Persist discovery answers to CSV for reprocessing and recovery

Save each discovery conversation's prompts and answers to durable CSV
files (per-conversation + append-only master log) on both save and
completion, so answers survive an extraction error, can be re-fed to the
AI, and can be reviewed/resumed by the user.

- app/services/answer_store.py: canonical prompt list + atomic CSV writes,
  master append, and read-back helpers (DB stays system of record; CSV
  failures are logged, never fatal).
- discovery router: write CSV on /respond and /complete; new endpoints
  GET /answers, GET /answers.csv, POST /reprocess (shared extraction
  helper; locked profiles return 409).
- discovery.html: prefill/resume from saved answers after an error and a
  "Re-run analysis" button wired to /reprocess.
- scripts/reprocess_csv.py: offline CLI to re-run extraction from a CSV
  (print or --write-db).
- QUESTIONS_DIR / QUESTIONS_MASTER_CSV config, .gitignore, README, tests.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Dg6XWUwprmP5QCL18HxssY
This commit is contained in:
Claude
2026-06-19 01:06:40 +00:00
parent c1daef6411
commit 866bd60225
10 changed files with 988 additions and 51 deletions
+6
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@@ -6,6 +6,12 @@ HOST_PORT=8011
# Optional: override the Anthropic model used for extraction
ANTHROPIC_MODEL=claude-sonnet-4-6
# Durable CSV copies of discovery questions + answers. The per-conversation
# files live in QUESTIONS_DIR; QUESTIONS_MASTER_CSV is an append-only log of
# every save/complete event across conversations. Both default under ./data.
QUESTIONS_DIR=./data/questions
QUESTIONS_MASTER_CSV=./data/questions_master.csv
# Google OAuth (web client type). Register the redirect URI below as an
# authorized redirect URI in the Google Cloud Console for this client.
GOOGLE_CLIENT_ID=xxxx.apps.googleusercontent.com
+2
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@@ -7,5 +7,7 @@ data/*.db
data/*.db-journal
data/*.log
data/*.err.log
data/questions/
data/questions_master.csv
.pytest_cache/
*.egg-info/
+57
View File
@@ -196,6 +196,7 @@ Important files:
| `app/models.py` | SQLAlchemy ORM models for users, refresh tokens, activity log, conversations, and profiles |
| `app/database.py` | Async database engine, session factory, SQLite directory setup |
| `app/services/extractor.py` | Anthropic client wrapper, prompt, JSON parsing, retry logic |
| `app/services/answer_store.py` | Durable CSV persistence of discovery questions/answers (per-conversation + master log); canonical prompt list |
| `app/migration_bootstrap.py` | Stamps pre-Alembic SQLite DBs as revision `001` so `alembic upgrade head` succeeds on older local databases |
| `app/static/discovery.html` | Browser-based seven-prompt flow |
| `app/static/profile.html` | Browser-based profile display, edit, and confirm actions; links to reflection |
@@ -212,6 +213,7 @@ Important files:
| `app/services/tagging.py` | `FoundationTagger`: Anthropic smart-tagging suggestion (Phase 5) |
| `app/routers/coaching.py` | Phase 3 coaching routes: preferences, check-ins, weekly batch `/run` |
| `app/routers/integration.py` | Phase 4/5 integration: foundations, task-mappings, work-patterns, suggest-foundation |
| `scripts/reprocess_csv.py` | Offline CLI to re-run AI extraction over a saved answers CSV (print or `--write-db`) |
| `alembic/versions/001_initial.py` | Initial database schema migration |
| `alembic/versions/002_add_auth.py` | Adds `users`, `refresh_tokens`, and `activity_log` tables |
| `alembic/versions/003_add_goals.py` | Adds the goal columns to `discovery_conversation` and `discovery_profile` |
@@ -229,6 +231,8 @@ Important files:
| `tests/test_phase5.py` | Tests for goal-history and smart-tagging endpoints |
| `tests/test_auth.py` | Tests for the dual-auth dependency (JWT + cookie + API key), token refresh/logout, admin enforcement, and domain allow-list |
| `tests/test_profile_edit.py` | Tests for `PATCH /discovery/profile/me` (edit, partial update, lock/`409`) |
| `tests/test_answer_store.py` | Unit tests for the CSV answer store (round-trip, atomic overwrite, master header, fallbacks) |
| `tests/test_discovery_csv.py` | Tests for the CSV/reprocess endpoints (respond writes CSV, answers, download, reprocess, lock/`409`) |
| `tests/test_reflection.py` | Tests for the reflection endpoints (turns, applied revisions, lock/`409`, history) |
| `tests/test_migration_bootstrap.py` | Unit tests for the pre-Alembic SQLite stamping helper |
| `tests/test_static_discovery.py` | Guard tests for the static pages' cookie-session and edit contract |
@@ -393,6 +397,10 @@ It stores the responses on the existing conversation and returns:
If the conversation id does not exist, it returns `404`.
On every save the answers are also written to a durable CSV copy (see
[Answer CSV persistence](#answer-csv-persistence)) so they survive an
extraction error and can be reviewed or re-processed.
