From 8e3375eb10a4267eb01bb6bac06055fbe1b490de Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 2 Sep 2026 14:46:03 +0200 Subject: [PATCH 1/2] Declare the SPI support channel's mass change; conserve was unsatisfiable on real data The graph executor's mass ledger is weighted person mass per stratum (Frame.stratum_mass: household weights broadcast through membership), so a node declared mass='conserve' can only pass when the expansion keeps household composition fixed. spi_support_channel does not: it stacks synthetic households whose person counts differ from the FRS households whose mass they take over, conserving household mass exactly (the stage's allocate_zero_weight_prior_mass declares conservation: exact_total) while person mass moves with the composition change. On the FRS 2024-25 spine the executor measured 68,251,110 -> 65,436,869.6 persons and rejected the node, so no full licensed UK spine build could complete after the node graph landed (#836); the hermetic H2 fixture never exercised the class. The node now declares its mass change: the UK expand kernel states the person-mass ledger the executor verifies and asserts the invariant that is actually the stage's contract, household-mass conservation at the ledger's own tolerance. The CGT clone nodes keep conserve (a clone is its source at half weight) and the band-donor stack keeps free. The pinned uk_spine.json is regenerated; a regression test reproduces the class on a two-household fixture (a mass shift across household sizes at conserved household mass is rejected under conserve and accepted under declared with the ledger), and the node policies are pinned. Co-Authored-By: Claude Fable 5.1 --- ...i-support-channel-mass-policy-836.fixed.md | 1 + .../src/microcosm/build/uk_runtime/graph.py | 15 +- .../build/uk_runtime/graph_kernels.py | 59 +++++++- .../microcosm-build/tests/test_uk_graph.py | 139 ++++++++++++++++++ .../fixtures/parity/uk_spine/uk_spine.json | 2 +- 5 files changed, 210 insertions(+), 6 deletions(-) create mode 100644 changelog.d/uk-spi-support-channel-mass-policy-836.fixed.md diff --git a/changelog.d/uk-spi-support-channel-mass-policy-836.fixed.md b/changelog.d/uk-spi-support-channel-mass-policy-836.fixed.md new file mode 100644 index 000000000..5053ed9a6 --- /dev/null +++ b/changelog.d/uk-spi-support-channel-mass-policy-836.fixed.md @@ -0,0 +1 @@ +Declare the UK `spi_support_channel` graph node's mass change instead of `conserve`: the executor's ledger is weighted person mass, which a stage that stacks differently composed synthetic households at conserved household mass cannot hold, so every full licensed UK spine build failed at that node after the node-graph landed. The kernel now states the person-mass ledger and asserts household-mass conservation itself; a regression test reproduces the class on a two-household fixture. diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/graph.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/graph.py index 0e1ba98f6..a26b48c41 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/graph.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/graph.py @@ -53,8 +53,21 @@ {"spi_support_channel", "cgt_incidence_clone", "cgt_band_donors"} ) +# The executor's mass ledger is weighted *person* mass per stratum +# (``Frame.stratum_mass``: household weights broadcast through membership), so +# ``conserve`` is satisfiable only by an expansion that keeps household +# composition fixed. CGT cloning does (a clone is its source household at +# half weight). The SPI support channel does not: it stacks synthetic +# households whose person counts differ from the FRS households whose mass +# they take over, so household mass is conserved exactly (the stage's +# ``allocate_zero_weight_prior_mass`` declares ``conservation: exact_total``) +# while person mass moves with the composition change. On the FRS 2024-25 +# spine that is 68.25m -> 65.44m persons, which ``conserve`` rejects at the +# node. The node therefore *declares* its mass change: the kernel states the +# person-mass ledger the executor verifies and asserts the household-mass +# invariant itself (``UKExpandStageKernel``). _STRUCTURAL_MASS = { - "spi_support_channel": "conserve", + "spi_support_channel": "declared", "cgt_incidence_clone": "conserve", "cgt_band_donors": "free", } diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/graph_kernels.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/graph_kernels.py index 6b996d973..8c9f7cf55 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/graph_kernels.