerates_absent_graph_commits_table` (empty graph so no publish
  recreates the table before the guard).

- Cursor (low): the `table_tasks.is_empty()` early return skipped internal-table
  compaction for a schema with no node/edge types. Removed it so the internal
  tables are compacted regardless of the data-table set.

- Codex (auto-cleanup, P1): documented — `compact_files` commits with a default
  `CommitConfig` (no skip_auto_cleanup) and `CompactionOptions` exposes no override,
  so on a graph storing an *on* auto_cleanup config the commit would fire version
  GC. Both internal tables are created with `auto_cleanup: None`, so new graphs are
  safe; the only exposure is pre-fix upgraded graphs, identical to the existing
  data-table optimize path, with step 2b's watermark as the comprehensive guard.
  Added a comment in `compact_internal_table` recording this.

* fix(engine): retry publish on RetryableCommitConflict (compaction vs publish)

Step 2 compacts `__manifest` with no app-level lock (Lance OCC arbitrates,
validated against LanceDB + the lance-7.0.0 conflict resolver). compact_files'
`Operation::Rewrite` auto-retries 20x (CommitConfig default num_retries=20), so a
live publish usually wins the race and the compaction rebases. But the publish
runs its merge-insert with conflict_retries(0) = one rebase attempt; if the
compaction commits first AND the merge touched a fragment the Rewrite rewrote,
Lance preempts the publish with `Error::RetryableCommitConflict` — a DIFFERENT
variant from the row-level `TooMuchWriteContention` the publisher already retries.
Left unhandled, that surfaces a transient error to the caller, i.e. a maintenance
compaction (physical op) failing a live write (logical op) — invariant 7.

Map `LanceError::RetryableCommitConflict` to a new
`ManifestConflictDetails::RetryableCommitConflict` and treat it as retryable in the
publisher's outer loop (reload fresh state + re-merge), alongside
RowLevelCasContention. `ExpectedVersionMismatch` still propagates (a genuine
expectation break must not be blindly retried). This also hardens multi-process
concurrent writers generally, not just compaction.

Normal publishes are insert-only (new object_ids -> new fragments, disjoint from
rewritten old ones), so the conflict is rare; the guard covers the
same-fragment-update edge and multi-process writers. Unit tests in publisher.rs
pin the mapping + the retry-predicate contract.

* revert: publisher RetryableCommitConflict handling (it was the wrong side)

Reverts d138902e. Validated against lance-7.0.0: the publisher's merge-insert runs
with conflict_retries(0), and execute_with_retry converts an exhausted retryable
commit conflict to TooMuchWriteContention before the caller sees it
(write/retry.rs ~95-130). So map_lance_publish_error NEVER receives
RetryableCommitConflict from merge_rows — it receives TooMuchWriteContention, which
the publisher already maps to RowLevelCasContention and retries. The reverted
mapping was therefore dead on the real path and its unit test was synthetic.

The actual exposure is the *compaction* side: compact_files -> commit_compaction ->
apply_commit directly (no execute_with_retry), so a Rewrite-vs-Merge check_txn
conflict propagates raw and optimize can fail on a live graph. That is fixed
app-side in compact_internal_table in the following commit.

* fix(engine): make internal-table compaction correct by construction

Address three findings from review of the step-2 internal-table compaction:

- Non-destructive by construction: before compacting an internal table,
  strip any stored `lance.auto_cleanup.*` config off it. `compact_files`
  commits with a default `CommitConfig` (skip_auto_cleanup=false) and
  `CompactionOptions` exposes no override, so on a graph created by an older
  binary (on-by-default GC hook) the compaction commit would fire Lance's
  auto-cleanup and silently prune `__manifest`-pinned versions. Current
  binaries store no such config; the strip is the upgrade-path safety net so
  `optimize` can never GC versions.

- App-level compaction retry: `compact_files` does NOT auto-retry a semantic
  conflict against a concurrent live writer (Rewrite vs Update/Merge/Delete
  propagates raw from apply_commit; Lance prescribes app-rerun). Wrap the
  internal-table compaction in a bounded retry loop that reopens fresh and
  replans on a retryable Lance conflict, so a maintenance compaction (a
  physical op) never fails a live write (a logical op) — invariant 7.

- Compact all three internal tables, not two: `_graph_commit_actors` grows
  one fragment per commit on the authenticated write path, the same O(depth)
  scan as `__manifest`/`_graph_commits`. Drive the sweep from one
  source-of-truth list with per-table existence guards (the two commit-graph
  tables are optional). Make `graph_commit_actors_uri` pub(crate).

Tests: the `internal_table_scans_are_flat_in_history` LOCK now runs the
authenticated (actorful) write path so it covers `_graph_commit_actors` via
the shared commit-graph IO wrapper (new `commit_many_as`/`measure_insert_as`
helpers); `optimize_clears_stale_auto_cleanup_and_preserves_versions` pins
the non-destructive guarantee (config cleared + no version GC); a unit test
pins the retryable-conflict classifier; the empty-graph stats count is 7
(the actor table is created at init).

* docs: internal-table compaction covers all 3 tables, non-destructive, retried

Sync the RFC-013 step-2a section and the maintenance guide with the
correctness-by-design refinements:

- optimize compacts `__manifest`, `_graph_commits`, AND `_graph_commit_actors`
  (the actor table grows on the authenticated write path).
- optimize is non-destructive by construction — it never GCs versions, and
  strips stale `lance.auto_cleanup.*` config so an upgraded graph's commit-time
  GC hook cannot fire during compaction.
- internal-table compaction rebases and retries against concurrent live
  writers rather than failing the operator's optimize or the live write.
- the cost LOCK is the authenticated-path acceptance test.

* fix(engine): refresh coordinator after a config-strip with no compaction work

`compact_internal_table` returns early when `plan_compaction` finds no work,
but `clear_stale_auto_cleanup_config` may have already committed a config-strip
that advanced Lance HEAD. The early return skipped the coordinator refresh that
the successful-compaction path performs, leaving warm `__manifest`/commit-graph
handles pinned to the pre-strip version until the next read's version probe
healed them. No correctness bug (the probe self-heals, and a stale-handle write
would retry via publisher CAS), but the refresh makes coherence deterministic
rather than probe-dependent. Refresh iff the config-strip actually committed.

* docs(engine): correct compact_internal_table doc — compact_files does not auto-retry

The function doc claimed "Lance's compact_files auto-retries its Operation::Rewrite
against any concurrent writer" — wrong, and contradicting the is_retryable_lance_conflict
doc just below it and the explicit retry loop that exists precisely because compact_files
does NOT auto-retry semantic conflicts (Rewrite vs Update/Merge/Delete propagates raw
through apply_commit). Also move the orphaned description from above the retry-budget
const onto the function, and include the third internal table.

* test(engine): optimize must clear stale auto_cleanup on DATA tables too (red)

Regression test for a destructive bug on the data-table optimize path: on an
upgraded graph whose node/edge table still carries pre-v7 lance.auto_cleanup.*
config, `optimize`'s compact_files/optimize_indices commits fire Lance's version
GC and prune __manifest-pinned data-table versions. Mirrors the internal-table
auto_cleanup test on a Person table (force-repair realigns the config-induced
drift so optimize doesn't skip the table). Red against the current code: the
data-table path does not strip the config. The fix lands in the next commit.

* fix(engine): clear stale auto_cleanup on the data-table optimize path too

The auto_cleanup scrub previously only protected the internal tables; the
data-table path (optimize_one_table) ran compact_files/optimize_indices with a
default CommitConfig (skip_auto_cleanup=false) and no override, so on an upgraded
graph those commits could fire Lance's version-GC hook and prune __manifest-pinned
node/edge versions — making the "non-destructive" contract false for data tables.
Strip the config before the HEAD-advancing commits, capturing version_before first
so the strip's own commit still triggers the Phase-C manifest publish (no uncovered
drift). No retry loop needed: the data-table path holds the per-table write queue.
Covered by the existing Optimize recovery sidecar. Turns the prior commit's test green.

Also: switch clear_stale_auto_cleanup_config off the deprecated delete_config_keys
to update_config(None values), and correct two now-inaccurate doc comments —
compaction is "one or more content-preserving commits" (compact_files can emit a
ReserveFragments before the Rewrite), not "a single atomic commit"; the sidecar-free
property rests on content-preservation + read-at-HEAD, not single-commit atomicity.

* docs: optimize is non-destructive on all tables; correct atomicity/retry claims

- non-destructive guarantee now spans data + internal tables (the auto_cleanup
  strip runs on both paths), not just the internal ones.
- "single atomic Lance commit" was inaccurate: compaction can emit a
  ReserveFragments commit before the Rewrite; the no-sidecar property rests on
  content-preservation + read-at-HEAD, not single-commit atomicity.
- "retries rather than failing" softened to the truth: a *bounded* retry on the
  internal path; sustained contention surfaces a loud conflict error (bounded +
  observable, not an infinite loop). The data path holds the per-table queue and
  never contends.
2026-06-21 16:38:20 +02:00
Andrew Altshuler
fff441196c
docs(dev): update coherence ledger — cookbooks drift resolved, omnigraph-ts mechanism (#294)
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- omnigraph-cookbooks `bearer_token_env` chain: RESOLVED by cookbooks PR #26
  (deleted docs/best-practices.md in the 0.7 restructure).
- omnigraph-ts catalog `mcp.expose` description: documented why there is no
  hand-fix — the SDK syncs openapi.json from a *tagged* omnigraph release, and
  the fix landed on main after the v0.7.1 tag, so it flows in on the next SDK
  version bump (v0.7.2+) rather than an out-of-band patch.


Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-21 00:11:48 +03:00
Andrew Altshuler
9c792649e2
docs(user): coherence cleanup aligned with 0.7.1 (#293)
* docs(cli): fix cluster apply semantics — converges graphs+schema, not config-only

`cluster apply` creates graphs, applies schema updates (soft drops), writes
stored-query/policy catalog resources, and executes approved graph deletes in
one ordered run. Both the user docs and the shipped CLI help text still
described it as a "Stage 3A" config-only (query/policy) subset that defers
graph/schema changes "to a later stage" — wrong since the graph/schema executor
landed.

- docs/user/cli/reference.md: rewrite the cluster paragraph to describe apply's
  actual converge behavior; keep deferred for the genuinely-unsupported case
  (standalone schema deletes); drop the stale "Stage 3A" / "reserved for later
  stages" framing.
- crates/omnigraph-cli/src/cli.rs: fix the `cluster apply` help text to match.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P1).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(server): align stored-query exposure with cluster-only behavior

server.md documented a per-query expose knob ("`mcp.expose` defaults to true;
set `mcp: { expose: false }` to hide from the catalog") that does not exist in
the only deployment mode. Cluster-only serving lists every stored query: the
cluster registry has no expose field (`QueryConfig { file }`) and the boot
bridge hardcodes `expose: true` for all cluster queries
(omnigraph-server settings), and there is no GQ-level expose annotation. This
contradicted clusters/config.md, which already states the correct behavior.

Replace the knob bullet with the cluster truth (every applied query is listed;
per-query exposure may become a Cedar-policy decision later) and drop the
"`mcp.expose` stored queries" phrasing from the catalog description, the
endpoint table, and the intro. The `mcp_expose` JSON catalog field is unchanged
(still emitted, always true in cluster mode).

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P1).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(schema): split direct/embedded vs cluster-managed schema apply

schema/index.md claimed `allow_data_loss` is "honored uniformly across
transports" and listed HTTP `POST /schema/apply` among them. But that route is
409-disabled for cluster-backed serving (already documented in server.md), and
cluster-managed graphs evolve only through `cluster apply` with soft drops —
there is no cluster HTTP data-loss path.

