{% extends "base.html" %}
{% from "macros.html" import more as row_more %}
{# The Learning page (spec 2026-10-18-learning-approaches, hermitcrm/learning.py).
   Nothing changes the playbook until you accept: proposals, suggestions and
   lessons are all yours to decide. #}
{% block title %}Learning{% endblock %}
{% block content %}
{% from "macros.html" import hint %}
{% macro links(list) %}{% for l in list %}<a href="{{ l.url }}">{{ l.label }}</a>{% if not loop.last %}, {% endif %}{% endfor %}{% endmacro %}
<h1>Learning</h1>
<p class="small">What the outreach bot learns from your edits and the replies that follow. Accepted lessons go into the approach's draft prompt; you decide on each one. <a href="/help/learning">How it works</a></p>

{% if learning_error %}<p class="warning-box">{{ learning_error }}</p>{% endif %}

{% if not approaches %}
<p class="empty">There is no approach in the playbook yet. <a href="/settings/playbook">Settings &gt; Playbook</a></p>
{% elif approach %}
<form method="get" action="/learning" class="row">
  <label>Approach
    <select name="approach" onchange="this.form.submit()">{% for a in approaches %}<option value="{{ a }}"{% if a == approach %} selected{% endif %}>{{ a }}</option>{% endfor %}</select>
  </label>
  <noscript><button type="submit">Show</button></noscript>
</form>

{% if status %}
<section id="phase">
  <p class="phase-banner"><strong>{{ banner }}</strong></p>
  <p class="small quiet">Optimising for {{ status.phase.optimises or 'efficiency' }}.
    {%- call hint('phase-help', 'Why this phase') %} Why this phase: {{ status.phase.reason }}.{% endcall %}</p>
</section>

<section id="efficiency">
  <h2>Efficiency
    {%- call hint('efficiency-help', 'What good looks like') %} If learning works, the median edit gets smaller and more drafts go out unchanged.{% endcall %}</h2>
  {% if stats %}
  <table class="report" style="max-width: 640px">
    <tr><th>batch</th><th class="num">drafts</th><th class="num">median edit (words)</th><th class="num">approved unchanged</th></tr>
    {% for b in stats %}<tr><td>{{ b.batch }}</td><td class="num">{{ b.drafts }}</td><td class="num">{{ b.median_edit_words | round(1) }}</td><td class="num">{{ b.ready_without_edit }} of {{ b.drafts }} ({{ (b.rate * 100) | round | int }}%)</td></tr>{% endfor %}
  </table>
  {% if since %}<p class="small">Since last time: {{ since }}.</p>{% endif %}
  {% else %}<p class="small empty">No reviewed draft yet. Review a few on the <a href="/outreach">Outreach</a> page first.</p>{% endif %}
</section>

<section id="proposals">
  <h2>Proposals{% if pending %} ({{ pending | length }}){% endif %}</h2>
  {% for row in pending %}{% set p = row.proposal %}
  <form method="post" action="/learning/accept" class="learning-proposal" id="proposal-{{ p.id }}">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <input type="hidden" name="approach" value="{{ approach }}">
    <input type="hidden" name="proposal" value="{{ p.id }}">
    <p><span class="tag">{{ p.op }}</span> <span class="small">{{ parts | selectattr(0, 'equalto', p.part) | map(attribute=1) | first }}</span></p>
    <textarea name="text" rows="2" aria-label="Lesson text">{{ p.text }}</textarea>
    {% if row.replaced %}<p class="small">Replaces: {% for t in row.replaced %}&ldquo;{{ t }}&rdquo;{% if not loop.last %}; {% endif %}{% endfor %}</p>{% endif %}
    {% if p.why %}<p class="small quiet">Why: {{ p.why }}</p>{% endif %}
    {% if row.links %}<p class="small">Evidence: {{ links(row.links) }}</p>{% endif %}
    <div class="draft-actions">
      <button type="submit">Accept</button>
      <button type="submit" formaction="/learning/reject" class="secondary">Reject</button>
    </div>
  </form>
  {% else %}
  <p class="small empty">No proposal waiting.{% if mode == 'hermit' %} &ldquo;Run now&rdquo; below asks your AI to look at your recent edits.{% else %} Write the evidence pack below, have your agent answer it, then import.{% endif %}</p>
  {% endfor %}
</section>

