ten31-database/backend/matrix_intake/test_proposals.py

"""Tests for the proposal store + approval state machine (pure logic, no network)."""
import copy
import os
import sys

sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))

import proposals  # noqa: E402

SAMPLE = {"intent": "new_investor", "investor_name": "Acme Capital",
          "contact_name": "Jane Doe", "contact_email": "jane@acme.com",
          "contact_title": None, "note": "met at conf"}


def test_store_put_get_pop():
    s = proposals.ProposalStore()
    assert not s.has("$root")
    s.put("$root", SAMPLE)
    assert s.has("$root")
    assert s.get("$root")["investor_name"] == "Acme Capital"
    assert s.pop("$root")["investor_name"] == "Acme Capital"
    assert not s.has("$root")
    assert s.pop("$missing") is None


def test_store_any_pending():
    s = proposals.ProposalStore()
    assert not s.any_pending()
    s.put("$r", SAMPLE)
    assert s.any_pending()
    s.pop("$r")
    assert not s.any_pending()


def test_interpret_yes_variants():
    for t in ("yes", "Y", "approve", "  ok ", "👍"):
        assert proposals.interpret_reply(t)[0] == "approve", t


def test_interpret_no_variants():
    for t in ("no", "N", "cancel", "discard", "❌"):
        assert proposals.interpret_reply(t)[0] == "reject", t


def test_interpret_edit_equals():
    action, payload = proposals.interpret_reply("edit email=new@acme.com")
    assert action == "edit"
    assert payload == ("contact_email", "new@acme.com")


def test_interpret_edit_colon_and_alias():
    action, payload = proposals.interpret_reply("firm: Acme Capital LLC")
    assert action == "edit"
    assert payload == ("investor_name", "Acme Capital LLC")


def test_interpret_edit_city_and_linkedin_aliases():
    a1, p1 = proposals.interpret_reply("city: New York")
    assert (a1, p1) == ("edit", ("city", "New York"))
    a2, p2 = proposals.interpret_reply("linkedin=linkedin.com/in/jane")
    assert (a2, p2) == ("edit", ("linkedin_url", "linkedin.com/in/jane"))


def test_render_shows_city_and_linkedin_when_present():
    p = {**SAMPLE, "city": "New York", "linkedin_url": "linkedin.com/in/jane"}
    out = proposals.render(p)
    assert "City: New York" in out
    assert "LinkedIn: linkedin.com/in/jane" in out


def test_interpret_edit_phone_and_mobile_aliases():
    assert proposals.interpret_reply("phone=212-555-0100") == ("edit", ("phone", "212-555-0100"))
    assert proposals.interpret_reply("cell: 917-555-0199") == ("edit", ("mobile", "917-555-0199"))


def test_render_shows_phone_and_mobile_when_present():
    p = {**SAMPLE, "phone": "212-555-0100", "mobile": "917-555-0199"}
    out = proposals.render(p)
    assert "Phone: 212-555-0100" in out
    assert "Mobile: 917-555-0199" in out


def test_interpret_unknown():
    assert proposals.interpret_reply("maybe later")[0] == "unknown"


def test_interpret_edit_colon_value_contains_equals():
    # the '=' inside the value must not break parsing — split on ':' first, keep the rest
    action, payload = proposals.interpret_reply("note: see deck=v2")
    assert action == "edit"
    assert payload == ("note", "see deck=v2")


def test_claim_once_pop_guards_double_approve():
    # the double-approve guard relies on pop() yielding the proposal exactly once;
    # a second claim returns None so a racing second 'yes' is a no-op
    s = proposals.ProposalStore()
    s.put("$r", SAMPLE)
    assert s.pop("$r") is not None
    assert s.pop("$r") is None


def test_edit_with_unknown_field_is_not_an_edit():
    # an unknown field name must not silently become an edit
    assert proposals.interpret_reply("edit zipcode=90210")[0] == "unknown"


def test_apply_edit_is_nondestructive():
    updated = proposals.apply_edit(SAMPLE, "contact_email", "x@y.com")
    assert updated["contact_email"] == "x@y.com"
    assert SAMPLE["contact_email"] == "jane@acme.com"  # original untouched


def test_render_includes_fields_and_instructions():
    text = proposals.render(SAMPLE)
    assert "Acme Capital" in text
    assert "jane@acme.com" in text
    assert "yes" in text.lower() and "no" in text.lower()


def test_render_meeting_note_variant():
    note = dict(SAMPLE, intent="meeting_note")
    assert "meeting note" in proposals.render(note).lower()


def test_summary_line_new_vs_note():
    new_line = proposals.summary_line(SAMPLE)
    assert "Acme Capital" in new_line and "new investor" in new_line.lower()
    note_line = proposals.summary_line(dict(SAMPLE, intent="meeting_note"))
    assert "Acme Capital" in note_line and "meeting note" in note_line.lower()
    # the nudge must point the user to the thread, where the actual action lives
    assert "thread" in new_line.lower()


