claude-smart 0.2.42 → 0.2.44

package/plugin/vendor/reflexio/reflexio/server/services/playbook_optimizer/optimizer.py

@@ -0,0 +1,645 @@
+from __future__ import annotations
+
+import json
+import logging
+from typing import Any, Literal, cast
+
+from pydantic import BaseModel
+
+from reflexio.models.api_schema.domain import (
+    AgentPlaybook,
+    AgentPlaybookSourceWindow,
+    PlaybookOptimizationEvent,
+    PlaybookOptimizationJob,
+    PlaybookStatus,
+    UserPlaybook,
+)
+from reflexio.models.config_schema import PlaybookOptimizerConfig
+from reflexio.server.api_endpoints.request_context import RequestContext
+from reflexio.server.llm.litellm_client import LiteLLMClient
+from reflexio.server.tracing import sentry_tags
+
+from .assistant_webhook import AssistantCallable, LocalScriptAssistant, WebhookAssistant
+from .gepa_adapter import PLAYBOOK_CONTENT_COMPONENT, ReflexioPlaybookGEPAAdapter
+from .judge import PairwiseJudge
+from .models import ScenarioWindow
+from .rollout import MultiTurnRollout
+from .scenario_resolver import ScenarioResolver
+
+logger = logging.getLogger(__name__)
+
+
+class PlaybookOptimizationTarget(BaseModel):
+    """A single playbook (agent or user) the optimizer should try to improve."""
+
+    kind: Literal["agent_playbook", "user_playbook"]
+    target_id: int
+
+
+# Outcome of one ``optimize()`` invocation. Used by the scheduler to drive its
+# abort-cooldown logic — only ``aborted`` (assistant-backend faults) trips the
+# cooldown; ``failed`` (config / GEPA bugs) does not.
+PlaybookOptimizationRunStatus = Literal["skipped", "completed", "failed", "aborted"]
+
+
+class PlaybookOptimizer:
+    """Orchestrates one GEPA-driven optimization run for a single playbook.
+
+    The optimizer:
+
+    1. Picks an assistant backend from config (``_create_assistant``).
+    2. Loads the incumbent playbook and the source interaction windows that
+       produced it.
+    3. Runs ``gepa.optimize`` with a ``ReflexioPlaybookGEPAAdapter`` — the
+       adapter is what actually calls the assistant and the LLM judge.
+    4. Persists every candidate, evaluation, and GEPA event for offline
+       inspection.
+    5. Optionally commits a successor playbook if the winner clears the
+       configured score / Likert / per-window thresholds.
+    """
+
+    def __init__(self, request_context: RequestContext, llm_client: LiteLLMClient):
+        self.request_context = request_context
+        if request_context.storage is None:
+            raise ValueError("Playbook optimizer requires storage")
+        self.storage = request_context.storage
+        self.llm_client = llm_client
+        self.resolver = ScenarioResolver(self.storage)
+
+    def optimize(
+        self, target: PlaybookOptimizationTarget
+    ) -> PlaybookOptimizationRunStatus:
+        """Run a full optimization pass for ``target``.
+
+        Returns the run status so the scheduler can react (e.g. enter abort
+        cooldown when the assistant backend repeatedly fails). Side-effects:
+        creates one ``playbook_optimization_jobs`` row and possibly archives
+        the incumbent in favour of a successor playbook.
+        """
+        config = self._config()
+        if not self._enabled_for_target(config, target):
+            return "skipped"
+        # Backend selection happens before any storage work so an unconfigured
+        # optimizer short-circuits cheaply — useful in tests and dev setups.
