axioval-engine 0.3.0

Trusted capability compiler and deterministic source-neutral validation runtime
Documentation
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
1001
1002
1003
1004
1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
1017
1018
1019
1020
1021
1022
1023
1024
1025
1026
1027
1028
1029
1030
1031
1032
1033
1034
1035
1036
1037
1038
1039
1040
1041
1042
1043
1044
1045
1046
1047
1048
1049
1050
1051
1052
1053
1054
1055
1056
1057
1058
1059
1060
1061
1062
1063
1064
1065
1066
1067
1068
1069
1070
1071
1072
1073
1074
1075
1076
1077
1078
//! Strict binding from portable schema packages to trusted executable plans.

use std::{
    collections::{BTreeMap, BTreeSet},
    sync::Arc,
};

use axioval_ir::contract::{
    ClassificationDefinition, ColumnKind, GateCondition, ParameterKind, ParameterValue,
    RuleApplicability, RuleDefinition, RuleFolder, RuleGate, RuleInstance, Selector,
    TableColumnDefinition, TableRow,
};
use axioval_ir::{DefinitionPackage, RuleId, RuleSetPackage};

use crate::concepts::{ConceptCatalog, ConceptKind};
use crate::refinement::{RuleRefinement, validate_bands};
use crate::rule_outcomes;
use crate::{
    CapabilityRegistry, CompiledRule, DeferredRule, EngineError, ExecutionPlan,
    ParameterDescriptor, ParameterType, TableColumn,
};

/// Normalized Axioval Schema version implemented by this compiler.
pub const SUPPORTED_SCHEMA_VERSION: &str = "0.1.0";

/// Compiles a ruleset against its definition packages and host-controlled capabilities.
pub fn compile(
    registry: &CapabilityRegistry,
    definitions: &[DefinitionPackage],
    ruleset: &RuleSetPackage,
) -> Result<ExecutionPlan, EngineError> {
    validate_package_versions(definitions, ruleset)?;
    let packages = collect_definition_packages(definitions)?;
    for package_id in &ruleset.definition_packages {
        if !packages.contains_key(package_id.as_str()) {
            return Err(EngineError::MissingDefinitionPackage(package_id.clone()));
        }
    }
    let catalog = definition_catalog(ruleset, &packages)?;
    let mut concepts = concept_catalog(ruleset, &packages)?;
    concepts.declare_classifications(ruleset.classifications.keys().map(String::as_str));
    let classifications = classifications(registry, &concepts, ruleset)?;
    let mut authored = Vec::new();
    flatten(&ruleset.root, &[], &mut authored);
    authored.sort_by(|(left, _), (right, _)| left.id.cmp(&right.id));
    let known: BTreeSet<&str> = authored.iter().map(|(rule, _)| rule.id.as_str()).collect();
    let disabled: BTreeSet<&str> = authored
        .iter()
        .filter(|(rule, _)| !rule.enabled)
        .map(|(rule, _)| rule.id.as_str())
        .collect();
    let mut ids = BTreeSet::new();
    let mut rules = Vec::new();
    let mut deferred = Vec::new();
    let mut refinements = BTreeMap::new();
    let mut gates = BTreeMap::new();
    let mut dependencies: BTreeMap<RuleId, BTreeSet<RuleId>> = BTreeMap::new();
    let mut recorded = BTreeSet::new();
    let mut auxiliary = BTreeSet::new();
    for (rule, folder_gates) in authored.into_iter().filter(|(rule, _)| rule.enabled) {
        if !ids.insert(rule.id.as_str()) {
            return Err(EngineError::DuplicateRule(rule.id.clone()));
        }
        let definition = catalog
            .get(rule.definition_id.as_str())
            .ok_or_else(|| EngineError::UnknownDefinition(rule.definition_id.clone()))?;
        let parameters = bind_parameters(registry, rule, definition)?;
        for value in parameters.values() {
            validate_parameter_concepts(&concepts, &rule.id, value)?;
        }
        let id = RuleId::new(rule.id.clone())
            .map_err(|_| EngineError::InvalidRuleId(rule.id.clone()))?;
        let refinement = refinement(registry, &concepts, rule, &definition.capability)?;
        let dependency = rule_dependencies(rule, &folder_gates, &parameters, &refinement, &known)?;
        recorded.extend(dependency.per_object.iter().cloned());
        if rule.auxiliary {
            auxiliary.insert(id.clone());
        }
        if !dependency.whole.is_empty() {
            gates.insert(id.clone(), dependency.whole);
        }
        dependencies.insert(id.clone(), dependency.all);
        if !refinement.is_empty() {
            refinements.insert(id.clone(), refinement);
        }
        match applicability_selector(&concepts, rule)? {
            Ok(selector) => rules.push(CompiledRule {
                id,
                capability: definition.capability.clone(),
                severity: rule.severity.clone(),
                selector: gated(selector, dependency.narrowing),
                parameters,
            }),
            Err(groups) => deferred.push(DeferredRule {
                id,
                capability: definition.capability.clone(),
                reason: format!(
                    "capability `{}` evaluates one population; applicability names {groups} target groups",
                    definition.capability,
                ),
            }),
        }
    }
    // An auxiliary rule reports only through the rules that read it, so
    // one nothing reads would hide its outcome entirely.
    if let Some(unread) = auxiliary
        .iter()
        .find(|id| !dependencies.values().any(|parents| parents.contains(*id)))
    {
        return Err(EngineError::InvalidDependency {
            rule: unread.to_string(),
            detail: "the rule is auxiliary, but no enabled rule reads its outcome, so it \
                     would never be reported"
                .into(),
        });
    }
    let rules = defer_dependents(rules, &mut deferred, &dependencies, &disabled);
    deferred.sort_by(|left, right| left.id.cmp(&right.id));
    let rules = ordered(registry, rules, &dependencies, &recorded)?;
    Ok(ExecutionPlan {
        rules,
        deferred,
        concepts: Arc::new(concepts),
        refinements,
        gates,
        recorded,
        auxiliary,
        classifications,
    })
}

