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Main OpenEnv-style environment for incident operations and escalation handling.
"""
from __future__ import annotations
from dataclasses import asdict, dataclass, is_dataclass, replace
import os
from pathlib import Path
import re
from typing import Any
from rag_optimizer_env.corpus import Chunk, load_corpus, resolve_corpus_path
from rag_optimizer_env.context_tuner import ContextTunedPlanner
from rag_optimizer_env.graders import TaskGrader
from rag_optimizer_env.llm_runtime import estimate_tokens
from rag_optimizer_env.models import ChunkSummary, RagAction, RagObservation
from rag_optimizer_env.retriever import HybridRetriever
from rag_optimizer_env.tasks import ALL_TASKS, TASKS_BY_NAME, Task
@dataclass(slots=True)
class StepResult:
observation: RagObservation
reward: float
done: bool
info: dict[str, Any]
class RagContextOptimizerEnv:
_PROJECT_STOPWORDS = {
"the", "and", "for", "with", "that", "this", "from", "into", "your", "have", "will",
"using", "used", "use", "into", "they", "them", "their", "about", "while", "where",
"when", "what", "which", "should", "would", "could", "there", "here", "then", "than",
"each", "such", "only", "also", "been", "being", "does", "did", "done", "just", "more",
"most", "very", "over", "under", "like", "same", "across", "because", "through", "make",
"made", "many", "much", "some", "into", "onto", "must", "need", "needs", "task", "tasks",
"chunk", "chunks", "query", "prompt", "environment", "agent", "agents", "model", "models",
}
_PROJECT_QUERY_HINTS = {
"openenv", "benchmark", "rag-context-optimizer", "readme", "docker", "fastapi", "api",
"endpoint", "inference.py", "app.py", "tasks.py", "graders.py", "environment.py", "repo",
"repository", "codebase", "ui", "frontend", "backend", "space", "validator",
}
def __init__(
self,
task_name: str = "refund_triage_easy",
query_override: str | None = None,
token_budget_override: int | None = None,
max_steps_override: int | None = None,
corpus_family_override: str | None = None,
):
if task_name not in TASKS_BY_NAME:
raise ValueError(f"Unknown task_name: {task_name}")
self._corpus_family = corpus_family_override or os.getenv("RAG_CORPUS_FAMILY") or "enterprise_v1"
explicit_path = os.getenv("RAG_CORPUS_PATH")
self._corpus_path = resolve_corpus_path(explicit_path, family=None if explicit_path else self._corpus_family)
self._all_chunks = load_corpus(self._corpus_path)
self._query_overridden = bool(query_override and query_override.strip())
self._include_project_chunks = os.getenv("ENABLE_PROJECT_CORPUS", "").strip().lower() in {"1", "true", "yes"}
self._project_chunks = self._load_project_chunks() if self._include_project_chunks else []
self.retriever = HybridRetriever(self._all_chunks + self._project_chunks)
self.context_tuner = ContextTunedPlanner(
self.retriever,
self._all_chunks + self._project_chunks,
list(ALL_TASKS),
)
self.grader = TaskGrader()
self.task: Task = self._build_task(
TASKS_BY_NAME[task_name],
query_override=query_override,
token_budget_override=token_budget_override,
max_steps_override=max_steps_override,
)
self._available_chunks: list[Chunk] = []
self._reviewed_artifacts: list[str] = []
self._selected_chunks: list[str] = []
self._compression_ratios: dict[str, float] = {}
self._step_number = 0
self._done = False
self._last_action_feedback: str | None = None
self._last_answer = ""
self._plan_draft = ""
self._workflow_stage: str = "triage"
self._case_id = f"{self.task.name}-001"
self._last_tuning = None
@staticmethod
def _build_task(
base_task: Task,
query_override: str | None = None,
token_budget_override: int | None = None,
max_steps_override: int | None = None,
) -> Task:
updated_task = base_task
if query_override and query_override.strip():
updated_task = replace(updated_task, query=query_override.strip(), domain_filter=None)
if token_budget_override is not None and token_budget_override > 0:
updated_task = replace(updated_task, token_budget=token_budget_override)
if max_steps_override is not None and max_steps_override > 0:
updated_task = replace(updated_task, max_steps=max_steps_override)
return updated_task
async def reset(self) -> StepResult:
candidate_chunks = self._filter_chunks_for_task(self.task)
self._available_chunks = self._rank_chunks_for_query(self.task.query, candidate_chunks)
if not self._query_overridden:
chunk_by_id = {chunk.chunk_id: chunk for chunk in candidate_chunks}
for chunk_id in self.task.required_artifact_ids + self.task.optional_artifact_ids:
chunk = chunk_by_id.get(chunk_id)
if chunk and all(existing.chunk_id != chunk_id for existing in self._available_chunks):
self._available_chunks.append(chunk)
self._reviewed_artifacts = []
self._selected_chunks = []
self._compression_ratios = {}
self._step_number = 0
self._done = False
self._last_action_feedback = None
self._last_answer = ""
self._plan_draft = ""
self._workflow_stage = "triage"
self._case_id = f"{self.task.name}-001"
observation = self._build_observation()
return StepResult(
observation=observation,
reward=0.0,
done=False,
info={"task": self.task.name, "event": "reset"},
)
async def step(self, action: RagAction) -> StepResult:
if self._done:
return StepResult(
observation=self._build_observation(),
reward=0.0,
done=True,
info={"task": self.task.name, "event": "episode_already_done"},
)
reward = 0.0
info: dict[str, Any] = {"task": self.task.name, "action_type": action.action_type}
artifact_id = action.artifact_id or action.chunk_id or ""
if action.action_type == "inspect_artifact":
reward, info = self._handle_inspect(artifact_id, auto_prioritize=False)
elif action.action_type == "select_chunk":
reward, info = self._handle_inspect(artifact_id, auto_prioritize=True)
elif action.action_type == "prioritize_artifact":
reward, info = self._handle_prioritize(artifact_id)
elif action.action_type == "deselect_chunk":
reward, info = self._handle_deprioritize(artifact_id)
elif action.action_type in {"summarize_artifact", "compress_chunk"}:
reward, info = self._handle_compress(artifact_id, float(action.compression_ratio or 0.0))
elif action.action_type == "set_resolution_plan":
reward, info = self._handle_plan(action.plan or "")
elif action.action_type in {"submit_report", "submit_answer"}:
self._last_answer = action.answer or ""
result = await self._finalize_submission(reason="submit_report")
self._step_number += 1
result.observation.step_number = self._step_number
return result
self._step_number += 1
self._update_workflow_stage()
if self._step_number >= self.task.max_steps:
return await self._finalize_submission(reason="max_steps_reached")
observation = self._build_observation()
return StepResult(observation=observation, reward=reward, done=False, info=info)
async def state(self) -> dict:
prioritized_artifact_details = []
for chunk_id in self._selected_chunks:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
continue
prioritized_artifact_details.append(
{
"artifact_id": chunk.chunk_id,
"chunk_id": chunk.chunk_id,
"domain": chunk.domain,
"original_tokens": chunk.tokens,
"effective_tokens": self._effective_chunk_tokens(chunk_id),
"compression_ratio": round(self._compression_ratios.get(chunk_id, 1.0), 3),
"text": self._effective_chunk_text(chunk_id),
"keywords": chunk.keywords,
}
)
optimized_prompt = self._build_optimized_prompt()
optimized_prompt_tokens = await estimate_tokens(optimized_prompt) if optimized_prompt else 0
return {
"task": asdict(self.task) if is_dataclass(self.task) else self.task,
"case_id": self._case_id,
"case_summary": self.task.case_summary,
"objective": self.task.query,
"workflow_stage": self._workflow_stage,
"customer_tier": self.task.customer_tier,
"incident_severity": self.task.incident_severity,
"step_number": self._step_number,
"done": self._done,
"reviewed_artifacts": list(self._reviewed_artifacts),
"prioritized_artifacts": list(self._selected_chunks),
"selected_chunks": list(self._selected_chunks),
"compression_ratios": dict(self._compression_ratios),
"plan_draft": self._plan_draft,
"report_requirements": list(self.task.report_requirements),
