feat(harness): phase.py rewrite + effective_decisions (D15 core fix, F2)

The single most important architectural fix vs ChironeWp3: ALL helpers consult
effective_decisions() instead of raw list_decisions(), so the reopen-aware view is
consistent everywhere (fixes the bug where approved_ctes/advance_problems conflated
stale pre-reopen decisions with new ones).

Model (corrected during TDD):
- current_phase folds the audit (excluding retracted) with guard 'n == cur' --
  already reopen-aware (old phase_approved:N after reopen to M<N don't advance).
- effective_decisions = decisions whose phase <= current_phase. A sql_approved at
  phase 7 is stale when current_phase=4 after a rollback to F4, even if in the ledger.
  Rollback to F4 does NOT invalidate decisions of phases 1-3 (they stay effective).
- decision_retracted markers excluded (audit-only).

Also: session/models.py ported (SchemaLinking + Candidate with grounded_values D14a
+ concept_formulas D14b). MAX_PHASE/PHASE_NAMES read from workflow.yaml via
load_workflow() (no duplication). Strada 2: ladder if-phase-N kept for now,
generic prerequisites evaluator (F2 full) deferred.

7 phase tests + 20 total passing.
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"""Phase machinery -- data-driven + effective_decisions (spec D15, F2, §4.8).
This is the single most important architectural fix vs ChironeWp3: ALL helpers
consult effective_decisions() instead of raw list_decisions(), so the reopen-aware
view is consistent everywhere (fixes the bug where approved_ctes / advance_problems /
build_evidence conflated stale pre-reopen decisions with new ones).
Strada 2 (decisa in A5): effective_decisions + ladder if-phase-N che la consulta,
MAX_PHASE/PHASE_NAMES letti da workflow.yaml. L'evaluator generico dei prerequisites
di workflow.yaml (F2 pieno) entra in un secondo momento.
"""
from __future__ import annotations
import json
from pathlib import Path
from pydantic import ValidationError
from nsp.decisions import DecisionRecord, list_decisions
from nsp.session.models import SchemaLinking
from nsp.workflow import load_workflow
def _phase_num(subject: str) -> int | None:
"""subject nel formato 'phase:N' -> N, oppure None."""
if not subject.startswith("phase:"):
return None
try:
return int(subject.split(":", 1)[1])
except ValueError:
return None
def _audit_excluding_retracted(session_dir: Path) -> list[DecisionRecord]:
"""Tutto il ledger (append-only) tranne le decisioni ritirate e i marker di ritrazione.
Base per il fold di current_phase: il guard 'n == cur' del fold e' gia' reopen-aware
(una phase_approved:N dopo un reopen a M<N non fa avanzare perche' cur!=N)."""
all_d = list_decisions(session_dir)
retracted_seqs = {
d.retracts for d in all_d if d.type == "decision_retracted" and d.retracts is not None
}
return [
d
for d in all_d
if d.seq not in retracted_seqs and d.type != "decision_retracted"
]
def current_phase(session_dir: Path) -> int:
"""Fase corrente come fold cronologico sull'audit (con ritirate escluse).
cur parte da 1; ogni phase_approved/phase_auto_approved per la fase CORRENTE avanza
(guard 'n == cur' -- gia' reopen-aware: dopo un reopen a M, le vecchie approvazioni
di N>M non fanno avanzare finche' non si riapprova in ordine); phase_reopened torna
indietro. Terminale: max_phase + 1.
"""
wf = load_workflow()
max_plus_one = wf.max_phase + 1
cur = 1
for d in _audit_excluding_retracted(session_dir):
n = _phase_num(d.subject)
if n is None:
continue
if d.type in ("phase_approved", "phase_auto_approved") and n == cur:
cur = min(cur + 1, max_plus_one)
elif d.type == "phase_reopened":
cur = max(1, min(cur, n))
return cur
def effective_decisions(session_dir: Path) -> list[DecisionRecord]:
"""La vista canonica 'effective as of pointer'. TUTTI gli helper non-fold devono usare questa.
