breakpilot-compliance/backend-compliance/compliance/onboarding/engine.py

"""Smart Onboarding Advisor — orchestration over the existing engines (the onboarding runtime step).

The point of the whole platform, made usable: the user types company + products + certifications +
target, and the system does the rest — no sales interpretation, no regulation picking. This is an
ORCHESTRATOR, not a new engine: it wires Company 2A (Evidence -> Capability), RS-005 (Capability ->
Delta), optimization (Delta -> Roadmap) and completeness into one onboarding flow.

Three principles it must honour (acceptance criteria):
  - Multi-cert works; a profile is built from ALL certificates.
  - relevance(evidence, target): ISO 14001 is NOT falsely relevant to the CRA; ISO 27001/TISAX REDUCE
    questions but satisfy NOTHING automatically (Welt-1 -> verification_required).
  - Only the NEXT BEST questions (<= 5), each explaining WHY; every answer updates the profile.

Certificate -> probable-capability hypotheses and the target's required capabilities are INJECTED (the
hypotheses are curated knowledge, not in this code). No corpus loaded here. Python 3.9 compatible.
"""

from __future__ import annotations

from typing import Dict, List, Optional, Sequence

from ..company import (
    CapabilityMappingEntry,
    Certification,
    CompanyCapabilityProfile,
    CompanyContext,
    build_company_profile,
)
from ..completeness import assess_completeness
from ..optimization import roadmap_from_delta
from ..reasoning.enums import Confidence
from ..transition_reasoning import (
    CoverageStatus,
    TargetRequirement,
    TransitionContext,
    TransitionGoal,
    assess_transition,
)
from .schemas import (
    AdvisorMeasure,
    AdvisorQuestion,
    AdvisorResult,
    InferredAssumption,
    OnboardingInput,
    RejectedAssumption,
)

_GAIN = {"high": 3, "medium": 2, "low": 1}
_RISK = {"high": 2, "medium": 1, "low": 0}


def _profile(
    inp: OnboardingInput, cert_hypotheses: Dict[str, List[str]],
    detected: Optional[Sequence[str]] = None,
) -> CompanyCapabilityProfile:
    cmap = {
        cert: CapabilityMappingEntry(capability_ids=list(caps), confidence=Confidence.MEDIUM)
        for cert, caps in cert_hypotheses.items()
        if cert in inp.certifications and caps
    }
    certs = [Certification(certification_id=c) for c in cmap]
    if detected:                                            # Silent Pass: concrete findings -> HIGH confidence
        cmap["__detected__"] = CapabilityMappingEntry(
            capability_ids=list(dict.fromkeys(detected)), confidence=Confidence.HIGH)
        certs.append(Certification(certification_id="__detected__"))
    return build_company_profile(CompanyContext(company_id=inp.company or "company", certifications=certs), cmap)


def advisor_start(
    inp: OnboardingInput,
    cert_hypotheses: Dict[str, List[str]],
    target_requirements: Sequence[TargetRequirement],
    target_id: str = "target",
    covers_targets: Optional[Dict[str, List[str]]] = None,
    corpus_status: Optional[Dict[str, str]] = None,
    uncertain: Optional[List[Dict[str, str]]] = None,
    detected_capabilities: Optional[Sequence[str]] = None,
    indicative_capabilities: Optional[Sequence[str]] = None,
) -> AdvisorResult:
    """Run the onboarding flow: (silent intake +) certs -> profile -> delta -> ranked questions + measures.

