refactor(insights): share workbook export and ai defaults

packages/api/src/__tests__/insights-procedure-support.test.ts

@@ -1,3 +1,4 @@
+import { DEFAULT_OPENAI_MODEL } from "@capakraken/shared";
 import { TRPCError } from "@trpc/server";
 import { beforeEach, describe, expect, it, vi } from "vitest";
 
@@ -14,7 +15,7 @@ vi.mock("../ai-client.js", async (importOriginal) => {
         },
       },
     })),
-    isAiConfigured: vi.fn().mockReturnValue(true),
+    isAiConfigured: vi.fn((settings: unknown) => settings != null),
     loggedAiCall: vi.fn(async (_provider, _model, _promptLength, fn) => fn()),
     parseAiError: vi.fn((error: unknown) => error instanceof Error ? error.message : String(error)),
   };
@@ -99,7 +100,7 @@ describe("insights procedure support", () => {
             findUnique: vi.fn().mockResolvedValue({
               id: "singleton",
               aiProvider: "openai",
-              azureOpenAiDeployment: "gpt-4o-mini",
+              azureOpenAiDeployment: DEFAULT_OPENAI_MODEL,
               aiMaxCompletionTokens: 220,
               aiTemperature: 0.4,
             }),
@@ -109,15 +110,15 @@ describe("insights procedure support", () => {
       );
 
       expect(isAiConfigured).toHaveBeenCalledWith(
-        expect.objectContaining({ azureOpenAiDeployment: "gpt-4o-mini" }),
+        expect.objectContaining({ azureOpenAiDeployment: DEFAULT_OPENAI_MODEL }),
       );
       expect(createAiClient).toHaveBeenCalledWith(
-        expect.objectContaining({ azureOpenAiDeployment: "gpt-4o-mini" }),
+        expect.objectContaining({ azureOpenAiDeployment: DEFAULT_OPENAI_MODEL }),
       );
       expect(loggedAiCall).toHaveBeenCalledOnce();
       expect(aiCompletionCreate).toHaveBeenCalledWith(
         expect.objectContaining({
-          model: "gpt-4o-mini",
+          model: DEFAULT_OPENAI_MODEL,
           max_completion_tokens: 220,
           temperature: 0.4,
           messages: expect.arrayContaining([
@@ -148,6 +149,83 @@ describe("insights procedure support", () => {
     }
   });
 
+  it("fails when AI settings are missing", async () => {
+    await expect(
+      generateProjectNarrative(
+        createContext({
+          project: {
+            findUnique: vi.fn().mockResolvedValue({
+              id: "project_1",
+              name: "Apollo",
+              shortCode: "APO",
+              status: "ACTIVE",
+              startDate: new Date("2026-03-03T00:00:00.000Z"),
+              endDate: new Date("2026-04-30T00:00:00.000Z"),
+              budgetCents: 200_000_00,
+              dynamicFields: null,
+              demandRequirements: [],
+              assignments: [],
+            }),
+            update: vi.fn(),
+          },
+          systemSettings: {
+            findUnique: vi.fn().mockResolvedValue(null),
+          },
+        }),
+        { projectId: "project_1" },
+      ),
+    ).rejects.toEqual(
+      expect.objectContaining<Partial<TRPCError>>({
+        code: "PRECONDITION_FAILED",
+        message: "AI is not configured. Please set credentials in Admin → Settings.",
+      }),
+    );
+
+    expect(createAiClient).not.toHaveBeenCalled();
+    expect(loggedAiCall).not.toHaveBeenCalled();
+  });
+
+  it("fails when AI configuration is incomplete", async () => {
+    vi.mocked(isAiConfigured).mockReturnValue(false);
+
+    await expect(
+      generateProjectNarrative(
+        createContext({
+          project: {
+            findUnique: vi.fn().mockResolvedValue({
+              id: "project_1",
+              name: "Apollo",
+              shortCode: "APO",
+              status: "ACTIVE",
+              startDate: new Date("2026-03-03T00:00:00.000Z"),
+              endDate: new Date("2026-04-30T00:00:00.000Z"),
+              budgetCents: 200_000_00,
+              dynamicFields: null,
+              demandRequirements: [],
+              assignments: [],
+            }),
+            update: vi.fn(),
+          },
+          systemSettings: {
+            findUnique: vi.fn().mockResolvedValue({
+              id: "singleton",
+              aiProvider: "openai",
+              azureOpenAiDeployment: null,
+            }),
+          },
+        }),
+        { projectId: "project_1" },
+      ),
+    ).rejects.toEqual(
+      expect.objectContaining<Partial<TRPCError>>({
+        code: "PRECONDITION_FAILED",
+        message: "AI is not configured. Please set credentials in Admin → Settings.",
+      }),
+    );
+    expect(createAiClient).not.toHaveBeenCalled();
+    expect(aiCompletionCreate).not.toHaveBeenCalled();
+  });
+
   it("returns the cached narrative for a project", async () => {
     const result = await getCachedNarrative(
       createContext({