@mailwoman/match 4.8.1 → 4.10.0

package/out/clustering.d.ts

@@ -32,6 +32,24 @@ export interface ClusterOptions {
      * knob.
      */
     threshold: number;
+    /**
+     * How the above-threshold link graph resolves into clusters:
+     *
+     * - `"single"` (default) — connected components (union-find). Fast; ANY above-threshold link fuses
+     *   two groups, so a single weak link can over-merge unrelated records through a transitive
+     *   chain.
+     * - `"average"` — agglomerative average-linkage refinement WITHIN each connected component: two
+     *   sub-clusters merge only when the AVERAGE weight of the links between them clears the
+     *   threshold, so a lone weak bridge no longer fuses two otherwise-dense groups. The documented
+     *   over-merge fix (Dedupe). Falls back to single-linkage for any component larger than
+     *   {@link maxAverageLinkageComponent}.
+     */
+    linkage?: "single" | "average";
+    /**
+     * Components larger than this skip the O(k³) average-linkage refine and keep single-linkage.
+     * Default 64.
+     */
+    maxAverageLinkageComponent?: number;
 }
 /**
  * Cluster records into canonical entities by connected components of the above-threshold link

package/out/clustering.d.ts.map

@@ -1 +1 @@
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package/out/clustering.js

@@ -19,6 +19,47 @@
  *   over-merge risk is already damped: blocking keeps candidate sets local, so chains can't run
  *   across the whole dataset.
  */
+/**
+ * Refine one connected component by agglomerative average-linkage. Starts with every member a
+ * singleton and repeatedly merges the cluster pair with the highest _average_ inter-cluster link
+ * weight while that average is at or above `threshold`; clusters with no link between them never
+ * merge. O(k³) in the component size, so callers gate it on a size cap.
+ */
+function averageLinkageRefine(members, edges, threshold) {
+    const clusters = members.map((_, i) => [i]);
+    const crossAverage = (a, b) => {
+        const inA = new Set(a);
+        const inB = new Set(b);
+        let sum = 0;
+        let count = 0;
+        for (const [i, j, w] of edges) {
+            if ((inA.has(i) && inB.has(j)) || (inA.has(j) && inB.has(i))) {
+                sum += w;
+                count++;
+            }
+        }
+        return count > 0 ? sum / count : null;
+    };
+    for (;;) {
+        let bestAvg = -Infinity;
+        let bestPair = null;
+        for (let p = 0; p < clusters.length; p++) {
+            for (let q = p + 1; q < clusters.length; q++) {
+                const avg = crossAverage(clusters[p], clusters[q]);
+                if (avg !== null && avg > bestAvg) {
+                    bestAvg = avg;
+                    bestPair = [p, q];
+                }
+            }
+        }
+        if (!bestPair || bestAvg < threshold)
+            break;
+        const [p, q] = bestPair;
+        clusters[p] = clusters[p].concat(clusters[q]);
+        clusters.splice(q, 1);
+    }
+    return clusters.map((local) => local.map((i) => members[i]));
+}
 /**
  * Cluster records into canonical entities by connected components of the above-threshold link
  * graph. Every input record lands in exactly one cluster — a record with no qualifying link is a
@@ -56,14 +97,18 @@ export function cluster(records, links, opts) {
             rank[rx]++;
         }
     };
+    // Collect ALL valid links (not just above-threshold): connected components form from the
+    // above-threshold ones, but the average-linkage refinement needs the full sub-graph — a weak or
+    // disagreeing below-threshold edge between two sub-clusters is exactly what should pull them apart.
+    const allLinks = [];
     for (const link of links) {
-        if (link.weight < opts.threshold)
-            continue;
         const ia = index.get(link.a);
         const ib = index.get(link.b);
         if (ia === undefined || ib === undefined)
             continue;
-        union(ia, ib);
+        allLinks.push(link);
+        if (link.weight >= opts.threshold)
+            union(ia, ib);
     }
     const groups = new Map();
     records.forEach((record, i) => {
@@ -74,7 +119,33 @@ export function cluster(records, links, opts) {
         else
             groups.set(root, [record]);
     });
-    return [...groups.values()];
+    if (opts.linkage !== "average")
+        return [...groups.values()];
+    // Average-linkage refinement: split each component where its sub-clusters are joined only by a weak
+    // bridge (the average inter-cluster link weight, over ALL edges between them, falls below the threshold).
+    const maxComponent = opts.maxAverageLinkageComponent ?? 64;
+    const localOf = new Map(); // member → its index within its own group
+    for (const members of groups.values())
+        members.forEach((m, i) => localOf.set(m, i));
+    const groupEdges = new Map();
+    for (const link of allLinks) {
+        const root = find(index.get(link.a));
+        if (root !== find(index.get(link.b)))
+            continue; // cross-component edge — not part of any refinement
+        const list = groupEdges.get(root) ?? [];
+        list.push([localOf.get(link.a), localOf.get(link.b), link.weight]);
+        groupEdges.set(root, list);
+    }
+    const result = [];
+    for (const [root, members] of groups) {
+        if (members.length <= 1 || members.length > maxComponent) {
+            result.push(members);
+            continue;
+        }
+        for (const sub of averageLinkageRefine(members, groupEdges.get(root) ?? [], opts.threshold))
+            result.push(sub);
+    }
+    return result;
 }
 /**
  * Pick a cluster's most complete record as its canonical representative — the one with the fewest

