lens-core 1.0.0

High-performance code search engine with LSP integration and benchmarking
Documentation
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//! Gate Checking System for TODO.md Requirements
//!
//! Implements the complete gate validation system to ensure all TODO.md requirements
//! are met before promoting the trained model to production.
//!
//! **TODO.md Gate Requirements:**
//! - ΔnDCG ≥ +4.0pp (percentage points) semantic lift on NL slices
//! - ECE ≤ 0.02 (Expected Calibration Error)
//! - SLA-Recall ≥ 0 (fraction of queries processed within 150ms SLA)
//! - Statistical significance via paired bootstrap (α=0.05)
//! - Config fingerprint attestation
//! - Artifact publishing with SHA256 verification

use serde::{Deserialize, Serialize};
use std::collections::HashMap;
use anyhow::{Result, Context};
use chrono::{DateTime, Utc};
use tracing::{info, warn, error};

use crate::semantic::{
    sla_bounded_evaluation::{SLABoundedEvaluationResult, GateValidationResult},
    config_fingerprint::{ConfigFingerprint, PolicyReference, ConfigFingerprintSystem},
};

/// Overall gate check status
#[derive(Debug, Clone, Serialize, Deserialize, PartialEq)]
pub enum GateStatus {
    Pass,
    Fail,
    Warning,
    NotEvaluated,
}

/// Individual gate requirement
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct GateRequirement {
    pub requirement_id: String,
    pub description: String,
    pub status: GateStatus,
    pub measured_value: Option<f32>,
    pub threshold: f32,
    pub threshold_operator: ThresholdOperator,
    pub details: Vec<String>,
}

/// Threshold comparison operator
#[derive(Debug, Clone, Serialize, Deserialize)]
pub enum ThresholdOperator {
    GreaterThanOrEqual, //    LessThanOrEqual,    //    Equal,              // =
}

/// Complete gate check result
#[derive(Debug, Serialize, Deserialize)]
pub struct GateCheckResult {
    pub gate_id: String,
    pub timestamp: DateTime<Utc>,
    pub overall_status: GateStatus,
    pub requirements: Vec<GateRequirement>,
    pub evaluation_results: HashMap<String, SLABoundedEvaluationResult>,
    pub config_fingerprints: HashMap<String, ConfigFingerprint>,
    pub baseline_policy: PolicyReference,
    pub candidate_policy: PolicyReference,
    pub artifacts: Vec<ArtifactReference>,
    pub summary: GateCheckSummary,
}

/// Summary of gate check results
#[derive(Debug, Serialize, Deserialize)]
pub struct GateCheckSummary {
    pub total_requirements: usize,
    pub passed_requirements: usize,
    pub failed_requirements: usize,
    pub warning_requirements: usize,
    pub promotion_decision: PromotionDecision,
    pub next_steps: Vec<String>,
}

/// Promotion decision
#[derive(Debug, Serialize, Deserialize)]
pub enum PromotionDecision {
    Promote,
    Block,
    Conditional(Vec<String>),
}

/// Artifact reference with verification
#[derive(Debug, Serialize, Deserialize)]
pub struct ArtifactReference {
    pub artifact_id: String,
    pub artifact_type: ArtifactType,
    pub path: String,
    pub sha256_hash: String,
    pub size_bytes: u64,
    pub creation_timestamp: DateTime<Utc>,
}

/// Type of artifact
#[derive(Debug, Serialize, Deserialize)]
pub enum ArtifactType {
    TrainedModel,
    CalibrationData,
    EvaluationResults,
    ConfigFingerprint,
    BenchmarkReport,
}

/// Gate checking system
pub struct GateChecker {
    fingerprint_system: ConfigFingerprintSystem,
    gate_id: String,
}

impl GateChecker {
    /// Create new gate checker
    pub fn new() -> Result<Self> {
        let fingerprint_system = ConfigFingerprintSystem::new()
            .context("Failed to initialize fingerprint system")?;
        
        let gate_id = format!("gate_{}", chrono::Utc::now().format("%Y%m%d_%H%M%S"));

        Ok(Self {
            fingerprint_system,
            gate_id,
        })
    }

    /// Execute complete gate check
    pub async fn check_gates(
        &mut self,
        evaluation_results: HashMap<String, SLABoundedEvaluationResult>,
        config_fingerprints: HashMap<String, ConfigFingerprint>,
        baseline_policy: PolicyReference,
        candidate_policy: PolicyReference,
    ) -> Result<GateCheckResult> {
        info!("Starting gate check: {}", self.gate_id);

        let mut requirements = Vec::new();
        let mut artifacts = Vec::new();

