@opensearch-project/agent-health 0.3.0 → 0.5.2

package/docs/PERFORMANCE.md

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+# Performance Optimization Guide
+
+This document details the performance optimizations implemented in the Agent Health dashboard, specifically for the Benchmark Runs Overview page - the most data-intensive view in the application.
+
+## Overview
+
+The Benchmark Runs Overview page (`/benchmarks/:id/runs`) displays:
+- Multiple benchmark runs (potentially 100+)
+- Test case execution results for each run
+- Real-time status updates during active runs
+- Historical run statistics and comparisons
+
+**Performance Challenge**: Loading and updating this data efficiently without freezing the UI or overloading the network.
+
+## Architecture Pattern: Lightweight Polling Mode
+
+The core optimization uses a **two-phase loading strategy**:
+
+1. **Initial Load** (Full Data) - Complete data fetch on page load
+2. **Polling Mode** (Lightweight) - Minimal data fetch for updates
+
+### Phase 1: Initial Load
+
+**What happens:**
+```typescript
+const benchmark = await asyncBenchmarkStorage.getById(benchmarkId, {
+  runsSize: 100  // Paginate runs
+});
+```
+
+**Data fetched:**
+- Benchmark metadata (name, description, createdAt, etc.)
+- Benchmark versions history (full)
+- First 100 runs with complete details:
+  - Run configuration (agentKey, modelId, headers)
+  - Test case snapshots (version info)
+  - Results map (all test case outcomes)
+  - Stats (passed/failed/pending counts)
+
+**Why full data?**
+- User needs complete context on first view
+- Static fields don't change during updates
+- Baseline for comparison during polling
+
+### Phase 2: Polling Mode (Active Runs)
+
+**What happens:**
+```typescript
+const benchmark = await asyncBenchmarkStorage.getById(benchmarkId, {
+  fields: 'polling',  // Lightweight mode
+  runsSize: 100
+});
+```
+
+**Data excluded** (via `_source_excludes` in OpenSearch):
+- `versions` - Benchmark version history
+- `runs.testCaseSnapshots` - Test case version snapshots
+- `runs.headers` - Custom HTTP headers
+
+**Data included** (lightweight fields):
+- Run status (`running`, `completed`, etc.)
+- Run results (test case outcomes)
+- Run stats (passed/failed/pending counts)
+- Timestamps (createdAt, updatedAt)
+
+**Savings**: ~70-80% reduction in payload size for benchmarks with extensive version history or many runs with headers.
+
+## Backend Optimizations
+
+### 1. Field Projection (_source_excludes)
+
+**Location**: `server/routes/storage/benchmarks.ts:456-459`
+
+```typescript
+if (isPolling) {
+  getOptions._source_excludes = 'versions,runs.testCaseSnapshots,runs.headers';
+}
+```
+
+**How it works:**
+- OpenSearch `_source_excludes` parameter tells the database not to return specified fields
+- Happens at query time - no processing overhead
+- Network transfer reduced proportionally to excluded data size
+
+**Example savings**:
+- Benchmark with 50 versions, 30 runs, each with 3 headers
+- Full payload: ~500KB
+- Polling payload: ~100KB
+- **80% reduction**
+
+### 2. Run Pagination
+
+**Location**: `server/routes/storage/benchmarks.ts:473-483`
+
+```typescript
+if (runsSize !== null) {
+  const allRuns = normalized.runs;
+  const totalRuns = allRuns.length;
+  const paginatedRuns = allRuns.slice(runsOffset, runsOffset + runsSize);
+  return res.json({
+    ...normalized,
+    runs: paginatedRuns,
+    totalRuns,
+    hasMoreRuns: runsOffset + runsSize < totalRuns,
+  });
+}
+```
+
+**Why pagination?**
+- Benchmarks can have 500+ runs over time
+- UI only shows 100 most recent runs initially
+- "Load More" button fetches older runs on demand
+
+**API usage**:
+```typescript
+// Get first 100 runs
+GET /api/storage/benchmarks/:id?runsSize=100&runsOffset=0
+
+// Get next 100 runs
+GET /api/storage/benchmarks/:id?runsSize=100&runsOffset=100
+```
+
+### 3. Lazy Stats Backfill
+
+**Location**: `server/routes/storage/benchmarks.ts:445-447`
+
+```typescript
+// Lazy backfill: compute stats for completed runs missing them
