conatus 0.1.0

package/dist/strategy/strategy-helpers.js

@@ -0,0 +1,125 @@
+import { z } from "zod";
+import { StrategySchema } from "../types/strategy.js";
+import { KnowledgeGapSignalSchema } from "../types/knowledge.js";
+// ─── Valid state transitions ───
+export const VALID_TRANSITIONS = {
+    candidate: ["active"],
+    active: ["completed", "terminated", "evaluating"],
+    evaluating: ["active", "terminated"],
+    suspended: ["active", "terminated"],
+    completed: [],
+    terminated: [],
+};
+// ─── Internal schema for parsing LLM array response ───
+export const StrategyArraySchema = z.array(z.object({
+    id: z.string().optional(),
+    hypothesis: z.string(),
+    expected_effect: z.array(z.object({
+        dimension: z.string(),
+        direction: z.enum(["increase", "decrease"]),
+        magnitude: z.enum(["small", "medium", "large"]),
+    })),
+    resource_estimate: z.object({
+        sessions: z.number(),
+        duration: z.object({
+            value: z.number(),
+            unit: z.enum(["minutes", "hours", "days", "weeks"]),
+        }),
+        llm_calls: z.number().nullable().default(null),
+    }),
+    allocation: z.number().min(0).max(1).default(0),
+}));
+// ─── LLM prompt builder ───
+export function buildGenerationPrompt(goalId, primaryDimension, targetDimensions, context, enrichment) {
+    const pastSummary = context.pastStrategies.length > 0
+        ? context.pastStrategies
+            .map((s) => `- "${s.hypothesis}" (state: ${s.state}, effectiveness: ${s.effectiveness_score ?? "unknown"})`)
+            .join("\n")
+        : "None";
+    const enrichmentSection = [
+        enrichment?.templatesBlock ?? "",
+        enrichment?.lessonsBlock ?? "",
+    ]
+        .filter(Boolean)
+        .join("\n\n");
+    return `Generate 1-2 strategic approaches to close the gap for goal "${goalId}".
+
+Primary dimension to improve: ${primaryDimension}
+All target dimensions: ${targetDimensions.join(", ")}
+Current gap score: ${context.currentGap} (0=closed, 1=fully open)
+
+Past strategies tried:
+${pastSummary}
+${enrichmentSection ? `\n${enrichmentSection}\n` : ""}
+Return a JSON array of strategies. Each strategy must follow this schema:
+{
+  "hypothesis": "string - the core bet/approach",
+  "expected_effect": [
+    { "dimension": "string", "direction": "increase"|"decrease", "magnitude": "small"|"medium"|"large" }
+  ],
+  "resource_estimate": {
+    "sessions": number,
+    "duration": { "value": number, "unit": "hours"|"days"|"weeks"|"minutes" },
+    "llm_calls": number|null
+  },
+  "allocation": number (0-1)
+}
+
+Do not repeat strategies that have already been tried. Respond with only the JSON array inside a markdown code block.`;
+}
+// ─── Allocation redistribution helper ───
+/**
+ * Redistribute freed allocation proportionally among remaining strategies.
+ * Returns a new array with updated allocations. Pure function.
+ */
+export function redistributeAllocation(strategies, excludeId, freedAllocation) {
+    const remaining = strategies.filter((s) => s.id !== excludeId && (s.state === "active" || s.state === "evaluating"));
+    if (remaining.length === 0 || freedAllocation <= 0) {
+        return strategies;
+    }
+    const totalRemainingAlloc = remaining.reduce((sum, s) => sum + s.allocation, 0);
+    return strategies.map((s) => {
+        if (!remaining.some((r) => r.id === s.id))
+            return s;
+        const share = totalRemainingAlloc > 0
+            ? s.allocation / totalRemainingAlloc
+            : 1.0 / remaining.length;
+        return StrategySchema.parse({
+            ...s,
+            allocation: s.allocation + freedAllocation * share,
+        });
+    });
+}
+// ─── Knowledge gap detection (pure function) ───
+/**
+ * Detect whether a set of strategy candidates indicates a knowledge gap.
