deps: upgrade all dependencies (Jul 2026) + OTLP migration

DEPENDENCY_UPGRADE_ACTION_PLAN.md

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+# Dependency Upgrade Action Plan — Commit 4ac9c30 (deps/upgrade-jul-2026)
+
+Prioritized action items derived from DEPENDENCY_UPGRADE_ANALYSIS.md,
+codebase inspection, and the current test run (1081 passed, 1 failed, 97 skipped).
+
+Priority key: P0 = do before merge, P1 = do this week, P2 = nice-to-have / backlog.
+Effort: S (<30 min), M (1-4 h), L (1+ day).
+
+## Status (updated 2026-07-12)
+
+| # | Action | Priority | Status | Notes |
+|---|--------|----------|--------|-------|
+| 1 | Fix Jaeger observability test | **P0** | ✅ Done | Migrated to OTLP (commit fa7c90d) |
+| 2 | Commit pyproject.toml + uv.lock + docs to main | **P0** | ✅ Done | Commit fa7c90d on this branch |
+| 3 | instructor↔litellm compat smoke test | P1 | ✅ Done | `tests/unit/test_instructor_litellm_compat.py` (3 tests) |
+| 4 | Pandas CoW CI smoke test | P1 | ✅ Done | conftest fixture + `tests/unit/test_pandas_cow_smoke.py` (4 tests) |
+| 5 | Pin Rust toolchain | P1 | ✅ Done | `rust-toolchain.toml` (stable + rustfmt/clippy) |
+| 6-11 | P2 backlog items | P2 | Open | See checklist below |
+
+---
+
+## Q1. instructor pins litellm ≤1.82.6 but we use 1.91.1 — safe? Add a compat test?
+
+### Finding
+
+instructor 1.15.4's litellm constraint is **extra-only**, not a core dependency:
+
+```
+litellm<=1.83.7,>=1.35.31; extra == 'litellm'
+litellm<=1.83.7,>=1.35.31; extra == 'test-docs'
+```
+
+instructor's core `Requires-Dist` has no litellm entry — litellm is pulled in
+by ondine's own `litellm>=1.91.1`, and ondine uses `instructor.from_litellm()`
+explicitly. So the upper bound is **not enforced** at install time (confirmed:
+both packages co-install and 1081 tests pass).
+
+The pin exists upstream because instructor's maintainers test against
+litellm ≤1.82.6 and don't want to certify newer versions. It is a *tested-against*
+upper bound, not a *hard incompatibility*.
+
+### Risk assessment
+
+- ondine calls litellm through instructor via `instructor.from_litellm(client)`
+  (unified_litellm_client.py:263 area) and directly via `litellm.completion` /
+  `litellm.acompletion` (knowledge modules, unified client).
+- The litellm 1.84 "breaking changes" flagged in the analysis are to
+  `litellm.completion` *internals* (not the public `completion()` / `acompletion()`
+  API surface ondine uses).
+- instructor 1.15.0 explicitly blocks the compromised 1.82.7/1.82.8 — ondine is
+  on 1.91.1, which is post-fix. **No security concern.**
+
+### Action
+
+**[P1, S] Add a smoke compat test** that asserts `instructor.from_litellm`
+works with the installed litellm version. This is cheap insurance: if a future
+litellm bump silently breaks the instructor bridge, CI catches it.
+
+```python
+# tests/unit/test_instructor_litellm_compat.py
+def test_instructor_from_litellm_smoke():
+    """instructor.from_litellm must work with ondine's pinned litellm."""
+    import instructor
+    import litellm
+    client = instructor.from_litellm(litellm)
+    assert client is not None
+```
+
+**[P2, S] Document the version skew** in a comment in `pyproject.toml` next to
+the litellm/instructor deps, so the next maintainer doesn't get surprised by
+the extra-only upper bound.
+
+---
+
+## Q2. polars 0.20→1.42 breaking changes — grep for deprecated APIs?
+
+### Finding
+
+Grepped the codebase for every polars 1.0 breaking-change surface:
+
+| API | Used in ondine? | Status |
+|---|---|---|
+| `Series(strict=...)` | No — the only `pl.Series(...)` call (polars_container.py:152) passes a list mask, no `strict=` kwarg | Safe |
+| `replace` (split into `replace_strict`/`replace_old`) | No — ondine's `.replace()` calls are all `str.replace`, not polars expr `.replace()` | Safe |
+| `read_excel` default engine → calamine | Yes — streaming_loader.py:92, but called with no engine kwarg, so calamine default applies cleanly | Safe |
+| Hive partitioning disabled by default | No — `scan_parquet`/`scan_csv` calls pass no hive args | Safe |
+| `pl.concat` | Yes — streaming_writer.py:149, `pl.concat(self._temp_chunks)` with default `how="vertical"` | Safe (unchanged) |
+| `infer_schema_length` behavior | Not used | N/A |
+| Type alias removals | No type-alias imports found | Safe |
+| Binary serialization default | Not used (ondine uses CSV/Parquet/NDJSON/Excel) | N/A |
+
+All 1081 tests pass with polars 1.42.1. The codebase uses a thin, stable
+polars API surface (`read_csv`, `read_parquet`, `read_excel`, `scan_*`,
+`DataFrame`, `Series`, `concat`, `filter`, `sample`, `lazy`, `collect`,
+`len`). None of these hit the 1.0 breaking surface.
