feat(context): implement token budget management (Phase 2)

Add TokenCalculator with LLM Gateway integration for accurate token
counting with in-memory caching and fallback character-based estimation.
Implement TokenBudget for tracking allocations per context type with
budget enforcement, and BudgetAllocator for creating budgets based on
model context window sizes.

- TokenCalculator: MCP integration, caching, model-specific ratios
- TokenBudget: allocation tracking, can_fit/allocate/deallocate/reset
- BudgetAllocator: model context sizes, budget creation and adjustment
- 35 comprehensive tests covering all budget functionality

Part of #61 - Context Management Engine

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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2026-01-04 02:13:23 +01:00
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"""Tests for token budget management."""
from unittest.mock import AsyncMock, MagicMock
import pytest
from app.services.context.budget import (
BudgetAllocator,
TokenBudget,
TokenCalculator,
)
from app.services.context.config import ContextSettings
from app.services.context.exceptions import BudgetExceededError
from app.services.context.types import ContextType
class TestTokenBudget:
"""Tests for TokenBudget dataclass."""
def test_creation(self) -> None:
"""Test basic budget creation."""
budget = TokenBudget(total=10000)
assert budget.total == 10000
assert budget.system == 0
assert budget.total_used() == 0
def test_creation_with_allocations(self) -> None:
"""Test budget creation with allocations."""
budget = TokenBudget(
total=10000,
system=500,
task=1000,
knowledge=4000,
conversation=2000,
tools=500,
response_reserve=1500,
buffer=500,
)
assert budget.system == 500
assert budget.knowledge == 4000
assert budget.response_reserve == 1500
def test_get_allocation(self) -> None:
"""Test getting allocation for a type."""
budget = TokenBudget(
total=10000,
system=500,
knowledge=4000,
)
assert budget.get_allocation(ContextType.SYSTEM) == 500
assert budget.get_allocation(ContextType.KNOWLEDGE) == 4000
assert budget.get_allocation("system") == 500
def test_remaining(self) -> None:
"""Test remaining budget calculation."""
budget = TokenBudget(
total=10000,
system=500,
knowledge=4000,
)
# Initially full
assert budget.remaining(ContextType.SYSTEM) == 500
assert budget.remaining(ContextType.KNOWLEDGE) == 4000
# After allocation
budget.allocate(ContextType.SYSTEM, 200)
assert budget.remaining(ContextType.SYSTEM) == 300
def test_can_fit(self) -> None:
"""Test can_fit check."""
budget = TokenBudget(
total=10000,
system=500,
knowledge=4000,
)
assert budget.can_fit(ContextType.SYSTEM, 500) is True
assert budget.can_fit(ContextType.SYSTEM, 501) is False
assert budget.can_fit(ContextType.KNOWLEDGE, 4000) is True
def test_allocate_success(self) -> None:
"""Test successful allocation."""
budget = TokenBudget(
total=10000,
system=500,
)
result = budget.allocate(ContextType.SYSTEM, 200)
assert result is True
assert budget.get_used(ContextType.SYSTEM) == 200
assert budget.remaining(ContextType.SYSTEM) == 300
def test_allocate_exceeds_budget(self) -> None:
"""Test allocation exceeding budget."""
budget = TokenBudget(
total=10000,
system=500,
)
with pytest.raises(BudgetExceededError) as exc_info:
budget.allocate(ContextType.SYSTEM, 600)
assert exc_info.value.allocated == 500
assert exc_info.value.requested == 600
def test_allocate_force(self) -> None:
"""Test forced allocation exceeding budget."""
budget = TokenBudget(
total=10000,
system=500,
)
# Force should allow exceeding
result = budget.allocate(ContextType.SYSTEM, 600, force=True)
assert result is True
assert budget.get_used(ContextType.SYSTEM) == 600
def test_deallocate(self) -> None:
"""Test deallocation."""
