Screening source-write development benchmark¶

ProjectScreeningWriteBenchmark measures screening source saves on a real MongoDB replica set in three arms, selected per cell by the ScreeningWriteArm enum:

Arm (artifact metric)	What one submission executes
`SourceOnly` (`*_source_only`)	Statistics writes off. With `ReviewEligibilityPolicy` off: the capacity-save overload with tracking off, a version-filtered `FindOneAndReplace` (`find` + `findAndModify`). With it on: the controller's flag-off branch, an uncached Project read per attempt and `TrySaveActivityReviewAsync` (its eligibility transaction and Project token write).
`Transactional` (`*_materialized`)	Unchanged from earlier artifacts: the six-argument capacity save inside the statistics snapshot transaction, with the durable-mode read, envelope and receipt pre-check and the real screening writer and coordinator. `ReviewEligibilityPolicy` off only.
`Fold` (`*_fold`)	`ProjectScreeningFoldSave` exactly as `ReviewController.TrySaveScreeningOnFoldPathAsync` drives it with `materializedProjectStatisticsFold` on and the project in fold mode, over a target that mirrors `ReviewScreeningFoldTarget`: private load with the persisted inclusion statuses, durable-mode and control reads, duplicate checks, deadline, free fold-only retries and the three-attempt budget, then `SaveScreeningOnFoldPathAsync` (or `TrySaveActivityReviewAsync` with eligibility on). The real `ProjectStatisticsFoldWorker` drains after every batch, outside the timed window.

Every cell runs with ReviewEligibilityPolicy off and on. With it off, all three arms run; with it on, SourceOnly and Fold run (*_eligibility_source_only, *_eligibility_fold). The transactional arm is not run with eligibility on: the gate does not compare against it, and running it would need a new driver path rather than the unchanged historical one.

Like-for-like. With tracking off, the fold arm's write is the plain version-filtered FindOneAndReplace; the SourceOnly arm's capacity overload with tracking off issues the same command with the same filter, minus statistics, which is why it is the gate's baseline. The controller's own flag-off branch with tracking off uses TrySaveExistingAsync (ReplaceOne, one update) instead; both are one write round trip. The controller's GetOrDefaultAsync before TrySaveScreeningAsync (cached process-wide for two seconds) is outside every arm: SourceOnly and Transactional time their own source load, which the fold arm replaces with its private load, as the design's command budget counts it. Each request owns a separate repository and cache, reloads after an optimistic conflict and keeps the API's three-attempt limit. Reviewer membership and authorization (except the eligibility stage check), event dispatch and HTTP are outside the fixture.

The minimum corpus, PS-WRITE-01, contains one screening project and ten studies. Each matrix cell uses 1, 2, 5 or 10 reviewers submitting to the same study or separate studies. Later rounds alternate inclusion/exclusion decisions by the same reviewers (the reviewer-correction pattern). With eligibility on, every reviewer is an active member with the stage Review grant. The artifact's corpus counts describe maximum matrix dimensions, not a claim that every cell has ten active reviewers. This is deliberately not a large-project PS-DS-02 benchmark. Scale values other than 1 are refused.

Reproduce¶

From the PR worktree root:

SYRF_STATS_DATASET=PS-WRITE-01 SYRF_STATS_ITERATIONS=100 SYRF_STATS_WARMUP=10 \
SYRF_STATS_RESULTS_DIR=/tmp/syrf-screening-write-results \
dotnet test src/libs/project-management/SyRF.ProjectManagement.Mongo.Data.Tests/SyRF.ProjectManagement.Mongo.Data.Tests.csproj \
  --filter FullyQualifiedName~ProjectScreeningWriteBenchmark

One run measures every arm in every cell, with ReviewEligibilityPolicy off and on; there is no per-arm variable. Command counting is opt-in. Add SYRF_STATS_COUNT_ROUNDTRIPS=1 to the command above for the command breakdown; leave it unset for a no-subscriber control timing. Without the dataset variable, ordinary CI skips this benchmark. The existing replica-set fixture owns and removes its mongo:8.0 container. Existing shared-runner resource limits apply when SYRF_TEST_JOB_KEY is set; the artifact records that policy and the runtime/server environment. No deployed database, credentials or live flags are needed. Run it only on an idle host: the programme's threshold is a one-minute load average per CPU of at most 0.5.

Each cell's gate (b) verdict is in the artifact note <cell>_fold_gate_b (and <cell>_eligibility_fold_gate_b); the historical transactional gate stays in <cell>_p95_gate.

What the harness now records¶

Following the write-overhead diagnosis (screening-write-overhead-diagnosis.md, #3255), three things changed in what this harness reports. The artifact schema is extended, never renamed, so an existing reader of Durations, Notes or the *_outcomes keys is unaffected.

Command counting is opt-in via SYRF_STATS_COUNT_ROUNDTRIPS. A CommandStartedEvent subscriber forces the driver to materialise every command document, and the materialised arm issues many times more commands than the source-only arm, so the recorder's own cost is asymmetric between the two arms being compared. Running once without it gives a no-subscriber control timing. When it is off, commands and commit_attempts read not_counted rather than zero, and no RoundTrips record is emitted.
Commands are broken down by driver command name, in the artifact's existing RoundTrips field, so a reduction is attributable to a specific command class rather than only to a batch total. The per-name counts are windowed exactly as the total is, so they sum to commands.
Per-attempt command counts are recorded in the *_commands_per_attempt note, for the single-reviewer cells only. With two or more reviewers the submissions run concurrently against one shared counter, so a per-attempt delta would include another reviewer's commands; the artifact says so rather than publishing a figure it cannot support.

The duplicate pre-check's assertion also moved outside the timed window. ResolveByReceiptAsync itself stays inside it, because production runs the same pre-check before opening a transaction.

Evidence and interpretation¶

The existing BenchmarkResults format records p50/p95 submission duration and repository-attempt duration. Submission time includes source reload, envelope/receipt reads, classification and retries. It excludes seeding, assertion queries, HTTP middleware, assignment, event dispatch and background work. The source-only baseline performs no statistics admission reads. Candidate/baseline ordering alternates by reviewer count. Each variant has its own warmup.

