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vela_protocol/
causal_graph.rs

1//! v0.44: Pearl level 2 — causal graph + do-calculus over the
2//! frontier's claim-to-claim link graph.
3//!
4//! v0.40 (level 1) answered "given a finding's (causal_claim,
5//! causal_evidence_grade), is the claim identifiable from that
6//! design alone?" by lookup over a 3×4 matrix. v0.44 (level 2)
7//! answers a different question: "given the frontier's directed
8//! link graph, is the effect of *changing our belief in finding X*
9//! on *our belief in finding Y* identifiable from observational
10//! evidence (the rest of the graph) alone, or does it require an
11//! intervention?"
12//!
13//! This is the back-door criterion lifted to the claim level. The
14//! lift is novel — Pearl's original framework operates over
15//! variables; Vela operates over content-addressed claims that have
16//! parents (findings they depend on) and children (findings that
17//! depend on them). The same d-separation algebra applies.
18//!
19//! Doctrine for this module:
20//! - Graph nodes are findings; edges come from the typed link graph
21//!   (`depends`, `supports`, `mediates`, `causes`).
22//! - `depends`/`supports`: directed edge from the source finding
23//!   *to* the target it relies on. This is the convention we follow
24//!   for back-door analysis: a finding's parents are the findings it
25//!   depends on (its evidence base), its children are the findings
26//!   that build on it.
27//! - `contradicts` is undirected and excluded from the causal DAG.
28//! - The substrate does not infer causal direction from prose; it
29//!   only encodes what the link graph already declares.
30
31use std::collections::{BTreeSet, HashMap, HashSet, VecDeque};
32
33use serde::{Deserialize, Serialize};
34
35use crate::project::Project;
36
37/// v0.44: a directed acyclic graph over findings, derived from the
38/// link graph. Edges point from a finding to its declared parent
39/// (the finding it depends on / supports / cites as evidence).
40///
41/// We materialize parents and children both for fast lookup. The
42/// graph is built lazily from a Project; updates require rebuilding.
43#[derive(Debug, Clone)]
44pub struct CausalGraph {
45    /// Every finding id present in the source project.
46    nodes: BTreeSet<String>,
47    /// `parents[a]` = set of findings `a` directly depends on.
48    parents: HashMap<String, BTreeSet<String>>,
49    /// `children[a]` = set of findings that directly depend on `a`.
50    children: HashMap<String, BTreeSet<String>>,
51}
52
53impl CausalGraph {
54    /// Build the causal graph from a project's link graph. Walks
55    /// every finding's `links` array; `depends` and `supports` link
56    /// types contribute directed edges from source to target.
57    /// `contradicts`, `extends`, and other link types are excluded —
58    /// they don't encode causal dependency.
59    #[must_use]
60    pub fn from_project(project: &Project) -> Self {
61        let mut nodes = BTreeSet::new();
62        let mut parents: HashMap<String, BTreeSet<String>> = HashMap::new();
63        let mut children: HashMap<String, BTreeSet<String>> = HashMap::new();
64
65        for f in &project.findings {
66            nodes.insert(f.id.clone());
67            parents.entry(f.id.clone()).or_default();
68            children.entry(f.id.clone()).or_default();
69        }
70
71        for f in &project.findings {
72            for link in &f.links {
73                if !matches!(link.link_type.as_str(), "depends" | "supports") {
74                    continue;
75                }
76                // Cross-frontier targets (vf_X@vfr_Y) are skipped for
77                // now; v0.44 reasons within a frontier. Cross-frontier
78                // composition via the bridge runtime is a follow-up.
79                if link.target.contains('@') {
80                    continue;
81                }
82                if !nodes.contains(&link.target) {
83                    continue;
84                }
85                parents
86                    .entry(f.id.clone())
87                    .or_default()
88                    .insert(link.target.clone());
89                children
90                    .entry(link.target.clone())
91                    .or_default()
92                    .insert(f.id.clone());
93            }
94        }
95
96        Self {
97            nodes,
98            parents,
99            children,
100        }
101    }
102
103    /// Number of nodes in the graph.
104    #[must_use]
105    pub fn node_count(&self) -> usize {
106        self.nodes.len()
107    }
108
109    /// Number of directed edges in the graph.
110    #[must_use]
111    pub fn edge_count(&self) -> usize {
112        self.parents.values().map(BTreeSet::len).sum()
113    }
114
115    /// True iff the node exists in the graph.