budget = TokenBudget(
total=10000,
system=500,
)
budget.allocate(ContextType.SYSTEM, 300)
assert budget.get_used(ContextType.SYSTEM) == 300
budget.deallocate(ContextType.SYSTEM, 100)
assert budget.get_used(ContextType.SYSTEM) == 200
def test_deallocate_below_zero(self) -> None:
"""Test deallocation doesn't go below zero."""
budget = TokenBudget(
total=10000,
system=500,
)
budget.allocate(ContextType.SYSTEM, 100)
budget.deallocate(ContextType.SYSTEM, 200)
assert budget.get_used(ContextType.SYSTEM) == 0
def test_total_remaining(self) -> None:
"""Test total remaining calculation."""
budget = TokenBudget(
total=10000,
system=500,
knowledge=4000,
response_reserve=1500,
buffer=500,
)
# Usable = total - response_reserve - buffer = 10000 - 1500 - 500 = 8000
assert budget.total_remaining() == 8000
# After allocation
budget.allocate(ContextType.SYSTEM, 200)
assert budget.total_remaining() == 7800
def test_utilization(self) -> None:
"""Test utilization calculation."""
budget = TokenBudget(
total=10000,
system=500,
response_reserve=1500,
buffer=500,
)
# No usage = 0%
assert budget.utilization(ContextType.SYSTEM) == 0.0
# Half used = 50%
budget.allocate(ContextType.SYSTEM, 250)
assert budget.utilization(ContextType.SYSTEM) == 0.5
# Total utilization
assert budget.utilization() == 250 / 8000 # 250 / (10000 - 1500 - 500)
def test_reset(self) -> None:
"""Test reset clears usage."""
budget = TokenBudget(
total=10000,
system=500,
)
budget.allocate(ContextType.SYSTEM, 300)
assert budget.get_used(ContextType.SYSTEM) == 300
budget.reset()
assert budget.get_used(ContextType.SYSTEM) == 0
assert budget.total_used() == 0
def test_to_dict(self) -> None:
"""Test to_dict conversion."""
budget = TokenBudget(
total=10000,
system=500,
task=1000,
knowledge=4000,
)
budget.allocate(ContextType.SYSTEM, 200)
data = budget.to_dict()
assert data["total"] == 10000
assert data["allocations"]["system"] == 500
assert data["used"]["system"] == 200
assert data["remaining"]["system"] == 300
class TestBudgetAllocator:
"""Tests for BudgetAllocator."""
def test_create_budget(self) -> None:
"""Test budget creation with default allocations."""
allocator = BudgetAllocator()
budget = allocator.create_budget(100000)
assert budget.total == 100000
assert budget.system == 5000 # 5%
assert budget.task == 10000 # 10%
assert budget.knowledge == 40000 # 40%
assert budget.conversation == 20000 # 20%
assert budget.tools == 5000 # 5%
assert budget.response_reserve == 15000 # 15%
assert budget.buffer == 5000 # 5%
def test_create_budget_custom_allocations(self) -> None:
"""Test budget creation with custom allocations."""
allocator = BudgetAllocator()
budget = allocator.create_budget(
100000,
custom_allocations={
"system": 0.10,
"task": 0.10,
"knowledge": 0.30,
"conversation": 0.25,
"tools": 0.05,
"response": 0.15,
"buffer": 0.05,
},
)
assert budget.system == 10000 # 10%
assert budget.knowledge == 30000 # 30%
def test_create_budget_for_model(self) -> None:
"""Test budget creation for specific model."""
allocator = BudgetAllocator()
# Claude models have 200k context
budget = allocator.create_budget_for_model("claude-3-sonnet")
assert budget.total == 200000
# GPT-4 has 8k context
budget = allocator.create_budget_for_model("gpt-4")
assert budget.total == 8192
# GPT-4-turbo has 128k context
budget = allocator.create_budget_for_model("gpt-4-turbo")
assert budget.total == 128000
def test_get_model_context_size(self) -> None:
"""Test model context size lookup."""
