jupiter-dynamic-forms 1.20.2 → 1.20.3

package/dist/schema/types.d.ts

@@ -208,6 +208,27 @@ export interface CalculationMismatchDetail {
     children: CalculationMismatchChild[];
     message: string;
 }
+export interface FormulaAssertionResult {
+    assertionId: string;
+    roleURI: string;
+    roleLabel: string;
+    type: 'EXISTENCE_ASSERTION' | 'VALUE_ASSERTION';
+    severity: 'WARNING' | 'ERROR';
+    satisfied: boolean;
+    skipped: boolean;
+    skipReason?: 'precondition' | 'unresolvable';
+    message?: string;
+    matchedFactCount?: number;
+}
+export interface FormulaValidationSummary {
+    totalAssertions: number;
+    evaluated: number;
+    skipped: number;
+    passed: number;
+    failed: number;
+    failedWarnings: number;
+    failedErrors: number;
+}
 export interface FormState {
     data: FormData;
     errors: ValidationError[];
@@ -223,6 +244,7 @@ export interface FormEvents {
         columnId: string;
         value: any;
         oldValue: any;
+        source?: 'user' | 'auto-calculated';
     }>;
     'field-focus': CustomEvent<{
         fieldId: string;
@@ -272,6 +294,10 @@ export interface FormEvents {
     'validation-error': CustomEvent<{
         errors: ValidationError[];
     }>;
+    'formula-validation-complete': CustomEvent<{
+        results: FormulaAssertionResult[];
+        summary: FormulaValidationSummary;
+    }>;
 }
 export interface ComponentConfig {
     theme?: 'light' | 'dark' | 'auto';

package/dist/schema/types.d.ts.map

@@ -1 +1 @@
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package/dist/schema/xbrl-types.d.ts

@@ -9,6 +9,7 @@ export interface XBRLFormInput {
     hypercubes?: XBRLHypercubeData[];
     datatypes?: XBRLDataTypeData | XBRLDatatype[];
     schemas?: XBRLSchemaData;
+    formula?: XBRLFormulaData[];
     initialData?: Record<string, any>;
 }
 export interface XBRLPresentationData {
@@ -80,6 +81,71 @@ export interface XBRLCalculationChild {
     weight: number;
     order?: number;
 }
+export interface XBRLFormulaData {
+    entrypoint: string;
+    roles: XBRLFormulaRole[];
+}
+export interface XBRLFormulaRole {
+    roleURI: string;
+    role: string;
+    assertions: XBRLFormulaAssertion[];
+}
+export interface XBRLFormulaVariable {
+    xlinkLabel: string;
+    id: string;
+    type: 'FACT_VARIABLE';
+    name: string;
+    bindAsSequence: boolean;
+    fallbackValue?: string;
+    matches: boolean;
+    nils: boolean;
+    filters: XBRLFormulaFilter[];
+}
+export interface XBRLFormulaFilter {
+    xlinkLabel: string;
+    type: 'CONCEPT_NAME' | 'CONCEPT_BALANCE' | 'CONCEPT_RELATION' | 'EXPLICIT_DIMENSION' | 'TYPED_DIMENSION' | 'PERIOD_INSTANT' | 'PERIOD_END' | 'OR_FILTER';
+    complement: boolean;
+    cover: boolean;
+    attributes: Record<string, string>;
+    children: XBRLFormulaFilter[];
+}
+export interface XBRLFormulaPrecondition {
+    xlinkLabel: string;
+    id: string;
+    test: string;
+}
+export interface XBRLFormulaMessage {
+    xmlLang: string;
+    text: string;
+    arcrole: string;
+}
+export interface XBRLFormulaLabel {
+    lang: string;
+    label: string;
+    role: string;
+    preferredLabel: boolean;
+    customLabel: boolean;
+}
+interface XBRLFormulaAssertionBase {
+    id: string;
+    xlinkLabel: string;
+    test: string;
+    aspectModel: 'dimensional';
+    implicitFiltering: boolean;
+    roleURI: string;
+    severity: 'WARNING' | 'ERROR';
+    variables: XBRLFormulaVariable[];
+    preconditions: XBRLFormulaPrecondition[];
+    messages: XBRLFormulaMessage[];
+    labels: XBRLFormulaLabel[];
+}
+export interface XBRLExistenceAssertion extends XBRLFormulaAssertionBase {
+    type: 'EXISTENCE_ASSERTION';
+}
+export interface XBRLValueAssertion extends XBRLFormulaAssertionBase {
+    type: 'VALUE_ASSERTION';
+}
+export type XBRLFormulaAssertion = XBRLExistenceAssertion | XBRLValueAssertion;
 export interface XBRLHypercubeData {
     entrypoint: string;
     roles: XBRLHypercubeRole[];
@@ -174,4 +240,5 @@ export interface XBRLFieldTypeMapping {
         format?: string;
     };
 }
+export {};
 //# sourceMappingURL=xbrl-types.d.ts.map