### 4. Completing Analysis
`POST /discovery/{conversation_id}/complete` loads the conversation, builds a
@@ -409,6 +417,55 @@ The route rejects completion with:
On success, it stores a new `DiscoveryProfile`, marks the conversation
`completed_at`, and returns the profile.
### Answer CSV persistence
Every discovery conversation's prompts and answers are mirrored to CSV on
disk so the answers are durable beyond the database, recoverable after an
extraction error, and re-feedable to the AI. The SQLite database stays the
system of record — CSV write failures are logged and never break a request.
Two artifacts are written, on both save (`/respond`) and completion
(`/complete`):
- **Per-conversation file** — `data/questions/{conversation_id}.csv`,
rewritten in full on each save (latest answers, atomic write).
- **Master log** — `data/questions_master.csv`, an append-only record of
every save/complete event across all conversations, for batch
re-processing.
Both use a long format (one row per prompt) with columns:
`conversation_id, user_id, user_email, status, saved_at, prompt_key,
prompt_title, answer`. Paths are configurable via `QUESTIONS_DIR` and
`QUESTIONS_MASTER_CSV`.
Related endpoints:
- `GET /discovery/{conversation_id}/answers` — saved prompts + answers as
JSON (used by the browser flow to resume/review original answers).
- `GET /discovery/{conversation_id}/answers.csv` — download the answers as a
CSV file (built from the DB, so it works even if the on-disk copy is
missing).
- `POST /discovery/{conversation_id}/reprocess` — re-run extraction over the
saved answers, producing a fresh profile. Returns `409` if the latest
profile is locked, `400` if there is nothing to analyze, `502` on an
extractor failure. The discovery page's error screen offers a **Re-run
analysis** button wired to this endpoint.
Offline/bulk re-processing is available via a CLI that needs no running
server:
```bash
# Print the regenerated profile JSON for inspection (default, no DB write):
python scripts/reprocess_csv.py data/questions/<conversation_id>.csv
# Re-process a single conversation out of the master log and persist it:
python scripts/reprocess_csv.py data/questions_master.csv \
--conversation-id <conversation_id> --write-db
```
It reads `ANTHROPIC_API_KEY` (and optional `ANTHROPIC_MODEL`) from the
environment.
### 5. Loading The Profile
`GET /discovery/profile/me` fetches the newest profile for the authenticated
+147 -46
View File
@@ -11,6 +11,7 @@ import uuid
from datetime import datetime, timezone
from fastapi import APIRouter, Depends, HTTPException
from fastapi.responses import Response
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
@@ -24,6 +25,8 @@ from app.models import (
ReflectionMessage,
User,
)
from app.services import answer_store
from app.services.answer_store import DISCOVERY_PROMPTS
from app.services.extractor import DiscoveryExtractionError, DiscoveryExtractor
from app.services.reflector import (
EDITABLE_FIELDS,
@@ -66,6 +69,60 @@ def _record_revision(
)
async def _generate_profile(
db: AsyncSession,
conversation: DiscoveryConversation,
source: str,
) -> tuple[DiscoveryProfile, str | None]:
"""Run the extractor over a conversation's answers and stage a new profile
(plus a revision snapshot) on the session. The caller commits.
Shared by ``/complete`` (source="extraction") and ``/reprocess``
(source="reprocess"). Raises HTTPException(400) when there is nothing to
analyze and HTTPException(502) on an extractor failure.
"""
responses = {
p["key"]: getattr(conversation, p["column"], None) or ""
for p in DISCOVERY_PROMPTS
}
if not any(text.strip() for text in responses.values()):
raise HTTPException(
status_code=400, detail="No responses available to analyze"
)
api_key = os.getenv("ANTHROPIC_API_KEY")
model = os.getenv("ANTHROPIC_MODEL", "claude-sonnet-4-6")
try:
extractor = DiscoveryExtractor(api_key=api_key, model=model)
data = await extractor.extract(responses)
except DiscoveryExtractionError as exc:
raise HTTPException(status_code=502, detail=str(exc)) from exc
profile = DiscoveryProfile(
id=str(uuid.uuid4()),
user_id=conversation.user_id,
conversation_id=conversation.id,
generated_at=_now(),
triad=data.get("triad"),
probable_type=_as_int(data.get("probable_type")),
wing=_as_int(data.get("wing")),
instinctual_variant=data.get("instinctual_variant"),
instinctual_stack=data.get("instinctual_stack"),
love_summary=data.get("love_summary"),
strength_summary=data.get("strength_summary"),
mission_summary=data.get("mission_summary"),
vocation_summary=data.get("vocation_summary"),
overlap_narrative=data.get("overlap_narrative"),
short_term_goals=data.get("short_term_goals"),
long_term_goals=data.get("long_term_goals"),
confidence_json=json.dumps(data.get("confidence", {})),
locked=False,
)
db.add(profile)
_record_revision(db, profile, source=source)
return profile, data.get("extraction_notes")
def _to_profile_response(
profile: DiscoveryProfile, extraction_notes: str | None = None
) -> schemas.ProfileResponse:
@@ -161,6 +218,10 @@ async def save_responses(
conversation.prompt_goals_long = payload.prompt_goals_long
await db.commit()
