evaluation.py

"""
Cross-lingual retrieval evaluation for Rabbinic embedding benchmark.

Computes retrieval metrics to measure how well embedding models align
Hebrew/Aramaic source texts with their English translations.
"""

from dataclasses import dataclass
from typing import Optional
import numpy as np


@dataclass
class EvaluationResults:
    """Container for evaluation results."""
    
    model_id: str
    model_name: str
    
    # Core retrieval metrics
    recall_at_1: float
    recall_at_5: float
    recall_at_10: float
    mrr: float  # Mean Reciprocal Rank
    
    # Additional metrics
    bitext_accuracy: float  # True pair vs random pair classification
    avg_true_pair_similarity: float
    avg_random_pair_similarity: float
    
    # Metadata
    num_pairs: int
    categories: dict[str, int]
    
    def to_dict(self) -> dict:
        """Convert to dictionary for JSON serialization."""
        return {
            "model_id": self.model_id,
            "model_name": self.model_name,
            "recall_at_1": self.recall_at_1,
            "recall_at_5": self.recall_at_5,
            "recall_at_10": self.recall_at_10,
            "mrr": self.mrr,
            "bitext_accuracy": self.bitext_accuracy,
            "avg_true_pair_similarity": self.avg_true_pair_similarity,
            "avg_random_pair_similarity": self.avg_random_pair_similarity,
            "num_pairs": self.num_pairs,
            "categories": self.categories,
        }
    
    @classmethod
    def from_dict(cls, data: dict) -> "EvaluationResults":
        """Create from dictionary."""
        return cls(**data)


def compute_similarity_matrix(
    query_embeddings: np.ndarray,
    passage_embeddings: np.ndarray,
) -> np.ndarray:
    """
    Compute cosine similarity matrix between queries and passages.
    
    Assumes embeddings are already L2-normalized.
    
    Args:
        query_embeddings: (N, D) array of query embeddings
        passage_embeddings: (M, D) array of passage embeddings
        
    Returns:
        (N, M) similarity matrix
    """
    return np.dot(query_embeddings, passage_embeddings.T)


def compute_retrieval_metrics(
    similarity_matrix: np.ndarray,
    k_values: list[int] = [1, 5, 10],
) -> dict[str, float]:
    """
    Compute retrieval metrics from similarity matrix.
    
    Assumes the correct match for query i is passage i (diagonal).
    
    Args:
        similarity_matrix: (N, N) similarity matrix where diagonal is true matches
        k_values: List of k values for Recall@k
        
    Returns:
        Dict with recall@k and mrr values
    """
    n = similarity_matrix.shape[0]
    
    # Get rankings for each query
    # Negate to sort descending (highest similarity first)
    rankings = np.argsort(-similarity_matrix, axis=1)
    
    # Find rank of true match (diagonal) for each query
    true_ranks = np.zeros(n, dtype=int)
    for i in range(n):
        # Find position of index i in the ranking for query i
        true_ranks[i] = np.where(rankings[i] == i)[0][0]
    
    results = {}
    
    # Recall@k: fraction where true match is in top k
    for k in k_values:
        recall = np.mean(true_ranks < k)
        results[f"recall_at_{k}"] = float(recall)
    
    # MRR: Mean Reciprocal Rank
    reciprocal_ranks = 1.0 / (true_ranks + 1)  # +1 because ranks are 0-indexed
    results["mrr"] = float(np.mean(reciprocal_ranks))
    
    return results


def compute_bitext_accuracy(
    similarity_matrix: np.ndarray,
    num_negatives: int = 10,
) -> tuple[float, float, float]:
    """
    Compute bitext mining accuracy.
    
    For each true pair, sample random negative pairs and check if the model
    correctly ranks the true pair higher.
    