/// The ruleset's classifications, checked and ordered so each follows the
/// classifications its rows read.
fn classifications(
    registry: &CapabilityRegistry,
    concepts: &ConceptCatalog,
    ruleset: &RuleSetPackage,
) -> Result<Vec<ClassificationDefinition>, EngineError> {
    let mut read_by: BTreeMap<&str, BTreeSet<&str>> = BTreeMap::new();
    for (key, definition) in &ruleset.classifications {
        let invalid = |detail: String| EngineError::InvalidClassification {
            classification: key.clone(),
            detail,
        };
        if *key != definition.id {
            return Err(invalid(format!(
                "is declared under the key `{key}`, not its id"
            )));
        }
        if definition.id.trim().is_empty() {
            return Err(invalid("its id is blank".into()));
        }
        if definition.rows.is_empty() {
            return Err(invalid("it has no rows".into()));
        }
        if registry.refiner().is_none() {
            return Err(invalid(
                "the host registered no outcome refiner to evaluate its rows".into(),
            ));
        }
        let mut read = BTreeSet::new();
        for (index, row) in definition.rows.iter().enumerate() {
            if row.class.trim().is_empty() {
                return Err(invalid(format!("row {index} assigns a blank class")));
            }
            let context = format!("{}#{index}", definition.id);
            validate_selector_concepts(concepts, &context, &row.selector)?;
            let mut rules = BTreeSet::new();
            rule_outcomes::selector_references(&row.selector, &mut rules);
            if !rules.is_empty() {
                return Err(invalid(format!(
                    "row {index} reads a rule's outcome; classes are derived before any rule runs"
                )));
            }
            classifications_read(&row.selector, &mut read);
        }
        read_by.insert(definition.id.as_str(), read);
    }
    let mut ordered: Vec<ClassificationDefinition> = Vec::new();
    let mut pending: BTreeSet<&str> = read_by.keys().copied().collect();
    while !pending.is_empty() {
        let next = pending
            .iter()
            .copied()
            .find(|id| read_by[id].iter().all(|needed| !pending.contains(needed)));
        let Some(next) = next else {
            let first = pending.iter().next().copied().unwrap_or_default();
            return Err(EngineError::InvalidClassification {
                classification: first.to_owned(),
                detail: format!(
                    "the classifications {} read one another in a cycle",
                    pending
                        .iter()
                        .map(|id| format!("`{id}`"))
                        .collect::<Vec<_>>()
                        .join(", ")
                ),
            });
        };
        pending.remove(next);
        ordered.push(ruleset.classifications[next].clone());
    }
    Ok(ordered)
}

/// Every classification a property selector in `selector` reads.
fn classifications_read<'a>(selector: &'a Selector, out: &mut BTreeSet<&'a str>) {
    match selector {
        Selector::Property {
            property_set: Some(set),
            property,
            ..
        } if set == axioval_ir::CLASSIFICATION_SET => {
            out.insert(property);
        }
        Selector::AllOf { operands } | Selector::AnyOf { operands } => {
            for operand in operands {
                classifications_read(operand, out);
            }
        }
        Selector::Not { operand } => classifications_read(operand, out),
        Selector::Related { selector, .. } => classifications_read(selector, out),
        _ => {}
    }
}

