omnigraph/docs/user/operations/maintenance.md
Ragnor Comerford 1bed998052
fix(engine): scalar index coverage + filter literal coercion (query latency) (#216)
* fix(engine): lower date/datetime filter literals as typed Arrow scalars

`literal_to_expr` lowered `Date`/`DateTime` query literals as Utf8 strings,
relying on DataFusion implicit casts. Against a physical `Date32`/`Date64`
column that can coerce the column side (`CAST(col AS Utf8)`), which defeats a
scalar BTREE and degrades the scan to a full filtered read. Lower to typed
`Date32`/`Date64` scalars instead (reusing the loader's
`parse_date32_literal`/`parse_date64_literal`, already used by the in-memory
comparison arm), so the predicate stays a direct column comparison and the
index is used. Malformed literals fall back to the Utf8 string so pushdown
behavior never regresses.

Tests: unit goldens asserting the lowered literal is typed (red before, green
after) + inline-binding pushdown equality in literal_filters confirming the
epoch conversion selects the right rows.

* fix(engine): build scalar BTREE for enum and orderable-scalar @index columns

`build_indices_on_dataset_for_catalog` only handled `String` (-> FTS) and
`Vector` (-> vector). Enums are physically `String`, so an enum `@index`
column (e.g. `status`) got an FTS inverted index, which Lance never consults
for `=`; and `DateTime`/`Date`/numeric/`Bool` `@index` columns fell through
and built nothing. Both meant equality/range filters degraded to full scans
with `indices_loaded=0`.

Dispatch index kind by property type via a shared `node_prop_index_kind`:
enum + orderable scalar -> BTREE, free-text String -> FTS, Vector -> vector,
list/Blob -> none. The helper is shared by the builder and
`needs_index_work_node` so they cannot drift — the latter decides recovery-
sidecar pinning, and under-reporting would leave a HEAD-advancing index build
uncovered (invariant 5).

Tests: scalar_indexes.rs asserts enum/DateTime/numeric @index columns report
`IndexCoverage::Indexed` while free-text String/un-annotated columns stay
`Degraded` (negative control). Docs: docs/user/indexes.md.

* feat(engine): reindex in optimize to keep index coverage current

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

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

Tests: maintenance.rs asserts an appended fragment is uncovered before and
covered after optimize, and idempotency holds (second pass is a no-op).
lance_surface_guards pins the `optimize_indices` signature and its incremental-
coverage behavior. The existing optimize Phase-B recovery failpoint now also
exercises a crash after reindex. Docs: maintenance.md, writes.md, invariants.md,
lance.md, AGENTS.md.

* fix(engine): coerce pushdown filter literals to the column type

Filter literals were pushed to Lance in their natural Arrow type (every integer
Int64, every float Float64). Against a narrower indexed column DataFusion widens
to the literal's type and casts the COLUMN (`CAST(n32 AS Int64)`), which defeats
the scalar BTREE and degrades to a full filtered read. A physical-plan probe
confirms it: an Int32 column filtered by an i32 literal uses `ScalarIndexQuery`;
by an i64 literal it does not.

Thread the scan's `arrow_schema` through `build_lance_filter_expr` ->
`ir_filter_to_expr` and coerce each literal operand to the opposite column's
exact Arrow type, reusing `projection::literal_to_array` + `arrow_cast` (the same
path the in-memory arm uses, so the two arms agree). Coercion never demotes a
filter to None: on failure it falls back to the natural literal, because a node
scan has no in-memory fallback for inline filters.

Supersedes the date-specific change in e4ef67b (PR1): the probe shows dates were
never index-defeated — temporal coercion casts the LITERAL, not the column — so
PR1's index-use rationale was wrong though harmless. The generic coercion
subsumes it; `literal_to_expr`'s date arms revert to the natural Utf8 fallback,
and its unit tests now assert the live coerced path.

Tests: surface guard `scalar_index_use_requires_matched_literal_type` pins the
substrate behavior (matched -> index, widened -> column-cast full scan); unit
tests cover Int32/UInt32/Float32 coercion, range op, reversed operand order, and
the natural fallback; `literal_filters` adds an I32 column with equality + range
and an F32 pushdown case.

* fix(engine): only coerce filter literals when the cast is lossless

The literal coercion in f064121 narrowed unconditionally. typecheck permits
numeric cross-type comparisons (`types_compatible`), so an out-of-domain literal
reaches `literal_to_typed_expr` and casts lossily: a fractional float vs an
integer column truncates (`{ count: 2.7 }` -> `count = 2`, wrongly matching the
count=2 row) and an out-of-range integer overflows to null (`count < 3e9` on I32
-> `count < NULL` -> empty). Both silently change results, and a node scan has no
in-memory fallback for inline filters.

Add a lossless guard for integer targets: round-trip the cast back to the natural
type and, on mismatch, return None so the caller keeps the natural literal
(correct via DataFusion coercion; the index is just unused for that out-of-domain
predicate). Float targets stay coerced -- narrowing F64 -> F32 is the column's own
precision domain, not a value error.

