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fix: Include agent knowledge in planning process (#1818)
* test: Add test demonstrating knowledge not included in planning process Issue #1703: Add test to verify that agent knowledge sources are not currently included in the planning process. This test will help validate the fix once implemented. - Creates agent with knowledge sources - Verifies knowledge context missing from planning - Checks other expected components are present Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Include agent knowledge in planning process Issue #1703: Integrate agent knowledge sources into planning summaries - Add agent_knowledge field to task summaries in planning_handler - Update test to verify knowledge inclusion - Ensure knowledge context is available during planning phase The planning agent now has access to agent knowledge when creating task execution plans, allowing for better informed planning decisions. Co-Authored-By: Joe Moura <joao@crewai.com> * style: Fix import sorting in test_knowledge_planning.py - Reorganize imports according to ruff linting rules - Fix I001 linting error Co-Authored-By: Joe Moura <joao@crewai.com> * test: Update task summary assertions to include knowledge field Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Update ChromaDB mock path and fix knowledge string formatting Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Improve knowledge integration in planning process with error handling Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Update task summary format for empty tools and knowledge - Change empty tools message to 'agent has no tools' - Remove agent_knowledge field when empty - Update test assertions to match new format - Improve test messages for clarity Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Update string formatting for agent tools in task summary Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Update string formatting for agent tools in task summary Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Update string formatting for agent tools and knowledge in task summary Co-Authored-By: Joe Moura <joao@crewai.com> * fix: Update knowledge field formatting in task summary Co-Authored-By: Joe Moura <joao@crewai.com> * style: Fix import sorting in test_planning_handler.py Co-Authored-By: Joe Moura <joao@crewai.com> * style: Fix import sorting order in test_planning_handler.py Co-Authored-By: Joe Moura <joao@crewai.com> * test: Add ChromaDB mocking to test_create_tasks_summary_with_knowledge_and_tools Co-Authored-By: Joe Moura <joao@crewai.com> --------- Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com> Co-authored-by: Joe Moura <joao@crewai.com> Co-authored-by: João Moura <joaomdmoura@gmail.com>
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@@ -1,3 +1,5 @@
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import json
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import logging
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from typing import Any, List, Optional
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from pydantic import BaseModel, Field
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@@ -5,6 +7,8 @@ from pydantic import BaseModel, Field
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from crewai.agent import Agent
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from crewai.task import Task
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logger = logging.getLogger(__name__)
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class PlanPerTask(BaseModel):
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task: str = Field(..., description="The task for which the plan is created")
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@@ -68,19 +72,39 @@ class CrewPlanner:
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output_pydantic=PlannerTaskPydanticOutput,
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)
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def _get_agent_knowledge(self, task: Task) -> List[str]:
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"""
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Safely retrieve knowledge source content from the task's agent.
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Args:
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task: The task containing an agent with potential knowledge sources
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Returns:
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List[str]: A list of knowledge source strings
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"""
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try:
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if task.agent and task.agent.knowledge_sources:
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return [source.content for source in task.agent.knowledge_sources]
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except AttributeError:
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logger.warning("Error accessing agent knowledge sources")
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return []
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def _create_tasks_summary(self) -> str:
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"""Creates a summary of all tasks."""
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tasks_summary = []
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for idx, task in enumerate(self.tasks):
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tasks_summary.append(
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f"""
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knowledge_list = self._get_agent_knowledge(task)
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task_summary = f"""
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Task Number {idx + 1} - {task.description}
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"task_description": {task.description}
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"task_expected_output": {task.expected_output}
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"agent": {task.agent.role if task.agent else "None"}
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"agent_goal": {task.agent.goal if task.agent else "None"}
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"task_tools": {task.tools}
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"agent_tools": {task.agent.tools if task.agent else "None"}
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"""
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)
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"agent_tools": %s%s""" % (
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f"[{', '.join(str(tool) for tool in task.agent.tools)}]" if task.agent and task.agent.tools else '"agent has no tools"',
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f',\n "agent_knowledge": "[\\"{knowledge_list[0]}\\"]"' if knowledge_list and str(knowledge_list) != "None" else ""
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)
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tasks_summary.append(task_summary)
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return " ".join(tasks_summary)
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84
tests/utilities/test_knowledge_planning.py
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84
tests/utilities/test_knowledge_planning.py
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@@ -0,0 +1,84 @@
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"""
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Tests for verifying the integration of knowledge sources in the planning process.
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This module ensures that agent knowledge is properly included during task planning.
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"""
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from unittest.mock import patch
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import pytest
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from crewai.agent import Agent
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from crewai.knowledge.source.string_knowledge_source import StringKnowledgeSource
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from crewai.task import Task
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from crewai.utilities.planning_handler import CrewPlanner
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@pytest.fixture
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def mock_knowledge_source():
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"""
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Create a mock knowledge source with test content.
