headroom/tests/test_transforms_tabular.py
Ashish d789a7c528
feat(transforms): tabular + spreadsheet (.xlsx/.xls) compression (#1128)
## Description

Adds a content-type-aware path for **tabular data** — CSV/TSV, markdown
tables, fixed-width text, and binary `.xlsx`/`.xls` spreadsheets — by
routing them through the existing, battle-tested `SmartCrusher` instead
of letting them fall through to `PLAIN_TEXT → Kompress`.

The pipeline already compressed tables losslessly when handed a JSON
array of records. This wires up the missing front door: detect tabular
text (and ingest binary spreadsheets), convert to JSON records, and
reuse `SmartCrusher.crush()`. No new compression algorithm.

Closes #

## Type of Change

- [ ] Bug fix (non-breaking change that fixes an issue)
- [x] New feature (non-breaking change that adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality to change)
- [ ] Documentation update
- [ ] Performance improvement
- [ ] Code refactoring (no functional changes)

## Changes Made

- **Detection** (`content_detector.py`): new `ContentType.TABULAR` +
`_try_detect_tabular()` for CSV/TSV, markdown tables, and fixed-width
columns. Ordered after search/log (which also look "delimited") and
before code, with a prose-rejection guard so it never steals
`file:line:content` search output, `key: value` logs, or sentences with
incidental commas. Rust backend returns `plain_text` for unknown types
and the router already falls back to the Python detector, so **no Rust
change**.
- **Bridge** (`tabular_ingest.py`): stdlib parsers + `to_records()` + a
`TabularCompressor` that parses → JSON records → `SmartCrusher`
(lossless `csv-schema` first; lossy row-drop with reversible
`<<ccr:HASH>>` markers stays SmartCrusher's built-in fallback). Only
adopts a result when it actually saves bytes.
- **Spreadsheets** (`spreadsheet_ingest.py`): `.xlsx`/`.xls` → per-sheet
CSV text at the SDK boundary. Optional deps (`pip install
headroom-ai[spreadsheet]`) fail loudly with an install hint, never
silently degrade.
- **Routing** (`content_router.py`): `CompressionStrategy.TABULAR`,
`enable_tabular_compressor` flag, lazy getter, apply branch, strategy
maps, Kompress fallback eligibility.
- **SDK** (`compress.py`): `compress_spreadsheet(path, ...)` helper (one
message per sheet).
- **Packaging** (`pyproject.toml`): new `[spreadsheet]` extra;
`openpyxl` added to `[dev]` so the xlsx path is exercised in CI.
- **Docs/demo**: `examples/tabular_compression_demo.py` + README entry.

### Design note: lossless-only

Compact, all-unique tables with no query yield ~0 savings — this is
correct, not a bug. SmartCrusher returns
`skip:unique_entities_no_signal` and won't drop unique rows without a
duplicate/relevance signal. Real wins come from verbose/redundant tables
and query-driven selection. A pressure-driven lossy row sampler was
considered and intentionally not added.

## Testing

- [x] Unit tests pass (`pytest`)
- [x] Linting passes (`ruff check .`)
- [x] Type checking passes (`mypy headroom`)
- [x] New tests added for new functionality
- [x] Manual testing performed

### Test Output

```text
$ python -m pytest tests/test_transforms_tabular.py -q
collected 20 items
tests/test_transforms_tabular.py ....................                    [100%]
============================== 20 passed in 7.15s ==============================

$ ruff check headroom/transforms/tabular_ingest.py headroom/transforms/spreadsheet_ingest.py
All checks passed!

$ mypy headroom/transforms/tabular_ingest.py headroom/transforms/spreadsheet_ingest.py
Success: no issues found in 2 source files
```

`tests/test_transforms_tabular.py` (20 tests): detection true positives
+ no-misroute negatives (search/log/JSON/prose), parser units (incl.
fixed-width), the CSV→SmartCrusher bridge, router routing + disable
flag, and `.xlsx` ingestion (skipif openpyxl missing) + error paths.
`spreadsheet_ingest` 100% / `tabular_ingest` 90% line coverage.

