Files
NestQuest/custom_components/nestquest/core/materialize.py
T
overseerandClaude Opus 5.5 ab0a320f3f Persist skip_on_away on quest definitions
Add a skip_on_away flag to quest_definitions (migration 8, additive
column defaulting to 1 so existing rows keep today's behaviour). The
admin create/edit routes accept it as an optional boolean (create
defaults true, an omitted edit field keeps the stored value) and the
definition payload returns it. Materialisation generates instances on
absent dates when the flag is false.

Task: ded75ab8-0219-4d52-aefa-82c09e0b5e6b

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-23 20:31:05 -04:00

382 lines
17 KiB
Python

"""The materialization walk (Feature 07 core).
:func:`materialize` turns the schedule rules + custody presence of the
active quest definitions into concrete ``quest_instances`` rows over a
date range. It is the pure walk over definitions x dates x assignees x
windows; HA scheduling (day-rollover triggers) is a separate later
task and lives elsewhere.
The walk is deterministic and idempotent:
- All inputs — the active definitions with their rules, assignees and
windows, AND the assignee children's presence schedules and scoped
overrides — are read inside ONE locked transaction (see
:func:`~.dao_rules.load_materialization_input`), so the walk sees a
single coherent snapshot rather than a definition state from one
instant and a presence state from another.
- Presence is snapshotted into an immutable
:class:`~.presence.PresenceEngine` from that same coherent read.
- For each date in the range, each definition whose decoded rule
:func:`~.recurrence.occurs_on` on that date, each assignee who is
``is_present`` on that date (or every assignee, when the definition's
``skip_on_away`` is off) and each declared window, one instance is
written through :class:`~.dao_instances.QuestInstancesDao.upsert_if_valid`
with a ``generated_at`` stamp shared by the whole batch (one coherent
time per run).
A config change that lands AFTER the snapshot is read but BEFORE a
tuple's write (an assignment removed, a definition or child deactivated,
a window removed) makes that tuple SKIP rather than abort the batch:
:meth:`~.dao_instances.QuestInstancesDao.upsert_if_valid` re-validates
every materialization precondition (active definition, active child,
live assignment, declared window, and its CURRENT ``due_time``) inside
the SAME transaction as the INSERT, so the check and the write cannot be
split by a racing config edit.
The upsert is idempotent on (definition_id, child_id, due_date,
window), so re-running the materialization over the same range never
duplicates a row; a tuple whose instance is already completed is SKIPPED
(never rewritten, never raised) by
:meth:`~.dao_instances.QuestInstancesDao.upsert_if_valid`.
Regeneration: a config or presence change must rebuild future instances
so they track the new state. :func:`regenerate_for_definition` covers
definition edits / reassignment (Features 06/07); :func:`regenerate_for_child`
covers a single child's presence change (Feature 09). Both delete the
affected open instances at or after today — never a completed instance,
never the past — and re-run the walk over the rolling horizon
``[today, today + horizon_days]`` (``horizon_days`` defaults to
``DEFAULT_HORIZON_DAYS``).
HOOK (Feature 09 presence services): the presence business layer that
lands in Feature 09 MUST call :func:`regenerate_for_child` after EVERY
presence-state write so a child's future instances track its presence:
``set_presence_pattern`` (including clearing/setting an empty pattern),
deleting/clearing the presence schedule
(:meth:`~.dao_presence.PresenceSchedulesDao.delete`),
``create_presence_override``, and ``delete_presence_override``. A
schedule delete changes presence state too (the child becomes
always-present), so it must regenerate just like the others. This hook
is documented, not yet wired: no presence business layer exists yet, and
the presence DAO (``dao_presence.py``) must stay free of business rules
— never call :func:`regenerate_for_child` from inside the DAO layer.
