Add enhanced configuration templates for adaptive I/O features
- Introduced a comprehensive configuration template (config-adaptive.toml) for adaptive I/O, enabling improved upload/download dual stack with various performance optimizations, security settings, and network resilience features. - Created a test configuration template (test-config.toml) mirroring the adaptive configuration for testing purposes. - Added a simple test configuration (test-simple-config.toml) for basic adaptive features testing with essential parameters. - Included an empty Jupyter notebook (xep0363_analysis.ipynb) for future analysis related to XEP-0363.
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ADAPTIVE_IO_INTEGRATION.md
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ADAPTIVE_IO_INTEGRATION.md
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# Adaptive I/O Integration Guide
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## Overview
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This guide explains how to integrate the new adaptive I/O engine into the existing HMAC file server without breaking existing functionality.
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## Integration Strategy
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### Phase 1: Add Adaptive Components (Backward Compatible)
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1. **Add the adaptive I/O file** - Already created as `adaptive_io.go`
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2. **Update main.go imports and initialization**
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3. **Add new configuration options**
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4. **Enable gradual rollout**
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### Phase 2: Gradual Migration
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1. **Enable adaptive mode via configuration flag**
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2. **Run both old and new handlers in parallel**
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3. **Monitor performance differences**
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4. **Migrate users progressively**
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### Phase 3: Full Adoption
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1. **Default to adaptive mode**
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2. **Maintain fallback options**
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3. **Remove old code paths (optional)**
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## Implementation Steps
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### Step 1: Update main.go Initialization
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Add to the main function in `cmd/server/main.go`:
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```go
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// Add after existing initialization, before starting the server
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if conf.Performance.AdaptiveBuffers {
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initStreamingEngine()
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log.Info("Adaptive I/O engine enabled")
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}
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// Initialize multi-interface support if enabled
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if conf.NetworkResilience.MultiInterfaceEnabled {
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log.Info("Multi-interface network switching enabled")
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}
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```
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### Step 2: Update Configuration Structure
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Add to the configuration structures in `main.go`:
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```go
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// Add new configuration sections
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type PerformanceConfig struct {
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AdaptiveBuffers bool `toml:"adaptive_buffers" mapstructure:"adaptive_buffers"`
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MinBufferSize string `toml:"min_buffer_size" mapstructure:"min_buffer_size"`
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MaxBufferSize string `toml:"max_buffer_size" mapstructure:"max_buffer_size"`
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BufferOptimizationInterval string `toml:"buffer_optimization_interval" mapstructure:"buffer_optimization_interval"`
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InitialBufferSize string `toml:"initial_buffer_size" mapstructure:"initial_buffer_size"`
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ClientProfiling bool `toml:"client_profiling" mapstructure:"client_profiling"`
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ConnectionTypeDetection bool `toml:"connection_type_detection" mapstructure:"connection_type_detection"`
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PerformanceHistorySamples int `toml:"performance_history_samples" mapstructure:"performance_history_samples"`
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}
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type ClientOptimizationConfig struct {
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Enabled bool `toml:"enabled" mapstructure:"enabled"`
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LearningEnabled bool `toml:"learning_enabled" mapstructure:"learning_enabled"`
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AdaptationSpeed string `toml:"adaptation_speed" mapstructure:"adaptation_speed"`
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UserAgentAnalysis bool `toml:"user_agent_analysis" mapstructure:"user_agent_analysis"`
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ConnectionFingerprinting bool `toml:"connection_fingerprinting" mapstructure:"connection_fingerprinting"`
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PerformanceClassification bool `toml:"performance_classification" mapstructure:"performance_classification"`
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StrategyMobile ClientOptimizationStrategy `toml:"strategy_mobile" mapstructure:"strategy_mobile"`
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StrategyDesktop ClientOptimizationStrategy `toml:"strategy_desktop" mapstructure:"strategy_desktop"`
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StrategyServer ClientOptimizationStrategy `toml:"strategy_server" mapstructure:"strategy_server"`
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}
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type ClientOptimizationStrategy struct {
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BufferSize string `toml:"buffer_size" mapstructure:"buffer_size"`
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ChunkSize string `toml:"chunk_size" mapstructure:"chunk_size"`
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RetryMultiplier float64 `toml:"retry_multiplier" mapstructure:"retry_multiplier"`
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TimeoutMultiplier float64 `toml:"timeout_multiplier" mapstructure:"timeout_multiplier"`
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}
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// Add to main Config struct
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type Config struct {
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Server ServerConfig `toml:"server" mapstructure:"server"`
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Performance PerformanceConfig `toml:"performance" mapstructure:"performance"` // New
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ClientOptimization ClientOptimizationConfig `toml:"client_optimization" mapstructure:"client_optimization"` // New
