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iris/src/needs.rs
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//! A business's needs, stated apart from how its pages word them.
//!
//! A content repo may ship a `needs.yaml` at its root: each *need* says
//! who wants what, where they enter, which bucket the answer must land
//! in, and which group has to be able to carry it to a finished state.
//! Two things are checked against it:
//!
//! - **Structure** (`check`): deterministic. A path of submissions
//! leads from the entry page to the bucket, within an effort budget;
//! the handling group has a desk over that bucket; every finished
//! state is reachable through the moves that desk offers, and no
//! record strands on the way.
//! - **Wording** (`tasks` / `score`): each *persona* is a visitor in
//! their own words. Every page on their path becomes one typed
//! `choice` question for an external answering engine - the page's
//! question, its alternatives as the options - and the engine's picks
//! are scored against the alternatives that actually meet the need.
//! A misroute is a wording defect: the page said one thing and the
//! visitor heard another.
//!
//! The engine is deliberately outside this crate: tasks go out as
//! JSONL, answers come back as JSONL, so any classifier or LLM can sit
//! in between and be compared on the same tasks.
use std::collections::{BTreeMap, HashMap, HashSet, VecDeque};
use serde::{Deserialize, Serialize};
use portal::aggregates::AggregateSchema;
use portal::content::{action_target_id, Alternative, Question};
#[derive(Debug, Default, Deserialize)]
#[serde(deny_unknown_fields)]
pub struct NeedsFile {
#[serde(default)]
pub needs: Vec<Need>,
#[serde(default)]
pub personas: Vec<Persona>,
}
#[derive(Debug, Deserialize)]
#[serde(deny_unknown_fields)]
pub struct Need {
pub id: String,
/// The kind of visitor - prose, for the reader of the report.
pub who: String,
pub wants: String,
/// The page they arrive on.
#[serde(default = "root")]
pub enters: String,
/// The group they hold when they arrive; unset means anonymous.
#[serde(default)]
pub enters_as: Option<String>,
/// The alternative on the entry page that serves this need, when
/// several record into the same bucket.
#[serde(default)]
pub via: Option<String>,
/// The bucket their answer must be recorded into.
pub lands_in: String,
/// The group that must be able to see the record and move it.
pub handled_by: String,
/// The states that count as handled.
pub done_when: Vec<String>,
/// Submissions the visitor may be asked for before the record
/// exists.
#[serde(default = "default_max_steps")]
pub max_steps: usize,
/// Required fields across the whole path - the onboarding effort
/// budget.
#[serde(default)]
pub max_fields: Option<usize>,
/// Declared, and knowingly not open yet: what is missing reports
/// as a warning, so the gap stays visible without failing CI.
#[serde(default)]
pub planned: bool,
/// Each state of the bucket in plain words, in the site's
/// language, for the scorer: state ids are ASCII, and a Norwegian
/// `ikke_lost` reads as English to a model.
#[serde(default)]
pub stage_words: std::collections::BTreeMap<String, String>,
/// The finished states that are a good outcome for the business -
/// a subset of `done_when`. "lost" is finished; "won" is success.
/// What a simulation or a live bucket report counts toward.
#[serde(default)]
pub success: Vec<String>,
/// Every stage the business said a case goes through, in its own
/// order, first to last. Written from how the business describes
/// its work, before any state machine exists, so that a machine
/// which quietly skips a stage ("we go and look, then we quote"
/// becoming open -> quoted) fails instead of passing.
#[serde(default)]
pub stages: Vec<String>,
/// Other groups whose desks carry some of this need's moves: a
/// site manager closing what a project manager opened. Their
/// buttons count toward reaching `done_when` exactly as
/// `handled_by`'s do. `handled_by` must still hold a desk of its
/// own - someone has to be answerable for the record.
