omnigraph/docs/dev/lance.md
Ragnor Comerford 67baf615d9
build(deps): bump Lance 6.0.1 → 7.0.0 (correct-by-design substrate alignment) (#229)
* build(deps): bump Lance 6.0.1 → 7.0.0 (object_store 0.13.2, roaring 0.11.4)

Arrow stays 58 and DataFusion stays 53 (no change). The only transitive bump
is object_store 0.12.5 → 0.13.2. 141 upstream commits reviewed; no fixes lost
(the 6.0.x release-branch backports are all forward-ported into 7.0.0).

- object_store 0.13 moved get/put/head/rename/delete behind a new ObjectStoreExt
  trait (list/list_with_delimiter/put_opts stay on the core trait). Add
  `use object_store::ObjectStoreExt` in storage.rs and db/manifest/namespace.rs;
  no call-site changes. Mirrors Lance's own migration in PR #6672.
- roaring pinned to 0.11.4 (cargo update -p roaring --precise 0.11.4). Lance
  7.0.0's UpdatedFragmentOffsets newtype (lance#6650) derives Eq over
  HashMap<u64, RoaringBitmap>, which needs RoaringBitmap: Eq, added in roaring
  0.11.4; the loose `roaring = "0.11"` constraint otherwise resolves 0.11.3 and
  lance itself fails to compile.
- lance#6774: merge-insert INSERT rows now stamp _row_created_at_version with the
  commit version (was a fallback of 1). Flip the lance_version_columns assertion
  to `== v2` and correct the changes/mod.rs rationale comment. Production
  change-detection keys on _row_last_updated_at_version + ID membership, so its
  logic is unaffected.

Refs lance#6650, lance#6774, lance#6672.

* fix(storage): pin WriteParams::auto_cleanup = None (lance#6755 default flip)

lance#6755 flipped the WriteParams::auto_cleanup default from on (a full cleanup
pass every 20th commit) to None. On 6.0.1 the on-by-default hook could silently
GC versions that __manifest pins for snapshots/time-travel. OmniGraph owns
cleanup explicitly (optimize.rs::cleanup_all_tables) and never set auto_cleanup,
so it was relying on a default that is both wrong for our snapshot model and now
changed upstream.

Pin auto_cleanup: None explicitly at all 11 production WriteParams sites
(table_store ×6, commit_graph ×2, recovery_audit ×1, manifest/graph ×2 — the
__manifest + sub-table Create paths). Removes the dependency on a default-flag
value and locks in the snapshot-safe behavior regardless of future upstream
re-flips.

Refs lance#6755.

* test(lance): pin BTREE range-boundary correctness (lance#6796)

lance#6796 (issue #6792) fixed a BTREE scalar-index range-query bound
inclusiveness bug: `x <= hi AND x > lo` returned the wrong boundary row.
Add lance_surface_guards.rs::btree_range_query_boundary_is_correct, which
reproduces the exact #6792 shape (5 rows + an explicit BTREE drives the index
path even on tiny data) and pins the corrected inclusive-<= / exclusive->
semantics. It turns red if a future Lance regression reintroduces the bug.

OmniGraph today builds BTREE only on string @key columns and queries them by
equality/IN, so its current patterns do not hit this; the guard protects any
future BTREE-range path (BTREE-on-properties, range-on-key).

Refs lance#6796.

* docs(dev): align Lance docs + invariants to 7.0.0

- docs/dev/lance.md: new 2026-06-14 alignment stanza for the 6.0.1 → 7.0.0 bump
  (object_store ObjectStoreExt move, roaring 0.11.4, #6774/#6796/#6755 behavior,
  #6658 shipped → MR-A unblocked but separate, #6666 + blob compaction still
  open); prior 6.0.1 stanza demoted to historical.
- AGENTS.md: storage substrate 6.x → 7.x (line + architecture diagram).
- docs/dev/invariants.md: deletes/vector known gap updated — the staged
  two-phase delete API (lance#6658) now exists and MR-A is unblocked, but
  delete_where stays inline and D2 stays in place until the migration lands;
  create_vector_index still gated on lance#6666.

