perf(agent): persistent incremental BM25 index; no store rewrite per query

hybrid_search rebuilt the BM25 index from scratch (re-tokenising every record)
and rewrote the whole .h5 file on every single query, so a query cost O(store
size) in both CPU and disk I/O. Steady-state p50 per the search harness:
5.5 -> 0.24 ms (1K), 49 -> 2.1 ms (10K), 884 -> 23 ms (100K).

- BM25Index is incremental: add_document / remove_document keep it exactly
  equivalent to a fresh build over the same live documents (property test: 60
  random op sequences compared against BM25Index::build after every step). IDF
  moves to query time since it depends on the live document count. Top-k uses
  a bounded heap, ties break by doc id (results were HashMap-ordered), and the
  "WAND" code that computed a bound and then discarded it is removed.
- HDF5Memory keeps one index for its lifetime, built lazily. Appends are
  picked up by ensure_bm25_fresh whatever path added them; delete and in-place
  update report themselves; compaction drops the index. A test drives every
  mutation and compares against a fresh build.
- A query no longer calls flush(). Activation boosts are marked dirty and
  persisted by the next checkpoint, including a best-effort one on drop so a
  search-only session keeps them (approved behaviour change). Activation
  weights are capped at 16.0; they previously grew without bound.

The archived mission branch's BM25 cache was reviewed and not used: it was
invalidated by every write, so interleaved save/search still rebuilt per
query, and it changed the default fusion weights.

Co-Authored-By: Claude Fable 5.1 <[email protected]>
This commit is contained in:
osobh
2026-09-19 07:51:21 -07:00
co-authored by Claude Fable 5.1
parent 61424d1418
commit 2bfbb7fb4b
5 changed files with 427 additions and 118 deletions
+217 -113
View File
@@ -3,10 +3,15 @@
//! Provides a standard BM25 (Okapi BM25) implementation with an in-memory
//! inverted index. Tombstoned documents are excluded from indexing and search.
//!
//! Optimizations:
//! - Cached IDF scores (don't recompute per query)
//! - Sorted posting lists by doc_id for cache-friendly access
//! - Block-Max WAND early termination
//! The index is **incremental**: [`BM25Index::add_document`] and
//! [`BM25Index::remove_document`] keep it exactly equivalent to one built from
//! scratch over the same live documents, so a store can maintain one index for
//! its lifetime instead of re-tokenising the whole corpus per query. To make
//! that possible IDF is computed at query time (it depends on the live
//! document count) rather than cached at build time.
//!
//! - Posting lists sorted by doc id
//! - Bounded-heap top-k; results ordered by score, then doc id (deterministic)
use std::cmp::Reverse;
use std::collections::{BinaryHeap, HashMap};
@@ -41,10 +46,11 @@ const DEFAULT_B: f32 = 0.75;
pub struct BM25Index {
/// Inverted index: token -> sorted list of (doc_id, term_frequency).
inverted: HashMap<String, Vec<(usize, u32)>>,
/// Cached IDF scores per token.
idf_cache: HashMap<String, f32>,
/// Number of tokens in each document (0 for tombstoned docs).
doc_lengths: Vec<u32>,
/// Sum of `doc_lengths` over live documents (keeps `avg_dl` exact under
/// incremental updates).
total_length: u64,
/// Average document length across non-tombstoned docs.
avg_dl: f32,
/// Number of non-tombstoned documents.
@@ -60,8 +66,8 @@ impl BM25Index {
pub fn build(documents: &[String], tombstones: &[u8]) -> Self {
let mut index = Self {
inverted: HashMap::new(),
idf_cache: HashMap::new(),
doc_lengths: vec![0; documents.len()],
total_length: 0,
avg_dl: 0.0,
num_docs: 0,
k1: DEFAULT_K1,
@@ -81,103 +87,135 @@ impl BM25Index {
return Vec::new();
}
let tokens = tokenize(query);
if tokens.is_empty() {
return Vec::new();
}
// Collect posting lists and cached IDF scores for query tokens
type QueryTerm<'a> = (&'a str, f32, &'a [(usize, u32)]);
let mut query_terms: Vec<QueryTerm<'_>> = Vec::new();
for token in &tokens {
if let (Some(postings), Some(&idf)) = (
self.inverted.get(token.as_str()),
self.idf_cache.get(token.as_str()),
) {
query_terms.push((token, idf, postings));
}
}
if query_terms.is_empty() {
return Vec::new();
}
// Accumulate BM25 scores per document using WAND-style scoring
// Term-at-a-time accumulation. IDF is computed here rather than cached
// at build time: it depends on the live document count, which changes
// with every incremental add/remove, and costs one `ln` per query term.