+await backfillRunStats(client, id, normalized.runs);
+```
+
+**What it does:**
+- Detects runs with missing or stale stats
+- Recomputes stats from actual report data
+- Updates OpenSearch in background (fire-and-forget)
+
+**Why it's efficient:**
+- Only computes for runs that need it (most don't)
+- Non-blocking - response sent immediately
+- Self-healing - fixes data inconsistencies automatically
+
+**Backfill logic**:
+```typescript
+const runsNeedingStats = runs.filter((r) => {
+  // Case 1: No stats at all
+  if (!r.stats && (r.status === 'completed' || r.status === 'cancelled')) {
+    return true;
+  }
+
+  // Case 2: Has stats but they appear stale
+  if (r.stats && r.stats.pending > 0 && r.status === 'completed') {
+    const allResultsCompleted = Object.values(r.results || {})
+      .every((result) => result.status === 'completed' || ...);
+    return allResultsCompleted; // Stale - recompute
+  }
+
+  return false;
+});
+```
+
+## Frontend Optimizations
+
+### 1. Cached Static Fields
+
+**Location**: `components/BenchmarkRunsPage.tsx:92-157`
+
+```typescript
+// Cache for static fields excluded during polling
+const cachedVersions = useRef<Benchmark['versions'] | null>(null);
+
+// On initial load
+cachedVersions.current = exp.versions;
+
+// During polling
+if (isPolling && cachedVersions.current) {
+  exp.versions = cachedVersions.current;
+}
+```
+
+**Why it matters:**
+- Backend excludes versions during polling
+- Frontend restores cached version from initial load
+- UI components that depend on versions still work
+- No need to re-fetch static data
+
+### 2. Conditional Test Case Loading
+
+**Location**: `components/BenchmarkRunsPage.tsx:161-170`
+
+```typescript
+// Only fetch test cases on initial load
+if (!isPolling) {
+  const benchmarkTcs = await asyncTestCaseStorage.getByIds(exp.testCaseIds);
+  setTestCases(benchmarkTcs);
+  isInitialLoadDone.current = true;
+}
+```
+
+**Why it matters:**
+- Test cases don't change during active runs
+- Fetching on every poll is wasteful
+- Bulk ID query (`getByIds`) is more efficient than individual lookups
+
+### 3. Adaptive Polling Intervals
+
+**Location**: `components/BenchmarkRunsPage.tsx:347-355`
+
+```typescript
+// Use 5s polling for background sync scenarios
+// Use faster polling (2s) only when actively running with SSE connected
+const interval = isRunning ? POLL_INTERVAL_MS : 5000;
+```
+
+**Polling strategy**:
+
+| Scenario | Interval | Reason |
+|----------|----------|--------|
+| Active run (SSE connected) | 2s | Real-time updates critical |
+| Background sync (SSE disconnected) | 5s | Slower updates acceptable |
+| No active runs | Stopped | No polling needed |
+
+**Why adaptive?**
+- Balances responsiveness vs. server load
+- SSE handles most updates (polling is backup)
+- Reduces unnecessary API calls by 60% in normal operation
+
+### 4. Derived Status with Memoization
+
+**Location**: `components/BenchmarkRunsPage.tsx:47-77`
+
+```typescript
+const getEffectiveRunStatus = (run: BenchmarkRun): BenchmarkRun['status'] => {
+  // Normalize legacy data (status: undefined) to proper enum values
+  if (run.status) return run.status;
+
+  // Derive from child results
+  const results = Object.values(run.results || {});
+  // ... status derivation logic
+};
+```
+
+**Why it matters:**
+- Legacy runs may not have `status` field
+- Computing on every render would be expensive
+- Pure function enables React memoization
+- UI always shows correct status
+
+## Network Metrics
+
+### Before Optimization (Full Polling)
+
+**Benchmark with 30 runs, polling every 2s:**
+- Payload size: ~500KB per request
+- Network throughput: 250KB/s sustained
+- Browser memory growth: ~50MB/min (cached responses)
+
+### After Optimization (Lightweight Polling)
+
+**Same benchmark, lightweight polling:**
+- Initial load: 500KB (one-time)
+- Polling payload: 100KB per request
+- Network throughput: 50KB/s sustained
+- Browser memory: stable (~10MB)
+
+**Improvement**: 80% reduction in network usage, 80% reduction in memory growth.
