fix(litigationplanner): respect trigger_event_id + suppress optional from default (yoUPC#178 + #2568/#2570)
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Two paired engine semantics fixes:

1. trigger_event_id is now the authoritative semantic anchor. When a
   rule carries trigger_event_id, the engine no longer falls back to
   the proceeding's trigger date — it resolves the anchor via
   CalcOptions.TriggerEventAnchors keyed by paliad.trigger_events.code.
   Missing anchor renders the rule as IsConditional (empty date) and
   propagates via courtSet so descendants also surface as conditional.
   Fixes the RoP.109.5 bug where the engine fabricated a date 2 weeks
   before the user's SoC instead of waiting for the oral_hearing date.

2. priority='optional' rules are suppressed from the default
   Calculate output. Callers (paliad /tools/procedures,
   youpc.org/deadlines) opt in via CalcOptions.IncludeOptional=true to
   restore the legacy "show optional applications" behaviour. The
   suppression cascades through skippedIDs so child rules drop too.

Wire shape additions:

  - CalcOptions.IncludeOptional bool
  - CalcOptions.TriggerEventAnchors map[string]string
  - Timeline.RulesAwaitingAnchor int (count of suppressed-by-missing-
    anchor rules, for caller telemetry / "N rules need an anchor" UX)

Existing before-court-set-anchor tests opt in to IncludeOptional=true
to preserve their non-optional-related test intent.

Refs: youpcorg/head delegations #2568 + #2570, m/paliad#153 (Litigation
Builder PRD path).
This commit is contained in:
mAi
2026-05-28 00:04:30 +02:00
parent 1844df3ae6
commit 3c840c0366
4 changed files with 505 additions and 16 deletions

