@actuarial-ts/core 0.6.0 → 0.6.1

package/src/diagnosticExposure.ts

@@ -1,4 +1,24 @@
-import type { DiagnosticSourceLocation } from "./diagnosticDefinitions.js";
+import type {
+  DiagnosticPeriodAxis,
+  DiagnosticSourceLocation,
+} from "./diagnosticDefinitions.js";
+import { canonicalJson } from "./canonical.js";
+import { normalizeDiagnosticSourceLocations } from "./diagnosticSourceOrdering.js";
+import { compareDiagnosticSourceLocations } from "./diagnosticSourceOrdering.js";
+import { compareDiagnosticIdentityValues } from "./diagnosticOrdering.js";
+import { normalizeDiagnosticPeriodWithAxis } from "./diagnosticPeriodAxis.js";
+import { validateDiagnosticPeriodAxisInput } from "./diagnosticDefinitions.js";
+import {
+  DiagnosticValidationError,
+  type DiagnosticValidationIssue,
+} from "./types.js";
+import {
+  diagnosticJsonPreflight,
+  hasDiagnosticOwn,
+  isDiagnosticPlainRecord,
+  isDiagnosticToken,
+  snapshotDiagnosticJson,
+} from "./diagnosticRuntime.js";
 
 export interface DiagnosticExposureObservation {
   readonly key: string;
@@ -14,7 +34,11 @@ export interface DiagnosticExposureObservation {
 export type DiagnosticAuditedNumericValue =
   | { readonly status: "observed"; readonly value: number }
   | { readonly status: "missing"; readonly value: null }
-  | { readonly status: "non-finite"; readonly value: null; readonly nonFiniteKind: "nan" | "positive-infinity" | "negative-infinity" };
+  | {
+      readonly status: "non-finite";
+      readonly value: null;
+      readonly nonFiniteKind: "nan" | "positive-infinity" | "negative-infinity";
+    };
 
 export interface DiagnosticExposureAuditObservation {
   readonly sourceGroup: string;
@@ -26,66 +50,433 @@ export interface DiagnosticExposureAuditObservation {
 }
 
 export type ReconciledDiagnosticExposure =
-  | { readonly measureId: string; readonly key: string; readonly status: "valid"; readonly sourceGroup: string; readonly origin: string; readonly valuation?: string; readonly value: number; readonly deduplicated: number; readonly sources: readonly DiagnosticSourceLocation[] }
-  | { readonly measureId: string; readonly key: string; readonly status: "invalid"; readonly issues: readonly ("missing" | "incomplete" | "non-finite" | "duplicate" | "conflict")[]; readonly value: null; readonly observations: readonly DiagnosticExposureAuditObservation[] };
+  | {
+      readonly measureId: string;
+      readonly key: string;
+      readonly status: "valid";
+      readonly sourceGroup: string;
+      readonly origin: string;
+      readonly valuation?: string;
+      readonly value: number;
+      readonly deduplicated: number;
+      readonly sources: readonly DiagnosticSourceLocation[];
+    }
+  | {
+      readonly measureId: string;
+      readonly key: string;
+      readonly status: "invalid";
+      readonly issues: readonly (
+        "missing" | "incomplete" | "non-finite" | "duplicate" | "conflict"
+      )[];
+      readonly value: null;
+      readonly observations: readonly DiagnosticExposureAuditObservation[];
+    };
 
-export function auditDiagnosticNumber(value: number | null): DiagnosticAuditedNumericValue {
-  if (value === null) return { status: "missing", value: null };
-  if (!Number.isFinite(value)) return { status: "non-finite", value: null, nonFiniteKind: Number.isNaN(value) ? "nan" : value > 0 ? "positive-infinity" : "negative-infinity" };
-  return { status: "observed", value: Object.is(value, -0) ? 0 : value };
+export function auditDiagnosticNumber(
+  value: number | null,
+): DiagnosticAuditedNumericValue {
+  if (value !== null && typeof value !== "number")
+    throw new DiagnosticValidationError([
+      {
+        domain: "input",
+        code: "invalid-type",
+        path: "$",
+        message: "Numeric input must be a number or null",
+      },
+    ]);
+  if (value === null) return Object.freeze({ status: "missing", value: null });
+  if (!Number.isFinite(value))
+    return Object.freeze({
+      status: "non-finite",
+      value: null,
+      nonFiniteKind: Number.isNaN(value)
+        ? "nan"
+        : value > 0
+          ? "positive-infinity"
+          : "negative-infinity",
+    });
+  return Object.freeze({
+    status: "observed",
+    value: Object.is(value, -0) ? 0 : value,
+  });
+}
+
+function propertyPath(path: string, key: string): string {
+  return /^[A-Za-z_$][A-Za-z0-9_$]*$/.test(key)
+    ? `${path}.${key}`
+    : `${path}[${JSON.stringify(key)}]`;
+}
+
+function validateExposureArguments(
+  observations: unknown,
+  timingByMeasure: unknown,
+  periodAxis: DiagnosticPeriodAxis | undefined,
+): void {
+  // Nonfinite exposure amounts are supported audited inputs. They are the
+  // only non-JSON numbers permitted here; metadata still must be finite.
