omnigraph/docs/dev/architecture.md
devin-ai-integration[bot] 2c578a60b2
(feat) convert engine call sites to &dyn TableStorage; demote legacy TableStore methods to pub(crate) (#86)
* MR-854: convert engine call sites to &dyn TableStorage; demote legacy methods

Phase 1b: every db.table_store.X(...) call site converts to
db.storage().X(...), reaching the storage layer through the sealed
TableStorage trait (returns &dyn TableStorage). Opaque SnapshotHandle
and StagedHandle replace bare lance::Dataset and Transaction in the
threaded values.

Phase 9: the inherent inline-commit methods on TableStore
(append_batch, merge_insert_batch{,es}, overwrite_batch,
create_btree_index, create_inverted_index) demote from pub to
pub(crate). Their only remaining direct users are table_store.rs
itself and the bulk loader's LoadMode::{Append, Overwrite, Merge}
concurrent fast-paths in loader::write_batch_to_dataset (no
two-phase shape in Lance 4.0.0 — closes after lance#6658 and #6666).

Docs:
- invariants.md \u00a7VI.23: drop "at the writer-trait surface"
  qualifier; staged primitives are now the only engine surface.
- runs.md: residual matrix shrinks to delete_where and
  create_vector_index (the two upstream-blocked residuals).
- forbidden_apis.rs: replace transitional language with the
  current allow-list shape (table_store.rs + loader concurrent
  fast-path only).

Files touched:
- changes/mod.rs, db/omnigraph.rs (+export/optimize/schema_apply/
  table_ops.rs), exec/{merge,mod,mutation,staging}.rs,
  loader/mod.rs, storage_layer.rs, table_store.rs,
  tests/forbidden_apis.rs, docs/{invariants,runs}.md.

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: replace test-only inline-commit append callers with local Lance helpers

After demoting TableStore::append_batch from pub to pub(crate), the
integration tests in tests/recovery.rs and tests/staged_writes.rs
that previously called store.append_batch(...) directly to simulate
HEAD-ahead-of-manifest drift can no longer access the inherent
method. Replace those calls with small in-test helpers that do a raw
Dataset::append (the same body the inherent method runs).

- tests/helpers/mod.rs gains lance_append_inline (shared helper).
- tests/staged_writes.rs gets a file-local lance_append_inline_local
  (staged_writes.rs does not import helpers::).
- tests/recovery.rs drops the unused TableStore import in the one
  function whose store binding became unused after the conversion.

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: retrigger CI for flaky Test Workspace job

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: convert remaining table_store call sites in export.rs / read_blob

Two leftover `self.table_store.X` / `db.table_store.X` call sites were
missed in the initial sweep — flagged by Devin Review on PR #86. Both
now go through the trait surface:

- `entity_from_snapshot` (db/omnigraph/export.rs): switch from
  `db.table_store.open_snapshot_table` + `db.table_store.scan` to
  `db.storage().open_snapshot_at_table` + `db.storage().scan`.

- `read_blob` (db/omnigraph.rs): replace
  `snapshot.open(table_key)` + `self.table_store.first_row_id_for_filter`
  with `self.storage().open_snapshot_at_table` +
  `self.storage().first_row_id_for_filter`. The follow-up
  `take_blobs` call still needs an `Arc<Dataset>` (it's a Lance blob
  accessor not surfaced through the trait), so we hand off via
  `SnapshotHandle::into_arc()` with a comment.

After this commit, no engine code outside `table_store.rs` reaches the
inherent `TableStore` API — the docs/runs.md and docs/invariants.md
claim is now uniformly true.

Co-Authored-By: Ragnor Comerford <ragnor.comerford@gmail.com>

* MR-854: post-rebase doc fixes (Lance 6.0.1, MR-A framing, into_dataset note)

Reviewer feedback on the rebased PR:

* docs/dev/writes.md residuals matrix: drop demoted methods from the trait-surface table (now `pub(crate)`); keep only the two genuine trait-surface residuals (`delete_where`, `create_vector_index`); reframe under MR-A (Lance v7.x bump) per docs/dev/lance.md.

