omnigraph/docs/user/storage.md
Ragnor Comerford e62d9166fb
fix: optimize publishes compaction; recovery roll-back converges manifest (#141)
* test(optimize): cover manifest publish + HEAD-drift reconcile

Red against the pre-fix optimize, which ran compact_files without
publishing the compacted version to __manifest:

- maintenance: optimize must publish so the manifest table_version
  tracks the compacted Lance HEAD and a later schema apply succeeds;
  and must reconcile a pre-existing manifest-behind-HEAD drift (forged
  via raw Lance compaction) so strict writes commit again.
- end_to_end + composite_flow: post-optimize query / strict update /
  reopen in the full lifecycle (the canonical flow previously omitted
  post-optimize writes as a documented "known limitation").
- failpoints: a crash between compaction and the manifest publish rolls
  forward on next open.

* fix(optimize): publish compaction to manifest and reconcile HEAD drift

optimize ran Lance compact_files without publishing the new version to
__manifest, so the manifest table_version lagged the Lance HEAD: reads
stayed pinned to the pre-compaction version, and the next schema apply or
strict update/delete failed its HEAD-vs-manifest precondition with
"stale view ... refresh and retry" (open-time recovery rollback inflated
the gap on retry).

optimize now publishes each compacted table's version under the
per-(table, main) write queue, guarded by a manifest CAS and a
SidecarKind::Optimize recovery sidecar (loose-match; roll-forward is safe
because compaction is content-preserving). When a table has nothing left
to compact but its Lance HEAD is already ahead of the manifest pin
(pre-fix drift, or a recovery restore commit), optimize reconciles the
manifest forward to HEAD (metadata-only, no sidecar). Caches and the
CSR/CSC graph index are invalidated after a publish.

Docs updated (maintenance, storage, branches-commits, writes, testing).

* test(recovery): rollback convergence + optimize-defer regressions

Red against the current code, landed before the fix:
- recovery: after the open-time sweep rolls a sidecar back, the manifest
  must track Lance HEAD (no residual drift) so a follow-up schema apply
  succeeds — the original "+1 per retry" loop. Today roll-back restores
  without publishing, so the manifest lags HEAD and the apply fails its
  HEAD-vs-manifest precondition.
- maintenance: optimize must refuse while a recovery sidecar is pending —
  operating on an unrecovered graph could publish a partial write the
  sweep would roll back.

Also removes optimize_reconciles_preexisting_manifest_head_drift: the
ad-hoc drift reconcile it covered is replaced by recovery-side convergence.

* fix(recovery): converge manifest on roll-back; optimize defers on pending recovery

Root of PR #141's review findings and the original "+1 per retry" loop:
a Lance HEAD ahead of the manifest was ambiguous (benign content-preserving
drift vs. a partial write a sidecar will roll back), and optimize's reconcile
guessed it benign. Close the class instead of guessing:

- Recovery roll-back now PUBLISHES the restored version (via a
  push_table_update_at_head helper shared with roll-forward), so the manifest
  tracks the Lance HEAD after recovery — symmetric with roll-forward. This
  fixes the +1 loop (after one roll-back the retry's HEAD-vs-manifest
  precondition passes) and removes the only remaining source of orphaned
  drift. The audit still records the logical rolled-back-to version; the
  manifest is published at the restore commit (identical content).
- optimize drops the ad-hoc drift reconcile and instead REFUSES when a
  __recovery sidecar is pending, so it only ever operates on a recovered
  graph (manifest == HEAD); its compaction publish can no longer commit a
  partial write. With the reconcile gone, the blob-skip-vs-reconcile gap is
  moot.

Updates the rollback recovery-test helper (manifest == HEAD after roll-back),
the failpoints assertions, and the user/dev docs.

