portfolio-optimiser/tests/test_okf.py

318 lines
15 KiB
Python

"""OKF bundle navigation (okf.py) — the framework-neutral, D7-portable context seam.
These tests pin the minimal navigation the Step-1 ExpeL wiring depends on: read ``index.md``,
follow intra-bundle cross-links, parse each file's frontmatter, classify by ``type``, and locate
the candidate IR projection. Robustness (OKF SPEC §4): broken links are tolerated, never raised.
No ``agent_framework``/``mcp`` import is allowed in ``okf`` — guarded by ``test_okf_is_maf_free``.
"""
from __future__ import annotations
import ast
import os
from pathlib import Path
import pytest
from portfolio_optimiser import okf
# Framework-neutral, D7-portable modules that must never import MAF/mcp (C2:
# the guard previously scanned only okf.py; dimension.py is now covered too).
_MAF_FREE_MODULES = [
"okf.py",
"dimension.py",
"outbox.py",
"costsim.py",
"hitl.py",
"notify.py",
"semretrieval.py",
]
BUNDLE_DIR = Path(__file__).resolve().parents[1] / "shared" / "examples" / "bygg-energi-mikro"
def test_navigate_classifies_every_typed_file() -> None:
"""The energi bundle resolves to its six typed OKF files (index + project + hypothesis +
methodology + reference + verdict), each carrying its declared ``type``."""
bundle = okf.navigate_bundle(str(BUNDLE_DIR))
types = {f.name: f.type for f in bundle.files}
assert types == {
"index.md": "index",
"bygg-kontor-nord.md": "project",
"tiltak-led-retrofit.md": "hypothesis",
"metode-ipmvp-a.md": "methodology",
"kilder-realiseringsgap.md": "reference",
"verdict-led-fro.md": "verdict",
}
def test_navigate_exposes_verdicts_and_hypothesis() -> None:
"""The navigation surfaces exactly one ``type: verdict`` file (the ExpeL seed) and the
candidate hypothesis — the two the Step-1 wiring keys on."""
bundle = okf.navigate_bundle(str(BUNDLE_DIR))
assert [f.name for f in bundle.verdicts] == ["verdict-led-fro.md"]
assert bundle.verdicts[0].frontmatter["realization_rate"] == "0.82"
assert bundle.hypothesis is not None
assert bundle.hypothesis.name == "tiltak-led-retrofit.md"
def test_navigate_index_summary_is_progressive_disclosure() -> None:
"""``index_summary`` is the index body (the progressive-disclosure entry point), not stuffing
the whole bundle."""
bundle = okf.navigate_bundle(str(BUNDLE_DIR))
assert "progressiv disclosure" in bundle.index_summary.lower()
def test_bundle_context_excludes_verdict_layer() -> None:
"""Fase 2b LOAD-BEARING (okf level): ``bundle_context`` renders the concept files for the agent
prompt but EXCLUDES the ``type: verdict`` file, so the realization signal reaches a prompt only
via the gated ExpeL fold — never by stuffing it into the read-context (målbilde §2/§4)."""
bundle = okf.navigate_bundle(str(BUNDLE_DIR))
assert {f.type for f in bundle.context_files} == {
"project",
"hypothesis",
"methodology",
"reference",
}
context = okf.bundle_context(bundle)
assert "0.82" not in context # the verdict's realization signal is NOT stuffed in
assert (
bundle.verdicts[0].frontmatter["realization_rate"] == "0.82"
) # though it IS in the bundle
assert "## hypothesis:" in context # concept files ARE rendered (progressive disclosure)
assert "progressiv disclosure" in context.lower() # the index summary is the entry point
def _dimension_bundle(tmp_path) -> str:
(tmp_path / "index.md").write_text(
"---\ntype: index\n---\n\n# Bundle\n\n"
"- [energi](energi-method.md)\n"
"- [asfalt](asfalt-method.md)\n"
"- [shared](shared-note.md)\n"
"- [verdict](verdict-x.md)\n",
encoding="utf-8",
)
(tmp_path / "energi-method.md").write_text(
"---\ntype: methodology\ndimension: energi\n---\n\nENERGI-SENTINEL body\n", encoding="utf-8"
)
(tmp_path / "asfalt-method.md").write_text(
"---\ntype: methodology\ndimension: asfalt\n---\n\nASFALT-SENTINEL body\n", encoding="utf-8"
)
(tmp_path / "shared-note.md").write_text(
"---\ntype: reference\n---\n\nSHARED-SENTINEL body\n", encoding="utf-8"
)
(tmp_path / "verdict-x.md").write_text(
"---\ntype: verdict\ndimension: energi\n---\n\nVERDICT-SENTINEL body\n", encoding="utf-8"
)
return str(tmp_path)
def test_bundle_context_dimension_filter(tmp_path) -> None:
"""SC7 forutsetning: with ``dimension="energi"`` only energi-marked + unmarked concept files
render; an asfalt-marked file is omitted. ``dimension=None`` is byte-identical to the no-arg
call (backward compat — protects the verdict-exclusion + step7/8 load-bearing tests).
