Scaffold apm-wo-analysis repository
Stand up the Phase 0 CDK scaffold for the daily APM work-order
analysis pipeline: two-stack CDK app (pipeline + grafana), classifier
and slack-post Lambda packages, dashboards-as-code, the local
drop-folder uploader, and a classifier smoke-test placeholder.
Wire CI/CD to the org reusable workflows: ci.yaml -> ci-python-sam
(ruff + cdk synth) and deploy.yaml -> cd-cdk (OIDC, cdk deploy --all).
Pin aws-cdk-lib==2.253.1; Lambdas target Python 3.12 / arm64.
Rewrite .gitignore to the org Python-CDK standard so the source-of-
truth files (CLAUDE.md, docs/, .claude/agents) are tracked while build
artifacts (.venv, cdk.out, caches) stay ignored.
Domain logic, stack resources, and dashboards are stubbed and filled
in across Phases 1-5 (docs/BUILD.md). cdk synth is green for both
stacks; ruff check/format pass.
2026-05-28 16:10:20 -04:00
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|
"""Smoke test for the two-axis classifier.
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|
Add two-axis classifier Lambda and CDK wiring (Phase 2)
Implement the core classification engine and wire it into the pipeline stack.
classify.py: two-axis classifier — HTML-strip, comment-intent regex buckets
(escalations → status inquiry, most-specific first), Hold Reason / WO Status
structured state, comment-vs-state mismatch detector, and a Claude Haiku
fallback (Secrets Manager key) reserved for ambiguous free-text. Exports
ESCALATION_CATEGORIES / ACTION_NEEDED_CATEGORIES.
handler.py: S3-triggered handler — parse xlsx/csv, classify each non-blank
row, write a per-WO Parquet snapshot to analytics/dt=YYYY-MM-DD/ (registers
the Glue partition via awswrangler) and a summary.json for slack-post (Phase 4).
pipeline_stack.py: Glue database, ARM64 Python 3.12 classifier Lambda
(Docker-bundled deps), S3 raw/ notification (.xlsx/.csv), and least-privilege
IAM (read raw/, read-write analytics/, scoped Glue catalog, read Anthropic key).
Smoke-tested against the real export: 347 rows, "Other" at 5.2% (target ~9%),
18 mismatches flagged. 7/7 unit + smoke tests pass; cdk synth green.
2026-05-28 17:09:52 -04:00
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Runs the DETERMINISTIC ``classify()`` (no Haiku, no network, no AWS) over the
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canonical sample export and asserts the two-axis model keeps "Other" in the
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single digits, plus a handful of known fixtures land in the right bucket. The
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Haiku fallback is never exercised here.
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Canonical fixture: ``~/Downloads/_documents/Sheet1-1.xlsx`` (347 rows, 13 cols).
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If the file is absent the export-driven tests skip. Run with the repo venv:
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./.venv/bin/python -m pytest tests/test_classify.py -s -q
|
Scaffold apm-wo-analysis repository
Stand up the Phase 0 CDK scaffold for the daily APM work-order
analysis pipeline: two-stack CDK app (pipeline + grafana), classifier
and slack-post Lambda packages, dashboards-as-code, the local
drop-folder uploader, and a classifier smoke-test placeholder.
Wire CI/CD to the org reusable workflows: ci.yaml -> ci-python-sam
(ruff + cdk synth) and deploy.yaml -> cd-cdk (OIDC, cdk deploy --all).
Pin aws-cdk-lib==2.253.1; Lambdas target Python 3.12 / arm64.
Rewrite .gitignore to the org Python-CDK standard so the source-of-
truth files (CLAUDE.md, docs/, .claude/agents) are tracked while build
artifacts (.venv, cdk.out, caches) stay ignored.
Domain logic, stack resources, and dashboards are stubbed and filled
in across Phases 1-5 (docs/BUILD.md). cdk synth is green for both
stacks; ruff check/format pass.
2026-05-28 16:10:20 -04:00
|
|
|
|
"""
|
|
|
|
|
|
|
Add two-axis classifier Lambda and CDK wiring (Phase 2)
Implement the core classification engine and wire it into the pipeline stack.
classify.py: two-axis classifier — HTML-strip, comment-intent regex buckets
(escalations → status inquiry, most-specific first), Hold Reason / WO Status
structured state, comment-vs-state mismatch detector, and a Claude Haiku
fallback (Secrets Manager key) reserved for ambiguous free-text. Exports
ESCALATION_CATEGORIES / ACTION_NEEDED_CATEGORIES.
handler.py: S3-triggered handler — parse xlsx/csv, classify each non-blank
row, write a per-WO Parquet snapshot to analytics/dt=YYYY-MM-DD/ (registers
the Glue partition via awswrangler) and a summary.json for slack-post (Phase 4).
pipeline_stack.py: Glue database, ARM64 Python 3.12 classifier Lambda
(Docker-bundled deps), S3 raw/ notification (.xlsx/.csv), and least-privilege
IAM (read raw/, read-write analytics/, scoped Glue catalog, read Anthropic key).
