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zer_blocking/keys/
alias.rs

1use rphonetic::{DoubleMetaphone, Encoder};
2use zer_core::{record::Record, schema::Schema};
3
4use crate::normalize::{extract_surname_token, normalize_text};
5use super::BlockingKey;
6
7// ── AliasPhoneticKey ──────────────────────────────────────────────────────────
8
9/// Emits a `"phonetic_dob:CODE:YEAR"` key for each name stored in a
10/// pipe-delimited alias field (e.g. SIS II `alias_namen`).
11///
12/// Uses the same key namespace as `PhoneticNameDobKey` so that an alias entry
13/// in one record can match the primary name in another, which is the core
14/// requirement for SIS II cross-Schengen romanization pairs.
15pub struct AliasPhoneticKey {
16    alias_field: String,
17    dob_field:   String,
18}
19
20impl AliasPhoneticKey {
21    pub fn new(alias_field: &str, dob_field: &str) -> Self {
22        Self {
23            alias_field: alias_field.into(),
24            dob_field:   dob_field.into(),
25        }
26    }
27}
28
29impl BlockingKey for AliasPhoneticKey {
30    fn name(&self) -> &str {
31        // Intentionally the same namespace as PhoneticNameDobKey so the two
32        // key types can match each other across records.
33        "phonetic_dob"
34    }
35
36    fn extract(&self, record: &Record, _schema: &Schema) -> Vec<String> {
37        let dob_cow = record.field_as_str(&self.dob_field);
38        let dob = match dob_cow.as_deref() {
39            Some(s) => s,
40            None    => return vec![],
41        };
42        let year = match dob.get(..4) {
43            Some(y) if y.len() == 4 && y.chars().all(|c| c.is_ascii_digit()) => y,
44            _ => return vec![],
45        };
46
47        let aliases_cow = record.field_as_str(&self.alias_field);
48        let aliases_raw = match aliases_cow.as_deref() {
49            Some(s) if !s.is_empty() => s,
50            _ => return vec![],
51        };
52
53        let dm = DoubleMetaphone::default();
54        let mut keys: Vec<String> = vec![];
55
56        for alias in aliases_raw.split('|') {
57            let alias = alias.trim();
58            if alias.is_empty() { continue; }
59            let norm    = normalize_text(alias);
60            let surname = extract_surname_token(&norm);
61            if surname.is_empty() { continue; }
62            let code = dm.encode(surname);
63            if code.is_empty() { continue; }
64            keys.push(format!("{}:{}", code, year));
65        }
66
67        keys.sort();
68        keys.dedup();
69        keys
70    }
71}
72
73// ── FuzzyYearKey ─────────────────────────────────────────────────────────────
74
75/// Phonetic blocking key that emits year-range variants for records with an estimated date of birth
76/// (the `YYYY-01-01` Jan-1 convention), so estimated DOBs that differ by up to `fuzzy_range`
77/// years still share a blocking key.
78pub struct FuzzyYearKey {
79    name_field:  String,
80    dob_field:   String,
81    fuzzy_range: u32,
82}
83
84impl FuzzyYearKey {
85    /// `fuzzy_range = 1` means emit YEAR-1, YEAR, YEAR+1 for estimated DOBs.
86    pub fn new(name_field: &str, dob_field: &str, fuzzy_range: u32) -> Self {
87        Self {
88            name_field:  name_field.into(),
89            dob_field:   dob_field.into(),
90            fuzzy_range,
91        }
92    }
93}
94
95fn is_estimated_dob(dob: &str) -> bool {
96    dob.len() >= 10 && &dob[4..10] == "-01-01"
97}
98
99impl BlockingKey for FuzzyYearKey {
100    fn name(&self) -> &str {
101        "phonetic_dob"
102    }
103
104    fn extract(&self, record: &Record, _schema: &Schema) -> Vec<String> {
105        let dob_cow = record.field_as_str(&self.dob_field);
106        let dob = match dob_cow.as_deref() {
107            Some(s) => s,
108            None    => return vec![],
109        };
110
111        if !is_estimated_dob(dob) {
112            return vec![];
113        }
114
115        let year: i32 = match dob.get(..4).and_then(|y| y.parse().ok()) {
116            Some(y) => y,
117            None    => return vec![],
118        };
119
120        let surname_cow = record.field_as_str(&self.name_field);
121        let surname_raw = match surname_cow.as_deref() {
122            Some(s) => s,
123            None    => return vec![],
124        };
125
126        let norm    = normalize_text(surname_raw);
127        let surname = extract_surname_token(&norm);
128        if surname.is_empty() { return vec![]; }
129
130        let code = DoubleMetaphone::default().encode(surname);
131        if code.is_empty() { return vec![]; }
132
133        let r = self.fuzzy_range as i32;
134        ((-r)..=r)
135            .map(|d| format!("{}:{}", code, year + d))