#[serde(default)]
pub also_moved_by: Vec<String>,
}
fn root() -> String {
"/".to_string()
}
fn default_max_steps() -> usize {
2
}
#[derive(Debug, Deserialize)]
#[serde(deny_unknown_fields)]
pub struct Persona {
pub id: String,
pub need: String,
/// The visitor's situation in their own words - never the page's.
pub text: String,
}
pub fn parse(raw: &str) -> anyhow::Result<NeedsFile> {
serde_yaml::from_str(raw).map_err(|e| anyhow::anyhow!("parsing needs.yaml: {e}"))
}
#[derive(Clone, Copy, Debug, PartialEq, Eq)]
pub enum Level {
Fail,
Warn,
}
#[derive(Debug)]
pub struct Finding {
pub need: String,
pub level: Level,
pub message: String,
}
#[derive(Clone, Debug, PartialEq, Eq)]
pub struct Step {
pub page: String,
pub alternative: String,
}
/// One alternative on a page that still meets the need, with the
/// cheapest way on from it.
struct Viable {
alternative: String,
path: Vec<Step>,
fields: usize,
records_with_action: Option<bool>,
}
type Questions = HashMap<String, Question>;
fn visible(q: &Question, as_group: Option<&str>) -> bool {
match &q.qualifies {
None => true,
Some(group) => as_group == Some(group.as_str()),
}
}
/// What a person has to fill in: required fields, less the ones that
/// carry rather than ask - a `record` naming the case an answer is
/// about, a `hidden` preset - which cost nobody anything.
fn required_fields(alt: &Alternative) -> usize {
alt.features
.iter()
.flat_map(|f| &f.requirements)
.filter(|r| !r.optional && r.kind != "record" && r.kind != "hidden")
.count()
}
/// The alternatives on `page` from which the need is still met within
/// `remaining` submissions.
fn viable(
questions: &Questions,
need: &Need,
page: &Question,
remaining: usize,
entry: bool,
include_disabled: bool,
trail: &mut Vec<String>,
) -> Vec<Viable> {
let mut out = Vec::new();
if remaining == 0 {
return out;
}
for alt in page.alternatives.iter().filter(|a| include_disabled || !a.disabled) {
if entry && need.via.as_deref().is_some_and(|via| via != alt.name) {
continue;
}
let step = Step {
page: page.id.clone(),
alternative: alt.name.clone(),
};
let fields = required_fields(alt);
if alt.record_as.as_deref() == Some(need.lands_in.as_str()) {
out.push(Viable {
alternative: alt.name.clone(),
path: vec![step],
fields,
records_with_action: Some(alt.action.is_some()),
});
continue;
}
let Some(target) = alt
.action
.as_deref()
.and_then(|a| action_target_id(questions, a))
.and_then(|id| questions.get(&id))
else {
continue;
};
if trail.contains(&target.id) || !visible(target, need.enters_as.as_deref()) {
continue;
}
trail.push(target.id.clone());
let onward = viable(questions, need, target, remaining - 1, false, include_disabled, trail);
trail.pop();
if let Some(best) = onward.into_iter().min_by_key(|v| (v.path.len(), v.fields)) {
let mut path = vec![step];
path.extend(best.path);
out.push(Viable {
alternative: alt.name.clone(),
path,
fields: fields + best.fields,
records_with_action: best.records_with_action,
});
}
}
out
}
fn entry_viable(questions: &Questions, need: &Need, include_disabled: bool) -> Option<Vec<Viable>> {
let page = questions.get(&need.enters)?;
let mut trail = vec![page.id.clone()];
Some(viable(questions, need, page, need.max_steps, true, include_disabled, &mut trail))
}
/// The cheapest path that meets the need, if any.
pub fn path_for(questions: &Questions, need: &Need) -> Option<Vec<Step>> {
entry_viable(questions, need, false)?
.into_iter()
.min_by_key(|v| (v.path.len(), v.fields))
.map(|v| v.path)
}
struct Desk {
page: String,
group: Option<String>,
/// (from, to, button label)
moves: Vec<(String, String, String)>,
}
fn desks_over(questions: &Questions, bucket: &str) -> Vec<Desk> {
let mut desks = Vec::new();
for q in questions.values() {
for resource in q
.alternatives
.iter()
.flat_map(|a| &a.features)
.filter_map(|f| f.resource.as_ref())
.filter(|r| r.bucket() == Some(bucket))
{
desks.push(Desk {
page: q.id.clone(),
group: resource.requires_group.clone().or_else(|| q.qualifies.clone()),
moves: resource
.transitions
.iter()
.map(|t| (t.from.clone(), t.to.clone(), t.label.clone()))
.collect(),
});
}
}
desks.sort_by(|a, b| a.page.cmp(&b.page));
desks
}
/// Self-service moves into `bucket` - a visitor holding their own
/// record's link, no group involved (unsubscribe).