# Durable CSV copy, written before extraction runs so the answers survive
# an extraction error and can be reviewed or re-processed later.
answer_store.save_answers(conversation, user, status="responses_saved")
return schemas.RespondResponse(
conversation_id=conversation_id, status="responses_saved"
)
@@ -176,59 +237,99 @@ async def complete_conversation(
):
conversation = await _owned_conversation(db, conversation_id, user)
responses = {
"alive": conversation.prompt_alive or "",
"friction": conversation.prompt_friction or "",
"pull": conversation.prompt_pull or "",
"recognition": conversation.prompt_recognition or "",
"future": conversation.prompt_future or "",
"goals_short": conversation.prompt_goals_short or "",
"goals_long": conversation.prompt_goals_long or "",
}
if not any(text.strip() for text in responses.values()):
raise HTTPException(
status_code=400, detail="No responses available to analyze"
)
api_key = os.getenv("ANTHROPIC_API_KEY")
model = os.getenv("ANTHROPIC_MODEL", "claude-sonnet-4-6")
try:
extractor = DiscoveryExtractor(api_key=api_key, model=model)
data = await extractor.extract(responses)
except DiscoveryExtractionError as exc:
raise HTTPException(status_code=502, detail=str(exc)) from exc
profile = DiscoveryProfile(
id=str(uuid.uuid4()),
user_id=conversation.user_id,
conversation_id=conversation.id,
generated_at=_now(),
triad=data.get("triad"),
probable_type=_as_int(data.get("probable_type")),
wing=_as_int(data.get("wing")),
instinctual_variant=data.get("instinctual_variant"),
instinctual_stack=data.get("instinctual_stack"),
love_summary=data.get("love_summary"),
strength_summary=data.get("strength_summary"),
mission_summary=data.get("mission_summary"),
vocation_summary=data.get("vocation_summary"),
overlap_narrative=data.get("overlap_narrative"),
short_term_goals=data.get("short_term_goals"),
long_term_goals=data.get("long_term_goals"),
confidence_json=json.dumps(data.get("confidence", {})),
locked=False,
profile, extraction_notes = await _generate_profile(
db, conversation, source="extraction"
)
conversation.completed_at = _now()
db.add(profile)
_record_revision(db, profile, source="extraction")
await db.commit()
return _to_profile_response(
profile, extraction_notes=data.get("extraction_notes")
# Refresh the durable CSV copy now that the conversation is complete.
answer_store.save_answers(conversation, user, status="completed")
return _to_profile_response(profile, extraction_notes=extraction_notes)
@router.get(
"/{conversation_id}/answers", response_model=schemas.AnswersResponse
)
async def get_answers(
conversation_id: str,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""The saved prompts and answers for a conversation, so the person can
review or resume from their original responses (e.g. after an error)."""
conversation = await _owned_conversation(db, conversation_id, user)
answers = [
schemas.AnswerItem(
prompt_key=p["key"],
prompt_title=p["title"],
answer=getattr(conversation, p["column"], None) or "",
)
for p in DISCOVERY_PROMPTS
]
return schemas.AnswersResponse(
conversation_id=conversation.id,
started_at=conversation.started_at,
completed_at=conversation.completed_at,
answers=answers,
)
@router.get("/{conversation_id}/answers.csv")
async def download_answers_csv(
conversation_id: str,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""Download a conversation's answers as a CSV file (built from the DB so it
works even if the on-disk copy was never written)."""
conversation = await _owned_conversation(db, conversation_id, user)
status = "completed" if conversation.completed_at else "responses_saved"
csv_text = answer_store.conversation_csv_text(conversation, user, status)
filename = f"discovery-{conversation_id}.csv"
return Response(
content=csv_text,
media_type="text/csv",
headers={
"Content-Disposition": f'attachment; filename="{filename}"'
},
)
@router.post(
"/{conversation_id}/reprocess", response_model=schemas.ProfileResponse
)
async def reprocess_conversation(
conversation_id: str,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""Re-run AI extraction over a conversation's saved answers, producing a
fresh profile. Used to recover from an extraction error or to regenerate a
profile after the answers were re-fed. The latest profile must be unlocked.
"""
conversation = await _owned_conversation(db, conversation_id, user)
existing = await _latest_profile(db, user.id)
if existing is not None and existing.locked:
raise HTTPException(
status_code=409,
detail="Profile is affirmed and locked; it cannot be reprocessed.",
)
profile, extraction_notes = await _generate_profile(
db, conversation, source="reprocess"
)
if conversation.completed_at is None:
conversation.completed_at = _now()
await db.commit()
answer_store.save_answers(conversation, user, status="completed")
return _to_profile_response(profile, extraction_notes=extraction_notes)
@router.get("/profile/me", response_model=schemas.ProfileResponse)
async def get_my_profile(
db: AsyncSession = Depends(get_db),
+15
View File
@@ -24,6 +24,21 @@ class RespondResponse(BaseModel):
status: str
class AnswerItem(BaseModel):
prompt_key: str
prompt_title: str
answer: str = ""
class AnswersResponse(BaseModel):
"""The saved prompts and answers for a conversation, for review/resume."""
conversation_id: str
started_at: datetime
completed_at: Optional[datetime] = None
answers: list[AnswerItem] = []
class Confidence(BaseModel):
triad: Optional[str] = None
type: Optional[str] = None
+223
View File
@@ -0,0 +1,223 @@
"""Durable CSV record of discovery questions and answers.
