Phase 10: Rich catalog v2 — metadata as product

- DatasetManifest expanded: description, owner, sensitivity, columns,
  lineage, freshness contract, tags, row_count
- All new fields use #[serde(default)] for backward compatibility
- PII auto-detection: scans column names for email, phone, SSN, salary,
  address, DOB, medical terms — flags as PII/PHI/Financial
- Column-level metadata: name, type, sensitivity, is_pii flag
- Lineage tracking: source_system, source_file, ingest_job, timestamp
- Ingest pipeline auto-populates: PII scan, column meta, lineage, row count
- PATCH /catalog/datasets/by-name/{name}/metadata — update metadata
- Catalog responses now include all rich fields
- 25 unit tests passing (5 new PII detection tests)

Per ADR-013: datasets without metadata become mystery files.
This makes every ingested file self-describing from day one.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
root 2026-03-27 09:15:09 -05:00
parent bf7cf96911
commit 9e53caaec3
6 changed files with 317 additions and 4 deletions

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@ -1,4 +1,7 @@
use shared::types::{DatasetId, DatasetManifest, ObjectRef, SchemaFingerprint};
use shared::types::{
DatasetId, DatasetManifest, ObjectRef, SchemaFingerprint,
ColumnMeta, Lineage, FreshnessContract, Sensitivity,
};
use std::collections::HashMap;
use std::sync::Arc;
use tokio::sync::RwLock;
@ -6,6 +9,19 @@ use tokio::sync::RwLock;
use storaged::ops;
use object_store::ObjectStore;
/// Partial metadata update — only set fields are applied.
#[derive(Debug, Clone, Default, serde::Deserialize)]
pub struct MetadataUpdate {
pub description: Option<String>,
pub owner: Option<String>,
pub sensitivity: Option<Sensitivity>,
pub tags: Option<Vec<String>>,
pub columns: Option<Vec<ColumnMeta>>,
pub lineage: Option<Lineage>,
pub freshness: Option<FreshnessContract>,
pub row_count: Option<u64>,
}
const MANIFEST_PREFIX: &str = "_catalog/manifests";
/// In-memory dataset registry backed by manifest persistence in object storage.
@ -54,6 +70,14 @@ impl Registry {
objects,
created_at: now,
updated_at: now,
description: String::new(),
owner: String::new(),
sensitivity: None,
columns: vec![],
lineage: None,
freshness: None,
tags: vec![],
row_count: None,
};
// Write-ahead: persist before in-memory update
@ -68,6 +92,36 @@ impl Registry {
Ok(manifest)
}
/// Update metadata on an existing dataset (owner, description, tags, sensitivity, etc.)
pub async fn update_metadata(
&self,
name: &str,
updates: MetadataUpdate,
) -> Result<DatasetManifest, String> {
let mut datasets = self.datasets.write().await;
let manifest = datasets.values_mut()
.find(|d| d.name == name)
.ok_or_else(|| format!("dataset not found: {name}"))?;
if let Some(desc) = updates.description { manifest.description = desc; }
if let Some(owner) = updates.owner { manifest.owner = owner; }
if let Some(sens) = updates.sensitivity { manifest.sensitivity = Some(sens); }
if let Some(tags) = updates.tags { manifest.tags = tags; }
if let Some(cols) = updates.columns { manifest.columns = cols; }
if let Some(lineage) = updates.lineage { manifest.lineage = Some(lineage); }
if let Some(freshness) = updates.freshness { manifest.freshness = Some(freshness); }
if let Some(count) = updates.row_count { manifest.row_count = Some(count); }
manifest.updated_at = chrono::Utc::now();
// Persist
let manifest_key = format!("{MANIFEST_PREFIX}/{}.json", manifest.id);
let json = serde_json::to_vec_pretty(manifest).map_err(|e| e.to_string())?;
ops::put(&self.store, &manifest_key, json.into()).await?;
let result = manifest.clone();
Ok(result)
}
/// Get a dataset by ID.
pub async fn get(&self, id: &DatasetId) -> Option<DatasetManifest> {
let datasets = self.datasets.read().await;

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@ -18,6 +18,7 @@ pub fn router(registry: Registry) -> Router {
.route("/datasets", get(list_datasets))
.route("/datasets/{id}", get(get_dataset))
.route("/datasets/by-name/{name}", get(get_dataset_by_name))
.route("/datasets/by-name/{name}/metadata", post(update_metadata))
.with_state(registry)
}
@ -47,6 +48,15 @@ struct DatasetResponse {
objects: Vec<ObjectRefResponse>,
created_at: String,
updated_at: String,
// Rich metadata
description: String,
owner: String,
sensitivity: Option<shared::types::Sensitivity>,
columns: Vec<shared::types::ColumnMeta>,
lineage: Option<shared::types::Lineage>,
freshness: Option<shared::types::FreshnessContract>,
tags: Vec<String>,
row_count: Option<u64>,
}
#[derive(Serialize)]
@ -71,6 +81,14 @@ impl From<&shared::types::DatasetManifest> for DatasetResponse {
}).collect(),
created_at: m.created_at.to_rfc3339(),
updated_at: m.updated_at.to_rfc3339(),
description: m.description.clone(),
owner: m.owner.clone(),
sensitivity: m.sensitivity.clone(),
columns: m.columns.clone(),
lineage: m.lineage.clone(),
freshness: m.freshness.clone(),
tags: m.tags.clone(),
row_count: m.row_count,
}
}
}
@ -123,3 +141,14 @@ async fn get_dataset_by_name(
None => Err((StatusCode::NOT_FOUND, format!("dataset not found: {name}"))),
}
}
async fn update_metadata(
State(registry): State<Registry>,
Path(name): Path<String>,
Json(updates): Json<crate::registry::MetadataUpdate>,
) -> impl IntoResponse {
match registry.update_metadata(&name, updates).await {
Ok(manifest) => Ok(Json(DatasetResponse::from(&manifest))),
Err(e) => Err((StatusCode::INTERNAL_SERVER_ERROR, e)),
}
}

