pulseed 0.4.3 → 0.4.4

package/dist/strategy/portfolio-manager.js

@@ -1,340 +0,0 @@
-import { StrategySchema } from "../types/strategy.js";
-import { PortfolioConfigSchema } from "../types/portfolio.js";
-import { calculateInitialAllocations, countConsecutiveLowestRebalances, redistributeAllocation, adjustAllocations, handleWaitStrategyExpiry as _handleWaitStrategyExpiry, selectNextStrategyAcrossGoals as _selectNextStrategyAcrossGoals, getCurrentGapForDimension as _getCurrentGapForDimension, calculateGapDeltaForStrategy as _calculateGapDeltaForStrategy, } from "./portfolio-rebalance.js";
-import { isWaitStrategy, checkStrategyTermination, } from "./portfolio-allocation.js";
-/**
- * PortfolioManager provides portfolio-level orchestration on top of StrategyManager.
- *
- * Responsibilities:
- * - Deterministic task-strategy selection (which strategy should generate the next task)
- * - Effectiveness measurement per strategy (gap delta / sessions consumed)
- * - Rebalance triggering and execution (allocation adjustment, termination)
- * - Wait-strategy lifecycle management
- *
- * PortfolioManager does NOT replace StrategyManager — it coordinates across strategies.
- */
-export class PortfolioManager {
-    strategyManager;
-    stateManager;
-    config;
-    /** goalId → timestamp of last rebalance */
-    lastRebalanceTime = new Map();
-    /** goalId → list of past rebalance results */
-    rebalanceHistory = new Map();
-    /** strategyId → timestamp of last task completion */
-    lastTaskCompletionByStrategy = new Map();
-    constructor(strategyManager, stateManager, config) {
-        this.strategyManager = strategyManager;
-        this.stateManager = stateManager;
-        this.config = PortfolioConfigSchema.parse(config ?? {});
-    }
-    // ─── Public Methods ───
-    /**
-     * Select the next strategy that should generate a task for the given goal.
-     *
-     * Uses a deterministic "wait ratio" approach: for each active strategy,
-     * compute (time since last task completion) / allocation. The strategy
-     * with the highest ratio is the most "starved" and gets selected next.
-     *
-     * WaitStrategy instances are skipped (they do not generate tasks).
-     * Returns null if no eligible active strategies exist.
-     */
-    async selectNextStrategyForTask(goalId) {
-        const portfolio = await this.strategyManager.getPortfolio(goalId);
-        if (!portfolio)
-            return null;
-        const activeStrategies = portfolio.strategies.filter((s) => s.state === "active" || s.state === "evaluating");
-        const eligible = activeStrategies.filter((s) => !this.isWaitStrategy(s));
-        if (eligible.length === 0)
-            return null;
-        const now = Date.now();
-        const portfolioCreatedAt = new Date(portfolio.last_rebalanced_at).getTime();
-        let bestStrategy = null;
-        let bestRatio = -Infinity;
-        for (const strategy of eligible) {
-            const lastCompletion = this.lastTaskCompletionByStrategy.get(strategy.id) ??
-                (strategy.started_at
-                    ? new Date(strategy.started_at).getTime()
-                    : portfolioCreatedAt);
-            const elapsed = now - lastCompletion;
-            const allocation = strategy.allocation > 0 ? strategy.allocation : 0.01;
-            const ratio = elapsed / allocation;
-            if (ratio > bestRatio) {
-                bestRatio = ratio;
-                bestStrategy = strategy;
-            }
-        }
-        if (!bestStrategy)
-            return null;
-        return {
-            strategy_id: bestStrategy.id,
-            reason: `Highest wait ratio (${bestRatio.toFixed(0)}ms/alloc) — most starved for task execution`,
-            wait_ratio: bestRatio,
-        };
-    }
-    /**
-     * Calculate effectiveness records for all active strategies of a goal.
-     *
-     * effectiveness_score = gap_delta_attributed / sessions_consumed
-     *
