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feat(estimation): build historical plan statistics query service for estimation context assembly #652

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opened 2026-03-09 20:16:25 +00:00 by freemo · 9 comments
freemo commented 2026-03-09 20:16:25 +00:00
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Metadata

  • Commit Message: feat(estimation): build historical plan statistics query service for estimation context assembly
  • Branch: feature/m6-estimation-historical-stats

Background and Context

The specification (lines 19000-19004) states the estimation actor analyzes three inputs: (1) the initial prompt/request, (2) the strategy produced by Strategize, and (3) "Historical data from similar plans (if available)." The database already stores cost_actual_usd, token_count_input, token_count_output, created_at, and completed_at on plans (lines 43456-43459), providing raw data for historical analysis. However, there is no service that queries and aggregates this data for the estimation actor's context.

The CostTracker (in providers/cost_tracker.py) tracks live budget consumption but has no historical query capability — it works only within a single plan execution. No service exists to answer "What was the average cost/duration of previous plans using action X?" which the estimation actor needs for informed estimates.

Expected Behavior

A HistoricalPlanStatsService exists that queries completed plans by action name and returns aggregated statistics (mean/median cost, duration, step count, success rate) for use in the estimation actor's context assembly.

Acceptance Criteria

  1. HistoricalPlanStatsService exists in src/cleveragents/application/services/ with method get_stats_for_action(action_name: str, limit: int = 50) -> HistoricalPlanStats.
  2. A repository method get_completed_plans_by_action(action_name, limit) returns the N most recent completed plans for a given action.
  3. HistoricalPlanStats Pydantic value object packages: mean/median/p90 cost, mean/median duration, average step count, average child plan count, success rate.
  4. The service integrates with the ACMS context assembly pipeline so historical stats are injected into the estimation actor's hot context tier.
  5. Empty history (first run) returns a valid empty stats object, not an error.
  6. All existing tests continue to pass.

Subtasks

  • Create HistoricalPlanStats Pydantic model in src/cleveragents/domain/models/core/
  • Add get_completed_plans_by_action() method to plan repository
  • Implement HistoricalPlanStatsService with statistical aggregation logic
  • Integrate with ACMS context assembly for estimation actor context injection
  • Tests (Behave): Add scenarios for empty history, normal history, and outlier handling
  • Tests (Robot): Add integration test for stats query with real DB
  • Verify coverage >=97% via nox -s coverage_report
  • Run nox (all default sessions), fix any errors

Definition of Done

This issue is complete when:

  • All subtasks above are completed and checked off.
  • A Git commit is created where the first line of the commit message matches the Commit Message in Metadata exactly, followed by a blank line, then additional lines providing relevant details about the implementation.
  • The commit is pushed to the remote on the branch matching the Branch in Metadata exactly.
  • The commit is submitted as a pull request to master, reviewed, and merged before this issue is marked done.
## Metadata - **Commit Message**: `feat(estimation): build historical plan statistics query service for estimation context assembly` - **Branch**: `feature/m6-estimation-historical-stats` ## Background and Context The specification (lines 19000-19004) states the estimation actor analyzes three inputs: (1) the initial prompt/request, (2) the strategy produced by Strategize, and (3) "Historical data from similar plans (if available)." The database already stores `cost_actual_usd`, `token_count_input`, `token_count_output`, `created_at`, and `completed_at` on plans (lines 43456-43459), providing raw data for historical analysis. However, there is no service that queries and aggregates this data for the estimation actor's context. The `CostTracker` (in `providers/cost_tracker.py`) tracks live budget consumption but has no historical query capability — it works only within a single plan execution. No service exists to answer "What was the average cost/duration of previous plans using action X?" which the estimation actor needs for informed estimates. ## Expected Behavior A `HistoricalPlanStatsService` exists that queries completed plans by action name and returns aggregated statistics (mean/median cost, duration, step count, success rate) for use in the estimation actor's context assembly. ## Acceptance Criteria 1. `HistoricalPlanStatsService` exists in `src/cleveragents/application/services/` with method `get_stats_for_action(action_name: str, limit: int = 50) -> HistoricalPlanStats`. 2. A repository method `get_completed_plans_by_action(action_name, limit)` returns the N most recent completed plans for a given action. 3. `HistoricalPlanStats` Pydantic value object packages: mean/median/p90 cost, mean/median duration, average step count, average child plan count, success rate. 4. The service integrates with the ACMS context assembly pipeline so historical stats are injected into the estimation actor's hot context tier. 5. Empty history (first run) returns a valid empty stats object, not an error. 6. All existing tests continue to pass. ## Subtasks - [x] Create `HistoricalPlanStats` Pydantic model in `src/cleveragents/domain/models/core/` - [x] Add `get_completed_plans_by_action()` method to plan repository - [x] Implement `HistoricalPlanStatsService` with statistical aggregation logic - [x] Integrate with ACMS context assembly for estimation actor context injection - [x] Tests (Behave): Add scenarios for empty history, normal history, and outlier handling - [x] Tests (Robot): Add integration test for stats query with real DB - [x] Verify coverage >=97% via `nox -s coverage_report` - [x] Run `nox` (all default sessions), fix any errors ## Definition of Done This issue is complete when: - All subtasks above are completed and checked off. - A Git commit is created where the **first line** of the commit message matches the Commit Message in Metadata exactly, followed by a blank line, then additional lines providing relevant details about the implementation. - The commit is pushed to the remote on the branch matching the **Branch** in Metadata exactly. - The commit is submitted as a **pull request** to `master`, reviewed, and **merged** before this issue is marked done.
freemo added this to the v3.5.0 milestone 2026-03-09 20:16:31 +00:00
freemo self-assigned this 2026-04-02 06:13:57 +00:00
brent.edwards commented 2026-04-02 09:10:25 +00:00
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Implementation Notes

Design Decisions

1. HistoricalPlanStats (domain model)

  • Located at src/cleveragents/domain/models/core/historical_plan_stats.py
  • Frozen Pydantic v2 value object (immutable once constructed)
  • Provides empty() class method factory for first-run scenarios — returns valid stats with sample_size=0 and all metrics at 0.0
  • as_context_dict() method produces a compact dict that omits zero-valued metrics, suitable for ACMS context fragment injection
  • Exported from domain.models.core.__init__ alongside EstimationResult

2. get_completed_plans_by_action() (repository method)

  • Added to LifecyclePlanRepository in infrastructure/database/repositories.py
  • Filters on terminal states: complete, applied, errored, cancelled
  • Uses @database_retry decorator consistent with other repository methods
  • Returns plans ordered by created_at DESC (most recent first)
  • Returns empty list for limit < 1 without hitting the database

3. HistoricalPlanStatsService (application service)

  • Located at src/cleveragents/application/services/historical_plan_stats_service.py
  • Stateless service (thread-safe) with injected LifecyclePlanRepository
  • get_stats_for_action(action_name, limit=50) is the primary entry point
  • Extracts cost from cost_metadata.total_cost, duration from timestamps.created_at to timestamps.applied_at (or execute_completed_at), step count from last_completed_step, child plan count from subplan_statuses
  • Uses statistics.mean() and statistics.median() from stdlib; custom _percentile() helper for p90
  • Gracefully handles plans with missing cost metadata, timestamps, or other data

4. EstimationHistoricalStatsProvider (ACMS integration)

  • Located at src/cleveragents/application/services/estimation_context_provider.py
  • Implements the ContextStrategy protocol from acms_service.py
  • Strategy name: estimation-historical-stats
  • Creates a ContextFragment with uko_node pointing to historical-stats://<action_name>
  • Returns 0.8 confidence when an action name is configured, 0.0 otherwise
  • Gracefully handles: service exceptions (returns unchanged fragments), empty history (returns unchanged fragments), budget exceeded (skips fragment)
  • Can be registered with ACMSPipeline.register_strategy() or ContextAssemblyPipeline

Test Coverage

  • Behave: 27 scenarios across model validation, service logic (empty/normal/edge cases), ACMS provider integration, and repository methods in features/historical_plan_stats.feature
  • Robot: 7 integration tests in robot/historical_plan_stats.robot with helper robot/helper_historical_plan_stats.py
  • Overall coverage: 98.6% (threshold: 97%)