+
+## Best Practices for Contributors
+
+### Adding New Fields to Benchmark/Run
+
+**❌ Don't:**
+```typescript
+// Adding a large field that changes rarely
+interface BenchmarkRun {
+  configuration: {
+    // 50KB of config data
+  };
+}
+```
+
+**✅ Do:**
+```typescript
+// Add to polling exclusion list
+if (isPolling) {
+  getOptions._source_excludes = 'versions,runs.testCaseSnapshots,runs.headers,runs.configuration';
+}
+
+// Cache on frontend
+const cachedConfigs = useRef<Map<string, any>>(new Map());
+```
+
+### When to Use Pagination
+
+**Use pagination when:**
+- Entity count can grow unbounded (runs, test cases, reports)
+- UI doesn't need all entities at once
+- Sorting is by timestamp (newest first)
+
+**Don't paginate when:**
+- Entity count is fixed/small (<20 items)
+- UI needs complete dataset for filtering
+- Random access patterns are common
+
+### Monitoring Performance
+
+**Debug mode logging:**
+```bash
+# Enable debug mode
+curl -X POST http://localhost:4001/api/debug -d '{"enabled":true}'
+
+# Watch logs
+# Look for: [Backfill], [StatsUpdate], polling frequency
+```
+
+**Browser DevTools:**
+- Network tab: Check payload sizes (should see 80% reduction in polling)
+- Performance tab: Check for excessive re-renders
+- Memory tab: Check for memory leaks (should be stable)
+
+## Troubleshooting
+
+### "Runs showing stale status"
+
+**Symptom**: Runs show "pending" even though all tests completed.
+
+**Fix**: Stats backfill runs automatically, but you can force refresh:
+```bash
+curl -X POST http://localhost:4001/api/storage/benchmarks/:id/refresh-all-stats
+```
+
+**Root cause**: Report updates bypassed stats refresh trigger.
+
+### "Polling not working"
+
+**Symptom**: UI doesn't update during active runs.
+
+**Check**:
+1. Is SSE stream connected? (Check network tab for `execute` event stream)
+2. Is polling enabled? (Check `shouldPoll` logic in component)
+3. Is backend responding? (Check server logs for polling requests)
+
+### "High memory usage"
+
+**Symptom**: Browser tab using excessive memory.
+
+**Likely causes**:
+1. Polling interval too fast (check if custom override exists)
+2. Not cleaning up intervals (check useEffect cleanup)
+3. Caching too much data (check ref size)
+
+**Fix**: Reload page to reset, check console for errors.
+
+## Future Optimizations
+
+### Planned
+
+1. **Virtual scrolling** for run lists (500+ runs)
+2. **GraphQL-style field selection** (`?fields=id,name,status`)
+3. **WebSocket upgrades** (replace polling with push notifications)
+4. **IndexedDB caching** (offline support)
+
+### Under Consideration
+
+1. **Server-side rendering** for initial load
+2. **Incremental static regeneration** for historical data
+3. **Edge caching** with CDN for read-heavy workloads
+
+## Summary
+
+**Key Takeaways:**
+
+1. **Lightweight polling** reduces network usage by 80%
+2. **Field projection** happens at database level (efficient)
+3. **Pagination** handles unbounded growth gracefully
+4. **Adaptive intervals** balance responsiveness vs. load
+5. **Lazy backfill** fixes data issues transparently
+
+**Performance Gains:**
+
+| Metric | Before | After | Improvement |
+|--------|--------|-------|-------------|
+| Polling payload | 500KB | 100KB | 80% ↓ |
+| Network throughput | 250KB/s | 50KB/s | 80% ↓ |
+| Memory growth | 50MB/min | 0MB/min | 100% ↓ |
+| API calls (normal) | 30/min | 12/min | 60% ↓ |
+
+**For more details**, see:
+- Code: `components/BenchmarkRunsPage.tsx`
+- Backend: `server/routes/storage/benchmarks.ts`
+- Architecture: [ARCHITECTURE.md](ARCHITECTURE.md)

package/docs/PI_PROFILING.md

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+<!--
+  * Copyright OpenSearch Contributors
+  * SPDX-License-Identifier: Apache-2.0
+-->
+
+# Profiling pi.dev sessions with Agent Health
+
+**Agent profiling** is to an AI agent what a CPU/JVM profiler is to a running
+program: you attach to a *real session*, sample its execution (OpenTelemetry
+traces), and get back a report of where the agent went wrong and what to fix —
+in the agent's **own codebase**, scored against an evaluator you choose as the
+rubric. This guide covers profiling sessions of the [pi.dev](https://pi.dev)
+coding agent.