Every batch checks exact persisted decisions against successful submissions, and enabled batches also check exact authoritative/projection parity, operation receipt/delta presence, committed projection revision advancement and the coalesced outbox's client revision. Exhausted retries are reported as failures to save. A repeated decision can save source without a classified delta; these saves are counted separately and correctly have no statistics receipt/delta. There is no silent exception-to-success conversion. Driver command monitoring counts all commands during submissions, commit attempts and UnknownTransactionCommitResult failures; it excludes seeding and post-batch assertion queries. There is no injected unknown-commit failure in this timing run.

The p95 overhead gate is strictly less than 10%. Its result is emitted for each matrix cell, never asserted as a CI correctness test on a shared development host. All-submission latency includes exhausted requests, so a lower p95 with a worse success rate cannot establish a usable performance improvement. The artifact includes saved, conflict, exhausted and no-delta counts so that tradeoff remains visible. Maximum serialized summary bytes are also recorded.

This slice keeps active-reviewer tracking off and enables only ProjectScreening maintenance. It does not establish reviewer-family maintenance overhead, reservation/assignment throughput, annotation write cost, non-capacity API latency, large-project capacity, live rollout consistency or production acceptance. Those required programme measurements remain ordered follow-up evidence. Existing deterministic replica-set tests separately prove the non-capacity transaction conflict response and rollback.

Development result: 5 September 2026¶

The 100-iteration artifact records 10 warmup batches per variant. All exact correctness assertions passed. Every p95 overhead gate failed. These measurements leave the performance acceptance gate open.

Target	Reviewers	Baseline p95 ms	Materialized p95 ms	Overhead	Baseline saved	Materialized saved
Same study	1	8.57	64.64	654%	100/100	100/100
Same study	2	11.24	47.56	323%	200/200	117/200
Same study	5	20.35	44.77	120%	300/500	141/500
Same study	10	28.90	44.55	54%	329/1000	146/1000
Different studies	1	6.19	48.65	686%	100/100	100/100
Different studies	2	6.14	94.55	1441%	200/200	200/200
Different studies	5	7.71	80.96	950%	500/500	350/500
Different studies	10	21.89	134.89	516%	1000/1000	598/1000

The different-study result exposes contention on shared project statistics despite independent source records: 1,406 optimistic conflicts and 402 exhausted submissions in its ten-reviewer candidate cell. No unknown-commit failure was observed. Summary documents remained at most 1,982 bytes in this small corpus. The artifact's no_delta_saves field counts successful source saves without a statistics transition, so it includes every source-only baseline save; it is not a count of unchanged source data.

Required continuation #3255 owns the bounded write-path performance and contention improvement before claiming activation readiness. Increasing retries alone would trade exhausted requests for more load and latency; it does not establish the required overhead threshold. Re-run this matrix after the chosen change and add the required reviewer-family and active-tracking variants as their writers become available. The present slice does not silently expand maintenance or alter the existing three-attempt source contract to make its numbers pass.

Dependency integration measurement: 13 September 2026¶

After merging main and reviewer-maintenance prerequisite #3297 at 0803a4ec5, the opt-in smoke run (3 measured batches, 1 warmup) passed. A separate 30-batch artifact then ran all eight cells with five warmup batches per variant against disposable MongoDB 8.0.28 on .NET 10.0.0. Each cell still has one project and ten studies, and only ProjectScreening is enabled. The measured total is 1,080 submissions per variant; warmup is excluded. Every source/projection, receipt/delta and outbox correctness assertion passed. No unknown-commit failure was observed.

All eight overhead gates failed again. Thirty batches are a modest local measurement, not a large-project, current-controller, staging or production acceptance result. The historical 100-iteration artifact above remains unchanged. This run records that dependency revision; it does not establish a comparable host-controlled trend against September 5.

Target	Reviewers	Baseline p95 ms	Materialized p95 ms	Overhead	Baseline saved	Materialized saved
Same study	1	11.10	84.44	660.79%	30/30	30/30
Same study	2	24.68	57.83	134.28%	60/60	36/60
Same study	5	26.49	52.90	99.70%	90/150	46/150
Same study	10	30.73	60.30	96.22%	97/300	44/300
Different studies	1	8.40	62.83	647.97%	30/30	30/30
Different studies	2	8.46	93.91	1010.16%	60/60	60/60
Different studies	5	11.36	96.04	745.78%	150/150	105/150
Different studies	10	14.60	86.96	495.69%	300/300	176/300

Baseline exhausted 263 of 1,080 submissions after 1,005 total optimistic conflicts; materialized exhausted 553 after 1,883 conflicts. Exhaustion is a failed save, never counted as success. During measured submissions the driver recorded 4,649 baseline commands versus 28,104 materialized commands, including 527 materialized commit attempts. Those command counts exclude assertion queries and seeding. The higher command count and contention are observed diagnostic evidence; this slice introduces no unmeasured partitioning or write-protocol changes to chase the threshold.

Reproduce this sample with the command above using SYRF_STATS_ITERATIONS=30 and SYRF_STATS_WARMUP=5. Focused integration validation additionally passed 67 tests covering durable mode saves, optimistic contention and reviewer materialization; with no dataset variable the benchmark was skipped as intended. Performance follow-up remains #3255, and rollout stays gated by the failed write-overhead criterion and the separate live acceptance requirements.

The later integration of #3297 at 266a8dac3 includes Sonar fixes, legacy null-list recovery and a real Project-document admission write for reviewer maintenance. The recorded artifact predates those fixes. Reviewer maintenance remains disabled in this benchmark; measuring its additional write and contention requires a separately enabled workload before rollout acceptance. No fresh performance measurement is claimed by this integration.