/// `rules` in dependency order, refused when they form a cycle or read
/// another rule per object without a refiner to record its selection.
fn ordered(
    registry: &CapabilityRegistry,
    rules: Vec<CompiledRule>,
    dependencies: &BTreeMap<RuleId, BTreeSet<RuleId>>,
    recorded: &BTreeSet<RuleId>,
) -> Result<Vec<CompiledRule>, EngineError> {
    let rules = rule_outcomes::dependency_order(rules, dependencies).map_err(|cycle| {
        EngineError::InvalidDependency {
            rule: cycle[0].to_string(),
            detail: format!(
                "the rules {} depend on one another's outcomes in a cycle",
                cycle
                    .iter()
                    .map(|id| format!("`{id}`"))
                    .collect::<Vec<_>>()
                    .join(", ")
            ),
        }
    })?;
    if let Some(reader) = rules.iter().find(|rule| {
        dependencies[&rule.id]
            .iter()
            .any(|parent| recorded.contains(parent))
    }) && registry.refiner().is_none()
    {
        return Err(EngineError::InvalidDependency {
            rule: reader.id.to_string(),
            detail: "the rule reads another rule's outcomes per object, and the host \
                     registered no outcome refiner to record that rule's selection"
                .into(),
        });
    }
    Ok(rules)
}

/// What one rule reads of other rules' outcomes.
struct RuleDependency {
    /// Every rule it reads, as a whole or per object.
    all: BTreeSet<RuleId>,
    /// Rules it reads per object, whose selection must be recorded.
    per_object: BTreeSet<RuleId>,
    /// Whole-rule gates, parent and condition.
    whole: Vec<(RuleId, GateCondition)>,
    /// Selectors its object gates narrow its applicability by.
    narrowing: Vec<Selector>,
}

/// The rules `rule` depends on through its folders' gates and its own, and
/// through `ruleOutcome` selectors in its applicability, parameters and
/// severity overrides. Every one must be a rule of the ruleset, and never
/// the rule itself.
fn rule_dependencies(
    rule: &RuleInstance,
    folder_gates: &[&RuleGate],
    parameters: &BTreeMap<String, ParameterValue>,
    refinement: &RuleRefinement,
    known: &BTreeSet<&str>,
) -> Result<RuleDependency, EngineError> {
    let invalid = |detail: String| EngineError::InvalidDependency {
        rule: rule.id.clone(),
        detail,
    };
    let mut per_object: BTreeSet<&str> = BTreeSet::new();
    match &rule.applicability {
        RuleApplicability::Selector(selector) => {
            rule_outcomes::selector_references(selector, &mut per_object);
        }
        RuleApplicability::Groups(groups) => {
            for group in groups.groups.values() {
                rule_outcomes::selector_references(&group.selector, &mut per_object);
            }
        }
    }
    for value in parameters.values() {
        rule_outcomes::value_references(value, &mut per_object);
    }
    for entry in &refinement.severity_overrides {
        rule_outcomes::selector_references(&entry.selector, &mut per_object);
    }
    let mut whole = Vec::new();
    let mut narrowing = Vec::new();
    for gate in folder_gates.iter().copied().chain(&rule.gate) {
        match rule_outcomes::gate_selector(&gate.rule, gate.condition) {
            Some(selector) => {
                per_object.insert(&gate.rule);
                narrowing.push(selector);
            }
            None => whole.push((gate.rule.as_str(), gate.condition)),
        }
    }
    let rule_id = |name: &str| {
        if name == rule.id {
            return Err(invalid(
                "the rule depends on its own outcome; a gate on a folder must name a rule \
                 outside it"
                    .into(),
            ));
        }
        if !known.contains(name) {
            return Err(invalid(format!(
                "the rule depends on rule `{name}`, which the ruleset does not define"
            )));
        }
        RuleId::new(name).map_err(|_| EngineError::InvalidRuleId(name.into()))
    };
    let per_object = per_object
        .into_iter()
        .map(rule_id)
        .collect::<Result<BTreeSet<_>, _>>()?;
    let whole = whole
        .into_iter()
        .map(|(name, condition)| Ok((rule_id(name)?, condition)))
        .collect::<Result<Vec<_>, EngineError>>()?;
    let mut all = per_object.clone();
    all.extend(whole.iter().map(|(parent, _)| parent.clone()));
    Ok(RuleDependency {
        all,
        per_object,
        whole,
        narrowing,
    })
}

/// `selector` narrowed by an object gate's selectors, gates first.
fn gated(selector: &Selector, narrowing: Vec<Selector>) -> Selector {
    if narrowing.is_empty() {
        return selector.clone();
    }
    let mut operands = narrowing;
    operands.push(selector.clone());
    Selector::AllOf { operands }
}

