Files
roboco/tests/unit/services/test_vault_intake_engine.py
T
15a3e87a2f feat(vault): Obsidian vault V1 — projection core, Auditor narrative, input loop (#458)
* fix(gateway): gate review diffs against the task's real parent branch (#444)

The in-path PR-review gate's evidence diff (claim_gate_review) and the
pr_pass conventions guard derived their diff base via parent_branch_for
string surgery, which reuses the child branch's own team segment — wrong
for every cross-team hop (a frontend child of a main_pm root derives a
ref that never existed) and silently falls back to the repo default
branch, so the reviewer judged the entire inherited base-branch content
as the task's own work and failed acceptance criteria the task never
touched. Bounced a live goals-tab fix three times, unfixable by branch
surgery.

The gate now resolves the base via resolve_parent_branch (the parent
task's recorded branch_name, cross-team correct) and threads it as a new
preferred_parent override through git.diff / list_changed_files /
conventions_check_for_task — consulted only when no explicit base is
given, so the pinned literal-base contract (base="HEAD~1") and every
other diff caller (QA, doc, content) are byte-identical. Parent lookup
fails open (derived-base fallback) like the other resolve_parent_branch
call sites, and is skipped entirely while the conventions flag is off.

Also excludes .uv-cache/ and .claude/ (agent worktrees, private uv
cache) from the markdown prose scanner — both are repo-local tool dirs
whose vendored/generated files tripped make reflow-check.

Co-authored-by: Renn F <rennf93@users.noreply.github.com>

* feat(vault): Obsidian vault V1 — projection core + input loop

The vault is a rebuildable projection of the DB (never a source of
truth), default-off behind ROBOCO_OBSIDIAN_VAULT_ENABLED + ROBOCO_VAULT_PATH.

Projection core: VaultWriter materializes tasks/journals/A2A/agents as
wikilinked markdown (id-suffixed stable filenames, alias-based links so
renames never break, is_private journals excluded like the RAG corpus);
event seams materialize on journal write and A2A send and touch task-note
frontmatter at the status-transition chokepoint — all best-effort, a
vault failure never blocks a verb. Shipped .obsidian config (Dataview,
Kanban, team/status graph groups) + _meta dashboards; python -m
roboco.vault rebuild/relocate (rebuild preserves the narrative section).

Auditor narrative duty: curate_vault content verb (auditor-only,
playbook-curation pattern) spawned by a dedicated root-completion hook
with its own cooldown — fully separate from _dispatch_audit_work, whose
scheduled-sweep/alert-producer revival belongs to the queued fleet task.

Input loop: VaultIntakeEngine (ROBOCO_VAULT_INTAKE_*) watches the
intake folder for #roboco-tagged notes and materializes each as ONE held
draft (confirmed_by_human=False, Secretary-owned, source=vault_note,
excluded by the dispatchers via _is_held_ceo_source) with local-model
extraction and a deterministic fallback; vault_seen_notes ledger
(migration 070) keyed on path+content-hash (the CEO-feedback callout is
stripped before hashing so the engine's own append never self-triggers);
per-cycle and open-draft caps. Nothing auto-starts.

* fix(vault): integrate with master — re-chain migration 070 onto 069, mypy-clean tests

The vault branch was cut from slave before the sequence-gate promotion,
so migration 070 chained from 068 while master already carried 069 —
two heads on merge. Master is now merged in and 070 revises 069.
Vault test files also get mypy-clean mock idioms (monkeypatch.setattr
over method assignment; await_args narrowed before access).

* fix(scripts): dedupe SKIP_DIRS again after the master merge

Master still carries the twin-merge duplicate (its dedupe hotfix is an
unmerged PR); the merge re-imported it here.

* fix(vault): reflow hard-wrapped prose in the vault asset templates

* chore(config): exclude .uv-cache and .claude from deptry's scan scope

Same repo-local tool dirs the prose scanner skips; the standalone deptry
target walks the repo root and drowned in the cache's unpacked wheels.

