@llm-dev-ops/agentics-cli 2.1.5 → 2.4.0

package/dist/synthesis/financial-consistency-rules.js

@@ -0,0 +1,483 @@
+/**
+ * ADR-PIPELINE-067: Financial Consistency Rules (FCR-001..009)
+ *
+ * Pure functions over the output of financial-claim-extractor + an optional
+ * unit-economics manifest. Each rule returns zero or more Violation objects.
+ *
+ * Rule IDs:
+ *   FCR-001  Same scope + same kind across documents ⇒ numeric ranges must overlap
+ *   FCR-002  Pilot investment MUST be ≤ full-program investment
+ *   FCR-003  Phase-1 range MUST be a subset of full-program range
+ *   FCR-004  Every currency claim MUST have a non-unscoped scope
+ *   FCR-005  Timeline claims for the same scope MUST match within ±1 week
+ *   FCR-006  Savings + investment for the same scope MUST yield the ROI stated
+ *   FCR-007  When unit-economics manifest exists, top-line figures match ±1%
+ *   FCR-008  Pilot savings × (enterprise/pilot units) MUST equal enterprise savings ±5%
+ *   FCR-009  At most one "headline" figure per document
+ */
+import { EXPECTS_TAGS } from './financial-claim-extractor.js';
+import { findForbiddenSpinPhrases } from './forbidden-spin-phrases.js';
+// ============================================================================
+// Helpers
+// ============================================================================
+function anchorValue(claim) {
+    if (claim.pointValue !== undefined)
+        return claim.pointValue;
+    if (claim.rangeLow !== undefined)
+        return claim.rangeLow;
+    return 0;
+}
+function rangeOf(claim) {
+    if (claim.rangeLow !== undefined && claim.rangeHigh !== undefined) {
+        return [claim.rangeLow, claim.rangeHigh];
+    }
+    const v = claim.pointValue ?? 0;
+    return [v, v];
+}
+function rangesOverlap(a, b) {
+    return a[0] <= b[1] && b[0] <= a[1];
+}
+function isCurrencyClaim(c) {
+    return c.unit === 'USD';
+}
+function byKey(items, key) {
+    const out = new Map();
+    for (const item of items) {
+        const k = key(item);
+        const list = out.get(k) ?? [];
+        list.push(item);
+        out.set(k, list);
+    }
+    return out;
+}
+/**
+ * Two scopes are considered "same" for FCR-001 when they match exactly,
+ * or when both map to the pilot/phase-1 concept.
+ */
+function canonicalScope(scope) {
+    if (scope === 'phase-1')
+        return 'pilot';
+    return scope;
+}
+// ============================================================================
+// FCR-001 — Same scope + same kind across documents ⇒ ranges must overlap
+// ============================================================================
+function ruleFcr001(claims) {
+    const violations = [];
+    const currency = claims.filter(isCurrencyClaim);
+    const grouped = byKey(currency, c => `${canonicalScope(c.scope)}|${c.kind}`);
+    for (const [key, group] of grouped) {
+        if (group.length < 2)
+            continue;
+        const byDoc = byKey(group, c => c.document);
+        if (byDoc.size < 2)
+            continue;
+        // Compare each pair of documents' widest range.