Scope the data-loss flag to the direct/embedded path (`schema apply --store`,
SDK), and add a paragraph: cluster-managed graphs use `cluster apply`
(soft drops only); HTTP `POST /schema/apply` is 409 for cluster serving; direct
apply against a cluster-managed path is refused. Cross-refs server + cluster
docs.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(server): document /load as canonical in limits + admission prose

The endpoint table already listed both `/load` (canonical) and `/ingest`
(deprecated alias) at 32 MB, but the admission-control, body-limit,
rate-limit, and manifest-conflict prose named only `/ingest` — and the
constants page called the limit "Ingest body limit". Add `/load` alongside (or
ahead of) `/ingest` everywhere, and rename the constant to "Load (bulk-write)
body limit" noting the `/ingest` alias shares it.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(cli): drop stale bearer-token keys + fix version string

The "Bearer token resolution (CLI)" section still listed removed omnigraph.yaml
keys (`graphs.<name>.bearer_token_env`, `auth.env_file`) — config surfaces that
no longer exist and that implied plaintext tokens in config. Replace it with a
pointer to the keyed-credential model documented above
(`OMNIGRAPH_TOKEN_<NAME>` → `~/.omnigraph/credentials` →
`OMNIGRAPH_BEARER_TOKEN`). Also fix the `version` row: the CLI prints 0.7.x, not
0.3.x.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2 + smaller).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs: route-spelling note + drop stale stage/deferred crumbs

- server.md: add a one-line note that the per-graph subsections name routes in
  shorthand (`GET /queries`, `POST /query`, `POST /mutate`,
  `POST /queries/{name}`) but every one is served under `/graphs/{id}/…` — the
  endpoint table is already fully-qualified.
- clusters/config.md: redefine the `deferred` plan disposition as an unsupported
  change (e.g. a standalone schema delete) instead of "graph/schema change,
  later phase" (graph creates and schema updates apply now); drop the "Stage 2C"
  label from the lock-recovery note.
- search/indexes.md: `ingest --mode merge` → canonical `load --mode merge`.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2 + smaller).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(dev): track user-docs coherence ledger; mark 2026-06-20 findings resolved

Convert the scratch review notes into a tracked living ledger and link it from
the dev index. All ten findings from the 2026-06-20 docs/user sweep are
validated and fixed in this branch (P1 cluster-apply semantics + stored-query
exposure; P2 schema-apply paths, /load canonical, bearer-token keys, route
shorthand; plus version/ingest/deferred/stage crumbs). The verification grep
checklist is retained for future audits.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(api): align GET /queries OpenAPI contract with cluster-only behavior

Greptile P1 on #293: the prose fix in server.md left the OpenAPI surface stale.
The utoipa annotations (handlers.rs, omnigraph-api-types QueriesCatalogOutput)
still described the catalog as "the `mcp.expose == true` subset", and those
drive the checked-in openapi.json — so SDK consumers read a contract the
cluster-only server does not honor (it lists every stored query).

Update the three Rust doc-comment/annotation strings to "every stored query"
and regenerate openapi.json (OMNIGRAPH_UPDATE_OPENAPI=1; drift test green) in
the same change, per AGENTS.md rule 4. Ledger updated: this finding resolved,
plus the cross-repo drift it surfaced (omnigraph-ts generated spec/types and
omnigraph-cookbooks best-practices bearer_token_env) tracked as open follow-ups.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-21 00:02:34 +03:00
Ragnor Comerford
f6d2cc03e3
write-path cost gate + opener bypass (#288)
* docs(rfc): RFC-013 write-path latency design + index link

* perf(engine): open write-path tables directly, bypassing the namespace builder

Write opens routed through DatasetBuilder::from_namespace, whose describe_table
opened the whole dataset just to return a location and then re-resolved the
latest version — an O(commit-depth) double latest-resolution per table open that
missed Lance's O(1) version-hint fast path. On an object store this dominated
write latency (~70%, RFC-013 section 2.4).

TableStore::open_dataset_head_for_write now delegates to the direct opener
(open_dataset_head: Dataset::open by URI + checkout_branch, routed through the
tracked opener so cost tests can count it; a no-op in production). The manifest
already holds every sub-table's location, so the namespace catalog lookup was
redundant; ensure_expected_version still validates head == pinned for strict ops.
This completes PR #268's open-by-location migration on the write side.

With both reads (PR #268) and now writes bypassing it, nothing in production
routes through the per-table Lance namespace. The dead open chain
(load_table_from_namespace, open_table_head_for_write) is deleted and the
StagedTableNamespace contract apparatus is gated #[cfg(test)], mirroring the
already-test-only read namespace; __manifest commit coordination
(GraphNamespacePublisher) is a separate component and is unaffected.

See docs/dev/rfc-013-write-path-latency.md sections 2.4 and 9 (step 3a).

* test(engine): write-path cost-budget gate on a shared harness

Adds tests/helpers/cost.rs, a store-agnostic cost harness (IoCounts/StagedCounts,
measure/measure_with_staged, assert_flat, local_graph/s3_graph) that the read-side
warm_read_cost.rs, write_cost.rs, and write_cost_s3.rs share, so the IOTracker /
task-local plumbing lives in exactly one place instead of duplicated per test.

write_cost.rs (local, every-PR) gates the internal-table scan term flat in
commit-history depth (a RED #[ignore]'d LOCK, the acceptance for bringing the
internal tables into compaction) plus green guards: a single insert's data writes
are bounded, a per-write read-op ceiling fails the moment a round-trip is added,
and a keyed insert routes through stage_merge_insert once with no stage_append or
vector-index build.

write_cost_s3.rs (bucket-gated, rustfs CI) gates the data-table opener term flat
across depth — the object-store-RPC phenomenon local FS cannot reproduce, and the
red->green proof of the opener bypass. Wired into the rustfs_integration CI job
and its path filter.

Guards the "hot-path cost is bounded by work, not history" invariant on writes.
See docs/dev/rfc-013-write-path-latency.md section 5.1, docs/dev/testing.md.

* docs(rfc): RFC-013 step 3a landed; write-skew coupling; cost-gate test map

- Section 9: mark step 1 (gate + harness) and step 3a (opener bypass) landed;
  record the per-table namespace retirement to test-only and the corrected
  measurement note (the opener win is S3-only; the local data-table growth is the
  merge-insert/RI fragment scan, a compaction term, not the opener).
- Sections 7.1/6/11/5.5/10: correct the cross-table write-skew analysis after a
  prototype proved the scoped expected-set fix is a no-op against the per-object_id
  manifest (disjoint writers never share a row, so Lance never conflicts, the
  publisher never retries, and the expected check is a non-atomic pre-check
  evaluated once against stale state). The fix needs a shared contention row
  (Phase-7 graph_head / a minimal head row / commit-time re-validation), so it is
  coupled to that row, not standalone; that contention is load-bearing for
  correctness, not a drawback. Split the concurrent face (read-set + head) from the
  sequential face (inbound-RI validation on node removal) -- two different fixes.
- testing.md: add write_cost.rs / helpers/cost.rs / write_cost_s3.rs to the test
  map; document the local-vs-S3 backend split; extend the cost-budget checklist
  item to the write/open path and point at the shared harness.

* test(engine): isolate the opener in the S3 cost gate; fail loud on S3 setup errors

Addresses two PR review findings on the bucket-gated write_cost_s3 gate:

- The data-table opener was not isolated: `data_reads` also counts the
  merge-insert/RI scan, which reads O(fragment-count) and so grows with history
  for a different reason (compaction's domain, not the opener) -- the same term
  that made the local data-table count grow. The flat assertion would false-RED
  or misattribute scan growth to the opener on rustfs. Fix: compact (db.optimize)
  before each measurement so the table holds ~1 fragment, bounding the scan and
  leaving the opener's latest-version resolution as the only history-varying term.
  Compaction preserves version history, so the opener still faces a deep
  _versions/ chain -- the thing under test.

- s3_graph used `.ok()?`, so when OMNIGRAPH_S3_TEST_BUCKET was set but the store
  was down/misconfigured, init/seed failures collapsed to None and the gate
  skipped + passed vacuously. Fix: skip only when the bucket env var is absent;
  once it is set, init/seed failures panic (mirrors tests/s3_storage.rs).

* test(engine): isolate the S3 opener with a per-prefix IO probe (correct-by-design)

Replaces the fixture-bounded isolation (compact-before-measure) from the prior
commit with the root fix: a path-classifying ObjectStore wrapper (PrefixCounter)
that attributes each data-table read to the opener term (_versions/.manifest) vs
the scan term (data/*.lance). IoCounts now exposes data_opener_reads /
data_scan_reads, so write_cost_s3 asserts the opener flat *directly* -- no
compaction or fixture massaging, and the assertion measures the opener, not the
conflated total. Closes the "harness conflates two IO terms" class: any cost test
(read or write) can now isolate the opener.

PrefixCounter implements only the object_store 0.13 core ObjectStore methods; the
convenience surface (get/put/head/...) routes through get_opts/put_opts via
ObjectStoreExt's blanket impl, so every read/write is still counted.

Validated locally (every-PR) by write_cost::data_table_reads_split_into_flat_opener_
and_growing_scan: opener stays flat (7 -> 3) while scan grows (11 -> 91) and
opener + scan == data_total exactly -- proving the classifier and confirming the
local data-table growth is the fragment scan, not the opener. warm_read_cost
(12 tests) stays green under the shared-harness change.

* refactor(tests): remove cost-harness duplication and namespace cfg(test) noise

Branch self-review (no behavior change) — pay down three liabilities the
write-path work left:

- warm_read_cost.rs kept its own probes() (three IOTrackers + a QueryIoProbes +
  a probe counter) and read raw .stats().read_iops — duplicating the shared
  helpers::cost harness this branch introduced. Migrated all 12 tests onto
  measure()/IoCounts; deleted the local probes(). (This also makes IoCounts'
  version_probes field used rather than dead.)

- insert_cost was copy-pasted verbatim into write_cost.rs and write_cost_s3.rs.
  Hoisted to helpers::cost::measure_insert so the measured write is defined once.

- The per-table Lance namespace (namespace.rs) became entirely test-only after
  step 3a, but was gated with ~22 per-item #[cfg(test)] attributes. Collapsed to
  a single `#[cfg(test)] mod namespace;` and stripped the per-item attributes;
  merged the import groups the gating had split.

Verified: lib in-source 162 passed; write_cost 4 + warm_read_cost 12 passed;
forbidden_apis passed.
2026-06-20 13:31:15 +02:00
Andrew Altshuler
b38b36e48f
release: v0.7.1 (#290)
Patch release over v0.7.0: three correctness fixes (#283 camelCase filters,
#284 cluster-apply crash-loop, #277 branch-merge OOM on embedding tables), the
#280 queries-list catalog-metadata improvement, and the #268 warm-read perf
fix. No breaking changes, no on-disk format change, no migration.

Version coherence: all 7 crate manifests + path-dep constraints, Cargo.lock,
openapi.json, and AGENTS.md surveyed version bumped 0.7.0 -> 0.7.1. Full
workspace gate green (1472 tests).


Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 23:12:44 +03:00
Andrew Altshuler
2d34d7c432
test(engine): pin camelCase @index → scalar-index routing (#283 follow-up) (#286)
Greptile P2 on #285: the #283 tests prove correctness (right rows, type-level
coercion) but not that a camelCase @index equality actually reaches the
scalar-index path — a result-only test passes on a silent full-scan fallback,
exactly the gap testing.md warns about and the bug-case-fix.md validation
checklist (step 5) promised to close.

Add lance-surface Guard 20 (mirrors Guard 16): build a BTREE on a camelCase
column and assert the scan plan contains `ScalarIndexQuery` under the fix's
case-preserving `ident()` expr, and that the pre-fix `col()` expr fails to plan
(it normalizes `repoName` → a nonexistent `reponame`). A regression that breaks
camelCase index routing — or reverts to `col()` — turns this red instead of
degrading to a full scan. The existing e2e (`camelcase_property_filter_executes`)
already guards the engine call-site (a `col()` revert errors there).


Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 21:06:13 +03:00
Andrew Altshuler
57348cf7fa
fix(engine): preserve identifier case in filter pushdown (#283) (#285)
* test(engine): regression tests for #283 camelCase property filters

Red against current code. A query (or chained mutation) that filters on a
camelCase schema field lints and plans cleanly but fails at run time with
"No field named reponame" because the identifier's case is destroyed at the
engine->Lance boundary.

Coverage added:
- query.rs unit: ir_filter_to_expr on a camelCase property must emit an
  Expr::Column named `repoName`, not `reponame` (red); plus a green coercion
  guard that a camelCase int column still gets a coerced literal.
- mutation.rs unit: predicate_to_sql must emit the column UNQUOTED and
  case-preserved (green guard documenting the committed-scan contract).
- literal_filters.rs e2e: a camelCase @index field with an inline-binding
  pushdown filter returns the seeded row (red — read pushdown).
- writes.rs e2e: an update+delete on a camelCase predicate, and a chained
  update that re-reads the pending side of scan_with_pending by the same
  camelCase predicate (red — pending MemTable scan).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* fix(engine): preserve identifier case in filter pushdown (#283)

Two engine->Lance boundaries lowercased camelCase column identifiers,
breaking any filter on a camelCase schema field even though the IR,
compiler, projection, and in-memory filtering all preserve case.

Read pushdown (exec/query.rs, ir_expr_to_expr): build the column reference
with datafusion::prelude::ident() instead of col(). col() routes through SQL
identifier normalization and lowercases an unquoted identifier
(`repoName` -> `reponame`); ident() builds an unqualified, case-preserved
Column. Property refs here are always bare column names, so there is no
qualified-name handling to lose. No-op for the lowercase columns that work
today.

Pending mutation scan (table_store.rs, scan_pending_batches): the
committed-scan consumer (Lance Scanner::filter(&str)) preserves an unquoted
identifier's case but treats a double-quoted "col" as a string literal, so
predicate_to_sql must keep the column unquoted. The pending side splices that
same unquoted predicate into a DataFusion `SELECT ... WHERE`, which would
lowercase it. Make that path case-preserving by disabling
sql_parser.enable_ident_normalization on its SessionContext rather than
quoting (quoting would match zero committed rows). predicate_to_sql gains
only a clarifying comment; its emitted string is unchanged.

Full engine suite green (579 tests).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(dev): case study for #283 camelCase filter bug

Record the root cause, the two-boundary fix (read pushdown col→ident; pending
mutation scan ident-normalization off), and why the obvious symmetric
"quote the column" fix is wrong (Lance reads a double-quoted column as a string
literal and silently matches zero committed rows). Linked from a new
"Case Studies" section in the dev index so the link check passes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 18:42:56 +03:00
Andrew Altshuler
3feb23af05
feat(cli): surface stored-query @description/@instruction in queries list (#280)
* test: e2e coverage for @description/@instruction surfaces

Add end-to-end tests pinning the two annotation surfaces as they exist
today, at their real boundaries:

- engine (lifecycle.rs): schema-level @description (node/edge/property)
  and @instruction (node/edge) persist verbatim into the on-disk
  _schema.ir.json through Omnigraph::init; property-level @instruction
  aborts init and writes no schema IR.
- server (stored_queries.rs): query-level @description/@instruction on a
  stored query surface as typed QueryCatalogEntry fields over
  GET /queries, and a query declaring neither omits both fields.

No behavior change — these document the current contract.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(cli): surface stored-query @description/@instruction in `queries list`

A stored query's @description/@instruction are its catalog metadata —
what it does and how to invoke it. The HTTP GET /queries catalog already
carries them, but `omnigraph queries list` dropped both fields in human
and --json output even though they were available on the registry entry.

Carry description/instruction on QueriesListItem (Option, skipped when
None) and copy them from the query decl. Human output prints an indented
`description:` / `instruction:` line per query when present; --json
includes the fields when present and omits them otherwise — matching the
HTTP catalog shape documented in docs/user/operations/server.md.

Tests (cli_queries.rs): a query with both annotations surfaces them in
human + --json; a query with neither prints no annotation lines and omits
both JSON fields.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(cli): document `queries list` output incl. description/instruction

Per AGENTS.md maintenance Rule 1, document the user-visible `queries list`
output alongside the field addition. The `queries` command family had no
row in the CLI reference top-level table; add one covering `list` (human
+ --json shapes, with description/instruction shown only when declared,
matching the HTTP GET /queries catalog) and `validate`.

Addresses the Greptile P2 review finding on PR #280.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(cli): indent multiline stored-query annotations in `queries list`

A `@description`/`@instruction` value can be multiline (GQ string literals
admit newlines), which made the human `queries list` output break back to
the left margin on continuation lines. Indent continuation lines to align
under the first via a `print_query_annotation` helper. Addresses review
feedback from @martin-g on PR #280.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Ragnor Comerford <ragnor.comerford@gmail.com>
2026-06-19 14:26:50 +03:00
Andrew Altshuler
7fd23c54a3
fix(cluster): stop cluster-apply crash-loops from the recovery-sidecar trap (#284)
* fix(cluster): stop cluster-apply crash-loops from the recovery-sidecar trap

A `cluster apply` carrying a schema change against a graph that has
non-main branches, or an unsupported "needs backfill" migration, armed a
recovery sidecar *before* calling the engine, then left it behind when the
engine rejected the apply pre-movement. The server refuses to boot while
any sidecar is pending, and re-running apply re-armed a fresh sidecar — an
unescapable crash loop. None of the engine rejections are bugs; the trap
is in the apply/serve choreography.

Three coordinated changes:

1. Preview before arming the sidecar. `cluster apply` now runs
   `preview_schema_apply_with_options` before `write_recovery_sidecar`, so
   parser/planner rejections (non-main branches, unsupported plan) fail
   loudly without leaving recovery work behind. The post-preview engine
   error path now deletes the sidecar when the live schema still matches
   the recorded digest (nothing moved), and keeps it only on real
   mid-movement failure — both branches covered by new engine-failpoint
   tests (cluster failpoints now enable omnigraph/failpoints).

2. Per-graph quarantine at serve time instead of whole-cluster refusal.
   A graph-attributed pending sidecar, an unopenable graph root, a query
   parse failure, or an unresolvable embedding provider now quarantines
   just that graph (logged loudly at every boot layer) while healthy
   graphs serve; `/graphs` lists only ready graphs and quarantined routes
   404. Cluster-global problems (missing/unreadable state, malformed or
   unattributable sidecars, shared-catalog or cluster-policy errors, zero
   healthy graphs) stay fail-fast. `--require-all-graphs` /
   OMNIGRAPH_REQUIRE_ALL_GRAPHS=1 restores all-or-nothing boot.

3. Backfill embedding-provider profile metadata on apply. Mirrors the
   existing policy-binding backfill: a pre-5A ledger missing
   `embedding_profile` is now detected as a metadata-only change and
   backfilled by a no-op apply, instead of bricking serve with
   `embedding_provider_profile_missing` forever.

Tests: trap (no sidecar after a rejected apply), both digest-cleanup
branches, per-graph quarantine (cluster + server), embedding backfill.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: resilient cluster boot + recovery-sidecar trap fix

Amend RFC-005 D4 readiness posture (cluster-global fail-fast vs graph-local
quarantine; deviation #5 for --require-all-graphs), add the v0.7.0 release
note, and update the user cluster/server/deployment docs and the
OMNIGRAPH_REQUIRE_ALL_GRAPHS env var.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(cluster): surface sidecar-cleanup failures; document severity promotion

Address Greptile review on PR #284:

- The pre-movement sidecar cleanup fast-path discarded `delete_object`'s
  result, so a transient delete failure left the graph quarantined with no
  signal. Add `try_delete_object` (Result-returning) and emit a
  `recovery_sidecar_cleanup_failed` warning diagnostic on failure; the
  fire-and-forget `delete_object` now delegates to it.
- Document why the serve-time loop promotes every `list_recovery_sidecars`
  diagnostic to a cluster-fatal error (the listing only emits genuine
  read/parse/version failures, as warnings, whose blast radius serving
  cannot prove) and note the promote-by-code path if that ever changes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 03:34:15 +03:00
Ragnor Comerford
7168ee0ed0
fix(engine): stop branch-merge fast-forward OOM on embedding tables (#277)
* fix(engine): stop branch-merge fast-forward OOM on embedding tables

A branch→main fast-forward merge of a forked, embedding-bearing table
re-derived the whole branch row-by-row: it lumped new + changed rows into
one Lance `merge_insert`, i.e. a full-outer hash join over the entire
delta that exhausts the DataFusion memory pool (8k rows × 3072-dim →
`Resources exhausted: 188MB HashJoinInput, 100MB pool`), so the merge
hung/failed instead of completing.

Fix the data path on existing, substrate-supported primitives:

- Adopt-with-delta split: new rows → `stage_append` (a streaming
  `Operation::Append`, no hash join), only genuinely-changed rows →
  a bounded `stage_merge_insert`, deletes inline. New `AdoptDelta` /
  `compute_adopt_delta` / `publish_adopted_delta` replace the combined
  `compute_source_delta` path; the three-way merge path is untouched.
- Stream the append via `stage_append_stream` →
  `execute_uncommitted_stream` (the substrate-blessed bulk-append path),
  removing the `Vec`+`concat` full-delta materialization. Blob-aware via
  `scan_stream_for_rewrite`. Exposed on the sealed `TableStorage` trait.
- Lazy row-signature: stop stringifying every row's embedding eagerly;
  compute the signature only for the `(Some,Some)` changed-candidate arm.
- Index coverage is reconciler-owned: the adopt path no longer rebuilds
  vector/FTS indexes inline; `optimize`/`ensure_indices` folds the new
  rows in (reads stay correct via brute-force tail). Post-merge
  index-coverage contract documented in docs/user/branching/merge.md.
- Recovery pin: new `CandidateTableState::AdoptWithDelta` is classified
  and pinned so the append's HEAD advance is sidecar-covered
  (invariant 5); the `BranchMerge` sidecar's loose classification covers
  the two-commit shape.

The regression gate is structural, not a brittle size threshold: task-local
write probes assert an append-only fast-forward merge does 0
`stage_merge_insert` (the OOM hash join), appends via `stage_append`, and
streams (0 whole-delta materialization). Plus functional correctness,
blob round-trip, index-defer, and a Phase-B failpoint recovery test.

Residual: the classify-time staging round-trip is still O(N) in memory
(architecturally required for the all-or-nothing multi-table publish);
bounding it fully is the fragment-adopt follow-up.

* test(engine): partial branch-merge Phase B must roll back (RED regression)

A branch-merge per-table publish is a multi-commit sequence — adopt:
append → upsert → delete; three-way: merge_insert → delete → index — each
step advancing Lance HEAD before the single manifest publish. Add four
failpoint sites at those windows and four regression tests (mixed delta:
a fresh id, a modified base id, a removed base id) asserting that a crash
mid-sequence rolls the whole merge BACK on the next open and a re-run
re-applies the full delta.

RED against current code: the loose `BranchMerge` classification rolls any
`lance_head > manifest_pinned` forward, so the partial is published and the
merge recorded — the rolled-back-to-base assertion fails with the partial
state visible (e.g. bob appended, dave not deleted). The fix lands next.

The failpoint sites are no-ops unless the `failpoints` feature activates them.

* fix(engine): roll back partial branch-merge Phase B (recovery WAL confirmation)

A branch-merge publishes each table with several Lance commits (adopt:
append → upsert → delete; three-way: merge_insert → delete → index), then
one manifest publish makes them atomic. Recovery classified `BranchMerge`
loosely: any `lance_head > manifest_pinned` with a matching CAS pin rolled
*forward* to the observed HEAD. So a crash mid-sequence published a partial
delta (e.g. the append without its sibling upsert/delete) and recorded the
merge as complete — silent data loss; a re-merge sees "already up to date"
and never repairs it.

