# ⚠️ SUPERSEDED - See ../../../PHASE3_COMPLETE.md

**This document has been consolidated into `PHASE3_COMPLETE.md`.**

**Please refer to**: `/workspaces/feat-phase3/plans/PHASE3_COMPLETE.md` for the complete, up-to-date Phase 3 documentation.

---

# Phase 3 - Success Metrics & Benchmarks

**Date**: 2026-01-23
**Phase**: 3 (Caching & Query Optimization)
**Target Completion**: 2026-02-15

---

## Overview

This document defines the success metrics, benchmarks, and validation criteria for Phase 3 implementation.

---

## Primary Success Metrics

### 1. Cache Hit Rate
**Baseline** (Phase 2): 70%
**Target** (Phase 3): 85-90%

**Measurement**:
```rust
let hit_rate = (cache_hits / (cache_hits + cache_misses)) * 100.0;
```

**Success Criteria**:
- ✅ Hit rate ≥ 85% for episodes
- ✅ Hit rate ≥ 80% for patterns
- ✅ Hit rate ≥ 75% for query results

**Benchmark Command**:
```bash
cargo bench --bench cache_performance -- --save-baseline phase3
```

---

### 2. Query Latency (Cached Paths)
**Baseline** (Phase 2): 45ms
**Target** (Phase 3): 5-10ms

**Measurement Points**:
- `get_episode` (cached): Target 5ms
- `get_pattern` (cached): Target 5ms
- `query_episodes_since` (cached): Target 10ms
- `query_episodes_by_metadata` (cached): Target 10ms

**Success Criteria**:
- ✅ P50 latency < 10ms for all cached operations
- ✅ P95 latency < 20ms for all cached operations
- ✅ P99 latency < 50ms for all cached operations

**Benchmark Command**:
```bash
cargo bench --bench storage_operations -- cached --save-baseline phase3
```

---

### 3. Bulk Insert Throughput
**Baseline** (Phase 2): 50 operations/sec
**Target** (Phase 3): 200-300 operations/sec

**Measurement**:
```rust
let throughput = total_operations / elapsed_time.as_secs_f64();
```

**Success Criteria**:
- ✅ Batch insert ≥ 200 episodes/sec
- ✅ Batch insert ≥ 250 patterns/sec
- ✅ Transaction success rate > 99%

**Benchmark Command**:
```bash
cargo bench --bench batch_operations -- --save-baseline phase3
```

---

### 4. Statement Preparation Overhead
**Baseline** (Phase 2): ~5ms per query
**Target** (Phase 3): <1ms per query

**Measurement**:
- First execution (preparation): Allowed up to 5ms
- Subsequent executions (cached): Target <0.5ms

**Success Criteria**:
- ✅ Prepared statement cache hit rate > 95%
- ✅ Cache miss penalty < 5ms
- ✅ Cache hit overhead < 0.5ms

**Benchmark Command**:
```bash
cargo bench --bench prepared_statements -- --save-baseline phase3
```

---

## Secondary Success Metrics

### 5. Memory Usage
**Target**: Cache memory < 500MB under normal load

**Measurement**:
```bash
# During benchmark runs
cargo bench --bench memory_pressure -- --profile-memory
```

**Success Criteria**:
- ✅ Episode cache < 200MB
- ✅ Pattern cache < 150MB
- ✅ Query cache < 100MB
- ✅ Prepared statement cache < 50MB

---

### 6. Cache Eviction Rate
**Target**: <10% evictions per hour under steady load

**Measurement**:
```rust
let eviction_rate = (evictions_last_hour / total_entries) * 100.0;
```

**Success Criteria**:
- ✅ Eviction rate < 10%/hour
- ✅ Adaptive TTL working (hot items stay longer)
- ✅ No thrashing (repeated evict/reload cycles)

---

### 7. P99 Latency (All Operations)
**Target**: P99 < 100ms for all operations (cached + uncached)

**Success Criteria**:
- ✅ Cached operations: P99 < 50ms
- ✅ Uncached operations: P99 < 100ms
- ✅ Batch operations: P99 < 200ms

---

## Benchmark Suite

### Core Benchmarks

#### 1. Cache Performance
**File**: `benches/cache_performance.rs` (to be created)

```rust
// Test scenarios:
// - Cold cache (0% hit rate)
// - Warm cache (50% hit rate)
// - Hot cache (90% hit rate)
// - Cache under load
// - Adaptive TTL behavior
```

**Run**:
```bash
cargo bench --bench cache_performance
```

#### 2. Storage Operations (with caching)
**File**: `benches/storage_operations.rs` (existing, update)

```rust
// Add cached variants:
// - get_episode_cached
// - get_pattern_cached
// - query_episodes_since_cached
// - query_episodes_by_metadata_cached
```

**Run**:
```bash
cargo bench --bench storage_operations
```

#### 3. Batch Operations
**File**: `benches/batch_operations.rs` (to be created)

```rust
// Test scenarios:
// - Batch insert 100 episodes
// - Batch insert 1000 episodes
// - Batch update existing episodes
// - Transaction rollback performance
```

