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Phase 5 write-up for the two SPEC §13 forks now that both are built:
- results/phase5/README.md — the full argument for each fork, with the
kernel-lane demo and learned-policy ranking tables and reproduce commands.
- results/phase5/learned-policy.txt — captured `cargo run -p policy` output
over the 34-row ledger.
- docs/src/research-forks.md — new mdBook chapter, wired into SUMMARY.md.
- docs/src/roadmap.md — Phase 5 row added; the Frontier section rewritten
from "out of scope" to "built, both routed to human review", with the
honest note that the actual GPU run needs GPU hardware absent here.
- CLAUDE.md — Phase 5 COMPLETE status paragraph.
No trust-layer or gate change; this is documentation of work already
committed (learned policy b7297ad, kernel lane 5abeb60).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01EcKPWQ3MQD4NdEHwar96u2
84 lines
8.3 KiB
Markdown
84 lines
8.3 KiB
Markdown
# hotpath — profile-guided optimization agent
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> Working name. Rename freely; nothing depends on it.
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## Mission
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An agent that profiles real binaries and services, isolates hot paths, proposes optimizations, and accepts a change **only** when (a) behavioral-equivalence gates pass and (b) the benchmark improvement is statistically significant on trusted infrastructure. Output: verified performance deltas translated into ROI reports nobody can dispute.
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Full engineering spec: `SPEC.md`. Read it before starting any phase.
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## Non-negotiables (re-read every session)
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1. **No unverified performance claims.** A change without passing equivalence gates AND a significant bench delta does not exist. Discard it. Log it.
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2. **Measure before optimizing.** No patch is proposed until profile data identifies the hot path. Never trust a single benchmark run.
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3. **Cheap wins first, always.** Build flags → LTO → PGO → allocator swap → *then* code changes. Check the ledger before re-attempting any class of change on a target.
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4. **Equivalence gates are hard gates.** Changes touching floating-point ordering, concurrency primitives, or anything UB-adjacent are NEVER auto-accepted — verdict is `needs-human-review`.
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5. **Every attempt goes in the ledger**, including failures and rejections. Failures are future training data.
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6. **The agent never modifies the trust layer.** `crates/`, `config/`, `corpora/`, and upstream test suites are read-only to the agent. Patches may touch only allowlisted paths under `targets/<name>/`. See SPEC.md §10.
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7. **Sandbox everything.** Target code runs only inside no-network containers. Never on the host.
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8. **Statistical bar:** accept only if the bootstrap 95% CI lower bound of speedup ≥ threshold in `config/accept.toml` (default 2%), from interleaved A/B runs on the same pinned hardware.
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## Architecture map
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- `crates/bench-runner` — trust layer: containerized, CPU-pinned, interleaved A/B benchmarking with bootstrap confidence intervals and A/A self-tests
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- `crates/diff-test` — behavioral equivalence: upstream test suite + golden I/O replay + differential fuzzing of changed functions + sanitizers
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- `crates/ledger` — append-only SQLite record of every attempt: hypothesis, patch, gate results, bench deltas, verdict, cost
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- `crates/report` — ROI generator: cores saved × $/core-hr, latency percentile deltas, CIs, workload caveats printed on every number
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- `agent/` — Claude Agent SDK (Python) loop, prompts, tool definitions
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- `targets/` — vendored OSS targets for case studies (permissive licenses only)
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- `playbook/` — optimization classes, ordered, with preconditions and known risks
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- `results/` — generated reports and flamegraphs
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**Phase 4 COMPLETE — all SPEC §5 exit criteria met. Phases 0–4 are all done.** Service-mode latency benchmarking shipped: a coordinated-omission-correct, open-loop, fixed-rate load generator (`crates/bench-runner/src/service.rs`) measuring latency from each request's intended send time (queueing counted, not hidden), interleaved A/B, exact percentiles, bootstrap p50/p99 CIs. A real service target — `targets/cjson/service.c`, a minimal HTTP server wrapping the patched `cJSON.c` (trust-layer, outside the workspace allowlist). Service calibration PASS (0/10 A/A false-positive, 10/10 injected-5%-latency-regression detection; `results/calibration/cjson-service-aa.json`). **The verified batch win phase3-cjson-002 measured under a 150 rps replay (20 rounds, 40k requests, 0 drops): p50 latency +6.2%, 95% CI [+5.8%, +7.2%] — accepted (`phase4-cjson-service` ledger row); p99 NOT claimed (CI [0.07, 4.97], single-worker loopback tail jitter) — harness correctly rejected it.** Mechanical ROI report generator (`crates/report` bin, `just report`, SPEC §9): reads a ledger row + service-latency JSON → throughput→cores→dollars (27.5 cores / $9,621-per-year CI lower bound on a 500-core fleet) *and* latency percentiles, every figure with CI + workload + methodology inline; flags any non-accepted row. Case study: `results/phase4/`. **The roadmap is complete — the profile→hypothesize→patch→gated-verdict→ROI loop runs end to end across Rust and C, batch and service, with zero shipped false accepts across all phases.**
