Add AGENTS.md

AGENTS.md

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+# BayBE Coding Guide for AI Agents
+
+## 1. Project Overview
+**BayBE** (Bayesian Back End) is a Python library for Bayesian optimization and
+experimental design. It targets Python 3.10+.
+
+### Tech Stack
+| Role | Library |
+|------|---------|
+| Data modeling | `attrs` (`@define`) |
+| Serialization | `cattrs` + custom `SerialMixin` |
+| Bayesian optimization | `botorch`, `gpytorch` |
+| Tensor backend | `torch` |
+| Numerics | `numpy`, `pandas`, `scipy`, `scikit-learn` |
+| Testing | `pytest`, `hypothesis` |
+| Linting/formatting | `ruff`, `mypy`, `pydoclint`, `pyupgrade` |
+
+### Directory Layout
+- `baybe/` — Main source package with many subpackages containing structures and objects
+  such as parameters, constraints, targets, etc.
+- `tests/` — Test suite. `conftest.py` has the central fixture system.
+- `docs/` — Sphinx documentation (Furo theme, MyST-Parser). `docs/userguide/` has
+  concept-oriented pages.
+- `examples/` — Runnable example scripts (jupytext percent format).
+- `benchmarks/` — Benchmarking framework.
+- `.github/workflows/` — CI/CD (lint, test, docs, release, benchmark).
+
+### Convention Files
+More specific conventions for subdirectories:
+- `docs/AGENTS.md` — Documentation conventions (Sphinx, MyST, user guide)
+- `examples/AGENTS.md` — Example conventions (jupytext format, SMOKE_TEST)
+- `tests/AGENTS.md` — Testing conventions (pytest, fixtures, parametrize, hypothesis)
+
+## 2. Architecture and Design Principles
+- Campaign is the single stateful class: All other domain objects are frozen or
+  stateless after construction. Do not add mutable state outside `Campaign`
+- Comp-rep vs. exp-rep boundary: The comp-rep transition happens in the surrogate
+  layer, not the recommender. `comp` is reserved for this — never reuse it for
+  "component" or "comparison"
+- Composition over monolith: Use builder pattern (e.g., acquisition functions) and
+  factory classmethods (`from_product`, `from_dataframe`, `from_parameter`) instead of
+  if-else chains
+- Explicit over implicit: No silent errors — raise immediately. Validate eagerly
+  at construction time. Side effects after validation only. Never fall back to
+  degraded or "best effort" mode — if a dependency is missing, data is malformed,
+  or a precondition is not met, abort. Fail before expensive downstream
+  computation (surrogate fitting, acquisition optimization) when prerequisites
+  are not satisfied
+- Separation of concerns: Target transformation ("what/how to transform") is
+  separate from objective ("how to combine targets"). Surrogate owns data
+  scaling/transformation; recommender owns recommendation logic.
+- Design for generalizability. Keep fields private when API may change
+- Keep classes focused — attributes relevant to the general case only
+- Prefer BayBE types over raw external types in interfaces
+- Keep raw data types consistent; defer conversions to point of use
+
+## 3. Class Design
+### attrs Only
+All domain classes use `attrs` `@define`. No dataclasses, no Pydantic.
+- Immutable value objects (parameters, kernels, priors, transformations, objectives,
+  targets): `@define(frozen=True, slots=False)`.
+- Mutable stateful objects (campaign, surrogates, recommenders): `@define`.
+- `slots=False` required with `frozen=True` when `cached_property` is needed. See 
+  `attrs` issue #164
+- Also use `slots=False` when monkeypatching is needed (e.g., `register_hooks`)
+
+### Inheritance: ABC + SerialMixin + Protocol
+1. `Protocol` (`@runtime_checkable`): External/duck-typed interfaces. Always
+   `__slots__ = ()`.
+2. ABC: Shared behavior. Inherits from `ABC` and `SerialMixin`
+3. Concrete classes: Inherit from ABC.
+
+### Fields and Methods
+- Use `field()` with `validator=`, `converter=`, `default=`, `factory=`, `alias=`.
+- Private fields: `_` prefix, typically `init=False`.