* fix(vault): board-review activation path for vault drafts + relocate graft

The input loop's held-artifact posture was a dead end: vault_note drafts
were unconditionally held by _is_held_ceo_source, owned by the verbless
Secretary, hidden from the panel's approval surfaces by team, and the
open-drafts cap counted them forever — the engine self-bricked after ten
notes. Vault drafts now ride the intake board-review path instead: a
tagged note becomes a PENDING Product-Owner-assigned Board draft (the
exact confirm_live_draft board shape), the board reviews it, and only
the CEO's approve_and_start makes it deliverable — never-auto-starts now
rests on the board gate, proven by tests against the real dispatchers.
The cap counts only drafts still awaiting the CEO (team==BOARD,
non-terminal), so approval and cancellation both free it.

relocate into an existing personal vault now grafts old_root/RoboCo as a
direct child (refusing loudly if RoboCo/ already exists there) and adds
only absent .obsidian/_meta files — a personal vault's config is never
clobbered. An absent destination keeps the whole-tree move.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-07-11 03:17:59 +02:00

440 lines
16 KiB
Python

"""Vault intake watcher: #roboco-tagged notes become board-review drafts.
Mirrors the X-engine / roadmap-engine test shape. The engine opens a PENDING,
Product-Owner-assigned, team=board draft (source=vault_note) — the intake
"Board review & Start" shape. Nothing enters delivery until the CEO's
approve_and_start: the dispatch tests prove the draft routes ONLY to the
board review, and the cap tests prove approval/cancellation free the cap.
Asserted against a real Postgres DB.
"""
from __future__ import annotations
from typing import TYPE_CHECKING, Any, cast
from unittest.mock import AsyncMock, MagicMock
import pytest
from roboco.config import settings as cfg
from roboco.db.tables import AgentTable, ProjectTable, VaultSeenNoteTable
from roboco.foundation import identity as _foundation
from roboco.models.base import (
AgentRole,
AgentStatus,
TaskType,
Team,
)
from roboco.models.base import TaskStatus as TS
from roboco.runtime.orchestrator import AgentOrchestrator, _is_held_ceo_source
from roboco.services import vault_intake_engine as vie_module
from roboco.services.task import VAULT_NOTE_SOURCE, get_task_service
from roboco.services.vault_intake_engine import VaultIntakeEngine
from sqlalchemy import select
if TYPE_CHECKING:
from pathlib import Path
from sqlalchemy.ext.asyncio import AsyncSession
SYSTEM_UUID = _foundation.AGENTS["system"].uuid
PO_UUID = _foundation.AGENTS["product-owner"].uuid
MAIN_PM_UUID = _foundation.AGENTS["main-pm"].uuid
SLUG = "roboco"
ONE = 1
TWO = 2
async def _seed(session: AsyncSession) -> None:
for uuid, slug, role, team in (
(SYSTEM_UUID, "system", AgentRole.SYSTEM, None),
(PO_UUID, "product-owner", AgentRole.PRODUCT_OWNER, Team.BOARD),
(MAIN_PM_UUID, "main-pm", AgentRole.MAIN_PM, Team.MAIN_PM),
):
if await session.get(AgentTable, uuid) is None:
session.add(
AgentTable(
id=uuid,
name=slug,
slug=slug,
role=role,
team=team,
status=AgentStatus.ACTIVE,
model_config={},
system_prompt="x",
capabilities=[],
permissions={},
metrics={},
)
)
await session.flush()
session.add(
ProjectTable(
name="RoboCo",
slug=SLUG,
git_url="https://github.com/x/roboco.git",
default_branch="master",
protected_branches=["master"],
assigned_cell=Team.BACKEND,
created_by=SYSTEM_UUID,
is_active=True,
)
)
await session.flush()
def _enable(
monkeypatch: pytest.MonkeyPatch, tmp_path: Path, **overrides: object
) -> Path:
monkeypatch.setattr(cfg, "obsidian_vault_enabled", True)
monkeypatch.setattr(cfg, "vault_intake_enabled", True)
monkeypatch.setattr(cfg, "self_heal_project_slug", SLUG)