* fix(storage): skip Lance auto-cleanup on commit paths for legacy datasets

Addresses PR #229 review (Codex P1). `WriteParams::auto_cleanup` is create-time
config with no effect on existing datasets (Lance write.rs docs), so the previous
`auto_cleanup: None` change alone did NOT protect graphs created before the v7
bump: 6.0.1 defaulted auto_cleanup ON, leaving `lance.auto_cleanup.*` config on
those datasets, and Lance's per-commit hook (io/commit.rs: `if
!commit_config.skip_auto_cleanup`) fires off that stored config — so omnigraph's
own writes would GC versions the __manifest pins for snapshots/time-travel.

Skip the hook on every commit path, covering new and legacy datasets alike:
- commit_staged: CommitBuilder::with_skip_auto_cleanup(true) — the staged data path.
- __manifest publisher: MergeInsertBuilder::skip_auto_cleanup(true).
- all 11 WriteParams: skip_auto_cleanup: true (direct Dataset::write/append paths;
  auto_cleanup: None retained so new datasets store no cleanup config at all).

Tests:
- lance_surface_guards::skip_auto_cleanup_suppresses_version_gc — substrate:
  negative control (config GCs v1 without skip) + with-skip survival.
- staged_writes::commit_staged_skips_auto_cleanup_so_pinned_versions_survive —
  omnigraph usage: commit_staged on a legacy-config dataset preserves the pinned
  create version.

Refs lance#6755.

* test(lance): assert created_at-preserved + updated_at-bumped on merge_insert UPDATE

Addresses PR #229 review follow-up. `lance_merge_insert_update_preserves_created_at_version`
documented (in a comment) that a merge_insert UPDATE preserves created_at and
bumps updated_at, but only asserted the value change — leaving the change-feed
invariant unguarded. Add the two missing assertions:

- bob created_at == v1 (preserved across UPDATE; what the test name promises;
  lance#6774 only changed INSERT-row stamping).
- bob updated_at == v2 (bumped to the commit version) — the invariant
  OmniGraph's insert/update classification relies on (changes/mod.rs keys on
  _row_last_updated_at_version). A regression here would silently drop updates
  from the diff/change feed.
2026-06-14 20:42:24 +02:00

20 KiB

Lance Docs Index (for OmniGraph agents)

OmniGraph sits on top of Lance. Many problems — index lifecycle, branching, transactions, fragments, compaction, vector/FTS internals — are answered upstream in Lance's docs, not in this codebase.

This file is the curated entry point. When you hit a Lance-shaped problem, find the matching topic below and fetch the listed URL(s) before guessing. Don't grep our codebase for behavior that is documented authoritatively in Lance.

Base URL: https://lance.org. Fetch the FULL page content, not summaries — use curl -sL <url> | pandoc -f html -t markdown or paste the rendered page text manually. Tools that summarize pages (like Claude's WebFetch) routinely drop load-bearing details — defaults, pub(crate) blockers, sub-specs hidden behind navigation hubs. Never act on a summarized fetch alone. Keep this index curated to relevant material — the upstream sitemap has hundreds of URLs (notably the Namespace REST API model surface, Spark/Trino/Databricks integrations) that we don't use.

Substrate boundary check. Before fetching, recall docs/dev/invariants.md: if Lance already does the thing, we don't reimplement it. The most common reason to read these docs is to confirm a substrate behavior, not to learn what to clone.

Quick-start (read these once per project)

Read when URL
Onboarding to Lance — concepts in 10 min https://lance.org/quickstart/
Onboarding to vector search https://lance.org/quickstart/vector-search/
Onboarding to full-text search https://lance.org/quickstart/full-text-search/
Onboarding to versioning / time travel https://lance.org/quickstart/versioning/
Lance's own AGENTS.md (its agent guide) https://lance.org/format/AGENTS/

By problem domain

Storage format & file layout

Touching db/manifest, fragment lifecycle, dataset reconstruction, or anything that reads/writes raw Lance state.

Topic URL
Lance file format overview https://lance.org/format/
File-level format spec https://lance.org/format/file/
File encoding https://lance.org/format/file/encoding/
File-level versioning https://lance.org/format/file/versioning/
Table layout (fragments, manifest) https://lance.org/format/table/layout/
Table schema metadata https://lance.org/format/table/schema/
Table-level versioning https://lance.org/format/table/versioning/
Transactions (commit semantics, conflict types) https://lance.org/format/table/transaction/
MemWAL (durability story) https://lance.org/format/table/mem_wal/
Row-ID lineage (stable row IDs) https://lance.org/format/table/row_id_lineage/
Branches & tags (Lance native) https://lance.org/format/table/branch_tag/

Branching / tags / time travel

Touching graph-level branches, snapshots, run isolation, the commit graph.

