omnigraph/docs/user/search/indexes.md
Andrew Altshuler 9c792649e2
docs(user): coherence cleanup aligned with 0.7.1 (#293)
* docs(cli): fix cluster apply semantics — converges graphs+schema, not config-only

`cluster apply` creates graphs, applies schema updates (soft drops), writes
stored-query/policy catalog resources, and executes approved graph deletes in
one ordered run. Both the user docs and the shipped CLI help text still
described it as a "Stage 3A" config-only (query/policy) subset that defers
graph/schema changes "to a later stage" — wrong since the graph/schema executor
landed.

- docs/user/cli/reference.md: rewrite the cluster paragraph to describe apply's
  actual converge behavior; keep deferred for the genuinely-unsupported case
  (standalone schema deletes); drop the stale "Stage 3A" / "reserved for later
  stages" framing.
- crates/omnigraph-cli/src/cli.rs: fix the `cluster apply` help text to match.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P1).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(server): align stored-query exposure with cluster-only behavior

server.md documented a per-query expose knob ("`mcp.expose` defaults to true;
set `mcp: { expose: false }` to hide from the catalog") that does not exist in
the only deployment mode. Cluster-only serving lists every stored query: the
cluster registry has no expose field (`QueryConfig { file }`) and the boot
bridge hardcodes `expose: true` for all cluster queries
(omnigraph-server settings), and there is no GQ-level expose annotation. This
contradicted clusters/config.md, which already states the correct behavior.

Replace the knob bullet with the cluster truth (every applied query is listed;
per-query exposure may become a Cedar-policy decision later) and drop the
"`mcp.expose` stored queries" phrasing from the catalog description, the
endpoint table, and the intro. The `mcp_expose` JSON catalog field is unchanged
(still emitted, always true in cluster mode).

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P1).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(schema): split direct/embedded vs cluster-managed schema apply

schema/index.md claimed `allow_data_loss` is "honored uniformly across
transports" and listed HTTP `POST /schema/apply` among them. But that route is
409-disabled for cluster-backed serving (already documented in server.md), and
cluster-managed graphs evolve only through `cluster apply` with soft drops —
there is no cluster HTTP data-loss path.

Scope the data-loss flag to the direct/embedded path (`schema apply --store`,
SDK), and add a paragraph: cluster-managed graphs use `cluster apply`
(soft drops only); HTTP `POST /schema/apply` is 409 for cluster serving; direct
apply against a cluster-managed path is refused. Cross-refs server + cluster
docs.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(server): document /load as canonical in limits + admission prose

The endpoint table already listed both `/load` (canonical) and `/ingest`
(deprecated alias) at 32 MB, but the admission-control, body-limit,
rate-limit, and manifest-conflict prose named only `/ingest` — and the
constants page called the limit "Ingest body limit". Add `/load` alongside (or
ahead of) `/ingest` everywhere, and rename the constant to "Load (bulk-write)
body limit" noting the `/ingest` alias shares it.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(cli): drop stale bearer-token keys + fix version string

The "Bearer token resolution (CLI)" section still listed removed omnigraph.yaml
keys (`graphs.<name>.bearer_token_env`, `auth.env_file`) — config surfaces that
no longer exist and that implied plaintext tokens in config. Replace it with a
pointer to the keyed-credential model documented above
(`OMNIGRAPH_TOKEN_<NAME>` → `~/.omnigraph/credentials` →
`OMNIGRAPH_BEARER_TOKEN`). Also fix the `version` row: the CLI prints 0.7.x, not
0.3.x.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2 + smaller).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs: route-spelling note + drop stale stage/deferred crumbs

- server.md: add a one-line note that the per-graph subsections name routes in
  shorthand (`GET /queries`, `POST /query`, `POST /mutate`,
  `POST /queries/{name}`) but every one is served under `/graphs/{id}/…` — the
  endpoint table is already fully-qualified.
- clusters/config.md: redefine the `deferred` plan disposition as an unsupported
  change (e.g. a standalone schema delete) instead of "graph/schema change,
  later phase" (graph creates and schema updates apply now); drop the "Stage 2C"
  label from the lock-recovery note.
- search/indexes.md: `ingest --mode merge` → canonical `load --mode merge`.

Part of the docs/user coherence cleanup (docs/dev/docs-issues.md, P2 + smaller).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(dev): track user-docs coherence ledger; mark 2026-06-20 findings resolved

Convert the scratch review notes into a tracked living ledger and link it from
the dev index. All ten findings from the 2026-06-20 docs/user sweep are
validated and fixed in this branch (P1 cluster-apply semantics + stored-query
exposure; P2 schema-apply paths, /load canonical, bearer-token keys, route
shorthand; plus version/ingest/deferred/stage crumbs). The verification grep
checklist is retained for future audits.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

* docs(api): align GET /queries OpenAPI contract with cluster-only behavior

Greptile P1 on #293: the prose fix in server.md left the OpenAPI surface stale.
The utoipa annotations (handlers.rs, omnigraph-api-types QueriesCatalogOutput)
still described the catalog as "the `mcp.expose == true` subset", and those
drive the checked-in openapi.json — so SDK consumers read a contract the
cluster-only server does not honor (it lists every stored query).

