trustformers-mobile 0.1.1

Mobile deployment support for TrustformeRS (iOS, Android)
Documentation
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//! Federated training management and orchestration
//!
//! This module implements federated training coordination, round management,
//! convergence monitoring, and training state management for distributed
//! machine learning across multiple participants.

use serde::{Deserialize, Serialize};
use std::collections::HashMap;
use crate::federated_learning_v2_backup::types::*;
use trustformers_core::{Result, CoreError, Tensor};

/// Federated training configuration
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct FederatedTrainingConfig {
    /// Number of training rounds
    pub num_rounds: u32,
    /// Minimum participants per round
    pub min_participants_per_round: u32,
    /// Maximum participants per round
    pub max_participants_per_round: u32,
    /// Participant selection strategy
    pub participant_selection: ParticipantSelectionStrategy,
    /// Model averaging strategy
    pub model_averaging: ModelAveragingStrategy,
    /// Convergence criteria
    pub convergence_criteria: ConvergenceCriteria,
    /// Early stopping configuration
    pub early_stopping: EarlyStoppingConfig,
    /// Round timeout in seconds
    pub round_timeout_seconds: u64,
    /// Model validation frequency
    pub validation_frequency: u32,
    /// Checkpoint frequency
    pub checkpoint_frequency: u32,
}

/// Participant selection strategies
#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)]
pub enum ParticipantSelectionStrategy {
    /// Random selection
    Random,
    /// Round-robin selection
    RoundRobin,
    /// Based on data quality
    DataQuality,
    /// Based on device capabilities
    DeviceCapabilities,
    /// Based on trust scores
    TrustBased,
    /// Hybrid approach
    Hybrid,
}

/// Model averaging strategies
#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)]
pub enum ModelAveragingStrategy {
    /// Simple federated averaging (FedAvg)
    FedAvg,
    /// Weighted federated averaging
    WeightedFedAvg,
    /// Federated proximal (FedProx)
    FedProx,
    /// Scaffold algorithm
    Scaffold,
    /// FedNova
    FedNova,
    /// Adaptive federated optimization
    AdaptiveFedOpt,
}

/// Convergence criteria
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct ConvergenceCriteria {
    /// Target accuracy threshold
    pub target_accuracy: f64,
    /// Loss improvement threshold
    pub loss_improvement_threshold: f64,
    /// Minimum improvement rounds
    pub min_improvement_rounds: u32,
    /// Maximum rounds without improvement
    pub max_rounds_without_improvement: u32,
    /// Gradient norm threshold
    pub gradient_norm_threshold: f64,
}

/// Early stopping configuration
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct EarlyStoppingConfig {
    /// Early stopping enabled
    pub enabled: bool,
    /// Patience (rounds without improvement)
    pub patience: u32,
    /// Minimum delta for improvement
    pub min_delta: f64,
    /// Monitor metric
    pub monitor_metric: MonitorMetric,
    /// Improvement mode
    pub mode: ImprovementMode,
}

/// Metrics to monitor for early stopping
#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)]
pub enum MonitorMetric {
    /// Validation loss
    ValidationLoss,
    /// Validation accuracy
    ValidationAccuracy,
    /// Training loss
    TrainingLoss,
    /// Model stability
    ModelStability,
}

/// Improvement modes for early stopping
#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)]
pub enum ImprovementMode {
    /// Monitor for minimum (loss)
    Min,
    /// Monitor for maximum (accuracy)
    Max,
    /// Auto-detect based on metric
    Auto,
}

/// Federated training state
#[derive(Debug, Clone)]
pub struct FederatedTrainingState {
    /// Current training round
    pub current_round: u32,
    /// Global model state
    pub global_model: Option<Tensor>,
    /// Round statistics
    pub round_statistics: Vec<RoundStatistics>,
    /// Convergence metrics
    pub convergence_metrics: ConvergenceMetrics,
    /// Training progress
    pub training_progress: TrainingProgress,
}

/// Training coordinator for federated learning
#[derive(Debug)]
pub struct FederatedTrainingCoordinator {
    config: FederatedTrainingConfig,
    training_state: FederatedTrainingState,
    participant_pool: HashMap<String, ParticipantInfo>,
    selected_participants: Vec<String>,
    round_start_time: Option<u64>,
    best_model: Option<Tensor>,
    best_metric_value: f64,
    rounds_without_improvement: u32,
}

impl FederatedTrainingCoordinator {
    /// Create a new federated training coordinator
    pub fn new(config: FederatedTrainingConfig) -> Self {
        Self {
            config,
            training_state: FederatedTrainingState::default(),
            participant_pool: HashMap::new(),
            selected_participants: Vec::new(),
            round_start_time: None,
            best_model: None,
            best_metric_value: 0.0,
            rounds_without_improvement: 0,
        }
    }