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**Phase 5 COMPLETE — the two SPEC §13 research forks, both built and both routed to human review.** (a) *Learned class-selection policy* (`crates/policy`, `cargo run -p policy`): reads the append-only ledger and ranks optimization classes by the Wilson lower bound of their shippable-win rate — a learned prior over the fixed cheapest-first ordering, advisory only (gates still decide). A "win" counts only machine-sanitizer-verified accepts; the overturned comrak-010 and tier-gated mimalloc are excluded/held. On the current 34-row ledger it recommends algorithmic first (Wilson lb 0.066). (b) *Kernel lane* (`targets/matmul/kernel.c`, `crates/diff-test` FP-tolerance policy + `fp-compare` bin, `scripts/kernel-lane-demo.sh`): a matmul optimization (transpose-B cache locality + eight-accumulator ILP) that **reorders FP accumulation**, so byte-identical golden replay is the wrong gate — 244,901/262,144 values differ. The FP-tolerance gate (`abs 1e-4 + rel 1e-3`) accepts it, still REJECTS a +0.5 perturbation, and the bench measures 3.23× [3.16, 3.26] with the same interleaved A/B + bootstrap CI. Ledger row `phase5-matmul-opt` = needs-human-review (using the tolerance tier is a §8 signal, same posture as mimalloc). No GPU in this environment, so the GPU fork is the identical shape shown on CPU — only the timer and hardware change. Case study: `results/phase5/`; docs chapter `docs/src/research-forks.md`. Open follow-up: the standing accept-scoped ruling on `phase0-comrak-002` (mimalloc) is resolved (`results/rulings/`).**
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## Commands
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Fill these in as the harness is built; keep them current:
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```
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just profile <target> # perf record + flamegraph for a target's benchmark workload
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just bench <target> <ref> # interleaved A/B: pristine baseline vs working tree
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just gates <target> # test suite + golden replay + diff-fuzz + sanitizers
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just verdict <target> # runs gates + bench, writes ledger row, prints verdict
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just report <run-id> # ROI report from ledger
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just aa <target> # A/A calibration run (must show null result)
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```
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Built so far (command-level, pre-target-integration):
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```
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just build / test / lint # trust-layer workspace: cargo build/test/clippy+fmt
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just aa [cmd] # A/A self-test of bench-runner on a shell command
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just compare <a> <b> # interleaved A/B of two shell commands, bootstrap CI
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just gates <target> # corpus pin + upstream tests + golden replay
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just pin-check <target> # verify corpus MANIFEST.sha256
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just calibrate <cmd> <out> # automated A/A + regression-injection calibration
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just verdict <t> <bin> ... # gates + bench vs pristine-rebuilt baseline + ledger row
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cargo run -p harnessd # agent IPC daemon: six-tool JSON surface (SPEC §3.5)
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```
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## Definition of done — one optimization attempt
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- [ ] Hypothesis logged in ledger *before* patching
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- [ ] Patch touches only allowlisted paths under `targets/<name>/`
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- [ ] Upstream test suite green
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- [ ] Golden replay byte-identical (or within the target's explicit FP tolerance policy)
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- [ ] Differential fuzz on changed functions: no divergence (60s or 10k iterations minimum)
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- [ ] ASan + UBSan clean; TSan if the patch touches anything threaded
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- [ ] Interleaved A/B bench passes the CI-lower-bound threshold
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- [ ] Ledger row written with verdict and full evidence
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- [ ] If FP-ordering / concurrency / UB-adjacent: verdict `needs-human-review`, never auto-accept
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An attempt that fails any gate is a **valid, complete outcome** — write the ledger row and move on. Do not iterate on a rejected patch more than twice without a new hypothesis.
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## Conventions
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- Rust workspace (edition 2021+) for all harness crates; `just` for task running
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- Python 3.11+ for `agent/`; Claude Agent SDK — verify current package name and API at https://docs.claude.com/en/docs/claude-code/overview before scaffolding
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- Every number shown to a human carries its confidence interval and workload description. No naked percentages, ever.
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- Commit style: `phase0:`, `bench:`, `gates:`, `agent:`, `playbook:` prefixes
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- When in doubt between shipping a feature and hardening measurement, harden measurement. The product is trust.
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