**Run**:
```bash
cargo bench --bench batch_operations
```

#### 4. Prepared Statements
**File**: `benches/prepared_statements.rs` (to be created)

```rust
// Test scenarios:
// - First execution (preparation)
// - Repeated execution (cached)
// - Cache eviction and re-preparation
// - Concurrent statement usage
```

**Run**:
```bash
cargo bench --bench prepared_statements
```

---

## Validation Strategy

### Phase 3a: Pre-Implementation Baseline
**Goal**: Establish Phase 2 performance baseline

```bash
# Run all existing benchmarks
cargo bench --workspace -- --save-baseline phase2_final

# Capture metrics
cargo run --example benchmark_summary > benchmark_results/phase2_final.txt
```

### Phase 3b: During Implementation
**Goal**: Track progress on each component

```bash
# After each feature completion
cargo bench --bench <specific_bench> -- --save-baseline phase3_wip

# Compare against baseline
cargo bench --bench <specific_bench> -- --baseline phase2_final
```

### Phase 3c: Post-Implementation Validation
**Goal**: Comprehensive performance validation

```bash
# Full benchmark suite
cargo bench --workspace -- --save-baseline phase3_complete

# Generate comparison report
cargo run --example benchmark_comparison -- \
  --baseline phase2_final \
  --compare phase3_complete \
  --output benchmark_results/phase3_comparison.md
```

---

## Acceptance Criteria

Phase 3 is considered **complete** when:

### Tier 1 (Must Have)
- ✅ All primary metrics meet or exceed targets
- ✅ All tests passing (100% pass rate)
- ✅ No performance regressions vs Phase 2
- ✅ Cache hit rate ≥ 85%
- ✅ Cached query latency ≤ 10ms (P50)

### Tier 2 (Should Have)
- ✅ Secondary metrics within target ranges
- ✅ Batch operations 4x faster than Phase 2
- ✅ Memory usage < 500MB
- ✅ Documentation complete

### Tier 3 (Nice to Have)
- ✅ P99 latency < 100ms
- ✅ Cache eviction rate < 10%/hour
- ✅ Prepared statement cache hit rate > 95%

---

## Continuous Monitoring

### During Development
```bash
# Quick performance check
cargo bench --bench storage_operations -- quick

# Memory profiling
cargo bench --bench memory_pressure

# Load testing
cargo test --release -- --ignored load_test
```

### Pre-Commit Checks
```bash
# Ensure no performance regression
./scripts/check_performance_regression.sh

# Validate metrics
cargo test --test performance_gates
```

---

## Reporting

### Weekly Progress Reports
**Template**:
```markdown
## Week X Progress - Phase 3

### Completed
- [x] Feature A
- [x] Feature B

### Metrics
| Metric | Target | Current | Status |
|--------|--------|---------|--------|
| Cache Hit Rate | 85% | 82% | 🟡 In Progress |
| Query Latency | 10ms | 12ms | 🟡 In Progress |

### Next Week
- [ ] Feature C
- [ ] Performance tuning
```

### Final Phase 3 Report
**Location**: `plans/PHASE3_COMPLETION_REPORT.md`

**Contents**:
- All metrics vs targets
- Benchmark comparison charts
- Performance improvement summary
- Lessons learned
- Recommendations for Phase 4

---

## Benchmark Commands Reference

### Quick Check (< 1 min)
```bash
cargo bench --bench storage_operations -- quick
```

### Standard Run (5-10 min)
```bash
cargo bench --workspace
```

### Comprehensive (30+ min)
```bash
cargo bench --workspace -- --sample-size 100
```

### With Memory Profiling
```bash
CARGO_PROFILE_BENCH_DEBUG=true cargo bench --bench memory_pressure
```

### Comparison Against Baseline
```bash
cargo bench --bench storage_operations -- --baseline phase2_final
```

---

## Success Dashboard

### Key Metrics at a Glance

```
┌─────────────────────────────────────────────────────────────┐
│                    Phase 3 Metrics Dashboard                │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│  Cache Hit Rate:        [████████░░] 82%  (Target: 85%)   │
│  Query Latency:         12ms            (Target: 10ms)    │
│  Bulk Throughput:       180/sec         (Target: 200/sec)  │
│  Memory Usage:          420MB           (Target: <500MB)   │
│                                                             │
│  Overall Progress:      [████████░░] 85% Complete          │
│                                                             │
└─────────────────────────────────────────────────────────────┘
```

### Traffic Light Status

- 🟢 **Green**: Exceeds target
- 🟡 **Yellow**: Approaching target (90-100%)
- 🔴 **Red**: Below target (<90%)

---

*Document Version*: 1.0
*Created*: 2026-01-23
*Next Review*: Weekly during Phase 3 implementation
*Status*: Ready for Use