+ *
+ * Rules:
+ *   - Zero candidates → `strategy_deadlock` (no hypotheses can be formed)
+ *   - All candidates have effectiveness_score < 0.3 AND not null →
+ *     `strategy_deadlock` (all known approaches exhausted)
+ *
+ * Returns null when candidates look viable.
+ */
+export function detectStrategyGap(candidates) {
+    if (candidates.length === 0) {
+        return KnowledgeGapSignalSchema.parse({
+            signal_type: "strategy_deadlock",
+            missing_knowledge: "No strategies available — domain knowledge needed to generate hypotheses",
+            source_step: "strategy_selection",
+            related_dimension: null,
+        });
+    }
+    const scoredCandidates = candidates.filter((c) => c.effectiveness_score !== null);
+    if (scoredCandidates.length > 0 &&
+        scoredCandidates.every((c) => (c.effectiveness_score ?? 1) < 0.3)) {
+        return KnowledgeGapSignalSchema.parse({
+            signal_type: "strategy_deadlock",
+            missing_knowledge: "All known strategies have low effectiveness — domain knowledge needed to form new hypotheses",
+            source_step: "strategy_selection",
+            related_dimension: null,
+        });
+    }
+    return null;
+}
+//# sourceMappingURL=strategy-helpers.js.map

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package/dist/strategy/strategy-manager-base.d.ts

@@ -0,0 +1,95 @@
+import { StateManager } from "../state-manager.js";
+import type { Strategy, Portfolio } from "../types/strategy.js";
+import type { StrategyState } from "../types/core.js";
+import type { ILLMClient } from "../llm/llm-client.js";
+import type { IPromptGateway } from "../prompt/gateway.js";
+import type { KnowledgeGapSignal } from "../types/knowledge.js";
+import type { KnowledgeManager } from "../knowledge/knowledge-manager.js";
+/**
+ * Base class for StrategyManager.
+ * Contains constructor, core lifecycle methods, and private persistence helpers.
+ * Phase 2 portfolio methods live in the StrategyManager subclass.
+ */
+export declare class StrategyManagerBase {
+    protected readonly stateManager: StateManager;
+    protected readonly llmClient: ILLMClient;
+    /** Optional KnowledgeManager for decision-history-aware strategy selection (M14-S3). */
+    protected knowledgeManager?: KnowledgeManager;
+    /** Optional PromptGateway for memory-enriched LLM calls. */
+    protected promptGateway?: IPromptGateway;
+    /** In-memory index: strategyId → goalId */
+    protected readonly strategyIndex: Map<string, string>;
+    constructor(stateManager: StateManager, llmClient: ILLMClient, knowledgeManager?: KnowledgeManager, promptGateway?: IPromptGateway);
+    /** Inject or update KnowledgeManager after construction (e.g., when KM is instantiated after SM). */
+    setKnowledgeManager(km: KnowledgeManager): void;
+    /**
+     * Generate 1–2 strategy candidates via LLM.
+     * Validates each with StrategySchema, sets state="candidate", stores in portfolio.
+     *
+     * Optional `enrichment` injects strategy templates and lessons into the prompt.
+     */
+    generateCandidates(goalId: string, primaryDimension: string, targetDimensions: string[], context: {
+        currentGap: number;
+        pastStrategies: Strategy[];
+    }, enrichment?: {
+        templatesBlock?: string;
+        lessonsBlock?: string;
+    }): Promise<Strategy[]>;
+    /**
+     * Activate the first candidate strategy for a goal.
+     * Sets state="active" and started_at=now.
+     */
+    activateBestCandidate(goalId: string): Promise<Strategy>;
+    /**
+     * Transition a strategy to a new state.
+     * Throws if the transition is not valid or strategy is not found.
+     */
+    updateState(strategyId: string, newState: StrategyState, metadata?: {
+        effectiveness_score?: number;
+    }): Promise<void>;
+    /**
+     * React to a stall detection event.
+     * - stallCount === 1: return null (no strategy change; notify only)
+     * - stallCount >= 2: terminate current strategy, generate new candidates, activate best
+     * - If no candidates can be generated: return null
+     *
+     * When knowledgeManager is available and goalType is given, past decision history
+     * is used to deprioritize previously-pivoted strategies (M14-S3).