Paired run 2026-09-15 (loaded host)¶

main at 0fe1716f6 and #3475 at 6546bb25d were run back to back, same host, same minute, SYRF_STATS_ITERATIONS=30 SYRF_STATS_WARMUP=5 SYRF_STATS_COUNT_ROUNDTRIPS=1, MongoDB 8.0.28 on .NET 10.0.0. Artifacts: main arm, #3475 arm.

Both the pre-#3475 main arm and the post-#3475 candidate arm ran on the same loaded host; neither was an idle-host fixture. Load average was 20-45 with roughly 130 CI containers running throughout both arms. This measurement therefore fails the hygiene rule this programme set for itself — "run unchanged main and the candidate back to back on the same idle host" — in one specific respect: the p95 columns below are indicative only and no ratio derived from them may be quoted. The command, conflict, exhaustion and saved counts are deterministic work counts rather than timings and are the reliable part of this run.

Cell	Commands (main → #3475)	Conflicts	Exhausted	Saved	Materialised p95 ms	Source-only p95 ms
same_study 1	900 → 630	0 → 0	0 → 0	30 → 30	118.72 → 56.53	58.55 → 12.62
same_study 2	1390 → 1090	82 → 80	25 → 25	35 → 35	95.67 → 53.62	13.29 → 17.18
same_study 5	2812 → 2553	343 → 343	111 → 111	39 → 39	84.33 → 56.52	15.73 → 26.41
same_study 10	5196 → 4974	779 → 770	251 → 246	49 → 54	58.99 → 71.41	41.99 → 30.72
different_studies 1	900 → 630	0 → 0	0 → 0	30 → 30	47.91 → 42.95	6.44 → 8.68
different_studies 2	2612 → 1860	58 → 60	0 → 0	60 → 60	103.98 → 75.32	38.86 → 5.90
different_studies 5	5090 → 3779	193 → 193	44 → 43	106 → 107	103.06 → 93.50	7.31 → 5.85
different_studies 10	9296 → 7142	434 → 428	125 → 118	175 → 182	94.07 → 98.10	9.94 → 10.15

What this establishes¶

The command reductions are real and match the unit measurement. The uncontended cells fall 900 -> 630 over 30 submissions, i.e. 30 -> 21 commands per save, exactly the figure ProjectScreeningWriteRoundTripBudgetTests asserts. The candidate artifact's per-command-name breakdown for that cell is find 390, update 120, insert 60, findAndModify 30, commitTransaction 30 — 13 finds, 4 updates, 2 inserts, 1 findAndModify and 1 commit per save — and its per-attempt note records 16 commands inside the repository save, leaving 5 before the transaction.
The contended cells drop by more in absolute terms, because a conflicting attempt also does less wasted work: 2612 -> 1860 at two different-study reviewers, 5090 -> 3779 at five, 9296 -> 7142 at ten.

What this does not establish¶

A4's contention effect is not demonstrated. Conflicts and exhaustion are essentially unchanged (58->60 / 0->0; 193->193 / 44->43; 434->428 / 125->118). Ordering the contended writes first was expected to cut the work a loser does, not the number of losers, and that is what the counts show — a loser still loses. The small movements in saved (175 -> 182 at ten different-study reviewers, 49 -> 54 at ten same-study) are within the noise of a loaded host and are not claimed as an improvement.
No latency claim. Materialised p95 is lower in six of the eight cells and higher in two, but the source-only p95 of the same cell moved by as much as 6.6x between arms (different_studies 2: 38.86 ms on main against 5.90 ms on the candidate) purely from host load. That is why the artifacts' own *_p95_gate overhead percentages are not reproduced here: under this load they measure the scheduler, not the change.
Every one of the eight <10% overhead gates still fails, in both arms. Nothing here moves the performance acceptance gate.

At the time, an idle-host re-run was owed before any rollout claim; it was run on 2026-09-30 (see Idle-host run 2026-09-30 below) and the gate still fails. The defensible statement about this change remains the one the command counts support: nine fewer round trips per conflict-free save, and proportionally less wasted work per losing attempt.

Idle-host run 2026-09-30¶

main at 65ae1099b, MongoDB 8.0.28 on .NET 10.0.0, PS-WRITE-01 at SYRF_STATS_ITERATIONS=100 SYRF_STATS_WARMUP=10, exactly the Reproduce command above. Three sequential runs from one scratch worktree, one build:

(a) timing, no command counting: artifact.
(b) command count, SYRF_STATS_COUNT_ROUNDTRIPS=1: artifact.
© repeat of (a), for run-to-run variance: artifact.

Reviewer maintenance is not an arm and there is no env toggle for it. The harness fixes ActiveReviewerTrackingEnabled = false and toggles only MaterializedProjectStatisticsWrites between the two arms, so no run of this benchmark measures enabled reviewer maintenance. STATUS asks for it; that measurement still needs a separately enabled workload and is not claimed here.

Host conditions¶

The machine is also the CI runner host (48 CPUs). The doc's idle threshold is load per CPU at most 0.5.

Run	Load average at start	Peak 1-minute load during/after	Peak load per CPU	Docker containers running
(a) timing	4.42	7.88	0.16	56-58
(b) counting	7.53	10.75	0.22	57-58
© repeat	7.78	14.85	0.31	57

Load stayed below the threshold in every snapshot, so no waiting was needed. About 57 CI containers were present throughout but mostly idle; the load-average figures are the evidence, not a claim of an empty host. The 15 September runs above had load 20-45.

Results (run a)¶

Overhead is materialized p95 over source-only p95 minus one. The gate is strictly under 10%.