-     * Uses dimension-target matching (method 2): sum gap changes in each
-     * strategy's target_dimensions and attribute them to that strategy.
-     *
-     * Requires a minimum number of task completions (default 3) before
-     * producing a non-null score.
-     */
-    async calculateEffectiveness(goalId) {
-        const portfolio = await this.strategyManager.getPortfolio(goalId);
-        if (!portfolio)
-            return [];
-        const activeStrategies = portfolio.strategies.filter((s) => s.state === "active" || s.state === "evaluating");
-        const now = new Date().toISOString();
-        const records = [];
-        for (const strategy of activeStrategies) {
-            const sessionsConsumed = strategy.tasks_generated.length;
-            const gapDelta = await this.calculateGapDeltaForStrategy(strategy, goalId);
-            let score = null;
-            if (sessionsConsumed >= this.config.effectiveness_min_tasks) {
-                score =
-                    sessionsConsumed > 0 ? gapDelta / sessionsConsumed : 0;
-            }
-            records.push({
-                strategy_id: strategy.id,
-                gap_delta_attributed: gapDelta,
-                sessions_consumed: sessionsConsumed,
-                effectiveness_score: score,
-                last_calculated_at: now,
-            });
-        }
-        return records;
-    }
-    /**
-     * Check whether a rebalance is needed for the given goal.
-     *
-     * Two trigger types:
-     * - periodic: rebalance_interval has elapsed since last rebalance
-     * - score_change: any effectiveness_score changed 50%+ since last rebalance
-     *
-     * Returns the trigger or null.
-     */
-    async shouldRebalance(goalId) {
-        const now = Date.now();
-        const lastRebalance = this.lastRebalanceTime.get(goalId) ?? 0;
-        const intervalMs = this.config.rebalance_interval_hours * 60 * 60 * 1000;
-        if (lastRebalance > 0 && now - lastRebalance >= intervalMs) {
-            return {
-                type: "periodic",
-                strategy_id: null,
-                details: `Rebalance interval (${this.config.rebalance_interval_hours}h) has elapsed`,
-            };
-        }
-        const currentRecords = await this.calculateEffectiveness(goalId);
-        const history = this.rebalanceHistory.get(goalId) ?? [];
-        if (history.length === 0)
-            return null;
-        for (const record of currentRecords) {
-            if (record.effectiveness_score === null)
-                continue;
-            const portfolio = await this.strategyManager.getPortfolio(goalId);
-            if (!portfolio)
-                continue;
-            const strategy = portfolio.strategies.find((s) => s.id === record.strategy_id);
-            if (!strategy || strategy.effectiveness_score === null)
-                continue;
-            const previousScore = strategy.effectiveness_score;
-            if (previousScore === 0)
-                continue;
-            const changeRatio = Math.abs((record.effectiveness_score - previousScore) / previousScore);
-            if (changeRatio >= 0.5) {
-                return {
-                    type: "score_change",
-                    strategy_id: record.strategy_id,
-                    details: `Effectiveness score changed by ${(changeRatio * 100).toFixed(0)}% (${previousScore.toFixed(3)} → ${record.effectiveness_score.toFixed(3)})`,
-                };
-            }
-        }
-        return null;
-    }
-    /**
-     * Execute a rebalance for the given goal based on the trigger.
-     *
-     * Logic (design doc sec 6.3):
-     * - All scores null: no change
-     * - Score ratio < 2.0: no change
-     * - Score ratio >= 2.0: increase high-performer allocation, decrease low-performer
-     *   (respect min 0.1)
-     * - Check termination conditions and terminate if met
-     * - If all terminated: set new_generation_needed = true