The SQLite database remains the system of record. This module keeps a
secondary, portable copy of every conversation's prompts and answers on disk
so that:
* answers survive even if the AI extraction step errors (they are written
on save, before extraction runs);
* a saved conversation can be re-fed to the extractor (``reprocess``);
* a person can review or resume from their original answers.
Two artifacts are written for every save:
* a *per-conversation* file (``data/questions/{conversation_id}.csv``) that
is rewritten in full on each save — always the latest answers for that
conversation, easy to hand to an AI or download; and
* a *master* append-only log (``data/questions_master.csv``) that records
every save/complete event across all conversations, for batch
re-processing.
CSV writes must never break an API request: the caller's DB commit has
already succeeded, so any I/O failure here is logged and swallowed.
"""
from __future__ import annotations
import csv
import logging
import os
from datetime import datetime, timezone
from typing import TYPE_CHECKING
if TYPE_CHECKING: # pragma: no cover - typing only
from app.models import DiscoveryConversation, User
logger = logging.getLogger(__name__)
# Canonical list of discovery prompts: the short key used by the extractor and
# CSV, the DB column on DiscoveryConversation, and the human-facing title.
# This is the single source of truth shared by the store, the router, and the
# reprocess paths.
DISCOVERY_PROMPTS = [
{"key": "alive", "column": "prompt_alive", "title": "The Alive Moment"},
{"key": "friction", "column": "prompt_friction", "title": "The Friction Moment"},
{"key": "pull", "column": "prompt_pull", "title": "The Natural Pull"},
{"key": "recognition", "column": "prompt_recognition", "title": "The Recognition Moment"},
{"key": "future", "column": "prompt_future", "title": "The Future Pull"},
{"key": "goals_short", "column": "prompt_goals_short", "title": "Near-Term Goals (612 months)"},
{"key": "goals_long", "column": "prompt_goals_long", "title": "Long-Term Goals (35 years)"},
]
CSV_FIELDS = [
"conversation_id",
"user_id",
"user_email",
"status",
"saved_at",
"prompt_key",
"prompt_title",
"answer",
]
def _questions_dir() -> str:
return os.getenv("QUESTIONS_DIR", "./data/questions")
def _master_path() -> str:
return os.getenv("QUESTIONS_MASTER_CSV", "./data/questions_master.csv")
def conversation_csv_path(conversation_id: str) -> str:
"""Filesystem path of the per-conversation CSV for ``conversation_id``."""
return os.path.join(_questions_dir(), f"{conversation_id}.csv")
def _rows_for(
conversation: "DiscoveryConversation",
user_email: str,
status: str,
saved_at: str,
) -> list[dict]:
"""One row per prompt, in canonical prompt order."""
rows = []
for prompt in DISCOVERY_PROMPTS:
answer = getattr(conversation, prompt["column"], None) or ""
rows.append(
{
"conversation_id": conversation.id,
"user_id": conversation.user_id,
"user_email": user_email,
"status": status,
"saved_at": saved_at,
"prompt_key": prompt["key"],
"prompt_title": prompt["title"],
"answer": answer,
}
)
return rows
def write_conversation_csv(
conversation: "DiscoveryConversation",
user: "User | None",
status: str,
) -> bool:
"""Rewrite the per-conversation CSV with the conversation's current answers.
The write is atomic (temp file + ``os.replace``) so a crash mid-write can
never leave a half-written file. Returns True on success, False if the
write failed (failures are logged, never raised).
"""
saved_at = datetime.now(timezone.utc).isoformat()
email = getattr(user, "email", "") or ""
rows = _rows_for(conversation, email, status, saved_at)
path = conversation_csv_path(conversation.id)
tmp_path = f"{path}.tmp"
try:
os.makedirs(os.path.dirname(path), exist_ok=True)
with open(tmp_path, "w", newline="", encoding="utf-8") as fh:
writer = csv.DictWriter(fh, fieldnames=CSV_FIELDS)
writer.writeheader()
writer.writerows(rows)
os.replace(tmp_path, path)
return True
except OSError as exc:
logger.warning(
"Failed to write conversation CSV for %s: %s", conversation.id, exc
)
try:
if os.path.exists(tmp_path):
os.remove(tmp_path)
except OSError:
pass
return False
def append_master(
conversation: "DiscoveryConversation",
user: "User | None",
status: str,
) -> bool:
"""Append this save/complete event's rows to the master log.
Writes the header row once, when the file is first created. Returns True on
success, False on a logged (never raised) failure.
