@lenylvt/pi-coding-agent 0.64.0

package/src/core/compaction/branch-summarization.ts

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+/**
+ * Branch summarization for tree navigation.
+ *
+ * When navigating to a different point in the session tree, this generates
+ * a summary of the branch being left so context isn't lost.
+ */
+
+import type { AgentMessage } from "@lenylvt/pi-agent-core";
+import type { Model } from "@lenylvt/pi-ai";
+import { completeSimple } from "@lenylvt/pi-ai";
+import {
+	convertToLlm,
+	createBranchSummaryMessage,
+	createCompactionSummaryMessage,
+	createCustomMessage,
+} from "../messages.js";
+import type { ReadonlySessionManager, SessionEntry } from "../session-manager.js";
+import { estimateTokens } from "./compaction.js";
+import {
+	computeFileLists,
+	createFileOps,
+	extractFileOpsFromMessage,
+	type FileOperations,
+	formatFileOperations,
+	SUMMARIZATION_SYSTEM_PROMPT,
+	serializeConversation,
+} from "./utils.js";
+
+// ============================================================================
+// Types
+// ============================================================================
+
+export interface BranchSummaryResult {
+	summary?: string;
+	readFiles?: string[];
+	modifiedFiles?: string[];
+	aborted?: boolean;
+	error?: string;
+}
+
+/** Details stored in BranchSummaryEntry.details for file tracking */
+export interface BranchSummaryDetails {
+	readFiles: string[];
+	modifiedFiles: string[];
+}
+
+export type { FileOperations } from "./utils.js";
+
+export interface BranchPreparation {
+	/** Messages extracted for summarization, in chronological order */
+	messages: AgentMessage[];
+	/** File operations extracted from tool calls */
+	fileOps: FileOperations;
+	/** Total estimated tokens in messages */
+	totalTokens: number;
+}
+
+export interface CollectEntriesResult {
+	/** Entries to summarize, in chronological order */
+	entries: SessionEntry[];
+	/** Common ancestor between old and new position, if any */
+	commonAncestorId: string | null;
+}
+
+export interface GenerateBranchSummaryOptions {
+	/** Model to use for summarization */
+	model: Model<any>;
+	/** API key for the model */
+	apiKey: string;
+	/** Request headers for the model */
+	headers?: Record<string, string>;
+	/** Abort signal for cancellation */
+	signal: AbortSignal;
+	/** Optional custom instructions for summarization */
+	customInstructions?: string;
+	/** If true, customInstructions replaces the default prompt instead of being appended */
+	replaceInstructions?: boolean;
+	/** Tokens reserved for prompt + LLM response (default 16384) */
+	reserveTokens?: number;
+}
+
+// ============================================================================
+// Entry Collection
+// ============================================================================
+
+/**
+ * Collect entries that should be summarized when navigating from one position to another.
+ *
+ * Walks from oldLeafId back to the common ancestor with targetId, collecting entries
+ * along the way. Does NOT stop at compaction boundaries - those are included and their
+ * summaries become context.
+ *
+ * @param session - Session manager (read-only access)
+ * @param oldLeafId - Current position (where we're navigating from)
+ * @param targetId - Target position (where we're navigating to)
+ * @returns Entries to summarize and the common ancestor
+ */
+export function collectEntriesForBranchSummary(
+	session: ReadonlySessionManager,
+	oldLeafId: string | null,
+	targetId: string,
+): CollectEntriesResult {
+	// If no old position, nothing to summarize
+	if (!oldLeafId) {
+		return { entries: [], commonAncestorId: null };
+	}
+
+	// Find common ancestor (deepest node that's on both paths)
+	const oldPath = new Set(session.getBranch(oldLeafId).map((e) => e.id));
+	const targetPath = session.getBranch(targetId);
+
+	// targetPath is root-first, so iterate backwards to find deepest common ancestor
+	let commonAncestorId: string | null = null;
+	for (let i = targetPath.length - 1; i >= 0; i--) {
+		if (oldPath.has(targetPath[i].id)) {
+			commonAncestorId = targetPath[i].id;
+			break;
+		}
+	}
+
+	// Collect entries from old leaf back to common ancestor
+	const entries: SessionEntry[] = [];
+	let current: string | null = oldLeafId;
+
+	while (current && current !== commonAncestorId) {
+		const entry = session.getEntry(current);
+		if (!entry) break;
+		entries.push(entry);
+		current = entry.parentId;
+	}
+
+	// Reverse to get chronological order
+	entries.reverse();
+
+	return { entries, commonAncestorId };
+}
+
+// ============================================================================
+// Entry to Message Conversion
+// ============================================================================
+
+/**
+ * Extract AgentMessage from a session entry.