## Real Behavior Proof

- **Environment:** local checkout of `feat/tabular-compression`, Python
3.x, `pip install -e ".[dev]"`.
- **Exact command / steps:** `python
examples/tabular_compression_demo.py` (no API key required).
- **Observed result:**
  ```text
  === Raw tabular text (ContentRouter, char-level) ===
compact unique CSV strat=tabular chars 1306 -> 1072 ( 17.9% saved)
redundant CSV strat=tabular chars 2661 -> 1350 ( 49.3% saved)
verbose markdown strat=tabular chars 2019 -> 1580 ( 21.7% saved)

  === Full pipeline (real tokenizer) ===
  redundant CSV            tokens       768 ->    394  ( 48.7% saved)

  === Binary spreadsheet (.xlsx) ===
  2-sheet workbook         tokens      1092 ->    683  ( 37.5% saved)
  ```
- **Not tested:** legacy `.xls` binary path (needs optional `xlrd` +
binary fixture; `# pragma: no cover`); base64-embedded `.xlsx` inside
multimodal blocks (out of scope, noted as a follow-up).

## Review Readiness

- [x] I have performed a self-review
- [x] This PR is ready for human review

## Checklist

- [x] My code follows the project's style guidelines
- [x] I have performed a self-review of my code
- [x] I have commented my code, particularly in hard-to-understand areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] I have updated the CHANGELOG.md if applicable

## Additional Notes

- CHANGELOG/version are intentionally untouched: this repo uses
**release-please**, which bumps the version and CHANGELOG via automated
`chore: release main` PRs, not per-feature PRs.
- The `.xls` path is `# pragma: no cover` (legacy, needs optional `xlrd`
+ a binary fixture).
- Follow-up (out of scope): base64-embedded `.xlsx` inside
tool-result/multimodal blocks; porting tabular parsers into the Rust
core for parity.