136            .collect()
137    }
138}
139
140// ── Tests ─────────────────────────────────────────────────────────────────────
141
142#[cfg(test)]
143mod tests {
144    use super::*;
145    use zer_core::{record::FieldValue, schema::{FieldKind, SchemaBuilder}};
146
147    fn schema() -> Schema {
148        SchemaBuilder::new()
149            .field("achternaam",  FieldKind::Name)
150            .field("alias_namen", FieldKind::Alias)
151            .field("dob",         FieldKind::Date)
152            .build()
153            .unwrap()
154    }
155
156    fn rec(id: u64, achternaam: &str, aliases: &str, dob: &str) -> Record {
157        Record::new(id)
158            .insert("achternaam",  FieldValue::Text(achternaam.into()))
159            .insert("alias_namen", FieldValue::Text(aliases.into()))
160            .insert("dob",         FieldValue::Text(dob.into()))
161    }
162
163    #[test]
164    fn alias_key_emits_phonetic_for_each_alias() {
165        let schema = schema();
166        let key    = AliasPhoneticKey::new("alias_namen", "dob");
167
168        // "Benabdallah Fatima" → surname token "FATIMA" → phonetic code
169        // "F. Benabdallah"     → surname token "BENABDALLAH" → phonetic code
170        let r = rec(1, "Benabdallah", "Benabdallah Fatima|F. Benabdallah", "1999-06-14");
171        let keys = key.extract(&r, &schema);
172        assert!(keys.len() >= 1, "should emit at least one alias key");
173    }
174
175    #[test]
176    fn alias_key_empty_aliases_returns_empty() {
177        let schema = schema();
178        let key    = AliasPhoneticKey::new("alias_namen", "dob");
179        let r      = rec(1, "Jong", "", "1985-01-01");
180        assert!(key.extract(&r, &schema).is_empty());
181    }
182
183    #[test]
184    fn alias_key_cross_record_collision() {
185        let schema = schema();
186        let key    = AliasPhoneticKey::new("alias_namen", "dob");
187
188        // Canonical: primary name "Benabdallah", alias points at "Fatima Benabdallah"
189        let canonical = rec(1, "Benabdallah", "Benabdallah Fatima", "1999-06-14");
190        // Alias record: primary name "Fatima", alias points back at "Fatima Benabdallah"... wait,
191        // in practice the alias record has alias_namen = "Fatima Benabdallah"
192        let alias_rec = rec(2, "Fatima", "Fatima Benabdallah", "1999-06-14");
193
194        let k1 = key.extract(&canonical, &schema); // from "Benabdallah Fatima" → FATIMA phonetic
195        let k2 = key.extract(&alias_rec, &schema); // from "Fatima Benabdallah" → BENABDALLAH phonetic
196
197        // They should produce different codes from their aliases, what matters is that
198        // the CompositeBlocker also includes PhoneticNameDobKey which covers the primary name.
199        // Here we just verify both return non-empty key sets.
200        assert!(!k1.is_empty());
201        assert!(!k2.is_empty());
202    }
203
204    #[test]
205    fn fuzzy_year_key_emits_range_for_estimated_dob() {
206        let schema = schema();
207        let key    = FuzzyYearKey::new("achternaam", "dob", 1);
208
209        // Jan-1 = estimated DOB
210        let r    = rec(1, "Yilmaz", "", "1985-01-01");
211        let keys = key.extract(&r, &schema);
212        assert_eq!(keys.len(), 3, "should emit year-1, year, year+1");
213        // All three should share the same phonetic code prefix
214        assert!(keys.iter().any(|k| k.ends_with(":1984")));
215        assert!(keys.iter().any(|k| k.ends_with(":1985")));
216        assert!(keys.iter().any(|k| k.ends_with(":1986")));
217    }
218
219    #[test]
220    fn fuzzy_year_key_emits_nothing_for_precise_dob() {
221        let schema = schema();
222        let key    = FuzzyYearKey::new("achternaam", "dob", 1);
223
224        let r = rec(1, "Yilmaz", "", "1985-03-15");
225        assert!(key.extract(&r, &schema).is_empty(), "precise DOB → no fuzzy keys");
226    }
227
228    #[test]
229    fn fuzzy_year_key_pairs_cross_year_estimated_dobs() {
230        let schema = schema();
231        let key    = FuzzyYearKey::new("achternaam", "dob", 1);
232
233        // Same person, estimated DOBs differing by 1 year
234        let r1 = rec(1, "Yilmaz", "", "1985-01-01");
235        let r2 = rec(2, "Yilmaz", "", "1986-01-01");
236
237        let k1: std::collections::HashSet<String> = key.extract(&r1, &schema).into_iter().collect();
238        let k2: std::collections::HashSet<String> = key.extract(&r2, &schema).into_iter().collect();
239
240        let shared: Vec<_> = k1.intersection(&k2).collect();
241        assert!(!shared.is_empty(), "neighbouring estimated years should share a fuzzy key");
242    }
243}