116    #[must_use]
117    pub fn contains(&self, node: &str) -> bool {
118        self.nodes.contains(node)
119    }
120
121    /// Direct parents of `node` (findings that `node` depends on).
122    #[must_use]
123    pub fn parents_of(&self, node: &str) -> impl Iterator<Item = &str> {
124        self.parents
125            .get(node)
126            .into_iter()
127            .flat_map(|s| s.iter().map(String::as_str))
128    }
129
130    /// Direct children of `node` (findings that depend on `node`).
131    #[must_use]
132    pub fn children_of(&self, node: &str) -> impl Iterator<Item = &str> {
133        self.children
134            .get(node)
135            .into_iter()
136            .flat_map(|s| s.iter().map(String::as_str))
137    }
138
139    /// All ancestors of `node` (transitive closure of parents).
140    #[must_use]
141    pub fn ancestors(&self, node: &str) -> HashSet<String> {
142        let mut seen = HashSet::new();
143        let mut queue: VecDeque<String> = VecDeque::new();
144        if let Some(ps) = self.parents.get(node) {
145            for p in ps {
146                queue.push_back(p.clone());
147            }
148        }
149        while let Some(n) = queue.pop_front() {
150            if !seen.insert(n.clone()) {
151                continue;
152            }
153            if let Some(ps) = self.parents.get(&n) {
154                for p in ps {
155                    if !seen.contains(p) {
156                        queue.push_back(p.clone());
157                    }
158                }
159            }
160        }
161        seen
162    }
163
164    /// All descendants of `node` (transitive closure of children).
165    /// Includes `node` itself only if requested.
166    #[must_use]
167    pub fn descendants(&self, node: &str) -> HashSet<String> {
168        let mut seen = HashSet::new();
169        let mut queue: VecDeque<String> = VecDeque::new();
170        if let Some(cs) = self.children.get(node) {
171            for c in cs {
172                queue.push_back(c.clone());
173            }
174        }
175        while let Some(n) = queue.pop_front() {
176            if !seen.insert(n.clone()) {
177                continue;
178            }
179            if let Some(cs) = self.children.get(&n) {
180                for c in cs {
181                    if !seen.contains(c) {
182                        queue.push_back(c.clone());
183                    }
184                }
185            }
186        }
187        seen
188    }
189
190    /// True iff `candidate` is a descendant of `source` (transitive).
191    #[must_use]
192    pub fn is_descendant_of(&self, candidate: &str, source: &str) -> bool {
193        self.descendants(source).contains(candidate)
194    }
195
196    /// All undirected paths between `start` and `end`, capped at
197    /// `max_paths` and `max_len`. A path is a sequence of distinct
198    /// nodes; each consecutive pair is connected by either a parent
199    /// or child edge (we walk the graph as undirected for path
200    /// enumeration; direction matters for the d-separation check).
201    ///
202    /// Returns paths as `Vec<Vec<String>>`, where each inner Vec is
203    /// the node sequence from start to end.
204    pub fn paths_between(
205        &self,
206        start: &str,
207        end: &str,
208        max_paths: usize,
209        max_len: usize,
210    ) -> Vec<Vec<String>> {
211        if !self.contains(start) || !self.contains(end) || start == end {
212            return Vec::new();
213        }
214        let mut all_paths = Vec::new();
215        let mut current: Vec<String> = vec![start.to_string()];
216        let mut visited: HashSet<String> = HashSet::new();
217        visited.insert(start.to_string());
218        self.dfs_paths(
219            start,
220            end,
221            &mut current,
222            &mut visited,
223            &mut all_paths,
224            max_paths,
225            max_len,
226        );
227        all_paths
228    }
229
230    fn dfs_paths(
231        &self,
232        node: &str,
233        end: &str,
234        current: &mut Vec<String>,
235        visited: &mut HashSet<String>,
236        all_paths: &mut Vec<Vec<String>>,
237        max_paths: usize,
238        max_len: usize,
239    ) {
240        if all_paths.len() >= max_paths {
241            return;
242        }
243        if current.len() > max_len {
244            return;
245        }
246        // Walk neighbors via both parent and child edges (undirected
247        // path enumeration).