+     */
+    onStallDetected(goalId: string, stallCount: number, goalType?: string): Promise<Strategy | null>;
+    /**
+     * M14-S3: Rank candidates using past decision history.
+     * Strategies that were previously PIVOTed are deprioritized (moved to end).
+     * Strategies that succeeded are prioritized (moved to front).
+     * Falls back to original order when < 3 records exist.
+     */
+    protected _rankCandidatesByDecisionHistory(candidates: Strategy[], goalType: string): Promise<Strategy[]>;
+    /**
+     * Increment the pivot_count on a strategy and persist the portfolio.
+     * No-op if the strategy is not found.
+     */
+    incrementPivotCount(goalId: string, strategyId: string): Promise<void>;
+    /**
+     * Returns the currently active strategy for a goal, or null.
+     */
+    getActiveStrategy(goalId: string): Promise<Strategy | null>;
+    /**
+     * Returns the full portfolio for a goal, or null if none has been persisted.
+     */
+    getPortfolio(goalId: string): Promise<Portfolio | null>;
+    /**
+     * Returns all strategies in history (terminated/completed) for a goal.
+     */
+    getStrategyHistory(goalId: string): Promise<Strategy[]>;
+    /** Delegates to the pure helper in strategy-helpers.ts. */
+    detectStrategyGap(candidates: Strategy[]): KnowledgeGapSignal | null;
+    protected loadOrCreatePortfolio(goalId: string): Promise<Portfolio>;
+    protected savePortfolio(goalId: string, portfolio: Portfolio): Promise<void>;
+    protected appendToHistory(goalId: string, strategy: Strategy): Promise<void>;
+    /**
+     * Resolve a goalId from a strategyId using the in-memory index.
+     * Falls back to scanning goal directories if not in index.
+     */
+    protected resolveGoalId(strategyId: string): Promise<string | null>;
+}
+//# sourceMappingURL=strategy-manager-base.d.ts.map

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package/dist/strategy/strategy-manager-base.js

@@ -0,0 +1,363 @@
+import { randomUUID } from "node:crypto";
+import { StrategySchema, PortfolioSchema } from "../types/strategy.js";
+import { VALID_TRANSITIONS, StrategyArraySchema, buildGenerationPrompt, detectStrategyGap, } from "./strategy-helpers.js";
+/**
+ * Base class for StrategyManager.
+ * Contains constructor, core lifecycle methods, and private persistence helpers.
+ * Phase 2 portfolio methods live in the StrategyManager subclass.
+ */
+export class StrategyManagerBase {
+    stateManager;
+    llmClient;
+    /** Optional KnowledgeManager for decision-history-aware strategy selection (M14-S3). */
+    knowledgeManager;
+    /** Optional PromptGateway for memory-enriched LLM calls. */
+    promptGateway;
+    /** In-memory index: strategyId → goalId */
+    strategyIndex = new Map();
+    constructor(stateManager, llmClient, knowledgeManager, promptGateway) {
+        this.stateManager = stateManager;
+        this.llmClient = llmClient;
+        this.knowledgeManager = knowledgeManager;
+        this.promptGateway = promptGateway;
+    }
+    /** Inject or update KnowledgeManager after construction (e.g., when KM is instantiated after SM). */
+    setKnowledgeManager(km) {
+        this.knowledgeManager = km;
+    }
+    // ─── Core Lifecycle Methods ───
+    /**
+     * Generate 1–2 strategy candidates via LLM.
+     * Validates each with StrategySchema, sets state="candidate", stores in portfolio.
+     *
+     * Optional `enrichment` injects strategy templates and lessons into the prompt.