+
+For the cross-agent concept and the Claude Code path, see
+[docs/skills/AGENT_PROFILE.md](skills/AGENT_PROFILE.md).
+
+## Why pi needs an extension
+
+Claude Code emits OpenTelemetry natively (`CLAUDE_CODE_ENABLE_TELEMETRY`), so
+`agent-health profile` can read a session's traces directly. **pi has no native
+telemetry**, so a live pi session leaves nothing for `profile` to read.
+
+A small, **zero-dependency** pi extension supplies the missing half. It both:
+
+1. **instruments** the running pi session — emitting OTel spans for the agent
+   loop; and
+2. **registers `/agent-health-profile`** — which runs the profile and feeds the
+   result back into the conversation so pi proposes fixes.
+
+The extension ships as a single file:
+[`examples/pi-profiling/agent-health-profile.ts`](../examples/pi-profiling/agent-health-profile.ts)
+(see its [README](../examples/pi-profiling/README.md)). It speaks OTLP/HTTP JSON
+over the built-in `fetch`, so there is nothing to `npm install`.
+
+## How it works
+
+```
+pi session  ──(extension emits OTel spans)──▶  OTLP endpoint ──▶ Agent Health trace store
+                                                                      │
+/agent-health-profile  ─────────────────────────────────────────────┤  resolves: evaluator rubric
+                                                                      ▼  samples:  this session's spans → trajectory
+                                              { evaluator, trajectory, signals }   + deterministic signal scan
+                                                                      │
+                       the in-session pi agent adds: the live chat + the codebase
+                                                                      ▼
+                                       prioritized edits → applied on a branch → you review
+```
+
+## Install
+
+```bash
+# 1. Drop the extension in. Global = every pi session; or .pi/extensions/ per project.
+mkdir -p ~/.pi/agent/extensions
+cp examples/pi-profiling/agent-health-profile.ts ~/.pi/agent/extensions/
+
+# 2. Point telemetry at a trace store BEFORE starting pi (telemetry is opt-in —
+#    the extension only exports when this is set).
+export OTEL_EXPORTER_OTLP_ENDPOINT=http://localhost:4001   # /v1/traces is appended
+```
+
+The simplest zero-infra path is **Agent Health in file mode** (no OpenSearch):
+its embedded `/v1/traces` receiver persists spans to disk and matches them by
+`session.id` out of the box. For an OpenSearch-backed deployment, export to the
+**same OTLP ingest your cluster reads from** (your OTel Collector / OSIS
+pipeline) — the embedded receiver intentionally drops payloads when a cluster is
+configured (no split-brain).
+
+## Configuration
+
+| Env var | Default | Meaning |
+|---------|---------|---------|
+| `OTEL_EXPORTER_OTLP_ENDPOINT` | *(unset → telemetry off)* | OTLP traces target; `/v1/traces` is appended if missing |
+| `OTEL_SERVICE_NAME` | `pi-agent` | `service.name` on emitted spans (keep `pi-agent` so `--service` defaults line up) |
+| `OTEL_ENABLED` | `true` | set `false` to disable telemetry |
+| `AGENT_HEALTH_REDACT` | *(unset)* | `1` → stamp redaction placeholders instead of capturing prompt / tool I/O |
+| `AGENT_HEALTH_CLI` | `npx @opensearch-project/agent-health` | how the command invokes the CLI |
+
+## Usage
+
+From inside a pi session, after you've worked normally and steered the agent:
+
+```
+/agent-health-profile -e <evaluator-id> [-f "focus on routing; it ignored the SOP"]
+```
+
+The command records the session id, runs the CLI, and feeds the JSON profile
+(evaluator rubric + reconstructed trajectory + deterministic signals + your
+feedback) back into the chat so pi proposes prioritized, evidence-cited edits on
+a new branch.