+        const docEntries = Array.from(byDoc.entries()).map(([doc, list]) => {
+            const lows = [];
+            const highs = [];
+            for (const c of list) {
+                const [lo, hi] = rangeOf(c);
+                lows.push(lo);
+                highs.push(hi);
+            }
+            return {
+                document: doc,
+                low: Math.min(...lows),
+                high: Math.max(...highs),
+                claims: list,
+            };
+        });
+        for (let i = 0; i < docEntries.length; i++) {
+            for (let j = i + 1; j < docEntries.length; j++) {
+                const a = docEntries[i];
+                const b = docEntries[j];
+                if (!rangesOverlap([a.low, a.high], [b.low, b.high])) {
+                    violations.push({
+                        ruleId: 'FCR-001',
+                        severity: 'error',
+                        message: `[${key}] ${a.document} [$${a.low.toLocaleString()}–$${a.high.toLocaleString()}] does not overlap with ${b.document} [$${b.low.toLocaleString()}–$${b.high.toLocaleString()}]`,
+                        claims: [...a.claims, ...b.claims],
+                        suggestedFix: 'Reconcile figures — either widen the scope label on one side or relabel the divergent figure with the correct scope.',
+                    });
+                }
+            }
+        }
+    }
+    return violations;
+}
+// ============================================================================
+// FCR-002 — Pilot investment ≤ full-program investment
+// FCR-003 — Phase-1 range MUST be a subset of full-program range
+// ============================================================================
+function ruleFcr002and003(claims) {
+    const violations = [];
+    const investments = claims.filter(c => isCurrencyClaim(c) && c.kind === 'investment');
+    const pilots = investments.filter(c => c.scope === 'pilot' || c.scope === 'phase-1');
+    const fulls = investments.filter(c => c.scope === 'full-program');
+    if (pilots.length === 0 || fulls.length === 0)
+        return violations;
+    const fullHigh = Math.max(...fulls.map(c => rangeOf(c)[1]));
+    // FCR-002 — pilot must not exceed the full-program ceiling.
+    for (const pilot of pilots) {
+        const [pLow] = rangeOf(pilot);
+        if (pLow > fullHigh) {
+            violations.push({
+                ruleId: 'FCR-002',
+                severity: 'error',
+                message: `pilot investment ${pilot.rawText} exceeds full-program ceiling $${fullHigh.toLocaleString()}`,
+                claims: [pilot, ...fulls],
+                suggestedFix: 'Lower the pilot figure or correct the full-program range.',
+            });
+        }
+    }
+    // FCR-003 — the same numeric range must not appear with different scope
+    // labels across documents. This catches the OPERA regression where the
+    // executive summary labels $2.7M–$4.1M as (pilot) while the decision memo
+    // labels the identical range as (full-program).
+    const rangesApproxEqual = (a, b) => {
+        const [alo, ahi] = rangeOf(a);
+        const [blo, bhi] = rangeOf(b);
+        const loDelta = Math.abs(alo - blo) / Math.max(1, Math.max(alo, blo));
+        const hiDelta = Math.abs(ahi - bhi) / Math.max(1, Math.max(ahi, bhi));
+        return loDelta <= 0.1 && hiDelta <= 0.1;
+    };
+    for (const pilot of pilots) {
+        for (const full of fulls) {
+            if (pilot.document === full.document)
+                continue;
+            if (!rangesApproxEqual(pilot, full))
+                continue;
+            violations.push({
+                ruleId: 'FCR-003',
+                severity: 'error',
+                message: `${pilot.document} declares ${pilot.rawText} (${pilot.scope}) but ${full.document} labels the same range as (full-program)`,
+                claims: [pilot, full],
+                suggestedFix: "Relabel the pilot figure to '(full program)' if it covers the whole program, or split into distinct pilot + full-program lines.",
+            });
+        }
+    }
+    return violations;
+}
+// ============================================================================
+// FCR-004 — Every currency claim MUST have a non-unscoped scope
+// ============================================================================
