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fix(compare): give every basket entry a real phase
Review of the per-phase limit found entries reaching the basket with no
phase, and a phase-less entry holds a slot in both groups:

- Nearby-school cards added without one. The API now returns each
  peer's own phase (its pool is a phase group, so an all-through school
  can sit beside a primary); the button passes it through, and an older
  API simply leaves the conservative both-groups count in place.
- Baskets saved before this change were never migrated. The compare
  page now backfills missing phases from the data it already fetches,
  and never overwrites a phase the basket has.
- "16 plus" counted against both groups; it is secondary, as the API's
  PHASE_GROUPS files it.

Also rewraps the HomeView doc comment the previous commit left awkward.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-30 12:04:39 +01:00

396 lines
15 KiB
Python

"""Selection rules for the nearby-schools section.
Hard filters encode claims the section is not allowed to make — that a
selective school is an alternative to a non-selective one, that a special
school is comparable to a mainstream one, or that a Girls school is an option
for a Boys school's reader. They decide who is eligible.
Distance decides the order, and nothing else does. An earlier version ranked by
intake similarity first, which put a Catholic school 2.9 miles away above the
community school 0.3 miles down the road — for a primary, a school that far is
not a weaker option, it is not an option. Similarity is now reported on the
card and never reorders the row.
"""
import numpy as np
import pandas as pd
from backend.nearby_schools import (
is_secondary_phase,
radius_miles,
select_nearby,
)
BASE_LAT, BASE_LON = 51.5000, -0.1000
def _row(urn, name, **overrides):
base = {
"urn": urn,
"school_name": name,
"local_authority": "Testshire",
"school_type": "Community school",
"phase": "Primary",
"age_range": "4-11",
"status": "Open",
"gender": "Mixed",
"religious_denomination": "None",
"admissions_policy": "Not applicable",
"latitude": BASE_LAT,
"longitude": BASE_LON,
"year": 202425,
"rwm_expected_pct": 70.0,
"attainment_8_score": np.nan,
}
base.update(overrides)
return base
def _frame(*rows):
return pd.DataFrame(list(rows))
def _at(miles):
"""A latitude `miles` north of BASE_LAT."""
return BASE_LAT + miles / 69.0
# ---------------------------------------------------------------------------
# Order: distance, and only distance
# ---------------------------------------------------------------------------
def test_returns_nearest_first():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "Mid", latitude=_at(1.0)),
_row(100003, "Near", latitude=_at(0.4)),
_row(100004, "Far", latitude=_at(1.8)),
)
result = select_nearby(frame, 100001)
assert [s["urn"] for s in result] == [100003, 100002, 100004]
assert result[0]["distance_miles"] == 0.4
def test_a_faith_match_never_outranks_a_closer_school():
"""The reported defect. A Catholic primary surrounded by Catholic primaries
showed six of them and omitted the community school down the road."""
frame = _frame(
_row(100001, "St Jude's RC Primary", religious_denomination="Roman Catholic"),
_row(100002, "Elm Grove Primary", religious_denomination="None", latitude=_at(0.3)),
_row(100003, "Holy Cross RC", religious_denomination="Roman Catholic", latitude=_at(0.8)),
_row(100004, "Sacred Heart RC", religious_denomination="Roman Catholic", latitude=_at(1.2)),
_row(100005, "St Peter's RC", religious_denomination="Roman Catholic", latitude=_at(1.6)),
)
result = select_nearby(frame, 100001)
assert result[0]["urn"] == 100002, "the nearest school leads, whatever its intake"
assert [s["distance_miles"] for s in result] == sorted(s["distance_miles"] for s in result)
def test_the_nearest_eligible_school_is_always_shown():
"""Whatever else changes, a section titled "nearby" cannot omit the nearest
school while listing one four times further away."""