Resolves the two valid review findings on PR #216 (Codex float truncation, Greptile
out-of-range). Tests: unit cases for fractional/out-of-range fallback vs
whole-float/in-range coerce vs F32 exemption; e2e `{ count: 2.7 }` returns no rows.
2026-06-14 16:31:19 +02:00

7.3 KiB

Maintenance: Optimize, Repair & Cleanup

Addressing. optimize, repair, and cleanup are storage-plane CLI commands: they run with direct storage access against a positional URI, --target, or --cluster <dir|s3://…> --cluster-graph <id> (which resolves the graph's storage URI from the served cluster state, so you needn't know the <storage>/graphs/<id>.omni layout). They never run through a server, and reject --server / --graph or a --target that resolves to a remote (http(s)://) URL with a declared error. There are no server routes for them by design — to maintain a server-backed graph, run them out-of-band against the graph's storage URI. See the Command planes section of cli-reference.md.

optimize — non-destructive

  • Compacts every node + edge table on main, then reindexes them, then publishes the resulting version to the __manifest so the manifest's recorded version tracks the compacted-and-reindexed state. Reads pin the manifest version, so without this publish the work would be invisible to readers and would break the version precondition of the next schema apply / strict update/delete ("stale view … refresh and retry"). The publish advances the graph version (a system-attributed commit) only for tables that actually changed.
  • Rewrites small fragments into fewer large ones; old fragments remain reachable via older versions until cleanup runs.
  • Reindex (index coverage maintenance). A scalar/FTS/vector index only covers the fragments it was built over. Rows appended after the index was built (e.g. by load --mode merge, whose commit does not rebuild an already-existing index) are scanned unindexed, and compaction itself rewrites fragments out of an index's coverage. optimize runs Lance's incremental optimize_indices after compaction to fold those fragments back in (a delta merge, not a full retrain), restoring full coverage so equality/range/traversal predicates stay index-accelerated. This is why a table with no compaction work but stale index coverage still commits a new version under optimize. Run optimize on a cadence at least as frequent as your freshness window so recently-loaded rows do not linger in the unindexed flat-scan tail.
  • Each table's compact→reindex→publish serializes with concurrent mutations on the same table. A crash mid-operation is recovered automatically on the next open (both compaction and reindex are content-preserving, so roll-forward is always safe).
  • Requires a recovered graph. optimize refuses (errors) when a pending crash-recovery operation is present — operating on an unrecovered graph could publish a partial write that recovery would roll back. Reopen the graph to run recovery, then re-run optimize.
  • Uncovered drift is skipped, not interpreted. If a table's underlying version is ahead of the version recorded in __manifest and no crash-recovery record covers that movement, optimize reports skipped: DriftNeedsRepair with the manifest/head versions and leaves the table untouched. Run omnigraph repair to classify and explicitly publish that drift.
  • Bounded by OMNIGRAPH_MAINTENANCE_CONCURRENCY (default 8).
  • Returns per-table stats: table_key, fragments_removed, fragments_added, committed, skipped, manifest_version, lance_head_version.
  • Blob tables are skipped. A table that declares any Blob property is not compacted: it is reported with skipped: BlobColumnsUnsupportedByLance (and logged) instead of compacted, and the rest of the sweep proceeds normally. Reads and writes are unaffected — only compaction is. Consequence: fragment count and deleted-row space on blob tables are not reclaimed; query results are never affected. A skipped blob table is also not reindexed in the same sweep (the skip happens before the reindex step), so its index coverage on appended rows is not refreshed by optimize today.

repair — explicit

  • Handles uncovered manifest/head drift: a table's underlying version is ahead of the manifest pin and no crash-recovery record explains the movement.
  • Preview by default. omnigraph repair --json <uri> reports each table's classification, action, manifest/head versions, underlying operation names, and any classification error. --confirm publishes only verified maintenance drift; if any suspicious or unverifiable table is refused, the CLI prints the per-table output and exits non-zero. --force --confirm also publishes suspicious or unverifiable drift after operator review.
  • Classifies drift by reading the table's transaction history from manifest_version + 1 through the current head. Only fragment-reservation and rewrite (compaction) operations are verified maintenance. Semantic operations such as append, delete, update, merge, or missing transaction history are not auto-healed.
  • Publishes repair by advancing __manifest to the existing head; it does not rewrite data. If the publish succeeds, normal reads and strict writes use the repaired version. If it fails, no new data-side partial state was created.
  • Requires a clean recovery state. A pending crash-recovery operation still belongs to automatic recovery, not manual repair.

cleanup — destructive

  • Garbage-collects old versions per table.
  • Removes versions (and their unique fragments) older than the retention policy.
  • Policy options keep_versions and older_than — at least one is required.
  • Returns per-table stats: table_key, bytes_removed, old_versions_removed, error.
  • Fault-isolated per table. A single table's transient failure (version GC or orphan reclaim) is recorded on that table's stats row (with an error) and logged, and never aborts the healthy tables — cleanup is the convergence backstop, so it does as much as it can and converges on re-run. The CLI reports any failed tables; rerun cleanup to retry them.
  • CLI guards with --confirm; without it, prints a preview line.
  • Recovery floor: --keep < 3 may garbage-collect versions that crash recovery needs as a rollback target. Default --keep 10 is safe.
  • Orphaned-branch reconciliation: before the version GC, cleanup reclaims any per-table or commit-graph branch absent from the manifest branch list. These orphans arise when a branch_delete flips the manifest authority but a downstream best-effort reclaim does not complete (see branches-commits.md). The reconciler is idempotent (it no-ops once nothing is orphaned), runs regardless of the keep_versions / older_than values (those gate version GC only), and never reclaims main or system-branch forks. Reclaimed forks are logged.

Tombstones

Logical sub-table delete markers in __manifest that exclude a sub-table version from snapshot reconstruction.

Internal schema migrations

Version evolutions of the on-disk __manifest shape are reconciled automatically on the first write under a new binary. An on-disk stamp records the shape; the binary migrates it forward before reading state, and reads are side-effect-free. No operator action is required for in-place upgrades. See storage.md → Internal schema versioning for the full mechanism.

A binary opening a manifest stamped at a version higher than it knows about refuses to publish with a clear "upgrade omnigraph first" error — old binaries cannot clobber a newer schema.