``type: verdict`` stays excluded in every case."""
bundle = okf.navigate_bundle(_dimension_bundle(tmp_path))
scoped = okf.bundle_context(bundle, dimension="energi")
assert "ENERGI-SENTINEL" in scoped # energi-marked concept file rendered
assert "SHARED-SENTINEL" in scoped # unmarked knowledge is never dropped
assert "ASFALT-SENTINEL" not in scoped # other-dimension file filtered out
assert "VERDICT-SENTINEL" not in scoped # verdict layer still excluded
default = okf.bundle_context(bundle)
assert okf.bundle_context(bundle, dimension=None) == default # None == today, byte-identical
assert "ASFALT-SENTINEL" in default # no filter -> asfalt present
assert "VERDICT-SENTINEL" not in default # verdict still excluded
def test_navigate_tolerates_broken_links(tmp_path) -> None:
"""OKF SPEC §4: a consumer MUST tolerate broken links. An index linking a missing file
navigates without raising, simply omitting the absent target."""
(tmp_path / "index.md").write_text(
"---\ntype: index\n---\n\nSee [gone](missing.md) and [here](real.md).\n",
encoding="utf-8",
)
(tmp_path / "real.md").write_text("---\ntype: project\n---\n\nbody\n", encoding="utf-8")
bundle = okf.navigate_bundle(str(tmp_path))
names = {f.name for f in bundle.files}
assert names == {"index.md", "real.md"} # missing.md silently skipped, no raise
def test_navigate_skips_null_byte_link(tmp_path) -> None:
"""OKF SPEC §4 (okf.py:8-9): a broken link is NEVER raised. A link target carrying an embedded
null byte has no path separator, so it slips past the ``/`` pre-filter and reaches path
resolution, where ``os.path.realpath`` raises ``ValueError`` — which MUST be absorbed
fail-closed (skipped), not propagated out of ``navigate_bundle``."""
(tmp_path / "index.md").write_text(
"---\ntype: index\n---\n\nSee [bad](a\x00b.md) and [ok](real.md).\n",
encoding="utf-8",
)
(tmp_path / "real.md").write_text("---\ntype: project\n---\n\nbody\n", encoding="utf-8")
bundle = okf.navigate_bundle(str(tmp_path)) # must not raise
names = {f.name for f in bundle.files}
assert names == {"index.md", "real.md"} # null-byte target silently skipped
def test_navigate_skips_bundle_escaping_symlink_link(tmp_path) -> None:
"""OKF SPEC §4 + fail-closed path-safety: a same-dir link whose target is a symlink escaping the
bundle is skipped (``safe_resolve`` raises ``PathSecurityError`` -> ``_load_file`` -> None),
never read. Closes the untested path-safety-at-link-resolution branch of ``navigate_bundle``."""