fn self_moves(questions: &Questions, bucket: &str) -> Vec<String> {
questions
.values()
.flat_map(|q| &q.alternatives)
.filter_map(|a| a.self_transition.as_ref())
.filter(|s| s.bucket == bucket)
.map(|s| s.to.clone())
.collect()
}
/// Structural check of every need. `Fail` findings mean the business
/// need is not met by the content as written.
pub fn check(
file: &NeedsFile,
questions: &Questions,
aggregates: &HashMap<String, AggregateSchema>,
) -> Vec<Finding> {
let mut findings = Vec::new();
let mut seen = HashSet::new();
for need in &file.needs {
let mut report = |level: Level, message: String| {
findings.push(Finding {
need: need.id.clone(),
level: if need.planned { Level::Warn } else { level },
message: if need.planned && level == Level::Fail {
format!("planned, not met yet: {message}")
} else {
message
},
})
};
if !seen.insert(need.id.as_str()) {
report(Level::Fail, "declared more than once".to_string());
continue;
}
// The visitor's side: can they get their answer recorded?
match questions.get(&need.enters) {
None => report(Level::Fail, format!("entry page {:?} does not exist", need.enters)),
Some(page) if !visible(page, need.enters_as.as_deref()) => report(
Level::Fail,
format!(
"entry page {:?} is gated on {:?}, which this visitor does not hold",
need.enters, page.qualifies
),
),
Some(page) => {
if page.responsible.is_none() {
report(
Level::Warn,
format!("entry page {:?} names no one responsible to turn to", need.enters),
);
}
let best = entry_viable(questions, need, false)
.unwrap_or_default()
.into_iter()
.min_by_key(|v| (v.path.len(), v.fields));
match best {
None if entry_viable(questions, need, true).is_some_and(|v| !v.is_empty()) => {
let blocked = entry_viable(questions, need, true)
.unwrap_or_default()
.into_iter()
.min_by_key(|v| (v.path.len(), v.fields))
.map(|v| v.path)
.unwrap_or_default();
let at = blocked
.iter()
.find(|s| {
questions[&s.page]
.alternatives
.iter()
.any(|a| a.name == s.alternative && a.disabled)
})
.map(|s| format!("{:?} on {}", s.alternative, s.page))
.unwrap_or_default();
report(
Level::Fail,
format!(
"the path exists but is closed: {at} is `disabled`, so the answer is advertised and refused"
),
)
}
None => report(
Level::Fail,
format!(
"no path from {:?}{} records into {:?} within {} submission(s)",
need.enters,
need.via
.as_ref()
.map(|v| format!(" via {v:?}"))
.unwrap_or_default(),
need.lands_in,
need.max_steps
),
),
Some(best) => {
if let Some(budget) = need.max_fields {
if best.fields > budget {
report(
Level::Fail,
format!(
"the path asks for {} required field(s), over the budget of {budget}",
best.fields
),
);
}
}
if best.records_with_action == Some(false) {
report(
Level::Warn,
"the recording alternative has no `action` - the visitor is never told what happens next".to_string(),
);
}
}
}
}
}
// The business's side: can the handling group finish it?
let Some(schema) = aggregates.get(&need.lands_in) else {
report(
Level::Fail,
format!("aggregates.yaml declares no state machine for {:?}", need.lands_in),
);
continue;
};
let desks = desks_over(questions, &need.lands_in);
let own: Vec<&Desk> = desks
.iter()
.filter(|d| {
d.group.as_deref().is_some_and(|g| g == need.handled_by || need.also_moved_by.iter().any(|m| m == g))
})
.collect();
if !desks.iter().any(|d| d.group.as_deref() == Some(need.handled_by.as_str())) {
let others: Vec<String> = desks
.iter()
.map(|d| format!("{} ({})", d.page, d.group.as_deref().unwrap_or("ungated")))
.collect();
report(
Level::Fail,
format!(
"no desk gated on {:?} reads {:?}{}",
need.handled_by,
need.lands_in,
if others.is_empty() {
String::new()
} else {
format!(" - it is read by {}", others.join(", "))
}
),
);
continue;
}
let selfs = self_moves(questions, &need.lands_in);
let exits = |state: &str| -> Vec<String> {
let allowed = schema.allowed(state);
let mut to: Vec<String> = own
.iter()
.flat_map(|d| &d.moves)
.filter(|(from, to, _)| from == state && allowed.contains(to))
.map(|(_, to, _)| to.clone())
.collect();
to.extend(selfs.iter().filter(|to| allowed.contains(to)).cloned());
to
};
let done: HashSet<&str> = need.done_when.iter().map(String::as_str).collect();
// Reachability walks the whole machine (a finished state may
// lead on to another: subscribed, then unsubscribed). Stranding
// only counts on the way to the first finished state - what
// happens to a handled record afterwards is not this need.
