@uwmd/core 1.1.0

package/dist/calc/builtins.js

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+// Tier-3 Calc Host — built-in function implementations.
+// Signatures and semantics per UW_PROTOCOL_v1.md §VIII.3.
+import { CalcError } from './errors.js';
+function asNumberOrNull(v, fnName) {
+    if (v === null)
+        return null;
+    if (typeof v === 'number')
+        return v;
+    throw new CalcError('CALC-TYPE-001', `${fnName}: expected number or null, got ${typeof v}.`);
+}
+function asNumber(v, fnName) {
+    if (typeof v === 'number')
+        return v;
+    throw new CalcError('CALC-TYPE-001', `${fnName}: expected number, got ${v === null ? 'null' : typeof v}.`);
+}
+export const BUILTINS = Object.freeze({
+    // sum(...nums) — nulls treated as 0.
+    sum(args) {
+        let acc = 0;
+        for (const a of args) {
+            const n = asNumberOrNull(a, 'sum');
+            acc += n ?? 0;
+        }
+        return acc;
+    },
+    // avg(...nums) — null if no non-null inputs.
+    avg(args) {
+        let acc = 0;
+        let count = 0;
+        for (const a of args) {
+            const n = asNumberOrNull(a, 'avg');
+            if (n !== null) {
+                acc += n;
+                count++;
+            }
+        }
+        return count === 0 ? null : acc / count;
+    },
+    min(args) {
+        let best = null;
+        for (const a of args) {
+            const n = asNumberOrNull(a, 'min');
+            if (n === null)
+                continue;
+            best = best === null || n < best ? n : best;
+        }
+        return best;
+    },
+    max(args) {
+        let best = null;
+        for (const a of args) {
+            const n = asNumberOrNull(a, 'max');
+            if (n === null)
+                continue;
+            best = best === null || n > best ? n : best;
+        }
+        return best;
+    },
+    // coalesce(...args) — first non-null.
+    coalesce(args) {
+        for (const a of args)
+            if (a !== null)
+                return a;
+        return null;
+    },
+    // if(cond, then, else)
+    if(args) {
+        if (args.length !== 3) {
+            throw new CalcError('CALC-TYPE-001', `if: expected 3 arguments, got ${args.length}.`);
+        }
+        const cond = args[0];
+        if (typeof cond !== 'boolean') {
+            throw new CalcError('CALC-TYPE-001', `if: condition must be boolean, got ${cond === null ? 'null' : typeof cond}.`);
+        }
+        return cond ? args[1] : args[2];
+    },
+    // round(num, dec) — half-away-from-zero.
+    round(args) {
+        if (args.length !== 2) {
+            throw new CalcError('CALC-TYPE-001', `round: expected 2 arguments, got ${args.length}.`);
+        }
+        const num = args[0];
+        const dec = args[1];
+        if (num === null)
+            return null;
+        const n = asNumber(num, 'round');
+        const d = asNumber(dec, 'round');
+        if (!Number.isInteger(d)) {
+            throw new CalcError('CALC-TYPE-001', `round: decimals must be integer, got ${d}.`);
+        }
+        const factor = 10 ** d;
+        // Half-away-from-zero (Math.round in JS is half-up for positives, half-down for negatives).
+        const sign = n < 0 ? -1 : 1;
+        return sign * Math.floor(Math.abs(n) * factor + 0.5) / factor;
+    },
+    // pmt(rate, n, pv) — standard mortgage payment formula.
+    // Returns the *positive* periodic payment for a present value pv at periodic rate.
+    pmt(args) {
+        if (args.length !== 3) {
+            throw new CalcError('CALC-TYPE-001', `pmt: expected 3 arguments (rate, n, pv), got ${args.length}.`);
+        }
+        const rate = asNumber(args[0], 'pmt');
+        const n = asNumber(args[1], 'pmt');
+        const pv = asNumber(args[2], 'pmt');
+        if (n === 0) {
+            throw new CalcError('CALC-TYPE-001', 'pmt: n must be > 0.');
+        }
+        if (rate === 0)
+            return pv / n;
+        return (pv * rate) / (1 - (1 + rate) ** -n);
+    },
+    // npv(rate, ...flows) — flow at index 0 is at t=0 (undiscounted).
+    npv(args) {
+        if (args.length < 2) {
+            throw new CalcError('CALC-TYPE-001', `npv: expected (rate, ...flows), got ${args.length} args.`);
+        }
+        const rate = asNumber(args[0], 'npv');
+        let acc = 0;