Target	Reviewers	Source-only p50 ms	Source-only p95 ms	Materialized p50 ms	Materialized p95 ms	Overhead	Gate
Same study	1	4.08	7.76	37.51	61.21	689%	FAIL
Same study	2	5.75	11.12	31.40	43.85	294%	FAIL
Same study	5	10.99	19.07	25.63	43.95	131%	FAIL
Same study	10	18.87	30.20	28.80	44.24	46%	FAIL
Different studies	1	4.79	5.82	35.40	39.31	575%	FAIL
Different studies	2	4.90	5.94	42.82	81.20	1268%	FAIL
Different studies	5	4.70	5.92	43.89	81.84	1283%	FAIL
Different studies	10	5.15	13.88	43.54	84.29	507%	FAIL

Run-to-run variance (overhead per cell in runs a, c and the counting run b, whose subscriber adds its own asymmetric cost): same study 689/611/596, 294/293/289, 131/128/116, 46/51/53; different studies 575/662/766, 1268/1426/1438, 1283/1366/1167, 507/1088/570. The verdict is stable; the individual percentages are not, especially the source-only p95 in the low-millisecond cells (a 1 ms shift in a 5-6 ms baseline moves the ratio by 15-20%). Do not quote a single percentage to more than order of magnitude.

Outcomes and command counts¶

Saved, conflicts and exhaustion are from run a; commands are from the counting run b (100 batches, so submissions per cell are 100 times the reviewer count).

Target	Reviewers	Source-only saved	Materialized saved	Source-only conflicts / exhausted	Materialized conflicts / exhausted	Source-only commands (per submission)	Materialized commands (per submission)
Same study	1	100/100	100/100	0 / 0	0 / 0	200 (2.0)	2500 (25.0)
Same study	2	200/200	116/200	100 / 0	268 / 84	700 (3.5)	4143 (20.7)
Same study	5	302/500	142/500	896 / 198	1125 / 358	3300 (6.6)	9172 (18.3)
Same study	10	310/1000	151/1000	2376 / 690	2612 / 849	7724 (7.7)	17669 (17.7)
Different studies	1	100/100	100/100	0 / 0	0 / 0	200 (2.0)	2500 (25.0)
Different studies	2	200/200	200/200	0 / 0	198 / 0	400 (2.0)	7600 (38.0)
Different studies	5	500/500	350/500	0 / 0	646 / 150	1000 (2.0)	15513 (31.0)
Different studies	10	1000/1000	601/1000	0 / 0	1401 / 399	2000 (2.0)	28782 (28.8)

No unknown-commit failure occurred and every parity, receipt and outbox assertion passed. Exhaustion is a failed save; a lower materialized p95 in a contended cell does not offset its lower success rate.

Verdict: FAIL, on an idle host¶

All eight cells fail the under-10% p95 gate, with overhead from 46% (ten reviewers, same study) to 1,283% (five reviewers, different studies). The host met the doc's idle definition, so unlike the 15 September paired run these timings are acceptance-grade evidence, and they say the gate is not met. Only the single-reviewer cells are free of contention; they fail by 575-689%, so the cost is structural per-save work and not contention alone.

Different-study cells regress the most in relative terms: source-only saves never conflict there (0 conflicts at every reviewer count), while the materialized arm exhausts 150 of 500 submissions at five reviewers and 399 of 1,000 at ten because every save contends on the shared per-project statistics rows, which drops materialized success to 60% of submissions at ten reviewers.

Cost drivers¶

Uncontended (one reviewer), the materialized save issues 25 commands against 2 (find + findAndModify) source-only. Names are from the counting run's breakdown; the collection order comes from ProjectScreeningWriteRoundTripBudgetTests output at the same commit.

Command	Source-only per save	Materialized per save	Added
`find`	1	16	+15
`update`	0	4	+4
`insert`	0	2	+2
`aggregate`	0	1	+1
`commitTransaction`	0	1	+1
`findAndModify`	1	1	0

This is 25 commands per save, up from the 21 recorded for #3475 on 15 September: the four added commands are the bounded ledger admission probes (aggregate and find on pmProjectStatisticsRevision) and the two pmProjectStatisticsReceiptRetirement reads (receipt retirement guards), all merged after that measurement. In the table these four are the aggregate row's +1 and three of the find row's +15 (one revision probe plus the two retirement reads); the rest of the table was already present in the 21-command count. Under contention the materialized arm also issues one abortTransaction per lost attempt (for example 1,396 aborts at ten different-study reviewers), each preceded by the full read set again.

Top three added command types per save: find (+15), update (+4), insert (+2). The 15 extra reads dominate: the traced order shows pmProjectStatisticsGlobalControl read 3 times (pre-transaction, envelope authority capture, in-transaction), pmProjectStatisticsControl, pmProjectStatisticsSourceOperationReceipt, pmProjectStatisticsReceiptRetirement and pmProjectStatisticsPublicationGuard each read twice (once for the envelope/pre-check, once again inside the transaction), plus two pmProjectStatisticsRevision reads.

Optimisation candidates (not implemented)¶

Each is grounded in the traced sequence above and needs its own correctness review, since the duplicate reads exist to close races between the pre-check and the transaction.

Read pmProjectStatisticsGlobalControl once per submission, not three times. Hold the snapshot captured in BeginOperationAsync and re-validate it inside the transaction with the write's own version guard (or one read whose result the transaction reuses) instead of three separate finds.
Fold the pre-transaction duplicate pre-check into the transaction. ResolveByReceiptAsync and receipt-retirement preflight read the receipt and retirement collections, and the transaction reads both again. A single in-transaction read, with the duplicate result returned from the transaction, removes roughly four finds per save at the cost of opening a transaction for a duplicate.
Combine the Control and PublicationGuard checks into the same read as the receipt admission (one query against a single guard document per project, or one $lookup) instead of one find per guard family.
Merge the two update writes on Control and PublicationGuard, and the read-then-update on the NotificationOutbox, into a single upsert (the outbox already uses a coalesced slot). The 4 updates and 2 inserts are the writes the transaction has to keep, so the saving here is the paired read, not the write.
Address contention separately from round trips. In the different-study cells every save writes the same pmProjectStatisticsCurrent and Control rows, so conflicts and exhaustion (399 of 1,000 at ten reviewers) do not fall with command count. Options: shard the statistics row by study bucket, or accumulate deltas in the already-written revision/ledger rows and fold them asynchronously. This is the design question behind #3255 and #3251, not a local tweak.

Even a large round-trip reduction is unlikely to reach under 10% while a save must run a multi-document transaction against a source path that is a single findAndModify; the gate as written may need Chris's explicit decision, as STATUS already notes.

