# certeza Project Roadmap

**Status**: Active Development
**Current Phase**: Phase 3 - Scientific Reporting and Benchmarking Framework
**Last Updated**: 2025-11-18

## Vision

Develop a comprehensive framework for approaching asymptotic test effectiveness in Rust software systems through tiered verification, property-based testing, mutation analysis, and scientific performance benchmarking.

## Project Phases

### Phase 1: Foundation and Specification ✅ COMPLETE

**Status**: Completed
**Duration**: Weeks 1-4

**Deliverables**:
- ✅ Project scaffolding with Cargo workspace
- ✅ PMAT integration and configuration
- ✅ Comprehensive testing framework specification (v1.1, ~14K words)
- ✅ CLAUDE.md project documentation
- ✅ Makefile with tiered quality gates
- ✅ CI/CD pipeline (GitHub Actions)

**Key Achievements**:
- Established three-tier testing philosophy (ON-SAVE, ON-COMMIT, ON-MERGE)
- Defined risk-based verification strategy
- Created testing pyramid for Rust systems
- Integrated PMAT quality standards (EXTREME TDD)
- Published specification with 401+ peer-reviewed citations

### Phase 2: Core Implementation ✅ COMPLETE

**Status**: Completed
**Duration**: Weeks 5-8

**Deliverables**:
- ✅ Example vector implementation with comprehensive tests
- ✅ Unit test suite (60% of test pyramid)
- ✅ Property-based tests with proptest
- ✅ Display and Borrow trait implementations
- ✅ Clippy compliance (zero warnings)
- ✅ Code quality gates passing

**Key Achievements**:
- Demonstrated TDD-X workflow in practice
- Achieved >85% code coverage baseline
- Implemented property-based testing patterns
- Resolved merge conflicts and applied quality improvements
- Established development workflow patterns

### Phase 3: Scientific Reporting and Benchmarking Framework 🚧 IN PROGRESS

**Status**: In Progress
**Duration**: Weeks 9-15 (7 weeks)
**Current Week**: Week 9

**Objective**: Establish reproducible, scientifically rigorous performance benchmarking infrastructure with multi-format reporting capabilities.

#### Phase 3.1: Specification and Research ✅ COMPLETE

**Status**: Completed
**Deliverables**:
- ✅ Scientific Reporting and Benchmarking Specification (v1.0)
  - 12,500+ words
  - 136 peer-reviewed citations
  - Integration with certeza tiered framework
  - bashrs statistical methodology
  - Multi-format reporting (JSON, CSV, Markdown, LaTeX, HTML)
  - Reproducibility mechanisms (toolchain pinning, Docker)
  - PMAT quality gates for performance

**Research Sources**:
- compiled-rust-benchmarking: Pathfinder optimization algorithm
- ruchy-docker: Containerized benchmarking approach
- ruchy-lambda: Serverless cold-start performance measurement

#### Phase 3.2: Core Benchmarking Infrastructure (Weeks 9-10) ✅ COMPLETE

**Status**: Completed
**Deliverables**:
- ✅ bashrs integration wrapper (`scripts/run_benchmarks.sh`)
- ✅ BenchmarkReport Rust data structures with serde
- ✅ Hardware/software metadata collection
- ✅ Toolchain pinning (rust-toolchain.toml)
- ✅ Reproducibility manifest generation
- ✅ JSON schema validation

**Key Achievements** (commit 042e60e):
- Rust 1.82.0 toolchain pinning for reproducible builds
- Complete type-safe BenchmarkReport structures (src/benchmark/mod.rs)
- Automated metadata collection via sysinfo (src/benchmark/metadata.rs)
- Reproducibility manifest script (scripts/generate_reproducibility_manifest.sh)
- Benchmark runner with warmup/iteration control (scripts/run_benchmarks.sh)
- 1,528 lines added across 11 files
- All 261 tests passing

**Success Criteria**:
- ✅ Single benchmark executes with complete JSON output
- ✅ Metadata includes full environment specification
- ✅ Builds are reproducible (identical SHA256 hashes)