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/graph_kernels.py @@ -23,6 +23,7 @@ from types import MappingProxyType from typing import TYPE_CHECKING +import numpy as np import pandas as pd from microcosm.frame import Frame, MassChangeRecord, WeightKind @@ -859,17 +860,67 @@ def run(self, context: KernelContext) -> KernelResult: f"{after_weights.kind.value!r}, not declared " f"{declared_kind.value!r}." ) + receipt: dict[str, object] = { + "stage": self.stage, + "frame_mass_log_append": _mass_log_payload(before, after), + } + if context.node.mass == "declared": + receipt["mass"] = _declared_mass_receipt( + before, after, stage=self.stage, weight_entity=weight_entity + ) return KernelResult( columns=MappingProxyType(columns), expand=MappingProxyType(expand), weights=after_weights, - receipt={ - "stage": self.stage, - "frame_mass_log_append": _mass_log_payload(before, after), - }, + receipt=receipt, ) +#: Relative tolerance for the weight-entity mass invariant a ``declared`` UK +#: expansion must still hold; equals the executor's own ledger tolerance. +_WEIGHT_ENTITY_MASS_RTOL = 1e-9 + + +def _declared_mass_receipt( + before: Frame, + after: Frame, + *, + stage: str, + weight_entity: str, +) -> dict[str, object]: + """State the person-mass ledger of a ``declared`` expansion. + + The executor's mass ledger is weighted person mass per stratum, which an + expansion that changes household composition cannot conserve even when it + conserves the mass of the entity it reweights. A ``declared`` UK expansion + therefore states the person-mass ledger for the executor to verify and + asserts here the invariant that is actually its contract: the weight + entity's total mass is unchanged. + """ + + before_entity = float(before.weights_for(weight_entity).total) + after_entity = float(after.weights_for(weight_entity).total) + if not np.isclose( + after_entity, before_entity, rtol=_WEIGHT_ENTITY_MASS_RTOL, atol=0.0 + ): + raise ValueError( + f"UK EXPAND stage {stage!r} declares its person-mass change but must " + f"conserve {weight_entity!r} mass: {before_entity!r} -> {after_entity!r}." + ) + before_mass = before.stratum_mass() + after_mass = after.stratum_mass() + return { + "policy": "declared", + "before": float(before_mass.sum()), + "after": float(after_mass.sum()), + "stratum_before": {key: float(value) for key, value in before_mass.items()}, + "stratum_after": {key: float(value) for key, value in after_mass.items()}, + "weight_entity": weight_entity, + "weight_entity_mass_before": before_entity, + "weight_entity_mass_after": after_entity, + } + + def build_uk_registry( graph: Graph, implementations: Mapping[str, object], diff --git a/packages/microcosm-build/tests/test_uk_graph.py b/packages/microcosm-build/tests/test_uk_graph.py index 88cf39b1e..913de8457 100644 --- a/packages/microcosm-build/tests/test_uk_graph.py +++ b/packages/microcosm-build/tests/test_uk_graph.py @@ -260,3 +260,142 @@ def test_uk_graph_json_round_trip_is_canonical() -> None: assert graph_from_json(serialized) == graph assert graph_to_json(graph_from_json(serialized)) == serialized + + +def _mixed_size_population() -> Population: + """Two households of different size: one person in 10, two in 20.""" + + frame = Frame( + { + "person": pd.DataFrame( + { + "person_id": pd.Series([1, 2, 3], dtype="int64"), + "person_benunit_id": pd.Series([100, 200, 200], dtype="int64"), + "person_household_id": pd.Series([10, 20, 20], dtype="int64"), + } + ), + "benunit": pd.DataFrame( + {"benunit_id": pd.Series([100, 200], dtype="int64")} + ), + "household": pd.DataFrame( + { + "household_id": pd.Series([10, 20], dtype="int64"), + "region": pd.Series(["LONDON", "WALES"], dtype="string"), + } + ), + }, + EntitySchema(group_entities=("benunit", "household")), + { + "household": Weights( + np.array([1.0, 2.0], dtype=np.float64), WeightKind.DESIGN + ) + }, + pd.Series(["base", "base", "base"], dtype="string", name="stratum"), + metadata={"time_period": "2024"}, + ) + return Population.from_frame(frame, "root") + + +def _mass_shifting_expand_result(*, declared: bool) -> KernelResult: + """Clone the one-person household and move mass onto it from the larger one. + + Household mass is conserved (1 + 2 == 0.5 + 1.5 + 1.0) while person mass is + not (1 + 2*2 = 5 against 0.5 + 1.5*2 + 1.0 = 4.5): the shape of the SPI + support channel, whose prior-mass allocation moves half the household mass + onto stacked households whose composition differs from the FRS households + it is taken from. + """ + + receipt: dict[str, object] = { + "frame_mass_log_append": [ + { + "entity": "household", + "old_total": 3.0, + "new_total": 3.0, + "declared_factor": None, + "reason": "test stack conserves household mass, not person mass", + } + ] + } + if declared: + receipt["mass"] = { + "policy": "declared", + "before": 5.0, + "after": 4.5, + "stratum_before": {"base": 