Update the three Rust doc-comment/annotation strings to "every stored query"
and regenerate openapi.json (OMNIGRAPH_UPDATE_OPENAPI=1; drift test green) in
the same change, per AGENTS.md rule 4. Ledger updated: this finding resolved,
plus the cross-repo drift it surfaced (omnigraph-ts generated spec/types and
omnigraph-cookbooks best-practices bearer_token_env) tracked as open follow-ups.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FQ1Hf4eXLsJmeLUkTYBEw7

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-21 00:02:34 +03:00

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Markdown

# Indexes
## L1 — Lance index types OmniGraph exposes
| Index | Use | Notes |
|---|---|---|
| **BTREE scalar** | `=` / range / `IN` / `IS NULL` on a scalar | always on the node `id` and edge `src`/`dst`; and on each one-column `@index`/`@key` property that is an **enum** or an **orderable scalar** (`DateTime`/`Date`/`I32`/`I64`/`U32`/`U64`/`F32`/`F64`/`Bool`) |
| **Inverted (FTS)** | `search`, `fuzzy`, `match_text`, `bm25` | created on **free-text** (non-enum) `String` `@index`/`@key` columns |
| **Vector** | `nearest()` k-NN | Lance picks IVF_PQ vs HNSW family by configuration; OmniGraph stores as FixedSizeList(Float32, dim) |
The per-property index a column gets is decided by `node_prop_index_kind` (shared
by the builder and the sidecar-pinning coverage check so they cannot drift):
enums and orderable scalars → BTREE, free-text Strings → FTS, `Vector` → vector,
list/`Blob` columns → none.
> **Free-text Strings are not equality-indexed.** A non-enum `String` column
> (including a `String @key` slug) gets an FTS inverted index, which Lance does
> **not** consult for `=`/range — only for `search`/`match_text`/`bm25`. So an
> equality filter on a free-text String falls back to a full scan. If you filter
> a String identifier by equality on a large table, model it so the value is the
> node id, or track it as a follow-up to also build a BTREE on such columns.
> **Coverage and cost.** Each indexed column adds index files and build time, and
> an index only covers the fragments it was built over. Rows appended after the
> index was built (e.g. by `load --mode merge`) are scanned unindexed until a
> reindex extends coverage; see [maintenance](../operations/maintenance.md) → `optimize`.
## L2 — OmniGraph orchestration
- **`@index`/`@key` declares intent; the physical index is derived state.** A migration records the declaration in the catalog/IR and never fails on it — `schema apply` builds **no** indexes (adding an `@index` to an existing column is a pure metadata change that touches no table data). `load`/`mutate` build declared indexes inline as part of the write, but a column that can't be built yet (a `Vector` column with no trainable vectors — IVF k-means needs ≥1 vector, e.g. rows loaded before `embed` runs) is left **pending**, not fatal. Reads stay correct meanwhile: a missing/partial index degrades to a scan (vector search to brute-force). A later `ensure_indices`/`optimize` materializes the pending index once it is buildable. This mirrors how LanceDB builds indexes asynchronously and serves unindexed rows by brute-force.
- `ensure_indices()` / `ensure_indices_on(branch)` — idempotent build of BTREE + inverted + vector indexes for the current head; safe to re-run; returns the columns it had to defer as pending. `optimize` runs it after compaction, so the maintenance cron is the convergence path for deferred indexes.
- Indexes are built on the *branch head* (not on a snapshot), so reads always see the current index state.
- **Lazy branch forking for indexes**: a branch that hasn't mutated a sub-table doesn't need its own index — the main lineage's index is reused until the first write triggers a copy-on-write fork.
- Vector index parameters (metric, nlist, nprobe, etc.) are not exposed in the schema; they default at the Lance layer and are picked up automatically when an index is asked for on a Vector column.
## L2 — Graph topology index
This is OmniGraph-specific (not Lance):
- A Compressed Sparse Row (CSR) adjacency representation of edges, with both out- (CSR) and in- (CSC) directions, plus a dense per-node-type id mapping.
- Built on demand from a snapshot's edge tables, **lazily**: only when an `Expand` the planner routes to the CSR path (dense / large frontier) or an `AntiJoin` actually needs it.
- Cached per snapshot (LRU, keyed by snapshot id + edge table versions), so repeat traversals over the same snapshot reuse it.
- Selective `Expand`s resolve neighbors from the persisted `src`/`dst` BTREE instead (one indexed scan per hop) and never trigger the CSR build; see [query-language](../queries/index.md) → Traversal execution. Pure scans, and queries served entirely by the indexed traversal path, skip it.