* test(recovery): fix rollback assertion for manifest convergence

The roll-back-publishes change makes the manifest version advance after a
SchemaApply roll-back (to the old-schema content), so the
schema_apply_without_schema_staging_rolls_back_on_next_open assertion must
be `version > pre`, not `version == pre`. This update was dropped during
the commit churn and surfaced as a CI Test Workspace failure; the
old-schema-preserved intent stays covered by count_rows + _schema.pg + the
RolledBack convergence invariant.
2026-06-08 02:50:12 +03:00

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# Storage
## L1 — Lance dataset (per node/edge type)
Every node type and every edge type is its own Lance dataset:
- **Columnar Arrow storage**: each property is a column; nullable per Arrow schema.
- **Fragments**: data is partitioned into fragments; new writes create new fragments.
- **Manifest versioning**: every commit produces a new dataset version; old versions remain readable.
- **Stable row IDs**: `enable_stable_row_ids: true` is set on every Lance dataset OmniGraph creates — node and edge data tables, `__manifest`, `_graph_commits.lance`, `_graph_commit_recoveries.lance`, and any future system tables. This is an architectural invariant: the flag is one-way at dataset create per Lance's row-id-lineage spec, so a future change that introduces a Lance dataset must preserve it. Consequences: `_row_created_at_version` and `_row_last_updated_at_version` are available on every dataset (load-bearing for change-feed validators); `CreateIndex × Rewrite` is not a retryable conflict, so indices survive `omnigraph optimize` without needing the Fragment Reuse Index; readers must use a Lance build that recognises the flag (our pinned 4.0.0 is fine). Pre-0.4.x graphs created before this code path settled may have datasets without the flag and cannot be retrofitted in place — the supported path is dump-and-reload. The `stage_overwrite` rewrite path (used by `schema_apply`) preserves the flag through `Operation::Overwrite`; pinned by `stage_overwrite_preserves_stable_row_ids` in `crates/omnigraph/tests/staged_writes.rs`.
- **Append / delete / `merge_insert`**: native Lance write modes.
- **Per-dataset branches** (Lance native): copy-on-write at the dataset level.
- **Object-store agnostic**: file://, s3://, gs://, az://, http (read-only via Lance) — OmniGraph wires file:// and s3:// (`storage.rs`).
## L2 — Multi-dataset coordination via `__manifest`
OmniGraph is **not** a single Lance dataset; it is a *graph* of datasets coordinated through one append-only manifest table.
- **Manifest table**: `__manifest/` Lance dataset.
- **Layout** (`db/manifest/layout.rs`, `db/manifest/state.rs`):
- `nodes/{fnv1a64-hex(type_name)}` — one Lance dataset per node type
- `edges/{fnv1a64-hex(edge_type_name)}` — one Lance dataset per edge type
- `__manifest/` — the catalog of all sub-tables and their published versions
- `_graph_commits.lance` / `_graph_commit_actors.lance` — the commit graph and its actor map
- (legacy `_graph_runs.lance` / `_graph_run_actors.lance` from pre-v0.4.0 graphs are inert; the run state machine was removed in MR-771. The v2→v3 manifest migration sweeps stale `__run__*` branches on first write-open; the inert dataset bytes themselves remain until a `delete_prefix` storage primitive lands)
- **Manifest row schema** (`object_id, object_type, location, metadata, base_objects, table_key, table_version, table_branch, row_count`):
- `object_type``table | table_version | table_tombstone`
- `table_key``node:<TypeName> | edge:<EdgeName>`
- `table_branch` is `null` for the main lineage and the branch name otherwise
- **Snapshot reconstruction**: latest visible `table_version` per `(table_key, table_branch)` minus tombstones — rows where `object_type = table_tombstone`, whose own `table_version` (acting as the tombstone version) is `>= the entry's table_version`.
