portfolio-optimiser/tests/test_cost_baseline_flag_loadbearing.py

"""P21 DEL A - the PROJECT carries the price, so a run on a requirements base can be anchored.

**The measurement this closes.** Four paid stress rounds (P16/P18/P19/P17b/P20) ran ENTIRELY
un-anchored. The cause is one line: the only file loader reads ``cost-baseline.json`` out of the
BUNDLE directory (``okf.load_optional_cost_baseline``), and no requirements base or process
catalogue ships one — they are knowledge, and knowledge carries requirements, never amounts. The
validator's stage 0 — the one stage that can tell an invented cost line from a line this project
actually buys — was therefore skipped in every single one, and ``validated`` could not mean what it
says: P20 G1/G2 measured real process-catalogue numbers (``12.11`` three times on one set,
``1.1.1`` on another) validating with amounts nobody had anywhere.

``--cost-baseline FILE`` is PM decision (e), taken over three alternatives P20 wrote down: (a)
refusing every requirement-shaped code un-anchored would make the one realistic context set
unmeasurable, (b) ``--require-cost-baseline`` as a default would leave no stress test at all, and
(c) K2's priced schedule is refused by MAJOR-4's own stated limit. (e) puts the price where it
belongs — with the project — and stage 0 judges again.

Arms: (a) the library seam anchors * (b) control: without it the same base is un-anchored *
(c) it is the SAME baseline the validator is handed, so stage 0 really judges * (d) two sources for
one baseline are refused at the library seam * (e) the free trip anchors too * (f) a missing file
and (g) a malformed one are refused with ``load_cost_baseline``'s own error classes * (h)(i)(j)(k)
four CLI refusals BY NAME, each with an rc-0 control on an argv that would otherwise be accepted *
(l) the CLI wiring, measured on the stamp * (m) the notice * (n) EVERY base of an ``--across-bundle``
pass gets the SAME schedule.
"""

from __future__ import annotations

import json
import shutil
from pathlib import Path
from typing import Any

import pytest
from pydantic import ValidationError

from portfolio_optimiser import okf, run
from portfolio_optimiser.ir import CostBaseline, CostBaselineLine
from portfolio_optimiser.simulation import ScriptedChatClient
from portfolio_optimiser.validator import Rejection, validate_proposal

_EXAMPLES = Path(__file__).resolve().parents[1] / "shared" / "examples"
#: A base that ships NO ``cost-baseline.json`` — the whole class this flag exists for.
_UNPRICED_SOURCE = _EXAMPLES / "bygg-energi-mikro"

_IR_PROJECTION = {
    "project_id": "P-KNOWLEDGE",
    "measure": "PLACEHOLDER - authored by this test to satisfy the bundle contract",
    "affected_items": [{"code": "KNOW-1", "quantity": 10, "unit_cost": 100.0}],
    "claimed_saving_nok": 500.0,
}


def _runnable(tmp_path: Path, *, name: str = "base") -> str:
    root = tmp_path / name
    shutil.copytree(_UNPRICED_SOURCE, root)
    (root / "validator-input.json").write_text(json.dumps(_IR_PROJECTION), encoding="utf-8")
    assert not (root / "cost-baseline.json").exists(), "the fixture must be UNPRICED"
    return str(root)


def _schedule(tmp_path: Path, *, name: str = "cost-baseline.json", **codes: float) -> str:
    """The PROJECT's own price schedule, written OUTSIDE every knowledge base — which is the whole
    point: ``safe_resolve`` guards the bundle door, and a project's schedule is legitimately not in
    a bundle."""
    path = tmp_path / name
    path.write_text(
        json.dumps(
            {
                "project_id": "P-KNOWLEDGE",
                "items": {
                    code: {"quantity": 10.0, "unit_cost": unit} for code, unit in codes.items()
                },
            }
        ),
        encoding="utf-8",
    )
    return str(path)


def _scripted(sink: list[str] | None = None) -> Any:
    return lambda role: ScriptedChatClient(sink=sink, role=role, default_reply="ok")