    Args:
        similarity_matrix: (N, N) similarity matrix
        num_negatives: Number of negative samples per true pair
        
    Returns:
        Tuple of (accuracy, avg_true_sim, avg_random_sim)
    """
    n = similarity_matrix.shape[0]
    
    # True pair similarities (diagonal)
    true_similarities = np.diag(similarity_matrix)
    
    # Sample random negative pairs
    correct = 0
    total = 0
    random_sims = []
    
    rng = np.random.default_rng(42)
    
    for i in range(n):
        true_sim = true_similarities[i]
        
        # Sample random passage indices (not the true match)
        neg_indices = rng.choice(
            [j for j in range(n) if j != i],
            size=min(num_negatives, n - 1),
            replace=False,
        )
        
        for j in neg_indices:
            neg_sim = similarity_matrix[i, j]
            random_sims.append(neg_sim)
            
            if true_sim > neg_sim:
                correct += 1
            total += 1
    
    accuracy = correct / total if total > 0 else 0.0
    avg_true = float(np.mean(true_similarities))
    avg_random = float(np.mean(random_sims)) if random_sims else 0.0
    
    return accuracy, avg_true, avg_random


def evaluate_model(
    model,
    benchmark_pairs: list[dict],
    batch_size: int = 32,
    max_pairs: Optional[int] = None,
    progress_callback=None,
) -> EvaluationResults:
    """
    Run full evaluation of a model on the benchmark.
    
    Args:
        model: EmbeddingModel instance
        benchmark_pairs: List of benchmark pairs with 'he', 'en', 'category' keys
        batch_size: Batch size for encoding
        max_pairs: Maximum pairs to evaluate (for faster testing)
        progress_callback: Optional callback(progress_fraction, message) for progress updates
        
    Returns:
        EvaluationResults with all metrics
    """
    from collections import Counter
    
    # Optionally limit pairs
    if max_pairs and len(benchmark_pairs) > max_pairs:
        benchmark_pairs = benchmark_pairs[:max_pairs]
    
    # Extract texts
    he_texts = [p["he"] for p in benchmark_pairs]
    en_texts = [p["en"] for p in benchmark_pairs]
    categories = Counter(p.get("category", "Unknown") for p in benchmark_pairs)
    n_total = len(he_texts)
    n_batches = (n_total + batch_size - 1) // batch_size
    
    def report_progress(phase, batch_idx, total_batches):
        """Report progress to callback if available."""
        if progress_callback:
            # Phase 1: Hebrew encoding (0-45%), Phase 2: English encoding (45-90%), Phase 3: Metrics (90-100%)
            if phase == "hebrew":
                progress = 0.45 * (batch_idx / total_batches)
            elif phase == "english":
                progress = 0.45 + 0.45 * (batch_idx / total_batches)
            else:
                progress = 0.9 + 0.1 * batch_idx  # For final steps
            progress_callback(progress, f"⏳ {phase.capitalize()}: {batch_idx}/{total_batches}")
    
    # Encode Hebrew texts in batches
    if progress_callback:
        progress_callback(0, f"⏳ Encoding Hebrew/Aramaic texts: 0/{n_total:,}")
    
    he_embeddings_list = []
    for i in range(0, len(he_texts), batch_size):
        batch = he_texts[i:i + batch_size]
        batch_emb = model.encode(
            batch,
            is_query=True,
            batch_size=batch_size,
            show_progress=False,
        )
        he_embeddings_list.append(batch_emb)
        done = min(i + batch_size, len(he_texts))
        batch_idx = (i // batch_size) + 1
        if progress_callback:
            progress_callback(0.45 * batch_idx / n_batches, f"⏳ Encoding Hebrew/Aramaic: {done:,}/{n_total:,}")
    
    he_embeddings = np.vstack(he_embeddings_list)
    