let mut scores: HashMap<usize, f32> = HashMap::new();
// Compute maximum possible contribution per term for WAND
let max_tf_score: Vec<f32> = query_terms
.iter()
.map(|(_, idf, _)| {
// Upper bound: max TF contribution when tf is high and dl is short
let max_tf_num = 10.0 * (self.k1 + 1.0);
let max_tf_den = 10.0 + self.k1 * (1.0 - self.b);
idf * max_tf_num / max_tf_den
})
.collect();
let total_max_contribution: f32 = max_tf_score.iter().sum();
// Threshold for WAND early termination. `top_k_heap` is a min-heap of
// size k (worst-of-the-top-k at the head) so it can be maintained in
// O(log k) per update instead of re-sorting the whole buffer.
let mut threshold = 0.0f32;
let mut top_k_heap: BinaryHeap<Reverse<HeapScore>> = BinaryHeap::with_capacity(k);
for (term_idx, (_, idf, postings)) in query_terms.iter().enumerate() {
for &(doc_id, freq) in *postings {
for token in tokenize(query) {
let Some(postings) = self.inverted.get(token.as_str()) else {
continue;
};
let df = postings.len() as f32;
let idf = ((self.num_docs as f32 - df + 0.5) / (df + 0.5) + 1.0).ln();
for &(doc_id, freq) in postings {
let dl = self.doc_lengths[doc_id] as f32;
let freq_f = freq as f32;
let tf = (freq_f * (self.k1 + 1.0))
/ (freq_f + self.k1 * (1.0 - self.b + self.b * dl / self.avg_dl));
let contribution = idf * tf;
let entry = scores.entry(doc_id).or_insert(0.0);
*entry += contribution;
// WAND check: if this doc's current partial score + remaining
// max terms can't beat threshold, we can skip (but we still
// accumulate since we process term-at-a-time)
if term_idx == query_terms.len() - 1 {
// Last term: check if this doc beats threshold
let final_score = *entry;
if top_k_heap.len() >= k {
if final_score > threshold {
// Replace the current worst-of-top-k.
top_k_heap.pop();
top_k_heap.push(Reverse(HeapScore(final_score)));
threshold = top_k_heap.peek().map(|Reverse(s)| s.0).unwrap_or(0.0);
}
} else {
top_k_heap.push(Reverse(HeapScore(final_score)));
if top_k_heap.len() == k {
threshold = top_k_heap.peek().map(|Reverse(s)| s.0).unwrap_or(0.0);
}
}
}
}
// After processing each term, check if remaining terms can
// possibly produce results above threshold
let remaining_max: f32 = max_tf_score[term_idx + 1..].iter().sum();
if remaining_max < threshold && total_max_contribution > 0.0 {
// Early termination: remaining terms can't produce new top-k
// entries on their own. But existing partial scores may still
// be updated, so we continue (WAND is approximate here).
let _ = remaining_max; // hint to compiler
*scores.entry(doc_id).or_insert(0.0) += idf * tf;
}
}
let mut results: Vec<(usize, f32)> = scores.into_iter().collect();
results.sort_by(|a, b| b.1.partial_cmp(&a.1).unwrap_or(std::cmp::Ordering::Equal));
results.truncate(k);
// Top-k with a bounded min-heap: O(matches * log k) instead of sorting
// every match. Ties break towards the lower doc id so results are
// deterministic (the accumulator is a HashMap).
let mut heap: BinaryHeap<Reverse<(HeapScore, Reverse<usize>)>> =
BinaryHeap::with_capacity(k + 1);
for (doc_id, score) in scores {
heap.push(Reverse((HeapScore(score), Reverse(doc_id))));
if heap.len() > k {
heap.pop();
}
}
let mut results: Vec<(usize, f32)> = heap
.into_iter()
.map(|Reverse((HeapScore(score), Reverse(doc_id)))| (doc_id, score))
.collect();
results.sort_by(|a, b| b.1.total_cmp(&a.1).then(a.0.cmp(&b.0)));
results
}
/// Number of document slots (live or not) the index covers. Ids are
/// positions in the document list it mirrors.
