pulseed 0.1.4 → 0.2.0

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

@@ -0,0 +1,451 @@
+import { randomUUID } from "node:crypto";
+import { z } from "zod";
+import { StrategySchema, PortfolioSchema } from "../../base/types/strategy.js";
+import { WorkspaceContextCache, formatWorkspaceContext } from "./strategy-workspace.js";
+import { VALID_TRANSITIONS, StrategyArraySchema, buildGenerationPrompt, detectStrategyGap, unwrapStrategyResponse, } 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;
+    /** Optional StrategyTemplateRegistry for auto-templating successful strategies. */
+    strategyTemplateRegistry;
+    /** Optional Logger for diagnostic output. */
+    logger;
+    /** In-memory index: strategyId → goalId */
+    strategyIndex = new Map();
+    /** Optional ToolExecutor for workspace context gathering (Phase 4-B). */
+    toolExecutor;
+    /** Optional ToolRegistry for scoring candidates by tool availability (Issue #476). */
+    toolRegistry;
+    /** Per-iteration workspace context cache (Phase 4-B). */
+    workspaceCache = new WorkspaceContextCache();
+    constructor(stateManager, llmClient, knowledgeManager, promptGateway, logger) {
+        this.stateManager = stateManager;
+        this.llmClient = llmClient;
+        this.knowledgeManager = knowledgeManager;
+        this.promptGateway = promptGateway;
+        this.logger = logger;
+    }
+    /** Inject or update KnowledgeManager after construction (e.g., when KM is instantiated after SM). */
+    setKnowledgeManager(km) {
+        this.knowledgeManager = km;
+    }
+    /** Inject StrategyTemplateRegistry for auto-templating successful strategies. */
+    setStrategyTemplateRegistry(registry) {
+        this.strategyTemplateRegistry = registry;
+    }
+    /** Inject ToolExecutor for workspace context gathering (Phase 4-B). */
+    setToolExecutor(executor) {
+        this.toolExecutor = executor;
+    }
+    /** Inject ToolRegistry for tool-availability scoring in activateBestCandidate (Issue #476). */
+    setToolRegistry(registry) {
+        this.toolRegistry = registry;
+    }
+    // ─── 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, toolContext) {
+        // Gather workspace context via tools when available (Phase 4-B)
+        let workspaceCtx;
+        if (this.toolExecutor && toolContext) {
+            try {
+                workspaceCtx = await this.workspaceCache.get(toolContext.iteration, this.toolExecutor, toolContext.toolCallContext);
+            }
+            catch {
+                // Non-fatal — proceed without workspace context
+            }
+        }
+        const workspaceBlock = workspaceCtx
+            ? formatWorkspaceContext(workspaceCtx)
+            : undefined;
+        const prompt = buildGenerationPrompt(goalId, primaryDimension, targetDimensions, context, {
+            ...enrichment,
+            workspaceBlock,
+        });
+        // eslint-disable-next-line @typescript-eslint/no-explicit-any
+        let strategiesRaw;
+        if (this.promptGateway) {
+            // Wrap the schema to unwrap any LLM wrapper object before array validation.
+            const unwrappingSchema = z.unknown().transform(unwrapStrategyResponse).pipe(StrategyArraySchema);
+            strategiesRaw = await this.promptGateway.execute({
+                purpose: "strategy_generation",
+                goalId,
+                responseSchema: unwrappingSchema,
+                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,
+                model_tier: 'main',
+            });
+            // Parse and validate the LLM response.
+            // Unwrap { candidates: [...] } shape in case the LLM returns a wrapped object.
+            const parsed = this.llmClient.parseJSON(response.content, z.unknown());
+            strategiesRaw = StrategyArraySchema.parse(unwrapStrategyResponse(parsed));
+        }
+        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 "${goalId}"`);
+        }
+        // Score candidates by tool availability when registry is present
+        let best;
+        if (this.toolRegistry && candidates.some((c) => c.required_tools.length > 0)) {
+            const availableNames = new Set(this.toolRegistry.listAll().map((t) => t.metadata.name));
+            const scored = candidates.map((c) => {
+                const missing = c.required_tools.filter((name) => !availableNames.has(name)).length;
+                return { candidate: c, score: -missing };
+            });
+            // Stable sort: higher score (fewer missing tools) first
+            scored.sort((a, b) => b.score - a.score);
+            best = scored[0].candidate;
+        }
+        else {
+            // Fallback: pick first candidate
+            best = candidates[0];
+        }
+        const now = new Date().toISOString();
+        const activated = StrategySchema.parse({
+            ...best,
+            state: "active",
+            started_at: now,
+        });
+        // Update in portfolio
+        portfolio.strategies = portfolio.strategies.map((s) => s.id === activated.id ? activated : s);
+        await this.savePortfolio(goalId, portfolio);
+        // Ensure index entry
+        this.strategyIndex.set(activated.id, goalId);
+        return activated;
+    }
+    /**
+     * Transition a strategy to a new state.
+     * Throws if the transition is not valid or strategy is not found.
+     */
+    async updateState(strategyId, newState, metadata) {
+        const goalId = await this.resolveGoalId(strategyId);
+        if (!goalId) {
+            throw new Error(`updateState: strategy "${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) {
+                    this.logger?.warn(`[StrategyManager] updateDecisionOutcome failed for ${strategyId}: ${e instanceof Error ? e.message : String(e)}`);
+                }
+            }
+            // Auto-template successful strategies (fire-and-forget — do not block state transition)
+            if (newState === "completed" && this.strategyTemplateRegistry) {
+                if ((updated.effectiveness_score ?? 0) >= 0.5) {
+                    void this.strategyTemplateRegistry.registerTemplate(updated, goalId)
+                        .then(() => {
+                        this.logger?.info(`Auto-templated strategy ${strategyId} (effectiveness: ${updated.effectiveness_score})`);
+                    })
+                        .catch((err) => {
+                        // Non-fatal — log and continue
+                        this.logger?.warn(`Failed to auto-template strategy ${strategyId}: ${err instanceof Error ? err.message : String(err)}`);
+                    });
+                }
+            }
+        }
+    }
+    /**
+     * 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 ?? [];
+        const toolContext = this.toolExecutor
+            ? {
+                toolCallContext: {
+                    cwd: process.cwd(),
+                    goalId,
+                    trustBalance: 0,
+                    preApproved: false,
+                    approvalFn: async () => false,
+                },
+                iteration: stallCount,
+            }
+            : undefined;
+        let candidates;
+        try {
+            candidates = await this.generateCandidates(goalId, primaryDimension, targetDimensions, {
+                currentGap: active?.gap_snapshot_at_start ?? 1.0,
+                pastStrategies,
+            }, undefined, toolContext);
+        }
+        catch (err) {
+            this.logger?.warn(`[StrategyManager] generateCandidates failed during stall recovery for goal "${goalId}": ${err instanceof Error ? err.message : String(err)}`);
+            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 (err) {
+                this.logger?.warn(`[StrategyManager] reorderByDecisionHistory failed: ${String(err)}`);
+                // non-fatal: fall through to default selection
+            }
+        }
+        try {
+            return await this.activateBestCandidate(goalId);
+        }
+        catch (err) {
+            this.logger?.warn(`[StrategyManager] activateBestCandidate failed: ${String(err)}`);
+            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/orchestrator/strategy/strategy-manager-base.js.map

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

@@ -0,0 +1,65 @@
+import type { Strategy } from "../../base/types/strategy.js";
+import { StrategyManagerBase } from "./strategy-manager-base.js";
+export { VALID_TRANSITIONS, StrategyArraySchema, buildGenerationPrompt, redistributeAllocation, detectStrategyGap } from "./strategy-helpers.js";
+export { StrategyManagerBase } from "./strategy-manager-base.js";
+/**
+ * StrategyManager manages strategy lifecycle for a goal:
+ * - LLM-driven candidate generation
+ * - State transitions (candidate → active → completed/terminated/evaluating)
+ * - Stall-driven pivots
+ * - Phase 2: parallel multi-strategy execution (activateMultiple, terminateStrategy,
+ *   createWaitStrategy, suspendStrategy, resumeStrategy, getAllActiveStrategies, updateAllocation)
+ *
+ * Persistence paths (relative to StateManager base):
+ *   strategies/<goal_id>/portfolio.json
+ *   strategies/<goal_id>/strategy-history.json
+ *
+ * In-memory index: strategyId → goalId for fast lookups without directory scanning.
+ */
+export declare class StrategyManager extends StrategyManagerBase {
+    /**
+     * Activate multiple candidate strategies simultaneously (Phase 2 parallel execution).
+     * Allocates resources equally, respecting min=0.1 and max=0.7 per strategy.
+     * Single strategy receives allocation=1.0.
+     */
+    activateMultiple(goalId: string, strategyIds: string[]): Promise<Strategy[]>;
+    /**
+     * Terminate a strategy and redistribute its allocation to remaining active strategies
+     * proportionally. If no remaining active strategies, allocation is not redistributed.
+     */
+    terminateStrategy(goalId: string, strategyId: string, _reason: string): Promise<Strategy>;
+    /**
+     * Create a WaitStrategy for a goal.
+     * Sets state="candidate" initially; caller activates when ready.
+     */
+    createWaitStrategy(goalId: string, params: {
+        hypothesis: string;
+        wait_reason: string;
+        wait_until: string;
+        measurement_plan: string;
+        fallback_strategy_id: string | null;
+        target_dimensions: string[];
+        primary_dimension: string;
+    }): Promise<Strategy>;
+    /**
+     * Suspend an active strategy, redistributing its allocation to remaining active strategies.
+     */
+    suspendStrategy(goalId: string, strategyId: string): Promise<Strategy>;
+    /**
+     * Resume a suspended strategy at the given allocation.
+     * Adjusts other active strategies proportionally to maintain sum=1.0.
+     */
+    resumeStrategy(goalId: string, strategyId: string, allocation: number): Promise<Strategy>;
+    /**
+     * Return all strategies with state "active" or "evaluating" for a goal.
+     * Unlike getActiveStrategy, returns all concurrent active strategies.
+     */
+    getAllActiveStrategies(goalId: string): Promise<Strategy[]>;
+    /**
+     * Update a single strategy's allocation directly.
+     * Does NOT validate that the sum of all allocations equals 1.0;
+     * the caller (e.g., PortfolioManager) is responsible for maintaining that invariant.
+     */
+    updateAllocation(goalId: string, strategyId: string, newAllocation: number): Promise<void>;
+}
+//# sourceMappingURL=strategy-manager.d.ts.map

package/dist/orchestrator/strategy/strategy-manager.d.ts.map

@@ -0,0 +1 @@
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