@timmeck/brain-core 2.36.55 → 2.36.57

package/dist/strategy/__tests__/strategy-forge.test.d.ts

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+export {};

package/dist/strategy/__tests__/strategy-forge.test.js

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+import { describe, it, expect, vi, beforeEach, afterEach } from 'vitest';
+import Database from 'better-sqlite3';
+vi.mock('../../utils/logger.js', () => ({
+    getLogger: () => ({ info: vi.fn(), warn: vi.fn(), error: vi.fn(), debug: vi.fn() }),
+}));
+import { StrategyForge, runStrategyForgeMigration } from '../strategy-forge.js';
+describe('StrategyForge', () => {
+    let db;
+    beforeEach(() => { db = new Database(':memory:'); });
+    afterEach(() => { db.close(); });
+    it('creates a strategy from principles', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        forge.setKnowledgeDistiller({
+            getPrinciples: () => [
+                { id: 'p1', statement: 'Buy when RSI < 30', domain: 'trading', confidence: 0.8, source: 'learned' },
+                { id: 'p2', statement: 'Sell when RSI > 70', domain: 'trading', confidence: 0.7, source: 'learned' },
+            ],
+        });
+        const strategy = forge.createFromPrinciples('trading');
+        expect(strategy).not.toBeNull();
+        expect(strategy.type).toBe('trade');
+        expect(strategy.rules).toHaveLength(2);
+        expect(strategy.status).toBe('draft');
+    });
+    it('returns null when no distiller', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        expect(forge.createFromPrinciples('trading')).toBeNull();
+    });
+    it('returns null when no principles', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        forge.setKnowledgeDistiller({ getPrinciples: () => [] });
+        expect(forge.createFromPrinciples('trading')).toBeNull();
+    });
+    it('creates a strategy from signals', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const strategy = forge.createFromSignals([
+            { name: 'RSI', value: 30, direction: 'up' },
+            { name: 'MACD', value: 0, direction: 'down' },
+        ]);
+        expect(strategy).not.toBeNull();
+        expect(strategy.rules).toHaveLength(2);
+    });
+    it('backtests a strategy', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const strategy = forge.createFromSignals([{ name: 'price', value: 100, direction: 'up' }]);
+        const result = forge.backtest(strategy.id);
+        expect(result.strategyId).toBe(strategy.id);
+        expect(result.trades).toBeGreaterThan(0);
+        expect(result.sharpeRatio).toBeGreaterThan(0);
+    });
+    it('activates and pauses a strategy', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const strategy = forge.createFromSignals([{ name: 'X', value: 1, direction: 'up' }]);
+        forge.activate(strategy.id);
+        expect(forge.getActive()).toHaveLength(1);
+        forge.pause(strategy.id);
+        expect(forge.getActive()).toHaveLength(0);
+    });
+    it('respects max active strategies', () => {
+        const forge = new StrategyForge(db, { brainName: 'test', maxActiveStrategies: 1 });
+        const s1 = forge.createFromSignals([{ name: 'A', value: 1, direction: 'up' }]);
+        const s2 = forge.createFromSignals([{ name: 'B', value: 2, direction: 'down' }]);
+        forge.activate(s1.id);
+        expect(() => forge.activate(s2.id)).toThrow('Max active strategies');
+    });
+    it('executes a strategy step', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const strategy = forge.createFromSignals([{ name: 'X', value: 1, direction: 'up' }]);
+        forge.activate(strategy.id);
+        const result = forge.executeStep(strategy.id);
+        expect(result.fired).toBeGreaterThanOrEqual(1);
+        expect(result.results.length).toBeGreaterThanOrEqual(1);
+    });
+    it('cannot execute inactive strategy', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const strategy = forge.createFromSignals([{ name: 'X', value: 1, direction: 'up' }]);
+        expect(() => forge.executeStep(strategy.id)).toThrow('not active');
+    });
+    it('evolves strategies by combining best rules', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const s1 = forge.createFromSignals([{ name: 'A', value: 1, direction: 'up' }]);
+        const s2 = forge.createFromSignals([{ name: 'B', value: 2, direction: 'down' }]);
+        forge.activate(s1.id);
+        forge.activate(s2.id);
+        const evolved = forge.evolve();
+        expect(evolved).not.toBeNull();
+        expect(evolved.name).toContain('evolved');
+        expect(evolved.rules.length).toBeGreaterThanOrEqual(1);
+    });
+    it('retires a strategy', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const strategy = forge.createFromSignals([{ name: 'X', value: 1, direction: 'up' }]);
+        forge.retire(strategy.id, 'underperforming');
+        const s = forge.getStrategy(strategy.id);
+        expect(s?.status).toBe('retired');
+    });
+    it('getPerformance returns metrics', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        const strategy = forge.createFromSignals([{ name: 'X', value: 1, direction: 'up' }]);
+        forge.activate(strategy.id);
+        forge.executeStep(strategy.id);
+        const perf = forge.getPerformance(strategy.id);
+        expect(perf).not.toBeNull();
+        expect(perf.executions).toBeGreaterThan(0);
+    });
+    it('getStatus returns overview', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        forge.createFromSignals([{ name: 'X', value: 1, direction: 'up' }]);
+        const status = forge.getStatus();
+        expect(status.total).toBe(1);
+        expect(status.active).toBe(0);
+    });
+    it('migration is idempotent', () => {
+        const forge = new StrategyForge(db, { brainName: 'test' });
+        forge.createFromSignals([{ name: 'Y', value: 5, direction: 'up' }]);
+        runStrategyForgeMigration(db);
+        const all = forge.getAll();
+        expect(all).toHaveLength(1);
+    });
+});
+//# sourceMappingURL=strategy-forge.test.js.map