-     * - Redistribute terminated strategy allocation proportionally
-     */
-    async rebalance(goalId, trigger) {
-        const now = new Date().toISOString();
-        const records = await this.calculateEffectiveness(goalId);
-        const portfolio = await this.strategyManager.getPortfolio(goalId);
-        const result = {
-            triggered_by: trigger.type,
-            timestamp: now,
-            adjustments: [],
-            terminated_strategies: [],
-            new_generation_needed: false,
-        };
-        if (!portfolio) {
-            await this.recordRebalance(goalId, result);
-            return result;
-        }
-        const activeStrategies = portfolio.strategies.filter((s) => s.state === "active" || s.state === "evaluating");
-        for (const strategy of activeStrategies) {
-            if (this.checkTermination(strategy, records)) {
-                await this.strategyManager.updateState(strategy.id, "terminated");
-                result.terminated_strategies.push(strategy.id);
-            }
-        }
-        const remainingStrategies = activeStrategies.filter((s) => !result.terminated_strategies.includes(s.id));
-        if (remainingStrategies.length === 0 &&
-            result.terminated_strategies.length > 0) {
-            result.new_generation_needed = true;
-            await this.recordRebalance(goalId, result);
-            return result;
-        }
-        if (result.terminated_strategies.length > 0 && remainingStrategies.length > 0) {
-            const freedAllocation = result.terminated_strategies.reduce((sum, sid) => {
-                const s = activeStrategies.find((st) => st.id === sid);
-                return sum + (s?.allocation ?? 0);
-            }, 0);
-            redistributeAllocation(goalId, remainingStrategies, records, freedAllocation, this.config, result, (gId, sId, alloc) => this.updateStrategyAllocation(gId, sId, alloc));
-        }
-        const scoredRecords = records.filter((r) => r.effectiveness_score !== null &&
-            remainingStrategies.some((s) => s.id === r.strategy_id));
-        if (scoredRecords.length >= 2) {
-            const scores = scoredRecords.map((r) => r.effectiveness_score);
-            const maxScore = Math.max(...scores);
-            const minScore = Math.min(...scores);
-            if (minScore > 0 && maxScore / minScore >= this.config.score_ratio_threshold) {
-                adjustAllocations(goalId, remainingStrategies, scoredRecords, this.config, result, (gId, sId, alloc) => this.updateStrategyAllocation(gId, sId, alloc));
-            }
-        }
-        this.recordRebalance(goalId, result);
-        return result;
-    }
-    /**
-     * Check whether a strategy should be terminated.
-     *
-     * Three conditions (design doc sec 6.4):
-     * 1. Lowest effectiveness score for 3 consecutive rebalances at min allocation
-     * 2. consecutive_stall_count >= 3
-     * 3. Resource consumption > 2x estimate
-     */
-    checkTermination(strategy, records) {
-        return checkStrategyTermination(strategy, records, this.config, this.rebalanceHistory, countConsecutiveLowestRebalances);
-    }
-    /**
-     * Activate multiple strategies with initial allocation.
-     *
-     * Single strategy: allocation = 1.0
-     * Multiple: equal split as default, respecting min 0.1 and max 0.7, sum = 1.0
-     */
-    activateStrategies(goalId, strategyIds) {
-        if (strategyIds.length === 0)
-            return;
-        const allocations = calculateInitialAllocations(strategyIds.length, this.config);
-        for (let i = 0; i < strategyIds.length; i++) {
-            const strategyId = strategyIds[i];
-            this.strategyManager.updateState(strategyId, "active");
-            this.updateStrategyAllocation(goalId, strategyId, allocations[i]);
-        }
-    }
-    /**
-     * Check if a strategy is a WaitStrategy (has wait-specific fields).
-     */
-    isWaitStrategy(strategy) {