package/dist/schema/xbrl-types.d.ts.map

@@ -1 +1 @@
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package/dist/utils/formula-constants.d.ts

@@ -0,0 +1,7 @@
+/**
+ * Shared tolerance for float-vs-float monetary comparisons across the calculation-warning
+ * (form-section.ts) and formula-assertion (formula-expression-evaluator.ts) features, so the
+ * two "are these two totals equal" checks never silently drift apart.
+ */
+export declare const CALCULATION_TOLERANCE = 0.01;
+//# sourceMappingURL=formula-constants.d.ts.map

package/dist/utils/formula-constants.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"formula-constants.d.ts","sourceRoot":"","sources":["../../src/utils/formula-constants.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AACH,eAAO,MAAM,qBAAqB,OAAO,CAAC"}

package/dist/utils/formula-expression-evaluator.d.ts

@@ -0,0 +1,64 @@
+/**
+ * JDF-044: purpose-scoped evaluator for the XPath-like `test` strings found in
+ * VALUE_ASSERTION / precondition entries of the *_formula.json linkbase export.
+ *
+ * This is intentionally NOT a general XPath 2.0 engine. It supports exactly the
+ * operators/functions observed across the real fixture's arithmetic/boolean test shapes:
+ * variable refs ($varArc_...), numeric literals, `sum()`, `not()`, `empty()`, `or`, `and`,
+ * `=` / `eq` comparison, `+` / `-` (including a leading unary sign), and (JDF-055)
+ * `xff:has-fallback-value(xs:QName('varArc_...'))`.
+ *
+ * A minority of real test strings use XBRL Formula function-library calls outside this
+ * scope (`xfi:period*`, `if()`, string-literal `eq` comparisons, etc.). Those throw
+ * FormulaExpressionError so JDF-047's orchestrator can skip + warn rather than silently
+ * misreport a pass/fail. See the ticket doc for the full function-usage survey.
+ *
+ * Supported grammar:
+ *   BoolExpr     := OrExpr
+ *   OrExpr       := AndExpr ( 'or' AndExpr )*
+ *   AndExpr      := BoolTerm ( 'and' BoolTerm )*
+ *   BoolTerm     := 'not' '(' BoolExpr ')'
+ *                 | 'empty' '(' Variable ')'
+ *                 | 'xff:has-fallback-value' '(' 'xs:QName' '(' String ')' ')'
+ *                 | Comparison
+ *   Comparison   := ValueExpr ( ('=' | 'eq') ValueExpr )
+ *   ValueExpr    := AdditiveExpr
+ *   AdditiveExpr := ['+' | '-'] ValueTerm ( ('+' | '-') ValueTerm )*
+ *   ValueTerm    := 'sum' '(' Variable ')' | Variable | Number | '(' ValueExpr ')'
+ *   Variable     := '$' identifier
+ *   String       := "'" ... "'"
+ */
+export type FormulaBindingValue = number | number[] | undefined;
+export type FormulaVariableBindings = Map<string, FormulaBindingValue>;
+/**
+ * JDF-055: per-variable-name "did this FACT_VARIABLE resolve to zero real facts and fall back
+ * to its declared fallbackValue?" flag, keyed by the variable's bare name (no leading `$`),
+ * consumed by `xff:has-fallback-value(xs:QName('name'))`. A missing key (not `false`) means
+ * "unknown/not tracked for this name" — treated as cannot-evaluate, not a silent `false`.
+ */
+export type FormulaFallbackUsage = Map<string, boolean>;
+export declare class FormulaExpressionError extends Error {
+    readonly test: string;
+    readonly reason: 'unsupported-syntax' | 'unbound-variable' | 'parse-error';
+    constructor(message: string, test: string, reason?: 'unsupported-syntax' | 'unbound-variable' | 'parse-error');
+}
+/**
+ * Evaluates a VALUE_ASSERTION.test or preconditions[].test string against resolved
+ * variable bindings. Throws FormulaExpressionError for anything outside the supported
