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lakehouse/docs/PHASES.md
root dbe00d018f Federation foundation + HNSW trial system + Postgres streaming + PRD reframe 
Four shipped features and a PRD realignment, all measured end-to-end:

HNSW trial system (Phase 15 horizon item → complete)
- vectord: EmbeddingCache, harness (eval sets + brute-force ground truth),
  TrialJournal, parameterized HnswConfig on build_index_with_config
- /vectors/hnsw/trial, /hnsw/trials/{idx}, /hnsw/trials/{idx}/best,
  /hnsw/evals/{name}/autogen, /hnsw/cache/stats
- Measured on resumes_100k_v2 (100K × 768d): brute-force 44ms -> HNSW 873us
  at 100% recall@10. ec=80 es=30 locked as HnswConfig::default()
- Lower ec values trade recall for build time: 20/30 = 0.96 recall in 8s,
  80/30 = 1.00 recall in 230s

Catalog manifest repair
- catalogd: resync_from_parquet reads parquet footers to restore row_count
  and columns on drifted manifests
- POST /catalog/datasets/{name}/resync + POST /catalog/resync-missing
- All 7 staffing tables recovered to PRD-matching 2,469,278 rows

Federation foundation (ADR-017)
- shared::secrets: SecretsProvider trait + FileSecretsProvider (reads
  /etc/lakehouse/secrets.toml, enforces 0600 perms)
- storaged::registry::BucketRegistry — multi-bucket resolution with
  rescue_bucket read fallback and reachability probing
- storaged::error_journal — bucket op failures visible in one HTTP call
- storaged::append_log — write-once batched append pattern (fixes the RMW
  anti-pattern llms3.com calls out; errors and trial journals both use it)
- /storage/buckets, /storage/errors, /storage/bucket-health,
  /storage/errors/{flush,compact}
- Bucket-aware I/O at /storage/buckets/{bucket}/objects/{*key} with
  X-Lakehouse-Rescue-Used observability headers on fallback

Postgres streaming ingest
- ingestd::pg_stream: DSN parser, batched ORDER BY + LIMIT/OFFSET pagination
  into ArrowWriter, lineage redacts password
- POST /ingest/db — verified against live knowledge_base.team_runs
  (586 rows × 13 cols, 6 batches, 196ms end-to-end)

PRD realignment (2026-04-16)
- Dual use case: staffing analytics + local LLM knowledge substrate
- Removed "multi-tenancy (single-owner system)" from non-goals
- Added invariants 8-11: indexes hot-swappable, per-reader profiles,
  trials-as-data, operational failures findable in one HTTP call
- New phases 16 (hot-swap generations), 17 (model profiles + dataset
  bindings), 18 (Lance vs Parquet+sidecar evaluation)
- Known ceilings table documents the 5M vector wall and escape hatches
- ADR-017 (federation), ADR-018 (append-log pattern) added
- EXECUTION_PLAN.md sequences phases B-E with success gates and
  decision rules

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-16 01:50:05 -05:00

8.2 KiB
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Phase Tracker

Phase 0: Bootstrap ✅

  • Cargo workspace with all crate stubs compiling
  • shared crate: error types, ObjectRef, DatasetId
  • gateway with Axum: GET /health → 200
  • tracing + tracing-subscriber wired in gateway
  • justfile with build, test, run recipes
  • docs committed to git

Phase 1: Storage + Catalog ✅

  • storaged: object_store backend init (LocalFileSystem)
  • storaged: Axum endpoints (PUT/GET/DELETE/LIST)
  • shared/arrow_helpers.rs: RecordBatch ↔ Parquet + schema fingerprinting
  • catalogd/registry.rs: in-memory index + manifest persistence
  • catalogd service: POST/GET /datasets + by-name
  • gateway routes wired

Phase 2: Query Engine ✅

  • queryd: SessionContext + object_store config
  • queryd: ListingTable from catalog ObjectRefs
  • queryd service: POST /query/sql → JSON
  • queryd → catalogd wiring
  • gateway routes /query