View File

@@ -0,0 +1,379 @@
package litigationplanner
import (
"context"
"testing"
"github.com/google/uuid"
)
// Tests for t-paliad-342 / youpcorg#2568 + #2570.
//
// Two paired engine semantics:
//
// - Optional rules (priority='optional') don't auto-fire in the
// default timeline; the caller opts in via
// CalcOptions.IncludeOptional.
// - Rules with explicit trigger_event_id anchor on the trigger
// event's date (CalcOptions.TriggerEventAnchors keyed by
// trigger_events.code). Missing anchor = render conditional
// instead of fabricating a date off the proceeding's trigger date.
// stubCatalogWithTriggers extends stubCatalog with a trigger-events
// map so the engine can resolve TriggerEventID → code for the
// trigger-anchor branch. stubCatalog from before_court_set_anchor_test.go
// returns an empty map, which suffices for tests that don't exercise
// trigger_event_id; here we need real entries.
type stubCatalogWithTriggers struct {
stubCatalog
triggerEvents map[int64]TriggerEvent
}
func (s *stubCatalogWithTriggers) LoadTriggerEventsByIDs(_ context.Context, ids []int64) (map[int64]TriggerEvent, error) {
out := make(map[int64]TriggerEvent, len(ids))
for _, id := range ids {
if te, ok := s.triggerEvents[id]; ok {
out[id] = te
}
}
return out, nil
}
// mandatory_socRule builds a minimal SoC root rule + the proceeding
// type wrapper that nearly every test below needs.
func mandatorySocFixture(t *testing.T) (ProceedingType, Rule, uuid.UUID) {
t.Helper()
jurisdiction := "UPC"
procID := 1
pt := ProceedingType{
ID: procID,
Code: "upc.inf.cfi",
Name: "Verletzungsverfahren",
Jurisdiction: &jurisdiction,
IsActive: true,
}
socID, _ := uuid.NewRandom()
socCode := "upc.inf.cfi.soc"
procIDPtr := &procID
str := func(s string) *string { return &s }
soc := Rule{
ID: socID,
ProceedingTypeID: procIDPtr,
ParentID: nil,
SubmissionCode: &socCode,
Name: "Klageerhebung",
NameEN: "SoC",
PrimaryParty: str("claimant"),
DurationValue: 0,
DurationUnit: "months",
Timing: str("after"),
SequenceOrder: 0,
IsActive: true,
LifecycleState: "published",
Priority: "mandatory",
}
return pt, soc, socID
}
// TestCalculate_TriggerEventIDWithoutAnchor_Suppressed verifies the
// RoP.109.5 bug from youpcorg#2568: a rule with trigger_event_id and
// no parent_id must NOT fall back to the proceeding's trigger date.
// The buggy behaviour rendered the rule with a fabricated date 2 weeks
// before the user's SoC date.
func TestCalculate_TriggerEventIDWithoutAnchor_Suppressed(t *testing.T) {
ctx := context.Background()
pt, soc, _ := mandatorySocFixture(t)
str := func(s string) *string { return &s }
procIDPtr := &pt.ID
ruleID, _ := uuid.NewRandom()
ruleCode := "upc.inf.cfi.rop_109_5"
rop109_5Trigger := int64(49)
rop109_5 := Rule{
ID: ruleID,
ProceedingTypeID: procIDPtr,
ParentID: nil,
SubmissionCode: &ruleCode,
Name: "Vorbereitung mündliche Verhandlung",
NameEN: "Oral hearing preparation",
PrimaryParty: str("both"),
DurationValue: 2,
DurationUnit: "weeks",
Timing: str("before"),
SequenceOrder: 100,
IsActive: true,
LifecycleState: "published",
Priority: "mandatory",
TriggerEventID: &rop109_5Trigger,
}
cat := &stubCatalogWithTriggers{
stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, rop109_5}},
triggerEvents: map[int64]TriggerEvent{
49: {ID: 49, Code: "oral_hearing", Name: "Oral hearing", NameDE: "Mündliche Verhandlung"},
},
}
timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{}, cat, noOpHolidays{}, fixedCourts{})
if err != nil {
t.Fatalf("Calculate: %v", err)
}
byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
for _, d := range timeline.Deadlines {
byCode[d.Code] = d
}
rop, ok := byCode[ruleCode]
if !ok {
t.Fatalf("RoP.109.5 missing from timeline; want present with conditional-no-date")
}
if rop.DueDate != "" {
t.Errorf("RoP.109.5: DueDate=%q, want empty (no oral_hearing anchor supplied)", rop.DueDate)
}
if !rop.IsConditional {
t.Errorf("RoP.109.5: IsConditional=%v, want true", rop.IsConditional)
}
if timeline.RulesAwaitingAnchor != 1 {
t.Errorf("RulesAwaitingAnchor=%d, want 1", timeline.RulesAwaitingAnchor)
}
}
// TestCalculate_TriggerEventIDWithAnchor_Renders verifies the
// caller-supplied trigger-event anchor produces correct arithmetic.
// 2 weeks before 2026-10-15 = 2026-10-01.
func TestCalculate_TriggerEventIDWithAnchor_Renders(t *testing.T) {
ctx := context.Background()
pt, soc, _ := mandatorySocFixture(t)
str := func(s string) *string { return &s }
procIDPtr := &pt.ID
ruleID, _ := uuid.NewRandom()
ruleCode := "upc.inf.cfi.rop_109_5"
rop109_5Trigger := int64(49)
rop109_5 := Rule{
ID: ruleID,
ProceedingTypeID: procIDPtr,
ParentID: nil,
SubmissionCode: &ruleCode,
Name: "Vorbereitung mündliche Verhandlung",
NameEN: "Oral hearing preparation",
PrimaryParty: str("both"),
DurationValue: 2,
DurationUnit: "weeks",
Timing: str("before"),
SequenceOrder: 100,
IsActive: true,
LifecycleState: "published",
Priority: "mandatory",
TriggerEventID: &rop109_5Trigger,
}
cat := &stubCatalogWithTriggers{
stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, rop109_5}},
triggerEvents: map[int64]TriggerEvent{
49: {ID: 49, Code: "oral_hearing", Name: "Oral hearing", NameDE: "Mündliche Verhandlung"},
},
}
opts := CalcOptions{
TriggerEventAnchors: map[string]string{
"oral_hearing": "2026-10-15",
},
}
timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", opts, cat, noOpHolidays{}, fixedCourts{})
if err != nil {
t.Fatalf("Calculate: %v", err)
}
byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
for _, d := range timeline.Deadlines {
byCode[d.Code] = d
}
rop := byCode[ruleCode]
if rop.DueDate != "2026-10-01" {
