Kairo-Jinkendo/backend/data_layer/initiative_snapshot.py

"""Initiative steering snapshot — verknüpftes Read-Model (AP0.10a).

Baut aus flachen OM-Tabellen einen erklärbaren Graph für UI und spätere Steering Core.
"""

from __future__ import annotations

from typing import Any, Optional

from psycopg2.extras import RealDictCursor

from db import get_connection
from data_layer.attention import get_next_action_candidates_for_initiative
from steering.context import get_steering_context_dto
from steering.signals.snapshot_signals import derive_initiative_signals
from services.initiatives import get_initiative
from tenant_context import TenantContext

OPEN_BLOCKER = ("open", "in_progress")
OPEN_ACTION = ("open", "ready", "in_progress", "blocked", "review_required")
ACTIVE_INITIATIVE = ("active", "paused")


def _sid(value: Any) -> Optional[str]:
    return str(value) if value else None


def _iso(value: Any) -> Optional[str]:
    return value.isoformat() if value else None


def get_initiative_steering_snapshot(
    ctx: TenantContext, *, initiative_id: str
) -> Optional[dict[str, Any]]:
    """Tenant-scoped Graph-Snapshot eines Vorhabens."""
    initiative = get_initiative(tenant_id=ctx.tenant_id, initiative_id=initiative_id)
    if not initiative:
        return None

    conn = get_connection()
    try:
        with conn.cursor(cursor_factory=RealDictCursor) as cur:
            cur.execute(
                """
                SELECT id, title, description, status, priority, due_at,
                       created_at, updated_at
                FROM actions
                WHERE tenant_id = %s AND initiative_id = %s
                ORDER BY updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            actions_raw = [dict(r) for r in cur.fetchall()]

            cur.execute(
                """
                SELECT id, action_id, title, status, created_at, updated_at
                FROM blockers
                WHERE tenant_id = %s AND initiative_id = %s
                ORDER BY updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            blockers = [dict(r) for r in cur.fetchall()]

            cur.execute(
                """
                SELECT id, action_id, milestone_id, title, status, created_at, updated_at
                FROM evidence
                WHERE tenant_id = %s AND initiative_id = %s
                ORDER BY updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            evidence = [dict(r) for r in cur.fetchall()]

            cur.execute(
                """
                SELECT id, action_id, milestone_id, title, status, due_at,
                       created_at, updated_at
                FROM reviews
                WHERE tenant_id = %s AND initiative_id = %s
                ORDER BY updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            reviews = [dict(r) for r in cur.fetchall()]

            cur.execute(
                """
                SELECT id, title, status, priority, converted_action_id, created_at, updated_at
                FROM backlog_items
                WHERE tenant_id = %s AND initiative_id = %s
                ORDER BY updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            backlog = [dict(r) for r in cur.fetchall()]

            cur.execute(
                """
                SELECT id, title, status, target_date, item_type, sequencing_mode,
                       sort_order, created_at, updated_at
                FROM roadmap_items ri
                JOIN roadmaps r ON r.id = ri.roadmap_id AND r.tenant_id = ri.tenant_id
                WHERE ri.tenant_id = %s AND r.initiative_id = %s
                ORDER BY ri.sort_order ASC, ri.updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            roadmap_items_raw = [dict(r) for r in cur.fetchall()]

            cur.execute(
                """
                SELECT id, title, status, outcome, created_at, updated_at
                FROM decisions
                WHERE tenant_id = %s AND initiative_id = %s
                ORDER BY updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            decisions = [dict(r) for r in cur.fetchall()]

            cur.execute(
                """
                SELECT id, title, status, next_due_at, created_at, updated_at
                FROM recurring_elements
                WHERE tenant_id = %s AND initiative_id = %s
                ORDER BY updated_at DESC
                """,
                (ctx.tenant_id, initiative_id),
            )
            recurring = [dict(r) for r in cur.fetchall()]
    finally:
        conn.close()

    blockers_by_action: dict[str, list[dict]] = {}
    unlinked_blockers: list[dict] = []
    for b in blockers:
        item = {
            "id": _sid(b["id"]),
            "title": b["title"],
            "status": b["status"],
            "action_id": _sid(b.get("action_id")),
        }
        aid = item["action_id"]
        if aid:
            blockers_by_action.setdefault(aid, []).append(item)
        else:
            unlinked_blockers.append(item)

    evidence_by_action: dict[str, list[dict]] = {}
    unlinked_evidence: list[dict] = []
    for e in evidence:
        item = {
            "id": _sid(e["id"]),
            "title": e["title"],
            "status": e["status"],
            "action_id": _sid(e.get("action_id")),
            "milestone_id": _sid(e.get("milestone_id")),
        }
        aid = item["action_id"]
        if aid:
            evidence_by_action.setdefault(aid, []).append(item)
        else:
            unlinked_evidence.append(item)