Smoke-tested against the real export: 347 rows, "Other" at 5.2% (target ~9%),
18 mismatches flagged. 7/7 unit + smoke tests pass; cdk synth green.
2026-05-28 17:09:52 -04:00
|
|
|
|
import collections
|
Scaffold apm-wo-analysis repository
Stand up the Phase 0 CDK scaffold for the daily APM work-order
analysis pipeline: two-stack CDK app (pipeline + grafana), classifier
and slack-post Lambda packages, dashboards-as-code, the local
drop-folder uploader, and a classifier smoke-test placeholder.
Wire CI/CD to the org reusable workflows: ci.yaml -> ci-python-sam
(ruff + cdk synth) and deploy.yaml -> cd-cdk (OIDC, cdk deploy --all).
Pin aws-cdk-lib==2.253.1; Lambdas target Python 3.12 / arm64.
Rewrite .gitignore to the org Python-CDK standard so the source-of-
truth files (CLAUDE.md, docs/, .claude/agents) are tracked while build
artifacts (.venv, cdk.out, caches) stay ignored.
Domain logic, stack resources, and dashboards are stubbed and filled
in across Phases 1-5 (docs/BUILD.md). cdk synth is green for both
stacks; ruff check/format pass.
2026-05-28 16:10:20 -04:00
|
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|
|
import sys
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|
from pathlib import Path
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|
|
|
|
|
|
Add two-axis classifier Lambda and CDK wiring (Phase 2)
Implement the core classification engine and wire it into the pipeline stack.
classify.py: two-axis classifier — HTML-strip, comment-intent regex buckets
(escalations → status inquiry, most-specific first), Hold Reason / WO Status
structured state, comment-vs-state mismatch detector, and a Claude Haiku
fallback (Secrets Manager key) reserved for ambiguous free-text. Exports
ESCALATION_CATEGORIES / ACTION_NEEDED_CATEGORIES.
handler.py: S3-triggered handler — parse xlsx/csv, classify each non-blank
row, write a per-WO Parquet snapshot to analytics/dt=YYYY-MM-DD/ (registers
the Glue partition via awswrangler) and a summary.json for slack-post (Phase 4).
pipeline_stack.py: Glue database, ARM64 Python 3.12 classifier Lambda
(Docker-bundled deps), S3 raw/ notification (.xlsx/.csv), and least-privilege
IAM (read raw/, read-write analytics/, scoped Glue catalog, read Anthropic key).
Smoke-tested against the real export: 347 rows, "Other" at 5.2% (target ~9%),
18 mismatches flagged. 7/7 unit + smoke tests pass; cdk synth green.
2026-05-28 17:09:52 -04:00
|
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|
import pytest
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|
Scaffold apm-wo-analysis repository
Stand up the Phase 0 CDK scaffold for the daily APM work-order
analysis pipeline: two-stack CDK app (pipeline + grafana), classifier
and slack-post Lambda packages, dashboards-as-code, the local
drop-folder uploader, and a classifier smoke-test placeholder.
Wire CI/CD to the org reusable workflows: ci.yaml -> ci-python-sam
(ruff + cdk synth) and deploy.yaml -> cd-cdk (OIDC, cdk deploy --all).
Pin aws-cdk-lib==2.253.1; Lambdas target Python 3.12 / arm64.
Rewrite .gitignore to the org Python-CDK standard so the source-of-
truth files (CLAUDE.md, docs/, .claude/agents) are tracked while build
artifacts (.venv, cdk.out, caches) stay ignored.
Domain logic, stack resources, and dashboards are stubbed and filled
in across Phases 1-5 (docs/BUILD.md). cdk synth is green for both
stacks; ruff check/format pass.