+- Store each piece of information once — no data duplication.
+- Use `attrs.evolve()` for modified copies of frozen objects.
+- Use `on_setattr` hooks for cache invalidation on mutable objects.
+- `ClassVar[bool]` for capability flags (`supports_transfer_learning`, etc.).
+- Order class content like this: 1) Attributes, 2) validators and post_init, 3)
+  properties, 4) methods. Within each group use alphabetical order.
+
+### Attribute Docstrings
+String literals immediately below field declarations, blank lines between attributes.
+```python
+name: str = field()
+"""The name of the object."""
+
+values: tuple[float, ...] = field(factory=tuple)
+"""The possible values."""
+```
+
+### Module Epilogue
+Every module using `@define` must end with:
+`gc.collect()` with comment "Collect leftover original slotted classes..."
+
+### Factory Classmethods
+Name descriptively: `from_product`, `from_dataframe`, `from_parameter`, `from_config`,
+`from_json`, `from_dict`, `from_preset`.
+
+### classproperty
+Custom `@classproperty` from `baybe.utils.basic` for class-level computed properties.
+
+## 4. Naming Conventions
+| Element | Convention | Examples |
+|---------|------------|---------|
+| Variables/functions | `snake_case` | `batch_size`, `add_measurements` |
+| Classes | `PascalCase` | `Campaign`, `BotorchRecommender` |
+| Constants | `SCREAMING_SNAKE_CASE` | `_RECOMMENDED`, `_TYPE_FIELD` |
+| Private members | `_` prefix | `_cached_recommendation`, `_fit()` |
+| Booleans | `is_`/`has_`/`supports_` | `is_numerical`, `supports_transfer_learning` |
+| Counts | `n_` prefix | `n_batches_done`, `n_grid_points` |
+| Protocols | `Protocol` suffix | `RecommenderProtocol` |
+| Default/validator methods | `_default_<attr>` / `_validate_<attr>` | |
+
+### Reserved Terminology
+| Term | Reserved Meaning                                               |
+|------|----------------------------------------------------------------|
+| `task` | Transfer learning context only                                 |
+| `comp` / `comp_rep` | Computational representation                                   |
+| `exp_rep` | Experimental representation                                    |
+| `configuration` | Assignment of values to ALL parameters (not individual values) |
+
+### Abbreviations
+- Full words in public API: `searchspace`, `objective`, `measurements`.
+- Short forms in local contexts: `df`, `p` (parameter), `t` (target), `rec`.
+- Established: `comp_rep`, `exp_rep`, `acqf`.
+
+### Additional Rules
+- Use `self.__class__.__name__` not hardcoded class names in errors/repr.
+- No private field names (`_attr`) in user-facing messages — use
+  `fields(type(self)).attr.alias`.
+- Method names start with verbs. Comments capitalize first word.
+
+## 5. Type Annotations
+- **Full coverage**: All signatures including returns. Every field annotated.
+- Uses `from __future__ import annotations` where needed (PEP 563).
+- Modern syntax: `X | Y` (not `Union`), `X | None` (not `Optional`).
+- `TypeAlias` for complex types, `ClassVar[T]` for class metadata.
+- `TypeVar` with `_co` suffix for covariant. `Literal[...]` for constrained strings.
+- `NoReturn` for deprecation properties that always raise.
+- Always use `@typing_extensions.override` on overridden methods (enforced by
+  mypy `explicit-override`).
+- Use positional-only (`/`) and keyword-only (`*`) markers where appropriate.
+- Heavy/optional imports for type annotations go in `if TYPE_CHECKING:` blocks.
+- `# type: ignore` must include specific error code and explaining comment.
+- Use `==` for equality, `is` for identity/sentinels. Prefer `tuple` over `list` for
+  immutable returns. Prefer generic types (e.g., `Collection` over `Sequence` when
+  only `in` is needed).
+
+## 6. Import Conventions
+- Order (enforced by ruff isort): `__future__` | stdlib | third-party | local.
+  `import X` before `from X import ...` within each group.