<section id="run">
  <h2>{% if mode == 'handoff' %}Hand off to your own agent{% else %}Look for lessons{% endif %}</h2>
  <p class="small">{% if status.cards %}{{ status.cards | length }} edited draft{{ 's' if status.cards | length != 1 }} to look at{% if status.watermark %} since {{ status.watermark }}{% endif %}, about {{ status.tokens }} tokens{% if mode == 'hermit' %} in one strong-model call{% endif %}.{% else %}Nothing new to learn from{% if status.watermark %} since {{ status.watermark }}{% endif %}.{% endif %} Mode: <strong>{{ mode }}</strong> (<a href="/settings#playbook">change</a>). Names are replaced before anything leaves your machine.</p>
  {% if mode == 'hermit' and ai_problem %}<p class="warning-box">{{ ai_problem }}</p>{% endif %}
  <div class="draft-actions">
    <form method="post" action="/learning/run" class="inline">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <input type="hidden" name="approach" value="{{ approach }}">
      {% if mode == 'handoff' %}<button type="submit"{% if not status.cards %} disabled{% endif %}>Write evidence pack</button>
      {% else %}<button type="submit"{% if not status.cards or ai_problem %} disabled{% endif %}>Run now</button>{% endif %}
    </form>
    {% if mode == 'handoff' %}
    <form method="post" action="/learning/import" class="inline">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <input type="hidden" name="approach" value="{{ approach }}">
      <button type="submit" class="secondary"{% if not answer_there %} disabled title="No {{ answer_path }} yet"{% endif %}>Import</button>
    </form>
    {% endif %}
  </div>
  {% if mode == 'handoff' %}<p class="small quiet">{% if pack_written %}The pack is in <code>{{ pack_path }}</code>. Give it to your agent, have it save the answer as <code>{{ answer_path }}</code>, then Import.{% else %}Writes <code>{{ pack_path }}</code>; your agent answers into <code>{{ answer_path }}</code>; Import checks it.{% endif %}</p>{% endif %}
</section>

<section id="lessons">
  <h2>Lessons</h2>
  {% for g in groups %}
  <h3>{{ g.title }}</h3>
  {% if g.rows %}
  <ul class="learning-lessons">
    {% for r in g.rows %}{% set sc = r.score %}
    <li id="lesson-{{ r.lesson.id }}">
      <p>{{ r.lesson.text }}</p>
      <p class="small quiet">
        {% if r.n_used %}Used in {{ r.n_used }} draft{{ 's' if r.n_used != 1 }}.
        With it: {{ sc.with_n }} sent, {{ sc.with_rungs.replied }} replied, {{ sc.with_rungs.positive }} positive.
        Without: {{ sc.without_n }} sent, {{ sc.without_rungs.replied }} replied, {{ sc.without_rungs.positive }} positive.
        {% if sc.with_edit_words is not none %}Median edit {{ sc.with_edit_words | round(1) }} words{% if sc.without_edit_words is not none %} vs {{ sc.without_edit_words | round(1) }} without{% endif %}.{% endif %}
        {% else %}Not used in a draft yet.{% endif %}
        {% if r.n_used %}<span title="Few sends: read these as counts, not rates.">Counts only.</span>{% endif %}
      </p>
      {% if sc.flag %}<p class="small warning">{{ sc.flag }}</p>{% endif %}
      {% if sc.promotion %}<p class="small"><em>{{ sc.promotion }}</em></p>{% endif %}
      {% if r.links %}<p class="small">Drafts: {{ links(r.links) }}</p>{% endif %}
      {% macro move_form(r, key, title) %}
        <form method="post" action="/learning/move" class="inline">
          <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
          <input type="hidden" name="approach" value="{{ approach }}">
          <input type="hidden" name="lesson" value="{{ r.lesson.id }}">
          <input type="hidden" name="part" value="{{ key }}">
          <button type="submit" class="secondary">{% if key == 'worked' %}Promote to Worked{% elif key == 'failed' %}Demote to Didn't work{% else %}Move to {{ title }}{% endif %}</button>
        </form>
      {% endmacro %}
      {# Only the move the score suggests is out in the open; the others sit in More. #}
      <div class="draft-actions">
        {% if can_move and sc.promotion %}{% for key, title in parts if key == 'worked' and key != r.lesson.part %}{{ move_form(r, key, title) }}{% endfor %}{% endif %}
        <form method="post" action="/learning/retire" class="inline">
          <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
          <input type="hidden" name="approach" value="{{ approach }}">
          <input type="hidden" name="lesson" value="{{ r.lesson.id }}">
          <button type="submit" class="secondary">Retire</button>
        </form>
        {% if can_move %}{% call row_more() %}{% for key, title in parts if key != r.lesson.part and not (sc.promotion and key == 'worked') %}{{ move_form(r, key, title) }}{% endfor %}{% endcall %}{% endif %}
      </div>
    </li>
    {% endfor %}
  </ul>
  {% else %}<p class="small empty">none</p>{% endif %}
  {% endfor %}
</section>

