Tighten review prompt flow
This commit is contained in:
11
pm/tasks.org
11
pm/tasks.org
@@ -677,7 +677,7 @@ replace the old observed/canonical workflow with a review-first pipeline that us
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- Existing auto-generated catalog rows are no longer carried forward by default; only deliberate catalog entries survive. That keeps the new `catalog.csv` conservative, but it also means prior observed-based auto-links do not migrate into the new model.
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- Live rerun after the refactor produced `627` purchase rows, `387` review-queue rows, `407` distinct normalized items, `0` linked normalized items, and `0` unresolved rows missing from the review queue.
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* [ ] t1.16: cleanup review process and format
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* [x] t1.16: cleanup review process and format
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** acceptance criteria
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1. Add intro text explaining:
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@@ -709,11 +709,14 @@ replace the old observed/canonical workflow with a review-first pipeline that us
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** evidence
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- commit:
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- tests:
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- date:
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- commit: pending
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- tests: `./venv/bin/python -m unittest discover -s tests`; `./venv/bin/python review_products.py --refresh-only`; `./venv/bin/python review_products.py --help`
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- datetime: 2026-03-20 12:45:25 EDT
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** notes
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- The main flow change is operational rather than architectural: each review decision now persists immediately to `review_resolutions.csv`, `catalog.csv`, `product_links.csv`, and the on-disk `review_queue.csv`.
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- Direct numeric selection works well for suggestion-heavy review, while `[l]ink existing` remains available as a fallback when the suggestion list is empty or incomplete.
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- I kept the review data model unchanged from `t1.15`; this task only tightened the prompt format, field order, and save behavior.
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#+END_*
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@@ -31,6 +31,13 @@ PROMPT_COLOR = "bright_yellow"
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WARNING_COLOR = "magenta"
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def print_intro_text():
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click.secho("Review guide:", fg=INFO_COLOR)
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click.echo(" catalog name: unique product identity including variant, but not packaging")
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click.echo(" product type: general product you want to compare across purchases")
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click.echo(" category: broad analysis bucket such as dairy, produce, or frozen")
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def build_review_queue(purchase_rows, resolution_rows):
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by_normalized = defaultdict(list)
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resolution_lookup = build_purchases.load_resolution_lookup(resolution_rows)
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@@ -111,6 +118,10 @@ def save_catalog_rows(path, rows):
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write_csv_rows(path, rows, build_purchases.CATALOG_FIELDS)
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def save_link_rows(path, rows):
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write_csv_rows(path, rows, build_purchases.PRODUCT_LINK_FIELDS)
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def sort_related_items(rows):
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return sorted(
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rows,
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@@ -179,23 +190,64 @@ def build_catalog_suggestions(related_rows, purchase_rows, catalog_rows, limit=3
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return suggestions
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def suggestion_display_rows(suggestions, purchase_rows, catalog_rows):
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linked_purchase_counts = defaultdict(int)
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linked_normalized_ids = defaultdict(set)
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for row in purchase_rows:
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catalog_id = row.get("catalog_id", "")
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normalized_item_id = row.get("normalized_item_id", "")
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if not catalog_id or not normalized_item_id:
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continue
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linked_purchase_counts[catalog_id] += 1
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linked_normalized_ids[catalog_id].add(normalized_item_id)
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display_rows = []
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catalog_details = {
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row["catalog_id"]: {
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"product_type": row.get("product_type", ""),
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"category": row.get("category", ""),
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}
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for row in catalog_rows
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if row.get("catalog_id")
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}
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for row in purchase_rows:
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if row.get("catalog_id"):
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catalog_details.setdefault(
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row["catalog_id"],
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{
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"product_type": row.get("product_type", ""),
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"category": row.get("category", ""),
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},
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)
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for row in suggestions:
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catalog_id = row["catalog_id"]
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details = catalog_details.get(catalog_id, {})
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display_rows.append(
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{
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**row,
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"product_type": details.get("product_type", ""),
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"category": details.get("category", ""),