/// `rules` without those depending, directly or through other rules, on a
/// disabled or deferred rule; those are deferred, since their parent never
/// runs and their gate or selection could never be decided.
fn defer_dependents(
    mut rules: Vec<CompiledRule>,
    deferred: &mut Vec<DeferredRule>,
    dependencies: &BTreeMap<RuleId, BTreeSet<RuleId>>,
    disabled: &BTreeSet<&str>,
) -> Vec<CompiledRule> {
    let blocking = |parent: &RuleId, deferred: &[DeferredRule]| {
        disabled.contains(parent.to_string().as_str()) || deferred.iter().any(|d| d.id == *parent)
    };
    while let Some(index) = rules.iter().position(|rule| {
        dependencies[&rule.id]
            .iter()
            .any(|parent| blocking(parent, deferred))
    }) {
        let rule = rules.remove(index);
        let parents = dependencies[&rule.id]
            .iter()
            .filter(|parent| blocking(parent, deferred))
            .map(|parent| format!("`{parent}`"))
            .collect::<Vec<_>>()
            .join(", ");
        deferred.push(DeferredRule {
            id: rule.id,
            capability: rule.capability,
            reason: format!(
                "the rule depends on the outcome of rule {parents}, which is disabled or \
                 cannot run"
            ),
        });
    }
    rules
}

/// What `rule` asks of its outcomes, checked against the capability.
fn refinement(
    registry: &CapabilityRegistry,
    concepts: &ConceptCatalog,
    rule: &RuleInstance,
    capability: &str,
) -> Result<RuleRefinement, EngineError> {
    let invalid = |detail: String| EngineError::InvalidRefinement {
        rule: rule.id.clone(),
        detail,
    };
    if !rule.severity_bands.is_empty() {
        validate_bands(&rule.severity_bands).map_err(invalid)?;
        let grades = registry
            .get(capability)
            .is_some_and(|capability| capability.grades_deviation());
        if !grades {
            return Err(invalid(format!(
                "capability `{capability}` reports no deviation to grade by `severityBands`"
            )));
        }
    }
    for entry in &rule.severity_overrides {
        validate_selector_concepts(concepts, &rule.id, &entry.selector)?;
    }
    for level in &rule.categories {
        require_property(
            concepts,
            &rule.id,
            level.property_set.as_deref(),
            &level.property,
        )?;
    }
    let refinement = RuleRefinement {
        severity_bands: rule.severity_bands.clone(),
        severity_overrides: rule.severity_overrides.clone(),
        categories: rule.categories.clone(),
    };
    if refinement.needs_refiner() && registry.refiner().is_none() {
        return Err(invalid(
            "the rule refines its outcomes by reading the model, and the host registered no \
             outcome refiner"
                .into(),
        ));
    }
    Ok(refinement)
}

/// Separates a ruleset's package ID from a rule ID in a qualified rule ID.
pub const QUALIFIED_RULE_SEPARATOR: char = '/';

/// Compiles several rulesets into one plan, each rule ID qualified by its
/// ruleset's package ID.
///
/// Every ruleset is compiled on its own, against its own declared definition
/// packages, exactly as [`compile`] compiles it. Its rule IDs then become
/// `package-id/rule-id` ([`QUALIFIED_RULE_SEPARATOR`]), so two rulesets may
/// both define `r1` and report both findings under distinct IDs, and the
/// plan's ID order groups rules by package. One ruleset compiles as
/// [`compile`] does, with its IDs unqualified. The plan's concepts are those
/// of every definition package any ruleset declares.
///
/// # Errors
///
/// Returns every error [`compile`] returns for any ruleset, and an error
/// when no ruleset is given, two rulesets share a package ID, or two
/// declared definition packages declare one concept.
pub fn compile_rulesets(
    registry: &CapabilityRegistry,
    definitions: &[DefinitionPackage],
    rulesets: &[RuleSetPackage],
) -> Result<ExecutionPlan, EngineError> {
    let [first, rest @ ..] = rulesets else {
        return Err(EngineError::NoRuleSet);
    };
    if rest.is_empty() {
        return compile(registry, definitions, first);
    }
    let mut packages_seen = BTreeSet::new();
    let mut declared: Vec<&String> = Vec::new();
    let mut by_package: BTreeMap<&str, Vec<CompiledRule>> = BTreeMap::new();
    let mut deferred = Vec::new();
    let mut refinements = BTreeMap::new();
    let mut gates = BTreeMap::new();
    let mut recorded = BTreeSet::new();
    let mut auxiliary = BTreeSet::new();
    let mut classifications: Vec<ClassificationDefinition> = Vec::new();
    for ruleset in rulesets {
        let package = &ruleset.package.id;
        if !packages_seen.insert(package.as_str()) {
            return Err(EngineError::DuplicateRuleSet(package.clone()));
        }
        for id in &ruleset.definition_packages {
            if !declared.contains(&id) {
                declared.push(id);
            }
        }
        let plan = compile(registry, definitions, ruleset)?;
        let qualify = |id: &RuleId| {
            let qualified = format!("{package}{QUALIFIED_RULE_SEPARATOR}{id}");
            RuleId::new(qualified.clone()).map_err(|_| EngineError::InvalidRuleId(qualified))
        };
        // A ruleset's rules read only its own rules' outcomes, by the same
        // qualified ids.
        let rename = |name: &str| format!("{package}{QUALIFIED_RULE_SEPARATOR}{name}");
        for mut rule in plan.rules {
            rule.id = qualify(&rule.id)?;
            rule_outcomes::rename_selector(&mut rule.selector, &rename);
            for value in rule.parameters.values_mut() {
                rule_outcomes::rename_value(value, &rename);
            }
            by_package.entry(package).or_default().push(rule);
        }
        for (id, mut refinement) in plan.refinements {
            for entry in &mut refinement.severity_overrides {
                rule_outcomes::rename_selector(&mut entry.selector, &rename);
            }
            refinements.insert(qualify(&id)?, refinement);
        }
        for (id, parents) in plan.gates {
            let parents = parents
                .into_iter()
                .map(|(parent, condition)| Ok((qualify(&parent)?, condition)))
                .collect::<Result<Vec<_>, EngineError>>()?;
            gates.insert(qualify(&id)?, parents);
        }
        for id in plan.recorded {
            recorded.insert(qualify(&id)?);
        }
        for id in plan.auxiliary {
            auxiliary.insert(qualify(&id)?);
        }
        // One run derives one class per classification id, so rulesets
        // share a classification only when they declare it alike.
        for definition in plan.classifications {
            match classifications
                .iter()
                .find(|known| known.id == definition.id)
            {
                Some(known) if *known == definition => {}
                Some(_) => {
                    return Err(EngineError::InvalidClassification {
                        classification: definition.id,
                        detail: "two rulesets declare it with different rows".into(),
                    });
                }
                None => classifications.push(definition),
            }
        }
        for mut rule in plan.deferred {
            rule.id = qualify(&rule.id)?;
            deferred.push(rule);
        }
    }
    // Each ruleset's rules keep their dependency order; rulesets follow one
    // another by package ID, as their qualified IDs sort.
    let rules: Vec<CompiledRule> = by_package.into_values().flatten().collect();
    deferred.sort_by(|left, right| left.id.cmp(&right.id));
    let packages = collect_definition_packages(definitions)?;
    let mut concepts = concepts_of(declared.into_iter(), &packages)?;
    concepts.declare_classifications(classifications.iter().map(|c| c.id.as_str()));
    Ok(ExecutionPlan {
        rules,
        deferred,
        concepts: Arc::new(concepts),
        refinements,
        gates,
        recorded,
        auxiliary,
        classifications,
    })
}