+        assistant = self._create_assistant(config)
+        if assistant is None:
+            logger.info(
+                "Skipping playbook optimization: no assistant backend configured"
+            )
+            return "skipped"
+
+        incumbent = self._load_incumbent(target)
+        if incumbent is None:
+            return "skipped"
+        windows = self._resolve_windows(target, config)
+        if not windows:
+            return "skipped"
+        train_windows, validation_windows = _split_train_validation_windows(
+            windows, config
+        )
+        if len(validation_windows) < config.min_commit_windows:
+            logger.info(
+                "Skipping playbook optimization: validation windows below "
+                "min_commit_windows target_kind=%s target_id=%d "
+                "validation_windows=%d min_commit_windows=%d",
+                target.kind,
+                target.target_id,
+                len(validation_windows),
+                config.min_commit_windows,
+            )
+            return "skipped"
+        if not _can_adopt_winner(target, config):
+            logger.info(
+                "Skipping playbook optimization: no configured adoption path "
+                "target_kind=%s target_id=%d",
+                target.kind,
+                target.target_id,
+            )
+            return "skipped"
+        split_metadata = _split_metadata(windows, train_windows, validation_windows)
+
+        job = self.storage.create_playbook_optimization_job(
+            PlaybookOptimizationJob(
+                target_kind=target.kind,
+                target_id=target.target_id,
+                status="running",
+                metadata_json=json.dumps(split_metadata, ensure_ascii=False),
+            )
+        )
+        logger.info(
+            "event=playbook_optimization_start job_id=%d candidate_id=none "
+            "target_kind=%s target_id=%d "
+            "windows=%d backend=%s max_metric_calls=%d max_turns=%d",
+            job.job_id,
+            target.kind,
+            target.target_id,
+            len(windows),
+            type(assistant).__name__,
+            config.max_metric_calls,
+            config.max_turns,
+        )
+
+        adapter = ReflexioPlaybookGEPAAdapter(
+            storage=self.storage,
+            job_id=job.job_id,
+            target_kind=target.kind,
+            target_id=target.target_id,
+            incumbent=incumbent,
+            rollout=MultiTurnRollout(assistant),
+            judge=PairwiseJudge(
+                self.request_context,
+                self.llm_client,
+                config.reflection_model,
+            ),
+            max_turns=config.max_turns,
+        )
+        try:
+            result = self._run_gepa(
+                config,
+                incumbent.content,
+                train_windows,
+                validation_windows,
+                adapter,
+            )
+        except Exception as exc:
+            with sentry_tags(
+                subsystem="playbook_optimizer",
+                op="run",
+                org_id=self.request_context.org_id,
+                job_id=job.job_id,
+                target_kind=target.kind,
+                target_id=target.target_id,
+                error_type=type(exc).__name__,
+            ):
+                logger.exception("Playbook optimization failed")
+            self.storage.update_playbook_optimization_job(
+                job.job_id, status="failed", decision_reason=str(exc)
+            )
+            return "failed"
+
+        best = result.best_candidate
+        best_content = (
+            best.get(PLAYBOOK_CONTENT_COMPONENT, incumbent.content)
+            if isinstance(best, dict)
+            else str(best)
+        )
+        best_score = float(result.val_aggregate_scores[result.best_idx])
+        winner_candidate = adapter._ensure_candidate(best_content)
+        self.storage.update_playbook_optimization_candidate(
+            winner_candidate.candidate_id,
+            aggregate_score=best_score,
+            is_winner=True,
+        )
+        logger.info(
+            "event=gepa_run_end job_id=%d candidate_id=%d "
+            "best_idx=%d best_score=%.3f num_candidates=%d",
+            job.job_id,
+            winner_candidate.candidate_id,
+            result.best_idx,
+            best_score,
+            len(result.val_aggregate_scores),
+        )
+
+        if self._has_aborted_evaluations(job.job_id):
+            logger.warning(
+                "event=playbook_optimization_aborted job_id=%d candidate_id=%d "
+                "reason='assistant backend aborted one or more evaluations' best_score=%.3f",
+                job.job_id,
+                winner_candidate.candidate_id,
+                best_score,
