trueppm-api 0.4.0b2__py3-none-any.whl

trueppm_api/apps/notifications/digests.py

@@ -0,0 +1,447 @@
+"""Scheduled digest builders and the Beat sweep (ADR-0663, #2407).
+
+The first *clock-driven* notifications in TruePPM. Everything else in this app
+fires from a domain event; these fire because it is Sunday evening in the
+recipient's timezone.
+
+Three rules shape this module:
+
+1. **No new math.** Program health comes from :func:`compute_program_rollup` and
+   the contributing project from :func:`top_contributing_project` (both ADR-0088);
+   overallocation comes from :func:`compute_utilization`'s ``overallocated`` flag,
+   which is ``load_pct > 100`` — the same verdict the heat map colors red. A digest
+   must never state a number the user cannot find on the screen it links to.
+2. **No new pipeline.** Content is handed to :func:`create_event_notifications`,
+   so DND, quiet hours, the per-(event, channel) matrix, the durable inbox row, and
+   the ``email_pending`` outbox drain all apply unchanged.
+3. **The empty digest is a real digest.** "Nothing at risk this week" is a send.
+   A channel that only speaks when something is wrong teaches the reader to read
+   silence as either good news or a broken pipeline, with no way to tell which.
+"""
+
+from __future__ import annotations
+
+import datetime
+import logging
+import zoneinfo
+from typing import TYPE_CHECKING, Any
+
+from django.conf import settings
+from django.db import IntegrityError
+from django.utils import timezone
+
+from trueppm_api.apps.access.models import ProgramMembership, ProjectMembership, Role
+from trueppm_api.apps.projects.lifecycle import exclude_draft_projects
+from trueppm_api.apps.projects.models import Program, Project
+from trueppm_api.apps.projects.program_rollup import (
+    compute_program_rollup,
+    top_contributing_project,
+)
+from trueppm_api.apps.projects.utilization import compute_utilization
+
+from .models import (
+    NotificationChannel,
+    NotificationDigestRun,
+    NotificationEventType,
+    NotificationPreference,
+    UserNotificationSettings,
+)
+from .services import create_event_notifications
+
+if TYPE_CHECKING:
+    from collections.abc import Iterable
+
+logger = logging.getLogger(__name__)
+
+# Health bands that put a program in the digest. ``on_track`` and ``unknown`` are
+# not "at risk" and must not pad the body — the digest's value is that a line in it
+# means something.
+AT_RISK_BANDS = frozenset({"at_risk", "critical"})
+
+# Per-user work caps (ADR-0663 §Consequences). A user on a very large number of
+# programs would otherwise turn one digest into an unbounded rollup sweep. The
+# truncation is stated in the body rather than silently dropping lines.
+MAX_PROGRAMS_PER_DIGEST = 25
+MAX_PROJECTS_PER_DIGEST = 25
+
+# The two events this module sends. Both carry the same weekly slot.
+DIGEST_EVENT_TYPES = (
+    NotificationEventType.PROGRAM_HEALTH_DIGEST.value,
+    NotificationEventType.RESOURCE_OVERALLOCATION_DIGEST.value,
+)
+
+_HEALTH_LABELS = {"critical": "Critical", "at_risk": "At risk"}
+
+
+# ---------------------------------------------------------------------------
+# Slot resolution
+# ---------------------------------------------------------------------------
+
+
+def resolve_user_timezone(name: str) -> zoneinfo.ZoneInfo:
+    """Return the ZoneInfo for *name*, falling back to the server timezone.
+
+    A user whose stored timezone was removed from the tz database (or was never
+    valid) must not break the sweep for everyone else, so an unknown key degrades
+    to ``settings.TIME_ZONE`` — the **server** timezone, not the admin-set
+    ``Workspace.timezone``. Digests are already anchored per user, so there is
+    nothing for a workspace-wide default to decide here; the one reader of
+    ``Workspace.timezone`` is ``services._project_timezone`` (#3377).
+    """
+    if name:
+        try:
+            return zoneinfo.ZoneInfo(name)
+        except (zoneinfo.ZoneInfoNotFoundError, ValueError):
+            logger.warning("Unknown digest timezone %r — falling back to server timezone", name)
+    return zoneinfo.ZoneInfo(settings.TIME_ZONE)
+
+
+def week_start_for(local_now: datetime.datetime) -> datetime.date:
+    """Return the Monday of *local_now*'s week — the digest's idempotency period.
+
+    Anchoring on Monday (not on the user's chosen send day) means changing the
+    send day mid-week cannot produce a second digest for the same week.
