""" Simulation experiment empirical validation mechanisms for TinyTroupe. This module provides tools to validate simulation experiment results against empirical control data, supporting both statistical hypothesis testing and semantic validation approaches. This is distinct from LLM-based evaluations, focusing on data-driven validation against known empirical benchmarks. """ from typing import Dict, List, Optional, Union, Any import json import csv from datetime import datetime from pathlib import Path from pydantic import BaseModel, Field import pandas as pd from tinytroupe.experimentation.statistical_tests import StatisticalTester from tinytroupe.utils.semantics import compute_semantic_proximity # TODO Work-in-Progress below class SimulationExperimentDataset(BaseModel): """ Represents a dataset from a simulation experiment or empirical study. This contains data that can be used for validation, including quantitative metrics and qualitative agent justifications from simulation experiments or empirical studies. Supports both numeric and categorical data. Categorical data (strings) is automatically converted to ordinal values for statistical analysis while preserving the original categories for interpretation. Attributes: name: Optional name for the dataset description: Optional description of the dataset key_results: Map from result names to their values (numbers, proportions, booleans, strings, etc.) result_types: Map indicating whether each result is "aggregate" or "per_agent" data_types: Map indicating the data type for each result ("numeric", "categorical", "ordinal", "ranking", "count", "proportion", "binary") categorical_mappings: Internal mappings from categorical strings to ordinal values ordinal_mappings: Internal mappings for ordinal data with explicit ordering ranking_info: Information about ranking data (items being ranked, ranking direction) agent_names: Optional list of agent names (can be referenced by index in results) agent_justifications: List of justifications (with optional agent references) justification_summary: Optional summary of all agent justifications agent_attributes: Agent attributes for manual inspection only (not used in statistical comparisons) """ name: Optional[str] = None description: Optional[str] = None key_results: Dict[str, Union[float, int, bool, str, List[Union[float, int, bool, str, None]], None]] = Field(default_factory=dict) result_types: Dict[str, str] = Field(default_factory=dict, description="Map from result name to 'aggregate' or 'per_agent'") data_types: Dict[str, str] = Field(default_factory=dict, description="Map indicating data type: 'numeric', 'categorical', 'ordinal', 'ranking', 'count', 'proportion', 'binary'") categorical_mappings: Dict[str, Dict[str, int]] = Field(default_factory=dict, description="Internal mappings from categorical strings to ordinal values") ordinal_mappings: Dict[str, Dict[str, int]] = Field(default_factory=dict, description="Internal mappings for ordinal data with explicit ordering") ranking_info: Dict[str, Dict[str, Any]] = Field(default_factory=dict, description="Information about ranking data (items, direction, etc.)") agent_names: Optional[List[Optional[str]]] = Field(None, description="Optional list of agent names for reference (can contain None for unnamed agents)") agent_justifications: List[Union[str, Dict[str, Union[str, int]]]] = Field( default_factory=list, description="List of justifications as strings or dicts with optional 'agent_name'/'agent_index' and 'justification'" ) justification_summary: Optional[str] = None agent_attributes: Dict[str, List[Union[str, None]]] = Field( default_factory=dict, description="Agent attributes loaded from CSV but not used in statistical comparisons (e.g., age, gender, etc.)" ) class Config: """Pydantic configuration.""" extra = "forbid" # Prevent accidental extra fields validate_assignment = True # Validate on assignment after creation def __init__(self, **data): """Initialize with automatic data processing.""" super().__init__(**data) self._process_data_types() def _process_data_types(self): """ Process different data types and convert them appropriately. Automatically detects and processes: - Categorical data (strings) -> ordinal mapping - Ordinal data (explicit ordering) -> validation of ordering - Ranking data (ranks/positions) -> validation and normalization - Count data (non-negative integers) -> validation - Proportion data (0-1 or 0-100) -> normalization to 0-1 - Binary data (boolean/yes-no) -> conversion to 0/1 """ for metric_name, metric_data in self.key_results.items(): data_type = self.data_types.get(metric_name, "auto") if data_type == "auto": # Auto-detect data type data_type = self._detect_data_type(metric_data) self.data_types[metric_name] = data_type # Process based on data type if data_type == "categorical": self._process_categorical_data_for_metric(metric_name, metric_data) elif data_type == "ordinal": self._process_ordinal_data_for_metric(metric_name, metric_data) elif data_type == "ranking": self._process_ranking_data_for_metric(metric_name, metric_data) elif data_type == "count": self._validate_count_data_for_metric(metric_name, metric_data) elif data_type == "proportion": self._process_proportion_data_for_metric(metric_name, metric_data) elif data_type == "binary": self._process_binary_data_for_metric(metric_name, metric_data) # "numeric" requires no special processing def _detect_data_type(self, data: Union[float, int, bool, str, List, None]) -> str: """Auto-detect the data type based on the data content.""" if data is None: return "numeric" # Default fallback # Handle single values if not isinstance(data, list): data = [data] # Filter out None values for analysis valid_data = [item for item in data if item is not None] if not valid_data: return "numeric" # Default fallback # Check for string data (categorical) - but only if ALL non-None values are strings string_count = sum(1 for item in valid_data if isinstance(item, str)) if string_count > 0: # If we have mixed types (strings + numbers), default to categorical for simplicity # since the string conversion will handle the mixed case return "categorical" # Check for boolean data if all(isinstance(item, bool) for item in valid_data): return "binary" # Check for numeric data numeric_data = [item for item in valid_data if isinstance(item, (int, float))] if len(numeric_data) != len(valid_data): return "numeric" # Mixed types, default to numeric # Check for count data (non-negative integers, including whole number floats) def is_whole_number(x): """Check if a number is a whole number (either int or float with no decimal part).""" return isinstance(x, int) or (isinstance(x, float) and x.is_integer()) if all(is_whole_number(item) and item >= 0 for item in numeric_data): # Convert floats to ints for ranking detection int_data = [int(item) for item in numeric_data] # For ranking detection, be more strict: # 1. Must have at least 3 data points # 2. Must have consecutive integers starting from 1 # 3. Must have some repetition (indicating actual rankings rather than just sequence) sorted_data = sorted(set(int_data)) min_val = min(sorted_data) max_val = max(sorted_data) # Only consider as ranking if: # - Starts from 1 # - Has at least 2 different rank values # - Is consecutive (no gaps) # - Has repetition (more data points than unique values) - this is key for rankings if (len(int_data) >= 3 and # At least 3 data points min_val == 1 and # Starts from 1 len(sorted_data) >= 2 and # At least 2 different ranks max_val <= 10 and # Reasonable upper limit for rankings sorted_data == list(range(1, max_val + 1)) and # Consecutive len(int_data) > len(sorted_data)): # Has repetition (essential for rankings) return "ranking" # Otherwise, it's count data return "count" # Check for proportion data (0-1 range) - only for floats if all(isinstance(item, (int, float)) and 0 <= item <= 1 for item in numeric_data): # If all values are 0 or 1 integers, it's likely binary if all(isinstance(item, int) and item in [0, 1] for item in numeric_data): return "binary" return "proportion" # Default to numeric return "numeric" def _process_categorical_data_for_metric(self, metric_name: str, metric_data): """Process categorical data for a specific metric.""" if self._is_categorical_data(metric_data): # Extract all unique categories categories = self._extract_categories(metric_data) if categories: # Create sorted categorical mapping for consistency sorted_categories = sorted(categories) categorical_mapping = {category: idx for idx, category in enumerate(sorted_categories)} self.categorical_mappings[metric_name] = categorical_mapping # Convert string data to ordinal values self.key_results[metric_name] = self._convert_to_ordinal(metric_data, categorical_mapping) def _process_ordinal_data_for_metric(self, metric_name: str, metric_data): """Process ordinal data for a specific metric.""" # For ordinal data, we expect either: # 1. Numeric values that represent ordinal levels (e.g., 1, 2, 3, 4, 5 for Likert) # 2. String values that need explicit ordering (e.g., "Poor", "Fair", "Good", "Excellent") if self._is_categorical_data(metric_data): # String ordinal data - need explicit ordering categories = self._extract_categories(metric_data) if categories: # For string ordinal data, we need to define a meaningful order # This could be enhanced to accept explicit ordering from user sorted_categories = self._order_ordinal_categories(list(categories)) ordinal_mapping = {category: idx for idx, category in