Quality Gate Results

Stage Result
nox -s lint ✅ Pass
nox -s typecheck ✅ Pass (0 errors)
nox -s unit_tests ✅ Pass (556 features, 13798 scenarios, 0 failures)
nox -s integration_tests ✅ Pass (1875 tests, 0 failures)
nox -s e2e_tests ✅ Pass (64 tests, 63 passed, 1 skipped)
nox -s coverage_report ✅ Pass (98.6%, threshold 97%)
## Implementation Notes ### Design Decisions **1. `HistoricalPlanStats` (domain model)** - Located at `src/cleveragents/domain/models/core/historical_plan_stats.py` - Frozen Pydantic v2 value object (immutable once constructed) - Provides `empty()` class method factory for first-run scenarios — returns valid stats with `sample_size=0` and all metrics at 0.0 - `as_context_dict()` method produces a compact dict that omits zero-valued metrics, suitable for ACMS context fragment injection - Exported from `domain.models.core.__init__` alongside `EstimationResult` **2. `get_completed_plans_by_action()` (repository method)** - Added to `LifecyclePlanRepository` in `infrastructure/database/repositories.py` - Filters on terminal states: `complete`, `applied`, `errored`, `cancelled` - Uses `@database_retry` decorator consistent with other repository methods - Returns plans ordered by `created_at DESC` (most recent first) - Returns empty list for `limit < 1` without hitting the database **3. `HistoricalPlanStatsService` (application service)** - Located at `src/cleveragents/application/services/historical_plan_stats_service.py` - Stateless service (thread-safe) with injected `LifecyclePlanRepository` - `get_stats_for_action(action_name, limit=50)` is the primary entry point - Extracts cost from `cost_metadata.total_cost`, duration from `timestamps.created_at` to `timestamps.applied_at` (or `execute_completed_at`), step count from `last_completed_step`, child plan count from `subplan_statuses` - Uses `statistics.mean()` and `statistics.median()` from stdlib; custom `_percentile()` helper for p90 - Gracefully handles plans with missing cost metadata, timestamps, or other data **4. `EstimationHistoricalStatsProvider` (ACMS integration)** - Located at `src/cleveragents/application/services/estimation_context_provider.py` - Implements the `ContextStrategy` protocol from `acms_service.py` - Strategy name: `estimation-historical-stats` - Creates a `ContextFragment` with `uko_node` pointing to `historical-stats://<action_name>` - Returns 0.8 confidence when an action name is configured, 0.0 otherwise - Gracefully handles: service exceptions (returns unchanged fragments), empty history (returns unchanged fragments), budget exceeded (skips fragment) - Can be registered with `ACMSPipeline.register_strategy()` or `ContextAssemblyPipeline` ### Test Coverage - **Behave**: 27 scenarios across model validation, service logic (empty/normal/edge cases), ACMS provider integration, and repository methods in `features/historical_plan_stats.feature` - **Robot**: 7 integration tests in `robot/historical_plan_stats.robot` with helper `robot/helper_historical_plan_stats.py` - **Overall coverage**: 98.6% (threshold: 97%) ### Quality Gate Results | Stage | Result | |-------|--------| | `nox -s lint` | ✅ Pass | | `nox -s typecheck` | ✅ Pass (0 errors) | | `nox -s unit_tests` | ✅ Pass (556 features, 13798 scenarios, 0 failures) | | `nox -s integration_tests` | ✅ Pass (1875 tests, 0 failures) | | `nox -s e2e_tests` | ✅ Pass (64 tests, 63 passed, 1 skipped) | | `nox -s coverage_report` | ✅ Pass (98.6%, threshold 97%) |
freemo commented 2026-04-02 17:08:09 +00:00
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PR #1295 reviewed, approved, and merge scheduled (will merge when CI checks pass).

Review summary: All 6 acceptance criteria met. Implementation includes HistoricalPlanStats domain model, get_completed_plans_by_action() repository method, HistoricalPlanStatsService with statistical aggregation, and EstimationHistoricalStatsProvider ACMS integration. 27 Behave scenarios + 7 Robot integration tests provide comprehensive coverage.