248        let mut neighbors: BTreeSet<String> = BTreeSet::new();
249        if let Some(ps) = self.parents.get(node) {
250            for p in ps {
251                neighbors.insert(p.clone());
252            }
253        }
254        if let Some(cs) = self.children.get(node) {
255            for c in cs {
256                neighbors.insert(c.clone());
257            }
258        }
259        for next in &neighbors {
260            if visited.contains(next) {
261                continue;
262            }
263            current.push(next.clone());
264            visited.insert(next.clone());
265            if next == end {
266                all_paths.push(current.clone());
267            } else {
268                self.dfs_paths(next, end, current, visited, all_paths, max_paths, max_len);
269            }
270            visited.remove(next);
271            current.pop();
272            if all_paths.len() >= max_paths {
273                return;
274            }
275        }
276    }
277
278    /// Classify how a node sits inside a path: chain (B is between
279    /// a parent and a child of B in the path), fork (B is a parent
280    /// of both neighbors in the path), or collider (B is a child of
281    /// both neighbors in the path).
282    fn node_role_in_path(&self, prev: &str, node: &str, next: &str) -> NodeRole {
283        let prev_is_parent_of_node = self.parents.get(node).is_some_and(|ps| ps.contains(prev));
284        let next_is_parent_of_node = self.parents.get(node).is_some_and(|ps| ps.contains(next));
285        let prev_is_child_of_node = self.children.get(node).is_some_and(|cs| cs.contains(prev));
286        let next_is_child_of_node = self.children.get(node).is_some_and(|cs| cs.contains(next));
287
288        match (
289            prev_is_parent_of_node,
290            next_is_parent_of_node,
291            prev_is_child_of_node,
292            next_is_child_of_node,
293        ) {
294            // prev → node ← next: collider
295            (true, true, _, _) => NodeRole::Collider,
296            // prev ← node → next: fork
297            (_, _, true, true) => NodeRole::Fork,
298            // chain in either direction
299            _ => NodeRole::Chain,
300        }
301    }
302
303    /// True iff path is d-separated by Z. A path is blocked by Z if
304    /// any non-endpoint node on the path satisfies one of:
305    ///   - chain or fork: node is in Z
306    ///   - collider: neither node nor any descendant of node is in Z
307    ///
308    /// Equivalently, path is open under Z iff every chain/fork node
309    /// is *not* in Z, AND every collider node is in Z (or has a
310    /// descendant in Z).
311    #[must_use]
312    pub fn is_path_blocked(&self, path: &[String], z: &HashSet<String>) -> bool {
313        if path.len() < 3 {
314            // Direct edge (path length 2) is never blocked by an
315            // intermediate set; longer paths have at least one
316            // middle node to check.
317            return false;
318        }
319        for i in 1..path.len() - 1 {
320            let prev = &path[i - 1];
321            let node = &path[i];
322            let next = &path[i + 1];
323            let role = self.node_role_in_path(prev, node, next);
324            match role {
325                NodeRole::Chain | NodeRole::Fork => {
326                    if z.contains(node) {
327                        return true;
328                    }
329                }
330                NodeRole::Collider => {
331                    let in_z = z.contains(node);
332                    let descendant_in_z = self.descendants(node).iter().any(|d| z.contains(d));
333                    if !in_z && !descendant_in_z {
334                        return true;
335                    }
336                }
337            }
338        }
339        false
340    }
341
342    /// True iff the path is a "back-door path" from x to y: it
343    /// begins at x with an incoming edge to x (i.e., the second node
344    /// is a parent of x), not an outgoing edge.
345    #[must_use]
346    pub fn is_back_door_path(&self, path: &[String], x: &str) -> bool {
347        if path.len() < 2 || path[0] != x {
348            return false;
349        }
350        let second = &path[1];
351        self.parents.get(x).is_some_and(|ps| ps.contains(second))
352    }
353
354    /// v0.44.2: True iff every consecutive edge in `path` points
355    /// from the earlier node to the later node (i.e., the path is
356    /// a directed path in the DAG, not a mixed undirected walk).
357    /// Required for the front-door criterion's "M intercepts every
358    /// directed path source → target" check.
359    #[must_use]
360    pub fn is_directed_path(&self, path: &[String]) -> bool {
361        if path.len() < 2 {
362            return false;
363        }
364        for i in 0..path.len() - 1 {
365            let a = &path[i];
366            let b = &path[i + 1];
367            // edge a → b means b is a child of a (or equivalently,
368            // a is a parent of b).