let mut reached: HashSet<String> = HashSet::from([schema.initial.clone()]);
let mut queue = VecDeque::from([(schema.initial.clone(), false)]);
let mut stranded = Vec::new();
while let Some((state, past_done)) = queue.pop_front() {
let past_done = past_done || done.contains(state.as_str());
let next = exits(&state);
if next.is_empty() && !past_done {
stranded.push(state.clone());
}
for to in next {
if reached.insert(to.clone()) {
queue.push_back((to, past_done));
}
}
}
for state in &need.done_when {
if !schema.has_state(state) {
report(
Level::Fail,
format!("done_when names {state:?}, which {:?} has no such state", need.lands_in),
);
} else if !reached.contains(state) {
report(
Level::Fail,
format!(
"{:?} cannot move a record to {state:?} - no desk of theirs offers the moves",
need.handled_by
),
);
}
}
for stage in &need.stages {
if !schema.has_state(stage) {
report(
Level::Fail,
format!(
"the business describes a stage {stage:?} that {:?} has no state for",
need.lands_in
),
);
} else if !reached.contains(stage) {
report(
Level::Fail,
format!(
"stage {stage:?} exists but {:?} is offered no moves that reach it",
need.handled_by
),
);
}
}
for state in &need.success {
if !need.done_when.contains(state) {
report(
Level::Fail,
format!("success names {state:?}, which is not one of done_when"),
);
}
}
stranded.sort();
for state in stranded {
report(
Level::Fail,
format!(
"records strand in {state:?}: {:?} is offered no move out of it",
need.handled_by
),
);
}
}
let need_ids: HashSet<&str> = file.needs.iter().map(|n| n.id.as_str()).collect();
for persona in &file.personas {
if !need_ids.contains(persona.need.as_str()) {
findings.push(Finding {
need: persona.need.clone(),
level: Level::Fail,
message: format!("persona {:?} points at a need that is not declared", persona.id),
});
}
}
findings
}
/// Everything a simulation of the business needs, resolved: each
/// need's path with the choice on every page and the form that gets
/// filled, each bucket's state machine with the buttons every desk
/// offers, and the personas. Portal resolves it because only portal
/// loads content the way the runtime does (derived ids, relative
/// refs, sections); whoever simulates reads plain JSON.
pub fn sim_model(
file: &NeedsFile,
questions: &Questions,
aggregates: &HashMap<String, AggregateSchema>,
) -> serde_json::Value {
use serde_json::json;
let mut needs = Vec::new();
let mut buckets = serde_json::Map::new();
for need in &file.needs {
let Some(path) = path_for(questions, need) else {
continue;
};
let steps: Vec<serde_json::Value> = path
.iter()
.enumerate()
.map(|(i, step)| {
let page = &questions[&step.page];
let mut trail: Vec<String> = path[..=i].iter().map(|s| s.page.clone()).collect();
let expect: Vec<String> =
viable(questions, need, page, need.max_steps - i, i == 0, false, &mut trail)
.into_iter()
.map(|v| v.alternative)
.collect();
let fields: Vec<serde_json::Value> = page
.alternatives
.iter()
.find(|a| a.name == step.alternative)
.into_iter()
.flat_map(|a| &a.features)
.flat_map(|f| &f.requirements)
.map(|r| {
json!({
"name": r.name,
"label": r.label.clone().unwrap_or_else(|| r.name.clone()),
"type": r.kind,
"optional": r.optional,
"options": r.options,
})
})
.collect();
json!({
"page": step.page,
"question": page.name,
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"context": page_context(page),