    Pure orchestration; deterministic. `cert_hypotheses` (cert -> probable cap ids), `target_requirements`
    and `detected_capabilities` (from the Silent Knowledge Pass) are INJECTED. Detected capabilities are
    recognised WITHOUT asking -> they shrink the delta and remove questions.
    """
    covers_targets = covers_targets or {}
    required = {r.capability_id for r in target_requirements}
    profile = _profile(inp, cert_hypotheses, detected_capabilities)
    auto_detected = sorted(set(detected_capabilities or []) & required)
    # partial/indicative signals raise assumption strength but are NOT fed into the profile -> the gap
    # stays open and is still asked. Surface only those still relevant and NOT already auto-detected.
    indications = sorted((set(indicative_capabilities or []) & required) - set(auto_detected))
    assess = assess_transition(
        TransitionContext(company_id=inp.company or "company", target=TransitionGoal(target_id=target_id)),
        list(target_requirements), profile)

    # inferred (Welt-1): per cert, the caps it probably provides that are RELEVANT to this target
    inferred: List[InferredAssumption] = []
    rejected: List[RejectedAssumption] = []
    for cert in inp.certifications:
        caps = set(cert_hypotheses.get(cert, []))
        relevant = sorted(caps & required)
        if relevant:
            inferred.append(InferredAssumption(
                certification=cert, capabilities=relevant,
                statement="%s legt %d relevante Fähigkeit(en) nahe — Verifikation erforderlich, nicht automatisch erfüllt"
                % (cert, len(relevant))))
        elif caps:
            rejected.append(RejectedAssumption(
                certification=cert,
                statement="%s ist für dieses Ziel nicht relevant" % cert,
                reason="relevance(evidence, target) = 0 — keine geforderte Fähigkeit abgedeckt"))

    # next best questions (<=5): re-rank the RS-005 requests by info gain + leverage + risk + evidence-gap
    known_ev = set(inp.known_evidence)
    scored = []
    for q in assess.question_requests:
        lev = len(covers_targets.get(q.capability_id, []))
        ev_missing = 1 if (q.expected_evidence and not (set(q.expected_evidence) & known_ev)) else 0
        score = _GAIN.get(q.information_gain.value, 1) + lev + _RISK.get(q.priority.value, 0) + ev_missing
        scored.append((score, q))
    scored.sort(key=lambda x: (-x[0], x[1].capability_id))
    next_q = [
        AdvisorQuestion(capability_id=q.capability_id, question_intent=q.question_intent, why=q.reason,
                        information_value=float(s), priority=q.priority.value)
        for s, q in scored[:5]
    ]

    delta = sorted({c.capability_id for c in assess.coverage if c.status == CoverageStatus.MISSING})
    plan = roadmap_from_delta(assess, {c: covers_targets.get(c, []) for c in delta})
    measures = [AdvisorMeasure(capability_id=m.capability_id, leverage=m.leverage, closes=m.covers)
                for m in plan.ranked_measures[:5]]
    evidence = sorted({e for q in assess.question_requests for e in q.expected_evidence})

    applicable = list(inp.target) or [target_id]
    rep = assess_completeness(applicable, corpus_status or {}, uncertain=uncertain or [])
    unsupported = [e.subject for e in rep.exclusions]

    probably = [c for c in assess.summary.probably_covered if c not in set(auto_detected)]
    return AdvisorResult(
        inferred_assumptions=inferred, rejected_assumptions=rejected, auto_detected=auto_detected,
        indications=indications,
        next_best_questions=next_q, capability_delta=delta, top_measures=measures,
        evidence_requests=evidence, unsupported_domains=unsupported,
        completeness_summary=rep.completeness_summary,
        headline="%d Anforderungen erkannt · %d automatisch erkannt (Intake) · %d wahrscheinlich (Zertifikate) · %d zu klären"
        % (len(assess.coverage), len(auto_detected), len(probably), len(next_q)))


def apply_answer(known_capabilities: Sequence[str], capability_id: str, answer: str) -> List[str]:
    """Update the known-capability set from one answer. `answer` in {confirmed, rejected, unknown}.

    A confirmed answer adds the capability to the known set (shrinking the delta on the next run);
    rejected/unknown leave it open. This is how every answer updates the profile (criterion 6).
    """
    known = list(dict.fromkeys(known_capabilities))
    if answer == "confirmed" and capability_id not in known:
        known.append(capability_id)
    return known