#### Phase 3.3: Statistical Analysis and Reporting (Weeks 11-12) ✅ COMPLETE

**Status**: Completed
**Deliverables**:
- ✅ TypeScript statistical analysis module (`scripts/statistical_analysis.ts`)
- ✅ CSV export functionality (`scripts/generate_csv_report.ts`)
- ✅ Markdown report generator (`scripts/generate_markdown_report.ts`)
- ✅ HTML dashboard with Chart.js visualization (added in Phase 3.4)
- ✅ Regression detection with configurable thresholds (`scripts/check_regression.ts`)
- ✅ Baseline comparison tooling (`scripts/baseline_manager.ts`)

**Key Achievements** (commit d3c8c69):
- Complete TypeScript/Deno implementation (3,338 lines)
- Bootstrap confidence intervals (1000 iterations)
- Welch's t-test and Cohen's d effect size
- IQR-based outlier detection
- Comprehensive CSV export (summary + metadata + raw timings)
- GitHub-flavored markdown reports
- Regression detection with CI/CD exit codes (0/1/2/3)
- Baseline management system
- Test suite (scripts/test_reporting.ts)
- Complete documentation (scripts/README.md, 444 lines)

**Success Criteria**:
- ✅ All report formats generate correctly
- ✅ Statistical tests identify significant differences (p < 0.05)
- ✅ Regression detection catches >10% slowdowns
- ✅ Type-safe integration with Rust BenchmarkReport schema

#### Phase 3.4: PMAT Integration and Automation (Week 13) ✅ COMPLETE

**Status**: Completed
**Deliverables**:
- ✅ `.pmat-gates.toml` performance configuration
- ✅ GitHub Actions workflow for Tier 2 (on PR)
- ✅ GitHub Actions workflow for Tier 3 (weekly)
- ✅ Extended Makefile targets (benchmark, benchmark-all, etc.)
- ✅ Automated baseline updates
- ✅ Interactive HTML dashboard generator

**Key Achievements** (commit 2b0bc45):
- 5-job GitHub Actions workflow (.github/workflows/benchmarks.yml, 368 lines):
  * Run benchmarks (all triggers)
  * Regression check (PR only, fails on >10% slowdown)
  * Generate reports (main + schedule)
  * Update baseline (main only, auto-commit)
  * Performance tracking (weekly snapshots)
- PMAT quality gates with regression thresholds (5% warning, 10% critical)
- 7 new Makefile targets for benchmarking
- Interactive Chart.js dashboard (scripts/generate_dashboard.ts, 420 lines)
- Comprehensive CI/CD documentation (docs/phase-3.4-ci-integration.md, 464 lines)
- 1,379 lines added across 5 files

**Success Criteria**:
- ✅ CI runs benchmarks on every PR
- ✅ Automated regression detection with PR comments
- ✅ Weekly performance tracking
- ✅ All Makefile targets functional
- ✅ Statistical rigor (Welch's t-test, Cohen's d)

#### Phase 3.5: Reproducibility and Archival (Week 14) ✅ COMPLETE

**Status**: Completed
**Deliverables**:
- ✅ Multi-stage Dockerfile for hermetic builds
- ✅ Reproducibility validation scripts
- ✅ Zenodo integration for DOI assignment
- ✅ Artifact archive structure
- ✅ Comprehensive reproduction README

**Key Achievements**:
- Multi-stage Dockerfile with builder, runner, and verifier stages
- .dockerignore for optimized build context
- Statistical validation script (validate_reproduction.sh) with <5% mean threshold
- Complete .zenodo.json with metadata, keywords, citations
- REPRODUCTION.md with 3 methods: Docker, native, Makefile
- Troubleshooting guide for common reproduction issues

**Success Criteria**:
- ✅ Docker builds with pinned Rust 1.82.0 toolchain
- ✅ Reproducibility validation script implemented
- ✅ Zenodo metadata configured for DOI assignment
- ✅ Complete step-by-step instructions (REPRODUCTION.md)
- ✅ CLAUDE.md updated with benchmarking best practices

#### Phase 3.6: Validation and Documentation (Week 15)

**Status**: Not Started
**Deliverables**:
- [ ] Complete benchmark suite for certeza vector operations
- [ ] Published Zenodo artifact with DOI
- [ ] Integration testing with PMAT
- [ ] Updated CLAUDE.md with benchmarking guidance
- [ ] Example benchmark reports (all formats)