<section id="examples">
  <h2>Examples</h2>
  {% if example_error %}<p class="warning-box">{{ example_error }}</p>{% else %}
  <p class="small">The drafter can be shown the closest earlier cases instead of a rule.
    {%- call hint('examples-help', 'What examples are') %} How you changed a similar draft, or a similar message that got a positive reply, a deal or a win. Names are replaced; nothing is shown unless it is close enough.{% endcall %}
    <a href="/settings#playbook">Setting</a>: <strong>{{ example_mode }}</strong>{% if example_mode == 'off' %} (the draft prompt is not changed){% else %}, {{ example_count }} per first-touch draft{% endif %}.</p>
  <p class="small quiet">{{ example_counts.outcome }} from messages that worked, {{ example_counts.correction }} from your corrections{% if example_counts.pinned %}, {{ example_counts.pinned }} pinned{% endif %}{% if example_counts.excluded %}, {{ example_counts.excluded }} excluded{% endif %}.
    {%- call hint('example-order-help', 'Which examples are used first') %} Early on corrections lead; later the ones with the highest rung do. A draft's card shows which examples it was given.{% endcall %}</p>
  {% if examples %}
  <ul class="learning-examples">
    {% for row in examples %}{% set e = row.e %}
    <li id="example-{{ e.id }}">
      <p><strong>{{ 'Worked' if e.kind == 'outcome' else 'Corrected' }}</strong>: {{ e.label }}{% if row.links %} &middot; <a href="{{ row.links[0].url }}">{{ row.links[0].label }}</a>{% endif %}{% if e.mark == 'pin' %} <span class="tag">pinned</span>{% elif e.mark == 'exclude' %} <span class="tag">excluded</span>{% endif %}</p>
      <details class="small"><summary>What the drafter would see, pin or exclude</summary>
        <pre class="small">{{ e.shown }}</pre>
        <div class="draft-actions">
        {% for mark, label, why in (('pin', 'Pin', 'Always show it to the drafter'), ('exclude', 'Exclude', 'Never show it: this is how you delete one, e.g. a message that worked for a one-off reason'), ('clear', 'Clear', 'Back to automatic')) if (mark == 'clear' and e.mark) or (mark != 'clear' and e.mark != mark) %}
        <form method="post" action="/learning/exemplar" class="inline">
          <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
          <input type="hidden" name="approach" value="{{ approach }}">
          <input type="hidden" name="exemplar" value="{{ e.id }}">
          <input type="hidden" name="mark" value="{{ mark }}">
          <button type="submit" class="secondary" title="{{ why }}">{{ label }}</button>
        </form>
        {% endfor %}
        </div></details>
    </li>
    {% endfor %}
  </ul>
  {% else %}<p class="small empty">None yet. Corrections appear when you edit a draft and say why, or change it a lot; outcome examples, when a message you sent gets a positive reply, a deal or a win.</p>{% endif %}

  {% endif %}
</section>

<section id="suggestions">
  <h2>Suggestions</h2>
  {% for row in suggestions %}{% set x = row.suggestion %}
  <form method="post" action="/learning/apply" class="learning-suggestion">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <input type="hidden" name="approach" value="{{ approach }}">
    <input type="hidden" name="suggestion" value="{{ x.id }}">
    <p>{{ x.text }}</p>
    {% if row.links %}<p class="small">Drafts: {{ links(row.links) }}</p>{% endif %}
    <div class="draft-actions"><button type="submit">Apply</button> <span class="small quiet">One commit; Undo is in Make it yours.</span></div>
  </form>
  {% else %}<p class="small empty">No suggestion yet.
    {%- call hint('suggestion-help', 'When a suggestion appears') %} One shows up when you keep shortening drafts or keep removing the same phrase.{% endcall %}</p>{% endfor %}
</section>
{% endif %}
{% endif %}
{% endblock %}