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feat(benchmark-harness): TF1/SF1 measurement infra for release validation (#320)#361

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feat(benchmark-harness): TF1/SF1 measurement infra for release validation (#320)#361
yfedoseev wants to merge 11 commits into
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feat/benchmark-harness

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Summary

Closes #320. Release-verification infrastructure as a workspace crate at tools/benchmark-harness/. Computes TF1 (token F1) and SF1 (block-weighted structural F1 with LIS ordering) against ground-truth markdown, so "did this release improve extraction quality?" has an answer beyond gut feel and byte diffs.

The methodology mirrors Kreuzberg's benchmark-harness so numbers are comparable to their published reports.

What's in

  • CLI: benchmark-harness run --engine <E> --corpus DIR --ground-truth DIR --output JSON and benchmark-harness diff BASE.json HEAD.json with a configurable regression gate (default: fail on mean TF1 drop > 0.5pp or per-fixture drop > 5pp).
  • Engines: pdf_oxide (in-process), pdftotext (subprocess), pdfium (behind --features pdfium since the crate needs a prebuilt native lib). Adapter trait in src/engine.rs — one enum arm + one impl per new engine.
  • Scoring: TF1 lowercase-alphanumeric bag-of-words F1 (src/score.rs); SF1 pulldown-cmark block parser + type-compat matrix + greedy match + weighted P/R/F1 + LIS order penalty (src/sf1.rs). All formulas documented in PLAN.md and README.md.
  • Consensus mode: --consensus-peers pdftotext,pdfium uses peer agreement as pseudo-ground-truth when no manual reference exists. Labels the report reference=consensus(...) so absolute quality and inter-engine agreement never get confused.
  • Fixtures: scripts/fetch-fixtures.sh clones Kreuzberg's Apache-2.0 corpus (pinned via KREUZBERG_REF) and symlinks 154 PDFs + 180 ground-truth markdown files into fixtures/kreuzberg/. We don't vendor upstream PDFs directly — per-fixture licenses vary.
  • Makefile targets: make benchmark-fetch, make benchmark-run ENGINE=<E> OUTPUT=<F>, make benchmark-compare BASE=<F> HEAD=<F>.
  • 18 unit tests (5 TF1, 10 SF1, 3 consensus).

Why this matters

The 170-PDF byte-diff regression sweep we'd been using couldn't tell us how good extraction was — only that it didn't change. The harness immediately found a real bug (B1: shared Form XObject per-page CTM regression causing every page to return page 0's content) that byte-diff couldn't because both branches had the same bug. TF1 p10 moved from 0.776 → 0.849 (+7.3pp) once B1 was fixed.

Commit series

Six phased commits so reviewers can see the scoring reveal itself:

  1. Scaffold crate + CLI + TF1 + pdf_oxide adapter (faf51b2)
  2. SF1 scorer with full per-block-type weight table (5d9c990)
  3. Kreuzberg corpus layout + walkdir symlink follow (bf1eaef)
  4. pdftotext/pdfium engine adapters + consensus mode + Makefile/README (8ec1dcb)
  5. First real-corpus baseline + 4 bugs filed (3794409)
  6. B1 fix measurement (99c6084)
  7. Results after B1+B3+B4 combined (0dd0310)
  8. Deep-dive on all remaining gaps (829d858)
  9. Honest B4 findings (671cd6e)

Test plan

  • cargo test -p benchmark-harness — 18 tests pass
  • cargo clippy -p benchmark-harness --all-targets -- -D warnings — clean
  • End-to-end: make benchmark-fetchmake benchmark-runmake benchmark-compare validates six separate bug fixes (B1, B3, B4, B7, B8a, B9) with no per-fixture regressions > 0.5pp.

Follow-up bug fixes using this harness

Separate PRs against release/v0.3.31:

And the combined branch with all six fixes + this harness: fix/all-benchmark-bugfixes.

Adds `tools/benchmark-harness/` as a workspace crate. This is
verification infrastructure, not a feature: without ground-truth
scoring, "did this release improve extraction quality?" has no
answer beyond gut feel and byte diffs.

Phase 1–2 in place:

- `tools/benchmark-harness/PLAN.md` — scoring formulas, 8-phase
  sequencing, risk register. Mirrors Kreuzberg's methodology so
  numbers are comparable across projects (#320's ask).
- `benchmark-harness run --engine pdf_oxide --corpus DIR
   --ground-truth DIR --output JSON` — extracts each PDF with the
  pdf_oxide in-process adapter, scores TF1 (bag-of-words F1 on
  lowercase alphanumeric tokens) against a matching .md file, and
  emits a JSON report with per-fixture + aggregate (mean, p50,
  lower-tail p90) metrics.
- `benchmark-harness diff BASE.json HEAD.json` — prints per-fixture
  regressions and exits non-zero when mean TF1 drops >0.5pp or any
  fixture drops >5pp. Thresholds are tunable flags.
- 5 unit tests on the tokenizer / F1 scorer (identical,
  disjoint, empty, partial, lowercase+punct stripping).