Topic URL
Branch & tag format https://lance.org/format/table/branch_tag/
Tags & branches operational guide https://lance.org/guide/tags_and_branches/
Versioning quick-start https://lance.org/quickstart/versioning/
Table-level versioning spec https://lance.org/format/table/versioning/

Indexes

Adding/changing index types, fixing coverage, debugging FTS or vector recall, designing the reconciler.

Topic URL
Index spec overview https://lance.org/format/index/
BTREE scalar index https://lance.org/format/index/scalar/btree/
Bitmap scalar index https://lance.org/format/index/scalar/bitmap/
Bloom-filter scalar index https://lance.org/format/index/scalar/bloom_filter/
Label-list scalar index https://lance.org/format/index/scalar/label_list/
Zone-map scalar index https://lance.org/format/index/scalar/zonemap/
R-Tree scalar index (spatial) https://lance.org/format/index/scalar/rtree/
Full-text search (FTS) index https://lance.org/format/index/scalar/fts/
N-gram scalar index https://lance.org/format/index/scalar/ngram/
Vector index https://lance.org/format/index/vector/
Fragment-reuse system index https://lance.org/format/index/system/frag_reuse/
MemWAL system index https://lance.org/format/index/system/mem_wal/
HNSW Rust example https://lance.org/examples/rust/hnsw/
Distributed indexing https://lance.org/guide/distributed_indexing/
Tokenizer (FTS, n-gram) https://lance.org/guide/tokenizer/

Reads & writes

Touching the bulk loader, mutation execution, merge_insert, WriteMode selection.

Topic URL
Read-and-write guide https://lance.org/guide/read_and_write/
Distributed write https://lance.org/guide/distributed_write/
Rust example: write & read a dataset https://lance.org/examples/rust/write_read_dataset/

Schema evolution

Touching apply_schema, the migration planner, additive evolution.

Topic URL
Data-evolution guide https://lance.org/guide/data_evolution/
Migration guide https://lance.org/guide/migration/

Object store / S3

Touching storage.rs, S3-compatible backends (RustFS, MinIO), env vars.

Topic URL
Object-store guide https://lance.org/guide/object_store/

Data types

Touching schema-language scalar mappings, blob columns, JSON, list columns.

Topic URL
Data types overview https://lance.org/guide/data_types/
Arrays / list types https://lance.org/guide/arrays/
Blobs (LargeBinary) https://lance.org/guide/blob/
JSON https://lance.org/guide/json/

Performance & tuning

Optimizing scans, fragment counts, cache behavior, memory pool sizing.

Topic URL
Performance guide https://lance.org/guide/performance/

Compaction & cleanup

Touching omnigraph optimize / cleanup, the underlying compact_files / cleanup_old_versions.

Topic URL
Read-and-write guide (covers compact_files, cleanup_old_versions) https://lance.org/guide/read_and_write/
Performance (compaction tradeoffs) https://lance.org/guide/performance/
Fragment-reuse index https://lance.org/format/index/system/frag_reuse/

DataFusion integration

The runtime substrate that may carry our query execution. See docs/dev/invariants.md: we don't rebuild relational machinery.

Topic URL
DataFusion integration https://lance.org/integrations/datafusion/

SDK reference

Looking up a specific Rust API (signature, return type, error variant).

Topic URL
SDK docs landing https://lance.org/sdk_docs/

What's not in this index (and why)

  • Namespace REST API model surface (/format/namespace/client/operations/models/...) — hundreds of REST schema docs for the Lance Namespace catalog API. Omnigraph does not run a Lance Namespace server, so these are not reachable from our problem space.
  • Spark / Trino / Databricks / Dataproc / Hive / Glue / Polaris / Iceberg / Unity / OneLake / Gravitino integrations — not part of OmniGraph's deployment surface.
  • Python / TF / PyTorch / Hugging Face / Ray integrations — OmniGraph is Rust-only; Python notebooks aren't relevant.
  • Community / governance / release / voting / PMC pages — meta, not technical.

