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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
Andrew Altshuler
4601e5f4bf
feat!: delete the legacy OmnigraphConfig + config migrate; finish the omnigraph.yaml docs sweep (#252)
* refactor(cli): own ReadOutputFormat/TableCellLayout in the CLI

The two output-presentation enums lived in `omnigraph-server::config` and were
re-exported for the CLI, even though the server never used them. Move both
definitions into `omnigraph-cli/src/read_format.rs` (where the renderer already
lives) and drop them from the server's public re-export. This is a step toward
deleting the legacy `omnigraph-server::config` module entirely — a CLI
presentation concern has no business in the server crate.

No behavior change. The server keeps private copies in `config.rs` only for the
soon-to-be-deleted legacy `CliDefaults`.

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

* feat(cli)!: remove the `config migrate` command and migrate.rs

`config migrate` was the last CLI consumer of the legacy `omnigraph.yaml`
(`OmnigraphConfig` + `load_config`). With the excision complete there is no
legacy file to split, so the whole `omnigraph config` command group is removed
along with `migrate.rs`. The `OmnigraphConfig` type, `load_config`, and the
deprecation machinery are deleted next.

- Remove `Command::Config` / `ConfigCommand` from the clap surface and the
  dispatch arm; drop `mod migrate;` and the now-unused `load_config` import.
- Drop the `Command::Config` arms in `planes.rs`.
- Delete the `config_migrate_splits_legacy_config` integration test.

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

* feat(server)!: delete the legacy OmnigraphConfig type and load_config

With `config migrate` gone, nothing loads `omnigraph.yaml` anymore. Delete the
entire `omnigraph-server::config` module: the `OmnigraphConfig` type and its
sub-structs (`ProjectConfig`, `TargetConfig`, `CliDefaults`, `ServerDefaults`,
`AuthDefaults`, `QueryDefaults`, `AliasConfig`, `AliasCommand`, `PolicySettings`,
`QueryEntry`, `McpSettings`), `load_config`, and the RFC-008 deprecation
machinery (`OMNIGRAPH_CONFIG`, `OMNIGRAPH_NO_LEGACY_CONFIG`,
`OMNIGRAPH_SUPPRESS_YAML_DEPRECATION`, the deprecation map + warner).

- `QueryRegistry::load` (the only `OmnigraphConfig`/`QueryEntry` consumer; its
  only caller was its own test) is removed — server boot and the CLI both build
  registries via `QueryRegistry::from_specs`.
- `graph_resource_id_for_selection` (CLI-only) moves into the CLI
  (`helpers.rs`), with its unit test; the server no longer exports it.
- Drop the already-dead `format_registry_load_errors` helper (config-adjacent).

No behavior change — every deleted item was unreachable after the excision.

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

* docs: purge the legacy omnigraph.yaml surface from the docs

Finish the RFC-011 excision in the docs: the CLI no longer reads omnigraph.yaml
and the server boots cluster-only, so every doc that described the legacy file
as a live config is now wrong.

- AGENTS.md: rewrite the HTTP-server line to cluster-only boot (drop the
  single-graph/flat-route and omnigraph.yaml-boot framing); rewrite the CLI
  two-surface-config passage (drop `config migrate`, the deprecation env vars,
  and "Never extend omnigraph.yaml"); fix the topic table + capability rows.
- cli/reference.md: delete the entire "omnigraph.yaml schema (legacy combined
  file)" section and the `config migrate` row; re-home the `policy` row, the
  bearer-token chain, the actor/format/param-precedence references, and the
  `--config` mentions to the operator config + `--cluster`.
- cli/index.md: rewrite the multi-graph-server + add-graph paragraphs to
  cluster (`--cluster` + `cluster apply`); fix the policy examples to
  `--cluster`; replace the `## Config` omnigraph.yaml example with the
  operator/cluster two-surface model.
- operations/policy.md: rewrite per-graph-vs-server-level policy to the cluster
  `policies:`/`applies_to` model; re-home the actor + CLI tooling sections.
- clusters/config.md, clusters/index.md, deployment.md: server boots from the
  cluster only; per-operator facts come from ~/.omnigraph/config.yaml.
- architecture.md, testing.md: drop the stale omnigraph.yaml / deleted-test
  references.

RFCs, design specs, and prior release notes are left as historical records.

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-15 22:31:29 +03:00
Andrew Altshuler
d46e50dd6d
docs(user): restructure user docs into topic sections (Phase 1) (#223)
Move the 23 flat docs/user/*.md files into topic subdirectories so the
user guide is organized by area (schema, queries, search, branching, cli,
operations, clusters, concepts, reference) instead of a flat list. This is
a pure structural move — whole files relocated, every cross-doc link
recomputed, no prose rewrites or content splits (those follow in Phase 2).

- 19 `git mv`s (install.md, deployment.md stay top-level); history preserved
  (renames detected at 92–100% similarity).
- All intra-doc links, AGENTS.md's topic table (52 pointers), and the
  docs/dev + docs/releases back-links recomputed via relpath from each
  file's new location.
- docs/user/index.md rewritten as a sectioned nav hub.
- Fixed 5 doc-path references in Rust (comments + two user-facing server
  settings error strings) to point at the new locations.

Verified: zero broken .md links across tracked docs; check-agents-md.sh
green (with the untracked scratch docs set aside); touched crates build.

Note: the public site (omnigraph-web) imports docs/ via a flat-only script;
its import-docs.mjs needs a subdir-aware update before the next re-sync.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 13:52:14 +03:00
devin-ai-integration[bot]
2c578a60b2
(feat) convert engine call sites to &dyn TableStorage; demote legacy TableStore methods to pub(crate) (#86)
* MR-854: convert engine call sites to &dyn TableStorage; demote legacy methods

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Reviewer feedback on the rebased PR:

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

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

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

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

No engine code changes.

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

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

Update two pieces to reflect MR-854 completion:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* fix(storage): stage loader overwrites

* fix(storage): stage empty schema rewrites

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Ragnor Comerford <ragnor.comerford@gmail.com>
Co-authored-by: Ragnor Comerford <hello@ragnor.co>
2026-06-09 23:03:08 +02:00
Ragnor Comerford
2d5c4b1202
docs: rename runs.md/runs.rs → writes and repoint all references (#131)
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The Run state machine was removed in MR-771 (v0.4.0); `docs/dev/runs.md`
and `crates/omnigraph/tests/runs.rs` have since documented and tested the
direct-publish write path, so the "runs" name was misleading.

- git mv docs/dev/runs.md → docs/dev/writes.md (reframe H1 + intro;
  keep MR-771 history note)
- git mv crates/omnigraph/tests/runs.rs → tests/writes.rs (reframe header)
- repoint every runs.md / runs.rs reference across docs, AGENTS.md, and
  source comments
- fix four pre-existing broken `docs/runs.md` links (the file never lived
  at that path) to `docs/dev/writes.md`
- fix the stale v0.4.0 anchor to the live section

No behavior change: every source edit is a comment. Engine builds and the
renamed test passes 25/25; scripts/check-agents-md.sh passes.

The run-removal cleanup itself (run_registry.rs guard, __run__ prefix) is
deferred to MR-770.
2026-05-30 23:20:56 +02:00
Ragnor Comerford
cc2412dc65
Rename repo terminology to graph (#118)
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2026-05-24 16:46:00 +01:00
Andrew Altshuler
60eee78465
docs: split user and developer docs (#93) 2026-05-15 03:45:22 +03:00
Renamed from docs/architecture.md (Browse further)