allocator = BudgetAllocator()
# Known models
assert allocator.get_model_context_size("claude-3-opus") == 200000
assert allocator.get_model_context_size("gpt-4") == 8192
assert allocator.get_model_context_size("gemini-1.5-pro") == 2000000
# Unknown model gets default
assert allocator.get_model_context_size("unknown-model") == 8192
def test_adjust_budget(self) -> None:
"""Test budget adjustment."""
allocator = BudgetAllocator()
budget = allocator.create_budget(10000)
original_system = budget.system
original_buffer = budget.buffer
# Increase system by taking from buffer
budget = allocator.adjust_budget(budget, ContextType.SYSTEM, 200)
assert budget.system == original_system + 200
assert budget.buffer == original_buffer - 200
def test_adjust_budget_limited_by_buffer(self) -> None:
"""Test that adjustment is limited by buffer size."""
allocator = BudgetAllocator()
budget = allocator.create_budget(10000)
original_buffer = budget.buffer
# Try to increase more than buffer allows
budget = allocator.adjust_budget(budget, ContextType.SYSTEM, 10000)
# Should only increase by buffer amount
assert budget.buffer == 0
assert budget.system <= original_buffer + budget.system
def test_rebalance_budget(self) -> None:
"""Test budget rebalancing."""
allocator = BudgetAllocator()
budget = allocator.create_budget(10000)
# Use most of knowledge budget
budget.allocate(ContextType.KNOWLEDGE, 3500)
# Rebalance prioritizing knowledge
budget = allocator.rebalance_budget(
budget,
prioritize=[ContextType.KNOWLEDGE],
)
# Knowledge should have gotten more tokens
# (This is a fuzzy test - just check it runs)
assert budget is not None
class TestTokenCalculator:
"""Tests for TokenCalculator."""
def test_estimate_tokens(self) -> None:
"""Test token estimation."""
calc = TokenCalculator()
# Empty string
assert calc.estimate_tokens("") == 0
# Short text (~4 chars per token)
text = "This is a test message"
estimate = calc.estimate_tokens(text)
assert 4 <= estimate <= 8
def test_estimate_tokens_model_specific(self) -> None:
"""Test model-specific estimation ratios."""
calc = TokenCalculator()
text = "a" * 100
# Claude uses 3.5 chars per token
claude_estimate = calc.estimate_tokens(text, "claude-3-sonnet")
# GPT uses 4.0 chars per token
gpt_estimate = calc.estimate_tokens(text, "gpt-4")
# Claude should estimate more tokens (smaller ratio)
assert claude_estimate >= gpt_estimate
@pytest.mark.asyncio
async def test_count_tokens_no_mcp(self) -> None:
"""Test token counting without MCP (fallback to estimation)."""
calc = TokenCalculator()
text = "This is a test"
count = await calc.count_tokens(text)
# Should use estimation
assert count > 0
@pytest.mark.asyncio
async def test_count_tokens_with_mcp_success(self) -> None:
"""Test token counting with MCP integration."""
# Mock MCP manager
mock_mcp = MagicMock()
mock_result = MagicMock()
mock_result.success = True
mock_result.data = {"token_count": 42}
mock_mcp.call_tool = AsyncMock(return_value=mock_result)
calc = TokenCalculator(mcp_manager=mock_mcp)
count = await calc.count_tokens("test text")
assert count == 42
mock_mcp.call_tool.assert_called_once()
@pytest.mark.asyncio
async def test_count_tokens_with_mcp_failure(self) -> None:
"""Test fallback when MCP fails."""
