@higher.archi/boe 1.0.28 → 1.0.30

package/dist/engines/loyalty/engine.js

@@ -0,0 +1,132 @@
+"use strict";
+/**
+ * Loyalty Engine
+ *
+ * Point ledger engine that manages earning rules with category multipliers,
+ * point transactions, tier-qualified balances, and promotion stacking.
+ * Unlike other BOE engines, the Loyalty engine maintains a running balance
+ * ledger across operations.
+ *
+ * @example
+ * ```typescript
+ * const engine = new LoyaltyEngine();
+ * const compiled = compileLoyaltyRuleSet({ ... });
+ *
+ * // Stream purchases as they arrive
+ * const r1 = engine.ingest({ memberId: 'M001', amount: 250, category: 'dining' }, compiled);
+ * // r1.pointsEarned: 500, r1.newBalance: 500
+ *
+ * engine.getBalance('M001'); // { currentBalance: 500, ... }
+ * ```
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LoyaltyEngine = void 0;
+const core_1 = require("../../core");
+const strategy_1 = require("./strategy");
+class LoyaltyEngine {
+    wm;
+    strategy;
+    _ledger = new Map();
+    constructor(workingMemory) {
+        this.wm = workingMemory ?? new core_1.WorkingMemory();
+        this.strategy = new strategy_1.LoyaltyExecutor();
+    }
+    // ========================================
+    // IWorkingMemory Implementation
+    // ========================================
+    add(input) {
+        return this.wm.add(input);
+    }
+    remove(factId) {
+        return this.wm.remove(factId);
+    }
+    update(input) {
+        return this.wm.update(input);
+    }
+    get(factId) {
+        return this.wm.get(factId);
+    }
+    getByType(type) {
+        return this.wm.getByType(type);
+    }
+    getAll() {
+        return this.wm.getAll();
+    }
+    has(factId) {
+        return this.wm.has(factId);
+    }
+    size() {
+        return this.wm.size();
+    }
+    clear() {
+        this.wm.clear();
+    }
+    getChanges() {
+        return this.wm.getChanges();
+    }
+    clearChanges() {
+        this.wm.clearChanges();
+    }
+    // ========================================
+    // Engine Execution
+    // ========================================
+    /**
+     * Execute a loyalty ruleset against all facts in working memory.
+     *
+     * @param ruleSet - Compiled loyalty ruleset
+     * @param options - Runtime options (asOf date)
+     * @returns Loyalty result (earning, redemption, or tier-evaluation)
+     */
+    execute(ruleSet, options = {}) {
+        return this.strategy.run(ruleSet, this.wm, this._ledger, options);
+    }
+    // ========================================
+    // Streaming Ingest
+    // ========================================
+    /**
+     * Process a single purchase/activity event incrementally.
+     *
+     * Each call computes points earned, updates the internal ledger,
+     * evaluates tier status, and returns the result with the new balance.
+     * Only works with earning strategy rulesets.
+     *
+     * @param eventData - Event data with memberId, amount, and optional category
+     * @param ruleSet - Compiled earning ruleset
+     * @param asOf - Reference time (default: now)
+     * @returns Earning result with updated balance
+     */
+    ingest(eventData, ruleSet, asOf = new Date()) {
+        return this.strategy.earnSingle(eventData, ruleSet, this._ledger, asOf);
+    }
+    // ========================================
+    // Ledger Operations
+    // ========================================
+    /**
+     * Get the current balance for a member.
+     * Returns undefined if the member has no transactions.
+     */
+    getBalance(memberId) {
+        return this._ledger.get(memberId);
+    }
+    /**
+     * Get the full ledger state (all member balances).
+     */
+    getLedger() {
+        return new Map(this._ledger);
+    }
+    /**
+     * Reset the ledger, clearing all member balances.
+     * Does not affect working memory.
+     */
+    resetLedger() {
+        this._ledger.clear();
+    }
+    // ========================================
+    // Utility Methods
+    // ========================================
+    getWorkingMemory() {
+        return this.wm;
+    }
+}
+exports.LoyaltyEngine = LoyaltyEngine;
+//# sourceMappingURL=engine.js.map

package/dist/engines/loyalty/engine.js.map

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package/dist/engines/loyalty/index.d.ts