    /// Add participant to the pool
    pub fn add_participant(&mut self, participant: ParticipantInfo) -> Result<()> {
        self.participant_pool.insert(participant.id.clone(), participant);
        Ok(())
    }

    /// Remove participant from the pool
    pub fn remove_participant(&mut self, participant_id: &str) -> Result<()> {
        self.participant_pool.remove(participant_id);
        self.selected_participants.retain(|id| id != participant_id);
        Ok(())
    }

    /// Start a new training round
    pub fn start_round(&mut self) -> Result<Vec<String>> {
        if self.training_state.current_round >= self.config.num_rounds {
            return Err(TrustformersError::InvalidConfiguration("Maximum rounds reached".to_string()).into());
        }

        // Check convergence before starting new round
        if self.check_convergence()? {
            self.training_state.training_progress = TrainingProgress::Converged;
            return Ok(Vec::new().into());
        }

        // Check early stopping
        if self.should_stop_early()? {
            self.training_state.training_progress = TrainingProgress::Stopped;
            return Ok(Vec::new());
        }

        // Select participants for this round
        self.selected_participants = self.select_participants()?;

        if self.selected_participants.len() < self.config.min_participants_per_round as usize {
            return Err(TrustformersError::InvalidConfiguration("Insufficient participants for round".to_string()).into());
        }

        self.training_state.current_round += 1;
        self.training_state.training_progress = TrainingProgress::Training;
        self.round_start_time = Some(self.get_current_timestamp().into());

        Ok(self.selected_participants.clone())
    }

    /// Complete a training round with participant updates
    pub fn complete_round(&mut self, participant_updates: HashMap<String, Tensor>) -> Result<Tensor> {
        if participant_updates.is_empty() {
            return Err(TrustformersError::InvalidConfiguration("No participant updates received".to_string()).into());
        }

        // Aggregate participant updates
        let aggregated_model = self.aggregate_updates(participant_updates)?;

        // Update global model
        self.training_state.global_model = Some(aggregated_model.clone().into());

        // Compute round statistics
        let round_duration = self.round_start_time
            .map(|start| self.get_current_timestamp() - start)
            .unwrap_or(0);

        let round_stats = RoundStatistics {
            round: self.training_state.current_round,
            participants: self.selected_participants.len() as u32,
            duration_seconds: round_duration,
            avg_update_quality: 0.8, // Simplified
            communication_overhead_mb: 10.0, // Simplified
            privacy_budget_consumed: 0.1, // Simplified
        };

        self.training_state.round_statistics.push(round_stats);

        // Update convergence metrics
        self.update_convergence_metrics(&aggregated_model)?;

        // Check for improvement
        self.check_improvement()?;

        // Reset round timer
        self.round_start_time = None;

        Ok(aggregated_model)
    }

    /// Select participants for the current round
    fn select_participants(&self) -> Result<Vec<String>> {
        let available_participants: Vec<_> = self.participant_pool.keys().cloned().collect();

        if available_participants.len() < self.config.min_participants_per_round as usize {
            return Err(TrustformersError::InvalidConfiguration("Insufficient available participants".to_string()).into());
        }

        let num_to_select = (self.config.max_participants_per_round as usize)
            .min(available_participants.len().into());

        let selected = match self.config.participant_selection {
            ParticipantSelectionStrategy::Random => {
                self.select_random_participants(&available_participants, num_to_select)
            }
            ParticipantSelectionStrategy::RoundRobin => {
                self.select_round_robin_participants(&available_participants, num_to_select)
            }
            ParticipantSelectionStrategy::DataQuality => {
                self.select_by_data_quality(&available_participants, num_to_select)
            }
            ParticipantSelectionStrategy::DeviceCapabilities => {
                self.select_by_device_capabilities(&available_participants, num_to_select)
            }
            ParticipantSelectionStrategy::TrustBased => {
                self.select_by_trust_scores(&available_participants, num_to_select)
            }
            ParticipantSelectionStrategy::Hybrid => {
                self.select_hybrid(&available_participants, num_to_select)
            }
        };