+     */
+    async generateCandidates(goalId, primaryDimension, targetDimensions, context, enrichment) {
+        const prompt = buildGenerationPrompt(goalId, primaryDimension, targetDimensions, context, enrichment);
+        // eslint-disable-next-line @typescript-eslint/no-explicit-any
+        let strategiesRaw;
+        if (this.promptGateway) {
+            strategiesRaw = await this.promptGateway.execute({
+                purpose: "strategy_generation",
+                goalId,
+                responseSchema: StrategyArraySchema,
+                additionalContext: {
+                    prompt,
+                    primaryDimension,
+                    targetDimensions: targetDimensions.join(","),
+                    currentGap: String(context.currentGap),
+                },
+                maxTokens: 2048,
+            });
+        }
+        else {
+            const response = await this.llmClient.sendMessage([{ role: "user", content: prompt }], {
+                system: "You are a strategic planning assistant. Generate concrete, actionable strategies to close the goal gap. Respond with a JSON array of 1–2 strategies.",
+                max_tokens: 2048,
+            });
+            // Parse and validate the LLM response
+            strategiesRaw = this.llmClient.parseJSON(response.content, StrategyArraySchema);
+        }
+        const now = new Date().toISOString();
+        const candidates = strategiesRaw.map((raw) => StrategySchema.parse({
+            ...raw,
+            id: raw.id ?? randomUUID(),
+            goal_id: goalId,
+            primary_dimension: primaryDimension,
+            target_dimensions: targetDimensions,
+            state: "candidate",
+            created_at: now,
+            started_at: null,
+            completed_at: null,
+            gap_snapshot_at_start: null,
+            tasks_generated: [],
+            effectiveness_score: null,
+            consecutive_stall_count: 0,
+        }));
+        // Store candidates in portfolio
+        const portfolio = await this.loadOrCreatePortfolio(goalId);
+        portfolio.strategies.push(...candidates);
+        await this.savePortfolio(goalId, portfolio);
+        // Update in-memory index
+        for (const c of candidates) {
+            this.strategyIndex.set(c.id, goalId);
+        }
+        return candidates;
+    }
+    /**
+     * Activate the first candidate strategy for a goal.
+     * Sets state="active" and started_at=now.
+     */
+    async activateBestCandidate(goalId) {
+        const portfolio = await this.loadOrCreatePortfolio(goalId);
+        const candidates = portfolio.strategies.filter((s) => s.state === "candidate");
+        if (candidates.length === 0) {
+            throw new Error(`activateBestCandidate: no candidates found for goal "${goalId}"`);
+        }
+        // Select first candidate (top of list)
+        const best = candidates[0];
+        const now = new Date().toISOString();
+        const activated = StrategySchema.parse({
+            ...best,
+            state: "active",
+            started_at: now,
+        });
+        // Update in portfolio
+        portfolio.strategies = portfolio.strategies.map((s) => s.id === activated.id ? activated : s);
+        await this.savePortfolio(goalId, portfolio);
+        // Ensure index entry
+        this.strategyIndex.set(activated.id, goalId);
+        return activated;
+    }
+    /**
+     * Transition a strategy to a new state.
+     * Throws if the transition is not valid or strategy is not found.
+     */
+    async updateState(strategyId, newState, metadata) {
+        const goalId = await this.resolveGoalId(strategyId);
+        if (!goalId) {
+            throw new Error(`updateState: strategy "${strategyId}" not found in any portfolio`);
+        }
+        const portfolio = await this.loadOrCreatePortfolio(goalId);
+        const strategy = portfolio.strategies.find((s) => s.id === strategyId);
+        if (!strategy) {
+            throw new Error(`updateState: strategy "${strategyId}" not found in portfolio for goal "${goalId}"`);
+        }
+        const allowed = VALID_TRANSITIONS[strategy.state] ?? [];
+        if (!allowed.includes(newState)) {
+            throw new Error(`updateState: invalid transition "${strategy.state}" → "${newState}" for strategy "${strategyId}"`);
+        }
+        const now = new Date().toISOString();
+        const updated = StrategySchema.parse({
+            ...strategy,
+            state: newState,
+            completed_at: newState === "completed" || newState === "terminated"
+                ? now
+                : strategy.completed_at,
+            effectiveness_score: metadata?.effectiveness_score !== undefined
+                ? metadata.effectiveness_score
+                : strategy.effectiveness_score,
+        });
+        portfolio.strategies = portfolio.strategies.map((s) => s.id === strategyId ? updated : s);
+        await this.savePortfolio(goalId, portfolio);
+        // Archive terminated/completed strategies to history
+        if (newState === "terminated" || newState === "completed") {
+            await this.appendToHistory(goalId, updated);
+            // Update the corresponding DecisionRecord outcome (non-fatal)
+            if (this.knowledgeManager) {
+                try {
+                    const outcome = newState === "completed" ? "success" : "failure";
+                    await this.knowledgeManager.updateDecisionOutcome(strategyId, outcome);
+                }
+                catch (e) {
+                    console.warn(`[StrategyManager] updateDecisionOutcome failed for ${strategyId}:`, e);
+                }
+            }
+        }
+    }
+    /**
+     * React to a stall detection event.
