@uwmd/core 1.7.0 → 1.9.0

package/dist/lease-up.js

@@ -0,0 +1,196 @@
+// Lease-up schedule — state-and-verify trajectory (RFC 0008, UW_FORMAT_SPEC §4.25).
+//
+// A deal states the period-by-period path from current to stabilized rents —
+// natural turnover on a value-add, or an absorption curve on ground-up — plus
+// the assumption set that drives it and a stabilized summary. This module
+// recomputes each stated aggregate over a FIXED, CLOSED vocabulary and reports
+// a three-state verdict, the same shape as `verifyCapitalStack` and
+// `verifyRollup` (RFC 0026 pattern).
+//
+// This deliberately does NOT touch the Tier-3 calc engine. The schedule is
+// stated data, not formulas: a variable-length period array is not addressable
+// by a pack formula (no iteration, RFC 0019 §1), but a deterministic TypeScript
+// verifier walks it directly. Structural rules (period grammar, monotonicity,
+// empty schedules) are validator errors (`LU-01`…`LU-04`, validator.ts), not
+// verifier findings — structure is validation, arithmetic is verification.
+// Browser-safe; performs no I/O.
+import { getSection, deepGet } from './parser.js';
+import { resolveDealSize } from './protocol.js';
+// ─── Quantization ────────────────────────────────────────────────────────────
+/**
+ * The decimal quantum each figure family is compared at (protocol §VIII.5
+ * posture: both sides quantize at the same boundary). Currency to cents; rates
+ * to 4 places, like the capital-stack sizing table. Exported so an emitting
+ * surface quantizes where this verifier does rather than keeping its own copy.
+ */
+export const LEASE_UP_VERIFY_DECIMALS = Object.freeze({
+    currency: 2,
+    rate: 4,
+    sf: 2,
+});
+/**
+ * The relative tolerance CC-15 allows between the schedule's final period /
+ * stabilized summary and `noi_model`'s stabilized figures (2%). Deliberate,
+ * not softness: unlike CC-01 (one number restated in two places, exact), the
+ * trajectory endpoint and the stabilized-year projection are two different
+ * models of stabilization, and demanding exact agreement would force
+ * producers to hand-tune one to echo the other — destroying the
+ * independent-model signal the check exists to read (RFC 0008).
+ */
+export const LEASE_UP_STABILIZED_TOLERANCE = 0.02;
+function roundTo(value, decimals) {
+    const f = 10 ** decimals;
+    return Math.round(value * f) / f;
+}
+function isNum(v) {
+    return typeof v === 'number' && Number.isFinite(v);
+}
+// ─── Verification ────────────────────────────────────────────────────────────
+/**
+ * Recompute every stated aggregate and report a three-state verdict:
+ *   - a figure disagrees beyond its quantum → `failed`
+ *   - a figure reads an input the document does not supply → `unverifiable`
+ *   - otherwise → `verified`
+ *
+ * The closed recompute vocabulary (§4.25):
+ *   - per period: `net_cash_flow` = `rent_revenue + concessions + ti_lc_capex`
+ *     (all stated; a missing component is `unverifiable` for that row)
+ *   - `stabilized_summary.occupied_sf` against the final period's
+ *   - `stabilized_summary.occupancy_rate` = final `occupied_sf` ÷ `ctx.total_sf`
+ *
+ * A `verified` schedule means the stated figures follow deterministically from
+ * the stated rows. It does not mean the trajectory is achievable.
+ */
+export function verifyLeaseUpSchedule(schedule, ctx) {
+    const issues = [];
+    const rows = schedule.schedule ?? [];
+    for (const row of rows) {
+        if (!isNum(row.net_cash_flow))
+            continue; // nothing stated, nothing to verify
+        if (!isNum(row.rent_revenue) || !isNum(row.concessions) || !isNum(row.ti_lc_capex)) {
+            issues.push({
+                code: 'LU-UNEVALUABLE',
+                severity: 'indeterminate',
+                period: row.period,
+                message: `Period ${row.period} states net_cash_flow but omits a component (rent_revenue, concessions, ti_lc_capex), so it cannot be verified.`,
+            });
+            continue;
+        }
+        const dp = LEASE_UP_VERIFY_DECIMALS.currency;
+        const recomputed = roundTo(row.rent_revenue + row.concessions + row.ti_lc_capex, dp);
+        const stated = roundTo(row.net_cash_flow, dp);
+        if (stated !== recomputed) {
+            issues.push({
+                code: 'LU-NCF-DISAGREES',
+                severity: 'failure',
+                period: row.period,
+                message: `Period ${row.period} states net_cash_flow ${row.net_cash_flow} but the components sum to ${recomputed}.`,
+                expected: String(stated),
+                actual: String(recomputed),
+            });
+        }
+    }
+    const summary = schedule.stabilized_summary;
+    const final = rows.length > 0 ? rows[rows.length - 1] : undefined;
+    if (summary && final) {