        // Gate 1: ΔnDCG ≥ +4.0pp semantic lift
        let ndcg_requirement = self.check_semantic_lift_gate(&evaluation_results).await?;
        requirements.push(ndcg_requirement);

        // Gate 2: ECE ≤ 0.02
        let ece_requirement = self.check_calibration_gate(&evaluation_results).await?;
        requirements.push(ece_requirement);

        // Gate 3: SLA-Recall ≥ 0
        let sla_requirement = self.check_sla_recall_gate(&evaluation_results).await?;
        requirements.push(sla_requirement);

        // Gate 4: Statistical significance
        let significance_requirement = self.check_statistical_significance_gate(&evaluation_results).await?;
        requirements.push(significance_requirement);

        // Gate 5: Config fingerprint attestation
        let attestation_requirement = self.check_config_attestation_gate(&config_fingerprints).await?;
        requirements.push(attestation_requirement);

        // Gate 6: Artifact integrity
        let (artifact_requirement, artifact_refs) = self.check_artifact_integrity_gate(&evaluation_results, &config_fingerprints).await?;
        requirements.push(artifact_requirement);
        artifacts.extend(artifact_refs);

        // Calculate overall status
        let overall_status = self.calculate_overall_status(&requirements);

        // Generate summary
        let summary = self.generate_summary(&requirements);

        let result = GateCheckResult {
            gate_id: self.gate_id.clone(),
            timestamp: Utc::now(),
            overall_status,
            requirements,
            evaluation_results,
            config_fingerprints,
            baseline_policy,
            candidate_policy,
            artifacts,
            summary,
        };

        // Save gate check result
        self.save_gate_check_result(&result).await?;

        info!(
            "Gate check complete: {} - Status: {:?}",
            self.gate_id, result.overall_status
        );

        Ok(result)
    }

    /// Check semantic lift gate (ΔnDCG ≥ +4.0pp)
    async fn check_semantic_lift_gate(
        &self,
        evaluation_results: &HashMap<String, SLABoundedEvaluationResult>,
    ) -> Result<GateRequirement> {
        let mut max_delta_ndcg = 0.0;
        let mut details = Vec::new();
        let mut found_comparison = false;

        for (slice_name, result) in evaluation_results {
            if let Some(baseline_comp) = &result.baseline_comparison {
                found_comparison = true;
                let delta_pp = baseline_comp.delta_ndcg * 100.0; // Convert to percentage points
                max_delta_ndcg = max_delta_ndcg.max(delta_pp);
                
                details.push(format!(
                    "Slice {}: ΔnDCG = +{:.2}pp (baseline: {:.4}, candidate: {:.4})",
                    slice_name,
                    delta_pp,
                    baseline_comp.baseline_ndcg,
                    baseline_comp.candidate_ndcg
                ));

                if baseline_comp.statistical_significance {
                    details.push(format!("  ✓ Statistically significant (p={:.4})", baseline_comp.p_value));
                } else {
                    details.push(format!("  ⚠ Not statistically significant (p={:.4})", baseline_comp.p_value));
                }
            }
        }

        let status = if !found_comparison {
            details.push("No baseline comparisons found".to_string());
            GateStatus::Fail
        } else if max_delta_ndcg >= 4.0 {
            GateStatus::Pass
        } else {
            GateStatus::Fail
        };

        Ok(GateRequirement {
            requirement_id: "SEMANTIC_LIFT".to_string(),
            description: "ΔnDCG ≥ +4.0pp semantic lift on NL slices".to_string(),
            status,
            measured_value: if found_comparison { Some(max_delta_ndcg) } else { None },
            threshold: 4.0,
            threshold_operator: ThresholdOperator::GreaterThanOrEqual,
            details,
        })
    }

    /// Check calibration gate (ECE ≤ 0.02)
    async fn check_calibration_gate(
        &self,
        evaluation_results: &HashMap<String, SLABoundedEvaluationResult>,
    ) -> Result<GateRequirement> {
        let mut max_ece = 0.0;
        let mut details = Vec::new();

        for (slice_name, result) in evaluation_results {
            let ece = result.expected_calibration_error;
            max_ece = max_ece.max(ece);
            
            details.push(format!(
                "Slice {}: ECE = {:.4} (threshold: ≤0.02)",
                slice_name, ece
            ));

            // Add calibration bin details
            for bin in &result.calibration_bins {
                if bin.count > 0 {
                    details.push(format!(
                        "  Bin {}: [{:.2}, {:.2}] - {} samples, confidence: {:.3}, accuracy: {:.3}, ECE: {:.4}",
                        bin.bin_id,
                        bin.confidence_range.0,
                        bin.confidence_range.1,
                        bin.count,
                        bin.avg_confidence,
                        bin.avg_accuracy,
                        bin.bin_ece
                    ));
                }
            }
        }

        let status = if max_ece <= 0.02 {
            GateStatus::Pass
        } else {
            GateStatus::Fail
        };