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"linked_purchase_rows": linked_purchase_counts.get(catalog_id, 0),
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"linked_normalized_items": len(linked_normalized_ids.get(catalog_id, set())),
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}
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)
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return display_rows
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def build_display_lines(related_rows):
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lines = []
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for index, row in enumerate(sort_related_items(related_rows), start=1):
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lines.append(
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" [{index}] {purchase_date} | {line_total} | {raw_item_name} | {normalized_item_name} | "
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"{upc} | {retailer}".format(
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" [{index}] {raw_item_name} | {retailer} | {purchase_date} | {line_total} | {image_url}".format(
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index=index,
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raw_item_name=row.get("raw_item_name", ""),
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retailer=row.get("retailer", ""),
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purchase_date=row.get("purchase_date", ""),
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line_total=row.get("line_total", ""),
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raw_item_name=row.get("raw_item_name", ""),
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normalized_item_name=row.get("normalized_item_name", ""),
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upc=row.get("upc", ""),
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retailer=row.get("retailer", ""),
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image_url=row.get("image_url", ""),
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)
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)
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if row.get("image_url"):
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lines.append(f" {row['image_url']}")
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if not lines:
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lines.append(" [1] no matched item rows found")
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return lines
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@@ -216,7 +268,11 @@ def choose_existing_catalog(display_rows, normalized_name, matched_count):
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fg=INFO_COLOR,
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)
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for index, row in enumerate(display_rows, start=1):
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click.echo(f" [{index}] {row['catalog_name']} | {row['catalog_id']}")
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click.echo(
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f" [{index}] {row['catalog_name']}, {row.get('product_type', '')}, "
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f"{row.get('category', '')} ({row['linked_normalized_items']} items, "
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f"{row['linked_purchase_rows']} rows)"
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)
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choice = click.prompt(
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click.style("selection", fg=PROMPT_COLOR),
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type=click.IntRange(1, len(display_rows)),
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@@ -241,13 +297,16 @@ def choose_existing_catalog(display_rows, normalized_name, matched_count):
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def prompt_resolution(queue_row, related_rows, purchase_rows, catalog_rows, queue_index, queue_total):
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suggestions = build_catalog_suggestions(related_rows, purchase_rows, catalog_rows)
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suggestions = suggestion_display_rows(
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build_catalog_suggestions(related_rows, purchase_rows, catalog_rows),
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purchase_rows,
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catalog_rows,
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)
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normalized_name = normalized_label(queue_row, related_rows)
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matched_count = len(related_rows)
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click.echo("")
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click.secho(
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f"Review {queue_index}/{queue_total}: Resolve normalized_item {normalized_name} "
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"to catalog_name [__]?",
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f"Review {queue_index}/{queue_total}: {normalized_name}",
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fg=INFO_COLOR,
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)
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click.echo(f"{matched_count} matched items:")
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@@ -256,11 +315,34 @@ def prompt_resolution(queue_row, related_rows, purchase_rows, catalog_rows, queu
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if suggestions:
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click.echo(f"{len(suggestions)} catalog_name suggestions found:")
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for index, suggestion in enumerate(suggestions, start=1):
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click.echo(f" [{index}] {suggestion['catalog_name']}")
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click.echo(
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f" [{index}] {suggestion['catalog_name']}, {suggestion.get('product_type', '')}, "
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f"{suggestion.get('category', '')} ({suggestion['linked_normalized_items']} items, "
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f"{suggestion['linked_purchase_rows']} rows)"
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)
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else:
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click.echo("no catalog_name suggestions found")
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click.secho("[l]ink existing [n]ew catalog e[x]clude [s]kip [q]uit:", fg=PROMPT_COLOR)
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action = click.prompt("", type=click.Choice(["l", "n", "x", "s", "q"]), prompt_suffix=" ")
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prompt_bits = []
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if suggestions:
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prompt_bits.append("[#] link to suggestion")
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prompt_bits.extend(["[l]ink existing", "[n]ew", "[s]kip", "e[x]clude", "[q]uit"])
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click.secho(" ".join(prompt_bits) + " >", fg=PROMPT_COLOR)
