@uwmd/core 2.6.1 → 2.7.0

package/dist/period-validation.d.ts.map

@@ -0,0 +1 @@
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package/dist/period-validation.js

@@ -0,0 +1,84 @@
+import { PERIOD_SERIES } from './protocol.js';
+import { getPathSegment } from './parser.js';
+import { parseExpression, periodReferencePath } from './calc/parser.js';
+import { getPeriodReferences } from './calc/dependencies.js';
+import { parsePeriodSelector, periodKindMatches, scanPeriodSeries } from './periods.js';
+import { periodPayload, periodSection } from './period-path.js';
+/** Structural inspection covers every active variant, not only the selected statement. */
+export function checkPeriodSeries(parsed, issues) {
+    for (const entry of PERIOD_SERIES) {
+        const [section, ...segments] = entry.path.split('.');
+        const stored = parsed.sections[section];
+        if (!stored)
+            continue;
+        const blocks = 'annotation' in stored ? [stored] : Object.values(stored);
+        for (const block of blocks) {
+            const payload = periodPayload(block);
+            let series = payload;
+            for (const segment of segments)
+                series = getPathSegment(series, segment);
+            if (series === undefined || series === null)
+                continue;
+            const scan = scanPeriodSeries(entry, series, payload);
+            const label = `${entry.path}${block.annotation.variant ? ` variant=${block.annotation.variant}` : ''}`;
+            for (const position of scan.invalid)
+                issues.push({
+                    code: 'PS-01', severity: 'warning', section: section, field: segments.join('.'),
+                    message: `PS-01: ${label} has a malformed period or row at ${position}.`, value: position,
+                });
+            for (const identity of scan.duplicates)
+                issues.push({
+                    code: 'PS-02', severity: 'error', section: section, field: segments.join('.'),
+                    message: `PS-02: ${label} states duplicate period ${identity}.`, value: identity,
+                });
+        }
+    }
+    for (const section of ['custom_calculations', 'custom_scenarios']) {
+        for (const block of parsed[section]) {
+            if (block.meta?.superseded || block.annotation.superseded === true)
+                continue;
+            inspectStaticReferences(block.content, section, parsed, issues, new Set(), 0);
+        }
+    }
+}
+function inspectStaticReferences(value, section, parsed, issues, seen, depth) {
+    if (!value || typeof value !== 'object' || depth > 64 || seen.has(value))
+        return;
+    seen.add(value);
+    for (const [field, child] of Object.entries(value)) {
+        if (field.startsWith('_'))
+            continue;
+        if ((field === 'formula' || field === 'base_formula') && typeof child === 'string') {
+            let refs;
+            try {
+                refs = getPeriodReferences(parseExpression(child));
+            }
+            catch {
+                continue;
+            }
+            for (const ref of refs) {
+                const path = [ref.head, ...ref.series].join('.');
+                const entry = PERIOD_SERIES.find(candidate => candidate.path === path);
+                const key = parsePeriodSelector(ref.selector);
+                if (!entry || !key)
+                    continue;
+                let payload;
+                try {
+                    const block = periodSection(parsed, ref.head);
+                    payload = block ? periodPayload(block) : undefined;
+                }
+                catch {
+                    continue;
+                } // A static reference cannot choose an ambiguous runtime variant.
+                if (!periodKindMatches(entry, key, payload))
+                    issues.push({
+                        code: 'PS-03', severity: 'warning', section, field,
+                        message: `PS-03: ${periodReferencePath(ref)} uses a period kind incompatible with ${entry.path}.`,
+                    });
+            }
+        }
+        else
+            inspectStaticReferences(child, section, parsed, issues, seen, depth + 1);
+    }
+}
+//# sourceMappingURL=period-validation.js.map

package/dist/period-validation.js.map

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package/dist/periods.d.ts

@@ -0,0 +1,17 @@
+import type { PeriodKey, PeriodSeriesEntry } from './protocol.js';
+/** Gregorian calendar identities; no row positions or implicit holding-year conversions. */
+export declare function parsePeriodSelector(value: string): PeriodKey | null;
+export declare function canonicalPeriod(entry: PeriodSeriesEntry, value: unknown): PeriodKey | null;
+export declare function periodKeyIdentity(key: PeriodKey): string;
+export interface PeriodSeriesScan {
+    rows: ReadonlyMap<string, {
+        key: PeriodKey;
+        value: unknown;
+    }>;
+    invalid: string[];
+    duplicates: string[];
+}
+/** Inspect a whole series before choosing a row; validation is not a prerequisite. */
+export declare function scanPeriodSeries(entry: PeriodSeriesEntry, value: unknown, payload: unknown): PeriodSeriesScan;
+export declare function periodKindMatches(entry: PeriodSeriesEntry, key: PeriodKey, payload?: unknown): boolean;
+//# sourceMappingURL=periods.d.ts.map

package/dist/periods.d.ts.map

@@ -0,0 +1 @@
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package/dist/periods.js