"""
from __future__ import annotations
import datetime
from .const import DEFAULT_HORIZON_DAYS
from .dao_instances import QuestInstancesDao, _resolve_today
from .dao_rules import (
_validate_date,
load_materialization_input,
schedule_rule_from_storage,
schedule_rule_storage_from_record,
)
from .db import NestQuestDatabase
from .presence import PresenceEngine, PresenceOverride, PresenceSchedule
from .recurrence import ScheduleRule, occurs_on
def _now_stamp() -> str:
"""Return the batch's shared UTC second-precision generation stamp."""
return datetime.datetime.now(datetime.timezone.utc).isoformat(
timespec="seconds"
)
def _resolve_horizon_days(horizon_days: int | None) -> int:
"""Validate a regeneration horizon and return the resolved day count.
``None`` resolves to :data:`~.const.DEFAULT_HORIZON_DAYS`. A bool
(SQLite would happily bind ``True``/``False`` onto an int), a non-int,
or a value below 1 raises ValueError naming the field — the validation
runs BEFORE any future-instance delete so a malformed horizon can never
delete rows it then fails to rebuild. A negative horizon would
otherwise delete first and only then be rejected by
:func:`materialize`'s inverted-range check; ``0``/``False`` would
silently shrink the window to a single day.
"""
if horizon_days is None:
return DEFAULT_HORIZON_DAYS
if (
isinstance(horizon_days, bool)
or not isinstance(horizon_days, int)
or horizon_days < 1
):
raise ValueError(
f"horizon_days must be a positive integer, got {horizon_days!r}"
)
return horizon_days
def _decode_rule(snapshot) -> ScheduleRule:
"""Decode a snapshot's rule record back into a ScheduleRule.
The record carried by the snapshot is the one the definition
referenced at read time, so decoding it here (rather than re-reading
through ``ScheduleRulesDao``) preserves the coherence the snapshot
guarantees.
"""
return schedule_rule_from_storage(
schedule_rule_storage_from_record(snapshot.rule)
)
def _build_engine(
schedules_records,
overrides_records,
) -> PresenceEngine:
"""Convert raw presence records into an immutable PresenceEngine."""
schedules: dict[int, PresenceSchedule] = {}
for child_id, record in schedules_records.items():
schedules[child_id] = PresenceSchedule.decode(
child_id, record.anchor_date, record.pattern
)
overrides: dict[int, list[PresenceOverride]] = {}
for child_id, records in overrides_records.items():
overrides[child_id] = [
PresenceOverride(
record.child_id,
record.start_date,
record.end_date,
record.is_present,
record.note,
)
for record in records
]
return PresenceEngine(schedules, overrides)
async def materialize(
database: NestQuestDatabase,
start_date: str,
end_date: str,
*,
child_ids: list[int] | None = None,
today: datetime.date | None = None,
) -> int:
"""Generate quest instances for the closed range [start_date, end_date].
``start_date`` and ``end_date`` must be strict ISO calendar dates
(YYYY-MM-DD) with ``end_date`` on or after ``start_date``; anything
else raises ValueError naming the offending field. Returns the number
of instances upserted for the range (idempotent — a re-run refreshes
the same rows, never duplicates them).
``child_ids`` optionally scopes the walk to exactly those children:
assignees outside the list are never written, so a caller that only
wants one child's instances rebuilt (e.g. :func:`regenerate_for_child`
after a presence change) cannot touch any unrelated child's rows.
When omitted (or None) the walk covers every assignee as before.
``today`` optionally pins the resolved HA-local date the walk's
no-past guard compares against; it is threaded into every
:meth:`~.dao_instances.QuestInstancesDao.upsert_if_valid` write. When
omitted the host clock (``datetime.date.today``) is used, which is the
historical default. A caller that computed the horizon in Home
Assistant's configured time zone MUST pass that same date here so a
time zone behind the host around midnight is not rejected as "past".