frame = _frame(
_row(100001, "Subject", gender="Boys", religious_denomination="Roman Catholic"),
_row(100002, "Nearest", gender="Mixed", religious_denomination="None", latitude=_at(0.2)),
*[
_row(100010 + n, f"Match {n}", gender="Boys",
religious_denomination="Roman Catholic", latitude=_at(0.9 + n * 0.1))
for n in range(6)
],
)
assert select_nearby(frame, 100001)[0]["urn"] == 100002
def test_caps_at_six_taking_the_nearest():
frame = _frame(
_row(100001, "Subject"),
*[_row(100010 + n, f"Peer {n}", latitude=_at(0.1 * (n + 1))) for n in range(7)],
)
result = select_nearby(frame, 100001)
assert len(result) == 6
assert 100016 not in {s["urn"] for s in result}, "the seventh-nearest is the one dropped"
def test_fewer_than_two_matches_returns_empty():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "Only neighbour", latitude=_at(0.5)),
)
assert select_nearby(frame, 100001) == []
def test_excludes_the_subject_school():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "A", latitude=_at(0.5)),
_row(100003, "B", latitude=_at(0.6)),
)
assert 100001 not in {s["urn"] for s in select_nearby(frame, 100001)}
def test_a_school_is_never_listed_twice():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "A", latitude=_at(0.5)),
_row(100003, "B", latitude=_at(0.6)),
)
result = select_nearby(frame, 100001)
assert len(result) == len({s["urn"] for s in result})
# ---------------------------------------------------------------------------
# Reach: a sanity bound, not a target
# ---------------------------------------------------------------------------
def test_primary_does_not_reach_past_two_miles():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "Just inside", latitude=_at(1.9)),
_row(100003, "Just outside", latitude=_at(2.4)),
_row(100004, "Miles away", latitude=_at(4.0)),
)
# One inside the cap is below the minimum, so nothing renders at all —
# a primary with nothing within two miles has no nearby schools.
assert select_nearby(frame, 100001) == []
def test_secondary_reaches_further_than_primary():
frame = _frame(
_row(100001, "Subject", phase="Secondary"),
_row(100002, "A", phase="Secondary", latitude=_at(3.0)),
_row(100003, "B", phase="Secondary", latitude=_at(5.5)),
)
assert {s["urn"] for s in select_nearby(frame, 100001)} == {100002, 100003}
def test_each_card_carries_its_own_phase():
# The compare basket limits each phase separately, so an all-through peer
# must not inherit the subject's "Primary".
frame = _frame(
_row(100001, "Subject"),
_row(100002, "A", latitude=_at(0.5)),
_row(100003, "B", phase="All-through", age_range="4-18", latitude=_at(0.6)),
)
phases = {s["urn"]: s["phase"] for s in select_nearby(frame, 100001)}
assert phases == {100002: "Primary", 100003: "All-through"}
def test_the_cap_follows_the_phase():