+     * - stallCount === 1: return null (no strategy change; notify only)
+     * - stallCount >= 2: terminate current strategy, generate new candidates, activate best
+     * - If no candidates can be generated: return null
+     *
+     * When knowledgeManager is available and goalType is given, past decision history
+     * is used to deprioritize previously-pivoted strategies (M14-S3).
+     */
+    async onStallDetected(goalId, stallCount, goalType) {
+        if (stallCount < 2) {
+            return null;
+        }
+        // Capture active strategy details before terminating
+        const active = await this.getActiveStrategy(goalId);
+        if (active) {
+            // Increment consecutive_stall_count before terminating
+            const portfolio = await this.loadOrCreatePortfolio(goalId);
+            const updated = StrategySchema.parse({
+                ...active,
+                consecutive_stall_count: active.consecutive_stall_count + 1,
+            });
+            portfolio.strategies = portfolio.strategies.map((s) => s.id === active.id ? updated : s);
+            await this.savePortfolio(goalId, portfolio);
+            await this.updateState(active.id, "terminated");
+        }
+        // Gather past strategies for context
+        const pastStrategies = await this.getStrategyHistory(goalId);
+        const primaryDimension = active?.primary_dimension ?? pastStrategies[0]?.primary_dimension ?? "";
+        const targetDimensions = active?.target_dimensions ?? pastStrategies[0]?.target_dimensions ?? [];
+        let candidates;
+        try {
+            candidates = await this.generateCandidates(goalId, primaryDimension, targetDimensions, {
+                currentGap: active?.gap_snapshot_at_start ?? 1.0,
+                pastStrategies,
+            });
+        }
+        catch {
+            return null;
+        }
+        if (candidates.length === 0) {
+            return null;
+        }
+        // M14-S3: Apply decision history to reorder candidates when enough data available
+        if (this.knowledgeManager && goalType) {
+            try {
+                const reordered = await this._rankCandidatesByDecisionHistory(candidates, goalType);
+                if (reordered.length > 0) {
+                    // Persist reordered candidates into portfolio
+                    const portfolio = await this.loadOrCreatePortfolio(goalId);
+                    portfolio.strategies = portfolio.strategies.map((s) => {
+                        const idx = reordered.findIndex((r) => r.id === s.id);
+                        return idx >= 0 ? reordered[idx] : s;
+                    });
+                    await this.savePortfolio(goalId, portfolio);
+                }
+            }
+            catch {
+                // non-fatal: fall through to default selection
+            }
+        }
+        try {
+            return await this.activateBestCandidate(goalId);
+        }
+        catch {
+            return null;
+        }
+    }
+    /**
+     * M14-S3: Rank candidates using past decision history.
+     * Strategies that were previously PIVOTed are deprioritized (moved to end).
+     * Strategies that succeeded are prioritized (moved to front).
+     * Falls back to original order when < 3 records exist.
+     */
+    async _rankCandidatesByDecisionHistory(candidates, goalType) {
+        if (!this.knowledgeManager)
+            return candidates;
+        const records = await this.knowledgeManager.queryDecisions(goalType, 50);
+        // Fallback: < 3 records → use existing logic
+        if (records.length < 3) {
+            return candidates;
+        }
+        // Build score map: hypothesis text → adjustment
+        // Pivot → -1, Success → +1, Others → 0
+        const scoreMap = new Map();
+        for (const record of records) {
+            const key = record.hypothesis;
+            if (!key)
+                continue;
+            const existing = scoreMap.get(key) ?? 0;
+            if (record.decision === "pivot" && record.outcome !== "success") {
+                scoreMap.set(key, existing - 1);
+            }
+            else if (record.outcome === "success") {
+                scoreMap.set(key, existing + 1);
+            }
+        }
+        const scored = candidates.map((c) => ({
+            candidate: c,
+            score: scoreMap.get(c.hypothesis) ?? 0,
+        }));
+        // Stable sort: higher score first (ties keep original order)
+        scored.sort((a, b) => b.score - a.score);
+        return scored.map((s) => s.candidate);
+    }
+    /**
+     * Increment the pivot_count on a strategy and persist the portfolio.