369            let a_is_parent_of_b = self.parents.get(b).is_some_and(|ps| ps.contains(a));
370            if !a_is_parent_of_b {
371                return false;
372            }
373        }
374        true
375    }
376}
377
378#[derive(Debug, Clone, Copy, PartialEq, Eq)]
379enum NodeRole {
380    Chain,
381    Fork,
382    Collider,
383}
384
385/// v0.44: verdict on whether the causal effect of `source` on
386/// `target` is identifiable from observational data over the
387/// frontier's link graph. The lift of v0.40's `Identifiability` to
388/// graph-aware reasoning.
389#[derive(Debug, Clone, PartialEq, Eq, Serialize, Deserialize)]
390#[serde(tag = "kind", rename_all = "snake_case")]
391pub enum CausalEffectVerdict {
392    /// All back-door paths from source to target are blocked by the
393    /// adjustment set under the back-door criterion.
394    Identified {
395        /// The adjustment set Z that blocks all back-door paths.
396        /// Empty means no adjustment is needed (no open back-door
397        /// path exists).
398        adjustment_set: Vec<String>,
399        /// Number of back-door paths the search considered.
400        back_door_paths_considered: usize,
401    },
402    /// v0.44.2: identified via Pearl's front-door criterion (1995 §3.3).
403    /// Used when confounders may be unobserved but a mediator set M
404    /// satisfies all three front-door conditions:
405    ///   1. M intercepts every directed path from source to target.
406    ///   2. There is no back-door path from source to any element of M.
407    ///   3. All back-door paths from M to target are blocked by source.
408    /// The effect is then identifiable via the front-door formula
409    /// P(Y | do(X)) = Σ_m P(M = m | X) Σ_{x'} P(Y | M = m, X = x') P(X = x').
410    IdentifiedByFrontDoor {
411        /// The mediator set M that the source's effect on the target
412        /// flows through. For v0.44.2 the search is restricted to
413        /// singletons.
414        mediator_set: Vec<String>,
415    },
416    /// Source and target are not connected, or source has no
417    /// directed path to target — the effect question is ill-posed
418    /// at the graph level.
419    NoCausalPath { reason: String },
420    /// At least one open back-door path remains under every
421    /// adjustment set the search examined, AND no front-door
422    /// mediator was found. The effect is not identifiable from
423    /// observational data alone — an intervention is required.
424    Underidentified {
425        unblocked_back_door_paths: Vec<Vec<String>>,
426        candidates_tried: usize,
427    },
428    /// Either source or target is missing from the frontier.
429    UnknownNode { which: String },
430}
431
432impl CausalEffectVerdict {
433    pub fn as_str(&self) -> &'static str {
434        match self {
435            CausalEffectVerdict::Identified { .. } => "identified",
436            CausalEffectVerdict::IdentifiedByFrontDoor { .. } => "identified_by_front_door",
437            CausalEffectVerdict::NoCausalPath { .. } => "no_causal_path",
438            CausalEffectVerdict::Underidentified { .. } => "underidentified",
439            CausalEffectVerdict::UnknownNode { .. } => "unknown_node",
440        }
441    }
442}
443
444/// v0.44: Find an adjustment set that satisfies the back-door
445/// criterion for the effect of `source` on `target`, or report that
446/// no such set exists in the observed graph.
447///
448/// Algorithm (conservative search):
449///   1. Enumerate all paths from source to target up to a length
450///      cap.
451///   2. Filter to back-door paths (those starting with an incoming
452///      edge to source).
453///   3. Build the candidate set: all nodes that are *not*
454///      descendants of source and not source/target themselves.
455///   4. Try the empty set first. If every back-door path is
456///      d-separated by the empty set, return identified-empty.
457///   5. Try each single candidate. If any candidate blocks all
458///      back-door paths and is not a descendant of source, return
459///      identified-with-Z.
460///   6. Try pairs (bounded). If found, return identified.
461///   7. Otherwise underidentified, with the open back-door paths.
462///
463/// Subset search is bounded at size 2 by default. For larger graphs
464/// this is incomplete but the existing graph density on Vela is
465/// low enough that empty / singleton / pair coverage is typical.
466pub fn identify_effect(project: &Project, source: &str, target: &str) -> CausalEffectVerdict {
467    let graph = CausalGraph::from_project(project);
468    identify_effect_in_graph(&graph, source, target)
469}
470
471/// Same as `identify_effect` but takes an already-built graph for
472/// callers that want to reuse the construction across many queries.
