obligations.py

"""
ClauseGuard — Obligation Tracker v3.0
═════════════════════════════════════
FIXED in v3.0:
  • Reduced false positives (filter out generic service descriptions)
  • Better party extraction with role detection
  • Obligation priority scoring
  • Context-aware obligation type detection
"""

import re
from collections import defaultdict
from datetime import datetime, timedelta

# Obligation keywords by category — more specific patterns to reduce false positives
OBLIGATION_PATTERNS = {
    "monetary": [
        r"(?:shall|must|will|agrees? to)\s+pay\s+(?:a\s+)?(?:(?:monthly|annual|quarterly)\s+)?(?:fee|amount|sum|payment)?\s*(?:of\s+)?(?:\$[\d,]+(?:\.\d{2})?)",
        r"(?:fee|payment|compensation|reimburs(?:e|ement))\s+(?:of|in the amount of)\s+\$[\d,]+",
        r"(?:shall|must|will)\s+remit\s+\$[\d,]+",
        r"(?:liquidated damages|penalty)\s+(?:of|in the amount of)\s+\$[\d,]+",
        r"(?:shall|must)\s+(?:pay|reimburse)\s+(?:all|any)\s+(?:outstanding|overdue|unpaid)",
    ],
    "compliance": [
        r"(?:shall|must|will)\s+comply\s+with\s+(?:all\s+)?(?:applicable\s+)?(?:laws|regulations|standards|requirements)",
        r"(?:shall|must|will)\s+(?:adhere|conform)\s+to\s+(?:the|all|applicable)",
        r"(?:shall|must|will)\s+(?:obtain|maintain|procure)\s+(?:all\s+)?(?:necessary|required|applicable)\s+(?:approvals?|permits?|licenses?|certifications?)",
        r"(?:shall|must|will)\s+maintain\s+(?:insurance|coverage|bond|policy)",
        r"(?:shall|must|will)\s+ensure\s+(?:compliance|conformance|adherence)",
    ],
    "reporting": [
        r"(?:shall|must|will)\s+(?:report|disclose)\s+(?:to|any)\s+(?:the|supervisory|regulatory)",
        r"(?:shall|must|will)\s+provide\s+(?:regular|monthly|quarterly|annual|periodic)\s+(?:reports?|updates?|statements?)",
        r"(?:shall|must|will)\s+(?:notify|inform)\s+(?:the other party|promptly|immediately|within)",
        r"(?:shall|must|will)\s+deliver\s+(?:a|an|the)\s+(?:report|statement|notice|certificate)",
        r"(?:shall|must|will)\s+provide\s+(?:SOC|audit|compliance)\s+(?:\d+\s+)?(?:Type\s+)?(?:reports?|certificates?)",
    ],
    "delivery": [
        r"(?:shall|must|will)\s+deliver\s+(?:the|all|any)\s+(?:products?|goods?|materials?|deliverables?|services?)",
        r"(?:shall|must|will)\s+(?:furnish|supply)\s+(?:the|all|any)",
        r"(?:shall|must|will)\s+(?:submit|produce|complete)\s+(?:the|all|any)\s+(?:work|deliverables?|results?)",
        r"(?:delivery|performance)\s+(?:date|schedule|deadline|timeline|milestone)",
    ],
    "termination": [
        r"(?:shall|must|will)\s+(?:return|surrender)\s+(?:all|any)\s+(?:materials?|property|documents?|data|information|equipment)",
        r"(?:shall|must|will)\s+(?:destroy|delete|erase)\s+(?:all|any)\s+(?:copies|data|information|records?|materials?)",
        r"(?:shall|must|will)\s+(?:cease|discontinue)\s+(?:all|any)\s+(?:use|access|activities)",
        r"(?:upon|after|following)\s+termination.*(?:shall|must|will)\s+(?:pay|return|destroy|cease)",
        r"(?:surviving|post-termination)\s+obligations?",
    ],
}

# More restrictive — patterns that DON'T indicate obligations (false positive filters)
_FALSE_POSITIVE_PATTERNS = [
    r"^(?:the|this)\s+(?:agreement|contract|document)\s+(?:shall|will)\s+(?:be|become|remain)",
    r"(?:shall|will)\s+(?:be\s+)?(?:governed|construed|interpreted)",
    r"(?:shall|will)\s+(?:constitute|represent|mean|include)",
    r"(?:shall|will)\s+(?:not\s+)?(?:be\s+)?(?:deemed|considered|construed)",
    r"(?:shall|will)\s+(?:have|possess)\s+(?:the\s+)?(?:right|authority|power)",
    r"(?:shall|will)\s+(?:survive|remain\s+in\s+(?:effect|force))",
]

