ruvector-sona 0.2.0

Self-Optimizing Neural Architecture - Runtime-adaptive learning for LLM routers with two-tier LoRA, EWC++, and ReasoningBank
Documentation
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
//! ReasoningBank - Pattern storage and extraction for SONA
//!
//! Implements trajectory clustering using K-means++ for pattern discovery.

use crate::types::{LearnedPattern, PatternType, QueryTrajectory};
use serde::{Deserialize, Serialize};
use std::collections::HashMap;

/// ReasoningBank configuration
#[derive(Clone, Debug, Serialize, Deserialize)]
pub struct PatternConfig {
    /// Number of clusters for K-means++
    pub k_clusters: usize,
    /// Embedding dimension
    pub embedding_dim: usize,
    /// Maximum K-means iterations
    pub max_iterations: usize,
    /// Convergence threshold
    pub convergence_threshold: f32,
    /// Minimum cluster size to keep
    pub min_cluster_size: usize,
    /// Maximum trajectories to store
    pub max_trajectories: usize,
    /// Quality threshold for pattern
    pub quality_threshold: f32,
}

impl Default for PatternConfig {
    fn default() -> Self {
        // OPTIMIZED DEFAULTS based on @ruvector/sona v0.1.1 benchmarks:
        // - ADR-123: Relaxed thresholds to enable pattern crystallization
        //   with fewer trajectories. Previous defaults (k=100, min=5, q=0.3)
        //   prevented crystallization when trajectory count < 500.
        Self {
            k_clusters: 5,   // Was 50; fewer clusters = more members per cluster with low trajectory counts
            embedding_dim: 256,
            max_iterations: 100,
            convergence_threshold: 0.001,
            min_cluster_size: 1,  // Was 2; allow single-trajectory clusters to crystallize
            max_trajectories: 10000,
            quality_threshold: 0.05, // Was 0.1; very permissive so early patterns survive
        }
    }
}

/// ReasoningBank for pattern storage and extraction
#[derive(Clone, Debug)]
pub struct ReasoningBank {
    /// Configuration
    config: PatternConfig,
    /// Stored trajectories
    trajectories: Vec<TrajectoryEntry>,
    /// Extracted patterns
    patterns: HashMap<u64, LearnedPattern>,
    /// Next pattern ID
    next_pattern_id: u64,
    /// Pattern index (embedding -> pattern_id)
    pattern_index: Vec<(Vec<f32>, u64)>,
}

/// Internal trajectory entry with embedding
#[derive(Clone, Debug)]
struct TrajectoryEntry {
    /// Trajectory embedding (query + avg activations)
    embedding: Vec<f32>,
    /// Quality score
    quality: f32,
    /// Cluster assignment
    cluster: Option<usize>,
    /// Original trajectory ID
    _trajectory_id: u64,
}

impl ReasoningBank {
    /// Create new ReasoningBank
    pub fn new(config: PatternConfig) -> Self {
        Self {
            config,
            trajectories: Vec::new(),
            patterns: HashMap::new(),
            next_pattern_id: 0,
            pattern_index: Vec::new(),
        }
    }

    /// Add trajectory to bank
    pub fn add_trajectory(&mut self, trajectory: &QueryTrajectory) {
        // Compute embedding from trajectory
        let embedding = self.compute_embedding(trajectory);

        let entry = TrajectoryEntry {
            embedding,
            quality: trajectory.final_quality,
            cluster: None,
            _trajectory_id: trajectory.id,
        };

        // Enforce capacity
        if self.trajectories.len() >= self.config.max_trajectories {
            // Remove oldest entries
            let to_remove = self.trajectories.len() - self.config.max_trajectories + 1;
            self.trajectories.drain(0..to_remove);
        }

        self.trajectories.push(entry);
    }

    /// Compute embedding from trajectory
    fn compute_embedding(&self, trajectory: &QueryTrajectory) -> Vec<f32> {
        let dim = self.config.embedding_dim;
        let mut embedding = vec![0.0f32; dim];

        // Start with query embedding
        let query_len = trajectory.query_embedding.len().min(dim);
        embedding[..query_len].copy_from_slice(&trajectory.query_embedding[..query_len]);

        // Average in step activations (weighted by reward)
        if !trajectory.steps.is_empty() {
            let mut total_reward = 0.0f32;

            for step in &trajectory.steps {
                let weight = step.reward.max(0.0);
                total_reward += weight;

                for (i, &act) in step.activations.iter().enumerate() {
                    if i < dim {
                        embedding[i] += act * weight;
                    }
                }
            }

            if total_reward > 0.0 {
                for e in &mut embedding {
                    *e /= total_reward + 1.0; // +1 for query contribution
                }
            }
        }