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+import { getPathSegment } from './parser.js';
+import { parseISODate } from './calc/day-count.js';
+function positiveYear(value) {
+    return typeof value === 'number' && Number.isSafeInteger(value) && value >= 1 ? { kind: 'year', index: value } : null;
+}
+/** Gregorian calendar identities; no row positions or implicit holding-year conversions. */
+export function parsePeriodSelector(value) {
+    if (/^Y[1-9][0-9]*$/.test(value))
+        return positiveYear(Number(value.slice(1)));
+    let match = /^([0-9]{4})-Q([1-4])$/.exec(value);
+    if (match)
+        return { kind: 'quarter', year: Number(match[1]), quarter: Number(match[2]) };
+    match = /^([0-9]{4})-(0[1-9]|1[0-2])$/.exec(value);
+    if (match)
+        return { kind: 'month', year: Number(match[1]), month: Number(match[2]) };
+    if (parseISODate(value))
+        return { kind: 'date', date: value };
+    return null;
+}
+export function canonicalPeriod(entry, value) {
+    if (entry.grammar === 'year_index') {
+        if (entry.shape === 'keyed' && typeof value === 'string') {
+            const match = /^year_([0-9]+)$/.exec(value);
+            return match ? positiveYear(Number(match[1])) : null;
+        }
+        return positiveYear(value);
+    }
+    if (typeof value !== 'string')
+        return null;
+    const key = parsePeriodSelector(value);
+    if (!key)
+        return null;
+    if (entry.grammar === 'iso_date')
+        return key.kind === 'date' ? key : null;
+    return key.kind === 'quarter' || key.kind === 'month' ? key : null;
+}
+export function periodKeyIdentity(key) {
+    switch (key.kind) {
+        case 'year': return `year:${key.index}`;
+        case 'quarter': return `quarter:${key.year}:${key.quarter}`;
+        case 'month': return `month:${key.year}:${key.month}`;
+        case 'date': return `date:${key.date}`;
+    }
+}
+/** Inspect a whole series before choosing a row; validation is not a prerequisite. */
+export function scanPeriodSeries(entry, value, payload) {
+    const rows = new Map();
+    const invalid = [];
+    const duplicates = [];
+    if (value === null || value === undefined)
+        return { rows, invalid, duplicates };
+    const pairs = [];
+    if (entry.shape === 'rows') {
+        if (!Array.isArray(value))
+            return { rows, invalid: ['series must be an array'], duplicates };
+        for (let i = 0; i < value.length; i++)
+            pairs.push([String(i), getPathSegment(value, String(i))]);
+    }
+    else {
+        if (typeof value !== 'object' || Array.isArray(value))
+            return { rows, invalid: ['series must be a keyed object'], duplicates };
+        pairs.push(...Object.entries(value));
+    }
+    const cadence = entry.cadence_field ? getPathSegment(payload, entry.cadence_field) : undefined;
+    if (entry.grammar === 'calendar_period' && cadence !== 'monthly' && cadence !== 'quarterly')
+        invalid.push('period_granularity must be monthly or quarterly');
+    for (const [position, row] of pairs) {
+        const raw = entry.shape === 'keyed' ? position : getPathSegment(row, entry.period_field);
+        const key = canonicalPeriod(entry, raw);
+        if (!key || row === null || typeof row !== 'object' || Array.isArray(row)
+            || (entry.grammar === 'calendar_period' && ((cadence === 'monthly' && key.kind !== 'month') || (cadence === 'quarterly' && key.kind !== 'quarter')))) {
+            invalid.push(position);
+            continue;
+        }
+        const identity = periodKeyIdentity(key);
+        if (rows.has(identity))
+            duplicates.push(identity);
+        else
+            rows.set(identity, { key, value: row });
+    }
+    return { rows, invalid, duplicates: [...new Set(duplicates)].sort() };
+}
+export function periodKindMatches(entry, key, payload) {
+    if (entry.grammar === 'year_index')
+        return key.kind === 'year';
+    if (entry.grammar === 'iso_date')
+        return key.kind === 'date';
+    const cadence = getPathSegment(payload, entry.cadence_field ?? 'period_granularity');
+    return cadence === 'monthly' ? key.kind === 'month' : cadence === 'quarterly' ? key.kind === 'quarter'
+        : key.kind === 'month' || key.kind === 'quarter';
+}
+//# sourceMappingURL=periods.js.map