monkeypatch.setattr(cfg, "vault_path", str(tmp_path))
monkeypatch.setattr(cfg, "vault_intake_dir", "RoboCo/Inbox")
monkeypatch.setattr(cfg, "vault_intake_max_per_cycle", 3)
monkeypatch.setattr(cfg, "vault_intake_max_open_drafts", 10)
for key, value in overrides.items():
monkeypatch.setattr(cfg, key, value)
inbox = tmp_path / "RoboCo" / "Inbox"
inbox.mkdir(parents=True)
return inbox
def _mock_local_model(monkeypatch: pytest.MonkeyPatch, reply: str | None) -> AsyncMock:
mock = AsyncMock(return_value=reply)
monkeypatch.setattr(vie_module, "_chat", mock)
return mock
def _write(inbox: Path, name: str, content: str) -> Path:
path = inbox / name
path.write_text(content, encoding="utf-8")
return path
_FRONTMATTER_TAGGED = "---\ntags: [roboco]\n---\n\n# Buy milk\n\nGet 2% milk.\n"
_INLINE_TAGGED = "# Fix the fence\n\n#roboco the fence is leaning.\n"
_UNTAGGED = "# Just a note\n\nNothing to see here.\n"
_WITH_CHECKBOXES = (
"---\ntags: [roboco]\n---\n\n# Weekend chores\n\n"
"- [ ] Mow the lawn\n- [ ] Wash the car\n"
)
# --------------------------------------------------------------------------- #
# Tag detection
# --------------------------------------------------------------------------- #
@pytest.mark.asyncio
async def test_frontmatter_tag_is_processed(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
_write(inbox, "a.md", _FRONTMATTER_TAGGED)
_mock_local_model(monkeypatch, None)
drafts = await VaultIntakeEngine(db_session).run_cycle()
assert len(drafts) == ONE
@pytest.mark.asyncio
async def test_inline_tag_is_processed(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
_write(inbox, "b.md", _INLINE_TAGGED)
_mock_local_model(monkeypatch, None)
drafts = await VaultIntakeEngine(db_session).run_cycle()
assert len(drafts) == ONE
@pytest.mark.asyncio
async def test_untagged_note_is_ignored(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
_write(inbox, "c.md", _UNTAGGED)
_mock_local_model(monkeypatch, None)
drafts = await VaultIntakeEngine(db_session).run_cycle()
assert drafts == []
ledger = (await db_session.execute(select(VaultSeenNoteTable))).scalars().all()
assert ledger == []
# --------------------------------------------------------------------------- #
# Ledger dedup
# --------------------------------------------------------------------------- #
@pytest.mark.asyncio
async def test_unchanged_note_is_never_reprocessed(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
_write(inbox, "d.md", _FRONTMATTER_TAGGED)
_mock_local_model(monkeypatch, None)
engine = VaultIntakeEngine(db_session)
first = await engine.run_cycle()
assert len(first) == ONE
second = await engine.run_cycle()
assert second == []
@pytest.mark.asyncio
async def test_edited_note_is_eligible_again(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
path = _write(inbox, "e.md", _FRONTMATTER_TAGGED)
_mock_local_model(monkeypatch, None)
engine = VaultIntakeEngine(db_session)
first = await engine.run_cycle()
assert len(first) == ONE
# Edit the note's real content (not just appending the callout) — a new
# ledger key, so it's eligible again.
path.write_text(
path.read_text(encoding="utf-8") + "\nAlso get some bread.\n",
encoding="utf-8",
)
second = await engine.run_cycle()
assert len(second) == ONE
# --------------------------------------------------------------------------- #
# Caps
# --------------------------------------------------------------------------- #
@pytest.mark.asyncio
async def test_max_per_cycle_cap(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path, vault_intake_max_per_cycle=2)
for i in range(4):
_write(inbox, f"note{i}.md", _FRONTMATTER_TAGGED)
_mock_local_model(monkeypatch, None)
engine = VaultIntakeEngine(db_session)