package/out/clustering.js.map

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package/out/distance.d.ts

@@ -38,4 +38,36 @@ export declare function distanceComparison<R>(config: {
  * error.
  */
 export declare const DEFAULT_DISTANCE_LEVELS: ComparisonLevel[];
+/**
+ * The collapsed spatial-agreement comparison — ONE non-redundant geographic signal.
+ *
+ * The first matcher carried TWO spatial comparisons: canonical-address-key similarity AND
+ * great-circle distance. They double-count — an exact key match implies distance ≈ 0, so a
+ * co-located pair banked the same evidence twice, and the redundant vote is exactly what
+ * over-merges distinct providers at a shared clinic address. This folds them into one comparison:
+ *
+ * - **level 0 `same-key`** — an EXACT canonical-key match: the strongest tier, and the one the
+ *   inverse-address-frequency adjustment rides ({@link withTermFrequency} on level 0), so agreement
+ *   on a crowded shared key is down-weighted toward worthless while a rare one keeps full weight.
+ * - **levels 1…n** — great-circle distance buckets for pairs whose keys DIFFER, so "123 Main St" vs
+ *   "123 Main Street Apt 2" that geocode to the same rooftop still earns near-agreement (the
+ *   geo-first point of the whole design).
+ * - Keys differ and no usable coordinate → no evidence.
+ *
+ * Exactly one spatial vote, no redundancy. Pass {@link DEFAULT_SPATIAL_LEVELS} or your own; index 0
+ * must be the exact-key tier, indices 1…n the distance buckets nearest → far by `maxKm` (last =
+ * `far`).
+ */
+export declare function spatialComparison<R>(config: {
+    name: string;
+    key: (record: R) => string | null | undefined;
+    coordinate: (record: R) => LatLon | null | undefined;
+    levels: ComparisonLevel[];
+}): Comparison<R>;
+/**
+ * Default levels for {@link spatialComparison}: an exact same-key tier on top of the distance
+ * buckets. `m`/`u` are EM-estimable seeds (m decreasing, u increasing down the tiers; each column ≈
+ * sums to 1).
+ */
+export declare const DEFAULT_SPATIAL_LEVELS: ComparisonLevel[];
 //# sourceMappingURL=distance.d.ts.map