    reviews_by_action: dict[str, list[dict]] = {}
    reviews_by_milestone: dict[str, list[dict]] = {}
    unlinked_reviews: list[dict] = []
    planned_reviews_due = 0
    for r in reviews:
        item = {
            "id": _sid(r["id"]),
            "title": r["title"],
            "status": r["status"],
            "due_at": _iso(r.get("due_at")),
            "action_id": _sid(r.get("action_id")),
            "milestone_id": _sid(r.get("milestone_id")),
        }
        if r["status"] == "planned" and r.get("due_at"):
            planned_reviews_due += 1
        aid, mid = item["action_id"], item["milestone_id"]
        if aid:
            reviews_by_action.setdefault(aid, []).append(item)
        elif mid:
            reviews_by_milestone.setdefault(mid, []).append(item)
        else:
            unlinked_reviews.append(item)

    actions: list[dict[str, Any]] = []
    open_actions = blocked_actions = review_required_actions = 0
    for a in actions_raw:
        aid = _sid(a["id"])
        status = a["status"]
        if status in OPEN_ACTION:
            open_actions += 1
        if status == "blocked":
            blocked_actions += 1
        if status == "review_required":
            review_required_actions += 1
        action_blockers = blockers_by_action.get(aid, [])
        open_blocker_count = sum(1 for b in action_blockers if b["status"] in OPEN_BLOCKER)
        actions.append(
            {
                "id": aid,
                "title": a["title"],
                "status": status,
                "priority": a["priority"],
                "due_at": _iso(a.get("due_at")),
                "blockers": action_blockers,
                "evidence": evidence_by_action.get(aid, []),
                "reviews": reviews_by_action.get(aid, []),
                "open_blocker_count": open_blocker_count,
                "has_open_blocker": open_blocker_count > 0,
            }
        )

    roadmap_items: list[dict[str, Any]] = []
    for m in roadmap_items_raw:
        mid = _sid(m["id"])
        roadmap_items.append(
            {
                "id": mid,
                "title": m["title"],
                "status": m["status"],
                "item_type": m["item_type"],
                "sequencing_mode": m["sequencing_mode"],
                "sort_order": m.get("sort_order", 0),
                "target_date": m["target_date"].isoformat() if m.get("target_date") else None,
                "reviews": reviews_by_milestone.get(mid, []),
            }
        )

    open_blockers = sum(
        1 for b in blockers if b["status"] in OPEN_BLOCKER
    )
    backlog_new = sum(1 for bi in backlog if bi["status"] in ("new", "triaged", "accepted"))

    signals = derive_initiative_signals(
        initiative_status=initiative["status"],
        open_actions=open_actions,
        blocked_actions=blocked_actions,
        review_required_actions=review_required_actions,
        open_blockers=open_blockers,
        backlog_new=backlog_new,
        planned_reviews_due=planned_reviews_due,
    )

    upcoming_milestones = sorted(
        [
            m
            for m in roadmap_items
            if m["status"] in ("planned", "active", "at_risk")
        ],
        key=lambda m: (m["target_date"] is None, m["target_date"] or ""),
    )[:5]

    next_actions = get_next_action_candidates_for_initiative(
        ctx, initiative_id=initiative_id, limit=5
    )

    steering = get_steering_context_dto(ctx, initiative_id=initiative_id)

    return {
        "initiative_id": initiative_id,
        "initiative_title": initiative["title"],
        "initiative_status": initiative["status"],
        "lifecycle_state": steering["lifecycle_state"],
        "lifecycle_label": steering["lifecycle_label"],
        "method_key": steering["method_key"],
        "method_label": steering.get("method_label"),
        "method_version": steering["method_version"],
        "signals": signals,
        "upcoming_milestones": upcoming_milestones,
        "upcoming_roadmap_items": upcoming_milestones,
        "next_actions": next_actions,
        "counts": {
            "actions_open": open_actions,
            "actions_blocked": blocked_actions,
            "actions_review_required": review_required_actions,
            "blockers_open": open_blockers,
            "backlog_open": backlog_new,
            "decisions": len(decisions),
            "reviews_planned_due": planned_reviews_due,
            "recurring_active": sum(1 for r in recurring if r["status"] == "active"),
            "unlinked_blockers": len(unlinked_blockers),
            "unlinked_evidence": len(unlinked_evidence),
            "unlinked_reviews": len(unlinked_reviews),
        },
        "actions": actions,
        "roadmap_items": roadmap_items,
        "milestones": roadmap_items,
        "initiative_level": {
            "blockers": unlinked_blockers,
            "evidence": unlinked_evidence,
            "reviews": unlinked_reviews,
            "decisions": [
                {"id": _sid(d["id"]), "title": d["title"], "status": d["status"]}
                for d in decisions
            ],
            "backlog": [
                {
                    "id": _sid(b["id"]),
                    "title": b["title"],
                    "status": b["status"],
                    "converted_action_id": _sid(b.get("converted_action_id")),
                }
                for b in backlog
            ],
            "recurring": [
                {
                    "id": _sid(r["id"]),
                    "title": r["title"],
                    "status": r["status"],
                    "next_due_at": _iso(r.get("next_due_at")),
                }
                for r in recurring
            ],
        },
        "data_source": "initiative_steering_snapshot",
    }