@uwmd/core 1.7.0 → 1.9.0

package/dist/types.d.ts

@@ -8,7 +8,12 @@ export type DealStage = 'scope' | 'screening' | 'term_sheet' | 'full_underwrite'
  * 'agent/L6-01', 'document/rent_roll'). Free-form strings remain valid for
  * forward compat; this union enumerates the canonical values.
  *
- * Cascade-resolved values use the lower seven tags below; see protocol §IX.
+ * **RFC 0031 split the field.** `_meta.source` is now actor-only
+ * (`manual | agent/<id> | document/<id> | system/<id> | institution/<id>`);
+ * the resolution-method tags below belong in `_meta.resolution`. A canonical
+ * tag found in `_meta.source` is interpreted at read time as `resolution`
+ * (with the actor treated as absent) and warns under `SRC-02`. See protocol
+ * §V.3/§V.7 and format spec §2.6.
  */
 export type SourceTag = 'user_input' | 'user_override' | 'manual'
 /**
@@ -26,7 +31,48 @@ export type SourceTag = 'user_input' | 'user_override' | 'manual'
  * recognize this tag MUST NOT rewrite it to `user_input`.
  */
  | 'market_data_accepted' | 'ai_extracted' | 'agent_computed' | 'asset_class_default' | 'scenario_default' | 'global_default' | 'system_default' | (string & {});
+/**
+ * The full set of canonical short-form source tags. As of RFC 0031 these are
+ * the **resolution-method** vocabulary — producers stamp them into
+ * `_meta.resolution` (a tag found in `_meta.source` is legacy and is
+ * interpreted as `resolution` at read time). Eight of these match
+ * `CascadeStep` 1:1; the rest are non-cascade tags — `manual`,
+ * `ai_extracted`, `agent_computed`, `scenario_default`, and
+ * `market_data_accepted`.
+ *
+ * `market_data_accepted` (RFC 0022 §4) is deliberately *not* a cascade step:
+ * it is an in-file value of record that resolves at the `user_input` step
+ * while keeping its own tag, because a value accepted for lack of better
+ * evidence must stay distinguishable from one someone typed in.
+ *
+ * `scenario_default` is retained but its meaning is sharpened to mean
+ * "value derived from a named scenario in the file or institution
+ * config." Producers needing a generic fallback SHOULD use
+ * `system_default` instead.
+ *
+ * Actor patterns (`manual`, `agent/L6-01`, `document/rent_roll`, …) are a
+ * separate vocabulary — see `ACTOR_NAMESPACES` / `parseActorSource` in
+ * `protocol.ts`.
+ */
+export declare const SOURCE_TAGS: readonly ["user_input", "user_override", "manual", "inherited_assumption", "investor_profile", "market_data", "market_data_accepted", "ai_extracted", "agent_computed", "asset_class_default", "scenario_default", "global_default", "system_default"];
+export type CanonicalSourceTag = (typeof SOURCE_TAGS)[number];
 export type AssetClass = 'multifamily' | 'office' | 'retail' | 'industrial' | 'self_storage' | 'hospitality' | 'mixed_use' | 'senior_housing' | 'student_housing' | 'land';
+/**
+ * An asset class as it may appear in a document: a builtin, or a
+ * module-declared custom identifier (RFC 0003, protocol §X.2).
+ *
+ * Deliberately separate from {@link AssetClass}, which stays a closed union.
+ * Folding custom ids into `AssetClass` would collapse it to `string` and take
+ * `ASSET_CLASS_MEMBERS`, every pack and layout lookup's narrowing, and the
+ * §XIII / §5.1 class tables down with it. Anything that needs a *builtin*
+ * still asks for `AssetClass`; this type is for the boundary — frontmatter and
+ * module declarations — where a custom class is legal.
+ *
+ * The `(string & {})` arm keeps editor autocomplete on the builtin members
+ * while accepting any identifier; `parseAssetClass` is what actually validates
+ * one.
+ */
+export type UWAssetClassId = AssetClass | (string & {});
 /**
  * Every v1 asset class, as a runtime list. Derived from {@link AssetClass} via
  * {@link ASSET_CLASS_MEMBERS}, so it is exactly the union — no more, no less.
@@ -40,7 +86,16 @@ export interface UWFieldOverride {
     /** Dot-notated path relative to the block's content root (e.g. "units[7].current_rent"). */
     path: string;
     confidence?: ConfidenceLevel;
+    /** Actor override for this field (RFC 0031 actor grammar; legacy tags are
+     *  read as `resolution` — see §2.6 read-time interpretation). */
     source?: SourceTag;
+    /**
+     * How this field's value was resolved (a canonical `SOURCE_TAGS` member,
+     * e.g. the cascade step that produced it — protocol §V.7 permits stamping
+     * at leaf level). A leaf-level `resolution` wins over the block-level one
+     * for its path. RFC 0031.
+     */
+    resolution?: SourceTag;
     reason?: 'illegible' | 'missing' | 'overridden' | 'estimated' | 'computed';
     note?: string;
 }
@@ -48,7 +103,20 @@ export interface UWMeta {
     section: string;
     version: number;
     superseded: boolean;
+    /**