package/out/distance.d.ts.map

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package/out/distance.js

@@ -65,4 +65,59 @@ export const DEFAULT_DISTANCE_LEVELS = [
     { label: "same-area", maxKm: 5, m: 0.08, u: 0.2 },
     { label: "far", m: 0.02, u: 0.779 },
 ];
+/**
+ * The collapsed spatial-agreement comparison — ONE non-redundant geographic signal.
+ *
+ * The first matcher carried TWO spatial comparisons: canonical-address-key similarity AND
+ * great-circle distance. They double-count — an exact key match implies distance ≈ 0, so a
+ * co-located pair banked the same evidence twice, and the redundant vote is exactly what
+ * over-merges distinct providers at a shared clinic address. This folds them into one comparison:
+ *
+ * - **level 0 `same-key`** — an EXACT canonical-key match: the strongest tier, and the one the
+ *   inverse-address-frequency adjustment rides ({@link withTermFrequency} on level 0), so agreement
+ *   on a crowded shared key is down-weighted toward worthless while a rare one keeps full weight.
+ * - **levels 1…n** — great-circle distance buckets for pairs whose keys DIFFER, so "123 Main St" vs
+ *   "123 Main Street Apt 2" that geocode to the same rooftop still earns near-agreement (the
+ *   geo-first point of the whole design).
+ * - Keys differ and no usable coordinate → no evidence.
+ *
+ * Exactly one spatial vote, no redundancy. Pass {@link DEFAULT_SPATIAL_LEVELS} or your own; index 0
+ * must be the exact-key tier, indices 1…n the distance buckets nearest → far by `maxKm` (last =
+ * `far`).
+ */
+export function spatialComparison(config) {
+    const valid = (c) => !!c && Number.isFinite(c.latitude) && Number.isFinite(c.longitude);
+    return {
+        name: config.name,
+        levels: config.levels,
+        assess(a, b) {
+            const ka = config.key(a);
+            const kb = config.key(b);
+            if (ka && kb && ka.trim() && ka === kb)
+                return 0; // exact canonical-key match — one strong vote
+            const ca = config.coordinate(a);
+            const cb = config.coordinate(b);
+            if (!valid(ca) || !valid(cb))
+                return -1; // keys differ and no coordinate → no spatial evidence
+            const km = haversineKm(ca, cb);
+            for (let i = 1; i < config.levels.length; i++) {
+                if (km <= (config.levels[i].maxKm ?? Infinity))
+                    return i;
+            }
+            return config.levels.length - 1;
+        },
+    };
+}
+/**
+ * Default levels for {@link spatialComparison}: an exact same-key tier on top of the distance
+ * buckets. `m`/`u` are EM-estimable seeds (m decreasing, u increasing down the tiers; each column ≈
+ * sums to 1).
+ */
+export const DEFAULT_SPATIAL_LEVELS = [
+    { label: "same-key", m: 0.85, u: 0.01 },
+    { label: "same-building", maxKm: 0.05, m: 0.1, u: 0.02 },
+    { label: "same-block", maxKm: 0.5, m: 0.03, u: 0.05 },
+    { label: "same-area", maxKm: 5, m: 0.015, u: 0.2 },
+    { label: "far", m: 0.005, u: 0.72 },
+];
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package/out/gbt.d.ts

@@ -0,0 +1,49 @@
+/**
+ * @copyright Sister Software
+ * @license AGPL-3.0
+ * @author Teffen Ellis, et al.
+ *
+ *   Gradient-boosted shallow regression trees (logistic loss), pure-Node — the learned scorer #603
+ *   names: an offline-trained model (this trainer, or XGBoost/LightGBM exported to the same
+ *   {@link GBT} shape) plus a trivial evaluator, no new runtime dependency. It sits behind the
+ *   matcher's `scorer` hook to replace the Fellegi-Sunter link weight where labels (or a held-out
+ *   truth like an NPI) let a tree learn the over-merge signature the hand-weights miss.
+ *
+ *   This module is feature-agnostic: feature vectors are caller-defined `number[]` (the record
+ *   matcher builds them in `@mailwoman/registry`'s learned-scorer module — one-hot agreement levels
+ *   + interaction terms + corpus statistics). It only fits ({@link trainGBT}) and scores
+ *   ({@link gbtScore}). The trained {@link GBT} is plain JSON (`{trees, lr, base}`), so a model
+ *   trains offline once and ships as a data file.
+ */
+/** A trained tree: an internal split (feature `f` ≤ `thr` → `lo`, else `hi`) or a `leaf` value. */
+export type TreeNode = {
+    leaf: number;
+} | {
+    f: number;
+    thr: number;
+    lo: TreeNode;
+    hi: TreeNode;
+};
+/**
+ * Per-feature candidate split thresholds: midpoints for few-valued/binary features, quantiles for
+ * continuous.
+ */
+export declare function buildThresholds(X: number[][]): number[][];
+/** A trained gradient-boosted-tree model: an additive ensemble over a base log-odds. Plain JSON. */
+export interface GBT {
+    trees: TreeNode[];
+    lr: number;
+    base: number;
+}
+/** Hyperparameters for {@link trainGBT}. */
+export interface GBTOpts {
+    rounds: number;
+    depth: number;
+    lr: number;
+    minLeaf: number;
+}
+/** Gradient-boosted regression trees on logistic loss, with per-sample class weights `w`. */
+export declare function trainGBT(X: number[][], y: number[], w: number[], opts: GBTOpts): GBT;
+/** GBT score (logit) for one feature vector. Threshold-comparable like the FS weight. */
+export declare function gbtScore(m: GBT, x: number[]): number;
+//# sourceMappingURL=gbt.d.ts.map