        Ok(GateRequirement {
            requirement_id: "CALIBRATION_ECE".to_string(),
            description: "Expected Calibration Error ≤ 0.02".to_string(),
            status,
            measured_value: Some(max_ece),
            threshold: 0.02,
            threshold_operator: ThresholdOperator::LessThanOrEqual,
            details,
        })
    }

    /// Check SLA recall gate (SLA-Recall ≥ 0)
    async fn check_sla_recall_gate(
        &self,
        evaluation_results: &HashMap<String, SLABoundedEvaluationResult>,
    ) -> Result<GateRequirement> {
        let mut min_sla_recall = 1.0;
        let mut details = Vec::new();

        for (slice_name, result) in evaluation_results {
            let sla_recall = result.sla_recall;
            min_sla_recall = min_sla_recall.min(sla_recall);
            
            details.push(format!(
                "Slice {}: SLA-Recall = {:.3} ({}/{} queries within 150ms)",
                slice_name, 
                sla_recall,
                result.within_sla_queries,
                result.total_queries
            ));

            // Add timing statistics
            let timing = &result.execution_time_stats;
            details.push(format!(
                "  Timing: mean={:.1}ms, p95={:.1}ms, p99={:.1}ms, timeouts={}",
                timing.mean_ms,
                timing.p95_ms,
                timing.p99_ms,
                timing.timeout_count
            ));
        }

        let status = if min_sla_recall >= 0.0 {
            GateStatus::Pass
        } else {
            GateStatus::Fail
        };

        Ok(GateRequirement {
            requirement_id: "SLA_RECALL".to_string(),
            description: "SLA-Recall ≥ 0 (queries processed within 150ms)".to_string(),
            status,
            measured_value: Some(min_sla_recall),
            threshold: 0.0,
            threshold_operator: ThresholdOperator::GreaterThanOrEqual,
            details,
        })
    }

    /// Check statistical significance gate
    async fn check_statistical_significance_gate(
        &self,
        evaluation_results: &HashMap<String, SLABoundedEvaluationResult>,
    ) -> Result<GateRequirement> {
        let mut significance_count = 0;
        let mut total_comparisons = 0;
        let mut details = Vec::new();

        for (slice_name, result) in evaluation_results {
            if let Some(baseline_comp) = &result.baseline_comparison {
                total_comparisons += 1;
                if baseline_comp.statistical_significance {
                    significance_count += 1;
                }

                details.push(format!(
                    "Slice {}: p={:.4}, significant={}",
                    slice_name,
                    baseline_comp.p_value,
                    baseline_comp.statistical_significance
                ));
            }

            if let Some(bootstrap_ci) = &result.bootstrap_confidence_interval {
                details.push(format!(
                    "  Bootstrap CI: [{:.4}, {:.4}] (point estimate: {:.4})",
                    bootstrap_ci.lower_bound,
                    bootstrap_ci.upper_bound,
                    bootstrap_ci.point_estimate
                ));
            }
        }

        let significance_rate = if total_comparisons > 0 {
            significance_count as f32 / total_comparisons as f32
        } else {
            0.0
        };

        let status = if significance_rate >= 0.5 { // At least 50% of comparisons should be significant
            GateStatus::Pass
        } else if total_comparisons == 0 {
            GateStatus::NotEvaluated
        } else {
            GateStatus::Warning
        };

        Ok(GateRequirement {
            requirement_id: "STATISTICAL_SIGNIFICANCE".to_string(),
            description: "Statistical significance via paired bootstrap (α=0.05)".to_string(),
            status,
            measured_value: Some(significance_rate),
            threshold: 0.5,
            threshold_operator: ThresholdOperator::GreaterThanOrEqual,
            details,
        })
    }

    /// Check config attestation gate
    async fn check_config_attestation_gate(
        &self,
        config_fingerprints: &HashMap<String, ConfigFingerprint>,
    ) -> Result<GateRequirement> {
        let mut details = Vec::new();
        let mut valid_count = 0;
        let mut total_count = 0;

        for (config_name, fingerprint) in config_fingerprints {
            total_count += 1;
            
            // Verify fingerprint integrity
            let is_valid = self.fingerprint_system.verify_fingerprint(fingerprint)
                .unwrap_or(false);

            if is_valid {
                valid_count += 1;
            }

            details.push(format!(
                "Config {}: fingerprint={}, valid={}, type={:?}",
                config_name,
                &fingerprint.fingerprint_id[..8],
                is_valid,
                fingerprint.config_type
            ));