2026-05-28 16:10:20 -04:00
|
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|
sys.path.insert(
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0, str(Path(__file__).resolve().parent.parent / "lambdas" / "classifier")
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)
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import classify # noqa: E402
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|
|
|
|
Add two-axis classifier Lambda and CDK wiring (Phase 2)
Implement the core classification engine and wire it into the pipeline stack.
classify.py: two-axis classifier — HTML-strip, comment-intent regex buckets
(escalations → status inquiry, most-specific first), Hold Reason / WO Status
structured state, comment-vs-state mismatch detector, and a Claude Haiku
fallback (Secrets Manager key) reserved for ambiguous free-text. Exports
ESCALATION_CATEGORIES / ACTION_NEEDED_CATEGORIES.
handler.py: S3-triggered handler — parse xlsx/csv, classify each non-blank
row, write a per-WO Parquet snapshot to analytics/dt=YYYY-MM-DD/ (registers
the Glue partition via awswrangler) and a summary.json for slack-post (Phase 4).
pipeline_stack.py: Glue database, ARM64 Python 3.12 classifier Lambda
(Docker-bundled deps), S3 raw/ notification (.xlsx/.csv), and least-privilege
IAM (read raw/, read-write analytics/, scoped Glue catalog, read Anthropic key).
Smoke-tested against the real export: 347 rows, "Other" at 5.2% (target ~9%),
18 mismatches flagged. 7/7 unit + smoke tests pass; cdk synth green.
2026-05-28 17:09:52 -04:00
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# Column indices in the 13-column export.
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COL_WO_STATUS = 6
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COL_HOLD_REASON = 7
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COL_LAST_COMMENT = 8
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FIXTURE = Path.home() / "Downloads" / "_documents" / "Sheet1-1.xlsx"
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# Max acceptable deterministic "Other" share before any AI. CLAUDE.md: the
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# two-axis model lands ~9% before Haiku; we hold the line at single digits.
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MAX_OTHER_PCT = 10.0
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|
Scaffold apm-wo-analysis repository
Stand up the Phase 0 CDK scaffold for the daily APM work-order
analysis pipeline: two-stack CDK app (pipeline + grafana), classifier
and slack-post Lambda packages, dashboards-as-code, the local
drop-folder uploader, and a classifier smoke-test placeholder.
Wire CI/CD to the org reusable workflows: ci.yaml -> ci-python-sam
(ruff + cdk synth) and deploy.yaml -> cd-cdk (OIDC, cdk deploy --all).
Pin aws-cdk-lib==2.253.1; Lambdas target Python 3.12 / arm64.
Rewrite .gitignore to the org Python-CDK standard so the source-of-
truth files (CLAUDE.md, docs/, .claude/agents) are tracked while build
artifacts (.venv, cdk.out, caches) stay ignored.
Domain logic, stack resources, and dashboards are stubbed and filled
in across Phases 1-5 (docs/BUILD.md). cdk synth is green for both
stacks; ruff check/format pass.
2026-05-28 16:10:20 -04:00
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def test_classification_constants_well_formed():
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assert "3rd Escalation" in classify.ESCALATION_CATEGORIES
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assert classify.HOLD_TO_CATEGORY["SCHEDULING"] == "Awaiting Scheduling"
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# Every escalation category is also action-needed.
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assert classify.ESCALATION_CATEGORIES <= classify.ACTION_NEEDED_CATEGORIES
|
Add two-axis classifier Lambda and CDK wiring (Phase 2)
Implement the core classification engine and wire it into the pipeline stack.
classify.py: two-axis classifier — HTML-strip, comment-intent regex buckets
(escalations → status inquiry, most-specific first), Hold Reason / WO Status
structured state, comment-vs-state mismatch detector, and a Claude Haiku
fallback (Secrets Manager key) reserved for ambiguous free-text. Exports
ESCALATION_CATEGORIES / ACTION_NEEDED_CATEGORIES.
handler.py: S3-triggered handler — parse xlsx/csv, classify each non-blank
row, write a per-WO Parquet snapshot to analytics/dt=YYYY-MM-DD/ (registers
the Glue partition via awswrangler) and a summary.json for slack-post (Phase 4).
pipeline_stack.py: Glue database, ARM64 Python 3.12 classifier Lambda
(Docker-bundled deps), S3 raw/ notification (.xlsx/.csv), and least-privilege
IAM (read raw/, read-write analytics/, scoped Glue catalog, read Anthropic key).
Smoke-tested against the real export: 347 rows, "Other" at 5.2% (target ~9%),
18 mismatches flagged. 7/7 unit + smoke tests pass; cdk synth green.