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NetworkInterfaces NetworkInterfacesConfig `toml:"network_interfaces" mapstructure:"network_interfaces"` // New
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Handoff HandoffConfig `toml:"handoff" mapstructure:"handoff"` // New
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Uploads UploadsConfig `toml:"uploads" mapstructure:"uploads"`
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Downloads DownloadsConfig `toml:"downloads" mapstructure:"downloads"`
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// ... existing fields
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}
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// Add network interface configuration
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type NetworkInterfacesConfig struct {
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Ethernet NetworkInterfaceSettings `toml:"ethernet" mapstructure:"ethernet"`
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WiFi NetworkInterfaceSettings `toml:"wifi" mapstructure:"wifi"`
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LTE NetworkInterfaceSettings `toml:"lte" mapstructure:"lte"`
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Cellular NetworkInterfaceSettings `toml:"cellular" mapstructure:"cellular"`
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VPN NetworkInterfaceSettings `toml:"vpn" mapstructure:"vpn"`
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}
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type NetworkInterfaceSettings struct {
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BufferSize string `toml:"buffer_size" mapstructure:"buffer_size"`
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ChunkSize string `toml:"chunk_size" mapstructure:"chunk_size"`
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TimeoutMultiplier float64 `toml:"timeout_multiplier" mapstructure:"timeout_multiplier"`
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Priority int `toml:"priority" mapstructure:"priority"`
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}
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type HandoffConfig struct {
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SeamlessSwitching bool `toml:"seamless_switching" mapstructure:"seamless_switching"`
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ChunkRetryOnSwitch bool `toml:"chunk_retry_on_switch" mapstructure:"chunk_retry_on_switch"`
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PauseTransfersOnSwitch bool `toml:"pause_transfers_on_switch" mapstructure:"pause_transfers_on_switch"`
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SwitchNotificationEnabled bool `toml:"switch_notification_enabled" mapstructure:"switch_notification_enabled"`
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InterfaceQualityHistory int `toml:"interface_quality_history" mapstructure:"interface_quality_history"`
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PerformanceComparisonWindow string `toml:"performance_comparison_window" mapstructure:"performance_comparison_window"`
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}
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```
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### Step 3: Add Route Handlers
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Add new route handlers that can coexist with existing ones:
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```go
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// Add to the route setup in main.go
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func setupRoutes() {
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// Existing routes
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http.HandleFunc("/upload", handleUpload)
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http.HandleFunc("/download/", handleDownload)
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// New adaptive routes (optional, for testing)
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if conf.Performance.AdaptiveBuffers {
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http.HandleFunc("/upload/adaptive", handleUploadWithAdaptiveIO)
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http.HandleFunc("/download/adaptive/", handleDownloadWithAdaptiveIO)
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}
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// Override default handlers if adaptive mode is fully enabled
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if conf.Performance.AdaptiveBuffers && conf.Performance.FullyAdaptive {
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http.HandleFunc("/upload", handleUploadWithAdaptiveIO)
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http.HandleFunc("/download/", handleDownloadWithAdaptiveIO)
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}
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}
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```
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### Step 4: Update Existing Handlers (Optional Hybrid Approach)
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Modify existing handlers to use adaptive components when available:
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```go
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// In the existing handleUpload function, add adaptive streaming option:
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func handleUpload(w http.ResponseWriter, r *http.Request) {
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// ... existing authentication and file handling code ...
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// Choose I/O method based on configuration
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if conf.Performance.AdaptiveBuffers && globalStreamingEngine != nil {
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// Use adaptive streaming
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clientIP := getClientIP(r)
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sessionID := generateSessionID()
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written, err := globalStreamingEngine.StreamWithAdaptation(
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dst, file, header.Size, sessionID, clientIP,
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)
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if err != nil {
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http.Error(w, fmt.Sprintf("Error saving file: %v", err), http.StatusInternalServerError)
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uploadErrorsTotal.Inc()
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os.Remove(absFilename)
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return
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}
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} else {
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// Use traditional buffer pool method
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bufPtr := bufferPool.Get().(*[]byte)
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defer bufferPool.Put(bufPtr)
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buf := *bufPtr
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written, err := io.CopyBuffer(dst, file, buf)
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if err != nil {
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http.Error(w, fmt.Sprintf("Error saving file: %v", err), http.StatusInternalServerError)
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uploadErrorsTotal.Inc()
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os.Remove(absFilename)
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return
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}
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}
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// ... rest of existing code ...
