portfolio-optimiser/tests/test_row6_declaration_rule_loadbearing.py

"""Row 6 — a proposal whose approach declared no requirement cannot carry ``validated``.

Before this rule every numeric stage could pass and the run would stamp ``validated`` whether or
not anything in the knowledge base had been named as binding the direction. Measured on stress
round 6: three falsification arms validated, and every one of the ten validated approaches had only
run-level declarations — which a judge cannot attribute to any one approach.

What each arm pins:

(a) on the shipped micro base, where the debate holds ``declare_requirement``, a silent approach
    that used to validate is now ``unsupported`` — and so is the run's own proposal;
(b) a declaration filed under the approach's id is what lets it validate, and ONLY that approach;
(c) a requirement written into the mandate counts as the approach's own declaration;
(d) the declaration's quality is not judged: any requirement the run read is accepted;
(e) an id no approach carries is refused with the valid ids named, and nothing is recorded;
(f) ``unsupported`` is never counted, summed or selected as a success, yet the validator's own
    ruling is kept on the record (``provenance.validator_decision``) and in the artefact;
(g) with the rule inactive (no declaration rung offered) the old ruling stands;
(h) the judge reads the addressed declaration as the approach's own, a legacy one as ``run``.
"""

from __future__ import annotations

import json
from pathlib import Path
from typing import Any

import pytest

from portfolio_optimiser import okf, outbox, stress
from portfolio_optimiser.explore import DeclaredRequirement, navigator_tools, requirement_payload
from portfolio_optimiser.ir import AffectedItem, SavingsProposal
from portfolio_optimiser.mandate import Approach, BindingRequirement, Mandate, settle
from portfolio_optimiser.run import _evaluate_mandate, run_project
from portfolio_optimiser.simulation import scripted_factory
from portfolio_optimiser.validator import (
    UNSUPPORTED_REASON,
    Rejection,
    Unsupported,
    ValidatedProposal,
    rejection_stage,
)
from portfolio_optimiser.verdicts import VerdictStore

_BUNDLE = Path(__file__).resolve().parents[1] / "shared" / "examples" / "bygg-energi-mikro"
_BASE_ID = "bygg-energi-mikro"
_PID = "BYGG-KONTOR-NORD"
_REPLY = (
    '{"measure":"LED-retrofit av kontorbelysning","affected_items":'
    '[{"code":"ENERGI-TOTAL-EL","quantity":300000,"unit_cost":1.0}],"claimed_saving_nok":30000}'
)
_CHECKER = "Reasoning holds.\nVERDICT: APPROVE"
_CONCEPTS = [f.name for f in okf.navigate_bundle(str(_BUNDLE)).context_files]


def _mandate(**approach: Any) -> Mandate:
    return Mandate(
        objective="Kutt energikostnad",
        approaches=(Approach(id="a1", label="LED-retrofit", description="reason", **approach),),
    )


def _script(*declare_for: str, ref: str = "Krav 1.1-1") -> dict[str, Any]:
    steps: list[Any] = []
    if declare_for:
        steps += [
            {"call": "read_file", "args": {"bundle_id": _BASE_ID, "path": n}} for n in _CONCEPTS[:3]
        ]
        steps += [
            {
                "call": "declare_requirement",
                "args": {
                    "bundle_id": _BASE_ID,
                    "path": _CONCEPTS[0],
                    "ref": ref,
                    "approach_id": aid,
                },
            }
            for aid in declare_for
        ]
    return {"proposer": [*steps, _REPLY, _REPLY, _REPLY, _REPLY, _REPLY], "checker": _CHECKER}


async def _run(tmp_path: Path, script: dict[str, Any], mandate: Mandate) -> Any:
    return await run_project(
        _PID,
        "local",
        docs_dir=str(_BUNDLE),
        bundle_dir=str(_BUNDLE),
        store=VerdictStore(verdicts=[]),
        client_factory=scripted_factory(script, []),
        mandate=mandate,
        outbox_dir=str(tmp_path),
        run_id="r6",
    )


def _statuses(result: Any) -> dict[str, str]:
    return {row.id: row.status for row in result.coverage}


# ---------------------------------------------------------------------------------------------
# (a)-(d) the rule on the real run
# ---------------------------------------------------------------------------------------------