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action = click.prompt("", type=str, prompt_suffix=" ").strip().lower()
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if action.isdigit() and suggestions:
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choice = int(action)
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if 1 <= choice <= len(suggestions):
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chosen_row = suggestions[choice - 1]
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notes = click.prompt(click.style("link notes", fg=PROMPT_COLOR), default="", show_default=False)
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return {
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"normalized_item_id": queue_row["normalized_item_id"],
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"catalog_id": chosen_row["catalog_id"],
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"resolution_action": "link",
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"status": "approved",
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"resolution_notes": notes,
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"reviewed_at": str(date.today()),
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}, None
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click.secho("invalid suggestion number", fg=WARNING_COLOR)
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return prompt_resolution(queue_row, related_rows, purchase_rows, catalog_rows, queue_index, queue_total)
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if action == "q":
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return None, None
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if action == "s":
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@@ -288,6 +370,10 @@ def prompt_resolution(queue_row, related_rows, purchase_rows, catalog_rows, queu
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"catalog_id": row["catalog_id"],
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"catalog_name": row["catalog_name"],
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"reason": "catalog sample",
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"product_type": row.get("product_type", ""),
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"category": row.get("category", ""),
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"linked_normalized_items": 0,
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"linked_purchase_rows": 0,
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}
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for row in catalog_rows[:10]
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if row.get("catalog_id")
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@@ -317,10 +403,13 @@ def prompt_resolution(queue_row, related_rows, purchase_rows, catalog_rows, queu
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"resolution_notes": notes,
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"reviewed_at": str(date.today()),
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}, None
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if action != "n":
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click.secho("invalid action", fg=WARNING_COLOR)
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return prompt_resolution(queue_row, related_rows, purchase_rows, catalog_rows, queue_index, queue_total)
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catalog_name = click.prompt(click.style("catalog name", fg=PROMPT_COLOR), type=str)
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category = click.prompt(click.style("category", fg=PROMPT_COLOR), default="", show_default=False)
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product_type = click.prompt(click.style("product type", fg=PROMPT_COLOR), default="", show_default=False)
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category = click.prompt(click.style("category", fg=PROMPT_COLOR), default="", show_default=False)
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notes = click.prompt(click.style("notes", fg=PROMPT_COLOR), default="", show_default=False)
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catalog_id = stable_id("cat", f"manual|{catalog_name}|{category}|{product_type}")
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catalog_row = {
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@@ -349,17 +438,41 @@ def prompt_resolution(queue_row, related_rows, purchase_rows, catalog_rows, queu
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return resolution_row, catalog_row
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def apply_resolution_to_queue(queue_rows, resolution_lookup):
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today_text = str(date.today())
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updated_rows = []
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for row in queue_rows:
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resolution = resolution_lookup.get(row["normalized_item_id"], {})
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row_copy = dict(row)
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if resolution:
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row_copy["catalog_id"] = resolution.get("catalog_id", "")
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row_copy["status"] = resolution.get("status", row_copy.get("status", "pending"))
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row_copy["resolution_action"] = resolution.get("resolution_action", "")
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row_copy["resolution_notes"] = resolution.get("resolution_notes", "")
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row_copy["updated_at"] = resolution.get("reviewed_at", today_text)
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if resolution.get("status") == "approved":
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row_copy["created_at"] = row_copy.get("created_at") or resolution.get("reviewed_at", today_text)
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updated_rows.append(row_copy)
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return updated_rows
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def link_rows_from_state(link_lookup):
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return sorted(link_lookup.values(), key=lambda row: row["normalized_item_id"])
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@click.command()
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@click.option("--purchases-csv", default="data/review/purchases.csv", show_default=True)
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@click.option("--queue-csv", default="data/review/review_queue.csv", show_default=True)
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@click.option("--resolutions-csv", default="data/review/review_resolutions.csv", show_default=True)
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@click.option("--catalog-csv", default="data/catalog.csv", show_default=True)
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@click.option("--links-csv", default="data/review/product_links.csv", show_default=True)
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@click.option("--limit", default=0, show_default=True, type=int)
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@click.option("--refresh-only", is_flag=True, help="Only rebuild review_queue.csv without prompting.")