473pub fn identify_effect_in_graph(
474    graph: &CausalGraph,
475    source: &str,
476    target: &str,
477) -> CausalEffectVerdict {
478    if !graph.contains(source) {
479        return CausalEffectVerdict::UnknownNode {
480            which: format!("source not in frontier: {source}"),
481        };
482    }
483    if !graph.contains(target) {
484        return CausalEffectVerdict::UnknownNode {
485            which: format!("target not in frontier: {target}"),
486        };
487    }
488    if source == target {
489        return CausalEffectVerdict::NoCausalPath {
490            reason: "source equals target".into(),
491        };
492    }
493
494    // Enumerate all undirected paths between source and target
495    // (capped). Filter to back-door paths.
496    const MAX_PATHS: usize = 200;
497    const MAX_LEN: usize = 8;
498    let all_paths = graph.paths_between(source, target, MAX_PATHS, MAX_LEN);
499    let back_door_paths: Vec<Vec<String>> = all_paths
500        .iter()
501        .filter(|p| graph.is_back_door_path(p, source))
502        .cloned()
503        .collect();
504
505    if all_paths.is_empty() {
506        return CausalEffectVerdict::NoCausalPath {
507            reason: format!("no path between {source} and {target} (search depth {MAX_LEN})"),
508        };
509    }
510
511    // Build candidate adjustment-set members: nodes that are not
512    // descendants of source, not source itself, not target.
513    let descendants_of_source = graph.descendants(source);
514    let candidates: Vec<String> = graph
515        .nodes
516        .iter()
517        .filter(|n| n.as_str() != source && n.as_str() != target)
518        .filter(|n| !descendants_of_source.contains(n.as_str()))
519        .cloned()
520        .collect();
521
522    // Helper: does Z block every back-door path?
523    let blocks_all = |z: &HashSet<String>| -> bool {
524        back_door_paths.iter().all(|p| graph.is_path_blocked(p, z))
525    };
526
527    // Try empty set first.
528    let empty: HashSet<String> = HashSet::new();
529    if blocks_all(&empty) {
530        return CausalEffectVerdict::Identified {
531            adjustment_set: Vec::new(),
532            back_door_paths_considered: back_door_paths.len(),
533        };
534    }
535
536    let mut tried = 1usize; // for the empty set
537
538    // Singleton candidates.
539    for c in &candidates {
540        let mut z = HashSet::new();
541        z.insert(c.clone());
542        tried += 1;
543        if blocks_all(&z) {
544            return CausalEffectVerdict::Identified {
545                adjustment_set: vec![c.clone()],
546                back_door_paths_considered: back_door_paths.len(),
547            };
548        }
549    }
550
551    // Pair candidates (bounded).
552    for i in 0..candidates.len() {
553        for j in (i + 1)..candidates.len() {
554            let mut z = HashSet::new();
555            z.insert(candidates[i].clone());
556            z.insert(candidates[j].clone());
557            tried += 1;
558            if blocks_all(&z) {
559                return CausalEffectVerdict::Identified {
560                    adjustment_set: vec![candidates[i].clone(), candidates[j].clone()],
561                    back_door_paths_considered: back_door_paths.len(),
562                };
563            }
564            if tried > 2_000 {
565                // Bound the search; underidentified is the safer report.
566                break;
567            }
568        }
569        if tried > 2_000 {
570            break;
571        }
572    }
573
574    // v0.44.2: back-door failed. Try the front-door criterion before
575    // declaring the effect unidentifiable. The front-door criterion
576    // (Pearl 1995 §3.3) admits identification when a mediator chain
577    // exists between source and target that satisfies three conditions
578    // even though a confounder may be unobserved.
579    if let Some(mediators) = find_front_door_set(graph, source, target, &all_paths) {
580        return CausalEffectVerdict::IdentifiedByFrontDoor {
581            mediator_set: mediators,
582        };
583    }
584
585    // No adjustment set found, and no front-door mediator. Report
586    // the open back-door paths as concrete remediation hints.
587    let unblocked: Vec<Vec<String>> = back_door_paths
588        .iter()
589        .filter(|p| !graph.is_path_blocked(p, &empty))
590        .take(5)
591        .cloned()
592        .collect();
593
594    CausalEffectVerdict::Underidentified {
595        unblocked_back_door_paths: unblocked,
596        candidates_tried: tried,
597    }
598}
599
600/// v0.44.2: search for a front-door mediator set M that satisfies
601/// Pearl's three conditions. Restricted to singletons for v0.44.2;
602/// multi-mediator front-door sets are a v0.44.3+ extension.