+  const issues: DiagnosticValidationIssue[] = [
+    ...diagnosticJsonPreflight(observations, "input")
+      .filter(
+        (issue) =>
+          !(
+            issue.code === "invalid-json-value" &&
+            issue.message === "JSON numeric value must be finite" &&
+            /^\$\[\d+\]\.value$/.test(issue.path)
+          ),
+      )
+      .map((issue) => ({
+        ...issue,
+        path: `$.observations${issue.path.slice(1)}`,
+      })),
+    ...diagnosticJsonPreflight(timingByMeasure, "configuration").map(
+      (issue) => ({
+        ...issue,
+        path: `$.timingByMeasure${issue.path.slice(1)}`,
+      }),
+    ),
+    ...(periodAxis === undefined
+      ? []
+      : validateDiagnosticPeriodAxisInput(periodAxis)),
+  ];
+  if (issues.length > 0) throw new DiagnosticValidationError(issues);
+  const issue = (
+    domain: DiagnosticValidationIssue["domain"],
+    code: DiagnosticValidationIssue["code"],
+    path: string,
+    message: string,
+  ) => issues.push({ domain, code, path, message });
+  const token = (
+    value: unknown,
+    path: string,
+    domain: DiagnosticValidationIssue["domain"] = "input",
+  ) => {
+    if (!isDiagnosticToken(value))
+      issue(
+        domain,
+        typeof value === "string" ? "invalid-string" : "invalid-type",
+        path,
+        "Expected a nonempty token with valid Unicode and no U+0000",
+      );
+  };
+  const exactKeys = (
+    value: Record<string, unknown>,
+    allowed: readonly string[],
+    path: string,
+  ) => {
+    for (const key of Object.keys(value))
+      if (!allowed.includes(key))
+        issue(
+          "input",
+          "unknown-key",
+          propertyPath(path, key),
+          `Unknown key ${key}`,
+        );
+  };
+  if (!Array.isArray(observations))
+    issue(
+      "input",
+      "invalid-type",
+      "$.observations",
+      "Exposure observations must be an array",
+    );
+  if (!isDiagnosticPlainRecord(timingByMeasure))
+    issue(
+      "configuration",
+      "invalid-type",
+      "$.timingByMeasure",
+      "Exposure timings must be a plain record",
+    );
+  if (issues.length > 0) throw new DiagnosticValidationError(issues);
+  const timings = timingByMeasure as Record<string, unknown>;
+  for (const [measureId, timing] of Object.entries(timings)) {
+    const path = propertyPath("$.timingByMeasure", measureId);
+    token(measureId, path, "configuration");
+    if (timing !== "origin-static" && timing !== "valuation-specific")
+      issue(
+        "configuration",
+        "invalid-type",
+        path,
+        "Exposure timing must be origin-static or valuation-specific",
+      );
+  }
+  for (const [index, observation] of (observations as unknown[]).entries()) {
+    const path = `$.observations[${index}]`;
+    if (!isDiagnosticPlainRecord(observation)) {
+      issue(
+        "input",
+        "invalid-type",
+        path,
+        "Exposure observation must be an object",
+      );
+      continue;
+    }
+    exactKeys(
+      observation,
+      [
+        "key",
+        "sourceGroup",
+        "origin",
+        "valuation",
+        "measureId",
+        "value",
+        "complete",
+        "source",
+      ],
+      path,
+    );
+    for (const key of ["key", "sourceGroup", "origin", "measureId"])
+      token(observation[key], `${path}.${key}`);
+    if (hasDiagnosticOwn(observation, "valuation"))
+      token(observation.valuation, `${path}.valuation`);
+    if (typeof observation.complete !== "boolean")
+      issue(
+        "input",
+        "invalid-type",
+        `${path}.complete`,
+        "Exposure completeness must be boolean",
+      );
+    if (observation.value !== null && typeof observation.value !== "number")