# --- (a)/(b)/(c)/(d)/(e) the library seam ---------------------------------------------------------


async def test_a_project_schedule_anchors_a_base_that_ships_none(tmp_path: Path) -> None:
    bundle_dir = _runnable(tmp_path)
    baseline = okf.load_cost_baseline_file(_schedule(tmp_path, RIGG=1000.0))

    report = await run.run_project(
        "P-KNOWLEDGE",
        "local",
        docs_dir=bundle_dir,
        bundle_dir=bundle_dir,
        cost_baseline=baseline,
        live_dry_run=True,
    )

    assert isinstance(report, run.DryRunReport)
    assert report.cost_baseline_anchored is True


async def test_control_without_the_schedule_the_same_base_is_unanchored(tmp_path: Path) -> None:
    """The discriminator for the arm above: the SAME base, the flag removed. Without this, "it is
    anchored" could be a property of the fixture rather than of the file."""
    bundle_dir = _runnable(tmp_path)

    report = await run.run_project(
        "P-KNOWLEDGE", "local", docs_dir=bundle_dir, bundle_dir=bundle_dir, live_dry_run=True
    )

    assert isinstance(report, run.DryRunReport)
    assert report.cost_baseline_anchored is False


def test_the_supplied_schedule_is_what_stage_0_judges_against() -> None:
    """The stamp says anchored; this says the anchoring DOES something.

    An implementation that read the file, stamped ``True`` and handed the validator ``None`` would
    pass every other arm here — the mutation the order names as (i). Stage 0 either refuses a code
    the project does not buy or it does not, and that is the only thing worth having.
    """
    baseline = CostBaseline(
        project_id="P-KNOWLEDGE",
        items={"RIGG": CostBaselineLine(quantity=10.0, unit_cost=1000.0)},
    )
    from portfolio_optimiser.ir import AffectedItem, SavingsProposal

    invented = SavingsProposal(
        project_id="P-KNOWLEDGE",
        measure="m",
        affected_items=[AffectedItem(code="INDEKS-01", quantity=10.0, unit_cost=1000.0)],
        claimed_saving_nok=100.0,
    )
    outcome = validate_proposal(invented, baseline=baseline)
    assert isinstance(outcome, Rejection)
    assert "cost baseline" in outcome.reason
    # The control: the SAME magnitudes on a code the project DOES buy are not refused by stage 0.
    real = SavingsProposal(
        project_id="P-KNOWLEDGE",
        measure="m",
        affected_items=[AffectedItem(code="RIGG", quantity=10.0, unit_cost=1000.0)],
        claimed_saving_nok=100.0,
    )
    second = validate_proposal(real, baseline=baseline)
    assert not (isinstance(second, Rejection) and "cost baseline" in second.reason)


async def test_two_sources_for_one_baseline_are_refused_at_the_library_seam(
    tmp_path: Path,
) -> None:
    """(d) Checked in ``run_project`` and not only in the CLI: the library takes the same two
    arguments, and a library caller must not reach a state the CLI refuses by name."""
    bundle_dir = _runnable(tmp_path)
    baseline = okf.load_cost_baseline_file(_schedule(tmp_path, RIGG=1000.0))

    with pytest.raises(ValueError, match="two sources for one baseline"):
        await run.run_project(
            "P-KNOWLEDGE",
            "local",
            docs_dir=bundle_dir,
            bundle_dir=bundle_dir,
            cost_baseline=baseline,
            derive_cost_baseline=True,
            live_dry_run=True,
        )


async def test_it_satisfies_the_anchoring_requirement(tmp_path: Path) -> None:
    """(e) ``--require-cost-baseline`` is the guarantee; this is one of the two ways to meet it."""
    bundle_dir = _runnable(tmp_path)
    baseline = okf.load_cost_baseline_file(_schedule(tmp_path, RIGG=1000.0))

    report = await run.run_project(
        "P-KNOWLEDGE",
        "local",
        docs_dir=bundle_dir,
        bundle_dir=bundle_dir,
        cost_baseline=baseline,
        require_cost_baseline=True,
        live_dry_run=True,
    )

    assert isinstance(report, run.DryRunReport)
    assert report.cost_baseline_anchored is True