# Timeframe extraction
TIME_PATTERNS = [
    (r"within\s+(\d+)\s+(day|week|month|year)s?", "relative"),
    (r"no\s+later\s+than\s+(\d+)\s+(day|week|month|year)s?", "relative"),
    (r"within\s+(\d+)\s+business\s+days?", "business_days"),
    (r"by\s+([A-Z][a-z]+\s+\d{1,2},?\s+\d{4})", "absolute"),
    (r"on\s+or\s+before\s+([A-Z][a-z]+\s+\d{1,2},?\s+\d{4})", "absolute"),
    (r"(\d{1,2}/\d{1,2}/\d{2,4})", "absolute_date"),
    (r"(?:promptly|immediately)(?:\s+(?:upon|after|following))?", "immediate"),
]

PARTY_PATTERNS = [
    r"\b(?:Party A|Party B|Disclosing Party|Receiving Party|Licensor|Licensee|Buyer|Seller|Tenant|Landlord|Employer|Employee|Company|Customer|Vendor|Client|Provider|Contractor)\b",
    r"\b[A-Z][A-Za-z0-9\s&]+?(?:Inc\.?|LLC|Ltd\.?|Limited|Corp\.?|Corporation|PLC|GmbH)\b",
]

# Priority scoring for obligation types
_PRIORITY_MAP = {
    "monetary": 3,
    "termination": 3,
    "compliance": 2,
    "reporting": 2,
    "delivery": 1,
}


def _is_false_positive(sentence):
    """Check if a sentence is a common false positive (definition/interpretation, not obligation)."""
    for fp in _FALSE_POSITIVE_PATTERNS:
        if re.search(fp, sentence, re.IGNORECASE):
            return True
    return False


def extract_obligations(text):
    """Extract obligations from contract text with false positive filtering."""
    obligations = []

    # Split into sentences
    sentences = re.split(r'(?<=[.!?])\s+(?=[A-Z])', text)

    for sentence in sentences:
        sentence = sentence.strip()
        if len(sentence) < 30 or len(sentence) > 1000:
            continue

        # Skip false positives
        if _is_false_positive(sentence):
            continue

        found_types = set()
        for otype, patterns in OBLIGATION_PATTERNS.items():
            for pat in patterns:
                if re.search(pat, sentence, re.IGNORECASE):
                    found_types.add(otype)
                    break

        if not found_types:
            continue

        # Extract party (Fix 8: scope to sentence only, reject >40 char strings)
        party = "Unknown"
        # First try structured direction detection
        obligation_direction = _detect_obligation_direction(sentence)
        if obligation_direction:
            party = obligation_direction
        else:
            # Fallback to pattern matching within the sentence
            for pp in PARTY_PATTERNS:
                m = re.search(pp, sentence)
                if m:
                    candidate = m.group(0).strip()
                    # Fix 8: Reject party strings >40 chars (header bleed-through)
                    if len(candidate) <= 40:
                        party = candidate
                    break

        # Extract timeframe
        deadline = "Not specified"
        deadline_urgency = 0
        for pat, ptype in TIME_PATTERNS:
            m = re.search(pat, sentence, re.IGNORECASE)
            if m:
                if ptype == "relative":
                    num = m.group(1)
                    unit = m.group(2)
                    deadline = f"Within {num} {unit}(s)"
                    deadline_urgency = int(num)
                elif ptype == "business_days":
                    num = m.group(1)
                    deadline = f"Within {num} business day(s)"
                    deadline_urgency = int(num)
                elif ptype in ("absolute", "absolute_date"):
                    deadline = m.group(1)
                    deadline_urgency = 1
                elif ptype == "immediate":
                    deadline = "Immediately"
                    deadline_urgency = 0
                break

        for otype in found_types:
            priority = _PRIORITY_MAP.get(otype, 1)
            if deadline_urgency > 0 and deadline_urgency <= 7:
                priority += 1  # Urgent deadlines get higher priority

            obligations.append({
                "type": otype,
                "party": party,
                "description": sentence[:250] + ("..." if len(sentence) > 250 else ""),
                "deadline": deadline,
                "full_text": sentence,
                "priority": priority,
            })