@@ -0,0 +1,8 @@
+/**
+ * Loyalty Engine -- Point Ledger Management
+ */
+export type { LoyaltyStrategy, PointTransactionType, TierStatus, QualifyingMetric, EvaluationPeriod, EarningRule, RedemptionOption, LoyaltyTierDefinition, PromotionRule, ExpirationPolicy, PointTransaction, MemberBalance, EarningRuleSet, RedemptionRuleSet, TierEvaluationRuleSet, LoyaltyRuleSet, CompiledEarningRuleSet, CompiledRedemptionRuleSet, CompiledTierEvaluationRuleSet, CompiledLoyaltyRuleSet, EarningResult, RedemptionResult, MemberTierResult, TierEvaluationResult, LoyaltyResult, LoyaltyOptions, LoyaltyIngestResult } from './types';
+export { compileLoyaltyRuleSet } from './compiler';
+export { LoyaltyExecutor, loyaltyStrategy } from './strategy';
+export { LoyaltyEngine } from './engine';
+//# sourceMappingURL=index.d.ts.map

package/dist/engines/loyalty/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/engines/loyalty/index.js

@@ -0,0 +1,17 @@
+"use strict";
+/**
+ * Loyalty Engine -- Point Ledger Management
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LoyaltyEngine = exports.loyaltyStrategy = exports.LoyaltyExecutor = exports.compileLoyaltyRuleSet = void 0;
+// Compiler
+var compiler_1 = require("./compiler");
+Object.defineProperty(exports, "compileLoyaltyRuleSet", { enumerable: true, get: function () { return compiler_1.compileLoyaltyRuleSet; } });
+// Strategy
+var strategy_1 = require("./strategy");
+Object.defineProperty(exports, "LoyaltyExecutor", { enumerable: true, get: function () { return strategy_1.LoyaltyExecutor; } });
+Object.defineProperty(exports, "loyaltyStrategy", { enumerable: true, get: function () { return strategy_1.loyaltyStrategy; } });
+// Engine
+var engine_1 = require("./engine");
+Object.defineProperty(exports, "LoyaltyEngine", { enumerable: true, get: function () { return engine_1.LoyaltyEngine; } });
+//# sourceMappingURL=index.js.map

package/dist/engines/loyalty/index.js.map

@@ -0,0 +1 @@
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package/dist/engines/loyalty/strategy.d.ts

@@ -0,0 +1,35 @@
+/**
+ * Loyalty Engine Strategy
+ *
+ * Core execution logic for all loyalty strategies:
+ * - earning: compute points from purchase/activity events with category multipliers and promotion stacking
+ * - redemption: process point redemption with balance validation
+ * - tier-evaluation: evaluate members against tier thresholds with upgrade/downgrade detection
+ */
+import type { IWorkingMemory } from '../../core';
+import type { CompiledLoyaltyRuleSet, CompiledEarningRuleSet, LoyaltyOptions, EarningResult, LoyaltyResult, PointTransaction, MemberBalance } from './types';
+export declare class LoyaltyExecutor {
+    run(ruleSet: CompiledLoyaltyRuleSet, wm: IWorkingMemory, ledger: Map<string, MemberBalance>, options?: LoyaltyOptions): LoyaltyResult;
+    runEarning(ruleSet: CompiledEarningRuleSet, wm: IWorkingMemory, ledger: Map<string, MemberBalance>, options?: LoyaltyOptions): EarningResult;
+    /**
+     * Process a single earning event (for streaming ingest).
+     */
+    earnSingle(eventData: Record<string, any>, ruleSet: CompiledEarningRuleSet, ledger: Map<string, MemberBalance>, asOf?: Date): {
+        memberId: string;
+        pointsEarned: number;
+        bonusPointsEarned: number;
+        promotionsApplied: string[];
+        newBalance: number;
+        transactions: PointTransaction[];
+    };
+    private runRedemption;
+    private runTierEvaluation;
+    private findMatchingEarningRules;
+    getOrCreateBalance(ledger: Map<string, MemberBalance>, memberId: string): MemberBalance;
+    private evaluateMemberTier;
+    private getTierMultiplierBonus;
+    private resolveTierStatus;
+}
+/** Singleton instance */
+export declare const loyaltyStrategy: LoyaltyExecutor;
+//# sourceMappingURL=strategy.d.ts.map

package/dist/engines/loyalty/strategy.d.ts.map

@@ -0,0 +1 @@
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package/dist/engines/loyalty/strategy.js