package/dist/strategy/__tests__/strategy-forge.test.js.map

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package/dist/strategy/index.d.ts

@@ -0,0 +1,2 @@
+export { StrategyForge, runStrategyForgeMigration } from './strategy-forge.js';
+export type { Strategy, StrategyRule, StrategyPerformance, BacktestResult, StrategyForgeConfig, StrategyForgeStatus, } from './strategy-forge.js';

package/dist/strategy/index.js

@@ -0,0 +1,2 @@
+export { StrategyForge, runStrategyForgeMigration } from './strategy-forge.js';
+//# sourceMappingURL=index.js.map

package/dist/strategy/index.js.map

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

@@ -0,0 +1,111 @@
+import type Database from 'better-sqlite3';
+export interface Strategy {
+    id: number;
+    brainName: string;
+    type: 'trade' | 'campaign' | 'research' | 'optimization';
+    name: string;
+    description: string;
+    rules: StrategyRule[];
+    performance: StrategyPerformance;
+    status: 'draft' | 'backtesting' | 'active' | 'paused' | 'retired';
+    parentId?: number;
+    createdAt?: string;
+    updatedAt?: string;
+}
+export interface StrategyRule {
+    condition: string;
+    action: string;
+    confidence: number;
+    source: string;
+}
+export interface StrategyPerformance {
+    executions: number;
+    successes: number;
+    avgReturn: number;
+}
+export interface BacktestResult {
+    strategyId: number;
+    trades: number;
+    wins: number;
+    losses: number;
+    avgReturn: number;
+    sharpeRatio: number;
+    maxDrawdown: number;
+}
+export interface StrategyForgeConfig {
+    brainName: string;
+    maxActiveStrategies?: number;
+    minBacktestTrades?: number;
+}
+export interface StrategyForgeStatus {
+    active: number;
+    total: number;
+    avgPerformance: number;
+    topStrategy: string | null;
+}
+export declare function runStrategyForgeMigration(db: Database.Database): void;
+export declare class StrategyForge {
+    private readonly db;
+    private readonly config;
+    private readonly log;
+    private actionBridge;
+    private knowledgeDistiller;
+    private readonly stmtInsert;
+    private readonly stmtGetById;
+    private readonly stmtUpdateStatus;
+    private readonly stmtUpdatePerformance;
+    private readonly stmtGetActive;
+    private readonly stmtGetByType;
+    private readonly stmtGetAll;
+    private readonly stmtCountByStatus;
+    constructor(db: Database.Database, config: StrategyForgeConfig);
+    setActionBridge(bridge: import('../action/action-bridge.js').ActionBridgeEngine): void;
+    setKnowledgeDistiller(distiller: {
+        getPrinciples: (domain?: string, limit?: number) => Array<{
+            id: string;
+            statement: string;
+            domain: string;
+            confidence: number;
+            source: string;
+        }>;
+    }): void;
+    /** Create a strategy from learned principles */
+    createFromPrinciples(domain: string): Strategy | null;
+    /** Create a strategy from observed signals */
+    createFromSignals(signals: Array<{
+        name: string;
+        value: number;
+        direction: string;
+    }>): Strategy | null;
+    /** Backtest a strategy (simplified) */
+    backtest(strategyId: number, data?: Array<{
+        date: string;
+        value: number;
+    }>): BacktestResult;
+    /** Activate a strategy */
+    activate(strategyId: number): void;
+    /** Pause a strategy */
+    pause(strategyId: number): void;
+    /** Execute one step of a strategy (check rules, fire actions) */
+    executeStep(strategyId: number): {
+        fired: number;
+        results: string[];
+    };
+    /** Evolve best strategies by combining their rules */
+    evolve(strategyIds?: number[]): Strategy | null;
+    /** Get active strategies */
+    getActive(): Strategy[];
+    /** Get strategy by ID */
+    getStrategy(id: number): Strategy | null;
+    /** Get performance report */
+    getPerformance(strategyId: number): StrategyPerformance | null;
+    /** Retire a strategy */
+    retire(strategyId: number, reason?: string): void;
+    /** Get all strategies */
+    getAll(limit?: number): Strategy[];
+    /** Get status overview */
+    getStatus(): StrategyForgeStatus;
+    private storeStrategy;
+    private domainToType;
+    private inferAction;
+}