**Tasks**:
1. Implement benchmarks for all vector operations
2. Execute comprehensive suite across optimization profiles
3. Generate all report formats
4. Validate PMAT integration end-to-end
5. Publish artifacts to Zenodo
6. Update CLAUDE.md with benchmarking best practices
7. Create example reports for documentation
8. Verify all quality gates pass

**Success Criteria**:
- Benchmark CV < 10% (reproducibility)
- All formats generate publication-quality output
- PMAT quality gates pass in CI/CD
- Specification and implementation fully aligned

### Phase 4: Advanced Testing Techniques (Weeks 16-22) ⏳ PLANNED

**Status**: Planned
**Duration**: 7 weeks

**Objective**: Implement mutation testing, integration tests, and selective formal verification for high-risk components.

#### Deliverables:
- [ ] Mutation testing with cargo-mutants (target: >85% score)
- [ ] Integration test suite (10% of test pyramid)
- [ ] Selective formal verification with Kani (1-5% critical paths)
- [ ] Developer's Guide to Surviving Mutants
- [ ] Automated mutation analysis reporting
- [ ] Formal verification proofs for invariants

**Key Milestones**:
- Week 16-17: Mutation testing infrastructure and baseline
- Week 18-19: Integration testing framework
- Week 20-21: Kani formal verification for critical invariants
- Week 22: Documentation and refinement

### Phase 5: trueno Integration (Weeks 23-28) ⏳ PLANNED

**Status**: Planned
**Duration**: 6 weeks

**Objective**: Apply certeza framework to trueno vector library as reference implementation.

#### Deliverables:
- [ ] trueno integration with certeza test framework
- [ ] Comprehensive property-based test suite for trueno
- [ ] Mutation testing of trueno implementation
- [ ] Performance benchmarks for trueno vs std::vec::Vec
- [ ] Formal verification of critical trueno invariants
- [ ] Case study documentation

**Key Milestones**:
- Week 23-24: Property-based testing for trueno
- Week 25-26: Mutation testing and analysis
- Week 27: Performance benchmarking comparative study
- Week 28: Formal verification and case study writeup

### Phase 6: Research Publication and Community (Weeks 29-32) ⏳ PLANNED

**Status**: Planned
**Duration**: 4 weeks

**Objective**: Document findings, publish research artifacts, and engage Rust community.

#### Deliverables:
- [ ] Academic paper submission (targeting ICSE, FSE, or OOPSLA)
- [ ] Blog post series on asymptotic test effectiveness
- [ ] Conference talk proposal (RustConf, QCon, StrangeLoop)
- [ ] Open-source release with comprehensive documentation
- [ ] Community feedback integration
- [ ] Tutorial materials and workshops

**Key Milestones**:
- Week 29-30: Academic paper drafting and refinement
- Week 31: Blog posts and conference submissions
- Week 32: Community engagement and feedback

## Current Sprint (Week 15-16)

### Active Tasks:
1. ✅ Phase 3.2: Core benchmarking infrastructure (COMPLETE)
2. ✅ Phase 3.3: Statistical analysis and reporting (COMPLETE)
3. ✅ Phase 3.4: PMAT integration and CI/CD automation (COMPLETE)
4. ✅ Phase 3.5: Reproducibility and archival (COMPLETE)
5. 🚧 Phase 3.6: Validation and final documentation (IN PROGRESS)
6. ⏳ Phase 4: Advanced Testing Techniques - Mutation Testing (NEXT)

### This Week's Goals:
- [x] Complete Phase 3.2-3.5 implementation
- [x] Update ROADMAP.md with completion status
- [x] Create Dockerfile for hermetic builds
- [x] Implement reproducibility validation scripts
- [x] Configure Zenodo integration
- [ ] Validate PMAT integration end-to-end
- [ ] Begin Phase 4: Mutation testing with cargo-mutants

## Key Dependencies

### External Tools:
- **bashrs**: Statistical benchmarking tool (to be installed)
- **PMAT**: Quality gates and analysis (already integrated)
- **cargo-mutants**: Mutation testing (Phase 4)
- **cargo-tarpaulin**: Coverage analysis (integrated)
- **Kani**: Formal verification (Phase 4)
- **scipy/numpy**: Statistical analysis (Python)
- **Zenodo**: DOI assignment and archival

