planwise 0.1.0__tar.gz

planwise-0.1.0/.claude/settings.local.json

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+{
+  "permissions": {
+    "allow": [
+      "Bash(git commit -m 'Remove .env from git tracking *)"
+    ]
+  }
+}

planwise-0.1.0/.gitignore

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+__pycache__/
+*.egg-info/
+.venv/
+index/
+.pytest_cache/
+.ruff_cache/
+dist/
+.env
+.env.*

planwise-0.1.0/Dockerfile

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+# PlanWise Router — Tier 1 HTTP gateway image.
+# Ships the semantic + server extras; the LLM planner is optional at runtime
+# (set ANTHROPIC_API_KEY to enable it, otherwise the rules planner is used).
+FROM python:3.11-slim
+
+WORKDIR /app
+
+# Install deps first for layer caching.
+COPY pyproject.toml README.md ./
+COPY planwise ./planwise
+RUN pip install --no-cache-dir ".[server,embeddings]"
+
+COPY data ./data
+
+ENV PLANWISE_CATALOG=data/sample_catalog.json
+EXPOSE 8000
+
+# Boot the gateway. Override the catalog by mounting a file and setting
+# PLANWISE_CATALOG, or POST your own to /catalog at runtime.
+CMD ["planwise", "serve", "--host", "0.0.0.0", "--port", "8000"]

planwise-0.1.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 Crest Data AI
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

planwise-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: planwise
+Version: 0.1.0
+Summary: PlanWise Router — intelligent tool routing layer for large tool catalogs
+Project-URL: Repository, https://gitlab.com/mygroup4322601/planwise
+Author-email: Crest Data AI <rikin.solanki@crestdata.ai>
+License: MIT
+License-File: LICENSE
+Classifier: Development Status :: 4 - Beta
+Classifier: Intended Audience :: Developers
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Software Development :: Libraries
+Requires-Python: >=3.11
+Requires-Dist: jsonschema>=4.21
+Requires-Dist: numpy>=1.26
+Requires-Dist: pydantic-settings>=2.2
+Requires-Dist: pydantic>=2.7
+Requires-Dist: rank-bm25>=0.2.2
+Provides-Extra: dev
+Requires-Dist: fastapi>=0.110; extra == 'dev'
+Requires-Dist: httpx; extra == 'dev'
+Requires-Dist: httpx>=0.27; extra == 'dev'
+Requires-Dist: mcp>=1.2; extra == 'dev'
+Requires-Dist: pytest>=8.0; extra == 'dev'
+Requires-Dist: ruff>=0.4; extra == 'dev'
+Requires-Dist: scikit-learn>=1.4; extra == 'dev'
+Requires-Dist: sentence-transformers>=3.0; extra == 'dev'
+Requires-Dist: uvicorn>=0.29; extra == 'dev'
+Provides-Extra: embeddings
+Requires-Dist: scikit-learn>=1.4; extra == 'embeddings'
+Requires-Dist: sentence-transformers>=3.0; extra == 'embeddings'
+Provides-Extra: llm
+Requires-Dist: httpx>=0.27; extra == 'llm'
+Provides-Extra: mcp
+Requires-Dist: mcp>=1.2; extra == 'mcp'
+Provides-Extra: server
+Requires-Dist: fastapi>=0.110; extra == 'server'
+Requires-Dist: uvicorn>=0.29; extra == 'server'
+Provides-Extra: viewer
+Requires-Dist: streamlit>=1.30; extra == 'viewer'
+Description-Content-Type: text/markdown
+
+# PlanWise Router
+
+An intelligent tool-routing layer for large tool catalogs (60+ tools). Instead of showing an AI agent every tool schema — which wastes tokens and causes wrong picks between look-alike tools — PlanWise reads the user's query, writes a step-by-step plan, and hands the agent only the 3–6 tools it actually needs, in the right order.
+
+Built for the Crest Data AI Innovation Challenge (Problem 02).
+
+## How it works (short version)
+
+1. **Offline:** every tool passes quality gates, gets ~8 LLM-written example user questions, and is indexed (embeddings + keywords). Twin tools are grouped; version families (v1/v2) are linked.
+2. **Runtime:** one cheap LLM call breaks the query into abstract steps (it never sees tool names, so it can't invent one). Each step finds its best tool with a 4-signal score: meaning match + keyword match + input fit + **output fit** (what the tool returns vs what the step needs — this is how same-input twins get told apart).
+3. **Hand-off:** the agent gets the few chosen tool schemas plus a plan hint like `Suggested plan: 1) get_revenue_report 2) generate_chart 3) send_email`.
+
+Full design: [docs/HLD.md](docs/HLD.md) · [docs/LLD.md](docs/LLD.md) · [docs/architecture-diagram.html](docs/architecture-diagram.html)
+
+## Quick start
+
+```bash
+pip install -e ".[dev]"          # or: pip install -e . for the minimal core
+
+export $(grep -v '^#' .env | xargs) # if inside venv
+
+# Route one query against the sample catalog
+planwise route "Pull last quarter's revenue and email the chart to finance@corp.com"
+
+# Run the evaluation harness (with the naive baseline to beat)
+planwise eval --baseline
+```
+
+Works fully offline out of the box: with no gateway configured it uses a rule-based planner and lexical embeddings. For the real pipeline (LLM planner + semantic embeddings), point it at the Crest AWS Bedrock gateway (OpenAI-compatible):
+
+```bash
+pip install -e ".[llm,embeddings]"
+export PLANWISE_LLM_API_KEY=sk-...                     # your gateway key
+export PLANWISE_LLM_CERT=/path/to/apiproxy.cdsys.crt   # internal-CA cert from IT
+# must be on the Crest network / VPN
+planwise eval --baseline
+```
+
+All LLM traffic goes through `planwise/engine/llm.py` (one place). The key and cert path come from the environment — never hardcoded or committed. Default models: `Bedrock-ant-haiku-4-5-20251001-v1-0` for the planner/enrichment.
+
+## Layout
+
+- `planwise/engine/` — the routing engine (pure library: intake, index, planner, scorer, binder, assembler)
+- `planwise/middleware/` — self-healing execution wrapper (Tier 2)
+- `planwise/server.py` — HTTP gateway (Tier 1), `planwise/mcp_server.py` — MCP surface (Tier 3)
+- `eval/` — evaluation harness, stress suites, baselines
+- `data/` — sample catalog + ground-truth queries (replaced by the organizers' files at hackathon start)
+
+## Tests
+
+```bash
+python -m pytest tests/
+```
+
+Tests run deterministic and offline (hashing embeddings, rules planner) — no downloads, no API keys.