# --- fuzzy-match disambiguation + conversational-revision helpers ---

DISAMBIG = {"intent": "new_investor", "investor_name": "Charles Brown",
            "contact_name": "Charles Brown", "contact_email": None, "contact_title": None,
            "note": "met at conf", "_stage": "disambiguate",
            "_candidates": [{"id": "rowCharlie", "name": "Charlie Brown", "score": 0.92, "matched_on": "name"},
                            {"id": "rowBeta", "name": "Beta Capital LLC", "score": 0.7, "matched_on": "name"}]}


def test_interpret_disambiguation_pick_number():
    assert proposals.interpret_disambiguation("1", 2) == ("pick", 0)
    assert proposals.interpret_disambiguation(" 2 ", 2) == ("pick", 1)
    assert proposals.interpret_disambiguation("#1", 2) == ("pick", 0)


def test_interpret_disambiguation_out_of_range_is_unknown():
    assert proposals.interpret_disambiguation("3", 2)[0] == "unknown"
    assert proposals.interpret_disambiguation("0", 2)[0] == "unknown"


def test_interpret_disambiguation_new_and_no():
    assert proposals.interpret_disambiguation("new", 2)[0] == "new"
    assert proposals.interpret_disambiguation("none of these", 2)[0] == "new"
    assert proposals.interpret_disambiguation("no", 2)[0] == "reject"


def test_interpret_disambiguation_freeform_is_unknown():
    # a free-form reply in the shortlist stage isn't guessed at — re-prompt instead
    assert proposals.interpret_disambiguation("the first one", 2)[0] == "unknown"


def test_attach_to_candidate_promotes_to_meeting_note():
    out = proposals.attach_to_candidate(DISAMBIG, DISAMBIG["_candidates"][0])
    assert out["_match_id"] == "rowCharlie"
    assert out["intent"] == "meeting_note"
    assert out["_stage"] == "approval"
    assert out["investor_name"] == "Charlie Brown"  # canonical existing name shown
    assert "_candidates" not in out
    assert "_candidates" in DISAMBIG  # original untouched


def test_promote_to_new_clears_shortlist_and_match():
    out = proposals.promote_to_new(dict(DISAMBIG, _match_id="rowX"))
    assert out["_stage"] == "approval"
    assert "_candidates" not in out
    assert "_match_id" not in out


def test_disambiguation_pick_then_yes_reaches_approval():
    # Closes the seam between the two state machines: a shortlist pick promotes the proposal to
    # approval stage carrying the chosen investor's row id, and a following 'yes' classifies as
    # approve (the normal commit path) — so pick -> yes lands the note on the existing investor.
    picked = proposals.attach_to_candidate(copy.deepcopy(DISAMBIG), DISAMBIG["_candidates"][0])
    assert picked["_stage"] == "approval"
    assert picked["_match_id"] == "rowCharlie"
    assert picked["intent"] == "meeting_note"
    assert proposals.interpret_reply("yes") == ("approve", None)


def test_render_disambiguation_lists_numbered_candidates():
    text = proposals.render_disambiguation(DISAMBIG)
    assert "Charlie Brown" in text and "Beta Capital LLC" in text
    assert "1." in text and "2." in text
    assert "new" in text.lower() and "no" in text.lower()


def test_same_fields_ignores_control_keys():
    a = dict(SAMPLE)
    assert proposals.same_fields(a, dict(a))
    assert not proposals.same_fields(a, dict(a, note="different"))
    assert proposals.same_fields(a, dict(a, _match_id="r1", _stage="approval"))


if __name__ == "__main__":
    fns = [v for k, v in sorted(globals().items()) if k.startswith("test_") and callable(v)]
    for fn in fns:
        fn()
        print(f"ok  {fn.__name__}")
    print(f"\n{len(fns)} passed")