portfolio-optimiser-claude/src/portfolio_optimiser_claude/okf.py

"""OKF bundle navigation and read-context rendering (method-spec §3 Step 1).

The read-context is built by NAVIGATING the bundle with progressive disclosure —
never by stuffing the whole bundle (or keyword-retrieved chunks) into the prompt.
Navigation starts at ``index.md`` and follows its intra-bundle cross-links; broken
or bundle-escaping links are tolerated (skipped, never raised — the OKF robustness
rule), while a missing ``index.md`` is an error (no entry point). ``type: verdict``
files are EXCLUDED from rendering: prior verdicts reach the hypothesis prompt ONLY
via the gated experience fold (see ``experience``), never via context rendering.

Pure stdlib by design — the context seam imports no agent toolkit (§11).
"""

from __future__ import annotations

import re
from dataclasses import dataclass
from pathlib import Path

_INDEX_FILENAME = "index.md"
_INDEX_TYPE = "index"
_VERDICT_TYPE = "verdict"
# (reference) the intra-bundle cross-link pattern, per §3 Step 1.
_CROSSLINK_PATTERN = re.compile(r"\]\(([^)]+\.md)\)")


@dataclass(frozen=True)
class ConceptFile:
    """One parsed OKF concept file: frontmatter (``type`` required) plus body."""

    path: Path
    frontmatter: dict[str, str]
    body: str

    @property
    def type(self) -> str:
        return self.frontmatter["type"]

    @property
    def title(self) -> str:
        return self.frontmatter.get("title", self.path.stem)


def _strip_matching_quotes(value: str) -> str:
    if len(value) >= 2 and value[0] == value[-1] and value[0] in {'"', "'"}:
        return value[1:-1]
    return value


def parse_concept_file(path: Path) -> ConceptFile:
    """Parse frontmatter (leading ``---`` block, line-oriented ``key: value``) + body.

    The single required field is ``type``; unknown fields are preserved as strings.
    """
    lines = path.read_text(encoding="utf-8").splitlines()
    if not lines or lines[0].strip() != "---":
        raise ValueError(f"{path.name}: missing frontmatter block")
    frontmatter: dict[str, str] = {}
    body_start = len(lines)
    for i, line in enumerate(lines[1:], start=1):
        if line.strip() == "---":
            body_start = i + 1
            break
        key, sep, value = line.partition(":")
        if sep:
            frontmatter[key.strip()] = _strip_matching_quotes(value.strip())
    if "type" not in frontmatter:
        raise ValueError(f"{path.name}: frontmatter lacks the required field 'type'")
    return ConceptFile(
        path=path, frontmatter=frontmatter, body="\n".join(lines[body_start:]).strip()
    )


def _parse_index_entry(index_path: Path) -> ConceptFile:
    """Parse the bundle entry point, tolerating a frontmatter-less index (§3 Step 1).

    method-spec §3 Step 1 renders the index as "the index body (the summary)" and
    treats every OTHER file as a "non-index concept file" (`## {type}: {title}`
    section) — so the index is NOT a concept file, and it MAY omit frontmatter: a
    generated index carrying only ``bundle_summary`` + cross-links (ingest spec §6,
    frozen in the ingest golden) is valid. A frontmatter-ful index (the curated
    convention, ``type: index``) still parses normally, its extra fields preserved.
    When frontmatter is absent, the whole file is the body and ``type`` defaults to
    ``index`` so downstream ``.type`` reads never raise.
    """
    text = index_path.read_text(encoding="utf-8")
    lines = text.splitlines()
    if lines and lines[0].strip() == "---":
        return parse_concept_file(index_path)
    return ConceptFile(path=index_path, frontmatter={"type": _INDEX_TYPE}, body=text.strip())


def navigate_bundle(bundle_dir: Path) -> list[ConceptFile]:
    """Navigate from ``index.md`` — deterministic order: index first, links first-seen.

    Targets containing a path separator are out-of-bundle and skipped; resolution is
    boundary-checked against the bundle directory (fail-closed); broken links are
    skipped, never raised. Repeated links are de-duplicated. The index entry point
    may omit frontmatter (``_parse_index_entry``); non-index concept files still
    require ``type``.
    """
    index_path = bundle_dir / _INDEX_FILENAME
    if not index_path.is_file():
        raise FileNotFoundError(
            f"bundle has no entry point: missing {_INDEX_FILENAME} in {bundle_dir}"
        )
    index = _parse_index_entry(index_path)
    bundle_root = bundle_dir.resolve()
    concepts = [index]
    seen = {_INDEX_FILENAME}
    for target in _CROSSLINK_PATTERN.findall(index_path.read_text(encoding="utf-8")):
        if "/" in target or "\\" in target or target in seen:
            continue
        seen.add(target)
        resolved = (bundle_dir / target).resolve()
        if not resolved.is_relative_to(bundle_root) or not resolved.is_file():
            continue
        concepts.append(parse_concept_file(resolved))
    return concepts


def bundle_context(bundle_dir: Path) -> str:
    """Render the read-context: index body, then ``## {type}: {title}`` sections.

    Empty sections are dropped. ``type: verdict`` files are excluded — the verdict
    layer must never leak into the read-context (§3 Step 1, load-bearing §11).
    """
    index, *concepts = navigate_bundle(bundle_dir)
    sections = [index.body] if index.body else []
    for concept in concepts:
        if concept.type == _VERDICT_TYPE or not concept.body:
            continue
        sections.append(f"## {concept.type}: {concept.title}\n\n{concept.body}")
    return "\n\n".join(sections)