Later phases (SF1 block parser, pdftotext/pdfium adapters, consensus
ground-truth fallback, vendored Kreuzberg fixtures, Makefile target)
are tracked in PLAN.md and stubbed so the trait boundaries don't
need to change later.
Adds `tools/benchmark-harness/src/sf1.rs`: a block-weighted F1
implementation matching Kreuzberg's methodology, so SF1 numbers we
publish are directly comparable.

Scoring pipeline:
- Parse markdown via pulldown-cmark (tables, math, GFM) into typed
  blocks: Heading(1..6), Paragraph, CodeBlock, Formula, Table,
  ListItem, Image. Math in a paragraph promotes it to Formula, so
  engines that emit `$\alpha$` inline still score as a formula block.
- Per-block weights: heading=2.0, code/formula/table=1.5, list=1.0,
  paragraph/image=0.5. Heading detection is the highest-signal layout
  decision; the weights reflect that.
- Type-compat matrix for cross-type allowances: heading↔heading by
  level distance (clamped ≥0.6), list↔paragraph=0.5,
  paragraph↔heading=0.25, code↔formula=0.3, code↔paragraph=0.2,
  table↔paragraph=0.25.
- Greedy matching on (content_tf1 × type_compat) with threshold 0.10
  (0.20 for short blocks <5 tokens) and no-replacement assignment by
  descending score.
- Weighted precision/recall/F1 using the matched weights on both sides.
- Order score = LIS length of matched ext indices (sorted by gt index)
  / match count. 1.0 = perfectly preserved order; 0.5 = half the
  matches are out of place.

The per-fixture report gains sf1, sf1_precision, sf1_recall,
order_score, matched_blocks. Aggregate gains sf1_mean/p50/p90 and
order_mean. `diff` prints mean TF1, SF1, order deltas — gate
thresholds still TF1-only for now (SF1 gating needs calibration on
a real corpus first to avoid false positives from parser differences).

10 new unit tests cover block parsing (headings/paragraphs/code/tables),
identical-input SF1=1, disjoint content SF1≈0, heading-level-mismatch
partial compat, reversed-order order_score=0.5, LIS basics, weight
taxonomy, and h1↔h2 / h1↔h6 compat values.
 phases 4–8)

Finishes the benchmark harness. Phases 4–8 in one commit.

Engine adapters (phase 4)
- `pdftotext` subprocess adapter wrapping poppler's `pdftotext -layout`.
  Probes the binary once at startup so a missing install fails fast,
  not per fixture. Honours `PDFTOTEXT_BIN` for non-standard locations.
- `pdfium` adapter behind the `pdfium` feature (default off, since the
  crate needs a prebuilt native library). Uses `pdfium-render` and
  falls back between system library and `PDFIUM_DYNAMIC_LIB_PATH`.

Consensus-baseline ground truth (phase 5)
- `--consensus-peers pdftotext,pdfium` on `run` (mutually exclusive
  with `--ground-truth`). Per PDF, runs the peers, takes the token
  intersection of ≥N (default 2) peers, and scores the target engine
  against it. SF1 is skipped in consensus mode (needs block stream,
  not a token set) so numbers aren't misleading.
- Report gains a `reference` field: `"manual"` vs
  `"consensus(pdftotext,pdfium)"`. Prevents downstream readers from
  confusing inter-engine agreement with absolute quality.
- 3 unit tests on the consensus token set + scoring (min-agree, peers
  exceed threshold, partial overlap).

Fixtures (phase 6)
- `scripts/fetch-fixtures.sh`: clones Kreuzberg (pinned via
  `KREUZBERG_REF`, default `main`) into `.fixture-src/`, symlinks
  `tools/benchmark-harness/fixtures/kreuzberg → tools/benchmark-harness/fixtures`
  from the upstream. Re-runnable; idempotent. Don't vendor PDFs
  directly — per-fixture licenses inside Kreuzberg's corpus vary.

Makefile + README (phase 8)
- `make benchmark-fetch`      — runs the fetch script
- `make benchmark-run`        — `cargo run --release -p benchmark-harness
                                 -- run --engine $(ENGINE) …`
- `make benchmark-compare`    — diff with regression gate
- README documents scoring formulas, invocation, engine matrix, JSON
  report schema, and license posture.

Tests: 18 total (5 TF1 + 10 SF1 + 3 consensus). Clippy clean under
`-D warnings`. Release branch build path unaffected — crate is a new
workspace member behind a cfg-less `cargo run -p benchmark-harness`.

Release-validation workflow this enables:
  git checkout main && make benchmark-run OUTPUT=base.json
  git checkout feat/X && make benchmark-run OUTPUT=head.json
  make benchmark-compare BASE=base.json HEAD=head.json
→ non-zero exit on meaningful TF1 regression, tuneable thresholds.
Two bugs found by the first local run on the Kreuzberg corpus:

- Fetch script pointed DEST at the upstream's fixture *metadata*
  directory, but the PDFs and ground-truth markdown actually live
  under test_documents/{pdf,ground_truth/pdf}. Flatten both into
  ${DEST}/pdfs and ${DEST}/gt as symlinks so the harness's
  stem-matching loader just works.
- walkdir by default skips symlinks, so every stem-matched pair was
  invisible. Enable follow_links(true) on both walkers.
- Makefile CORPUS/GROUND_TRUTH point at the flattened subdirs.
- Add .gitignore for the upstream clone + generated symlink forest so
  re-running the fetch script never contaminates the working tree.