+        for (let t = 0; t < args.length - 1; t++) {
+            const flow = asNumber(args[t + 1], 'npv');
+            acc += flow / (1 + rate) ** t;
+        }
+        return acc;
+    },
+    // ─── Math builtins ──────────────────────────────────────────────────────────
+    // abs(num) — null propagates.
+    abs(args) {
+        if (args.length !== 1) {
+            throw new CalcError('CALC-TYPE-001', `abs: expected 1 argument, got ${args.length}.`);
+        }
+        const n = asNumberOrNull(args[0], 'abs');
+        return n === null ? null : Math.abs(n);
+    },
+    // floor(num) — null propagates.
+    floor(args) {
+        if (args.length !== 1) {
+            throw new CalcError('CALC-TYPE-001', `floor: expected 1 argument, got ${args.length}.`);
+        }
+        const n = asNumberOrNull(args[0], 'floor');
+        return n === null ? null : Math.floor(n);
+    },
+    // ceil(num) — null propagates.
+    ceil(args) {
+        if (args.length !== 1) {
+            throw new CalcError('CALC-TYPE-001', `ceil: expected 1 argument, got ${args.length}.`);
+        }
+        const n = asNumberOrNull(args[0], 'ceil');
+        return n === null ? null : Math.ceil(n);
+    },
+    // sqrt(num) — null propagates; negative input → CALC-TYPE-001.
+    sqrt(args) {
+        if (args.length !== 1) {
+            throw new CalcError('CALC-TYPE-001', `sqrt: expected 1 argument, got ${args.length}.`);
+        }
+        const n = asNumberOrNull(args[0], 'sqrt');
+        if (n === null)
+            return null;
+        if (n < 0) {
+            throw new CalcError('CALC-TYPE-001', `sqrt: negative input ${n} produces non-real result.`);
+        }
+        return Math.sqrt(n);
+    },
+    // pow(base, exp) — null propagates.
+    pow(args) {
+        if (args.length !== 2) {
+            throw new CalcError('CALC-TYPE-001', `pow: expected 2 arguments, got ${args.length}.`);
+        }
+        const base = asNumberOrNull(args[0], 'pow');
+        const exp = asNumberOrNull(args[1], 'pow');
+        if (base === null || exp === null)
+            return null;
+        const r = base ** exp;
+        if (!Number.isFinite(r)) {
+            throw new CalcError('CALC-TYPE-001', `pow: result is not finite (${base}^${exp}).`);
+        }
+        return r;
+    },
+    // log(num) — natural log; null propagates; non-positive → CALC-TYPE-001.
+    log(args) {
+        if (args.length !== 1) {
+            throw new CalcError('CALC-TYPE-001', `log: expected 1 argument, got ${args.length}.`);
+        }
+        const n = asNumberOrNull(args[0], 'log');
+        if (n === null)
+            return null;
+        if (n <= 0) {
+            throw new CalcError('CALC-TYPE-001', `log: input must be positive, got ${n}.`);
+        }
+        return Math.log(n);
+    },
+    // exp(num) — null propagates.
+    exp(args) {
+        if (args.length !== 1) {
+            throw new CalcError('CALC-TYPE-001', `exp: expected 1 argument, got ${args.length}.`);
+        }
+        const n = asNumberOrNull(args[0], 'exp');
+        if (n === null)
+            return null;
+        const r = Math.exp(n);
+        if (!Number.isFinite(r)) {
+            throw new CalcError('CALC-TYPE-001', `exp: result is not finite (exp(${n})).`);
+        }
+        return r;
+    },
+    // ─── Financial builtins ─────────────────────────────────────────────────────
+    // fv(rate, n, pmt, pv?) — future value of a series of equal payments + initial pv.
+    // Sign convention: returns the *positive* future value of pv invested at `rate`
+    // with `pmt` deposits per period. Mirrors Excel's FV with type=0 (end of period)
+    // but without Excel's signed convention.
+    fv(args) {
+        if (args.length < 3 || args.length > 4) {
+            throw new CalcError('CALC-TYPE-001', `fv: expected (rate, n, pmt[, pv]), got ${args.length} args.`);
+        }
+        const rate = asNumber(args[0], 'fv');
+        const n = asNumber(args[1], 'fv');
+        const pmt = asNumber(args[2], 'fv');
+        const pv = args[3] === undefined ? 0 : asNumber(args[3], 'fv');
+        if (rate === 0)
+            return pv + pmt * n;
+        const growth = (1 + rate) ** n;
+        return pv * growth + pmt * (growth - 1) / rate;
+    },
+    // pv(rate, n, pmt, fv?) — present value of a series of equal payments + future value.