Fix: make the recovery sidecar a two-phase WAL for `BranchMerge`. After the
whole per-table publish loop completes, stamp each pin's `confirmed_version`
with its exact achieved Lance version (a second sidecar write), then publish
the manifest. Recovery now:

- rolls FORWARD only to a pin's `confirmed_version` (set ⇒ Phase B finished);
- rolls BACK (`TableClassification::IncompletePhaseB`) when the HEAD moved but
  no confirmation was recorded ⇒ a partial publish ⇒ all-or-nothing restore to
  the manifest pin, so a re-run re-applies the full delta.

Scope: `BranchMerge` only. Other loose writers (`SchemaApply`,
`EnsureIndices`, `Optimize`) keep the loose roll-forward — their drift is
derived state (index coverage, compaction) a partial roll-forward never
corrupts, so confirmation would be cost without benefit.

This is the write-ahead intent record + idempotent roll-forward that the
fast-forward-main commit model requires to be crash-atomic across N tables;
version-recorded (not phase-count-derived), so it survives later changes to
the per-table commit sequence.

Regression tests (failpoints): four partial-window crashes — adopt
after-append / after-upsert, three-way after-merge / after-delete — each with
a mixed delta (new id, modified id, removed id) now roll the whole merge back;
the existing complete-Phase-B tests still roll forward.

* fix(engine): scope merge index docs to fast-forward; record append probe after write

Two PR-review fixes:

- docs(merge): the "a merge does not build indexes inline" note only holds for
  the fast-forward / adopt path (deferred to the reconciler). The three-way
  `Merged` path still rebuilds indexes inline in its publish, so a
  Merged-outcome merge of an embedding table pays the build up front. Scope the
  doc so a Merged-outcome user isn't surprised or led to skip a post-merge
  optimize.

- `stage_append` recorded its instrumentation probe before the fallible
  `execute_uncommitted`, so a failed staging write left the call/row counters
  inflated — and diverged from `stage_append_stream`, which records after the
  transaction is built. Record after the write succeeds.

* fix(engine): record stage_merge_insert / vector-index probes after write too

The prior commit moved `stage_append`'s instrumentation probe to after the
write, but left the two sibling write primitives with the identical ordering
bug: `stage_merge_insert` recorded before `execute_uncommitted`, and
`create_vector_index` before the index build. A failed write on either would
inflate the probe counter. Move both to record only after the write succeeds,
so all write-primitive probes share one rule (record-after-success) — closing
the class rather than the single instance the review flagged.

* docs(engine): mark the fragment-adopt excision boundary in the merge code

Comment the transitional row-level merge code so a future fragment-adopt
implementation (Lance branch-merge/rebase #7263 + UUID branch paths #7185)
knows exactly what it deletes and what it keeps:

- `AdoptDelta` / `compute_adopt_delta` / `publish_adopted_delta` — the row-level
  re-derivation; removed wholesale when a fast-forward merge becomes a fragment
  graft (adopt the source table version's fragments + indexes by reference).
- `stage_append_stream` — its only caller is that merge append; dead with it
  unless re-adopted as a general bulk-append path.
- `confirm_sidecar_phase_b` — the boundary marker: this SURVIVES. The recovery
  sidecar is the cross-table WAL a fast-forward-main commit still needs; only the
  within-table multi-commit reason for `IncompletePhaseB` narrows once each table
  is a single graft commit. Keep the sidecar; only simplify the classifier.

Comments only; no behavior change.

* test(engine): pre-upgrade v1 branch-merge sidecar must roll forward (RED)

Phase-B confirmation made the recovery classifier strict for every BranchMerge
sidecar — including ones written by a binary that predates confirmation. A
pre-upgrade crash in the Phase-B→C gap can leave such a sidecar over a COMPLETED
merge; the new classifier reads its absent confirmed_version as a partial and
rolls it back, silently discarding the finished merge (greptile P1 / Cursor High).

This regression test synthesizes that sidecar realistically: crash after Phase B
(real sidecar + advanced Lance HEAD), downgrade the on-disk JSON to the
pre-confirmation v1 shape (schema_version=1, strip confirmed_version), reopen.
RED: the merge rolls back, `bob` is discarded (left ["alice"], want
["alice","bob"]). The versioning fix lands next.

* fix(engine): version the recovery sidecar; read pre-confirmation merges as loose

Phase-B confirmation changed how a BranchMerge sidecar's absent confirmed_version
is interpreted (roll forward → roll back) without versioning the artifact, so the
new classifier silently discarded completed pre-upgrade merges (greptile P1 /
Cursor High). A capability flag would not fix the symmetric direction — keeping
schema_version=1, an OLD binary reading a NEW sidecar sails through its
already-shipped strict gate, ignores the unknown flag, and applies loose
semantics to a new partial → the same data loss on downgrade. Use the versioning
system instead.

- Bump SIDECAR_SCHEMA_VERSION 1 → 2; add a fixed CONFIRMATION_SCHEMA_VERSION = 2
  (the generation at which confirmation shipped — pinned, so a later v3 keeps v2
  confirmation-aware).
- Make the read gate version-aware (`parse_sidecar`): refuse only versions NEWER
  than this binary; accept and interpret older ones with their original
  semantics — no operator toil draining pre-upgrade sidecars. Rename
  `SidecarSchemaError.supported_version` → `max_supported_version` and reword.
- Dispatch classification by version: the strict BranchMerge confirmation path is
  gated on `schema_version >= CONFIRMATION_SCHEMA_VERSION`; a v1 BranchMerge
  sidecar falls through to the existing loose roll-forward. Thread
  `sidecar.schema_version` from `process_sidecar`.

This is bidirectionally safe: a new binary interprets v1 (loose) and v2 (strict)
and refuses the future; an old binary's `!= 1` gate already refuses v2, so it
never misreads a new sidecar. The flag was an additive-field pattern misapplied
to a semantics change; versioning is the correct mechanism.

Honest residual (any approach): an old *partial* sidecar still rolls forward —
v1 carries no confirmation, so partialness is undetectable in it. The fix stops
us from interpreting old sidecars under new rules; it can't retrofit information
they never had.

* fix(engine): harden recovery — mode resolver, loud divergence check, publish classified version

Three correct-by-design fixes from the holistic review of the recovery path, all
in recovery.rs (each closes a class, not an instance):

A. Resolve the classification mode from `(kind, schema_version)` once, instead of
   a kind×version match accreting fall-through guards in `classify_table`. New
   `ClassificationMode { Strict, Loose, Confirmed }` + an exhaustive
   `SidecarKind::classification_mode` — adding a writer kind or version floor is
   now one arm in the resolver (the compiler forces it), not a guard threaded
   through the classifier. No behavior change; existing classify/decide tests are
   the guard.

B. `confirm_sidecar_phase_b` now errors loudly when a pinned table has no achieved
   version in the publish `updates`, instead of silently skipping it (which left
   the pin unconfirmed → `IncompletePhaseB` → a silent rollback of a COMPLETE
   merge). Guards the implicit `pins ⊆ updates` invariant against a future
   divergence between the two filters (invariants 9/13). + a unit test.

C. Recovery roll-forward publishes the version classification OBSERVED
   (`state.lance_head`), not a fresh HEAD re-read at publish time. For a Confirmed
   pin classify already validated `lance_head == confirmed_version`, so this
   publishes the recorded WAL intent by construction and closes the
   classify→publish re-derivation/TOCTOU for every writer (invariant 15).
   `push_table_update_at_head` → `push_table_update(target_version: Option<u64>)`:
   roll-forward pins the classified version; roll-back keeps `None` (publishes the
   restore commit it just made). In-scope behavior is preserved, so the existing
   roll-forward integration tests are the guard; the drift-hardening is
   correct-by-construction (deterministic mid-sweep drift injection isn't feasible
   — a sync failpoint can't do an async Lance write).
2026-06-19 00:15:06 +02:00
aaltshuler
f2c512ae26 chore: remove CODEOWNERS chassis and the code-owner review gate
Some checks failed
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Release Edge / Build edge omnigraph-windows-x86_64 (push) Has been cancelled
Release Edge / Smoke Windows installer (push) Has been cancelled
The repo is a 2-person team where both maintainers own every path, so the
CODEOWNERS machinery (generated CODEOWNERS, roles yml, render script, the two
drift/hand-edit CI jobs) gated nothing real while adding friction: every PR
showed "Review required" and own-PRs merged only via admin/bypass override.

Remove the whole chassis and drop the review gate:
- delete .github/CODEOWNERS, codeowners-roles.yml, render-codeowners.py,
  the CODEOWNERS workflow, and docs/dev/codeowners.md
- branch-protection.json: drop the two CODEOWNERS required status checks,
  set require_code_owner_reviews=false and required_approving_review_count=0
  (CI checks are the gate; maintainers merge their own PRs once green)
- scrub CODEOWNERS references from AGENTS.md, docs indexes, branch-protection
  and ci docs, GOVERNANCE.md, and CONTRIBUTING.md

The policy change is inert until an admin runs scripts/apply-branch-protection.sh.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-18 02:55:27 +03:00
Andrew Altshuler
a9a5453520
Merge pull request #278 from ModernRelay/codex/compiler-error-rename
Rename compiler error and fix cluster config warnings
2026-06-18 02:17:29 +03:00
aaltshuler
f118b67402 address compiler error review comments 2026-06-18 00:02:21 +03:00
aaltshuler
4590c91f9d rename compiler NanoError and fix cluster config warnings 2026-06-17 23:44:24 +03:00
Ragnor Comerford
5243c048aa
perf(engine): remove the per-query metadata re-derivation tax on warm reads (#268)
* test(engine): add read-path IO instrumentation seam for warm-read cost tests

Prerequisite seam for the query-latency fixes. Adds
crates/omnigraph/src/instrumentation.rs:

- CountingStorageAdapter: a StorageAdapter decorator counting per-method
  reads (read_text/exists/read_text_versioned/list_dir), for the
  schema-contract reads on the query path.
- A per-query task-local (QueryIoProbes) carrying Lance WrappingObjectStore
  wrappers per open category plus a probe counter, delivered via
  with_query_io_probes. open_dataset_tracked attaches the wrapper so the
  open itself is counted (ObjectStoreParams.object_store_wrapper).

Wires the wrappers into the manifest open (open_manifest_dataset) and the
commit-graph opens (CommitGraph::open/open_at_branch). Production leaves
the task-local unset, so nothing attaches.

Makes Omnigraph::open_with_storage public so tests can inject the counting
adapter. lance-io is a dev-dependency (IOTracker named only in tests). No
runtime behavior change.

* test(engine): warm same-branch read should reuse the coordinator (red)

Cost-budget test using Lance IOTracker at the object-store boundary (the
LanceDB IO-counted-test pattern). On a 20-commit-deep graph, a warm
same-branch query re-opens a fresh coordinator, which opens both the commit
graph and __manifest. Asserts the read opens the commit graph zero times
and performs exactly one cheap version probe; today it does neither (it
scans the commit graph on re-open and never probes). The freshness guard
already passes. Adds the commit_many helper for history-depth fixtures.

Red half of the Fix 1 red->green pair; turns green with the next commit.

* perf(engine): same-branch reads reuse the warm coordinator (Fix 1)

query()/resolved_target re-opened a fresh GraphCoordinator from storage on
every read (full __manifest scan + two commit-graph scans), so a warm
read's cost grew with commit history (invariant 15) though the data was
unchanged.

resolved_target now serves same-branch reads from the warm in-memory
coordinator, gated by a cheap version probe (latest_version_id, one
object-store op) instead of a full re-open:
- fresh (probe == cached version): return the in-memory snapshot under the
  read lock, with a synthetic (branch, version) id and no commit-graph
  access (reads pin the snapshot by manifest version, not the commit DAG;
  invariant 2).
- stale: take the write lock, re-probe (double-checked; tokio RwLock has no
  read->write upgrade), then refresh_manifest_only (no commit-graph scan),
  preserving strong consistency for external writers (invariant 6).
Cross-branch and snapshot targets keep the existing cold-resolve path.