2026-05-28 17:09:52 -04:00
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def test_strip_html_unwraps_and_normalises():
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assert classify.strip_html(None) == ""
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assert classify.strip_html(" ") == ""
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assert classify.strip_html("<html>WO schedule confirmed with vendor</html>") == (
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"WO schedule confirmed with vendor"
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)
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# Nested tags, entities, smart quotes, and embedded URLs.
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raw = (
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"<html><div>1st attempt process for schedule confirmation. "
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"Vendor, please confirm ‘Schedule Start Date’ & proceed. "
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"https://app.avetta.com/avt-cli/x</div></html>"
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)
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cleaned = classify.strip_html(raw)
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assert "<" not in cleaned and ">" not in cleaned
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assert "‘" not in cleaned and "’" not in cleaned # smart quotes gone
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assert "'Schedule Start Date'" in cleaned
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assert "&" not in cleaned and "&" in cleaned # entity decoded
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assert "https://" not in cleaned # URL reduced to a token
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def test_known_intents():
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# Schedule confirmed (the dominant happy-path comment).
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cat, _ = classify.classify(
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"IP", "", "<html>WO schedule confirmed with vendor</html>"
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)
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assert cat == "Schedule Confirmed"
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# Cancelled via WO Status, even with a generic comment.
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cat, _ = classify.classify(
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"RCAN", "", "<html>WO Cancelled, created in error.</html>"
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)
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assert cat == "Cancelled"
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# 3rd-attempt escalation cadence.
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cat, _ = classify.classify(
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"H", "REPORT", "<html>3rd attempt process for schedule confirmation.</html>"
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)
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assert cat == "3rd Escalation"
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# Vendor no-show.
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cat, _ = classify.classify(
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"R", "", "<html>Site tech reported vendor was a no show for Friday.</html>"
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)
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assert cat == "Vendor No-Show"
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# Weekly cadence template.
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cat, _ = classify.classify(
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"IP",
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"",
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"<html>Weekly WO scheduled. Service reports required EOD Friday.</html>",
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)
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assert cat == "Weekly WO Scheduled"
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# Structured-only fallback: no comment intent fires, REPORT hold decides.
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cat, _ = classify.classify("IP", "REPORT", "<html></html>")
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assert cat == "Report / Docs Needed"
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def test_mismatch_detection():
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# Comment claims completion while on a REPORT hold → mismatch surfaced.
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cat, mm = classify.classify(
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"IP", "REPORT", "<html>Vendor arrived and performed task.</html>"
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)
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assert cat == "Completed / Pending Close"
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assert mm is not None and "REPORT" in mm
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# Schedule confirmed while on a SCHEDULING hold → mismatch surfaced.
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cat, mm = classify.classify(
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"R", "SCHEDULING", "<html>WO schedule confirmed with vendor.</html>"
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)
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assert cat == "Schedule Confirmed"
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assert mm is not None
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# Clean case: no contradiction → no mismatch.
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_, mm = classify.classify(
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"IP", "", "<html>WO schedule confirmed with vendor</html>"
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)
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assert mm is None
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def test_classify_is_offline():
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"""classify() must not import boto3 or reach the network."""
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import sys as _sys
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had_boto3 = "boto3" in _sys.modules
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classify.classify("IP", "REPORT", "<html>1st attempt process for report.</html>")
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# If boto3 wasn't already loaded, classify() must not have pulled it in.
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if not had_boto3:
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assert "boto3" not in _sys.modules
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@pytest.mark.skipif(not FIXTURE.exists(), reason=f"sample export not found: {FIXTURE}")
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def test_other_share_against_real_export(capsys):
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import openpyxl
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wb = openpyxl.load_workbook(FIXTURE, read_only=True, data_only=True)
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rows = list(wb.active.iter_rows(values_only=True))[1:] # drop header
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dist = collections.Counter()
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mismatches = 0
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classified = 0
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blank = 0
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other_samples = []
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for row in rows:
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comment = row[COL_LAST_COMMENT]
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# Blank-comment rows are excluded from the classified total by design.
