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refactor(core): migrate DatagenStore onto StorageBase - #217

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beinan merged 2 commits into
lance-format:mainfrom
beinan:datagen-store-base
Jul 28, 2026
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refactor(core): migrate DatagenStore onto StorageBase#217
beinan merged 2 commits into
lance-format:mainfrom
beinan:datagen-store-base

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@beinan beinan commented Jul 27, 2026

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Third and last store of #214 Part 1, after #215 and #216. All three fixed-schema stores now share one storage implementation.

Stacked on #216 — review that first; this diff is datagen_store.rs only.

Bugs this closes

Compaction, which this store had none of. Every WAL merge appends a fragment to the base table, and datagen seals once per checkpoint batch, so fragments grew without bound and scans degraded with them. There was no compact_files call anywhere in the file. Now compact / should_compact / compaction_stats, with defer_index_remap set — the fieldless MemWAL index panics Lance's inline remap.

Scalar index, which it also had none of. DatasetIndexExt was imported solely for load_indices in mem_wal_index_present. create_event_id_index now builds a ZoneMap on event_id; point lookups by event id previously always scanned.

load_with_options dropped storage options. It fell back to a bare Dataset::open whenever no options were passed, and never attached a session — so every flushed-generation read allocated Lance's 6 GiB default cache, keyed per generation URI.

Deleted duplication

merge_own_shard was a near-line-for-line copy of rollout's, and buffered every flushed generation fully in memory. Gone, along with merge_own_shard_if_ready, the writer lifecycle (write_with_resident_writer / put_seal_drain / ensure_write_writer), ensure_mem_wal, mem_wal_index_present, shard-snapshot discovery, flushed_generation_uri, open_flushed_dataset, load_with_options, create_with_options, the Drop impl, and a second copy of is_fenced_error.

Net -269 lines in this file.

Behavior preserved exactly

seal_on_put: true. Each append is one complete checkpoint batch that must be durable and readable before the writer moves on, so a crash cannot expose a partially checkpointed step. This is the store's existing putforce_seal_activewait_for_flush_drain behavior, unchanged.

key_column is event_id, not id. Event ids are derived deterministically (UUIDv5 over item/checkpoint/ordinal), which is what makes a retried append idempotent under LSM dedup. The base already took the key column as a parameter, so it needed no change to accommodate this.

Verification

New test compaction_folds_merged_fragments_and_preserves_reads pins behavior that could not exist before: fragments accumulate across merges, compaction reduces the count, and every event stays readable afterward.

  • 181 core lib tests pass (up from 180)
  • 182 Python tests pass
  • cargo clippy --workspace --all-targets clean

What's left in #214

Part 1 is done after this — all three stores share StorageBase. Part 2 (arbitrary user-defined schemas with a required id) builds on it: the base already validates key_column against the schema at open, which is the enforcement point that work needs.

🤖 Generated with Claude Code

beinan and others added 2 commits July 27, 2026 22:37
Second step of lance-format#214, after lance-format#215. `ContextStore` now delegates its storage
layer to `StorageBase` instead of carrying its own forked implementation.

Closes the gaps that made this store diverge from rollout:

- **WAL merge, which this store never had.** Flushed generations accumulated
  under `_mem_wal/` forever and every read unioned all of them, so read cost
  grew without bound in the number of writes. It now gets the same merge as
  rollout, exposed as `maybe_merge_wal` (count trigger),
  `cleanup_wal` (time trigger) and `pending_wal_generations`.
- **Compaction now defers index remap.** The base table carries a fieldless
  MemWAL index and Lance's inline remap panics on it.
- **Compaction and index creation no longer drop `storage_options`.** Both
  reloaded via a bare `Dataset::open`, which silently discarded credentials
  and broke on any authenticated object store. Both now reload through
  `StorageBase::load_with_options`.
- **Resident writer.** `add` used to open, `put` and `close` a `ShardWriter`
  on every call; it now reuses one resident writer with fence-retry, so an
  append no longer pays a cold DNS resolution + TCP/TLS handshake + epoch
  claim.
- **`add` takes `&self`.** The writer lives behind the base's mutex, so the
  server takes a read lock and concurrent appends stop serializing on the
  store's `RwLock`.

Sharding changes to match rollout: writes go to the shard owned by this
writer instance (`ContextStoreOptions::shard_id`) rather than one derived
per `(bot_id, session_id)`. One instance owns exactly one shard, so the
epoch-fencing invariant holds by construction, and merge has a single
well-defined shard to drain. `derive_region_id` is removed.

`add` visibility is preserved, not silently weakened. `StorageBase` gains a
`seal_on_put` switch: rollout keeps its deferred seal (durable on return,
visible via the flush sweeper or `?flush=true`), while `ContextStore`
defaults to `seal_on_add: true` — required for correctness, since its
id/external-id uniqueness validation, upsert and tombstones all read the
table back. Callers appending trusted batches can opt into rollout's
throughput profile with `seal_on_add: false`.

`ContextStore` is no longer `Clone`: it owns a `StorageBase`, which owns the
resident writer and a `Drop` that seals it, so it must have exactly one
owner. The two clone sites now open their own handle instead — the
background compactor (which only rewrites base-table fragments and would
otherwise contend with the write path) and Python's `Context.fork` (which
branches the in-memory context over the same dataset).

Three new tests pin the behavior: `add` is visible on return by default,
deferred seal is durable-but-invisible until `flush`, and WAL generations
merge into the base table and stay readable. Full workspace suite passes
(180 core lib tests, up from 177), clippy clean.

Co-Authored-By: Claude <noreply@anthropic.com>
Third and last store of lance-format#214 Part 1, after lance-format#215 and lance-format#216. All three
fixed-schema stores now share one storage implementation.

Closes this store's gaps:

- **Compaction, which it had none of.** Every WAL merge appends a fragment
  to the base table and datagen seals once per checkpoint batch, so
  fragments grew without bound and scans degraded with them. Now exposed as
  `compact` / `should_compact` / `compaction_stats`, with `defer_index_remap`
  set (the fieldless MemWAL index panics Lance's inline remap).
- **Scalar index, which it also had none of.** `create_event_id_index`
  builds a ZoneMap on `event_id`; point lookups by event id previously
  always scanned.
- **`load_with_options` dropped storage options.** It fell back to a bare
  `Dataset::open` whenever no options were passed, and never attached a
  session, so every generation read allocated Lance's 6 GiB default cache.

Deletes the near-line-for-line copy of rollout's `merge_own_shard` (plus
`merge_own_shard_if_ready`, the writer lifecycle, `ensure_mem_wal`, shard
snapshot discovery, the `Drop` impl and a second `is_fenced_error`), and
picks up the streaming-safe version in the base instead of buffering every
flushed generation in memory.

`seal_on_put: true`: each append is one complete checkpoint batch that must
be durable *and* readable before the writer moves on, so a crash cannot
expose a partially checkpointed step. This preserves the store's existing
put -> seal -> drain behavior exactly.

`key_column` is `event_id`, not `id` — event ids are derived
deterministically (UUIDv5 over item/checkpoint/ordinal), which is what makes
a retried append idempotent under LSM dedup. The base already took the key
column as a parameter, so no change was needed there.

New test `compaction_folds_merged_fragments_and_preserves_reads` pins the
behavior that did not exist before: fragments accumulate across merges,
compaction reduces them, and every event stays readable.

Full suite passes — 181 core lib tests, 182 Python tests, clippy clean.

Co-Authored-By: Claude <noreply@anthropic.com>
@beinan
beinan merged commit 1a1b6b2 into lance-format:main Jul 28, 2026
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