+    // Inverse of fv: returns the lump-sum today equivalent to receiving `pmt` per
+    // period for `n` periods at `rate`, plus a final `fv` payoff.
+    pv(args) {
+        if (args.length < 3 || args.length > 4) {
+            throw new CalcError('CALC-TYPE-001', `pv: expected (rate, n, pmt[, fv]), got ${args.length} args.`);
+        }
+        const rate = asNumber(args[0], 'pv');
+        const n = asNumber(args[1], 'pv');
+        const pmt = asNumber(args[2], 'pv');
+        const fv = args[3] === undefined ? 0 : asNumber(args[3], 'pv');
+        if (rate === 0)
+            return pmt * n + fv;
+        const discount = (1 + rate) ** -n;
+        return pmt * (1 - discount) / rate + fv * discount;
+    },
+    // nper(rate, pmt, pv, fv?) — number of periods to pay down pv with pmt payments.
+    // Unsigned convention matching pmt(): pv > 0 is the loan balance, pmt > 0 is
+    // the periodic payment, fv (default 0) is the residual balloon.
+    // Closed-form: pv*(1+r)^n - pmt*((1+r)^n - 1)/r = fv  →
+    //              n = log((pmt - fv*r) / (pmt - pv*r)) / log(1+r).
+    // Throws CALC-TYPE-001 if the equation has no real solution.
+    nper(args) {
+        if (args.length < 3 || args.length > 4) {
+            throw new CalcError('CALC-TYPE-001', `nper: expected (rate, pmt, pv[, fv]), got ${args.length} args.`);
+        }
+        const rate = asNumber(args[0], 'nper');
+        const pmt = asNumber(args[1], 'nper');
+        const pv = asNumber(args[2], 'nper');
+        const fv = args[3] === undefined ? 0 : asNumber(args[3], 'nper');
+        if (rate === 0) {
+            if (pmt === 0) {
+                throw new CalcError('CALC-TYPE-001', 'nper: pmt must be non-zero when rate is zero.');
+            }
+            return (pv - fv) / pmt;
+        }
+        const num = pmt - fv * rate;
+        const den = pmt - pv * rate;
+        if (den === 0 || num / den <= 0) {
+            throw new CalcError('CALC-TYPE-001', 'nper: no real solution for the given inputs.');
+        }
+        return Math.log(num / den) / Math.log(1 + rate);
+    },
+    // irr(...flows) — bisection + Newton fallback. Null if no real root.
+    irr(args) {
+        if (args.length < 2) {
+            throw new CalcError('CALC-TYPE-001', 'irr: requires at least 2 cash flows.');
+        }
+        const flows = args.map((a, _i) => asNumber(a, 'irr'));
+        // Newton-Raphson starting at 0.1.
+        const npvAt = (r) => {
+            let acc = 0;
+            for (let t = 0; t < flows.length; t++)
+                acc += flows[t] / (1 + r) ** t;
+            return acc;
+        };
+        const dnpvAt = (r) => {
+            let acc = 0;
+            for (let t = 1; t < flows.length; t++)
+                acc += -t * flows[t] / (1 + r) ** (t + 1);
+            return acc;
+        };
+        let r = 0.1;
+        const MAX_ITER = 100;
+        const TOL = 1e-9;
+        for (let i = 0; i < MAX_ITER; i++) {
+            const f = npvAt(r);
+            if (!Number.isFinite(f))
+                break;
+            if (Math.abs(f) < TOL)
+                return r;
+            const df = dnpvAt(r);
+            if (df === 0 || !Number.isFinite(df))
+                break;
+            const next = r - f / df;
+            if (!Number.isFinite(next) || next <= -1)
+                break;
+            if (Math.abs(next - r) < TOL)
+                return next;
+            r = next;
+        }
+        // Fallback: bisection over [-0.999, 10].
+        let lo = -0.999;
+        let hi = 10;
+        let flo = npvAt(lo);
+        let fhi = npvAt(hi);
+        if (!Number.isFinite(flo) || !Number.isFinite(fhi) || flo * fhi > 0) {
+            throw new CalcError('CALC-IRR-DIVERGE', 'irr: no root in [-99.9%, 1000%] bracket.');
+        }
+        for (let i = 0; i < 200; i++) {
+            const mid = (lo + hi) / 2;
+            const fmid = npvAt(mid);
+            if (Math.abs(fmid) < TOL || (hi - lo) / 2 < TOL)
+                return mid;
+            if (flo * fmid < 0) {
+                hi = mid;
+                fhi = fmid;
+            }
+            else {
+                lo = mid;
+                flo = fmid;
+            }
+        }
+        throw new CalcError('CALC-IRR-DIVERGE', 'irr: failed to converge after 200 iterations.');
+    },
+});
+//# sourceMappingURL=builtins.js.map