Phase 3: AI Integration ✅

  • Python sidecar: FastAPI + Ollama (embed/generate/rerank)
  • Dockerfile for sidecar
  • aibridge/client.rs: HTTP client
  • aibridge service: Axum proxy endpoints
  • Model config via env vars

Phase 4: Frontend ✅

  • Dioxus scaffold, WASM build
  • Ask tab: natural language → AI SQL → results
  • Explore tab: dataset browser + AI summary
  • SQL tab: raw DataFusion editor
  • System tab: health checks for all services

Phase 5: Hardening ✅

  • Proto definitions (lakehouse.proto)
  • Internal gRPC: CatalogService on :3101
  • OpenTelemetry tracing: stdout exporter
  • Auth middleware: X-API-Key (toggleable)
  • Config-driven startup: lakehouse.toml

Phase 6: Ingest Pipeline ✅

  • CSV ingest with auto schema detection
  • JSON ingest (array + newline-delimited, nested flattening)
  • PDF text extraction (lopdf)
  • Text/SMS file ingest
  • Content hash dedup (SHA-256)
  • POST /ingest/file multipart upload
  • 12 unit tests

Phase 7: Vector Index + RAG ✅

  • chunker: configurable size + overlap, sentence-boundary aware
  • store: embeddings as Parquet (binary f32 vectors)
  • search: brute-force cosine similarity
  • rag: embed → search → retrieve → LLM answer with citations
  • POST /vectors/index, /search, /rag
  • Background job system with progress tracking
  • Dual-pipeline supervisor with checkpointing + retry
  • 100K embeddings: 177/sec on A4000, zero failures
  • 6 unit tests

Phase 8: Hot Cache + Incremental Updates ✅

  • MemTable hot cache: LRU, configurable max (16GB)
  • POST /query/cache/pin, /cache/evict, GET /cache/stats
  • Delta store: append-only delta Parquet files
  • Merge-on-read: queries combine base + deltas
  • Compaction: POST /query/compact
  • Benchmarked: 9.8x speedup (1M rows: 942ms → 96ms)

Phase 8.5: Agent Workspaces ✅

  • WorkspaceManager with daily/weekly/monthly/pinned tiers
  • Saved searches, shortlists, activity logs per workspace
  • Instant zero-copy handoff between agents
  • Persistence to object storage, rebuild on startup

Phase 9: Event Journal ✅

  • journald crate: append-only mutation log
  • Event schema: entity, field, old/new value, actor, source, workspace
  • In-memory buffer with auto-flush to Parquet
  • GET /journal/history/{entity_id}, /recent, /stats
  • POST /journal/event, /update, /flush

Phase 10: Rich Catalog v2 ✅

  • DatasetManifest: description, owner, sensitivity, columns, lineage, freshness, tags
  • PII auto-detection: email, phone, SSN, salary, address, medical
  • Column-level metadata with sensitivity flags
  • Lineage tracking: source_system → ingest_job → dataset
  • PATCH /catalog/datasets/by-name/{name}/metadata
  • Backward compatible (serde default)

Phase 11: Embedding Versioning ✅

  • IndexRegistry: model_name, model_version, dimensions per index
  • Index metadata persisted as JSON, rebuilt on startup
  • GET /vectors/indexes — list all (filter by source/model)
  • GET /vectors/indexes/{name} — metadata
  • Background jobs auto-register metadata on completion

Phase 12: Tool Registry ✅

  • 6 built-in staffing tools (search_candidates, get_candidate, revenue_by_client, recruiter_performance, cold_leads, open_jobs)
  • Parameter validation + SQL template substitution
  • Permission levels: read / write / admin
  • Full audit trail per invocation
  • GET /tools, GET /tools/{name}, POST /tools/{name}/call, GET /tools/audit