+        if (isNum(summary.occupied_sf)) {
+            if (!isNum(final.occupied_sf)) {
+                issues.push({
+                    code: 'LU-UNEVALUABLE',
+                    severity: 'indeterminate',
+                    message: `stabilized_summary states occupied_sf but the final period (${final.period}) does not, so it cannot be verified.`,
+                });
+            }
+            else {
+                const dp = LEASE_UP_VERIFY_DECIMALS.sf;
+                const stated = roundTo(summary.occupied_sf, dp);
+                const recomputed = roundTo(final.occupied_sf, dp);
+                if (stated !== recomputed) {
+                    issues.push({
+                        code: 'LU-SUMMARY-DISAGREES',
+                        severity: 'failure',
+                        message: `stabilized_summary.occupied_sf states ${summary.occupied_sf} but the final period (${final.period}) states ${final.occupied_sf}.`,
+                        expected: String(stated),
+                        actual: String(recomputed),
+                    });
+                }
+            }
+        }
+        if (isNum(summary.occupancy_rate)) {
+            const sf = isNum(final.occupied_sf) ? final.occupied_sf : summary.occupied_sf;
+            if (!isNum(sf) || ctx.total_sf === null || ctx.total_sf === 0) {
+                issues.push({
+                    code: 'LU-UNEVALUABLE',
+                    severity: 'indeterminate',
+                    message: 'stabilized_summary states occupancy_rate but no square-foot denominator resolves through the size-intensive registry (Protocol §XIII), so it cannot be verified.',
+                });
+            }
+            else {
+                const dp = LEASE_UP_VERIFY_DECIMALS.rate;
+                const stated = roundTo(summary.occupancy_rate, dp);
+                const recomputed = roundTo(sf / ctx.total_sf, dp);
+                if (stated !== recomputed) {
+                    issues.push({
+                        code: 'LU-SUMMARY-DISAGREES',
+                        severity: 'failure',
+                        message: `stabilized_summary.occupancy_rate states ${summary.occupancy_rate} but ${sf} ÷ ${ctx.total_sf} recomputes to ${recomputed}.`,
+                        expected: String(stated),
+                        actual: String(recomputed),
+                    });
+                }
+            }
+        }
+    }
+    if (issues.some((i) => i.severity === 'failure')) {
+        return { verdict: 'failed', issues };
+    }
+    if (issues.some((i) => i.severity === 'indeterminate')) {
+        return { verdict: 'unverifiable', issues };
+    }
+    return { verdict: 'verified', issues };
+}
+/**
+ * Pull the occupancy denominator from a parsed document through the Protocol
+ * §XIII size-intensive registry — which is what the registry exists for. Only
+ * a `sqft`-unit primary size is a valid denominator for `occupied_sf`; a
+ * keys/units/beds class resolves to `null`, which makes `occupancy_rate`
+ * `unverifiable` rather than dimensionally wrong. A multifamily document that
+ * states its secondary `total_nra_sqft` supplies the denominator that way.
+ */
+export function leaseUpContext(parsed) {
+    const size = resolveDealSize(parsed);
+    if (size && size.unit === 'sqft')
+        return { total_sf: size.quantity };
+    // Secondary sqft fields (Protocol §XIII secondary lists) still denominate.
+    const property = getSection(parsed, 'property');
+    if (property) {
+        for (const path of ['total_nra_sqft', 'rentable_square_feet', 'net_rentable_square_feet']) {
+            const v = deepGet(property.content, path);
+            if (isNum(v) && v > 0)
+                return { total_sf: v };
+        }
+    }
+    return { total_sf: null };
+}
+// ─── Period grammar (shared with the validator) ──────────────────────────────
+const QUARTER_RE = /^(\d{4})-Q([1-4])$/;
+const MONTH_RE = /^(\d{4})-(0[1-9]|1[0-2])$/;
+/**
+ * A period's ordinal on its granularity's axis, or `null` when the string is
+ * outside the grammar for that granularity. Consecutive periods differ by
+ * exactly 1, which is what makes the validator's gap-free check (`LU-02`) a
+ * subtraction rather than a calendar library.
+ */
+export function leaseUpPeriodOrdinal(period, granularity) {
+    if (granularity === 'quarterly') {
+        const m = QUARTER_RE.exec(period);
+        if (!m)
+            return null;
+        return Number(m[1]) * 4 + (Number(m[2]) - 1);
+    }
+    const m = MONTH_RE.exec(period);
+    if (!m)
+        return null;
+    return Number(m[1]) * 12 + (Number(m[2]) - 1);
+}
+//# sourceMappingURL=lease-up.js.map

package/dist/lease-up.js.map

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package/dist/migrate-source-tags.d.ts