If a future need pulls one of these into scope, add a row to the matching domain section above and link it from AGENTS.md's topic index.

Maintenance

When Lance ships a major release that changes any of the above (file format bump, new index type, transaction semantics change, new branching primitive), refresh this index in the same change as the omnigraph upgrade. Stale Lance pointers are worse than no pointers.

Last alignment audit: 2026-06-14 (Lance 7.0.0 upstream; omnigraph pinned at 7.0.0)

Migration from Lance 6.0.1 → 7.0.0 landed in this cycle. Arrow stayed 58, DataFusion stayed 53 (no change) — the only transitive bump is object_store 0.12.5 → 0.13.2. 141 upstream commits reviewed (6.0.1 → 7.0.0); no fixes lost (the 6.0.x release-branch backports are all forward-ported into 7.0.0). Behavior-affecting findings:

  • object_store 0.13 moved convenience methods behind a new ObjectStoreExt trait (get/put/head/rename/delete; list/list_with_delimiter/put_opts stay on the core ObjectStore trait). Fix = add use object_store::ObjectStoreExt; to storage.rs and db/manifest/namespace.rs; no call-site changes. Mirrors Lance's own migration in PR #6672. The local-FS PutMode::Update gap is unchanged (still unimplemented upstream), so storage.rs::write_text_if_match's local content-token emulation stays.
  • roaring must be pinned to 0.11.4 (cargo update -p roaring --precise 0.11.4). Lance 7.0.0's UpdatedFragmentOffsets newtype (PR #6650) derives Eq over HashMap<u64, RoaringBitmap>, which needs RoaringBitmap: Eq — added only in roaring 0.11.4 (roaring-rs PR #341). Lance's loose roaring = "0.11" constraint otherwise resolves the broken 0.11.3 and lance itself fails to compile (RoaringBitmap: Eq is not satisfied). roaring is transitive (no direct workspace dep); the pin lives only in Cargo.lock.
  • _row_created_at_version for merge-insert INSERT rows now = the commit version (PR #6774; was a fallback of 1 / dataset-creation version). Flipped lance_version_columns.rs::lance_merge_insert_new_row_stamps_created_at_version to assert == v2. Production change-detection keys on _row_last_updated_at_version + ID-set membership, so classification logic is unaffected (the changes/mod.rs rationale comment was corrected).
  • BTREE range-query bound inclusiveness fixed (PR #6796, issue #6792): x <= hi AND x > lo returned the wrong boundary row on 6.0.1. omnigraph today builds BTREE only on string @key columns (id/src/dst) and queries them by equality/IN, not range, so its current query patterns almost certainly never hit this bug — but the corrected boundary semantics are a contract we rely on the moment a BTREE-range path appears (BTREE-on-properties via the index-type tickets, or a range-on-key query). Pinned by lance_surface_guards.rs::btree_range_query_boundary_is_correct (reproduces #6792's 5-row + BTREE shape).
  • WriteParams::auto_cleanup default flipped from on (every-20-commits) to None (PR #6755). On 6.0.1 the on-by-default hook could GC versions the __manifest pins for snapshots/time-travel. omnigraph owns cleanup explicitly (optimize.rs::cleanup_all_tables). Two parts to the fix, because auto_cleanup is create-time config only and has no effect on existing datasets (Lance write.rs docs): (1) auto_cleanup: None at all 11 WriteParams sites so new datasets store no cleanup config; (2) — the load-bearing half — skip_auto_cleanup: true on every commit path, because graphs created before the bump still carry the on-config in their datasets, and Lance's hook fires off the dataset's stored config at commit time (io/commit.rs: if !commit_config.skip_auto_cleanup). So the staged commit path (commit_stagedCommitBuilder::with_skip_auto_cleanup(true)), the __manifest publisher (MergeInsertBuilder::skip_auto_cleanup(true)), and the direct WriteParams paths all skip the hook. Without this, an upgraded graph would still auto-cleanup and delete __manifest-pinned versions. Pinned by lance_surface_guards.rs::skip_auto_cleanup_suppresses_version_gc (negative control + with-skip survival).
  • Lance #6658 SHIPPED in 7.0.0 (DeleteBuilder::execute_uncommitted, exposed via PR #6781) → MR-A (migrate delete_where to the staged two-phase API, retire the parse-time D2 rule) is now unblocked, tracked separately (dev-graph iss-950). The bump itself keeps delete_where inline; the _compile_delete_result_field_shape guard is left untouched until MR-A.
  • Still NOT fixed in 7.0.0: vector-index two-phase (Lance #6666 open) — create_vector_index inline residual retained; blob-column compaction — compact_files_still_fails_on_blob_columns guard still red on a fix, optimize still skips blob tables behind LANCE_SUPPORTS_BLOB_COMPACTION.
  • No Lance-API surface omnigraph uses changed 6.0.1 → 7.0.0 (verified by a clean engine build; the only compile break was object_store). CleanupPolicy, WriteParams (apart from the auto_cleanup default), CompactionOptions, the namespace models (resolved via lance-namespace-reqwest-client 0.7.7, unchanged across the bump), Operation, ManifestLocation, and MergeInsertBuilder shapes are all stable.