+- Lazy imports: `torch`, `botorch`, `gpytorch`, `scipy`, `sklearn` must be
+  lazy-loaded inside function bodies. CI tests assert `torch` is not loaded after
+  importing BayBE objects. Non-negotiable.
+- `TYPE_CHECKING` guard: Imports only for annotations go inside
+  `if TYPE_CHECKING:`.
+- Aliasing: BoTorch types use `Bo` prefix (e.g., `BoAcquisitionFunction`).
+- Remove unused imports immediately. Module-level imports preferred except for
+  optional dependency gating.
+
+## 7. Docstring and Comment Style
+### Google-Style Docstrings (enforced by ruff + pydoclint)
+- Module: One-line description.
+- Class: Describe purpose. Attribute docs go below each field, not in class
+  docstring.
+- Method/function: `Args:`, `Returns:`, `Raises:` sections.
+- Types from annotations only (not in docstrings). All raised exceptions documented.
+- Imperative mood for summary line (D401). D105/D107 exempted.
+- Even private properties and `cached_property` need docstrings.
+- Overridden methods inherit docstrings via `@override`.
+- Sphinx roles for cross-refs: `:func:`, `:class:`, `:meth:`. Double backticks for
+  literals.
+- Attrs validators get `# noqa: DOC101, DOC103` (pydoclint confused by
+  `(self, attribute, value)` signature):
+  ```python
+  @some_field.validator
+  def _validate_some_field(self, attribute, value):  # noqa: DOC101, DOC103
+      """Validate some_field."""
+      if value < 0:
+          raise ValueError("some_field must be non-negative.")
+  ```
+
+### Comment Patterns
+- `# TODO:` — planned improvements.
+- `# IMPROVE:` — enhancement ideas (project-specific).
+- `# FIXME[tag]:` — known problems.
+- `# NOTE:` — important context.
+- `##### Section #####` separators in rare occasions where justified.
+- `# >>>>>>>>>> Deprecation` / `# <<<<<<<<<< Deprecation` block delimiters.
+- Do not use other comment styles such as `-----`.
+
+## 8. Error Handling
+- Custom errors and warnings can be found in `baybe/exceptions.py`.
+- f-strings with self-documenting expressions: `f"{batch_size=}"`.
+- Always chain exceptions: `raise ... from ex`.
+- No partial results: Either the full operation succeeds or it raises. Invalid
+  inputs must not produce partial or silently degraded outputs.
+- Warnings originate at source level. Use specific warning classes, not bare `Warning`.
+
+## 9. Serialization
+- Built on `cattrs` with central global `Converter` in `baybe/serialization/core.py`.
+- `SerialMixin` provides `to_dict()`/`from_dict()`, `to_json()`/`from_json()`.
+- Polymorphic deserialization via `"type"` field on abstract bases.
+- DataFrames serialized via pickle + base64.
+- `Campaign` includes `"version"` field. `"constructor"` key enables alternative
+  classmethod deserialization.
+- Register custom cattrs hooks at module level after class definition.
+- Always copy caller-provided dicts before `pop()`/mutation.
+
+## 10. Deprecation Strategy
+Three tiers:
+1. Soft: `warnings.warn(..., DeprecationWarning)` — message says what to use
+   instead and when removal happens.
+2. Hard: `DeprecationError` — fully removed features that must interrupt execution.
+3. Serialization-level: Custom cattrs hooks redirect legacy class names.
+
+- Deprecated class names become wrapper functions that warn and delegate.
+- Mark blocks with `# >>>>>>>>>> Deprecation` / `# <<<<<<<<<< Deprecation`.
+- Old env var names auto-translated with warning at settings init.
+- Private cross-module imports acceptable temporarily during deprecation; clean up
+  when expired.
+- Test in `tests/test_deprecations.py`.
+
+## 11. Validation Patterns
+- Inline validators: `field(validator=(instance_of(str), min_len(1)))`, `in_()`,
+  `deep_iterable()`, custom `finite_float`, `gt()`.
+- Method validators: `@_field.validator` with `# noqa: DOC101, DOC103` for
+  validators needing `self` access.
+- Cross-field: `__attrs_post_init__` when validation involves multiple fields.