assert radius_miles("Primary") == 2.0
assert radius_miles("Middle deemed primary") == 2.0
assert radius_miles("All-through") == 2.0
assert radius_miles("Secondary") == 6.0
assert radius_miles("Middle deemed secondary") == 6.0
# Post-16 is the phase people travel furthest for.
assert radius_miles("16 plus") == 10.0
# ---------------------------------------------------------------------------
# Hard filters: eligibility, never order
# ---------------------------------------------------------------------------
def test_selective_never_meets_non_selective():
frame = _frame(
_row(100001, "Grammar", phase="Secondary", admissions_policy="Selective"),
_row(100002, "Comp A", phase="Secondary", admissions_policy="Non-selective", latitude=_at(0.5)),
_row(100003, "Comp B", phase="Secondary", admissions_policy="Non-selective", latitude=_at(0.6)),
)
assert select_nearby(frame, 100001) == []
assert 100001 not in {s["urn"] for s in select_nearby(frame, 100002)}
def test_special_schools_match_only_each_other():
frame = _frame(
_row(100001, "Special", school_type="Community special school"),
_row(100002, "Mainstream A", latitude=_at(0.5)),
_row(100003, "Mainstream B", latitude=_at(0.6)),
)
assert select_nearby(frame, 100001) == []
assert select_nearby(frame, 100002) == []
def test_boys_never_meets_girls():
frame = _frame(
_row(100001, "Boys School", gender="Boys"),
_row(100002, "Girls School", gender="Girls", latitude=_at(0.5)),
_row(100003, "Mixed School", gender="Mixed", latitude=_at(0.6)),
_row(100004, "Another Mixed", gender="Mixed", latitude=_at(0.7)),
)
urns = {s["urn"] for s in select_nearby(frame, 100001)}
assert 100002 not in urns
assert urns == {100003, 100004}
def test_closed_schools_and_missing_coordinates_are_dropped():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "Closed", status="Closed", latitude=_at(0.5)),
_row(100003, "No coords", latitude=np.nan, longitude=np.nan),
_row(100004, "Good A", latitude=_at(0.6)),
_row(100005, "Good B", latitude=_at(0.7)),
)
assert {s["urn"] for s in select_nearby(frame, 100001)} == {100004, 100005}
def test_all_through_is_offered_on_both_phase_sides():
frame = _frame(
_row(100001, "Primary subject", phase="Primary"),
_row(100002, "All through", phase="All-through", latitude=_at(0.5)),
_row(100003, "Primary peer", phase="Primary", latitude=_at(0.6)),
)
assert 100002 in {s["urn"] for s in select_nearby(frame, 100001)}
secondary = _frame(
_row(100010, "Secondary subject", phase="Secondary"),
_row(100002, "All through", phase="All-through", latitude=_at(0.5)),
_row(100011, "Secondary peer", phase="Secondary", latitude=_at(0.6)),
)
assert 100002 in {s["urn"] for s in select_nearby(secondary, 100010)}
def test_sixteen_plus_is_matched_against_secondary_not_primary():
"""GIAS phase 6 is "16 plus", and PHASE_GROUPS puts it in the secondary
group — a sixth-form college's peers are secondaries and other colleges,
never primary schools. A substring test for "secondary" misses it silently:
no crash, just a page offering infant schools to a sixth form."""
frame = _frame(
_row(100001, "Sixth Form College", phase="16 plus", age_range="16-19"),
_row(100002, "Nearby Secondary", phase="Secondary", latitude=_at(0.5),
attainment_8_score=52.0),
_row(100003, "Nearby College", phase="16 plus", latitude=_at(0.6)),
_row(100004, "Nearby Primary", phase="Primary", latitude=_at(0.1)),
)
result = select_nearby(frame, 100001)
urns = {s["urn"] for s in result}
assert 100004 not in urns, "a primary school is not a peer for a sixth form"
assert urns == {100002, 100003}
assert all(s["metric_key"] == "attainment_8_score" for s in result)
def test_is_secondary_phase_agrees_with_the_phase_groups_it_selects_from():
for phase in ("Secondary", "Middle deemed secondary", "16 plus"):
assert is_secondary_phase(phase) is True, phase
for phase in ("Primary", "Middle deemed primary", "Nursery", "", None):