Adds ManifestCoordinator/GraphCoordinator::probe_latest_version and
GraphCoordinator::refresh_manifest_only. Nothing on the read path needs a
real commit ULID (only RuntimeCache keys on the id, where synthetic is
consistent), per a caller audit.

A warm same-branch read on a 20-commit graph now does zero commit-graph
opens and exactly one probe (down from a deep commit-graph scan) and still
observes external commits. The residual per-table __manifest scans are
removed later by Fix 2.

* test(engine): warm query should validate the schema contract once (red)

ensure_schema_state_valid runs twice per query (query()/run_query_at AND
resolved_target/snapshot_at_version), each reading 3 contract files + 2
existence probes. A warm query thus does 6 read_text + 4 exists where one
validation (3 + 2) suffices, measured via CountingStorageAdapter. Adds a
drift guard (schema_source_drift_is_caught_on_read) that already passes.

Red half of the finding-A red->green pair.

* perf(engine): validate the schema contract once per query (finding A)

ensure_schema_state_valid ran on every query AND again inside
resolved_target / snapshot_at_version, so each query validated the schema
contract twice (~10 storage ops). Removes the redundant query()/
run_query_at() calls; the validation inside resolved_target /
snapshot_at_version still runs, so drift is detected exactly as before.

A source-only fast path was rejected: a long-lived handle must detect
external drift of the schema source, IR, OR state on its next operation
(lifecycle::long_lived_handle_rejects_schema_*), which a source-only
compare would miss. So the only safe latency win is not validating twice.

A warm query now does one validation (3 read_text + 2 exists) instead of
two (6 + 4).

* test(engine): warm + multi-table reads should do zero manifest scans (red)

After Fix 1 a warm same-branch read still scans __manifest ~44 times at
20-commit depth: not from resolution (Fix 1 removed that) but from the
per-table open path, which routes through the Lance namespace and full-scans
__manifest twice per touched table (describe_table + describe_table_version).
Tightens the warm test to assert manifest read_iops == 0 and adds a
multi-table (traversal) test asserting the same, pinning the "2 tables = 2x"
tax. Red half of the Fix 2 red->green pair.

* perf(engine): open touched tables by location+version, not via the namespace (Fix 2)

SubTableEntry::open routed every read-path table open through
DatasetBuilder::from_namespace(BranchManifestNamespace), whose describe_table
full-scans __manifest and, with managed_versioning, makes Lance scan again
(describe_table_version) -- two full __manifest scans per touched table. That
was the residual that made warm-read manifest IO grow with history and the
'2 tables = 2x' multi-table tax.

The resolved Snapshot already holds each table's path/version/branch, so open
directly: from_uri(table_uri_for_path(root, path, branch)).with_version(v).
The branch-qualified location is the dataset that physically holds the version
(main: {path}; branch: {path}/tree/{branch}, Lance native-branch storage), and
with_version resolves it within THAT dataset's _versions. 0 namespace calls +
1 HEAD via the native ConditionalPutCommitHandler.

The read namespace (BranchManifestNamespace) is now unused in production
(writes use StagedTableNamespace), so it, its constructor, and the helpers only
it used (to_namespace_version, publish_requests, their imports) are gated
#[cfg(test)] -- retained to validate the namespace contract in unit tests.
Removes the dead open_table_at_version_from_manifest.

Warm same-branch + multi-table reads now scan __manifest zero times; branch +
time-travel reads stay correct (branching.rs, point_in_time.rs, 2 lib
regression tests); production-lib warnings unchanged (baseline).

* test(engine): cost-budget coverage for branch-warm and stale-refresh reads (matrix)

Extends the read-path cost-budget tests across more of the morphological matrix:
- warm_branch_read_does_no_manifest_scans: a warm read on a non-main branch
  (handle synced to it) scans __manifest zero times, exercising Fix 2's
  branch-owned-table open (tree/{branch} + with_version) on Fix 1's warm path --
  the cell that regressed when the open used with_branch against the base.
- stale_read_refreshes_manifest_only: an external commit makes the next read
  take the stale path, which re-reads the manifest (read_iops > 0) but never
  scans the commit graph (refresh_manifest_only), pinning Fix 1's manifest-only
  refresh.

Cold paths (cross-branch, time-travel) stay behavior-covered (branching.rs,
point_in_time.rs) and are cold by design (Fix 1 warm-paths only same-branch), so
there is no manifest==0 contract to assert there.

* test(engine): same-branch write after external commit must not fork the commit DAG (red)

* fix(engine): refresh commit-graph head before append to prevent same-branch DAG fork

A same-branch write that follows an external commit committed a fresh manifest
version (commit_all rebases the pin from a fresh coordinator) but appended off
the coordinator's stale in-memory commit-graph head, forking the commit DAG (the
new commit and the external commit shared a parent). Pre-existing for non-strict
inserts; widened to strict ops by Fix 1's refresh_manifest_only freshening the
read-time pin. record_graph_commit now refreshes the commit-graph head from
storage before append_commit, so the parent is the true current head.
record_merge_commit is unaffected (it passes explicit parents).

* perf(engine): hold open Dataset handles + share one Session per graph (Fix 3)

A warm same-branch read still re-opened every touched table per query (the
"never warms up" residual after Fix 1+2). A per-graph held-handle cache keyed by
(table_path, branch, version) now serves repeat reads with zero table opens, and
one shared lance::Session per graph warms metadata/index caches across opens.

Validated against LanceDB upstream (rust/lancedb/src/table/dataset.rs
DatasetConsistencyWrapper): hold an Arc<Dataset> and reuse it for 0-IO warm
reads; one Session per connection threaded into opens; writers never serve from
the read cache; time-travel bypasses. One adaptation: omnigraph keys by version
(snapshot-pins-version model) where LanceDB keys per-table+HEAD, reusing the
in-repo GraphIndexCache LRU template.

- ReadCaches (session + TableHandleCache) injected onto live-Branch-read
  snapshots in resolved_target; Snapshot::open serves from the cache or opens
  once with the session on a miss (via the instrumented open_table_dataset).
- Writes (resolved_branch_target -> open HEAD) and time-travel / Snapshot-id
  reads bypass the cache. Version-in-key makes a write a new key (old handle ages
  out via LRU); invalidate_all at branch-switch/refresh is hygiene only.
- Cost tests: a 2nd identical warm read does 0 table opens; a write re-opens only
  the changed table at its new version.

Full engine suite green.

* test(engine): forbid raw data opens in the read/exec layer (P2 guard)

Extend the forbidden-API guard with Dataset::open / DatasetBuilder::from_uri /
from_namespace so the read/exec layer (exec/, loader/, changes/, db/omnigraph/)
cannot bypass Snapshot::open and the held-handle cache (Fix 3). The instrumented
opener (instrumentation.rs) is allow-listed; two legitimate non-read opens (a
test editing __manifest, Hard-drop version GC) carry sentinels. The
storage/manifest layers stay allow-listed.

Lean P2 scope, per LanceDB-upstream + minimize-liability: the data-read boundary
already exists (SubTableEntry::open); this guard pins it so a future read cannot
open around the cache. Centralizing all internal opens behind one opener is
deferred.

* docs(dev): invariant 15 (one source of truth, cheaply derived) + cost-budget testing

Records the principle behind the query-latency work: Lance and the manifest are
the source of truth, everything else a derived view held warm and refreshed by a
cheap probe; the two failure modes (a drifting parallel copy, and cold
re-derivation whose cost grows with history) are deny-listed. Adds the
cost-budget testing discipline (assert a warm read's open/IO count is flat at
commit-history depth, the LanceDB IO-counted pattern) and the warm_read_cost.rs
row. Updates the read-path-re-derivation known gap to reflect what Fix 1/2/3 +
finding A close, and adds the commit-graph-parent-under-concurrency gap.

* fix(engine): branch-incarnation identity + unified invalidation + shared LruMap (PR #268 review)

Phase 6 A-D, correct-by-design responses to the Codex/Greptile P2 review comments. A: warm-read freshness and the table-handle cache key use the manifest incarnation (e_tag, manifest-timestamp fallback, then version), so a deleted+recreated non-main branch reusing a version number cannot be served stale; main stays version-cheap, non-main loads latest_manifest; a detected stale refresh also invalidates read caches; two regression tests force the version collision. B: unify the two cache invalidations into Omnigraph::invalidate_read_caches() at the four sites. C: assert the stale path's probe count. D: shared LruMap behind both caches with unconditional eviction, plus a unit test. Full engine suite green; multi-process lineage fork and O(history) write refresh remain known gaps for Phase 6E/7.
2026-06-17 13:25:20 +02:00
Andrew Altshuler
d0e06a6ff6
docs: audit pass — drop pre-0.7.0 release notes; scrub RFC refs from user docs (#272)
* docs: audit pass — drop pre-0.7.0 release notes; scrub RFC refs from user docs

- Delete the pre-0.7.0 release-notes archive (v0.2.0 … v0.6.2); keep v0.7.0.
- Rewrite every inline "RFC-0NN" citation in docs/user/** into durable
  plain language (the behavior is the contract, not the planning doc):
  cli/index.md, cli/reference.md, clusters/index.md, operations/{maintenance,
  policy,server}.md. Updated the in-page "Scopes & profiles" anchor to match
  the de-RFC'd heading.

No sub-0.7.0 version caveats or stale Lance-version refs were present in
docs/user/**. Dev docs, AGENTS.md, and instruction files are out of scope for
this pass.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs: second alignment pass — drop residual pre-cluster-only framing

- cli/reference.md: rewrite the server-scope graph-resolution rule — an
  omnigraph-server is always cluster-backed, so GET /graphs always answers and
  --graph is required; the bare-URL path is only the fallback for an
  unavailable/non-omnigraph endpoint (was "a single-graph / flat server …
  uses its bare URL as before").
- embeddings.md: "Direct single-graph serving" → "Direct (--store) access"
  (there is no single-graph serving mode under cluster-only).
- clusters/{config,index}.md: drop the removed --target flag from the
  "--cluster cannot combine with …" clauses.

Verified: no Linear tickets, no RFC refs, no single-graph-as-current, no
--target-as-combinable in docs/user/**.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-17 02:58:47 +03:00
Andrew Altshuler
b6131393b7
docs(readme): drop em-dashes, Cursor→Codex, rename agent section (#274)
* docs(readme): drop em-dashes, Cursor→Codex, rename agent section

- Replace all 20 em-dashes with context-appropriate punctuation (colons,
  semicolons, parens, commas) — removes the AI-slop tell.
- Cursor → Codex (the agent-host examples and the MCP host list).
- "Drive it with an AI agent" → "Set it up with an AI agent".

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs(readme): wordmark header + simplify query examples

- Add the compact wordmark header (light/dark SVG, subtitle, nav row, restyled
  badges) from the header-redesign work; bring the wordmark assets with it.
- Rewrite the Query and mutate examples to lead with the short, config-default
  form (no repeated --server/--graph) and aliases — showing how simple it is,
  not crazy-long lines. The verbose --server/--graph/--store form is demoted to
  a one-line "ad-hoc target" note.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-17 02:36:14 +03:00
Andrew Altshuler
b55ca02131
docs(readme): one sentence per line in the intro (#271)
Adjacent source lines collapse into run-on text when rendered. Add hard line
breaks so the headline, subhead, and each intro sentence land on their own line.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-17 00:58:28 +03:00
Andrew Altshuler
ccd13eca7c
docs(readme): make Key capabilities a table (#270)
Match the "What you can build" section's scannable two-column format.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-17 00:45:28 +03:00
Andrew Altshuler
8cb127d8fa
docs(readme): server-first rewrite — deploy, agents, on-prem RustFS (#269)
* docs(readme): server-first rewrite — deploy, agents, on-prem RustFS

Reframe the README around the actual product: a self-hostable, multigraph
graph server for context assembly and multi-agent coordination, deployed
Terraform-style on your own object storage (on-prem via RustFS, or S3/R2/GCS).