PR #1295 reviewed, approved, and merge scheduled (will merge when CI checks pass). **Review summary**: All 6 acceptance criteria met. Implementation includes `HistoricalPlanStats` domain model, `get_completed_plans_by_action()` repository method, `HistoricalPlanStatsService` with statistical aggregation, and `EstimationHistoricalStatsProvider` ACMS integration. 27 Behave scenarios + 7 Robot integration tests provide comprehensive coverage.
freemo commented 2026-04-02 17:30:38 +00:00
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PR #1295 reviewed, approved, and merged.

All 6 acceptance criteria met. Implementation includes HistoricalPlanStats domain model, HistoricalPlanStatsService application service, EstimationHistoricalStatsProvider ACMS integration, and get_completed_plans_by_action() repository method. 27 Behave scenarios + 7 Robot integration tests. Coverage at 98.6%.

PR #1295 reviewed, approved, and merged. All 6 acceptance criteria met. Implementation includes `HistoricalPlanStats` domain model, `HistoricalPlanStatsService` application service, `EstimationHistoricalStatsProvider` ACMS integration, and `get_completed_plans_by_action()` repository method. 27 Behave scenarios + 7 Robot integration tests. Coverage at 98.6%.
freemo commented 2026-04-02 17:38:21 +00:00
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🤖 Backlog Groomer (groomer-1): Closing — this issue is labeled State/Completed, indicating the work has been finished. Open issues with State/Completed should be closed to keep the backlog accurate.

🤖 **Backlog Groomer (groomer-1):** Closing — this issue is labeled `State/Completed`, indicating the work has been finished. Open issues with `State/Completed` should be closed to keep the backlog accurate.
freemo commented 2026-04-02 18:12:36 +00:00
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🤖 Backlog Groomer — Closeable Issue Detected

This issue carries the State/Completed label and all subtasks are checked off, indicating the work has been fully implemented and merged. However, the issue is still open.

Closing this issue as the work is complete.

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🤖 **Backlog Groomer — Closeable Issue Detected** This issue carries the `State/Completed` label and all subtasks are checked off, indicating the work has been fully implemented and merged. However, the issue is still open. Closing this issue as the work is complete. --- **Automated by CleverAgents Bot** Supervisor: Backlog Grooming | Agent: ca-backlog-groomer
freemo commented 2026-04-02 19:30:48 +00:00
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Closing — this issue is marked State/Completed with all subtasks and Definition of Done criteria checked off, indicating the work has been implemented and merged. Issues with State/Completed should be closed per project conventions.

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Closing — this issue is marked `State/Completed` with all subtasks and Definition of Done criteria checked off, indicating the work has been implemented and merged. Issues with `State/Completed` should be closed per project conventions. --- **Automated by CleverAgents Bot** Supervisor: Backlog Grooming | Agent: ca-backlog-groomer
freemo commented 2026-04-02 20:45:52 +00:00
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Closing this issue — it carries the State/Completed label, indicating all work has been completed. The issue should be closed to keep the backlog clean.

If this was closed prematurely, please reopen and update the state label accordingly.

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Closing this issue — it carries the `State/Completed` label, indicating all work has been completed. The issue should be closed to keep the backlog clean. If this was closed prematurely, please reopen and update the state label accordingly. --- **Automated by CleverAgents Bot** Supervisor: Backlog Grooming | Agent: ca-backlog-groomer
freemo commented 2026-04-03 00:03:45 +00:00
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⚠️ Backlog Groomer Notice: This issue is marked State/Completed but is still open and cannot be closed due to open dependencies. Please review the dependency chain and close this issue once all dependencies are resolved.

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⚠️ **Backlog Groomer Notice**: This issue is marked `State/Completed` but is still open and cannot be closed due to open dependencies. Please review the dependency chain and close this issue once all dependencies are resolved. --- **Automated by CleverAgents Bot** Supervisor: Backlog Grooming | Agent: ca-backlog-groomer
freemo commented 2026-04-03 17:24:40 +00:00
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Closing — this issue is marked State/Completed with all subtasks checked off. The work has been implemented and merged.