@@ -0,0 +1,34 @@
+/** Result of migrating one document. */
+export interface SourceTagMigration {
+    content: string;
+    /** Number of blocks whose `_meta` changed. */
+    changed: number;
+    /** Sources the mapping did not recognize, left in place. */
+    unmapped: string[];
+}
+interface ActorAndResolution {
+    source: string;
+    resolution?: string;
+}
+/**
+ * Map one legacy `_meta.source` value. Returns null when the value is already
+ * well-formed (actor grammar) or unknown to the mapping.
+ *
+ * `agentId` — the block's `_meta.agent_id`, consulted for method-only tags
+ * that an agent stamped (`ai_extracted`, `agent_computed`), so the actor is
+ * recovered from the block instead of invented.
+ */
+export declare function mapLegacySource(source: string, agentId?: string | null): ActorAndResolution | null;
+/**
+ * Migrate every section block of a structured `.uwx.md` / legacy `.uw.md`
+ * document. Bytes outside migrated blocks are preserved exactly; a migrated
+ * block is re-serialized with 2-space indentation (the corpus convention) and
+ * its fence `source=` mirror updated to the new actor.
+ *
+ * Blocks carrying `content_hash` are refused (reported via `unmapped` as
+ * `<source> [content_hash]`) rather than silently invalidating an integrity
+ * chain — re-stamping a hashed chain is a deliberate act, not a codemod.
+ */
+export declare function migrateSourceTags(content: string): SourceTagMigration;
+export {};
+//# sourceMappingURL=migrate-source-tags.d.ts.map

package/dist/migrate-source-tags.d.ts.map

@@ -0,0 +1 @@
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package/dist/migrate-source-tags.js