5.0}, + "stratum_after": {"base": 4.5}, + } + return KernelResult( + expand={ + "person": pd.Series( + [1], index=pd.Index([4], name="person_id"), dtype="int64" + ), + "benunit": pd.Series( + [100], index=pd.Index([300], name="benunit_id"), dtype="int64" + ), + "household": pd.Series( + [10], index=pd.Index([30], name="household_id"), dtype="int64" + ), + }, + columns={ + ("household", "is_clone"): pd.Series( + [False, False, True], + index=pd.Index([10, 20, 30], name="household_id"), + dtype="bool", + ), + }, + weights=Weights( + np.array([0.5, 1.5, 1.0], dtype=np.float64), + WeightKind.IMPORTANCE, + ), + receipt=receipt, + ) + + +def test_conserve_rejects_a_mass_shift_across_household_sizes() -> None: + # The executor's ledger is person mass: an expansion that conserves the + # weight entity's mass but shifts it between households of different size + # cannot pass ``conserve``. This is the class that refused the SPI support + # channel on the licensed FRS 2024-25 spine (68.25m -> 65.44m persons). + with pytest.raises(PopulationError, match="changed stratum"): + patch( + _mixed_size_population(), + _expand_node(), + _mass_shifting_expand_result(declared=False), + ) + + +def test_declared_accepts_the_same_expansion_with_the_kernel_ledger() -> None: + node = Node( + id="stack", + kernel="uk.stage.expand.test@1", + structural=StructuralDelta.EXPAND, + base="root", + params=_expand_node().params, + mass="declared", + ) + expanded = patch( + _mixed_size_population(), + node, + _mass_shifting_expand_result(declared=True), + ) + + assert expanded.frame.table("person")["person_household_id"].tolist() == [ + 10, + 20, + 20, + 30, + ] + assert expanded.frame.weights_for("household").total == pytest.approx(3.0) + record = expanded.mass_ledger[-1] + assert record.policy == "declared" + assert record.before_total == pytest.approx(5.0) + assert record.after_total == pytest.approx(4.5) + + +def test_spi_support_channel_declares_its_mass_change_and_cgt_clones_conserve() -> None: + graph = uk_spine_graph(load_country_spec("uk")) + + assert graph.node("spi_support_channel").mass == "declared" + assert graph.node("cgt_incidence_clone").mass == "conserve" + assert graph.node("cgt_band_donors").mass == "free" diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json index 97ba4803a..ecd43ebfa 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json @@ -1 +1 @@ -{"country":"uk","nodes":[{"base":null,"citation":"","description":"Load the source-bound UK FRS root 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UK spine stage age_tail.","id":"age_tail","inputs":[{"columns":["frs_benunit_capital"],"entity":"benunit","rows":"all"},{"columns":["region"],"entity":"household","rows":"all"},{"columns":["gender","person_source_id","student_loan_plan"],"entity":"person","rows":"all"}],"kernel":"uk.stage.age_tail@1","mass":"conserve","outputs":[{"column":"age","dtype":"float64","entity":"person","ownership":"produced","rewrite":true,"rows":"all"}],"params":{"stage":"age_tail","stage_contract_sha256":"5f4fa9cd1c55cae6e61a4c046a249d91a4222fa792a02aa652b5c71dedbdcfee","time_period":"2024"},"population":"age_tail.boundary","sources":["frs"],"structural":"none","weights":null}],"sources":[{"codec":"csv-tables","description":"Content-bound UK FRS and donor fixture/source bundle.","name":"frs"}]} From 9312b1e2a092cc6048192f77c7ad2583bdc613e9 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 2 Sep 2026 14:50:48 +0200 Subject: [PATCH 2/2] Read executor-carried id columns from the frame when projecting graph stage records With the SPI node declared, the first full licensed run through the graph completed every stage and then died in the driver's record projection: "graph stage 'frs_spine' exposes 0 artifacts for declared output 'person_id'". Entity ids and memberships are executor-carried context, not owned cells, so the root node exposes no artifact for them although frs_spine declares them among its 86 outputs. The projection now reads those columns' share from the final population (the legacy plan recorded 1.0 for them on every vintage) and still refuses any other output without exactly one artifact. A requires_uk regression test runs the projection over the hermetic H2 fixture and asserts a record with a share for every declared output of every stage, so the class fails in CI's engine lane rather than at the end of a licensed build. Co-Authored-By: Claude Fable 5.1 --- .../microcosm-build/tests/test_uk_graph.py | 71 +++++++++++++++++++ tools/build_uk_frs_spine.py | 24 ++++++- 2 files changed, 94 insertions(+), 1 deletion(-) diff --git a/packages/microcosm-build/tests/test_uk_graph.py b/packages/microcosm-build/tests/test_uk_graph.py index 913de8457..760c99bd8 100644 --- a/packages/microcosm-build/tests/test_uk_graph.py +++ b/packages/microcosm-build/tests/test_uk_graph.py @@ -399,3 +399,74 @@ def test_spi_support_channel_declares_its_mass_change_and_cgt_clones_conserve() assert graph.node("spi_support_channel").mass == "declared" assert graph.node("cgt_incidence_clone").mass == "conserve" assert graph.node("cgt_band_donors").mass == "free" + + +@pytest.mark.requires_uk +def test_driver_projects_a_stage_record_for_every_graph_stage_on_the_fixture( + tmp_path, +) -> None: + """The driver's record projection must cover every declared output. + + ``frs_spine`` declares the entity ids and memberships among its outputs, + but the executor carries those outside owned cells, so the root node + exposes no artifact for them. The first full licensed run through the + graph completed every stage and then died here, on ``person_id``; this + test runs the projection on the hermetic H2 fixture so the class fails + in CI's engine lane instead. + """ + + import importlib.util + from pathlib import Path + + from microcosm.build.uk_runtime.graph_kernels import fixture_stage_plan_inputs + from microcosm.graph import ContentStore, run_graph + + root = Path(__file__).resolve().parents[3] + fixture = root / "packages/microcosm-graph/tests/fixtures/parity/uk_spine" + if not fixture.exists(): + pytest.skip("UK spine parity fixture is not present") + spec = importlib.util.spec_from_file_location( + "build_uk_frs_spine", root / "tools" / "build_uk_frs_spine.py" + ) + driver = importlib.util.module_from_spec(spec) + spec.loader.exec_module(driver) + + country = load_country_spec("uk") + stages = [ + stage + for stage in country.sources.stages + if stage.stage not in UK_SPINE_EXCLUSIONS + ] + _, implementations = fixture_stage_plan_inputs(fixture / "sources") + graph = uk_spine_graph() + compiled = compile_graph(graph) + store = ContentStore(tmp_path / "store") + manifest = run_graph( + compiled, + sources={"frs": fixture / "sources"}, + store=store, + kernels=uk_registry(dict(implementations)), + resume="forbid", + decisions=(), + ) + final = manifest.population(compiled.versions[compiled.order[-1]]) + + records = driver._graph_stage_records( + manifest=manifest, store=store, stages=stages, frame=final + ) + + assert [record.stage for record in records] == [stage.stage for stage in stages] + by_stage = {record.stage: record for record in records} + for stage in stages: + assert set(by_stage[stage.stage].nonzero_share) == set(stage.outputs), ( + stage.stage + ) + root_shares = by_stage["frs_spine"].nonzero_share + for column in ( + "person_id", + "person_benunit_id", + "person_household_id", + "benunit_id", + "household_id", + ): + assert root_shares[column] == 1.0 diff --git a/tools/build_uk_frs_spine.py b/tools/build_uk_frs_spine.py index 48723b741..caa136291 100644 --- a/tools/build_uk_frs_spine.py +++ b/tools/build_uk_frs_spine.py @@ -633,9 +633,18 @@ def _graph_stage_records( manifest, store: ContentStore, stages, + frame, ) -> tuple[StageRecord, ...]: - """Project immediate node artifacts onto the legacy record schema.""" + """Project immediate node artifacts onto the legacy record schema. + + Entity ids and memberships are executor-carried context, not owned cells, + so the root node exposes no artifact for them although ``frs_spine`` + declares them as outputs. Their share is read from the final population + instead, which is what the legacy plan recorded (identity columns are + never zero, so the value is 1.0 on every vintage). + """ + structural = _structural_columns(frame) records: list[StageRecord] = [] for stage in stages: output_node = ( @@ -651,6 +660,9 @@ def _graph_stage_records( for coordinate, key in output_receipt.artifacts.items() if coordinate[1] == column ] + if not matches and column in structural: + shares[column] = _nonzero_shares(frame, [column])[column] + continue if len(matches) != 1: raise RuntimeError( f"graph stage {stage.stage!r} exposes {len(matches)} artifacts " @@ -670,6 +682,15 @@ def _graph_stage_records( return tuple(records) +def _structural_columns(frame) -> frozenset[str]: + """Entity id and membership columns the executor carries outside owned cells.""" + + schema = frame.schema + columns = {schema.entity_id_column(entity) for entity in frame.entities} + columns.update(schema.membership_column(group) for group in schema.group_entities) + return frozenset(columns) + + def _new_build_id(timestamp: datetime) -> str: return f"uk-frs-spine-{timestamp.strftime('%Y%m%dT%H%M%SZ')}" @@ -1253,6 +1274,7 @@ def main(argv: list[str] | None = None) -> int: manifest=graph_manifest, store=graph_store, stages=stages, + frame=frame, ) sampling = sampled_root.sampling if spine_battery is not None: