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uni_store/fork/
scope.rs

1// SPDX-License-Identifier: Apache-2.0
2// Copyright 2024-2026 Dragonscale Team
3
4//! `ForkScope` — read-only state shared by every component of a forked
5//! session.
6//!
7//! A `ForkScope` is owned by a forked `Session`'s `UniInner` and carries
8//! everything `StorageManager` and `SchemaManager` need to resolve fork-
9//! aware reads:
10//!
11//! - `fork_info` — registry record, including the dataset → branch map
12//!   used to route Lance reads through the fork's branches.
13//! - `overlay` — `SchemaDelta` merged on top of primary's schema by
14//!   `UniInner::at_fork` at construction time.
15//! - `registry` — back-reference for liveness queries; holders are
16//!   tracked here so drop refuses while sessions are alive.
17//! - `_holder` — RAII guard that decrements the holder count when the
18//!   scope is dropped.
19//!
20//! `fork_info` is wrapped in plain `Arc` (no fork-side mutation today
21//! — datasets only grow through `register_dynamic_branch` which goes
22//! through the registry, not through `fork_info`). `overlay` is wrapped
23//! in `ArcSwap` so fork-local strict-schema additions can be applied
24//! atomically without rebuilding the scope.
25
26// Rust guideline compliant
27
28use std::sync::Arc;
29
30use anyhow::Context;
31use arc_swap::ArcSwap;
32use dashmap::DashMap;
33use tokio::sync::Mutex as AsyncMutex;
34use uni_common::core::fork::{ForkId, ForkInfo, SchemaDelta};
35use uni_common::core::schema::{EdgeTypeMeta, LabelMeta};
36
37use super::registry::{ForkHolderGuard, ForkRegistryHandle};
38
39/// Phase 5a: tag for the fork-local index registry on `ForkScope`.
40/// Phase 5b extends with `Vector` and `FullText` for lossy fusion.
41///
42/// `#[non_exhaustive]` so additional kinds (e.g. inverted-set,
43/// JSON path) can land additively without breaking match sites.
44#[derive(Clone, Copy, Debug, Eq, PartialEq, Hash)]
45#[non_exhaustive]
46pub enum ForkLocalIndexKind {
47    /// Scalar BTree on a property — union fusion (Phase 5a-impl).
48    ScalarBtree,
49    /// Sorted on a property (range / ORDER BY) — k-way merge fusion (Phase 5a-impl).
50    Sorted,
51    /// VID/UID lookup index — fork-first fusion (Phase 5a-impl).
52    VidUid,
53    /// Vector (IVF/HNSW) index — top-k merge + rerank fusion (Phase 5b).
54    Vector,
55    /// Lance native FTS / inverted index — RRF fusion (Phase 5b).
56    FullText,
57}
58
59/// Read-only scope identifying a forked session.
60///
61/// Constructed by `Session::fork(name).build()` (Day 7) via
62/// [`ForkScope::new`]. Once built, both `fork_info` and `overlay` are
63/// immutable for the scope's lifetime — Phase 1 forks are read-only.
64pub struct ForkScope {
65    fork_id: ForkId,
66    fork_info: Arc<ForkInfo>,
67    /// Schema additions on top of primary's schema. Mutable so that
68    /// `Session::fork_schema()` can introduce fork-local labels and
69    /// edge types without touching primary's `catalog/schema.json`.
70    /// `ArcSwap` makes reads cheap and atomic; the `overlay_lock`
71    /// below serializes the read-modify-write on the persistence side.
72    overlay: Arc<ArcSwap<SchemaDelta>>,
73    /// Serializes overlay updates *within a single fork* so two
74    /// concurrent `add_label_to_overlay` calls don't clobber each
75    /// other's persisted state. Held across the registry PUT and the
76    /// `ArcSwap::store`. Cross-fork updates remain parallel.
77    overlay_lock: Arc<AsyncMutex<()>>,
78    registry: Arc<ForkRegistryHandle>,
79    /// Branches created after fork construction, e.g. by
80    /// [`crate::backend::BranchedBackend`] when the fork's writer
81    /// flushes to a label whose dataset wasn't branched at fork-point.
82    /// Consulted alongside `fork_info.datasets` by [`Self::branch_for`]
83    /// so reads on the same session see writes through the same
84    /// branch that produced them. Persisted out-of-band via
85    /// [`ForkRegistryHandle::register_dataset_branch`] so a restart
86    /// recovers the same mapping.
87    dynamic_branches: Arc<DashMap<String, String>>,
88    /// Phase 5a: per-table row count contributed by this fork's
89    /// writes. Bumped by `BranchedBackend` after each successful
90    /// flush. Read by `IndexRebuildManager` to decide whether to
91    /// schedule a fork-local index build for the table. In-memory
92    /// only — a process restart resets the counter, so the trigger
93    /// re-fires on the next flush. The on-disk row count is the
94    /// ground truth; this counter is only a flush-time accumulator.