@@ -0,0 +1,405 @@
+"use strict";
+/**
+ * Loyalty Engine Strategy
+ *
+ * Core execution logic for all loyalty strategies:
+ * - earning: compute points from purchase/activity events with category multipliers and promotion stacking
+ * - redemption: process point redemption with balance validation
+ * - tier-evaluation: evaluate members against tier thresholds with upgrade/downgrade detection
+ */
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.loyaltyStrategy = exports.LoyaltyExecutor = void 0;
+// ========================================
+// Helpers
+// ========================================
+function round(value, decimals) {
+    const factor = Math.pow(10, decimals);
+    return Math.round(value * factor) / factor;
+}
+function generateTxId() {
+    return `tx-${Date.now()}-${Math.random().toString(36).slice(2, 8)}`;
+}
+function resolveDotPath(obj, path) {
+    const parts = path.split('.');
+    let current = obj;
+    for (const part of parts) {
+        if (current == null)
+            return undefined;
+        current = current[part];
+    }
+    return current;
+}
+function isPromotionActive(promo, asOf) {
+    if (promo.startDate && new Date(promo.startDate) > asOf)
+        return false;
+    if (promo.endDate && new Date(promo.endDate) < asOf)
+        return false;
+    return true;
+}
+function matchesCategory(promo, category) {
+    if (!promo.categories || promo.categories.length === 0)
+        return true;
+    if (!category)
+        return false;
+    return promo.categories.includes(category);
+}
+// ========================================
+// Strategy Executor
+// ========================================
+class LoyaltyExecutor {
+    run(ruleSet, wm, ledger, options = {}) {
+        switch (ruleSet.strategy) {
+            case 'earning':
+                return this.runEarning(ruleSet, wm, ledger, options);
+            case 'redemption':
+                return this.runRedemption(ruleSet, wm, ledger, options);
+            case 'tier-evaluation':
+                return this.runTierEvaluation(ruleSet, wm, ledger, options);
+            default:
+                throw new Error(`Unknown loyalty strategy: '${ruleSet.strategy}'`);
+        }
+    }
+    // ========================================
+    // Earning Strategy
+    // ========================================
+    runEarning(ruleSet, wm, ledger, options = {}) {
+        const startTime = performance.now();
+        const asOf = options.asOf ?? new Date();
+        const asOfIso = asOf.toISOString();
+        // Get all purchase/activity events from WM
+        const events = wm.getAll();
+        const allTransactions = [];
+        let totalPointsEarned = 0;
+        let totalBonusPoints = 0;
+        const promotionsApplied = new Set();
+        let memberId = '';
+        for (const event of events) {
+            const eventMemberId = resolveDotPath(event.data, 'memberId');
+            if (!eventMemberId)
+                continue;
+            memberId = eventMemberId;
+            const amount = resolveDotPath(event.data, 'amount') ?? 0;
+            const category = resolveDotPath(event.data, 'category');
+            // Find matching earning rules
+            const matchingRules = this.findMatchingEarningRules(ruleSet.earningRules, category);
+            const rule = matchingRules.length > 0 ? matchingRules[0] : null;
+            // Calculate base points
+            const baseRate = rule ? rule.baseRate : ruleSet.defaultRate;
+            const multiplier = rule?.multiplier ?? 1;
+            let basePoints = round(amount * baseRate * multiplier, 0);
+            let bonusPoints = rule?.bonusPoints ?? 0;
+            // Apply active promotions
+            const activePromos = ruleSet.promotions.filter(p => isPromotionActive(p, asOf) && matchesCategory(p, category));
+            let promoMultiplier = 1;
+            for (const promo of activePromos) {
+                if (promo.multiplier) {
+                    promoMultiplier *= promo.multiplier;
+                    promotionsApplied.add(promo.id);
+                }
+                if (promo.bonusPoints) {
+                    bonusPoints += promo.bonusPoints;
+                    promotionsApplied.add(promo.id);
+                }
+            }
+            // Apply tier multiplier bonus