-        return isWaitStrategy(strategy);
-    }
-    /**
-     * Handle expiry of a WaitStrategy.
-     *
-     * When wait_until has passed:
-     * - Gap improved: return null (let the wait strategy continue its evaluation)
-     * - Gap unchanged: activate fallback strategy if one exists
-     * - Gap worsened: return rebalance trigger
-     */
-    async handleWaitStrategyExpiry(goalId, strategyId) {
-        const portfolio = await this.strategyManager.getPortfolio(goalId);
-        if (!portfolio)
-            return null;
-        const strategy = portfolio.strategies.find((s) => s.id === strategyId);
-        if (!strategy)
-            return null;
-        return _handleWaitStrategyExpiry(goalId, strategyId, strategy, (s) => this.isWaitStrategy(s), (gId, dim) => this.getCurrentGapForDimension(gId, dim), (sId, state) => this.strategyManager.updateState(sId, state), async (gId) => (await this.strategyManager.getPortfolio(gId))?.strategies ?? []);
-    }
-    /**
-     * Record a task completion timestamp for a strategy.
-     * Called externally when a task finishes execution.
-     */
-    recordTaskCompletion(strategyId) {
-        this.lastTaskCompletionByStrategy.set(strategyId, Date.now());
-    }
-    /**
-     * Get the rebalance history for a goal.
-     */
-    getRebalanceHistory(goalId) {
-        return this.rebalanceHistory.get(goalId) ?? [];
-    }
-    /**
-     * Select the next strategy to execute across multiple goals.
-     *
-     * Uses CrossGoalPortfolio's allocation to determine which goal gets the
-     * next turn (most underserved relative to its allocation), then selects
-     * a strategy within that goal using selectNextStrategyForTask().
-     *
-     * Returns null if no strategies are available across all goals.
-     */
-    async selectNextStrategyAcrossGoals(goalIds, goalAllocations) {
-        return _selectNextStrategyAcrossGoals(goalIds, goalAllocations, this.goalTaskCounts, (goalId) => this.selectNextStrategyForTask(goalId));
-    }
-    /**
-     * Track how many tasks have been dispatched per goal.
-     * Updated via recordGoalTaskDispatched().
-     */
-    goalTaskCounts = new Map();
-    /**
-     * Record that a task was dispatched for the given goal.
-     * Used by selectNextStrategyAcrossGoals() to track saturation.
-     */
-    recordGoalTaskDispatched(goalId) {
-        this.goalTaskCounts.set(goalId, (this.goalTaskCounts.get(goalId) ?? 0) + 1);
-    }
-    // ─── Private Helpers ───
-    async calculateGapDeltaForStrategy(strategy, goalId) {
-        return _calculateGapDeltaForStrategy(strategy, goalId, async (path) => await this.stateManager.readRaw(path));
-    }
-    async getCurrentGapForDimension(goalId, dimension) {
-        return _getCurrentGapForDimension(goalId, dimension, async (path) => await this.stateManager.readRaw(path));
-    }
-    /**
-     * Update a single strategy's allocation in the portfolio.
-     * Reads portfolio, modifies the strategy, and writes back.
-     */
-    async updateStrategyAllocation(goalId, strategyId, allocation) {
-        const portfolio = await this.strategyManager.getPortfolio(goalId);
-        if (!portfolio)
-            return;
-        const updated = {
-            ...portfolio,
-            strategies: portfolio.strategies.map((s) => s.id === strategyId
-                ? StrategySchema.parse({ ...s, allocation })
-                : s),
-        };
-        await this.strategyManager.savePortfolio(goalId, updated);
-    }
-    /**
-     * Record a rebalance result and update tracking state.
-     */
-    async recordRebalance(goalId, result) {
-        this.lastRebalanceTime.set(goalId, Date.now());
-        const history = this.rebalanceHistory.get(goalId) ?? [];
-        history.push(result);
-        this.rebalanceHistory.set(goalId, history);
-        await this.stateManager.writeRaw(`strategies/${goalId}/rebalance-history.json`, history);
-    }
-}
-//# sourceMappingURL=portfolio-manager.js.map