Limits¶

One project, ten studies, capacity-save path only. Not the current controller path, not HTTP, not staging or production.
Reviewer maintenance and active-reviewer tracking are off; their overhead remains unmeasured.
The source-only p95 in low-millisecond cells is noisy, so percentages differ by up to 2x between identical runs (see above). The pass/fail verdict does not.

Fold arm run 2026-10-02 (slice 6, gate b)¶

Async point-fold slice 6 (design, section 9): the three-arm matrix with ReviewEligibilityPolicy off and on, at 75498052f on #3949 (stacked on the slice-6a P0 branch, with slices 3, 4 and 5 merged), MongoDB 8.0.28 on .NET 10.0.0, PS-WRITE-01 at SYRF_STATS_ITERATIONS=100 SYRF_STATS_WARMUP=10, exactly the Reproduce command above, one build:

(a) timing, no command counting: artifact.
(b) command count, SYRF_STATS_COUNT_ROUNDTRIPS=1: artifact.
© repeat of (a), for run-to-run variance: artifact.

Every run passed every per-batch check: exact persisted decisions; for the transactional arm, parity, receipts, deltas and the outbox as before; for the fold arm, acceptance 3 after every batch, warmup included (overlay before the drain = authoritative = the legacy FullStats ProjectScreening section; pending entries = the batch's entry-carrying saves; the real worker drains; stored row = authoritative; one receipt per consumed entry; no pending set left).

Host conditions: not acceptance-grade timing¶

The machine is the CI runner host (48 CPUs); the threshold is a one-minute load per CPU of at most 0.5 (load 24). From 22:22 to 00:00 UTC the host was polled every 90 seconds and each run was started the moment load fell to 24 or below, but CI bursts arrived within one to three minutes of every start:

Run	Load at start	1-minute load sampled each minute during the run	Peak per CPU	Load after	Containers
(a) timing	23.85	37.03, 30.67, 39.95, 38.39, 28.81, 16.29, 31.19	0.89	42.74	73-78
(b) counting	27.25	39.70, 25.79, 17.58, 18.03, 22.17, 26.57, 31.79	0.83	30.52	78-83
© repeat	14.77	17.82, 20.35, 46.86, 50.60, 41.57, 52.81, 46.69	1.10	30.02	77-82

The timings below are therefore not acceptance evidence: load exceeded the threshold for most of every run. They are reported because the verdicts were identical in (a) and © in fifteen of sixteen cells and the failing margins are mostly several milliseconds, not noise-sized. The deterministic results (saved, exhausted, conflict attribution, command counts and the per-batch exactness checks) do not depend on host load and are reliable.

Two earlier attempts at a777e0021 failed after seven minutes with Connection refused because there are too many open connections: a client per arm left about 13 connections open on the server after disposal, and the forty arms of the new matrix reached mongod's limit. The harness now shares one instrumented client across arms (6ff78055c); the whole matrix peaks at 33 open connections.

Results (run a, gate b per cell)¶

The Verdict column applies the gate to loaded-host timings, so it is provisional (see the provisional verdict).

Target	Reviewers	Eligibility	Source-only p50 / p95 ms	Fold p50 / p95 ms	Overhead p95	Latency (<10% or <=2 ms)	Exhausted fold / source	Fold saved / expected	Verdict
Same study	1	off	7.03 / 8.19	7.37 / 8.55	+4.4% (+0.36 ms)	pass	0 / 0	100 / 100	PASS
Same study	1	on	7.42 / 12.04	13.41 / 16.57	+37.7% (+4.54 ms)	FAIL	0 / 0	100 / 100	FAIL
Same study	2	off	7.51 / 12.12	11.08 / 20.17	+66.4% (+8.05 ms)	FAIL	0 / 0	200 / 200	FAIL
Same study	2	on	16.45 / 27.93	15.60 / 38.84	+39.1% (+10.91 ms)	FAIL	0 / 0	200 / 200	FAIL
Same study	5	off	16.11 / 23.75	26.53 / 42.26	+77.9% (+18.51 ms)	FAIL	196 / 200	304 / 300	FAIL
Same study	5	on	26.25 / 35.45	33.38 / 46.72	+31.8% (+11.27 ms)	FAIL	261 / 277	239 / 223	FAIL
Same study	10	off	18.37 / 28.86	34.31 / 49.90	+72.9% (+21.04 ms)	FAIL	632 / 677	368 / 323	FAIL
Same study	10	on	31.14 / 43.51	44.84 / 53.87	+23.8% (+10.36 ms)	FAIL	722 / 769	278 / 231	FAIL
Different studies	1	off	5.14 / 6.07	6.95 / 8.01	+32.0% (+1.94 ms)	pass	0 / 0	100 / 100	PASS
Different studies	1	on	10.74 / 13.05	13.36 / 16.02	+22.8% (+2.98 ms)	FAIL	0 / 0	100 / 100	FAIL
Different studies	2	off	5.09 / 6.48	7.21 / 9.11	+40.6% (+2.63 ms)	FAIL	0 / 0	200 / 200	FAIL
Different studies	2	on	16.33 / 20.98	15.78 / 28.17	+34.3% (+7.19 ms)	FAIL	0 / 0	200 / 200	FAIL
Different studies	5	off	4.93 / 5.97	6.94 / 13.12	+119.7% (+7.15 ms)	FAIL	0 / 0	500 / 500	FAIL
Different studies	5	on	17.51 / 34.43	31.08 / 44.60	+29.5% (+10.17 ms)	FAIL	200 / 199	300 / 301	FAIL
Different studies	10	off	5.07 / 7.64	7.04 / 15.48	+102.7% (+7.84 ms)	FAIL	0 / 0	1000 / 1000	FAIL
Different studies	10	on	28.95 / 41.42	43.45 / 50.14	+21.1% (+8.72 ms)	FAIL	688 / 700	312 / 300	FAIL

Exhausted and Fold saved are the literal gate (b) equalities. Where they fail, the fold arm exhausted fewer submissions than source-only (for example 632 against 677 at ten same-Study reviewers) in every cell but one, where it exhausted one more (200 against 199 at five different-Study reviewers with eligibility on, where the Project token serializes every save). Contended exhaustion is timing-dependent and differs run to run in both arms. No fold-arm conflict was statistics-caused in any cell. No conflict was fold-caused either, because the worker drains between batches, not during them; the free fold-only retry is covered by ProjectScreeningFoldEndToEndTests.AFoldBetweenTheLoadAndTheWriteIsAFreeRetry.