+     * Who wrote the block — `manual` or `<namespace>/<id>` with a registered
+     * actor namespace (RFC 0031; grammar in format spec §2.6, authority in
+     * protocol §V.3). Legacy canonical tags in this field are interpreted as
+     * `resolution` at read time and warn under `SRC-02`.
+     */
     source: SourceTag;
+    /**
+     * How the block's value was resolved — one canonical `SOURCE_TAGS` member
+     * (`user_input`, `asset_class_default`, …). Optional and orthogonal to
+     * `source`: an agent that filled a field from the asset-class default table
+     * has both an actor and a method. RFC 0031; protocol §V.7.
+     */
+    resolution?: SourceTag;
     agent_id: string | null;
     agent_version: string | null;
     actor: string;
@@ -87,10 +155,20 @@ export interface UWMeta {
      * in that chain MUST.
      */
     parent_hash?: string | null;
+    /**
+     * Detached signature over this block's signing input (protocol §V.11,
+     * RFC 0010). Optional and opaque to core: the wire shape is normative here,
+     * but the cryptography lives in `@uwmd/signing` so that the library stays
+     * dependency-free for the overwhelming majority of adopters who never sign.
+     *
+     * Excluded from `content_hash` canonicalization along with `content_hash`
+     * itself, so stamping a signature does not invalidate the hash it covers.
+     */
+    signature?: UWBlockSignature;
     /**
      * Which observation set a `market_data_accepted` value was promoted from
-     * (RFC 0022 §4). REQUIRED whenever `source` is `market_data_accepted`, and
-     * meaningless otherwise.
+     * (RFC 0022 §4). REQUIRED whenever `resolution` (or, pre-split, `source`)
+     * is `market_data_accepted`, and meaningless otherwise.
      *
      * Without it, "accepted from market data" is an unfalsifiable claim: a
      * reviewer could see the tag but never recover *which* observations, of which
@@ -99,12 +177,42 @@ export interface UWMeta {
     market_data_ref?: MarketDataRef;
     /**
      * Which ancestor asserted an `inherited_assumption` value (RFC 0021 §5).
-     * REQUIRED whenever `source` is `inherited_assumption`, and meaningless
+     * REQUIRED whenever `resolution` (or, pre-split, `source`) is
+     * `inherited_assumption`, and meaningless
      * otherwise — an inherited value with no named ancestor is indistinguishable
      * from an ambient default, which is exactly what §5 forbids.
      */
     inherited_from?: InheritedFrom;
 }
+/**
+ * A detached signature over a block's signing input (protocol §V.11).
+ *
+ * What it covers is deliberately narrow — `content_hash`, `section`, `actor`,
+ * `timestamp`, `kid`, `signed_at` — and deliberately excludes `parent_hash`.
+ * Signing is per-block authorship; chain integrity is the separate
+ * `content_hash`/`parent_hash` mechanism. Coupling them would make re-rooting a
+ * chain after a merge invalidate every prior signature, which is a legitimate
+ * edit destroying evidence it has no business touching.
+ */
+export interface UWBlockSignature {
+    /** Algorithm identifier. Closed set at protocol 1.x; see §V.11. */
+    alg: UWSignatureAlgorithm;
+    /** Opaque key identifier the verifier looks up in its own key store. */
+    kid: string;
+    /** Base64url-encoded (unpadded) signature bytes. */
+    sig: string;
+    /**
+     * ISO 8601 instant the signature was produced. MAY differ from
+     * `_meta.timestamp` — a block edited offline is signed when re-uploaded.
+     */
+    signed_at: string;
+    /** Signing-protocol version. Absent means `"1"`. */
+    v?: string;
+}
+/** The algorithms protocol 1.x admits for `_meta.signature.alg`. */
+export type UWSignatureAlgorithm = 'ed25519' | 'es256' | 'es384';
+/** Runtime mirror of {@link UWSignatureAlgorithm}, for validation. */
+export declare const UW_SIGNATURE_ALGORITHMS: readonly UWSignatureAlgorithm[];
 /** Identity and digest of the ancestor that asserted an inherited value. */
 export interface InheritedFrom {
     document_id: string;
@@ -176,7 +284,18 @@ export interface UWFrontmatter {
     city: string;
     state: string;
     zip: string;
-    asset_class: AssetClass;
+    /**
+     * Builtin, or a module-declared custom identifier (RFC 0003). A namespaced
+     * value obliges the file to name its modules in `modules` — see
+     * `declaredModuleDependencies`.
+     */
+    asset_class: UWAssetClassId;
+    /**
+     * Display locale the file was authored in (RFC 0001). Absent = `en-US`.
+     * Governs chat/summary/report display only; content stays canonical and
+     * locale-free. An unregistered value is LOC-01 and refuses display renders.
+     */
+    locale?: string;
     asset_subtype?: string | null;
     loan_type?: string | null;
     scenario?: string | null;

