#!/usr/bin/env python3 """Tests for reminders / follow-ups (W1). Boots the REAL server against a temp DB and exercises the new endpoints end-to-end: - POST /api/reminders creates an open reminder tied to a grid investor (denormalized investor_name resolved from the grid), or a standalone task (no investor_id); - GET /api/reminders lists + filters by status (active/open/done/...), overdue, investor_id, assignee=me; every read is soft-delete filtered; - PATCH completes (stamps completed_at) / snoozes / edits a reminder; status is validated; - DELETE soft-deletes (gone from every list, never hard-deleted); - GET /api/fundraising/state injects a read-only reminder_status (overdue/due_soon/open/'') derived live from open reminders, and strips it on save (never persisted to the blob); - deleting an investor from the grid cancels its orphaned reminders (reconcile twin), while a standalone reminder is untouched; - the usual guards (missing title -> 400, bad status -> 400, unknown investor -> 404, unauthenticated -> 401). Synthetic data only. Run: cd backend && python3 test_reminders.py """ import http.client import json import os import sqlite3 import sys import tempfile import threading from datetime import datetime, timedelta from http.server import ThreadingHTTPServer _DATA = tempfile.mkdtemp() os.environ["CRM_DATA_DIR"] = _DATA os.environ["CRM_DB_PATH"] = os.path.join(_DATA, "crm.db") sys.path.insert(0, os.path.dirname(os.path.abspath(__file__))) import server # noqa: E402 FAILS = [] TODAY = datetime.utcnow().date() TOMORROW = (TODAY + timedelta(days=1)).isoformat() YESTERDAY = (TODAY - timedelta(days=1)).isoformat() FAR = (TODAY + timedelta(days=30)).isoformat() def check(cond, msg): print((" PASS " if cond else " FAIL ") + msg) if not cond: FAILS.append(msg) class _Quiet(server.CRMHandler): def log_message(self, *a): pass def _req(port, method, path, token=None, body=None): conn = http.client.HTTPConnection("127.0.0.1", port, timeout=10) headers = {} if token: headers["Authorization"] = "Bearer " + token payload = None if body is not None: payload = json.dumps(body) headers["Content-Type"] = "application/json" conn.request(method, path, body=payload, headers=headers) resp = conn.getresponse() raw = resp.read().decode("utf-8", "replace") conn.close() data = None if raw: try: data = json.loads(raw) except ValueError: pass return resp.status, data def _put_grid(port, token, rows): return _req(port, "PUT", "/api/fundraising/state", token, {"grid": {"columns": [], "rows": rows}, "views": []}) ROW_ACME = {"id": "rowAcme", "investor_name": "Acme Capital", "notes": "", "lead": "Grant", "contacts": [{"name": "Jane Doe", "email": "jane@acme.com", "title": "GP"}]} ROW_BETA = {"id": "rowBeta", "investor_name": "Beta Capital", "notes": "", "contacts": [{"name": "Pat Roe", "email": "pat@beta.com"}]} ROW_GAMMA = {"id": "rowGamma", "investor_name": "Gamma Partners", "notes": "", "contacts": [{"name": "Sam Lee", "email": "sam@gamma.com"}]} def _db(): return sqlite3.connect(os.environ["CRM_DB_PATH"]) def seed(): c = _db() c.execute("INSERT INTO users (id,username,email,password_hash,full_name,role,is_active) " "VALUES ('u1','grant','grant@ten31.example','x','Grant','admin',1)") c.commit() c.close() def _investor_id(source_row_id): c = _db() r = c.execute("SELECT id FROM fundraising_investors WHERE source_row_id = ?", (source_row_id,)).fetchone() c.close() return r[0] if r else None def _grid_reminder_status(port, token): st, d = _req(port, "GET", "/api/fundraising/state", token) rows = (d or {}).get("data", {}).get("grid", {}).get("rows", []) return {r["id"]: r.get("reminder_status") for r in rows} def main(): server.init_db() seed() token = server.create_token("u1", "grant", "admin") httpd = ThreadingHTTPServer(("127.0.0.1", 0), _Quiet) port = httpd.server_address[1] threading.Thread(target=httpd.serve_forever, daemon=True).start() try: st, _ = _put_grid(port, token, [ROW_ACME, ROW_BETA, ROW_GAMMA]) check(st == 200, f"seed grid via PUT /state (got {st})") acme_id = _investor_id("rowAcme") beta_id = _investor_id("rowBeta") gamma_id = _investor_id("rowGamma") check(bool(acme_id and beta_id and gamma_id), "investor ids resolved from the grid") # ── create: investor-linked + denormalized name resolved from the grid ── print("\n[create: investor-linked reminder resolves the denormalized name]") st, d = _req(port, "POST", "/api/reminders", token, {"investor_id": acme_id, "title": "Send Fund III deck", "due_date": TOMORROW}) rem = (d or {}).get("data") or {} acme_rem_id = rem.get("id") check(st == 201 and rem.get("status") == "open", f"create -> 201 open (got {st}, {d})") check(rem.get("investor_name") == "Acme Capital", f"name denormalized from grid (got {rem.get('investor_name')})") # overdue reminder on Beta; far-future + standalone for filter coverage st, d = _req(port, "POST", "/api/reminders", token, {"investor_id": beta_id, "title": "Call Pat", "due_date": YESTERDAY}) beta_rem_id = (d or {}).get("data", {}).get("id") check(st == 201, f"create overdue beta reminder (got {st})") st, d = _req(port, "POST", "/api/reminders", token, {"investor_id": gamma_id, "title": "Quarterly touch", "due_date": FAR}) gamma_rem_id = (d or {}).get("data", {}).get("id") st, d = _req(port, "POST", "/api/reminders", token, {"title": "Team: refresh pipeline view"}) standalone_id = (d or {}).get("data", {}).get("id") check(st == 201 and (d or {}).get("data", {}).get("investor_id") in (None, ""), f"standalone reminder (no investor) created (got {st})") # ── list + filters ── print("\n[list + filters]") st, d = _req(port, "GET", "/api/reminders", token) items = (d or {}).get("data", []) check(st == 200 and len(items) == 4, f"list returns all 4 open (got {st}, {len(items)})") check(all("last_activity_at" in it for it in items), "each row carries last_activity_at") # dated reminders sort before undated, soonest first -> YESTERDAY (beta) leads check(items and items[0].get("id") == beta_rem_id, f"overdue sorts first (got {items[0].get('id') if items else None})") st, d = _req(port, "GET", "/api/reminders?overdue=1", token) ids = [it["id"] for it in (d or {}).get("data", [])] check(ids == [beta_rem_id], f"overdue=1 -> only the past-due one (got {ids})") # overdue owns the status constraint: a conflicting status= must not silently zero out st, d = _req(port, "GET", "/api/reminders?overdue=1&status=done", token) ids = [it["id"] for it in (d or {}).get("data", [])] check(ids == [beta_rem_id], f"overdue wins over a conflicting status= (got {ids})") st, d = _req(port, "GET", f"/api/reminders?investor_id={acme_id}", token) ids = [it["id"] for it in (d or {}).get("data", [])] check(ids == [acme_rem_id], f"investor_id filter (got {ids})") st, d = _req(port, "GET", "/api/reminders?assignee=me", token) check(len(d.get("data", [])) == 0, "assignee=me -> none (reminders created unassigned)") # ── grid injection: reminder_status derived live, never persisted ── print("\n[grid injection: read-only reminder_status]") s = _grid_reminder_status(port, token) check(s.get("rowAcme") == "due_soon", f"due-tomorrow -> due_soon (got {s.get('rowAcme')})") check(s.get("rowBeta") == "overdue", f"past-due -> overdue (got {s.get('rowBeta')})") check(s.get("rowGamma") == "open", f"far-future -> open (got {s.get('rowGamma')})") # echo the injected value back on save; it must NOT persist into the blob st, d = _req(port, "GET", "/api/fundraising/state", token) echoed = (d or {}).get("data", {}).get("grid", {}).get("rows", []) st, _ = _put_grid(port, token, echoed) c = _db() blob = json.loads(c.execute("SELECT grid_json FROM fundraising_state WHERE id='main'").fetchone()[0]) c.close() acme_stored = {r["id"]: r for r in blob.get("rows", [])}.get("rowAcme", {}) check("reminder_status" not in acme_stored, "reminder_status not persisted into the grid blob") # ── complete / reopen stamps completed_at ── print("\n[complete + reopen]") st, d = _req(port, "PATCH", f"/api/reminders/{acme_rem_id}", token, {"status": "done"}) check(st == 200 and (d or {}).get("data", {}).get("status") == "done" and (d or {}).get("data", {}).get("completed_at"), f"done stamps completed_at (got {d})") st, d = _req(port, "GET", "/api/reminders?status=open", token) check(acme_rem_id not in [it["id"] for it in (d or {}).get("data", [])], "done reminder drops from status=open") st, d = _req(port, "GET", "/api/reminders?status=done", token) check(acme_rem_id in [it["id"] for it in (d or {}).get("data", [])], "done reminder shows under status=done") check(_grid_reminder_status(port, token).get("rowAcme") in (None, ""), "completed reminder clears the grid chip") st, d = _req(port, "PATCH", f"/api/reminders/{acme_rem_id}", token, {"status": "open"}) check((d or {}).get("data", {}).get("completed_at") in (None, ""), "reopen clears completed_at") # ── snooze: out of 'open', still in 'active' ── print("\n[snooze]") st, d = _req(port, "PATCH", f"/api/reminders/{beta_rem_id}", token, {"status": "snoozed", "snoozed_until": FAR}) check(st == 200 and (d or {}).get("data", {}).get("status") == "snoozed", f"snooze (got {st})") st, d = _req(port, "GET", "/api/reminders?status=open", token) check(beta_rem_id not in [it["id"] for it in (d or {}).get("data", [])], "snoozed drops from status=open") st, d = _req(port, "GET", "/api/reminders?status=active", token) check(beta_rem_id in [it["id"] for it in (d or {}).get("data", [])], "snoozed stays in status=active") # ── edit title + due date ── print("\n[edit]") st, d = _req(port, "PATCH", f"/api/reminders/{gamma_rem_id}", token, {"title": "Quarterly touch — Q3", "due_date": TOMORROW}) check((d or {}).get("data", {}).get("title") == "Quarterly touch — Q3" and (d or {}).get("data", {}).get("due_date") == TOMORROW, f"title+due edited (got {d})") # ── soft-delete: gone from every list, tombstoned not hard-deleted ── print("\n[soft-delete]") st, d = _req(port, "DELETE", f"/api/reminders/{standalone_id}", token) check(st == 200 and (d or {}).get("data", {}).get("deleted") is True, f"delete -> 200 (got {st})") st, d = _req(port, "GET", "/api/reminders", token) check(standalone_id not in [it["id"] for it in (d or {}).get("data", [])], "deleted reminder hidden from list") c = _db() gone = c.execute("SELECT deleted_at FROM reminders WHERE id = ?", (standalone_id,)).fetchone()[0] c.close() check(gone is not None, "deleted reminder tombstoned (deleted_at set), not hard-deleted") # ── orphan reconcile: drop the investor from the grid -> its reminders cancelled ── print("\n[orphan reconcile: deleting the grid investor cancels its reminders]") # create a fresh standalone task to confirm it is NOT cancelled by the reconciler st, d = _req(port, "POST", "/api/reminders", token, {"title": "Standalone keeps living"}) keep_id = (d or {}).get("data", {}).get("id") st, _ = _put_grid(port, token, [ROW_ACME, ROW_BETA]) # drop rowGamma c = _db() gamma_status = c.execute("SELECT status FROM reminders WHERE id = ?", (gamma_rem_id,)).fetchone()[0] keep_status = c.execute("SELECT status FROM reminders WHERE id = ?", (keep_id,)).fetchone()[0] gamma_name = c.execute("SELECT investor_name FROM reminders WHERE id = ?", (gamma_rem_id,)).fetchone()[0] c.close() check(gamma_status == "cancelled", f"orphaned investor's reminder cancelled (got {gamma_status})") check(gamma_name == "Gamma Partners", "cancelled reminder keeps denormalized investor_name for history") check(keep_status == "open", f"standalone reminder untouched by reconcile (got {keep_status})") # ── recency rollup: a tombstoned email sighting must not inflate last_activity_at ── print("\n[recency: soft-deleted email sighting excluded from last_activity_at]") c = _db() c.execute("INSERT INTO emails (id, rfc_message_id, from_email, sent_at, is_matched, match_status) " "VALUES ('em1','','lp@acme.com','2026-06-10T00:00:00Z',1,'matched')") c.execute("INSERT INTO email_investor_links (id, email_id, fundraising_investor_id, match_kind, match_confidence, matched_address) " "VALUES ('eil1','em1',?, 'exact_email',1.0,'lp@acme.com')", (acme_id,)) c.execute("INSERT INTO email_account_messages (id, email_id, account_id, gmail_message_id, gmail_thread_id, deleted_at) " "VALUES ('eam1','em1','acct1','g1','t1','2026-06-11T00:00:00Z')") # tombstoned sighting only c.commit(); c.close() st, d = _req(port, "GET", f"/api/reminders?investor_id={acme_id}", token) items = (d or {}).get("data", []) la = items[0].get("last_activity_at") if items else "MISSING" check(bool(items) and la is None, f"tombstoned-only email -> no last_activity (got {la})") c = _db() c.execute("INSERT INTO email_account_messages (id, email_id, account_id, gmail_message_id, gmail_thread_id, deleted_at) " "VALUES ('eam2','em1','acct2','g2','t2',NULL)") c.commit(); c.close() st, d = _req(port, "GET", f"/api/reminders?investor_id={acme_id}", token) items = (d or {}).get("data", []) la = items[0].get("last_activity_at") if items else "MISSING" check(bool(items) and la == '2026-06-10T00:00:00Z', f"live sighting -> last_activity set (got {la})") # ── guards ── print("\n[guards]") st, _ = _req(port, "POST", "/api/reminders", token, {"investor_id": acme_id}) check(st == 400, f"missing title -> 400 (got {st})") st, _ = _req(port, "POST", "/api/reminders", token, {"title": "x", "investor_id": "nope"}) check(st == 404, f"unknown investor_id -> 404 (got {st})") st, _ = _req(port, "PATCH", f"/api/reminders/{gamma_rem_id}", token, {"status": "bogus"}) check(st == 400, f"invalid status -> 400 (got {st})") st, _ = _req(port, "DELETE", "/api/reminders/doesnotexist", token) check(st == 404, f"delete unknown -> 404 (got {st})") st, _ = _req(port, "GET", "/api/reminders", None) check(st == 401, f"unauthenticated list -> 401 (got {st})") finally: httpd.shutdown() print("\n" + ("ALL PASS" if not FAILS else f"{len(FAILS)} FAILURE(S):")) for f in FAILS: print(" - " + f) sys.exit(1 if FAILS else 0) if __name__ == "__main__": main()