* tests/forbidden_apis.rs: update transitional allow-list header to (a) drop the truncate_table mislabel (truncate_table is a Lance Dataset method, not a TableStore method — overwrite_batch's internal call), (b) reframe trait-surface residuals under MR-A / Lance #6666.

* crates/omnigraph/src/storage_layer.rs::SnapshotHandle::{into_arc, into_dataset}: add single-ref invariant doc — both consume Arc via try_unwrap-or-clone; sibling SnapshotHandle clones across an await point force a deep Dataset clone.

* Replace lance-4.0.0 version refs with lance-6.0.1 in active source/test/dev-doc comments (storage_layer.rs, table_store.rs, table_ops.rs, schema_apply.rs, merge.rs, recovery.rs, staged_writes.rs, consistency.rs, docs/dev/execution.md, docs/user/query-language.md). Historical refs in docs/releases/v0.4.1.md and the canonical "Lance 4.0.0 → 6.0.1 migration" line in docs/dev/lance.md left intact.

No engine code changes.

* MR-854: update docs/dev/invariants.md Storage trait row + gap entry

Reviewer feedback: the docs reorg landed; the invariant row now lives in
docs/dev/invariants.md with stable headings (no more numbered §VI.23).

Update two pieces to reflect MR-854 completion:

* Status table 'Storage trait' row: was 'full call-site migration ... incomplete';
  now 'engine call sites all route through db.storage() (MR-854); inline-commit
  inherent methods are pub(crate)-demoted; capability/stat surfaces are roadmap'.

* 'Known Gaps' 'Storage abstraction' entry: was 'older inherent TableStore call
  sites and inline residuals remain'; now names the closed scope (MR-854 — call
  sites migrated, methods demoted, loader fast-paths) and the remaining
  trait-surface residuals under MR-A (Lance v7.x bump) and Lance #6666.

Cross-links to docs/dev/lance.md and docs/dev/writes.md so the framing stays
co-located with the canonical Lance surface tracking.

* MR-854: remove dead inline-commit methods from the storage surface

The loader concurrent fast-path (write_batch_to_dataset) is only reached
for LoadMode::Overwrite — Append/Merge route through MutationStaging — so
its Append/Merge arms were unreachable. Collapse it to overwrite-only and
drop the now-unused mode params, which removes the only callers of:

- TableStorage::append_batch + TableStorage::merge_insert_batches (trait)
- TableStore::merge_insert_batch + merge_insert_batches (inherent)

create_btree_index / create_inverted_index had zero callers anywhere
(scalar index builds use the stage_* primitives). Remove both from the
trait and the inherent impl.

Inherent append_batch stays pub(crate): overwrite_batch and recovery
tests use it. Migrate the one trait-append_batch test caller
(seed_person_row) to stage_append + commit_staged. The merge_insert
FirstSeen-workaround rationale moves from the deleted merge_insert_batch
into stage_merge_insert (now the sole merge path). No behavior change.

Also corrects the inaccurate loader residual comment (the prior text
blamed Lance #6658/#6666, which are the delete and vector-index issues,
for keeping overwrite inline; a stage_overwrite primitive already exists
and schema_apply uses it).

* MR-854: seal db.storage() to staged-only; move residuals to InlineCommitResidual

Split the three remaining inline-commit writes (overwrite_batch,
delete_where, create_vector_index) off the TableStorage trait onto a new
sealed InlineCommitResidual trait, reachable only via the explicit
Omnigraph::storage_inline_residual() accessor. db.storage() now exposes
only staged primitives + reads, so engine code cannot couple a write
with a Lance HEAD advance through the default surface — MR-793 acceptance
§1 ("no public method commits as a side effect of writing") now holds by
construction, not by review + naming.

Call sites moved to storage_inline_residual(): loader overwrite
fast-path, the three mutation delete_where paths, the branch-merge
delete, and the vector-index build. Impl bodies are unchanged (same
delegation to the pub(crate) inherent methods); this is a pure surface
reshape with no behavior change.