# --- (f)/(g) the loader's error classes -----------------------------------------------------------


def test_a_missing_schedule_is_refused(tmp_path: Path) -> None:
    with pytest.raises(FileNotFoundError):
        okf.load_cost_baseline_file(str(tmp_path / "nope.json"))


def test_a_malformed_schedule_is_refused(tmp_path: Path) -> None:
    """``load_cost_baseline``'s own classes, and there is no tolerant twin: this path exists only
    because an operator NAMED a file, so degrading its absence would answer an explicit order with
    a silently un-anchored run."""
    bad = tmp_path / "bad.json"
    bad.write_text('{"project_id": "P", "items": {"X": {"quantity": -1, "unit_cost": 0}}}', "utf-8")
    with pytest.raises(ValidationError):
        okf.load_cost_baseline_file(str(bad))


def test_the_bundle_loader_still_parses_through_the_same_seam(tmp_path: Path) -> None:
    """ONE parse, two doors (kø-(p)). What differs is the RESOLUTION: ``safe_resolve`` stays on the
    bundle door alone, because a project's own schedule is legitimately outside every base."""
    base = tmp_path / "b"
    base.mkdir()
    (base / "cost-baseline.json").write_text(
        json.dumps({"project_id": "P", "items": {"X": {"quantity": 1, "unit_cost": 2}}}), "utf-8"
    )
    assert okf.load_cost_baseline(str(base)).items["X"].unit_cost == 2.0


# --- (h)/(i)/(j)/(k) four CLI refusals, each with an rc-0 control ----------------------------------


def test_cli_requires_a_knowledge_base(tmp_path: Path, capsys: pytest.CaptureFixture[str]) -> None:
    """(h) On the reference-project path the baseline IS ``Project.cost_items``, so a file there is
    a second source for one fact with nothing to break the tie (``--require-cost-baseline``'s
    reason)."""
    rc = run.main(["P1", "--docs-dir", "docs", "--cost-baseline", _schedule(tmp_path, RIGG=1000.0)])

    assert rc == 1
    assert "--cost-baseline" in capsys.readouterr().err


def test_cli_refuses_two_sources_by_name(
    tmp_path: Path, capsys: pytest.CaptureFixture[str]
) -> None:
    """(i) BY NAME so the operator hears WHICH two flags conflict, rather than a traceback."""
    bundle_dir = _runnable(tmp_path)
    schedule = _schedule(tmp_path, RIGG=1000.0)

    assert (
        run.main(
            [
                "P-KNOWLEDGE",
                "--bundle-dir",
                bundle_dir,
                "--cost-baseline",
                schedule,
                "--live-dry-run",
            ]
        )
        == 0
    ), "the control argv must be ACCEPTED"
    capsys.readouterr()

    rc = run.main(
        [
            "P-KNOWLEDGE",
            "--bundle-dir",
            bundle_dir,
            "--cost-baseline",
            schedule,
            "--derive-cost-baseline",
            "--live-dry-run",
        ]
    )

    assert rc == 1
    err = capsys.readouterr().err
    assert "--cost-baseline" in err and "--derive-cost-baseline" in err


def test_cli_is_refused_in_portfolio_mode(
    tmp_path: Path, capsys: pytest.CaptureFixture[str]
) -> None:
    """(j) A portfolio pass keys on PROJECTS, each already anchored by its own ``cost_items``, so
    ONE file could be right for at most one row out of N. BY NAME, its neighbours' reason."""
    rc = run.main(["--portfolio", "--cost-baseline", _schedule(tmp_path, RIGG=1000.0)])

    assert rc == 1
    assert "--portfolio" in capsys.readouterr().err


def test_cli_is_refused_in_report_mode(tmp_path: Path, capsys: pytest.CaptureFixture[str]) -> None:
    """(k) Report mode returns ABOVE every dispatch, so an omission from the allowlist is a SILENT
    DROP — the file would be accepted, nothing anchored, exit 0 (the F4 gap)."""
    ledger = tmp_path / "ledger.json"
    ledger.write_text("[]", encoding="utf-8")

    assert run.main(["--report", "--ledger", str(ledger)]) == 0, "the control argv must be ACCEPTED"
    capsys.readouterr()

    rc = run.main(
        ["--report", "--ledger", str(ledger), "--cost-baseline", _schedule(tmp_path, RIGG=1000.0)]
    )