        Ok(selected)
    }

    /// Random participant selection
    fn select_random_participants(&self, participants: &[String], num_to_select: usize) -> Vec<String> {
        // Simplified random selection (use proper RNG in practice)
        participants.iter().take(num_to_select).cloned().collect()
    }

    /// Round-robin participant selection
    fn select_round_robin_participants(&self, participants: &[String], num_to_select: usize) -> Vec<String> {
        let start_index = (self.training_state.current_round as usize) % participants.len();
        let mut selected = Vec::new();

        for i in 0..num_to_select {
            let index = (start_index + i) % participants.len();
            selected.push(participants[index].clone());
        }

        selected
    }

    /// Select participants by data quality
    fn select_by_data_quality(&self, participants: &[String], num_to_select: usize) -> Vec<String> {
        // Simplified selection based on participation history
        let mut scored_participants: Vec<_> = participants
            .iter()
            .map(|id| {
                let participant = &self.participant_pool[id];
                let quality_score = if participant.participation_history.is_empty() {
                    0.5
                } else {
                    participant.participation_history.iter()
                        .map(|record| record.update_quality)
                        .sum::<f64>() / participant.participation_history.len() as f64
                };
                (id.clone(), quality_score)
            })
            .collect();

        scored_participants.sort_by(|a, b| b.1.partial_cmp(&a.1).unwrap_or(std::cmp::Ordering::Equal));
        scored_participants.into_iter().take(num_to_select).map(|(id, _)| id).collect()
    }

    /// Select participants by device capabilities
    fn select_by_device_capabilities(&self, participants: &[String], num_to_select: usize) -> Vec<String> {
        let mut scored_participants: Vec<_> = participants
            .iter()
            .map(|id| {
                let participant = &self.participant_pool[id];
                let capability_score = match participant.device_capabilities.compute_capability {
                    ComputeCapability::VeryHigh => 4.0,
                    ComputeCapability::High => 3.0,
                    ComputeCapability::Medium => 2.0,
                    ComputeCapability::Low => 1.0,
                };
                (id.clone(), capability_score)
            })
            .collect();

        scored_participants.sort_by(|a, b| b.1.partial_cmp(&a.1).unwrap_or(std::cmp::Ordering::Equal));
        scored_participants.into_iter().take(num_to_select).map(|(id, _)| id).collect()
    }

    /// Select participants by trust scores
    fn select_by_trust_scores(&self, participants: &[String], num_to_select: usize) -> Vec<String> {
        let mut scored_participants: Vec<_> = participants
            .iter()
            .map(|id| {
                let participant = &self.participant_pool[id];
                (id.clone(), participant.trust_score)
            })
            .collect();

        scored_participants.sort_by(|a, b| b.1.partial_cmp(&a.1).unwrap_or(std::cmp::Ordering::Equal));
        scored_participants.into_iter().take(num_to_select).map(|(id, _)| id).collect()
    }

    /// Hybrid participant selection
    fn select_hybrid(&self, participants: &[String], num_to_select: usize) -> Vec<String> {
        // Combine multiple factors
        let mut scored_participants: Vec<_> = participants
            .iter()
            .map(|id| {
                let participant = &self.participant_pool[id];

                let quality_score = if participant.participation_history.is_empty() {
                    0.5
                } else {
                    participant.participation_history.iter()
                        .map(|record| record.update_quality)
                        .sum::<f64>() / participant.participation_history.len() as f64
                };

                let capability_score = match participant.device_capabilities.compute_capability {
                    ComputeCapability::VeryHigh => 1.0,
                    ComputeCapability::High => 0.8,
                    ComputeCapability::Medium => 0.6,
                    ComputeCapability::Low => 0.4,
                };

                let combined_score = 0.4 * participant.trust_score + 0.3 * quality_score + 0.3 * capability_score;
                (id.clone(), combined_score)
            })
            .collect();

        scored_participants.sort_by(|a, b| b.1.partial_cmp(&a.1).unwrap_or(std::cmp::Ordering::Equal));
        scored_participants.into_iter().take(num_to_select).map(|(id, _)| id).collect()
    }