outside = tmp_path / "outside.md"
outside.write_text("---\ntype: secret\n---\n\nEXFIL\n", encoding="utf-8")
bundle_dir = tmp_path / "bundle"
bundle_dir.mkdir()
(bundle_dir / "index.md").write_text(
"---\ntype: index\n---\n\nSee [escape](evil.md).\n", encoding="utf-8"
)
os.symlink(str(outside), str(bundle_dir / "evil.md"))
bundle = okf.navigate_bundle(str(bundle_dir))
names = {f.name for f in bundle.files}
assert names == {"index.md"} # escaping symlink target refused, never navigated
assert all("EXFIL" not in f.body for f in bundle.files)
def test_load_ir_projection_returns_candidate_ir() -> None:
"""The bundle's IR projection (``validator-input.json``) is the candidate measure's cost-IR —
the pre-hypothesis ExpeL query key source."""
ir = okf.load_ir_projection(str(BUNDLE_DIR))
assert ir["project_id"] == "BYGG-KONTOR-NORD"
assert [a["code"] for a in ir["affected_items"]] == ["ENERGI-TOTAL-EL"]
assert ir["claimed_saving_nok"] == 30000
def test_parse_frontmatter_reads_scalar_fields() -> None:
"""The minimal frontmatter reader returns the leading ``---`` block as key:value strings."""
fm = okf.parse_frontmatter(BUNDLE_DIR / "verdict-led-fro.md")
assert fm["type"] == "verdict"
assert fm["decision"] == "approved_with_adjustment"
def test_render_frontmatter_roundtrips_consumed_fields(tmp_path) -> None:
"""Step-8 writer: ``render_frontmatter`` + ``write_concept_file`` emit a block that
``parse_frontmatter`` re-reads with the fields ``seed_store_from_bundle`` consumes
(``type``, ``decision``, ``description``) intact. NOT a bijection — only these scalar fields
are guaranteed to survive write -> read."""
fm = {
"type": "verdict",
"decision": "approved",
"description": "LED-retrofit godkjent (realiseringsgrad=0.57)",
"verdict_id": "abc123",
}
okf.write_concept_file(str(tmp_path), "promoted-verdict-abc123.md", fm, "body prose\n")
parsed = okf.parse_frontmatter(tmp_path / "promoted-verdict-abc123.md")
assert parsed["type"] == "verdict"
assert parsed["decision"] == "approved"
assert parsed["description"] == "LED-retrofit godkjent (realiseringsgrad=0.57)"
assert parsed["verdict_id"] == "abc123"
def test_render_frontmatter_single_lines_scalars(tmp_path) -> None:
"""A multi-line rationale must NOT corrupt the line-oriented frontmatter block (parse stops at
``---``). Newlines in a scalar value are flattened to spaces, so every following key survives."""
fm = {
"type": "verdict",
"description": "line one\nline two\n---\nnot a delimiter",
"decision": "approved",
}
okf.write_concept_file(str(tmp_path), "f.md", fm, "body\n")
parsed = okf.parse_frontmatter(tmp_path / "f.md")
assert "\n" not in parsed["description"]
assert parsed["decision"] == "approved" # the trailing key was NOT lost to a spurious ---
def _minimal_bundle(tmp_path) -> str:
(tmp_path / "index.md").write_text(
"---\ntype: index\n---\n\n# Bundle\n\n- [proj](bygg.md)\n", encoding="utf-8"
)
(tmp_path / "bygg.md").write_text("---\ntype: project\n---\n\nbody\n", encoding="utf-8")
return str(tmp_path)
def test_link_in_index_makes_concept_file_navigable(tmp_path) -> None:
"""Step-8 writer: a file written into a bundle is reachable by ``navigate_bundle`` only after
``link_in_index`` adds an intra-bundle cross-link the navigator follows (``_LINK_RE``)."""
bundle_dir = _minimal_bundle(tmp_path)
fm = {"type": "verdict", "decision": "approved", "description": "d"}
okf.write_concept_file(bundle_dir, "promoted-verdict-x.md", fm, "body\n")
assert "promoted-verdict-x.md" not in {f.name for f in okf.navigate_bundle(bundle_dir).files}
added = okf.link_in_index(bundle_dir, "promoted-verdict-x.md", "Promotert")
assert added is True
bundle = okf.navigate_bundle(bundle_dir)
assert "promoted-verdict-x.md" in {f.name for f in bundle.files}
assert [f.name for f in bundle.verdicts] == ["promoted-verdict-x.md"]
def test_link_in_index_is_idempotent(tmp_path) -> None:
"""Linking the same target twice adds exactly one bullet (returns ``False`` the second time) —
so re-promoting an existing verdict does not double-link the index."""