package/dist/periods.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"periods.js","sourceRoot":"","sources":["../src/periods.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,aAAa,CAAC;AAC7C,OAAO,EAAE,YAAY,EAAE,MAAM,qBAAqB,CAAC;AAGnD,SAAS,YAAY,CAAC,KAAc;IAClC,OAAO,OAAO,KAAK,KAAK,QAAQ,IAAI,MAAM,CAAC,aAAa,CAAC,KAAK,CAAC,IAAI,KAAK,IAAI,CAAC,CAAC,CAAC,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,KAAK,EAAE,KAAK,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC;AACxH,CAAC;AAED,4FAA4F;AAC5F,MAAM,UAAU,mBAAmB,CAAC,KAAa;IAC/C,IAAI,gBAAgB,CAAC,IAAI,CAAC,KAAK,CAAC;QAAE,OAAO,YAAY,CAAC,MAAM,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;IAC9E,IAAI,KAAK,GAAG,uBAAuB,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IAChD,IAAI,KAAK;QAAE,OAAO,EAAE,IAAI,EAAE,SAAS,EAAE,IAAI,EAAE,MAAM,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,OAAO,EAAE,MAAM,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC;IACzF,KAAK,GAAG,8BAA8B,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IACnD,IAAI,KAAK;QAAE,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,IAAI,EAAE,MAAM,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,KAAK,EAAE,MAAM,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC;IACrF,IAAI,YAAY,CAAC,KAAK,CAAC;QAAE,OAAO,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,EAAE,CAAC;IAC9D,OAAO,IAAI,CAAC;AACd,CAAC;AAED,MAAM,UAAU,eAAe,CAAC,KAAwB,EAAE,KAAc;IACtE,IAAI,KAAK,CAAC,OAAO,KAAK,YAAY,EAAE,CAAC;QACnC,IAAI,KAAK,CAAC,KAAK,KAAK,OAAO,IAAI,OAAO,KAAK,KAAK,QAAQ,EAAE,CAAC;YACzD,MAAM,KAAK,GAAG,iBAAiB,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YAC5C,OAAO,KAAK,CAAC,CAAC,CAAC,YAAY,CAAC,MAAM,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC;QACvD,CAAC;QACD,OAAO,YAAY,CAAC,KAAK,CAAC,CAAC;IAC7B,CAAC;IACD,IAAI,OAAO,KAAK,KAAK,QAAQ;QAAE,OAAO,IAAI,CAAC;IAC3C,MAAM,GAAG,GAAG,mBAAmB,CAAC,KAAK,CAAC,CAAC;IACvC,IAAI,CAAC,GAAG;QAAE,OAAO,IAAI,CAAC;IACtB,IAAI,KAAK,CAAC,OAAO,KAAK,UAAU;QAAE,OAAO,GAAG,CAAC,IAAI,KAAK,MAAM,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,IAAI,CAAC;IAC1E,OAAO,GAAG,CAAC,IAAI,KAAK,SAAS,IAAI,GAAG,CAAC,IAAI,KAAK,OAAO,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,IAAI,CAAC;AACrE,CAAC;AAED,MAAM,UAAU,iBAAiB,CAAC,GAAc;IAC9C,QAAQ,GAAG,CAAC,IAAI,EAAE,CAAC;QACjB,KAAK,MAAM,CAAC,CAAC,OAAO,QAAQ,GAAG,CAAC,KAAK,EAAE,CAAC;QACxC,KAAK,SAAS,CAAC,CAAC,OAAO,WAAW,GAAG,CAAC,IAAI,IAAI,GAAG,CAAC,OAAO,EAAE,CAAC;QAC5D,KAAK,OAAO,CAAC,CAAC,OAAO,SAAS,GAAG,CAAC,IAAI,IAAI,GAAG,CAAC,KAAK,EAAE,CAAC;QACtD,KAAK,MAAM,CAAC,CAAC,OAAO,QAAQ,GAAG,CAAC,IAAI,EAAE,CAAC;IACzC,CAAC;AACH,CAAC;AAQD,sFAAsF;AACtF,MAAM,UAAU,gBAAgB,CAAC,KAAwB,EAAE,KAAc,EAAE,OAAgB;IACzF,MAAM,IAAI,GAAG,IAAI,GAAG,EAA8C,CAAC;IACnE,MAAM,OAAO,GAAa,EAAE,CAAC;IAC7B,MAAM,UAAU,GAAa,EAAE,CAAC;IAChC,IAAI,KAAK,KAAK,IAAI,IAAI,KAAK,KAAK,SAAS;QAAE,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,UAAU,EAAE,CAAC;IAChF,MAAM,KAAK,GAA6B,EAAE,CAAC;IAC3C,IAAI,KAAK,CAAC,KAAK,KAAK,MAAM,EAAE,CAAC;QAC3B,IAAI,CAAC,KAAK,CAAC,OAAO,CAAC,KAAK,CAAC;YAAE,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,CAAC,yBAAyB,CAAC,EAAE,UAAU,EAAE,CAAC;QAC7F,KAAK,IAAI,CAAC,GAAG,CAAC,EAAE,CAAC,GAAG,KAAK,CAAC,MAAM,EAAE,CAAC,EAAE;YAAE,KAAK,CAAC,IAAI,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,cAAc,CAAC,KAAK,EAAE,MAAM,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;IACnG,CAAC;SAAM,CAAC;QACN,IAAI,OAAO,KAAK,KAAK,QAAQ,IAAI,KAAK,CAAC,OAAO,CAAC,KAAK,CAAC;YAAE,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,CAAC,+BAA+B,CAAC,EAAE,UAAU,EAAE,CAAC;QAC/H,KAAK,CAAC,IAAI,CAAC,GAAG,MAAM,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC,CAAC;IACvC,CAAC;IACD,MAAM,OAAO,GAAG,KAAK,CAAC,aAAa,CAAC,CAAC,CAAC,cAAc,CAAC,OAAO,EAAE,KAAK,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC;IAC/F,IAAI,KAAK,CAAC,OAAO,KAAK,iBAAiB,IAAI,OAAO,KAAK,SAAS,IAAI,OAAO,KAAK,WAAW;QAAE,OAAO,CAAC,IAAI,CAAC,iDAAiD,CAAC,CAAC;IAC7J,KAAK,MAAM,CAAC,QAAQ,EAAE,GAAG,CAAC,IAAI,KAAK,EAAE,CAAC;QACpC,MAAM,GAAG,GAAG,KAAK,CAAC,KAAK,KAAK,OAAO,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,cAAc,CAAC,GAAG,EAAE,KAAK,CAAC,YAAa,CAAC,CAAC;QAC1F,MAAM,GAAG,GAAG,eAAe,CAAC,KAAK,EAAE,GAAG,CAAC,CAAC;QACxC,IAAI,CAAC,GAAG,IAAI,GAAG,KAAK,IAAI,IAAI,OAAO,GAAG,KAAK,QAAQ,IAAI,KAAK,CAAC,OAAO,CAAC,GAAG,CAAC;eACpE,CAAC,KAAK,CAAC,OAAO,KAAK,iBAAiB,IAAI,CAAC,CAAC,OAAO,KAAK,SAAS,IAAI,GAAG,CAAC,IAAI,KAAK,OAAO,CAAC,IAAI,CAAC,OAAO,KAAK,WAAW,IAAI,GAAG,CAAC,IAAI,KAAK,SAAS,CAAC,CAAC,CAAC,EAAE,CAAC;YACvJ,OAAO,CAAC,IAAI,CAAC,QAAQ,CAAC,CAAC;YACvB,SAAS;QACX,CAAC;QACD,MAAM,QAAQ,GAAG,iBAAiB,CAAC,GAAG,CAAC,CAAC;QACxC,IAAI,IAAI,CAAC,GAAG,CAAC,QAAQ,CAAC;YAAE,UAAU,CAAC,IAAI,CAAC,QAAQ,CAAC,CAAC;;YAC7C,IAAI,CAAC,GAAG,CAAC,QAAQ,EAAE,EAAE,GAAG,EAAE,KAAK,EAAE,GAAG,EAAE,CAAC,CAAC;IAC/C,CAAC;IACD,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,UAAU,EAAE,CAAC,GAAG,IAAI,GAAG,CAAC,UAAU,CAAC,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC;AACxE,CAAC;AAED,MAAM,UAAU,iBAAiB,CAAC,KAAwB,EAAE,GAAc,EAAE,OAAiB;IAC3F,IAAI,KAAK,CAAC,OAAO,KAAK,YAAY;QAAE,OAAO,GAAG,CAAC,IAAI,KAAK,MAAM,CAAC;IAC/D,IAAI,KAAK,CAAC,OAAO,KAAK,UAAU;QAAE,OAAO,GAAG,CAAC,IAAI,KAAK,MAAM,CAAC;IAC7D,MAAM,OAAO,GAAG,cAAc,CAAC,OAAO,EAAE,KAAK,CAAC,aAAa,IAAI,oBAAoB,CAAC,CAAC;IACrF,OAAO,OAAO,KAAK,SAAS,CAAC,CAAC,CAAC,GAAG,CAAC,IAAI,KAAK,OAAO,CAAC,CAAC,CAAC,OAAO,KAAK,WAAW,CAAC,CAAC,CAAC,GAAG,CAAC,IAAI,KAAK,SAAS;QACpG,CAAC,CAAC,GAAG,CAAC,IAAI,KAAK,OAAO,IAAI,GAAG,CAAC,IAAI,KAAK,SAAS,CAAC;AACrD,CAAC"}