+    """
+    return local_now.date() - datetime.timedelta(days=local_now.weekday())
+
+
+# ---------------------------------------------------------------------------
+# Content builders
+# ---------------------------------------------------------------------------
+
+
+def build_program_health_digest(user: Any, local_now: datetime.datetime) -> tuple[str, str]:
+    """Build the (subject, body) of *user*'s weekly program-health digest.
+
+    Covers only programs the user *currently* belongs to, and only those whose
+    rolled-up health is ``at_risk`` or ``critical``. Each line names the program, its
+    band, and the project contributing most to it, and points at the existing program
+    overview drill-through.
+    """
+    # Live-membership floor (#3456). Revoking a program member soft-deletes the
+    # ProgramMembership row rather than deleting it, so an unfloored read resolves a
+    # revoked member as current. This digest is *pushed* content — it names each
+    # at-risk program, its health band and its worst-contributing project — so an
+    # unfloored audience mails program state to someone whose access was taken away,
+    # on a weekly schedule, unrecallably.
+    #
+    # ``program__is_deleted=False`` is applied HERE, on the membership rows, rather
+    # than only on the Program queryset below — the same reason
+    # ``build_resource_overallocation_digest`` floors on its membership rows:
+    # ``MAX_PROGRAMS_PER_DIGEST`` slices this list and ``total_memberships`` counts
+    # it, so a revoked or soft-deleted row would burn a cap slot and inflate the
+    # "showing the first N of M" footer even after the body itself was corrected.
+    #
+    # Shared, not inlined, since #3458 added ``ProgramMembership.live()``. The
+    # ``program__is_deleted`` term stays here because ``live()`` floors the *membership*
+    # only — a live row on a soft-deleted program passes it and confers nothing.
+    audience = ProgramMembership.live().filter(user=user, program__is_deleted=False)
+    program_ids = list(
+        audience.values_list("program_id", flat=True).order_by("program_id")[
+            :MAX_PROGRAMS_PER_DIGEST
+        ]
+    )
+    total_memberships = audience.count()
+
+    lines: list[str] = []
+    for program in Program.objects.filter(id__in=program_ids, is_deleted=False).order_by("name"):
+        rollup = compute_program_rollup(program)
+        health = rollup.get("program_health")
+        if health not in AT_RISK_BANDS:
+            continue
+        label = _HEALTH_LABELS.get(health, health)
+        contributor = top_contributing_project(program)
+        driver = f" — driven by {contributor['name']}" if contributor else ""
+        lines.append(_line(f"{program.name}: {label}{driver}", _program_url(program.id)))
+
+    week_of = local_now.date().isoformat()
+    if not lines:
+        # The honest empty state. The subject distinguishes it from a digest with
+        # findings so an inbox scan alone answers "is anything wrong?".
+        subject = f"Program health: nothing at risk (week of {week_of})"
+        body = (
+            "No program you belong to is at risk or critical this week.\n\n"
+            "This is a complete report, not a suppressed one — you are seeing it "
+            "because the check ran and found nothing.\n"
+        )
+        return subject, body
+
+    count = len(lines)
+    noun = "program" if count == 1 else "programs"
+    subject = f"Program health: {count} {noun} need attention (week of {week_of})"
+    body = f"{count} {noun} at risk or critical this week:\n\n" + "\n".join(lines) + "\n"
+    if total_memberships > MAX_PROGRAMS_PER_DIGEST:
+        body += (
+            f"\nShowing the first {MAX_PROGRAMS_PER_DIGEST} of {total_memberships} programs "
+            "you belong to.\n"
+        )
+    return subject, body
+
+
+def build_resource_overallocation_digest(
+    user: Any, local_now: datetime.datetime
+) -> tuple[str, str]:
+    """Build the (subject, body) of *user*'s weekly overallocation digest.
+
+    Covers projects where the user holds ``role >= SCHEDULER`` (the Resource
+    Manager seat) — a contributor has no lever over allocation, so mailing them a
+    heat-map summary would be noise. Overallocation is
+    :func:`compute_utilization`'s own ``overallocated`` flag over the coming week,
+    i.e. the same ``load_pct > 100`` threshold the heat map colors red.
+    """
+    window_start = local_now.date()
+    window_end = window_start + datetime.timedelta(days=6)
+
+    # Drafts are excluded (#2962/#3128): a resource "overallocated" by a plan nobody
+    # has committed to is not overallocated, and a Resource Manager acting on that
+    # line would be levelling against work that may never exist.
+    #
+    # Narrowed HERE, on the membership rows, rather than on the Project queryset
+    # below — because ``MAX_PROJECTS_PER_DIGEST`` slices this list and
+    # ``total_projects`` counts it. Excluding after the slice would let drafts
+    # consume cap slots and push real projects out of the digest entirely, and
+    # would leave the "showing the first N of M" footer over-reporting M. The
+    # ``project__is_deleted`` clause is here for the same reason: it was applied
+    # only on the Project queryset, so a soft-deleted project already burned a
+    # slot and inflated M.
