Introduce pure resolveCeoMode function with unit tests (M7 phase 1)

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ZacharyZhang-NY committed 2026-04-20 12:48:33 -04:00
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/**
* Pure resolver for the four CEO operating modes.
*
* The runtime decision "what phase is this CEO in" used to live in two
* parallel code paths that each derived a mode from the agent+company
* state independently — `operating-instructions-ceo.resolveMode` chose
* the markdown template, while `orchestration/initial-user-turn`
* separately decided the first user turn. Inconsistent outputs between
* the two produced the failure mode where the system prompt announced
* "your team is empty" while the turn cue read "continue on your most
* actionable task", or vice versa.
*
* This module introduces the single deterministic function
* `resolveCeoMode(input)` that M7 picks up for both call sites in a
* later phase. Phase 1 (this change) only ships the function and its
* unit tests — neither `operating-instructions-ceo.ts` nor
* `initial-user-turn.ts` is rewired yet. That keeps the behavioral
* change surface exactly zero while giving M7 Phase 2 a shared
* implementation to converge onto.
*
* The function is pure: no DB, no IO, no side effects. Every input is
* a projection the caller already has in hand (the CEO agent row, the
* company row, the filtered list of direct reports, the pending
* approvals list). That makes it trivial to exercise via table-driven
* unit tests without standing up a runtime.
*/
import type { AgentRecord, ApprovalRecord, CompanyRecord } from "@shared/types";
/**
* Operating mode for a CEO agent.
*
* - `team_building`: no active team yet and nothing in flight — the
* CEO's only legitimate action is filing hires.
* - `awaiting_hire`: hire approvals are pending but no active team
* exists yet. Check approval status, resubmit on revision, stop.
* - `awaiting_org`: an `approve_ceo_strategy` approval is pending.
* The board owes a decision before tasks can begin.
* - `operating`: team exists, strategy is approved, the CEO runs the
* business.
*/
export type CeoMode = "team_building" | "awaiting_hire" | "awaiting_org" | "operating";
export interface ResolveCeoModeInput {
/** The CEO agent. Function asserts `role === "ceo"` to catch mis-calls. */
agent: AgentRecord;
/** The company the CEO owns. Only used to scope the assertion. */
company: CompanyRecord;
/**
* Direct reports of the CEO. Callers pass the full set — the resolver
* filters out `pending_approval` (a report still blocked in a hire
* approval doesn't count as "active") and `terminated` here, so every
* call site uses the same predicate.
*/
reports: AgentRecord[];
/**
* Pending approvals owned by this company. The resolver scans for
* `approve_ceo_strategy` to detect the awaiting_org gate.
*/
pendingApprovals: ApprovalRecord[];
}
/**
* Classify the CEO's current operating mode from its immediate state.
*
* Priority ordering (first match wins):
*
* 1. `awaiting_org` — if an `approve_ceo_strategy` approval is
* pending, the org shape itself is in board review. Do not advance
* to operating regardless of team size.
* 2. `team_building` — no active reports AND no pending hires. The
* CEO has nothing to manage and nothing in flight.
* 3. `awaiting_hire` — no active reports but hires are pending board
* approval. Same "can't manage anyone yet" constraint, different
* action (check status, don't file duplicates).
* 4. `operating` — default. At least one active report and no
* org-strategy approval outstanding.
*
* The order matches the "external dependency first" rule: org strategy
* review gates everything downstream, so it outranks team composition
* signals. Between `team_building` and `awaiting_hire` the distinction
* is whether hires exist to wait on; both share the "no team yet"
* constraint but lead to different CEO actions.
*/
export function resolveCeoMode(input: ResolveCeoModeInput): CeoMode {
if (input.agent.role !== "ceo") {
throw new Error(
`resolveCeoMode called with non-CEO agent (id=${input.agent.id}, role=${input.agent.role})`,
);
}
if (input.agent.companyId !== input.company.id) {
throw new Error(
`resolveCeoMode called with mismatched company: agent.companyId=${input.agent.companyId}, company.id=${input.company.id}`,
);
}
const activeReports = input.reports.filter(
(report) =>
report.status !== "pending_approval" &&
report.status !== "terminated",
);
const pendingHires = input.reports.filter(
(report) => report.status === "pending_approval",
);
const hasPendingOrgApproval = input.pendingApprovals.some(
(approval) =>
approval.type === "approve_ceo_strategy" && approval.state === "pending",
);
if (hasPendingOrgApproval) return "awaiting_org";
if (activeReports.length === 0 && pendingHires.length === 0) return "team_building";
if (activeReports.length === 0 && pendingHires.length > 0) return "awaiting_hire";
return "operating";
}
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import { describe, expect, it } from "vitest";
import {
resolveCeoMode,
type ResolveCeoModeInput,
} from "../../src/main/prompt-builder/ceo-modes/resolve-mode";
import type {
AgentRecord,
ApprovalRecord,
CompanyRecord,
} from "../../src/shared/types";
/**
* resolveCeoMode is a pure function over immediate agent+company state,
* so these tests exercise it as a pure classifier. No SQLite required —
* standing up a database here would only test record round-tripping,
* which belongs in other suites. The table of cases below covers all
* four output modes and the boundary transitions between them.
*/
const COMPANY_ID = "00000000-0000-0000-0000-000000000001";
const CEO_ID = "00000000-0000-0000-0000-000000000010";
function makeCeo(overrides: Partial<AgentRecord> = {}): AgentRecord {
return {
id: CEO_ID,
companyId: COMPANY_ID,
name: "Chief",
role: "ceo",
title: "CEO",
department: null,
status: "active",
reportsTo: null,
connectorId: "openai-codex",
workspaceId: null,
model: null,
capabilities: "Run the company",
budgetMonthlyUsd: 1000,
spentMonthlyUsd: 0,
metadataJson: "{}",
heartbeatEnabled: true,
heartbeatIntervalSec: 120,
lastHeartbeatAt: null,
createdAt: "2026-04-01T00:00:00.000Z",
updatedAt: "2026-04-01T00:00:00.000Z",
...overrides,
};
}
function makeCompany(overrides: Partial<CompanyRecord> = {}): CompanyRecord {
return {
id: COMPANY_ID,
name: "Test Co",
description: "",
status: "active",
autoApproveHires: false,
reviewDeliverables: false,
executionMode: "ai_ceo",
createdAt: "2026-04-01T00:00:00.000Z",
updatedAt: "2026-04-01T00:00:00.000Z",
...overrides,
};
}
function makeReport(
id: string,
status: AgentRecord["status"],
overrides: Partial<AgentRecord> = {},
): AgentRecord {
return makeCeo({
id,
role: "ic",
title: "Engineer",
name: `Report ${id}`,
reportsTo: CEO_ID,
status,
...overrides,
});
}
function makeApproval(
type: ApprovalRecord["type"],
state: ApprovalRecord["state"],
overrides: Partial<ApprovalRecord> = {},
): ApprovalRecord {
return {
id: `approval-${type}-${state}`,
companyId: COMPANY_ID,
relatedTaskId: null,
relatedAgentId: null,
requestedByAgentId: CEO_ID,
type,
payloadSummary: "",
impactSummary: "",
payloadJson: null,
decisionNote: "",
state,
createdAt: "2026-04-01T00:00:00.000Z",
updatedAt: "2026-04-01T00:00:00.000Z",
...overrides,
};
}
function baseInput(overrides: Partial<ResolveCeoModeInput> = {}): ResolveCeoModeInput {
return {
agent: makeCeo(),
company: makeCompany(),
reports: [],
pendingApprovals: [],
...overrides,
};
}
describe("resolveCeoMode", () => {
// ─── team_building ──────────────────────────────────────────────────
it("returns team_building when the CEO has no reports and no approvals", () => {
expect(resolveCeoMode(baseInput())).toBe("team_building");
});