+            )
+            self.storage.update_playbook_optimization_job(
+                job.job_id,
+                status="failed",
+                best_candidate_id=winner_candidate.candidate_id,
+                decision_reason="assistant backend aborted one or more evaluations",
+                metadata_json=json.dumps(
+                    _result_metadata(result, split_metadata),
+                    ensure_ascii=False,
+                    default=str,
+                ),
+            )
+            return "aborted"
+
+        if not self._passes_commit_thresholds(
+            job.job_id,
+            winner_candidate.candidate_id,
+            validation_windows,
+            best_score,
+            config,
+        ):
+            logger.info(
+                "event=playbook_optimization_no_commit job_id=%d candidate_id=%d "
+                "best_score=%.3f reason='did not pass commit thresholds'",
+                job.job_id,
+                winner_candidate.candidate_id,
+                best_score,
+            )
+            self.storage.update_playbook_optimization_job(
+                job.job_id,
+                status="completed",
+                best_candidate_id=winner_candidate.candidate_id,
+                decision_reason="best candidate did not pass commit thresholds",
+                metadata_json=json.dumps(
+                    _result_metadata(result, split_metadata),
+                    ensure_ascii=False,
+                    default=str,
+                ),
+            )
+            return "completed"
+
+        successor_id = self._commit_if_allowed(target, incumbent, best_content, config)
+        logger.info(
+            "event=playbook_optimization_committed job_id=%d candidate_id=%d "
+            "successor_target_id=%s best_score=%.3f",
+            job.job_id,
+            winner_candidate.candidate_id,
+            successor_id if successor_id is not None else "none",
+            best_score,
+        )
+        self.storage.update_playbook_optimization_job(
+            job.job_id,
+            status="completed",
+            best_candidate_id=winner_candidate.candidate_id,
+            successor_target_id=successor_id,
+            decision_reason="committed" if successor_id else "winner persisted only",
+            metadata_json=json.dumps(
+                _result_metadata(result, split_metadata),
+                ensure_ascii=False,
+                default=str,
+            ),
+        )
+        return "completed"
+
+    def _run_gepa(
+        self,
+        config: PlaybookOptimizerConfig,
+        seed_content: str,
+        train_windows: list[ScenarioWindow],
+        validation_windows: list[ScenarioWindow],
+        adapter: ReflexioPlaybookGEPAAdapter,
+    ) -> Any:
+        from gepa.api import optimize as gepa_optimize
+        from gepa.utils.stop_condition import ScoreThresholdStopper
+
+        reflection_lm = config.reflection_model or self.llm_client.config.model
+        return gepa_optimize(
+            seed_candidate={PLAYBOOK_CONTENT_COMPONENT: seed_content},
+            trainset=train_windows,
+            valset=None
+            if _same_window_sequence(train_windows, validation_windows)
+            else validation_windows,
+            adapter=adapter,
+            reflection_lm=reflection_lm,
+            candidate_selection_strategy="pareto",
+            frontier_type="instance",
+            batch_sampler="epoch_shuffled",
+            reflection_minibatch_size=config.reflection_minibatch_size,
+            use_merge=config.use_merge,
+            max_merge_invocations=config.max_merge_invocations,
+            max_metric_calls=config.max_metric_calls,
+            stop_callbacks=[ScoreThresholdStopper(config.early_stop_score)],
+            raise_on_exception=False,
+            display_progress_bar=False,
+            cache_evaluation=True,
+            callbacks=cast(Any, [_GEPAStorageCallback(self.storage, adapter.job_id)]),
+        )
+
+    def _config(self) -> PlaybookOptimizerConfig:
+        config = self.request_context.configurator.get_config()
+        return config.playbook_optimizer_config
+
+    def _create_assistant(
+        self, config: PlaybookOptimizerConfig
+    ) -> AssistantCallable | None:
+        """Pick the assistant backend implied by config.
+
+        ``webhook_url`` and ``assistant_script_path`` are mutually exclusive
+        (validated in ``PlaybookOptimizerConfig``), so this is a simple two-way
+        dispatch. Returning ``None`` means the optimizer is enabled but has no
+        backend configured — ``optimize()`` treats that as a no-op.
+
+        The ``webhook_*`` retry/timeout fields govern *both* backends; the
+        prefix is preserved only for config-schema compatibility.