@pytest.mark.asyncio
async def test_a_silent_approach_on_the_micro_base_is_unsupported(tmp_path: Path) -> None:
    result = await _run(tmp_path, _script(), _mandate())
    assert _statuses(result) == {"a1": "unsupported", "own-proposal": "unsupported"}
    assert {row.detail for row in result.coverage} == {UNSUPPORTED_REASON}


@pytest.mark.asyncio
async def test_only_the_approach_that_declared_is_validated(tmp_path: Path) -> None:
    result = await _run(tmp_path, _script("a1"), _mandate())
    assert _statuses(result) == {"a1": "validated", "own-proposal": "unsupported"}
    debate = json.loads((tmp_path / "r6-debate.json").read_text(encoding="utf-8"))
    assert [r["approach_id"] for r in debate["requirements"]] == ["a1"]


@pytest.mark.asyncio
async def test_a_declaration_for_the_own_proposal_does_not_stand_in(tmp_path: Path) -> None:
    result = await _run(tmp_path, _script("own-proposal"), _mandate())
    assert _statuses(result) == {"a1": "unsupported", "own-proposal": "validated"}


@pytest.mark.asyncio
async def test_a_requirement_written_into_the_mandate_counts(tmp_path: Path) -> None:
    requirement = BindingRequirement(path=_CONCEPTS[0], ref="Krav 1.1-1")
    result = await _run(tmp_path, _script(), _mandate(requirement=requirement))
    assert _statuses(result)["a1"] == "validated"


@pytest.mark.asyncio
async def test_the_declarations_quality_is_not_judged(tmp_path: Path) -> None:
    result = await _run(tmp_path, _script("a1", ref="anything at all"), _mandate())
    assert _statuses(result)["a1"] == "validated"


# ---------------------------------------------------------------------------------------------
# (e) the address
# ---------------------------------------------------------------------------------------------


def _tool(approach_ids: list[str] | None) -> tuple[Any, list[DeclaredRequirement]]:
    opened: list[Any] = []
    declared: list[DeclaredRequirement] = []
    tools = navigator_tools(
        [str(_BUNDLE)], opened=opened, requirements=declared, approach_ids=approach_ids
    )
    from portfolio_optimiser.explore import ToolCall

    opened += [ToolCall(name="read_file", bundle_id=_BASE_ID, path=n) for n in _CONCEPTS[:3]]
    return {t.name: t for t in tools}["declare_requirement"], declared


def test_an_unknown_approach_id_is_refused_naming_the_valid_ones() -> None:
    tool, declared = _tool(["a1", "own-proposal"])
    reply = tool.func(bundle_id=_BASE_ID, path=_CONCEPTS[0], ref="K", approach_id="a9")
    assert reply["refusal"] == "UnknownApproach"
    assert "'a1'" in reply["refused"] and "'own-proposal'" in reply["refused"]
    assert declared == []
    ok = tool.func(bundle_id=_BASE_ID, path=_CONCEPTS[0], ref="K", approach_id="a1")
    assert ok["declared"] is True and ok["approach_id"] == "a1"
    assert declared == [
        DeclaredRequirement(bundle_id=_BASE_ID, path=_CONCEPTS[0], ref="K", approach_id="a1")
    ]


def test_without_a_commission_any_label_is_recorded_but_never_an_empty_one() -> None:
    tool, declared = _tool(None)
    assert tool.func(bundle_id=_BASE_ID, path=_CONCEPTS[0], ref="K", approach_id=" ")["refusal"]
    assert declared == []
    tool.func(bundle_id=_BASE_ID, path=_CONCEPTS[0], ref="K", approach_id="LED-retrofit")
    assert requirement_payload(declared) == [
        {"bundle_id": _BASE_ID, "path": _CONCEPTS[0], "ref": "K", "approach_id": "LED-retrofit"}
    ]


# ---------------------------------------------------------------------------------------------
# (f) never counted as a success; the validator's ruling kept
# ---------------------------------------------------------------------------------------------