Bump this date stanza on the next alignment pass.

Prior alignment audit: 2026-05-22 (Lance 6.0.1 upstream; omnigraph pinned at 6.0.1)

Migration from Lance 4.0.0 → 6.0.1 landed in this cycle (DataFusion 52 → 53, Arrow 57 → 58, lance-tokenizer 6.0.1 added, tantivy* removed). Direct 4 → 6 jump; v5.x was not used as an intermediate (rationale in ~/.claude/plans/shimmering-percolating-duckling.md). Behavior-affecting findings:

  • DatasetIndexExt moved from lance-index to lance::index (Lance PR #6280, v5.0). Six import sites updated. lance-index::IndexType and lance-index::is_system_index stayed in lance-index. omnigraph-cli and omnigraph-server gained lance = { workspace = true } in their dev-dependencies.
  • DescribeTableResponse gained is_only_declared: Option<bool> (lance-namespace 6.0+, v5.0 PR #6186). Set to Some(false) in both BranchManifestNamespace::describe_table and StagedTableNamespace::describe_table — every table we return is physically materialized via Dataset::open, never "declared-only."
  • MergeInsertBuilder execute_reader return shape preserved (Arc<Dataset>, MergeStats); the publisher CAS chain at db/manifest/publisher.rs:370-391 works unchanged. Pinned by tests/lance_surface_guards.rs::_compile_merge_insert_builder_method_chain.
  • LanceError::TooMuchWriteContention variant retained in v6.0.1 (no rename). The typed publisher translation at db/manifest/publisher.rs:417-430 continues to apply. Pinned by lance_surface_guards.rs::lance_error_too_much_write_contention_variant_exists.
  • ManifestLocation field shape stable: .path: object_store::path::Path, .size: Option<u64>, .e_tag: Option<String>, .naming_scheme: ManifestNamingScheme. Pinned by lance_surface_guards.rs::manifest_location_field_shape.
  • LanceFileVersion::default() flipped V2_0 → V2_1 (v5.0). No effect — every data_storage_version callsite explicitly pins Some(LanceFileVersion::V2_2) (load-bearing for blob v2: Blob v2 requires file version >= 2.2 enforced in lance/src/dataset/write.rs:748).
  • Dataset::checkout_version(N).await?.restore().await?: restore() takes &mut self and returns Result<()> (mutates in place, does not consume + return a new dataset). The recovery rollback hammer at db/manifest/recovery.rs:505-522 continues to work. Pinned by lance_surface_guards.rs::_compile_checkout_version_then_restore_signature.
  • DatasetBuilder::from_namespace(...).with_branch(...).with_version(...).load() surface preserved (the namespace builder chain at db/manifest/namespace.rs:162-174). Pinned by lance_surface_guards.rs::_compile_dataset_builder_from_namespace_signature.
  • compact_files(&mut ds, CompactionOptions::default(), None) signature stable. CompactionOptions still does not expose data_storage_version; compact_files builds its own WriteParams { ..Default::default() }. Note: LanceFileVersion::default() is now V2_1 in v6, so optimize-rewritten fragments come out at V2_1 by default (was V2_0 in v4). Existing explicit V2_2 pins on creates/appends still apply.
  • Dataset::optimize_indices(&mut self, &lance_index::optimize::OptimizeOptions) (via DatasetIndexExt) is a depended-on surface as of the index-coverage work: db/omnigraph/optimize.rs calls it after compact_files to fold appended/rewritten fragments into existing indexes (incremental merge, not retrain). It is a committing call (mutates in place, advances HEAD; no uncommitted variant in v6.0.1), so optimize treats it as an inline-commit residual under the SidecarKind::Optimize recovery sidecar. Signature pinned by lance_surface_guards.rs::_compile_optimize_indices_signature; the incremental-coverage behavior pinned by optimize_indices_extends_fragment_coverage (appended fragment uncovered before, covered after).