package/dist/protocol.d.ts

@@ -1,6 +1,6 @@
-import type { AssetClass, ConfidenceLevel, DealStage, FinancialThresholds, ParsedUWFile, PipelineStatus, UWBlock, UWMeta, UWSignatureAlgorithm, ValidationMessage, ValidationSeverity } from './types.js';
+import type { AssetClass, BlockRole, ConfidenceLevel, DealStage, FinancialThresholds, ParsedUWFile, PipelineStatus, UWBlock, UWMeta, UWSignatureAlgorithm, ValidationMessage, ValidationSeverity } from './types.js';
 /** Semver of this protocol. Bumped independently of @uwmd/core's npm version. */
-export declare const PROTOCOL_VERSION: "2.6.0";
+export declare const PROTOCOL_VERSION: "2.8.0";
 /**
  * The format version this implementation *authors* — what a fresh scaffold
  * declares. Reading is wider: see {@link SUPPORTED_FORMAT_VERSIONS}.
@@ -22,7 +22,7 @@ export declare const SUPPORTED_FORMAT_VERSIONS: readonly ["1.0", "1.1", "2.0"];
  * v2 §1.3), so a module written against the 1.x protocol line still loads:
  * its `requires_protocol` range is satisfied against any member of this set.
  */
-export declare const SUPPORTED_PROTOCOL_VERSIONS: readonly ["1.14.0", "2.0.0", "2.1.0", "2.2.0", "2.6.0"];
+export declare const SUPPORTED_PROTOCOL_VERSIONS: readonly ["1.14.0", "2.0.0", "2.1.0", "2.2.0", "2.8.0"];
 /** The four conformance tiers defined in UW_PROTOCOL_v1.md Part II. */
 export type ViewerTier = 'tier-1-reader' | 'tier-2-editor' | 'tier-3-calc-host' | 'tier-4-agent-host';
 /** What kind of actor the implementation serves. Informational. */
@@ -454,12 +454,16 @@ export type EditOperation = {
     variant?: string;
     content: Record<string, unknown>;
     meta: Partial<UWMeta>;
+    /** Trusted host assignment: undefined preserves, null removes. Never copy from model content. */
+    role?: BlockRole | null;
 } | {
     kind: 'section_supersede';
     section_id: string;
     variant?: string;
     content: Record<string, unknown>;
     meta: Partial<UWMeta>;
+    /** Trusted host assignment: undefined preserves, null removes. Never copy from model content. */
+    role?: BlockRole | null;
 } | {
     kind: 'pipeline_log_append';
     entry: Record<string, unknown>;
@@ -482,7 +486,36 @@ export interface IssueRemediation {
  * Variables made available to a custom_calculation expression. The host
  * resolves `parsed` paths via parser.deepGet semantics.
  */
+/** Exact period identity; holding years and calendar identities never convert implicitly. */
+export type PeriodKey = {
+    kind: 'year';
+    index: number;
+} | {
+    kind: 'quarter';
+    year: number;
+    quarter: number;
+} | {
+    kind: 'month';
+    year: number;
+    month: number;
+} | {
+    kind: 'date';
+    date: string;
+};
+export interface PeriodSeriesEntry {
+    readonly path: string;
+    readonly shape: 'rows' | 'keyed';
+    readonly period_field?: string;
+    readonly key_pattern?: string;
+    readonly grammar: 'year_index' | 'calendar_period' | 'iso_date';
+    readonly cadence_field?: string;
+    readonly spec_ref: string;
+}
+/** Standard registry only; module-defined series are deferred (RFC 0041). */
+export declare const PERIOD_SERIES: readonly PeriodSeriesEntry[];
 export interface CalcEvaluationContext {
+    /** Exact section variants for period references only; no fallback when supplied. */
+    sectionVariants?: Readonly<Record<string, string>>;
     parsed: ParsedUWFile;
     /** Result map of previously-evaluated calculations in the same batch. */
     prior_results: Readonly<Record<string, number | string | boolean | null>>;
@@ -899,6 +932,10 @@ export declare const CROSS_CHECK_RULE_IDS: readonly string[];
  * first; a lone variant is taken last; anything else is unresolvable.
  */
 export declare const CROSS_CHECK_VARIANT_PREFERENCE: readonly string[];
+/** Closed, scalar vocabulary for the signed `_role` block annotation. */
+export declare const BLOCK_ROLES: readonly BlockRole[];
+/** Per-check role preference, consulted before generic primary/default/base. */
+export declare const CROSS_CHECK_ROLE_PREFERENCE: Readonly<Record<string, Readonly<Record<string, BlockRole>>>>;
 /** The closed set for `dcf.returns.tax_basis` (format §4.9, RFC 0038). */
 export declare const RETURN_TAX_BASES: readonly ["pre_tax", "after_tax"];
 /** The basis a `returns` object carries when it states none (RFC 0038). */

package/dist/protocol.d.ts.map

@@ -1 +1 @@
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package/dist/protocol.js