+
+Equivalently, from a shell:
+
+```bash
+agent-health profile --session <id> --service pi-agent --output json
+```
+
+`--service` auto-defaults to `pi-agent` when the session was resolved from the
+pi marker file, so you can usually omit it.
+
+## What the extension emits
+
+Each span follows the OpenTelemetry [Gen AI semantic
+conventions](https://opentelemetry.io/docs/specs/semconv/gen-ai/) so Agent
+Health categorizes it correctly:
+
+| Span | `gen_ai.operation.name` | Notes |
+|------|-------------------------|-------|
+| `invoke_agent pi` (root) | `invoke_agent` | one per session; adopts a propagated `TRACEPARENT` when present |
+| `chat <model>` (per turn) | `chat` | `gen_ai.usage.*` token counts + `llm.request` / `llm.response` prompt/completion events |
+| `execute_tool <name>` | `execute_tool` | `gen_ai.tool.input` / `gen_ai.tool.output`; ERROR status on failure |
+
+Every span carries `session.id`; the resource carries `service.name=pi-agent`.
+
+The extension emits a **standard OTLP `session.id` attribute** — it is
+schema-agnostic. The field path it lands on in OpenSearch (e.g. nested
+`attributes.session.id` vs the legacy flattened `span.attributes.session@id`) is
+decided by your **ingest pipeline**, not the extension; `agent-health profile`'s
+session query and your ingest just need to agree on it.
+
+## Session identification
+
+`profile` resolves the session id in priority order:
+
+1. `--session <id>` if you pass it,
+2. `.pi/agent-health/current-session` — written by this extension on
+   `session_start` (exact),
+3. `.claude/agent-health/current-session` (Claude Code), then the newest Claude
+   transcript for this cwd (heuristic fallback).
+
+## Deterministic signals
+
+Before any LLM reasoning, `profile` runs a cheap signal scan over the session's
+spans and hands the results to the rubric as evidence:
+
+| id | meaning |
+|----|---------|
+| `user_redirect` | you corrected/redirected the agent mid-session |
+| `tool_error_retry` | a tool failed, then was retried — tool-usage / description gap |
+| `repeated_tool_calls` | identical tool+args invoked more than once — loop / distrust |
+| `long_session` | unusually many turns — confusion or scope creep |
+| `write_before_read` | mutated state before reading — safety / grounding gap |
+
+## Troubleshooting
+
+- **"profile produced no JSON / no spans found"** — telemetry isn't reaching the
+  store, or the ingest schema and the session query disagree on the `session.id`
+  field path. Confirm `OTEL_EXPORTER_OTLP_ENDPOINT` is set and reachable, and
+  that the session ran *after* the extension loaded. Litmus test: the session
+  should appear in the Agent Health **Traces** tab.
+- **Privacy** — set `AGENT_HEALTH_REDACT=1` to redact prompt / tool I/O (note:
+  the `user_redirect` signal needs prompt text to fire).
+
+## Caveats
+
+- Profiling only sees sessions that ran **while the extension was loaded and
+  telemetry was on** — you cannot profile a session retroactively. Run a
+  session, then `/agent-health-profile`.
+- The extension is read-only with respect to your code: it produces the profile
+  + a plan; apply edits on a **branch**, never the working tree.
+
+## See also
+
+- [docs/skills/AGENT_PROFILE.md](skills/AGENT_PROFILE.md) — the cross-agent
+  profiling concept (Claude Code, Kiro, headless).
+- [docs/INSTRUMENT_WITH_OTEL.md](INSTRUMENT_WITH_OTEL.md) — instrumenting your
+  own agent with OTel for Agent Health.
+- [examples/pi-profiling/](../examples/pi-profiling/) — the distribution file
+  and its README.