"""
saved_at = datetime.now(timezone.utc).isoformat()
email = getattr(user, "email", "") or ""
rows = _rows_for(conversation, email, status, saved_at)
path = _master_path()
try:
directory = os.path.dirname(path)
if directory:
os.makedirs(directory, exist_ok=True)
is_new = not os.path.exists(path) or os.path.getsize(path) == 0
with open(path, "a", newline="", encoding="utf-8") as fh:
writer = csv.DictWriter(fh, fieldnames=CSV_FIELDS)
if is_new:
writer.writeheader()
writer.writerows(rows)
return True
except OSError as exc:
logger.warning(
"Failed to append master CSV for %s: %s", conversation.id, exc
)
return False
def save_answers(
conversation: "DiscoveryConversation",
user: "User | None",
status: str,
) -> None:
"""Persist both CSV artifacts for a conversation. Never raises."""
write_conversation_csv(conversation, user, status)
append_master(conversation, user, status)
def conversation_csv_text(
conversation: "DiscoveryConversation",
user: "User | None",
status: str = "responses_saved",
) -> str:
"""Render a conversation's answers as CSV text, built from the DB row.
Used by the download endpoint so it works even if the on-disk file was
never written (DB stays the system of record).
"""
import io
saved_at = datetime.now(timezone.utc).isoformat()
email = getattr(user, "email", "") or ""
rows = _rows_for(conversation, email, status, saved_at)
buf = io.StringIO()
writer = csv.DictWriter(buf, fieldnames=CSV_FIELDS)
writer.writeheader()
writer.writerows(rows)
return buf.getvalue()
def read_conversation_answers(conversation_id: str) -> dict[str, str]:
"""Read saved answers from the per-conversation CSV.
Returns a ``{prompt_key: answer}`` dict, or ``{}`` if the file is missing
or unreadable. The per-conversation file is rewritten in full on each save,
so it always holds the latest answers.
"""
path = conversation_csv_path(conversation_id)
answers: dict[str, str] = {}
try:
with open(path, newline="", encoding="utf-8") as fh:
for row in csv.DictReader(fh):
key = row.get("prompt_key")
if key:
answers[key] = row.get("answer", "") or ""
except FileNotFoundError:
return {}
except OSError as exc:
logger.warning(
"Failed to read conversation CSV for %s: %s", conversation_id, exc
)
return {}
return answers
+102 -5
View File
@@ -133,11 +133,62 @@
}
});
const STORAGE_KEY = "discovery_conversation_id";
async function startConversation() {
const res = await authedFetch("/discovery/start", { method: "POST" });
if (!res.ok) throw new Error("Could not start conversation");
const data = await res.json();
conversationId = data.conversation_id;
// Remember the in-progress conversation so a reload after an error can
// resume from the original answers rather than losing them.
try {
localStorage.setItem(STORAGE_KEY, conversationId);
} catch (e) {
/* storage unavailable — non-fatal */
}
}
async function resumeOrStart() {
let savedId = null;
try {
savedId = localStorage.getItem(STORAGE_KEY);
} catch (e) {
/* storage unavailable */
}
if (savedId) {
try {
const res = await authedFetch(`/discovery/${savedId}/answers`);
if (res.ok) {
const data = await res.json();
const hasText = (data.answers || []).some((a) => a.answer.trim());
if (!data.completed_at && hasText) {
// Resume: restore the saved answers into the flow.
conversationId = savedId;
const byKey = {};
data.answers.forEach((a) => {
byKey[a.prompt_key] = a.answer;
});
PROMPTS.forEach((p, i) => {
// CSV/key uses the short key; PROMPTS uses prompt_* column names.
const shortKey = p.key.replace(/^prompt_/, "");
answers[i] = byKey[shortKey] || "";
});
render();
return;
}
}
} catch (e) {
/* fall through to a fresh start */
}
}
// No resumable conversation — start a fresh one.
try {
localStorage.removeItem(STORAGE_KEY);
} catch (e) {
/* ignore */
}
await startConversation();
}
async function submit() {
@@ -173,24 +224,70 @@
throw new Error(detail.detail || "Extraction failed");
}
// Success: the conversation is complete, drop the resume marker.
try {
localStorage.removeItem(STORAGE_KEY);
} catch (e) {
/* ignore */
}
window.location.href = "/static/profile.html";
} catch (err) {
el.loading.classList.remove("active");
el.flow.style.display = "block";
el.flow.innerHTML =
`<div class="error-box"><strong>Something went wrong.</strong><br/>` +
`${err.message}<br/><br/>Your answers are still here — ` +
`please try submitting again.</div>` +
`${err.message}<br/><br/>Your answers are saved — you can ` +
`re-run the analysis or reload to keep editing.</div>` +
`<div class="nav">` +
`<button class="btn-ghost" onclick="location.reload()">Reload</button>` +
`<button class="btn-primary" id="rerunBtn">Re-run analysis</button>` +
`</div>`;
const rerun = document.getElementById("rerunBtn");
if (rerun) rerun.addEventListener("click", reprocess);
}
}
async function reprocess() {
if (!conversationId) {
location.reload();
return;
}
el.flow.style.display = "none";
el.loading.classList.add("active");
try {
const res = await authedFetch(
`/discovery/${conversationId}/reprocess`,
{ method: "POST" }
);
if (!res.ok) {
const detail = await res
.json()
.catch(() => ({ detail: "Re-run failed" }));
throw new Error(detail.detail || "Re-run failed");
}
try {
localStorage.removeItem(STORAGE_KEY);
} catch (e) {
/* ignore */
}
window.location.href = "/static/profile.html";
} catch (err) {
el.loading.classList.remove("active");
el.flow.style.display = "block";
el.flow.innerHTML =
`<div class="error-box"><strong>Re-run failed.</strong><br/>` +
`${err.message}<br/><br/>Your answers are still saved.</div>` +
`<div class="nav"><span></span>` +
`<button class="btn-primary" onclick="location.reload()">Reload</button></div>`;
}
}
// Kick off a conversation as soon as the page loads so the id is ready.