        // L2 normalize
        let norm: f32 = embedding.iter().map(|x| x * x).sum::<f32>().sqrt();
        if norm > 1e-8 {
            for e in &mut embedding {
                *e /= norm;
            }
        }

        embedding
    }

    /// Extract patterns using K-means++
    pub fn extract_patterns(&mut self) -> Vec<LearnedPattern> {
        if self.trajectories.is_empty() {
            return Vec::new();
        }

        let k = self.config.k_clusters.min(self.trajectories.len());
        if k == 0 {
            return Vec::new();
        }

        // K-means++ initialization
        let centroids = self.kmeans_plus_plus_init(k);

        // Run K-means
        let (final_centroids, assignments) = self.run_kmeans(centroids);

        // Create patterns from clusters
        let mut patterns = Vec::new();

        for (cluster_idx, centroid) in final_centroids.into_iter().enumerate() {
            // Collect cluster members
            let members: Vec<_> = self
                .trajectories
                .iter()
                .enumerate()
                .filter(|(i, _)| assignments.get(*i) == Some(&cluster_idx))
                .map(|(_, t)| t)
                .collect();

            if members.len() < self.config.min_cluster_size {
                continue;
            }

            // Compute cluster statistics
            let cluster_size = members.len();
            let total_weight: f32 = members.iter().map(|t| t.quality).sum();
            let avg_quality = total_weight / cluster_size as f32;

            if avg_quality < self.config.quality_threshold {
                continue;
            }

            let pattern_id = self.next_pattern_id;
            self.next_pattern_id += 1;

            let now = crate::time_compat::SystemTime::now()
                .duration_since_epoch()
                .as_secs();
            let pattern = LearnedPattern {
                id: pattern_id,
                centroid,
                cluster_size,
                total_weight,
                avg_quality,
                created_at: now,
                last_accessed: now,
                access_count: 0,
                pattern_type: PatternType::General,
            };

            self.patterns.insert(pattern_id, pattern.clone());
            self.pattern_index
                .push((pattern.centroid.clone(), pattern_id));
            patterns.push(pattern);
        }

        // Update trajectory cluster assignments
        for (i, cluster) in assignments.into_iter().enumerate() {
            if i < self.trajectories.len() {
                self.trajectories[i].cluster = Some(cluster);
            }
        }

        patterns
    }

    /// K-means++ initialization
    fn kmeans_plus_plus_init(&self, k: usize) -> Vec<Vec<f32>> {
        let mut centroids = Vec::with_capacity(k);
        let n = self.trajectories.len();

        if n == 0 || k == 0 {
            return centroids;
        }

        // First centroid: random (use deterministic selection for reproducibility)
        let first_idx = 0;
        centroids.push(self.trajectories[first_idx].embedding.clone());

        // Remaining centroids: D^2 weighting
        for _ in 1..k {
            // Compute distances to nearest centroid
            let mut distances: Vec<f32> = self
                .trajectories
                .iter()
                .map(|t| {
                    centroids
                        .iter()
                        .map(|c| self.squared_distance(&t.embedding, c))
                        .fold(f32::MAX, f32::min)
                })
                .collect();

            // Normalize to probabilities
            let total: f32 = distances.iter().sum();
            if total > 0.0 {
                for d in &mut distances {
                    *d /= total;
                }
            }

            // Select next centroid (deterministic: highest distance)
            // SECURITY FIX (H-004): Handle NaN values in partial_cmp safely
            let (next_idx, _) = distances
                .iter()
                .enumerate()
                .max_by(|a, b| a.1.partial_cmp(b.1).unwrap_or(std::cmp::Ordering::Equal))
                .unwrap_or((0, &0.0));

            centroids.push(self.trajectories[next_idx].embedding.clone());
        }

        centroids
    }

    /// Run K-means algorithm
    fn run_kmeans(&self, mut centroids: Vec<Vec<f32>>) -> (Vec<Vec<f32>>, Vec<usize>) {
        let n = self.trajectories.len();
        let k = centroids.len();
        let dim = self.config.embedding_dim;

        let mut assignments = vec![0usize; n];

        for _iter in 0..self.config.max_iterations {
            // Assign points to nearest centroid
            let mut changed = false;
            for (i, t) in self.trajectories.iter().enumerate() {
                // SECURITY FIX (H-004): Handle NaN values in partial_cmp safely
                let (nearest, _) = centroids
                    .iter()
                    .enumerate()
                    .map(|(j, c)| (j, self.squared_distance(&t.embedding, c)))
                    .min_by(|a, b| a.1.partial_cmp(&b.1).unwrap_or(std::cmp::Ordering::Equal))
                    .unwrap_or((0, 0.0));