package/dist/calc/builtins.js.map

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package/dist/calc/dependencies.d.ts

@@ -0,0 +1,34 @@
+import type { Expr } from './parser.js';
+import type { ParsedUWFile } from '../types.js';
+import type { ModuleManifest } from '../protocol.js';
+export interface DependencyGraph {
+    /** calc id → set of input field paths it reads */
+    outputs: Map<string, Set<string>>;
+    /** input field path → set of calc ids that read it */
+    inputs: Map<string, Set<string>>;
+    /** calc id → original formula string */
+    formulas: Map<string, string>;
+}
+/**
+ * Walk an Expr AST and return the unique set of `path` and `ident`
+ * references — every "leaf" the formula reads. Identifiers are
+ * returned as-is (e.g. `purchase_price`); paths are joined with dots
+ * (e.g. `noi_model.net_operating_income`).
+ */
+export declare function getExprDependencies(expr: Expr): string[];
+export interface ExtractDependencyGraphOptions {
+    /** Calc packs to include. Default: caller passes [MULTIFAMILY_PACK] explicitly. */
+    packs?: ModuleManifest[];
+    /** Whether to include `parsed.custom_calculations[]`. Default: true. */
+    includeCustomCalculations?: boolean;
+}
+/**
+ * Build the full dependency graph for a parsed file: every calc declared in
+ * the supplied packs plus every entry in `parsed.custom_calculations` that
+ * carries a `formula` string.
+ *
+ * Invalid formulas are skipped silently — the graph is descriptive, not
+ * prescriptive. Callers that want strict failure should pre-validate.
+ */
+export declare function extractDependencyGraph(parsed: ParsedUWFile, options?: ExtractDependencyGraphOptions): DependencyGraph;
+//# sourceMappingURL=dependencies.d.ts.map