+ * Similar to getMessageFromEntry in compaction.ts but also handles compaction entries.
+ */
+function getMessageFromEntry(entry: SessionEntry): AgentMessage | undefined {
+	switch (entry.type) {
+		case "message":
+			// Skip tool results - context is in assistant's tool call
+			if (entry.message.role === "toolResult") return undefined;
+			return entry.message;
+
+		case "custom_message":
+			return createCustomMessage(entry.customType, entry.content, entry.display, entry.details, entry.timestamp);
+
+		case "branch_summary":
+			return createBranchSummaryMessage(entry.summary, entry.fromId, entry.timestamp);
+
+		case "compaction":
+			return createCompactionSummaryMessage(entry.summary, entry.tokensBefore, entry.timestamp);
+
+		// These don't contribute to conversation content
+		case "thinking_level_change":
+		case "model_change":
+		case "custom":
+		case "label":
+		case "session_info":
+			return undefined;
+	}
+}
+
+/**
+ * Prepare entries for summarization with token budget.
+ *
+ * Walks entries from NEWEST to OLDEST, adding messages until we hit the token budget.
+ * This ensures we keep the most recent context when the branch is too long.
+ *
+ * Also collects file operations from:
+ * - Tool calls in assistant messages
+ * - Existing branch_summary entries' details (for cumulative tracking)
+ *
+ * @param entries - Entries in chronological order
+ * @param tokenBudget - Maximum tokens to include (0 = no limit)
+ */
+export function prepareBranchEntries(entries: SessionEntry[], tokenBudget: number = 0): BranchPreparation {
+	const messages: AgentMessage[] = [];
+	const fileOps = createFileOps();
+	let totalTokens = 0;
+
+	// First pass: collect file ops from ALL entries (even if they don't fit in token budget)
+	// This ensures we capture cumulative file tracking from nested branch summaries
+	// Only extract from pi-generated summaries (fromHook !== true), not extension-generated ones
+	for (const entry of entries) {
+		if (entry.type === "branch_summary" && !entry.fromHook && entry.details) {
+			const details = entry.details as BranchSummaryDetails;
+			if (Array.isArray(details.readFiles)) {
+				for (const f of details.readFiles) fileOps.read.add(f);
+			}
+			if (Array.isArray(details.modifiedFiles)) {
+				// Modified files go into both edited and written for proper deduplication
+				for (const f of details.modifiedFiles) {
+					fileOps.edited.add(f);
+				}
+			}
+		}
+	}
+
+	// Second pass: walk from newest to oldest, adding messages until token budget
+	for (let i = entries.length - 1; i >= 0; i--) {
+		const entry = entries[i];
+		const message = getMessageFromEntry(entry);
+		if (!message) continue;
+
+		// Extract file ops from assistant messages (tool calls)
+		extractFileOpsFromMessage(message, fileOps);
+
+		const tokens = estimateTokens(message);
+
+		// Check budget before adding
+		if (tokenBudget > 0 && totalTokens + tokens > tokenBudget) {
+			// If this is a summary entry, try to fit it anyway as it's important context
+			if (entry.type === "compaction" || entry.type === "branch_summary") {
+				if (totalTokens < tokenBudget * 0.9) {
+					messages.unshift(message);
+					totalTokens += tokens;
+				}
+			}
+			// Stop - we've hit the budget
+			break;
+		}
+
+		messages.unshift(message);
+		totalTokens += tokens;
+	}
+
+	return { messages, fileOps, totalTokens };
+}
+
+// ============================================================================
+// Summary Generation
+// ============================================================================
+
+const BRANCH_SUMMARY_PREAMBLE = `The user explored a different conversation branch before returning here.
+Summary of that exploration:
+
+`;
+
+const BRANCH_SUMMARY_PROMPT = `Create a structured summary of this conversation branch for context when returning later.
+
+Use this EXACT format:
+
+## Goal
+[What was the user trying to accomplish in this branch?]
+
+## Constraints & Preferences
+- [Any constraints, preferences, or requirements mentioned]
+- [Or "(none)" if none were mentioned]
+
+## Progress
+### Done
+- [x] [Completed tasks/changes]
+
+### In Progress
+- [ ] [Work that was started but not finished]
+
+### Blocked
+- [Issues preventing progress, if any]
+
+## Key Decisions
+- **[Decision]**: [Brief rationale]
+
+## Next Steps
+1. [What should happen next to continue this work]
+
+Keep each section concise. Preserve exact file paths, function names, and error messages.`;
+
+/**
+ * Generate a summary of abandoned branch entries.
+ *
+ * @param entries - Session entries to summarize (chronological order)
+ * @param options - Generation options
+ */
+export async function generateBranchSummary(
+	entries: SessionEntry[],
+	options: GenerateBranchSummaryOptions,
+): Promise<BranchSummaryResult> {
+	const { model, apiKey, headers, signal, customInstructions, replaceInstructions, reserveTokens = 16384 } = options;
+
+	// Token budget = context window minus reserved space for prompt + response
+	const contextWindow = model.contextWindow || 128000;
+	const tokenBudget = contextWindow - reserveTokens;
+
+	const { messages, fileOps } = prepareBranchEntries(entries, tokenBudget);
+
+	if (messages.length === 0) {
+		return { summary: "No content to summarize" };
+	}
+
+	// Transform to LLM-compatible messages, then serialize to text
+	// Serialization prevents the model from treating it as a conversation to continue
+	const llmMessages = convertToLlm(messages);
+	const conversationText = serializeConversation(llmMessages);
+
+	// Build prompt
+	let instructions: string;
+	if (replaceInstructions && customInstructions) {
+		instructions = customInstructions;
+	} else if (customInstructions) {
+		instructions = `${BRANCH_SUMMARY_PROMPT}\n\nAdditional focus: ${customInstructions}`;
+	} else {
+		instructions = BRANCH_SUMMARY_PROMPT;
+	}
+	const promptText = `<conversation>\n${conversationText}\n</conversation>\n\n${instructions}`;
+
+	const summarizationMessages = [
+		{
+			role: "user" as const,
+			content: [{ type: "text" as const, text: promptText }],
+			timestamp: Date.now(),
+		},
+	];
+
+	// Call LLM for summarization
+	const response = await completeSimple(
+		model,
+		{ systemPrompt: SUMMARIZATION_SYSTEM_PROMPT, messages: summarizationMessages },
+		{ apiKey, headers, signal, maxTokens: 2048 },
+	);
+
+	// Check if aborted or errored
+	if (response.stopReason === "aborted") {
+		return { aborted: true };
+	}
+	if (response.stopReason === "error") {
+		return { error: response.errorMessage || "Summarization failed" };
+	}
+
+	let summary = response.content
+		.filter((c): c is { type: "text"; text: string } => c.type === "text")
+		.map((c) => c.text)
+		.join("\n");
+
+	// Prepend preamble to provide context about the branch summary
+	summary = BRANCH_SUMMARY_PREAMBLE + summary;
+
+	// Compute file lists and append to summary
+	const { readFiles, modifiedFiles } = computeFileLists(fileOps);
+	summary += formatFileOperations(readFiles, modifiedFiles);
+
+	return {
+		summary: summary || "No summary generated",
+		readFiles,
+		modifiedFiles,
+	};
+}