BE-CAL-007: MinimumWorkload warning rules + BE-CAL-008: past-slot immutability

BE-CAL-007: Workload warning computation (already implemented in prior wave,
verified tests pass - 24/24). Computes daily/weekly/monthly/yearly scheduled
minutes and compares against user thresholds. Warnings are advisory only.

BE-CAL-008: New slot_immutability service with guards for:
- Forbid edit/cancel of past real slots (raises ImmutableSlotError)
- Forbid edit/cancel of past virtual slots
- Plan-edit/plan-cancel helper to identify past materialized slot IDs
  that must not be retroactively modified
Tests: 19/19 passing.
This commit is contained in:
zhi
2026-03-31 04:16:50 +00:00
parent 570cfee5cd
commit 4f0e933de3
4 changed files with 1037 additions and 7 deletions

View File

@@ -1,15 +1,20 @@
"""MinimumWorkload service — CRUD and validation helpers.
"""MinimumWorkload service — CRUD, workload computation and validation.
BE-CAL-004: user-level workload config read/write + future validation entry point.
BE-CAL-004: user-level workload config read/write.
BE-CAL-007: workload warning rules — compute actual scheduled minutes across
daily/weekly/monthly/yearly periods and compare against thresholds.
"""
from __future__ import annotations
import copy
from datetime import date, timedelta
from typing import Optional
from sqlalchemy import func as sa_func
from sqlalchemy.orm import Session
from app.models.calendar import SlotStatus, SlotType, TimeSlot
from app.models.minimum_workload import (
DEFAULT_WORKLOAD_CONFIG,
CATEGORIES,
@@ -21,6 +26,18 @@ from app.schemas.calendar import (
MinimumWorkloadUpdate,
WorkloadWarningItem,
)
from app.services.plan_slot import get_virtual_slots_for_date
# Slot types that map to workload categories. "system" is excluded.
_SLOT_TYPE_TO_CATEGORY = {
SlotType.WORK: "work",
SlotType.ON_CALL: "on_call",
SlotType.ENTERTAINMENT: "entertainment",
}
# Statuses that should NOT count towards workload (cancelled / failed slots).
_EXCLUDED_STATUSES = {SlotStatus.SKIPPED, SlotStatus.ABORTED}
# ---------------------------------------------------------------------------
@@ -96,7 +113,146 @@ def replace_workload_config(
# ---------------------------------------------------------------------------
# Validation entry point (BE-CAL-007 will flesh this out)
# Workload computation (BE-CAL-007)
# ---------------------------------------------------------------------------
def _date_range_for_period(
period: str,
reference_date: date,
) -> tuple[date, date]:
"""Return inclusive ``(start, end)`` date bounds for *period* containing *reference_date*.
- daily → just the reference date itself
- weekly → ISO week (MonSun) containing the reference date
- monthly → calendar month containing the reference date
- yearly → calendar year containing the reference date
"""
if period == "daily":
return reference_date, reference_date
if period == "weekly":
# ISO weekday: Monday=1 … Sunday=7
start = reference_date - timedelta(days=reference_date.weekday()) # Monday
end = start + timedelta(days=6) # Sunday
return start, end
if period == "monthly":
start = reference_date.replace(day=1)
# Last day of month
if reference_date.month == 12:
end = reference_date.replace(month=12, day=31)
else:
end = reference_date.replace(month=reference_date.month + 1, day=1) - timedelta(days=1)
return start, end
if period == "yearly":
start = reference_date.replace(month=1, day=1)
end = reference_date.replace(month=12, day=31)
return start, end
raise ValueError(f"Unknown period: {period}")
def _sum_real_slots(
db: Session,
user_id: int,
start_date: date,
end_date: date,
) -> dict[str, int]:
"""Sum ``estimated_duration`` of real (materialized) slots by category.
Returns ``{"work": N, "on_call": N, "entertainment": N}`` with minutes.
Slots with status in ``_EXCLUDED_STATUSES`` or ``slot_type=system`` are skipped.
"""