/// Every rule definition the ruleset's declared packages provide, by ID.
fn definition_catalog<'a>(
    ruleset: &RuleSetPackage,
    packages: &BTreeMap<&str, &'a DefinitionPackage>,
) -> Result<BTreeMap<&'a str, &'a RuleDefinition>, EngineError> {
    let mut catalog = BTreeMap::new();
    for package_id in &ruleset.definition_packages {
        for (id, definition) in &packages[package_id.as_str()].definitions {
            if catalog.insert(id.as_str(), definition).is_some() {
                return Err(EngineError::CapabilityContract {
                    definition: id.clone(),
                    capability: definition.capability.clone(),
                    detail: "duplicate definition id".into(),
                });
            }
        }
    }
    Ok(catalog)
}

/// Binds a rule's parameters to its definition and to the trusted capability.
///
/// Applies declared defaults, then checks every binding against the
/// capability's descriptor and the definition's allowed values.
fn bind_parameters(
    registry: &CapabilityRegistry,
    rule: &RuleInstance,
    definition: &RuleDefinition,
) -> Result<BTreeMap<String, ParameterValue>, EngineError> {
    let capability = registry
        .get(&definition.capability)
        .ok_or_else(|| EngineError::UnknownCapability(definition.capability.clone()))?;
    let descriptors = capability.parameters();
    validate_signature(
        &rule.definition_id,
        &definition.capability,
        &descriptors,
        &definition.parameters,
    )?;
    let mut parameters = rule.parameters.clone();
    for (name, parameter) in &definition.parameters {
        if !parameters.contains_key(name) {
            if let Some(default) = &parameter.default_value {
                parameters.insert(name.clone(), default.clone());
            } else if parameter.required {
                return Err(EngineError::MissingParameter {
                    capability: definition.capability.clone(),
                    parameter: name.clone(),
                });
            }
        }
    }
    let known: BTreeMap<_, _> = descriptors
        .iter()
        .map(|item| (item.name.as_str(), item))
        .collect();
    for (name, value) in &parameters {
        let descriptor = known
            .get(name.as_str())
            .ok_or_else(|| EngineError::UnknownParameter {
                capability: definition.capability.clone(),
                parameter: name.clone(),
            })?;
        if !descriptor.parameter_type.accepts(value) {
            return Err(EngineError::InvalidParameterType {
                capability: definition.capability.clone(),
                parameter: name.clone(),
            });
        }
        if let (ParameterType::Table(columns), ParameterValue::Table { value: rows }) =
            (descriptor.parameter_type, value)
        {
            for (row, cells) in rows.iter().enumerate() {
                validate_row(columns, cells).map_err(|detail| EngineError::InvalidTableRow {
                    capability: definition.capability.clone(),
                    parameter: name.clone(),
                    row,
                    detail,
                })?;
            }
        }
        let definition_parameter = &definition.parameters[name];
        if !definition_parameter.allowed_values.is_empty()
            && !definition_parameter.allowed_values.contains(value)
        {
            return Err(EngineError::CapabilityContract {
                definition: rule.definition_id.clone(),
                capability: definition.capability.clone(),
                detail: format!("parameter `{name}` is outside allowedValues"),
            });
        }
    }
    Ok(parameters)
}