                if assignments[i] != nearest {
                    assignments[i] = nearest;
                    changed = true;
                }
            }

            if !changed {
                break;
            }

            // Update centroids
            let mut new_centroids = vec![vec![0.0f32; dim]; k];
            let mut counts = vec![0usize; k];

            for (i, t) in self.trajectories.iter().enumerate() {
                let cluster = assignments[i];
                counts[cluster] += 1;
                for (j, &e) in t.embedding.iter().enumerate() {
                    new_centroids[cluster][j] += e;
                }
            }

            // Average and check convergence
            let mut max_shift = 0.0f32;
            for (i, new_c) in new_centroids.iter_mut().enumerate() {
                if counts[i] > 0 {
                    for e in new_c.iter_mut() {
                        *e /= counts[i] as f32;
                    }
                    let shift = self.squared_distance(new_c, &centroids[i]).sqrt();
                    max_shift = max_shift.max(shift);
                }
            }

            centroids = new_centroids;

            if max_shift < self.config.convergence_threshold {
                break;
            }
        }

        (centroids, assignments)
    }

    /// Squared Euclidean distance
    fn squared_distance(&self, a: &[f32], b: &[f32]) -> f32 {
        a.iter()
            .zip(b.iter())
            .map(|(&x, &y)| (x - y) * (x - y))
            .sum()
    }

    /// Find similar patterns
    pub fn find_similar(&self, query: &[f32], k: usize) -> Vec<&LearnedPattern> {
        let mut scored: Vec<_> = self
            .patterns
            .values()
            .map(|p| (p, p.similarity(query)))
            .collect();

        // Note: This already has the safe unwrap_or pattern for NaN handling
        scored.sort_by(|a, b| b.1.partial_cmp(&a.1).unwrap_or(std::cmp::Ordering::Equal));

        scored.into_iter().take(k).map(|(p, _)| p).collect()
    }

    /// Get pattern by ID
    pub fn get_pattern(&self, id: u64) -> Option<&LearnedPattern> {
        self.patterns.get(&id)
    }

    /// Get mutable pattern by ID
    pub fn get_pattern_mut(&mut self, id: u64) -> Option<&mut LearnedPattern> {
        self.patterns.get_mut(&id)
    }

    /// Get trajectory count
    pub fn trajectory_count(&self) -> usize {
        self.trajectories.len()
    }

    /// Get pattern count
    pub fn pattern_count(&self) -> usize {
        self.patterns.len()
    }

    /// Clear trajectories (keep patterns)
    pub fn clear_trajectories(&mut self) {
        self.trajectories.clear();
    }

    /// Prune low-quality patterns
    pub fn prune_patterns(&mut self, min_quality: f32, min_accesses: u32, max_age_secs: u64) {
        let to_remove: Vec<u64> = self
            .patterns
            .iter()
            .filter(|(_, p)| p.should_prune(min_quality, min_accesses, max_age_secs))
            .map(|(id, _)| *id)
            .collect();

        for id in to_remove {
            self.patterns.remove(&id);
        }

        // Update index
        self.pattern_index
            .retain(|(_, id)| self.patterns.contains_key(id));
    }

    /// Get current configuration (read-only)
    pub fn config(&self) -> &PatternConfig {
        &self.config
    }

    /// Dynamically adjust the quality threshold for pattern crystallization.
    /// Used by the self-optimization loop to adapt when patterns are not forming.
    pub fn set_quality_threshold(&mut self, threshold: f32) {
        self.config.quality_threshold = threshold.clamp(0.01, 1.0);
    }

    /// Get all patterns for export
    pub fn get_all_patterns(&self) -> Vec<LearnedPattern> {
        self.patterns.values().cloned().collect()
    }

    /// Insert a pattern directly (for state restoration, fixes #274)
    pub fn insert_pattern(&mut self, pattern: LearnedPattern) {
        let id = pattern.id;
        if id >= self.next_pattern_id {
            self.next_pattern_id = id + 1;
        }
        self.pattern_index.push((pattern.centroid.clone(), id));
        self.patterns.insert(id, pattern);
    }

    /// Set the minimum cluster size required for a cluster to become a pattern.
    ///
    /// Lower values allow patterns to crystallize from fewer trajectories.
    /// Default is 1 (was 2 before permissive tuning).
    pub fn set_min_trajectory_length(&mut self, n: usize) {
        self.config.min_cluster_size = n;
    }

