feat: Implement ACE Context Engineering framework (SYS_17)

Complete implementation of Agentic Context Engineering (ACE) framework:

Core modules (optimization_engine/context/):
- playbook.py: AtomizerPlaybook with helpful/harmful scoring
- reflector.py: AtomizerReflector for insight extraction
- session_state.py: Context isolation (exposed/isolated state)
- feedback_loop.py: Automated learning from trial results
- compaction.py: Long-session context management
- cache_monitor.py: KV-cache optimization tracking
- runner_integration.py: OptimizationRunner integration

Dashboard integration:
- context.py: 12 REST API endpoints for playbook management

Tests:
- test_context_engineering.py: 44 unit tests
- test_context_integration.py: 16 integration tests

Documentation:
- CONTEXT_ENGINEERING_REPORT.md: Comprehensive implementation report
- CONTEXT_ENGINEERING_API.md: Complete API reference
- SYS_17_CONTEXT_ENGINEERING.md: System protocol
- Updated cheatsheet with SYS_17 quick reference
- Enhanced bootstrap (00_BOOTSTRAP_V2.md)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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2025-12-29 20:21:20 -05:00
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"""
Context Engineering Integration for OptimizationRunner
Provides integration between the context engineering system and the
OptimizationRunner without modifying the core runner code.
Two approaches are provided:
1. ContextEngineeringMixin - Mix into OptimizationRunner subclass
2. ContextAwareRunner - Wrapper that adds context engineering
Usage:
# Approach 1: Mixin
class MyRunner(ContextEngineeringMixin, OptimizationRunner):
pass
# Approach 2: Wrapper
runner = OptimizationRunner(...)
context_runner = ContextAwareRunner(runner, playbook_path)
context_runner.run(...)
"""
from typing import Dict, Any, Optional, List, Callable
from pathlib import Path
from datetime import datetime
import time
from .playbook import AtomizerPlaybook, get_playbook
from .reflector import AtomizerReflector, OptimizationOutcome
from .feedback_loop import FeedbackLoop
from .compaction import CompactionManager, EventType
from .session_state import AtomizerSessionState, TaskType, get_session
class ContextEngineeringMixin:
"""
Mixin class to add context engineering to OptimizationRunner.
Provides:
- Automatic playbook loading/saving
- Trial outcome reflection
- Learning from successes/failures
- Session state tracking
Usage:
class MyContextAwareRunner(ContextEngineeringMixin, OptimizationRunner):
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.init_context_engineering()
"""
def init_context_engineering(
self,
playbook_path: Optional[Path] = None,
enable_compaction: bool = True,
compaction_threshold: int = 50
) -> None:
"""
Initialize context engineering components.
Call this in your subclass __init__ after super().__init__().
Args:
playbook_path: Path to playbook JSON (default: output_dir/playbook.json)
enable_compaction: Whether to enable context compaction
compaction_threshold: Number of events before compaction
"""
# Determine playbook path
if playbook_path is None:
playbook_path = getattr(self, 'output_dir', Path('.')) / 'playbook.json'
self._playbook_path = Path(playbook_path)
self._playbook = AtomizerPlaybook.load(self._playbook_path)
self._reflector = AtomizerReflector(self._playbook)
self._feedback_loop = FeedbackLoop(self._playbook_path)
# Initialize compaction if enabled
self._enable_compaction = enable_compaction
if enable_compaction:
self._compaction_manager = CompactionManager(
compaction_threshold=compaction_threshold,
keep_recent=20,
keep_errors=True
)
else:
self._compaction_manager = None
# Session state
self._session = get_session()
self._session.exposed.task_type = TaskType.RUN_OPTIMIZATION
# Track active playbook items for feedback attribution
self._active_playbook_items: List[str] = []
# Statistics
self._context_stats = {
"trials_processed": 0,
"insights_generated": 0,
"errors_captured": 0
}
def get_relevant_playbook_items(self, max_items: int = 15) -> List[str]:
"""
Get relevant playbook items for current optimization context.
Returns:
List of playbook item context strings
"""
context = self._playbook.get_context_for_task(
task_type="optimization",
max_items=max_items,
min_confidence=0.5
)
# Extract item IDs for feedback tracking
self._active_playbook_items = [
item.id for item in self._playbook.items.values()
][:max_items]
return context.split('\n')
def record_trial_start(self, trial_number: int, design_vars: Dict[str, float]) -> None:
"""
Record the start of a trial for context tracking.
Args:
trial_number: Trial number
design_vars: Design variable values
"""
if self._compaction_manager:
self._compaction_manager.add_event(
self._compaction_manager.events.__class__(
timestamp=datetime.now(),
event_type=EventType.TRIAL_START,