+            const balance = this.getOrCreateBalance(ledger, memberId);
+            const tierBonus = this.getTierMultiplierBonus(balance.currentTier, ruleSet.tiers);
+            promoMultiplier *= (1 + tierBonus);
+            basePoints = round(basePoints * promoMultiplier, 0);
+            const totalForEvent = basePoints + bonusPoints;
+            if (totalForEvent > 0) {
+                const tx = {
+                    id: generateTxId(),
+                    memberId,
+                    type: 'earn',
+                    points: totalForEvent,
+                    category,
+                    ruleId: rule?.id,
+                    timestamp: asOfIso,
+                    metadata: { amount, baseRate, multiplier: multiplier * promoMultiplier, bonusPoints }
+                };
+                allTransactions.push(tx);
+                totalPointsEarned += basePoints;
+                totalBonusPoints += bonusPoints;
+                // Update ledger
+                balance.totalEarned += totalForEvent;
+                balance.currentBalance += totalForEvent;
+                balance.qualifyingPoints += totalForEvent;
+            }
+        }
+        // Update tier if tiers are defined
+        if (memberId && ruleSet.tiers.length > 0) {
+            const balance = this.getOrCreateBalance(ledger, memberId);
+            this.evaluateMemberTier(balance, ruleSet.tiers, asOfIso);
+        }
+        const finalBalance = memberId ? this.getOrCreateBalance(ledger, memberId) : { currentBalance: 0 };
+        const executionTimeMs = round((performance.now() - startTime) * 100, 0) / 100;
+        return {
+            memberId,
+            transactions: allTransactions,
+            pointsEarned: totalPointsEarned,
+            bonusPointsEarned: totalBonusPoints,
+            promotionsApplied: Array.from(promotionsApplied),
+            newBalance: finalBalance.currentBalance,
+            executionTimeMs
+        };
+    }
+    /**
+     * Process a single earning event (for streaming ingest).
+     */
+    earnSingle(eventData, ruleSet, ledger, asOf = new Date()) {
+        const asOfIso = asOf.toISOString();
+        const memberId = eventData.memberId;
+        if (!memberId) {
+            return { memberId: '', pointsEarned: 0, bonusPointsEarned: 0, promotionsApplied: [], newBalance: 0, transactions: [] };
+        }
+        const amount = eventData.amount ?? 0;
+        const category = eventData.category;
+        const matchingRules = this.findMatchingEarningRules(ruleSet.earningRules, category);
+        const rule = matchingRules.length > 0 ? matchingRules[0] : null;
+        const baseRate = rule ? rule.baseRate : ruleSet.defaultRate;
+        const multiplier = rule?.multiplier ?? 1;
+        let basePoints = round(amount * baseRate * multiplier, 0);
+        let bonusPoints = rule?.bonusPoints ?? 0;
+        const promotionsApplied = [];
+        const activePromos = ruleSet.promotions.filter(p => isPromotionActive(p, asOf) && matchesCategory(p, category));
+        let promoMultiplier = 1;
+        for (const promo of activePromos) {
+            if (promo.multiplier) {
+                promoMultiplier *= promo.multiplier;
+                promotionsApplied.push(promo.id);
+            }
+            if (promo.bonusPoints) {
+                bonusPoints += promo.bonusPoints;
+                promotionsApplied.push(promo.id);
+            }
+        }
+        // Apply tier multiplier bonus
+        const balance = this.getOrCreateBalance(ledger, memberId);
+        const tierBonus = this.getTierMultiplierBonus(balance.currentTier, ruleSet.tiers);
+        promoMultiplier *= (1 + tierBonus);
+        basePoints = round(basePoints * promoMultiplier, 0);
+        const totalForEvent = basePoints + bonusPoints;
+        const transactions = [];
+        if (totalForEvent > 0) {
+            const tx = {
+                id: generateTxId(),
+                memberId,
+                type: 'earn',
+                points: totalForEvent,
+                category,
+                ruleId: rule?.id,
+                timestamp: asOfIso,
+                metadata: { amount, baseRate, multiplier: multiplier * promoMultiplier, bonusPoints }
+            };
+            transactions.push(tx);