# Mock MCP manager that fails
mock_mcp = MagicMock()
mock_mcp.call_tool = AsyncMock(side_effect=Exception("Connection failed"))
calc = TokenCalculator(mcp_manager=mock_mcp)
count = await calc.count_tokens("test text")
# Should fall back to estimation
assert count > 0
@pytest.mark.asyncio
async def test_count_tokens_caching(self) -> None:
"""Test that token counts are cached."""
mock_mcp = MagicMock()
mock_result = MagicMock()
mock_result.success = True
mock_result.data = {"token_count": 42}
mock_mcp.call_tool = AsyncMock(return_value=mock_result)
calc = TokenCalculator(mcp_manager=mock_mcp)
# First call
count1 = await calc.count_tokens("test text")
# Second call (should use cache)
count2 = await calc.count_tokens("test text")
assert count1 == count2 == 42
# MCP should only be called once
assert mock_mcp.call_tool.call_count == 1
@pytest.mark.asyncio
async def test_count_tokens_batch(self) -> None:
"""Test batch token counting."""
calc = TokenCalculator()
texts = ["Hello", "World", "Test message here"]
counts = await calc.count_tokens_batch(texts)
assert len(counts) == 3
assert all(c > 0 for c in counts)
def test_cache_stats(self) -> None:
"""Test cache statistics."""
calc = TokenCalculator()
stats = calc.get_cache_stats()
assert stats["enabled"] is True
assert stats["size"] == 0
assert stats["hits"] == 0
assert stats["misses"] == 0
@pytest.mark.asyncio
async def test_cache_hit_rate(self) -> None:
"""Test cache hit rate tracking."""
calc = TokenCalculator()
# Make some calls
await calc.count_tokens("text1")
await calc.count_tokens("text2")
await calc.count_tokens("text1") # Cache hit
stats = calc.get_cache_stats()
assert stats["hits"] == 1
assert stats["misses"] == 2
def test_clear_cache(self) -> None:
"""Test cache clearing."""
calc = TokenCalculator()
calc._cache["test"] = 100
calc._cache_hits = 5
calc.clear_cache()
assert len(calc._cache) == 0
assert calc._cache_hits == 0
def test_set_mcp_manager(self) -> None:
"""Test setting MCP manager after initialization."""
calc = TokenCalculator()
assert calc._mcp is None
mock_mcp = MagicMock()
calc.set_mcp_manager(mock_mcp)
assert calc._mcp is mock_mcp
@pytest.mark.asyncio
async def test_parse_token_count_formats(self) -> None:
"""Test parsing different token count response formats."""
calc = TokenCalculator()
# Dict with token_count
assert calc._parse_token_count({"token_count": 42}) == 42
# Dict with tokens
assert calc._parse_token_count({"tokens": 42}) == 42
# Dict with count
assert calc._parse_token_count({"count": 42}) == 42
# Direct int
assert calc._parse_token_count(42) == 42
# JSON string
assert calc._parse_token_count('{"token_count": 42}') == 42
# Invalid
assert calc._parse_token_count("invalid") is None
class TestBudgetIntegration:
"""Integration tests for budget management."""
@pytest.mark.asyncio
async def test_full_budget_workflow(self) -> None:
"""Test complete budget allocation workflow."""
# Create settings and allocator
settings = ContextSettings()
allocator = BudgetAllocator(settings)
# Create budget for Claude
budget = allocator.create_budget_for_model("claude-3-sonnet")
assert budget.total == 200000
# Create calculator (without MCP for test)
calc = TokenCalculator()
# Simulate context allocation
system_text = "You are a helpful assistant." * 10
system_tokens = await calc.count_tokens(system_text)
# Allocate
assert budget.can_fit(ContextType.SYSTEM, system_tokens)
budget.allocate(ContextType.SYSTEM, system_tokens)
# Check state
assert budget.get_used(ContextType.SYSTEM) == system_tokens
assert budget.remaining(ContextType.SYSTEM) == budget.system - system_tokens
@pytest.mark.asyncio
async def test_budget_overflow_handling(self) -> None:
"""Test handling budget overflow."""
allocator = BudgetAllocator()
budget = allocator.create_budget(1000) # Small budget
# Try to allocate more than available
with pytest.raises(BudgetExceededError):
budget.allocate(ContextType.KNOWLEDGE, 500)
# Force allocation should work
budget.allocate(ContextType.KNOWLEDGE, 500, force=True)
assert budget.get_used(ContextType.KNOWLEDGE) == 500