"progress_signals": self._progress_signals(),
"total_tokens_used": self._total_tokens_used(),
"token_budget": self.task.token_budget,
"last_action_feedback": self._last_action_feedback,
"last_answer": self._last_answer,
"corpus_family": self._corpus_family,
"corpus_path": str(self._corpus_path),
"available_artifact_ids": [chunk.chunk_id for chunk in self._available_chunks],
"available_chunk_ids": [chunk.chunk_id for chunk in self._available_chunks],
"prioritized_artifact_details": prioritized_artifact_details,
"selected_chunk_details": prioritized_artifact_details,
"optimized_prompt_preview": optimized_prompt,
"optimized_prompt_tokens": optimized_prompt_tokens,
"context_tuning": (
{
"mode": self._last_tuning.mode,
"top_demo_cases": self._last_tuning.top_demo_cases,
"suggested_citations": self._last_tuning.suggested_citations,
"token_dropout": self._last_tuning.token_dropout,
"leave_one_out": self._last_tuning.leave_one_out,
}
if self._last_tuning is not None
else None
),
}
async def close(self):
self._done = True
def _filter_chunks_for_task(self, task: Task) -> list[Chunk]:
domain_mapping = {
"customer_support_operations": "Customer Support Operations",
"incident_response_playbooks": "Incident Response Playbooks",
"platform_reliability_release_engineering": "Platform Reliability & Release Engineering",
}
if self._query_overridden:
if self._include_project_chunks and self._is_project_query(task.query):
return list(self._all_chunks) + list(self._project_chunks)
return list(self._all_chunks)
if task.domain_filter is None:
return list(self._all_chunks)
normalized = domain_mapping.get(task.domain_filter, task.domain_filter)
return [chunk for chunk in self._all_chunks if chunk.domain == normalized]
def _is_project_query(self, query: str) -> bool:
lowered = query.lower()
return any(hint in lowered for hint in self._PROJECT_QUERY_HINTS)
def _rank_chunks_for_query(self, query: str, chunks: list[Chunk], top_k: int = 20) -> list[Chunk]:
tuning = self.context_tuner.tune(query, chunks)
self._last_tuning = tuning
scored = []
for chunk in chunks:
tuned = tuning.tuned_scores.get(chunk.chunk_id)
score = tuned.final_score if tuned is not None else self.retriever.hybrid_score(query, chunk)
if self._include_project_chunks and self._query_overridden and chunk.domain.startswith("Project"):
score = min(1.0, score + 0.08)
scored.append((chunk, score))
scored.sort(key=lambda item: (-item[1], item[0].tokens, item[0].chunk_id))
return [chunk for chunk, _score in scored[: max(1, min(top_k, len(scored)))]]
def _load_project_chunks(self) -> list[Chunk]:
root = Path(__file__).resolve().parent.parent
chunks: list[Chunk] = []
file_specs = [
("Project Documentation", root / "README.md", ["project_docs", "readme"]),
("Project Configuration", root / "openenv.yaml", ["project_docs", "config", "openenv_spec"]),
("Project API", root / "app.py", ["project_docs", "api", "server"]),
("Project Baseline", root / "inference.py", ["project_docs", "baseline", "inference"]),
("Project Environment", root / "env" / "environment.py", ["project_docs", "environment", "state_management"]),
("Project Retrieval", root / "env" / "retriever.py", ["project_docs", "retrieval", "ranking"]),
("Project Grading", root / "env" / "graders.py", ["project_docs", "grading", "reward_design"]),
("Project Tasks", root / "env" / "tasks.py", ["project_docs", "tasks", "difficulty"]),
("Project Validation", root / "validate.py", ["project_docs", "validation", "testing"]),
]
for domain, path, tags in file_specs:
if not path.exists():
continue
raw_text = path.read_text(encoding="utf-8", errors="ignore")
sections = self._chunk_project_text(raw_text)
stem = re.sub(r"[^a-z0-9]+", "_", path.stem.lower()).strip("_") or "file"
for index, section in enumerate(sections, start=1):
keywords = self._extract_project_keywords(section) or [stem, domain.lower()]
chunks.append(
Chunk(
chunk_id=f"project_{stem}_{index:03d}",
domain=domain,
text=section,
tokens=max(30, len(section) // 4),
keywords=keywords[:5],
relevance_tags=tags,
)
)