planwise-0.1.0/README.md

@@ -0,0 +1,55 @@
+# PlanWise Router
+
+An intelligent tool-routing layer for large tool catalogs (60+ tools). Instead of showing an AI agent every tool schema — which wastes tokens and causes wrong picks between look-alike tools — PlanWise reads the user's query, writes a step-by-step plan, and hands the agent only the 3–6 tools it actually needs, in the right order.
+
+Built for the Crest Data AI Innovation Challenge (Problem 02).
+
+## How it works (short version)
+
+1. **Offline:** every tool passes quality gates, gets ~8 LLM-written example user questions, and is indexed (embeddings + keywords). Twin tools are grouped; version families (v1/v2) are linked.
+2. **Runtime:** one cheap LLM call breaks the query into abstract steps (it never sees tool names, so it can't invent one). Each step finds its best tool with a 4-signal score: meaning match + keyword match + input fit + **output fit** (what the tool returns vs what the step needs — this is how same-input twins get told apart).
+3. **Hand-off:** the agent gets the few chosen tool schemas plus a plan hint like `Suggested plan: 1) get_revenue_report 2) generate_chart 3) send_email`.
+
+Full design: [docs/HLD.md](docs/HLD.md) · [docs/LLD.md](docs/LLD.md) · [docs/architecture-diagram.html](docs/architecture-diagram.html)
+
+## Quick start
+
+```bash
+pip install -e ".[dev]"          # or: pip install -e . for the minimal core
+
+export $(grep -v '^#' .env | xargs) # if inside venv
+
+# Route one query against the sample catalog
+planwise route "Pull last quarter's revenue and email the chart to finance@corp.com"
+
+# Run the evaluation harness (with the naive baseline to beat)
+planwise eval --baseline
+```
+
+Works fully offline out of the box: with no gateway configured it uses a rule-based planner and lexical embeddings. For the real pipeline (LLM planner + semantic embeddings), point it at the Crest AWS Bedrock gateway (OpenAI-compatible):
+
+```bash
+pip install -e ".[llm,embeddings]"
+export PLANWISE_LLM_API_KEY=sk-...                     # your gateway key
+export PLANWISE_LLM_CERT=/path/to/apiproxy.cdsys.crt   # internal-CA cert from IT
+# must be on the Crest network / VPN
+planwise eval --baseline
+```
+
+All LLM traffic goes through `planwise/engine/llm.py` (one place). The key and cert path come from the environment — never hardcoded or committed. Default models: `Bedrock-ant-haiku-4-5-20251001-v1-0` for the planner/enrichment.
+
+## Layout
+
+- `planwise/engine/` — the routing engine (pure library: intake, index, planner, scorer, binder, assembler)
+- `planwise/middleware/` — self-healing execution wrapper (Tier 2)
+- `planwise/server.py` — HTTP gateway (Tier 1), `planwise/mcp_server.py` — MCP surface (Tier 3)
+- `eval/` — evaluation harness, stress suites, baselines
+- `data/` — sample catalog + ground-truth queries (replaced by the organizers' files at hackathon start)
+
+## Tests
+
+```bash
+python -m pytest tests/
+```
+
+Tests run deterministic and offline (hashing embeddings, rules planner) — no downloads, no API keys.

