omnigraph/docs/user/deployment.md
Andrew Altshuler 7fd23c54a3
fix(cluster): stop cluster-apply crash-loops from the recovery-sidecar trap (#284)
* fix(cluster): stop cluster-apply crash-loops from the recovery-sidecar trap

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

Three coordinated changes:

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

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

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

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

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

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

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

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

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

Address Greptile review on PR #284:

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

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 03:34:15 +03:00

11 KiB

Deployment

This doc describes the public runtime contract for self-hosting Omnigraph. It does not include environment-specific secrets, private infrastructure, or internal deploy automation.

Runtime Modes

Omnigraph supports two broad deployment shapes:

  • local directory graphs
  • s3:// graphs on AWS S3 or S3-compatible object stores

The server binary and container image expose the same HTTP surface.

The server has a single boot source: a cluster directory (omnigraph-server --cluster <dir | s3://…>), which serves the cluster control plane's applied revision — see cluster-config.md.

Binary Deployment

Build or install:

  • omnigraph
  • omnigraph-server

On Windows, the binaries are omnigraph.exe and omnigraph-server.exe.

The server boots from a cluster only (RFC-011) — there is no positional <URI> / single-graph boot. Point it at a local cluster directory:

omnigraph-server --cluster ./company-brain --bind 0.0.0.0:8080

Or boot config-free from an object-storage-rooted cluster:

OMNIGRAPH_SERVER_BEARER_TOKEN="change-me" \
AWS_REGION="us-east-1" \
omnigraph-server --cluster s3://my-bucket/clusters/company-brain \
  --bind 0.0.0.0:8080

The server serves every graph in the cluster's applied revision under /graphs/{id}/.... See clusters for authoring and applying a cluster.

Cluster Mode in Containers (AWS, Railway)

A cluster-booted deployment has two shapes since the storage: root:

  • Bucket, no volume (preferred for cloud) — the cluster's ledger, catalog, and graph data live under an object-storage root (storage: s3://bucket/prefix in cluster.yaml). The server boots config-free from the bare URI; the container needs no volume at all:

    docker run -d \
      -e OMNIGRAPH_CLUSTER=s3://my-bucket/clusters/company-brain \
      -e AWS_ACCESS_KEY_ID=... -e AWS_SECRET_ACCESS_KEY=... \
      -e OMNIGRAPH_SERVER_BEARER_TOKEN=... \
      -p 8080:8080 <image>
    

    Day-2 runs from any operator checkout of the config repo: omnigraph cluster apply --config ./company-brain (the storage: key routes every stored byte to the bucket), then restart the service. The state lock is genuinely cross-machine on object storage, so CI and operator shells contend safely.

  • Volume (file-rooted) — the original shape: the whole cluster directory on a mounted volume. Still fully supported; the container contract:

docker run -d \
  -v /srv/company-brain:/var/lib/omnigraph/cluster \
  -e OMNIGRAPH_CLUSTER=/var/lib/omnigraph/cluster \
  -e OMNIGRAPH_SERVER_BEARER_TOKEN=... \
  -p 8080:8080 <image>

OMNIGRAPH_CLUSTER is the server's only boot source. The image also ships the omnigraph CLI, so the day-2 loop runs in-container:

docker exec -it <container> sh -c \
  'omnigraph cluster apply --as <you> --config /var/lib/omnigraph/cluster'
# then restart the container to pick up the applied state

AWS (ECS/Fargate + EFS)

  1. Push the image to ECR (the package.yml workflow builds it).
  2. Create an EFS filesystem; mount it in the task definition at /var/lib/omnigraph/cluster.
  3. Task environment: OMNIGRAPH_CLUSTER=/var/lib/omnigraph/cluster, bearer tokens via Secrets Manager/SSM into OMNIGRAPH_SERVER_BEARER_TOKENS_JSON (or the --features aws build's native Secrets Manager source).
  4. ALB in front for TLS; target the container's 8080 with /healthz checks.
  5. Day-2: ECS exec into the task → edit/upload config on the volume → omnigraph cluster apply --as <you> --config /var/lib/omnigraph/cluster → force a new deployment (restart).

For a stateless, volume-free deployment, root the cluster on object storage and boot config-free with OMNIGRAPH_CLUSTER=s3://bucket/clusters/<name> (the bucket-no-volume shape above) — the simplest AWS architecture.

Railway

  1. Create a service from the image; attach a volume mounted at /var/lib/omnigraph/cluster.
  2. Variables: OMNIGRAPH_CLUSTER=/var/lib/omnigraph/cluster, OMNIGRAPH_SERVER_BEARER_TOKEN=<token>. Railway terminates TLS at its edge and routes to the exposed 8080.
  3. Day-2: railway shell (or railway run) → omnigraph cluster apply --as <you> --config /var/lib/omnigraph/cluster → redeploy/restart the service.

Constraints (current honest list)

  • No hot reload — applied changes serve on the next restart.
  • Single-writer apply — run cluster apply from one place at a time (the state lock enforces this; CI or one operator shell, not both).
  • Multi-replica serving off a shared volume (EFS) is documented but unvalidated — boot is lock-free read-only so it should compose, but it is not yet exercised by tests.

