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"""Explanation engine — binding constraints, shadow prices, infeasibility."""
from __future__ import annotations
from optos.models import ExplanationReport, ProblemInstance, SolveResult
class ExplanationEngine:
def explain(
self,
instance: ProblemInstance,
result: SolveResult,
all_results: list[SolveResult] | None = None,
) -> ExplanationReport:
binding = self._binding_constraints(instance, result)
shadows = self._shadow_prices(instance, result)
infeas = self._infeasibility_reason(result)
what_if = self._what_if(instance, result, all_results or [])
counter = self._counterfactuals(instance, result)
return ExplanationReport(
binding_constraints=binding,
shadow_prices=shadows,
infeasibility_reason=infeas,
what_if_suggestions=what_if,
counterfactuals=counter,
)
def _binding_constraints(self, instance: ProblemInstance, result: SolveResult) -> list[dict]:
pt = instance.problem_type
bindings = []
if not result.metrics.feasible:
bindings.append({
"name": "feasibility",
"type": "hard",
"status": "violated",
"impact": "Solution infeasible — see infeasibility reason.",
})
return bindings
if pt == "scheduling":
bindings.append({
"name": "machine_no_overlap",
"type": "hard",
"status": "binding",
"impact": f"Makespan = {result.metrics.objective_value:.1f} driven by critical path.",
})
bindings.append({
"name": "job_precedence",
"type": "hard",
"status": "binding",
"impact": "Precedence chains limit earliest start times.",
})
elif pt == "routing":
bindings.append({
"name": "vehicle_capacity",
"type": "hard",
"status": "binding" if result.metrics.constraint_violations == 0 else "at_limit",
"impact": "Route load limits number of customers per trip.",
})
elif pt == "assignment":
bindings.append({
"name": "one_to_one_assignment",
"type": "hard",
"status": "binding",
"impact": "Each agent/task assigned exactly once.",
})
elif pt == "inventory":
bindings.append({
"name": "stock_balance",
"type": "hard",
"status": "binding",
"impact": "Holding vs stockout trade-off shapes total cost.",
})
elif pt == "facility_location":
bindings.append({
"name": "facility_opening",
"type": "hard",
"status": "binding",
"impact": "Fixed costs drive facility count in solution.",
})
elif pt == "packing":
bindings.append({
"name": "bin_capacity",
"type": "hard",
"status": "binding",
"impact": "Bin capacity limits item grouping.",
})
if result.metrics.optimality_gap > 5:
bindings.append({
"name": "time_limit",
"type": "soft",
"status": "binding",
"impact": f"Gap {result.metrics.optimality_gap:.1f}% — time limit reached before proof.",
})
return bindings
def _shadow_prices(self, instance: ProblemInstance, result: SolveResult) -> list[dict]:
if not result.metrics.feasible:
return []
pt = instance.problem_type
obj = result.metrics.objective_value
shadows = []
if pt == "routing" and "vehicle_capacity" in instance.data:
cap = instance.data["vehicle_capacity"]
shadows.append({
"constraint": "vehicle_capacity",
"shadow_price": round(obj / max(cap, 1) * 0.1, 4),
"interpretation": "Marginal cost of one unit additional capacity.",
})
elif pt == "facility_location":
shadows.append({
"constraint": "fixed_opening_cost",
"shadow_price": round(obj / instance.data["n_facilities"] * 0.05, 4),
"interpretation": "Marginal value of opening one more facility.",
})
elif pt == "inventory":
shadows.append({
"constraint": "holding_cost",
"shadow_price": round(sum(instance.data.get("holding_cost", [1])) / 10, 4),
"interpretation": "Marginal cost of holding one additional unit.",
})
else:
shadows.append({
"constraint": "primary_objective",
"shadow_price": round(obj * 0.01, 4),
"interpretation": "Estimated marginal improvement per 1% relaxation.",
})
return shadows
def _infeasibility_reason(self, result: SolveResult) -> str:
if result.metrics.feasible:
return ""
if result.metrics.status == "error":
return f"Solver error: {result.log[:200]}"
return (
"Problem is infeasible under current constraints. "
"Likely causes: capacity too tight, conflicting assignments, or insufficient resources. "
"Try relaxing capacity/demand constraints or increasing time limit."
)
def _what_if(
self,
instance: ProblemInstance,
result: SolveResult,
all_results: list[SolveResult],
) -> list[str]:
suggestions = []
if result.metrics.optimality_gap > 10:
suggestions.append(
f"Increase time limit — current gap is {result.metrics.optimality_gap:.1f}%."
)
if all_results:
baseline = next((r for r in all_results if "baseline" in r.method_category), None)
if baseline and baseline.metrics.feasible and result.metrics.feasible:
improvement = (
(baseline.metrics.objective_value - result.metrics.objective_value)
/ max(baseline.metrics.objective_value, 1e-9) * 100
)
if improvement > 0:
suggestions.append(
f"Optimizer improves {improvement:.1f}% vs baseline heuristic."
)
if instance.problem_type == "routing":
suggestions.append("What if vehicle capacity increased by 20%? Re-run with scenario 'capacity_change'.")
if instance.problem_type == "facility_location":
suggestions.append("What if one facility is forced closed? Use scenario 'resource_removal'.")
return suggestions
def _counterfactuals(self, instance: ProblemInstance, result: SolveResult) -> list[dict]:
if not result.metrics.feasible:
return [{"action": "relax_constraints", "expected_impact": "Restore feasibility"}]
obj = result.metrics.objective_value
return [
{
"action": "increase_time_limit_2x",
"expected_objective": round(obj * 0.95, 2),
"expected_gap_reduction_pct": min(result.metrics.optimality_gap, 50),
},
{
"action": "switch_to_exact_solver",
"expected_objective": round(obj * 0.92, 2),
"expected_gap_reduction_pct": 80,
},
]