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+-----END CERTIFICATE-----

planwise-0.1.0/data/golden_plans.json

@@ -0,0 +1,230 @@
+{
+  "comment": "Golden set for STEP CREATION only (planner accuracy, no binding). Each case gives the expected plan structure: step count, allowed verbs per step (synonyms welcome), dependency edges, repeat, agent_native. Grow this file from production misses logged via PLANWISE_PLAN_LOG_PATH — every failed route becomes a case here.",
+  "cases": [
+    {
+      "query": "Send an email to bob@corp.com saying the deploy is done",
+      "tags": ["single-step"],
+      "steps": [
+        {"verbs": ["send", "email"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Fetch the user profile for user U-1234",
+      "tags": ["single-step"],
+      "steps": [
+        {"verbs": ["fetch", "get", "retrieve", "look", "lookup"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Please list unpaid invoices for last month",
+      "tags": ["single-step", "pleasantry"],
+      "steps": [
+        {"verbs": ["list", "get", "fetch", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Could you insert these rows into the orders table",
+      "tags": ["single-step", "pleasantry"],
+      "steps": [
+        {"verbs": ["insert", "write", "add"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "List unpaid invoices for last month and then send an email to boss@corp.com with the summary",
+      "tags": ["chain"],
+      "steps": [
+        {"verbs": ["list", "get", "fetch", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["send", "email"], "depends_on": [0], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Reset the password for user U-4455 and email them at kim@corp.com to confirm",
+      "tags": ["chain", "bare-and-split"],
+      "steps": [
+        {"verbs": ["reset"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["email", "send"], "depends_on": [0], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Create a jira ticket in ENG titled 'Fix login bug' and then post a message to the #eng channel about it",
+      "tags": ["chain"],
+      "steps": [
+        {"verbs": ["create", "add", "open"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["post", "send", "message"], "depends_on": [0], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Schedule a meeting with alice@corp.com and bob@corp.com tomorrow at 10am",
+      "tags": ["false-split", "entity-list"],
+      "steps": [
+        {"verbs": ["schedule", "create", "book"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Get the purchase history of user U-9876",
+      "tags": ["single-step"],
+      "steps": [
+        {"verbs": ["get", "fetch", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Search documents for the refund policy and summarize what you find",
+      "tags": ["chain", "agent-native"],
+      "steps": [
+        {"verbs": ["search", "find", "get", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["summarize", "summarise"], "depends_on": [0], "repeat": 1, "agent_native": true}
+      ]
+    },
+    {
+      "query": "Pull last quarter's revenue and email the chart to finance@corp.com",
+      "tags": ["hidden-step"],
+      "steps": [
+        {"verbs": ["pull", "get", "fetch", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["generate", "create", "make"], "depends_on": [0], "repeat": 1, "agent_native": false},
+        {"verbs": ["email", "send"], "depends_on": [1], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Email the invoice summary to each of the account managers",
+      "tags": ["per-entity"],
+      "steps": [
+        {"verbs": ["email", "send"], "depends_on": [], "repeat": "per_entity", "agent_native": false}
+      ]
+    },
+    {
+      "query": "Get the open tickets for every project and summarize them",
+      "tags": ["per-entity", "agent-native", "chain"],
+      "steps": [
+        {"verbs": ["get", "fetch", "list", "retrieve"], "depends_on": [], "repeat": "per_entity", "agent_native": false},
+        {"verbs": ["summarize", "summarise"], "depends_on": [0], "repeat": 1, "agent_native": true}
+      ]
+    },
+    {
+      "query": "Compare the Q1 and Q2 revenue reports and recommend where to cut costs",
+      "tags": ["agent-native", "chain"],
+      "steps": [
+        {"verbs": ["get", "fetch", "pull", "retrieve"], "depends_on": [], "repeat": 2, "agent_native": false},
+        {"verbs": ["compare", "analyze", "analyse"], "depends_on": [0], "repeat": 1, "agent_native": true},
+        {"verbs": ["recommend", "decide", "explain"], "depends_on": [1], "repeat": 1, "agent_native": true}
+      ]
+    },
+    {
+      "query": "Look up the profiles for alice and bob",
+      "tags": ["false-split", "entity-list"],
+      "steps": [
+        {"verbs": ["look", "lookup", "get", "fetch", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Cancel my 3pm meeting and notify the attendees",
+      "tags": ["chain", "bare-and-split"],