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package/dist/types.js

@@ -1,5 +1,43 @@
 // .uw.md format — TypeScript type definitions
 // Spec: UW_FORMAT_SPEC_v1.md v1.1
+/**
+ * The full set of canonical short-form source tags. As of RFC 0031 these are
+ * the **resolution-method** vocabulary — producers stamp them into
+ * `_meta.resolution` (a tag found in `_meta.source` is legacy and is
+ * interpreted as `resolution` at read time). Eight of these match
+ * `CascadeStep` 1:1; the rest are non-cascade tags — `manual`,
+ * `ai_extracted`, `agent_computed`, `scenario_default`, and
+ * `market_data_accepted`.
+ *
+ * `market_data_accepted` (RFC 0022 §4) is deliberately *not* a cascade step:
+ * it is an in-file value of record that resolves at the `user_input` step
+ * while keeping its own tag, because a value accepted for lack of better
+ * evidence must stay distinguishable from one someone typed in.
+ *
+ * `scenario_default` is retained but its meaning is sharpened to mean
+ * "value derived from a named scenario in the file or institution
+ * config." Producers needing a generic fallback SHOULD use
+ * `system_default` instead.
+ *
+ * Actor patterns (`manual`, `agent/L6-01`, `document/rent_roll`, …) are a
+ * separate vocabulary — see `ACTOR_NAMESPACES` / `parseActorSource` in
+ * `protocol.ts`.
+ */
+export const SOURCE_TAGS = Object.freeze([
+    'user_input',
+    'user_override',
+    'manual',
+    'inherited_assumption',
+    'investor_profile',
+    'market_data',
+    'market_data_accepted',
+    'ai_extracted',
+    'agent_computed',
+    'asset_class_default',
+    'scenario_default',
+    'global_default',
+    'system_default',
+]);
 /**
  * Exhaustiveness anchor for {@link AssetClass}.
  *
@@ -34,6 +72,12 @@ const ASSET_CLASS_MEMBERS = {
  * `spec/UW_FORMAT_SPEC_v1.md` and `spec/schemas/`, not an independent registry.
  */
 export const ASSET_CLASSES = Object.freeze(Object.keys(ASSET_CLASS_MEMBERS));
+/** Runtime mirror of {@link UWSignatureAlgorithm}, for validation. */
+export const UW_SIGNATURE_ALGORITHMS = Object.freeze([
+    'ed25519',
+    'es256',
+    'es384',
+]);
 export const DEFAULT_THRESHOLDS = {
     dscr: { error_below: 1.0, warning_below: 1.2 },
     ltv: { warning_above: 0.75, error_above: 0.85 },

package/dist/types.js.map

@@ -1 +1 @@
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package/dist/validator.d.ts

@@ -1,4 +1,4 @@
-import type { ParsedUWFile, ValidationMessage, ValidationResult, FinancialThresholds, DealStage } from './types.js';
+import type { ParsedUWFile, ValidationMessage, ValidationResult, FinancialThresholds, AssetClass, DealStage } from './types.js';
 import type { IssueRemediation, IncompleteDataPolicy } from './protocol.js';
 export declare function lookupRemediation(code: string): IssueRemediation | undefined;
 /**
@@ -20,9 +20,33 @@ export declare const STAGE_REQUIREMENTS: Record<DealStage, StageRequirement>;
  * Legacy helper that returns just the section-list portion of a stage's
  * requirements. Preserved for callers that pre-date the widened
  * `StageRequirement` shape; new code SHOULD consult `STAGE_REQUIREMENTS`
- * directly.
+ * directly (or `requiredSectionsFor` when the asset class is known).
  */
 export declare function getRequiredSections(stage: DealStage): readonly string[];
+/**
+ * Per-class adjustments to the base stage lists (format spec §5.1 class
+ * overlays, RFC 0029). Exhaustive by design: only `land` and `mixed_use`
+ * diverge structurally — every other class reuses the base sections with
+ * class-appropriate payloads (hospitality's `rent_roll` carries
+ * keys/ADR/segmentation), so reuse needs no entry here.
+ *
+ * `exempt` removes a requirement outright; `substitute` replaces it with
+ * another section that is then *required* in its place.
+ */
+export declare const STAGE_SECTION_OVERLAYS: Partial<Record<AssetClass, {
+    exempt?: readonly string[];
+    substitute?: Readonly<Record<string, string>>;
+}>>;
+/**
+ * The sections a declared stage requires of a document of the given asset
+ * class: the base list with the class overlay applied. A substitute that
+ * replaces more than one section appears once. An unrecognized class — or
+ * none — takes the base list verbatim. Both consumers of stage completeness
+ * (`stage_readiness` and `DQ-06`) resolve through this one function, so the
+ * booleans and the issues stream can never disagree about what a stage
+ * requires.
+ */
+export declare function requiredSectionsFor(stage: DealStage, assetClass?: string): readonly string[];
 export declare function validateUWFile(parsed: ParsedUWFile, thresholdOverrides?: Partial<FinancialThresholds>): ValidationResult;
 interface DataQualityOptions {
     policies?: readonly IncompleteDataPolicy[];

package/dist/validator.d.ts.map

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