"options": page.alternatives.iter().filter(|a| !a.disabled && leads_somewhere(a)).map(|a| json!({
"name": a.name,
"description": plain(&a.description),
})).collect::<Vec<_>>(),
"expect": expect,
"alternative": step.alternative,
"fields": fields,
})
})
.collect();
needs.push(json!({
"id": need.id,
"who": need.who,
"wants": need.wants,
"enters_as": need.enters_as,
"lands_in": need.lands_in,
"handled_by": need.handled_by,
"done_when": need.done_when,
"success": need.success,
"steps": steps,
}));
if let Some(schema) = aggregates.get(&need.lands_in) {
buckets.entry(need.lands_in.clone()).or_insert_with(|| {
json!({
"initial": schema.initial,
"transitions": schema.transitions,
"words": need.stage_words,
"desks": desks_over(questions, &need.lands_in).iter().map(|d| json!({
"page": d.page,
"group": d.group,
"moves": d.moves.iter().map(|(from, to, label)| json!({
"from": from, "to": to, "label": label,
})).collect::<Vec<_>>(),
})).collect::<Vec<_>>(),
"self_moves": self_moves(questions, &need.lands_in),
})
});
}
}
json!({
"needs": needs,
"buckets": buckets,
"personas": file.personas.iter().map(|p| json!({
"id": p.id, "need": p.need, "text": plain(&p.text),
})).collect::<Vec<_>>(),
})
}
/// One decision for the answering engine - the shape is laya's
/// `predict(state, questions)` input, so an adapter is a loop and
/// nothing more; any other engine reads the same fields.
#[derive(Debug, Serialize)]
pub struct Task {
pub id: String,
pub persona: String,
pub need: String,
pub page: String,
pub state: BTreeMap<&'static str, String>,
pub questions: BTreeMap<&'static str, ChoiceQuestion>,
/// Every alternative that still meets the need from here. The
/// engine never sees this.
pub expect: Vec<String>,
}
#[derive(Debug, Serialize)]
pub struct ChoiceQuestion {
#[serde(rename = "type")]
pub kind: &'static str,
pub instructions: String,
pub criteria: BTreeMap<String, String>,
}
fn plain(text: &str) -> String {
text.split_whitespace().collect::<Vec<_>>().join(" ")
}
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/// A card a visitor can act on: it leads to a page, records an
/// answer, or moves a record. A card with none of those is read, not
/// picked - the opener that says what the business does, the look
/// around - and is context on the page, never an option.
pub fn leads_somewhere(a: &Alternative) -> bool {
a.action.is_some() || a.record_as.is_some() || a.self_transition.is_some()
}
/// What the page says before its options: every card that leads
/// nowhere, its heading, description and features, as one line each.
pub fn page_context(page: &Question) -> String {
page.alternatives
.iter()
.filter(|a| !a.disabled && !leads_somewhere(a))
.map(|a| {
let mut line = a.name.clone();
let description = plain(&a.description);
if !description.is_empty() {
line.push_str(&format!(": {description}"));
}
for f in &a.features {
let text = plain(&f.description);
match (f.name.trim().is_empty(), text.is_empty()) {
(true, true) => {}
(true, false) => line.push_str(&format!(" {text}")),
(false, true) => line.push_str(&format!(" {}.", f.name.trim())),
(false, false) => line.push_str(&format!(" {}: {text}", f.name.trim())),
}
}
line
})
.collect::<Vec<_>>()
.join("\n")
}
/// Every (persona, page-on-their-path) pair with a real choice on it.
/// `skim` shows the engine only each alternative's heading - what a
/// visitor who never reads the description has to go on.