enumerate(sorted_categories)} self.ordinal_mappings[metric_name] = ordinal_mapping # Convert to ordinal values self.key_results[metric_name] = self._convert_to_ordinal(metric_data, ordinal_mapping) else: # Numeric ordinal data - validate that values are reasonable self._validate_ordinal_numeric_data(metric_name, metric_data) def _process_ranking_data_for_metric(self, metric_name: str, metric_data): """Process ranking data for a specific metric.""" # Ranking data should be integers representing positions (1, 2, 3, etc.) valid_data = self._get_valid_numeric_data(metric_data) if valid_data: unique_ranks = sorted(set(valid_data)) min_rank = min(unique_ranks) max_rank = max(unique_ranks) # Check if ranking_info already exists (e.g., from ordinal processing) existing_info = self.ranking_info.get(metric_name, {}) # Store ranking information, preserving existing keys ranking_info = { "min_rank": min_rank, "max_rank": max_rank, "num_ranks": len(unique_ranks), "rank_values": unique_ranks, "direction": existing_info.get("direction", "ascending") # Preserve existing direction or default } # Preserve any additional keys from existing ranking info (e.g., ordinal-specific data) ranking_info.update({k: v for k, v in existing_info.items() if k not in ranking_info}) self.ranking_info[metric_name] = ranking_info # Validate ranking data self._validate_ranking_data(metric_name, metric_data) def _process_proportion_data_for_metric(self, metric_name: str, metric_data): """Process proportion data for a specific metric.""" # Normalize proportion data to 0-1 range if needed if isinstance(metric_data, list): normalized_data = [] for item in metric_data: if item is None: normalized_data.append(None) elif isinstance(item, (int, float)): # If value > 1, assume it's percentage (0-100), convert to proportion normalized_data.append(item / 100.0 if item > 1 else item) else: normalized_data.append(item) # Keep as-is self.key_results[metric_name] = normalized_data elif isinstance(metric_data, (int, float)) and metric_data > 1: # Single percentage value self.key_results[metric_name] = metric_data / 100.0 def _process_binary_data_for_metric(self, metric_name: str, metric_data): """Process binary data for a specific metric.""" # Convert boolean/string binary data to 0/1 if isinstance(metric_data, list): binary_data = [] for item in metric_data: if item is None: binary_data.append(None) else: binary_data.append(self._convert_to_binary(item)) self.key_results[metric_name] = binary_data elif metric_data is not None: self.key_results[metric_name] = self._convert_to_binary(metric_data) def _validate_count_data_for_metric(self, metric_name: str, metric_data): """Validate count data for a specific metric.""" valid_data = self._get_valid_numeric_data(metric_data) # Check that all values are non-negative integers (including whole number floats) for value in valid_data: # Accept both integers and whole number floats is_whole_number = isinstance(value, int) or (isinstance(value, float) and value.is_integer()) if not is_whole_number or value < 0: raise ValueError(f"Count data for metric '{metric_name}' must be non-negative integers, found: {value}") def _order_ordinal_categories(self, categories: List[str]) -> List[str]: """Order ordinal categories in a meaningful way.""" # Common ordinal patterns for automatic ordering likert_patterns = { "strongly disagree": 1, "disagree": 2, "neutral": 3, "agree": 4, "strongly agree": 5, "very poor": 1, "poor": 2, "fair": 3, "good": 4, "very good": 5, "excellent": 6, "never": 1, "rarely": 2, "sometimes": 3, "often": 4, "always": 5, "very low": 1, "low": 2, "medium": 3, "high": 4, "very high": 5, "terrible": 1, "bad": 2, "okay": 3, "good": 4, "great": 5, "amazing": 6 } # Try to match patterns category_scores = {} for category in categories: normalized_cat = self._normalize_category(category) if normalized_cat in likert_patterns: category_scores[category] = likert_patterns[normalized_cat] # If we found matches for all categories, use that ordering if len(category_scores) == len(categories): return sorted(categories, key=lambda x: category_scores[x]) # Otherwise, fall back to alphabetical ordering with a warning return sorted(categories) def _validate_ordinal_numeric_data(self, metric_name: str, metric_data): """Validate numeric ordinal data.""" valid_data = self._get_valid_numeric_data(metric_data) if valid_data: unique_values = sorted(set(valid_data)) # Check if values are reasonable for ordinal data (consecutive or at least ordered) if len(unique_values) < 2: return # Single value is fine # Store ordinal information self.ordinal_mappings[metric_name] = { "min_value": min(unique_values), "max_value": max(unique_values), "unique_values": unique_values, "num_levels": len(unique_values) } def _validate_ranking_data(self, metric_name: str, metric_data): """Validate ranking data structure.""" valid_data = self._get_valid_numeric_data(metric_data) if not valid_data: return unique_ranks = set(valid_data) min_rank = min(unique_ranks) max_rank = max(unique_ranks) # Check for reasonable ranking structure if min_rank < 1: raise ValueError(f"Ranking data for metric '{metric_name}' should start from 1, found minimum: {min_rank}") # Check for gaps in ranking (warning, not error) expected_ranks = set(range(min_rank, max_rank + 1)) missing_ranks = expected_ranks - unique_ranks if missing_ranks: # This is often okay in ranking data (tied ranks, incomplete rankings) pass def _get_valid_numeric_data(self, data) -> List[Union[int, float]]: """Get valid numeric data from a metric, handling both single values and lists.""" if data is None: return [] if not isinstance(data, list): data = [data] return [item for item in data if item is not None and isinstance(item, (int, float))] def _convert_to_binary(self, value) -> int: """Convert various binary representations to 0 or 1.""" if isinstance(value, bool): return 1 if value else 0 elif isinstance(value, str): normalized = value.lower().strip() true_values = {"true", "yes", "y", "1", "on", "success", "positive"} false_values = {"false", "no", "n", "0", "off", "failure", "negative"} if normalized in true_values: return 1 elif normalized in false_values: return 0 else: raise ValueError(f"Cannot convert string '{value}' to binary") elif isinstance(value, (int, float)): return 1 if value != 0 else 0 else: raise ValueError(f"Cannot convert {type(value)} to binary") def _process_categorical_data(self): """ Legacy method for backward compatibility. Process categorical string data by converting to ordinal values. """ for metric_name, metric_data in self.key_results.items(): if metric_name not in self.data_types: # Only process if data type not explicitly set if self._is_categorical_data(metric_data): self.data_types[metric_name] = "categorical" self._process_categorical_data_for_metric(metric_name, metric_data) def _is_categorical_data(self, data: Union[float, int, bool, str, List, None]) -> bool: """Check if data contains categorical (string) values.""" if isinstance(data, str): return True elif isinstance(data, list): return any(isinstance(item, str) for item in data if item is not None) return False def _extract_categories(self, data: Union[float, int, bool, str, List, None]) -> set: """Extract unique string categories from data.""" categories = set() if isinstance(data, str): categories.add(self._normalize_category(data)) elif isinstance(data, list): for item in data: if isinstance(item, str): categories.add(self._normalize_category(item)) return categories def _normalize_category(self, category: str) -> str: """Normalize categorical string (lowercase, strip whitespace).""" return category.lower().strip() def _convert_to_ordinal(self, data: Union[str, List], mapping: Dict[str, int]) -> Union[int, List[Union[int, None]]]: """Convert categorical data to ordinal values using the mapping.""" if isinstance(data, str): normalized = self._normalize_category(data) return mapping.get(normalized, 0) # Default to 0 if not found elif isinstance(data, list): converted = [] for item in data: if isinstance(item, str): normalized = self._normalize_category(item) converted.append(mapping.get(normalized, 0)) elif item is None: converted.append(None) # Preserve None values else: converted.append(item) # Keep numeric values as-is return converted else: return data def get_agent_name(self, index: int) -> Optional[str]: """Get agent name by index, if available.""" if self.agent_names and 0 <= index < len(self.agent_names): agent_name = self.agent_names[index] return agent_name if agent_name is not None else None return None def get_agent_data(self, metric_name: str, agent_index: int) -> Optional[Union[float, int, bool]]: """Get a specific agent's data for a given metric. Returns None for missing data.""" if metric_name not in self.key_results: return None metric_data = self.key_results[metric_name] # Check if it's per-agent data if self.result_types.get(metric_name) == "per_agent" and isinstance(metric_data, list): if 0 <= agent_index < len(metric_data): return metric_data[agent_index] # This can be None for missing data return None def get_all_agent_data(self, metric_name: str) -> Dict[str, Union[float, int, bool]]: """Get all agents' data for a given metric as a dictionary mapping agent names/indices to values.""" if metric_name not in self.key_results: return {} metric_data = self.key_results[metric_name] result = {} # For per-agent data, create mapping if self.result_types.get(metric_name) == "per_agent" and isinstance(metric_data, list): for i, value in