Run © agrees: PASS in same_study_1 (eligibility off) and FAIL in every other cell; the one difference is different_studies_1 (eligibility off), +1.94 ms in (a) and +2.00 ms in ©, against a +2 ms allowance.

Transactional arm, for reference (run a, eligibility off)¶

Target	Reviewers	Source-only p95 ms	Transactional p95 ms	Transactional saved	Historical gate
Same study	1	8.19	43.22	100/100	428% FAIL
Same study	2	12.12	47.52	122/200	292% FAIL
Same study	5	23.75	43.41	136/500	83% FAIL
Same study	10	28.86	45.85	156/1000	59% FAIL
Different studies	1	6.07	38.79	100/100	539% FAIL
Different studies	2	6.48	87.61	200/200	1252% FAIL
Different studies	5	5.97	86.10	350/500	1342% FAIL
Different studies	10	7.64	83.09	600/1000	988% FAIL

Outcomes and conflicts (run a)¶

Conflicts are attributed per attempt from the reload the save already performs. Source: Study means the Study's version moved by a write that was not a fold; Source: Project means the Study did not move, so the eligibility transaction lost on the Project (its admission token or the first-review marker). Fold-caused would be a reload whose version moved only by folds. Statistics-caused counts statistics write rejections in the fold arm, and for the transactional arm a reload where the Study did not move. Unattributed is a third-attempt conflict with no reload in the timed path.

Target	Reviewers	Eligibility	Arm	Saved	Exhausted	Conflicts	Source: Study	Source: Project	Statistics-caused	Unattributed
Same study	1	off	SourceOnly	100	0	0	0	0	0	0
Same study	1	off	Fold	100	0	0	0	0	0	0
Same study	1	off	Transactional	100	0	0	0	0	0	0
Same study	1	on	SourceOnly	100	0	0	0	0	0	0
Same study	1	on	Fold	100	0	0	0	0	0	0
Same study	2	off	SourceOnly	200	0	100	100	0	0	0
Same study	2	off	Fold	200	0	100	100	0	0	0
Same study	2	off	Transactional	122	78	256	22	0	156	78
Same study	2	on	SourceOnly	200	0	132	100	32	0	0
Same study	2	on	Fold	200	0	144	100	44	0	0
Same study	5	off	SourceOnly	300	200	900	900	0	0	0
Same study	5	off	Fold	304	196	896	896	0	0	0
Same study	5	off	Transactional	136	364	1134	134	0	636	364
Same study	5	on	SourceOnly	223	277	1028	489	262	0	277
Same study	5	on	Fold	239	261	985	707	278	0	0
Same study	10	off	SourceOnly	323	677	2336	2336	0	0	0
Same study	10	off	Fold	368	632	2215	2215	0	0	0
Same study	10	off	Transactional	156	844	2600	477	0	1279	844
Same study	10	on	SourceOnly	231	769	2505	1169	567	0	769
Same study	10	on	Fold	278	722	2423	1863	560	0	0
Different studies	1	off	SourceOnly	100	0	0	0	0	0	0
Different studies	1	off	Fold	100	0	0	0	0	0	0
Different studies	1	off	Transactional	100	0	0	0	0	0	0
Different studies	1	on	SourceOnly	100	0	0	0	0	0	0
Different studies	1	on	Fold	100	0	0	0	0	0	0
Different studies	2	off	SourceOnly	200	0	0	0	0	0	0
Different studies	2	off	Fold	200	0	0	0	0	0	0
Different studies	2	off	Transactional	200	0	200	0	0	200	0
Different studies	2	on	SourceOnly	200	0	100	0	100	0	0
Different studies	2	on	Fold	200	0	100	0	100	0	0
Different studies	5	off	SourceOnly	500	0	0	0	0	0	0
Different studies	5	off	Fold	500	0	0	0	0	0	0
Different studies	5	off	Transactional	350	150	650	0	0	500	150
Different studies	5	on	SourceOnly	301	199	899	0	700	0	199
Different studies	5	on	Fold	300	200	900	0	900	0	0
Different studies	10	off	SourceOnly	1000	0	0	0	0	0	0
Different studies	10	off	Fold	1000	0	0	0	0	0	0
Different studies	10	off	Transactional	600	400	1398	0	0	998	400
Different studies	10	on	SourceOnly	300	700	2400	0	1700	0	700
Different studies	10	on	Fold	312	688	2379	0	2379	0	0

With eligibility on, the source-only arm itself exhausts 199 of 500 submissions at five different-Study reviewers and 700 of 1,000 at ten: every eligibility save writes the Project's admission token, so different Studies contend on one Project document. That is the source-level contention the design records as deferred item 2; the fold arm meets the same contention and adds none.