95    fragment_counts: Arc<DashMap<String, u64>>,
96    /// Phase 5a: registry of completed fork-local index builds.
97    /// Keyed on `(label, column)`; value is the index kind that was
98    /// built. Read by the planner's `fork_index_exists` check to
99    /// decide whether to emit `FusedIndexScan`. Written by the
100    /// `IndexRebuildManager` after a fork-local build completes.
101    /// In-memory only — a restart re-detects existing fork-local
102    /// indexes by listing the fork's branch directory once at
103    /// `Uni::open` time (Phase 5a uses lazy first-touch detection;
104    /// see `repopulate_indexes_from_disk`).
105    fork_local_indexes: Arc<DashMap<(String, String), ForkLocalIndexKind>>,
106    /// RAII guard. Lifetime-tied to this `ForkScope`. Cloning the
107    /// containing `Arc<ForkScope>` does *not* increment the holder
108    /// count — only the constructor does, via `register_holder`.
109    _holder: ForkHolderGuard,
110}
111
112impl std::fmt::Debug for ForkScope {
113    fn fmt(&self, f: &mut std::fmt::Formatter<'_>) -> std::fmt::Result {
114        f.debug_struct("ForkScope")
115            .field("fork_id", &self.fork_id)
116            .field("fork_name", &self.fork_info.name)
117            .finish_non_exhaustive()
118    }
119}
120
121impl ForkScope {
122    /// Build a new fork scope, registering a holder on `registry`.
123    ///
124    /// `fork_info` must already be in `Active` status; callers should
125    /// have walked the registry's open-or-create flow before invoking.
126    /// `overlay` is the schema delta loaded from
127    /// `catalog/fork_schemas/{fork_id}.json`.
128    #[must_use]
129    pub fn new(
130        fork_info: Arc<ForkInfo>,
131        overlay: SchemaDelta,
132        registry: Arc<ForkRegistryHandle>,
133    ) -> Self {
134        let holder = registry.register_holder(fork_info.id);
135        Self {
136            fork_id: fork_info.id,
137            fork_info,
138            overlay: Arc::new(ArcSwap::from_pointee(overlay)),
139            overlay_lock: Arc::new(AsyncMutex::new(())),
140            registry,
141            dynamic_branches: Arc::new(DashMap::new()),
142            fragment_counts: Arc::new(DashMap::new()),
143            fork_local_indexes: Arc::new(DashMap::new()),
144            _holder: holder,
145        }
146    }
147
148    /// Phase 5a: record `rows_added` rows newly written through this
149    /// fork to `table_name`. Idempotent under repeated calls — the
150    /// counter is monotonically increasing within a process lifetime.
151    pub fn record_fork_fragment(&self, table_name: &str, rows_added: u64) {
152        if rows_added == 0 {
153            return;
154        }
155        self.fragment_counts
156            .entry(table_name.to_string())
157            .and_modify(|c| *c += rows_added)
158            .or_insert(rows_added);
159    }
160
161    /// Phase 5a: current accumulated row count for `table_name` on
162    /// this fork. Returns 0 if the fork has never written to it.
163    #[must_use]
164    pub fn fragment_count(&self, table_name: &str) -> u64 {
165        self.fragment_counts
166            .get(table_name)
167            .map(|r| *r.value())
168            .unwrap_or(0)
169    }
170
171    /// Phase 5a: snapshot of every (table, count) pair recorded on
172    /// this fork. Used by `IndexRebuildManager` to enumerate build
173    /// candidates each polling tick.
174    #[must_use]
175    pub fn all_fragment_counts(&self) -> Vec<(String, u64)> {
176        self.fragment_counts
177            .iter()
178            .map(|r| (r.key().clone(), *r.value()))
179            .collect()
180    }
181
182    /// Phase 5a: register a completed fork-local index build.
183    /// Called by `IndexRebuildManager` after the build lands on
184    /// the fork's branch.
185    pub fn register_fork_local_index(&self, label: &str, column: &str, kind: ForkLocalIndexKind) {
186        self.fork_local_indexes
187            .insert((label.to_string(), column.to_string()), kind);
188    }
189
190    /// Phase 5a: lookup the fork-local index kind for a `(label,
191    /// column)` pair, if one has been built. Returns `None` when
192    /// the planner should fall back to the inherited primary index
193    /// (or to a plain scan).
194    #[must_use]
195    pub fn fork_local_index(&self, label: &str, column: &str) -> Option<ForkLocalIndexKind> {
196        self.fork_local_indexes
197            .get(&(label.to_string(), column.to_string()))
198            .map(|r| *r.value())
199    }
200
201    /// Phase 5a: snapshot of every registered fork-local index.