@@ -13,7 +13,7 @@ import { deepGet, getSection, getSectionVariant } from './parser.js';
 import { CORE_VERSION } from './version.js';
 // ─── Versioning ───────────────────────────────────────────────────────────────
 /** Semver of this protocol. Bumped independently of @uwmd/core's npm version. */
-export const PROTOCOL_VERSION = '2.6.0';
+export const PROTOCOL_VERSION = '2.8.0';
 /**
  * The format version this implementation *authors* — what a fresh scaffold
  * declares. Reading is wider: see {@link SUPPORTED_FORMAT_VERSIONS}.
@@ -528,6 +528,14 @@ export function lookupStageContract(stage, section, field_path, assetClass) {
     }
     return best;
 }
+/** Standard registry only; module-defined series are deferred (RFC 0041). */
+export const PERIOD_SERIES = Object.freeze([
+    Object.freeze({ path: 'dcf.annual_cash_flows', shape: 'rows', period_field: 'year', grammar: 'year_index', spec_ref: 'UW_FORMAT_SPEC_v1.md §4.9' }),
+    Object.freeze({ path: 'noi_model.projections', shape: 'keyed', key_pattern: '^year_(\\d+)$', grammar: 'year_index', spec_ref: 'UW_FORMAT_SPEC_v1.md §4.5' }),
+    Object.freeze({ path: 'lease_up_schedule.schedule', shape: 'rows', period_field: 'period', grammar: 'calendar_period', cadence_field: 'period_granularity', spec_ref: 'UW_FORMAT_SPEC_v1.md §4.25' }),
+    Object.freeze({ path: 'cash_flow_series.series', shape: 'rows', period_field: 'date', grammar: 'iso_date', spec_ref: 'UW_FORMAT_SPEC_v1.md §4.26' }),
+    Object.freeze({ path: 'distribution_waterfall.stated_schedule', shape: 'rows', period_field: 'date', grammar: 'iso_date', spec_ref: 'UW_FORMAT_SPEC_v1.md §4.27' }),
+]);
 // ─── Standard section registry (FORMAT_SPEC Part IV) ─────────────────────────
 /**
  * The section ids the format registers in `UW_FORMAT_SPEC_v1.md` Part IV: the
@@ -1098,6 +1106,8 @@ export const VALIDATOR_CODE_FAMILIES = Object.freeze([
     { prefix: 'WF', description: 'Distribution waterfall (RFC 0035)', capabilities: ['validate'] },
     { prefix: 'RT', description: 'Return-metric declarations — dcf.returns basis fields (RFC 0038)', capabilities: ['validate'] },
     { prefix: 'LOC', description: 'Display locale (RFC 0001)', capabilities: ['validate'] },
+    { prefix: 'PS', description: 'Period series identity (RFC 0041)', capabilities: ['validate'] },
+    { prefix: 'ROLE', description: 'Signed block role (RFC 0040)', capabilities: ['validate'] },
     { prefix: 'META', description: '_meta shape by uw_version (RFC 0009)', capabilities: ['validate'] },
     {
         prefix: 'INVALID-ASSET-CLASS',
@@ -1151,6 +1161,16 @@ export const CROSS_CHECK_RULE_IDS = Object.freeze([
  * first; a lone variant is taken last; anything else is unresolvable.
  */
 export const CROSS_CHECK_VARIANT_PREFERENCE = Object.freeze(['default', 'base']);
+/** Closed, scalar vocabulary for the signed `_role` block annotation. */
+export const BLOCK_ROLES = Object.freeze(['primary', 'senior', 'junior', 'summary', 'detail', 'component']);
+/** Per-check role preference, consulted before generic primary/default/base. */
+export const CROSS_CHECK_ROLE_PREFERENCE = Object.freeze({
+    'CC-01': Object.freeze({ rent_roll: 'detail' }),
+    'CC-02': Object.freeze({ debt_structure: 'senior' }),
+    'CC-03': Object.freeze({ debt_structure: 'senior' }),
+    'CC-05': Object.freeze({ debt_structure: 'senior' }),
+    'CC-09': Object.freeze({ debt_structure: 'senior' }),
+});
 /** The closed set for `dcf.returns.tax_basis` (format §4.9, RFC 0038). */
 export const RETURN_TAX_BASES = ['pre_tax', 'after_tax'];
 /** The basis a `returns` object carries when it states none (RFC 0038). */
@@ -1162,74 +1182,78 @@ export const DEFAULT_RETURN_TAX_BASIS = 'pre_tax';
  * every conforming implementation.
  */
 export const BUILTIN_REMEDIATIONS = Object.freeze([
-    {
-        code: 'CC-01', severity: 'error',
-        title: 'NOI mismatch',
-        description: 'noi_model.net_operating_income disagrees with quick_metrics.noi_underwritten.',
-        remediation: 'Recompute NOI from the noi_model section and update frontmatter.quick_metrics.noi_underwritten.',
+    // CC-01..CC-10 mirror the §5.3 table and the rules in validator.ts: the same
+    // sections, the same tolerance, the same default severity. Until 2.6.2 these
+    // ten entries described an earlier quick_metrics-reconciliation draft that