Semantica: una decisione e' effective se appartiene a una fase <= current_phase.
Una decisione di fase 7 (es. sql_approved) e' stale quando current_phase=4 dopo un
rollback a F4, anche se fisicamente appare nel ledger.
Il fold di current_phase gestisce le *approvazioni* via guard 'n == cur'; qui
applichiamo la stessa nozione alle decisioni *sostanziali* (table_promoted, sql_approved,
cte_approved, ...): contano solo se la loro fase e' <= quella corrente.
Inoltre esclude le decisioni ritirate (decision_retracted) e i marker stessi.
"""
cur = current_phase(session_dir)
out: list[DecisionRecord] = []
for d in _audit_excluding_retracted(session_dir):
n = _phase_num(d.subject)
# decisioni senza subject di fase (es. concept_clarified puo' avere subject libero):
# le ammettiamo (non sono legate a una fase specifica da filtrare).
if n is None or n <= cur:
out.append(d)
return out
# --- AUTO-ADVANCE -----------------------------------------------------------
_AUTO_ADVANCE_PHASES = frozenset({2, 6}) # F2 Memorie, F6 CTE
_BOUNDARY_TYPES = frozenset({"phase_approved", "phase_auto_approved", "phase_reopened"})
_META_TYPES = frozenset(
{"phase_approved", "phase_auto_approved", "phase_reopened", "phase_skipped"}
)
def substantive_count_current_phase(session_dir: Path) -> int:
"""Numero di decisioni sostanziali dall'ultimo confine di fase (vista effective)."""
decs = effective_decisions(session_dir)
start = 0
for i, d in enumerate(decs):
if d.type in _BOUNDARY_TYPES:
start = i + 1
return sum(1 for d in decs[start:] if d.type not in _META_TYPES)
def auto_advance_eligible(session_dir: Path) -> bool:
"""Vero sse la fase corrente puo' auto-avanzare (zero decisioni sostanziali + prereq ok)."""
cur = current_phase(session_dir)
if cur not in _AUTO_ADVANCE_PHASES:
return False
if substantive_count_current_phase(session_dir) > 0:
return False
return not advance_problems(session_dir, cur)
# --- CTE helpers (consultano effective_decisions) ---------------------------
CTE_PLAN_FILE = "cte_plan.json"
def cte_plan(session_dir: Path) -> list[str]:
path = session_dir / CTE_PLAN_FILE
if not path.exists():
return []
return json.loads(path.read_text())
def approved_ctes(session_dir: Path) -> set[str]:
"""Insieme dei CTE approvati, dalla vista effective (esclude stale post-reopen)."""
return {d.subject for d in effective_decisions(session_dir) if d.type == "cte_approved"}
def next_cte(session_dir: Path) -> str | None:
approved = approved_ctes(session_dir)
for name in cte_plan(session_dir):
if name not in approved:
return name
return None
# --- advance_problems (ladder if-phase-N che consulta effective_decisions) ---
def _has_decision(session_dir: Path, type_: str) -> bool:
return any(d.type == type_ for d in effective_decisions(session_dir))
def _has_decision_subject(session_dir: Path, type_: str, subject: str) -> bool:
return any(
d.type == type_ and d.subject == subject
for d in effective_decisions(session_dir)
)
def advance_problems(session_dir: Path, phase: int) -> list[str]:
"""Prerequisiti minimi per chiudere `phase` (lista vuota = ok).
Ladder if-phase-N (Strada 2): la logica specifica resta, ma ogni lettura passa per
effective_decisions (fix D15). I prerequisiti sono anche documentati in workflow.yaml;
l'evaluator generico (F2 pieno) entra in un secondo momento.
