fleet-memory/hindsight-api/tests/test_causal_relations.py
Nicolò Boschi 8d731f2e5f
feat: implement hierarchical configuration (system, tenant, bank) (#329)
* feat: implement hierarchical configuration (system, tenant, bank)

* feat: implement hierarchical configuration (system, tenant, bank)

* docs: add instructions for hierarchical config in CLAUDE.md

* feat: add ENABLE_BANK_CONFIG_API flag (disabled by default)

- Add HINDSIGHT_API_ENABLE_BANK_CONFIG_API env var (default: false)
- Return 403 Forbidden from bank config endpoints when disabled
- Update tests to enable the flag
- Update CLAUDE.md documentation

This provides security control over the bank configuration API,
ensuring it's only accessible when explicitly enabled.

* docs: add hierarchical configuration section

* feat(cli): add bank config commands (config, set-config, reset-config)

- Add 'hindsight bank config' to view bank configuration
- Add 'hindsight bank set-config' to update LLM settings per bank
- Add 'hindsight bank reset-config' to reset to defaults
- Implements client API calls to new bank config endpoints

* fix(cli): fix compilation errors in bank config commands

- Fix type signature: use ApiClient instead of api::Client
- Fix confirmation: use ui::prompt_confirmation instead of ui::confirm
- Fix error handling: use anyhow! macro instead of errors::Error
- Fix type conversion: convert HashMap to serde_json::Map for API call

* feat: implement type-safe hierarchical config with bank overrides

Implements a production-ready hierarchical configuration system that prevents
accidentally using global defaults when bank-specific overrides exist.

- Created StaticConfigProxy that wraps HindsightConfig
- get_config() now returns proxy that blocks access to bank-configurable fields
- Raises ConfigFieldAccessError with clear message when accessing configurable fields
- Added _get_raw_config() for internal use only
- Forces developers to use resolve_full_config(bank_id, context) for bank settings

- Added resolve_full_config() method that returns complete HindsightConfig
- Resolves hierarchy: Global (env) → Tenant → Bank
- No caching to support multi-server deployments (always fresh from DB)
- LLM provider pooling handles expensive operations separately

- Updated entire retain pipeline to pass resolved config through call chain
- memory_engine.py: Resolves config at top level where bank_id/context available
- orchestrator.py: Accepts and passes config to fact_extraction
- fact_extraction.py: Uses passed config instead of get_config()
- utils.py: Added optional config param for backward compatibility

- consolidator.py: Uses resolve_full_config() for enable_observations check
- memory_engine.py: Resolves config before triggering consolidation

- Renamed "Memory Bank" to "Bank Configuration" with tabs
- Combined Stats and Operations into "General" tab
- Consolidated Profile and Configuration into "Configuration" tab
- Moved Actions dropdown to page level (outside tabs)

- Created new component for managing bank-specific config
- Displays configurable fields: retain_chunk_size, retain_extraction_mode, etc.
- Edit via dialog with form validation
- Reset to defaults via AlertDialog confirmation
- Shows field IDs in monospace for clarity
- Visual separation with borders and hover effects

- Removed inline edit mode, switched to dialog-based editing
- Separate dialogs for Disposition and Mission editing
- Read-only display with clear edit buttons
- Removed duplicate stats cards and operations

- bank-stats-view.tsx: Overview statistics (memories, links, documents, pending ops)
- bank-operations-view.tsx: Background operations table with filtering

**Problem**: Consolidation always used global enable_observations, ignoring bank overrides
**Root Cause**: consolidator.py called get_config() instead of resolving bank-specific config
**Solution**: Pass resolved config through the entire pipeline

**Problem**: asyncpg returning JSONB as JSON string instead of parsed dict
**Solution**: Explicit JSON parsing in config_resolver.py with type checking

- All 19 API integration tests pass
- All 10 hierarchical config tests pass
- Retain operations work correctly with bank-specific config
- Consolidation respects bank-specific enable_observations setting

- Updated developer/configuration.md with type-safe config access pattern
- Added examples showing correct usage patterns
- Documented ConfigFieldAccessError and resolution methods

- get_config() now returns StaticConfigProxy (blocks configurable field access)
- Code accessing bank-configurable fields must use resolve_full_config()
- Clear migration path with helpful error messages

Fixes hierarchical configuration to be production-ready with proper type safety.