startConversation().catch(() => {
// Resume an in-progress conversation if one exists, otherwise start a
// fresh one so the id is ready by submit time.
render();
resumeOrStart().catch(() => {
/* will retry on submit */
});
render();
</script>
</body>
</html>
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#!/usr/bin/env python3
"""Re-run AI extraction over a saved discovery CSV, offline.
Reads a per-conversation CSV (``data/questions/{id}.csv``) or a row-slice of
the master log (``data/questions_master.csv`` filtered by ``--conversation-id``)
and runs the same DiscoveryExtractor the web app uses. By default it prints the
resulting profile JSON to stdout so it is safe to run for inspection; pass
``--write-db`` to also persist a new DiscoveryProfile.
Examples:
python scripts/reprocess_csv.py data/questions/<id>.csv
python scripts/reprocess_csv.py data/questions_master.csv \\
--conversation-id <id> --write-db
Requires ANTHROPIC_API_KEY (and optionally ANTHROPIC_MODEL) in the environment.
"""
import argparse
import asyncio
import csv
import json
import os
import sys
import uuid
from datetime import datetime, timezone
# Allow running as a plain script (python scripts/reprocess_csv.py ...).
sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
from app.services.answer_store import DISCOVERY_PROMPTS # noqa: E402
from app.services.extractor import ( # noqa: E402
DiscoveryExtractionError,
DiscoveryExtractor,
)
PROMPT_KEYS = [p["key"] for p in DISCOVERY_PROMPTS]
def read_answers(path: str, conversation_id: str | None) -> tuple[str, dict]:
"""Return (conversation_id, {prompt_key: answer}) from a CSV file.
If ``conversation_id`` is given, only rows for that conversation are used
(needed for the master log). Later rows win, so the most recent saved
answers take precedence.
"""
answers: dict[str, str] = {}
found_id = conversation_id
with open(path, newline="", encoding="utf-8") as fh:
for row in csv.DictReader(fh):
row_id = row.get("conversation_id")
if conversation_id and row_id != conversation_id:
continue
found_id = found_id or row_id
key = row.get("prompt_key")
if key in PROMPT_KEYS:
answers[key] = row.get("answer", "") or ""
if not answers:
raise SystemExit(
f"No matching answer rows found in {path}"
+ (f" for conversation {conversation_id}" if conversation_id else "")
)
return found_id or "", answers
async def run_extraction(answers: dict) -> dict:
api_key = os.getenv("ANTHROPIC_API_KEY")
model = os.getenv("ANTHROPIC_MODEL", "claude-sonnet-4-6")
responses = {k: answers.get(k, "") for k in PROMPT_KEYS}
extractor = DiscoveryExtractor(api_key=api_key, model=model)
return await extractor.extract(responses)
async def write_db(conversation_id: str, data: dict) -> str:
"""Persist a new DiscoveryProfile for an existing conversation."""
from app.database import AsyncSessionLocal
from app.models import DiscoveryConversation, DiscoveryProfile
def _as_int(value):
try:
return int(value)
except (TypeError, ValueError):
return None
async with AsyncSessionLocal() as db:
conversation = await db.get(DiscoveryConversation, conversation_id)
if conversation is None:
raise SystemExit(
f"Conversation {conversation_id} not found in the database; "
"cannot --write-db."
)
profile = DiscoveryProfile(
id=str(uuid.uuid4()),
user_id=conversation.user_id,
conversation_id=conversation.id,
generated_at=datetime.now(timezone.utc),
triad=data.get("triad"),
probable_type=_as_int(data.get("probable_type")),
wing=_as_int(data.get("wing")),
instinctual_variant=data.get("instinctual_variant"),
instinctual_stack=data.get("instinctual_stack"),
love_summary=data.get("love_summary"),
strength_summary=data.get("strength_summary"),
mission_summary=data.get("mission_summary"),
vocation_summary=data.get("vocation_summary"),
overlap_narrative=data.get("overlap_narrative"),
short_term_goals=data.get("short_term_goals"),
long_term_goals=data.get("long_term_goals"),
confidence_json=json.dumps(data.get("confidence", {})),
locked=False,
)
db.add(profile)
await db.commit()
return profile.id
async def main_async(args: argparse.Namespace) -> int:
conversation_id, answers = read_answers(args.csv_path, args.conversation_id)
try:
data = await run_extraction(answers)
except DiscoveryExtractionError as exc:
print(f"Extraction failed: {exc}", file=sys.stderr)
return 1
print(json.dumps(data, indent=2, ensure_ascii=False))
if args.write_db:
if not conversation_id:
print(
"Cannot --write-db: no conversation_id in the CSV.",
file=sys.stderr,
)
return 1
profile_id = await write_db(conversation_id, data)
print(
f"\nWrote profile {profile_id} for conversation {conversation_id}.",
file=sys.stderr,
)
return 0
def main() -> int:
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument(
"csv_path", help="Path to a per-conversation or master CSV file."