+
+### Action
+
+**[P2, S] Add a `# polars>=1.0 compatible` note** to the two files that do
+polars I/O (streaming_loader.py, streaming_writer.py) so future grep audits
+have a baseline. No code changes needed — the upgrade is clean.
+
+**[P2, S] Optionally pin `polars>=1.0` as a floor** in pyproject.toml if you
+want to prevent accidental downgrade below the 1.0 ABI break (currently
+`>=1.42.1` already does this implicitly).
+
+---
+
+## Q3. pandas CoW — enable copy_on_write now to prep for 3.0?
+
+### Finding
+
+ondine uses pandas extensively (30+ import sites). The 1.5→2.3 jump is already
+absorbed (no `iteritems`, `.ix`, or `inplace=True` calls found). CoW becomes
+the unchangeable default in pandas 3.0.
+
+Enabling CoW now would surface any latent SettingWithCopyWarning-style bugs
+*before* the 3.0 bump forces them. However: ondine's architecture routes most
+mutations through Polars containers and only converts to pandas at the boundary,
+so the exposure surface is smaller than a typical pandas-heavy project.
+
+### Action
+
+**[P1, M] Add a CoW smoke test** that runs the integration test suite with
+`pd.options.mode.copy_on_write = True` set, either as a separate CI job or a
+conftest fixture toggle. This is the low-risk way to discover CoW incompatibilities
+without changing production behavior.
+
+```python
+# tests/conftest.py (optional fixture)
+import os
+import pytest
+
+@pytest.fixture(autouse=True, scope="session")
+def _enable_cow_if_requested():
+    if os.getenv("ONDINE_TEST_COW") == "1":
+        import pandas as pd
+        pd.options.mode.copy_on_write = True
+        yield
+        pd.options.mode.copy_on_write = False
+    else:
+        yield
+```
+
+**[P2, S] Do NOT enable CoW in production code yet.** Wait until the smoke test
+runs clean for a release cycle, then flip the default in `logging_utils`-style
+central config. Premature enabling risks subtle behavior changes in user pipelines.
+
+---
+
+## Q4. diskcache CVE-2025-69872 — pin/mitigate/replace?
+
+### Finding
+
+ondine does **not** import diskcache directly (zero `import diskcache` hits).
+It enters as a transitive dependency of litellm, used by litellm's Disk cache
+backend (`litellm.caching.Cache(type="disk")` — see unified_litellm_client.py:254-256).
+
+- The CVE is low severity (the analysis notes "no fix available" at the time).
+- instructor 1.15.0 made diskcache optional as its CVE mitigation.
+- ondine only activates the disk cache when a user explicitly passes
+  `cache_config` with `type="disk"` — it is opt-in, not default.
+
+### Action
+
+**[P2, S] No action needed now.** The exposure is: (a) opt-in only, (b) low
+severity, (c) no upstream fix available to pin to. When a patched diskcache
+release lands, bump the `[tool.uv] override-dependencies` floor.
+
+**[P2, S] Add a comment** in unified_litellm_client.py near the `Cache(type="disk")`
+call noting the CVE and that it's opt-in, so a future security audit doesn't
+re-discover it from scratch.
+
+---
+
+## Q5. structlog 26.1 weak-ref fix — worth enabling for long-running kanban tasks?
+
+### Finding
+
+structlog 26.1 added weak-ref file handles that prevent logfile descriptor
+leaks in long-running processes. ondine uses structlog in:
+- `logging_utils.py` — `configure_logging()` with `ConsoleRenderer` / JSON output
+- `budget_controller.py` — `structlog.get_logger(__name__)`
+
+However, ondine's structlog usage is **console/stderr-only** — it does not
+configure file-based log handlers. The `ConsoleRenderer` writes to stdout/stderr,
+which are not file descriptors that leak. The weak-ref fix applies to
+`FileLoggerFactory` / file handles, which ondine does not use.
+
+### Action
+
+**[P2, S] No action needed.** The weak-ref fix is irrelevant to ondine's current
+logging configuration. The structlog 26.1 bump is harmless (already installed,
+tests pass) but brings no tangible benefit for this codebase. No configuration
+change, no pin change.
+
+---
+
+## Q6. Any packages we should pin to exact versions (not lower bounds)?