+ * grammar (unsupported syntax) or when a scalar variable is referenced directly, outside
+ * sum()/empty(), while unbound (cannot evaluate) — callers (JDF-047) must catch this and
+ * treat it as "assertion skipped", not "assertion failed".
+ *
+ * `fallbackUsage` (JDF-055) is optional and defaults to empty — omitting it is only safe when
+ * the test string is known not to use `xff:has-fallback-value()`; if it does and no usage was
+ * tracked for the referenced name, evaluation throws FormulaExpressionError rather than
+ * silently treating it as `false`.
+ */
+export declare function evaluateFormulaTest(test: string, bindings: FormulaVariableBindings, fallbackUsage?: FormulaFallbackUsage): boolean;
+/**
+ * Evaluates an EXISTENCE_ASSERTION.test string (e.g. ".eq 0", ".le 1", ".eq 0 or .eq 1")
+ * against the number of facts matched by the assertion's variable(s). Per the XBRL Formula
+ * 1.0 spec, an omitted/empty test defaults to ".gt 0" (at least one matching fact).
+ */
+export declare function evaluateExistenceTest(test: string | undefined, matchedFactCount: number): boolean;
+//# sourceMappingURL=formula-expression-evaluator.d.ts.map

package/dist/utils/formula-expression-evaluator.d.ts.map

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package/dist/utils/formula-precondition-evaluator.d.ts

@@ -0,0 +1,33 @@
+import { XBRLFormulaAssertion, XBRLFormulaPrecondition } from '../schema/xbrl-types';
+import { FormulaFallbackUsage, FormulaVariableBindings } from './formula-expression-evaluator';
+import { FormulaResolutionContext } from './formula-resolution-context';
+
+export interface PreconditionEvaluation {
+    satisfied: boolean;
+    /** Present only when satisfied is false: why the assertion should be skipped. */
+    skipReason?: 'precondition' | 'unresolvable';
+}
+/**
+ * Resolves every variable an assertion declares into a single bindings map, once — shared by
+ * both precondition evaluation and the assertion's own main `test` (JDF-047), so a variable is
+ * never resolved twice for the same assertion run.
+ */
+export declare function buildAssertionBindings(assertion: XBRLFormulaAssertion, ctx: FormulaResolutionContext): FormulaVariableBindings;
+/**
+ * JDF-055: builds the `xff:has-fallback-value()` lookup map for an assertion's variables.
+ * Fast-path: if neither the main test nor any precondition references `has-fallback-value` at
+ * all (a plain substring check), returns an empty map without resolving anything — most
+ * assertions (616/784) never use this function, so this avoids doubling resolver work for them.
+ * A variable that resolved to zero facts with no `fallbackValue` declared is deliberately
+ * omitted from the map (not set to `false`) — see `resolveFormulaVariableUsedFallback`.
+ */
+export declare function buildAssertionFallbackUsage(assertion: XBRLFormulaAssertion, ctx: FormulaResolutionContext): FormulaFallbackUsage;
+/**
+ * Evaluates an assertion's preconditions against its already-resolved variable bindings.
+ * Empty `preconditions` always satisfies (no gating). A precondition whose test cannot be
+ * evaluated (JDF-044's FormulaExpressionError — e.g. it references a variable that failed to
+ * resolve) causes the assertion to be skipped with reason 'unresolvable', not a crash and not
+ * a silent true/false.
+ */
+export declare function evaluateAssertionPreconditions(preconditions: XBRLFormulaPrecondition[], bindings: FormulaVariableBindings, fallbackUsage?: FormulaFallbackUsage): PreconditionEvaluation;
+//# sourceMappingURL=formula-precondition-evaluator.d.ts.map