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@ -94,7 +94,7 @@ pub async fn ingest_file(
ops::put(store, &storage_key, parquet_bytes).await?;
tracing::info!("stored {} as {} ({} bytes)", filename, storage_key, parquet_size);
// 7. Register in catalog
// 7. Register in catalog with rich metadata
let schema_fp = fingerprint_schema(&schema);
let now = chrono::Utc::now();
let obj_ref = ObjectRef {
@ -104,13 +104,49 @@ pub async fn ingest_file(
created_at: now,
};
// Use content hash as fingerprint for dedup tracking
// Register base dataset
registry.register(
safe_name.clone(),
SchemaFingerprint(hash.clone()),
vec![obj_ref],
).await?;
// Auto-populate metadata: PII detection, column info, lineage, row count
let col_names: Vec<&str> = schema.fields().iter().map(|f| f.name().as_str()).collect();
let dataset_sensitivity = shared::pii::detect_dataset_sensitivity(&col_names);
let column_meta: Vec<shared::types::ColumnMeta> = schema.fields().iter().map(|f| {
let sens = shared::pii::detect_sensitivity(f.name());
shared::types::ColumnMeta {
name: f.name().clone(),
data_type: f.data_type().to_string(),
sensitivity: sens.clone(),
description: String::new(),
is_pii: matches!(sens, Some(shared::types::Sensitivity::Pii)),
}
}).collect();
let lineage = shared::types::Lineage {
source_system: format!("{:?}", file_type).to_lowercase(),
source_file: filename.to_string(),
ingest_job: format!("ingest-{}", now.timestamp_millis()),
ingest_timestamp: now,
parent_datasets: vec![],
};
let pii_count = column_meta.iter().filter(|c| c.is_pii).count();
if pii_count > 0 {
tracing::info!("auto-detected {} PII columns in '{}'", pii_count, safe_name);
}
let _ = registry.update_metadata(&safe_name, catalogd::registry::MetadataUpdate {
sensitivity: dataset_sensitivity,
columns: Some(column_meta),
lineage: Some(lineage),
row_count: Some(total_rows as u64),
..Default::default()
}).await;
Ok(IngestResult {
dataset_name: safe_name,
file_type: format!("{:?}", file_type),

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@ -2,3 +2,4 @@ pub mod types;
pub mod errors;
pub mod arrow_helpers;
pub mod config;
pub mod pii;