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def main(purchases_csv, queue_csv, resolutions_csv, catalog_csv, limit, refresh_only):
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def main(purchases_csv, queue_csv, resolutions_csv, catalog_csv, links_csv, limit, refresh_only):
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purchase_rows = build_purchases.read_optional_csv_rows(purchases_csv)
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resolution_rows = build_purchases.read_optional_csv_rows(resolutions_csv)
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catalog_rows = build_purchases.merge_catalog_rows(build_purchases.read_optional_csv_rows(catalog_csv), [])
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link_lookup = build_purchases.load_link_lookup(build_purchases.read_optional_csv_rows(links_csv))
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queue_rows = build_review_queue(purchase_rows, resolution_rows)
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write_csv_rows(queue_csv, queue_rows, QUEUE_FIELDS)
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click.echo(f"wrote {len(queue_rows)} rows to {queue_csv}")
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@@ -367,6 +480,7 @@ def main(purchases_csv, queue_csv, resolutions_csv, catalog_csv, limit, refresh_
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if refresh_only:
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return
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print_intro_text()
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resolution_lookup = build_purchases.load_resolution_lookup(resolution_rows)
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catalog_by_id = {row["catalog_id"]: row for row in catalog_rows if row.get("catalog_id")}
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rows_by_normalized = defaultdict(list)
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@@ -388,16 +502,38 @@ def main(purchases_csv, queue_csv, resolutions_csv, catalog_csv, limit, refresh_
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if catalog_row and catalog_row["catalog_id"] not in catalog_by_id:
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catalog_by_id[catalog_row["catalog_id"]] = catalog_row
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catalog_rows.append(catalog_row)
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normalized_item_id = resolution_row["normalized_item_id"]
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if resolution_row["status"] == "approved":
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if resolution_row["resolution_action"] in {"link", "create"} and resolution_row.get("catalog_id"):
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link_lookup[normalized_item_id] = {
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"normalized_item_id": normalized_item_id,
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"catalog_id": resolution_row["catalog_id"],
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"link_method": f"manual_{resolution_row['resolution_action']}",
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"link_confidence": "high",
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"review_status": "approved",
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"reviewed_by": "",
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"reviewed_at": resolution_row.get("reviewed_at", ""),
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"link_notes": resolution_row.get("resolution_notes", ""),
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}
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elif resolution_row["resolution_action"] == "exclude":
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link_lookup.pop(normalized_item_id, None)
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queue_rows = apply_resolution_to_queue(queue_rows, resolution_lookup)
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write_csv_rows(queue_csv, queue_rows, QUEUE_FIELDS)
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save_resolution_rows(
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resolutions_csv,
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sorted(resolution_lookup.values(), key=lambda row: row["normalized_item_id"]),
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)
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save_catalog_rows(catalog_csv, sorted(catalog_by_id.values(), key=lambda row: row["catalog_id"]))
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save_link_rows(links_csv, link_rows_from_state(link_lookup))
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reviewed += 1
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save_resolution_rows(
