fix: finalize Flow v2 authoritative cutover semantics

app/authoritative_operational_adapter.py

@@ -77,6 +77,12 @@ def _active_obligations(obligations: Iterable[Mapping[str, Any]]) -> list[Mappin
             and not row.get("resolved_at") and not row.get("superseded_by_task_id")]
 
 
+def _unanswered_inbound(row: Mapping[str, Any]) -> bool:
+    inbound = _dt(row.get("latest_public_inbound"))
+    outbound = _dt(row.get("latest_public_outbound"))
+    return bool(inbound and (outbound is None or outbound <= inbound))
+
+
 def _ref(row: Mapping[str, Any]) -> dict[str, Any]:
     return {"source": "task", "id": str(row.get("id") or ""), "status": "pending",
             "action_code": _code(row.get("action_code")),
@@ -149,7 +155,11 @@ def decide_authoritative_operation(
 
     picked = choose(("REVIEW_MANUALLY", "REVIEW_REQUIRED", "REVIEW", "REVIEW_RECONSTRUCTED_PROCESS"), "review", "ACTIVE_REVIEW_OBLIGATION")
     picked = picked or choose(("SUPPORT",), "do_now", "ACTIVE_SUPPORT_OBLIGATION")
-    if state == "INQUIRY" or business_action == "SEND_INFO":
+    valid_send_info = [row for row in by_code.get("SEND_INFO", []) if (
+        state != "AWAITING_CUSTOMER" or _unanswered_inbound(row)
+    )]
+    if valid_send_info and (state in {"INQUIRY", "AWAITING_CUSTOMER"} or business_action == "SEND_INFO"):
+        by_code["SEND_INFO"] = valid_send_info
         picked = picked or choose(("SEND_INFO",), "do_now", "ACTIVE_RESPONSE_OBLIGATION")
     picked = picked or choose(("CALL_CUSTOMER",), "do_now", "EXPLICIT_CALL_OBLIGATION")
     if picked:

app/operations_service.py

@@ -730,7 +730,7 @@ def get_operations_summary(
         seeded = {str(row.get("opportunity_id") or "") for row in seed_rows}
         with (nullcontext(connection) if connection is not None else engine.connect()) as conn:
             v2_seeds = conn.execute(text("""
-                SELECT p.opportunity_id::text, p.business_next_action, p.derived_at,
+                SELECT p.opportunity_id::text, p.business_state, p.business_next_action, p.derived_at,
                        o.title, o.value_amount, o.currency, o.lifecycle_state,
                        c.name AS customer_name
                 FROM opportunity_flow_state_v2 p
@@ -748,7 +748,10 @@ def get_operations_summary(
                 "source": "flow_v2", "id": oid, "opportunity_id": oid,
                 "created_at": projection_seed.get("derived_at"), "due_at": None,
                 "priority": "normal", "queue": "vendas",
-                "action_code": projection_seed.get("business_next_action"), "status": "projected",
+                "action_code": (projection_seed.get("business_next_action")
+                                or ("WAIT_PAYMENT" if projection_seed.get("business_state") == "AWAITING_PAYMENT"
+                                    else "WAIT_CUSTOMER")),
+                "status": "projected",
                 "title": projection_seed.get("title") or "Oportunidade",
                 "opportunity_title": projection_seed.get("title") or "",
                 "customer_name": projection_seed.get("customer_name") or "",

app/opportunity_next_action_service.py

@@ -481,9 +481,16 @@ def _get_authoritative_opportunity_decisions(ids: list[str], *, connection: Any
             FROM opportunity_flow_state_v2 WHERE opportunity_id::text IN :opportunity_ids
         """, ids)
         tasks = _bulk_rows(conn, """
-            SELECT id::text, opportunity_id::text, action_code, status, due_at, source_system,
+            SELECT t.id::text, t.opportunity_id::text, t.action_code, t.status, t.due_at,
-                   resolved_at, resolution_code, superseded_by_task_id::text, created_at, metadata
+                   t.source_system, t.conversation_id, t.resolved_at, t.resolution_code,
-            FROM tasks WHERE opportunity_id::text IN :opportunity_ids AND status = 'pending'
+                   t.superseded_by_task_id::text, t.created_at, t.metadata,
+                   (SELECT max(m.created_at) FROM messages m
+                    WHERE m.source_system = 'chatwoot' AND m.conversation_id = t.conversation_id
+                      AND m.direction = 'inbound') AS latest_public_inbound,
+                   (SELECT max(m.created_at) FROM messages m
+                    WHERE m.source_system = 'chatwoot' AND m.conversation_id = t.conversation_id
+                      AND m.direction = 'outbound') AS latest_public_outbound
+            FROM tasks t WHERE t.opportunity_id::text IN :opportunity_ids AND t.status = 'pending'
         """, ids)
         customers = _bulk_rows(conn, """
             SELECT o.id::text AS opportunity_id,

scripts/simulate_blif_flow_v2_authoritative.py

@@ -26,6 +26,10 @@ NAMED = {
     "RZSOLAR canonical": ("fd221608-e007-4043-a23d-07e0c119a345", "REVIEW_REQUIRED", "REVIEW_RECONSTRUCTED_PROCESS", "review"),
     "RZSOLAR duplicate": ("434124fb-ac19-4d78-909a-55761d7e8daa", "REVIEW_REQUIRED", None, "suppressed"),
 }
+DUPLICATE_CANONICAL = {
+    "1816a06e-9a69-4a9b-9279-1263156892d3": "dc89a466-db24-401b-bfe9-d47644b2d0c8",
+    "434124fb-ac19-4d78-909a-55761d7e8daa": "fd221608-e007-4043-a23d-07e0c119a345",
+}
 