+    // never shipped, and the validator attached that copy to real issues.
+    {
+        code: 'CC-01', severity: 'warning',
+        title: 'Rent roll GPR does not match the operating statement',
+        description: 'rent_roll.gross_potential_rent differs from operating_statement.gross_potential_rent by more than 3%.',
+        remediation: 'Re-tie the rent roll to the operating statement — recompute gross potential rent from the current rent roll and restate it in the operating statement (the t12 variant when present).',
         spec_ref: '§5.3 CC-01',
     },
     {
-        code: 'CC-02', severity: 'error',
-        title: 'DSCR mismatch',
-        description: 'debt_structure.dscr disagrees with quick_metrics.dscr.',
-        remediation: 'Recompute DSCR = NOI / annual_debt_service and update both surfaces.',
+        code: 'CC-02', severity: 'warning',
+        title: 'Stated LTV does not match the underwritten value',
+        description: 'debt_structure.ltv differs from debt_structure.loan_amount / valuation.underwritten_value (falling back to purchase_price) by more than 0.5 points.',
+        remediation: 'Recompute LTV = loan_amount / underwritten value and restate debt_structure.ltv, or correct the value in valuation that the LTV was struck against.',
         spec_ref: '§5.3 CC-02',
     },
     {
         code: 'CC-03', severity: 'error',
-        title: 'LTV mismatch',
-        description: 'debt_structure.ltv disagrees with quick_metrics.ltv.',
-        remediation: 'Recompute LTV = loan_amount / purchase_price and update both surfaces.',
+        title: 'Senior loan does not reconcile',
+        description: 'sources_uses.sources.loan_amount, debt_structure.loan_amount and (when present) the capital_stack senior_debt tranche do not agree within $100.',
+        remediation: 'State the senior loan once and make every surface agree — sources_uses, debt_structure and the capital_stack senior_debt tranche MUST carry the same amount (RFC 0026 §4.24).',
         spec_ref: '§5.3 CC-03',
     },
     {
         code: 'CC-04', severity: 'error',
         title: 'Sources & Uses imbalance',
-        description: 'sources_uses.total_sources does not equal total_uses.',
-        remediation: 'Reconcile capital stack — equity + debt proceeds + other sources MUST equal price + closing + reserves.',
+        description: 'sources_uses.total_sources does not equal sources_uses.total_uses (within $1).',
+        remediation: 'Reconcile the capital stack — equity + debt proceeds + other sources MUST equal price + closing + reserves.',
         spec_ref: '§5.3 CC-04',
     },
     {
-        code: 'CC-05', severity: 'error',
-        title: 'Cap rate mismatch',
-        description: 'valuation.going_in_cap_rate disagrees with quick_metrics.cap_rate.',
-        remediation: 'Recompute cap rate = NOI / purchase_price and align both surfaces.',
+        code: 'CC-05', severity: 'warning',
+        title: 'DSCR NOI does not match the NOI model',
+        description: 'debt_structure.underwritten_noi (the NOI used for DSCR) differs from noi_model.net_operating_income by more than 1%.',
+        remediation: 'Recompute DSCR from noi_model.net_operating_income and restate debt_structure.underwritten_noi, or correct the NOI model.',
         spec_ref: '§5.3 CC-05',
     },
     {
         code: 'CC-06', severity: 'warning',
-        title: 'Debt yield mismatch',
-        description: 'debt_structure.debt_yield disagrees with quick_metrics.debt_yield.',
-        remediation: 'Recompute debt yield = NOI / loan_amount and align both surfaces.',
+        title: 'DCF Year 1 NOI does not match the NOI model',
+        description: 'dcf.annual_cash_flows[0].noi differs from noi_model.net_operating_income by more than 2%.',
+        remediation: 'Re-run the DCF from the current noi_model projection so Year 1 NOI agrees, or correct the NOI model.',
         spec_ref: '§5.3 CC-06',
     },
     {
         code: 'CC-07', severity: 'warning',
-        title: 'IRR / equity multiple mismatch',
-        description: 'dcf.levered_irr disagrees with quick_metrics.irr_projected.',
-        remediation: 'Re-run the DCF and update quick_metrics.irr_projected from dcf.levered_irr.',
+        title: 'Exit cap rate differs between DCF and stress tests',