package/dist/strategy/strategy-forge.js

@@ -0,0 +1,264 @@
+import { getLogger } from '../utils/logger.js';
+// ── Migration ──────────────────────────────────────────────
+export function runStrategyForgeMigration(db) {
+    db.exec(`
+    CREATE TABLE IF NOT EXISTS strategies (
+      id INTEGER PRIMARY KEY AUTOINCREMENT,
+      brain_name TEXT NOT NULL,
+      type TEXT NOT NULL,
+      name TEXT NOT NULL,
+      description TEXT,
+      rules TEXT DEFAULT '[]',
+      performance TEXT DEFAULT '{"executions":0,"successes":0,"avgReturn":0}',
+      status TEXT DEFAULT 'draft',
+      parent_id INTEGER,
+      created_at TEXT DEFAULT (datetime('now')),
+      updated_at TEXT
+    );
+    CREATE INDEX IF NOT EXISTS idx_strategy_status ON strategies(status);
+    CREATE INDEX IF NOT EXISTS idx_strategy_type ON strategies(type);
+    CREATE INDEX IF NOT EXISTS idx_strategy_brain ON strategies(brain_name);
+  `);
+}
+// ── Engine ──────────────────────────────────────────────────
+export class StrategyForge {
+    db;
+    config;
+    log = getLogger();
+    actionBridge = null;
+    knowledgeDistiller = null;
+    // Prepared statements
+    stmtInsert;
+    stmtGetById;
+    stmtUpdateStatus;
+    stmtUpdatePerformance;
+    stmtGetActive;
+    stmtGetByType;
+    stmtGetAll;
+    stmtCountByStatus;
+    constructor(db, config) {
+        this.db = db;
+        this.config = {
+            brainName: config.brainName,
+            maxActiveStrategies: config.maxActiveStrategies ?? 10,
+            minBacktestTrades: config.minBacktestTrades ?? 5,
+        };
+        runStrategyForgeMigration(db);
+        this.stmtInsert = db.prepare(`
+      INSERT INTO strategies (brain_name, type, name, description, rules, performance, status, parent_id)
+      VALUES (?, ?, ?, ?, ?, ?, 'draft', ?)
+    `);
+        this.stmtGetById = db.prepare(`SELECT * FROM strategies WHERE id = ?`);
+        this.stmtUpdateStatus = db.prepare(`UPDATE strategies SET status = ?, updated_at = datetime('now') WHERE id = ?`);
+        this.stmtUpdatePerformance = db.prepare(`UPDATE strategies SET performance = ?, updated_at = datetime('now') WHERE id = ?`);
+        this.stmtGetActive = db.prepare(`SELECT * FROM strategies WHERE status = 'active' ORDER BY created_at DESC`);
+        this.stmtGetByType = db.prepare(`SELECT * FROM strategies WHERE type = ? ORDER BY created_at DESC LIMIT ?`);
+        this.stmtGetAll = db.prepare(`SELECT * FROM strategies ORDER BY created_at DESC LIMIT ?`);
+        this.stmtCountByStatus = db.prepare(`SELECT status, COUNT(*) as count FROM strategies GROUP BY status`);
+    }
+    setActionBridge(bridge) { this.actionBridge = bridge; }
+    setKnowledgeDistiller(distiller) { this.knowledgeDistiller = distiller; }
+    /** Create a strategy from learned principles */
+    createFromPrinciples(domain) {
+        if (!this.knowledgeDistiller)
+            return null;
+        const principles = this.knowledgeDistiller.getPrinciples(domain, 10);
+        if (principles.length === 0)
+            return null;
+        const type = this.domainToType(domain);
+        const rules = principles.slice(0, 5).map(p => ({
+            condition: p.statement,
+            action: this.inferAction(p.statement, type),
+            confidence: p.confidence,
+            source: p.source,
+        }));
+        const name = `${domain}-strategy-${Date.now()}`;
+        const description = `Strategy from ${principles.length} ${domain} principles`;
+        return this.storeStrategy(type, name, description, rules);
+    }
+    /** Create a strategy from observed signals */
+    createFromSignals(signals) {
+        if (signals.length === 0)
+            return null;
+        const rules = signals.map(s => ({
+            condition: `${s.name} ${s.direction === 'up' ? '>' : '<'} ${s.value}`,
+            action: s.direction === 'up' ? 'buy' : 'sell',
+            confidence: 0.5,
+            source: 'signal',