package/out/gbt.d.ts.map

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package/out/gbt.js

@@ -0,0 +1,147 @@
+/**
+ * @copyright Sister Software
+ * @license AGPL-3.0
+ * @author Teffen Ellis, et al.
+ *
+ *   Gradient-boosted shallow regression trees (logistic loss), pure-Node — the learned scorer #603
+ *   names: an offline-trained model (this trainer, or XGBoost/LightGBM exported to the same
+ *   {@link GBT} shape) plus a trivial evaluator, no new runtime dependency. It sits behind the
+ *   matcher's `scorer` hook to replace the Fellegi-Sunter link weight where labels (or a held-out
+ *   truth like an NPI) let a tree learn the over-merge signature the hand-weights miss.
+ *
+ *   This module is feature-agnostic: feature vectors are caller-defined `number[]` (the record
+ *   matcher builds them in `@mailwoman/registry`'s learned-scorer module — one-hot agreement levels
+ *   + interaction terms + corpus statistics). It only fits ({@link trainGBT}) and scores
+ *   ({@link gbtScore}). The trained {@link GBT} is plain JSON (`{trees, lr, base}`), so a model
+ *   trains offline once and ships as a data file.
+ */
+const sigmoid = (z) => 1 / (1 + Math.exp(-Math.max(-30, Math.min(30, z))));
+/**
+ * Per-feature candidate split thresholds: midpoints for few-valued/binary features, quantiles for
+ * continuous.
+ */
+export function buildThresholds(X) {
+    const dim = X[0]?.length ?? 0;
+    const out = [];
+    for (let f = 0; f < dim; f++) {
+        const vals = X.map((r) => r[f]);
+        const uniq = [...new Set(vals)].sort((p, q) => p - q);
+        if (uniq.length <= 1) {
+            out.push([]);
+        }
+        else if (uniq.length <= 5) {
+            const t = [];
+            for (let k = 0; k < uniq.length - 1; k++)
+                t.push((uniq[k] + uniq[k + 1]) / 2);
+            out.push(t);
+        }
+        else {
+            const sorted = [...vals].sort((p, q) => p - q);
+            const t = [];
+            for (let q = 1; q <= 6; q++)
+                t.push(sorted[Math.floor((q / 7) * (sorted.length - 1))]);
+            out.push([...new Set(t)]);
+        }
+    }
+    return out;
+}
+/** Weighted SSE of target `g` over `rows` around their weighted mean. */
+function nodeSSE(rows, g, w) {
+    let wsum = 0;
+    let wg = 0;
+    for (const i of rows) {
+        wsum += w[i];
+        wg += w[i] * g[i];
+    }
+    const mean = wsum > 0 ? wg / wsum : 0;
+    let sse = 0;
+    for (const i of rows) {
+        const d = g[i] - mean;
+        sse += w[i] * d * d;
+    }
+    return sse;
+}
+/** Greedy depth-limited weighted regression tree on target `g` (the boosting residual). */
+function fitRegTree(rows, X, g, w, thresholds, depth, minLeaf) {
+    let wsum = 0;
+    let wg = 0;
+    for (const i of rows) {
+        wsum += w[i];
+        wg += w[i] * g[i];
+    }
+    const leaf = wsum > 0 ? wg / wsum : 0;
+    if (depth === 0 || rows.length < 2 * minLeaf)
+        return { leaf };
+    const parentSSE = nodeSSE(rows, g, w);
+    let bestGain = 1e-12;
+    let bestF = -1;
+    let bestThr = 0;
+    let bestLo = [];
+    let bestHi = [];
+    for (let f = 0; f < thresholds.length; f++) {
+        for (const thr of thresholds[f]) {
+            const lo = [];
+            const hi = [];
+            for (const i of rows)
+                (X[i][f] <= thr ? lo : hi).push(i);
+            if (lo.length < minLeaf || hi.length < minLeaf)
+                continue;
+            const gain = parentSSE - (nodeSSE(lo, g, w) + nodeSSE(hi, g, w));
+            if (gain > bestGain) {
+                bestGain = gain;
+                bestF = f;
+                bestThr = thr;
+                bestLo = lo;
+                bestHi = hi;
+            }
+        }
+    }
+    if (bestF < 0)
+        return { leaf };
+    return {
+        f: bestF,
+        thr: bestThr,
+        lo: fitRegTree(bestLo, X, g, w, thresholds, depth - 1, minLeaf),
+        hi: fitRegTree(bestHi, X, g, w, thresholds, depth - 1, minLeaf),
+    };
+}
+function predictTree(t, x) {
+    let n = t;
+    while ("f" in n)
+        n = x[n.f] <= n.thr ? n.lo : n.hi;
+    return n.leaf;
+}
+/** Gradient-boosted regression trees on logistic loss, with per-sample class weights `w`. */
+export function trainGBT(X, y, w, opts) {
+    const N = X.length;
+    const thresholds = buildThresholds(X);
+    const rowsAll = Array.from({ length: N }, (_, i) => i);
+    let wpos = 0;
+    let wtot = 0;
+    for (let i = 0; i < N; i++) {
+        wtot += w[i];
+        if (y[i] === 1)
+            wpos += w[i];
+    }
+    const base = Math.log((wpos + 1) / (wtot - wpos + 1)); // weighted base log-odds
+    const F = new Array(N).fill(base);
+    const trees = [];
+    for (let m = 0; m < opts.rounds; m++) {
+        const g = new Array(N);
+        for (let i = 0; i < N; i++)
+            g[i] = y[i] - sigmoid(F[i]); // negative gradient of logistic loss
+        const tree = fitRegTree(rowsAll, X, g, w, thresholds, opts.depth, opts.minLeaf);
+        for (let i = 0; i < N; i++)
+            F[i] += opts.lr * predictTree(tree, X[i]);
+        trees.push(tree);
+    }
+    return { trees, lr: opts.lr, base };
+}
+/** GBT score (logit) for one feature vector. Threshold-comparable like the FS weight. */
+export function gbtScore(m, x) {
+    let f = m.base;
+    for (const t of m.trees)
+        f += m.lr * predictTree(t, x);
+    return f;
+}
+//# sourceMappingURL=gbt.js.map