+    audience = exclude_draft_projects(
+        ProjectMembership.objects.filter(
+            user=user,
+            role__gte=Role.SCHEDULER,
+            is_deleted=False,
+            project__is_deleted=False,
+        )
+    )
+    project_ids = list(
+        audience.values_list("project_id", flat=True).order_by("project_id")[
+            :MAX_PROJECTS_PER_DIGEST
+        ]
+    )
+    total_projects = audience.count()
+
+    lines: list[str] = []
+    projects = (
+        Project.objects.filter(id__in=project_ids, is_deleted=False)
+        .prefetch_related("tasks__assignments__resource__calendar__exceptions")
+        .order_by("name")
+    )
+    for project in projects:
+        util = compute_utilization(project, window_start, window_end)
+        over = [r for r in util.get("resources", []) if r.get("overallocated")]
+        if not over:
+            continue
+        names = ", ".join(sorted(r["resource_name"] for r in over))
+        count = len(over)
+        noun = "resource" if count == 1 else "resources"
+        lines.append(
+            _line(
+                f"{project.name}: {count} {noun} over 100% — {names}",
+                _resources_url(project.id),
+            )
+        )
+
+    week_of = window_start.isoformat()
+    if not lines:
+        subject = f"Resource load: nobody over capacity (week of {week_of})"
+        body = (
+            "No resource on the projects you manage exceeds 100% capacity in the "
+            "week ahead.\n\n"
+            "This is a complete report, not a suppressed one — you are seeing it "
+            "because the check ran and found nothing.\n"
+        )
+        return subject, body
+
+    count = len(lines)
+    noun = "project" if count == 1 else "projects"
+    subject = f"Resource load: overallocation on {count} {noun} (week of {week_of})"
+    body = (
+        f"Resources over 100% capacity in the week ahead, across {count} {noun}:\n\n"
+        + "\n".join(lines)
+        + "\n"
+    )
+    if total_projects > MAX_PROJECTS_PER_DIGEST:
+        body += (
+            f"\nShowing the first {MAX_PROJECTS_PER_DIGEST} of {total_projects} projects "
+            "you manage.\n"
+        )
+    return subject, body
+
+
+def _frontend_base() -> str:
+    """Public frontend origin, or ``""`` when unconfigured.
+
+    Mirrors ``blocker_services.task_deep_link``: when ``FRONTEND_BASE_URL`` is
+    empty — the zero-config default — there is no reachable public URL, so callers
+    omit the link line entirely rather than emit a broken relative path.
+    """
+    return (getattr(settings, "FRONTEND_BASE_URL", "") or "").rstrip("/")
+
+
+def _program_url(program_id: Any) -> str:
+    base = _frontend_base()
+    return f"{base}/programs/{program_id}/overview" if base else ""
+
+
+def _resources_url(project_id: Any) -> str:
+    base = _frontend_base()
+    return f"{base}/projects/{project_id}/resources" if base else ""
+
+
+def _line(text: str, url: str) -> str:
+    """Render a digest bullet, appending the deep link only when one exists."""
+    return f"- {text}\n  {url}" if url else f"- {text}"
+
+
+_BUILDERS = {
+    NotificationEventType.PROGRAM_HEALTH_DIGEST.value: build_program_health_digest,
+    NotificationEventType.RESOURCE_OVERALLOCATION_DIGEST.value: (
+        build_resource_overallocation_digest
+    ),
+}
+
+
+# ---------------------------------------------------------------------------
+# Sweep
+# ---------------------------------------------------------------------------
+
+
+def _opted_in_user_ids(event_type: str) -> set[Any]:
+    """User PKs with at least one channel explicitly enabled for *event_type*.
+
+    Both channels default to ``False`` (ADR-0663 §1), so an opted-in user
+    necessarily has a stored ``NotificationPreference`` row — which is what lets
+    the sweep read a handful of rows instead of scanning every user.
+
+    Deactivated accounts are excluded (#3523). Off-boarding is a **second,
+    independent revocation axis** from membership (``access/signals.py``): it writes
+    ``WorkspaceMembership.status = DEACTIVATED`` and ``User.is_active = False`` and
+    never touches ``ProjectMembership``/``ProgramMembership``, so an off-boarded user
+    keeps *live* membership rows and the #3456 ``is_deleted=False`` floor below never
+    reaches them. Every credential path closes on ``is_active`` — JWT, session, PAT,
+    live sockets — but a digest is *pushed*: it keeps naming every at-risk program,
+    its health band and its worst-contributing project, weekly and unrecallably, at
+    an address the account no longer controls.