+      issue(
+        "input",
+        "invalid-type",
+        `${path}.value`,
+        "Exposure value must be a number or null",
+      );
+    if (isDiagnosticToken(observation.measureId)) {
+      if (!hasDiagnosticOwn(timings, observation.measureId))
+        issue(
+          "configuration",
+          "unknown-reference",
+          `${path}.measureId`,
+          "Exposure measure has no declared timing",
+        );
+      else if (
+        timings[observation.measureId] === "valuation-specific" &&
+        !hasDiagnosticOwn(observation, "valuation")
+      )
+        issue(
+          "input",
+          "missing-required",
+          `${path}.valuation`,
+          "Valuation-specific exposure requires a valuation",
+        );
+    }
+    if (hasDiagnosticOwn(observation, "source")) {
+      const source = observation.source;
+      if (!isDiagnosticPlainRecord(source))
+        issue(
+          "input",
+          "invalid-type",
+          `${path}.source`,
+          "Source location must be an object",
+        );
+      else {
+        exactKeys(
+          source,
+          [
+            "artifactId",
+            "sourceFile",
+            "sourceSheet",
+            "sourceRow",
+            "sourceCell",
+          ],
+          `${path}.source`,
+        );
+        token(source.artifactId, `${path}.source.artifactId`);
+        for (const key of ["sourceFile", "sourceSheet", "sourceCell"])
+          if (hasDiagnosticOwn(source, key))
+            token(source[key], `${path}.source.${key}`);
+        if (
+          hasDiagnosticOwn(source, "sourceRow") &&
+          (typeof source.sourceRow !== "number" ||
+            !Number.isSafeInteger(source.sourceRow) ||
+            source.sourceRow < 0)
+        )
+          issue(
+            "input",
+            "invalid-number",
+            `${path}.source.sourceRow`,
+            "Source row must be a nonnegative safe integer",
+          );
+      }
+    }
+    if (periodAxis !== undefined)
+      for (const side of ["origin", "valuation"] as const) {
+        if (
+          isDiagnosticToken(observation[side]) &&
+          normalizeDiagnosticPeriodWithAxis(
+            periodAxis,
+            side,
+            observation[side],
+          ) === null
+        )
+          issue(
+            "input",
+            "invalid-period",
+            `${path}.${side}`,
+            `Unknown ${side} period ${JSON.stringify(observation[side])}`,
+          );
+      }
+  }
+  if (issues.length > 0) throw new DiagnosticValidationError(issues);
 }
 
-function equalAudit(left: DiagnosticExposureAuditObservation, right: DiagnosticExposureAuditObservation): boolean {
-  return left.sourceGroup === right.sourceGroup && left.origin === right.origin && left.complete === right.complete &&
-    JSON.stringify(left.value) === JSON.stringify(right.value);
+function equalAudit(
+  left: DiagnosticExposureAuditObservation,
+  right: DiagnosticExposureAuditObservation,
+): boolean {
+  return (
+    left.sourceGroup === right.sourceGroup &&
+    left.origin === right.origin &&
+    left.complete === right.complete &&
+    JSON.stringify(left.value) === JSON.stringify(right.value)
+  );
 }
 
 export function reconcileDiagnosticExposures(
   observations: readonly DiagnosticExposureObservation[],
-  timingByMeasure: Readonly<Record<string, "origin-static" | "valuation-specific">>,
+  timingByMeasure: Readonly<
+    Record<string, "origin-static" | "valuation-specific">
+  >,
+  periodAxis?: DiagnosticPeriodAxis,
 ): readonly ReconciledDiagnosticExposure[] {
+  validateExposureArguments(observations, timingByMeasure, periodAxis);
+  const periodValue = (
+    role: "origin" | "valuation",
+    label: string | undefined,
+  ) =>