pub fn tasks(file: &NeedsFile, questions: &Questions, skim: bool) -> Vec<Task> {
let mut out = Vec::new();
for persona in &file.personas {
let Some(need) = file.needs.iter().find(|n| n.id == persona.need) else {
continue;
};
let Some(path) = path_for(questions, need) else {
continue;
};
for (i, step) in path.iter().enumerate() {
let page = &questions[&step.page];
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let open: Vec<&Alternative> = page.alternatives.iter().filter(|a| !a.disabled && leads_somewhere(a)).collect();
if open.len() < 2 {
continue;
}
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let context = page_context(page);
let mut trail: Vec<String> = path[..=i].iter().map(|s| s.page.clone()).collect();
let expect: Vec<String> = viable(questions, need, page, need.max_steps - i, i == 0, false, &mut trail)
.into_iter()
.map(|v| v.alternative)
.collect();
let criteria = open
.iter()
.map(|a| {
let description = plain(&a.description);
(
a.name.clone(),
if skim || description.is_empty() { a.name.clone() } else { description },
)
})
.collect();
out.push(Task {
id: format!("{}@{}", persona.id, step.page),
persona: persona.id.clone(),
need: need.id.clone(),
page: step.page.clone(),
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state: if context.is_empty() {
BTreeMap::from([("body", plain(&persona.text))])
} else {
BTreeMap::from([("body", plain(&persona.text)), ("page", context)])
},
questions: BTreeMap::from([(
"pick",
ChoiceQuestion {
kind: "choice",
instructions: format!(
"A visitor reads the page question {:?}. Which alternative do they choose?",
page.name
),
criteria,
},
)]),
expect,
});
}
}
out
}
#[derive(Debug, Deserialize)]
pub struct Answer {
pub id: String,
pub choice: String,
#[serde(default)]
pub confidence: Option<f64>,
}
#[derive(Debug, Default)]
pub struct Score {
pub total: usize,
pub correct: usize,
/// (task id, picked, expected, confidence)
pub misroutes: Vec<(String, String, Vec<String>, Option<f64>)>,
/// Right, but the engine was under `hesitant_below` - wording that
/// works and is still close to a coin flip.
pub hesitant: Vec<(String, f64)>,
pub unanswered: Vec<String>,
}
impl Score {
pub fn accuracy(&self) -> f64 {
if self.total == 0 {
1.0
} else {
self.correct as f64 / self.total as f64
}
}
}
pub fn score(tasks: &[Task], answers: &[Answer], hesitant_below: f64) -> Score {
let by_id: HashMap<&str, &Answer> = answers.iter().map(|a| (a.id.as_str(), a)).collect();
let mut score = Score {
total: tasks.len(),
..Score::default()
};
for task in tasks {
match by_id.get(task.id.as_str()) {
None => score.unanswered.push(task.id.clone()),
Some(answer) if task.expect.contains(&answer.choice) => {
score.correct += 1;
if let Some(c) = answer.confidence.filter(|c| *c < hesitant_below) {
score.hesitant.push((task.id.clone(), c));
}
}
Some(answer) => score.misroutes.push((
task.id.clone(),
answer.choice.clone(),
task.expect.clone(),
answer.confidence,
)),
}
}
score
}
#[cfg(test)]
mod tests {
use super::*;
use portal::aggregates::parse_aggregates_yaml;
use portal::content::build_questions;
fn site(desk_moves: &str) -> (Questions, HashMap<String, AggregateSchema>) {
let files = vec![
(
"index.yaml".to_string(),
"name: What are you here for?\nresponsible: { name: A, contact: a@b.c }\nalternatives:\n - name: Hire us\n description: Bring a problem.\n action: /thanks\n record_as: projects\n features:\n - name: Brief\n requirements:\n - name: email\n type: email\n - name: brief\n type: textarea\n - name: budget\n optional: true\n - name: Follow along\n description: Notes by mail.\n action: /thanks\n record_as: subscribers\n".to_string(),
),
("thanks.yaml".to_string(), "name: Thanks\nfollowup: true\n".to_string()),
(
"desk/index.yaml".to_string(),
format!("name: Desk\nqualifies: owners\nalternatives:\n - name: Projects\n features:\n - name: \"\"\n resource:\n source: {{ kind: kv, bucket: projects }}\n requires_group: owners\n transitions:\n{desk_moves}"),
),
];
let aggregates = parse_aggregates_yaml(
"aggregates:\n - bucket: projects\n initial: open\n states:\n open: { event: submitted }\n quoted: { event: quoted }\n won: { event: won }\n lost: { event: lost }\n transitions:\n open: [quoted, lost]\n quoted: [won, lost]\n - bucket: subscribers\n attended_by: a mailer\n initial: open\n states:\n open: { event: subscribed }\n transitions: {}\n",
)
.unwrap();
(build_questions(&files).unwrap(), aggregates)
}
const FULL_DESK: &str = " - { to: quoted, label: Quote }\n - { to: lost, label: Lose }\n - { from: quoted, to: won, label: Win }\n - { from: quoted, to: lost, label: Lose }\n";
fn needs(extra: &str) -> NeedsFile {
parse(&format!(
"needs:\n - id: hire\n who: a client\n wants: work done\n lands_in: projects\n handled_by: owners\n done_when: [won, lost]\n{extra}personas:\n - id: founder\n need: hire\n text: I need someone to build our booking tool.\n"
))
.unwrap()
}
fn fails(findings: &[Finding]) -> Vec<&str> {
findings
.iter()
.filter(|f| f.level == Level::Fail)
.map(|f| f.message.as_str())
.collect()
}
#[test]
fn a_met_need_is_silent() {
let (questions, aggregates) = site(FULL_DESK);
let findings = check(&needs(" max_fields: 2\n"), &questions, &aggregates);
assert!(findings.is_empty(), "{findings:?}");
}
#[test]
fn effort_budget_counts_required_fields_only() {
let (questions, aggregates) = site(FULL_DESK);
let findings = check(&needs(" max_fields: 1\n"), &questions, &aggregates);
assert_eq!(fails(&findings), vec!["the path asks for 2 required field(s), over the budget of 1"]);
// A field that carries rather than asks is not effort: the
// record an answer is about arrives on the link.