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Closing — this issue is marked `State/Completed` with all subtasks checked off. The work has been implemented and merged. --- **Automated by CleverAgents Bot** Supervisor: Backlog Grooming | Agent: ca-backlog-groomer
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config/contract-metadata-extractor
docs/readme-yaml-syntax
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auto/needs-reevaluation
Controller deferred this PR; awaiting Phase 6+ scope-evaluator or operator re-enablement.

  
controller-managed
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auto/blocked-by-deps
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auto/ci-timeout
Most recent merge cycle hit CI timeout. Driver excludes this PR while last merge_cycle row is < 30 min old; label persists thereafter as visible history.

  
auto/claimed-implementer
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auto/claimed-merge
Currently being processed by the merge driver.

  
auto/claimed-reviewer
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auto/driver-down
Merge driver heartbeat stale; pipeline halted. Closed automatically on next clean tick.

  
auto/invariant-violation
Detected master commit violating the strict merge invariant. Tracked as an issue (not a PR label); kept here for label completeness.

  
auto/last-attempt-tier-0
In-cycle escalation: most recent attempt ran at the Tier 0 slot (`tier-0`). Slot's model defined in .opencode/models/tiers.yaml.

  
auto/last-attempt-tier-1
In-cycle escalation: most recent attempt ran at the Tier 1 slot (`tier-1`). Slot's model defined in .opencode/models/tiers.yaml.

  
auto/last-attempt-tier-2
In-cycle escalation: most recent attempt ran at the Tier 2 slot (`tier-2`). Slot's model defined in .opencode/models/tiers.yaml. Gated behind IMPLEMENTER_ESCALATION_TIER2_ENABLED.

  
auto/last-attempt-tier-min
In-cycle escalation: most recent attempt ran at the Tier -1 slot (`tier-min`). Slot's model defined in .opencode/models/tiers.yaml. Suffix is ``-min`` (not ``--1``) so the Forgejo UI reads naturally.

  
Automation Tracking
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auto/needs-conflict-resolution
Rebase conflict needs LLM conflict-resolver.

  
auto/needs-implementer
Failing CI needs implementer attention.

  
auto/postmortem
Documenting a driver incident or rollback.

  
auto/ready-to-merge
Reviewer has APPROVED this PR and no later REQUEST_CHANGES is outstanding. The merge driver requires this label to even consider a PR for merging. Set by the reviewer worker on APPROVE; cleared on REQUEST_CHANGES.

  
auto/restart-throttled
Train repeatedly lost master-tempo races. Driver excludes via merge_cycle until cooldown elapses; label persists as visible history.

  
auto/revert
Revert PR backing out an invariant violation. Fast-tracked through the merge driver.

  
auto/sentinel
Sentinel PR duplicated from upstream into a personal fork by tools/duplicate_prs_to_fork.py for pipeline testing. Lives only in the fork; the canonical pipeline never sees it.

  
auto/stale-inactivity
No implementer activity for N days. Flagged for human review. Auto-cleared on next push to head branch.

  
auto/unstable
Repeatedly fails on current master (>= 3 ci-fail-on-rebased-sha releases in 12 h). Excluded from driver until human triage.

  
Blocked
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$500
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Bounty
$5000
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Bounty
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 A bounty of $750 for any open-source contributor who provides a MR that solves this issue

  
MoSCoW
Could have
 Could have feature in order to satisfy the epic/legendary.

  
MoSCoW
Must have
 Must have feature in order to satisfy the epic/legendary.

  
MoSCoW
Should have
 Should have feature in order to satisfy the epic/legendary.

  
Needs Feedback
There are questions in the ticket that can not be completed until the project owner provides clarity.

  
Points
1
 1 man-hours worth of work for an expert with no learning curve.

  
Points
13
 13 man-hours worth of work for an expert with no learning curve.

  
Points
2
 2 man-hours worth of work for an expert with no learning curve.

  
Points
21
 21 man-hours worth of work for an expert with no learning curve.

  
Points
3
 3 man-hours worth of work for an expert with no learning curve.

  
Points
34
 34 man-hours worth of work for an expert with no learning curve.

  
Points
5
 5 man-hours worth of work for an expert with no learning curve.