+- Converters: `field(converter=to_searchspace)` for automatic type coercion.
+- Reusable validators in `baybe/utils/validation.py`: `finite_float`,
+  `non_nan_float`, `non_inf_float`, `validate_not_nan`, `validate_target_input`,
+  `validate_parameter_input`, `validate_object_names`.
+- Cache invalidation: `on_setattr` hooks on mutable fields.
+
+## 12. Optional Dependencies
+1. Detection (`baybe/_optional/info.py`): `importlib.util.find_spec()` sets boolean
+   flags (`CHEM_INSTALLED`, `ONNX_INSTALLED`, etc.) without importing.
+2. Guarded imports (`baybe/_optional/<dep>.py`): Import or raise
+   `OptionalImportError` with pip install instructions.
+3. In tests: `@pytest.mark.skipif(not CHEM_INSTALLED, ...)`. Use `pytestmark` for
+   module-level skips.
+
+## 13. Public API
+- Every package defines `__all__` (always a `list`). Only concrete user-facing classes
+  exported.
+- Top-level exports: `Campaign`, `Settings`, `active_settings`, `__version__`.
+- Subpackage `__init__.py` re-exports for convenient imports.
+- Aliases allowed (e.g., `EI = ExpectedImprovement`).
+
+## 14. Tooling and CI
+| Tool | Config | Purpose |
+|------|--------|---------|
+| `ruff` | `ruff.toml` | Lint (D, E4, E7, E9, E501, F, I, W, PL) + format. Line length 88. |
+| `flake8`+`pydoclint` | `pydoclint.toml` | Docstring consistency (DOC rules only) |
+| `mypy` | `mypy.ini` | Type checking. `explicit-override`, `unused-ignore` enabled. |
+| `pyupgrade` | `.pre-commit-config.yaml` | Python 3.10+ syntax |
+
+Pre-commit hooks: pydoclint, ruff (lint+format), uv-lock, pyupgrade.
+Tox environments: `fulltest`, `coretest`, `lint`, `mypy`, `audit`, `docs`.
+Coverage: 70% overall, 45% per-file minimum.
+CI runs on push/PR to `main`/`dev/**`: changelog check, lint, typecheck, audit,
+coretest, fulltest. Docs and benchmarks on releases.
+For each development, ensure `tox -e mypy-py310` runs without problems.
+The entire test suite is too expensive to run all the time, but you should select
+relevant tests from `tests/` or newly created tests to validate your developments.
+For a full list of available tox environments and developer commands, see
+`CONTRIBUTING.md`.
+
+## 15. Git and PR Workflow
+- Feature branches from `main`. `dev/**` for development. Naming: `bug/`, `refactor/`,
+  `feature/`, `benchmarks/`, `docs/`.
+- Rebase preferred for linear history.
+- CHANGELOG.md updated in every PR (CI enforced). Specific entries, complete
+  sentences. Commit named "Update CHANGELOG" as last commit.
+- Use imperative in commit header, e.g. "Add", "Fix", "Rework", "Handle", "Adjust", etc.
+- Keep commit body short and informative. Do not add commit body if it has no
+  additional info compared to the header.
+- Pre-commit must pass. Clean history: squash add/revert pairs, no debug prints.
+- Create a separate commit for logical steps, neither per-file nor one giant commit.
+- When implementing a fix for some pre-existing issue, make a separate commit with
+  explanation.
+
+## 16. Anti-Patterns to Avoid
+- No monolithic if-else chains — use builder/strategy patterns.
+- No position-based argument matching — use name-based.
+- No dead/unreachable code.
+- No data duplication.
+- No eager imports of heavy deps (torch, scipy, sklearn, botorch) — lazy-load.
+- Do not mix reserved terminology (`task` = TL only, `comp` = comp-rep only).
+- No hardcoded enum values in comments — link the enum.
+- No private field names in user-facing messages — use public alias.
+- No hardcoded class names in repr/errors — use `self.__class__.__name__`.
+- No silent errors. No mutation of caller-provided dicts.
+- No silent defaults or "best effort" fallbacks — if input is invalid, raise.
+- No proceeding past failed preconditions into expensive computation.
+- No stale cross-references. No inconsistent terminology in docstrings.
+- No conftest pollution — prefer local fixtures.
+- Tests must test what they claim. No duplicated test logic — parametrize.