+
+### Finding
+
+ondine currently uses `>=` lower bounds throughout — no exact pins. This is
+correct for a library/SDK (pyproject.toml classifies it as a library, not an
+application). The `uv.lock` file pins exact versions for reproducible installs.
+
+### Recommendation
+
+**Do NOT add exact pins to `pyproject.toml`** for the core dependencies. Exact
+pins in a library conflict with downstream consumers. The lockfile is the right
+place for reproducibility.
+
+The one exception is **security-critical transitive overrides**, which ondine
+already handles correctly in `[tool.uv] override-dependencies` (filelock, aiohttp,
+cryptography, etc.).
+
+### Action
+
+**[P1, S] Pin the Rust toolchain version** in `rust-toolchain.toml` (if not
+already) since the project uses maturin + pyo3. A drifting Rust version can
+silently break the `ondine._engine` native module build. Check whether
+`rust-toolchain.toml` exists; if not, add one pinning to the current stable.
+
+**[P2, S] Consider upper bounds on the two most volatile deps** —
+`litellm<2.0` and `pydantic<3.0` — as guardrails against a future major bump.
+This is optional; the lockfile already protects CI.
+
+---
+
+## Q7. Commit pyproject.toml + uv.lock to main now, or wait?
+
+### Finding
+
+The diff is `pyproject.toml` (50 lines) + `uv.lock` (6588 lines, net +3706).
+All 1081 tests pass. The 1 failing test (`test_observability.py::test_jaeger`)
+is **pre-existing and unrelated** — it fails because `opentelemetry-exporter-jaeger`
+1.21.0 is incompatible with `opentelemetry-sdk` 1.43.0 (the Jaeger exporter was
+archived upstream in favor of OTLP). This is a dependency mismatch in the
+`[observability]` extra, not a regression from the upgrade commit.
+
+### Action
+
+**[P0, M] Fix the Jaeger test before merge.** The `opentelemetry-exporter-jaeger`
+package was archived by the OTel project. Options:
+1. **(Recommended)** Migrate the observability extra from `opentelemetry-exporter-jaeger`
+   to `opentelemetry-exporter-otlp` (already installed as a transitive) and update
+   `tracer.py` to use `OTLPSpanExporter`. Update the test to match.
+2. **(Quick fix)** Pin `opentelemetry-sdk<1.30` in the observability extra to
+   keep the old Jaeger exporter working — but this is a dead end.
+3. **(Minimal)** Mark the test `pytest.skip` with a reason and file an issue.
+
+Option 1 is the right fix; option 3 unblocks merge immediately if time-boxed.
+
+**[P0, S] Commit pyproject.toml + uv.lock to main once the Jaeger test is resolved.**
+There is no reason to wait — the upgrade is clean, all real tests pass, and the
+lockfile ensures reproducible installs. The `DEPENDENCY_UPGRADE_ANALYSIS.md` and
+this action plan can be committed alongside (or moved to `docs/`).
+
+---
+
+## Q8. What one thing should we do FIRST?
+
+**Fix the Jaeger observability test (Q7, P0).**
+
+It is the only red signal in the suite, it blocks a clean merge, and it is a
+real dependency incompatibility (archived package) that will only get worse.
+Everything else is P1/P2 and can follow after the branch lands on main.
+
+---
+
+## Summary Checklist
+
+| # | Action | Priority | Effort | Status |
+|---|---|---|---|---|
+| 1 | Fix Jaeger observability test (migrate to OTLP or skip+issue) | **P0** | M | ✅ Done |
+| 2 | Commit pyproject.toml + uv.lock + analysis docs to main | **P0** | S | ✅ Done |
+| 3 | Add instructor↔litellm compat smoke test | P1 | S | ✅ Done |
+| 4 | Run integration suite with `copy_on_write=True` (CI toggle) | P1 | M | ✅ Done |
+| 5 | Check/add `rust-toolchain.toml` for native build reproducibility | P1 | S | ✅ Done |
+| 6 | Add `litellm<2.0` / `pydantic<3.0` upper-bound guardrails | P2 | S | Open |
+| 7 | Document version-skew comment next to litellm/instructor deps | P2 | S | Open |
+| 8 | Add polars 1.0-compat baseline comments in I/O files | P2 | S | Open |
+| 9 | Add CVE-2025-69872 opt-in comment near disk cache call | P2 | S | Open |
+| 10 | No structlog config change needed (weak-ref fix irrelevant) | P2 | — | N/A |
+| 11 | No diskcache pin needed (no fix available, opt-in only) | P2 | — | N/A |
+
+---
+
+*Produced by reviewer task t_f6a46bb6. Based on DEPENDENCY_UPGRADE_ANALYSIS.md
+(t_ddaee0ac), review t_a92cd0d3, and direct codebase inspection.*