summary=f"Trial {trial_number} started",
details={"trial_number": trial_number, "design_vars": design_vars}
)
)
self._session.add_action(f"Started trial {trial_number}")
def record_trial_outcome(
self,
trial_number: int,
success: bool,
objective_value: Optional[float],
design_vars: Dict[str, float],
errors: Optional[List[str]] = None,
duration_seconds: float = 0.0
) -> Dict[str, Any]:
"""
Record the outcome of a trial for learning.
Args:
trial_number: Trial number
success: Whether trial succeeded
objective_value: Objective value (None if failed)
design_vars: Design variable values
errors: List of error messages
duration_seconds: Trial duration
Returns:
Dictionary with processing results
"""
errors = errors or []
# Update compaction manager
if self._compaction_manager:
self._compaction_manager.add_trial_event(
trial_number=trial_number,
success=success,
objective=objective_value,
duration=duration_seconds
)
# Create outcome for reflection
outcome = OptimizationOutcome(
trial_number=trial_number,
success=success,
objective_value=objective_value,
constraint_violations=[],
solver_errors=errors,
design_variables=design_vars,
extractor_used=getattr(self, '_current_extractor', ''),
duration_seconds=duration_seconds
)
# Analyze and generate insights
insights = self._reflector.analyze_trial(outcome)
# Process through feedback loop
result = self._feedback_loop.process_trial_result(
trial_number=trial_number,
success=success,
objective_value=objective_value or 0.0,
design_variables=design_vars,
context_items_used=self._active_playbook_items,
errors=errors
)
# Update statistics
self._context_stats["trials_processed"] += 1
self._context_stats["insights_generated"] += len(insights)
# Update session state
if success:
self._session.add_action(
f"Trial {trial_number} succeeded: obj={objective_value:.4g}"
)
else:
error_summary = errors[0][:50] if errors else "unknown"
self._session.add_error(f"Trial {trial_number}: {error_summary}")
self._context_stats["errors_captured"] += 1
return {
"insights_extracted": len(insights),
"playbook_items_updated": result.get("items_updated", 0)
}
def record_error(self, error_message: str, error_type: str = "") -> None:
"""
Record an error for learning (outside trial context).
Args:
error_message: Error description
error_type: Error classification
"""
if self._compaction_manager:
self._compaction_manager.add_error_event(error_message, error_type)
self._session.add_error(error_message, error_type)
self._context_stats["errors_captured"] += 1
def finalize_context_engineering(self, study_stats: Optional[Dict[str, Any]] = None) -> Dict[str, Any]:
"""
Finalize context engineering at end of optimization.
Commits insights and saves playbook.
Args:
study_stats: Optional study statistics for analysis
Returns:
Dictionary with finalization results
"""
if study_stats is None:
study_stats = {
"name": getattr(self, 'study', {}).get('study_name', 'unknown'),
"total_trials": self._context_stats["trials_processed"],
"best_value": getattr(self, 'best_value', 0),
"convergence_rate": 0.8 # Would need actual calculation
}
# Finalize feedback loop
result = self._feedback_loop.finalize_study(study_stats)
# Save playbook
self._playbook.save(self._playbook_path)
# Add compaction stats
if self._compaction_manager:
result["compaction_stats"] = self._compaction_manager.get_stats()
result["context_stats"] = self._context_stats
return result
def get_context_string(self) -> str:
"""
Get full context string for LLM consumption.
Returns:
Formatted context string
"""
parts = []
# Session state
parts.append(self._session.get_llm_context())
# Playbook items
playbook_context = self._playbook.get_context_for_task(
task_type="optimization",
max_items=15
)
if playbook_context:
parts.append(playbook_context)
# Compaction history
if self._compaction_manager:
parts.append(self._compaction_manager.get_context_string())
return "\n\n---\n\n".join(parts)
class ContextAwareRunner:
"""
Wrapper that adds context engineering to any OptimizationRunner.
This approach doesn't require subclassing - it wraps an existing
runner instance and intercepts relevant calls.
Usage:
runner = OptimizationRunner(...)
context_runner = ContextAwareRunner(runner)
# Use context_runner.run() instead of runner.run()
study = context_runner.run(n_trials=50)
# Get learning report
report = context_runner.get_learning_report()
"""
def __init__(
self,
runner,
playbook_path: Optional[Path] = None,
enable_compaction: bool = True
):
"""
Initialize context-aware wrapper.
Args:
runner: OptimizationRunner instance to wrap
playbook_path: Path to playbook (default: runner's output_dir)
enable_compaction: Whether to enable context compaction
"""
self._runner = runner
# Determine playbook path
if playbook_path is None:
playbook_path = runner.output_dir / 'playbook.json'
self._playbook_path = Path(playbook_path)