package/dist/utils/formula-precondition-evaluator.d.ts.map

@@ -0,0 +1 @@
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package/dist/utils/formula-resolution-context.d.ts

@@ -0,0 +1,45 @@
+import { FormData, FormColumn } from '../schema/types';
+import { XBRLPresentationRole, XBRLHypercubeRole } from '../schema/xbrl-types';
+
+export interface FormulaConceptInfo {
+    conceptId: string;
+    qname: string;
+    balance?: 'debit' | 'credit';
+}
+export interface FormulaFactCandidate {
+    conceptId: string;
+    columnId: string;
+}
+export interface FormulaResolutionContext {
+    formData: FormData;
+    columns: FormColumn[];
+    periodStartDate: string;
+    periodEndDate: string;
+    conceptByQName: Map<string, FormulaConceptInfo>;
+    conceptById: Map<string, FormulaConceptInfo>;
+    /** roleURI (linkrole) -> conceptId -> direct child conceptIds, for CONCEPT_RELATION. */
+    childrenByRole: Map<string, Map<string, string[]>>;
+    /**
+     * JDF-056: roleURI -> totalConceptId -> resolved member conceptIds, for totals whose members
+     * are trailing presentation siblings rather than nested children (~6% of real CONCEPT_RELATION
+     * filters — see total-group-resolver.ts). Only consult this when `childrenByRole` came back
+     * empty for a given concept; nested-children resolution remains authoritative when present.
+     */
+    totalGroupChildrenByRole: Map<string, Map<string, string[]>>;
+    dimensionQNameToId: Map<string, string>;
+    memberQNameToId: Map<string, string>;
+    /**
+     * JDF-052: every (conceptId, columnId) pair in `formData` with a non-empty raw value —
+     * a "fact" exists once any value is entered, text/boolean/enum concepts included, not just
+     * numeric ones. Computed once here rather than by the resolver per FACT_VARIABLE: profiling
+     * against the full real fixture (549 roles, 784 assertions) showed this rebuild — previously
+     * done on every one of the ~2000 variable resolutions in a single evaluate() run — was the
+     * dominant cost (a 500-fact universe measured ~500ms; the full ~11000-fact universe measured
+     * ~2200ms, a far smaller-than-linear increase, meaning most of the original cost was the
+     * repeated Object.keys() rescans themselves, not proportional per-fact work).
+     */
+    allCandidates: FormulaFactCandidate[];
+}
+export declare function buildFormulaResolutionContext(formData: FormData, columns: FormColumn[], presentationRoles: XBRLPresentationRole[], hypercubeRoles: XBRLHypercubeRole[] | undefined, periodStartDate: string, periodEndDate: string): FormulaResolutionContext;
+export declare function collectDescendantConceptIds(childrenIndex: Map<string, string[]>, rootConceptId: string): string[];
+//# sourceMappingURL=formula-resolution-context.d.ts.map

package/dist/utils/formula-resolution-context.d.ts.map

@@ -0,0 +1 @@
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package/dist/utils/formula-variable-resolver.d.ts