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resolutions_csv,
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sorted(resolution_lookup.values(), key=lambda row: row["normalized_item_id"]),
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)
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save_resolution_rows(resolutions_csv, sorted(resolution_lookup.values(), key=lambda row: row["normalized_item_id"]))
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save_catalog_rows(catalog_csv, sorted(catalog_by_id.values(), key=lambda row: row["catalog_id"]))
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save_link_rows(links_csv, link_rows_from_state(link_lookup))
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click.echo(
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f"saved {len(resolution_lookup)} resolution rows to {resolutions_csv} "
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f"and {len(catalog_by_id)} catalog rows to {catalog_csv}"
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f"saved {len(resolution_lookup)} resolution rows to {resolutions_csv}, "
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f"{len(catalog_by_id)} catalog rows to {catalog_csv}, "
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f"and {len(link_lookup)} product links to {links_csv}"
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)
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@@ -82,6 +82,7 @@ class ReviewWorkflowTests(unittest.TestCase):
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queue_csv = Path(tmpdir) / "review_queue.csv"
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resolutions_csv = Path(tmpdir) / "review_resolutions.csv"
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catalog_csv = Path(tmpdir) / "catalog.csv"
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links_csv = Path(tmpdir) / "product_links.csv"
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purchase_fields = [
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"purchase_date",
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@@ -176,21 +177,23 @@ class ReviewWorkflowTests(unittest.TestCase):
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str(resolutions_csv),
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"--catalog-csv",
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str(catalog_csv),
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"--links-csv",
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str(links_csv),
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],
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input="q\n",
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color=True,
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)
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self.assertEqual(0, result.exit_code)
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self.assertIn("Review 1/1: Resolve normalized_item MIXED PEPPER to catalog_name [__]?", result.output)
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self.assertIn("Review guide:", result.output)
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self.assertIn("Review 1/1: MIXED PEPPER", result.output)
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self.assertIn("2 matched items:", result.output)
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self.assertIn("[l]ink existing [n]ew catalog e[x]clude [s]kip [q]uit:", result.output)
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first_item = result.output.index("[1] 2026-03-14 | 7.49")
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second_item = result.output.index("[2] 2026-03-12 | 6.99")
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self.assertIn("[#] link to suggestion", result.output)
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first_item = result.output.index("[1] MIXED PEPPER 6-PACK | costco | 2026-03-14 | 7.49 | ")
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second_item = result.output.index("[2] MIXED PEPPER 6-PACK | costco | 2026-03-12 | 6.99 | https://example.test/mixed-pepper.jpg")
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self.assertLess(first_item, second_item)
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self.assertIn("https://example.test/mixed-pepper.jpg", result.output)
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self.assertIn("1 catalog_name suggestions found:", result.output)
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self.assertIn("[1] MIXED PEPPER", result.output)
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self.assertIn("[1] MIXED PEPPER, pepper, produce (1 items, 1 rows)", result.output)
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self.assertIn("\x1b[", result.output)