package/out/gbt.js.map

@@ -0,0 +1 @@
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package/out/index.d.ts

@@ -21,5 +21,6 @@ export * from "./comparators.js";
 export * from "./distance.js";
 export * from "./em.js";
 export * from "./fellegi-sunter.js";
+export * from "./gbt.js";
 export * from "./tf.js";
 //# sourceMappingURL=index.d.ts.map

package/out/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../index.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;GAgBG;AAEH,cAAc,eAAe,CAAA;AAC7B,cAAc,iBAAiB,CAAA;AAC/B,cAAc,kBAAkB,CAAA;AAChC,cAAc,eAAe,CAAA;AAC7B,cAAc,SAAS,CAAA;AACvB,cAAc,qBAAqB,CAAA;AACnC,cAAc,UAAU,CAAA;AACxB,cAAc,SAAS,CAAA"}

package/out/index.js

@@ -21,5 +21,6 @@ export * from "./comparators.js";
 export * from "./distance.js";
 export * from "./em.js";
 export * from "./fellegi-sunter.js";
+export * from "./gbt.js";
 export * from "./tf.js";
 //# sourceMappingURL=index.js.map

package/out/index.js.map

@@ -1 +1 @@
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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../index.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;GAgBG;AAEH,cAAc,eAAe,CAAA;AAC7B,cAAc,iBAAiB,CAAA;AAC/B,cAAc,kBAAkB,CAAA;AAChC,cAAc,eAAe,CAAA;AAC7B,cAAc,SAAS,CAAA;AACvB,cAAc,qBAAqB,CAAA;AACnC,cAAc,UAAU,CAAA;AACxB,cAAc,SAAS,CAAA"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mailwoman/match",
-  "version": "4.8.1",
+  "version": "4.10.0",
   "description": "The geocode-first record matcher: block → score → cluster. This first cut ships the string comparators (Jaro / Jaro-Winkler + an edit-distance fallback for compound surnames) that the Fellegi-Sunter scorer is built on.",
   "license": "AGPL-3.0-only",
   "repository": {