enumerate(metric_data): agent_name = self.get_agent_name(i) or f"Agent_{i}" # Only include non-None values in the result if value is not None: result[agent_name] = value # For aggregate data, return single value elif self.result_types.get(metric_name) == "aggregate": result["aggregate"] = metric_data return result def get_valid_agent_data(self, metric_name: str) -> List[Union[float, int, bool]]: """Get only valid (non-None) values for a per-agent metric.""" if metric_name not in self.key_results: return [] metric_data = self.key_results[metric_name] if self.result_types.get(metric_name) == "per_agent" and isinstance(metric_data, list): return [value for value in metric_data if value is not None] return [] def validate_data_consistency(self) -> List[str]: """Validate that per-agent data is consistent across metrics and with agent names.""" errors = [] warnings = [] # Check per-agent metrics have consistent lengths per_agent_lengths = [] per_agent_metrics = [] for metric_name, result_type in self.result_types.items(): if result_type == "per_agent" and metric_name in self.key_results: metric_data = self.key_results[metric_name] if isinstance(metric_data, list): per_agent_lengths.append(len(metric_data)) per_agent_metrics.append(metric_name) else: errors.append(f"Metric '{metric_name}' marked as per_agent but is not a list") # Check all per-agent metrics have same length if per_agent_lengths and len(set(per_agent_lengths)) > 1: errors.append(f"Per-agent metrics have inconsistent lengths: {dict(zip(per_agent_metrics, per_agent_lengths))}") # Check agent_names length matches per-agent data length if self.agent_names and per_agent_lengths: agent_count = len(self.agent_names) data_length = per_agent_lengths[0] if per_agent_lengths else 0 if agent_count != data_length: errors.append(f"agent_names length ({agent_count}) doesn't match per-agent data length ({data_length})") # Check for None values in agent_names and provide warnings if self.agent_names: none_indices = [i for i, name in enumerate(self.agent_names) if name is None] if none_indices: warnings.append(f"agent_names contains None values at indices: {none_indices}") # Check for None values in per-agent data and provide info for metric_name in per_agent_metrics: if metric_name in self.key_results: metric_data = self.key_results[metric_name] none_indices = [i for i, value in enumerate(metric_data) if value is None] if none_indices: warnings.append(f"Metric '{metric_name}' has missing data (None) at indices: {none_indices}") # Return errors and warnings combined return errors + [f"WARNING: {warning}" for warning in warnings] def get_justification_text(self, justification_item: Union[str, Dict[str, Union[str, int]]]) -> str: """Extract justification text from various formats.""" if isinstance(justification_item, str): return justification_item elif isinstance(justification_item, dict): return justification_item.get("justification", "") return "" def get_justification_agent_reference(self, justification_item: Union[str, Dict[str, Union[str, int]]]) -> Optional[str]: """Get agent reference from justification, returning name if available.""" if isinstance(justification_item, dict): # Direct agent name if "agent_name" in justification_item: return justification_item["agent_name"] # Agent index reference elif "agent_index" in justification_item: return self.get_agent_name(justification_item["agent_index"]) return None def get_categorical_values(self, metric_name: str) -> Optional[List[str]]: """Get the original categorical values for a metric, if it was categorical.""" if metric_name in self.categorical_mappings: # Return categories sorted by their ordinal values mapping = self.categorical_mappings[metric_name] return [category for category, _ in sorted(mapping.items(), key=lambda x: x[1])] elif metric_name in self.ordinal_mappings and isinstance(self.ordinal_mappings[metric_name], dict): # Handle string-based ordinal data mapping = self.ordinal_mappings[metric_name] if all(isinstance(k, str) for k in mapping.keys()): return [category for category, _ in sorted(mapping.items(), key=lambda x: x[1])] return None def convert_ordinal_to_categorical(self, metric_name: str, ordinal_value: Union[int, float]) -> Optional[str]: """Convert an ordinal value back to its original categorical string.""" # Check categorical mappings first if metric_name in self.categorical_mappings: mapping = self.categorical_mappings[metric_name] # Reverse lookup: find category with this ordinal value for category, value in mapping.items(): if value == int(ordinal_value): return category # Check ordinal mappings for string-based ordinal data elif metric_name in self.ordinal_mappings: mapping = self.ordinal_mappings[metric_name] if isinstance(mapping, dict) and all(isinstance(k, str) for k in mapping.keys()): for category, value in mapping.items(): if value == int(ordinal_value): return category return None def get_data_type_info(self, metric_name: str) -> Dict[str, Any]: """Get comprehensive information about a metric's data type.""" data_type = self.data_types.get(metric_name, "numeric") info = { "data_type": data_type, "result_type": self.result_types.get(metric_name, "unknown") } if data_type == "categorical" and metric_name in self.categorical_mappings: info["categories"] = self.get_categorical_values(metric_name) info["category_mapping"] = self.categorical_mappings[metric_name].copy() elif data_type == "ordinal": if metric_name in self.ordinal_mappings: mapping = self.ordinal_mappings[metric_name] if isinstance(mapping, dict): # Check if this is a string-to-number mapping (categorical ordinal) # vs info dict (numeric ordinal) if "min_value" in mapping or "max_value" in mapping: # Numeric ordinal info info["ordinal_info"] = mapping.copy() elif all(isinstance(k, str) for k in mapping.keys()) and all(isinstance(v, int) for v in mapping.values()): # String-based ordinal - safely sort by values try: info["ordinal_categories"] = [cat for cat, _ in sorted(mapping.items(), key=lambda x: x[1])] info["ordinal_mapping"] = mapping.copy() except TypeError: # Fallback if sorting fails info["ordinal_categories"] = list(mapping.keys()) info["ordinal_mapping"] = mapping.copy() else: # Unknown ordinal format, treat as info info["ordinal_info"] = mapping.copy() elif data_type == "ranking" and metric_name in self.ranking_info: info["ranking_info"] = self.ranking_info[metric_name].copy() return info def get_metric_summary(self, metric_name: str) -> Dict[str, Any]: """Get a comprehensive summary of a metric including data type information.""" summary = { "metric_name": metric_name, "result_type": self.result_types.get(metric_name, "unknown"), "data_type": self.data_types.get(metric_name, "numeric"), } # Add legacy categorical flag for backward compatibility summary["is_categorical"] = (metric_name in self.categorical_mappings or (metric_name in self.ordinal_mappings and isinstance(self.ordinal_mappings[metric_name], dict) and all(isinstance(k, str) for k in self.ordinal_mappings[metric_name].keys()))) if metric_name in self.key_results: data = self.key_results[metric_name] summary["data_type_name"] = type(data).__name__ if isinstance(data, list): valid_data = [x for x in data if x is not None] summary["total_values"] = len(data) summary["valid_values"] = len(valid_data) summary["missing_values"] = len(data) - len(valid_data) if valid_data: summary["min_value"] = min(valid_data) summary["max_value"] = max(valid_data) # Add data type specific information data_type_info = self.get_data_type_info(metric_name) summary.update(data_type_info) # Add distribution information for per-agent data if isinstance(data, list) and self.result_types.get(metric_name) == "per_agent": data_type = summary["data_type"] if data_type in ["categorical", "ordinal"] and summary.get("is_categorical"): # Category distribution category_counts = {} for value in data: if value is not None: category = self.convert_ordinal_to_categorical(metric_name, value) if category: category_counts[category] = category_counts.get(category, 0) + 1 summary["category_distribution"] = category_counts elif data_type == "ranking": # Ranking distribution rank_counts = {} for value in data: if value is not None: rank_counts[value] = rank_counts.get(value, 0) + 1 summary["rank_distribution"] = rank_counts elif data_type == "binary": # Binary distribution true_count = sum(1 for x in data if x == 1) false_count = sum(1 for x in data if x == 0) summary["binary_distribution"] = {"true": true_count, "false": false_count} return summary def is_categorical_metric(self, metric_name: str) -> bool: """Check if a metric contains categorical data (including string-based ordinal).""" return (metric_name in self.categorical_mappings or (metric_name in self.ordinal_mappings and isinstance(self.ordinal_mappings[metric_name], dict) and all(isinstance(k, str) for k in self.ordinal_mappings[metric_name].keys()))) class SimulationExperimentEmpiricalValidationResult(BaseModel): """ Contains the results of a simulation experiment validation against empirical data. This represents the outcome of validating simulation experiment data against empirical benchmarks, using statistical and semantic methods. Attributes: validation_type: Type of validation performed control_name: Name of the control/empirical dataset treatment_name: Name of the treatment/simulation experiment dataset statistical_results: Results from statistical tests (if performed) semantic_results: Results from semantic proximity analysis (if performed) overall_score: Overall validation