@@ -0,0 +1,30 @@
+import { XBRLFormulaVariable } from '../schema/xbrl-types';
+import { FormulaBindingValue } from './formula-expression-evaluator';
+import { FormulaResolutionContext } from './formula-resolution-context';
+
+/**
+ * Resolves a FACT_VARIABLE's filters against the current form state, returning the value(s)
+ * it binds to. Returns `undefined` for a scalar (bindAsSequence: false) variable with zero
+ * matches and no fallbackValue — JDF-044's evaluator treats that as "cannot evaluate" when
+ * the variable is referenced directly (outside sum()/empty()), per XBRL Formula semantics.
+ */
+export declare function resolveFormulaVariable(variable: XBRLFormulaVariable, ctx: FormulaResolutionContext): FormulaBindingValue;
+/**
+ * Returns the raw count of facts a variable's filters match, regardless of whether the value
+ * parses as a number — used to feed JDF-044's `evaluateExistenceTest` for EXISTENCE_ASSERTION,
+ * which cares about presence (has this concept been reported at all under these conditions?),
+ * not numeric parseability.
+ */
+export declare function resolveFormulaVariableMatchCount(variable: XBRLFormulaVariable, ctx: FormulaResolutionContext): number;
+/**
+ * JDF-055: whether this variable "used its fallback" — resolved to zero real matched facts AND
+ * had a `fallbackValue` declared — for `xff:has-fallback-value()` support. Per the XBRL Formula
+ * semantics this function name implies (confirmed against real fixture usage patterns, not
+ * assumed): a variable with a real matched fact never used its fallback (false); a variable with
+ * zero matches and a declared fallbackValue did (true); a variable with zero matches and NO
+ * fallbackValue declared is a separate "cannot evaluate" case, not silently false — callers
+ * should omit such a variable from the FormulaFallbackUsage map entirely rather than mapping it
+ * to `false`, so the evaluator's "missing key" cannot-evaluate path applies.
+ */
+export declare function resolveFormulaVariableUsedFallback(variable: XBRLFormulaVariable, ctx: FormulaResolutionContext): boolean | undefined;
+//# sourceMappingURL=formula-variable-resolver.d.ts.map

package/dist/utils/formula-variable-resolver.d.ts.map

@@ -0,0 +1 @@
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package/dist/utils/total-group-resolver.d.ts