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

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

@@ -1,11 +0,0 @@
-import type { MomentumInfo } from "../types/cross-portfolio.js";
-/**
- * Calculate momentum for a single goal based on recent state snapshots.
- *
- * @param goalId — goal to evaluate
- * @param snapshots — array of recent progress values (0-1), ordered oldest → newest
- *                    (typically last 5 iterations). Minimum 2 values required.
- * @returns MomentumInfo
- */
-export declare function calculateMomentum(goalId: string, snapshots: number[]): MomentumInfo;
-//# sourceMappingURL=portfolio-momentum.d.ts.map

package/dist/strategy/portfolio-momentum.d.ts.map

@@ -1 +0,0 @@
-{"version":3,"file":"portfolio-momentum.d.ts","sourceRoot":"","sources":["../../src/strategy/portfolio-momentum.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,YAAY,EAAiB,MAAM,6BAA6B,CAAC;AAI/E;;;;;;;GAOG;AACH,wBAAgB,iBAAiB,CAAC,MAAM,EAAE,MAAM,EAAE,SAAS,EAAE,MAAM,EAAE,GAAG,YAAY,CAyDnF"}

package/dist/strategy/portfolio-momentum.js

@@ -1,64 +0,0 @@
-// ─── Momentum ───
-/**
- * Calculate momentum for a single goal based on recent state snapshots.
- *
- * @param goalId — goal to evaluate
- * @param snapshots — array of recent progress values (0-1), ordered oldest → newest
- *                    (typically last 5 iterations). Minimum 2 values required.
- * @returns MomentumInfo
- */
-export function calculateMomentum(goalId, snapshots) {
-    if (snapshots.length === 0) {
-        return { goalId, recentProgress: 0, velocity: 0, trend: "stalled" };
-    }
-    if (snapshots.length === 1) {
-        return { goalId, recentProgress: 0, velocity: 0, trend: "stalled" };
-    }
-    // recentProgress = total delta from first to last snapshot
-    const recentProgress = snapshots[snapshots.length - 1] - snapshots[0];
-    // velocity = smoothed average per-step delta (EMA-style: weight recent steps more)
-    const deltas = [];
-    for (let i = 1; i < snapshots.length; i++) {
-        deltas.push(snapshots[i] - snapshots[i - 1]);
-    }
-    // Simple smoothed velocity: weighted average where later deltas have higher weight
-    let weightedSum = 0;
-    let weightTotal = 0;
-    for (let i = 0; i < deltas.length; i++) {
-        const w = i + 1; // weight increases for more recent deltas
-        weightedSum += deltas[i] * w;
-        weightTotal += w;
-    }
-    const velocity = weightTotal > 0 ? weightedSum / weightTotal : 0;
-    // Trend detection:
-    //   stalled:       velocity ≈ 0 (< 0.005)
-    //   accelerating:  later half average > earlier half average
-    //   decelerating:  later half average < earlier half average (by ≥ threshold)
-    //   steady:        otherwise
-    let trend;
-    const STALL_THRESHOLD = 0.005;
-    if (Math.abs(velocity) < STALL_THRESHOLD) {
-        trend = "stalled";
-    }
-    else if (deltas.length >= 2) {
-        const mid = Math.floor(deltas.length / 2);
-        const earlyAvg = deltas.slice(0, mid).reduce((s, d) => s + d, 0) / mid;
-        const lateAvg = deltas.slice(mid).reduce((s, d) => s + d, 0) / (deltas.length - mid);
-        const ACCEL_THRESHOLD = 0.002;
-        if (lateAvg > earlyAvg + ACCEL_THRESHOLD) {
-            trend = "accelerating";
-        }
-        else if (lateAvg < earlyAvg - ACCEL_THRESHOLD) {
-            trend = "decelerating";
-        }
-        else {
-            trend = "steady";
-        }
-    }
-    else {
-        // Only 1 delta — classify by sign
-        trend = velocity > 0 ? "steady" : "stalled";
-    }
-    return { goalId, recentProgress, velocity, trend };
-}
-//# sourceMappingURL=portfolio-momentum.js.map

package/dist/strategy/portfolio-momentum.js.map

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package/dist/strategy/portfolio-rebalance.d.ts