self._playbook = AtomizerPlaybook.load(self._playbook_path)
self._reflector = AtomizerReflector(self._playbook)
self._feedback_loop = FeedbackLoop(self._playbook_path)
# Compaction
self._enable_compaction = enable_compaction
if enable_compaction:
self._compaction = CompactionManager(
compaction_threshold=50,
keep_recent=20
)
else:
self._compaction = None
# Session
self._session = get_session()
self._session.exposed.task_type = TaskType.RUN_OPTIMIZATION
# Statistics
self._stats = {
"trials_observed": 0,
"successful_trials": 0,
"failed_trials": 0,
"insights_generated": 0
}
# Hook into runner's objective function
self._original_objective = runner._objective_function
runner._objective_function = self._wrapped_objective
def _wrapped_objective(self, trial) -> float:
"""
Wrapped objective function that captures outcomes.
"""
start_time = time.time()
trial_number = trial.number
# Record trial start
if self._compaction:
from .compaction import ContextEvent
self._compaction.add_event(ContextEvent(
timestamp=datetime.now(),
event_type=EventType.TRIAL_START,
summary=f"Trial {trial_number} starting"
))
try:
# Run original objective
result = self._original_objective(trial)
# Record success
duration = time.time() - start_time
self._record_success(trial_number, result, trial.params, duration)
return result
except Exception as e:
# Record failure
duration = time.time() - start_time
self._record_failure(trial_number, str(e), trial.params, duration)
raise
def _record_success(
self,
trial_number: int,
objective_value: float,
params: Dict[str, Any],
duration: float
) -> None:
"""Record successful trial."""
self._stats["trials_observed"] += 1
self._stats["successful_trials"] += 1
if self._compaction:
self._compaction.add_trial_event(
trial_number=trial_number,
success=True,
objective=objective_value,
duration=duration
)
# Process through feedback loop
self._feedback_loop.process_trial_result(
trial_number=trial_number,
success=True,
objective_value=objective_value,
design_variables=dict(params),
context_items_used=list(self._playbook.items.keys())[:10]
)
# Update session
self._session.add_action(f"Trial {trial_number}: obj={objective_value:.4g}")
def _record_failure(
self,
trial_number: int,
error: str,
params: Dict[str, Any],
duration: float
) -> None:
"""Record failed trial."""
self._stats["trials_observed"] += 1
self._stats["failed_trials"] += 1
if self._compaction:
self._compaction.add_trial_event(
trial_number=trial_number,
success=False,
duration=duration
)
self._compaction.add_error_event(error, "trial_failure")
# Process through feedback loop
self._feedback_loop.process_trial_result(
trial_number=trial_number,
success=False,
objective_value=0.0,
design_variables=dict(params),
errors=[error]
)
# Update session
self._session.add_error(f"Trial {trial_number}: {error[:100]}")
def run(self, *args, **kwargs):
"""
Run optimization with context engineering.
Passes through to wrapped runner.run() with context tracking.
"""
# Update session state
study_name = kwargs.get('study_name', 'unknown')
self._session.exposed.study_name = study_name
self._session.exposed.study_status = "running"
try:
# Run optimization
result = self._runner.run(*args, **kwargs)
# Finalize context engineering
self._finalize(study_name)
return result
except Exception as e:
self._session.add_error(f"Study failed: {str(e)}")
raise
def _finalize(self, study_name: str) -> None:
"""Finalize context engineering after optimization."""
total_trials = self._stats["trials_observed"]
success_rate = (
self._stats["successful_trials"] / total_trials
if total_trials > 0 else 0
)
# Finalize feedback loop
result = self._feedback_loop.finalize_study({
"name": study_name,
"total_trials": total_trials,
"best_value": getattr(self._runner, 'best_value', 0),
"convergence_rate": success_rate
})
self._stats["insights_generated"] = result.get("insights_added", 0)
# Update session
self._session.exposed.study_status = "completed"
self._session.exposed.trials_completed = total_trials
def get_learning_report(self) -> Dict[str, Any]:
"""Get report on what the system learned."""
return {
"statistics": self._stats,
"playbook_size": len(self._playbook.items),
"playbook_stats": self._playbook.get_stats(),
"feedback_stats": self._feedback_loop.get_statistics(),
"top_insights": self._feedback_loop.get_top_performers(10),
"compaction_stats": (
self._compaction.get_stats() if self._compaction else None
)
}
def get_context(self) -> str:
"""Get current context string for LLM."""
parts = [self._session.get_llm_context()]
if self._compaction:
parts.append(self._compaction.get_context_string())
playbook_context = self._playbook.get_context_for_task("optimization")
if playbook_context:
parts.append(playbook_context)
return "\n\n---\n\n".join(parts)
def __getattr__(self, name):
"""Delegate unknown attributes to wrapped runner."""
return getattr(self._runner, name)