    /// Aggregate participant updates
    fn aggregate_updates(&self, updates: HashMap<String, Tensor>) -> Result<Tensor> {
        if updates.is_empty() {
            return Err(TrustformersError::InvalidConfiguration("No updates to aggregate".to_string()).into());
        }

        match self.config.model_averaging {
            ModelAveragingStrategy::FedAvg => self.federated_averaging(&updates),
            ModelAveragingStrategy::WeightedFedAvg => self.weighted_federated_averaging(&updates),
            ModelAveragingStrategy::FedProx => self.federated_proximal(&updates),
            ModelAveragingStrategy::Scaffold => self.scaffold_aggregation(&updates),
            ModelAveragingStrategy::FedNova => self.fed_nova_aggregation(&updates),
            ModelAveragingStrategy::AdaptiveFedOpt => self.adaptive_fed_opt(&updates),
        }
    }

    /// Simple federated averaging
    fn federated_averaging(&self, updates: &HashMap<String, Tensor>) -> Result<Tensor> {
        let first_update = updates.values().next()
            .ok_or_else(|| TrustformersError::other("No updates provided".to_string()))?;
        let mut aggregated_data = vec![0.0f32; first_update.data()?.len()];

        for update in updates.values() {
            let data = update.data()?;
            for (i, &value) in data.iter().enumerate() {
                aggregated_data[i] += value;
            }
        }

        // Average the updates
        let num_updates = updates.len() as f32;
        for value in &mut aggregated_data {
            *value /= num_updates;
        }

        Tensor::from_vec(aggregated_data, first_update.shape())
    }

    /// Weighted federated averaging
    fn weighted_federated_averaging(&self, updates: &HashMap<String, Tensor>) -> Result<Tensor> {
        let first_update = updates.values().next()
            .ok_or_else(|| TrustformersError::other("No updates provided".to_string()))?;
        let mut aggregated_data = vec![0.0f32; first_update.data()?.len()];
        let mut total_weight = 0.0;

        for (participant_id, update) in updates {
            let participant = &self.participant_pool[participant_id];
            let weight = participant.trust_score; // Use trust score as weight
            total_weight += weight;

            let data = update.data()?;
            for (i, &value) in data.iter().enumerate() {
                aggregated_data[i] += value * weight as f32;
            }
        }

        // Normalize by total weight
        if total_weight > 0.0 {
            for value in &mut aggregated_data {
                *value /= total_weight as f32;
            }
        }

        Tensor::from_vec(aggregated_data, first_update.shape())
    }

    /// FedProx aggregation (simplified)
    fn federated_proximal(&self, updates: &HashMap<String, Tensor>) -> Result<Tensor> {
        // Simplified FedProx (proper implementation requires proximal term)
        self.federated_averaging(updates)
    }

    /// Scaffold aggregation (simplified)
    fn scaffold_aggregation(&self, updates: &HashMap<String, Tensor>) -> Result<Tensor> {
        // Simplified Scaffold (proper implementation requires control variates)
        self.federated_averaging(updates)
    }

    /// FedNova aggregation (simplified)
    fn fed_nova_aggregation(&self, updates: &HashMap<String, Tensor>) -> Result<Tensor> {
        // Simplified FedNova (proper implementation requires normalized averaging)
        self.weighted_federated_averaging(updates)
    }

    /// Adaptive federated optimization (simplified)
    fn adaptive_fed_opt(&self, updates: &HashMap<String, Tensor>) -> Result<Tensor> {
        // Simplified adaptive aggregation
        self.weighted_federated_averaging(updates)
    }

    /// Update convergence metrics
    fn update_convergence_metrics(&mut self, model: &Tensor) -> Result<()> {
        // Simplified convergence metrics computation
        let data = model.data()?;
        let gradient_norm: f64 = data.iter().map(|&x| (x as f64).powi(2)).sum::<f64>().sqrt();

        self.training_state.convergence_metrics.gradient_norm = gradient_norm;
        self.training_state.convergence_metrics.current_loss = gradient_norm; // Simplified
        self.training_state.convergence_metrics.current_accuracy = (1.0 / (1.0 + gradient_norm)).min(1.0); // Simplified

        if self.training_state.convergence_metrics.current_accuracy > self.training_state.convergence_metrics.best_accuracy {
            self.training_state.convergence_metrics.best_accuracy = self.training_state.convergence_metrics.current_accuracy;
        }

        Ok(())
    }

    /// Check convergence criteria
    fn check_convergence(&self) -> Result<bool> {
        let metrics = &self.training_state.convergence_metrics;