package/dist/calc/dependencies.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"dependencies.d.ts","sourceRoot":"","sources":["../../src/calc/dependencies.ts"],"names":[],"mappings":"AAWA,OAAO,KAAK,EAAE,IAAI,EAAE,MAAM,aAAa,CAAC;AAExC,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,aAAa,CAAC;AAChD,OAAO,KAAK,EAAE,cAAc,EAAkB,MAAM,gBAAgB,CAAC;AAErE,MAAM,WAAW,eAAe;IAC9B,kDAAkD;IAClD,OAAO,EAAE,GAAG,CAAC,MAAM,EAAE,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC;IAClC,sDAAsD;IACtD,MAAM,EAAE,GAAG,CAAC,MAAM,EAAE,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC;IACjC,wCAAwC;IACxC,QAAQ,EAAE,GAAG,CAAC,MAAM,EAAE,MAAM,CAAC,CAAC;CAC/B;AAED;;;;;GAKG;AACH,wBAAgB,mBAAmB,CAAC,IAAI,EAAE,IAAI,GAAG,MAAM,EAAE,CAIxD;AA+BD,MAAM,WAAW,6BAA6B;IAC5C,mFAAmF;IACnF,KAAK,CAAC,EAAE,cAAc,EAAE,CAAC;IACzB,wEAAwE;IACxE,yBAAyB,CAAC,EAAE,OAAO,CAAC;CACrC;AAED;;;;;;;GAOG;AACH,wBAAgB,sBAAsB,CACpC,MAAM,EAAE,YAAY,EACpB,OAAO,GAAE,6BAAkC,GAC1C,eAAe,CAyCjB"}

package/dist/calc/dependencies.js

@@ -0,0 +1,101 @@
+// Dependency graph extraction for calc formulas.
+// Spec: UW_PROTOCOL_v1.md §X.4 (refinement engine inputs)
+//
+// Walks the AST of every calc formula and emits the set of input field paths
+// it reads. Used by refinement.ts to compute value-of-information rankings:
+// which gap, if filled, would tighten the most outputs?
+//
+// Descriptive, not prescriptive: a formula that references a non-existent
+// path is still recorded — the graph reflects what the formula says, not
+// what the file currently has.
+import { parseExpression } from './parser.js';
+/**
+ * Walk an Expr AST and return the unique set of `path` and `ident`
+ * references — every "leaf" the formula reads. Identifiers are
+ * returned as-is (e.g. `purchase_price`); paths are joined with dots
+ * (e.g. `noi_model.net_operating_income`).
+ */
+export function getExprDependencies(expr) {
+    const out = new Set();
+    walk(expr, out);
+    return [...out];
+}
+function walk(expr, acc) {
+    switch (expr.kind) {
+        case 'literal':
+            return;
+        case 'ident':
+            acc.add(expr.name);
+            return;
+        case 'path':
+            acc.add([expr.head, ...expr.segments].join('.'));
+            return;
+        case 'call':
+            // Function name is not a dependency; arguments are.
+            for (const a of expr.args)
+                walk(a, acc);
+            return;
+        case 'unary':
+            walk(expr.operand, acc);
+            return;
+        case 'binary':
+            walk(expr.left, acc);
+            walk(expr.right, acc);
+            return;
+        case 'cond':
+            walk(expr.test, acc);
+            walk(expr.consequent, acc);
+            walk(expr.else, acc);
+            return;
+    }
+}
+/**
+ * Build the full dependency graph for a parsed file: every calc declared in
+ * the supplied packs plus every entry in `parsed.custom_calculations` that
+ * carries a `formula` string.
+ *
+ * Invalid formulas are skipped silently — the graph is descriptive, not
+ * prescriptive. Callers that want strict failure should pre-validate.
+ */
+export function extractDependencyGraph(parsed, options = {}) {
+    const outputs = new Map();
+    const inputs = new Map();
+    const formulas = new Map();
+    const decls = [];
+    for (const pack of options.packs ?? []) {
+        for (const c of pack.calculations ?? [])
+            decls.push(c);
+    }
+    if (options.includeCustomCalculations !== false) {
+        for (const block of parsed.custom_calculations) {
+            const content = block.content;
+            const id = (content.id ?? content.calc_id);
+            const formula = content.formula;
+            if (typeof id === 'string' && typeof formula === 'string') {
+                decls.push({ id, label: id, formula, deterministic: true });
+            }
+        }
+    }
+    for (const decl of decls) {
+        let deps;
+        try {
+            const ast = parseExpression(decl.formula);
+            deps = getExprDependencies(ast);
+        }
+        catch {
+            // Bad formula — skip; refinement engine will note it via diagnostics.
+            continue;
+        }
+        formulas.set(decl.id, decl.formula);
+        const set = outputs.get(decl.id) ?? new Set();
+        for (const d of deps) {
+            set.add(d);
+            const rev = inputs.get(d) ?? new Set();
+            rev.add(decl.id);
+            inputs.set(d, rev);
+        }
+        outputs.set(decl.id, set);
+    }
+    return { outputs, inputs, formulas };
+}
+//# sourceMappingURL=dependencies.js.map

package/dist/calc/dependencies.js.map

@@ -0,0 +1 @@
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package/dist/calc/errors.d.ts