pub fn len(&self) -> usize {
self.doc_lengths.len()
}
/// `true` when the index covers no document slots.
pub fn is_empty(&self) -> bool {
self.doc_lengths.is_empty()
}
/// Index `text` as document `doc_id`, which must be the next free id
/// (`self.len()`) or an existing slot that is currently empty (removed or
/// tombstoned). After any sequence of `add_document` / `remove_document`
/// calls the index scores exactly as one freshly built from the same live
/// documents.
pub fn add_document(&mut self, doc_id: usize, text: &str) {
if doc_id >= self.doc_lengths.len() {
self.doc_lengths.resize(doc_id + 1, 0);
}
debug_assert_eq!(self.doc_lengths[doc_id], 0, "slot {doc_id} is occupied");
let tokens = tokenize(text);
let mut term_freqs: HashMap<&str, u32> = HashMap::new();
for token in &tokens {
*term_freqs.entry(token).or_insert(0) += 1;
}
for (token, freq) in term_freqs {
let postings = self.inverted.entry(token.to_string()).or_default();
// Posting lists stay sorted by doc id; appends are the common case.
match postings.last() {
Some(&(last, _)) if last >= doc_id => {
let at = postings.partition_point(|&(id, _)| id < doc_id);
postings.insert(at, (doc_id, freq));
}
_ => postings.push((doc_id, freq)),
}
}
self.doc_lengths[doc_id] = tokens.len() as u32;
self.total_length += tokens.len() as u64;
self.num_docs += 1;
self.refresh_avg_dl();
}
/// Extend the index to cover `len` document slots, leaving new ones empty.
/// Used for slots that hold no live document (tombstoned records).
pub fn pad_to(&mut self, len: usize) {
if len > self.doc_lengths.len() {
self.doc_lengths.resize(len, 0);
}
}
/// Remove document `doc_id`, whose indexed text was `text`. The text is
/// needed to find its postings; pass exactly what was added.
pub fn remove_document(&mut self, doc_id: usize, text: &str) {
let tokens = tokenize(text);
let mut seen: std::collections::HashSet<&str> = std::collections::HashSet::new();
for token in &tokens {
if !seen.insert(token) {
continue;
}
if let Some(postings) = self.inverted.get_mut(token.as_str()) {
if let Ok(at) = postings.binary_search_by_key(&doc_id, |&(id, _)| id) {
postings.remove(at);
}
if postings.is_empty() {
self.inverted.remove(token.as_str());
}
}
}
if let Some(len) = self.doc_lengths.get_mut(doc_id) {
self.total_length = self.total_length.saturating_sub(u64::from(*len));
*len = 0;
}
self.num_docs = self.num_docs.saturating_sub(1);
self.refresh_avg_dl();
}
fn refresh_avg_dl(&mut self) {
self.avg_dl = if self.num_docs > 0 {
self.total_length as f32 / self.num_docs as f32
} else {
0.0
};
}
/// Rebuild the index from scratch (e.g., after compaction).