Command counts (run b)¶

Target	Reviewers	Eligibility	Source-only per submission	Fold per submission	Transactional per submission	Fold breakdown
Same study	1	off	2.00	5.00	25.00	find 400, findAndModify 100
Same study	1	on	7.00	10.00	n/a	commitTransaction 100, find 700, update 200
Same study	2	off	3.50	9.50	20.44	find 1600, findAndModify 300
Same study	2	on	10.67	17.34	n/a	abortTransaction 141, commitTransaction 200, find 2587, update 541
Same study	5	off	6.60	18.37	18.39	find 7986, findAndModify 1199
Same study	5	on	13.60	25.04	n/a	abortTransaction 988, commitTransaction 234, find 9843, update 1456
Same study	10	off	7.71	20.58	17.65	find 17992, findAndModify 2591
Same study	10	on	14.25	27.70	n/a	abortTransaction 2443, commitTransaction 264, find 22027, update 2971
Different studies	1	off	2.00	5.00	25.00	find 400, findAndModify 100
Different studies	1	on	7.00	10.00	n/a	commitTransaction 100, find 700, update 200
Different studies	2	off	2.00	5.00	38.00	find 800, findAndModify 200
Different studies	2	on	9.50	14.00	n/a	abortTransaction 100, commitTransaction 200, find 2000, update 500
Different studies	5	off	2.00	5.00	31.10	find 2000, findAndModify 500
Different studies	5	on	13.20	20.80	n/a	abortTransaction 900, commitTransaction 300, find 7700, update 1500
Different studies	10	off	2.00	5.00	29.04	find 4000, findAndModify 1000
Different studies	10	on	14.11	22.88	n/a	abortTransaction 2391, commitTransaction 306, find 17182, update 3003

Per submission, uncontended (one reviewer): source-only find + findAndModify = 2; fold = the private Study find, the durable-mode find and the control find concurrently, then the pre-write durable-mode re-read find, then findAndModify = 5, in three sequential round trips against two; transactional = 25. With eligibility on: 7 against 10 (the global and control reads, and the durable-mode read inside the eligibility transaction). Under contention every fold retry adds the reload, the durable mode, the control, the receipt and two quarantine reads and the pre-write re-read before its write (8 commands, 4 sequential round trips against the source-only retry's 2), which is why the fold arm's contended cells cost as many commands per submission as the transactional arm.

Command budget per save shape (gate b acceptance 1)¶

FoldSaveCommandBudgetTests and FoldSaveEligibilityCommandBudgetTests (API tests, the real ReviewScreeningFoldTarget, SubmitAnnotationSessionService and AnnotationDeletionFoldTarget) and ProjectStatisticsFoldCommandBudgetTests (Mongo.Data tests, the real repository) run in ordinary CI on a real replica set. Every shape asserts no write to any pmProjectStatistics* collection, the same number of commitTransaction and Project admission-token writes as the same call with statistics and the fold off, and the count below. A positive control asserts that today's transactional screening save does trip the statistics-write detector (24 commands, one commit).

The table is the current code (updated 2026-10-04, after the owner decisions recorded in the gate (b) re-baseline); the run (b) figures above were measured before it and keep the older shapes.

Save shape	Design table, first attempt	As built, first attempt	Before 2026-10-04	Statistics-off today	Difference from the design
Capacity-guarded or plain screening	4	4 (2 sequential rounds)	5 (3 rounds)	2	None. The pre-write durable-mode re-read was dropped by owner decision (d), revised
Screening charged retry (all MVP families requested)	6	8 for the retry (2 rounds); the lost plain attempt has no tail	10 (5 rounds), after a 6-command attempt one that ended with the bulk-update-lock probe	3 (diagnosis, reload, write; 3 rounds)	The screening save carries its annotation half as a second namespace, so the receipt and quarantine reads are per namespace. With one namespace (this benchmark's ProjectScreening-only posture) the retry is 6: reload, mode, control, receipt, quarantine in one concurrent round, then the write
`ReviewEligibilityPolicy` screening	the above + Project + eligibility transaction	9	10	7	None: the fold path adds only its two concurrent control-plane reads; the eligibility transaction no longer re-reads the mode for a fold-path write
Annotation session save, untracked	4	4	5	n/a	None
Annotation session save, tracked	4 in the presence transaction	5 + commit	5 + commit	same commit	The capacity write inside today's presence transaction keeps its in-transaction mode read; the one commit is today's presence transaction
Annotation session delete	4	5	6	n/a	The deletion target's Project read (cached in the host; one `find` on a miss)
Reservation release	4	5	5	2	The Project read the entry's context digest is computed from (cached in the host; one `find` on a miss)
Reservation claim	3, or 4 without the caller's Project	3 / 4	3 / 4	1	None
Eligibility admission	today's transaction + global + control	today + 2	today + 2	5	None

The capacity-guarded screening shape keeps its diagnosis read after a lost write (it tells "at capacity" from a stale copy), so its charged retry is three sequential rounds rather than two.

Red first: the screening, release and retry assertions were first written at the design table's counts and failed with the traces above (for example Expected commands to contain 4 item(s) ... but found 5), then set to the as-built counts with the reason recorded beside each.

Provisional verdict, loaded host (not acceptance evidence)¶

Latency misses gate (b) on these timings; statistics cause no conflicts. This is not the gate (b) verdict. The timings were taken on a loaded host (host conditions), so gate (b) stays open until an idle-host rerun (planned on Bramble). Only the deterministic results below (conflict attribution, saved and exhausted counts, command counts and the per-batch exactness checks) are final.

Zero statistics-caused conflicts and failures in every cell, both eligibility settings, every run. No fold-arm save failed for a statistics reason.
Latency misses the limits in fourteen of sixteen cells in run (a) (fifteen in run ©), on a host that was not idle; provisional until the idle-host rerun. The uncontended fold save adds about 2 ms at p50 and p95 (one sequential round trip plus a slightly larger majority-acknowledged write). Contended cells add 7-21 ms at p95, because a fold retry costs four sequential round trips against two.
Exhaustion equality fails literally in the contended cells: the fold arm exhausted fewer submissions than source-only in all but one of them (one more, 200 against 199).

Cost drivers and the deferred optimisation¶

Drivers 1 and 2 were acted on after the idle-host run: see Gate (b) re-baselined 2026-10-04. The analysis below is as of 2026-10-02.

The pre-write durable-mode re-read in SaveScreeningOnFoldPathAsync (and the annotation and deletion writes that share it) is the only extra sequential round trip on an uncontended save. The design (section 2, "Durable reviewer-mode check") accepts that the mode check is not atomic with the write, and invariant 13 makes a mode-transition owner wait FoldPreWriteDeadline + the writer grace before treating the fleet as transitioned. Whether that wait makes the re-read redundant is a safety decision for the design owner, not a benchmark change.
Retry cost. Every charged retry runs the stored checks (receipt and quarantine, per namespace, plus the drop ranges) and the re-read, which dominates the contended cells.
Write size. Both writes are a findAndModify that returns the document. The fold write also carries the pending set (a larger document both ways) and an explicit majority write concern, which on this replica set matches the server's implicit default, so this is a minor term.