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if comment is None or str(comment).strip() == "":
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blank += 1
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continue
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classified += 1
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category, mismatch = classify.classify(
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row[COL_WO_STATUS], row[COL_HOLD_REASON], comment
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)
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dist[category] += 1
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if mismatch:
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mismatches += 1
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if category == "Other" and len(other_samples) < 20:
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other_samples.append(classify.strip_html(comment)[:90])
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other = dist["Other"]
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other_pct = other * 100.0 / classified if classified else 0.0
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with capsys.disabled():
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print(f"\n=== APM classifier smoke test: {FIXTURE.name} ===")
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print(
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f"rows={len(rows)} classified={classified} "
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f"blank-excluded={blank} (blank-comment rows excluded from the total)"
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)
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print("--- category distribution ---")
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for cat, count in dist.most_common():
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print(f" {count:4d} {count * 100.0 / classified:5.1f}% {cat}")
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print(f"--- Other: {other} ({other_pct:.2f}%) ---")
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for sample in other_samples:
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print(f" [Other] {sample}")
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print(f"--- mismatches flagged: {mismatches} ---")
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assert classified > 0
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assert other_pct <= MAX_OTHER_PCT, (
|
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|
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f"deterministic Other {other_pct:.2f}% exceeds {MAX_OTHER_PCT}% — "
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|
"the two-axis ladder regressed"
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)
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# Two-axis model should comfortably beat the legacy ~17% Other.
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assert other_pct < 17.0
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|
@pytest.mark.skipif(not FIXTURE.exists(), reason=f"sample export not found: {FIXTURE}")
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|
|
|
def test_known_fixture_rows_in_export():
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"""Anchor on real rows found in the canonical export."""
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import openpyxl
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wb = openpyxl.load_workbook(FIXTURE, read_only=True, data_only=True)
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|
|
rows = list(wb.active.iter_rows(values_only=True))[1:]
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|
|
by_status = collections.defaultdict(list)
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|
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|
|
schedule_confirmed_row = None
|
|
|
|
|
|
report_completion_mismatch = None
|
|
|
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|
|
for row in rows:
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|
|
comment = row[COL_LAST_COMMENT]
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|
|
|
|
if comment is None or str(comment).strip() == "":
|
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|
|
|
continue
|
|
|
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|
|
text = classify.strip_html(comment)
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|
|
|
|
|
by_status[row[COL_WO_STATUS]].append(row)
|
|
|
|
|
|
if (
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|
|
|
|
schedule_confirmed_row is None
|
|
|
|
|
|
and "schedule confirmed with vendor" in text.lower()
|
|
|
|
|
|
and not (row[COL_HOLD_REASON] or "").strip()
|
|
|
|
|
|
):
|
|
|
|
|
|
schedule_confirmed_row = row
|
|
|
|
|
|
if (
|
|
|
|
|
|
report_completion_mismatch is None
|
|
|
|
|
|
and (row[COL_HOLD_REASON] or "").strip().upper() == "REPORT"
|
|
|
|
|
|
and "performed task" in text.lower()
|
|
|
|
|
|
):
|
|
|
|
|
|
report_completion_mismatch = row
|
|
|
|
|
|
|
|
|
|
|
|
# A "WO schedule confirmed with vendor" row → Schedule Confirmed.
|
|
|
|
|
|
assert schedule_confirmed_row is not None, "fixture lacks a schedule-confirmed row"
|
|
|
|
|
|
cat, _ = classify.classify(
|
|
|
|
|
|
schedule_confirmed_row[COL_WO_STATUS],
|
|
|
|
|
|
schedule_confirmed_row[COL_HOLD_REASON],
|
|
|
|
|
|
schedule_confirmed_row[COL_LAST_COMMENT],
|
|
|
|
|
|
)
|
|
|
|
|
|
assert cat == "Schedule Confirmed"
|
|
|
|
|
|
|
|
|
|
|
|
# Any RCAN row → Cancelled.
|
|
|
|
|
|
assert "RCAN" in by_status, "fixture lacks an RCAN row"
|
|
|
|
|
|
rcan = by_status["RCAN"][0]
|
|
|
|
|
|
cat, _ = classify.classify(
|
|
|
|
|
|
rcan[COL_WO_STATUS], rcan[COL_HOLD_REASON], rcan[COL_LAST_COMMENT]
|
|
|
|
|
|
)
|
|
|
|
|
|
assert cat == "Cancelled"
|
|
|
|
|
|
|
|
|
|
|
|
# A REPORT-hold row whose comment claims completion → mismatch non-None.
|
|
|
|
|
|
if report_completion_mismatch is not None:
|
|
|
|
|
|
_, mm = classify.classify(
|
|
|
|
|
|
report_completion_mismatch[COL_WO_STATUS],
|
|
|
|
|
|
report_completion_mismatch[COL_HOLD_REASON],
|
|
|
|
|
|
report_completion_mismatch[COL_LAST_COMMENT],
|
|
|
|
|
|
)
|
|
|
|
|
|
assert mm is not None
|