/// The one selector a capability evaluates, or the group count when there is none.
///
/// Every selector's concepts are validated either way, so an unknown concept
/// is a compile error even in a rule that will be deferred. One group names
/// exactly one population, the same one a flat selector would. With several,
/// a capability that takes one selector would have to pick a group or their
/// union, which evaluates a population the author did not name.
fn applicability_selector<'r>(
    concepts: &ConceptCatalog,
    rule: &'r RuleInstance,
) -> Result<Result<&'r Selector, usize>, EngineError> {
    match &rule.applicability {
        RuleApplicability::Selector(selector) => {
            validate_selector_concepts(concepts, &rule.id, selector)?;
            Ok(Ok(selector))
        }
        RuleApplicability::Groups(groups) => {
            for group in groups.groups.values() {
                validate_selector_concepts(concepts, &rule.id, &group.selector)?;
            }
            Ok(
                match groups.groups.values().collect::<Vec<_>>().as_slice() {
                    [only] => Ok(&only.selector),
                    _ => Err(groups.groups.len()),
                },
            )
        }
    }
}

/// Collects every concept the ruleset's declared definition packages provide.
fn concept_catalog(
    ruleset: &RuleSetPackage,
    packages: &BTreeMap<&str, &DefinitionPackage>,
) -> Result<ConceptCatalog, EngineError> {
    concepts_of(ruleset.definition_packages.iter(), packages)
}

/// Every concept the packages `package_ids` names declare, each once.
fn concepts_of<'a>(
    package_ids: impl Iterator<Item = &'a String>,
    packages: &BTreeMap<&str, &DefinitionPackage>,
) -> Result<ConceptCatalog, EngineError> {
    let mut catalog = ConceptCatalog::default();
    for package_id in package_ids {
        let package = packages[package_id.as_str()];
        let entries = package
            .object_types
            .values()
            .map(|c| (ConceptKind::ObjectType, &c.id, &c.external_names))
            .chain(
                package
                    .properties
                    .values()
                    .map(|c| (ConceptKind::Property, &c.id, &c.external_names)),
            )
            .chain(
                package
                    .property_sets
                    .values()
                    .map(|c| (ConceptKind::PropertySet, &c.id, &c.external_names)),
            );
        for (kind, id, names) in entries {
            if catalog.insert(kind, id, names).is_err() {
                return Err(EngineError::DuplicateConcept(id.clone()));
            }
        }
    }
    Ok(catalog)
}

fn require_concept(
    concepts: &ConceptCatalog,
    rule: &str,
    kind: ConceptKind,
    concept: &str,
) -> Result<(), EngineError> {
    if concepts.contains(kind, concept) {
        Ok(())
    } else {
        Err(EngineError::UnknownConcept {
            rule: rule.into(),
            kind: kind.to_string(),
            concept: concept.into(),
        })
    }
}

/// A property-set qualifier is a declared concept, or a reserved attribute set.
///
/// The attribute sets are engine vocabulary, not package concepts: they bind
/// to the same meaning in every source, so a package cannot redeclare them.
fn require_set_concept(
    concepts: &ConceptCatalog,
    rule: &str,
    set: &str,
) -> Result<(), EngineError> {
    if axioval_ir::is_reserved_set(set) {
        return Ok(());
    }
    require_concept(concepts, rule, ConceptKind::PropertySet, set)
}

/// A property reference: a declared property concept in a declared set or
/// a reserved one, or, in a derived set, a name the engine derives there.
fn require_property(
    concepts: &ConceptCatalog,
    rule: &str,
    set: Option<&str>,
    property: &str,
) -> Result<(), EngineError> {
    if let Some(set) = set {
        match concepts.derives(set, property) {
            Some(true) => return Ok(()),
            Some(false) => {
                return Err(EngineError::UnknownConcept {
                    rule: rule.into(),
                    kind: set.into(),
                    concept: property.into(),
                });
            }
            None => require_set_concept(concepts, rule, set)?,
        }
    }
    require_concept(concepts, rule, ConceptKind::Property, property)
}