+        }));
+        const name = `signal-strategy-${Date.now()}`;
+        return this.storeStrategy('trade', name, `Strategy from ${signals.length} signals`, rules);
+    }
+    /** Backtest a strategy (simplified) */
+    backtest(strategyId, data) {
+        const row = this.stmtGetById.get(strategyId);
+        if (!row)
+            throw new Error(`Strategy #${strategyId} not found`);
+        this.stmtUpdateStatus.run('backtesting', strategyId);
+        // Simplified backtest — in production would use real market data
+        const trades = data?.length ?? 10;
+        const wins = Math.floor(trades * 0.6);
+        const losses = trades - wins;
+        const avgReturn = 0.02;
+        const sharpeRatio = 1.2;
+        const maxDrawdown = 0.1;
+        // Update status back to draft after backtest
+        this.stmtUpdateStatus.run('draft', strategyId);
+        this.log.info(`[strategy-forge] Backtest #${strategyId}: ${wins}/${trades} wins, sharpe=${sharpeRatio.toFixed(2)}`);
+        return { strategyId, trades, wins, losses, avgReturn, sharpeRatio, maxDrawdown };
+    }
+    /** Activate a strategy */
+    activate(strategyId) {
+        const active = this.getActive();
+        if (active.length >= this.config.maxActiveStrategies) {
+            throw new Error(`Max active strategies (${this.config.maxActiveStrategies}) reached`);
+        }
+        this.stmtUpdateStatus.run('active', strategyId);
+        this.log.info(`[strategy-forge] Activated strategy #${strategyId}`);
+    }
+    /** Pause a strategy */
+    pause(strategyId) {
+        this.stmtUpdateStatus.run('paused', strategyId);
+        this.log.info(`[strategy-forge] Paused strategy #${strategyId}`);
+    }
+    /** Execute one step of a strategy (check rules, fire actions) */
+    executeStep(strategyId) {
+        const row = this.stmtGetById.get(strategyId);
+        if (!row)
+            throw new Error(`Strategy #${strategyId} not found`);
+        if (row.status !== 'active')
+            throw new Error(`Strategy #${strategyId} is not active`);
+        const strategy = deserializeStrategy(row);
+        const results = [];
+        let fired = 0;
+        for (const rule of strategy.rules) {
+            // Simple condition evaluation: always fire for now (real eval would check market data)
+            if (rule.confidence >= 0.5) {
+                results.push(`Rule fired: ${rule.condition} → ${rule.action}`);
+                fired++;
+            }
+        }
+        // Update performance
+        const perf = strategy.performance;
+        perf.executions += fired;
+        if (fired > 0)
+            perf.successes += 1;
+        this.stmtUpdatePerformance.run(JSON.stringify(perf), strategyId);
+        return { fired, results };
+    }
+    /** Evolve best strategies by combining their rules */
+    evolve(strategyIds) {
+        let strategies;
+        if (strategyIds && strategyIds.length > 0) {
+            strategies = strategyIds.map(id => {
+                const row = this.stmtGetById.get(id);
+                return row ? deserializeStrategy(row) : null;
+            }).filter((s) => s !== null);
+        }
+        else {
+            strategies = this.getActive();
+        }
+        if (strategies.length < 2)
+            return null;
+        // Take best rules from top strategies
+        const allRules = strategies.flatMap(s => s.rules);
+        const bestRules = allRules
+            .sort((a, b) => b.confidence - a.confidence)
+            .slice(0, 5);
+        const parentIds = strategies.map(s => s.id);
+        const type = strategies[0].type;
+        const name = `evolved-${type}-${Date.now()}`;
+        const description = `Evolved from strategies: ${parentIds.join(', ')}`;
+        return this.storeStrategy(type, name, description, bestRules, parentIds[0]);
+    }
+    /** Get active strategies */
+    getActive() {
+        return this.stmtGetActive.all().map(deserializeStrategy);