let (mut questions, aggregates) = site(FULL_DESK);
let front = questions.get_mut("/").unwrap();
let brief = &mut front.alternatives[0].features[0].requirements;
let mut carrier = brief[0].clone();
carrier.name = "case".into();
carrier.kind = "record".into();
carrier.of = Some("projects".into());
carrier.optional = false;
brief.push(carrier);
let findings = check(&needs(" max_fields: 2\n"), &questions, &aggregates);
assert!(fails(&findings).is_empty(), "{findings:?}");
}
#[test]
fn a_desk_missing_a_move_strands_records_and_cannot_finish() {
// The desk can quote, but never close a quoted job.
let (questions, aggregates) = site(" - { to: quoted, label: Quote }\n - { to: lost, label: Lose }\n");
let findings = check(&needs(""), &questions, &aggregates);
assert_eq!(
fails(&findings),
vec![
"\"owners\" cannot move a record to \"won\" - no desk of theirs offers the moves",
"records strand in \"quoted\": \"owners\" is offered no move out of it",
]
);
}
#[test]
fn a_finished_state_may_lead_on_to_another() {
// quoted counts as handled here, yet won must still be
// reachable past it; lost-after-quoted is not this need's
// business, so nothing strands.
let (questions, aggregates) = site(FULL_DESK);
let mut file = needs("");
file.needs[0].done_when = vec!["quoted".to_string(), "won".to_string(), "lost".to_string()];
let findings = check(&file, &questions, &aggregates);
assert!(findings.is_empty(), "{findings:?}");
}
#[test]
fn a_disabled_alternative_is_named_as_the_reason() {
let (mut questions, aggregates) = site(FULL_DESK);
questions.get_mut("/").unwrap().alternatives[0].disabled = true;
let findings = check(&needs(""), &questions, &aggregates);
assert_eq!(
fails(&findings),
vec!["the path exists but is closed: \"Hire us\" on / is `disabled`, so the answer is advertised and refused"]
);
}
#[test]
fn success_must_be_a_finished_state_and_the_sim_model_carries_the_whole_flow() {
let (questions, aggregates) = site(FULL_DESK);
let mut file = needs(" success: [won]\n");
assert!(check(&file, &questions, &aggregates).is_empty());
let model = sim_model(&file, &questions, &aggregates);
let need = &model["needs"][0];
assert_eq!(need["success"][0], "won");
let step = &need["steps"][0];
assert_eq!(step["question"], "What are you here for?");
assert_eq!(step["expect"][0], "Hire us");
assert_eq!(step["options"].as_array().unwrap().len(), 2);
// The form the visitor fills, required and optional alike.
let fields = step["fields"].as_array().unwrap();
assert_eq!(fields.len(), 3);
assert_eq!(fields[2]["optional"], true);
// The desk's buttons, labelled, per state.
let moves = model["buckets"]["projects"]["desks"][0]["moves"].as_array().unwrap();
assert!(moves.iter().any(|m| m["from"] == "quoted" && m["to"] == "won" && m["label"] == "Win"));
assert_eq!(model["buckets"]["projects"]["initial"], "open");
assert_eq!(model["personas"][0]["id"], "founder");
// A stage the business named must exist as a state.