bundle_dir = _minimal_bundle(tmp_path)
assert okf.link_in_index(bundle_dir, "promoted-verdict-x.md", "A") is True
assert okf.link_in_index(bundle_dir, "promoted-verdict-x.md", "B") is False
body = (tmp_path / "index.md").read_text(encoding="utf-8")
assert body.count("(promoted-verdict-x.md)") == 1
def test_link_in_index_success_preserves_existing_bytes_and_order(tmp_path) -> None:
"""LOAD-BEARING (ingest-spec §6 byte-preservation, Step-8 promotion invariant): on the SUCCESS
path (a link IS added), ``link_in_index`` preserves the pre-existing index byte-for-byte AND in
order, appending ONLY the new bullet. Existing coverage asserts byte-equality solely on the
REFUSAL path (``test_step8_promotion_loadbearing.py`` Test A) and mere line MEMBERSHIP elsewhere,
so a writer that kept every link but reordered/rewrote the existing body would pass the whole
suite. The existing links are deliberately NON-sorted so a reordering mutation (e.g. ``sorted``)
flips this RED."""
original = (
"---\ntype: index\n---\n\n# Bundle\n\n"
"- [zeta](zeta.md)\n- [alpha](alpha.md)\n- [mid](mid.md)\n"
)
(tmp_path / "index.md").write_text(original, encoding="utf-8")
added = okf.link_in_index(str(tmp_path), "promoted-verdict-x.md", "Promotert")
assert added is True
result = (tmp_path / "index.md").read_text(encoding="utf-8")
assert result == original + "- [Promotert](promoted-verdict-x.md)\n"
def _dynamic_import_targets(node: ast.Call) -> list[str]:
"""Name any dynamic-import call: ``__import__(...)`` or ``<anything>.import_module(...)``.
Shared by the MAF-free guard here and the no-network guard in
``tests/test_semretrieval_loadbearing.py`` — both walk imports statically, and both are blind
to a dynamic import by construction."""
func = node.func
if isinstance(func, ast.Name) and func.id == "__import__":
return ["__import__"]
if isinstance(func, ast.Attribute) and func.attr == "import_module":
return ["import_module"]
return []
@pytest.mark.parametrize("module_name", _MAF_FREE_MODULES)
def test_okf_is_maf_free(module_name: str) -> None:
"""D7 portability: each framework-neutral module IMPORTS no ``agent_framework`` / ``mcp`` (a
docstring may name them to document the constraint, exactly as ``retrieval.py`` does) — checked
via the AST, not a raw substring, so the prose claim doesn't trip the guard. Parametrized over
``_MAF_FREE_MODULES`` so ``dimension.py`` is guarded alongside ``okf.py`` (C2)."""
src = (
Path(__file__).resolve().parents[1] / "src" / "portfolio_optimiser" / module_name
).read_text(encoding="utf-8")
imported: list[str] = []
dynamic: list[str] = []
for node in ast.walk(ast.parse(src)):
if isinstance(node, ast.Import):
imported += [a.name for a in node.names]
elif isinstance(node, ast.ImportFrom):
imported.append(node.module or "")
elif isinstance(node, ast.Call):
dynamic += _dynamic_import_targets(node)
forbidden = [m for m in imported if m.split(".")[0] in {"agent_framework", "mcp"}]
assert forbidden == [], f"{module_name} must not import MAF/mcp, found: {forbidden}"
# A RATCHET, green today: none of these modules imports ``importlib`` or calls ``__import__``.
# The sweep above walks only ``ast.Import``/``ast.ImportFrom``, so a single
# ``importlib.import_module("portfolio_optimiser.verdicts")`` would sail straight past it and
# pull MAF into a module this guard certifies as MAF-free. Any dynamic import is refused
# outright rather than argument-inspected: a computed target cannot be judged statically.
assert dynamic == [], (
f"{module_name} performs dynamic import(s) {dynamic} — the MAF-free guard is a STATIC "
"check and cannot see through them; use a normal import so it stays enforceable"
)