Deferred item 3 (coalescing the global and project control reads into one $unionWith aggregate, or moving FoldMode onto the Project) was not applied. Both reads already run concurrently with the private Study load, so coalescing them removes one command but no sequential round trip; it cannot close a gap of about one round trip, and it would cross the boundary between the save (which reads the control) and the writer target (which reads the mode). Driver 1 is the lever that matches the measurement.

Limits¶

Host load exceeded the threshold during every run, so no timing here is acceptance-grade.
One project, ten studies; reviewer-tracking off (the capacity filter is not exercised by the timed fold write; the command-budget tests cover the tracked shape). Not HTTP, staging or production.
The fold worker drains between batches only, so fold-caused conflicts and free retries are not exercised by this benchmark (they are covered by the fold end-to-end tests).
The fold target mirrors ReviewScreeningFoldTarget command for command (the benchmark project cannot reference the API host); the API command-budget tests run the real target.

Idle-host fold run 2026-10-03 (Bramble)¶

The idle-host rerun the slice-6 verdict was waiting for. Bramble (20 CPUs), main at c45648aeb, MongoDB 8.0.20 on .NET 10.0.12, PS-WRITE-01 at SYRF_STATS_ITERATIONS=100 SYRF_STATS_WARMUP=10, exactly the Reproduce command, three runs back to back:

run 1, timing: artifact.
run 2, timing repeat: artifact.
counted, SYRF_STATS_COUNT_ROUNDTRIPS=1: artifact.

The one-minute load stayed between 2.8 and 5.4 (at most 0.27 per CPU, under the 0.5 threshold), so these timings are acceptance-grade. Every per-batch exactness check passed in every run.

Verdict under the gate as then defined: FAIL. One cell passed in runs 1 and 2 (same_study_1_reviewers), two in the counted run. Every cell had zero statistics-caused and zero fold-caused conflicts. The failures were of two kinds:

Latency. The uncontended eligibility-off fold save cost about +1.2-2.2 ms at the mean, most of it the sequential pre-write durable-mode re-read (one find, about 1.3 ms here). With eligibility on, the extra sequential read was the durable-mode read inside the eligibility transaction. Under same-study contention the retry dominated: 55-70% of the overhead at 5 and 10 reviewers, because a charged fold retry cost 9 commands in 5 sequential rounds against source-only's 3 in 3.
Exhaustion equality. fold_exhausted_equals_source_only and fold_saved_matches failed in every contended cell with five or more reviewers, in both directions, for reasons that were not statistics-caused: free retries never fired (fold_conflicts=0), so both arms raced the same three-attempt budget, and the same arm's exhaustion varied run to run by as much as the arms differed (for example 199 to 157 between runs of one arm).

The contended fold windows also opened new pooled connections (isMaster/saslContinue) while timed, which explains fold maxima of 116-147 ms against 34-55 ms for source-only.

Gate (b) re-baselined 2026-10-04¶

The design owner decided three changes in one PR (ADR-019 amendment; design decision (d), revised):

The pre-write durable-mode re-read is dropped. The attempt reads the project's FoldMode and the durable reviewer mode once, among its concurrent reads. Fold-path eligibility writes skip the mode read inside the eligibility transaction too.
A charged retry is two sequential rounds. The reload runs concurrently with the control-plane reads, the reload's own lock field replaces the separate bulk-update-lock probe, and the unrecorded-drop ranges are read only after an unknown write result. When the reload shows that a fold moved the Study in between, the control plane is read again after the reload, so a fold racing those concurrent reads can never hide a committed id. The command budget table has the new counts.
The gate is re-baselined, in ScreeningWriteGateB (pinned by ScreeningWriteGateBTests in the ordinary test lane):

Clause	Cells	Rule
Statistics-caused conflicts	every cell, stress cells included	= 0. The run fails after writing its artifact otherwise.
Statistics-caused exhaustion	every cell	= 0. An exhausted submission counts only when its final attempt failed on a statistics-caused conflict (for the fold arm, a fold that moved the Study) or a statistics write rejection. Replaces the literal `fold exhausted == source_only exhausted` and `fold saved == submissions - source_only exhausted` clauses, which are still reported, as information.
Latency	every different-study cell, and the 1-reviewer same-study cells	p95 overhead under 10% or at most +2 ms.
Latency	same-study cells with 2, 5 and 10 reviewers	Reported as `STRESS` figures, no PASS/FAIL. Every reviewer edits one Study in lockstep for 100 batches, so these cells measure retry cost under contention that a real project does not sustain, not save cost.

The harness also warms the connection pool before the first timed window: the shared client keeps a minimum pool of 64 connections and rounds of concurrent pings open them first (connection_pool_warmup note), and each arm's _outcomes note reports connections_opened inside its timed windows. The artifact schema is additive: every earlier key keeps its meaning, and the gate note appends gate_definition, latency_gated, statistics_caused_exhausted and statistics_clean, with gate_b_summary tallying the run.

The acceptance rerun¶

The rerun happens on Bramble after this change merges, not on the CI host. Use the Reproduce command twice for timing and once with SYRF_STATS_COUNT_ROUNDTRIPS=1, at a load of at most 0.5 per CPU. Gate (b) passes when, in both timing runs:

gate_b_summary shows failed=0 and statistics_unclean_cells=0;
every latency-gated cell's note shows verdict=PASS;
the counted run shows the new shapes: 4 commands per uncontended eligibility-off fold submission, 9 with eligibility on, and 6 per charged retry in this ProjectScreening-only posture;
connections_opened=0 (or close to it) inside the timed windows of the contended fold arms.

The stress cells' figures are recorded in the results, not judged.