The residual trait holds two genuinely upstream-blocked methods
(delete_where -> Lance #6658/v7.x, create_vector_index -> Lance #6666)
plus overwrite_batch, kept for the loader's cross-table bulk-overwrite
concurrency until its staged migration lands (tracked follow-up).

* MR-854 docs: describe the staged-only seal; fix stale Lance index URLs

- writes.md / invariants.md / AGENTS.md: the inline-commit residuals now
  live on InlineCommitResidual behind db.storage_inline_residual(), so
  acceptance §1 holds by construction rather than 'option (b)' per-method
  enumeration. Drop the inaccurate 'until Lance exposes
  Operation::Overwrite { fragments }' claim (that op exists; stage_overwrite
  already builds it) and reframe overwrite_batch as a removable legacy
  residual gated on the loader's bulk-overwrite concurrency.
- forbidden_apis.rs: rewrite the allow-list doc for the split surface.
- lance.md: the index spec pages moved from /format/table/index/ to
  /format/index/ in Lance 6.x (the old paths 404). Fix all 13 URLs.

* MR-854: fix stale lance-4.0.0 comment refs flagged in review

Addresses greptile (exec/merge.rs) and aaltshuler's stale-version blocker:
update lance-4.0.0 -> 6.0.1 in the comment/doc refs within this PR's
footprint (exec/merge.rs, exec/mutation.rs, docs/dev/writes.md). Also
corrects exec/merge.rs to cite lance#6666 (not #6658) for
build_index_metadata_from_segments — that is the vector-index segment-commit
API; #6658 is the two-phase delete. (Pre-existing 4.0.0 refs in untouched
files like architecture.md/storage.md are main's incomplete migration
cleanup, left out of scope.)

* fix(storage): stage loader overwrites

* fix(storage): stage empty schema rewrites

---------

Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
Co-authored-by: Ragnor Comerford <ragnor.comerford@gmail.com>
Co-authored-by: Ragnor Comerford <hello@ragnor.co>
2026-06-09 23:03:08 +02:00

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Architecture

OmniGraph is a typed property-graph engine built as a coordination layer over many Lance datasets, with Git-style branches and commits across the whole graph, multi-modal querying (vector + FTS + BM25 + RRF + graph traversal) in one runtime, an HTTP server with Cedar policy, and a CLI driven by a single omnigraph.yaml.

Reading guide

Three views, increasing zoom:

  1. System context — what OmniGraph is and what it touches.
  2. Layer view — the eight-layer stack inside one OmniGraph process.
  3. Component zoom-ins — what's inside each layer.

For runtime flows (read query, mutation), see docs/dev/execution.md. For the on-disk layout of a graph, see docs/user/storage.md.

L1 (orange in the diagrams) is what we inherit from Lance; L2 (blue) is what OmniGraph adds. The L1/L2 framing is also called out in prose at the bottom of this doc.

System context

flowchart LR
    classDef external fill:#fef3e8,stroke:#c46900,color:#000
    classDef omnigraph fill:#e8f4fd,stroke:#1e6aa8,color:#000
    classDef store fill:#f0f0f0,stroke:#555,color:#000

    cli[CLI users]:::external
    http[HTTP clients<br/>and SDKs]:::external
    agents[Agents]:::external
    embed[Embedding providers<br/>OpenAI / Gemini]:::external

    og[OmniGraph<br/>kernel]:::omnigraph

    cedar[Cedar policy<br/>engine]:::external
    s3[Object store<br/>local FS / S3 / RustFS]:::store

    cli --> og
    http --> og
    agents --> og
    og --> embed
    og --> cedar
    og --> s3

OmniGraph runs as a single process (one binary, multiple crates). External dependencies are the embedding APIs (called during ingest and at query-time normalization), Cedar (called for every privileged action), and an object store (everything OmniGraph persists lands here).