CHANGELOG.md

@@ -14,6 +14,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
   for determining the Pareto front
 - Interpoint constraints for continuous search spaces
 - Transfer learning benchmarks for shifted and inverted Hartmann functions
+- Coding convention instructions for agentic developers (`AGENTS.md`, `CLAUDE.md`)
 
 ### Breaking Changes
 - `ContinuousLinearConstraint.to_botorch` now returns a collection of constraint tuples

CLAUDE.md

@@ -0,0 +1 @@
+@AGENTS.md

baybe/exceptions.py

@@ -1,5 +1,6 @@
 """Custom exceptions and warnings."""
 
+import gc
 from typing import Any
 
 import pandas as pd
@@ -172,3 +173,7 @@ class InvalidTargetValueError(Exception):
 
 class NotAllowedError(Exception):
     """An operation was attempted that is not allowed in the current context."""
+
+
+# Collect leftover original slotted classes processed by `attrs.define`
+gc.collect()

docs/AGENTS.md

@@ -0,0 +1,38 @@
+# AGENTS.md — BayBE Documentation Conventions
+
+## Toolchain
+Sphinx + Furo theme + MyST-Parser (Markdown). Also: sphinx-autodoc-typehints,
+sphinxcontrib-bibtex, jupytext (example conversion), autosummary (API reference).
+Config in `docs/conf.py`.
+
+## Structure
+- `docs/userguide/` — Concept-oriented pages (campaigns, parameters, targets,
+  objectives, constraints, etc.)
+- `docs/faq.md` — FAQ with dropdown directives
+- `docs/known_issues.md` — Known issues with fix suggestions
+- `docs/templates/` — RST templates for autosummary
+- `docs/scripts/` — Build scripts (`build_documentation.py`, `build_examples.py`)
+
+## User Guide
+- Contains explanations for high-level concepts
+- Provides runnable code snippets, uses admonitions, links to relevant examples. Keep
+  the snippets very concise 
+- Use fenced code blocks with triple backticks (e.g. ```python) for runnable code that
+  is also tested in the doc tests
+- Use fenced code blocks with tildes (e.g. ~~~python) for code examples that cannot be
+  tested, e.g. if they reference objects that do not exist within the snippet or the
+  test fixtures
+
+## MyST Syntax Reference
+- Cross-refs: "{class}`~baybe.campaign.Campaign`",
+  "{meth}`~baybe.campaign.Campaign.recommend`", "{doc}`/userguide/campaigns`".
+  The `~` shortens display to final component
+- Admonitions: `{admonition} Title` with `:class: note|important|tip|warning|caution|info`.
+- Anchors: `(ANCHOR_NAME)=` above a heading, reference via "{ref}`ANCHOR_NAME`".
+- For math use: `$...$` inline, `$$...$$` display, `{math}` directive.
+
+## Writing Style
+- Precise wording ("possible" vs "optional" — "optional" has typing meaning).
+- Use consistent terminology within a page (don't mix `search space` / `searchspace` /
+  `SearchSpace`).
+- Double backticks for literals. Keep cross-references up-to-date when paths change.

docs/conf.py

@@ -97,7 +97,7 @@
 # Tell sphinx where to find the templates
 templates_path = ["templates"]
 # Tell sphinx which files should be excluded
-exclude_patterns = ["sdk"]
+exclude_patterns = ["sdk", "AGENTS.md", "CLAUDE.md", "**/AGENTS.md", "**/CLAUDE.md"]
 autodoc_exclude_modules = ["baybe.utils.clustering_algorithms.third_party.kmedoids"]
 
 # Enable markdown