+
+    The floor sits **here**, in the audience, rather than in
+    :func:`_maybe_send_for_user`, for two reasons. It is one filter above *both*
+    digest event types, so neither builder can be corrected without the other. And it
+    is above the ``NotificationDigestRun`` ledger insert, so a deactivated user stops
+    consuming a ledger row every week for a send that will never happen — a guard
+    inside ``_maybe_send_for_user`` would suppress the mail and still write the row.
+    """
+    return set(
+        NotificationPreference.objects.filter(
+            event_type=event_type,
+            enabled=True,
+            channel__in=[NotificationChannel.IN_APP.value, NotificationChannel.EMAIL.value],
+            user__is_active=True,
+        ).values_list("user_id", flat=True)
+    )
+
+
+def send_due_digests(now: datetime.datetime | None = None) -> int:
+    """Send every digest whose per-user slot matches *now*. Returns rows created.
+
+    Called hourly by Beat. For each opted-in user, "now" is converted into that
+    user's ``digest_timezone`` and the digest fires iff the local weekday and hour
+    match their configured slot.
+
+    Per-user failures are logged and skipped: one user's deleted program or broken
+    timezone must not deny everyone else their digest.
+    """
+    now = now or timezone.now()
+    created_total = 0
+
+    for event_type in DIGEST_EVENT_TYPES:
+        user_ids = _opted_in_user_ids(event_type)
+        if not user_ids:
+            continue
+        settings_by_user = {
+            s.user_id: s
+            for s in UserNotificationSettings.objects.filter(user_id__in=user_ids).select_related(
+                "user"
+            )
+        }
+        for user_id in user_ids:
+            try:
+                created_total += _maybe_send_for_user(
+                    user_id, settings_by_user.get(user_id), event_type, now
+                )
+            except Exception:
+                logger.exception(
+                    "Digest %s failed for user %s — continuing with remaining users",
+                    event_type,
+                    user_id,
+                )
+    return created_total
+
+
+def _maybe_send_for_user(
+    user_id: Any,
+    user_settings: UserNotificationSettings | None,
+    event_type: str,
+    now: datetime.datetime,
+) -> int:
+    """Send *event_type* to *user_id* iff their slot matches ``now``. Rows created."""
+    # A user with no settings row uses the model defaults (Sunday 17:00, server tz),
+    # mirroring how an absent NotificationPreference row reads as DEFAULT_PREFERENCES.
+    weekday = user_settings.digest_weekday if user_settings else 6
+    hour = user_settings.digest_hour if user_settings else 17
+    tz_name = user_settings.digest_timezone if user_settings else ""
+
+    local_now = now.astimezone(resolve_user_timezone(tz_name))
+    if local_now.weekday() != weekday or local_now.hour != hour:
+        return 0
+
+    period_start = week_start_for(local_now)
+    try:
+        _, created = NotificationDigestRun.objects.get_or_create(
+            user_id=user_id, event_type=event_type, period_start=period_start
+        )
+    except IntegrityError:
+        # Lost the race to a concurrent worker — that worker is sending it.
+        return 0
+    if not created:
+        return 0
+
+    user = user_settings.user if user_settings else _load_user(user_id)
+    if user is None:
+        return 0
+
+    subject, body = _BUILDERS[event_type](user, local_now)
+    # project_id is None: a digest spans a user's whole membership set and is not
+    # scoped to one project. The inbox row's links live in the body.
+    count = create_event_notifications(
+        event_type=event_type,
+        recipient_ids=[user_id],
+        subject=subject,
+        body=body,
+        project_id=None,
+    )
+    NotificationDigestRun.objects.filter(
+        user_id=user_id, event_type=event_type, period_start=period_start
+    ).update(notification_count=count)
+    return count
+
+
+def _load_user(user_id: Any) -> Any:
+    from django.contrib.auth import get_user_model
+
+    return get_user_model().objects.filter(pk=user_id).first()
+
+
+def purge_old_digest_runs(older_than_days: int = 90) -> int:
+    """Delete digest ledger rows older than *older_than_days*. Returns rows deleted.
+
+    90 days rather than the 7-day per-request outbox convention: this ledger's job
+    is to remember a *weekly* send, so a 7-day window would forget a fortnight-old
+    run it must not repeat.
+    """
+    cutoff = timezone.now() - datetime.timedelta(days=older_than_days)
+    deleted, _ = NotificationDigestRun.objects.filter(created_at__lt=cutoff).delete()
+    return deleted
+
+
+def digest_event_types() -> Iterable[str]:
+    """The event types this module sends — used by tests and the settings surface."""
+    return DIGEST_EVENT_TYPES