Layer view

Inside the OmniGraph process, work flows through these layers:

flowchart TB
    classDef l2 fill:#e8f4fd,stroke:#1e6aa8,color:#000
    classDef l1 fill:#fef3e8,stroke:#c46900,color:#000

    subgraph CLIs[CLI and HTTP server]
        cli[omnigraph CLI]:::l2
        srv[omnigraph-server<br/>Axum + Cedar]:::l2
    end

    subgraph compiler[omnigraph-compiler]
        front[parse → AST → typecheck → catalog → IR]:::l2
    end

    subgraph engine[omnigraph engine]
        plan[exec query and mutation]:::l2
        gi[graph index CSR/CSC<br/>RuntimeCache LRU 8]:::l2
        coord[coordinator<br/>ManifestCoordinator · CommitGraph]:::l2
    end

    subgraph storage[storage trait — wraps Lance]
        ts[table_store · storage.rs<br/>direct lance::Dataset today]:::l2
    end

    subgraph lance_layer[Lance 4.x — substrate]
        lance[per-dataset versions, fragments<br/>BTREE · Inverted FTS · IVF/HNSW vector<br/>merge_insert · compact_files · cleanup_old_versions]:::l1
    end

    subgraph object_store[Object store]
        os[local FS · S3 · RustFS · MinIO]:::l1
    end

    CLIs -- "string + params" --> compiler
    compiler -- IROp --> engine
    engine -- "scan / write request" --> storage
    storage -- "Stream of RecordBatch" --> engine
    storage -- "Lance API calls" --> lance_layer
    lance_layer -- bytes --> object_store

The storage seam is partly aspirational. TableStorage exists as the sealed staged-write trait, but capability/stat surfaces and full call-site migration are still roadmap. The diagram shows the intended boundary.

Component zoom-ins

Compiler — omnigraph-compiler

flowchart LR
    classDef l2 fill:#e8f4fd,stroke:#1e6aa8,color:#000

    src[".gq source"]:::l2
    p[parser Pest<br/>query.pest · schema.pest]:::l2
    ast[AST<br/>QueryDecl · Mutation · Schema]:::l2
    cat[catalog<br/>NodeType · EdgeType · Interface]:::l2
    tc[typecheck<br/>typecheck_query]:::l2
    low[lower<br/>lower_query]:::l2
    ir[IROp pipeline<br/>NodeScan · Expand · Filter · AntiJoin]:::l2

    src --> p --> ast --> tc
    cat --> tc
    tc --> low --> ir

The compiler crate has zero Lance dependency. It owns the schema language, the query language, and the AST → IR lowering.

Code paths:

  • Parser: crates/omnigraph-compiler/src/query/parser.rs, crates/omnigraph-compiler/src/query/query.pest
  • Typecheck: crates/omnigraph-compiler/src/query/typecheck.rs:83 (typecheck_query)
  • Lower: crates/omnigraph-compiler/src/ir/lower.rs:11 (lower_query)
  • Catalog: crates/omnigraph-compiler/src/catalog/

Engine — omnigraph crate

flowchart TB
    classDef l2 fill:#e8f4fd,stroke:#1e6aa8,color:#000

    subgraph exec[exec module]
        eq[query · execute_query<br/>query.rs:347]:::l2
        em[mutation · mutate<br/>mutation.rs:511]:::l2
        ld[loader · ingest<br/>loader/mod.rs:74]:::l2
    end

    subgraph state[graph state]
        coord[GraphCoordinator]:::l2
        mr[ManifestCoordinator<br/>db/manifest.rs]:::l2
        cg[CommitGraph<br/>_graph_commits.lance]:::l2
        stg[MutationStaging<br/>per-query in-memory accumulator<br/>exec/staging.rs]:::l2
    end

    subgraph idx[graph index]
        gi[GraphIndex<br/>CSR/CSC built per query]:::l2
        rc[RuntimeCache LRU=8]:::l2
    end

    subgraph io[Lance I/O]
        ts[table_store]:::l2
        st[storage adapter<br/>storage.rs]:::l2
    end

    eq --> gi
    eq --> ts
    em --> stg
    em --> ts
    ld --> stg
    ld --> ts
    eq --> mr
    em --> mr
    coord --> mr
    coord --> cg
    ts --> st

The engine binds the compiler IR to Lance. It owns multi-dataset coordination, the graph topology index, the per-query staging accumulator, and the snapshot/manifest read path.