@@ -1,75 +0,0 @@
-/**
- * portfolio-rebalance.ts
- *
- * Pure/stateless helpers for PortfolioManager rebalancing logic.
- * Functions here take configuration and data as explicit parameters
- * and return results without side effects (except via the provided
- * callbacks).
- */
-import type { PortfolioConfig, EffectivenessRecord, RebalanceResult, RebalanceTrigger, TaskSelectionResult } from "../types/portfolio.js";
-import type { Strategy } from "../types/strategy.js";
-/**
- * Get the current gap value for a specific dimension of a goal.
- * Reads from gap data provided by the caller (StateManager.readRaw).
- */
-export declare function getCurrentGapForDimension(goalId: string, dimension: string, readRaw: (path: string) => unknown | Promise<unknown>): Promise<number | null>;
-/**
- * Calculate gap delta attributed to a strategy using dimension-target matching.
- * Sums gap improvements across the strategy's target_dimensions.
- */
-export declare function calculateGapDeltaForStrategy(strategy: Strategy, goalId: string, readRaw: (path: string) => unknown | Promise<unknown>): Promise<number>;
-/**
- * Calculate initial equal-split allocations for N strategies.
- * Single strategy: [1.0].
- * Multiple: equal split clamped to [min_allocation, max_allocation], sum = 1.0.
- */
-export declare function calculateInitialAllocations(count: number, config: Pick<PortfolioConfig, "min_allocation" | "max_allocation">): number[];
-/**
- * Count how many consecutive recent rebalances a strategy has been the lowest scorer
- * (i.e., was adjusted down to min_allocation).
- */
-export declare function countConsecutiveLowestRebalances(strategyId: string, history: RebalanceResult[], minAllocation: number): number;
-/**
- * Redistribute freed allocation proportionally among remaining strategies
- * based on effectiveness scores.
- *
- * Calls updateAllocation(goalId, strategyId, newAllocation) for each change.
- */
-export declare function redistributeAllocation(goalId: string, remaining: Strategy[], records: EffectivenessRecord[], freedAllocation: number, config: Pick<PortfolioConfig, "max_allocation">, result: RebalanceResult, updateAllocation: (goalId: string, strategyId: string, allocation: number) => void): void;
-/**
- * Adjust allocations based on effectiveness scores.
- * Increases high-performers, decreases low-performers.
- *
- * Calls updateAllocation(goalId, strategyId, newAllocation) for each change.
- */
-export declare function adjustAllocations(goalId: string, strategies: Strategy[], scoredRecords: EffectivenessRecord[], config: Pick<PortfolioConfig, "min_allocation" | "max_allocation">, result: RebalanceResult, updateAllocation: (goalId: string, strategyId: string, allocation: number) => void): void;
-/**
- * Handle expiry of a WaitStrategy.
- *
- * When wait_until has passed:
- * - Gap improved: return null
- * - Gap unchanged: activate fallback strategy if one exists
- * - Gap worsened: return rebalance trigger
- *
- * @param isWaitStrategy - predicate to detect WaitStrategy instances
- * @param getGap - get current gap for a dimension of a goal
- * @param updateState - transition a strategy to a new state
- * @param getPortfolioStrategies - get all strategies for a goal
- */
-export declare function handleWaitStrategyExpiry(goalId: string, strategyId: string, strategy: Strategy, isWaitStrategy: (s: Strategy) => boolean, getGap: (goalId: string, dimension: string) => number | null | Promise<number | null>, updateState: (strategyId: string, state: string) => void | Promise<void>, getPortfolioStrategies: (goalId: string) => Strategy[] | Promise<Strategy[]>): Promise<RebalanceTrigger | null>;
-/**
- * Select the next strategy across multiple goals.
- *
- * Sorts goals by "saturation ratio" (tasks dispatched / allocation) — the most
- * underserved goal (lowest saturation) gets the next task. Within that goal,
- * selectStrategyForTask() picks the best strategy.
- *
- * @param goalTaskCounts - map of goalId → total tasks dispatched
- * @param selectStrategyForTask - select best strategy within one goal
- */
-export declare function selectNextStrategyAcrossGoals(goalIds: string[], goalAllocations: Map<string, number>, goalTaskCounts: Map<string, number>, selectStrategyForTask: (goalId: string) => TaskSelectionResult | null | Promise<TaskSelectionResult | null>): Promise<{
-    goal_id: string;
-    strategy_id: string | null;
-    selection_reason: string;
-} | null>;
-//# sourceMappingURL=portfolio-rebalance.d.ts.map

package/dist/strategy/portfolio-rebalance.d.ts.map

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