pub fn rebuild(&mut self, documents: &[String], tombstones: &[u8]) {
self.inverted.clear();
self.idf_cache.clear();
self.doc_lengths = vec![0; documents.len()];
self.total_length = 0;
self.avg_dl = 0.0;
self.num_docs = 0;
self.index_documents(documents, tombstones);
@@ -214,23 +252,13 @@ impl BM25Index {
}
self.num_docs = count;
self.avg_dl = if count > 0 {
total_length as f32 / count as f32
} else {
0.0
};
self.total_length = total_length;
self.refresh_avg_dl();
// Sort posting lists by doc_id for cache-friendly access
for postings in self.inverted.values_mut() {
postings.sort_by_key(|&(doc_id, _)| doc_id);
}
// Pre-compute and cache IDF scores
for (token, postings) in &self.inverted {
let df = postings.len() as f32;
let idf = ((self.num_docs as f32 - df + 0.5) / (df + 0.5) + 1.0).ln();
self.idf_cache.insert(token.clone(), idf);
}
}
}
@@ -386,24 +414,21 @@ mod tests {
}
#[test]
fn cached_idf_consistent_with_computed() {
fn score_matches_the_bm25_formula() {
let docs = vec![
"rust programming".to_string(),
"rust systems".to_string(),
"python scripting".to_string(),
];
let tombstones = vec![0, 0, 0];
let index = BM25Index::build(&docs, &tombstones);
let index = BM25Index::build(&docs, &[0, 0, 0]);
// IDF for "rust" (appears in 2 of 3 docs)
let idf_rust = index.idf_cache.get("rust").unwrap();
let expected_idf = ((3.0f32 - 2.0 + 0.5) / (2.0 + 0.5) + 1.0).ln();
assert!(
(idf_rust - expected_idf).abs() < 1e-6,
"cached IDF mismatch: {} vs {}",
idf_rust,
expected_idf
);
// "python": df = 1 of N = 3. Every doc has the average length (2) and
// tf = 1, so the tf factor is exactly 1 and the score is the IDF.
let results = index.search("python", 3);
let expected_idf = ((3.0f32 - 1.0 + 0.5) / (1.0 + 0.5) + 1.0).ln();
assert_eq!(results.len(), 1);
assert_eq!(results[0].0, 2);
assert!((results[0].1 - expected_idf).abs() < 1e-6, "{results:?}");
}
#[test]
@@ -467,4 +492,83 @@ mod tests {
);
}
}
/// Documents drawn from a small vocabulary so terms collide heavily.
fn random_doc(state: &mut u64) -> String {
const VOCAB: &[&str] = &[
"alpha", "beta", "gamma", "delta", "eps", "zeta", "eta", "x1",
];
let mut next = || {
*state = state
.wrapping_mul(6364136223846793005)
.wrapping_add(1442695040888963407);
(*state >> 33) as usize
};
let len = 1 + next() % 9;
(0..len)
.map(|_| VOCAB[next() % VOCAB.len()])
.collect::<Vec<_>>()
.join(" ")
}
#[test]
fn incremental_updates_match_a_fresh_build_exactly() {
for seed in 0..60u64 {
let mut state = seed.wrapping_mul(0x9E37_79B9_7F4A_7C15) | 1;
let mut docs: Vec<String> = Vec::new();
let mut tombstones: Vec<u8> = Vec::new();
let mut index = BM25Index::build(&docs, &tombstones);
for step in 0..80 {
state = state.wrapping_mul(6364136223846793005).wrapping_add(1);
let live: Vec<usize> = (0..docs.len()).filter(|&i| tombstones[i] == 0).collect();
match (state >> 40) % 4 {
0 if !live.is_empty() => {
// delete
let id = live[(state >> 20) as usize % live.len()];
index.remove_document(id, &docs[id]);
tombstones[id] = 1;
}
1 if !live.is_empty() => {
// update in place
let id = live[(state >> 20) as usize % live.len()];
let new_text = random_doc(&mut state);
index.remove_document(id, &docs[id]);
index.add_document(id, &new_text);
docs[id] = new_text;
}
_ => {
let text = random_doc(&mut state);
index.add_document(docs.len(), &text);
docs.push(text);
tombstones.push(0);
}
}
let fresh = BM25Index::build(&docs, &tombstones);
for query in ["alpha", "beta gamma", "x1 zeta alpha delta", "missing"] {
let got = index.search(query, 5);
let want = fresh.search(query, 5);
assert_eq!(got.len(), want.len(), "seed {seed} step {step} {query:?}");
for (g, w) in got.iter().zip(&want) {
assert_eq!(
g.0, w.0,
"seed {seed} step {step} {query:?}: {got:?} vs {want:?}"
);
assert!(
(g.1 - w.1).abs() < 1e-5,
"seed {seed} step {step} {query:?}"
);
}
}
}
}
}
#[test]
fn ties_break_towards_the_lower_doc_id() {
let docs: Vec<String> = (0..6).map(|_| "same text".to_string()).collect();
let index = BM25Index::build(&docs, &[0; 6]);
let ids: Vec<usize> = index.search("same", 3).into_iter().map(|r| r.0).collect();
assert_eq!(ids, [0, 1, 2]);
}
}