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obikmer/DevDocMD/implementation/partition_layer_cache.md
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Eric Coissac f7ebc7a1ab Centralize partition directory resolution and add caching design spec
Introduce a design specification outlining performance bottlenecks in layer data access and an agreed-upon implementation direction for caching. Refactor the codebase to centralize index and layer directory path resolution within the partition object, replacing manual string joining and external helper functions with dedicated accessor methods.
2026-08-20 15:10:57 +02:00

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Partition and layer caching (discussion)

Status: problem confirmed, design direction agreed (2026-08-20). No implementation started. Ownership split (below) still open.

The problem

Reading a layer's data (MPHF + matrix) is not free: MphfLayer::open mmaps mphf.bin plus (evidence.bin/fingerprint.bin + unitigs.bin), and the matrix side mmaps matrix.pbmx/matrix.pcmx (or one file per genome column if not yet packed). Any code path that reopens a layer per lookup instead of once per run pays this cost repeatedly.

obikphylo::siblings::cache::PartitionCache was built to avoid exactly this for build_sibling_annex/sibling_annex_stats: those commands probe many partitions, once per source layer, over the whole run. Profiling a real run showed wall-clock time dominated by repeated open()/mmap syscalls, not computation — parallelising the naive per-lookup opens spread the cost across cores without reducing it. PartitionCache::build opens every partition's every layer once, up front, in parallel, and keeps the handles alive for the run.

Three independent implementations of the same bundle

Searching the codebase for "who bundles MPHF + matrix, with per-layer format auto-detection" turns up three unrelated implementations:

lives in scope cached?
Layer<D> obilayeredmap one layer, D fixed at compile time held alive by whoever owns the Layer, no policy of its own
Mat obikphylo::siblings::cache one layer, format resolved per instance from an enum of 3 Layer<D> variants yes, via PartitionCache
QueryLayer obikpartitionner::query_layer one layer, (MphfLayer, PersistentBitMatrix|PersistentCompactIntMatrix) pair, bypasses Layer<D> entirely no — opened fresh inside query_partition_with on every call

query_partition_with is obikmer query's normal query path — the one most exposed to repeated cross-partition lookups — and it is the one with no cache at all. obikphylo built a cache first only because sibling-annex construction hits the cost hardest, not because the need is sibling-specific.

The gap in obilayeredmap's existing cache

obilayeredmap::LayeredMap<D> already caches correctly at the granularity of one partition: open(root) opens every layer once, keeps Vec<Layer<D>> alive for the LayeredMap's lifetime. But it is monomorphic — every layer in the Vec must share the same concrete D. In practice this is false: layers in the same partition are packed independently over time (pack --sparse converts one layer's presence matrix at a time), so a partition can genuinely mix PersistentBitMatrix-backed and PersistentSparseBitMatrix-backed presence layers. LayeredMap<D> cannot represent that mix — Mat's 3-way enum exists specifically to work around this gap, one crate away from where the gap actually is.

Resource cost: mmap does not hold a file descriptor

Before deciding how many layers/partitions a cache may hold open simultaneously, the binding constraint needs to be identified correctly.

Confirmed against upstream documentation, not inferred from behaviour:

"After the mmap() call has returned, the file descriptor, fd, can be closed immediately without invalidating the mapping." — mmap(2), man7.org

"The close(2) function does not unmap pages" — mmap(2), Apple Developer

"A file backed Mmap ... will remain valid even after the File is dropped. ... the Mmap handle is completely independent of the File used to create it." — memmap2::Mmap, docs.rs

Every read-only mmap in this codebase already follows this: Mmap::map(&File::open(path)?)? — the File is a temporary, dropped (fd closed) immediately after the mapping is established; every persistent struct (PersistentBitVec, PersistentCompactIntVec, PackedBitMatrix, Evidence, FingerprintVec, ...) stores only the Mmap, never the File. So a cache built on these types does not consume the process's open-file-descriptor budget (ulimit -n, notoriously low by default on macOS) proportionally to how many mmapped files it holds.

It does consume a different resource — the process's virtual-memory mapping table (one entry per active mmap() region). Linux exposes this as vm.max_map_count (default 65530). No documented macOS equivalent (fixed numeric ceiling) was found; the constraint there appears to be virtual address space rather than an explicit mapping counter, but this is not sourced and should not be assumed. This is the resource actually worth measuring before deciding on cache size, not fd count — and it is why packing (matrix.pbmx/matrix.pcmx, one mmap for all columns) matters independently of any caching decision: an unpacked Columnar matrix opens one mmap per genome column, multiplying the mapping count a cache would have to hold by n_genomes.

Layering: who owns what

Established in discussion, not yet coded:

  • obilayeredmap operates within a single partition's index root; it has no notion of "partition" (confirmed independently while fixing open_data/layer_dir — see git history around 2026-08-20). One LayeredMap<D> (or its heterogeneous-D successor) = one partition.
  • Nobody currently owns "the collection of partitions" as reusable state. obikpartitionner::KmerPartition is the closest candidate — it already owns n_partitions()/part_dir(i) — but today it is a pure config/path resolver, not a state holder: dereplicate, count_kmer, obikindex's distance.rs/stats.rs, and obikphylo::PartitionCache::build each independently write their own (0..n_partitions).into_par_iter().map(...) loop and open what they need from scratch.

Direction agreed, not yet implemented

  1. A heterogeneous-format layer type in obilayeredmap (name TBD), generalising Mat's 3-way enum + auto-detection — obilayeredmap already implements LayerData for all three concrete matrix types involved, so it already has the knowledge Mat needed and had to duplicate.
  2. A cache spanning multiple partitions, keeping (2)'s layer type open per partition per layer, for the whole lifetime of a long-running command — generalising PartitionCache minus its sibling-specific parts (fast_mode, find_presence_batch) — living in obikpartitionner (owner of the partition dimension) and built on top of (1).
  3. obikpartitionner::query_partition_with — the normal query path, currently uncached — becomes a consumer of (2), not just obikphylo::PartitionCache.

Open before implementing: exact API shape of (1) and (2), whether Mat is deleted outright or kept as a thin sibling-specific wrapper, and whether (2) needs an eviction policy or can simply hold every partition open for the process lifetime (revisit once the VM-mapping-count question above has a real number behind it for this codebase's scale).