- **Atomic publish**: multi-dataset commits publish via a `ManifestBatchPublisher` so a single write to `__manifest` flips all the new sub-table versions visible at once.
- **Row-level CAS on the merge-insert join key**: `object_id` carries `lance-schema:unenforced-primary-key=true` so Lance's bloom-filter conflict resolver rejects two concurrent commits that land the same `object_id` row. Without this annotation, Lance's transparent rebase would admit silent duplicates of `version:T@v=N` from racing publishers (see `.context/merge-insert-cas-granularity.md`).
- **Optimistic concurrency control on publish**: `ManifestBatchPublisher::publish` accepts a `expected_table_versions: HashMap<table_key, u64>` map. Each entry asserts the manifest's current latest non-tombstoned version for that table is exactly what the caller observed; mismatches surface as `OmniError::Manifest` with `ManifestConflictDetails::ExpectedVersionMismatch { table_key, expected, actual }`. Empty map preserves the legacy "best-effort publish" semantics. The publisher uses `conflict_retries(0)` against Lance and owns retry itself (`PUBLISHER_RETRY_BUDGET = 5`), re-running the pre-check on each iteration so concurrent advances surface as `ExpectedVersionMismatch` rather than being silently rebased through.
### Internal schema versioning (`db/manifest/migrations.rs`)
The on-disk shape of `__manifest` is reconciled with the binary via a single stamp + dispatcher. `INTERNAL_MANIFEST_SCHEMA_VERSION` declares the shape this binary writes; the on-disk stamp `omnigraph:internal_schema_version` lives in the manifest dataset's schema-level metadata (Lance `update_schema_metadata`).
- **`init_manifest_graph`** stamps the current version at creation, so newly initialized graphs never need migration.
- **Publisher open-for-write path** (`load_publish_state`) calls `migrate_internal_schema(&mut dataset)` before reading state. When the on-disk stamp matches the binary, this is a single metadata read with no writes; otherwise the dispatcher walks `match`-arm steps forward (1→2, 2→3, …) until the stamp matches, then proceeds with the publish. Reads stay side-effect-free.
- **Forward-version protection**: a stamp *higher* than the binary's known version triggers a clear "upgrade omnigraph first" error. An old binary cannot clobber a newer schema by silently treating "unknown stamp" as "missing stamp".
- **Idempotency**: each migration step is safe to re-run. A crash between two metadata updates inside a single step leaves the partial state; the next open re-runs the step and the second update lands. The dispatcher itself is a cheap stamp-read on the steady-state path.
Adding a new on-disk shape change is one constant bump (`INTERNAL_MANIFEST_SCHEMA_VERSION`), one match arm in `migrate_internal_schema`, and one test. No code outside this module branches on the stamp.
| Stamp | Shape change |
|---|---|
| v1 (implicit, pre-stamp) | `__manifest.object_id` had no PK annotation; publisher had no row-level CAS protection. |
| v2 | `__manifest.object_id` carries `lance-schema:unenforced-primary-key=true`; row-level CAS engaged. Stamped as `omnigraph:internal_schema_version=2`. |
| v3 | One-time sweep of legacy `__run__*` staging branches (pre-v0.4.0 Run state machine, removed MR-771) off `__manifest`. Runs at `Omnigraph::open(ReadWrite)` and on publish. Stamped as `omnigraph:internal_schema_version=3`. |
## On-disk layout
A graph on disk is a directory tree of Lance datasets. Each dataset follows the standard Lance layout (`_versions/`, `data/`, `_indices/`, `_refs/`); OmniGraph adds the multi-dataset coordination by keeping `__manifest/` alongside the per-type datasets.
```mermaid
flowchart TB
classDef l1 fill:#fef3e8,stroke:#c46900,color:#000
classDef l2 fill:#e8f4fd,stroke:#1e6aa8,color:#000
graph["graph URI<br/>file:// or s3://bucket/prefix"]:::l2
manifest["__manifest/<br/>L2 catalog of sub-tables"]:::l2
nodes["nodes/{fnv1a64-hex}/<br/>one dataset per node type"]:::l2