+        """
+        if config.webhook_url:
+            return WebhookAssistant(
+                url=config.webhook_url,
+                auth_header=config.webhook_auth_header,
+                timeout_s=config.webhook_timeout_seconds,
+                max_retries=config.webhook_max_retries,
+                backoff_base_s=config.webhook_backoff_base_seconds,
+            )
+        if config.assistant_script_path:
+            return LocalScriptAssistant(
+                script_path=config.assistant_script_path,
+                script_args=config.assistant_script_args,
+                timeout_s=config.webhook_timeout_seconds,
+                max_retries=config.webhook_max_retries,
+                backoff_base_s=config.webhook_backoff_base_seconds,
+            )
+        return None
+
+    def _enabled_for_target(
+        self, config: PlaybookOptimizerConfig, target: PlaybookOptimizationTarget
+    ) -> bool:
+        if not config.enabled:
+            return False
+        if target.kind == "agent_playbook":
+            return config.optimize_agent_playbooks
+        return config.optimize_user_playbooks
+
+    def _load_incumbent(
+        self, target: PlaybookOptimizationTarget
+    ) -> AgentPlaybook | None:
+        if target.kind == "agent_playbook":
+            playbook = self.storage.get_agent_playbook_by_id(target.target_id)
+            if (
+                playbook is None
+                or playbook.status is not None
+                or playbook.playbook_status != PlaybookStatus.PENDING
+            ):
+                return None
+            return playbook
+        user_playbook = self.storage.get_user_playbook_by_id(target.target_id)
+        if user_playbook is None or user_playbook.status is not None:
+            return None
+        return _agent_like_playbook(user_playbook)
+
+    def _resolve_windows(
+        self, target: PlaybookOptimizationTarget, config: PlaybookOptimizerConfig
+    ) -> list:
+        if target.kind == "agent_playbook":
+            return self.resolver.for_agent_playbook(target.target_id)
+        if not config.optimize_user_playbooks:
+            return []
+        return self.resolver.for_user_playbook(target.target_id)
+
+    def _passes_commit_thresholds(
+        self,
+        job_id: int,
+        candidate_id: int,
+        validation_windows: list[ScenarioWindow],
+        best_score: float,
+        config: PlaybookOptimizerConfig,
+    ) -> bool:
+        if best_score < config.min_commit_score:
+            return False
+        evaluations = self.storage.list_playbook_optimization_evaluations(job_id)
+        validation_keys = {_window_eval_key(window) for window in validation_windows}
+        winning_windows = {
+            _evaluation_key(
+                evaluation.scenario_user_playbook_id,
+                evaluation.source_interaction_ids,
+            )
+            for evaluation in evaluations
+            if evaluation.candidate_id == candidate_id
+            and _evaluation_key(
+                evaluation.scenario_user_playbook_id,
+                evaluation.source_interaction_ids,
+            )
+            in validation_keys
+            and evaluation.verdict == "candidate"
+            and evaluation.score >= config.min_commit_score
+            and evaluation.likert >= config.min_commit_likert
+        }
+        return len(winning_windows) >= config.min_commit_windows
+
+    def _has_aborted_evaluations(self, job_id: int) -> bool:
+        evaluations = self.storage.list_playbook_optimization_evaluations(job_id)
+        return any(evaluation.verdict == "aborted" for evaluation in evaluations)
+
+    def _commit_if_allowed(
+        self,
+        target: PlaybookOptimizationTarget,
+        incumbent: AgentPlaybook,
+        best_content: str,
+        config: PlaybookOptimizerConfig,
+    ) -> int | None:
+        # The optimize() entrypoint already gates on _can_adopt_winner before
+        # creating the job, but check again so this stays correct if called
+        # from elsewhere.
+        if not _can_adopt_winner(target, config):
+            return None
+        if target.kind == "agent_playbook":
+            source_windows = _source_windows_with_backfill(
+                self.storage, target.target_id
+            )
+            current = self.storage.get_agent_playbook_by_id(target.target_id)
+            if (
+                current is None
+                or current.status is not None
+                or current.playbook_status != PlaybookStatus.PENDING
+            ):
+                return None
+            self.storage.archive_agent_playbooks_by_ids([target.target_id])
+            successor = incumbent.model_copy(
+                update={
+                    "agent_playbook_id": 0,
+                    "content": best_content,
+                    "status": None,
+                    "playbook_status": PlaybookStatus.PENDING,
+                    "playbook_metadata": _append_optimizer_metadata(
+                        incumbent.playbook_metadata, target.target_id
+                    ),
+                }
+            )
+            saved = self.storage.save_agent_playbooks([successor])
+            if saved and saved[0].agent_playbook_id:
+                self.storage.set_source_windows_for_agent_playbook(
+                    saved[0].agent_playbook_id, source_windows
+                )
+                return saved[0].agent_playbook_id
+            return None
+        current_user = self.storage.get_user_playbook_by_id(target.target_id)
+        if current_user is None or current_user.status is not None:
+            return None
+        if current_user.user_id is None:
+            return None
+        archived = self.storage.archive_user_playbook_by_id(
+            current_user.user_id, current_user.user_playbook_id
+        )
+        if not archived:
+            return None
+        # The optimizer can legitimately flip framing (positive guidance ->
+        # negative anti-pattern or vice versa). Orientation lives entirely in
+        # the rule wording, so writing ``best_content`` is sufficient — there
+        # is no derived polarity label or separate polarity field to keep in
+        # sync.