* refactor: remove LLM client pool and simplify config resolver

Since LLM config (provider, model, api_key) is now static and not
bank-configurable, the LLMClientPool is no longer needed.

Changes:
- Remove hindsight_api/llm_client_pool.py (no longer needed)
- Remove memory_engine._get_bank_llm_config() (dead code, never called)
- Simplify config_resolver.py by eliminating duplication between
  resolve_full_config() and get_bank_config()
- get_bank_config() now calls resolve_full_config() and filters results
- Remove outdated "LLM provider pooling" comments from docstrings

All tests pass (10 hierarchical config tests, 19 API integration tests)

* fix: update tests to use _get_raw_config() for configurable fields

Fixed test fixtures that were accessing configurable fields (like
enable_observations) from get_config(), which now raises
ConfigFieldAccessError due to type-safe config access.

Changes:
- test_consolidation.py: Changed enable_observations fixture to use
  _get_raw_config() instead of get_config()
- test_consolidation.py: Updated test_consolidation_returns_disabled_status
  to set bank config instead of mocking get_config()
- test_link_expansion_retrieval.py: Changed fixture to use _get_raw_config()
- test_observations.py: Changed disable_observations fixture to use
  _get_raw_config()
- Regenerated OpenAPI spec and clients

All 39 previously failing tests now pass.

* fix: add missing config parameter to test calls of extract_facts_from_text()

Fixed 45 test failures where tests were calling extract_facts_from_text()
without the new required config parameter.

Changes:
- Added config=_get_raw_config() to all extract_facts_from_text() calls
- Fixed test_main_module.py to patch _get_raw_config instead of get_config
- Updated 6 test files with 37 function call sites

All tests should now pass.

* fix: add missing config parameter to test_skip_podcast_meta_commentary

One more test was missing the config parameter for extract_facts_from_text().
2026-02-12 13:14:57 +01:00