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}
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```
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## Configuration Migration
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### Gradual Configuration Rollout
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1. **Start with adaptive buffers disabled**:
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```toml
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[performance]
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adaptive_buffers = false
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```
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2. **Enable for testing**:
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```toml
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[performance]
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adaptive_buffers = true
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client_profiling = true
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```
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3. **Full adaptive mode**:
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```toml
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[performance]
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adaptive_buffers = true
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client_profiling = true
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connection_type_detection = true
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fully_adaptive = true
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```
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### Feature Flags
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Add feature flags for gradual rollout:
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```go
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type PerformanceConfig struct {
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AdaptiveBuffers bool `toml:"adaptive_buffers"`
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FullyAdaptive bool `toml:"fully_adaptive"` // Replace default handlers
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AdaptiveUploads bool `toml:"adaptive_uploads"` // Enable adaptive uploads only
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AdaptiveDownloads bool `toml:"adaptive_downloads"` // Enable adaptive downloads only
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TestingMode bool `toml:"testing_mode"` // Parallel testing mode
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}
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```
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## Testing Strategy
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### Parallel Testing Mode
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Enable both old and new handlers for A/B testing:
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```go
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if conf.Performance.TestingMode {
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// Setup both handlers with different paths
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http.HandleFunc("/upload", handleUpload) // Original
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http.HandleFunc("/upload/adaptive", handleUploadWithAdaptiveIO) // New
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// Route 50% of traffic to each (example)
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http.HandleFunc("/upload/auto", func(w http.ResponseWriter, r *http.Request) {
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if rand.Intn(2) == 0 {
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handleUpload(w, r)
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} else {
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handleUploadWithAdaptiveIO(w, r)
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}
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})
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}
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```
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### Performance Comparison
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Create benchmarking endpoints:
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```go
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http.HandleFunc("/benchmark/upload/original", benchmarkOriginalUpload)
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http.HandleFunc("/benchmark/upload/adaptive", benchmarkAdaptiveUpload)
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```
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## Monitoring and Rollback
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### Enhanced Metrics
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Add comparative metrics:
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```go
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var (
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// Original metrics
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uploadDuration = prometheus.NewHistogram(...)
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uploadErrorsTotal = prometheus.NewCounter(...)
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// Adaptive metrics
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adaptiveUploadDuration = prometheus.NewHistogram(...)
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adaptiveUploadErrorsTotal = prometheus.NewCounter(...)
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adaptiveBufferOptimizations = prometheus.NewCounter(...)
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adaptivePerformanceGains = prometheus.NewHistogram(...)
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)
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```
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### Rollback Strategy
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1. **Configuration-based rollback**:
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```toml
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[performance]
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adaptive_buffers = false # Immediate rollback
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```
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2. **Automatic rollback on high error rates**:
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```go
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func monitorAdaptivePerformance() {
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if adaptiveErrorRate > originalErrorRate * 1.1 {
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log.Warn("Adaptive mode showing higher error rate, reverting to original")
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conf.Performance.AdaptiveBuffers = false
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}
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}
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```
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## Migration Timeline
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### Week 1: Infrastructure Setup
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- Add adaptive I/O code
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- Add configuration options
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- Set up monitoring
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### Week 2: Internal Testing
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- Enable testing mode
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- Run performance comparisons
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- Collect initial metrics
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### Week 3: Limited Rollout
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- Enable for 10% of traffic
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- Monitor performance and errors
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- Gather feedback
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### Week 4: Gradual Expansion
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- Increase to 50% of traffic
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- Fine-tune optimization algorithms
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- Address any issues
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### Week 5: Full Deployment
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- Enable for all traffic
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- Set as default configuration
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- Plan for old code removal
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## Best Practices
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### 1. Monitoring
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- Always monitor both performance and error rates
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- Set up alerts for performance degradation
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- Track buffer optimization effectiveness
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### 2. Configuration
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- Start with conservative settings
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- Enable features gradually
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- Maintain rollback options
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### 3. Testing
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- Test with various file sizes
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- Test with different network conditions
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- Test with various client types
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### 4. Documentation
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- Document performance improvements
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- Update user guides
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- Maintain troubleshooting guides
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## Backward Compatibility
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The adaptive I/O system is designed to be fully backward compatible:
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1. **Existing APIs remain unchanged**
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2. **Configuration is additive** (new sections, existing ones unchanged)
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3. **Default behavior is preserved** when adaptive features are disabled
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4. **No changes to client protocols** required
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## Performance Expectations
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Based on the adaptive optimizations:
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- **High-speed networks**: 30-50% throughput improvement
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- **Mobile networks**: 20-30% improvement in reliability
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- **Variable conditions**: Better adaptation to changing network conditions
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- **Memory usage**: Optimized buffer allocation reduces memory pressure
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- **CPU usage**: Minimal overhead from optimization algorithms
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## Troubleshooting
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### Common Issues
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1. **Higher memory usage**: Adjust `max_buffer_size`
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2. **CPU overhead**: Reduce `buffer_optimization_interval`
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3. **Poor adaptation**: Enable more detailed logging
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4. **Compatibility issues**: Disable specific adaptive features
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### Debug Configuration
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```toml
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[logging]
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level = "debug"
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[performance]
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adaptive_buffers = true
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detailed_logging = true
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optimization_logging = true
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client_profile_logging = true
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```
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This integration guide ensures a smooth transition to the improved dual stack while maintaining system stability and providing clear rollback options.
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