    # Encode English texts in batches
    if progress_callback:
        progress_callback(0.45, f"⏳ Encoding English texts: 0/{n_total:,}")
    
    en_embeddings_list = []
    for i in range(0, len(en_texts), batch_size):
        batch = en_texts[i:i + batch_size]
        batch_emb = model.encode(
            batch,
            is_query=False,
            batch_size=batch_size,
            show_progress=False,
        )
        en_embeddings_list.append(batch_emb)
        done = min(i + batch_size, len(en_texts))
        batch_idx = (i // batch_size) + 1
        if progress_callback:
            progress_callback(0.45 + 0.45 * batch_idx / n_batches, f"⏳ Encoding English: {done:,}/{n_total:,}")
    
    en_embeddings = np.vstack(en_embeddings_list)
    
    if progress_callback:
        progress_callback(0.92, "⏳ Computing similarity matrix...")
    similarity_matrix = compute_similarity_matrix(he_embeddings, en_embeddings)
    
    if progress_callback:
        progress_callback(0.95, "⏳ Computing retrieval metrics...")
    retrieval_metrics = compute_retrieval_metrics(similarity_matrix)
    
    if progress_callback:
        progress_callback(0.98, "⏳ Computing bitext accuracy...")
    bitext_acc, avg_true_sim, avg_random_sim = compute_bitext_accuracy(similarity_matrix)
    
    if progress_callback:
        progress_callback(1.0, "✅ Evaluation complete!")
    
    return EvaluationResults(
        model_id=model.model_id,
        model_name=model.name,
        recall_at_1=retrieval_metrics["recall_at_1"],
        recall_at_5=retrieval_metrics["recall_at_5"],
        recall_at_10=retrieval_metrics["recall_at_10"],
        mrr=retrieval_metrics["mrr"],
        bitext_accuracy=bitext_acc,
        avg_true_pair_similarity=avg_true_sim,
        avg_random_pair_similarity=avg_random_sim,
        num_pairs=len(benchmark_pairs),
        categories=dict(categories),
    )


def evaluate_model_streaming(
    model,
    benchmark_pairs: list[dict],
    batch_size: int = 32,
    max_pairs: Optional[int] = None,
):
    """
    Run evaluation with streaming progress updates.
    
    Yields progress strings during encoding, then yields final EvaluationResults.
    
    Args:
        model: EmbeddingModel instance
        benchmark_pairs: List of benchmark pairs with 'he', 'en', 'category' keys
        batch_size: Batch size for encoding
        max_pairs: Maximum pairs to evaluate (for faster testing)
        
    Yields:
        Progress strings, then final EvaluationResults
    """
    from collections import Counter
    
    # Optionally limit pairs
    if max_pairs and len(benchmark_pairs) > max_pairs:
        benchmark_pairs = benchmark_pairs[:max_pairs]
    
    # Extract texts
    he_texts = [p["he"] for p in benchmark_pairs]
    en_texts = [p["en"] for p in benchmark_pairs]
    categories = Counter(p.get("category", "Unknown") for p in benchmark_pairs)
    n_total = len(he_texts)
    
    # Encode Hebrew texts in batches with progress
    yield f"⏳ Encoding Hebrew/Aramaic texts: 0/{n_total:,}"
    he_embeddings_list = []
    for i in range(0, len(he_texts), batch_size):
        batch = he_texts[i:i + batch_size]
        batch_emb = model.encode(
            batch,
            is_query=True,
            batch_size=batch_size,
            show_progress=False,
        )
        he_embeddings_list.append(batch_emb)
        done = min(i + batch_size, len(he_texts))
        yield f"⏳ Encoding Hebrew/Aramaic texts: {done:,}/{n_total:,}"
    
    he_embeddings = np.vstack(he_embeddings_list)
    