excluded = [s.value for s in _EXCLUDED_STATUSES]
rows = (
db.query(
TimeSlot.slot_type,
sa_func.coalesce(sa_func.sum(TimeSlot.estimated_duration), 0),
)
.filter(
TimeSlot.user_id == user_id,
TimeSlot.date >= start_date,
TimeSlot.date <= end_date,
TimeSlot.status.notin_(excluded),
TimeSlot.slot_type != SlotType.SYSTEM.value,
)
.group_by(TimeSlot.slot_type)
.all()
)
totals: dict[str, int] = {"work": 0, "on_call": 0, "entertainment": 0}
for slot_type_val, total in rows:
# slot_type_val may be an enum or a raw string
if hasattr(slot_type_val, "value"):
slot_type_val = slot_type_val.value
cat = _SLOT_TYPE_TO_CATEGORY.get(SlotType(slot_type_val))
if cat:
totals[cat] += int(total)
return totals
def _sum_virtual_slots(
db: Session,
user_id: int,
start_date: date,
end_date: date,
) -> dict[str, int]:
"""Sum ``estimated_duration`` of virtual (plan-generated, not-yet-materialized)
slots by category across a date range.
Iterates day by day — acceptable because periods are at most a year and
the function only queries plans once per day.
"""
totals: dict[str, int] = {"work": 0, "on_call": 0, "entertainment": 0}
current = start_date
while current <= end_date:
for vs in get_virtual_slots_for_date(db, user_id, current):
slot_type = vs["slot_type"]
if hasattr(slot_type, "value"):
slot_type = slot_type.value
cat = _SLOT_TYPE_TO_CATEGORY.get(SlotType(slot_type))
if cat:
totals[cat] += vs["estimated_duration"]
current += timedelta(days=1)
return totals
def compute_scheduled_minutes(
db: Session,
user_id: int,
reference_date: date,
) -> dict[str, dict[str, int]]:
"""Compute total scheduled minutes for each period containing *reference_date*.
Returns the canonical shape consumed by :func:`check_workload_warnings`::
{
"daily": {"work": N, "on_call": N, "entertainment": N},
"weekly": { ... },
"monthly": { ... },
"yearly": { ... },
}
Includes both real (materialized) and virtual (plan-generated) slots.
"""
result: dict[str, dict[str, int]] = {}
for period in PERIODS:
start, end = _date_range_for_period(period, reference_date)
real = _sum_real_slots(db, user_id, start, end)
virtual = _sum_virtual_slots(db, user_id, start, end)
result[period] = {
cat: real.get(cat, 0) + virtual.get(cat, 0)
for cat in CATEGORIES
}
return result
# ---------------------------------------------------------------------------
# Warning comparison
# ---------------------------------------------------------------------------
def check_workload_warnings(
@@ -106,14 +262,12 @@ def check_workload_warnings(
) -> list[WorkloadWarningItem]:
"""Compare *scheduled_minutes* against the user's configured thresholds.
``scheduled_minutes`` has the same shape as the config:
``scheduled_minutes`` has the same shape as the config::
{"daily": {"work": N, ...}, "weekly": {...}, ...}
Returns a list of warnings for every (period, category) where the
scheduled total is below the minimum. An empty list means no warnings.
This is the entry point that BE-CAL-007 and the calendar API endpoints
will call.
"""
config = get_workload_config(db, user_id)
warnings: list[WorkloadWarningItem] = []
@@ -142,3 +296,23 @@ def check_workload_warnings(
))
return warnings
# ---------------------------------------------------------------------------
# High-level convenience: compute + check in one call (BE-CAL-007)
# ---------------------------------------------------------------------------
def get_workload_warnings_for_date(
db: Session,
user_id: int,
reference_date: date,
) -> list[WorkloadWarningItem]:
"""One-shot helper: compute scheduled minutes for *reference_date* and
return any workload warnings.
Calendar API endpoints should call this after a create/edit mutation to
include warnings in the response. Warnings are advisory — they do NOT
prevent the operation.
"""
scheduled = compute_scheduled_minutes(db, user_id, reference_date)
return check_workload_warnings(db, user_id, scheduled)

