CX Discovery Notebook

studies/202607_CX_AI_Diagnostic/tests/test_export.py

@@ -0,0 +1,52 @@
+"""Export contracts — JSON round-trips, CSV shape pinned to the spec."""
+
+from datetime import date
+
+import pandas as pd
+
+from diaglib import (
+    CSV_COLUMNS,
+    build_engagement,
+    load_engagement,
+    parse_participants,
+    scores_dataframe,
+    value_at_stake,
+    write_exports,
+)
+
+
+def _engagement(config, baseline, scores):
+    return build_engagement(
+        config=config, client_name="Acme Demo Co", facilitator="Robert Helewka",
+        workshop_date=date(2026, 7, 19),
+        participants=parse_participants(
+            "Jane Example | VP Customer Experience | cx; Sam Sample | Ops Director | ops"),
+        baseline=baseline, scores=scores,
+        computed_value=value_at_stake(config, baseline, scores))
+
+
+def test_write_exports_and_reload(config, baseline, scores, tmp_path):
+    eng = _engagement(config, baseline, scores)
+    json_path, csv_path = write_exports(eng, config, tmp_path)
+    assert json_path.name == "acme_demo_co_2026-07-19.json"
+    assert csv_path.name == "acme_demo_co_2026-07-19.csv"
+
+    # JSON is the source-of-truth artifact — it must round-trip losslessly.
+    reloaded = load_engagement(json_path)
+    assert reloaded == eng
+
+    df = pd.read_csv(csv_path)
+    assert list(df.columns) == CSV_COLUMNS
+    assert len(df) == 12
+
+
+def test_scores_dataframe_flags(config, baseline, scores):
+    df = scores_dataframe(_engagement(config, baseline, scores), config)
+    by_id = df.set_index("competency_id")
+    assert bool(by_id.loc["data_readiness", "is_foundational"])
+    assert bool(by_id.loc["data_readiness", "is_binding_constraint"])
+    assert bool(by_id.loc["process_discovery", "is_foundational"])
+    assert not bool(by_id.loc["process_discovery", "is_binding_constraint"])
+    assert not bool(by_id.loc["automation_ai_strategy", "is_foundational"])
+    assert (df["engagement_id"] == "acme_demo_co_2026-07-19").all()
+    assert (df["industry"] == "contact_center").all()