@@ -0,0 +1,8 @@
+import type { ProtocolError } from '../protocol.js';
+export type CalcErrorCode = 'CALC-PARSE-001' | 'CALC-RESOLVE-001' | 'CALC-TYPE-001' | 'CALC-DIV-ZERO' | 'CALC-IRR-DIVERGE' | 'CALC-LIMIT-001';
+export declare function calcError(code: CalcErrorCode, message: string, pointer?: string): ProtocolError;
+export declare class CalcError extends Error {
+    readonly proto: ProtocolError;
+    constructor(code: CalcErrorCode, message: string, pointer?: string);
+}
+//# sourceMappingURL=errors.d.ts.map

package/dist/calc/errors.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"errors.d.ts","sourceRoot":"","sources":["../../src/calc/errors.ts"],"names":[],"mappings":"AAGA,OAAO,KAAK,EAAE,aAAa,EAAE,MAAM,gBAAgB,CAAC;AAEpD,MAAM,MAAM,aAAa,GACrB,gBAAgB,GAChB,kBAAkB,GAClB,eAAe,GACf,eAAe,GACf,kBAAkB,GAClB,gBAAgB,CAAC;AAErB,wBAAgB,SAAS,CAAC,IAAI,EAAE,aAAa,EAAE,OAAO,EAAE,MAAM,EAAE,OAAO,CAAC,EAAE,MAAM,GAAG,aAAa,CAO/F;AAED,qBAAa,SAAU,SAAQ,KAAK;IAClC,QAAQ,CAAC,KAAK,EAAE,aAAa,CAAC;gBAClB,IAAI,EAAE,aAAa,EAAE,OAAO,EAAE,MAAM,EAAE,OAAO,CAAC,EAAE,MAAM;CAInE"}

package/dist/calc/errors.js

@@ -0,0 +1,18 @@
+// Tier-3 Calc Host — error factory
+// Codes per UW_PROTOCOL_v1.md §VIII.5.
+export function calcError(code, message, pointer) {
+    return {
+        category: 'calc',
+        code,
+        message,
+        ...(pointer ? { pointer } : {}),
+    };
+}
+export class CalcError extends Error {
+    proto;
+    constructor(code, message, pointer) {
+        super(`[${code}] ${message}`);
+        this.proto = calcError(code, message, pointer);
+    }
+}
+//# sourceMappingURL=errors.js.map

package/dist/calc/errors.js.map

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package/dist/calc/evaluator.d.ts

@@ -0,0 +1,5 @@
+import type { CalcEvaluationContext } from '../protocol.js';
+import { type CalcValue } from './builtins.js';
+import type { Expr } from './parser.js';
+export declare function evaluate(expr: Expr, ctx: CalcEvaluationContext): CalcValue;
+//# sourceMappingURL=evaluator.d.ts.map

package/dist/calc/evaluator.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"evaluator.d.ts","sourceRoot":"","sources":["../../src/calc/evaluator.ts"],"names":[],"mappings":"AAIA,OAAO,KAAK,EAAE,qBAAqB,EAAE,MAAM,gBAAgB,CAAC;AAC5D,OAAO,EAAY,KAAK,SAAS,EAAE,MAAM,eAAe,CAAC;AAEzD,OAAO,KAAK,EAAE,IAAI,EAAE,MAAM,aAAa,CAAC;AAQxC,wBAAgB,QAAQ,CAAC,IAAI,EAAE,IAAI,EAAE,GAAG,EAAE,qBAAqB,GAAG,SAAS,CAG1E"}