omnigraph/docs/user/cluster-config.md

Cluster Config

Status: Stage 2C state-lock recovery preview.

Cluster config is the future control-plane configuration surface for a whole OmniGraph deployment. In this stage, OmniGraph can validate a local cluster.yaml folder, produce a deterministic read-only plan, inspect the local JSON state ledger, and explicitly refresh/import graph observations into that ledger. It can also manually remove a held local state lock by exact lock id. It does not apply desired changes, start servers, or write graph resources.

Commands

omnigraph cluster validate --config ./company-brain
omnigraph cluster plan     --config ./company-brain --json
omnigraph cluster status   --config ./company-brain --json
omnigraph cluster refresh  --config ./company-brain --json
omnigraph cluster import   --config ./company-brain --json
omnigraph cluster force-unlock <LOCK_ID> --config ./company-brain --json

--config points at a directory, not a file. The directory must contain cluster.yaml. When omitted, it defaults to the current directory.

Relationship to omnigraph.yaml

cluster.yaml does not replace omnigraph.yaml, and the two never describe the same fact. omnigraph.yaml remains how the CLI and server are configured today (graph targets, server bind, CLI defaults, credential env references) and is its long-term home for per-operator settings. cluster.yaml is the shared desired state of a whole deployment, read only by the cluster commands via --config. In the current stage, nothing recorded in the cluster state ledger affects what a server serves or what other CLI commands target — the cluster catalog is inspectable, not live. When server boot from cluster state ships in a later stage, it will be an explicit per-deployment mode switch, not a merge of the two files.

Supported cluster.yaml

Stage 2C accepts only the read-only resource subset:

version: 1
metadata:
  name: company-brain

state:
  backend: cluster
  lock: true

graphs:
  knowledge:
    schema: ./knowledge.pg
    queries:
      find_experts:
        file: ./knowledge.gq

policies:
  base:
    file: ./base.policy.yaml
    applies_to: [knowledge]

metadata.name is a display label. state.backend may be omitted or set to cluster; external state backends are reserved for a later stage. state.lock defaults to true. When enabled, cluster plan, cluster refresh, and cluster import briefly acquire <config-dir>/__cluster/lock.json, then remove it before returning. cluster status never acquires the lock; it only reports whether one is present. cluster force-unlock is the only lock-removal command; it requires the exact lock id and should be run only after confirming no cluster operation is active.

Validation

cluster validate checks:

• cluster.yaml syntax and supported fields
• duplicate YAML keys
• schema, query, and policy file existence
• schema parsing and catalog construction
• stored-query parsing and query-name matching
• stored-query type-checking against the desired schema
• policy applies_to graph references

Fields reserved for later phases, such as pipelines, embeddings, ui, aliases, and bindings, fail with a typed diagnostic instead of being silently ignored.

Planning

cluster plan first performs validation, then reads local JSON state from:

<config-dir>/__cluster/state.json

If the file is missing, the state is treated as empty and every desired resource is planned as a create. If present, the file must use this shape:

{
  "version": 1,
  "state_revision": 0,
  "applied_revision": {
    "config_digest": "...",
    "resources": {
      "graph.knowledge": { "digest": "..." },
      "schema.knowledge": { "digest": "..." },
      "query.knowledge.find_experts": { "digest": "..." },
      "policy.base": { "digest": "..." }
    }
  },
  "resource_statuses": {
    "graph.knowledge": {
      "status": "applied",
      "conditions": [],
      "message": "optional status detail"
    }
  },
  "approval_records": {},
  "recovery_records": {},
  "observations": {}
}

state_revision, resource_statuses, approval_records, recovery_records, and observations are optional so older Stage 1 state fixtures keep working. Missing state_revision is treated as 0. Resource status values are pending, planned, applying, applied, drifted, blocked, or error.

Plan output compares desired resource digests against state resource digests and reports create, update, and delete changes. It also reports the state CAS (sha256:<digest>) and state revision. state_observations.locked means an existing lock file was observed, along with its metadata (lock_id, lock_operation, lock_created_at, lock_pid, lock_age_seconds); a successful plan instead reports lock_acquired: true and an acquired_lock_id, then releases the lock before returning. The command never writes state.json and does not scan live graphs. Use explicit cluster refresh / cluster import when the state ledger should be updated from live observations. Apply and live drift scans during plan are later-stage work.

Status

cluster status reads the same local JSON state ledger and prints what the ledger says is deployed. It does not validate referenced schema/query/policy files and does not inspect live graphs. Missing state.json succeeds with a warning; invalid state JSON or an unsupported state version fails. If a lock is present, status reports its id, operation, creation time, pid, and age.

Refresh And Import

cluster refresh updates an existing state.json from actual observations. cluster import creates the first state.json when the ledger is missing. Both commands open declared graphs read-only at:

<config-dir>/graphs/<graph-id>.omni

They observe only branch main, recording graph existence, manifest version, live schema digest, desired schema digest, and schema-match status under observations["graph.<id>"]. Missing graph roots are recorded as drift and remove the graph/schema digests from state so a later plan proposes creates. Invalid graph roots are recorded as errors; refresh persists the error observation and exits non-zero, while import exits non-zero without creating initial state.

Refresh/import do not observe query or policy resources yet. Existing query and policy state digests are preserved on refresh and are not invented on import.

Force Unlock

cluster force-unlock <LOCK_ID> removes <config-dir>/__cluster/lock.json only when the file exists, is valid version-1 lock JSON, and its lock_id exactly matches the argument. A wrong id, missing lock, invalid lock JSON, or unsupported lock version exits non-zero and leaves the file untouched.

This is manual recovery for abandoned local locks. OmniGraph does not perform PID-liveness checks, TTL expiry, stale-lock breaking, or automatic unlock in Stage 2C.