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

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Markdown

# 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](../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](../branching/index.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](../concepts/storage.md) 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.