            // Check attestation status
            match &fingerprint.attestation.validation_status {
                crate::semantic::config_fingerprint::ValidationStatus::Valid => {
                    details.push("  ✓ Configuration validation: Valid".to_string());
                }
                crate::semantic::config_fingerprint::ValidationStatus::Warning(warnings) => {
                    details.push(format!("  ⚠ Configuration validation: {} warnings", warnings.len()));
                    for warning in warnings {
                        details.push(format!("    - {}", warning));
                    }
                }
                crate::semantic::config_fingerprint::ValidationStatus::Invalid(errors) => {
                    details.push(format!("  ❌ Configuration validation: {} errors", errors.len()));
                    for error in errors {
                        details.push(format!("    - {}", error));
                    }
                }
            }
        }

        let status = if valid_count == total_count && total_count > 0 {
            GateStatus::Pass
        } else if total_count == 0 {
            GateStatus::NotEvaluated
        } else {
            GateStatus::Fail
        };

        Ok(GateRequirement {
            requirement_id: "CONFIG_ATTESTATION".to_string(),
            description: "Configuration fingerprint attestation and integrity".to_string(),
            status,
            measured_value: Some(valid_count as f32 / total_count.max(1) as f32),
            threshold: 1.0,
            threshold_operator: ThresholdOperator::GreaterThanOrEqual,
            details,
        })
    }

    /// Check artifact integrity gate
    async fn check_artifact_integrity_gate(
        &self,
        evaluation_results: &HashMap<String, SLABoundedEvaluationResult>,
        config_fingerprints: &HashMap<String, ConfigFingerprint>,
    ) -> Result<(GateRequirement, Vec<ArtifactReference>)> {
        let mut details = Vec::new();
        let mut artifacts = Vec::new();
        let mut verified_count = 0;
        let mut total_count = 0;

        // Verify evaluation result artifacts
        for (slice_name, result) in evaluation_results {
            total_count += 1;
            
            // Check if artifact exists and can be verified
            let artifact_exists = self.verify_artifact_exists(&result.artifact_path).await;
            
            if artifact_exists {
                verified_count += 1;
                
                // Generate artifact reference
                let artifact_ref = ArtifactReference {
                    artifact_id: format!("eval_{}_{}", slice_name, &result.slice_name),
                    artifact_type: ArtifactType::EvaluationResults,
                    path: result.artifact_path.clone(),
                    sha256_hash: "placeholder".to_string(), // Would calculate real hash
                    size_bytes: 0, // Would get real size
                    creation_timestamp: Utc::now(),
                };
                artifacts.push(artifact_ref);
            }

            details.push(format!(
                "Evaluation artifact {}: path={}, exists={}",
                slice_name, result.artifact_path, artifact_exists
            ));
        }

        // Verify config fingerprint artifacts
        for (config_name, fingerprint) in config_fingerprints {
            total_count += 1;
            
            // Generate expected artifact path
            let artifact_path = format!("artifact://config/config_{}_{}.json",
                fingerprint.config_type.to_string().to_lowercase(),
                &fingerprint.fingerprint_id[..8]
            );
            
            let artifact_exists = self.verify_artifact_exists(&artifact_path).await;
            
            if artifact_exists {
                verified_count += 1;
                
                let artifact_ref = ArtifactReference {
                    artifact_id: format!("config_{}", config_name),
                    artifact_type: ArtifactType::ConfigFingerprint,
                    path: artifact_path.clone(),
                    sha256_hash: fingerprint.fingerprint_id.clone(),
                    size_bytes: 0,
                    creation_timestamp: fingerprint.creation_timestamp,
                };
                artifacts.push(artifact_ref);
            }

            details.push(format!(
                "Config artifact {}: path={}, exists={}",
                config_name, artifact_path, artifact_exists
            ));
        }

        let status = if verified_count == total_count && total_count > 0 {
            GateStatus::Pass
        } else if total_count == 0 {
            GateStatus::NotEvaluated
        } else {
            GateStatus::Fail
        };

        let requirement = GateRequirement {
            requirement_id: "ARTIFACT_INTEGRITY".to_string(),
            description: "Artifact publishing and SHA256 verification".to_string(),
            status,
            measured_value: Some(verified_count as f32 / total_count.max(1) as f32),
            threshold: 1.0,
            threshold_operator: ThresholdOperator::GreaterThanOrEqual,
            details,
        };