+        successor_user = current_user.model_copy(
+            update={
+                "user_playbook_id": 0,
+                "content": best_content,
+                "status": None,
+            }
+        )
+        self.storage.save_user_playbooks([successor_user])
+        return successor_user.user_playbook_id or None
+
+
+def _agent_like_playbook(playbook: UserPlaybook) -> AgentPlaybook:
+    return AgentPlaybook(
+        agent_playbook_id=playbook.user_playbook_id,
+        playbook_name=playbook.playbook_name,
+        agent_version=playbook.agent_version,
+        content=playbook.content,
+        trigger=playbook.trigger,
+        rationale=playbook.rationale,
+        playbook_status=PlaybookStatus.PENDING,
+        status=playbook.status,
+    )
+
+
+def _can_adopt_winner(
+    target: PlaybookOptimizationTarget,
+    config: PlaybookOptimizerConfig,
+) -> bool:
+    if target.kind == "agent_playbook":
+        return config.auto_update_pending_agent_playbooks
+    return config.auto_update_user_playbooks
+
+
+def _append_optimizer_metadata(existing: str, predecessor_id: int) -> str:
+    suffix = f"optimized_from_agent_playbook_id={predecessor_id}"
+    if not existing:
+        return suffix
+    return f"{existing}; {suffix}"
+
+
+class _GEPAStorageCallback:
+    def __init__(self, storage: Any, job_id: int) -> None:
+        self.storage = storage
+        self.job_id = job_id
+
+    def __getattr__(self, name: str) -> Any:
+        if not name.startswith("on_"):
+            raise AttributeError(name)
+
+        def _record(event: dict[str, Any]) -> None:
+            self.storage.insert_playbook_optimization_event(
+                PlaybookOptimizationEvent(
+                    job_id=self.job_id,
+                    event_type=name.removeprefix("on_"),
+                    payload_json=json.dumps(
+                        _safe_event_payload(event), ensure_ascii=False, default=str
+                    ),
+                )
+            )
+
+        return _record
+
+
+def _safe_event_payload(value: Any, depth: int = 0) -> Any:
+    if depth > 3:
+        return str(value)
+    if isinstance(value, dict):
+        return {
+            str(k): _safe_event_payload(v, depth + 1)
+            for k, v in value.items()
+            if k != "final_state"
+        }
+    if isinstance(value, list | tuple | set):
+        return [_safe_event_payload(v, depth + 1) for v in value]
+    if isinstance(value, str | int | float | bool) or value is None:
+        return value
+    if hasattr(value, "model_dump"):
+        return _safe_event_payload(value.model_dump(), depth + 1)
+    return str(value)
+
+
+def _split_train_validation_windows(
+    windows: list[ScenarioWindow],
+    config: PlaybookOptimizerConfig,
+) -> tuple[list[ScenarioWindow], list[ScenarioWindow]]:
+    if len(windows) <= 1:
+        return windows, windows
+
+    ordered_windows = sorted(
+        windows,
+        key=lambda window: (
+            window.user_playbook_id if window.user_playbook_id is not None else -1,
+            tuple(window.source_interaction_ids),
+        ),
+    )
+    validation_count = min(config.max_validation_windows, len(ordered_windows) - 1)
+    validation_windows = ordered_windows[:validation_count]
+    train_windows = ordered_windows[validation_count:]
+    return train_windows, validation_windows
+
+
+def _same_window_sequence(
+    left: list[ScenarioWindow],
+    right: list[ScenarioWindow],
+) -> bool:
+    if len(left) != len(right):
+        return False
+    return all(
+        _window_eval_key(left_window) == _window_eval_key(right_window)
+        for left_window, right_window in zip(left, right, strict=True)
