@higher.archi/boe 1.0.29 → 1.0.31

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

@@ -0,0 +1,221 @@
+/**
+ * Loyalty Engine Types
+ *
+ * Point ledger engine that manages earning rules with category multipliers,
+ * point transactions (earn/redeem/transfer/expire), tier-qualified balances,
+ * and promotion stacking. Unlike other BOE engines, the Loyalty engine
+ * maintains running balance state across operations.
+ */
+import type { Condition } from '../../core/types/condition';
+/** Loyalty strategy to use */
+export declare const LoyaltyStrategies: {
+    readonly earning: "earning";
+    readonly redemption: "redemption";
+    readonly tierEvaluation: "tier-evaluation";
+};
+export type LoyaltyStrategy = typeof LoyaltyStrategies[keyof typeof LoyaltyStrategies];
+/** Point transaction type */
+export declare const PointTransactionTypes: {
+    readonly earn: "earn";
+    readonly redeem: "redeem";
+    readonly expire: "expire";
+    readonly transfer: "transfer";
+    readonly adjust: "adjust";
+};
+export type PointTransactionType = typeof PointTransactionTypes[keyof typeof PointTransactionTypes];
+/** Member tier status */
+export declare const TierStatuses: {
+    readonly qualified: "qualified";
+    readonly atRisk: "at-risk";
+    readonly downgradePending: "downgrade-pending";
+    readonly locked: "locked";
+};
+export type TierStatus = typeof TierStatuses[keyof typeof TierStatuses];
+/** Qualifying metric for tier evaluation */
+export declare const QualifyingMetrics: {
+    readonly pointsEarned: "points-earned";
+    readonly qualifyingSpend: "qualifying-spend";
+    readonly qualifyingNights: "qualifying-nights";
+    readonly qualifyingFlights: "qualifying-flights";
+    readonly qualifyingRentalDays: "qualifying-rental-days";
+    readonly qualifyingCruiseDays: "qualifying-cruise-days";
+};
+export type QualifyingMetric = typeof QualifyingMetrics[keyof typeof QualifyingMetrics];
+/** Evaluation period for tier assessment */
+export declare const EvaluationPeriods: {
+    readonly rolling12Months: "rolling-12-months";
+    readonly calendarYear: "calendar-year";
+    readonly custom: "custom";
+};
+export type EvaluationPeriod = typeof EvaluationPeriods[keyof typeof EvaluationPeriods];
+/** An earning rule that maps activities to points */
+export type EarningRule = {
+    id: string;
+    name?: string;
+    category?: string;
+    baseRate: number;
+    multiplier?: number;
+    conditions?: Condition[];
+    bonusPoints?: number;
+    promotionId?: string;
+};
+/** A redemption option specifying how points can be spent */
+export type RedemptionOption = {
+    id: string;
+    name?: string;
+    type: string;
+    pointsRequired: number;
+    value: number;
+    unit?: string;
+    conditions?: Condition[];
+};
+/** A tier definition with qualifying thresholds and benefits */
+export type LoyaltyTierDefinition = {
+    id: string;
+    name: string;
+    qualifyingThreshold: number;
+    qualifyingMetric: QualifyingMetric;
+    benefits: string[];
+    multiplierBonus?: number;
+    retentionThreshold?: number;
+};
+/** A promotion rule that stacks multipliers or bonus points */
+export type PromotionRule = {
+    id: string;
+    name?: string;
+    multiplier?: number;
+    bonusPoints?: number;
+    categories?: string[];
+    startDate?: string;
+    endDate?: string;
+};
+/** Expiration policy for points */
+export type ExpirationPolicy = {
+    inactivityDays?: number;
+    absoluteMonths?: number;
+    graceDays?: number;
+};
+/** A single point transaction record */
+export type PointTransaction = {
+    id: string;
+    memberId: string;
+    type: PointTransactionType;
+    points: number;
+    category?: string;
+    ruleId?: string;
+    timestamp: string;
+    metadata?: Record<string, any>;
+};