score (0.0 to 1.0) summary: Summary of validation findings timestamp: When the validation was performed """ validation_type: str control_name: str treatment_name: str statistical_results: Optional[Dict[str, Any]] = None semantic_results: Optional[Dict[str, Any]] = None overall_score: Optional[float] = Field(None, ge=0.0, le=1.0, description="Overall validation score between 0.0 and 1.0") summary: str = "" timestamp: str = Field(default_factory=lambda: datetime.now().isoformat()) class Config: """Pydantic configuration.""" extra = "forbid" validate_assignment = True class SimulationExperimentEmpiricalValidator: """ A validator for comparing simulation experiment data against empirical control data. This validator performs data-driven validation using statistical hypothesis testing and semantic proximity analysis of agent justifications. It is designed to validate simulation experiment results against known empirical benchmarks, distinct from LLM-based evaluations. """ def __init__(self): """Initialize the simulation experiment empirical validator.""" pass def validate(self, control: SimulationExperimentDataset, treatment: SimulationExperimentDataset, validation_types: List[str] = ["statistical", "semantic"], statistical_test_type: str = "welch_t_test", significance_level: float = 0.05, output_format: str = "values") -> Union[SimulationExperimentEmpiricalValidationResult, str]: """ Validate a simulation experiment dataset against an empirical control dataset. Args: control: The control/empirical reference dataset treatment: The treatment/simulation experiment dataset to validate validation_types: List of validation types to perform ("statistical", "semantic") statistical_test_type: Type of statistical test ("welch_t_test", "ks_test", "mann_whitney", etc.) significance_level: Significance level for statistical tests output_format: "values" for SimulationExperimentEmpiricalValidationResult object, "report" for markdown report Returns: SimulationExperimentEmpiricalValidationResult object or markdown report string """ result = SimulationExperimentEmpiricalValidationResult( validation_type=", ".join(validation_types), control_name=control.name or "Control", treatment_name=treatment.name or "Treatment" ) # Perform statistical validation if "statistical" in validation_types: result.statistical_results = self._perform_statistical_validation( control, treatment, significance_level, statistical_test_type ) # Perform semantic validation if "semantic" in validation_types: result.semantic_results = self._perform_semantic_validation( control, treatment ) # Calculate overall score and summary result.overall_score = self._calculate_overall_score(result) result.summary = self._generate_summary(result) if output_format == "report": return self._generate_markdown_report(result, control, treatment) else: return result def _perform_statistical_validation(self, control: SimulationExperimentDataset, treatment: SimulationExperimentDataset, significance_level: float, test_type: str = "welch_t_test") -> Dict[str, Any]: """ Perform statistical hypothesis testing on simulation experiment key results. Args: control: Control dataset treatment: Treatment dataset significance_level: Alpha level for statistical tests test_type: Type of statistical test to perform """ if not control.key_results or not treatment.key_results: return {"error": "No key results available for statistical testing"} try: # Prepare data for StatisticalTester control_data = {"control": {}} treatment_data = {"treatment": {}} # Convert single values to lists if needed and find common metrics common_metrics = set(control.key_results.keys()) & set(treatment.key_results.keys()) for metric in common_metrics: control_value = control.key_results[metric] treatment_value = treatment.key_results[metric] # Convert single values to lists and filter out None values if not isinstance(control_value, list): control_value = [control_value] if control_value is not None else [] else: control_value = [v for v in control_value if v is not None] if not isinstance(treatment_value, list): treatment_value = [treatment_value] if treatment_value is not None else [] else: treatment_value = [v for v in treatment_value if v is not None] # Only include metrics that have valid data points if len(control_value) > 0 and len(treatment_value) > 0: control_data["control"][metric] = control_value treatment_data["treatment"][metric] = treatment_value if not common_metrics: return {"error": "No common metrics found between control and treatment"} # Run statistical tests tester = StatisticalTester(control_data, treatment_data) test_results = tester.run_test( test_type=test_type, alpha=significance_level ) return { "common_metrics": list(common_metrics), "test_results": test_results, "test_type": test_type, "significance_level": significance_level } except Exception as e: return {"error": f"Statistical testing failed: {str(e)}"} def _perform_semantic_validation(self, control: SimulationExperimentDataset, treatment: SimulationExperimentDataset) -> Dict[str, Any]: """Perform semantic proximity analysis on simulation experiment agent justifications.""" results = { "individual_comparisons": [], "summary_comparison": None, "average_proximity": None } # Compare individual justifications if available if control.agent_justifications and treatment.agent_justifications: proximities = [] for i, control_just in enumerate(control.agent_justifications): for j, treatment_just in enumerate(treatment.agent_justifications): control_text = control.get_justification_text(control_just) treatment_text = treatment.get_justification_text(treatment_just) if control_text and treatment_text: proximity_score = compute_semantic_proximity( control_text, treatment_text, context="Comparing agent justifications from simulation experiments" ) # Handle case where LLM call fails or returns invalid data if proximity_score is None or not isinstance(proximity_score, (int, float)): raise ValueError("Invalid semantic proximity score") # Get agent references (names or indices) control_agent_ref = control.get_justification_agent_reference(control_just) or f"Agent_{i}" treatment_agent_ref = treatment.get_justification_agent_reference(treatment_just) or f"Agent_{j}" comparison = { "control_agent": control_agent_ref, "treatment_agent": treatment_agent_ref, "proximity_score": proximity_score, "justification": f"Semantic proximity score: {proximity_score:.3f}" } results["individual_comparisons"].append(comparison) proximities.append(proximity_score) if proximities: results["average_proximity"] = sum(proximities) / len(proximities) # Compare summary justifications if available if control.justification_summary and treatment.justification_summary: summary_proximity_score = compute_semantic_proximity( control.justification_summary, treatment.justification_summary, context="Comparing summary justifications from simulation experiments" ) # Handle case where LLM call fails or returns invalid data if summary_proximity_score is None or not isinstance(summary_proximity_score, (int, float)): summary_proximity_score = 0.5 # Default neutral score results["summary_comparison"] = { "proximity_score": summary_proximity_score, "justification": f"Summary semantic proximity score: {summary_proximity_score:.3f}" } return results def _calculate_overall_score(self, result: SimulationExperimentEmpiricalValidationResult) -> float: """Calculate an overall simulation experiment empirical validation score based on statistical and semantic results.""" scores = [] # Statistical component based on effect sizes if result.statistical_results and "test_results" in result.statistical_results: test_results = result.statistical_results["test_results"] effect_sizes = [] for treatment_name, treatment_results in test_results.items(): for metric, metric_result in treatment_results.items(): # Extract effect size based on test type effect_size = self._extract_effect_size(metric_result) if effect_size is not None: effect_sizes.append(effect_size) if effect_sizes: # Convert effect sizes to similarity scores (closer to 0 = more similar) # Use inverse transformation: similarity = 1 / (1 + |effect_size|) # For very small effect sizes (< 0.1), give even higher scores similarity_scores = [] for es in effect_sizes: abs_es = abs(es) if abs_es < 0.1: # Very small effect size similarity_scores.append(0.95 + 0.05 * (1.0 / (1.0 + abs_es))) else: similarity_scores.append(1.0 / (1.0 + abs_es)) statistical_score = sum(similarity_scores) / len(similarity_scores) scores.append(statistical_score) # Semantic component if result.semantic_results: semantic_scores = [] # Average proximity from individual comparisons if result.semantic_results.get("average_proximity") is not None: semantic_scores.append(result.semantic_results["average_proximity"]) # Summary proximity if result.semantic_results.get("summary_comparison"): semantic_scores.append(result.semantic_results["summary_comparison"]["proximity_score"]) if semantic_scores: semantic_score = sum(semantic_scores) / len(semantic_scores) scores.append(semantic_score) # If we have both statistical and semantic scores, and the statistical score is very high (>0.9) # indicating statistically equivalent data, weight the statistical component more heavily if len(scores) == 2 and scores[0] > 0.9: # First score is statistical # Weight statistical component at 70%, semantic at 30% for equivalent data return 0.7 * scores[0] + 0.3 * scores[1] return sum(scores) / len(scores) if scores else 0.0 def _generate_summary(self, result: SimulationExperimentEmpiricalValidationResult) -> str: """Generate a text summary of the simulation experiment empirical validation results.""" summary_parts = [] if result.statistical_results: if "error" in result.statistical_results: summary_parts.append(f"Statistical validation: {result.statistical_results['error']}") else: test_results = result.statistical_results.get("test_results", {}) effect_sizes = [] significant_tests = 0 total_tests = 0 for treatment_results in test_results.values(): for metric_result in treatment_results.values(): total_tests += 1 if metric_result.get("significant", False): significant_tests += 1 # Collect effect sizes effect_size = self._extract_effect_size(metric_result) if effect_size is not None: effect_sizes.append(abs(effect_size)) if effect_sizes: avg_effect_size = sum(effect_sizes) / len(effect_sizes) summary_parts.append( f"Statistical validation: {significant_tests}/{total_tests} tests significant, " f"average effect size: {avg_effect_size:.3f}" ) else: summary_parts.append( f"Statistical validation: {significant_tests}/{total_tests} tests showed significant differences" ) if result.semantic_results: avg_proximity = result.semantic_results.get("average_proximity") if avg_proximity is not None: summary_parts.append( f"Semantic validation: Average proximity score of {avg_proximity:.3f}" ) summary_comparison = result.semantic_results.get("summary_comparison") if summary_comparison: summary_parts.append( f"Summary proximity: {summary_comparison['proximity_score']:.3f}" ) if result.overall_score is not None: summary_parts.append(f"Overall validation score: {result.overall_score:.3f}") return "; ".join(summary_parts) if summary_parts else "No validation results available" def _generate_markdown_report(self, result: SimulationExperimentEmpiricalValidationResult, control: SimulationExperimentDataset = None, treatment: SimulationExperimentDataset = None) -> str: """Generate a comprehensive markdown report for simulation experiment empirical validation.""" overall_score_str = f"{result.overall_score:.3f}" if result.overall_score is not None else "N/A" report = f"""# Simulation Experiment Empirical Validation Report **Validation Type:** {result.validation_type} **Control/Empirical:** {result.control_name} **Treatment/Simulation:** {result.treatment_name} **Timestamp:** {result.timestamp} **Overall Score:** {overall_score_str} ## Summary {result.summary} """ # Add data type information if available if control or treatment: data_type_info = self._generate_data_type_info_section(control, treatment) if data_type_info: report += data_type_info # Statistical Results Section if result.statistical_results: report += "## Statistical Validation\n\n" if "error" in result.statistical_results: report += f"**Error:** {result.statistical_results['error']}\n\n" else: stats = result.statistical_results report += f"**Common Metrics:** {', '.join(stats.get('common_metrics', []))}\n\n" report += f"**Significance Level:** {stats.get('significance_level', 'N/A')}\n\n" test_results = stats.get("test_results", {}) if test_results: report += "### Test Results\n\n" for treatment_name, treatment_results in test_results.items(): report += f"#### {treatment_name}\n\n" for metric, metric_result in treatment_results.items(): report += f"**{metric}:**\n\n" significant = metric_result.get("significant", False) p_value = metric_result.get("p_value", "N/A") test_type = metric_result.get("test_type", "N/A") effect_size = self._extract_effect_size(metric_result) # Get the appropriate statistic based on test type statistic = "N/A" if "t_statistic" in metric_result: statistic = metric_result["t_statistic"] elif "u_statistic" in metric_result: statistic = metric_result["u_statistic"] elif "f_statistic" in metric_result: statistic = metric_result["f_statistic"] elif "chi2_statistic" in metric_result: statistic = metric_result["chi2_statistic"] elif "ks_statistic" in metric_result: statistic = metric_result["ks_statistic"] status = "✅ Significant" if significant else "❌ Not Significant" report += f"- **{test_type}:** {status}\n" report += f" - p-value: {p_value}\n" report += f" - statistic: {statistic}\n" if effect_size is not None: effect_interpretation = self._interpret_effect_size(abs(effect_size), test_type) report += f" - effect size: {effect_size:.3f} ({effect_interpretation})\n" report += "\n" # Semantic Results Section if result.semantic_results: report += "## Semantic Validation\n\n" semantic = result.semantic_results # Individual comparisons individual_comps = semantic.get("individual_comparisons", []) if individual_comps: report += "### Individual Agent Comparisons\n\n" for comp in individual_comps: score = comp["proximity_score"] control_agent = comp["control_agent"] treatment_agent = comp["treatment_agent"] justification = comp["justification"] report += f"**{control_agent} vs {treatment_agent}:** {score:.3f}\n\n" report += f"{justification}\n\n" avg_proximity = semantic.get("average_proximity") if avg_proximity: report += f"**Average Proximity Score:** {avg_proximity:.3f}\n\n" # Summary comparison summary_comp = semantic.get("summary_comparison") if summary_comp: report += "### Summary Comparison\n\n" report += f"**Proximity Score:** {summary_comp['proximity_score']:.3f}\n\n" report += f"**Justification:** {summary_comp['justification']}\n\n" return report def _generate_data_type_info_section(self, control: SimulationExperimentDataset, treatment: SimulationExperimentDataset) -> str: """Generate comprehensive data type information section for the report.""" all_metrics = set() # Collect all metrics from both datasets if control: all_metrics.update(control.key_results.keys()) if treatment: all_metrics.update(treatment.key_results.keys()) if not all_metrics: return "" # Group metrics by data type data_type_groups = {} for metric in all_metrics: for dataset_name, dataset in [("control", control), ("treatment", treatment)]: if dataset and metric in dataset.data_types: data_type = dataset.data_types[metric] if data_type not in data_type_groups: data_type_groups[data_type] = set() data_type_groups[data_type].add(metric) break # Use first available data type if not data_type_groups: return "" report = "## Data Type Information\n\n" for data_type, metrics in sorted(data_type_groups.items()): if not metrics: continue report += f"### {data_type.title()} Data\n\n" if data_type == "categorical": report += "String categories converted to ordinal values for statistical analysis.\n\n" elif data_type == "ordinal": report += "Ordered categories or levels with meaningful ranking.\n\n" elif data_type == "ranking": report += "Rank positions (1st, 2nd, 3rd, etc.) indicating preference or order.\n\n" elif data_type == "count": report += "Non-negative integer counts (frequencies, occurrences, etc.).\n\n" elif data_type == "proportion": report += "Values between 0-1 representing proportions or percentages.\n\n" elif data_type == "binary": report += "Binary outcomes converted to 0/1 for analysis.\n\n" elif data_type == "numeric": report += "Continuous numeric values.\n\n" for metric in sorted(metrics): report += f"#### {metric}\n\n" # Show information from both datasets for dataset_name, dataset in [("Control", control), ("Treatment", treatment)]: if not dataset or metric not in dataset.key_results: continue data_type_info = dataset.get_data_type_info(metric) summary = dataset.get_metric_summary(metric) report += f"**{dataset_name}:**\n" if data_type == "categorical": if "categories" in data_type_info: categories = data_type_info["categories"] mapping = data_type_info.get("category_mapping", {}) report += f"- Categories: {', '.join(f'`{cat}`' for cat in categories)}\n" report += f"- Ordinal mapping: {mapping}\n" if "category_distribution" in summary: distribution = summary["category_distribution"] total = sum(distribution.values()) report += "- Distribution: " dist_items = [] for cat in categories: count = distribution.get(cat, 0) pct = (count / total * 100) if total > 0 else 0 dist_items.append(f"`{cat}`: {count} ({pct:.1f}%)") report += ", ".join(dist_items) + "\n" elif data_type == "ordinal": if "ordinal_categories" in data_type_info: # String-based ordinal categories = data_type_info["ordinal_categories"] mapping = data_type_info.get("ordinal_mapping", {}) report += f"- Ordered categories: {' < '.join(f'`{cat}`' for cat in categories)}\n" report += f"- Ordinal mapping: {mapping}\n" elif "ordinal_info" in data_type_info: # Numeric ordinal info = data_type_info["ordinal_info"] report += f"- Value range: {info.get('min_value')} to {info.get('max_value')}\n" report += f"- Unique levels: {info.get('num_levels')} ({info.get('unique_values')})\n" elif data_type == "ranking": if "ranking_info" in data_type_info: info = data_type_info["ranking_info"] report += f"- Rank range: {info.get('min_rank')} to {info.get('max_rank')}\n" report += f"- Number of ranks: {info.get('num_ranks')}\n" report += f"- Direction: {info.get('direction', 'ascending')} (1 = best)\n" if "rank_distribution" in summary: distribution = summary["rank_distribution"] report += "- Distribution: " rank_items = [] for rank in sorted(distribution.keys()): count = distribution[rank] rank_items.append(f"Rank {rank}: {count}") report += ", ".join(rank_items) + "\n" elif data_type == "binary": if "binary_distribution" in summary: distribution = summary["binary_distribution"] true_count = distribution.get("true", 0) false_count = distribution.get("false", 0) total = true_count + false_count if total > 0: true_pct = (true_count / total * 100) false_pct = (false_count / total * 100) report += f"- Distribution: True: {true_count} ({true_pct:.1f}%), False: {false_count} ({false_pct:.1f}%)\n" elif data_type in ["count", "proportion", "numeric"]: if "min_value" in summary and "max_value" in summary: report += f"- Range: {summary['min_value']} to {summary['max_value']}\n" if "valid_values" in summary: report += f"- Valid values: {summary['valid_values']}/{summary.get('total_values', 'N/A')}\n" report += "\n" return report def _generate_categorical_info_section(self, control: SimulationExperimentDataset, treatment: SimulationExperimentDataset) -> str: """ Generate categorical data information section for the report. This is kept for backward compatibility and now calls the more comprehensive data type method. """ return self._generate_data_type_info_section(control, treatment) @classmethod def read_empirical_data_from_csv(cls, file_path: Union[str, Path], experimental_data_type: str = "single_value_per_agent", agent_id_column: Optional[str] = None, agent_comments_column: Optional[str] = None, agent_attributes_columns: Optional[List[str]] = None, value_column: Optional[str] = None, ranking_columns: Optional[List[str]] = None, ordinal_ranking_column: Optional[str] = None, ordinal_ranking_separator: str = "-", ordinal_ranking_options: Optional[List[str]] = None, dataset_name: Optional[str] = None, dataset_description: Optional[str] = None, encoding: str = "utf-8") -> 'SimulationExperimentDataset': """ Read empirical data from a CSV file and convert it to a SimulationExperimentDataset. Args: file_path: Path to the CSV file experimental_data_type: Type of experimental data: - "single_value_per_agent": Each agent has a single value (e.g., score, rating) - "ranking_per_agent": Each agent provides rankings for multiple items (separate columns) - "ordinal_ranking_per_agent": Each agent provides ordinal ranking in single column with separator agent_id_column: Column name containing agent identifiers (optional) agent_comments_column: Column name containing agent comments/explanations (optional) agent_attributes_columns: List of column names containing agent attributes (age, gender, etc.) value_column: Column name containing the main value for single_value_per_agent mode ranking_columns: List of column names containing rankings for ranking_per_agent mode ordinal_ranking_column: Column name containing ordinal rankings for ordinal_ranking_per_agent mode ordinal_ranking_separator: Separator used in ordinal ranking strings (default: "-") ordinal_ranking_options: List of options being ranked (if None, auto-detected from data) dataset_name: Optional name for the dataset dataset_description: Optional description of the dataset encoding: File encoding (default: utf-8) Returns: SimulationExperimentDataset object populated with the CSV data Raises: FileNotFoundError: If the CSV file doesn't exist ValueError: If required columns are missing or data format is invalid pandas.errors.EmptyDataError: If the CSV file is empty """ file_path = Path(file_path) if not file_path.exists(): raise FileNotFoundError(f"CSV file not found: {file_path}") try: # Read CSV with UTF-8 encoding and error handling df = pd.read_csv(file_path, encoding=encoding, encoding_errors='replace') except pd.errors.EmptyDataError: raise pd.errors.EmptyDataError(f"CSV file is empty: {file_path}") except UnicodeDecodeError as e: raise ValueError(f"Failed to read CSV file with encoding {encoding}: {e}") if df.empty: raise ValueError(f"CSV file contains no data: {file_path}") # Use common processing method return cls._process_empirical_data_from_dataframe( df=df, experimental_data_type=experimental_data_type, agent_id_column=agent_id_column, agent_comments_column=agent_comments_column, agent_attributes_columns=agent_attributes_columns, value_column=value_column, ranking_columns=ranking_columns, ordinal_ranking_column=ordinal_ranking_column, ordinal_ranking_separator=ordinal_ranking_separator, ordinal_ranking_options=ordinal_ranking_options, dataset_name=dataset_name or f"Empirical_Data_{file_path.stem}", dataset_description=dataset_description or f"Empirical data loaded from {file_path.name}" ) @classmethod def read_empirical_data_from_dataframe(cls, df: pd.DataFrame, experimental_data_type: str = "single_value_per_agent", agent_id_column: Optional[str] = None, agent_comments_column: Optional[str] = None, agent_attributes_columns: Optional[List[str]] = None, value_column: Optional[str] = None, ranking_columns: Optional[List[str]] = None, ordinal_ranking_column: Optional[str] = None, ordinal_ranking_separator: str = "-", ordinal_ranking_options: Optional[List[str]] = None, dataset_name: Optional[str] = None, dataset_description: Optional[str] = None) -> 'SimulationExperimentDataset': """ Read empirical data from a pandas DataFrame and convert it to a SimulationExperimentDataset. This method provides the same functionality as read_empirical_data_from_csv but accepts a pandas DataFrame directly, eliminating the need to save DataFrames to CSV files first. Args: df: The pandas DataFrame containing the empirical data experimental_data_type: Type of experimental data: - "single_value_per_agent": Each agent has a single value (e.g., score, rating) - "ranking_per_agent": Each agent provides rankings for multiple items (separate columns) - "ordinal_ranking_per_agent": Each agent provides ordinal ranking in single column with separator agent_id_column: Column name containing agent identifiers (optional) agent_comments_column: Column name containing agent comments/explanations (optional) agent_attributes_columns: List of column names containing agent attributes (age, gender, etc.) value_column: Column name containing the main value for single_value_per_agent mode ranking_columns: List of column names containing rankings for ranking_per_agent mode ordinal_ranking_column: Column name containing ordinal rankings for ordinal_ranking_per_agent mode ordinal_ranking_separator: Separator used in ordinal ranking strings (default: "-") ordinal_ranking_options: List of options being ranked (if None, auto-detected from data) dataset_name: Optional name for the dataset dataset_description: Optional description of the dataset Returns: SimulationExperimentDataset object populated with the DataFrame data Raises: ValueError: If required columns are missing or data format is invalid TypeError: If df is not a pandas DataFrame """ # Validate input if not isinstance(df, pd.DataFrame): raise TypeError(f"Expected pandas DataFrame, got {type(df)}") if df.empty: raise ValueError("DataFrame contains no data") # Use common processing method return cls._process_empirical_data_from_dataframe( df=df, experimental_data_type=experimental_data_type, agent_id_column=agent_id_column, agent_comments_column=agent_comments_column, agent_attributes_columns=agent_attributes_columns, value_column=value_column, ranking_columns=ranking_columns, ordinal_ranking_column=ordinal_ranking_column, ordinal_ranking_separator=ordinal_ranking_separator, ordinal_ranking_options=ordinal_ranking_options, dataset_name=dataset_name or "Empirical_Data_from_DataFrame", dataset_description=dataset_description or "Empirical data loaded from pandas DataFrame" ) @classmethod def _process_empirical_data_from_dataframe(cls, df: pd.DataFrame, experimental_data_type: str, agent_id_column: Optional[str], agent_comments_column: Optional[str], agent_attributes_columns: Optional[List[str]], value_column: Optional[str], ranking_columns: Optional[List[str]], ordinal_ranking_column: Optional[str], ordinal_ranking_separator: str, ordinal_ranking_options: Optional[List[str]], dataset_name: str, dataset_description: str) -> 'SimulationExperimentDataset': """ Common processing method for both CSV and DataFrame inputs. This method contains the shared logic for processing empirical data regardless of input source. """ # Initialize dataset dataset = SimulationExperimentDataset( name=dataset_name, description=dataset_description ) # Process based on experimental data type if experimental_data_type == "single_value_per_agent": cls._process_single_value_per_agent_csv(df, dataset, value_column, agent_id_column, agent_comments_column, agent_attributes_columns) elif experimental_data_type == "ranking_per_agent": cls._process_ranking_per_agent_csv(df, dataset, ranking_columns, agent_id_column, agent_comments_column, agent_attributes_columns) elif experimental_data_type == "ordinal_ranking_per_agent": cls._process_ordinal_ranking_per_agent_csv(df, dataset, ordinal_ranking_column, ordinal_ranking_separator, ordinal_ranking_options, agent_id_column, agent_comments_column, agent_attributes_columns) else: raise ValueError(f"Unsupported experimental_data_type: {experimental_data_type}. " f"Supported types: 'single_value_per_agent', 'ranking_per_agent', 'ordinal_ranking_per_agent'") # Process data types after all data is loaded dataset._process_data_types() return dataset @classmethod def _process_single_value_per_agent_csv(cls, df: pd.DataFrame, dataset: 'SimulationExperimentDataset', value_column: Optional[str], agent_id_column: Optional[str], agent_comments_column: Optional[str], agent_attributes_columns: Optional[List[str]]): """Process CSV data for single value per agent experiments.""" # Auto-detect value column if not specified if value_column is None: # Look for common column names that might contain the main value value_candidates = [col for col in df.columns if any(keyword in col.lower() for keyword in ['vote', 'score', 