+            balance.totalEarned += totalForEvent;
+            balance.currentBalance += totalForEvent;
+            balance.qualifyingPoints += totalForEvent;
+        }
+        // Update tier
+        if (ruleSet.tiers.length > 0) {
+            this.evaluateMemberTier(balance, ruleSet.tiers, asOfIso);
+        }
+        return {
+            memberId,
+            pointsEarned: basePoints,
+            bonusPointsEarned: bonusPoints,
+            promotionsApplied,
+            newBalance: balance.currentBalance,
+            transactions
+        };
+    }
+    // ========================================
+    // Redemption Strategy
+    // ========================================
+    runRedemption(ruleSet, wm, ledger, options = {}) {
+        const startTime = performance.now();
+        const asOf = options.asOf ?? new Date();
+        const asOfIso = asOf.toISOString();
+        // Get redemption request from WM
+        const requests = wm.getAll();
+        if (requests.length === 0) {
+            throw new Error('No redemption request found in working memory');
+        }
+        const request = requests[0];
+        const memberId = resolveDotPath(request.data, 'memberId');
+        const optionId = resolveDotPath(request.data, 'optionId');
+        if (!memberId)
+            throw new Error('Redemption request requires memberId');
+        if (!optionId)
+            throw new Error('Redemption request requires optionId');
+        // Find matching redemption option
+        const option = ruleSet.redemptionOptions.find(o => o.id === optionId);
+        if (!option) {
+            throw new Error(`Unknown redemption option: '${optionId}'`);
+        }
+        // Validate sufficient balance
+        const balance = this.getOrCreateBalance(ledger, memberId);
+        if (balance.currentBalance < option.pointsRequired) {
+            throw new Error(`Insufficient balance: ${balance.currentBalance} points available, ` +
+                `${option.pointsRequired} required for '${option.id}'`);
+        }
+        // Build redemption transaction
+        const tx = {
+            id: generateTxId(),
+            memberId,
+            type: 'redeem',
+            points: -option.pointsRequired,
+            ruleId: option.id,
+            timestamp: asOfIso,
+            metadata: { optionId: option.id, value: option.value, unit: option.unit }
+        };
+        // Update balance
+        balance.totalRedeemed += option.pointsRequired;
+        balance.currentBalance -= option.pointsRequired;
+        const executionTimeMs = round((performance.now() - startTime) * 100, 0) / 100;
+        return {
+            memberId,
+            redemption: tx,
+            pointsRedeemed: option.pointsRequired,
+            redemptionValue: option.value,
+            remainingBalance: balance.currentBalance,
+            executionTimeMs
+        };
+    }
+    // ========================================
+    // Tier Evaluation Strategy
+    // ========================================
+    runTierEvaluation(ruleSet, wm, ledger, _options = {}) {
+        const startTime = performance.now();
+        // Get all members from WM
+        const memberFacts = wm.getAll();
+        const members = [];
+        const tierDistribution = {};
+        // Initialize tier distribution
+        for (const tier of ruleSet.tiers) {
+            tierDistribution[tier.id] = 0;
+        }
+        tierDistribution['none'] = 0;
+        for (const fact of memberFacts) {
+            const memberId = resolveDotPath(fact.data, 'memberId');
+            if (!memberId)
+                continue;
+            const balance = this.getOrCreateBalance(ledger, memberId);
+            // If qualifying points are provided in the fact, use them
+            const factQualifying = resolveDotPath(fact.data, 'qualifyingPoints');
+            if (factQualifying !== undefined) {
+                balance.qualifyingPoints = factQualifying;
+            }
+            const previousTier = balance.currentTier;
+            // Find the highest qualifying tier
+            let matchedTier;
+            for (let i = ruleSet.tiers.length - 1; i >= 0; i--) {
+                if (balance.qualifyingPoints >= ruleSet.tiers[i].qualifyingThreshold) {
+                    matchedTier = ruleSet.tiers[i];
+                    break;