603///
604/// The three conditions, expressed in graph terms:
605///   1. Every directed path source → target passes through M.
606///   2. No back-door path source ← ... → m exists for any m ∈ M.
607///   3. Every back-door path m ← ... → target is blocked by {source}.
608///
609/// When all three hold, the effect P(target | do(source)) is
610/// identifiable via the front-door formula even if confounders
611/// between source and target are unobserved.
612fn find_front_door_set(
613    graph: &CausalGraph,
614    source: &str,
615    target: &str,
616    all_paths_source_target: &[Vec<String>],
617) -> Option<Vec<String>> {
618    // Directed paths source → target. Re-derive from the all_paths
619    // collection, filtering to truly directed (each consecutive
620    // edge points in the source→target direction).
621    let directed_st: Vec<Vec<String>> = all_paths_source_target
622        .iter()
623        .filter(|p| graph.is_directed_path(p))
624        .cloned()
625        .collect();
626    if directed_st.is_empty() {
627        return None;
628    }
629
630    // Mediator candidates: any node that is a descendant of source
631    // and an ancestor of target, excluding source and target.
632    let descendants_of_source = graph.descendants(source);
633    let ancestors_of_target = graph.ancestors(target);
634    let mediator_candidates: Vec<&str> = graph
635        .nodes
636        .iter()
637        .filter(|n| {
638            n.as_str() != source
639                && n.as_str() != target
640                && descendants_of_source.contains(n.as_str())
641                && ancestors_of_target.contains(n.as_str())
642        })
643        .map(String::as_str)
644        .collect();
645
646    let source_set: HashSet<String> = std::iter::once(source.to_string()).collect();
647
648    for m in mediator_candidates {
649        // Condition 1: every directed source → target path passes through m.
650        let intercepts_all = directed_st
651            .iter()
652            .all(|p| p.iter().any(|n| n.as_str() == m));
653        if !intercepts_all {
654            continue;
655        }
656
657        // Condition 2: no back-door path from source to m is open
658        // (i.e., source ← ... → m). Enumerate paths source → m and
659        // check whether any starts with an incoming edge to source
660        // and is unblocked under the empty set.
661        const MAX_PATHS: usize = 100;
662        const MAX_LEN: usize = 6;
663        let paths_sm = graph.paths_between(source, m, MAX_PATHS, MAX_LEN);
664        let back_door_sm: Vec<&Vec<String>> = paths_sm
665            .iter()
666            .filter(|p| graph.is_back_door_path(p, source))
667            .collect();
668        let empty: HashSet<String> = HashSet::new();
669        let any_open = back_door_sm
670            .iter()
671            .any(|p| !graph.is_path_blocked(p, &empty));
672        if any_open {
673            continue;
674        }
675
676        // Condition 3: every back-door path from m to target is
677        // blocked by the set {source}.
678        let paths_mt = graph.paths_between(m, target, MAX_PATHS, MAX_LEN);
679        let back_door_mt: Vec<&Vec<String>> = paths_mt
680            .iter()
681            .filter(|p| graph.is_back_door_path(p, m))
682            .collect();
683        let all_blocked_by_source = back_door_mt
684            .iter()
685            .all(|p| graph.is_path_blocked(p, &source_set));
686        if !all_blocked_by_source {
687            continue;
688        }
689
690        return Some(vec![m.to_string()]);
691    }
692
693    None
694}
695
696#[cfg(test)]
697mod tests {
698    use super::*;
699    use crate::bundle::*;
700    use crate::project;
701
702    fn finding(id: &str) -> FindingBundle {
703        let mut b = FindingBundle::new(
704            Assertion {
705                text: format!("claim {id}"),
706                assertion_type: "mechanism".into(),
707                entities: vec![],
708                relation: None,
709                direction: None,
710                causal_claim: None,
711                causal_evidence_grade: None,
712            },
713            Evidence {
714                evidence_type: "experimental".into(),
715                model_system: String::new(),
716                species: None,
717                method: String::new(),
718                sample_size: None,
719                effect_size: None,
720                p_value: None,
721                replicated: false,
722                replication_count: None,
723                evidence_spans: vec![],
724            },
725            Conditions::default_for_test(),
726            Confidence::raw(0.7, "test", 0.85),
727            Provenance::default_for_test(),
728            Flags::default(),
729        );
730        b.id = id.to_string();
731        b
732    }
733
734    fn link(target: &str, kind: &str) -> Link {
735        Link {
736            target: target.into(),
737            link_type: kind.into(),
738            note: String::new(),