229 lines
8.4 KiB
Python

"""
Test suite for causal relations extraction and validation.
Tests that:
1. Causal relations only reference previous facts (target_index < current fact index)
2. Invalid causal relation indices are rejected
3. The new per-fact causal relations schema works correctly
"""
from datetime import datetime
import pytest
from hindsight_api import LLMConfig
from hindsight_api.config import _get_raw_config
from hindsight_api.engine.retain.fact_extraction import extract_facts_from_text
class TestCausalRelationsValidation:
"""Tests for causal relations index validation."""
@pytest.mark.asyncio
async def test_causal_relations_only_reference_previous_facts(self):
"""
Test that causal relations can only reference facts that appear before them.
This test verifies the new schema that prevents hallucination of invalid
fact indices by constraining target_index to be less than the current fact's index.
"""
# Text with clear causal chain
text = """
I lost my job in January due to company layoffs.
Because I lost my job, I couldn't pay my rent.
Since I couldn't afford rent, I had to move to a cheaper apartment.
After moving, I started looking for a new job.
"""
context = "Personal life update"
llm_config = LLMConfig.for_memory()
event_date = datetime(2024, 3, 15)
facts, _, usage = await extract_facts_from_text(
text=text,
event_date=event_date,
context=context,
llm_config=llm_config,
agent_name="TestUser",
config=_get_raw_config(),
)
assert len(facts) > 0, "Should extract at least one fact"
# Verify all causal relations reference valid previous facts
for i, fact in enumerate(facts):
if fact.causal_relations:
for rel in fact.causal_relations:
assert rel.target_fact_index < i, (
f"Fact {i} has causal relation to fact {rel.target_fact_index}, "
f"but target_index must be < current index ({i})"
)
assert rel.target_fact_index >= 0, (
f"Fact {i} has negative causal relation index: {rel.target_fact_index}"
)
assert rel.relation_type in ["caused_by", "enabled_by", "prevented_by"], (
f"Invalid relation_type: {rel.relation_type}"
)
@pytest.mark.asyncio
async def test_first_fact_has_no_causal_relations(self):
"""
Test that the first fact (index 0) cannot have causal relations.
Since causal relations can only reference previous facts,
and there are no facts before index 0, the first fact should
have no causal relations.
"""
text = """
The user started a new machine learning project.
The project requires learning TensorFlow.
Learning TensorFlow is challenging but rewarding.
"""
context = "Project update"
llm_config = LLMConfig.for_memory()
event_date = datetime(2024, 6, 1)
facts, _, _ = await extract_facts_from_text(
text=text,
event_date=event_date,
context=context,
llm_config=llm_config,
agent_name="TestUser",
config=_get_raw_config(),
)
assert len(facts) > 0, "Should extract at least one fact"
# First fact should have no causal relations (nothing to reference)
if facts[0].causal_relations:
# If there are causal relations on the first fact, they should be empty
# or the validation should have filtered them out
for rel in facts[0].causal_relations:
# This should never happen due to validation
assert False, (
f"First fact should not have causal relations, "
f"but found: target_index={rel.target_fact_index}"
)
@pytest.mark.asyncio
async def test_causal_chain_extraction(self):
"""
Test that a clear causal chain is extracted with valid relations.
"""
text = """
Emily got promoted to senior engineer last month.
Because of her promotion, she received a significant salary increase.
With the extra money, she decided to buy a new car.
"""
context = "Personal achievement story"
llm_config = LLMConfig.for_memory()
event_date = datetime(2024, 7, 15)
facts, _, _ = await extract_facts_from_text(
text=text,
event_date=event_date,
context=context,
llm_config=llm_config,
agent_name="TestUser",
config=_get_raw_config(),
)
assert len(facts) > 0, "Should extract facts about the causal chain"
# Collect all causal relations
all_relations = []
for i, fact in enumerate(facts):
if fact.causal_relations:
for rel in fact.causal_relations:
all_relations.append({
"from_fact": i,
"to_fact": rel.target_fact_index,
"type": rel.relation_type,
})
# If causal relations were extracted, verify they form a valid chain
if all_relations:
for rel in all_relations:
assert rel["to_fact"] < rel["from_fact"], (
f"Causal relation from fact {rel['from_fact']} to fact {rel['to_fact']} "
f"is invalid (target must be < source)"
)
@pytest.mark.asyncio
async def test_token_efficiency_with_causal_relations(self):
"""
Test that causal relations don't cause excessive output tokens.
This test verifies that the new schema (per-fact causal relations
with index constraints) doesn't waste tokens on invalid relations.
"""
text = """
The company announced budget cuts in Q1.
Due to the budget cuts, the marketing team was reduced.
The reduced team meant fewer campaigns could be run.
With fewer campaigns, lead generation dropped.
Lower leads resulted in decreased sales.
"""
context = "Business impact analysis"
llm_config = LLMConfig.for_memory()
event_date = datetime(2024, 4, 1)
facts, _, usage = await extract_facts_from_text(
text=text,
event_date=event_date,
context=context,
llm_config=llm_config,
agent_name="TestUser",
config=_get_raw_config(),
)
assert len(facts) > 0, "Should extract facts"
# Calculate output/input ratio
if usage.input_tokens > 0:
ratio = usage.output_tokens / usage.input_tokens
# The ratio should be reasonable (< 5x) with the new schema
# Previously it could be 7-10x due to hallucinated indices
assert ratio < 6, (
f"Output/input token ratio {ratio:.2f}x is too high. "
f"Input: {usage.input_tokens}, Output: {usage.output_tokens}"
)
@pytest.mark.asyncio
async def test_relation_types_are_backward_looking(self):
"""
Test that all relation types describe how the current fact
relates to a previous fact (caused_by, enabled_by, prevented_by).
"""
text = """
Alice learned Python programming.
Because she knew Python, she got a job as a data scientist.
Her data science skills enabled her to lead the analytics team.
"""
context = "Career progression"
llm_config = LLMConfig.for_memory()
event_date = datetime(2024, 5, 1)
facts, _, _ = await extract_facts_from_text(
text=text,
event_date=event_date,
context=context,
llm_config=llm_config,
agent_name="TestUser",
config=_get_raw_config(),
)
# Verify relation types are all backward-looking
valid_types = {"caused_by", "enabled_by", "prevented_by"}
for i, fact in enumerate(facts):
if fact.causal_relations:
for rel in fact.causal_relations:
assert rel.relation_type in valid_types, (
f"Invalid relation_type '{rel.relation_type}'. "
f"Must be one of: {valid_types}"
)