+      "steps": [
+        {"verbs": ["cancel", "delete", "remove"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["notify", "send", "email", "message"], "depends_on": [0], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Download the sales spreadsheet, convert it to PDF, and upload it to the shared drive",
+      "tags": ["chain", "three-step"],
+      "steps": [
+        {"verbs": ["download", "get", "fetch"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["convert", "export", "generate"], "depends_on": [0], "repeat": 1, "agent_native": false},
+        {"verbs": ["upload", "write", "add"], "depends_on": [1], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Write these rows into the customers table, overwriting existing entries",
+      "tags": ["single-step"],
+      "steps": [
+        {"verbs": ["write", "insert", "update", "overwrite", "upsert"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Find the invoice for order O-7788 and archive it",
+      "tags": ["chain", "bare-and-split", "pronoun"],
+      "steps": [
+        {"verbs": ["find", "get", "search", "fetch", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["archive"], "depends_on": [0], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Explain the difference between the staging and production configs",
+      "tags": ["agent-native", "hidden-step"],
+      "steps": [
+        {"verbs": ["get", "fetch", "read", "retrieve"], "depends_on": [], "repeat": 2, "agent_native": false},
+        {"verbs": ["explain", "compare", "describe"], "depends_on": [0], "repeat": 1, "agent_native": true}
+      ]
+    },
+    {
+      "query": "Send the weekly status update to every regional manager",
+      "tags": ["per-entity", "held-out"],
+      "steps": [
+        {"verbs": ["send", "email", "message"], "depends_on": [], "repeat": "per_entity", "agent_native": false}
+      ]
+    },
+    {
+      "query": "Pull the error logs for every service and explain the top failure",
+      "tags": ["per-entity", "agent-native", "chain", "held-out"],
+      "steps": [
+        {"verbs": ["pull", "get", "fetch", "retrieve"], "depends_on": [], "repeat": "per_entity", "agent_native": false},
+        {"verbs": ["explain", "summarize", "summarise", "describe"], "depends_on": [0], "repeat": 1, "agent_native": true}
+      ]
+    },
+    {
+      "query": "Compare the March and April expense reports and decide which team overspent",
+      "tags": ["agent-native", "chain", "hidden-step", "held-out"],
+      "steps": [
+        {"verbs": ["get", "fetch", "pull", "retrieve"], "depends_on": [], "repeat": 2, "agent_native": false},
+        {"verbs": ["compare", "analyze", "analyse"], "depends_on": [0], "repeat": 1, "agent_native": true},
+        {"verbs": ["decide", "recommend", "explain"], "depends_on": [1], "repeat": 1, "agent_native": true}
+      ]
+    },
+    {
+      "query": "Disable MFA for user U-7777 and message #security the confirmation",
+      "tags": ["bare-and-split", "held-out"],
+      "steps": [
+        {"verbs": ["disable", "turn", "remove", "update", "reset"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["message", "post", "send", "notify"], "depends_on": [0], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Email the onboarding doc to raj and priya",
+      "tags": ["false-split", "entity-list", "held-out"],
+      "steps": [
+        {"verbs": ["email", "send"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Get last month's signups and email the trend graph to growth@corp.com",
+      "tags": ["hidden-step", "held-out"],
+      "steps": [
+        {"verbs": ["get", "fetch", "pull", "retrieve"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["generate", "create", "make", "chart"], "depends_on": [0], "repeat": 1, "agent_native": false},
+        {"verbs": ["email", "send"], "depends_on": [1], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Read the Q3 OKR doc and recommend which goals to drop",
+      "tags": ["agent-native", "chain", "bare-and-split", "held-out"],
+      "steps": [
+        {"verbs": ["read", "get", "fetch", "search", "find"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["recommend", "decide", "suggest"], "depends_on": [0], "repeat": 1, "agent_native": true}
+      ]
+    },
+    {
+      "query": "Send the existing quarterly report to leadership@corp.com",
+      "tags": ["no-prefetch", "single-step", "held-out"],
+      "steps": [
+        {"verbs": ["send", "email"], "depends_on": [], "repeat": 1, "agent_native": false}
+      ]
+    },
+    {
+      "query": "Delete the duplicate customer record and notify the data team on slack",
+      "tags": ["chain", "bare-and-split", "held-out"],
+      "steps": [
+        {"verbs": ["delete", "remove"], "depends_on": [], "repeat": 1, "agent_native": false},
+        {"verbs": ["notify", "post", "send", "message"], "depends_on": [0], "repeat": 1, "agent_native": false}
+      ]
+    }
+  ]
+}