 
 def parse_args(argv: list[str] | None = None) -> argparse.Namespace:
@@ -151,11 +155,18 @@ def build_report(
         actual_queue = "suppressed" if suppressed else decision.get("operational_queue")
         actual_action = decision.get("effective_action")
         actual_business = decision.get("business_next_action")
-        passed = actual_business == expected_business and actual_action == expected_action and actual_queue == expected_queue
+        duplicate_case = expected_queue == "suppressed"
+        expected_canonical = DUPLICATE_CANONICAL.get(oid)
+        canonical_ok = not duplicate_case or decision.get("canonical_opportunity_id") == expected_canonical
+        passed = ((duplicate_case or actual_business == expected_business)
+                  and actual_action == expected_action and actual_queue == expected_queue and canonical_ok)
         named_cases[name] = {"opportunity_id": oid, "expected_business_next_action": expected_business,
                              "actual_business_next_action": actual_business, "expected_action": expected_action,
                              "expected_queue": expected_queue, "actual_action": actual_action,
                              "actual_queue": actual_queue, "passed": passed}
+        if duplicate_case:
+            named_cases[name].update({"expected_canonical_opportunity_id": expected_canonical,
+                                      "actual_canonical_opportunity_id": decision.get("canonical_opportunity_id")})
 
     fiscal = []
     for item in v2_current.values():

tests/test_authoritative_operational_adapter.py

@@ -50,9 +50,30 @@ def test_due_and_future_customer_followup_semantics():
     assert (due.effective_action, due.queue) == ("FOLLOW_UP_CUSTOMER_REVIEW", "do_now")
     future = decide_authoritative_operation(projection(), obligations=[task("FOLLOW_UP_CUSTOMER_REVIEW", NOW + timedelta(days=1))], now=NOW)
     assert (future.effective_action, future.queue) == (None, "waiting")
+    future_item = canonicalize_operations([{
+        "source": "flow_v2", "id": "opp", "opportunity_id": "opp",
+        "status": "projected", "action_code": "WAIT_CUSTOMER", "created_at": NOW,
+    }], {"opp": future.to_dict()})["items"]
+    assert len(future_item) == 1 and future_item[0]["operational_queue"] == "waiting"
     assert decide_authoritative_operation(projection(), now=NOW).queue == "waiting"
 
 
+def test_unanswered_send_info_remains_valid_on_awaiting_customer():
+    inbound = NOW - timedelta(hours=2)
+    obligation = task("SEND_INFO", latest_public_inbound=inbound, latest_public_outbound=None)
+    got = decide_authoritative_operation(projection(), obligations=[obligation], now=NOW)
+    assert (got.effective_action, got.queue, got.reason_code) == (
+        "SEND_INFO", "do_now", "ACTIVE_RESPONSE_OBLIGATION")
+
+
+def test_send_info_satisfied_by_later_outbound_is_not_current():
+    inbound = NOW - timedelta(hours=2)
+    obligation = task("SEND_INFO", latest_public_inbound=inbound,
+                      latest_public_outbound=inbound + timedelta(minutes=10))
+    got = decide_authoritative_operation(projection(), obligations=[obligation], now=NOW)
+    assert (got.effective_action, got.queue) == (None, "waiting")
+
+
 def test_only_active_non_superseded_tasks_override_and_precedence():
     stale = task("SUPPORT", resolved_at=NOW)
     assert decide_authoritative_operation(projection("PROFORMA_REQUIRED", "CREATE_PROFORMA"), obligations=[stale], now=NOW).effective_action == "CREATE_PROFORMA"
@@ -81,6 +102,18 @@ def test_duplicate_is_suppressed_even_with_pending_legacy_task():
     assert canonicalize_operations([source], {"opp": decision})["items"] == []
 
 
+def test_xmat_duplicate_suppresses_diagnostic_review_business_action():
+    got = decide_authoritative_operation({
+        **projection("REVIEW_REQUIRED", "REVIEW_REQUIRED"),
+        "opportunity_id": "1816a06e-9a69-4a9b-9279-1263156892d3",
+        "canonical_opportunity_id": "dc89a466-db24-401b-bfe9-d47644b2d0c8",
+        "is_duplicate_representation": True,
+    }, now=NOW).to_dict()
+    assert got["business_next_action"] == "REVIEW_REQUIRED"
+    assert got["effective_action"] is None and got["suppress_current_card"] is True
+    assert got["canonical_opportunity_id"] == "dc89a466-db24-401b-bfe9-d47644b2d0c8"
+
+
 def test_authoritative_queue_and_action_survive_canonical_boundary():
     decision = decide_authoritative_operation(projection(), obligations=[task("FOLLOW_UP_CUSTOMER_REVIEW")], now=NOW).to_dict()
     source = {"source": "task", "id": "old", "status": "pending", "action_code": "SEND_INVOICE",

tests/test_blif_flow_v2_authoritative_simulation.py

@@ -43,7 +43,8 @@ def named_decisions(fail=False):
     for name, (oid, business_action, action, queue) in sim.NAMED.items():
         result[oid] = {"business_next_action": business_action, "effective_action": action,
                        "operational_queue": "not_current" if queue == "suppressed" else queue,
-                       "suppress_current_card": queue == "suppressed"}
+                       "suppress_current_card": queue == "suppressed",
+                       "canonical_opportunity_id": sim.DUPLICATE_CANONICAL.get(oid, oid)}
     if fail:
         result[sim.NAMED["Instalbeira"][0]]["effective_action"] = "SEND_INVOICE"
     return result