    # Sort by priority (highest first)
    obligations.sort(key=lambda x: x.get("priority", 0), reverse=True)

    return obligations


def _detect_obligation_direction(sentence):
    """Try to detect who bears the obligation from sentence structure."""
    patterns = [
        (r"^(?:The\s+)?(Provider|Company|Licensor|Landlord|Employer|Seller|Vendor)\s+(?:shall|must|will)", None),
        (r"^(?:The\s+)?(Customer|Client|Licensee|Tenant|Employee|Buyer)\s+(?:shall|must|will)", None),
        (r"^(?:Each|Both)\s+part(?:y|ies)\s+(?:shall|must|will)", "Both parties"),
        (r"^(?:Neither|No)\s+party\s+(?:shall|may)", "Neither party"),
    ]
    for pat, override in patterns:
        m = re.search(pat, sentence, re.IGNORECASE)
        if m:
            return override or m.group(1)
    return None


def render_obligations_html(obligations):
    """Render obligations as HTML cards for Gradio."""
    if not obligations:
        return '<div style="padding:16px;color:#6b7280;text-align:center;">No obligations detected.</div>'

    # Group by type
    grouped = defaultdict(list)
    for ob in obligations:
        grouped[ob["type"]].append(ob)

    type_icons = {
        "monetary": "💰",
        "compliance": "⚖️",
        "reporting": "📊",
        "delivery": "📦",
        "termination": "🛑",
    }
    type_colors = {
        "monetary": "#22c55e",
        "compliance": "#f59e0b",
        "reporting": "#3b82f6",
        "delivery": "#8b5cf6",
        "termination": "#ef4444",
    }

    html = '<div style="font-family:system-ui,sans-serif;">'

    # Summary counts
    html += '<div style="display:grid;grid-template-columns:repeat(auto-fit,minmax(120px,1fr));gap:8px;margin-bottom:16px;">'
    for otype, obs in sorted(grouped.items()):
        color = type_colors.get(otype, "#6b7280")
        icon = type_icons.get(otype, "📋")
        html += f'''
        <div style="text-align:center;padding:10px;border-radius:8px;background:{color}15;border:1px solid {color}30;">
          <div style="font-size:20px;">{icon}</div>
          <div style="font-size:20px;font-weight:700;color:{color};">{len(obs)}</div>
          <div style="font-size:11px;color:{color};text-transform:capitalize;">{otype}</div>
        </div>
        '''
    html += '</div>'

    # Individual cards
    for otype, obs in sorted(grouped.items()):
        color = type_colors.get(otype, "#6b7280")
        icon = type_icons.get(otype, "📋")
        html += f'<h3 style="font-size:14px;color:#374151;margin:16px 0 8px 0;border-bottom:2px solid {color}30;padding-bottom:4px;">{icon} {otype.title()} Obligations</h3>'
        for ob in obs:
            priority = ob.get("priority", 1)
            priority_badge = ""
            if priority >= 3:
                priority_badge = '<span style="font-size:9px;background:#fef2f2;color:#dc2626;padding:1px 4px;border-radius:3px;margin-left:4px;">HIGH PRIORITY</span>'
            elif priority >= 2:
                priority_badge = '<span style="font-size:9px;background:#fefce8;color:#ca8a04;padding:1px 4px;border-radius:3px;margin-left:4px;">MEDIUM</span>'

            html += f'''
            <div style="border:1px solid #e5e7eb;border-left:4px solid {color};border-radius:6px;padding:10px;margin-bottom:8px;background:#fafafa;">
              <div style="display:flex;justify-content:space-between;align-items:center;margin-bottom:4px;">
                <span style="font-size:12px;font-weight:600;color:{color};">{ob["party"]}{priority_badge}</span>
                <span style="font-size:11px;color:#6b7280;background:#f3f4f6;padding:2px 8px;border-radius:4px;">{ob["deadline"]}</span>
              </div>
              <p style="font-size:12px;color:#4b5563;margin:0;line-height:1.5;">{ob["description"]}</p>
            </div>
            '''

    html += '</div>'
    return html