@@ -0,0 +1,179 @@
+// RFC 0031 — `uwmd migrate --source-tags`: rewrite legacy `_meta.source`
+// values into the actor / resolution split.
+//
+// The mapping is total over every source the corpus measurement surfaced
+// (RFC 0031 §"Measured against our own corpus") and mechanical: a canonical
+// SOURCE_TAGS value moves to `_meta.resolution` and the actor field is filled
+// from what the block itself records (agent_id where present, `manual` for
+// user-entered methods, `system/uwmd` for engine-resolved ones); retired
+// colon forms swap delimiter into their namespace; bare words map per the
+// table below. A source the mapping does not know is left untouched and
+// reported, never guessed at.
+import { SOURCE_TAGS } from './types.js';
+import { parseActorSource } from './protocol.js';
+const CANONICAL = new Set(SOURCE_TAGS);
+/** Sanitize an id into the actor grammar's id charset. */
+function sanitizeId(raw) {
+    const cleaned = raw.replace(/[^A-Za-z0-9._-]+/g, '-').replace(/^[^A-Za-z0-9]+/, '');
+    return cleaned.length > 0 ? cleaned : 'unspecified';
+}
+/**
+ * Map one legacy `_meta.source` value. Returns null when the value is already
+ * well-formed (actor grammar) or unknown to the mapping.
+ *
+ * `agentId` — the block's `_meta.agent_id`, consulted for method-only tags
+ * that an agent stamped (`ai_extracted`, `agent_computed`), so the actor is
+ * recovered from the block instead of invented.
+ */
+export function mapLegacySource(source, agentId) {
+    if (parseActorSource(source).kind !== 'invalid')
+        return null; // already well-formed
+    // Canonical resolution tags in the actor field: the tag becomes
+    // `resolution`; the actor is recovered from what the tag itself implies.
+    if (CANONICAL.has(source)) {
+        const resolution = source;
+        if (source === 'user_input' || source === 'user_override') {
+            return { source: 'manual', resolution };
+        }
+        if (source === 'ai_extracted' || source === 'agent_computed') {
+            return { source: agentId ? `agent/${sanitizeId(agentId)}` : 'agent/unattributed', resolution };
+        }
+        // Engine-resolved methods: the reference resolver wrote the block.
+        return { source: 'system/uwmd', resolution };
+    }
+    // Retired colon forms — delimiter swap into the owning namespace.
+    const colon = /^(agent|wizard|engine|import|market|profile|scenario|user):(.*)$/.exec(source);
+    if (colon) {
+        const id = sanitizeId(colon[2] ?? '');
+        switch (colon[1]) {
+            case 'agent': return { source: `agent/${id}` };
+            case 'engine': return { source: `system/${id}` };
+            case 'import': return { source: `document/${id}` };
+            case 'market': return { source: `system/${id}`, resolution: 'market_data' };
+            case 'profile': return { source: 'system/investor-profile', resolution: 'investor_profile' };
+            case 'scenario': return { source: 'system/scenarios', resolution: 'scenario_default' };
+            case 'wizard': return { source: 'manual', resolution: 'user_input' };
+            case 'user':
+                return colon[2] === 'override'
+                    ? { source: 'manual', resolution: 'user_override' }
+                    : { source: 'manual', resolution: 'user_input' };
+        }
+    }
+    // Bare words the corpus measurement surfaced.
+    switch (source) {
+        case 'user': return { source: 'manual' };
+        case 'wizard': return { source: 'manual', resolution: 'user_input' };
+        case 'extractor': return { source: 'system/extractor', resolution: 'ai_extracted' };
+        case 'engine': return { source: 'system/engine' };
+        case 'system': return { source: 'system/unspecified' };
+    }
+    // Bancroft layer ids stamped bare (`L6`, `L6-01`).
+    if (/^L\d+(-\d+)?[a-b]?$/i.test(source))
+        return { source: `agent/${sanitizeId(source)}` };
+    return null;
+}
+const FENCE_OPEN_RE = /^```json\s+uw:section=(\S+)(.*)?$/;
+const FENCE_CLOSE_RE = /^```\s*$/;
+/**
+ * Migrate every section block of a structured `.uwx.md` / legacy `.uw.md`
+ * document. Bytes outside migrated blocks are preserved exactly; a migrated
+ * block is re-serialized with 2-space indentation (the corpus convention) and
+ * its fence `source=` mirror updated to the new actor.
+ *
+ * Blocks carrying `content_hash` are refused (reported via `unmapped` as
+ * `<source> [content_hash]`) rather than silently invalidating an integrity
+ * chain — re-stamping a hashed chain is a deliberate act, not a codemod.
+ */
+export function migrateSourceTags(content) {
+    // EOL-aware: a CRLF working copy (Windows autocrlf) would otherwise blind
+    // the fence regexes — `.` and `$` refuse to cross a bare `\r` — and the
+    // rewrite must give back the endings it was handed.
+    const eol = content.includes('\r\n') ? '\r\n' : '\n';
+    const lines = content.split(/\r\n|\n/);
+    const out = [];
+    const unmapped = [];
+    let changed = 0;
+    let i = 0;
+    while (i < lines.length) {
+        const line = lines[i];
+        const fence = FENCE_OPEN_RE.exec(line);
+        if (!fence) {
+            out.push(line);
+            i++;
+            continue;
+        }
+        // Collect the block.
+        const fenceLine = line;
+        const jsonLines = [];
+        i++;
+        while (i < lines.length && !FENCE_CLOSE_RE.test(lines[i])) {
+            jsonLines.push(lines[i]);
+            i++;
+        }
+        const closed = i < lines.length;
+        const rawJson = jsonLines.join('\n');
+        let parsed = null;
+        try {
+            parsed = JSON.parse(rawJson);
+        }
+        catch {
+            parsed = null;
+        }
+        const meta = parsed?.['_meta'];
+        const mapped = meta && typeof meta.source === 'string'
+            ? mapLegacySource(meta.source, meta.agent_id)
+            : null;
+        // Field overrides migrate independently of the block-level source.
+        const overrides = (meta?.field_overrides ?? []);
+        const overrideMoves = overrides.filter((o) => typeof o.source === 'string' && CANONICAL.has(o.source) && o.resolution === undefined);
+        if (!parsed || !meta || (!mapped && overrideMoves.length === 0)) {
+            if (meta && typeof meta.source === 'string'
+                && parseActorSource(meta.source).kind === 'invalid' && !mapped) {
+                unmapped.push(meta.source);
+            }
+            out.push(fenceLine, ...jsonLines);
+            if (closed) {
+                out.push(lines[i]);
+                i++;
+            }
+            continue;
+        }
+        if (typeof meta.content_hash === 'string') {
+            unmapped.push(`${String(meta.source)} [content_hash]`);
+            out.push(fenceLine, ...jsonLines);
+            if (closed) {
+                out.push(lines[i]);
+                i++;
+            }
+            continue;
+        }
+        if (mapped) {
+            // Rebuild _meta so `resolution` sits directly after `source`, keeping
+            // the provenance pair adjacent in the serialized block.
+            const rebuilt = {};
+            for (const [k, v] of Object.entries(meta)) {
+                if (k === 'resolution')
+                    continue;
+                rebuilt[k] = k === 'source' ? mapped.source : v;
+                if (k === 'source') {
+                    const resolution = mapped.resolution ?? meta['resolution'];
+                    if (resolution !== undefined)
+                        rebuilt['resolution'] = resolution;
+                }
+            }
+            parsed['_meta'] = rebuilt;
+        }
+        for (const o of overrideMoves) {
+            o.resolution = o.source;
+            delete o.source;
+        }
+        changed++;
+        out.push(mapped ? fenceLine.replace(/\bsource=\S+/, `source=${mapped.source}`) : fenceLine, ...JSON.stringify(parsed, null, 2).split('\n'));
+        if (closed) {
+            out.push(lines[i]);
+            i++;
+        }
+    }
+    return { content: out.join(eol), changed, unmapped: [...new Set(unmapped)] };
+}
+//# sourceMappingURL=migrate-source-tags.js.map