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-19 11:30:20 -05:00

330 lines
11 KiB
Python

"""Tests for tabular-text + spreadsheet compression.
Covers detection (content_detector), the CSV→SmartCrusher bridge
(tabular_ingest), router wiring (content_router), and binary spreadsheet
ingestion (spreadsheet_ingest / compress_spreadsheet).
"""
from __future__ import annotations
import importlib.util
import pytest
from headroom.transforms.content_detector import (
ContentType,
DetectionResult,
_is_md_separator,
_looks_like_prose,
_try_detect_delimited,
_try_detect_markdown_table,
detect_content_type,
)
from headroom.transforms.content_router import (
CompressionStrategy,
ContentRouter,
ContentRouterConfig,
)
from headroom.transforms.tabular_ingest import (
TabularCompressionResult,
TabularCompressor,
parse_csv,
parse_fixed_width,
parse_markdown_table,
parse_tabular,
to_records,
)
_HAS_OPENPYXL = importlib.util.find_spec("openpyxl") is not None
# Reusable fixtures ----------------------------------------------------------
CSV = "name,age,city\nAlice,30,NYC\nBob,25,LA\nCara,40,SF"
TSV = "id\tval\tnote\n1\ta\tx\n2\tb\ty\n3\tc\tz"
MARKDOWN = "| name | age |\n| --- | --- |\n| Alice | 30 |\n| Bob | 25 |\n| Cara | 40 |"
def _verbose_markdown(rows: int = 40) -> str:
body = "\n".join(
f"| user_{i} | {20 + i} | city_{i % 5} | active | engineering |" for i in range(rows)
)
return "| name | age | city | status | dept |\n| --- | --- | --- | --- | --- |\n" + body
# Detection ------------------------------------------------------------------
@pytest.mark.parametrize(
"content,fmt",
[(CSV, "csv"), (TSV, "csv"), (MARKDOWN, "markdown")],
)
def test_detects_tabular(content: str, fmt: str) -> None:
result = detect_content_type(content)
assert result.content_type is ContentType.TABULAR
assert result.metadata.get("format") == fmt
assert result.confidence >= 0.6
@pytest.mark.parametrize(
"content,expected",
[
# Search output must not be stolen by tabular.
(
"src/main.py:42:def process():\nsrc/util.py:10:import os\nsrc/x.py:5:return 1",
ContentType.SEARCH_RESULTS,
),
# Build/log output stays a log.
(
"2026-01-01 INFO starting\n2026-01-01 WARN slow\n2026-01-01 ERROR boom",
ContentType.BUILD_OUTPUT,
),
# JSON arrays still go to the JSON path.
('[{"a": 1}, {"a": 2}, {"a": 3}]', ContentType.JSON_ARRAY),
# Prose with incidental commas must NOT be tabular.
(
"Hello there, friend.\nThis is a sentence, yes.\nAnother line, ok.",
ContentType.PLAIN_TEXT,
),
],
)
def test_does_not_misroute_to_tabular(content: str, expected: ContentType) -> None:
assert detect_content_type(content).content_type is expected
# Detection — edge branches --------------------------------------------------
def test_is_md_separator_needs_two_columns() -> None:
assert _is_md_separator("| --- | --- |")
assert not _is_md_separator("| --- |") # single column is not a separator
assert not _is_md_separator("| a | b |") # cells must be dashes
def test_markdown_table_needs_multiple_columns() -> None:
# Valid separator below, but the header is a single column -> not a table.
assert _try_detect_markdown_table(["x|", "---|---", "y|"]) is None
def test_delimited_needs_three_rows() -> None:
assert _try_detect_delimited(["a,b,c", "1,2,3"]) is None
def test_delimited_rejects_delimiter_only_in_header() -> None:
# Header has commas but the data rows don't: no stable column count.
assert _try_detect_delimited(["a,b,c", "plain", "text"]) is None
def test_delimited_rejects_inconsistent_columns() -> None:
# Column count swings too much to be a real table.
assert _try_detect_delimited(["a,b", "c,d", "e,f,g,h", "i,j,k,l,m"]) is None
def test_delimited_keeps_first_equal_confidence_delimiter() -> None:
# Comma and semicolon are both consistent; the comma candidate is set first
# and a later, no-better delimiter does not displace it.
result = _try_detect_delimited(["a,b;c", "d,e;f", "g,h;i"])
assert result is not None
assert result.metadata["delimiter"] == ","
def test_looks_like_prose_distinguishes_sentences_from_rows() -> None:
# Wordy cells (avg > 3 words/cell) read as prose even without end punctuation.
assert _looks_like_prose(["the quick brown fox runs, over the lazy dog now"], ",")
# Short field tuples are real CSV rows, not prose.
assert not _looks_like_prose(["a,b,c", "1,2,3", "x,y,z"], ",")
# Parsers --------------------------------------------------------------------
def test_parse_csv_and_records() -> None:
headers, rows = parse_csv(CSV)
assert headers == ["name", "age", "city"]
assert rows[0] == ["Alice", "30", "NYC"]
records = to_records(headers, rows)
assert records[1] == {"name": "Bob", "age": "25", "city": "LA"}
def test_parse_markdown_table_drops_separator() -> None:
headers, rows = parse_markdown_table(MARKDOWN)
assert headers == ["name", "age"]
assert ["Alice", "30"] in rows
assert all("---" not in cell for row in rows for cell in row)
def test_parse_tabular_returns_none_for_non_tabular() -> None:
assert parse_tabular("just a normal paragraph here") is None
def test_parse_fixed_width() -> None:
headers, rows = parse_fixed_width("name age city\nAlice 30 NYC\nBob 25 LA")
assert headers == ["name", "age", "city"]
assert rows[0] == ["Alice", "30", "NYC"]
def test_to_records_empty_headers_returns_empty() -> None:
assert to_records([], [["a", "b"]]) == []