Code paths:

  • Read entry: Omnigraph::query at crates/omnigraph/src/exec/query.rs:7
  • Mutation entry: Omnigraph::mutate at crates/omnigraph/src/exec/mutation.rs:511
  • Manifest commit: ManifestCoordinator::commit at crates/omnigraph/src/db/manifest.rs:280
  • Graph index: crates/omnigraph/src/graph_index/
  • Loader: Omnigraph::ingest at crates/omnigraph/src/loader/mod.rs:74

Mutation atomicity — in-memory accumulator (MR-794)

Inserts and updates inside mutate_as and the bulk loader's Append/Merge modes go through MutationStaging (crates/omnigraph/src/exec/staging.rs), a per-query in-memory accumulator. No Lance HEAD advance happens during op execution; one stage_* + commit_staged per touched table runs at end-of-query, then the publisher commits the manifest atomically.

op-1 (insert/update) → push RecordBatch → MutationStaging.pending[table]
op-2 (insert/update) → read committed via Lance + pending via DataFusion
                       MemTable (read-your-writes) → push batch
op-N → push batch
─── end of query ───────────────────────────────────────
finalize: per pending table:
   concat batches → stage_append OR stage_merge_insert OR stage_overwrite
                  → commit_staged
publisher: ManifestBatchPublisher::publish (one cross-table CAS)

A failed op leaves Lance HEAD untouched on the staged tables: the next mutation proceeds normally with no drift to reconcile. Concrete contracts:

  • D₂ parse-time rule: a query is either insert/update-only or delete-only. Mixed → reject. Deletes still inline-commit (Lance 4.0.0 has no public two-phase delete); D₂ keeps the inline path safe.
  • LoadMode::Overwrite uses Lance Operation::Overwrite through the same staged path. Loader validation runs against the replacement in-memory batches before any commit_staged, and the publish window is covered by SidecarKind::Load recovery.
  • Read sites consume TableStore::scan_with_pending, which Lance-scans the committed snapshot at the captured expected_version and unions with a DataFusion MemTable over the pending batches.

This pattern realizes read-your-writes within a multi-statement mutation and keeps failure scope bounded for inserts/updates by construction at the writer layer. See docs/dev/invariants.md and docs/dev/writes.md for the publisher CAS contract this builds on.

Storage trait — today vs. roadmap

flowchart LR
    classDef now fill:#e8f4fd,stroke:#1e6aa8,color:#000
    classDef future fill:#fff,stroke:#888,stroke-dasharray:5 5,color:#444

    subgraph today[Today]
        d1[table_store<br/>opens lance::Dataset directly]:::now
        d2[storage.rs<br/>S3 / file URI plumbing]:::now
    end

    subgraph roadmap[Roadmap - storage capabilities]
        t[trait Dataset<br/>schema · stats · placement<br/>capabilities · scan · write]:::future
        impl1[LanceStorage]:::future
        impl2[future test impl]:::future
    end

    today -.-> roadmap
    t --> impl1
    t --> impl2

The staged-write trait exists today as TableStorage, implemented by TableStore. Full engine migration plus capability and statistics surfaces remain roadmap, so the planner cannot yet reason about all pushdown opportunities through a documented trait surface.

Index lifecycle — today vs. roadmap

flowchart LR
    classDef now fill:#e8f4fd,stroke:#1e6aa8,color:#000
    classDef future fill:#fff,stroke:#888,stroke-dasharray:5 5,color:#444

    subgraph today[Today]
        ei[ensure_indices<br/>omnigraph.rs:445]:::now
        manual[called manually<br/>or from optimize]:::now
    end

    subgraph roadmap[Roadmap - manifest reconciler]
        rec[Reconciler<br/>observes manifest]:::future
        diff[coverage diff<br/>fragments  fragment_bitmap]:::future
        wp[worker pool<br/>builds index segments]:::future
    end

    manual --> ei
    today -.-> roadmap
    rec --> diff --> wp

Today, indexes are built explicitly via ensure_indices. Reads degrade gracefully when index coverage is partial — Lance's scanner unions indexed and scan paths automatically. The roadmap reconciler observes manifest state and converges coverage in the background.