package/dist/migrate-source-tags.js.map

@@ -0,0 +1 @@
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package/dist/module-runtime.d.ts

@@ -0,0 +1,57 @@
+import type { ModuleManifest, CalcResult } from './protocol.js';
+import type { ModuleRegistry } from './modules.js';
+import type { ParsedUWFile, ValidationMessage } from './types.js';
+export interface ModuleRuntimeOptions {
+    /**
+     * Restrict to modules declaring this asset class (plus modules that declare
+     * none, which apply to all). Defaults to the file's own
+     * `frontmatter.asset_class`.
+     */
+    assetClass?: string;
+}
+/** One module calculation and what it produced. */
+export interface ModuleCalcOutcome {
+    module_id: string;
+    result: CalcResult;
+}
+/**
+ * Evaluate every calculation the applicable modules declare, in declaration
+ * order, threading each result into the next as `prior_results`.
+ *
+ * Order matters and is the manifest's: `revpar_index` divides by `revpar`, so
+ * `revpar` must already be in `prior_results` when it runs. Sorting or
+ * parallelizing would break that for no gain — and a module author who orders
+ * their declarations wrongly gets a `CALC-REF` error naming the missing id,
+ * which is a better failure than a silent `null`.
+ */
+export declare function evaluateModuleCalculations(parsed: ParsedUWFile, registry: ModuleRegistry, options?: ModuleRuntimeOptions): ModuleCalcOutcome[];
+/**
+ * Run the applicable modules' `validations` and section requirements.
+ *
+ * A rule is an assertion of what must be TRUE. It fires an issue when it
+ * evaluates to `false` — and, deliberately, **not** when it evaluates to
+ * `null`. Null is the calc engine's "the inputs are absent", and a document
+ * that simply does not carry `hotel_brand` has not violated a rule about
+ * franchise fees; it has said nothing about them. Reporting absence as
+ * violation would make every module rule fire on every partial file, which is
+ * most files most of the time.
+ *
+ * A rule that fails to *evaluate* — an unknown function, an unusable argument —
+ * is reported under `MOD-RULE-ERROR` rather than swallowed, and a module
+ * *calculation* that fails is reported under `MOD-CALC-ERROR`. A silently
+ * skipped rule is a rule the author believes is protecting them.
+ */
+export declare function validateAgainstModules(parsed: ParsedUWFile, registry: ModuleRegistry, options?: ModuleRuntimeOptions): ValidationMessage[];
+/**
+ * Sections a module declares `required: true` must be present.
+ *
+ * Only presence. Validating a section's contents against its declared JSON
+ * Schema would need a JSON Schema validator, and `@uwmd/core` takes no such
+ * dependency — see the layering invariant. The schema in the manifest is
+ * normative and a host that already has a validator SHOULD apply it; core
+ * checks the part it can check honestly rather than shipping a
+ * half-implemented subset of JSON Schema that quietly accepts what a real
+ * validator would reject.
+ */
+export declare function checkModuleSections(parsed: ParsedUWFile, manifest: ModuleManifest): ValidationMessage[];
+//# sourceMappingURL=module-runtime.d.ts.map

package/dist/module-runtime.d.ts.map

@@ -0,0 +1 @@
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