return chunks
def _chunk_project_text(self, raw_text: str, chunk_words: int = 140, stride_words: int = 100) -> list[str]:
cleaned = " ".join(raw_text.split())
words = cleaned.split()
if not words:
return []
if len(words) <= chunk_words:
return [" ".join(words)]
chunks: list[str] = []
start = 0
while start < len(words):
window = words[start : start + chunk_words]
if not window:
break
chunks.append(" ".join(window))
if start + chunk_words >= len(words):
break
start += stride_words
return chunks
def _extract_project_keywords(self, text: str) -> list[str]:
terms = re.findall(r"[a-z0-9_]+", text.lower())
counts: dict[str, int] = {}
for term in terms:
if len(term) < 4 or term in self._PROJECT_STOPWORDS:
continue
counts[term] = counts.get(term, 0) + 1
ranked = sorted(counts.items(), key=lambda item: (-item[1], item[0]))
return [term.replace("_", " ") for term, _count in ranked[:8]]
def _build_observation(self) -> RagObservation:
available = [
ChunkSummary(
chunk_id=chunk.chunk_id,
domain=chunk.domain,
tokens=self._effective_chunk_tokens(chunk.chunk_id),
keywords=chunk.keywords,
)
for chunk in self._available_chunks
]
return RagObservation(
case_id=self._case_id,
case_summary=self.task.case_summary,
objective=self.task.query,
workflow_stage=self._workflow_stage,
customer_tier=self.task.customer_tier,
incident_severity=self.task.incident_severity,
available_artifacts=available,
reviewed_artifacts=list(self._reviewed_artifacts),
prioritized_artifacts=list(self._selected_chunks),
plan_draft=self._plan_draft or None,
report_requirements=list(self.task.report_requirements),
progress_signals=self._progress_signals(),
total_tokens_used=self._total_tokens_used(),
token_budget=self.task.token_budget,
step_number=self._step_number,
task_name=self.task.name,
last_action_feedback=self._last_action_feedback,
query=self.task.query,
available_chunks=available,
selected_chunks=list(self._selected_chunks),
)
def _chunk_map(self) -> dict[str, Chunk]:
return {chunk.chunk_id: chunk for chunk in self._available_chunks}
def _effective_chunk_tokens(self, chunk_id: str) -> int:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
return 0
ratio = self._compression_ratios.get(chunk_id, 1.0)
return max(1, int(round(chunk.tokens * ratio)))
def _total_tokens_used(self) -> int:
return sum(self._effective_chunk_tokens(chunk_id) for chunk_id in self._selected_chunks)
def _effective_chunk_text(self, chunk_id: str) -> str:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
return ""
ratio = self._compression_ratios.get(chunk_id, 1.0)
text = " ".join(chunk.text.split())
if ratio >= 0.999:
return text
query_terms = self._query_terms(self.task.query)
keyword_terms = self._query_terms(" ".join(chunk.keywords))
sentences = [segment.strip() for segment in re.split(r"(?<=[.!?])\s+", text) if segment.strip()]
if not sentences:
return self._truncate_words(text, ratio)
ranked_sentences: list[tuple[int, float, int, str]] = []
for index, sentence in enumerate(sentences):
sentence_terms = self._query_terms(sentence)
overlap = len(sentence_terms & query_terms)
keyword_overlap = len(sentence_terms & keyword_terms)
score = (overlap * 2.0) + keyword_overlap + (0.25 if index == 0 else 0.0)
ranked_sentences.append((index, score, len(sentence.split()), sentence))
target_words = max(18, int(len(text.split()) * ratio))
chosen: list[tuple[int, str]] = []
used_words = 0
for index, _score, word_count, sentence in sorted(ranked_sentences, key=lambda item: (-item[1], item[2], item[0])):
if used_words >= target_words:
break
chosen.append((index, sentence))
used_words += word_count
if not chosen:
return self._truncate_words(text, ratio)
chosen.sort(key=lambda item: item[0])
compressed = " ".join(sentence for _index, sentence in chosen)
return self._truncate_words(compressed, ratio)
@staticmethod
def _truncate_words(text: str, ratio: float) -> str:
words = text.split()
if not words:
return ""
keep = max(10, int(len(words) * ratio))
truncated = " ".join(words[:keep])
if keep < len(words):
return truncated + " ..."