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Returns:
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StringKnowledgeSource:
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A knowledge source containing AI-related test content
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"""
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content = """
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Important context about AI:
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1. AI systems use machine learning algorithms
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2. Neural networks are a key component
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3. Training data is essential for good performance
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"""
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return StringKnowledgeSource(content=content)
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@patch('crewai.knowledge.storage.knowledge_storage.chromadb')
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def test_knowledge_included_in_planning(mock_chroma):
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"""Test that verifies knowledge sources are properly included in planning."""
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# Mock ChromaDB collection
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mock_collection = mock_chroma.return_value.get_or_create_collection.return_value
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mock_collection.add.return_value = None
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# Create an agent with knowledge
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agent = Agent(
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role="AI Researcher",
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goal="Research and explain AI concepts",
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backstory="Expert in artificial intelligence",
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knowledge_sources=[
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StringKnowledgeSource(
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content="AI systems require careful training and validation."
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)
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]
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)
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# Create a task for the agent
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task = Task(
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description="Explain the basics of AI systems",
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expected_output="A clear explanation of AI fundamentals",
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agent=agent
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)
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# Create a crew planner
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planner = CrewPlanner([task], None)
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# Get the task summary
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task_summary = planner._create_tasks_summary()
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# Verify that knowledge is included in planning when present
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assert "AI systems require careful training" in task_summary, \
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"Knowledge content should be present in task summary when knowledge exists"
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assert '"agent_knowledge"' in task_summary, \
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"agent_knowledge field should be present in task summary when knowledge exists"
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# Verify that knowledge is properly formatted
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assert isinstance(task.agent.knowledge_sources, list), \
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"Knowledge sources should be stored in a list"
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assert len(task.agent.knowledge_sources) > 0, \
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"At least one knowledge source should be present"
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assert task.agent.knowledge_sources[0].content in task_summary, \
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"Knowledge source content should be included in task summary"
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# Verify that other expected components are still present
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assert task.description in task_summary, \
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"Task description should be present in task summary"
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assert task.expected_output in task_summary, \
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"Expected output should be present in task summary"
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assert agent.role in task_summary, \
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"Agent role should be present in task summary"
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@@ -1,10 +1,14 @@
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from unittest.mock import patch
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from typing import Optional
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from unittest.mock import MagicMock, patch
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import pytest
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from pydantic import BaseModel
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from crewai.agent import Agent
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from crewai.knowledge.source.string_knowledge_source import StringKnowledgeSource
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from crewai.task import Task
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from crewai.tasks.task_output import TaskOutput
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from crewai.tools.base_tool import BaseTool
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from crewai.utilities.planning_handler import (
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CrewPlanner,
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PlannerTaskPydanticOutput,
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@@ -92,7 +96,72 @@ class TestCrewPlanner:
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tasks_summary = crew_planner._create_tasks_summary()
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assert isinstance(tasks_summary, str)
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assert tasks_summary.startswith("\n Task Number 1 - Task 1")
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assert tasks_summary.endswith('"agent_tools": []\n ')
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assert '"agent_tools": "agent has no tools"' in tasks_summary
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# Knowledge field should not be present when empty
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assert '"agent_knowledge"' not in tasks_summary
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@patch('crewai.knowledge.storage.knowledge_storage.chromadb')
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def test_create_tasks_summary_with_knowledge_and_tools(self, mock_chroma):
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"""Test task summary generation with both knowledge and tools present."""
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# Mock ChromaDB collection
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mock_collection = mock_chroma.return_value.get_or_create_collection.return_value
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mock_collection.add.return_value = None
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# Create mock tools with proper string descriptions and structured tool support
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class MockTool(BaseTool):
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name: str
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description: str
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def __init__(self, name: str, description: str):
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tool_data = {"name": name, "description": description}
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super().__init__(**tool_data)
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def __str__(self):
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return self.name
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def __repr__(self):
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return self.name
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def to_structured_tool(self):
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return self
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def _run(self, *args, **kwargs):
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pass
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def _generate_description(self) -> str:
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"""Override _generate_description to avoid args_schema handling."""
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return self.description
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tool1 = MockTool("tool1", "Tool 1 description")
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tool2 = MockTool("tool2", "Tool 2 description")
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# Create a task with knowledge and tools
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task = Task(
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description="Task with knowledge and tools",
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expected_output="Expected output",
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agent=Agent(
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role="Test Agent",
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goal="Test Goal",
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backstory="Test Backstory",
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tools=[tool1, tool2],
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knowledge_sources=[
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StringKnowledgeSource(content="Test knowledge content")
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]
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)
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)
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# Create planner with the new task
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planner = CrewPlanner([task], None)
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tasks_summary = planner._create_tasks_summary()
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# Verify task summary content
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assert isinstance(tasks_summary, str)
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assert task.description in tasks_summary
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assert task.expected_output in tasks_summary
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assert '"agent_tools": [tool1, tool2]' in tasks_summary
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assert '"agent_knowledge": "[\\"Test knowledge content\\"]"' in tasks_summary
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assert task.agent.role in tasks_summary
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assert task.agent.goal in tasks_summary
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def test_handle_crew_planning_different_llm(self, crew_planner_different_llm):
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with patch.object(Task, "execute_sync") as execute:
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