'rating', 'value', 'response', 'answer'])] if len(value_candidates) == 1: value_column = value_candidates[0] elif len(value_candidates) > 1: # Prefer shorter, more specific names value_column = min(value_candidates, key=len) else: # Fall back to first numeric column numeric_cols = df.select_dtypes(include=['number']).columns.tolist() if numeric_cols: value_column = numeric_cols[0] else: raise ValueError("No suitable value column found. Please specify value_column parameter.") if value_column not in df.columns: raise ValueError(f"Value column '{value_column}' not found in CSV. Available columns: {list(df.columns)}") # Extract main values (handling mixed types) values = [] for val in df[value_column]: if pd.isna(val): values.append(None) else: # Try to convert to numeric if possible, otherwise keep as string try: if isinstance(val, str) and val.strip().isdigit(): values.append(int(val.strip())) elif isinstance(val, str): try: float_val = float(val.strip()) # If it's a whole number, convert to int values.append(int(float_val) if float_val.is_integer() else float_val) except ValueError: values.append(val.strip()) else: values.append(val) except (AttributeError, ValueError): values.append(val) # Store the main experimental result dataset.key_results[value_column] = values dataset.result_types[value_column] = "per_agent" # Process agent IDs/names agent_names = [] if agent_id_column and agent_id_column in df.columns: for agent_id in df[agent_id_column]: if pd.isna(agent_id): agent_names.append(None) else: agent_names.append(str(agent_id)) else: # Generate default agent names for i in range(len(df)): agent_names.append(f"Agent_{i+1}") dataset.agent_names = agent_names # Process agent comments/justifications if agent_comments_column and agent_comments_column in df.columns: justifications = [] for i, comment in enumerate(df[agent_comments_column]): # Include all comments, even empty ones, to maintain agent alignment agent_name = agent_names[i] if i < len(agent_names) else f"Agent_{i+1}" comment_text = str(comment).strip() if pd.notna(comment) else "" justifications.append({ "agent_name": agent_name, "agent_index": i, "justification": comment_text }) dataset.agent_justifications = justifications # Process agent attributes if agent_attributes_columns: for attr_col in agent_attributes_columns: if attr_col in df.columns: attr_values = [] for val in df[attr_col]: if pd.isna(val): attr_values.append(None) else: attr_values.append(str(val).strip()) # Store in agent_attributes instead of key_results dataset.agent_attributes[attr_col] = attr_values @classmethod def _process_ranking_per_agent_csv(cls, df: pd.DataFrame, dataset: 'SimulationExperimentDataset', ranking_columns: Optional[List[str]], agent_id_column: Optional[str], agent_comments_column: Optional[str], agent_attributes_columns: Optional[List[str]]): """Process CSV data for ranking per agent experiments.""" # Auto-detect ranking columns if not specified if ranking_columns is None: # Look for columns that might contain rankings numeric_cols = df.select_dtypes(include=['number']).columns.tolist() # Exclude agent ID column if specified if agent_id_column and agent_id_column in numeric_cols: numeric_cols.remove(agent_id_column) if len(numeric_cols) < 2: raise ValueError("No suitable ranking columns found. Please specify ranking_columns parameter.") ranking_columns = numeric_cols # Validate ranking columns exist missing_cols = [col for col in ranking_columns if col not in df.columns] if missing_cols: raise ValueError(f"Ranking columns not found in CSV: {missing_cols}. Available columns: {list(df.columns)}") # Process each ranking column for rank_col in ranking_columns: rankings = [] for val in df[rank_col]: if pd.isna(val): rankings.append(None) else: try: # Convert to integer rank rankings.append(int(float(val))) except (ValueError, TypeError): rankings.append(None) dataset.key_results[rank_col] = rankings dataset.result_types[rank_col] = "per_agent" dataset.data_types[rank_col] = "ranking" # Process agent IDs/names (same as single value method) agent_names = [] if agent_id_column and agent_id_column in df.columns: for agent_id in df[agent_id_column]: if pd.isna(agent_id): agent_names.append(None) else: agent_names.append(str(agent_id)) else: # Generate default agent names for i in range(len(df)): agent_names.append(f"Agent_{i+1}") dataset.agent_names = agent_names # Process agent comments (same as single value method) if agent_comments_column and agent_comments_column in df.columns: justifications = [] for i, comment in enumerate(df[agent_comments_column]): # Include all comments, even empty ones, to maintain agent alignment agent_name = agent_names[i] if i < len(agent_names) else f"Agent_{i+1}" comment_text = str(comment).strip() if pd.notna(comment) else "" justifications.append({ "agent_name": agent_name, "agent_index": i, "justification": comment_text }) dataset.agent_justifications = justifications # Process agent attributes (same as single value method) if agent_attributes_columns: for attr_col in agent_attributes_columns: if attr_col in df.columns: attr_values = [] for val in df[attr_col]: if pd.isna(val): attr_values.append(None) else: attr_values.append(str(val).strip()) # Store in agent_attributes instead of key_results dataset.agent_attributes[attr_col] = attr_values @classmethod def _process_ordinal_ranking_per_agent_csv(cls, df: pd.DataFrame, dataset: 'SimulationExperimentDataset', ordinal_ranking_column: Optional[str], ordinal_ranking_separator: str, ordinal_ranking_options: Optional[List[str]], agent_id_column: Optional[str], agent_comments_column: Optional[str], agent_attributes_columns: Optional[List[str]]): """Process CSV data for ordinal ranking per agent experiments (single column with separator).""" # Auto-detect ranking column if not specified if ordinal_ranking_column is None: # Look for columns that might contain ordinal rankings ranking_candidates = [col for col in df.columns if any(keyword in col.lower() for keyword in ['ranking', 'rank', 'order', 'preference', 'choice'])] if len(ranking_candidates) == 1: ordinal_ranking_column = ranking_candidates[0] elif len(ranking_candidates) > 1: # Prefer shorter, more specific names ordinal_ranking_column = min(ranking_candidates, key=len) else: # Fall back to first string column that contains separator string_cols = df.select_dtypes(include=['object']).columns.tolist() if agent_id_column and agent_id_column in string_cols: string_cols.remove(agent_id_column) if agent_comments_column and agent_comments_column in string_cols: string_cols.remove(agent_comments_column) # Check which string columns contain the separator for col in string_cols: if df[col].astype(str).str.contains(ordinal_ranking_separator, na=False).any(): ordinal_ranking_column = col break if ordinal_ranking_column is None: raise ValueError("No suitable ordinal ranking column found. Please specify ordinal_ranking_column parameter.") if ordinal_ranking_column not in df.columns: raise ValueError(f"Ordinal ranking column '{ordinal_ranking_column}' not found in CSV. Available columns: {list(df.columns)}") # Auto-detect ranking options if not specified if ordinal_ranking_options is None: ordinal_ranking_options = cls._auto_detect_ranking_options(df[ordinal_ranking_column], ordinal_ranking_separator) # Parse ordinal rankings and convert to individual ranking columns ranking_data = cls._parse_ordinal_rankings(df[ordinal_ranking_column], ordinal_ranking_separator, ordinal_ranking_options) # Store parsed rankings as separate metrics for option in ordinal_ranking_options: option_ranking_key = f"{option}_rank" dataset.key_results[option_ranking_key] = ranking_data[option] dataset.result_types[option_ranking_key] = "per_agent" dataset.data_types[option_ranking_key] = "ranking" # Store ranking info (always for ordinal ranking data) valid_ranks = [r for r in ranking_data[option] if r is not None] # Always store ranking info for ordinal ranking data, regardless of valid ranks ranking_info = { "direction": "ascending", # 1 = best, higher = worse "original_options": ordinal_ranking_options, "separator": ordinal_ranking_separator, "source_column": ordinal_ranking_column } # Add rank statistics if valid ranks exist if valid_ranks: ranking_info.update({ "min_rank": min(valid_ranks), "max_rank": max(valid_ranks), "num_ranks": len(set(valid_ranks)), "rank_values": sorted(set(valid_ranks)) }) else: # Set reasonable defaults based on options ranking_info.update({ "min_rank": 1, "max_rank": len(ordinal_ranking_options), "num_ranks": 0, "rank_values": [] }) dataset.ranking_info[option_ranking_key] = ranking_info # Process agent IDs/names (same as other methods) agent_names = [] if agent_id_column and agent_id_column in df.columns: for agent_id in df[agent_id_column]: if pd.isna(agent_id): agent_names.append(None) else: agent_names.append(str(agent_id)) else: # Generate default agent names for i in range(len(df)): agent_names.append(f"Agent_{i+1}") dataset.agent_names = agent_names # Process agent comments (same as other methods) if agent_comments_column and agent_comments_column in df.columns: justifications = [] for i, comment in enumerate(df[agent_comments_column]): # Include all comments, even empty ones, to maintain agent alignment agent_name = agent_names[i] if i < len(agent_names) else f"Agent_{i+1}" comment_text = str(comment).strip() if pd.notna(comment) else "" justifications.append({ "agent_name": agent_name, "agent_index": i, "justification": comment_text }) dataset.agent_justifications = justifications # Process agent attributes (same as other methods) if agent_attributes_columns: for attr_col in agent_attributes_columns: if attr_col in df.columns: attr_values = [] for val in df[attr_col]: if pd.isna(val): attr_values.append(None) else: attr_values.append(str(val).strip()) # Store in agent_attributes instead of key_results dataset.agent_attributes[attr_col] = attr_values @classmethod def _auto_detect_ranking_options(cls, ranking_series: pd.Series, separator: str) -> List[str]: """Auto-detect the ranking options from ordinal ranking data.""" all_options = set() for ranking_str in ranking_series.dropna(): if pd.isna(ranking_str): continue ranking_str = str(ranking_str).strip() if separator in ranking_str: options = [opt.strip() for opt in ranking_str.split(separator)] all_options.update(options) if not all_options: raise ValueError(f"No ranking options found in data using separator '{separator}'") # Sort options for consistency (could be enhanced to preserve meaningful order) return sorted(list(all_options)) @classmethod def _parse_ordinal_rankings(cls, ranking_series: pd.Series, separator: str, options: List[str]) -> Dict[str, List[Optional[int]]]: """Parse ordinal ranking strings into individual option rankings.""" result = {option: [] for option in options} for ranking_str in ranking_series: if pd.isna(ranking_str) or str(ranking_str).strip() == "": # Handle missing data for option in options: result[option].append(None) continue ranking_str = str(ranking_str).strip() if separator not in ranking_str: # Handle malformed data for option in options: result[option].append(None) continue # Parse the ranking ranked_options = [opt.strip() for opt in ranking_str.split(separator)] # Create rank mapping (position in list = rank, starting from 1) option_to_rank = {} for rank, option in enumerate(ranked_options, 1): if option in options: option_to_rank[option] = rank # Fill in ranks for each option for option in options: rank = option_to_rank.get(option, None) result[option].append(rank) return result @classmethod def create_from_csv(cls, file_path: Union[str, Path], experimental_data_type: str = "single_value_per_agent", agent_id_column: Optional[str] = None, agent_comments_column: Optional[str] = None, agent_attributes_columns: Optional[List[str]] = None, value_column: Optional[str] = None, ranking_columns: Optional[List[str]] = None, ordinal_ranking_column: Optional[str] = None, ordinal_ranking_separator: str = "-", ordinal_ranking_options: Optional[List[str]] = None, dataset_name: Optional[str] = None, dataset_description: Optional[str] = None, encoding: str = "utf-8") -> tuple['SimulationExperimentEmpiricalValidator', 'SimulationExperimentDataset']: """ Create a validator and load empirical data from CSV in one step. This is a convenience method that combines validator creation with CSV loading. Args: Same as read_empirical_data_from_csv() Returns: Tuple of (validator_instance, loaded_dataset) """ validator = cls() dataset = cls.read_empirical_data_from_csv( file_path=file_path, experimental_data_type=experimental_data_type, agent_id_column=agent_id_column, agent_comments_column=agent_comments_column, agent_attributes_columns=agent_attributes_columns, value_column=value_column, ranking_columns=ranking_columns, ordinal_ranking_column=ordinal_ranking_column, ordinal_ranking_separator=ordinal_ranking_separator, ordinal_ranking_options=ordinal_ranking_options, dataset_name=dataset_name, dataset_description=dataset_description, encoding=encoding ) return validator, dataset @classmethod def create_from_dataframe(cls, df: pd.DataFrame, experimental_data_type: str = "single_value_per_agent", agent_id_column: Optional[str] = None, agent_comments_column: Optional[str] = None, agent_attributes_columns: Optional[List[str]] = None, value_column: Optional[str] = None, ranking_columns: Optional[List[str]] = None, ordinal_ranking_column: Optional[str] = None, ordinal_ranking_separator: str = "-", ordinal_ranking_options: Optional[List[str]] = None, dataset_name: Optional[str] = None, dataset_description: Optional[str] = None) -> tuple['SimulationExperimentEmpiricalValidator', 'SimulationExperimentDataset']: """ Create a validator and load empirical data from a pandas DataFrame in one step. This is a convenience method that combines validator creation with DataFrame loading. Args: Same as read_empirical_data_from_dataframe() Returns: Tuple of (validator_instance, loaded_dataset) """ validator = cls() dataset = cls.read_empirical_data_from_dataframe( df=df, experimental_data_type=experimental_data_type, agent_id_column=agent_id_column, agent_comments_column=agent_comments_column, agent_attributes_columns=agent_attributes_columns, value_column=value_column, ranking_columns=ranking_columns, ordinal_ranking_column=ordinal_ranking_column, ordinal_ranking_separator=ordinal_ranking_separator, ordinal_ranking_options=ordinal_ranking_options, dataset_name=dataset_name, dataset_description=dataset_description ) return validator, dataset def _extract_effect_size(self, metric_result: Dict[str, Any]) -> Optional[float]: """Extract effect size from statistical test result, regardless of test type.""" # Cohen's d for t-tests (most common) if "effect_size" in metric_result: return metric_result["effect_size"] # For tests that don't provide Cohen's d, calculate standardized effect size test_type = metric_result.get("test_type", "").lower() if "t-test" in test_type: # For t-tests, effect_size should be Cohen's d return metric_result.get("effect_size", 0.0) elif "mann-whitney" in test_type: # For Mann-Whitney, use Common Language Effect Size (CLES) # Convert CLES to Cohen's d equivalent: d ≈ 2 * Φ^(-1)(CLES) cles = metric_result.get("effect_size", 0.5) # Simple approximation: convert CLES to d-like measure # CLES of 0.5 = no effect, CLES of 0.71 ≈ small effect (d=0.2) return 2 * (cles - 0.5) elif "anova" in test_type: # For ANOVA, use eta-squared and convert to Cohen's d equivalent eta_squared = metric_result.get("effect_size", 0.0) # Convert eta-squared to Cohen's d: d = 2 * sqrt(eta^2 / (1 - eta^2)) if eta_squared > 0 and eta_squared < 1: return 2 * (eta_squared / (1 - eta_squared)) ** 0.5 return 0.0 elif "chi-square" in test_type: # For Chi-square, use Cramer's V and convert to Cohen's d equivalent cramers_v = metric_result.get("effect_size", 0.0) # Rough conversion: d ≈ 2 * Cramer's V return 2 * cramers_v elif "kolmogorov-smirnov" in test_type or "ks" in test_type: # For KS test, the effect size is the KS statistic itself # It represents the maximum difference between CDFs (0 to 1) return metric_result.get("effect_size", metric_result.get("ks_statistic", 0.0)) # Fallback: try to calculate from means and standard deviations if all(k in metric_result for k in ["control_mean", "treatment_mean", "control_std", "treatment_std"]): control_mean = metric_result["control_mean"] treatment_mean = metric_result["treatment_mean"] control_std = metric_result["control_std"] treatment_std = metric_result["treatment_std"] # Calculate pooled standard deviation pooled_std = ((control_std ** 2 + treatment_std ** 2) / 2) ** 0.5 if pooled_std > 0: return abs(treatment_mean - control_mean) / pooled_std # If all else fails, return 0 (no effect) return 0.0 def _interpret_effect_size(self, effect_size: float, test_type: str = "") -> str: """Provide interpretation of effect size magnitude based on test type.""" test_type_lower = test_type.lower() # For KS test, use different thresholds since KS statistic ranges 0-1 if "kolmogorov-smirnov" in test_type_lower or "ks" in test_type_lower: if effect_size < 0.1: return "negligible difference" elif effect_size < 0.25: return "small difference" elif effect_size < 0.5: return "medium difference" else: return "large difference" # For other tests, use Cohen's conventions if effect_size < 0.2: return "negligible" elif effect_size < 0.5: return "small" elif effect_size < 0.8: return "medium" else: return "large" def validate_simulation_experiment_empirically(control_data: Dict[str, Any], treatment_data: Dict[str, Any], validation_types: List[str] = ["statistical", "semantic"], statistical_test_type: str = "welch_t_test", significance_level: float = 0.05, output_format: str = "values") -> Union[SimulationExperimentEmpiricalValidationResult, str]: """ Convenience function to validate simulation experiment data against empirical control data. This performs data-driven validation using statistical and semantic methods, distinct from LLM-based evaluations. Args: control_data: Dictionary containing control/empirical data treatment_data: Dictionary containing treatment/simulation experiment data validation_types: List of validation types to perform statistical_test_type: Type of statistical test ("welch_t_test", "ks_test", "mann_whitney", etc.) significance_level: Significance level for statistical tests output_format: "values" for SimulationExperimentEmpiricalValidationResult object, "report" for markdown report Returns: SimulationExperimentEmpiricalValidationResult object or markdown report string """ # Use Pydantic's built-in parsing instead of from_dict control_dataset = SimulationExperimentDataset.model_validate(control_data) treatment_dataset = SimulationExperimentDataset.model_validate(treatment_data) validator = SimulationExperimentEmpiricalValidator() return validator.validate( control_dataset, treatment_dataset, validation_types=validation_types, statistical_test_type=statistical_test_type, significance_level=significance_level, output_format=output_format )