fn validate_selector_concepts(
    concepts: &ConceptCatalog,
    rule: &str,
    selector: &Selector,
) -> Result<(), EngineError> {
    match selector {
        // A rule reference is checked with the rule's dependencies.
        Selector::All
        | Selector::Classification { .. }
        | Selector::Discipline { .. }
        | Selector::RuleOutcome { .. } => Ok(()),
        Selector::EntityType { object_type, .. } => {
            require_concept(concepts, rule, ConceptKind::ObjectType, object_type)
        }
        Selector::Property {
            property_set,
            property,
            value,
            ..
        } => {
            require_property(concepts, rule, property_set.as_deref(), property)?;
            value
                .iter()
                .try_for_each(|value| validate_parameter_concepts(concepts, rule, value))
        }
        // Name patterns match source names and bind to no concept.
        Selector::PropertyPattern { value, .. } | Selector::Source { value, .. } => value
            .iter()
            .try_for_each(|value| validate_parameter_concepts(concepts, rule, value)),
        Selector::AllOf { operands } | Selector::AnyOf { operands } => operands
            .iter()
            .try_for_each(|operand| validate_selector_concepts(concepts, rule, operand)),
        Selector::Not { operand } => validate_selector_concepts(concepts, rule, operand),
        Selector::Related { selector, .. } => validate_selector_concepts(concepts, rule, selector),
    }
}

fn validate_parameter_concepts(
    concepts: &ConceptCatalog,
    rule: &str,
    value: &ParameterValue,
) -> Result<(), EngineError> {
    match value {
        ParameterValue::ObjectTypeReference { object_type, .. } => {
            require_concept(concepts, rule, ConceptKind::ObjectType, object_type)
        }
        ParameterValue::PropertyReference {
            property,
            property_set,
        } => require_property(concepts, rule, property_set.as_deref(), property),
        ParameterValue::Selector { value } => validate_selector_concepts(concepts, rule, value),
        ParameterValue::Table { value: rows } => rows
            .iter()
            .flat_map(TableRow::values)
            .try_for_each(|cell| validate_parameter_concepts(concepts, rule, cell)),
        _ => Ok(()),
    }
}

fn collect_definition_packages(
    definitions: &[DefinitionPackage],
) -> Result<BTreeMap<&str, &DefinitionPackage>, EngineError> {
    let mut packages = BTreeMap::new();
    for package in definitions {
        if packages
            .insert(package.package.id.as_str(), package)
            .is_some()
        {
            return Err(EngineError::DuplicateDefinitionPackage(
                package.package.id.clone(),
            ));
        }
    }
    Ok(packages)
}

fn validate_package_versions(
    definitions: &[DefinitionPackage],
    ruleset: &RuleSetPackage,
) -> Result<(), EngineError> {
    validate_schema_version(
        "ruleset package",
        &ruleset.package.id,
        &ruleset.schema_version,
    )?;
    for package in definitions {
        validate_schema_version(
            "definition package",
            &package.package.id,
            &package.schema_version,
        )?;
    }
    Ok(())
}

fn validate_schema_version(
    package_kind: &'static str,
    package_id: &str,
    version: &str,
) -> Result<(), EngineError> {
    if version == SUPPORTED_SCHEMA_VERSION {
        return Ok(());
    }
    Err(EngineError::UnsupportedSchemaVersion {
        package_kind,
        package_id: package_id.into(),
        version: version.into(),
        supported: SUPPORTED_SCHEMA_VERSION,
    })
}

/// Every rule in `folder` and its subfolders, each with the gates of the
/// folders around it, outermost first.
fn flatten<'a>(
    folder: &'a RuleFolder,
    outer: &[&'a RuleGate],
    out: &mut Vec<(&'a RuleInstance, Vec<&'a RuleGate>)>,
) {
    let mut gates = outer.to_vec();
    gates.extend(&folder.gate);
    out.extend(folder.rules.iter().map(|rule| (rule, gates.clone())));
    for child in &folder.folders {
        flatten(child, &gates, out);
    }
}

fn validate_signature(
    definition_id: &str,
    capability_id: &str,
    descriptors: &[ParameterDescriptor],
    parameters: &BTreeMap<String, axioval_ir::contract::ParameterDefinition>,
) -> Result<(), EngineError> {
    if descriptors.len() != parameters.len() {
        return contract_error(definition_id, capability_id, "parameter count differs");
    }
    for descriptor in descriptors {
        let Some(parameter) = parameters.get(&descriptor.name) else {
            return contract_error(definition_id, capability_id, "parameter name differs");
        };
        if descriptor.required != parameter.required
            || !same_type(descriptor.parameter_type, &parameter.kind)
        {
            return contract_error(definition_id, capability_id, "parameter signature differs");
        }
        match descriptor.parameter_type {
            ParameterType::Table(columns) => {
                if !same_columns(columns, &parameter.columns) {
                    return contract_error(
                        definition_id,
                        capability_id,
                        &format!("table parameter `{}` columns differ", descriptor.name),
                    );
                }
                if !parameter.allowed_values.is_empty() {
                    return contract_error(
                        definition_id,
                        capability_id,
                        &format!(
                            "table parameter `{}` must not declare allowedValues",
                            descriptor.name
                        ),
                    );
                }
            }
            _ if !parameter.columns.is_empty() => {
                return contract_error(
                    definition_id,
                    capability_id,
                    &format!(
                        "only a table parameter declares columns, not `{}`",
                        descriptor.name
                    ),
                );
            }
            _ => {}
        }
    }
    Ok(())
}