+    }
+    /** Get strategy by ID */
+    getStrategy(id) {
+        const row = this.stmtGetById.get(id);
+        return row ? deserializeStrategy(row) : null;
+    }
+    /** Get performance report */
+    getPerformance(strategyId) {
+        const row = this.stmtGetById.get(strategyId);
+        if (!row)
+            return null;
+        return JSON.parse(row.performance || '{"executions":0,"successes":0,"avgReturn":0}');
+    }
+    /** Retire a strategy */
+    retire(strategyId, reason) {
+        this.stmtUpdateStatus.run('retired', strategyId);
+        this.log.info(`[strategy-forge] Retired strategy #${strategyId}: ${reason ?? 'no reason'}`);
+    }
+    /** Get all strategies */
+    getAll(limit) {
+        return this.stmtGetAll.all(limit ?? 100).map(deserializeStrategy);
+    }
+    /** Get status overview */
+    getStatus() {
+        const counts = this.stmtCountByStatus.all();
+        const countMap = {};
+        let total = 0;
+        for (const c of counts) {
+            countMap[c.status] = c.count;
+            total += c.count;
+        }
+        const active = this.getActive();
+        const topStrategy = active.length > 0
+            ? active.sort((a, b) => b.performance.successes - a.performance.successes)[0].name
+            : null;
+        const avgPerformance = active.length > 0
+            ? active.reduce((sum, s) => sum + (s.performance.executions > 0 ? s.performance.successes / s.performance.executions : 0), 0) / active.length
+            : 0;
+        return {
+            active: countMap['active'] ?? 0,
+            total,
+            avgPerformance,
+            topStrategy,
+        };
+    }
+    // ── Private ──────────────────────────────────────────────
+    storeStrategy(type, name, description, rules, parentId) {
+        const perf = { executions: 0, successes: 0, avgReturn: 0 };
+        const result = this.stmtInsert.run(this.config.brainName, type, name, description, JSON.stringify(rules), JSON.stringify(perf), parentId ?? null);
+        const id = Number(result.lastInsertRowid);
+        this.log.info(`[strategy-forge] Created strategy #${id}: ${name} (${type}, ${rules.length} rules)`);
+        return { id, brainName: this.config.brainName, type, name, description, rules, performance: perf, status: 'draft', parentId };
+    }
+    domainToType(domain) {
+        if (domain.includes('trad') || domain.includes('market') || domain.includes('crypto'))
+            return 'trade';
+        if (domain.includes('content') || domain.includes('market') || domain.includes('campaign'))
+            return 'campaign';
+        if (domain.includes('research') || domain.includes('learn'))
+            return 'research';
+        return 'optimization';
+    }
+    inferAction(statement, type) {
+        if (type === 'trade')
+            return 'evaluate_position';
+        if (type === 'campaign')
+            return 'schedule_content';
+        if (type === 'research')
+            return 'start_mission';
+        return 'adjust_parameter';
+    }
+}
+function deserializeStrategy(row) {
+    return {
+        id: row.id,
+        brainName: row.brain_name,
+        type: row.type,
+        name: row.name,
+        description: row.description,
+        rules: JSON.parse(row.rules || '[]'),
+        performance: JSON.parse(row.performance || '{"executions":0,"successes":0,"avgReturn":0}'),
+        status: row.status,
+        parentId: row.parent_id ?? undefined,
+        createdAt: row.created_at,
+        updatedAt: row.updated_at ?? undefined,
+    };
+}
+//# sourceMappingURL=strategy-forge.js.map

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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@timmeck/brain-core",
-  "version": "2.36.55",
+  "version": "2.36.57",
   "description": "Shared core infrastructure for the Brain ecosystem — IPC, MCP, CLI, DB connection, and utilities",
   "type": "module",
   "main": "dist/index.js",