+                }
+            }
+            const currentTierId = matchedTier?.id ?? 'none';
+            const status = this.resolveTierStatus(balance, matchedTier, previousTier, ruleSet.tiers);
+            // Find next tier
+            let nextTier;
+            if (matchedTier) {
+                const currentIdx = ruleSet.tiers.findIndex(t => t.id === matchedTier.id);
+                if (currentIdx < ruleSet.tiers.length - 1) {
+                    nextTier = ruleSet.tiers[currentIdx + 1];
+                }
+            }
+            else if (ruleSet.tiers.length > 0) {
+                nextTier = ruleSet.tiers[0];
+            }
+            const result = {
+                memberId,
+                currentTier: currentTierId,
+                previousTier: previousTier !== currentTierId ? previousTier : undefined,
+                qualifyingPoints: balance.qualifyingPoints,
+                nextTierThreshold: nextTier?.qualifyingThreshold,
+                pointsToNextTier: nextTier
+                    ? Math.max(0, nextTier.qualifyingThreshold - balance.qualifyingPoints)
+                    : undefined,
+                status,
+                benefits: matchedTier?.benefits ?? []
+            };
+            members.push(result);
+            tierDistribution[currentTierId] = (tierDistribution[currentTierId] ?? 0) + 1;
+            // Update ledger with new tier
+            balance.currentTier = currentTierId;
+        }
+        const executionTimeMs = round((performance.now() - startTime) * 100, 0) / 100;
+        return {
+            members,
+            tierDistribution,
+            executionTimeMs
+        };
+    }
+    // ========================================
+    // Shared Helpers
+    // ========================================
+    findMatchingEarningRules(rules, category) {
+        if (!category) {
+            return rules.filter(r => !r.category);
+        }
+        const categoryMatch = rules.filter(r => r.category === category);
+        if (categoryMatch.length > 0)
+            return categoryMatch;
+        return rules.filter(r => !r.category);
+    }
+    getOrCreateBalance(ledger, memberId) {
+        let balance = ledger.get(memberId);
+        if (!balance) {
+            balance = {
+                memberId,
+                totalEarned: 0,
+                totalRedeemed: 0,
+                totalExpired: 0,
+                currentBalance: 0,
+                qualifyingPoints: 0
+            };
+            ledger.set(memberId, balance);
+        }
+        return balance;
+    }
+    evaluateMemberTier(balance, tiers, asOfIso) {
+        let matchedTier;
+        for (let i = tiers.length - 1; i >= 0; i--) {
+            if (balance.qualifyingPoints >= tiers[i].qualifyingThreshold) {
+                matchedTier = tiers[i];
+                break;
+            }
+        }
+        const newTierId = matchedTier?.id;
+        if (newTierId && newTierId !== balance.currentTier) {
+            balance.currentTier = newTierId;
+            balance.tierQualifiedAt = asOfIso;
+        }
+    }
+    getTierMultiplierBonus(currentTierId, tiers) {
+        if (!currentTierId)
+            return 0;
+        const tier = tiers.find(t => t.id === currentTierId);
+        return tier?.multiplierBonus ?? 0;
+    }
+    resolveTierStatus(balance, matchedTier, previousTier, allTiers) {
+        if (!matchedTier)
+            return 'at-risk';
+        // Check if this is a downgrade
+        if (previousTier) {
+            const prevIdx = allTiers.findIndex(t => t.id === previousTier);
+            const currIdx = allTiers.findIndex(t => t.id === matchedTier.id);
+            if (prevIdx > currIdx)
+                return 'downgrade-pending';
+        }
+        // Check if near retention threshold
+        if (matchedTier.retentionThreshold !== undefined) {
+            if (balance.qualifyingPoints < matchedTier.retentionThreshold) {
+                return 'at-risk';
+            }
+        }
+        return 'qualified';
+    }
+}
+exports.LoyaltyExecutor = LoyaltyExecutor;
+/** Singleton instance */
+exports.loyaltyStrategy = new LoyaltyExecutor();
+//# sourceMappingURL=strategy.js.map

package/dist/engines/loyalty/strategy.js.map

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