  
Points
55
 55 man-hours worth of work for an expert with no learning curve.

  
Points
8
 8 man-hours worth of work for an expert with no learning curve.

  
Points
88
 88 man-hours worth of work for an expert with no learning curve.

  
Priority
Backlog
 This ticket has backlogged priority and is not to be worked on yet

  
Priority
CI Blocker
 Critical priority issue that blocks CI/CD pipeline and prevents PR merges

  
Priority
Critical
 The priority is critical

  
Priority
High
 The priority is high

  
Priority
Low
 The priority is low

  
Priority
Medium
 The priority is medium

  
Signed-off: Owner
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Signed-off: Scrum Master
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Signed-off: Tech Lead
When an epic or legendary is in review it must be signed off by owner, tech lead, and scrum master before being marked as completed.

  
Spike
A ticket for learning a tool or technology that is needed to be able to do future planning and design.

  
State
Completed
 The ticket has been fully implemented, completed, and merged with the source code. This label should only be applied once a ticket is closed.

  
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Duplicate
 A ticket that represents the same content as an existing ticket.

  
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In Progress
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 A ticket that has had some code completed to implement but is waiting to pass peer review and is not yet merged in.

  
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 The issue has been verified by a developer as legitimate. It will be worked on and verified tickets are now considered part of the backlog.

  
State
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 This ticket has been decided it wont be done. This may mean the bug has been determined to not be real (cant verify) or the feature is one we have decided we dont want to adopt.

  
Type
Automation
 Any edits or discussion about the AI automated coding system.

  
Type
Bug
 Something that doesnt work as intended.

  
Type
Discussion
 Anytime a ticket represents a discussion about a subject and doesnt fall into one of the other categories.

  
Type
Documentation
 An error or improvement needed in the documentation.

  
Type
Epic
 Any first tier epic. That is, an epic which contains only issues as children and will not have sub-epics.

  
Type
Feature
 Some new functionality not present.

  
Type
Legendary
 A type of Epic which will contain other Epics.

  
Type
Refactor
 A code change that restructures existing code without changing its external behavior.

  
Type
Support
 Someone needs help using the project.

  
Type
Task
 A generic task that doesnt fit into the other type categories.

  
Type
Testing
 Work exclusively focusing on fixing or expanding testing.

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auto/needs-reevaluation
controller-managed
auto/blocked-by-deps
auto/ci-timeout
auto/claimed-implementer
auto/claimed-merge
auto/claimed-reviewer
auto/driver-down
auto/invariant-violation
auto/last-attempt-tier-0
auto/last-attempt-tier-1
auto/last-attempt-tier-2
auto/last-attempt-tier-min
Automation Tracking
auto/needs-conflict-resolution
auto/needs-implementer
auto/postmortem
auto/ready-to-merge
auto/restart-throttled
auto/revert
auto/sentinel
auto/stale-inactivity
auto/unstable
Blocked
Bounty
$100
Bounty
$1000
Bounty
$10000
Bounty
$20
Bounty
$2000
Bounty
$250
Bounty
$50
Bounty
$500
Bounty
$5000
Bounty
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MoSCoW
Could have
MoSCoW
Must have
MoSCoW
Should have
Needs Feedback
Points
1
Points
13
Points
2
Points
21
Points
3
Points
34
Points
5
Points
55
Points
8
Points
88
Priority
Backlog
Priority
CI Blocker
Priority
Critical
Priority
High
Priority
Low
Priority
Medium
Signed-off: Owner
Signed-off: Scrum Master
Signed-off: Tech Lead
Spike
State
Completed
State
Duplicate
State
In Progress
State
In Review
State
Paused
State
Unverified
State
Verified
State
Wont Do
Type
Automation
Type
Bug
Type
Discussion
Type
Documentation
Type
Epic
Type
Feature
Type
Legendary
Type
Refactor
Type
Support
Type
Task
Type
Testing
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v3.5.0
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freemo
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Depends on
#651 feat(estimation): wire actor.default.estimation config fallback and Strategize-to-Estimate lifecycle hook
cleveragents/cleveragents-core
Reference
cleveragents/cleveragents-core#652
No description provided.