"""
problems: list[str] = []
if phase == 3 and not _has_decision(session_dir, "question_rewritten"):
problems.append("manca la decisione question_rewritten (Fase 3)")
if phase == 5:
path = session_dir / "schema_linking.json"
if not path.exists():
problems.append("schema_linking.json assente (Fase 5)")
else:
try:
SchemaLinking.model_validate(json.loads(path.read_text()))
except (json.JSONDecodeError, ValidationError) as e:
problems.append(f"schema_linking.json non valido (Fase 5): {e}")
if phase == 6 and not _has_decision_subject(session_dir, "phase_skipped", "phase:6"):
plan = cte_plan(session_dir)
if not plan:
problems.append(
"Fase 6: nessun piano CTE (cte_plan.json) e nessun salto esplicito. "
"Approva un piano (reviewer_confirm kind:'cte_plan') oppure salta la Fase 6 "
"registrando una decisione phase_skipped subject phase:6."
)
else:
nc = next_cte(session_dir)
if nc is not None:
problems.append(f"CTE non ancora approvato: {nc} (Fase 6)")
if phase == 7 and not _has_decision(session_dir, "sql_approved"):
problems.append("manca la decisione sql_approved (Fase 7)")
if phase == 8 and not any(
d.type in ("datamart_requested", "datamart_declined")
for d in effective_decisions(session_dir)
):
problems.append(
"Fase 8: nessuna risposta sulla generazione dbt del datamart "
"(manca una decisione datamart_requested o datamart_declined)."
)
return problems
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from datetime import datetime
from typing import Literal
from pydantic import BaseModel, Field, ConfigDict
# Stub locale di _YamlModel (in ChironeWp3 vive in mschema/models.py).
# Qui serve solo come base con populate_by_name; mschema/ sara' portato nel Task A9.
class _YamlModel(BaseModel):
model_config = ConfigDict(populate_by_name=True)
class SessionManifest(_YamlModel):
id: str
created_at: datetime
status: Literal["open", "closed", "finalized"] = "open"
question: str
database: str
db_schema: str = Field(alias="schema")
# D12/D15: autore della sessione (auth) e versione del workflow usato.
author: str | None = None
summary: str | None = None
updated_at: datetime | None = None
updated_by: str | None = None
schema_version: int | None = None
class Candidate(BaseModel):
kind: Literal["table", "column"]
name: str
signals: dict = {}
evidence: list[str] = []
decision: Literal["promoted", "excluded", "pending"] = "pending"
decision_seq: int | None = None
# D14a: valori citati nella domanda ancorati a questa colonna/tabella.
grounded_values: list[dict] = []
class Join(BaseModel):
from_: str = Field(alias="from")
to: str
source: str = ""
decision: Literal["promoted", "excluded", "pending"] = "promoted"
decision_seq: int | None = None
model_config = {"populate_by_name": True}
class ExcludedItem(BaseModel):
kind: Literal["table", "column"]
name: str
decision_seq: int | None = None
class SchemaLinking(BaseModel):
question: str
candidates: list[Candidate] = []
joins: list[Join] = []
excluded: list[ExcludedItem] = []
open_questions: list[str] = []
# D14b: formule di concetto approvate, parte dello schema-linking.
concept_formulas: list[dict] = []
model_config = {"extra": "forbid"}
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from nsp.decisions import append_decision, DecisionRecord
from nsp.phase import current_phase, effective_decisions
def _d(session, dtype, subject, **kw) -> DecisionRecord:
"""Helper: appendi una decisione e ritorna la record (per leggere .seq)."""
return append_decision(
session, type=dtype, subject=subject,
detail=kw.get("detail", ""), rationale=kw.get("rationale", ""),
retracts=kw.get("retracts"),
)
def test_effective_decisions_excludes_stale_high_phase(tmp_path):
"""Dopo un phase_reopened a fase bassa, una decisione di fase alta e' stale (excluded).
Sequenza: approva 1, approva 2, reopen a 1, poi table_promoted:4.
current_phase diventa 1 (il reopen). La table_promoted:4 e' di fase 4 > 1 -> stale.