assert is_secondary_phase(phase) is False, phase
# In PHASE_GROUPS an all-through school is on both sides, but it renders
# with the primary template, and the metric follows the phase side.
assert is_secondary_phase("All-through") is False
# ---------------------------------------------------------------------------
# What the card reports
# ---------------------------------------------------------------------------
def test_shared_lists_only_what_is_actually_shared():
frame = _frame(
_row(100001, "Subject", phase="Secondary", gender="Mixed",
religious_denomination="None", admissions_policy="Non-selective"),
_row(100002, "Full match", phase="Secondary", gender="Mixed",
religious_denomination="None", admissions_policy="Non-selective", latitude=_at(0.5)),
_row(100003, "Faith differs", phase="Secondary", gender="Mixed",
religious_denomination="Church of England", admissions_policy="Non-selective", latitude=_at(0.6)),
)
by_urn = {s["urn"]: s for s in select_nearby(frame, 100001)}
assert by_urn[100002]["shared"] == ["Mixed", "Non-selective", "No religious character"]
assert by_urn[100003]["shared"] == ["Mixed", "Non-selective"]
def test_a_shared_faith_is_named():
frame = _frame(
_row(100001, "Subject", religious_denomination="Roman Catholic"),
_row(100002, "Also RC", religious_denomination="Roman Catholic", latitude=_at(0.4)),
_row(100003, "Secular", religious_denomination="None", latitude=_at(0.5)),
)
by_urn = {s["urn"]: s for s in select_nearby(frame, 100001)}
assert "Roman Catholic" in by_urn[100002]["shared"]
assert by_urn[100003]["shared"] == ["Mixed"]
def test_shared_is_empty_when_nothing_is_shared():
frame = _frame(
_row(100001, "Subject", gender="Boys", religious_denomination="Roman Catholic"),
_row(100002, "A", gender="Mixed", religious_denomination="None", latitude=_at(0.4)),
_row(100003, "B", gender="Mixed", religious_denomination="Church of England", latitude=_at(0.5)),
)
assert all(s["shared"] == [] for s in select_nearby(frame, 100001))
def test_no_tier_is_reported_because_there_are_no_tiers():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "A", latitude=_at(0.4)),
_row(100003, "B", latitude=_at(0.5)),
)
assert all("tier" not in s for s in select_nearby(frame, 100001))
def test_metric_follows_the_phase_side_not_the_neighbour():
frame = _frame(
_row(100001, "Subject", phase="Secondary", attainment_8_score=50.0),
_row(100002, "A", phase="Secondary", attainment_8_score=52.8, latitude=_at(0.5)),
_row(100003, "B", phase="Secondary", attainment_8_score=np.nan, latitude=_at(0.6)),
)
by_urn = {s["urn"]: s for s in select_nearby(frame, 100001)}
assert by_urn[100002]["metric_key"] == "attainment_8_score"
assert by_urn[100002]["metric_value"] == 52.8
assert by_urn[100002]["metric_year"] == 202425
assert by_urn[100003]["metric_value"] is None
def test_values_are_json_safe_native_types():
frame = _frame(
_row(100001, "Subject"),
_row(100002, "A", latitude=_at(0.5)),
_row(100003, "B", latitude=_at(0.6)),
)
for school in select_nearby(frame, 100001):
assert isinstance(school["urn"], int)
assert isinstance(school["distance_miles"], float)
assert not isinstance(school["metric_value"], np.generic)
# ---------------------------------------------------------------------------
# The endpoint
# ---------------------------------------------------------------------------
import pytest
from fastapi.testclient import TestClient
def _endpoint_frame():
return _frame(
_row(100001, "Subject Primary"),
_row(100002, "Neighbour A", latitude=_at(0.5)),
_row(100003, "Neighbour B", latitude=_at(0.6)),
)
@pytest.fixture()
def client(monkeypatch):
from backend import app as app_module
monkeypatch.setattr(app_module, "load_latest_school_data", _endpoint_frame)
monkeypatch.setattr(app_module, "load_school_data", _endpoint_frame)
monkeypatch.setattr(app_module, "get_supplementary_data", lambda db, urn: {})
return TestClient(app_module.app, raise_server_exceptions=False)
def test_detail_payload_carries_nearby_schools(client):
resp = client.get("/api/schools/100001")
assert resp.status_code == 200, resp.text
similar = resp.json()["nearby_schools"]
assert [s["school_name"] for s in similar] == ["Neighbour A", "Neighbour B"]
assert similar[0]["metric_key"] == "rwm_expected_pct"
def test_a_failure_in_selection_does_not_break_the_page(client, monkeypatch):
from backend import app as app_module
def _explode(*args, **kwargs):
raise ValueError("selection blew up")
monkeypatch.setattr(app_module, "select_nearby", _explode)
resp = client.get("/api/schools/100001")
assert resp.status_code == 200, resp.text
assert resp.json()["nearby_schools"] == []