        // Check target accuracy
        if metrics.current_accuracy >= self.config.convergence_criteria.target_accuracy {
            return Ok(true);
        }

        // Check gradient norm
        if metrics.gradient_norm <= self.config.convergence_criteria.gradient_norm_threshold {
            return Ok(true);
        }

        // Check loss improvement
        if self.rounds_without_improvement >= self.config.convergence_criteria.max_rounds_without_improvement {
            return Ok(true);
        }

        Ok(false)
    }

    /// Check for improvement and update tracking
    fn check_improvement(&mut self) -> Result<()> {
        let current_metric = match self.config.early_stopping.monitor_metric {
            MonitorMetric::ValidationAccuracy => self.training_state.convergence_metrics.current_accuracy,
            MonitorMetric::ValidationLoss => -self.training_state.convergence_metrics.current_loss, // Negative for improvement
            MonitorMetric::TrainingLoss => -self.training_state.convergence_metrics.current_loss,
            MonitorMetric::ModelStability => self.training_state.convergence_metrics.stability_score,
        };

        let improvement = match self.config.early_stopping.mode {
            ImprovementMode::Max => current_metric > self.best_metric_value + self.config.early_stopping.min_delta,
            ImprovementMode::Min => current_metric < self.best_metric_value - self.config.early_stopping.min_delta,
            ImprovementMode::Auto => {
                match self.config.early_stopping.monitor_metric {
                    MonitorMetric::ValidationAccuracy => current_metric > self.best_metric_value + self.config.early_stopping.min_delta,
                    _ => current_metric < self.best_metric_value - self.config.early_stopping.min_delta,
                }
            }
        };

        if improvement {
            self.best_metric_value = current_metric;
            self.rounds_without_improvement = 0;
            if let Some(model) = &self.training_state.global_model {
                self.best_model = Some(model.clone().into());
            }
        } else {
            self.rounds_without_improvement += 1;
        }

        Ok(())
    }

    /// Check if early stopping should be triggered
    fn should_stop_early(&self) -> Result<bool> {
        if !self.config.early_stopping.enabled {
            return Ok(false);
        }

        Ok(self.rounds_without_improvement >= self.config.early_stopping.patience)
    }

    /// Get current training state
    pub fn get_training_state(&self) -> &FederatedTrainingState {
        &self.training_state
    }

    /// Get best model
    pub fn get_best_model(&self) -> Option<&Tensor> {
        self.best_model.as_ref()
    }

    /// Get current timestamp
    fn get_current_timestamp(&self) -> u64 {
        std::time::SystemTime::now()
            .duration_since(std::time::UNIX_EPOCH)
            .unwrap_or_default()
            .as_secs()
    }
}

impl Default for FederatedTrainingConfig {
    fn default() -> Self {
        Self {
            num_rounds: 100,
            min_participants_per_round: 2,
            max_participants_per_round: 100,
            participant_selection: ParticipantSelectionStrategy::Hybrid,
            model_averaging: ModelAveragingStrategy::WeightedFedAvg,
            convergence_criteria: ConvergenceCriteria::default(),
            early_stopping: EarlyStoppingConfig::default(),
            round_timeout_seconds: 3600,
            validation_frequency: 5,
            checkpoint_frequency: 10,
        }
    }
}

impl Default for ConvergenceCriteria {
    fn default() -> Self {
        Self {
            target_accuracy: 0.95,
            loss_improvement_threshold: 0.001,
            min_improvement_rounds: 5,
            max_rounds_without_improvement: 20,
            gradient_norm_threshold: 0.01,
        }
    }
}

impl Default for EarlyStoppingConfig {
    fn default() -> Self {
        Self {
            enabled: true,
            patience: 10,
            min_delta: 0.001,
            monitor_metric: MonitorMetric::ValidationAccuracy,
            mode: ImprovementMode::Auto,
        }
    }
}

impl Default for FederatedTrainingState {
    fn default() -> Self {
        Self {
            current_round: 0,
            global_model: None,
            round_statistics: Vec::new(),
            convergence_metrics: ConvergenceMetrics {
                current_accuracy: 0.0,
                best_accuracy: 0.0,
                current_loss: f64::INFINITY,
                loss_reduction_rate: 0.0,
                gradient_norm: 0.0,
                stability_score: 0.0,
            },
            training_progress: TrainingProgress::Initializing,
        }
    }
}