Server / CLI

flowchart LR
    classDef l2 fill:#e8f4fd,stroke:#1e6aa8,color:#000

    cli[omnigraph CLI<br/>command families]:::l2
    srv_in[Axum HTTP<br/>REST + OpenAPI]:::l2
    auth[Bearer auth<br/>SHA-256 hashed tokens]:::l2
    pol[Cedar policy gate<br/>per request]:::l2
    wl[WorkloadController<br/>per-actor admission]:::l2
    eng[engine API<br/>Arc&lt;Omnigraph&gt;]:::l2
    wq[WriteQueueManager<br/>per-(table, branch)]:::l2

    cli -.-> eng
    srv_in --> auth --> pol --> wl --> eng
    eng --> wq

The server applies Cedar policy at the HTTP boundary today. The roadmap, called out in docs/dev/invariants.md as a known gap, is to push policy into the planner as predicates. After Cedar, mutating handlers go through WorkloadController (per-actor admission cap + byte budget; PR 2 / MR-686) before reaching the engine. The engine itself holds an Arc<WriteQueueManager> so concurrent mutations on the same (table, branch) serialize at the queue, while disjoint keys run in parallel — see docs/user/server.md "Per-actor admission control" and docs/dev/writes.md. The CLI bypasses the HTTP layer (and admission) and calls the engine API directly.

Code paths:

  • Server entry: crates/omnigraph-server/src/lib.rs
  • Auth: crates/omnigraph-server/src/auth.rs
  • Policy: crates/omnigraph-server/src/policy.rs
  • CLI: crates/omnigraph-cli/src/main.rs

L1 / L2 framing

Throughout the docs, capabilities are split into:

  • L1 — Inherited from Lance: what OmniGraph gets "for free" by sitting on top of the Lance dataset format (columnar Arrow storage, per-dataset versions and branches, index types, merge_insert, compact_files / cleanup_old_versions).
  • L2 — Added by OmniGraph: typing (schema language), graph semantics, multi-dataset coordination via __manifest, graph-level branches and commits, the .gq query language and IR, the topology index, the HTTP server, Cedar policy, the CLI.

Concurrency model

  • MVCC: every Lance write bumps a per-dataset version; the OmniGraph manifest version coordinates which sub-table versions are visible together.
  • Snapshot isolation: a query holds one Snapshot for its lifetime; concurrent writes don't leak in.
  • Cross-branch isolation: copy-on-write means readers and writers on different branches don't block each other.
  • Per-query staging: mutate_as and load (Append/Merge) accumulate insert/update batches in an in-memory MutationStaging; one stage_* + commit_staged per touched table runs at end-of-query, then the publisher commits the manifest atomically. A mid-query failure leaves Lance HEAD untouched on staged tables. (MR-794; pre-v0.4.0 used a __run__<id> staging branch + Run state machine, removed in MR-771.)
  • Schema-apply lock: __schema_apply_lock__ system branch serializes schema migrations.
  • Fail-points (failpoints cargo feature): failpoints::maybe_fail("operation.step")? in branch_create, publish, etc., for deterministic failure injection in tests.

Workspace crates

  • omnigraph-compiler — schema and query grammars, catalog, IR, lowering, type checker, lint, migration planner, OpenAI-style embedding client.
  • omnigraph (engine, published as omnigraph-engine on crates.io since v0.2.2) — the Lance-backed runtime: manifest, commit graph, snapshot, exec (incl. per-query MutationStaging accumulator), merge, loader, Gemini embedding client.
  • omnigraph-cli — the omnigraph binary.
  • omnigraph-server — the omnigraph-server binary (Axum HTTP server).