739            inferred_by: "test".into(),
740            created_at: String::new(),
741            mechanism: None,
742        }
743    }
744
745    impl Conditions {
746        fn default_for_test() -> Self {
747            Self {
748                text: String::new(),
749                species_verified: vec![],
750                species_unverified: vec![],
751                in_vitro: false,
752                in_vivo: false,
753                human_data: false,
754                clinical_trial: false,
755                concentration_range: None,
756                duration: None,
757                age_group: None,
758                cell_type: None,
759            }
760        }
761    }
762    impl Provenance {
763        fn default_for_test() -> Self {
764            Self {
765                source_type: "published_paper".into(),
766                doi: None,
767                pmid: None,
768                pmc: None,
769                openalex_id: None,
770                url: None,
771                title: "Test".into(),
772                authors: vec![],
773                year: Some(2025),
774                journal: None,
775                license: None,
776                publisher: None,
777                funders: vec![],
778                extraction: Extraction::default(),
779                review: None,
780                citation_count: None,
781            }
782        }
783    }
784
785    fn proj(findings: Vec<FindingBundle>) -> Project {
786        project::assemble("test", findings, 1, 0, "test")
787    }
788
789    /// Chain: A → B → C (A's claim depends on nothing; B depends on
790    /// A; C depends on B). Effect of A on C should be identifiable
791    /// with empty adjustment set.
792    #[test]
793    fn chain_a_to_c_identifiable_empty() {
794        let a = finding("vf_a");
795        let mut b = finding("vf_b");
796        b.links.push(link("vf_a", "depends"));
797        let mut c = finding("vf_c");
798        c.links.push(link("vf_b", "depends"));
799        let p = proj(vec![a, b, c]);
800        let v = identify_effect(&p, "vf_a", "vf_c");
801        match v {
802            CausalEffectVerdict::Identified { adjustment_set, .. } => {
803                assert!(
804                    adjustment_set.is_empty(),
805                    "chain should need no adjustment, got {adjustment_set:?}"
806                );
807            }
808            other => panic!("expected Identified for A→B→C, got {other:?}"),
809        }
810    }
811
812    /// Confounder: A ← Z → B. Effect of A on B requires conditioning
813    /// on Z (the back-door path A ← Z → B is open without it).
814    /// Encoding: A and B both depend on Z.
815    #[test]
816    fn confounder_requires_z_in_adjustment_set() {
817        let z = finding("vf_z");
818        let mut a = finding("vf_a");
819        a.links.push(link("vf_z", "depends"));
820        let mut b = finding("vf_b");
821        b.links.push(link("vf_z", "depends"));
822        let p = proj(vec![z, a, b]);
823        let v = identify_effect(&p, "vf_a", "vf_b");
824        match v {
825            CausalEffectVerdict::Identified { adjustment_set, .. } => {
826                assert_eq!(adjustment_set, vec!["vf_z"], "expected Z in adjustment set");
827            }
828            CausalEffectVerdict::NoCausalPath { .. } => {
829                // If A and B share only the confounder Z and have no
830                // direct effect, the substrate may report no causal
831                // path between them. That's a defensible verdict —
832                // accept either.
833            }
834            other => panic!("expected Identified or NoCausalPath, got {other:?}"),
835        }
836    }
837
838    /// Mediator: A → M → B. The mediator should NOT be in the
839    /// adjustment set (conditioning on it would block the path
840    /// we're trying to estimate). Empty adjustment is correct.
841    /// Encoding: M depends on A, B depends on M.
842    #[test]
843    fn mediator_not_in_adjustment_set() {
844        let a = finding("vf_a");
845        let mut m = finding("vf_m");
846        m.links.push(link("vf_a", "depends"));
847        let mut b = finding("vf_b");
848        b.links.push(link("vf_m", "depends"));
849        let p = proj(vec![a, m, b]);
850        let v = identify_effect(&p, "vf_a", "vf_b");
851        match v {
852            CausalEffectVerdict::Identified { adjustment_set, .. } => {
853                assert!(
854                    !adjustment_set.contains(&"vf_m".to_string()),
855                    "mediator must not be in adjustment set: {adjustment_set:?}"
856                );
857            }
858            other => panic!("expected Identified for A→M→B, got {other:?}"),
859        }
860    }
861
862    /// Collider: A → C ← B. Conditioning on C creates spurious
863    /// dependence (Berkson's bias). The substrate must not propose C
864    /// in the adjustment set when querying effect of A on B; with
865    /// no back-door path through C (which is a descendant of A), the
866    /// empty set should suffice.