    /// Set the minimum average quality a cluster must have to become a pattern.
    ///
    /// Lower values allow lower-quality patterns through.
    /// Default is 0.05 (was 0.1 before permissive tuning).
    pub fn set_min_pattern_quality(&mut self, q: f64) {
        self.config.quality_threshold = q as f32;
    }

    /// Consolidate similar patterns
    pub fn consolidate(&mut self, similarity_threshold: f32) {
        let pattern_ids: Vec<u64> = self.patterns.keys().copied().collect();
        let mut merged = Vec::new();

        for i in 0..pattern_ids.len() {
            for j in i + 1..pattern_ids.len() {
                let id1 = pattern_ids[i];
                let id2 = pattern_ids[j];

                if merged.contains(&id1) || merged.contains(&id2) {
                    continue;
                }

                if let (Some(p1), Some(p2)) = (self.patterns.get(&id1), self.patterns.get(&id2)) {
                    let sim = p1.similarity(&p2.centroid);
                    if sim > similarity_threshold {
                        // Merge p2 into p1
                        let merged_pattern = p1.merge(p2);
                        self.patterns.insert(id1, merged_pattern);
                        merged.push(id2);
                    }
                }
            }
        }

        // Remove merged patterns
        for id in merged {
            self.patterns.remove(&id);
        }

        // Update index
        self.pattern_index
            .retain(|(_, id)| self.patterns.contains_key(id));
    }
}

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

    fn make_trajectory(id: u64, embedding: Vec<f32>, quality: f32) -> QueryTrajectory {
        let mut t = QueryTrajectory::new(id, embedding);
        t.finalize(quality, 1000);
        t
    }

    #[test]
    fn test_bank_creation() {
        let bank = ReasoningBank::new(PatternConfig::default());
        assert_eq!(bank.trajectory_count(), 0);
        assert_eq!(bank.pattern_count(), 0);
    }

    #[test]
    fn test_add_trajectory() {
        let config = PatternConfig {
            embedding_dim: 4,
            ..Default::default()
        };
        let mut bank = ReasoningBank::new(config);

        let t = make_trajectory(1, vec![0.1, 0.2, 0.3, 0.4], 0.8);
        bank.add_trajectory(&t);

        assert_eq!(bank.trajectory_count(), 1);
    }

    #[test]
    fn test_extract_patterns() {
        let config = PatternConfig {
            embedding_dim: 4,
            k_clusters: 2,
            min_cluster_size: 2,
            quality_threshold: 0.0,
            ..Default::default()
        };
        let mut bank = ReasoningBank::new(config);

        // Add clustered trajectories
        for i in 0..5 {
            let t = make_trajectory(i, vec![1.0, 0.0, 0.0, 0.0], 0.8);
            bank.add_trajectory(&t);
        }
        for i in 5..10 {
            let t = make_trajectory(i, vec![0.0, 1.0, 0.0, 0.0], 0.7);
            bank.add_trajectory(&t);
        }

        let patterns = bank.extract_patterns();
        assert!(!patterns.is_empty());
    }

    #[test]
    fn test_find_similar() {
        let config = PatternConfig {
            embedding_dim: 4,
            k_clusters: 2,
            min_cluster_size: 2,
            quality_threshold: 0.0,
            ..Default::default()
        };
        let mut bank = ReasoningBank::new(config);

        for i in 0..10 {
            let emb = if i < 5 {
                vec![1.0, 0.0, 0.0, 0.0]
            } else {
                vec![0.0, 1.0, 0.0, 0.0]
            };
            bank.add_trajectory(&make_trajectory(i, emb, 0.8));
        }

        bank.extract_patterns();

        let query = vec![0.9, 0.1, 0.0, 0.0];
        let similar = bank.find_similar(&query, 1);
        assert!(!similar.is_empty());
    }

    #[test]
    fn test_consolidate() {
        let config = PatternConfig {
            embedding_dim: 4,
            k_clusters: 3,
            min_cluster_size: 1,
            quality_threshold: 0.0,
            ..Default::default()
        };
        let mut bank = ReasoningBank::new(config);

        // Create very similar trajectories
        for i in 0..9 {
            let emb = vec![1.0 + (i as f32 * 0.001), 0.0, 0.0, 0.0];
            bank.add_trajectory(&make_trajectory(i, emb, 0.8));
        }

        bank.extract_patterns();
        let before = bank.pattern_count();

        bank.consolidate(0.99);
        let after = bank.pattern_count();

        assert!(after <= before);
    }
}