+     * No-op if the strategy is not found.
+     */
+    async incrementPivotCount(goalId, strategyId) {
+        const portfolio = await this.loadOrCreatePortfolio(goalId);
+        const strategy = portfolio.strategies.find((s) => s.id === strategyId);
+        if (strategy) {
+            strategy.pivot_count = (strategy.pivot_count ?? 0) + 1;
+            await this.savePortfolio(goalId, portfolio);
+        }
+    }
+    /**
+     * Returns the currently active strategy for a goal, or null.
+     */
+    async getActiveStrategy(goalId) {
+        const portfolio = await this.loadOrCreatePortfolio(goalId);
+        return portfolio.strategies.find((s) => s.state === "active") ?? null;
+    }
+    /**
+     * Returns the full portfolio for a goal, or null if none has been persisted.
+     */
+    async getPortfolio(goalId) {
+        const raw = await this.stateManager.readRaw(`strategies/${goalId}/portfolio.json`);
+        if (raw === null)
+            return null;
+        const portfolio = PortfolioSchema.parse(raw);
+        // Rebuild index from loaded portfolio
+        for (const s of portfolio.strategies) {
+            this.strategyIndex.set(s.id, goalId);
+        }
+        return portfolio;
+    }
+    /**
+     * Returns all strategies in history (terminated/completed) for a goal.
+     */
+    async getStrategyHistory(goalId) {
+        const raw = await this.stateManager.readRaw(`strategies/${goalId}/strategy-history.json`);
+        if (raw === null)
+            return [];
+        const parsed = raw;
+        return parsed.map((s) => StrategySchema.parse(s));
+    }
+    // ─── Knowledge Gap Detection ───
+    /** Delegates to the pure helper in strategy-helpers.ts. */
+    detectStrategyGap(candidates) {
+        return detectStrategyGap(candidates);
+    }
+    // ─── Protected Helpers ───
+    async loadOrCreatePortfolio(goalId) {
+        const existing = await this.getPortfolio(goalId);
+        if (existing)
+            return existing;
+        const now = new Date().toISOString();
+        return PortfolioSchema.parse({
+            goal_id: goalId,
+            strategies: [],
+            rebalance_interval: { value: 7, unit: "days" },
+            last_rebalanced_at: now,
+        });
+    }
+    async savePortfolio(goalId, portfolio) {
+        const parsed = PortfolioSchema.parse(portfolio);
+        await this.stateManager.writeRaw(`strategies/${goalId}/portfolio.json`, parsed);
+        // Rebuild index for all strategies in the portfolio
+        for (const s of parsed.strategies) {
+            this.strategyIndex.set(s.id, goalId);
+        }
+    }
+    async appendToHistory(goalId, strategy) {
+        const history = await this.getStrategyHistory(goalId);
+        const idx = history.findIndex((s) => s.id === strategy.id);
+        if (idx >= 0) {
+            history[idx] = strategy;
+        }
+        else {
+            history.push(strategy);
+        }
+        await this.stateManager.writeRaw(`strategies/${goalId}/strategy-history.json`, history);
+    }
+    /**
+     * Resolve a goalId from a strategyId using the in-memory index.
+     * Falls back to scanning goal directories if not in index.
+     */
+    async resolveGoalId(strategyId) {
+        // Check in-memory index first
+        const cached = this.strategyIndex.get(strategyId);
+        if (cached)
+            return cached;
+        // Fall back to scanning known goal directories
+        const goalIds = await this.stateManager.listGoalIds();
+        for (const goalId of goalIds) {
+            const portfolio = await this.getPortfolio(goalId);
+            if (portfolio?.strategies.some((s) => s.id === strategyId)) {
+                return goalId;
+            }
+        }
+        return null;
+    }
+}
+//# sourceMappingURL=strategy-manager-base.js.map

package/dist/strategy/strategy-manager-base.js.map

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