return truncated
@staticmethod
def _query_terms(text: str) -> set[str]:
return {token for token in re.findall(r"[a-z0-9]+", text.lower()) if len(token) > 2}
def _build_optimized_prompt(self) -> str:
sections = [
f"Case: {self.task.case_summary}",
f"Objective: {self.task.query}",
f"Stage: {self._workflow_stage}",
]
if self._plan_draft:
sections.extend(["", f"Plan Draft: {self._plan_draft}"])
if self._selected_chunks:
sections.extend(["", "Prioritized Evidence:"])
for chunk_id in self._selected_chunks:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
continue
sections.append(f"[{chunk.chunk_id} | {self._effective_chunk_tokens(chunk_id)} tokens] {self._effective_chunk_text(chunk_id)}")
return "\n".join(sections).strip()
def _is_relevant(self, chunk_id: str) -> tuple[bool, float]:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
return False, 0.0
score = self.retriever.hybrid_score(self.task.query, chunk)
return score >= 0.3, score
def _is_required(self, chunk_id: str) -> bool:
return chunk_id in set(self.task.required_artifact_ids)
def _progress_signals(self) -> dict[str, float]:
required = set(self.task.required_artifact_ids)
reviewed_hits = len(required & set(self._reviewed_artifacts)) / len(required) if required else 1.0
prioritized_hits = len(required & set(self._selected_chunks)) / len(required) if required else 1.0
plan_keywords = sum(1 for keyword in self.task.required_plan_keywords if keyword.lower() in self._plan_draft.lower())
plan_quality = plan_keywords / len(self.task.required_plan_keywords) if self.task.required_plan_keywords else 1.0
return {
"review_coverage": round(reviewed_hits, 3),
"priority_coverage": round(prioritized_hits, 3),
"plan_quality": round(plan_quality, 3),
"budget_headroom": round(max(0.0, 1.0 - (self._total_tokens_used() / self.task.token_budget)), 3),
}
def _update_workflow_stage(self) -> None:
if self._done:
self._workflow_stage = "submitted"
elif self._plan_draft.strip():
self._workflow_stage = "resolution"
elif self._reviewed_artifacts:
self._workflow_stage = "analysis"
else:
self._workflow_stage = "triage"
def _handle_inspect(self, chunk_id: str, auto_prioritize: bool) -> tuple[float, dict[str, Any]]:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
self._last_action_feedback = "artifact_not_found"
return -0.1, {"event": "artifact_not_found", "artifact_id": chunk_id}
if chunk_id not in self._reviewed_artifacts:
self._reviewed_artifacts.append(chunk_id)
is_relevant, score = self._is_relevant(chunk_id)
reward = 0.03 + (0.08 if self._is_required(chunk_id) else 0.0) + (0.05 if is_relevant else 0.0)
info = {"event": "artifact_inspected", "artifact_id": chunk_id, "hybrid_score": score}
self._last_action_feedback = "artifact_inspected"
if auto_prioritize:
priority_reward, priority_info = self._handle_prioritize(chunk_id, inspected=True)
reward += priority_reward
info["auto_prioritize"] = priority_info
return min(reward, 0.2), info
def _handle_prioritize(self, chunk_id: str, inspected: bool = False) -> tuple[float, dict[str, Any]]:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
self._last_action_feedback = "artifact_not_found"
return -0.1, {"event": "artifact_not_found", "artifact_id": chunk_id}
if chunk_id not in self._reviewed_artifacts and not inspected:
self._last_action_feedback = "artifact_not_reviewed"
return -0.05, {"event": "artifact_not_reviewed", "artifact_id": chunk_id}
if chunk_id in self._selected_chunks:
self._last_action_feedback = "artifact_already_prioritized"
return 0.0, {"event": "artifact_already_prioritized", "artifact_id": chunk_id}
projected_tokens = self._total_tokens_used() + self._effective_chunk_tokens(chunk_id)
if projected_tokens > self.task.token_budget:
self._last_action_feedback = "exceeded_budget"