    assert rc == 1
    assert "mode-exclusive" in capsys.readouterr().err


# --- (l)/(m) the CLI wiring and the notice --------------------------------------------------------


def test_cli_wiring_anchors_the_dry_run_and_says_so(
    tmp_path: Path, monkeypatch: pytest.MonkeyPatch, capsys: pytest.CaptureFixture[str]
) -> None:
    """(l)+(m) The flag must REACH ``run_project``, and the operator must be able to see that it
    did on the FREE trip. rc 0 alone proves neither, so the discriminators are the two lines: the
    un-anchored warning is GONE and the positive line names the file and the count."""
    monkeypatch.delenv("PORTFOLIO_MODEL_MAP", raising=False)
    bundle_dir = _runnable(tmp_path)
    argv = ["P-KNOWLEDGE", "--bundle-dir", bundle_dir, "--live-dry-run"]

    assert run.main(argv) == 0
    before = capsys.readouterr().out
    assert "Cost baseline: NONE in the bundle" in before
    assert "Cost baseline: 2 lines from" not in before

    schedule = _schedule(tmp_path, RIGG=1000.0, LISENS=250.0)
    assert run.main([*argv, "--cost-baseline", schedule]) == 0
    after = capsys.readouterr().out

    assert "Cost baseline: NONE in the bundle" not in after
    assert f"Cost baseline: 2 lines from {schedule}" in after


def test_the_notice_is_omitted_when_nobody_named_a_file() -> None:
    """Omission where it is unambiguous — there is exactly one way to supply a schedule, so
    silence means nobody did (``cost_baseline_notice``'s rule, kept)."""
    assert run.cost_baseline_source_notice(None, 0) is None
    assert run.cost_baseline_source_notice("x.json", 1) == (
        "  Cost baseline: 1 line from x.json — the validator's stage 0 reconciles every proposed "
        "cost line against this project's own schedule"
    )


# --- (n) every base of a multi-base pass ----------------------------------------------------------


async def test_every_base_of_an_across_bundle_pass_gets_the_same_schedule(
    tmp_path: Path, monkeypatch: pytest.MonkeyPatch
) -> None:
    """(n) ONE project has ONE price schedule, so it anchors EVERY base.

    The order's mutation (ii) is "only the first base gets it", and the assert is therefore per
    BASE: a recorder that stopped at the first call would pass on exactly that mutation — the
    vacuous-gate class this repo keeps measuring. Both calls are recorded and both must carry the
    SAME object, because two reads of one file is already one resolution too many (kø-(p)).
    """
    from portfolio_optimiser.mandate import Approach, Mandate

    first = _runnable(tmp_path, name="one")
    second = _runnable(tmp_path, name="two")
    baseline = okf.load_cost_baseline_file(_schedule(tmp_path, RIGG=1000.0))
    calls: list[dict[str, Any]] = []

    async def _recorder(project_id: str, profile: Any = "local", **kwargs: Any) -> Any:
        calls.append({"project_id": project_id, **kwargs})

        class _Stub:
            coverage: tuple[Any, ...] = ()
            provenance = None

        return _Stub()

    monkeypatch.setattr(run, "run_project", _recorder)

    mandate = Mandate(
        objective="o",
        success_criteria="s",
        approaches=[
            Approach(
                id="a1",
                label="one",
                affected_codes=["RIGG"],
                claimed_saving_nok=1.0,
                bundle_id="one",
            ),
            Approach(
                id="a2",
                label="two",
                affected_codes=["RIGG"],
                claimed_saving_nok=1.0,
                bundle_id="two",
            ),
        ],
    )
    await run.run_mandate_across_bundles(mandate, [first, second], "local", cost_baseline=baseline)

    assert len(calls) == 2, f"the dispatch ran {len(calls)} base(s), not two"
    assert [c["bundle_dir"] for c in calls] == [first, second]
    assert [c.get("cost_baseline") for c in calls] == [baseline, baseline], (
        "a base was dispatched without the project's own schedule"
    )
    # The control: without the flag, no base is handed one — so the arm above measures the flag
    # rather than a default.
    calls.clear()
    await run.run_mandate_across_bundles(mandate, [first, second], "local")
    assert [c.get("cost_baseline") for c in calls] == [None, None]