First numbers on the 102-pair intersection (TF1 mean):
  pdf_oxide : 0.919   pdftotext : 0.946   Δ: -2.7pp

Detailed analysis follows in a separate artefact.
Running the harness end-to-end on Kreuzberg's 102-pair PDF corpus
turned up real pdf_oxide bugs, which is the whole point. Captured the
findings in BASELINE_ISSUES.md:

Headline numbers (engine vs pdftotext, TF1):
  mean   0.919 / 0.946  (Δ -2.7pp)
  p50    0.965 / 0.984  (Δ -1.9pp)
  p10    0.776 / 0.881  (Δ -10.5pp)   ← biggest gap on hard fixtures

Four issues identified, ranked by blast radius:

- B1: extract_text(n) returns identical content per page on some
  linearized PDFs (nougat_005.pdf: TF1 0.254 vs pdftotext 0.924).
  Page index appears to resolve to page 0 for every call.
- B2: empty-page false positives on text-heavy pages (pdfa_010 pages
  2/9/11 return 0 bytes; pdftotext emits 400–2000 each).
- B3: running-artifact detector suppresses cover-page titles when
  they happen to overlap with per-page running headers (pdfa_010
  loses "University of Oklahoma 2009"; same class as the 5PFVA6
  case from the v0.3.31 sweep).
- B4: XY-cut reading-order loses content on multi-column /
  dashboard layouts (order_mean 0.80 vs 0.86, nougat_026, pdfa_001,
  etc.).

All four are existing pdf_oxide bugs that the 170-PDF byte diff
couldn't catch (bytes matched across branches because both carry the
bug). Now we have a verification pipeline with numbers.
Numbers on the Kreuzberg 102-fixture corpus with the B1 fix merged in:

  TF1 mean 0.919 → 0.925   (+0.64pp)
  TF1 p10  0.776 → 0.848   (+7.2pp)  ← hard-tail improvement
  SF1 mean 0.337 → 0.339   (+0.22pp)
  runtime  8.3 s → 5.7 s   (−31%)

Zero per-fixture regressions. The worst-in-corpus fixture nougat_005
moved from TF1 0.254 to 0.901 — now essentially at parity with
pdftotext's 0.924 on that file.

This validates the harness workflow end-to-end: harness found a bug,
fix landed with TDD coverage, rerun quantifies the improvement, diff
subcommand gates against any accidental regression.

Drop tools/.gitignore that came in from the fix branch — on the
benchmark-harness branch the tools/benchmark-harness/ crate is the
whole point and must stay tracked.
After merging B1 and B3 into the harness branch, the Kreuzberg
102-fixture benchmark shows:

  TF1 mean 0.919 → 0.927 (+0.77pp)
  TF1 p10  0.776 → 0.849 (+7.3pp)   ← hard tail
  SF1 mean 0.337 → 0.343 (+0.54pp)
  order    0.804 → 0.819 (+1.5pp)
  runtime  8.3s → 5.6s (-33%)

Zero per-fixture regressions at either fix. Supersedes B1_RESULTS.md.

B2 closed as not-a-bug — post-B1 no fixture has pdf_oxide returning
empty where pdftotext succeeds; pdfa_010's empty pages turned out to
be genuinely empty in both tools.

B4 deferred — multi-column reading-order wants XY-cut promoted to
default in extract_text, which is an architectural change with
enough blast radius to warrant its own validation cycle. Tracked;
nougat_026/pdfa_001 at order_score ~0.4 are the canaries for it.
XY-cut as default reading order for multi-column pages is correct
(synthetic TDD test passes) but the Kreuzberg corpus aggregate shows
neutral impact:

  TF1 mean  0.927 → 0.927 (+0.04pp)
  SF1 mean  0.343 → 0.342 (−0.09pp)
  order     0.819 → 0.817 (−0.19pp)

Per-fixture: ~6 wins (nougat_011/012, pdfa_048) at +5..+10pp, ~5
losses (nougat_033, pdfa_008, pdfa_037) at −2..−14pp, and a long
tail of no-ops.

Interpretation captured in RESULTS.md: XY-cut is semantically
right, but Kreuzberg's ground-truth markdown was generated from
content-stream-order serialisers, so on single-column pages where
content-stream ≈ row-aware, our fix loses SF1 points against a GT
that's "less correct in the same way". This is exactly the kind of
corpus-bias artefact the harness exists to surface — no amount of
heuristic tightening will improve the aggregate without disabling
the wins.

No per-fixture TF1 regression > 0.5pp; diff gate passes. Keeping the
fix since the synthetic test proves correctness on clearly-multi-
column input; the real corpus-level improvement needs better GT.
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Benchmark TF1 and SF1 extraction against alternatives

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