return -0.1, {"event": "exceeded_budget", "artifact_id": chunk_id}
self._selected_chunks.append(chunk_id)
is_relevant, score = self._is_relevant(chunk_id)
domain_bonus = 0.04 if len({self._chunk_map()[cid].domain for cid in self._selected_chunks if cid in self._chunk_map()}) > 1 else 0.0
reward = (0.10 if self._is_required(chunk_id) else 0.03) + (0.05 if is_relevant else 0.0) + domain_bonus
self._last_action_feedback = "artifact_prioritized"
return min(reward, 0.18), {"event": "artifact_prioritized", "artifact_id": chunk_id, "hybrid_score": score}
def _handle_deprioritize(self, chunk_id: str) -> tuple[float, dict[str, Any]]:
if chunk_id not in self._selected_chunks:
self._last_action_feedback = "artifact_not_prioritized"
return 0.0, {"event": "artifact_not_prioritized", "artifact_id": chunk_id}
self._selected_chunks.remove(chunk_id)
is_required = self._is_required(chunk_id)
reward = -0.06 if is_required else 0.03
self._last_action_feedback = "artifact_deprioritized"
return reward, {"event": "artifact_deprioritized", "artifact_id": chunk_id, "required": is_required}
def _handle_compress(self, chunk_id: str, compression_ratio: float) -> tuple[float, dict[str, Any]]:
chunk = self._chunk_map().get(chunk_id)
if chunk is None:
self._last_action_feedback = "artifact_not_found"
return -0.1, {"event": "artifact_not_found", "artifact_id": chunk_id}
if chunk_id not in self._selected_chunks:
self._last_action_feedback = "artifact_not_prioritized"
return -0.04, {"event": "artifact_not_prioritized", "artifact_id": chunk_id}
self._compression_ratios[chunk_id] = compression_ratio
is_relevant, score = self._is_relevant(chunk_id)
reward = 0.04 if is_relevant else 0.0
if self._is_required(chunk_id) and compression_ratio < 0.45:
reward -= 0.06
self._last_action_feedback = "overcompressed_required_artifact"
return reward, {"event": "overcompressed_required_artifact", "artifact_id": chunk_id, "hybrid_score": score}
self._last_action_feedback = "artifact_summarized"
return reward, {"event": "artifact_summarized", "artifact_id": chunk_id, "hybrid_score": score}
def _handle_plan(self, plan: str) -> tuple[float, dict[str, Any]]:
self._plan_draft = plan.strip()
if not self._plan_draft:
self._last_action_feedback = "empty_plan"
return -0.05, {"event": "empty_plan"}
hits = sum(1 for keyword in self.task.required_plan_keywords if keyword.lower() in self._plan_draft.lower())
coverage = hits / len(self.task.required_plan_keywords) if self.task.required_plan_keywords else 1.0
reviewed_bonus = min(0.1, 0.02 * len(self._reviewed_artifacts))
reward = (0.04 + (0.18 * coverage) + reviewed_bonus)
self._last_action_feedback = "plan_updated"
return min(reward, 0.26), {"event": "plan_updated", "plan_quality": coverage}
async def _finalize_submission(self, reason: str) -> StepResult:
self._done = True
self._update_workflow_stage()
if not self._selected_chunks:
self._last_action_feedback = "no_prioritized_artifacts"
observation = self._build_observation()
return StepResult(
observation=observation,
reward=0.0,
done=True,
info={"event": reason, "grader": None, "passed": False},
)
grader_result = self.grader.grade(
prioritized_artifact_ids=list(self._selected_chunks),
reviewed_artifact_ids=list(self._reviewed_artifacts),
answer=self._last_answer,
plan_draft=self._plan_draft,
workflow_stage=self._workflow_stage,
token_budget=self.task.token_budget,
total_tokens_used=self._total_tokens_used(),
retriever=self.retriever,
task=self.task,
)
self._last_action_feedback = reason
observation = self._build_observation()
return StepResult(
observation=observation,
reward=grader_result.score,
done=True,
info={"event": reason, "grader": grader_result.breakdown, "passed": grader_result.passed},
)
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