Testing against S3 locally

To exercise the S3 storage path without a cloud account, run any S3-compatible store in Docker and point the standard AWS_* environment at it. RustFS is shown; MinIO works the same way.

docker run -d --name omnigraph-s3 -p 9000:9000 \
  -e RUSTFS_ACCESS_KEY=omnigraph -e RUSTFS_SECRET_KEY=omnigraph \
  -e RUSTFS_ALLOW_INSECURE_DEFAULT_CREDENTIALS=true \
  rustfs/rustfs:latest /data

export AWS_ACCESS_KEY_ID=omnigraph AWS_SECRET_ACCESS_KEY=omnigraph \
  AWS_REGION=us-east-1 AWS_ENDPOINT_URL_S3=http://127.0.0.1:9000 \
  AWS_ALLOW_HTTP=true AWS_S3_FORCE_PATH_STYLE=true

# create the bucket once (any S3 client works)
aws --endpoint-url "$AWS_ENDPOINT_URL_S3" s3 mb s3://omnigraph-local

Now an s3://… URI works anywhere a graph or cluster root is expected. Root a cluster on the bucket and serve it config-free:

# cluster.yaml
#   version: 1
#   storage: s3://omnigraph-local/clusters/demo
#   graphs: { demo: { schema: schema.pg } }

omnigraph cluster validate --config .
omnigraph cluster import   --config .
omnigraph cluster apply    --config . --as you
omnigraph load --data seed.jsonl --mode merge \
  s3://omnigraph-local/clusters/demo/graphs/demo.omni
omnigraph-server --cluster s3://omnigraph-local/clusters/demo \
  --bind 127.0.0.1:8080 --unauthenticated

The same AWS_* contract applies to a production object store — swap the endpoint and credentials. CI exercises this path against containerized RustFS.

Container Deployment

Build the image:

docker build -t omnigraph-server:local .

The server boots from a cluster only (RFC-011). Run against a cluster directory on a mounted volume:

docker run --rm -p 8080:8080 \
  -v "$PWD/company-brain:/var/lib/omnigraph/cluster" \
  omnigraph-server:local \
  --cluster /var/lib/omnigraph/cluster --bind 0.0.0.0:8080

Run config-free against an object-storage-rooted cluster:

docker run --rm -p 8080:8080 \
  -e OMNIGRAPH_SERVER_BEARER_TOKEN="change-me" \
  -e AWS_REGION="us-east-1" \
  omnigraph-server:local \
  --cluster s3://my-bucket/clusters/company-brain \
  --bind 0.0.0.0:8080

Container entrypoint env vars

When no positional args are given, the image entrypoint (docker/entrypoint.sh) builds the server command from env vars:

Var Effect
OMNIGRAPH_CLUSTER Cluster boot source — a config directory or a storage-root URI, forwarded as --cluster. The only boot source.
OMNIGRAPH_BIND Listen address (default 0.0.0.0:8080).
OMNIGRAPH_REQUIRE_ALL_GRAPHS When truthy, forwarded as --require-all-graphs: any graph-local quarantine or startup failure aborts cluster boot instead of serving the healthy subset.

Per-graph and server-level Cedar policy come from the cluster's applied revision (authored in cluster.yaml and published with cluster apply), not from a separate config file. The cluster docker shapes — volume vs. config-free object-storage root — are detailed under Cluster Mode in Containers above.

Auth

The server can run unauthenticated for local development only when explicitly started with --unauthenticated or OMNIGRAPH_UNAUTHENTICATED=1. Any shared or internet-facing deployment should set a bearer token source.

Token sources

The server reads bearer tokens from one of three places, in precedence order:

  1. AWS Secrets Manager (build with --features aws, see below) — set OMNIGRAPH_SERVER_BEARER_TOKENS_AWS_SECRET to the secret ID or ARN.
  2. JSON file or env — set one of:
    • OMNIGRAPH_SERVER_BEARER_TOKENS_FILE — path to a JSON {"actor": "token", ...} file.
    • OMNIGRAPH_SERVER_BEARER_TOKENS_JSON — the JSON literal inline.
  3. Single-token envOMNIGRAPH_SERVER_BEARER_TOKEN (assigns the implicit actor default).

Tokens are hashed with SHA-256 immediately on ingest; plaintext does not persist in process memory after startup.

The health endpoint /healthz remains suitable for load balancer health checks and is never gated.

Build Variants

The server binary ships in two flavors:

Variant Command Contents
Default (on-prem / local dev) cargo build --release Core server, no AWS SDK
AWS cargo build --release --features aws Adds AWS Secrets Manager backend for bearer tokens

Tagged release archives contain the default omnigraph and omnigraph-server binaries on macOS / Linux, and omnigraph.exe plus omnigraph-server.exe on Windows. AWS-enabled server binaries are built from source with cargo build --release --features aws -p omnigraph-server when needed.

The AWS build adds ~150 transitive deps and ~30-60s of first-build compile time. Default builds don't pay that cost.

AWS Secrets Manager

When the binary is built with --features aws, set OMNIGRAPH_SERVER_BEARER_TOKENS_AWS_SECRET to the ARN or name of a Secrets Manager secret whose SecretString is a JSON object of {"actor_id": "token", ...}:

omnigraph-server-aws s3://my-bucket/graphs/example ...
  # Environment:
  # OMNIGRAPH_SERVER_BEARER_TOKENS_AWS_SECRET=arn:aws:secretsmanager:us-east-1:123456789012:secret:omnigraph-tokens-AbCdEf

Credentials are resolved via the AWS default chain (env vars, shared config, IMDSv2 instance role, ECS task role) — no explicit credential plumbing is needed when running under an IAM instance role on EC2/ECS/EKS.

The IAM role must permit secretsmanager:GetSecretValue on the referenced secret.

Setting the env var without building with --features aws is a hard error with a rebuild instruction — it does not silently fall back to the env/file source.

S3-Compatible Storage

For S3-compatible backends such as RustFS or MinIO, set the usual AWS SDK environment variables:

  • AWS_ACCESS_KEY_ID
  • AWS_SECRET_ACCESS_KEY
  • AWS_REGION
  • optional AWS_ENDPOINT_URL
  • optional AWS_ENDPOINT_URL_S3
  • optional AWS_ALLOW_HTTP=true
  • optional AWS_S3_FORCE_PATH_STYLE=true