+/** Running balance for a member */
+export type MemberBalance = {
+    memberId: string;
+    totalEarned: number;
+    totalRedeemed: number;
+    totalExpired: number;
+    currentBalance: number;
+    qualifyingPoints: number;
+    currentTier?: string;
+    tierQualifiedAt?: string;
+};
+type LoyaltyRuleSetBase = {
+    id: string;
+    name?: string;
+    mode: 'loyalty';
+    tiers?: LoyaltyTierDefinition[];
+    expirationPolicy?: ExpirationPolicy;
+    promotions?: PromotionRule[];
+};
+/** Earning strategy: compute points earned from purchase/activity events */
+export type EarningRuleSet = LoyaltyRuleSetBase & {
+    strategy: 'earning';
+    earningRules: EarningRule[];
+    defaultRate?: number;
+};
+/** Redemption strategy: process point redemption requests */
+export type RedemptionRuleSet = LoyaltyRuleSetBase & {
+    strategy: 'redemption';
+    redemptionOptions: RedemptionOption[];
+};
+/** Tier evaluation strategy: evaluate members against tier thresholds */
+export type TierEvaluationRuleSet = LoyaltyRuleSetBase & {
+    strategy: 'tier-evaluation';
+    evaluationPeriod?: EvaluationPeriod;
+    tiers: LoyaltyTierDefinition[];
+};
+export type LoyaltyRuleSet = EarningRuleSet | RedemptionRuleSet | TierEvaluationRuleSet;
+type CompiledLoyaltyRuleSetBase = {
+    id: string;
+    name?: string;
+    mode: 'loyalty';
+    tiers: LoyaltyTierDefinition[];
+    expirationPolicy: ExpirationPolicy;
+    promotions: PromotionRule[];
+};
+export type CompiledEarningRuleSet = CompiledLoyaltyRuleSetBase & {
+    strategy: 'earning';
+    earningRules: EarningRule[];
+    defaultRate: number;
+};
+export type CompiledRedemptionRuleSet = CompiledLoyaltyRuleSetBase & {
+    strategy: 'redemption';
+    redemptionOptions: RedemptionOption[];
+};
+export type CompiledTierEvaluationRuleSet = CompiledLoyaltyRuleSetBase & {
+    strategy: 'tier-evaluation';
+    evaluationPeriod: EvaluationPeriod;
+    tiers: LoyaltyTierDefinition[];
+};
+export type CompiledLoyaltyRuleSet = CompiledEarningRuleSet | CompiledRedemptionRuleSet | CompiledTierEvaluationRuleSet;
+/** Result from earning strategy execution */
+export type EarningResult = {
+    memberId: string;
+    transactions: PointTransaction[];
+    pointsEarned: number;
+    bonusPointsEarned: number;
+    promotionsApplied: string[];
+    newBalance: number;
+    executionTimeMs: number;
+};
+/** Result from redemption strategy execution */
+export type RedemptionResult = {
+    memberId: string;
+    redemption: PointTransaction;
+    pointsRedeemed: number;
+    redemptionValue: number;
+    remainingBalance: number;
+    executionTimeMs: number;
+};
+/** Per-member tier evaluation result */
+export type MemberTierResult = {
+    memberId: string;
+    currentTier: string;
+    previousTier?: string;
+    qualifyingPoints: number;
+    nextTierThreshold?: number;
+    pointsToNextTier?: number;
+    status: TierStatus;
+    benefits: string[];
+};
+/** Result from tier-evaluation strategy execution */
+export type TierEvaluationResult = {
+    members: MemberTierResult[];
+    tierDistribution: Record<string, number>;
+    executionTimeMs: number;
+};
+/** Union of all loyalty results */
+export type LoyaltyResult = EarningResult | RedemptionResult | TierEvaluationResult;
+/** Options for earning execution */
+export type LoyaltyOptions = {
+    asOf?: Date;
+};
+/** Result from ingest() -- streaming earning with running balance */
+export type LoyaltyIngestResult = {
+    memberId: string;
+    pointsEarned: number;
+    bonusPointsEarned: number;
+    promotionsApplied: string[];
+    newBalance: number;
+    transactions: PointTransaction[];
+};
+export {};
+//# sourceMappingURL=types.d.ts.map

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

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