it("treats a terminated report as non-active: still team_building", () => {
expect(
resolveCeoMode(
baseInput({
reports: [makeReport("ex", "terminated")],
}),
),
).toBe("team_building");
});
// ─── awaiting_hire ──────────────────────────────────────────────────
it("returns awaiting_hire when only pending-approval reports exist", () => {
expect(
resolveCeoMode(
baseInput({
reports: [makeReport("hire-1", "pending_approval")],
}),
),
).toBe("awaiting_hire");
});
it("awaiting_hire regardless of how many pending hires are queued", () => {
expect(
resolveCeoMode(
baseInput({
reports: [
makeReport("hire-1", "pending_approval"),
makeReport("hire-2", "pending_approval"),
makeReport("hire-3", "pending_approval"),
],
}),
),
).toBe("awaiting_hire");
});
// ─── awaiting_org ───────────────────────────────────────────────────
it("returns awaiting_org when an approve_ceo_strategy is pending, even with active reports", () => {
expect(
resolveCeoMode(
baseInput({
reports: [makeReport("eng-1", "active")],
pendingApprovals: [makeApproval("approve_ceo_strategy", "pending")],
}),
),
).toBe("awaiting_org");
});
it("awaiting_org outranks team_building when strategy is pending and the org is still empty", () => {
expect(
resolveCeoMode(
baseInput({
pendingApprovals: [makeApproval("approve_ceo_strategy", "pending")],
}),
),
).toBe("awaiting_org");
});
it("ignores a resolved strategy approval (approved state does not gate)", () => {
expect(
resolveCeoMode(
baseInput({
reports: [makeReport("eng-1", "active")],
pendingApprovals: [makeApproval("approve_ceo_strategy", "approved")],
}),
),
).toBe("operating");
});
// ─── operating ──────────────────────────────────────────────────────
it("returns operating when at least one active report exists and no org approval is pending", () => {
expect(
resolveCeoMode(
baseInput({
reports: [makeReport("eng-1", "active")],
}),
),
).toBe("operating");
});
it("idle reports count as active for mode purposes (only pending/terminated exclude)", () => {
expect(
resolveCeoMode(
baseInput({
reports: [makeReport("eng-1", "idle")],
}),
),
).toBe("operating");
});
it("mixes pending and active: one active report is enough for operating", () => {
expect(
resolveCeoMode(
baseInput({
reports: [
makeReport("eng-1", "active"),
makeReport("hire-1", "pending_approval"),
],
}),
),
).toBe("operating");
});
// ─── guards ─────────────────────────────────────────────────────────
it("throws when called with a non-CEO agent", () => {
expect(() =>
resolveCeoMode(
baseInput({
agent: makeCeo({ role: "ic" }),
}),
),
).toThrow(/non-CEO/);
});
it("throws when agent and company ids do not match", () => {
expect(() =>
resolveCeoMode(
baseInput({
company: makeCompany({ id: "00000000-0000-0000-0000-000000000999" }),
}),
),
).toThrow(/mismatched company/);
});
// ─── transitions ────────────────────────────────────────────────────
it("transition team_building → awaiting_hire: filing a hire flips the mode", () => {
const before = baseInput();
const after = baseInput({
reports: [makeReport("hire-1", "pending_approval")],
});
expect(resolveCeoMode(before)).toBe("team_building");
expect(resolveCeoMode(after)).toBe("awaiting_hire");
});
it("transition awaiting_hire → operating: hire activation flips to operating", () => {
const before = baseInput({
reports: [makeReport("hire-1", "pending_approval")],
});
const after = baseInput({
reports: [makeReport("hire-1", "active")],
});
expect(resolveCeoMode(before)).toBe("awaiting_hire");
expect(resolveCeoMode(after)).toBe("operating");
});
it("transition operating → awaiting_org: filing a strategy approval gates further work", () => {
const reports = [makeReport("eng-1", "active")];
expect(resolveCeoMode(baseInput({ reports }))).toBe("operating");
expect(
resolveCeoMode(
baseInput({
reports,
pendingApprovals: [makeApproval("approve_ceo_strategy", "pending")],
}),
),
).toBe("awaiting_org");
});
});