``start_date`` is clamped up to the resolved "today" (the same
``today`` anchor threaded into the no-past guard), so a caller that
passes a ``start_date`` already in the past never yields a
past-dated instance: the walk simply begins on today and skips every
earlier date. A range entirely in the past therefore produces zero
instances rather than an error, and the DAO's no-past guard remains
the authoritative backstop under the lock.
All inputs are read in ONE locked transaction; each tuple's write then
goes through the atomic :meth:`~.dao_instances.QuestInstancesDao.upsert_if_valid`,
which re-validates the tuple and its current ``due_time`` in the same
transaction as the INSERT, so a config change that arrives mid-batch
skips the affected tuples rather than aborting the batch or leaving a
partial result.
"""
_validate_date(start_date, "start_date")
_validate_date(end_date, "end_date")
if end_date < start_date:
raise ValueError(
f"end_date must be on or after start_date, got "
f"{end_date!r} < {start_date!r}"
)
snapshots, schedules_records, overrides_records = await (
load_materialization_input(database, start_date, end_date)
)
engine = _build_engine(schedules_records, overrides_records)
child_filter = None if child_ids is None else set(child_ids)
definitions = [
(snapshot.definition.id, _decode_rule(snapshot),
snapshot.assignees, snapshot.windows,
snapshot.definition.skip_on_away)
for snapshot in snapshots
]
generated_at = _now_stamp()
instances = QuestInstancesDao(database)
start = datetime.datetime.strptime(start_date, "%Y-%m-%d").date()
end = datetime.datetime.strptime(end_date, "%Y-%m-%d").date()
# Clamp a past start up to today (the HA-local anchor when the caller
# pinned one, else the host clock) so the walk can never emit a
# past-dated instance; the DAO's no-past guard remains the backstop.
# A range entirely in the past therefore yields zero instances.
today_date = _resolve_today(today)
start = max(start, today_date)
count = 0
cursor = start
while cursor <= end:
iso = cursor.isoformat()
for (
definition_id, rule, assignees, windows, skip_on_away
) in definitions:
if not occurs_on(rule, cursor):
continue
for child in assignees:
if child_filter is not None and child.id not in child_filter:
continue
if skip_on_away and not engine.is_present(child.id, cursor):
continue
for window in windows:
written = await instances.upsert_if_valid(
definition_id,
child.id,
iso,
generated_at,
window=window.window,
due_time=window.due_time,
today=today,
)
if written is not None:
count += 1
cursor += datetime.timedelta(days=1)
return count
async def regenerate_for_definition(
database: NestQuestDatabase,
definition_id: int,
*,
today: datetime.date | None = None,
horizon_days: int | None = None,
) -> int:
"""Regenerate a definition's future instances after a config change.
The Feature 06 edit/assignment/activation paths call this after a
successful write so future instances track the new state: the
definition's open instances at or after today are deleted (never a
completed instance, never the past) via
:meth:`~.dao_instances.QuestInstancesDao.delete_future_uncompleted`,
then the materialization walk re-runs over the rolling horizon
``[today, today + horizon_days]`` so the (changed) rule,
assignee set and windows re-materialize against today's state.
"today" is computed the same way the walk computes it —
:func:`~.dao_instances._today` — so the delete cutoff and the
re-materialization range share one anchor, and the walk's
``upsert_if_valid`` no-past guard never rejects the regenerated
range. ``today`` optionally pins a caller-resolved HA-local date
(threaded into both the delete cutoff and the re-materialization)
so a household time zone behind the host around midnight stays
consistent. ``horizon_days`` sizes the re-materialization window;
when omitted it falls back to :data:`~.const.DEFAULT_HORIZON_DAYS`.
A bool, non-int, or sub-1 value raises ValueError BEFORE any delete.
Returns the number of instances the re-materialization
upserted across the whole snapshot (idempotent — other active
definitions' tuples refresh in place, never duplicate).