View File

@@ -0,0 +1,171 @@
"""Past-slot immutability rules.
BE-CAL-008: Prevents editing or cancelling slots whose date is in the past.
Also ensures plan-edit and plan-cancel do not retroactively affect
already-materialized past slots.
Rules:
1. Editing a past slot (real or virtual) → raise ImmutableSlotError
2. Cancelling a past slot (real or virtual) → raise ImmutableSlotError
3. Plan-edit / plan-cancel must NOT retroactively change already-materialized
slots whose date is in the past. The plan_slot.detach_slot_from_plan()
mechanism already ensures this: past materialized slots keep their data.
This module provides guard functions that Calendar API endpoints call
before performing mutations.
"""
from __future__ import annotations
from datetime import date
from typing import Optional
from sqlalchemy.orm import Session
from app.models.calendar import TimeSlot
from app.services.plan_slot import parse_virtual_slot_id
class ImmutableSlotError(Exception):
"""Raised when an operation attempts to modify a past slot."""
def __init__(self, slot_date: date, operation: str, detail: str = ""):
self.slot_date = slot_date
self.operation = operation
self.detail = detail
msg = (
f"Cannot {operation} slot on {slot_date.isoformat()}: "
f"past slots are immutable"
)
if detail:
msg += f" ({detail})"
super().__init__(msg)
# ---------------------------------------------------------------------------
# Core guard: date must not be in the past
# ---------------------------------------------------------------------------
def _assert_not_past(slot_date: date, operation: str, *, today: Optional[date] = None) -> None:
"""Raise :class:`ImmutableSlotError` if *slot_date* is before *today*.
``today`` defaults to ``date.today()`` when not supplied (allows
deterministic testing).
"""
if today is None:
today = date.today()
if slot_date < today:
raise ImmutableSlotError(slot_date, operation)
# ---------------------------------------------------------------------------
# Guards for real (materialized) slots
# ---------------------------------------------------------------------------
def guard_edit_real_slot(
db: Session,
slot: TimeSlot,
*,
today: Optional[date] = None,
) -> None:
"""Raise if the real *slot* is in the past and cannot be edited."""
_assert_not_past(slot.date, "edit", today=today)
def guard_cancel_real_slot(
db: Session,
slot: TimeSlot,
*,
today: Optional[date] = None,
) -> None:
"""Raise if the real *slot* is in the past and cannot be cancelled."""
_assert_not_past(slot.date, "cancel", today=today)
# ---------------------------------------------------------------------------
# Guards for virtual (plan-generated) slots
# ---------------------------------------------------------------------------
def guard_edit_virtual_slot(
virtual_id: str,
*,
today: Optional[date] = None,
) -> None:
"""Raise if the virtual slot identified by *virtual_id* is in the past."""
parsed = parse_virtual_slot_id(virtual_id)
if parsed is None:
raise ValueError(f"Invalid virtual slot id: {virtual_id!r}")
_plan_id, slot_date = parsed
_assert_not_past(slot_date, "edit", today=today)
def guard_cancel_virtual_slot(
virtual_id: str,
*,
today: Optional[date] = None,
) -> None:
"""Raise if the virtual slot identified by *virtual_id* is in the past."""
parsed = parse_virtual_slot_id(virtual_id)
if parsed is None:
raise ValueError(f"Invalid virtual slot id: {virtual_id!r}")
_plan_id, slot_date = parsed
_assert_not_past(slot_date, "cancel", today=today)
# ---------------------------------------------------------------------------
# Guard for plan-edit / plan-cancel: no retroactive changes to past slots
# ---------------------------------------------------------------------------
def get_past_materialized_slot_ids(
db: Session,
plan_id: int,
*,
today: Optional[date] = None,
) -> list[int]:
"""Return IDs of materialized slots for *plan_id* whose date is in the past.
Plan-edit and plan-cancel must NOT modify these rows. The caller can
use this list to exclude them from bulk updates, or simply to verify
that no past data was touched.
"""
if today is None:
today = date.today()
rows = (
db.query(TimeSlot.id)
.filter(
TimeSlot.plan_id == plan_id,
TimeSlot.date < today,
)
.all()
)
return [r[0] for r in rows]
def guard_plan_edit_no_past_retroaction(
db: Session,
plan_id: int,
*,
today: Optional[date] = None,
) -> list[int]:
"""Return past materialized slot IDs that must NOT be modified.
The caller (plan-edit endpoint) should update only future materialized
slots and skip these. This function is informational — it does not
raise, because the plan itself *can* be edited; the restriction is
that past slots remain untouched.
"""
return get_past_materialized_slot_ids(db, plan_id, today=today)
def guard_plan_cancel_no_past_retroaction(
db: Session,
plan_id: int,
*,
today: Optional[date] = None,
) -> list[int]:
"""Return past materialized slot IDs that must NOT be cancelled.
Same semantics as :func:`guard_plan_edit_no_past_retroaction`.
When cancelling a plan, future materialized slots may be removed or
marked cancelled, but past slots remain untouched.
"""
return get_past_materialized_slot_ids(db, plan_id, today=today)