t.Errorf("RoP.109.5: DueDate=%q, want 2026-10-01 (2 weeks before oral_hearing 2026-10-15)", rop.DueDate)
}
if rop.IsConditional {
t.Errorf("RoP.109.5: IsConditional=%v, want false (anchor supplied)", rop.IsConditional)
}
if timeline.RulesAwaitingAnchor != 0 {
t.Errorf("RulesAwaitingAnchor=%d, want 0", timeline.RulesAwaitingAnchor)
}
}
// TestCalculate_MandatoryRule_RendersByDefault is the control case for
// the optional-suppression fix: mandatory rules render with their
// computed dates by default. Prevents regression where the optional
// filter accidentally drops mandatory rules too.
func TestCalculate_MandatoryRule_RendersByDefault(t *testing.T) {
ctx := context.Background()
pt, soc, socID := mandatorySocFixture(t)
str := func(s string) *string { return &s }
procIDPtr := &pt.ID
replyID, _ := uuid.NewRandom()
replyCode := "upc.inf.cfi.reply"
reply := Rule{
ID: replyID,
ProceedingTypeID: procIDPtr,
ParentID: &socID,
SubmissionCode: &replyCode,
Name: "Klageerwiderung",
NameEN: "Reply to SoC",
PrimaryParty: str("defendant"),
DurationValue: 3,
DurationUnit: "months",
Timing: str("after"),
SequenceOrder: 10,
IsActive: true,
LifecycleState: "published",
Priority: "mandatory",
}
cat := &stubCatalogWithTriggers{
stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, reply}},
}
timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{}, cat, noOpHolidays{}, fixedCourts{})
if err != nil {
t.Fatalf("Calculate: %v", err)
}
byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
for _, d := range timeline.Deadlines {
byCode[d.Code] = d
}
got, ok := byCode[replyCode]
if !ok {
t.Fatalf("mandatory reply rule missing from default timeline")
}
if got.DueDate != "2026-08-26" {
t.Errorf("reply: DueDate=%q, want 2026-08-26 (3 months after SoC)", got.DueDate)
}
}
// TestCalculate_OptionalRule_SuppressedByDefault pins the
// youpcorg#2570 fix: priority='optional' rules don't render in the
// default timeline. The caller opts in via IncludeOptional=true.
func TestCalculate_OptionalRule_SuppressedByDefault(t *testing.T) {
ctx := context.Background()
pt, soc, socID := mandatorySocFixture(t)
str := func(s string) *string { return &s }
procIDPtr := &pt.ID
confID, _ := uuid.NewRandom()
confCode := "upc.inf.cfi.rop_262_2"
conf := Rule{
ID: confID,
ProceedingTypeID: procIDPtr,
ParentID: &socID,
SubmissionCode: &confCode,
Name: "Erwiderung Vertraulichkeitsantrag",
NameEN: "Reply to confidentiality motion",
PrimaryParty: str("both"),
DurationValue: 14,
DurationUnit: "days",
Timing: str("after"),
SequenceOrder: 20,
IsActive: true,
LifecycleState: "published",
Priority: "optional",
}
cat := &stubCatalogWithTriggers{
stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, conf}},
}
timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{}, cat, noOpHolidays{}, fixedCourts{})
if err != nil {
t.Fatalf("Calculate: %v", err)
}
for _, d := range timeline.Deadlines {
if d.Code == confCode {
t.Errorf("optional R.262(2) rule rendered in default timeline (DueDate=%q); want suppressed", d.DueDate)
}
}
}
// TestCalculate_OptionalRule_RendersWithIncludeOptional verifies the
// opt-in path: when the caller passes IncludeOptional=true, optional
// rules show up in the timeline with their computed dates.
func TestCalculate_OptionalRule_RendersWithIncludeOptional(t *testing.T) {
ctx := context.Background()
pt, soc, socID := mandatorySocFixture(t)
str := func(s string) *string { return &s }
procIDPtr := &pt.ID
confID, _ := uuid.NewRandom()
confCode := "upc.inf.cfi.rop_262_2"
conf := Rule{
ID: confID,
ProceedingTypeID: procIDPtr,
ParentID: &socID,
SubmissionCode: &confCode,
Name: "Erwiderung Vertraulichkeitsantrag",
NameEN: "Reply to confidentiality motion",
PrimaryParty: str("both"),
DurationValue: 14,
DurationUnit: "days",
Timing: str("after"),
SequenceOrder: 20,
IsActive: true,
LifecycleState: "published",
Priority: "optional",
}
cat := &stubCatalogWithTriggers{
stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, conf}},
}
timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{IncludeOptional: true}, cat, noOpHolidays{}, fixedCourts{})
if err != nil {
t.Fatalf("Calculate: %v", err)
}
byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
for _, d := range timeline.Deadlines {
byCode[d.Code] = d
}
got, ok := byCode[confCode]
if !ok {
t.Fatalf("optional R.262(2) missing from timeline despite IncludeOptional=true")
}
// R.262(2) is the "optional opposing-side" pattern (priority=optional,
// primary_party=both, parent=SoC root) — the engine renders this as
// IsConditional (no concrete date) per the t-paliad-289 logic
// preserved in the walk. The point of this test is that the rule
// is no longer suppressed wholesale by the t-paliad-342 default —
// it surfaces, just with the conditional-render UX.
if !got.IsConditional {
t.Errorf("R.262(2): IsConditional=%v, want true (optional opposing-side, no real trigger recorded)", got.IsConditional)
}
}
// TestCalculate_TriggerEventID_MalformedAnchor_Errors ensures
// malformed dates in TriggerEventAnchors fail fast at the top of the
// engine, before any rule walking — same protocol as AnchorOverrides.
func TestCalculate_TriggerEventID_MalformedAnchor_Errors(t *testing.T) {
ctx := context.Background()
pt, soc, _ := mandatorySocFixture(t)
cat := &stubCatalogWithTriggers{
stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc}},
}
opts := CalcOptions{
TriggerEventAnchors: map[string]string{
"oral_hearing": "15-10-2026", // wrong format
},
}
_, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", opts, cat, noOpHolidays{}, fixedCourts{})
if err == nil {
t.Fatalf("Calculate: want error on malformed TriggerEventAnchors date, got nil")
}
}