+    )
+
+
+def _source_windows_with_backfill(
+    storage: Any, agent_playbook_id: int
+) -> list[AgentPlaybookSourceWindow]:
+    source_windows = storage.get_source_windows_for_agent_playbook(agent_playbook_id)
+    missing_ids = [
+        window.user_playbook_id
+        for window in source_windows
+        if not window.source_interaction_ids
+    ]
+    if not missing_ids:
+        return source_windows
+
+    playbooks = storage.get_user_playbooks_by_ids_any_user(
+        missing_ids, status_filter=None
+    )
+    source_ids_by_playbook_id = {
+        playbook.user_playbook_id: playbook.source_interaction_ids
+        for playbook in playbooks
+        if playbook.source_interaction_ids
+    }
+    return [
+        window
+        if window.source_interaction_ids
+        else AgentPlaybookSourceWindow(
+            user_playbook_id=window.user_playbook_id,
+            source_interaction_ids=list(
+                source_ids_by_playbook_id.get(window.user_playbook_id, [])
+            ),
+        )
+        for window in source_windows
+    ]
+
+
+def _split_metadata(
+    windows: list[ScenarioWindow],
+    train_windows: list[ScenarioWindow],
+    validation_windows: list[ScenarioWindow],
+) -> dict[str, Any]:
+    return {
+        "source_window_count": len(windows),
+        "train_window_count": len(train_windows),
+        "validation_window_count": len(validation_windows),
+        "validation_scenario_user_playbook_ids": [
+            window.user_playbook_id for window in validation_windows
+        ],
+    }
+
+
+def _result_metadata(result: Any, split_metadata: dict[str, Any]) -> dict[str, Any]:
+    metadata = result.to_dict()
+    if not isinstance(metadata, dict):
+        metadata = {"gepa_result": metadata}
+    metadata.update(split_metadata)
+    return metadata
+
+
+def _window_eval_key(window: ScenarioWindow) -> tuple[int | None, tuple[int, ...]]:
+    return window.user_playbook_id, tuple(window.source_interaction_ids)
+
+
+def _evaluation_key(
+    scenario_user_playbook_id: int | None, source_interaction_ids: list[int]
+) -> tuple[int | None, tuple[int, ...]]:
+    return scenario_user_playbook_id, tuple(source_interaction_ids)

package/plugin/vendor/reflexio/reflexio/server/services/playbook_optimizer/rollout.py

@@ -0,0 +1,35 @@
+from __future__ import annotations
+
+from reflexio.models.api_schema.domain import AgentPlaybook
+
+from .assistant_webhook import AssistantCallable
+from .models import ChatMessage, RolloutTrace, ScenarioWindow
+
+
+class MultiTurnRollout:
+    """Replay a scenario's user turns against an assistant backend.
+
+    For each user turn in ``window.user_turns`` (capped by ``max_turns``),
+    the rollout appends the user message, asks the backend for a reply, and
+    appends the reply to the history. Importantly, the *user side* is fixed
+    — replayed verbatim from the recorded scenario — so a paired
+    incumbent/candidate run differs only in the playbook injected into the
+    backend. That isolation is what makes the judge's verdict meaningful.
+    """
+
+    def __init__(self, assistant: AssistantCallable) -> None:
+        self.assistant = assistant
+
+    def run(
+        self,
+        *,
+        window: ScenarioWindow,
+        playbook: AgentPlaybook,
+        max_turns: int,
+    ) -> RolloutTrace:
+        history: list[ChatMessage] = []
+        for user_turn in window.user_turns[:max_turns]:
+            history.append(user_turn)
+            assistant_content = self.assistant(history, [playbook])
+            history.append(ChatMessage(role="assistant", content=assistant_content))
+        return RolloutTrace(messages=history, playbook_content=playbook.content)