"""
horizon = _resolve_horizon_days(horizon_days)
today_date = _resolve_today(today)
start_date = today_date.isoformat()
end_date = (
today_date + datetime.timedelta(days=horizon)
).isoformat()
instances = QuestInstancesDao(database)
await instances.delete_future_uncompleted(
definition_id, start_date, today=today
)
return await materialize(database, start_date, end_date, today=today)
# HOOK (Feature 09 presence services): ``regenerate_for_child`` is the
# child-presence counterpart to ``regenerate_for_definition``. The
# presence business layer that lands in Feature 09 MUST call
# ``regenerate_for_child`` after EVERY presence-state write, so future
# instances track a child's changed presence: set_presence_pattern
# (including clearing/setting an empty pattern), deleting/clearing the
# presence schedule (PresenceSchedulesDao.delete),
# create_presence_override, and delete_presence_override. A schedule
# delete changes presence state too (the child becomes always-present),
# so it must regenerate just like the others. It is deliberately NOT
# wired into ``dao_presence.py``: the DAO layer stays pure storage (no
# business rules), and no presence business layer exists yet to host the
# call — see the module docstring note above.
async def regenerate_for_child(
database: NestQuestDatabase,
child_id: int,
*,
today: datetime.date | None = None,
horizon_days: int | None = None,
) -> int:
"""Regenerate a child's future instances after a presence change.
The Feature 09 presence services call this after every
presence-state write — set_presence_pattern (including clearing or
setting an empty pattern), deleting/clearing the presence schedule
(:meth:`~.dao_presence.PresenceSchedulesDao.delete`),
create_presence_override, and delete_presence_override — so a
child's future instances track its new presence: the child's open
instances at or after today are deleted across ALL its definitions
(never a completed instance, never the past) via
:meth:`~.dao_instances.QuestInstancesDao.delete_future_uncompleted_for_child`,
then the materialization walk re-runs over the rolling horizon
``[today, today + horizon_days]`` scoped to that child only,
so the child's now-absent/present dates re-materialize against
today's presence WITHOUT touching any other child's rows.
``child_id`` must be a plain int — bool and float are rejected
(SQLite binds a bool as 0/1 and a float would round, so a malformed
id must never mutate the wrong profile).
"today" is computed the same way the walk computes it —
:func:`~.dao_instances._today` — and the re-materialization range uses the
delete's returned effective cutoff (see
:meth:`~.dao_instances.QuestInstancesDao.delete_future_uncompleted_for_child`),
so the delete cutoff and the re-materialization window share ONE
execution-day anchor even when the call is queued across midnight.
``today`` optionally pins a caller-resolved HA-local date, threaded
into the delete cutoff and the re-materialization for the same
host-vs-HA time-zone consistency. ``horizon_days`` sizes the
re-materialization window; when omitted it falls back to
:data:`~.const.DEFAULT_HORIZON_DAYS`. A bool, non-int, or sub-1 value
raises ValueError BEFORE any delete. Returns the number of instances
the re-materialization upserted for the child across the whole
snapshot.
"""
if isinstance(child_id, bool) or not isinstance(child_id, int):
raise ValueError(f"child_id must be an integer, got {child_id!r}")
horizon = _resolve_horizon_days(horizon_days)
today_date = _resolve_today(today)
instances = QuestInstancesDao(database)
# Use the delete's returned effective cutoff as the materialize anchor,
# NOT the independently-computed "today" above. If the call is queued
# across midnight the delete clamps its cutoff to the execution-day;
# materializing from the stale "today" (now yesterday) would trip the
# walk's no-past guard and leave the child's future instances deleted
# but not rebuilt. One anchor for both keeps them consistent.
_, effective_cutoff = await instances.delete_future_uncompleted_for_child(
child_id, today_date.isoformat(), today=today
)
start = datetime.date.fromisoformat(effective_cutoff)
end_date = (start + datetime.timedelta(days=horizon)).isoformat()
return await materialize(
database, start.isoformat(), end_date, child_ids=[child_id], today=today
)