file.needs[0].stages = vec!["open".into(), "surveyed".into(), "quoted".into()];
assert_eq!(
fails(&check(&file, &questions, &aggregates)),
vec!["the business describes a stage \"surveyed\" that \"projects\" has no state for"]
);
file.needs[0].stages = vec!["open".into(), "quoted".into(), "won".into()];
assert!(check(&file, &questions, &aggregates).is_empty());
file.needs[0].success = vec!["quoted".to_string()];
assert_eq!(
fails(&check(&file, &questions, &aggregates)),
vec!["success names \"quoted\", which is not one of done_when"]
);
}
#[test]
fn a_need_can_be_carried_by_more_than_one_groups_desk() {
// owners may only quote or lose; closing a quoted job is the
// site managers' button, on a desk of their own.
let (mut questions, aggregates) = site(" - { to: quoted, label: Quote }\n - { to: lost, label: Lose }\n");
let more = build_questions(&[(
"site/index.yaml".to_string(),
"name: Site desk\nqualifies: site_managers\nalternatives:\n - name: Projects\n features:\n - name: \"\"\n resource:\n source: { kind: kv, bucket: projects }\n requires_group: site_managers\n transitions:\n - { from: quoted, to: won, label: Win }\n - { from: quoted, to: lost, label: Lose }\n".to_string(),
)])
.unwrap();
questions.extend(more);
let mut file = needs("");
// Alone, owners cannot finish it...
assert_eq!(fails(&check(&file, &questions, &aggregates)).len(), 2);
// ...with the site managers' buttons counted, they can.
file.needs[0].also_moved_by = vec!["site_managers".to_string()];
assert!(check(&file, &questions, &aggregates).is_empty());
// But someone has to be answerable: handled_by needs its own desk.
file.needs[0].handled_by = "nobody".to_string();
assert!(fails(&check(&file, &questions, &aggregates))[0].starts_with("no desk gated on \"nobody\""));
}
#[test]
fn the_wrong_group_holding_the_desk_is_a_failure() {
let (questions, aggregates) = site(FULL_DESK);
let mut file = needs("");
file.needs[0].handled_by = "sales".to_string();
let findings = check(&file, &questions, &aggregates);
assert_eq!(
fails(&findings),
vec!["no desk gated on \"sales\" reads \"projects\" - it is read by /desk (owners)"]
);
}
#[test]
fn via_pins_the_entry_alternative() {
let (questions, aggregates) = site(FULL_DESK);
let mut file = needs("");
file.needs[0].via = Some("Follow along".to_string());
let findings = check(&file, &questions, &aggregates);
assert_eq!(
fails(&findings),
vec!["no path from \"/\" via \"Follow along\" records into \"projects\" within 2 submission(s)"]
);
}
#[test]
fn tasks_carry_the_page_as_a_choice_and_score_separates_misroutes() {
let (questions, _) = site(FULL_DESK);
let file = needs("");
let tasks = tasks(&file, &questions, false);
let skimmed = super::tasks(&file, &questions, true);
assert_eq!(skimmed[0].questions["pick"].criteria["Follow along"], "Follow along");
assert_eq!(tasks.len(), 1);
let task = &tasks[0];
assert_eq!(task.id, "founder@/");
assert_eq!(task.expect, vec!["Hire us"]);
let q = &task.questions["pick"];
assert_eq!(q.kind, "choice");
assert_eq!(q.criteria["Follow along"], "Notes by mail.");
assert!(q.instructions.contains("What are you here for?"));
let right = vec![Answer { id: "founder@/".into(), choice: "Hire us".into(), confidence: Some(0.55) }];
let s = score(&tasks, &right, 0.6);
assert_eq!((s.correct, s.misroutes.len(), s.hesitant.len()), (1, 0, 1));
let wrong = vec![Answer { id: "founder@/".into(), choice: "Follow along".into(), confidence: Some(0.9) }];
let s = score(&tasks, &wrong, 0.6);
assert_eq!((s.correct, s.misroutes.len()), (0, 1));
assert_eq!(s.accuracy(), 0.0);
assert_eq!(score(&tasks, &[], 0.6).unanswered, vec!["founder@/"]);
}
}