    # Encode English texts in batches with progress
    yield f"⏳ Encoding English texts: 0/{n_total:,}"
    en_embeddings_list = []
    for i in range(0, len(en_texts), batch_size):
        batch = en_texts[i:i + batch_size]
        batch_emb = model.encode(
            batch,
            is_query=False,
            batch_size=batch_size,
            show_progress=False,
        )
        en_embeddings_list.append(batch_emb)
        done = min(i + batch_size, len(en_texts))
        yield f"⏳ Encoding English texts: {done:,}/{n_total:,}"
    
    en_embeddings = np.vstack(en_embeddings_list)
    
    yield "⏳ Computing similarity matrix..."
    similarity_matrix = compute_similarity_matrix(he_embeddings, en_embeddings)
    
    yield "⏳ Computing retrieval metrics..."
    retrieval_metrics = compute_retrieval_metrics(similarity_matrix)
    
    yield "⏳ Computing bitext accuracy..."
    bitext_acc, avg_true_sim, avg_random_sim = compute_bitext_accuracy(
        similarity_matrix
    )
    
    # Yield final results
    yield EvaluationResults(
        model_id=model.model_id,
        model_name=model.name,
        recall_at_1=retrieval_metrics["recall_at_1"],
        recall_at_5=retrieval_metrics["recall_at_5"],
        recall_at_10=retrieval_metrics["recall_at_10"],
        mrr=retrieval_metrics["mrr"],
        bitext_accuracy=bitext_acc,
        avg_true_pair_similarity=avg_true_sim,
        avg_random_pair_similarity=avg_random_sim,
        num_pairs=len(benchmark_pairs),
        categories=dict(categories),
    )


def evaluate_by_category(
    model,
    benchmark_pairs: list[dict],
    batch_size: int = 32,
) -> dict[str, EvaluationResults]:
    """
    Run evaluation broken down by category.
    
    Args:
        model: EmbeddingModel instance
        benchmark_pairs: List of benchmark pairs
        batch_size: Batch size for encoding
        
    Returns:
        Dict mapping category name to EvaluationResults
    """
    from collections import defaultdict
    
    # Group pairs by category
    by_category = defaultdict(list)
    for pair in benchmark_pairs:
        category = pair.get("category", "Unknown")
        by_category[category].append(pair)
    
    results = {}
    for category, pairs in by_category.items():
        print(f"Evaluating category: {category} ({len(pairs)} pairs)")
        results[category] = evaluate_model(model, pairs, batch_size=batch_size)
    
    return results


def get_rank_distribution(
    similarity_matrix: np.ndarray,
    bins: list[int] = [1, 5, 10, 50, 100],
) -> dict[str, int]:
    """
    Get distribution of true match ranks.
    
    Args:
        similarity_matrix: (N, N) similarity matrix
        bins: Bin boundaries for histogram
        
    Returns:
        Dict mapping bin labels to counts
    """
    n = similarity_matrix.shape[0]
    rankings = np.argsort(-similarity_matrix, axis=1)
    
    # Find true rank for each query
    true_ranks = np.zeros(n, dtype=int)
    for i in range(n):
        true_ranks[i] = np.where(rankings[i] == i)[0][0]
    
    # Create histogram
    distribution = {}
    prev_bin = 0
    for bin_edge in bins:
        count = np.sum((true_ranks >= prev_bin) & (true_ranks < bin_edge))
        label = f"{prev_bin+1}-{bin_edge}" if prev_bin > 0 else f"Top {bin_edge}"
        distribution[label] = int(count)
        prev_bin = bin_edge
    
    # Count remaining
    remaining = np.sum(true_ranks >= bins[-1])
    distribution[f">{bins[-1]}"] = int(remaining)
    
    return distribution


if __name__ == "__main__":
    # Test with sample data
    print("Testing evaluation functions...")
    
    # Create sample similarity matrix (perfect retrieval)
    n = 100
    perfect_matrix = np.eye(n) + np.random.randn(n, n) * 0.1
    
    metrics = compute_retrieval_metrics(perfect_matrix)
    print(f"Perfect retrieval metrics: {metrics}")
    
    # Test with random matrix
    random_matrix = np.random.randn(n, n)
    random_matrix = random_matrix / np.linalg.norm(random_matrix, axis=1, keepdims=True)
    random_matrix = np.dot(random_matrix, random_matrix.T)
    
    metrics = compute_retrieval_metrics(random_matrix)
    print(f"Random retrieval metrics: {metrics}")