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def test_review_products_no_suggestions_is_informational(self):
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@@ -199,6 +202,7 @@ class ReviewWorkflowTests(unittest.TestCase):
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queue_csv = Path(tmpdir) / "review_queue.csv"
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resolutions_csv = Path(tmpdir) / "review_resolutions.csv"
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catalog_csv = Path(tmpdir) / "catalog.csv"
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links_csv = Path(tmpdir) / "product_links.csv"
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with purchases_csv.open("w", newline="", encoding="utf-8") as handle:
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writer = csv.DictWriter(
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@@ -249,6 +253,8 @@ class ReviewWorkflowTests(unittest.TestCase):
|
||||
str(resolutions_csv),
|
||||
"--catalog-csv",
|
||||
str(catalog_csv),
|
||||
"--links-csv",
|
||||
str(links_csv),
|
||||
],
|
||||
input="q\n",
|
||||
color=True,
|
||||
@@ -263,6 +269,7 @@ class ReviewWorkflowTests(unittest.TestCase):
|
||||
queue_csv = Path(tmpdir) / "review_queue.csv"
|
||||
resolutions_csv = Path(tmpdir) / "review_resolutions.csv"
|
||||
catalog_csv = Path(tmpdir) / "catalog.csv"
|
||||
links_csv = Path(tmpdir) / "product_links.csv"
|
||||
|
||||
with purchases_csv.open("w", newline="", encoding="utf-8") as handle:
|
||||
writer = csv.DictWriter(
|
||||
@@ -358,22 +365,23 @@ class ReviewWorkflowTests(unittest.TestCase):
|
||||
str(resolutions_csv),
|
||||
"--catalog-csv",
|
||||
str(catalog_csv),
|
||||
"--links-csv",
|
||||
str(links_csv),
|
||||
"--limit",
|
||||
"1",
|
||||
],
|
||||
input="l\n1\ny\nlinked by test\n",
|
||||
input="1\nlinked by test\n",
|
||||
color=True,
|
||||
)
|
||||
|
||||
self.assertEqual(0, result.exit_code)
|
||||
self.assertIn("Select the catalog_name to associate 2 items with:", result.output)
|
||||
self.assertIn("[1] MIXED PEPPER | cat_mix", result.output)
|
||||
self.assertIn('2 "MIXED PEPPER" items and future matches will be associated with "MIXED PEPPER".', result.output)
|
||||
self.assertIn("actions: [y]es [n]o [b]ack [s]kip [q]uit", result.output)
|
||||
with resolutions_csv.open(newline="", encoding="utf-8") as handle:
|
||||
rows = list(csv.DictReader(handle))
|
||||
with links_csv.open(newline="", encoding="utf-8") as handle:
|
||||
link_rows = list(csv.DictReader(handle))
|
||||
self.assertEqual("cat_mix", rows[0]["catalog_id"])
|
||||
self.assertEqual("link", rows[0]["resolution_action"])
|
||||
self.assertEqual("cat_mix", link_rows[0]["catalog_id"])
|
||||
|
||||
def test_review_products_creates_catalog_and_resolution(self):
|
||||
with tempfile.TemporaryDirectory() as tmpdir:
|
||||
@@ -381,6 +389,7 @@ class ReviewWorkflowTests(unittest.TestCase):
|
||||
queue_csv = Path(tmpdir) / "review_queue.csv"
|
||||
resolutions_csv = Path(tmpdir) / "review_resolutions.csv"
|
||||
catalog_csv = Path(tmpdir) / "catalog.csv"
|
||||
links_csv = Path(tmpdir) / "product_links.csv"
|
||||
|
||||
with purchases_csv.open("w", newline="", encoding="utf-8") as handle:
|
||||
writer = csv.DictWriter(
|
||||
@@ -426,6 +435,7 @@ class ReviewWorkflowTests(unittest.TestCase):
|
||||
queue_csv=str(queue_csv),
|
||||
resolutions_csv=str(resolutions_csv),
|
||||
catalog_csv=str(catalog_csv),
|
||||
links_csv=str(links_csv),
|
||||
limit=1,
|
||||
refresh_only=False,
|
||||
)
|
||||
@@ -433,13 +443,21 @@ class ReviewWorkflowTests(unittest.TestCase):
|
||||
self.assertTrue(queue_csv.exists())
|
||||
self.assertTrue(resolutions_csv.exists())
|
||||
self.assertTrue(catalog_csv.exists())
|
||||
self.assertTrue(links_csv.exists())
|
||||
with queue_csv.open(newline="", encoding="utf-8") as handle:
|
||||
queue_rows = list(csv.DictReader(handle))
|
||||
with resolutions_csv.open(newline="", encoding="utf-8") as handle:
|
||||
resolution_rows = list(csv.DictReader(handle))
|
||||
with catalog_csv.open(newline="", encoding="utf-8") as handle:
|
||||
catalog_rows = list(csv.DictReader(handle))
|
||||
with links_csv.open(newline="", encoding="utf-8") as handle:
|
||||
link_rows = list(csv.DictReader(handle))
|
||||
self.assertEqual("approved", queue_rows[0]["status"])
|
||||
self.assertEqual("create", queue_rows[0]["resolution_action"])
|
||||
self.assertEqual("create", resolution_rows[0]["resolution_action"])
|
||||
self.assertEqual("approved", resolution_rows[0]["status"])
|
||||
self.assertEqual("ICE", catalog_rows[0]["catalog_name"])
|
||||
self.assertEqual(catalog_rows[0]["catalog_id"], link_rows[0]["catalog_id"])
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
|
||||
Reference in New Issue
Block a user