+    label === undefined || periodAxis === undefined
+      ? label
+      : (normalizeDiagnosticPeriodWithAxis(periodAxis, role, label)
+          ?.coordinate ?? label);
+  const observationOrder = (
+    left: DiagnosticExposureAuditObservation,
+    right: DiagnosticExposureAuditObservation,
+  ) =>
+    compareDiagnosticIdentityValues(
+      [
+        left.sourceGroup,
+        periodValue("origin", left.origin),
+        periodValue("valuation", left.valuation),
+        left.value.status,
+        left.value.status === "non-finite"
+          ? left.value.nonFiniteKind
+          : left.value.value,
+        left.complete,
+      ],
+      [
+        right.sourceGroup,
+        periodValue("origin", right.origin),
+        periodValue("valuation", right.valuation),
+        right.value.status,
+        right.value.status === "non-finite"
+          ? right.value.nonFiniteKind
+          : right.value.value,
+        right.complete,
+      ],
+    ) ||
+    (left.source === undefined || right.source === undefined
+      ? compareDiagnosticIdentityValues(left.source, right.source)
+      : compareDiagnosticSourceLocations(left.source, right.source));
   const cohorts = new Map<string, DiagnosticExposureObservation[]>();
   for (const observation of observations) {
-    const timing = timingByMeasure[observation.measureId];
-    const identity = timing === "valuation-specific"
-      ? `${observation.measureId}\u0000${observation.key}\u0000${observation.valuation ?? ""}`
-      : `${observation.measureId}\u0000${observation.key}`;
+    const timing = hasDiagnosticOwn(timingByMeasure, observation.measureId)
+      ? timingByMeasure[observation.measureId]
+      : undefined;
+    const identity = canonicalJson(
+      timing === "valuation-specific"
+        ? [
+            observation.measureId,
+            observation.key,
+            observation.valuation ?? null,
+          ]
+        : [observation.measureId, observation.key],
+    );
     const cohort = cohorts.get(identity) ?? [];
     cohort.push(observation);
     cohorts.set(identity, cohort);
   }
-  return Object.freeze([...cohorts.values()].map((cohort): ReconciledDiagnosticExposure => {
-    const first = cohort[0]!;
-    const timing = timingByMeasure[first.measureId];
-    const audited = cohort.map((item): DiagnosticExposureAuditObservation => ({
-      sourceGroup: item.sourceGroup,
-      origin: item.origin,
-      ...(item.valuation === undefined ? {} : { valuation: item.valuation }),
-      value: auditDiagnosticNumber(item.value),
-      complete: item.complete,
-      ...(item.source === undefined ? {} : { source: item.source }),
-    }));
-    const issues: ("missing" | "incomplete" | "non-finite" | "duplicate" | "conflict")[] = [];
-    if (audited.some((item) => item.value.status === "missing")) issues.push("missing");
-    if (audited.some((item) => !item.complete)) issues.push("incomplete");
-    if (audited.some((item) => item.value.status === "non-finite")) issues.push("non-finite");
-    if (timing === "valuation-specific" && audited.length > 1) issues.push("duplicate");
-    if (audited.slice(1).some((item) => !equalAudit(audited[0]!, item))) issues.push("conflict");
-    const validStaticCopies = timing === "origin-static" && issues.length === 0;
-    if (issues.length > 0) return Object.freeze({ measureId: first.measureId, key: first.key, status: "invalid", issues: Object.freeze(issues), value: null, observations: Object.freeze(audited) });
-    const value = audited[0]!.value;
-    if (value.status !== "observed") throw new Error("unreachable invalid exposure state");
-    const sources = audited.flatMap((item) => item.source ? [item.source] : []).sort((a, b) => JSON.stringify(a).localeCompare(JSON.stringify(b)));
-    return Object.freeze({
-      measureId: first.measureId,
-      key: first.key,
-      status: "valid",
-      sourceGroup: first.sourceGroup,
-      origin: first.origin,
-      ...(timing === "valuation-specific" ? { valuation: first.valuation! } : {}),
-      value: value.value,
-      deduplicated: validStaticCopies ? audited.length - 1 : 0,
-      sources: Object.freeze(sources),
-    });
-  }).sort((left, right) => `${left.measureId}\u0000${left.key}` < `${right.measureId}\u0000${right.key}` ? -1 : 1));
+  return snapshotDiagnosticJson(
+    [...cohorts.values()]
+      .map((cohort): ReconciledDiagnosticExposure => {
+        const first = cohort[0]!;
+        const timing = hasDiagnosticOwn(timingByMeasure, first.measureId)
+          ? timingByMeasure[first.measureId]
+          : undefined;
+        const audited = cohort
+          .map((item): DiagnosticExposureAuditObservation => ({
+            sourceGroup: item.sourceGroup,
+            origin: item.origin,
+            ...(item.valuation === undefined
+              ? {}
+              : { valuation: item.valuation }),
+            value: auditDiagnosticNumber(item.value),
+            complete: item.complete,
+            ...(item.source === undefined
+              ? {}
+              : { source: Object.freeze({ ...item.source }) }),
+          }))
+          .sort(observationOrder);
+        const issues: (
+          "missing" | "incomplete" | "non-finite" | "duplicate" | "conflict"
+        )[] = [];
+        if (audited.some((item) => item.value.status === "missing"))
+          issues.push("missing");
+        if (audited.some((item) => !item.complete)) issues.push("incomplete");
+        if (audited.some((item) => item.value.status === "non-finite"))
+          issues.push("non-finite");
+        if (timing === "valuation-specific" && audited.length > 1)
+          issues.push("duplicate");
+        if (audited.slice(1).some((item) => !equalAudit(audited[0]!, item)))
+          issues.push("conflict");
+        const validStaticCopies =
+          timing === "origin-static" && issues.length === 0;
+        if (issues.length > 0)
+          return Object.freeze({
+            measureId: first.measureId,
+            key: first.key,
+            status: "invalid",
+            issues: Object.freeze(issues),
+            value: null,
+            observations: Object.freeze(audited),
+          });
+        const value = audited[0]!.value;
+        if (value.status !== "observed")
+          throw new Error("unreachable invalid exposure state");
+        const sources = normalizeDiagnosticSourceLocations(
+          audited.map((item) => item.source),
+        );
+        return Object.freeze({
+          measureId: first.measureId,
+          key: first.key,
+          status: "valid",
+          sourceGroup: first.sourceGroup,
+          origin: first.origin,
+          ...(timing === "valuation-specific"
+            ? { valuation: first.valuation! }
+            : {}),
+          value: value.value,
+          deduplicated: validStaticCopies ? audited.length - 1 : 0,
+          sources: Object.freeze(sources),
+        });
+      })
+      .sort((left, right) => {
+        return (
+          compareDiagnosticIdentityValues(
+            [
+              left.measureId,
+              left.key,
+              left.status,
+              left.status === "invalid" ? left.issues : undefined,
+            ],
+            [
+              right.measureId,
+              right.key,
+              right.status,
+              right.status === "invalid" ? right.issues : undefined,
+            ],
+          ) || compareDiagnosticIdentityValues(left, right)
+        );
+      }),
+  );
 }