/// Whether a definition's columns are the descriptor's, in any order.
///
/// Column names and descriptions are presentation; IDs, kinds and whether a
/// cell is required are the contract. Duplicate IDs never match.
fn same_columns(trusted: &[TableColumn], declared: &[TableColumnDefinition]) -> bool {
    let mut trusted: Vec<_> = trusted
        .iter()
        .map(|column| (column.id, column.kind, column.required))
        .collect();
    let mut declared: Vec<_> = declared
        .iter()
        .map(|column| (column.id.as_str(), column.kind, column.required))
        .collect();
    trusted.sort_unstable();
    declared.sort_unstable();
    let distinct = declared.windows(2).all(|pair| pair[0].0 != pair[1].0);
    distinct && trusted == declared
}

/// Checks one table row against the trusted columns.
fn validate_row(columns: &[TableColumn], row: &TableRow) -> Result<(), String> {
    for (id, cell) in row {
        let column = columns
            .iter()
            .find(|column| column.id == id)
            .ok_or_else(|| format!("unknown column `{id}`"))?;
        if !cell_fits(column.kind, cell) {
            return Err(format!(
                "column `{id}` takes a {} cell",
                column.kind.as_str()
            ));
        }
    }
    match columns
        .iter()
        .find(|column| column.required && !row.contains_key(column.id))
    {
        Some(column) => Err(format!("required column `{}` is empty", column.id)),
        None => Ok(()),
    }
}

fn cell_fits(kind: ColumnKind, cell: &ParameterValue) -> bool {
    match (kind, cell) {
        (ColumnKind::String, ParameterValue::String { .. })
        | (ColumnKind::Integer, ParameterValue::Integer { .. })
        | (ColumnKind::Boolean, ParameterValue::Boolean { .. })
        | (ColumnKind::Selector, ParameterValue::Selector { .. })
        | (ColumnKind::Reference, ParameterValue::Reference { .. })
        | (ColumnKind::Date, ParameterValue::Date { .. })
        | (ColumnKind::DateTime, ParameterValue::DateTime { .. }) => true,
        (ColumnKind::TextPattern, ParameterValue::String { value }) => well_formed_pattern(value),
        (ColumnKind::Number, ParameterValue::Number { value }) => value.is_finite(),
        (ColumnKind::Quantity, ParameterValue::Quantity { value, unit }) => {
            value.is_finite() && !unit.is_empty()
        }
        _ => false,
    }
}

/// A wildcard pattern whose every backslash escapes a following character.
fn well_formed_pattern(pattern: &str) -> bool {
    let mut chars = pattern.chars();
    while let Some(c) = chars.next() {
        if c == '\\' && chars.next().is_none() {
            return false;
        }
    }
    true
}

fn same_type(parameter_type: ParameterType, kind: &ParameterKind) -> bool {
    match (parameter_type, kind) {
        (ParameterType::Table(_), ParameterKind::Table) => true,
        (ParameterType::Table(_), _) | (_, ParameterKind::Table) => false,
        (parameter_type, kind) => parameter_type == from_kind(kind),
    }
}

fn contract_error<T>(definition: &str, capability: &str, detail: &str) -> Result<T, EngineError> {
    Err(EngineError::CapabilityContract {
        definition: definition.into(),
        capability: capability.into(),
        detail: detail.into(),
    })
}

fn from_kind(kind: &ParameterKind) -> ParameterType {
    match kind {
        ParameterKind::String => ParameterType::String,
        ParameterKind::Boolean => ParameterType::Boolean,
        ParameterKind::Integer => ParameterType::Integer,
        ParameterKind::Number => ParameterType::Number,
        ParameterKind::Quantity => ParameterType::Quantity,
        ParameterKind::Enum => ParameterType::Enum,
        ParameterKind::Date => ParameterType::Date,
        ParameterKind::DateTime => ParameterType::DateTime,
        ParameterKind::Reference => ParameterType::Reference,
        ParameterKind::ObjectTypeReference => ParameterType::ObjectTypeReference,
        ParameterKind::PropertyReference => ParameterType::PropertyReference,
        ParameterKind::Selector => ParameterType::Selector,
        ParameterKind::StringList => ParameterType::StringList,
        ParameterKind::ReferenceList => ParameterType::ReferenceList,
        ParameterKind::Table => ParameterType::Table(&[]),
    }
}