+function ruleFcr004(claims) {
+    const unscoped = claims.filter(c => isCurrencyClaim(c) && c.scope === 'unscoped' && !c.tagged);
+    if (unscoped.length === 0)
+        return [];
+    // One violation per claim so callers can map it to a file:line
+    return unscoped.map(claim => ({
+        ruleId: 'FCR-004',
+        severity: 'error',
+        message: `${claim.document} line ${claim.line}: ${claim.rawText} has no scope label`,
+        claims: [claim],
+        suggestedFix: "Append a scope label in parens — e.g. '(pilot)' or '(full program)' — or add an HTML fcv:scope= tag.",
+    }));
+}
+// ============================================================================
+// FCR-005 — Timeline claims for the same scope match within ±1 week
+// ============================================================================
+const WEEK_IN_WEEKS = 1;
+function timelineToWeeks(c) {
+    const v = c.pointValue ?? 0;
+    if (c.unit === 'weeks')
+        return v;
+    if (c.unit === 'months')
+        return v * 4.34524;
+    if (c.unit === 'years')
+        return v * 52;
+    return v;
+}
+function ruleFcr005(claims) {
+    const violations = [];
+    const timelines = claims.filter(c => c.kind === 'timeline' && c.scope !== 'unscoped');
+    const grouped = byKey(timelines, c => canonicalScope(c.scope));
+    for (const [scope, group] of grouped) {
+        if (group.length < 2)
+            continue;
+        const byDoc = byKey(group, c => c.document);
+        if (byDoc.size < 2)
+            continue;
+        const weeksByDoc = Array.from(byDoc.entries()).map(([doc, list]) => ({
+            document: doc,
+            weeks: Math.max(...list.map(timelineToWeeks)),
+            claims: list,
+        }));
+        for (let i = 0; i < weeksByDoc.length; i++) {
+            for (let j = i + 1; j < weeksByDoc.length; j++) {
+                const a = weeksByDoc[i];
+                const b = weeksByDoc[j];
+                if (Math.abs(a.weeks - b.weeks) > WEEK_IN_WEEKS) {
+                    violations.push({
+                        ruleId: 'FCR-005',
+                        severity: 'error',
+                        message: `[${scope}] timeline mismatch: ${a.document} says ${Math.round(a.weeks)} weeks, ${b.document} says ${Math.round(b.weeks)} weeks`,
+                        claims: [...a.claims, ...b.claims],
+                        suggestedFix: 'Align timelines or split into distinct scopes (pilot vs. full program).',
+                    });
+                }
+            }
+        }
+    }
+    return violations;
+}
+// ============================================================================
+// FCR-006 — Savings ÷ investment ≈ ROI for the same scope (WARN)
+// ============================================================================
+function ruleFcr006(claims) {
+    const violations = [];
+    const byDoc = byKey(claims, c => c.document);
+    for (const [doc, docClaims] of byDoc) {
+        const investments = docClaims.filter(c => isCurrencyClaim(c) && c.kind === 'investment');
+        const savings = docClaims.filter(c => isCurrencyClaim(c) && c.kind === 'savings');
+        const rois = docClaims.filter(c => c.kind === 'roi' && c.unit === 'percent');
+        if (investments.length === 0 || savings.length === 0 || rois.length === 0)
+            continue;
+        // Use the largest investment and savings in this document.
+        const topInvest = investments.reduce((a, b) => (anchorValue(a) >= anchorValue(b) ? a : b));
+        const topSavings = savings.reduce((a, b) => (anchorValue(a) >= anchorValue(b) ? a : b));
+        const topRoi = rois.reduce((a, b) => ((a.pointValue ?? 0) >= (b.pointValue ?? 0) ? a : b));
+        const investVal = anchorValue(topInvest);
+        const savingsVal = anchorValue(topSavings);
+        if (investVal <= 0)
+            continue;
+        const computed = (savingsVal / investVal) * 100;
+        const stated = topRoi.pointValue ?? 0;
+        if (Math.abs(computed - stated) / Math.max(1, stated) > 0.5) {
+            violations.push({
+                ruleId: 'FCR-006',
+                severity: 'warn',
+                message: `${doc}: savings $${savingsVal.toLocaleString()} ÷ investment $${investVal.toLocaleString()} ≈ ${Math.round(computed)}% but document states ROI of ${stated}%`,
+                claims: [topInvest, topSavings, topRoi],
+                suggestedFix: 'Restate the ROI line or the underlying savings/investment figures so they reconcile.',
+            });
+        }
+    }
+    return violations;
+}
+// ============================================================================
+// FCR-007 — Match unit-economics manifest within ±1%
+// ============================================================================
+function ruleFcr007(claims, manifest) {
+    if (!manifest)
+        return [];
+    const tol = 0.01;
+    const violations = [];
+    const savings = claims.filter(c => isCurrencyClaim(c) && c.kind === 'savings');
+    const enterpriseSavings = savings.filter(c => c.scope === 'full-program');
+    const pilotSavings = savings.filter(c => c.scope === 'pilot' || c.scope === 'phase-1');
+    const checkAgainst = (printed, target, label) => {
+        for (const claim of printed) {
+            const [lo, hi] = rangeOf(claim);
+            const value = (lo + hi) / 2;
+            const delta = Math.abs(value - target) / Math.max(1, target);
+            if (delta > tol) {
+                violations.push({
+                    ruleId: 'FCR-007',
+                    severity: 'error',
+                    message: `${claim.document} ${label} ${claim.rawText} deviates from unit-economics.json ($${target.toLocaleString()}) by ${(delta * 100).toFixed(1)}% (tolerance ±1%)`,
+                    claims: [claim],
+                    suggestedFix: 'Regenerate the executive document or correct the unit-economics manifest so the two agree.',
+                });
+            }
+        }
+    };
+    checkAgainst(enterpriseSavings, manifest.annual_extrapolated_savings_usd, 'enterprise savings');
+    checkAgainst(pilotSavings, manifest.annual_measured_savings_usd, 'pilot savings');
+    return violations;
+}
+// ============================================================================
+// FCR-008 — Pilot × scope-ratio ≈ enterprise savings within ±5%
+// ============================================================================
+function ruleFcr008(claims, manifest) {
+    if (!manifest)
+        return [];
+    if (manifest.annual_measured_savings_usd <= 0)
+        return [];
+    const tol = 0.05;
+    const violations = [];
+    const manifestRatio = manifest.annual_extrapolated_savings_usd / manifest.annual_measured_savings_usd;
+    const savings = claims.filter(c => isCurrencyClaim(c) && c.kind === 'savings');
+    const byDoc = byKey(savings, c => c.document);
+    for (const [doc, docSavings] of byDoc) {
+        const pilot = docSavings.find(c => c.scope === 'pilot' || c.scope === 'phase-1');
+        const full = docSavings.find(c => c.scope === 'full-program');
+        if (!pilot || !full)
+            continue;
+        const pilotVal = anchorValue(pilot);
+        const fullVal = anchorValue(full);
+        if (pilotVal <= 0)
+            continue;
+        const ratio = fullVal / pilotVal;
+        const delta = Math.abs(ratio - manifestRatio) / Math.max(0.01, manifestRatio);
+        if (delta > tol) {
+            violations.push({
+                ruleId: 'FCR-008',
+                severity: 'error',
+                message: `${doc}: pilot→enterprise ratio ${ratio.toFixed(1)}× deviates from manifest scope ratio ${manifestRatio.toFixed(1)}× by ${(delta * 100).toFixed(1)}% (tolerance ±5%)`,
+                claims: [pilot, full],
+                suggestedFix: 'Align the printed figures with the manifest scope ratio or widen the extrapolation method explanation.',
+            });
+        }
+    }
+    return violations;
+}
+// ============================================================================
+// FCR-009 — At most one headline figure per document (WARN)
+// ============================================================================
+function ruleFcr009(claims) {
+    const violations = [];
+    const byDoc = byKey(claims, c => c.document);
+    for (const [doc, docClaims] of byDoc) {
+        const headlines = docClaims.filter(c => isCurrencyClaim(c) && c.kind === 'savings' && c.scope === 'full-program');
+        if (headlines.length <= 1)
+            continue;
+        // Collapse identical numbers (same anchor) before flagging — a doc that
+        // states "$30M/yr" twice isn't a problem, two *different* $30M and $4.1M
+        // headline figures is.
+        const distinct = new Set(headlines.map(c => Math.round(anchorValue(c))));
+        if (distinct.size <= 1)
+            continue;
+        violations.push({
+            ruleId: 'FCR-009',
+            severity: 'warn',
+            message: `${doc} has ${distinct.size} distinct full-program headline savings figures: ${[...distinct].map(v => '$' + v.toLocaleString()).join(' and ')}`,
+            claims: headlines,
+            suggestedFix: 'Pick one headline savings figure and demote the others to a pilot/phase-1 scope or a sensitivity range.',
+        });
+    }
+    return violations;
+}
+// ============================================================================
+// FCR-011 — Every money figure in EXPECTS_TAGS docs must be tagged (ADR-PIPELINE-073)
+// ============================================================================
+function ruleFcr011(claims) {
+    const violations = [];
+    for (const c of claims) {
+        if (!isCurrencyClaim(c))
+            continue;
+        if (!EXPECTS_TAGS.has(c.document))
+            continue;
+        if (c.tagged)
+            continue;
+        violations.push({
+            ruleId: 'FCR-011',
+            severity: 'error',
+            message: `${c.document} line ${c.line}: ${c.rawText} has no preceding fcv tag. ` +
+                'LLM synthesis may have stripped the authoritative scope label.',
+            claims: [c],
+            suggestedFix: 'Re-emit the document from the skeleton and ensure the LLM synthesis prompt preserves <!-- fcv:... --> comments verbatim (ADR-PIPELINE-073).',
+        });
+    }
+    return violations;
+}
+// ============================================================================
+// FCR-012 — fcv tag `doc=` field must match the enclosing document (ADR-PIPELINE-073)
+// ============================================================================
+function ruleFcr012(claims) {
+    const violations = [];
+    for (const c of claims) {
+        if (!c.tagged)
+            continue;
+        if (!c.docTag)
+            continue;
+        if (c.docTag === c.document)
+            continue;
+        violations.push({
+            ruleId: 'FCR-012',
+            severity: 'error',
+            message: `${c.document} line ${c.line}: fcv tag carries doc="${c.docTag}" but the figure lives in ${c.document}. ` +
+                'Cross-document tag contamination — LLM synthesis copy-pasted content with its tag attached.',
+            claims: [c],
+            suggestedFix: 'Relabel the tag\'s doc= field to match the enclosing document, or remove the figure entirely if it was copy-pasted from another doc.',
+        });
+    }
+    return violations;
+}
+function ruleFcr010(documents, consensus) {
+    if (!consensus || consensus.tier !== 'contested')
+        return [];
+    const violations = [];
+    for (const doc of documents) {
+        const findings = findForbiddenSpinPhrases(doc.content);
+        if (findings.length === 0)
+            continue;
+        for (const f of findings) {
+            const claim = {
+                document: doc.document,
+                section: '(spin scan)',
+                kind: 'investment',
+                scope: 'unscoped',
+                unit: 'USD',
+                rawText: f.rawText,
+                line: f.line,
+                tagged: false,
+            };
+            violations.push({
+                ruleId: 'FCR-010',
+                severity: 'error',
+                message: `${doc.document} line ${f.line}: forbidden spin phrase "${f.rawText}" — ${f.note} (consensus is contested at agreement ${consensus.agreementLevelPct}%, precision ${consensus.precisionConfidencePct}%)`,
+                claims: [claim],
+                suggestedFix: 'Remove the phrase or relabel the document — under contested consensus the executive narrative must NOT minimize dissent.',
+            });
+        }
+    }
+    return violations;
+}
+export function runConsistencyRules(input) {
+    const { claims, manifest = null, documents = [], consensus = null } = input;
+    return [
+        ...ruleFcr001(claims),
+        ...ruleFcr002and003(claims),
+        ...ruleFcr004(claims),
+        ...ruleFcr005(claims),
+        ...ruleFcr006(claims),
+        ...ruleFcr007(claims, manifest),
+        ...ruleFcr008(claims, manifest),
+        ...ruleFcr009(claims),
+        ...ruleFcr010(documents, consensus),
+        ...ruleFcr011(claims),
+        ...ruleFcr012(claims),
+    ];
+}
+// Exported for unit tests so individual rules can be exercised in isolation.