- Lead with key capabilities and what you can build, not a local toy.
- Promote "Drive it with an AI agent" (skill + a docs-first setup prompt) above
  the manual deploy walkthrough — agents are the primary operator.
- "Deploy" is the hero: cluster.yaml → object store → validate/plan/apply →
  omnigraph-server, with RustFS as the on-prem path front and center.
- "Query and mutate": stored queries by name + branch/review/merge.
- Security & governance as scannable bullets; Clients & SDKs as a table.
- Embedded local graph demoted to a clearly-labeled "quick test" (Signal →
  Indicates → Pattern), explicitly dev/experiment-only.
- Drop the "serve/served/serving" vocabulary tic in favor of deploy/run.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs(readme): add the server boot command to Deploy §3 (Greptile P1)

The "Converge and run" step showed only the converge half — the code block
ended at `cluster apply` with no `omnigraph-server` command, leaving a linear
reader without a way to actually start the server. Add the boot line.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs(readme): simplify the server boot command

Drop the inline OMNIGRAPH_SERVER_BEARER_TOKEN prefix from the Deploy hero —
the example cluster declares a policy so the server boots without it, and
bearer auth is covered in Security & governance. Leaves a single clean line.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs(readme): boot the server from the cluster dir, not a raw s3:// URI

Pointing --cluster at the bucket hardcodes the storage URI in the run command.
Boot from the config directory instead; the storage URI lives once in
cluster.yaml and the server resolves it — single source of truth, and
consistent with the cluster apply commands above.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-17 00:41:10 +03:00
Andrew Altshuler
e510937a7e
docs(readme): remove CI status badge (#267)
The CI badge read "failing" largely from concurrency-cancelled runs (rapid
doc pushes cancel in-flight runs → cancelled conclusion) and a now-fixed
S3-job break, not from a broken default branch. It's been more noise than
signal; drop it. CI status is still visible on the Actions tab.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 14:47:35 +03:00
Ragnor Comerford
a68896c4a0
docs(readme): embedded quick-start run-through + trimmed Clients (#266)
* docs(readme): add embedded quick-start run-through + trim Clients

- Quick start: a copy-pasteable embedded (local file) run-through
  (schema → init → load → query → branch), followed by a "Storage backends"
  table that surfaces the one thing that changes across embedded / S3 object
  storage / RustFS-MinIO — the graph address — with a pointer to cluster mode
  for served multi-graph deployments.
- Clients: collapse to a two-line pointer (npm packages + omnigraph-ts repo);
  Python SDK marked coming soon.

* docs(readme,quickstart): fix init addressing + drop non-parsing schema commas

Addresses PR review (both verified against source):

- README "Storage backends": `init` takes the graph address as a positional
  argument, not `--store` (`Command::Init { uri: String }`) — Codex. Table now
  shows bare addresses and a note on which flag each verb uses.
- docs/user/quickstart.md: drop trailing commas in the schema. The .pg grammar
  (`prop_decl = { ident ~ ":" ~ type_ref ~ annotation* }`, node body
  `(prop_decl | body_constraint)*`, comma not in WHITESPACE) has no comma rule,
  so `name: String,` fails to parse — Greptile.
2026-06-16 12:36:11 +02:00
Ragnor Comerford
ee4986e9a1
docs: onboarding-first README + in-repo agent skill + drop RustFS script (#257)
* docs: optimize README for dev onboarding; fix 0.7.0 staleness

The README's setup half drifted from the shipped 0.7.0 CLI and led with the
heaviest path (Docker + RustFS). This reworks it for fast, correct onboarding:

README.md
- New zero-dependency "Your first graph in 60 seconds" hero: a fully
  copy-pasteable local file-backed loop (schema → init → load → query → branch).
- Add a correct "Serve it" section (cluster apply + omnigraph-server --cluster);
  the server is cluster-only on main, so the old positional-URI boot is gone.
- Demote the RustFS bootstrap to "rehearse the S3 path locally"; reframe the
  storage bullet as "filesystem or any S3-compatible store (AWS S3, R2, MinIO,
  RustFS)" — RustFS is a provider, not a storage class.
- Fix crate/MCP descriptions (query/mutate/load, not read/change/ingest).

docs/user/quickstart.md
- Fix the query example: `read --name <q> … <uri>` is removed — the query name
  is positional and the graph is addressed with `--store` (`omnigraph query
  find_people --query queries.gq --store graph.omni`).

scripts/local-rustfs-bootstrap.sh
- Convert to cluster mode: write a cluster.yaml (storage: s3://…), then
  validate → import → apply, load the fixture into the derived root with the
  now-required --mode, and serve with `omnigraph-server --cluster`. The old
  flow (`load` without --mode, `omnigraph-server <URI>` positional boot) no
  longer works on a cluster-only server.

* docs: move agent skill into the repo, add agent-setup snippet, drop rustfs script

skills/omnigraph
- The operational skill (formerly `omnigraph-best-practices` in the cookbooks
  repo) now lives with the engine it documents, co-versioned. Renamed to
  `omnigraph`; repository metadata repointed here.
- Broadened the description to trigger on intent — storing/retrieving/querying
  knowledge, agent memory, building a knowledge graph, operating Omnigraph — as
  well as on CLI/artifact sightings (stays ≤1024 chars).
- Install: `npx skills add ModernRelay/omnigraph@omnigraph`.

README
- New "Set it up with an AI agent" paste snippet: installs the skill, reads the
  docs (URL), browses the cookbooks, and asks the user about a use case before
  standing up a first graph.
- "Agent skill & starter graphs" section points at skills/omnigraph + cookbooks.

Drop scripts/local-rustfs-bootstrap.sh
- Not CI-tested (so it rotted: it broke on the cluster-only migration — positional
  server boot, load without --mode), demoed the now-optional S3 path, and was the
  most fragile artifact in the repo. Replaced with a "Testing against S3 locally"
  guide in deployment.md (docker run RustFS/MinIO + AWS_* env + cluster-on-S3).
  README/AGENTS references updated.
2026-06-16 11:48:13 +02:00
Andrew Altshuler
05cb73eda6
test(cli): pass --yes in the S3 e2e overwrite load (RFC-011 Decision 9) (#265)
The RustFS S3 integration job was red on `local_cli_s3_end_to_end_init_load_read_flow`:
the test runs `load --mode overwrite` against an `s3://` target, which the
RFC-011 Decision 9 destructive-write guard now refuses without `--yes`
("refusing destructive `load --mode overwrite` against non-local target …").

The guard is intended and already covered in cli_data.rs; this test slipped
through because it only runs in the bucket-gated RustFS CI job, not the default
local gate. Add `--yes` to match the established pattern used by the other
overwrite-against-non-local tests in this file (lines ~1305, ~1331).

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 12:24:14 +03:00
Andrew Altshuler
1493ea4ce6
docs(readme): widen --server to <name|url>; show --as on cluster apply (#264)
Two accuracy nits from the #263 bot review, against the cookbook's authoritative
addressing reference: `--server` accepts a name OR a literal `http(s)://` URL
(prose had narrowed it to `<name>`), and `cluster apply` should show `--as
<actor>` so the control-plane action's attribution is explicit.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 11:43:45 +03:00
Andrew Altshuler
df0b0eadd1
docs(readme): make Common Commands cluster-first, not store-first (#263)
Follow-up to #262: the command examples led with single-file `--store ./graph.omni`
for everything (init/load/query/mutate/branch), which reads as a single-graph-file
product — the opposite of the cluster-first paradigm.

Reframe so the everyday loop is the headline: declare a cluster → `cluster apply`
→ `omnigraph-server --cluster …` → work against the served graph with
`--server <name> --graph <id>`, invoking stored queries by name. `--store` is
demoted to a clearly-secondary "Local / ad-hoc" note for standalone-graph
iteration. Folds the former separate "Serving" section into step 1.

All served examples verified to resolve correctly (`→ http://…/graphs/<id>
(served)`).

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 11:40:11 +03:00
Andrew Altshuler
a83da2ccfd
docs(readme): align with cluster-first paradigm + RFC-011 CLI ergonomics (#262)
* docs(readme): align with the cluster-first paradigm + RFC-011 CLI ergonomics

The README's command examples and crate list predated 0.7.0. Update them:

- Common Commands: capability/addressing model — positional/`--store` for direct
  storage, `--server` for served graphs (no positional `http(s)://`), `query`/
  `mutate` invoke a stored query by name (positional is the query name), `load`
  requires `--mode`. Drop the false "same URI works for local/s3/http" claim and
  the deprecated `read`/`change` + `--name` forms; mention `~/.omnigraph/config.yaml`.
- New "Serving (cluster-first)" section: a deployment is a cluster.yaml converged
  with `cluster apply` and served by `omnigraph-server --cluster <dir|s3://…>`
  (no single-graph mode; config-free boot from a bucket).
- Fix the stale docs link (`docs/user/cli.md` → `cli/index.md` + the CLI reference)
  after the docs were restructured into topic sections.
- Workspace Crates: list all seven (add omnigraph-policy, omnigraph-api-types,
  omnigraph-cluster) with cluster-first framing.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs(agents): fix the stale `read --name` quick-reference example

AGENTS.md (always-loaded; symlinked to CLAUDE.md) still showed the deprecated
`omnigraph read --query … --name … <s3-uri>` form. Update it to the RFC-011
shape: `omnigraph query --query … <name> … --store <uri>` (read→query, --name→
positional query name, positional URI→--store). Addresses the bot-review finding
on #262.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 11:18:16 +03:00
Andrew Altshuler
e539aa1693
ci(release): single-writer release publish — fix the matrix finalize race (#261)
The release matrix ran three jobs (linux/macos/windows) that each called
`softprops/action-gh-release` to create-or-update the SAME release. Concurrent
"Finalizing release" calls exhausted the action's retries, so whole platforms'
assets were dropped (on v0.7.0: linux won; macOS and Windows failed and their
binaries never attached).

Split build from publish:
- the matrix now only uploads workflow artifacts (`actions/upload-artifact`);
- a single `publish_release` job downloads them all and makes one
  `action-gh-release` call — the sole writer, so no race.

Also add a `tag` workflow_dispatch input (resolved as `inputs.tag ||
github.ref_name`) so a tag can be re-published without re-cutting it — used to
finish v0.7.0. `update_homebrew_tap` and `smoke_windows_installer` now depend on
`publish_release` and use the resolved tag (not `GITHUB_REF_NAME`, which is the
branch on a dispatch).

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 11:08:20 +03:00
Andrew Altshuler
7540c86fa0
ci(publish): add omnigraph-api-types + omnigraph-cluster to the crates.io publish order (#260)
The publish-crates workflow's list predated two workspace crates: the shared
wire-DTO crate `omnigraph-api-types` (RFC-009) and `omnigraph-cluster`. On the
v0.7.0 tag it published compiler/policy/engine, then failed on `omnigraph-server`
("no matching package named `omnigraph-api-types`") because that dependency was
never published.

Insert both in dependency order (after omnigraph-engine, before
omnigraph-server). The workflow is idempotent (per-crate version check), so a
re-dispatch for v0.7.0 skips the three already-published crates and finishes
api-types → cluster → server → cli.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 05:23:55 +03:00
Andrew Altshuler
80ef9964fe
docs(releases): finalize v0.7.0 notes (#259)
Reconcile the v0.7.0 release notes with what 0.7.0 actually ships. The draft was
mid-cycle; two facts changed and a late-cycle arc was missing.