)
parser.add_argument(
"--conversation-id",
help="Only use rows for this conversation (required for the master log "
"when it holds more than one conversation).",
)
parser.add_argument(
"--write-db",
action="store_true",
help="Persist a new DiscoveryProfile to the database (default: print "
"only).",
)
args = parser.parse_args()
return asyncio.run(main_async(args))
if __name__ == "__main__":
raise SystemExit(main())
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"""Unit tests for the CSV answer store.
These exercise the file I/O directly with a lightweight stand-in for the
DiscoveryConversation/User ORM objects, so they need no database. The
QUESTIONS_DIR / QUESTIONS_MASTER_CSV env vars are pointed at tmp_path.
"""
import csv
import os
from types import SimpleNamespace
from app.services import answer_store
def _conversation(conv_id="conv-1", user_id="user-1", **answers):
base = {
"id": conv_id,
"user_id": user_id,
"prompt_alive": "",
"prompt_friction": "",
"prompt_pull": "",
"prompt_recognition": "",
"prompt_future": "",
"prompt_goals_short": "",
"prompt_goals_long": "",
}
base.update(answers)
return SimpleNamespace(**base)
def _point_env(monkeypatch, tmp_path):
qdir = tmp_path / "questions"
master = tmp_path / "questions_master.csv"
monkeypatch.setenv("QUESTIONS_DIR", str(qdir))
monkeypatch.setenv("QUESTIONS_MASTER_CSV", str(master))
return qdir, master
def test_write_conversation_csv_round_trips(monkeypatch, tmp_path):
_point_env(monkeypatch, tmp_path)
conv = _conversation(prompt_alive="felt alive", prompt_goals_long="big plans")
user = SimpleNamespace(email="a@b.com")
assert answer_store.write_conversation_csv(conv, user, "responses_saved")
path = answer_store.conversation_csv_path("conv-1")
assert os.path.exists(path)
answers = answer_store.read_conversation_answers("conv-1")
assert answers["alive"] == "felt alive"
assert answers["goals_long"] == "big plans"
# Unanswered prompts round-trip as empty strings, all 7 present.
assert len(answers) == 7
assert answers["friction"] == ""
def test_write_is_atomic_overwrite(monkeypatch, tmp_path):
_point_env(monkeypatch, tmp_path)
user = SimpleNamespace(email="a@b.com")
answer_store.write_conversation_csv(
_conversation(prompt_alive="first"), user, "responses_saved"
)
answer_store.write_conversation_csv(
_conversation(prompt_alive="second"), user, "completed"
)
answers = answer_store.read_conversation_answers("conv-1")
assert answers["alive"] == "second"
# No leftover temp file.
assert not os.path.exists(
answer_store.conversation_csv_path("conv-1") + ".tmp"
)
def test_append_master_writes_header_once(monkeypatch, tmp_path):
_, master = _point_env(monkeypatch, tmp_path)
user = SimpleNamespace(email="a@b.com")
answer_store.append_master(
_conversation("c1", prompt_alive="x"), user, "responses_saved"
)
answer_store.append_master(
_conversation("c2", prompt_alive="y"), user, "completed"
)
with open(master, newline="", encoding="utf-8") as fh:
rows = list(csv.DictReader(fh))
# 7 prompts per event, two events.
assert len(rows) == 14
conv_ids = {r["conversation_id"] for r in rows}
assert conv_ids == {"c1", "c2"}
statuses = {r["status"] for r in rows}
assert statuses == {"responses_saved", "completed"}
def test_read_missing_file_returns_empty(monkeypatch, tmp_path):
_point_env(monkeypatch, tmp_path)
assert answer_store.read_conversation_answers("nope") == {}
def test_conversation_csv_text_from_db(monkeypatch, tmp_path):
_point_env(monkeypatch, tmp_path)
conv = _conversation(prompt_pull="natural pull")
user = SimpleNamespace(email="a@b.com")
text = answer_store.conversation_csv_text(conv, user, "completed")
assert "prompt_key" in text # header present
assert "natural pull" in text
assert text.count("\n") >= 8 # header + 7 rows
def test_save_answers_writes_both_artifacts(monkeypatch, tmp_path):
qdir, master = _point_env(monkeypatch, tmp_path)
conv = _conversation(prompt_alive="hi")
user = SimpleNamespace(email="a@b.com")
answer_store.save_answers(conv, user, "responses_saved")
assert os.path.exists(answer_store.conversation_csv_path("conv-1"))
assert os.path.exists(master)
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"""Tests for the discovery CSV/reprocess endpoints.