116
crates/shared/src/pii.rs Normal file
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@ -0,0 +1,116 @@
/// Auto-detect PII columns by name patterns.
/// Conservative: flags likely PII, doesn't miss obvious cases.
use crate::types::Sensitivity;
/// Check if a column name suggests PII content.
pub fn detect_sensitivity(column_name: &str) -> Option<Sensitivity> {
let lower = column_name.to_lowercase();
// Direct PII identifiers
if matches!(lower.as_str(),
"ssn" | "social_security" | "social_security_number" |
"sin" | "national_id" | "passport" | "passport_number" |
"drivers_license" | "driver_license" | "dl_number"
) {
return Some(Sensitivity::Pii);
}
// Names
if lower.contains("first_name") || lower.contains("last_name") ||
lower.contains("full_name") || lower.contains("middle_name") ||
lower == "name" || lower == "fname" || lower == "lname" {
return Some(Sensitivity::Pii);
}
// Contact info
if lower.contains("email") || lower.contains("e_mail") ||
lower.contains("phone") || lower.contains("mobile") || lower.contains("cell") ||
lower.contains("fax") || lower == "tel" || lower == "telephone" {
return Some(Sensitivity::Pii);
}
// Address
if lower.contains("address") || lower.contains("street") ||
(lower.contains("zip") && !lower.contains("unzip")) ||
lower == "postal_code" || lower == "postcode" {
return Some(Sensitivity::Pii);
}
// Financial
if lower.contains("salary") || lower.contains("wage") ||
lower.contains("pay_rate") || lower.contains("bill_rate") ||
lower.contains("compensation") || lower.contains("revenue") ||
lower.contains("bank_account") || lower.contains("routing_number") ||
lower.contains("credit_card") {
return Some(Sensitivity::Financial);
}
// Health
if lower.contains("diagnosis") || lower.contains("medication") ||
lower.contains("medical") || lower.contains("health") ||
lower.contains("patient_id") || lower.contains("mrn") {
return Some(Sensitivity::Phi);
}
// Date of birth
if lower == "dob" || lower == "date_of_birth" || lower == "birthdate" || lower == "birth_date" {
return Some(Sensitivity::Pii);
}
None
}
/// Classify all columns and return the highest sensitivity found.
pub fn detect_dataset_sensitivity(column_names: &[&str]) -> Option<Sensitivity> {
let mut highest: Option<Sensitivity> = None;
for name in column_names {
if let Some(sens) = detect_sensitivity(name) {
highest = Some(match (&highest, &sens) {
(None, s) => s.clone(),
(Some(Sensitivity::Public), s) => s.clone(),
(Some(Sensitivity::Internal), s) if !matches!(s, Sensitivity::Public | Sensitivity::Internal) => s.clone(),
(Some(Sensitivity::Financial), Sensitivity::Pii | Sensitivity::Phi) => sens.clone(),
(Some(Sensitivity::Pii), Sensitivity::Phi) => Sensitivity::Phi,
(existing, _) => existing.clone().unwrap(),
});
}
}
highest
}
#[cfg(test)]
mod tests {
use super::*;
#[test]
fn detects_email_as_pii() {
assert_eq!(detect_sensitivity("email"), Some(Sensitivity::Pii));
assert_eq!(detect_sensitivity("contact_email"), Some(Sensitivity::Pii));
}
#[test]
fn detects_salary_as_financial() {
assert_eq!(detect_sensitivity("salary"), Some(Sensitivity::Financial));
assert_eq!(detect_sensitivity("bill_rate"), Some(Sensitivity::Financial));
}
#[test]
fn detects_ssn() {
assert_eq!(detect_sensitivity("ssn"), Some(Sensitivity::Pii));
}
#[test]
fn non_sensitive_returns_none() {
assert_eq!(detect_sensitivity("status"), None);
assert_eq!(detect_sensitivity("created_at"), None);
}
#[test]
fn dataset_sensitivity_picks_highest() {
let cols = vec!["id", "name", "email", "status"];
assert_eq!(detect_dataset_sensitivity(&cols), Some(Sensitivity::Pii));
}
}

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@ -30,7 +30,50 @@ pub struct ObjectRef {
#[derive(Debug, Clone, PartialEq, Eq, Hash, Serialize, Deserialize)]
pub struct SchemaFingerprint(pub String);
/// Dataset manifest — the catalog's view of a dataset.
/// Sensitivity classification for a field or dataset.
#[derive(Debug, Clone, PartialEq, Serialize, Deserialize)]
#[serde(rename_all = "lowercase")]
pub enum Sensitivity {
Public, // anyone can see
Internal, // employees only
Pii, // personally identifiable (name, email, phone, SSN)
Phi, // protected health info (HIPAA)
Financial, // compensation, billing, revenue
}
/// Column-level metadata.
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct ColumnMeta {
pub name: String,
pub data_type: String,
#[serde(default)]
pub sensitivity: Option<Sensitivity>,
#[serde(default)]
pub description: String,
#[serde(default)]
pub is_pii: bool,
}
/// Data lineage — where this dataset came from.
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct Lineage {
pub source_system: String, // "csv_upload", "mysql_import", "api_ingest"
pub source_file: String, // original filename or URI
pub ingest_job: String, // job ID that created this dataset
pub ingest_timestamp: chrono::DateTime<chrono::Utc>,
#[serde(default)]
pub parent_datasets: Vec<String>, // derived from these datasets
}
/// Freshness contract — how often this data should be updated.
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct FreshnessContract {
pub expected_frequency: String, // "daily", "weekly", "hourly", "manual"
pub stale_after_hours: u32, // alert if not updated within this many hours
}
/// Dataset manifest — the catalog's complete view of a dataset.
/// All new fields use #[serde(default)] for backward compatibility with existing manifests.
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct DatasetManifest {
pub id: DatasetId,
@ -39,4 +82,38 @@ pub struct DatasetManifest {
pub objects: Vec<ObjectRef>,
pub created_at: chrono::DateTime<chrono::Utc>,
pub updated_at: chrono::DateTime<chrono::Utc>,
// --- Rich metadata (Phase 10) ---
/// Human-readable description (auto-generated on ingest or manual)
#[serde(default)]
pub description: String,
/// Who owns this dataset
#[serde(default)]
pub owner: String,
/// Overall sensitivity classification
#[serde(default)]
pub sensitivity: Option<Sensitivity>,
/// Column-level metadata including sensitivity and descriptions
#[serde(default)]
pub columns: Vec<ColumnMeta>,
/// Where this data came from
#[serde(default)]
pub lineage: Option<Lineage>,
/// How fresh the data should be
#[serde(default)]
pub freshness: Option<FreshnessContract>,
/// Free-form tags for discovery
#[serde(default)]
pub tags: Vec<String>,
/// Row count (updated on ingest/compact)
#[serde(default)]
pub row_count: Option<u64>,
}