  • Dataset::delete(predicate) returns DeleteResult { new_dataset: Arc<Dataset>, num_deleted_rows: u64 } — unchanged shape. Pinned by lance_surface_guards.rs::_compile_delete_result_field_shape. MR-A will repurpose this guard to the staged two-phase variant once DeleteBuilder::execute_uncommitted migration lands.
  • File reader read methods now async (Lance PR #6710, v6.0). No effect — omnigraph reaches Lance exclusively through Dataset::scan and the staged-write API.
  • Tokenizer vendored as lance-tokenizer (Lance PR #6512, v6.0). No effect — no direct tokenizer imports.
  • Lance #6658 closed (2026-05-14) but DeleteBuilder::execute_uncommitted did not ship in v6.0.1 — binary search across the release stream shows it first appears in v7.0.0-beta.10 (the closing commits landed on main but didn't backport to the 6.x line). Tracked as MR-A: migrate delete_where to staged, retire the parse-time D2 mutation rule, extend recovery sidecar coverage. Gated on the Lance v7.x bump, not this PR. v7.0.0-rc.1 dropped 2026-05-21.
  • Lance #6666 still open (build_index_metadata_from_segments public): vector-index two-phase blocked; inline create_vector_index residual retained.
  • Lance #6877 still open (MergeInsertBuilder dup-rowid): PR #109's SourceDedupeBehavior::FirstSeen + check_batch_unique_by_keys precondition stay load-bearing.
  • Dataset::force_delete_branch (branches().delete(name, force=true), dataset.rs:524) tolerates a missing branch-contents ref (vs plain delete_branch's RefNotFound), but on the local store still errors NotFound if the branch tree/ directory is fully absent (remove_dir_all's NotFound is not caught for Lance's native error variant, refs.rs:526-549). Both variants still refuse a branch with referencing descendants (RefConflict). TableStore::force_delete_branch wraps this to be fully idempotent (tolerates already-absent). The single-authority branch-delete redesign uses it for orphan reclamation (eager best-effort reclaim + cleanup reconciler). Pinned by lance_surface_guards.rs::force_delete_branch_semantics. Branch delete is "flip the ref atomically, then remove_dir_all(tree/{branch})"; branch-exclusive data lives under tree/{branch}/ so a drop reclaims it immediately without touching main.
  • Lance blob-v2 compact_files bug (no public issue found as of 2026-06): compact_files disables binary-copy for blob datasets and forces BlobHandling::AllBinary on the read side; the v2.1+ structural decoder then mis-counts column infos for the blob-v2 struct and fails with Invalid user input: there were more fields in the schema than provided column indices / infos (lance-encoding/src/decoder.rs::ColumnInfoIter::expect_next). This fails even a pristine uniform-V2_2 multi-fragment blob table; vector/list/scalar/ragged columns and mixed file versions all compact fine. Reads/queries use descriptor handling (BlobHandling::default()) and are unaffected. optimize skips blob-bearing tables behind LANCE_SUPPORTS_BLOB_COMPACTION = false (db/omnigraph/optimize.rs), reporting SkipReason::BlobColumnsUnsupportedByLance. Pinned by lance_surface_guards.rs::compact_files_still_fails_on_blob_columns, which turns red when the bug is fixed → flip the gate, remove the skip branch + the maintenance.rs::optimize_skips_blob_table_and_reports_skip skip assertions.

Surface guards added: crates/omnigraph/tests/lance_surface_guards.rs (10 named guards; 5 runtime + 5 compile-only; plus the index-coverage work's _compile_optimize_indices_signature and optimize_indices_extends_fragment_coverage). Future Lance bumps re-run this file first as the smoke check. Two additional guards from the original plan deferred to follow-up (manifest_cas_returns_row_level_contention_variant needs full publisher-race harness; table_version_metadata_byte_compatible_with_v4 needs pub(crate) reach extension).