@pytest.mark.asyncio
async def test_unsupported_is_never_a_success_but_keeps_the_validators_ruling(
    tmp_path: Path,
) -> None:
    result = await _run(tmp_path, _script(), _mandate())
    assert isinstance(result.outcome, Unsupported)
    assert not isinstance(result.outcome, ValidatedProposal)
    assert result.provenance.validator_decision == "validated"
    text = settle(result.coverage)
    assert "UNSUPPORTED" in text and "Validated: 0 of 2" in text
    artefact = json.loads((tmp_path / "r6-a1-outcome.json").read_text(encoding="utf-8"))
    assert artefact["outcome_type"] == "unsupported"
    assert artefact["reason"] == UNSUPPORTED_REASON
    assert artefact["p50"] > 0
    proposal = json.loads((tmp_path / "r6-a1-proposal.json").read_text(encoding="utf-8"))
    assert proposal["provenance"]["validator_decision"] == "validated"


def test_the_stage_label_names_the_new_falsifier() -> None:
    assert rejection_stage(UNSUPPORTED_REASON) == "unsupported"


def _validated() -> ValidatedProposal:
    proposal = SavingsProposal(
        project_id=_PID,
        measure="m",
        affected_items=[AffectedItem(code="X", quantity=10.0, unit_cost=10.0)],
        claimed_saving_nok=5.0,
    )
    return ValidatedProposal(proposal=proposal, p10=1.0, p50=2.0, p90=3.0, nominal_feasible=4.0)


def test_the_outcome_payload_carries_both_halves() -> None:
    v = _validated()
    payload = outbox.outcome_payload(
        Unsupported(proposal=v.proposal, reason=UNSUPPORTED_REASON, validated=v),
        checker_verdict="approve",
        verdict_id="k",
    )
    assert (payload["outcome_type"], payload["p90"]) == ("unsupported", 3.0)


# ---------------------------------------------------------------------------------------------
# (g) inactive rule
# ---------------------------------------------------------------------------------------------


@pytest.mark.asyncio
@pytest.mark.parametrize(
    ("declared", "status"), [(None, "validated"), ([], "unsupported")], ids=["inactive", "active"]
)
async def test_the_rule_acts_only_when_a_declaration_rung_was_offered(
    declared: list[DeclaredRequirement] | None, status: str
) -> None:
    v = _validated()

    async def evaluate(_approach: Approach | None) -> ValidatedProposal | Rejection:
        return v

    _, rows, _ = await _evaluate_mandate(
        Mandate(objective="o", approaches=(Approach(id="a1", label="l"),)),
        evaluate,
        declared=declared,
    )
    assert {r.id: r.status for r in rows} == {"a1": status, "own-proposal": status}


# ---------------------------------------------------------------------------------------------
# (h) the judge
# ---------------------------------------------------------------------------------------------


def test_the_judge_attributes_addressed_declarations_and_labels_legacy_ones() -> None:
    a1 = Approach(id="a1", label="l")
    new = [{"path": "p1", "approach_id": "a1"}, {"path": "p2", "approach_id": "own-proposal"}]
    assert stress._attributable(a1, new) == (("p1",), "approach")
    assert stress._attributable(Approach(id="a2", label="l"), new) == ((), "absent")
    assert stress._attributable(a1, [{"path": "p0"}]) == (("p0",), "run")


@pytest.mark.asyncio
async def test_a_run_offered_no_declaration_rung_keeps_the_validators_ruling(
    tmp_path: Path,
) -> None:
    """The road path holds no knowledge base, so no ``declare_requirement`` exists there: nothing
    could have been declared, and the rule stays out of it. Drives the REAL ``run_project`` —
    the arm above only proves ``_evaluate_mandate`` honours ``declared=None``, not that the run
    passes it."""
    from portfolio_optimiser.reference_domain import load_reference_projects
    from portfolio_optimiser.validator import proposal_for

    project = load_reference_projects()[0]
    reply = proposal_for(project, ["05.2", "03.1"], claimed_saving_nok=200_000).model_dump_json()
    docs = tmp_path / "docs"
    docs.mkdir()
    (docs / "kilde.md").write_text("Cost saving measure candidates for the project.\n", "utf-8")
    result = await run_project(
        project.id,
        "local",
        docs_dir=str(docs),
        store=VerdictStore(verdicts=[]),
        client_factory=scripted_factory({"proposer": reply, "checker": _CHECKER}, []),
        mandate=Mandate(
            objective="o", approaches=(Approach(id="a1", label="l"),), allow_own_proposals=False
        ),
    )
    assert _statuses(result) == {"a1": "validated"}