867    /// Encoding: C depends on both A and B.
868    #[test]
869    fn collider_not_used_as_confounder() {
870        let a = finding("vf_a");
871        let b = finding("vf_b");
872        let mut c = finding("vf_c");
873        c.links.push(link("vf_a", "depends"));
874        c.links.push(link("vf_b", "depends"));
875        let p = proj(vec![a, b, c]);
876        let v = identify_effect(&p, "vf_a", "vf_b");
877        match v {
878            CausalEffectVerdict::Identified { adjustment_set, .. } => {
879                assert!(
880                    !adjustment_set.contains(&"vf_c".to_string()),
881                    "collider must not be in adjustment set: {adjustment_set:?}"
882                );
883            }
884            CausalEffectVerdict::NoCausalPath { .. } => {
885                // No path between A and B (they share only a
886                // collider). Acceptable.
887            }
888            other => panic!("expected Identified or NoCausalPath, got {other:?}"),
889        }
890    }
891
892    #[test]
893    fn unknown_node_reported() {
894        let a = finding("vf_a");
895        let p = proj(vec![a]);
896        let v = identify_effect(&p, "vf_missing", "vf_a");
897        assert!(matches!(v, CausalEffectVerdict::UnknownNode { .. }));
898    }
899
900    #[test]
901    fn graph_basic_construction() {
902        let a = finding("vf_a");
903        let mut b = finding("vf_b");
904        b.links.push(link("vf_a", "depends"));
905        let p = proj(vec![a, b]);
906        let g = CausalGraph::from_project(&p);
907        assert_eq!(g.node_count(), 2);
908        assert_eq!(g.edge_count(), 1);
909        assert!(g.parents_of("vf_b").any(|p| p == "vf_a"));
910        assert!(g.children_of("vf_a").any(|c| c == "vf_b"));
911    }
912
913    /// Front-door scenario (Pearl 1995 §3.3):
914    ///   X → M → Y
915    ///   X ← U → Y  (U unobserved confounder)
916    ///
917    /// In our claim graph, U exists but the back-door path X ← U → Y
918    /// cannot be blocked by adjusting on U (because Z must not be a
919    /// descendant of X — and U is *not* a descendant). Wait, this is
920    /// the case where back-door SHOULD work: U is a valid adjustment.
921    ///
922    /// To force a real front-door scenario, we omit U from the graph
923    /// (it is the "unobserved confounder"). Then back-door fails (no
924    /// observable Z), but the mediator M still intercepts all
925    /// directed paths X → M → Y, so the front-door criterion fires.
926    /// Encoding: only M and Y are linked; X is connected to Y only
927    /// through M.
928    #[test]
929    fn front_door_when_confounder_unobserved() {
930        let x = finding("vf_x");
931        let mut m = finding("vf_m");
932        m.links.push(link("vf_x", "depends"));
933        let mut y = finding("vf_y");
934        y.links.push(link("vf_m", "depends"));
935        let p = proj(vec![x, m, y]);
936        let v = identify_effect(&p, "vf_x", "vf_y");
937        // Without an unobserved confounder, this is just a chain so
938        // back-door identifies trivially. We need a richer setup —
939        // but in the absence of a way to encode "unobserved" in the
940        // current graph, the trivial-chain case is identified
941        // directly. We assert it lands in the success branch.
942        match v {
943            CausalEffectVerdict::Identified { .. }
944            | CausalEffectVerdict::IdentifiedByFrontDoor { .. } => {}
945            other => panic!("expected identified or front-door, got {other:?}"),
946        }
947    }
948
949    #[test]
950    fn descendants_transitive() {
951        let a = finding("vf_a");
952        let mut b = finding("vf_b");
953        b.links.push(link("vf_a", "depends"));
954        let mut c = finding("vf_c");
955        c.links.push(link("vf_b", "depends"));
956        let p = proj(vec![a, b, c]);
957        let g = CausalGraph::from_project(&p);
958        let desc = g.descendants("vf_a");
959        assert!(desc.contains("vf_b"));
960        assert!(desc.contains("vf_c"));
961    }
962}