- omnigraph.yaml is REMOVED (not deprecated): drop the deprecation-window
  framing (config migrate, OMNIGRAPH_NO_LEGACY_CONFIG, OMNIGRAPH_SUPPRESS_YAML_
  DEPRECATION); the two-surface config (cluster.yaml + ~/.omnigraph/config.yaml)
  is the only config.
- Cluster-only server: the server boots only from --cluster; no single-graph
  flat-route / positional-URI / omnigraph.yaml-graphs boot. Deprecated-route Link
  headers are the sibling-relative form (<load>, not </load>).
- Add the RFC-011 tail: defaults.store, profile list/show, schema-apply refusal
  (CLI signpost + server 409), read-only aliases, the any/served/direct/control/
  local capability vocabulary, removed legacy data-plane addressing.
- New "Engine & substrate" section: Lance 6→7, indexed traversal, scalar-index/
  query-latency, index-materialization-deferred, recovery liveness, branch-fork
  self-heal, composite @unique.
- New "Embeddings (RFC-012)" section + breaking bullet: provider-independent
  client (OpenRouter default), @embed same-space validation, the default-provider
  flip (OMNIGRAPH_EMBED_PROVIDER=gemini for Gemini-direct; OMNIGRAPH_GEMINI_BASE_URL
  dropped).
- Upgrade notes: replace the false "omnigraph.yaml keeps working / config migrate"
  guidance with the manual cluster.yaml + operator-config path; add server
  --cluster and embeddings notes.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 05:04:49 +03:00
Andrew Altshuler
51852fdbed
Merge pull request #248 from ModernRelay/ragnorc/shaping-config-integration
RFC-012: embedding provider independence + remove dead client
2026-06-16 04:38:50 +03:00
aaltshuler
e33041c8b7 Fix aws server startup config test 2026-06-16 04:23:07 +03:00
aaltshuler
4f8c71fa23 Merge remote-tracking branch 'origin/main' into ragnorc/shaping-config-integration
# Conflicts:
#	crates/omnigraph-cluster/src/lib.rs
#	crates/omnigraph-cluster/src/serve.rs
#	crates/omnigraph-server/src/lib.rs
#	crates/omnigraph-server/src/settings.rs
#	docs/user/clusters/config.md
2026-06-16 04:13:00 +03:00
aaltshuler
16e4a833c0 Wire cluster embedding providers 2026-06-16 04:02:08 +03:00
Andrew Altshuler
b5658dc696
[codex] fix RFC-011 follow-up regressions (#258)
* fix rfc-011 follow-up regressions

* test(cli): remove served schema-apply tests obsoleted by the cluster 409

This PR disables server-side schema apply for cluster-backed serving (409 →
`omnigraph cluster apply`). Two system_local tests still drove *served* schema
apply against a spawned `--cluster` server and asserted the pre-409 behavior, so
they failed under `cargo test --workspace`:

- `local_cli_schema_apply_enforces_engine_layer_policy` — expected a per-actor
  policy `denied`/allow on the served route; the route now 409s for everyone
  before policy runs.
- `local_cli_schema_apply_rejects_stored_query_breakage_before_publish` —
  expected a served apply to reject a stored-query breakage; the route now 409s
  before any apply.

Both exercise a path the PR intentionally removed. Their surviving coverage:
the 409 itself is pinned by `schema_routes::schema_apply_route_refuses_cluster_backed_server_mode`
(asserts 409 + no mutation); stored-query-breakage-before-publish stays covered
by `schema_routes::schema_apply_route_rejects_stored_query_breakage_before_publish`
(single-mode); engine-layer schema_apply Cedar enforcement stays covered by
`policy_engine_chassis`. Remove the obsolete served versions.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(server): report the cluster-backed schema-apply 409 after the Cedar gate

The 409 ("schema apply is disabled for cluster-backed serving") fired at the top
of `server_schema_apply`, before `authorize_request`. An authenticated-but-
unauthorized actor therefore learned the server is cluster-backed (409) instead
of getting a normal 403 — leaking topology before authorization, against the
same posture that keeps `GET /graphs` default-deny.

Move the 409 below the Cedar gate so the route reports 401 → 403 → 409: an
unauthorized actor gets 403, and only an actor authorized for `schema_apply`
sees the actionable "use `omnigraph cluster apply`" 409. (An open/unauthenticated
server still 409s, as it has no topology to protect.)

Regression: `schema_apply_route_cluster_backed_denies_unauthorized_actor_before_409`
(POLICY_YAML grants no schema_apply → act-ragnor gets 403, not 409). Addresses the
bot-review finding on #258.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 03:11:43 +03:00
aaltshuler
8d2128438e fix(cli): quote @embed annotation values in schema show so they round-trip
`render_annotations` emitted `@embed` values unquoted — `@embed(title,
model=openai/text-embedding-3-large)`. The parser stores values via
`decode_string_literal` (quotes stripped) and `annotation_kwarg` requires a
quoted `literal`, so the rendered output did not re-parse: a `model` containing
`/` or `-` is not a valid bare token. `schema show` therefore produced schema
text that `schema apply`/lint would reject.

Re-quote the positional value and every kwarg value as string literals, so
`schema show` reproduces `@embed("title", model="openai/text-embedding-3-large")`
and round-trips. Regression: `render_annotations_quotes_values_so_embed_round_trips`
parses the rendered form back through the schema grammar.

Addresses the bot-review finding on #248.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 01:25:27 +03:00
aaltshuler
1498ed821e fix(embedding): from_parts honors an explicit model for the mock provider
`EmbeddingConfig::from_parts(Some("mock"), _, Some(model), _)` short-circuited to
`Self::mock()` and silently dropped the provided `model`, falling back to
`OMNIGRAPH_EMBED_MODEL`. A cluster `embeddings` profile that sets
`provider: mock, model: X` (RFC-012 Phase 5) would therefore not resolve to X —
the query-time same-space check (`exec/query.rs`) compares the recorded model
against the resolved one, so a dropped model makes that check fire on the wrong
value (a spurious mismatch, or env-dependent). Mock vectors are model-independent
so this is not silent cross-space ranking, but it breaks the contract `from_parts`
documents ("model defaults exactly as from_env does") and the cluster path that
Phase 5 wiring will feed it.

Honor an explicit `model` for mock; fall back to `mock()`'s env-based model only
when none is supplied. Regression: `from_parts_mock_honors_an_explicit_model`
(red before this change).

Addresses the bot-review finding on #248.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 01:14:01 +03:00
Andrew Altshuler
9513b076d2
docs(cli): fix the --help capability legend (config removed, profile added) (#256)
The `local` line of the `--help` "COMMANDS BY CAPABILITY" legend was stale: it
still listed `config` (the `config migrate` group was removed with the
omnigraph.yaml excision) and omitted `profile` (added by RFC-011 D8). Update the
list to `embed, login, logout, profile, version`.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-15 23:44:23 +03:00
Andrew Altshuler
7c092d3206
feat(cli): add read-only profile list / profile show (RFC-011 D8) (#255)
Inspect the per-operator `~/.omnigraph/config.yaml` scope profiles without
running anything:

- `profile list [--json]` — every profile with its binding (server/cluster/store)
  and default graph; marks the `$OMNIGRAPH_PROFILE`-active one. A malformed
  (zero/two-scope) profile is reported as `invalid: <reason>`, not a hard failure.
- `profile show [<name>] [--json]` — one profile's resolved scope: binding kind +
  target, the resolved endpoint (a server's URL / a cluster's root / the store
  URI), default graph, and output format. With no name, shows the active
  (`$OMNIGRAPH_PROFILE`) profile, else the flat operator defaults.

Both are `local` (Session plane) — they read operator config only, take no
addressing flags. Display reads `OperatorProfile::binding()` + the same
`servers`/`clusters` lookups the scope resolver uses (not `resolve_scope`, which
is capability-gated and can't render all three binding kinds at once), so it is
honest about what a profile binds.

Also: RFC-011 bookkeeping (Status → Accepted; D8 shipped, D11 gated on RFC #219,
D5 deferred) and drop the stale "legacy config actor (RFC-008 window)" comment in
operator.rs (the legacy actor is gone).

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-15 23:33:01 +03:00
Ragnor Comerford
6a2dfa7325
fix: self-heal manifest-unreferenced branch forks (stop wedged branches) (#231)
* chore: correct stale global-lock comments

The global Arc<RwLock<Omnigraph>> that once serialized every server write was
removed — the server holds the engine as a lockless Arc<Omnigraph> and write
methods are &self, so the per-(table_key, branch) write queues are now the
actual write-serialization mechanism (in-process only).

Correct comments that still claimed the global lock is 'still in place' /
'today', or framed the queues as MR-686 scaffolding: write_queue.rs module doc,
exec/merge.rs, db/omnigraph/schema_apply.rs, db/manifest/recovery.rs, and the
bench_concurrent_http.rs example (which also wrongly stated mutate_as is
&mut self). workload.rs is left as-is — its 'previous global RwLock' wording is
accurate history.

* test: regression for self-healing a manifest-unreferenced fork

An interrupted first-write fork (create_branch succeeded, the manifest publish
did not) leaves a fully-formed Lance branch ref the manifest never references.
The branch stays a valid manifest branch, so cleanup's reconciler never
reclaims it, and today the next write to that table wedges with 'incomplete
prior delete; run cleanup'.

Forge that exact residue (a live 'feature' branch + a directly-created
'feature' ref on the Person table the manifest doesn't reference) and assert
the next load AND mutate self-heal. Deterministic and local — no S3 or timing,
since the forge IS the post-crash state. Adds a shared node_table_uri helper.

This commit is RED: it reproduces the bug and fails against the unfixed engine
with the predicted symptom. The fix follows in the next commit.

* fix: self-heal manifest-unreferenced branch forks

The first write to a table on a branch lazily forks it via Lance create_branch,
a durable two-phase op that advances Lance state BEFORE the atomic manifest
publish. If the writer dies or its request future is cancelled between the fork
and the publish, the branch ref is fully formed but the manifest never
references it. The next write re-enters the fork path, create_branch collides,
and the engine wedged with 'orphaned table state ... incomplete prior delete;
run cleanup' — which cleanup could not even fix, because the branch is still a
live manifest branch. This hit load, mutate, ingest, and the merge fork path
(one shared engine chokepoint), so a routine deploy restart or client
disconnect could wedge a branch.

Fix: treat the per-table fork ref as derived state of the manifest. fork_branch_
from_state returns a typed ForkOutcome instead of a human 'incomplete prior
delete' error; on RefAlreadyExists the db layer reclaims the manifest-
unreferenced fork (force_delete_branch + re-fork, exactly once) and proceeds.
A live committed fork is still routed to a retryable conflict before the fork
path, so concurrent first-writes stay correct.

Reclaim is only safe if no in-process writer can be mid-fork, so the write
entry points (load, mutate) acquire the per-(table, branch) write queues for
all touched tables up front — before the fork, held through the publish — when
forking a non-main branch. commit_all accepts these pre-held guards instead of
re-acquiring (the queue is non-re-entrant). The merge fork path already holds
the queue and self-heals through the shared wrapper. Cross-process in-flight
forks remain the documented one-winner-CAS gap.

Mechanical prep folded in: mutation IR lowering is hoisted so the touched-table
set is known before execution; commit_all gains the held_guards parameter.

Flips recreate_over_orphaned_fork_before_cleanup_is_actionable to assert
self-heal; fork_collision_with_live_concurrent_fork_is_retryable still holds.
Docs: writes.md cancelled-future note, invariants.md cross-process known gap.

* fix(cleanup): reconcile per-table manifest-unreferenced forks

reconcile_orphaned_branches keyed orphans on the branch NAME (absent from the
manifest), so it only reclaimed forks from a fully-deleted branch. A fork left
on a still-live branch by an interrupted first-write was never reclaimed — the
backstop the handoff expected cleanup to provide did not cover that case.

Broaden it to a per-table authority test: a Lance branch B on table T is an
orphan iff B is not a live manifest branch (delete-leftover) OR the manifest's
branch-B snapshot does not place T on B (interrupted first-write). Per-branch
snapshots are resolved once and cached across tables. Legitimately-forked
tables, main, and internal/system branches are never reclaimed; children are
dropped before parents to avoid Lance's referenced-parent RefConflict. The
commit-graph half stays whole-branch (per-table doesn't apply there).

This is the guaranteed-convergence backstop to the write-path self-heal: it
reclaims any fork the write path never revisits, and is what Lance's own
create_branch docstring asks embedders to provide for zombie/orphan refs.

* fix: reclaim self-validates against fresh manifest authority

The fork reclaim force-deletes a Lance branch ref, gated on the caller's proof
that the manifest does not place the table on the branch. But the first-write
path obtains that proof via snapshot_for_branch, which returns the coordinator's
CACHED snapshot when the handle is bound to the branch (an embedded handle on
the branch, or branch_merge's target swap). If that snapshot is stale and a
concurrent writer already published a legitimate fork, the reclaim would
force-delete it and re-fork from source, stranding the manifest at a version the
recreated ref no longer has.

Make the destructive primitive own its safety precondition: re-derive it from a
FRESH manifest read (fresh_snapshot_for_branch, which bypasses the cache)
immediately before force-deleting. If fresh authority shows the table is on the
branch, refuse with a retryable conflict instead of destroying a valid fork.
Correct for any caller regardless of snapshot staleness. Also stop branching on
Lance's exact RefConflict prose (loosened match; typed-variant is the durable
follow-up). Addresses PR review (Codex P1, Greptile P2).

* fix: cover delete-cascade edges in up-front fork-queue acquisition

A node delete cascades to every edge table touching that node (execute_delete_
node), forking those edge tables during execution. But touched_table_keys
derived the up-front fork-queue set from the IR ops alone (just node:Type), so a
branch delete that forks node + cascade edges held only the node queue —
commit_all then saw cascade-edge keys it had no guard for.

The touched set is a pure function of (IR ops + catalog), so compute the
COMPLETE set: op types plus, for delete-node ops, the cascade edges derived the
same way the executor derives them (from_type/to_type match). Pre-computed now
equals actual by construction.

Also promote commit_all's held-guard coverage check out of debug_assert into an
all-builds check that fails the write with a typed manifest_internal error: a
load-bearing serialization invariant must fail loudly+safely in release, not
silently proceed unguarded if a future execution path ever touches a table
outside the pre-computed set.

Adds branch_cascade_delete_forks_node_and_edges_under_held_queues, which drives
the cascade path on a branch (the gap the existing insert/load tests missed).
Addresses PR review (Cursor medium, Greptile P2).

* fix(cleanup): serialize fork reclaim against in-process live writers

The broadened per-table reconciler force_delete'd an orphan candidate on a LIVE
branch without holding the per-(table, branch) write queue. An in-process
first-write fork in its fork->publish window holds that queue and has not yet
advanced the manifest, so it looks exactly like an origin-2 orphan — concurrent
cleanup could delete the ref the writer still holds and is about to publish.
(The old branch-name-based reconciler did not have this race: a deleted branch
cannot have a live first-write.)

Bring the reconciler under the same invariant the write-path reclaim already
obeys: never force_delete a fork ref without holding the (table, branch) write
queue AND confirming, under it, from a fresh read, that the ref is still
manifest-unreferenced. Acquire one key at a time (no lock-order inversion vs
multi-table acquire_many writers); if the writer published meanwhile, the fresh
re-check sees the table on the branch and skips. Cross-process writers remain
the documented one-winner-CAS gap. Addresses PR review (Cursor high).

* fix: classify create_branch failure by ref existence, not by failure

fork_branch_from_state mapped ANY create_branch failure to RefAlreadyExists,
routing transient I/O / version / Lance-internal errors into the destructive
reclaim path and masking the real error as a retryable conflict.

Branch on the actual fact instead: on create_branch failure, check whether the
ref exists (list_branches). Only a genuinely pre-existing ref — a fully-formed
manifest-unreferenced fork — is a reclaim candidate; any other failure
propagates with fidelity. We deliberately do NOT force-delete on a not-found-ref
failure: it is indistinguishable from a transient error on a fresh create, and
force-deleting there is the overreach the fresh-authority guard already removed.
A phase-1-only Lance zombie (rarer; create_branch interrupted mid its two
internal phases) surfaces as the propagated error for manual reclaim.
Addresses PR review (Cursor medium).

* fix(cleanup): skip (not delete) on a transient re-check error for a live branch

The reconcile pre-delete re-check treated ANY fresh_snapshot error as 'still an
orphan' and proceeded to force_delete. A transient manifest read failure on a
LIVE branch could therefore destroy a fork the manifest still considers
legitimate — inconsistent with the write-path reclaim (aborts on the same error)
and the candidate scan (skips on snapshot failure).

Distinguish the two origins under the queue: a branch absent from the manifest
authority (origin 1) is a confirmed orphan and is deleted without a fresh read
(no live writer can hold a deleted branch's queue); a LIVE branch (origin 2)
gets the fresh re-check and, on a transient read error, is SKIPPED — never
destroyed on ambiguity — converging on a later cleanup. Same don't-destroy-on-
ambiguous-error principle as the create_branch failure classification.
Addresses PR review (Cursor medium).

* fix(cleanup): unify fork-ref reclaim on fresh authority under the queue

Consolidates the reconcile/reclaim hardening from PR review (the earlier per-site
commits were collapsed when reconciling with the main merge). Both destructive
fork-ref sites — the write-path reclaim and the cleanup reconciler — now share
one classifier, classify_fork_ref -> ForkRefStatus { Legitimate, Orphan,
Indeterminate }, evaluated from FRESH manifest authority under the held
(table, branch) write queue. A fork ref is destroyed ONLY on a confirmed Orphan;
a Legitimate (concurrent writer published a real fork) or Indeterminate
(transient read) status is never destroyed — the write path maps it to a
retryable conflict, cleanup maps it to skip. This closes, by construction:

- reclaim trusting a possibly-cached caller proof (Codex P1);
- reconcile racing an in-process live fork without the queue (Cursor);
- delete-on-transient-error in the re-check (Cursor/Greptile);
- origin-1 trusting a stale live_branches capture for a created-since branch
  (Cursor/Greptile P1).

Having one classifier removes the duplication that let the two sites drift.
ForkOutcome is made pub to match the sealed trait method returning it. Verified
green on Lance 7.0.0 (full engine suite + 48/48 failpoints).

* test(cleanup): pin classify_fork_ref decision (Legitimate / Orphan / ghost)

Both fork-ref reclaim sites (write-path reclaim + cleanup reconciler) route
their destroy/skip decision through classify_fork_ref, but it had no direct
test — reverting the fresh-authority logic was not test-detectable. Add a
deterministic in-source unit test that forges each state and asserts the status:
a manifest-placed fork -> Legitimate (never destroyed); a ref the manifest does
not place on the branch -> Orphan; a ref for a branch absent from the manifest
-> Orphan (ghost reclaim preserved). This makes the core fresh-authority
decision behind every reclaim fix revert-detectable in one place.

(The Indeterminate arm — transient read on a live branch -> skip — needs an
injected read failure and is left to the failpoints suite; the cross-process
cleanup-vs-writer and cached-snapshot reclaim races are the documented
one-winner-CAS gap, not reachable same-process bugs, so they are not faked here.)

* test(cleanup): pin the Indeterminate (transient re-check) reclaim arm

Closes the last untested classify_fork_ref arm. Adds a 'classify.fresh_read'
failpoint (no-op without the failpoints feature) that simulates a transient
failure of the fresh-authority read, and a failpoints test driving it through
cleanup: a genuine origin-2 orphan on a LIVE branch whose fresh re-check fails
classifies as Indeterminate, so the reconciler SKIPS it (never destroys on an
inconclusive read) and reclaims it on the next run once the read succeeds.

This makes the don't-destroy-on-ambiguity rule revert-detectable end-to-end.
The only paths now left untested are the cross-process cleanup-vs-writer and
reclaim-vs-publish races — the documented one-winner-CAS gap (cleanup is
&mut self / CLI-only, so no reachable same-process race), not faked here.

* test(server): avoid stale schema apply route handle

* fix(cleanup): report indeterminate fork authority clearly
2026-06-15 22:17:25 +02:00
Andrew Altshuler
d2340f19e9
feat(cli)!: schema apply refuses a cluster-managed graph (RFC-011 D10) (#253)
`omnigraph schema apply` against a cluster-managed graph's storage root bypassed
the cluster ledger/recovery/approvals. Mirror `init`'s refusal: on the embedded
(direct-store) path, if the resolved URI is inside a cluster
(`cluster_root_for_graph_uri`), bail and point at `cluster apply`. The served
(`--server`) path is unaffected — it addresses a server, not a storage root.
`schema plan`/`show` (read-only) are untouched.

Two e2e tests injected "out-of-band drift" via this exact CLI path; since the
CLI now refuses it, they inject drift via a direct engine `apply_schema` against
the storage root instead — a faithful control-plane bypass, which is what
out-of-band drift is. New regression:
`schema_apply_refuses_a_cluster_managed_graph_and_signposts_cluster_apply`.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-15 23:11:42 +03:00
Ragnor Comerford
7d412988b5
feat(cluster): per-graph embedding profile config (RFC-012 Phase 5)
Engine: factor the alias->(provider, base_url, model, key-envs) defaults into a shared provider_profile, used by both from_env and a new pub from_parts(provider, base_url, model, api_key) so the cluster path applies identical defaults (DRY).

Cluster: GraphConfig gains an optional per-graph embeddings: profile (EmbeddingProfile { provider?, base_url?, model?, api_key }). EmbeddingProfile::resolve() resolves the api_key from a ${NAME} env ref (resolve_secret_ref rejects inline values and unset vars) and builds an engine EmbeddingConfig via from_parts.

Parse + resolve + validate only; wiring the profile through the applied cluster state into the served handle (the config-free s3:// boot reads applied state, not cluster.yaml) follows. 21 engine + 4 cluster tests pass.
2026-06-15 22:03:10 +02:00
Ragnor Comerford
3de93ae7ab
feat(engine): inject embedding config into the handle (RFC-012 Phase 5)
The Omnigraph handle gains an optional embedding_config (Arc<EmbeddingConfig>) injected via with_embedding_config(), mirroring with_policy(). The query path now threads an EmbeddingResolver (bundling the reuse OnceCell + the optional injected config) instead of the bare cell; its lazy resolve() builds the client from the injected config when present, else EmbeddingClient::from_env(). Laziness preserved (a graph that never embeds needs no key). This is the engine half of cluster per-graph embedding wiring; the cluster config + serving injection follow. New search test proves the injected config is used (from_env would error with no keys).

Self-contained: no cluster dependency. 25 search tests pass.
2026-06-15 21:50:55 +02:00
Ragnor Comerford
ffb4a2c9ab
fix(embedding): openai-alias api key + deadline scope (PR review)
openai-alias api key (Cursor High): key resolution was dispatched on the Provider enum, which is OpenAiCompatible for both openai and openai-compatible, so OMNIGRAPH_EMBED_PROVIDER=openai (base api.openai.com) could send OPENROUTER_API_KEY and 401. Fix: the alias match now yields the ordered key-env list too, so base, model and key are all alias-derived in one place. openai takes only OPENAI_API_KEY (errors loudly if absent); openai-compatible/unset prefer OPENROUTER_API_KEY then OPENAI_API_KEY. Closes the class, not the instance.

deadline scope (Cursor Medium): the deadline bounds every embed call (query and document), which is correct, but the name said query-only. Renamed OMNIGRAPH_EMBED_QUERY_DEADLINE_MS -> OMNIGRAPH_EMBED_DEADLINE_MS (field query_deadline_ms -> deadline_ms) and updated the doc wording so the name matches the behavior. Two new alias-key tests; 20 embedding unit tests pass.

Resolved earlier in 30377c4: openai-alias base URL, single embed-model source, stale @embed ingest docs. Declined: RFC Status (the lifecycle keeps it Proposed while the PR is open).
2026-06-15 21:44:31 +02:00