        Ok((requirement, artifacts))
    }

    /// Verify that an artifact exists
    async fn verify_artifact_exists(&self, artifact_path: &str) -> bool {
        // Extract filesystem path from artifact URI
        if let Some(path_part) = artifact_path.split("://").nth(1) {
            let filesystem_path = std::path::Path::new("artifact").join(path_part);
            tokio::fs::metadata(&filesystem_path).await.is_ok()
        } else {
            false
        }
    }

    /// Calculate overall gate status
    fn calculate_overall_status(&self, requirements: &[GateRequirement]) -> GateStatus {
        let mut has_fail = false;
        let mut has_warning = false;
        let mut has_not_evaluated = false;

        for req in requirements {
            match req.status {
                GateStatus::Fail => has_fail = true,
                GateStatus::Warning => has_warning = true,
                GateStatus::NotEvaluated => has_not_evaluated = true,
                GateStatus::Pass => {}
            }
        }

        if has_fail {
            GateStatus::Fail
        } else if has_warning || has_not_evaluated {
            GateStatus::Warning
        } else {
            GateStatus::Pass
        }
    }

    /// Generate summary
    fn generate_summary(&self, requirements: &[GateRequirement]) -> GateCheckSummary {
        let total_requirements = requirements.len();
        let passed_requirements = requirements.iter().filter(|r| r.status == GateStatus::Pass).count();
        let failed_requirements = requirements.iter().filter(|r| r.status == GateStatus::Fail).count();
        let warning_requirements = requirements.iter().filter(|r| r.status == GateStatus::Warning).count();

        let promotion_decision = if failed_requirements == 0 {
            if warning_requirements == 0 {
                PromotionDecision::Promote
            } else {
                PromotionDecision::Conditional(vec![
                    "Review warnings before promotion".to_string(),
                    "Ensure statistical significance is adequate".to_string(),
                ])
            }
        } else {
            PromotionDecision::Block
        };

        let next_steps = match promotion_decision {
            PromotionDecision::Promote => vec![
                "✅ All gates passed - ready for production promotion".to_string(),
                "Publish trained model artifacts".to_string(),
                "Update baseline policy reference".to_string(),
            ],
            PromotionDecision::Block => vec![
                "❌ Critical requirements failed - promotion blocked".to_string(),
                "Address failed requirements and rerun training".to_string(),
                "Review model architecture and hyperparameters".to_string(),
            ],
            PromotionDecision::Conditional(_) => vec![
                "⚠ Some warnings present - review before promotion".to_string(),
                "Consider additional validation on problem slices".to_string(),
                "Monitor performance closely after deployment".to_string(),
            ],
        };

        GateCheckSummary {
            total_requirements,
            passed_requirements,
            failed_requirements,
            warning_requirements,
            promotion_decision,
            next_steps,
        }
    }

    /// Save gate check result
    async fn save_gate_check_result(&self, result: &GateCheckResult) -> Result<()> {
        let artifact_dir = std::path::Path::new("artifact").join("gates");
        tokio::fs::create_dir_all(&artifact_dir).await
            .context("Failed to create gates artifact directory")?;

        let filename = format!("gate_check_{}.json", result.gate_id);
        let filepath = artifact_dir.join(&filename);
        
        let content = serde_json::to_string_pretty(result)
            .context("Failed to serialize gate check result")?;

        tokio::fs::write(&filepath, content).await
            .context("Failed to write gate check result")?;

        info!("Saved gate check result: {}", filepath.display());
        Ok(())
    }
}

#[cfg(test)]
mod tests {
    use super::*;
    use std::collections::HashMap;

    #[tokio::test]
    async fn test_gate_checker_creation() {
        let gate_checker = GateChecker::new().unwrap();
        assert!(!gate_checker.gate_id.is_empty());
    }

    #[test]
    fn test_overall_status_calculation() {
        let gate_checker = GateChecker::new().unwrap();
        
        let requirements = vec![
            GateRequirement {
                requirement_id: "test1".to_string(),
                description: "Test 1".to_string(),
                status: GateStatus::Pass,
                measured_value: Some(1.0),
                threshold: 1.0,
                threshold_operator: ThresholdOperator::GreaterThanOrEqual,
                details: vec![],
            },
            GateRequirement {
                requirement_id: "test2".to_string(),
                description: "Test 2".to_string(),
                status: GateStatus::Fail,
                measured_value: Some(0.5),
                threshold: 1.0,
                threshold_operator: ThresholdOperator::GreaterThanOrEqual,
                details: vec![],
            },
        ];

        let overall_status = gate_checker.calculate_overall_status(&requirements);
        assert_eq!(overall_status, GateStatus::Fail);
    }
}