def test_parse_csv_blank_returns_empty() -> None:
assert parse_csv(" \n \n") == ([], [])
def test_parse_markdown_table_too_short_returns_empty() -> None:
assert parse_markdown_table("| only one row |") == ([], [])
def test_parse_fixed_width_too_short_returns_empty() -> None:
assert parse_fixed_width("a single line") == ([], [])
def test_parse_tabular_dispatches_fixed_width(monkeypatch) -> None:
# The detector currently emits only csv/markdown, so drive the fixed_width
# dispatch branch directly with a stubbed detection result.
import headroom.transforms.tabular_ingest as ti
monkeypatch.setattr(
ti,
"detect_content_type",
lambda _c: DetectionResult(ContentType.TABULAR, 0.9, {"format": "fixed_width"}),
)
headers, rows, fmt = ti.parse_tabular("name age\nAlice 30\nBob 25")
assert fmt == "fixed_width"
assert headers == ["name", "age"]
assert rows[0] == ["Alice", "30"]
def test_parse_tabular_none_when_no_data_rows_survive() -> None:
# Detected as a markdown table, but it is header + separator rows only:
# nothing survives as a data row, so parse_tabular bails to None.
assert parse_tabular("| a | b |\n| --- | --- |\n| --- | --- |") is None
def test_compression_ratio_zero_for_empty_original() -> None:
result = TabularCompressionResult(
compressed="", original="", was_modified=False, fmt="csv", rows=0, columns=0
)
assert result.compression_ratio == 0.0
# Bridge compressor ----------------------------------------------------------
def test_verbose_markdown_compresses() -> None:
result = TabularCompressor().compress(_verbose_markdown())
assert result.was_modified
assert len(result.compressed) < len(result.original)
assert result.compression_ratio < 1.0
assert result.fmt == "markdown"
def test_compact_unique_csv_passes_through() -> None:
# All-unique compact rows have nothing losslessly removable.
result = TabularCompressor().compress(CSV)
assert not result.was_modified
assert result.compressed == CSV
def test_non_tabular_passes_through_unmodified() -> None:
# Unparseable prose returns the original content untouched.
text = "just a normal paragraph here"
result = TabularCompressor().compress(text)
assert not result.was_modified
assert result.compressed == text
# Router wiring --------------------------------------------------------------
def test_router_routes_tabular() -> None:
result = ContentRouter().compress(_verbose_markdown())
assert result.strategy_used is CompressionStrategy.TABULAR
assert result.total_compressed_tokens <= result.total_original_tokens
def test_router_caches_tabular_compressor() -> None:
router = ContentRouter()
first = router._get_tabular_compressor()
assert first is router._get_tabular_compressor() # second call returns the cached instance
def test_router_tabular_passthrough_when_compressor_unavailable(monkeypatch) -> None:
# Defensive guard: if the tabular compressor can't be constructed, routing to
# TABULAR leaves content untouched instead of crashing.
md = _verbose_markdown()
router = ContentRouter()
monkeypatch.setattr(router, "_get_tabular_compressor", lambda: None)
result = router.compress(md)
assert result.compressed == md
assert result.tokens_saved == 0
def test_router_respects_disable_flag() -> None:
# Disabling skips the tabular compressor: content passes through unchanged
# (the selected strategy label may still read TABULAR, like other disabled
# compressors).
md = _verbose_markdown()
cfg = ContentRouterConfig(enable_tabular_compressor=False)
result = ContentRouter(cfg).compress(md)
assert result.compressed == md
assert result.tokens_saved == 0
# Binary spreadsheet ingestion -----------------------------------------------
@pytest.mark.skipif(not _HAS_OPENPYXL, reason="openpyxl not installed")
def test_load_and_compress_xlsx(tmp_path) -> None:
import openpyxl
from headroom import compress_spreadsheet
from headroom.transforms.spreadsheet_ingest import load_spreadsheet
wb = openpyxl.Workbook()
ws = wb.active
ws.title = "Data"
ws.append(["id", "name", "dept", "status"])
for i in range(40):
ws.append([i, f"user_{i}", ["eng", "sales", "ops"][i % 3], "active"])
wb.create_sheet("Empty") # should be skipped
path = tmp_path / "sample.xlsx"
wb.save(path)
sheets = load_spreadsheet(path)
assert list(sheets) == ["Data"]
assert sheets["Data"].splitlines()[0] == "id,name,dept,status"
result = compress_spreadsheet(str(path))
assert result.tokens_after <= result.tokens_before
@pytest.mark.skipif(not _HAS_OPENPYXL, reason="openpyxl not installed")
def test_compress_spreadsheet_empty_workbook_returns_empty(tmp_path) -> None:
import openpyxl
from headroom import compress_spreadsheet
wb = openpyxl.Workbook() # one empty sheet, no rows
path = tmp_path / "empty.xlsx"
wb.save(path)
result = compress_spreadsheet(str(path))
assert result.messages == []
assert result.tokens_saved == 0
def test_load_spreadsheet_rejects_unknown_extension(tmp_path) -> None:
from headroom.transforms.spreadsheet_ingest import load_spreadsheet
bad = tmp_path / "data.txt"
bad.write_text("a,b\n1,2\n")
with pytest.raises(ValueError, match="Unsupported"):
load_spreadsheet(bad)
def test_load_spreadsheet_missing_file(tmp_path) -> None:
from headroom.transforms.spreadsheet_ingest import load_spreadsheet
with pytest.raises(FileNotFoundError):
load_spreadsheet(tmp_path / "nope.xlsx")