first = await engine.run_cycle()
assert len(first) == TWO
second = await engine.run_cycle()
assert len(second) == TWO
third = await engine.run_cycle()
assert third == []
@pytest.mark.asyncio
async def test_open_drafts_cap_skips_cycle(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path, vault_intake_max_open_drafts=1)
_mock_local_model(monkeypatch, None)
engine = VaultIntakeEngine(db_session)
_write(inbox, "first.md", _FRONTMATTER_TAGGED)
assert len(await engine.run_cycle()) == ONE # fills the cap
_write(inbox, "second.md", _INLINE_TAGGED)
drafts = await engine.run_cycle()
assert drafts == []
# The unprocessed note is NOT marked seen — eligible once the cap frees.
ledger = (await db_session.execute(select(VaultSeenNoteTable))).scalars().all()
assert len(ledger) == ONE
@pytest.mark.asyncio
async def test_cap_frees_after_approve_and_start(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
"""approve_and_start flips team to MAIN_PM — the draft leaves the cap AND
only then enters delivery (assigned to the Main PM)."""
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path, vault_intake_max_open_drafts=1)
_mock_local_model(monkeypatch, None)
engine = VaultIntakeEngine(db_session)
_write(inbox, "a.md", _FRONTMATTER_TAGGED)
task = (await engine.run_cycle())[0]
task_svc = get_task_service(db_session)
assert len(await task_svc.list_open_vault_note_drafts()) == ONE
task.board_review_complete = True # both reviewers done (server-side gate)
approved = await task_svc.approve_and_start(cast("Any", task.id))
assert approved is not None
assert approved.team == Team.MAIN_PM
assert approved.assigned_to == MAIN_PM_UUID # delivery starts HERE, not before
assert await task_svc.list_open_vault_note_drafts() == []
_write(inbox, "b.md", _INLINE_TAGGED)
assert len(await engine.run_cycle()) == ONE # cap freed
@pytest.mark.asyncio
async def test_cap_frees_after_cancellation(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path, vault_intake_max_open_drafts=1)
_mock_local_model(monkeypatch, None)
engine = VaultIntakeEngine(db_session)
_write(inbox, "a.md", _FRONTMATTER_TAGGED)
task = (await engine.run_cycle())[0]
task_svc = get_task_service(db_session)
assert len(await task_svc.list_open_vault_note_drafts()) == ONE
task.status = TS.CANCELLED
await db_session.flush()
assert await task_svc.list_open_vault_note_drafts() == []
_write(inbox, "b.md", _INLINE_TAGGED)
assert len(await engine.run_cycle()) == ONE # cap freed
# --------------------------------------------------------------------------- #
# Board-draft shape + dispatch routing (never auto-starts)
# --------------------------------------------------------------------------- #
@pytest.mark.asyncio
async def test_board_draft_shape(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
_write(inbox, "g.md", _FRONTMATTER_TAGGED)
_mock_local_model(monkeypatch, None)
drafts = await VaultIntakeEngine(db_session).run_cycle()
task = drafts[0]
assert task.status == TS.PENDING
assert task.source == VAULT_NOTE_SOURCE
assert task.assigned_to == PO_UUID
assert task.team == Team.BOARD
assert task.task_type == TaskType.PLANNING # Main PM never owns code
# Board-routed intake shape: confirmed like a chat-confirmed draft — the
# board assignment + approve_and_start are the start gate, not this flag.
assert task.confirmed_by_human is True
def _vault_task_dict(**overrides: Any) -> dict[str, Any]:
task: dict[str, Any] = {
"id": "11111111-2222-3333-4444-555555555555",
"status": "pending",
"team": "board",
"title": "Vault note: buy milk",
"assigned_to": str(PO_UUID),
"source": VAULT_NOTE_SOURCE,
"orchestration_markers": None,
}
task.update(overrides)
return task
def test_vault_note_is_not_a_held_ceo_source() -> None:
"""The draft must DISPATCH (to board review) — a held-source skip would
strand it forever (no role can pull it, no review route exists)."""
assert _is_held_ceo_source(_vault_task_dict()) is False
@pytest.mark.asyncio
async def test_dispatch_pm_work_routes_vault_draft_to_board_review_only() -> None:
"""The PM dispatcher must hand a vault draft to the two-reviewer board
review and NOTHING else — no PM spawn, no delivery routing."""
stub = MagicMock()
stub._fetch_tasks = AsyncMock(return_value=[_vault_task_dict()])
stub._is_task_handled_this_tick = MagicMock(return_value=False)
stub._resolve_agent_slug = MagicMock(return_value="product-owner")
stub._BOARD_AGENTS = frozenset({"product-owner", "head-marketing"})
stub._handle_board_assigned_task = AsyncMock()
stub._handle_pm_assigned_task = AsyncMock()
stub._route_unassigned_pm_task = AsyncMock()
client: Any = MagicMock()
await AgentOrchestrator._dispatch_pm_work(cast("AgentOrchestrator", stub), client)
stub._handle_board_assigned_task.assert_awaited_once()
stub._handle_pm_assigned_task.assert_not_awaited()
stub._route_unassigned_pm_task.assert_not_awaited()
@pytest.mark.asyncio
async def test_vault_draft_never_dev_dispatched() -> None:
"""team=board fails _dev_dispatch_one's cell-team gate — a vault draft can
never spawn a developer, with or without any source-based skip."""
stub = MagicMock()
stub._spawn_pending_dev = AsyncMock()
stub._handle_dev_existing_owner = AsyncMock()
client: Any = MagicMock()
await AgentOrchestrator._dev_dispatch_one(
cast("AgentOrchestrator", stub), client, _vault_task_dict()
)
stub._spawn_pending_dev.assert_not_awaited()
stub._handle_dev_existing_owner.assert_not_awaited()
# --------------------------------------------------------------------------- #
# Local-model fallback
# --------------------------------------------------------------------------- #
@pytest.mark.asyncio
async def test_local_model_failure_falls_back_to_deterministic(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
_write(inbox, "h.md", _WITH_CHECKBOXES)
monkeypatch.setattr(
vie_module, "_chat", AsyncMock(side_effect=RuntimeError("local model down"))
)
drafts = await VaultIntakeEngine(db_session).run_cycle()
task = drafts[0]
assert "Weekend chores" in task.title
assert "Mow the lawn" in task.acceptance_criteria
assert "Wash the car" in task.acceptance_criteria
@pytest.mark.asyncio
async def test_local_model_success_is_used(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
_write(inbox, "i.md", _FRONTMATTER_TAGGED)
_mock_local_model(
monkeypatch,
'{"title": "Milk run", "description": "Pick up milk on the way home.", '
'"action_items": ["Buy 2% milk"]}',
)
drafts = await VaultIntakeEngine(db_session).run_cycle()
task = drafts[0]
assert "Milk run" in task.title
assert task.description == "Pick up milk on the way home."
assert task.acceptance_criteria == ["Buy 2% milk"]
# --------------------------------------------------------------------------- #
# Feedback callout
# --------------------------------------------------------------------------- #
@pytest.mark.asyncio
async def test_feedback_callout_appended_once(
db_session: AsyncSession, monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
await _seed(db_session)
inbox = _enable(monkeypatch, tmp_path)
path = _write(inbox, "j.md", _FRONTMATTER_TAGGED)
_mock_local_model(monkeypatch, None)
engine = VaultIntakeEngine(db_session)
await engine.run_cycle()
text = path.read_text(encoding="utf-8")
assert text.count("RoboCo: drafted") == ONE
# A second cycle over the now-callout-bearing (but otherwise unchanged)
# note must not reprocess it or double the callout.
second = await engine.run_cycle()
assert second == []
assert path.read_text(encoding="utf-8").count("RoboCo: drafted") == ONE