Run under the X-API-Key admin identity so they don't depend on the Google
OAuth flow. The DiscoveryExtractor is replaced with a fake so no network call
or API key is needed. QUESTIONS_DIR / QUESTIONS_MASTER_CSV are pointed at
tmp_path so the suite never writes into the repo's data dir.
"""
import os
from app.services import answer_store
API_KEY = {"X-API-Key": "test-api-key"}
class FakeExtractor:
"""Stand-in for DiscoveryExtractor: returns a fixed well-formed profile."""
def __init__(self, api_key=None, model=None):
pass
async def extract(self, responses):
return {
"triad": "gut",
"probable_type": 8,
"wing": 9,
"instinctual_variant": "sp",
"instinctual_stack": "sp/so/sx",
"love_summary": "love",
"strength_summary": "strength",
"mission_summary": "mission",
"vocation_summary": "vocation",
"overlap_narrative": "narrative",
"short_term_goals": "short",
"long_term_goals": "long",
"confidence": {
"triad": "high",
"type": "high",
"variant": "medium",
"ikigai": "high",
},
"extraction_notes": "ok",
}
def _patch(monkeypatch, tmp_path):
monkeypatch.setenv("QUESTIONS_DIR", str(tmp_path / "questions"))
monkeypatch.setenv("QUESTIONS_MASTER_CSV", str(tmp_path / "master.csv"))
monkeypatch.setattr(
"app.routers.discovery.DiscoveryExtractor", FakeExtractor
)
async def _start_and_respond(app_client):
start = await app_client.post("/discovery/start", headers=API_KEY)
assert start.status_code == 200
conv_id = start.json()["conversation_id"]
r = await app_client.put(
f"/discovery/{conv_id}/respond",
headers=API_KEY,
json={
"prompt_alive": "I felt alive building things",
"prompt_friction": "unfairness bothers me",
"prompt_goals_short": "ship the app",
},
)
assert r.status_code == 200
return conv_id
async def test_respond_writes_csv(app_client, monkeypatch, tmp_path):
_patch(monkeypatch, tmp_path)
conv_id = await _start_and_respond(app_client)
assert os.path.exists(answer_store.conversation_csv_path(conv_id))
answers = answer_store.read_conversation_answers(conv_id)
assert answers["alive"] == "I felt alive building things"
assert os.path.exists(str(tmp_path / "master.csv"))
async def test_get_answers(app_client, monkeypatch, tmp_path):
_patch(monkeypatch, tmp_path)
conv_id = await _start_and_respond(app_client)
r = await app_client.get(f"/discovery/{conv_id}/answers", headers=API_KEY)
assert r.status_code == 200
body = r.json()
assert body["conversation_id"] == conv_id
assert body["completed_at"] is None
by_key = {a["prompt_key"]: a["answer"] for a in body["answers"]}
assert by_key["friction"] == "unfairness bothers me"
assert len(body["answers"]) == 7
async def test_download_answers_csv(app_client, monkeypatch, tmp_path):
_patch(monkeypatch, tmp_path)
conv_id = await _start_and_respond(app_client)
r = await app_client.get(
f"/discovery/{conv_id}/answers.csv", headers=API_KEY
)
assert r.status_code == 200
assert r.headers["content-type"].startswith("text/csv")
assert "attachment" in r.headers["content-disposition"]
assert "ship the app" in r.text
async def test_reprocess_creates_profile(app_client, monkeypatch, tmp_path):
_patch(monkeypatch, tmp_path)
conv_id = await _start_and_respond(app_client)
r = await app_client.post(
f"/discovery/{conv_id}/reprocess", headers=API_KEY
)
assert r.status_code == 200
body = r.json()
assert body["conversation_id"] == conv_id
assert body["triad"] == "gut"
assert body["probable_type"] == 8
# A profile now exists for the user.
prof = await app_client.get("/discovery/profile/me", headers=API_KEY)
assert prof.status_code == 200
async def test_reprocess_locked_returns_409(app_client, monkeypatch, tmp_path):
_patch(monkeypatch, tmp_path)
conv_id = await _start_and_respond(app_client)
# Complete to create a profile, then lock it via confirm.
complete = await app_client.post(
f"/discovery/{conv_id}/complete", headers=API_KEY
)
assert complete.status_code == 200
confirm = await app_client.put(
"/discovery/profile/me/confirm", headers=API_KEY
)
assert confirm.status_code == 200
r = await app_client.post(
f"/discovery/{conv_id}/reprocess", headers=API_KEY
)
assert r.status_code == 409
async def test_complete_writes_completed_csv(app_client, monkeypatch, tmp_path):
_patch(monkeypatch, tmp_path)
conv_id = await _start_and_respond(app_client)
complete = await app_client.post(
f"/discovery/{conv_id}/complete", headers=API_KEY
)
assert complete.status_code == 200
# The answers endpoint now reports a completion timestamp.
answers = await app_client.get(
f"/discovery/{conv_id}/answers", headers=API_KEY
)
assert answers.json()["completed_at"] is not None