@@ -0,0 +1,68 @@
+/**
+ * JDF-056: generalized port of `form-section.ts`'s proven sibling/`totalLabel`-fallback
+ * algorithm (`_traverseTotalGroups`/`_registerTotalGroup`/`_resolveTotalGroupMembers`, built and
+ * hardened across JDF-026/030/038/041 for the calculation-warning feature), for use by the
+ * formula-validation feature's `CONCEPT_RELATION` resolution (JDF-045/056).
+ *
+ * Some NL-taxonomy (SBR) presentation roles model a total as a trailing **sibling** of its
+ * constituent line items under a shared abstract "Title" concept, rather than as their parent:
+ *
+ *   kvk-abstr:AssetsNoncurrentTitle (abstract)
+ *   ├─ jenv-bw2-i:IntangibleAssets
+ *   ├─ jenv-bw2-i:PropertyPlantEquipment
+ *   └─ jenv-bw2-i:AssetsNoncurrent   ← the total, a SIBLING of its own constituents
+ *
+ * `form-section.ts` solved this by scanning `preferredLabel` for the `totalLabel`/
+ * `negatedTotalLabel` family and walking backward through presentation siblings when a total row
+ * has no nested children of its own. This module is that same algorithm, generalized via an
+ * accessor interface so it works against either domain's node shape (`ConceptTree` in
+ * `form-section.ts`, `XBRLPresentationConcept` in the formula-validation pipeline) without a
+ * second hand-maintained copy of taxonomy-quirk-specific logic.
+ *
+ * **Decision recorded (JDF-056, 2026-08-13):** this utility is used by the formula-validation
+ * feature now. `form-section.ts` is NOT refactored to use it in this pass — that component's
+ * calculation-warning feature is live and already tested against its own `ConceptTree`-shaped
+ * state, and migrating it carries real regression risk for an unrelated, working feature under
+ * time pressure. Migrating `form-section.ts` to this shared utility is a reasonable, low-risk
+ * follow-up whenever that code is next touched, not a requirement of this ticket.
+ */
+export interface TotalGroupAccessors<TNode> {
+    getId(node: TNode): string;
+    getPreferredLabel(node: TNode): string | undefined;
+    isAbstract(node: TNode): boolean;
+    getChildren(node: TNode): TNode[];
+}
+/**
+ * XBRL uses more than one preferredLabel role to mark a "total" row — the plain
+ * `.../role/totalLabel` and the sign-flipped `.../role/negatedTotalLabel` (used for subtotals of
+ * negated/expense items). Case-insensitive matching, mirroring `form-section.ts`'s
+ * `_isTotalLabel` exactly (a case-sensitive check previously missed `negatedTotalLabel`, whose
+ * capital `T` reads differently than the plain form).
+ */
+export declare function isTotalLabel(preferredLabel: string | undefined): boolean;
+/**
+ * Distinguishes a self-contained "deduction block" subtotal (negatedTotalLabel, e.g. "Total of
+ * sum of expenses") from a plain cascading/running total. Mirrors `form-section.ts`'s
+ * `_isNegatedTotalLabel` exactly.
+ */
+export declare function isNegatedTotalLabel(preferredLabel: string | undefined): boolean;
+/**
+ * A member of a total's sibling/child group can itself be a presentation-only abstract wrapper
+ * (e.g. "Group equity" wrapping Equity + Third party share + a nested "Total of group equity")
+ * rather than a value-bearing node. Abstract nodes never carry a fact, so resolve them to the
+ * nested totalLabel node that actually carries their aggregate value — otherwise the outer
+ * total's member set silently drops that whole subgroup. Mirrors `form-section.ts`'s
+ * `_resolveValueConcept` exactly, including its depth cutoff against malformed/cyclic data.
+ */
+export declare function resolveValueNode<TNode>(node: TNode, accessors: TotalGroupAccessors<TNode>, depth?: number): TNode | null;
+/**
+ * Walks a presentation tree and returns a map from each total-row node's id to the resolved
+ * member node ids that make up its total, for every total whose members are trailing
+ * presentation siblings rather than nested children. Totals that DO have real nested children
+ * are intentionally NOT included here — nested-children resolution (JDF-045's primary path)
+ * remains authoritative for those; this index exists purely as the JDF-056 fallback for the
+ * no-nested-children case, so callers should only consult it when their own nested-children
+ * lookup came back empty (never merge the two, to avoid double-counting).
+ */
+export declare function buildTotalGroupChildrenIndex<TNode>(roots: TNode[], accessors: TotalGroupAccessors<TNode>): Map<string, string[]>;
+//# sourceMappingURL=total-group-resolver.d.ts.map

package/dist/utils/total-group-resolver.d.ts.map

@@ -0,0 +1 @@
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package/dist/utils/total-label.d.ts

@@ -0,0 +1,9 @@
+/**
+ * Single source of truth for "is this XBRL concept row a total/subtotal", based on its
+ * preferredLabel role. Case-insensitive because negatedTotalLabel contains "TotalLabel"
+ * with a capital T (JDF-038). Shared between the calculation-warning feature
+ * (form-section.ts) and the total-row styling feature (concept-tree.ts, JDF-057) so the
+ * two never drift apart on what counts as a total.
+ */
+export declare function isTotalLabel(preferredLabel?: string): boolean;
+//# sourceMappingURL=total-label.d.ts.map

package/dist/utils/total-label.d.ts.map

@@ -0,0 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jupiter-dynamic-forms",
-  "version": "1.20.2",
+  "version": "1.20.3",
   "description": "Framework-agnostic dynamic form builder for XBRL entrypoints using Web Components. Supports Angular 14+, React, Vue, and vanilla HTML.",
   "main": "dist/index.js",
   "module": "dist/index.mjs",