202    #[must_use]
203    pub fn all_fork_local_indexes(&self) -> Vec<((String, String), ForkLocalIndexKind)> {
204        self.fork_local_indexes
205            .iter()
206            .map(|r| (r.key().clone(), *r.value()))
207            .collect()
208    }
209
210    /// Stable fork identifier.
211    #[must_use]
212    pub fn fork_id(&self) -> ForkId {
213        self.fork_id
214    }
215
216    /// Fork registry record (cheap `Arc::clone`).
217    #[must_use]
218    pub fn fork_info(&self) -> Arc<ForkInfo> {
219        self.fork_info.clone()
220    }
221
222    /// Parent fork id (Phase 3). `None` ⇒ parent is primary.
223    ///
224    /// Used by `UniInner::at_fork` to walk the ancestor chain for
225    /// overlay composition, and by `BranchedBackend` to route
226    /// on-the-fly dataset creation through the parent's branch.
227    #[must_use]
228    pub fn parent_fork_id(&self) -> Option<ForkId> {
229        self.fork_info.parent_fork_id
230    }
231
232    /// Schema delta to merge on top of primary's schema. Returns a
233    /// snapshot of the current overlay; subsequent
234    /// [`Self::add_label_to_overlay`] calls will not affect the
235    /// returned `Arc`.
236    #[must_use]
237    pub fn overlay(&self) -> Arc<SchemaDelta> {
238        self.overlay.load_full()
239    }
240
241    /// Branch name for a given Lance dataset, if this fork has one.
242    ///
243    /// Used by `StorageManager` dataset factories to route reads.
244    /// Consults both the immutable fork-point datasets map (set by
245    /// `finish_create`) and the dynamic-branches map (populated by
246    /// [`Self::register_dynamic_branch`] when a flush hits a dataset
247    /// that wasn't branched at fork-point). Returns `None` only if no
248    /// branch exists on either side — the BranchedBackend then either
249    /// creates one on the fly or surfaces an error.
250    #[must_use]
251    pub fn branch_for(&self, dataset_name: &str) -> Option<String> {
252        if let Some(b) = self.fork_info.datasets.get(dataset_name) {
253            return Some(b.clone());
254        }
255        self.dynamic_branches
256            .get(dataset_name)
257            .map(|r| r.value().clone())
258    }
259
260    /// Record a branch created after fork-point (e.g. for a dataset
261    /// that didn't exist on primary at fork creation, or for
262    /// compaction-only adjacency tables).
263    ///
264    /// In-memory only; the caller is responsible for persisting via
265    /// [`ForkRegistryHandle::register_dataset_branch`] so a restart
266    /// recovers the same mapping. Idempotent — re-registering an
267    /// existing entry is a no-op.
268    pub fn register_dynamic_branch(&self, dataset: String, branch: String) {
269        self.dynamic_branches.insert(dataset, branch);
270    }
271
272    /// Append a label to the fork-local schema overlay and persist
273    /// the new overlay to disk.
274    ///
275    /// Idempotent: if a label with the same name is already in the
276    /// overlay (or in primary's schema, accessible to the caller via
277    /// the merged `SchemaManager` not consulted here), the append
278    /// still records this entry — callers should check for duplicates
279    /// before invoking. The persistence-then-swap order means a
280    /// failed PUT leaves the in-memory `ArcSwap` untouched and the
281    /// returned error surfaces to the caller.
282    ///
283    /// Concurrency: serialized within a single fork by `overlay_lock`
284    /// so two concurrent appends don't clobber each other's
285    /// persisted state.
286    pub async fn add_label_to_overlay(&self, name: String, meta: LabelMeta) -> anyhow::Result<()> {
287        let _guard = self.overlay_lock.lock().await;
288        let mut next = (**self.overlay.load()).clone();
289        next.added_labels.push((name, meta));
290        self.registry
291            .update_schema_overlay(&self.fork_id, &next)
292            .await
293            .with_context(|| format!("persist schema overlay for fork {}", self.fork_id))?;
294        self.overlay.store(Arc::new(next));
295        Ok(())
296    }
297
298    /// Append an edge type to the fork-local schema overlay and
299    /// persist. Same semantics as [`Self::add_label_to_overlay`].
300    pub async fn add_edge_type_to_overlay(
301        &self,
302        name: String,
303        meta: EdgeTypeMeta,
304    ) -> anyhow::Result<()> {
305        let _guard = self.overlay_lock.lock().await;
306        let mut next = (**self.overlay.load()).clone();
307        next.added_edge_types.push((name, meta));
308        self.registry
309            .update_schema_overlay(&self.fork_id, &next)
310            .await
311            .with_context(|| format!("persist schema overlay for fork {}", self.fork_id))?;
312        self.overlay.store(Arc::new(next));
313        Ok(())
314    }
315
316    /// Registry handle (used by admin paths to e.g. compute holder counts).
317    #[must_use]
318    pub fn registry(&self) -> Arc<ForkRegistryHandle> {
319        self.registry.clone()
320    }
321}