"""
s = tmp_path / "s"; s.mkdir()
_d(s, "phase_approved", "phase:1")
_d(s, "phase_approved", "phase:2")
_d(s, "phase_reopened", "phase:1")
_d(s, "table_promoted", "phase:4") # stale: fase 4 > current_phase(1)
assert current_phase(s) == 1
eff = effective_decisions(s)
types = [d.type for d in eff]
assert "table_promoted" not in types # la stale di fase 4 e' esclusa
def test_current_phase_after_reopen(tmp_path):
"""Il fold su audit-excluding-retracted gestisce correttamente il reopen e le ri-approvazioni."""
s = tmp_path / "s"; s.mkdir()
_d(s, "phase_approved", "phase:1")
_d(s, "phase_approved", "phase:2")
assert current_phase(s) == 3 # dopo 2 approvazioni -> fase 3
_d(s, "phase_reopened", "phase:1")
assert current_phase(s) == 1
_d(s, "phase_approved", "phase:1") # ri-approva dopo reopen (legittima, NON stale)
assert current_phase(s) == 2
def test_retracted_decision_excluded_from_effective(tmp_path):
"""Una decisione ritirata (decision_retracted) e' esclusa dalla vista effective."""
s = tmp_path / "s"; s.mkdir()
d1 = _d(s, "table_promoted", "phase:4", detail="t1")
_d(s, "decision_retracted", "phase:4", retracts=d1.seq)
# senza approvazioni di fase, current_phase=1; table_promoted:4 e' gia' > 1.
# Ma anche a fase 4 raggiunta, la ritirata NON deve ricomparire.
_d(s, "phase_approved", "phase:1")
_d(s, "phase_approved", "phase:2")
_d(s, "phase_approved", "phase:3")
_d(s, "phase_approved", "phase:4")
assert current_phase(s) == 5
eff = effective_decisions(s)
seqs = [d.seq for d in eff]
assert d1.seq not in seqs # la ritirata e' esclusa
types = [d.type for d in eff]
assert "decision_retracted" not in types # il marker stesso non conta
def test_current_phase_starts_at_1(tmp_path):
s = tmp_path / "s"; s.mkdir()
assert current_phase(s) == 1
def test_current_phase_clamps_at_max_plus_1(tmp_path):
"""Dopo tutte le approvazioni, current_phase = max_phase + 1."""
s = tmp_path / "s"; s.mkdir()
for n in range(1, 9):
_d(s, "phase_approved", f"phase:{n}")
assert current_phase(s) == 9 # max_phase(8) + 1
def test_effective_keeps_low_phase_after_high_phase_rollback(tmp_path):
"""Rollback a F4 NON invalida le decisioni delle fasi 1-3 (che restano <= current_phase)."""
s = tmp_path / "s"; s.mkdir()
_d(s, "concept_clarified", "phase:1", detail="x")
_d(s, "question_rewritten", "phase:3", detail="q")
_d(s, "table_promoted", "phase:4", detail="t")
_d(s, "sql_approved", "phase:7", detail="sql") # sara' stale dopo rollback
for n in range(1, 8):
_d(s, "phase_approved", f"phase:{n}")
assert current_phase(s) == 8
# ora rollback a F4
_d(s, "phase_reopened", "phase:4")
assert current_phase(s) == 4
eff = effective_decisions(s)
types_subjects = [(d.type, d.subject) for d in eff]
# le decisioni di fase <= 4 restano
assert ("concept_clarified", "phase:1") in types_subjects
assert ("question_rewritten", "phase:3") in types_subjects
assert ("table_promoted", "phase:4") in types_subjects
# la decisione di fase 7 (sql_approved) e' ora stale -> esclusa
assert ("sql_approved", "phase:7") not in types_subjects
def test_effective_decisions_no_reopen_returns_all_non_retracted(tmp_path):
"""Senza reopen e senza retract, effective = tutte le decisioni (della fase corrente)."""
s = tmp_path / "s"; s.mkdir()
_d(s, "concept_clarified", "phase:1", detail="x")
_d(s, "phase_approved", "phase:1")
assert current_phase(s) == 2
eff = effective_decisions(s)
assert len(eff) == 2