edges["edges/{fnv1a64-hex}/<br/>one dataset per edge type"]:::l2
cgraph["_graph_commits.lance/<br/>_graph_commit_actors.lance/<br/>_graph_commit_recoveries.lance/"]:::l2
recovery["__recovery/{ulid}.json<br/>recovery sidecars (transient)"]:::l2
refs["_refs/branches/{name}.json<br/>graph-level branches"]:::l2
graph --> manifest
graph --> nodes
graph --> edges
graph --> cgraph
graph --> recovery
graph --> refs
subgraph dataset[Inside each Lance dataset — L1]
ds_v["_versions/{n}.manifest<br/>per-dataset versions"]:::l1
ds_data["data/<br/>fragment files (Arrow IPC)"]:::l1
ds_idx["_indices/{uuid}/<br/>BTREE · Inverted FTS · IVF/HNSW"]:::l1
ds_refs["_refs/<br/>per-dataset Lance branches/tags"]:::l1
ds_tx["_transactions/<br/>commit transaction logs"]:::l1
end
nodes -.-> dataset
edges -.-> dataset
manifest -.-> dataset
```
**What's where:**
- **Graph root** is one directory (or S3 prefix). Everything below is part of one OmniGraph graph.
- **`__manifest/`** is a Lance dataset whose rows describe which sub-table version is published at which graph-branch. Reading a snapshot starts here.
- **`nodes/`** and **`edges/`** are sibling directories holding one Lance dataset per declared type. Names are `fnv1a64-hex` of the type name to keep paths fixed-length and case-safe.
- **`_graph_commits.lance`** is an L2 dataset that records the graph-level commit DAG, with a paired `_graph_commit_actors.lance` for the actor map. (Pre-v0.4.0 graphs also have inert `_graph_runs.lance` / `_graph_run_actors.lance` from the removed Run state machine; the v2→v3 migration sweeps their stale `__run__*` branches, and the dataset bytes are reclaimed once `delete_prefix` lands.)
- **`_graph_commit_recoveries.lance`** — one row per recovery sweep action. Joined to `_graph_commits.lance` by `graph_commit_id`; the linked commit row carries `actor_id=omnigraph:recovery`. Operators correlate recoveries with the original mutations they rolled forward / back via this join. See `crates/omnigraph/src/db/recovery_audit.rs`.
- **`__recovery/{ulid}.json`** — transient sidecar files written by the five migrated writers (`MutationStaging::finalize`, `schema_apply`, `branch_merge`, `ensure_indices`, `optimize_all_tables`) before Phase B begins, deleted after Phase C succeeds. A sidecar persisting after process exit means the writer crashed in the Phase B → Phase C window; the next `Omnigraph::open` recovery sweep processes it. Steady-state directory is empty. See `crates/omnigraph/src/db/manifest/recovery.rs`.
- **`_refs/branches/{name}.json`** is graph-level branch metadata — pointers from a branch name to the manifest version it heads.
- **Inside each Lance dataset** (orange): the standard Lance directory layout. `_versions/{n}.manifest` records every commit; `data/` holds the actual Arrow fragments; `_indices/{uuid}/` holds index segments with their own `fragment_bitmap` for partial coverage; `_refs/` holds Lance-native per-dataset branches and tags.
The split — L2 owns the cross-dataset catalog; L1 owns the per-dataset internals — means that schema work (which adds or removes datasets) updates `__manifest`, while data work (which adds fragments) updates `_versions/` inside the affected dataset and then bumps `__manifest`.
## URI scheme support (`storage.rs`)
| Scheme | Backend | Notes |
|---|---|---|
| local path / `file://` | `LocalStorageAdapter` (tokio) | Normalized to absolute paths |
| `s3://bucket/prefix` | `S3StorageAdapter` (object_store) | Honors `AWS_ENDPOINT_URL_S3`, `AWS_ALLOW_HTTP`, `AWS_S3_FORCE_PATH_STYLE` |
| `http(s)://host:port` | HTTP client to `omnigraph-server` | Used by CLI as a target, not a storage backend |
## Object-store env vars (S3-compatible)
- `AWS_REGION`, `AWS_ACCESS_KEY_ID`, `AWS_SECRET_ACCESS_KEY`, `AWS_SESSION_TOKEN`
- `AWS_ENDPOINT_URL`, `AWS_ENDPOINT_URL_S3` — for MinIO / RustFS / GCS-via-XML
- `AWS_S3_FORCE_PATH_STYLE=true` — path-style URLs
- `AWS_ALLOW_HTTP=true` — allow plain HTTP (local dev)