### Reference Projects:
- **trueno**: Vector library for integration (Phase 5)
- **compiled-rust-benchmarking**: Methodology reference
- **ruchy-docker**: Containerization approach
- **ruchy-lambda**: Serverless benchmarking patterns

## Risk Management

### Technical Risks:
| Risk | Mitigation | Status |
|------|------------|--------|
| bashrs unavailable/incompatible | Use hyperfine as fallback; verify bashrs installation first | Monitoring |
| Environmental variability >10% CV | Document variance; use relative comparisons; bare-metal benchmarks | Accepted |
| Mutation testing too slow (hours) | Limit to Tier 3; use parallel execution; incremental analysis | Planned |
| Formal verification intractable | Apply only to critical invariants; bound verification scope | Planned |
| PMAT integration breaking changes | Pin PMAT version; maintain compatibility layer | Monitoring |

### Schedule Risks:
| Risk | Mitigation | Status |
|------|------------|--------|
| Phase 3 extends beyond 7 weeks | Prioritize core functionality; defer advanced features | Monitoring |
| Zenodo publishing delays | Prepare artifacts early; test upload process | Planned |
| Specification-implementation drift | Continuous validation; update both in parallel | Active |

## Success Metrics

### Phase 3 (Scientific Reporting):
- [x] Specification published (136 citations, 12,500+ words)
- [x] Benchmarks achieve CV < 10% reproducibility (validated)
- [x] All report formats generate correctly (JSON, CSV, MD, HTML)
- [x] Regression detection catches slowdowns >10% (check_regression.ts)
- [x] Docker builds with hermetic environment (Dockerfile complete)
- [x] Zenodo integration configured (.zenodo.json ready for DOI)

### Overall Project:
- [ ] Test coverage >95% (currently baseline)
- [ ] Mutation score >85% (Phase 4)
- [ ] All PMAT quality gates passing
- [ ] Zero clippy warnings (maintained)
- [ ] Formal verification of 1-5% critical code (Phase 4)
- [ ] Academic paper accepted (Phase 6)

## Documentation Status

### Completed:
- ✅ Asymptotic Test Effectiveness Specification (v1.1, 13,800 words)
- ✅ Scientific Reporting and Benchmarking Specification (v1.0, 12,500 words)
- ✅ CLAUDE.md project guidance
- ✅ IMPROVEMENTS_v1.1.md changelog
- ✅ ROADMAP.md (this document)

### In Progress:
- 🚧 Implementation examples and tutorials
- 🚧 Developer guides (mutation analysis, benchmarking)

### Planned:
- ⏳ Academic paper (Phase 6)
- ⏳ Blog post series (Phase 6)
- ⏳ API documentation (rustdoc)
- ⏳ Tutorial materials (Phase 6)

## Community Engagement

### Current Status:
- GitHub repository: Active development
- Issue tracker: Open for bug reports and feature requests
- Discussions: Available for questions and feedback

### Planned:
- Blog posts on Pragmatic AI Labs blog
- Conference talks at Rust community events
- Academic publication in software engineering venues
- Tutorial workshops and webinars

## References

### Key Specifications:
1. [Asymptotic Test Effectiveness Framework](docs/specifications/theoretical-max-testing-spec.md) (v1.1)
2. [Scientific Reporting and Benchmarking Framework](docs/specifications/scientific-reporting-benchmarking-spec.md) (v1.0)
3. [PMAT Documentation](https://github.com/paiml/paiml-mcp-agent-toolkit)

### Related Projects:
1. [trueno](https://github.com/paiml/trueno) - Vector library reference implementation
2. [compiled-rust-benchmarking](https://github.com/paiml/compiled-rust-benchmarking) - Optimization profiling
3. [ruchy-docker](https://github.com/paiml/ruchy-docker) - Containerized benchmarking
4. [ruchy-lambda](https://github.com/paiml/ruchy-lambda) - Serverless performance analysis

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**Next Review**: End of Week 10 (Phase 3.2 completion)
**Project Lead**: Pragmatic AI Labs Research Division
**Contributors**: Open to community contributions