+        description: 'dcf.assumptions.exit_cap_rate differs from stress_tests.base_case.exit_cap_rate by more than 0.5 points.',
+        remediation: 'Align the stress-test base case with the DCF exit cap rate — the base case MUST be the DCF assumption set before any expansion scenario is applied.',
         spec_ref: '§5.3 CC-07',
     },
     {
-        code: 'CC-08', severity: 'error',
-        title: 'Equity required mismatch',
-        description: 'sources_uses-derived equity disagrees with quick_metrics.equity_required.',
-        remediation: 'Set quick_metrics.equity_required = sources_uses.sources.equity.',
+        code: 'CC-08', severity: 'warning',
+        title: 'Appraised value differs between due diligence and valuation',
+        description: 'due_diligence.appraisal.appraised_value differs from valuation.appraised_value by more than $1,000.',
+        remediation: 'Restate valuation.appraised_value from the appraisal recorded in due_diligence (the appraisal variant when present), or update the appraisal record.',
         spec_ref: '§5.3 CC-08',
     },
     {
         code: 'CC-09', severity: 'warning',
-        title: 'Stage readiness gap',
-        description: 'A required section for the declared deal_stage is missing or low-confidence.',
-        remediation: 'Either complete the required sections for this stage or downgrade frontmatter.deal_stage.',
+        title: 'Annual debt service differs between stress tests and debt structure',
+        description: 'stress_tests.base_case.annual_debt_service differs from debt_structure.annual_debt_service by more than $500.',
+        remediation: 'Restate the stress-test base case from debt_structure.annual_debt_service — the base case MUST carry the underwritten debt service.',
         spec_ref: '§5.3 CC-09',
     },
     {
-        code: 'CC-10', severity: 'info',
-        title: 'Stale provenance',
-        description: 'A section\'s _meta.timestamp is older than the file last_modified by more than 30 days.',
-        remediation: 'Refresh the section, supersede with a new agent/manual write, or mark deliberate stale.',
+        code: 'CC-10', severity: 'error',
+        title: 'Purchase price differs between Sources & Uses and valuation',
+        description: 'sources_uses.uses.purchase_price does not match valuation.purchase_price (within $100).',
+        remediation: 'State the purchase price once — sources_uses.uses.purchase_price and valuation.purchase_price MUST agree.',
         spec_ref: '§5.3 CC-10',
     },
     {
@@ -1267,6 +1291,30 @@ export const BUILTIN_REMEDIATIONS = Object.freeze([
         remediation: 'Reconcile the trajectory endpoint with the stabilized-year model, or document why they diverge. The 2% tolerance is deliberate — the two are independent models of stabilization and exact agreement is not the goal (RFC 0008).',
         spec_ref: '§5.3 CC-15',
     },
+    {
+        code: 'PS-01', severity: 'warning', title: 'Malformed period series',
+        description: 'A registered series has an invalid shape or period identity.',
+        remediation: 'State valid periods in the registered grammar; do not infer dates or years.',
+        spec_ref: 'UW_PROTOCOL_v1.md §VIII.2a',
+    },
+    {
+        code: 'PS-02', severity: 'error', title: 'Duplicate period identity',
+        description: 'A registered series states the same canonical period more than once.',
+        remediation: 'Resolve the duplicate statements with the responsible producer; do not choose by row order.',
+        spec_ref: 'UW_PROTOCOL_v1.md §VIII.2a',
+    },
+    {
+        code: 'PS-03', severity: 'warning', title: 'Period kind mismatch',
+        description: 'A static selector uses a different period kind from its registered series.',
+        remediation: 'Use the series period kind; calendar dates and holding years do not convert implicitly.',
+        spec_ref: 'UW_PROTOCOL_v1.md §VIII.2a',
+    },
+    {
+        code: 'ROLE-01', severity: 'error', title: 'Invalid block role',
+        description: 'A block declares a role outside the closed scalar vocabulary.',
+        remediation: 'Have the responsible host correct or remove _role; do not infer a role from financial values.',
+        spec_ref: 'UW_FORMAT_SPEC_v1.md §2.8',
+    },
     {
         code: 'CC-16', severity: 'info',
         title: 'Section unresolvable for cross-checking',