Phase 13: Security & Access Control ✅

  • Role-based access: admin, recruiter, analyst, agent
  • Field-level sensitivity enforcement
  • Column masking determination per agent
  • Query audit logging
  • GET/POST /access/roles, GET /access/audit, POST /access/check

Phase 14: Schema Evolution ✅

  • Schema diff detection (added, removed, type changed, renamed)
  • Fuzzy rename detection (shared word parts)
  • Auto-generated migration rules with confidence scores
  • AI migration prompt builder for complex cases
  • 5 unit tests

Phase 15+: Horizon

  • HNSW vector index with iteration-friendly trial system (2026-04-16)
    • HnswStore.build_index_with_config — parameterized ef_construction, ef_search, seed
    • EmbeddingCache — pins 100K vectors in memory, shared across trials
    • harness::EvalSet — named query sets with brute-force ground truth
    • TrialJournal — append-only JSONL at _hnsw_trials/{index}.jsonl
    • Endpoints: /vectors/hnsw/trial, /hnsw/trials/{idx}, /hnsw/trials/{idx}/best?metric={recall|latency|pareto}, /hnsw/evals, /hnsw/evals/{name}/autogen, /hnsw/cache/stats
    • Measured on 100K resumes: brute-force 44-54ms → HNSW 509us-1830us, recall 0.92-1.00 depending on ef_construction. Sweet spot: ec=80 es=30 → p50=873us recall=1.00 — locked in as HnswConfig::default()
  • Catalog manifest repair — POST /catalog/resync-missing restores row_count and columns from parquet footers (2026-04-16). All 7 staffing tables recovered to PRD-matching 2.47M rows.
  • [~] Federated multi-bucket query — foundation complete 2026-04-16, see ADR-017
    • StorageConfig.buckets + rescue_bucket + profile_root config shape
    • SecretsProvider trait + FileSecretsProvider (reads /etc/lakehouse/secrets.toml, checks 0600 perms)
    • storaged::BucketRegistry — multi-backend, rescue-aware, reachability probes
    • storaged::error_journal::ErrorJournal — append-only JSONL at primary://_errors/bucket_errors.jsonl
    • Endpoints: GET /storage/buckets, GET /storage/errors, GET /storage/bucket-health
    • Bucket-aware I/O: PUT/GET /storage/buckets/{bucket}/objects/{*key} with rescue fallback + X-Lakehouse-Rescue-Used observability headers
    • Backward compat: empty [[storage.buckets]] synthesizes a primary from legacy root
    • Three-bucket test (primary + rescue + testing) verified: normal reads, rescue fallback with headers, hard-fail missing, write to unknown bucket 503, error journal + health summary
    • X-Lakehouse-Bucket header middleware on ingest/query/catalog endpoints
    • Catalog migration: set bucket = "primary" on every legacy ObjectRef
    • queryd registers every bucket with DataFusion for cross-bucket SQL
    • Profile hot-load endpoints: POST /profile/{user}/activate|deactivate
    • vectord bucket-scoped paths (trial journals, eval sets per-bucket)
  • Database connector ingest (Postgres first) — 2026-04-16
    • pg_stream::stream_table_to_parquet — ORDER BY + LIMIT/OFFSET pagination, configurable batch_size
    • parse_dsn — postgresql:// and postgres:// URL scheme, user/password/host/port/db
    • POST /ingest/db endpoint: {dsn, table, dataset_name?, batch_size?, order_by?, limit?} → streams to Parquet, registers in catalog with PII detection + redacted-password lineage
    • Existing POST /ingest/postgres/import (structured config) preserved alongside
    • 4 DSN-parser unit tests + live end-to-end test against knowledge_base.team_runs (586 rows, 13 cols, 6 batches, 196ms)
  • Database connector ingest (Postgres/MySQL)
  • PDF OCR (Tesseract)
  • Scheduled ingest (cron)
  • Fine-tuned domain models
  • Multi-node query distribution

30 unit tests | 11 crates | 16 ADRs | 2.47M rows | 100K vectors | All built 2026-03-27 HNSW trial system: 2026-04-16