+export const __internal = {
+    ruleFcr001,
+    ruleFcr002and003,
+    ruleFcr004,
+    ruleFcr005,
+    ruleFcr006,
+    ruleFcr007,
+    ruleFcr008,
+    ruleFcr009,
+    ruleFcr010,
+    ruleFcr011,
+    ruleFcr012,
+};
+// Back-compat alias for callers that only need the counts.
+export function countViolations(vs) {
+    let errors = 0;
+    let warnings = 0;
+    for (const v of vs) {
+        if (v.severity === 'error')
+            errors++;
+        else
+            warnings++;
+    }
+    return { errors, warnings };
+}
+// Keep a helper so the runner can prefix per-document warnings easily.
+export function violationsByDocument(vs) {
+    const out = new Map();
+    for (const v of vs) {
+        for (const c of v.claims) {
+            const list = out.get(c.document) ?? [];
+            if (!list.includes(v))
+                list.push(v);
+            out.set(c.document, list);
+        }
+    }
+    return out;
+}
+//# sourceMappingURL=financial-consistency-rules.js.map

package/dist/synthesis/financial-consistency-rules.js.map

@@ -0,0 +1 @@
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package/dist/synthesis/financial-consistency-runner.d.ts

@@ -0,0 +1,73 @@
+/**
+ * ADR-PIPELINE-067: Financial Consistency Runner
+ *
+ * Orchestrates the extract → rules → report pipeline. Writes a structured
+ * violations report to the run directory, prepends a warning header to any
+ * affected markdown document, and escalates to a hard failure under
+ * AGENTICS_STRICT_FCV=true.
+ */
+import { type FinancialClaim, type FinancialClaimDocument } from './financial-claim-extractor.js';
+import { type Violation } from './financial-consistency-rules.js';
+import type { UnitEconomics } from '../pipeline/types.js';
+import type { ConsensusSnapshot } from './consensus-tiers.js';
+export interface InputDocument {
+    readonly kind: FinancialClaimDocument;
+    readonly path: string;
+    readonly content: string;
+}
+export interface ConsistencyReport {
+    readonly run_id: string;
+    readonly generated_at: string;
+    readonly passed: boolean;
+    readonly strict: boolean;
+    readonly totals: {
+        errors: number;
+        warnings: number;
+    };
+    readonly violations: readonly ReportViolation[];
+    readonly documents_scanned: number;
+    readonly claims_extracted: number;
+}
+export interface ReportViolation {
+    readonly rule_id: string;
+    readonly severity: 'error' | 'warn';
+    readonly message: string;
+    readonly suggested_fix?: string;
+    readonly claims: readonly ReportClaim[];
+}
+export interface ReportClaim {
+    readonly document: FinancialClaimDocument;
+    readonly section: string;
+    readonly kind: string;
+    readonly scope: string;
+    readonly line: number;
+    readonly rawText: string;
+}
+export declare class FinancialConsistencyError extends Error {
+    readonly code: string;
+    constructor(message: string, code?: string);
+}
+export interface RunOptions {
+    readonly documents: readonly InputDocument[];
+    readonly runDir: string;
+    readonly runId?: string;
+    readonly manifest?: UnitEconomics | null;
+    /** Optional consensus snapshot — required for FCR-010 (ADR-PIPELINE-071). */
+    readonly consensus?: ConsensusSnapshot | null;
+    /** Override for testing. Defaults to AGENTICS_STRICT_FCV env check. */
+    readonly strict?: boolean;
+    /** When true, write affected documents back with a warning header. */
+    readonly annotateDocuments?: boolean;
+}
+export interface RunResult {
+    readonly report: ConsistencyReport;
+    readonly reportPath: string;
+    readonly violations: readonly Violation[];
+    readonly claims: readonly FinancialClaim[];
+}
+/**
+ * Run the extractor + rules against a set of documents and write the report.
+ * Returns the structured result so callers can log, annotate, or branch.
+ */
+export declare function runConsistencyCheck(options: RunOptions): RunResult;
+//# sourceMappingURL=financial-consistency-runner.d.ts.map

package/dist/synthesis/financial-consistency-runner.d.ts.map

@@ -0,0 +1 @@
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